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Keynote Speaker

Eryka T Johnson Leadership Brand Strategist, Author & Keynote Speaker

Breakout Sessions Presenting Sponsors:

Featuring presenters from around the state of Montana

Saturday January 28, 2017 8am-4pm Hilton Garden Inn | Missoula, MT

Shelly Wear Hospitality Co-Chair Nerium International (406) 544-6912

Ionela Rusnac Hospitality Co-Chair Anderson Zurmuehlen (406) 721-7800

Julie Richter Marketing Co-Chair Compass Insurance Group (406) 493-5726

Katherine Austin Presenter Co-Chair Pierce Flooring & Design Center (425) 471-1741

Racquel Williams Presenter Co-Chair Staybridge Suites (406) 241-0261


Deb Gass Exhibitor Co-Chair Montana Department of Labor (406) 542-5751


Trish Anderson Symposium Co-Chair Isagenix International

Kimberly Kinsinger Symposium Co-Chair

Deirdre Flaherty Treasurer

Erika Close (406) 239-6164

Flaherty Financial Services, Inc (406) 549-6718

Exhibitor Co-Chair PayneWest Insurance (406) 327-6587

Tracy Worley Symposium Co-Chair

Joy Mogensen Secretary

Ashley Corbally Treasurer

Holly Ondrasek Sponsorship Co-Chair

Selkirk Coaching and Training Group (406) 273-1631

Garden City Gift Baskets (406) 370-9331

New York Life (406) 396-3653

K Design Marketing, Inc. (406) 360-3034

K Design Marketing, Inc. (406) 273-6193

Women’s Symposium Registration Information Saturday, January 28, 2017 |

8am - 4pm


Hilton Garden Inn, Missoula

$45 MBN Members | $50 Non-MBN Members (lunch included)

Register online at for more information contact


2017 MBN Women’s Symposium www.Discover

Table of Contents

Welcome from the Chairs

We are thrilled to welcome you to our 12th annual Missoula Businesswomen’s Network Women’s Symposium, “Real Women - Montana Strong”. The Symposium will take place on Saturday, January 28, 2017 at the Hilton Garden Inn. The MBN Women’s Symposium is recognized as a phenomenal event throughout western Montana and averages more than 350 attendees each year. This year we will be featuring presenters from around the state of Montana. The MBN Women’s Symposium is a not-for-profit, one-day women’s conference held in Missoula. Since our first Symposium, it has been the goal of the annual MBN Women’s Symposium to educate, network, and promote local businesses, as well as provide attendees with personal and professional growth opportunities. We are excited to bring Eryka T Johnson to this year’s MBN Women’s Symposium as our keynote speaker. In addition to the keynote luncheon, the MBN Women’s Symposium offers three breakout sessions. Each session gives attendees the opportunity to hear presentations on topics from professional to personal growth. The presenters and his/her topics are listed for review throughout the publication. The MBN Women’s Symposium offers wonderful opportunities to network with other attendees and learn about other local businesses. There are nearly 50 vendors to mingle with, and we encourage all attendees to have business cards on hand to exchange with vendors and other attendees. We would like to thank all of our sponsors for their support. This event would not be possible without the help of our sponsors, and we hope you will take time to recognize them and offer your support to these local businesses. Thank you to our exhibitors and presenters for their support of the MBN Women’s Symposium. Finally, to the Symposium Committee and committe volunteers, your dedication and countless volunteer hours are appreciated, and we thank you for making this a wonderful event. Join us on Saturday, January 28th from 8am to 4pm at the Hilton Garden Inn for the 12th annual MBN Women’s Symposium, “Real Women - Montana Strong”.

Symposium Committee




Synergy Board




Benefits of Membership MBN Mission & Vision


A Look back at MBN Events


Keynote Speaker Symposium Schedule


Session One Presenters


Session Two Presenters


Session Three Presenters


Thinking Outside our Boxes


Stop Global Warming


with Ourstorced Accounting Strong Mind. Strong Woman


Proud to be a Member


Overcoming Strong


Organizational Barriers . . . Dream and then, Dream again


Five No Fail Principles for


Greater Success MBN Membership Form


Gifts of Measure




Symposium Sponsors


2017 MBN Women’s Symposium Co-Chairs, Kimberly Kinsinger, Tracey Worley & Trish Anderson

Missoula Business Women’s Network


Synergy Board Kimberly Kinsinger President K Design Marketing, Inc. (406) 273-6193

Christine Tutty Johnson Treasurer Clover Creative (406) 239-8151

Stephanie Lambert News Director Lambert Family Chiropractic (406) 544-6380

Tracy Worley President Elect Selkirk Coaching and Training Group (406) 273-1631

Erin Steele Membership Director JCCS, PC (406) 241-1586

Brenda Young Directory Editor AAA Mountain West (406) 830-0362

Beth Jaffe Website Director Cedar Mountain Software (406) 549-0766

Rebekah Cockrell Social Media & PR Clover Social Media (406) 203-6441

Karen Schlatter Event Coordinator Montana Event Services (406) 209-1464

Kristina Booher Advertising Director Farm Bureau Insurance and Financial Services (406) 370-6003

Trish Anderson Past President Isagenix International (406) 239-6164 Sharon Rhodes Financial Advisor JCCS, PC (406) 549-4148

Casey Dawes Media Director Self Publishing Services, LLC (406) 493-0257


2017 MBN Women’s Symposium

Jennifer Itskos Secretary/Historian Wine Shop At Home (406) 360-9247

Sub -networks Business Skills / Connections FIrst Wednesday

Time: 12-1pm

Location: The Loft of Missoula For More Information Contact: Julie Anton • REMAX All Stars (406) 868-1839 •

Empowerment / Health and Fitness First Wednesday

Time: 11:45am-1pm

Location: The Stone of Accord For More Information Contact: Julie M Richter • Compass Insurance Group (406) 493-5726 •

Coctails & Conversations Second Thursday

Time: 4-6pm

Location: Brooks & Brown / Holiday Inn Parkside Informal networking and social opportunity.

