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The Anderson ZurMuehlen newsroom includes current news, releases and industry updates. If you want to stay connected with us in other ways, follow our posts on LinkedIn, Facebook and Google+.

Congratulations Level II Visionary Award Winners: Kapri Byrne and Angela Murdo

The firm is pleased to announce Kapri Byrne, manager, (EBR/Helena) and Angie Murdo, shareholder, (Helena) as the Visionary Level II Award winners. Kapri and Angie exemplify what the firm is looking for in visionary performance. They were both previously recognized as Level I Award winners and have been elevated to Level II for their outstanding work.

 Kapri Byrne exemplifies a “Visionary” in her approach to her career and her contributions to the firm.  Her decision to “change course” in her career has helped build the bench strength in the ERISA niche area. She diligently balanced the transition of her attest workload, focused on technical development in the ERISA area and relocated her family from Great Falls to Helena. Kapri has dedicated countless hours to study and pass exams through American Society of Pension Professionals and Actuaries (ASPPA) earning the right to two designations once she satisfies the two year experience requirement.

Kapri continues her studies with the goal of achieving her CPC (Certified Pension Consultant) over this next year.  She takes on client projects with enthusiasm and works hard to produce a quality work product.  She continues her community/volunteer involvement as she jumped right into various activities including the auction team, representing EBR at fundraisers and as an active member of the Helena Discovery Block party planning committee, etc.  She was also an active member and past chair of the MAC committee. In addition, she has also set up several marketing opportunities – one of which could be a significant win for the firm!  She was pro-active in requesting updates to the EBR website and creating an EBR LinkedIn page to further enhance our social media connections.

Angie Murdo has demonstrated her passion and talent for service excellence in the financial institution industry. Over her career, she has developed proficiency and has earned a reputation as a true expert in her field. She has been instrumental in developing a financial institution team, leading the specialty team, training others across the firm and building the resources for Anderson ZurMuehlen to provide the highest quality of service in this niche area.  Recognizing her passion, the firm urged Angie to follow her heart and devote more energy to growing the financial institution practice. Not surprisingly, Angie far exceeded the firm’s expectations, having submitted proposals in the past quarter for independent audits, internal audits, compliance testing, and IT and general consulting to multiple financial institutions.  She has also stepped up as a manager on several existing clients after Kara Gallinger’s transition to business development. Angie is a true professional and a definitive example of a role model for others.

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Congratulations Visionary Award Program Winners: Carolyn Yampradit and Kapri Byrne

June Visionary Award Recognition

By Don Laine, CEO

The firm is pleased to announce Carolyn Yampradit, Advanced Certified QuickBooks ProAdvisor, (Billings), and Kapri Byrne, manager, (EBR/Helena), as the Visionary Level 1 Award winners for June. They truly exemplify what the firm is looking for in visionary performance.Carolyncropped

Carolyn did an amazing job for a client by researching specialized software that no one else in the firm had prior experience with. She worked with a large client whose QuickBooks Enterprise software database had become corrupt, and was days from completely crashing.  Carolyn spent hours researching the best possible solution for the client.  She contacted QuickBooks experts to determine the most effective way to get the client up and going, while considering how the client used the software.

Just to bring perspective to the size of this engagement, the client had over 22,000 inventory items, and when everything was completed, the size of their database file went from 980,672KB to 59,016KB.  With a 94% decrease in file size, the overall performance of their system improved dramatically and the client was very pleased with Carolyn’s efforts and resourcefulness. Once she took on this project, Carolyn took ownership and stayed on task until the client’s issues were resolved. She considered all options to get the client up and running as quickly as possible.

KapricroppedKapri exemplifies a “Visionary” in her approach to her career and her contributions to the firm.  Her decision to “change course” in her career has helped build the bench strength in the ERISA niche area. She diligently balanced the transition of her attest workload, focused on technical development in the ERISA area and relocated her family from Great Falls to Helena. Kapri has dedicated countless hours to study and pass exams through American Society of Pension Professionals and Actuaries (ASPPA) earning the right to two designations once she satisfies the two year experience requirement.

Kapri continues her studies with the goal of achieving her CPC (Certified Pension Consultant) over this next year.  She takes on client projects with enthusiasm and works hard to produce a quality work product.  She continues her community/volunteer involvement as she jumped right into various activities including the auction team, representing EBR at fundraisers and as an active member of the Helena Discovery Block party planning committee, etc.  She was also an active member and past chair of the MAC committee. In addition, she has also set up several marketing opportunities – one of which could be a significant win for the firm!  She was pro-active in requesting updates to the EBR website and creating an EBR LinkedIn page to further enhance our social media connections.  She is a great planner, organizer and networker.  She balances her work commitments so well – all while raising three small children.

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Leadership Development Course Class of 2016

Anderson ZurMuehlen’s Leadership Development Course includes employees who are nominated for a three-year leadership training program. The seminar includes career management, leadership principles, and client service. Participants also read management books in preparation for the annual seminars. The course instructors are Don Laine, CEO, and Cindy Utterback, Tax Business Unit Director.

Click here for more information on Anderson ZurMuehlen Trainings.

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Florence Crittenton Recognizes Kevin Kelley

Kevin Kelley, Shareholder (Helena), was recently highlighted in Florence Crittenton Home & Services newsletter for his 20 year service on the nonprofit’s Board of Directors.

HONORING A LEGACY

A century-old organization often has a common thread, a group of dedicated staff and supporters that are able to provide stability and consistency to the organization through the years.  Kevin Kelley is one such person for Florence Crittenton.  Kevin has been on the Board at FCHS for over 20 years, during which time he held virtually every position on the Board.  As Kevin steps down from his role at FCHS we took some time to reflect with him on his time at FCHS.

