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UID:12760-1758715200-1758819600@csimt.gov
SUMMARY:2025 CSI Insurance Summit
DESCRIPTION:REGISTER TODAY\n\n\n\n\nAGENDA BELOW! \n\n\n\nDon’t miss out—register today to secure your spot! – A day and a half of quality content for just $100 ($75 Early Bird through July 31st)– National and local speakers– CE and CLE credits– One-on-one time with the CSI staff \n\n\n\nFor the CSI Insurance Summit room block\, visit fairmontmontana.com\, group ID: 31181. \n\n\n\n \n\n\n\nRefund Policy \n\n\n\nTickets are eligible for a refund if purchased on or before August 24. All refunds will be issued minus any processing or transaction fees incurred by the ticketing system. After August 24\, tickets are non-refundable. \n\n\n\n\n\n\n\n\n\n\n \n\n\n\n2025 Insurance Summit Agenda \n\n\n\nSeptember 24 \n\n\n\n11:45am-12:45pm – Registration \n\n\n\n12:45pm-1:00pm – Welcome \n\n\n\n1:00pm-2:00pm – Insurance Rates 101 \n\n\n\n2:00pm-3:00pm – Fraud in the 406 \n\n\n\n3:00pm-3:15pm – Break \n\n\n\n3:15-4:15pm – NAIFA Panel \n\n\n\n4:15pm-5:15pm – Commissioner’s Corner \n\n\n\n5:15pm – Social Hour \n\n\n\nSeptember 25 \n\n\n\n8:00am-8:30am – Breakfast and Welcome \n\n\n\n8:30am-9:30am – 2025 Legislative Session Update \n\n\n\n9:30am-10:30am – AI In Insurance \n\n\n\n10:30am-10:45am – Break \n\n\n\n10:45am-11:45am – Insurance for Aging \n\n\n\n11:45am-1:00pm – Lunch and Networking \n\n\n\n1:00pm-2:00pm – CSI Bureau Presentations \n\n\n\n2:00pm-2:50pm – Industry Insights \n\n\n\n2:50pm-3:50pm – Burning Priorities: Wildfire Insurance \n\n\n\n3:50pm-4:00pm – Closing Remarks (Commissioner James Brown) \n\n\n\n*Agenda is tentative and subject to change at any time. \n\n\n\n\n\n\n\n\n\nThank you to the 2025 CSI Insurance Summit sponsor!
URL:https://csimt.gov/event/2025-csi-insurance-summit/
CATEGORIES:Insurance Outreach,Summits & Conferences
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BEGIN:VEVENT
DTSTART;TZID=America/Denver:20240917T100000
DTEND;TZID=America/Denver:20240917T160000
DTSTAMP:20260409T035933
CREATED:20240409T164102Z
LAST-MODIFIED:20240913T150627Z
UID:10967-1726567200-1726588800@csimt.gov
SUMMARY:Investment Advisor Symposium
DESCRIPTION:Investment Advisors…save the date. The CSI Investment Adviser Symposium seeks to update Investment Advisers on examination trends\, marketplace and regulatory developments\, and other topics of interest to financial professionals.  As Montana has not adopted IAR CE\, there will not be credit available.  However\, following the presentations\, our examiners will be available to meet with anyone who wants on an individual basis to answer questions you may have about your business model\, fees\, Form ADV\, expansion\, or any other topic. \n\n\n\n\n\n\nGet tickets HERE\n\n\n\n\n\nAGENDA\n\n\n\n\n\n\n\n\n\n9:30 AM \n\n\nCheck-in \n\n\n\n\n10:00 AM \n\n\nWelcoming RemarksKirsten Madsen\, CSI Interim Deputy Securities Commissioner \n\n\n\n\n10:15 AM \n\n\nKeynote SpeakerMarshall Gandy\, Senior Officer\, SEC Investment Adviser/Investment Company Program Director \n\n\n\n\n10:45 AM \n\n\nMontana RIAs at a GlanceRyan Sullivan\, CSI Securities Examiner/Investigator \n\n\n\n\n11:00 AM \n\n\nFinancial Abuse Specialist