It’s more than

just a mortgage .

Mission Valley Third Thursday (Lunch Provided) Time: 11:45-1pm Location: Lake County Community

It’s a place you’ve been saving and working for — a place for your family to call home. Finally, celebrate it, with First Interstate Bank. It’s you and together. MORTGAGE REVIEWS AND HOME LOANS

Development Corp (407 Main St. Ronan, MT) For More Information Contact: Laurie Dassonville • SendOut Cards (406) 407-3054 • Carol Cunningham • C2 Business Solutions (406) 261-3200 •

MICHELLE FELDE | NMLS # 712728, 101 E. Front St., 406-523-4479 MICHELLE ALLEN | NMLS # 747562, 101 E. Front St., 406-523-4432 TERESA MORRISON | NMLS # 707806, 101 E. Front St., 406-523-4238 BILL NOLAN | NMLS # 544147, 3502 Brooks, 406-523-4478 BRETT CALAHAN| NMLS # 707916, 101 E. Front St., 406-523-4436 COMPETITIVE RATES • FIRST-TIME HOME BUYER PROGRAMS • NEW CONSTRUCTION LOANS ONLINE APPLICATIONS • INSTANT PREQUALIFICATIONS • REFINANCING

Missoula Business Women’s Network


MBN Benefits Member to Member Advertising • Membership Mailing List

• Website Ads

• Membership Directory Ads

• Sponsorships

If you have further questions, please contact the Synergy Board Marketing Director at

Mission & Vision

Networking Talk away. We encourage it!

Events Have fun and meet great women at our annual social events: • Annual Symposium

• Spring Social

• Annual Retreat

• Fall Social

Membership Directory This business information bank gets you listed so fellow members

Founded in 1985, the Missoula Businesswomen’s Network is committed to increasing the personal and professional effectiveness of its members by:

can call your business first! Log in to your account to discover all the opportunities MBN has available to you. Review and update your directory listing and membership profile to make sure members can find you for their business needs.

Recognition You can get recognized in front of your peers for business and personal accomplishments.

Win with MBN • Bring the most guests to the General Meeting and win a free lunch at the next General Meeting! • Sponsor the most members per quarter and have a 60 second presentation at a general meeting to talk about your business. • Sponsor the most new members for the year and win a free renewal of your dues for next year!

Mentoring MBN gives you the opportunity to mentor another person or to be mentored in meeting your business and personal goals.

Get Involved! We are looking for members to help with various tasks for the Membership Committee. Some activities would involve helping out at General Membership Meetings, making phone calls or helping with mailings. Contact Erin Steele,


2017 MBN Women’s Symposium

• Providing business and professional women with multiple forums for exchange of ideas, experiences and social interactions. • Encouraging professional development of business and professional women through educational presentations. • Creating public awareness of the diverse and significant contributions of women in the business and professional community. • Fostering interaction among women leaders, enabling them to exert their influence for the betterment of the entire community.

The T he w way ay to to achieve achieve your your own own success success is is to to be be w illing to to help help somebody somebody else else get get it it first.” first.” willing

- IIyanla yanla V Vanzant anzant

We are pleased to support all who strive to maximize their success and the success of their communities.

Missoula Business Women’s Network


A look back at MBN Events MBN Women’s Symposium

2016 Spring Social 2016 Annual Retreat

2016 Fall Social


2017 MBN Women’s Symposium

Keynote Speaker

Eryka T. Johnson

Leadership Brand Strategist, Author & Keynote Speaker Eryka T. Johnson is the CEO of High Pursuit LLC, an executive leadership consultancy, where she helps high achieving women leaders elevate their careers and influence in the workplace. Eryka mentors over 15,000 professional women in her community daily and shares her leadership journey through a monthly women’s leadership column LeadHERship featured in two Montana magazines, Cliffside Neighbors and Rimrock Neighbors. With 15 years as an engineering leader at ExxonMobil, developing and leading teams for high visibility projects, Eryka understands the significance of showcasing value in the workplace for today’s woman. This knowledge coupled with a passion to help women leaders get noticed, uplevel their confidence and develop a brand of leadership that’s unique to them, makes Eryka a valued asset to any woman seeking to go from invisibility to influence. In her book Own Your Life (which Barnes & Noble partnered with Eryka to promote and launch), she guides women through a unique system to find the clarity, confidence, and courage to lead unapologetically. This book is a practical roadmap for professional women looking to experience career and life success with no excuses. When Eryka is not pouring into her clients or speaking to a room full of influential women, she is busy spending time with her supportive husband, Pete, and their three beautiful children – Petey, Elena, and Caleb.