 

How did you first get involved with Florence Crittenton?

I was helping out with some accounting with the Home and knew of few of the Board members.  They asked if I would join the Board and I thought I could be of help in that capacity so I joined.  My first Board meeting was actually the first meeting held in the new building (current facility located at 901 N. Harris).

 

What has surprised you the most about Florence Crittenton over the years?

I have always been really amazed by the dedication of the entire staff, but particularly those that work day in and day out with the clients.  They have very difficult jobs and put their heart and soul into their work.

 

What do you wish other people knew about FCHS?

I wish people had a better understanding of the circumstances these young families come from and how they get to the point they are at when they begin working with Florence Crittenton.  There is so much more to the story than what we see on the surface.

 

What have been some of the highlight moments for you during your time at FCHS?

One has been to watch Paint the Town PINK grow and the excitement around the event.  It is so wonderful to see so many community members there each year.

 

Another big highlight for me was helping put on a wedding for one of the residential clients upon her discharge from the program.  It was so great to come together as staff and Board to help make that special day happen for her.  I still see her today at PINK and consider her a friend.

 

What would you tell someone who is thinking about donating or otherwise becoming part of the FCH family?

I would tell them this is a good investment for them, a good investment for the young families at Crittenton, and that their money/resources will be used wisely.

 

Click here to visit the Florence Crittenton website

 

 

Hot Job: Senior Accountant

Anderson ZurMuehlen & Co., P.C. is looking for a senior to manager level CPA to join our staff. Are you a self-starter with demonstrated experience in accounting processes? If you are looking for a place to set down roots and start your career we are interested in applicants with four or more years of experience. As a professional working as a senior to manager level, you will be an integral part of our team working in our office in Havre, MT.

Click here for more information.

Visionary Award Program

Visionary Award Winners

Finallogo

Congratulations to the

Level 1 Award winners for  April!

The firm is pleased to announce Angela Murdo, shareholder (Helena), Jill Galle, supervisor (Missoula) and Jamie Frank, administrative supervisor (Billings) as the Visionary Level 1 Award Winners for the month of April.  Each of these individuals truly exemplify what the firm is looking for in the quest for visionary performance.   – Don Laine, CEO

Angela Murdo

Angela has demonstrated her passion and talent for service excellence in the  financial institution industry. Over her career, she has developed proficiency and has earned a reputation as a true expert in her field. She has been instrumental in developing a financial institution team, leading the specialty team, training others across the firm and building the resources for Anderson ZurMuehlen to provide the highest quality of service in this niche.Recognizing her passion, the firm urged  Angela to follow her heart and devote more energy to growing the financial institution practice. Not surprisingly, Angela far exceeded our expectations, having submitted proposals in the past quarter for independent audits, internal audits, compliance testing, and IT and general consulting to multiple financial institutions.  She has also stepped up as a manager on several existing clients after Kara Gallinger’s transition to business development. Angela is a true professional and a definitive example of a role model for young CPAs.

Jill GalleJill truly demonstrates ownership attributes in her management of client projects. Success in our great profession of public accounting hinges on our firm personnel willing to be accountable and manage projects as if they were the CM.  Jill recently managed a large audit engagement consisting of 20 financial statements including consolidated and subsidiaries. She refused to take credit alone and acknowledged her audit team as being instrumental in the success of the engagement.  Jill’s actions will undoubtedly be duplicated by others in the firm because others can see how success feels and how clients react to successful projects.  Jill’s willingness to assume ownership attributes in managing engagements will promote our firm now and into the future.

Jamie FrankJamie took on the role as the Administrative Supervisor in Billings with grace and dedication through an incredibly challenging busy season.  The administrative team in Billings had multiple unexpected staffing changes and turnovers when they could least afford it.  Jamie rallied the administrative team and worked to energize the available resources and appropriately allocated the workload.  Through multiple turnovers, Jamie didn’t skip a beat and kept a level and cool head.She is truly an asset to our organization and showed an amazing level of leadership through a very challenging time period.  This professionalism has truly impacted the entire Billings office; allowing all employees to know that no matter what is thrown our way we can get through it with Jamie’s assistance.

Not pictured in top picture: Jamie Frank

Click here to learn more about our Visionary Award Program

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UM Students Visit Missoula Open House

Anderson ZurMuehlen Volunteer for Bozeman Health Foundation’s Garden Party

For the 15th year in a row, Bozeman staff volunteered their time for auction services to the Bozeman Health Foundation. This year’s theme was “Garden Party”. Tyler Reichhoff captured the spirit as a garden gnome, while Kyla Stafford, Jessica Van Voast, and Paula Johnson brought it as garden fairies. Flowers abounded, as well as generosity. The Foundation raised over $350,000 for the Special Care unit for babies at the hospital. We are proud to support such a pillar organization in our community.

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Anderson ZurMuehlen portal deletion notice

Did you receive an automated email that your portal has been deleted?

Our portal system is down for the next few weeks as we upgrade to a new system.  The upgrade process includes removing each existing portal and transferring it to the new platform.  An automated alert system may have notified you of the deletion of your portal depending on your email alert settings.

During this transition we have an alternate portal system in place to securely share sensitive information.

Please contact your Anderson ZurMuehlen professional if you need a temporary portal while our main system is down.
We will send you information to access your new portal as soon as it’s available.
Our apologies for any inconvenience this may cause you.