Team (FAST)Ryan Sullivan\, CSI Securities Examiner/InvestigatorChris McConnell\, CSI Attorney \n\n\n\n\n11:45 AM \n\n\n Break \n\n\n\n\n12:00 PM \n\n\nChanging Perspectives: How to Remedy Investors’ Fears about RetirementBlair Stapleton\, CSI Investor Education Coordinator  \n\n\n\n\n12:30 PM \n\n\nLunch \n\n\n\n\n1:30 PM \n\n\nWhat to Expect When You’re Expecting Your Regulator 2.0 Jennifer Adkins\, CSI Securities Examiner/Investigator \n\n\n\n\n2:15 PM \n\n\nMeet Your Regulator: A Chance to Talk On-on-One with CSI Examiners \n\n\n\n\n3:00 PM \n\n\nWrap Up
URL:https://csimt.gov/event/investment-advisor-symposium/
LOCATION:Montana State University Ballroom B/C\, 751 W Grant Street (Sub Ballroom B)\, Bozeman\, MT\, 59715\, United States
CATEGORIES:Summits & Conferences
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DTSTART;TZID=America/Denver:20240904T000000
DTEND;TZID=America/Denver:20240905T235959
DTSTAMP:20260409T035933
CREATED:20240521T180633Z
LAST-MODIFIED:20240903T031504Z
UID:11159-1725408000-1725580799@csimt.gov
SUMMARY:2024 CSI Insurance Summit
DESCRIPTION:Welcome to the 2024 CSI Insurance Summit! Join us for an exciting in-person event at the Copper King Convention Center\, Ascend Hotel Collection. Connect with industry leaders\, attend informative sessions\, and network with fellow insurance professionals. Don’t miss this opportunity to gain insights\, share knowledge\, and be part of the future of insurance. Register now and secure your spot at this must-attend summit! \n\n\n\n\n\n\n\n\n\nPurchase Tickets HERE\n\n\n\n\nRoom Block Information  \n\n\n\n\nGet Whova Now\n\n\n\n\n\n\n\n\nAGENDA\n\n\n\n\n\n\n\nSeptember 4\, 2024 (4 General CE + 1 CLE) – Including a CSI Showcase of our bureaus during the 1/2 day \n\n\n\n\n11:45 AM – 12:45 PM \n\n\nRegistration \n\n\n\n\n12:45 PM – 1:00 PM \n\n\nWelcome \n\n\n\n\n1:00 PM – 2:00 PM \n\n\nCSI Bureau Presentations \n\nInsurance Consumer Services – Jeanne Massey\, Compliance Specialist\nMarket Conduct – Matthew Eberhardt\, Market Conduct Examiner\nInvestigations – Neil Brunett\, Investigations\nLegal – Mark Mattioli\, CSI Senior Counsel\n\n\n\n\n\n2:00 PM – 3:00 PM \n\n\nLiving with Wildfire \n\nRocky Infanger\, Vice Chairman\, FireSafe Montana\nBob Biskupiak\, Director of Government/Technical Affairs\, Big I Montana\n\n\n\n\n\n3:00 PM – 3:15 PM \n\n\nBreak \n\n\n\n\n3:15 PM – 4:15 PM \n\n\nCatastrophe Risk and Property Markets \n\nJeff Czajkowski\, Director\, Center for Insurance Policy and Research\, National Association of Insurance Commissioners (NAIC)\n\n\n\n\n\n4:15 PM – 5:15 PM \n\n\nWildfire Insurance: Risk\, Resiliency & Recovery \n\nLyn Elliott\, Vice President\, State Government Relations\, Mountain States Region\,American Property Casualty Insurance Association (APCIA)Vice President\, State Government Relations\nBrandon Vick\, Regional Vice President – Pacific Northwest\, National Association of Mutual Insurance Companies (NAMIC) \n\n\n\n\n\n5:15 PM – 6:15 PM \n\n\nNo-Host Social hour \n\n\n\n\nSeptember 5\, 2024 (5 General CE + 1 CLE) \n\n\n\n\n8:00 AM – 8:15 AM \n\n\nWelcome \n\n\n\n\n8:15 AM – 9:15 AM \n\n\nHot Topics – Fire Discussion \n\nModerator–Ted Bidon\, CSI Insurance Consumer Services Bureau Chief\nKaren