How Confident Women Lead: POWER in the Feminine Collective

SCHEDULE 8:00 am

Attendee Registration

9:00 am

Session One Presenters

9:50 am

Exhibits/Breakfast Break

10:30 am

Session Two Presenters

11:30 pm

Lunch & Keynote

2:25 pm

Session Three Presenters

• The #1 lie of the impostor syndrome

3:15 pm

Exhibits/Afternoon Break

• How to focus your strengths, instincts, and values to organically increase your confidence

3:30 pm


• The importance of a P.O.W.E.R. network to the success of your career, organization or business

3:45 pm

Grand Prize Drawings

A woman in leadership has powerful attributes. She understands how to showcase her value and the importance of bringing her expertise to the table. But what happens when a belief gap exists? Instead of sharing her brilliance, she underestimates her abilities, discounts her unique talent and remain committed to fear. Learn the strategies necessary to own your POWER as a confident woman leader so you can inspire other women to do the same. In this keynote presentation, you will learn:

Missoula Business Women’s Network


Session 1

Presenters — 9:00-9:50am

Janna Lundquist Throughout the chapters of her professional life, Janna Lundquist has focused on building strong relationships, tackling important new challenges, and serving the wider community. After beginning her career in advertising in ntains Minneapolis, she chose the Rock Rocky Mo Mountains of Montana as her new home in 2006. She spent nine years on the team at First Security Bank, Division of Glacier Bank – in client service at first, and eventually as the Vice President of Strategy & Engagement. Now, as president of Janna Lundquist Consulting, Janna partners with businesses, non-profit organizations, and individuals who believe in generating meaning and profit. ____________________________

Build Your TRIBE, Build Your Life Pursuing personal and professional goals on your own can get lonely. But there’s no reason to go it alone! Get the right support at the right time, and create the life you want, by building your own TRIBE. You form the center of your tribe, surrounded by four key types of tribe members who provide: Tough Love, Resources, Belief, and Experience. In this session, you’ll identify the people who already support you in these ways, and make a plan for identifying the additional tribe members who will help you build a fulfilling life.

Janna Lundquist Consulting PO Box 7771 Missoula, MT 59807 T 406.531.4658

Kathy Schulte Kathy M Schulte is a graduate of the University of Montana with a major in Finance. Over the past 25-years she has worked in the banking industry as a Business Banker/Commercial Loan Officer. She is currently in the process of pursuing a Certified Valuation Analyst designation adding to her professional expertise. Throughout the years she has taught various business seminars to include “Managing your Business”, Scalability of your Business” and “Networking for Results.” In addition to her lending career, she has been very active in the Missoula business community. Over the past 4-years, she has traveled to Denver to facilitate a multi-state training of President-elects of various Rotary clubs throughout the region. ____________________________

Business Success: Staying in Love with Your Business Plan Kathy brings savvy and sexy into what most of us do not want to think about, our business plans. This presentation launches you into a love affair as you start a business or are sustaining one. Kathy will introduce the 5-C’s of credit, personal financial statement, forecasting, and rolling these into a savvy business plan. This interactive breakout gives you the tools for your banker and investors to make a decision. Are you looking to expand, or tap into business resources? Kathy gives you what you need to streamline and a compelling framework to be proactive in your future success. From what you should know to compelling investors; Kathy takes the guess work out of next steps and the view from re-active to proactive sustainable success. 920 Simons Drive Missoula, MT 59803 T 406.360.5258


2017 MBN Women’s Symposium

Jennifer Stephens Jennifer Stephens brings 10+ years of grassroots and formal economic development experience to her role as Missoula SBDC Regional Director. A Montana native, Jennifer earned a B.A. in Journalism from Gonzaga h U i i off University and an MBA at the University Montana. Jennifer currently manages clients for Groundswell Media Productions. With handson business management experience and training, Jennifer is passionate working with small and micro enterprise businesses see their potential for future growth. Recently recruited as an advisor to Missoula’s Kiva Zip program, Jennifer is excited to help Montana business access funding streams through micro lending. Jennifer also helps organize Missoula’s 1 Million Cups events and active in organizing Startup Weekend events in Montana. ____________________________

Women Helping Women: Missoula Community Business Development Resources Showcase Join Jennifer as she shares and discusses business support resources just for women. Did you know some of the main resources available are led by women? From University of Montana to government agencies learn from other women how to start a business, sustain your business, land government contracts, and sharpen your savvy on best business practices toward sustainability. Jennifer will share resources, other women’s stories of success, and share resources most of us are unaware and or think not available to you. Just as MBN is passionate about helping you grow; Jennifer brings the same passion to taking your business to the next level.

University of Montana 32 Campus Dr., UH 116 Missoula, MT 59812 T 406.493.4702

Session 2


Judy Preston Judy Preston loves her job, which is to improve your organization’s productivity through team building. She motivates and develops leaders, and inspires teams to work better together. Judy is a Certified er a Gallup trained Myers-Briggs Practitioner, Strengths Coach, a graduate of Leadership Montana, has a Master’s Degree in Business Administration and over 20 years of business management experience. Her positive and warm personality is a perfect fit for her leadership development services. ____________________________

Getting the Most Out of Networking Meetings MBN and other organizations provide great networking opportunities! Judy’s active presentation will help you understand your own communication style so you can get the most out of networking meetings. • Discovering and using your natural ways of interacting to make connections. • Learning specific strategies to comfortably meet and network. • Identifying tips that work for you to develop your own message or elevator pitch.

Skill Builders 104 Red Tail Rd Polson, MT 59860 06 T 406.239.4576 y@skill-bui ww.skill-builders.o g


Theresa Callahan Theresa Callahan is an expert at helping great Leaders build High-Performing Teams. She is a featured speaker at events throughout the country and inspires her audience to break through barriers and leverage their talent by assessing their needs and turning ACTION items into results! As an Executive Leadership Coach, Theresa focuses on Talent Management issues that affect all business owners and team leaders. As the business grows, so do the demands of the team – and that requires ongoing strategic planning, making sure you have the right people in the right jobs, and accountability measures in place at all levels of the organization to achieve consistent results. She wrote a book called, Managing For Performance: Building Accountability for Team Success – a straightforward Leadership Blueprint that provides tools and resources for Business Owners and Team Leaders who desire to step boldly into Leadership and build a High Performing Team. ____________________________

Business Plan for Your Health Did you know there are fantastic business support resources at your fingertips on campus at the University of Montana and that they are run by women? Learn from other women how to start a business, land government contracts, and stay sharp and savvy on the latest business skills.

