OUTREACH
ANNUAL REPORTS
2024 Fiscal Year Annual Performance Report
The CSI is pleased to provide our 2024 report as Section 2-12-105, MCA requires. We pride ourselves on transparency and accountability and continue to do great work for Montanans.
2023 CSI Annual Report
2023 was another landmark year at the CSI. The agency’s meaningful, collective accomplishments are a direct result of the team’s steadfast commitment to consumer protection, education, outreach, industry communication, and regulation.
2022 CSI
Annual Report
We went into the year with great momentum and expectations and came out with amazing success stories helping protect Montana’s consumers.
2021 CSI
Annual Report
This was a very productive year for the Commissioner of Security and Insurance (CSI). This is directly correlated to the amazing team that makes up this agency.
CONSUMERS
INSURANCE
- Missoula Storm Disaster Flyer
- CSI Flood Insurance Flyer
- CSI Fire Flyer
- Self Storage Flyer
- Home Insurance in Indian Country
- CSI Auto Insurance For Young Drivers (video)
- Insurance Rates: Why Are They Increasing? (webinar)
- Insurance Rates: Why Are They Increasing? (presentation)
2024 Insurance Summit
- 2024 Presentation
- 2024 Insurance Summit Videos
- Enforcement Actions Live Recorded Podcast (video)
- Enforcement Actions Live Recorded Podcast (audio)
SECURITIES
- 2024 Fraud Awareness Webinar video with the CSI, FBI, AARP, and SMP Montana
- 2024 Fraud Awareness Webinar with
the CSI, FBI, AARP, and SMP Montana (PowerPoint) - Capital Formation Flyer
- Raising Capital 101
- Financial Abuse Specialist Team Brochure
- Protecting the Big Sky Tour Presentation: Educating Investors, Seniors, and Consumers to Safeguard Their Finances (video)
MISCELLANEOUS
INDUSTRY
SECURITIES
- Securities Capital Formation Flyer
- Securities Raising Capital 101
- Securities: Financial Abuse Specialist Team Brochure
2023 Investment Advisor Symposium
2023 Investing in Montana Summit
- 2023 Investing in Montana Agenda
- 2023 Investing in Montana Slide Deck
- Welcome video
- Business Models & Networks video
- Small Business & Startup Experiences Video
- Capital Formation from a Legal Perspective Video
- Private Equity Video
INDIAN COUNTRY RESOURCES
- 2023 Communication & Cultural Awareness in Montana
- 2022 AIAN Cultural Awareness & Communication Report
- 2022 AIAN ACA Report
- 2022 AIAN Pandemic Report
- Home Insurance in Indian Country Flyer
Other State Tribal Nation Resources