The Commissioner of Securities and Insurance (CSI) is hosting 16 investor protection events across western Montana this March. The events are part of the Protecting the Big Sky tour—a series of educational presentations to inform adults and seniors about common investment scams, and how to detect and prevent financial exploitation. This event is free and ... Read more
The Commissioner of Securities and Insurance (CSI) is hosting 16 investor protection events across western Montana this March. The events are part of the Protecting the Big Sky tour—a series of educational presentations to inform adults and seniors about common investment scams, and how to detect and prevent financial exploitation.This presentation is free and open ... Read more
The Commissioner of Securities and Insurance (CSI) is hosting 16 investor protection events across western Montana this March. The events are part of the Protecting the Big Sky tour—a series of educational presentations to inform adults and seniors about common investment scams, and how to detect and prevent financial exploitation.This event is FREE and open ... Read more
The Commissioner of Securities and Insurance (CSI) is hosting 16 investor protection events across western Montana this March. The events are part of the Protecting the Big Sky tour—a series of educational presentations to inform adults and seniors about common investment scams, and how to detect and prevent financial exploitation.This event is FREE and open ... Read more
The Commissioner of Securities and Insurance (CSI) is hosting 16 investor protection events across western Montana this March. The events are part of the Protecting the Big Sky tour—a series of educational presentations to inform adults and seniors about common investment scams, and how to detect and prevent financial exploitation.This event is FREE and open ... Read more
The Commissioner of Securities and Insurance (CSI) is hosting 16 investor protection events across western Montana this March. The events are part of the Protecting the Big Sky tour—a series of educational presentations to inform adults and seniors about common investment scams, and how to detect and prevent financial exploitation. This event is FREE and ... Read more
The Commissioner of Securities and Insurance (CSI) is hosting 16 investor protection events across western Montana this March. The events are part of the Protecting the Big Sky tour—a series of educational presentations to inform adults and seniors about common investment scams, and how to detect and prevent financial exploitation. This event is FREE and ... Read more
The Commissioner of Securities and Insurance (CSI) is hosting 16 investor protection events across western Montana this March. The events are part of the Protecting the Big Sky tour—a series of educational presentations to inform adults and seniors about common investment scams, and how to detect and prevent financial exploitation. This event is FREE and ... Read more
The Commissioner of Securities and Insurance (CSI) is hosting 16 investor protection events across western Montana this March. The events are part of the Protecting the Big Sky tour—a series of educational presentations to inform adults and seniors about common investment scams, and how to detect and prevent financial exploitation. This event is FREE and ... Read more
The Commissioner of Securities and Insurance (CSI) is hosting 16 investor protection events across western Montana this March. The events are part of the Protecting the Big Sky tour—a series of educational presentations to inform adults and seniors about common investment scams, and how to detect and prevent financial exploitation. This event is FREE and ... Read more
Educating seniors to safeguard their finances. We will present on common investment scams, the importance of reporting fraud and how to protect yourself and your loved ones. After our presentation, we will play a game of bingo to see what you've learned.
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. ... Read more
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 ... Read more
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 ... Read more
Register for this FREE webinar to learn about: - Tips for consumers - Reasons for insurance rate increases - The rates review process
Join Commissioner Brown and CSI staff for coffee and breakfast. You will have the opportunity to meet the team, learn about our agency and the initiatives we are working on.
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
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.
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
Romance scams and crypto-investment scams represent an ever-evolving threat to consumers. This session will explore the big tech perspective on these scams, delve into the sophisticated techniques employed by bad actors, and highlight opportunities to disrupt scams through public-private partnerships.Lucia HarrisDirector of Member ProtectionMatch Group As Director of Member Protection at Match Group, Lucia leads ... Read more
AGENDA BELOW! Don’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 For the CSI Insurance Summit room block, visit fairmontmontana.com, group ID: 31181. Refund ... Read more