Team Synergy Institute 18912 SE 44th Pl. Issaquah, WA 98027 T 425.241.4855

Nate Wenner & Megan Olson For more than twenty years, Nate has provided expert financial counseling to clients through a process of discovery; often addressing personal considerations that are connected to a client’s pal and Regional financial future. As a Principal Director with Wipfli Hewins Investment Advisors, Nate utilizes his experience as a CFP®, CPA, PFS, and CIMA® certified advisor to deliver a comprehensive wealth management approach including retirement planning, investment planning, tax planning, and estate planning, among others. This methodology provides his clients with valuable resources and a disciplined approach to realize their financial goals. ____________________________

Money Matters for Women Join Wipfli Hewins’ Nate Wenner, CFP®, CPA, PFS, CIMA®, Principal & Regional Director and Megan Olson, CFP®, Financial Advisor for an engaging session on financing for your future. They will explore some of the current challenges that women face in their financial lives and how to plan for retirement. You will learn key highlights of investing for the long term, fundamentals to building a smart, efficient investment portfolio, and a look into retirement planning steps in order to bring confidence to your overall financial picture.

Wipfli Hewins Investment Advisors, LLC 7601 France Avenue South Suite 400, Edina, MN 55435 T 406.532.4295

Busin Missoula Business Women’s Network


Session 3

Presenters — 2:25-3:15pm

Phil Quigley Phil honed his talent development, coaching, and cross cultural communications skills in the emerging markets of Hong Kong, Korea, China, Singapore, Australia, h he h spentt Indonesia, Taiwan and India, where most of his 14 year career with Yahoo. Phil cut his entrepreneurial teeth as Vice President Sales for Axlon, a startup toy venture comprised of veteran Atari engineers and marketers. At the expense of well heavily entrenched competitors, he drove sales to the 10 million dollar level before helping to sell the company to Hasbro. In 2011 Phil joined Talentron, a Scott’s Valley, California talent development consultancy focusing on building leadership capabilities of frontline managers, using performance support apps to reinforce key learning points and boost productivity Upon graduation from Lake Forest College, he spent 5 years in the United States Marine Corps, attaining the rank of Major serving as an Intelligence Officer in Southeast Asia. ____________________________

One More Time... How Do You Really Motivate People? The most frequently asked question in management is how do you motivate people? One approach is to hire people who are already motivated and then provide them the right set of challenges, resources and support to get the job done…then stand back and let them get on with it. Remove thee at organizational or jurisdictional obstacles that get in their way. Another is to understand the forces and factors that create a motivating working climate, as we’ll be doing today.

Lauren Gonzalez

Lauren is a Montana-based writer making sense of motherhood by crafting humorous true tales about the experience. Her stories touch on the more human elements of motherhood, and show that this journey is really all about learning to love yourself deeply, cleaning up your messes, and remembering your coffee in the microwave. ____________________________

Have it All! (And Here’s Your Tissues): Using Motherhood in Business Kids are a death sentence for your career, right? Wrong! If you have big dreams, big goals, AND a big desire to build a strong family, this session is for YOU. Be part of a growing movement across the nation embracing motherhood in the workplace. 5707 Helena Drive Missoula, MT 59803 0 T 406.207.4811 onzalez

Talentron One Victor Square Suite 8003, Scotts Valley CA 95066 T 831.438.8500


2017 MBN Women’s Symposium


The DBE Program helps small, forprofit businesses owned and operated by socially and economically disadvantaged individuals. It is designed to foster equal opportunity for minority, female and otherwise socially disadvantaged business owners on federal-aid transportation projects and help them improve their business efficiency and flexibility. The DBE Program can provide specific training and guidance to assist small businesses in becoming more competitive in today’s marketplace.

Find out how the DBE Program can help your business - Contact us today! Shannon Hahn 406-444-7287

Maghan Strachan 406-444-0841

Maggie Metzger 406-444-6337

Or visit our website:

Missoula Business Women’s Network


Thinking Outside Our Boxes: Creating Cr reatingg a Process-Based Pr “How?” for Strategic Success In the modern business world, we are surrounded by boxes – from our inbox, to our cube like office spaces, to our angular buildings, to our efforts to “think outside the box.” No wonder many businesses are feeling uncomfortable in their current state, whether it is due to the complexity creep of the systems or internal issues that cause communication breakdowns and slowing efficiency. Thus, many businesses are asking how do we rediscover and nurture a growth mindset? And then, how do we plan for building capacity when we have a myriad of issues to deal with daily: competition is up, employees are stressed, constantly having to adapt to technological influences, and the costs of doing business continue to increase? Whether you or your organization engage in an annual strategic planning, operational review, or another organizational process, the ability to define a process and the strategies to make decisions on how to allocate resources is imperative.