Collins\, Vice President\, Property and Environmental\,American Property Casualty Insurance Association (APCIA)\nJeff Czajkowski\, Director\, Center for Insurance Policy and Research\, National Association of Insurance Commissioners (NAIC)\nDerek Harvey\,  Legislator\, House District 74\, Butte-Silver Bow Fireman/EMT\nPat McKelvey\, Board Member\, FireSafe Montana\n\n\n\n\n\n9:15 AM – 9:30 AM \n\n\nBreak \n\n\n\n\n9:30 AM – 10:30 AM \n\n\n2025 Legislative Discussion \n\nFrank Cote\, CSI Government Relations/Deputy Insurance Commissioner\nDerek Harvey\, Legislator\, House District 74\, Butte-Silver Bow Fireman/EMT\nJohn Fitzpatrick\, Legislator\, House District 77\n\n\n\n\n\n10:30 AM – 11:30 AM \n\n\nMeet the Candidates \n\nModerator–Frank Cote\, CSI Government Relations Director/Deputy Insurance Commissioner\nJames Brown\, Republican Candidate for Montana State Auditor\nJohn Repke\, Democratic Candidate for Montana State Auditor\n\n\n\n\n\n11:30 AM – 12:30 PM \n\n\nLunch \n\n\n\n\n12:30 PM – 1:30 PM \n\n\nCSI Enforcement Actions – Live Recorded Podcast \n\nModerator–Mark Mattioli\, CSI Senior Counsel\n\nState v. Kevin Sept \n\nBryan Stanley\, CSI Investigator\nKate McGrath Ellis\, CSI Interim Chief Legal Counsel\n\nState v. Naomi Leisz \n\nNeil Brunett\, CSI Investigator\nKevin Bratcher\, CSI Attorney\n\n\n\n\n\n1:30 PM – 2:30 PM \n\n\nFuture of Insurance—How AI is Affecting the Industry \n\nWilliam Jardee\, AI Graduate Researcher\, Montana State University\nMiguel Romero\, Director of Property and Casualty Regulatory Services\, National Association of Insurance Commissioners\n\n\n\n\n\n2:30 PM – 2:45 PM \n\n\nBreak \n\n\n\n\n2:45 PM – 3:45 PM \n\n\nIndustry Insights—What Companies Are Seeing in the Market \n\nModerator–Frank Cote\, CSI Government Relations/Deputy Insurance Commissioner\nDrew Cziok\, Government Relations Director\, Blue Cross Blue Shield Montana\nJackie Boyle\, Vice President\, External Affairs\, Mountain Health CO-OP\nSean Slanger\, Attorney\, Jackson\, Murdo & Grant\, P.C.\n\n\n\n\n\n3:45 PM – 4:00 PM \n\n\nClosing Remarks
URL:https://csimt.gov/event/2024-insurance-summit/
LOCATION:Copper King Hotel and Convention Center\, 4655 Harrison Avenue\, Butte\, Montana\, 59601\, United States
CATEGORIES:Summits & Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20240611T110000
DTEND;TZID=America/Denver:20240611T170000
DTSTAMP:20260409T035933
CREATED:20240312T232909Z
LAST-MODIFIED:20240606T202727Z
UID:10710-1718103600-1718125200@csimt.gov
SUMMARY:2024 Investing in Montana Summit
DESCRIPTION:This will be an afternoon of learning about investment opportunities in our great state\, from angel funds to public companies. You will hear first-hand success stories from Montana companies and develop an understanding of the regulatory framework surrounding capital formation. Remember\, doing things the right way protects not only your interests but also the investors. We will have additional focus this year on raising capital from the business side with information on topics like preparing to raise capital\, trademarks\, patents\, trade secrets and intellectual property.  \nTickets are $50 and include lunch\, an afternoon of learning\, networking\, and hosted social hour.  \n\n\n\n\n\n\nRegister Now on Whova\n\n\n\n\n\n\n\n \nRoom block information at the AC Hotel HERE. \n\n\n\n\n\n\nAGENDA\n\n\n\n\n11:45 am \n\n\nLunch/WelcomeCommissioner Troy Downing & Philip Brittan\, CEO/CTO/Innovator/Investor/Advisor\, Former Vice President at Google \n\n\n\n\n12:45 pm \n\n\nProtecting Your Ideas Throughout the Capital Formation Process (1 CLE)This session will discuss how startups can protect their brand. Lawyers specializing in intellectual property\, trademarks\, and patents will discuss the ins and outs of protecting your trade secrets and business.—Kirsten Madsen\, CSI Interim Deputy Securities Commissioner & CSI Attorney\, Moderator—Katie Sullivan\, Intellectual Property Attorney\, Katherine E. Sullivan\, PLLC—Antoinette Tease\, Patent Attorney\, Antoinette M. Tease\, PLLC—David Cromwell\, Partner\, Davis Wright Tremaine\, LLP \n\n\n\n\n1:45 pm \n\n\nTaking on Debt: Accessing Finance for Your StartupThis session will highlight the results of two recent studies of funders and small businesses across Montana conducted by Accelerate Montana and Catalyze Global Impact LLC. Key findings include funding trends\, decision making criteria for funders\, and lessons learned by businesses seeking funding. —Dr. Jennifer Isern\, CFA/CEO\, Catalyze Global Impact\, LLC \n\n\n\n\n2:30 pm \n\n\nBreak  \n\n\n\n\n2:45 pm \n\n\nSmall Business and Startup ExperiencesVarious businesses will detail their own startup experience\, including where to focus energy\, how to find appropriate investors\, and how to navigate hurdles. A range of businesses and experiences are represented on this panel. Some have worked with the CSI in some capacity along their startup journey.—Commissioner Troy Downing\, Montana State Auditor\, Moderator—Alex Kutches\, Outdoor Industry Executive: Past President Mystery Ranch and Outdoor Research\, Past Director of Sales Marmot—Lyndsay Gutierrez\, Steering Chair\, Montana Food Hub—Jason O’Neil\, Co-Founder\, The Sidecar—Avanlee Christine\, Founder/CEO\, Avanlee Care \n\n\n\n\n3:40 pm \n\n\nBreak \n\n\n\n\n3:50 pm \n\n\nCapital Connections: Personal Dialogue with Legal\, Insurance\, Accounting\, and Banking ProfessionalsIn this interactive\, speed-dating-style breakout session\, we will talk with key personnel involved in the capital formation process. These interactive sessions are intended to be conversational as opposed to presentations and will be tailored to the needs of the attendees.—Insurance: Dan Rust\, Insurance Agent\, State Farm Insurance—Accounting: Colin Johnson\, Managing Director\, Wipfli & Zac Liermann\, Manager\, CPA/ABV\, Wipfli—Banking: Chris Romano\, Non-Depository & Administrative Bureau Chief\, Montana Division of Banking & Financial Insitutions—Legal: Charlie Cromwell\, Managing Partner\, Cromwell Law\, PLLC \n\n\n\n\n5:00 pm \n\n\nClosing Remarks followed by sponsors social hour \n\n\n\n\n*Subject to change and additional details coming soon. \n\n\n\n\n\n\n\nPowered By WhovaConference registration platform
URL:https://csimt.gov/event/2024-investing-in-montana-summit/
LOCATION:AC Hotel\, 110 N Tracy Ave\, Bozeman\, MT\, 59715\, United States
CATEGORIES:Summits & Conferences
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