top of page


Helena, Montana – August 25, 26, and 27


(CEUs approved)

(Times subject to change.)


Friday, August 25

(Location:  Gates of the Mountain.)

4:00 -  Meet at the Hampton Inn for those who want to carpool to Gates of the Mountain. Food will be provided at Gates of the Mountain.

5:00 - CR Grassroots (0.1 CEU)  


During the 2023 legislative session, we all learned that many people, even the people we work with, have no idea what being a “guardian of the record” means.  NCSA and STRONG committees have created some tools for us.  Learn about those tools and what efforts we can make to start marketing ourselves. 

6:00 to 8:00 - Legalese and the Missouri River? 

(0.2 CEUs)

Did you know that there are maritime laws in Montana, a land-locked state?  The Missouri River has been the source of maritime issues, as well as federal and state environmental issues, in Montana even before we were officially a state. Brain Zimmerman will educate us about Missouri River’s history and the influence its had on state and federal entities.





Saturday, August 26, 2023

Location:  Montana Club

8:00 am to 9:30 am (.15 CEUs)

Presentation: MT Notary Review 

Speakers:  Lori Ham

9:40 am to 11:10 am (.15 CEUs)

Presentation:  Wire Fraud

Speaker:  Ryan Weldon

11:10am to 11:20 am


11:20 am to 12:20 pm (.1 CEU)

Presentation:  Financial Planning

Speaker:  Jayme Watson

12:30  am to 1:30 pm

Lunch and Business Meeting

1:30 pm to 2:00 pm


2:00 pm to 5:00 pm  (.3 CEUs)

CAT Training

Case Catalyst - Cindi Lynch

Eclipse - Dineen Squillante

6:00 pm

Dinner at The Montana Club 



Sunday, August 27, 2023

Location:  Hampton Inn

8:30 - 10:30 am (.2 CEUs.)

CaseCAT training with Cindi Lynch


bottom of page