Although some plans are written for long-term goals in the 3-5 year range, in today’s rapidly changing political and economic environment, the most effective plan is structured functionally, periodically revised, and sets forth clear actions that push to discover the “how to” of achieving your goals. How to keep moving toward your financial goals, how to more effectively utilize your resources, how to measure performance assuring goal completion, how to align operational functions, and how to quickly adapt when key performance factors change. While discovering the “how to,” remember the process of planning is full of secondary opportunities. Recently, I was engaged in facilitating a planning session within a large, multi-branch organization. The discussion surrounded efforts to roll-out several new products designed to expand their service offering to consumers and increase lines of revenue. Although the management team began the planning discussion with the intent to design a specific roll-out plan, we quickly realized an overlooked issue could potentially bog down the organization’s long-term growth potential. A slight shift in direction greatly reduced several risk factors potentially impacting the people, their performance and the organizations profitability. This out of the box discussion in our strategic planning allowed us, as Aaron Patzer, founder of Mint advises, to “turn a perceived risk into an asset.” So the question remains, “How relevant, practical and meaningful are your plans in addressing existing risks and opportunities? Do they create, implementing, and measuring success of future goals, as well as plan for revisiting/ revision to address current state? Or has it become just another plan sitting on the shelf? “

Author Andre Maurois once said, “Business is a combination of war and sport.” Both require strategy and leadership. With an effect plan in place, you are more prepared for the days of battle ahead and on the right path to enjoy the days of playing the game. Consider the following as it pertains to your organization. If you answer “yes”, the opportunity to revisit your planning process is now. • Did your company develop a new product or service this past year? • Is your company experiencing a growth spurt, opening a new location or entering a new market? • Has a market shift forced you to see things differently, identify new resources or provide new leadership direction to your team? • Are increased expenses negatively impacting your profitability and beginning to sacrifice growth potential, customer service, or team morale? • Are increasing complex regulations influencing your strategic direction? • Have inconsistencies in training and performance expectations created increased employee frustrations, low productivity or possible high turnover? • Are you gaining the most productivity from your human talent? • Do you desire a culture of leadership, aligning strategies to your people, your performance and your profitability? Similar to the change of seasons, each phase in business represents a cycle completed and the beginning of new directions, challenges and opportunities. Strive to create plans that “see things in the present, even if they are in the future” (Larry Ellison, Oracle co-founder). It is through diligence, insight and strategic execution that your business can continue to thrive. Colleen Rudio Cascadia Business Development


2017 MBN Women’s Symposium ww w ww. w.D Disc Di Disc cov over e MB er BN. N co om

Stop Global Warming With Outsourced Accounting It is widely accepted global warming is human-caused, but the origin is not what you would expect. The true source of global warming emanates from the intense friction caused where your drive to run a successful business chafes against the time required to optimize your accounting function. We see it all the time, especially with our small business clients. The rub is a slow burn and shortly before a major melt-down we hear statements like these: “We had to amend our taxes because my husband ‘forgot’ a hunting season’s worth of transactions. All he could say was, ‘At least I got my elk.’� “I worked on my year-end accounting for 33 straight hours, then had a migraine for the next two days.� “My wife is my accountant. Our last reconciliation was in March — it didn’t balance, and nothing has since! I’m afraid to freak-out because she might poison my dinner.�

You have a higher conscience, so read on to answer the question, “How can I do my part to stop global warming by outsourcing my accounting?� There are two primary steps to halt global warming. First, as with so many of life’s decisions, know the scope of what you need before you go looking at outsourced accounting solutions providers; fully integrated and holistic vs. compartmentalized, project based vs. ongoing, etc.. Second, be sure the service provider you select has a team dedicated to your unique needs. If there is no team, you may feel a return of the burn in the event of provider illness or absence. You may weigh the importance of your accounting team’s local presence (vs. remote). Of course there are many other components to consider which are unique to your business, your mission, and your values. Be cool. Do your part to stop global warming. Outsource your accounting. Steve Mauer, CAP MauerPower Consulting, LLC

These three actual quotes go to the core of good accounting information; timely, reliable, complete, and therefore useful for decision making.

Business Loans  Charla Hoshor, Owner, Quick Paws Hiking Company

Maryann Hubbard Executive Regional Vice President

David Rook, V.P. of Commercial Lending Missoula Federal Credit

Michaela Schager Executive Regional Vice President

We’ll help you Ďnd the right Ďnancing so you can focus on taking great care of your customers. •

Commercial Real Estate Loans

• •

Equipment & Vehicle Loans

• •

SBA Financing


Business Credit Cards

Federally insured by the NCUA. All loans subject to approval.

Contact one of our Commercial Loan Oĸcers:

 •   • •  

David Rook Darvin Rush 3600 Brooks 3600 Brooks 523-3528 523-3339

Missoula Business Women’s Network


Strong Strong

Staying present is a muscle that, like any other, requires practice and repetition to strengthen.

The mind is a sneaky bugger. Leave it to its devices, and it will run you in circles, leaving a mess in its wake. It will taunt you, tease you, and tempt you with un-rewards. If left unchecked, it will lead you to exactly where you don’t want to go. Procrastination. Distraction. Frazzled. Unmotivated. Uncommitted. You feel hopeless, helpless, sad, angry, and discouraged. You sit in your chair, ignoring your business plan, endlessly scrolling Pinterest instead. You wonder why the phone doesn’t ring, and because it isn’t ringing, you say Screw It, and scroll some more. There go your goals, there goes the promotion, there goes the year-end bonus, the recognition you deserve for a job well done. And there goes your self-esteem, and your courage along with it, in the tank. The bad news first: it’s YOUR mind, it’s yours to take care of. The good news: it’s Your Mind! It’s you who can care for it! It’s you who has control, you who has a say over what it does and doesn’t tell you. It’s you who can change what it tells you. It’s you who has the power, you who can choose to change its message. But it sure is wonderful to let the mind run rampant. Who wouldn’t want the juicy payoffs and succulent rewards provided by the unchecked mind? We get to not take responsibility, we get to have things not be our fault, we get to give ourselves blanket permission to do just about anything. And we get to justify our actions! “Go ahead, have that (second) bowl of ice cream! It’s ok, no one will know, no one will see you. Go ahead! Be late to that meeting. It’s not your fault, it was because of the traffic. Go ahead! Buy that expensive purse. You can save for retirement later. Go ahead! Clean up after the entire party by yourself. It’s so noble, being a martyr. Go ahead! Play the victim. Give away your power and be off the hook for whatever happens.

