Montana Society of CPAs Announces New Executive Director

(HELENA, MT, April 4, 2017) —The Montana Society of CPAs (MSCPA) announced that Allen S. Lloyd, Jr. will become Executive Director in June when current Executive Director Jane Egan retires. Egan has led the association since 2000.

Lloyd, an Ohio native, was selected by a Search Strike Force of Montana CPAs and leaders of MSCPA. Lloyd has 13 years of experience working with the accounting profession.

Since 2010, he has held various roles at The Ohio Society of CPAs (OSCPA), the fifth largest state CPA association in the country with 25,000 members. Most recently, as Senior Manager, Board and Executive Operations, Lloyd has helped to manage key initiatives including modernizing the association’s governance structure, developing an assessment process to evaluate and bring new member programs on board while sun setting others, and planning a series of member town hall events each year in more than 20 cities.

Lloyd’s sharp analytical skills and understanding of CPAs’ needs were a strong asset in OSCPA’s transition to a new association management system in 2016. Previously, he also served as Manager of Membership, where he led a member services team and was responsible for member recruitment, retention and engagement for the association.

Prior to OSCPA, Lloyd worked for former Columbus, Ohio-based public accounting firm Norman, Jones, Enlow & Co. as firm administrator. In this role, Lloyd helped the firm transition from a privately-owned partnership to being employee-owned, and developed and implemented a leadership mentoring program.

Lloyd also was instrumental in helping the firm to move to a paperless operating environment which enabled the company to reduce its physical footprint and move to an open office architecture.

Brenda Byrnes, CPA, Anderson ZurMuehlen shareholder, and chair of the Search Strike Force, said, “We are very excited to welcome Allen to the MSCPA. His energy, perspective and experiences will bring a new dynamic to our society. Allen, along with our terrific staff and members, will guide MSCPA at a critical time as the accounting profession evolves.”

“The Montana Society of CPAs has a strong history of influence in the accounting profession,” Lloyd said. “I’m excited to join an organization that is focused on the future and on leveraging Montana’s qualify of life to grow the CPA profession in the state and engage members in shaping the accounting profession of the future.”

Lloyd earned a Bachelor of Science in Business Administration from Otterbein College in Westerville, Ohio. He and his wife Jill Lloyd, CPA, inactive, look forward to relocating to the Helena area with their two young sons.

The Montana Society of CPAs, founded in 1913, is a professional association with approximately 1,800 members throughout the state, nation and world.

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