Accounting department holds annual Billings retreat

By: Travis Estvold
15 October 2014

CTA_2014_FinanceRetreat_Billings_2Drawing attendance from team members out of multiple offices, CTA’s accounting department staged its annual retreat at firm headquarters in Billings, MT, from Tuesday, Sept. 16 through Friday, Sept. 19. Facilitated by CTA finance director Karen Magone and with a kickoff pep talk by CTA president Scott Wilson, the meetings covered a wide array of topics under the following headings:

  • Accounting
  • Billing
  • Vision software maximization
  • Project manager facilitation (with Brad Sperry and others from the firm’s PM committee)

“We would continually ask ourselves if our discussions fit with CTA’s vision,” Magone said. “We came away with an extensive action item list and a renewed energy to help end 2014 on a strong note.”

Wednesday’s session was followed by the aptly nicknamed “Wine, Dine, and Time to Shine” team-building activity. After a dinner catered by Italian eatery Ciao Mambo, the team participated in a “Wined Up Art” class taught by a coach from In Good Glazes, a Billings-based paint-your-own-pottery studio.

This year’s meeting was lauded by the team as ideal forum for bringing unique and innovative ideas to the table.

“The annual accounting retreat is an excellent way for team members to collaborate on streamlining procedures company-wide,” accounting clerk Julie McHenry of CTA’s Great Falls office said.

“To everyone at CTA: keep an eye out for new things to come in the next several months for improved processes and reporting for 2015!” Magone concluded.


Main image: Wednesday night’s painting class was a smash hit with the team, which included (left to right, top to bottom): Julie McHenry, Michele Asher, Lori Hale, Brooke Eadie, Nikki Angell, Annette Rummel, Carol Mansfield, Lori Case, Maxine Rosenberg (CTA’s Vision support liaison from Deltek), Tawnya Quade, Karen Magone, and Robbie Mathiason.

[Confessed Julie (top left), who isn’t holding her painting: “Mine was so ‘off the chain’ it couldn’t be shown to the masses!”]

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  • Robert Cray 3 years ago

    Looking forward to doing business with your group.