Maintain awareness of what the voice in your head that’s an a-hole is telling you. If you hear it saying, “Go ahead, _____.” Or “It’ll be fine if you just ________” in a way that sounds like an excuse or a justification, listen more closely. Pay close attention. Because if you don’t notice that voice, you will absentmindedly follow its lead. Say, “no thank you” to the seductive reasons and alluring excuses. It need not be a fight or struggle. You need only let go. When you are tempted to hold on to your self-sabotaging ways, recall the words of Rev. Safia Rose: She let go. Without a thought or a word, she let go. She let go of fear. She let go of the judgments. She let go of the confluence of opinions swarming around her head. She let go of the committee of indecision within her. She let go of all the ‘right’ reasons. Wholly and completely, without hesitation or worry, she let go. She just let go.*

Awesome. Right? But take a closer look: what more do we give away, when we give away responsibility for ourselves? We give up on our commitments, desires for the future, self-respect, trustworthiness, integrity, power, sense of self-worth, the list goes on. Suddenly the cost is clear - we are giving up on ourselves, and all that is most important to us. The cost far outweighs any fleeting payoff. “That’s great!” you say. “But how do I keep on top of my mind? The minute I look away, my Gremlinis back to his sneaky tactics.”

Mind. Woman.

If you let your mind run the show, you will create exactly what you don’t want. Living by unsupportive thoughts like, “You don’t deserve this. You don’t belong here. Who are you to speak up for yourself? Good girls don’t _______.” will land you in a pit of inaction, powerlessness, and despair, questioning your own value. Act from a place of powerlessness, and you’ll choose safety over risk, people-pleasing over courage, the easy route over commitment. Create the time in your day to train your mind to run on supportive thoughts like, “I am doing this. I am in the right place. What I think is important. What I have to offer is valuable. I trust myself.” Feel the energy of openness expand inside the skin that contains your spirit - feel the hope of new possibility, and from that space - that sacred space of authentic power, willingness to be vulnerable, willingness screw up and try again, from the space of trusting - it is from that space that you will create a Real Woman. A Strong Woman. A Montana Woman. *You can read the complete poem of Rev Safire Rose at Geraldine Carter Mindfulness Coaching Works


2017 MBN Women’s Symposium

Technology 6LPSOLĂ€HG


Proud to be

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Overcoming Common Organizational Barriers:


Why Communication Matters

ommunication is the buzz word in organizations experiencing challenges in capacity growth: there isn’t enough, it is unclear, it is missing. This leads the people of an organization to feel isolated, unimportant and uninformed, feeding a host of daily fires that managers and business owners spend time fighting. When you focus on building your organizational capacity, communication plays a key role in aligning your core functional areas to your strategic goals. In order to achieve your purpose and manage your people, processes, and products/ services, communicating in a clear, concise and timely manner allows you to deliver on the promises you made to your external stakeholders and increase your profitability. The issue is that organizations often assume that good communication is taking place at all key levels. This leads to the un’s, re’s, mis’s and dis’s that impede growth - unreliable, unproductive, repetitive, reactive, misaligned, miscommunicated, disorganized, dissatisfied, etc. And while businesses understand at some level that they must communicate well to stabilize and grow, emphasis on doing so is often lost in day to day business. Good communication takes preparation and constant attention. Edward de Bono, in his book Six Thinking Hats, refers to outdated thinking models where judging situations was enough to make decisions: “From the past we create situation standards. We judge into a ‘standard situation box’ which a new situation falls. Once we have made this judgement, our course of action is clear.” Much of business communication follows the same model: “I need to communicate with employees so I will put out an email;” “we have a new product so we will create an advertisement.” The problem here is that the business world is changing at such a rapid pace that our old models of communication can no longer apply and thus, de Bono explains, “instead of judging our way forward, we must design our way forward.” What this means for our communication is that we must be diligent and mindful about designing fluid, open, constant, clear communication to deal with myriad of changes that requires our ability to listen and design our response. Some essentials of creating effective organizational communication lie in the answers to four questions.


2017 MBN Women’s Symposium

Are we creating an atmosphere of open 1. Open communication? communication requires freedom for information, honest opinions/ ideas/ input, open dialogue on problems and solutions, and challenging the status quo. Are we ready to listen, engage and provide input? Can we take constructive criticism in order to challenge ourselves to do better? Recognizing that we all come to the table with different levels of understanding, being aware that open communication is a constant process, and that it takes thoughtfulness and preparation every time you engage a new person will result in a change to more open communication. we designing clear, concise messages that avoid 2. Are the “curse of knowledge,” strive for simplicity and conversations, and incorporate the opportunity to create a “visual”? We think we do this all the time. Most of us communicate face to face with ease, with a fair amount of fluency without having to give much thought to the mechanics. What is more, most often, verbal conversations lead to results – people hear us, understand us and thus, result. But this ease leads us to be complacent about our oral communication. When we write, we plan, we think, we edit - at least a bit. Rarely do we apply the same process to speaking. The key to doing making face to face interactions more effective is to use the same planning and forethought into speaking as we tend to do with writing. we manage our nonverbal behaviors effectively 3. Do (eye contact, body language, gestures)? Do we listen to communicate? 4. Listening is often confused with hearing. Listening can’t happen without hearing, but you can hear and not listen. Hearing is a passive action. We hear things everyday – whether we want to or not! We have little control over it. Listening, however, is an active choice. Not listening simply requires flipping off our attention switch. To listen, we must engage not only our ears but our brain to process the verbal and nonverbal information to understand and react. Listening requires engagement,

