Investing in Montana Summit | June 12, 2025 | Bozeman, MT The 2025 Investing in Montana Summit is a dynamic event exploring the investment landscape for businesses in Montana. The summit will cover key topics such as capital-raising strategies, securities laws for businesses and investors (1 CLE), and the intricacies surrounding the cost of capital. ... Read more
The CSI will be presenting at the Senior Fraud Summit hosted by My Glacier Village. You will learn how to protect yourself against fraud and safeguard your finances.
Succession planning is important to your compliance program and your business. This webinar will cover Montana's regulatory requirements, common deficiencies seen in exams, and tips for developing a compliant Succession Plan. We will also address the importance of a Succession Plan to your business and your clients, including the types of data and information you ... Read more