and many of us show that we are listening with nods, uh-huh’s, or mmm-hmm’s. While these basic forms of communicating listening are effective, a higher level of engagement really embraces open communication. Higher level listening skills could include: • Reflecting – Verify, and clarify what you think you heard. • Probing – Question for more information. • Supporting – Show empathy and understanding for the other person’s situation. • Advising – Provide new information to reinforce or change perception by providing facts. The un’s, re’s, mis’s and dis’s that plague organizations can be overcome with a more processbased model of open communication. When we are mindful of how often and in what style we communicate, in addition to who we involve in our communication and that we recognize the need to scaffold their understanding to internalize information, communication becomes an asset to an organization, not a barrier. Libby Brunell Cascadia Business Development

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“Navigating you through the storms of life ...” Missoula Business Women’s Network


DREAM … and then, DREAM again. “Life gives you permission to tell any dream, thank you for your service.” ~Susan Boelman My Mom suggested I pick out a carpet color for my bedroom. I was 9 years old. Bright, lovely, happy, sunshine yellow. During that process, I realized how color changes a space. At the age of eleven, Mom allowed me to paint big blue and yellow horizontal zig-zag stripes on my bedroom walls. It took a bit of convincing. In the end she believed in me, … and once the project was complete I started to believe in me too. Thus, my dream of being an interior designer blossomed. Sophomore year in high school I begged for money to completely redo my bedroom, including wallpaper, which at the time was expensive. I built my own furniture, designed new pillows, and selected the perfect wall covering. I loved every inch of my room. That experience proved to me how the spaces where we live and work affect our everyday lives. My passion flourished and provided direction to pursue my dream. 31 years later, a Masters Degree in Interior Design with commercial projects in 10 countries under my belt, something changed. My passion started floating away. Tough to accept as I was the poster child for the educated interior design profession. An ambassador for creating interior spaces to improve people’s lives through the use of color, texture, pattern, and scale. My dwindling passion was a surprise and felt like a huge loss. My childhood dream, what happened? I spent three years searching for passion fueled by ‘that’ dream. Isn’t that what we live for … to fulfill our childhood dreams? I decided to work on smaller projects hoping for a connection. Hosted workshops for entrepreneurs to create their own successful office space. Dabbled in designing a

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product line to highlight business brands. Why had my happy dream become so hard? January 2016 I hired a productivity coach. I thought I could revive ‘that’ dream by working harder, working smarter, and staying super focused. This philosophy worked well at 17 pursuing a design career. Smart people repeat what works. 40 days into the program, my dance with passion turned into a brick wall of frustration. My intensive level of focus brought everything uncomfortable to the surface. I remember sitting at the computer one morning crying when the realization that my design career was dying came over me. I started asking a scary question, ‘what if’? I clearly remember typing a post to my coach, “What if I don’t want to complete another interior design project? What if I leave the interior design industry all together?” Putting this in writing felt foreign. “Who would I disappoint? Was I giving up? What about my dream?” The next 30 days stood still for me. Luckily, my sweet friend cleared the fog. She said, “You are not giving up. You achieved your childhood dreams. Not many people can say that. Now as an adult, decide on your next big dream.” April 2016, I was once again operating on all cylinders. I let go. The change wasn’t anything I could have predicted. My endeavours switched from creating beautiful interior spaces for people, to exploring already beautiful outdoor spaces with people. From indoor spaces to outdoor spaces. From creating “for people” to enjoying “with people”. From designing new beauty to examining existing beauty. The comedy of life. Truth is … the new dream was already bubbling. Not a bigger dream. Or even a sexier dream. A different dream with the same intent. Not an addition to what I was already doing. An ending and a beginning. Looking back, I believe the real fear was, “Do I have the energy and drive that it takes to start on a new dream? Do I trust myself enough to take on change? Am I smart enough for a different business model?” I realize now that the answer is always, yes! Because my tools, the things that I bring to any dream have not changed. My belief system, my talents, my wild crazy ideas, and my desire to empower others. “Continue when discouraged, for where there is no faith in the future, there is no power in the present”. ~John C. Maxwell I tell you this story for inspiration. To look at your dreams from the past, present, and future with equal validity. Realize a dream ending is a dream achieved … and that is success. The beautiful thing is you are at the center of your dream … and that is all you need to move forward. It may be time to stop hiding behind a comfortable dream when a new one keeps bubbling up. Today I feel the same excitement I had as a 9 year old embarking on a new joyful dream. As a matter of fact, I just might purchase some bright, lovely, happy, sunshine yellow carpet for my bedroom again. It fits my mood so well. Susan Boelman RCKN Outdoor Sisterhood

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there is a grain of truth so listen to learn. Try to see things from their position. If there isn’t a nugget of wisdom you can gain then you may look at it as a lesson in improving your ability to deal with difficult people or just accepting that you cannot satisfy everyone. But never discount criticism without examining it carefully. It can be a tool to fast track your personal and career growth. 3)

Be willing to do whatever it takes. I have observed folks I know personally, who are extremely successful, have been willing to do whatever it takes to create the success they desire. Success can require you to take risks and sometimes you may fail. Learn from it and do what you must to get back up and restart. If you own a business you have to set the standard for your employees and do whatever it takes! Whatever you do – do it well and know that sometimes you may have to do things you would rather not do. Do them well and know it is just a temporary situation. If you need better skills or more information, find a way to get them. If you need help, find a mentor and ask for the help you need. Don’t be afraid to admit you need help. Do whatever you need to, whatever it takes.


When life is not going the way you desire it to be – do not resist. This is not the same thing as giving up. I had a very hard time understanding the difference. There are times when you will move forward much faster if you can accept the situation. Take responsibility (see #1). Don’t blame, yourself or others. Step back and look at it honestly, without guilt. What do you need to do to create a different outcome? Make a plan. Get into action, but don’t keep butting your head against a brick wall. Accept the wall and find a way around, over, or under.


Belief + Action = Results. Action is very important. However, what I have learned from observing others as well as myself is that action without belief seldom produces the results that we desire. When we take action but do not have a strong belief in our ability to create the results we desire we will not create them. If you are taking action, the right action, consistently and are not getting positive results then there is a hidden belief that is sabotaging you. I have watched others take the same action I was taking and not get the same results. Sometimes it is a lack of skills and that can be corrected. But often it is the result of a deep unconscious belief. You can identify and change them. Never settle for less than you desire.

Would you like more success, fulfillment, and joy in your life? These five Principals for Success will help you create more of what you desire and less of what you don’t. 1)


You must be willing to take responsibility. We often think we are accepting responsibility BUT. Yes the But is what gets us into trouble. But it is the fault of ….... As a coach this is an area I often work on with my clients. The good news is that once you are willing to accept responsibility you are empowered to change the outcome. Wow! There are things in life that we can’t change such as a natural disaster but how you deal with your challenges is completely within your control. So, go ahead and take responsibility and step into your personal power. Listen to criticism. My take on this is a bit different than popular culture. But what I have learned is that if you are confident in who you are, then criticism will not hurt or devastate you. If you are on a path of growth and learning then constructive criticism can be an extremely valuable tool. Do you have the confidence to look at yourself with clarity and be open to areas where you can benefit from grow? One of my mentors taught me to always critique my major sales presentations. After every one we did a “what could we do better and what did we do really well (and should do again). I learned to be able to look honestly at my performance with the intent to improve – every time. You may wonder what about unfair or undeserved criticism? More often than not


2017 MBN Women’s Symposium

At times you may feel like you are using these Principles but aren’t getting the success you seek. Take an honest assessment of your situation. What is working and what isn’t? Are you REALLY applying all five principals? Be honest. Then identify what isn’t working, change it, and move forward creating the life of abundance and joy you desire. Patty Tolar Life & Business Coach Certified Clinical Hypnotherapist

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know, I know,” says my little brother David as he holds the imaginary microphone, his small hand fisted up to my mouth. When I hear that, I know I will be singing with him and enjoying with him for a good while. His enjoyment of music is infectious. His sweet demeanor is contagious. David does this to request a song for me to sing. Which could be any 50s, 60s, or 70s song. He knows the lyrics and sings them without full clarity but with perfect rhythm and timing. He has always loved music. He is four years my junior. He has Down Syndrome. My life would be very different without him. We are the ninth and tenth children of a large family. I don’t remember life without him. His existence in my experience of childhood and life in general, has shaped me, held me and helped me. I am forever marked by his gentle gifts.

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When I think of my childhood I remember my brother being such a constant and consistent force for me. In a large, busy family, this is an extra. Things like his rocking at night to help fall asleep. The whirring of his Sit and Spin. Being careful to step around him at the bottom of the stairs as he threw his muppet stuffed toys up the staircase to have them roll back to him. The smell of his purple, grape medicine to help with

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2017 MBN Women’s Symposium

his chronic colds. His Cream of Wheat every morning. His tongue thrust with every swallow. Holding his hands to help him learn to walk. Seeing his fluffy hair fly as he moved about once he mastered it. His rosy cheeks from chapped skin. The line on his hands. His heart shaped feet. This was my brother. Not “special,” just my sweet little brother.

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As a teenager, I loved being with him and playing with him too. We spent many days singing into broom handles and wooden spoons. Concerts and gigs in the kitchen most days. You couldn’t and still can’t finish one song before he is inhaling to request the next, “I know, I know…Bobby McGee.” He loves music. He knows music. And it is a pleasure and honor to sing with him. David and I both on either side of forty. And as my own family is beginning to leave my nest, I find it interesting that with my refound moments of time to wonder and daydream, I am thinking of David again with great intensity. He is still again leading me and teaching me. His ways, his teachings are assisting me in my midlife questions of what really matters. I am looking and searching for answers in myself, in books, in discussions and what I am really struck by is that I have had an immeasurable teacher all along. My little brother. David has taught me great lessons about love. He has taught me great lessons about relationships. With our relationship he holds no agenda, no expectations, no manipulation, no judgment or fear of it, no grudges, there are no apologies to be made, just gratitude, allowing, authenticity, honest feelings and no hesitation in showing them. His real and true wisdom is profound. It is innate in him. He is truly gifted. Cyndi Elliott OTR/L, Speaker, Author and Founder of I See ABILITY!™

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MBN Symposium magazine 2017  

2017 MBN Women's Symposium Publication

MBN Symposium magazine 2017  

2017 MBN Women's Symposium Publication