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Names and faces

Shauna Helfert began as deputy director of the Montana Department of Revenue in early August. Helfert has been with the department for 24 years, serving most recently as the administrator of the Property Assessment Division. Previously, she was administrator of the Alcoholic Beverage Control Division for 12 years and served in various other roles within the department.

Helfert has earned two Governor’s Awards and is a 2015 graduate of Leadership Montana. She has a bachelors’ degree in accounting from Montana State University.

Manuel Soto is the new information technology director at the Montana Department of Revenue. Soto has more than 28 years in information technology, including 20 years in government. He has a law degree from the Cal Northern School of Law in Chico, California, plus degrees in computer science and management development.

Soto will manage the office responsible for technology support across the department and for improving IT services for the public.

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Jonathan Ballew has been selected as the Energy Services program director at Rocky Mountain Development Council, Inc. (Rocky). Rocky’s Energy Service programs are committed to aiding vulnerable individuals and families as they navigate financial crisis concerning heating costs throughout the winter months. These programs extend across the tri-county area in forms of services such as Low-Income Energy Assistance, Energy Share and weatherization.

Ballew grew up in Bozeman and earned his bachelor’s degree in psychology from the University of Montana in 2008. Prior to working at Rocky, he worked for the Montana Department of Public Health and Human Services as the energy and community services specialist.

Awards and honors

Family Outreach employee celebrates 20 years

Teri Lilletvedt is celebrating 20 years of dedication to community inclusion and early intervention while working at Family Outreach.

Lilletvedt grew up in Helena, graduated from Capital High, and Carroll College with a degree in psychology. She started with Family Outreach as a direct service provider during college.

After graduation, Lilletvedt formally launched her career with Family Outreach as a family support specialist, supporting families of infants, toddlers, or children with developmental disabilities.

Lilletvedt moved up through the ranks and today leads the Helena Children’s Services office as program manager. Her staff and coworkers describe her as kind, generous, supportive, passionate and understanding.

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Anderson ZurMuehlen founder inducted into Hall of Fame

The American Accounting Association announced that George Anderson has been inducted in the Accounting Hall of Fame at the organization’s annual meeting in National Harbor, Maryland.

Anderson (1920-2001) was a founding partner of Anderson ZurMuehlen & Co., P.C. along with Carl ZurMuehlen. The firm was founded 61 years ago in Helena. Anderson served as president of Anderson ZurMuehlen until 1984 and then chair of the board until he retired in 1987. Anderson served as president of the Montana Society of CPAs, Chairman of the Board of the American Institute of Certified Public Accountants and was an active member of the business community in Helena and across the state serving on many boards.

The American Accounting Association Hall of Fame originated in 1950 to honor accountants who made or are make significant contributions to the advancement of accounting. Since the Hall of Fame was established, 93 accountants have been inducted nationwide.  

Guidelines

The IR welcomes reports of hiring, promotions, awards, recognition, learning opportunities and other news from local companies and nonprofits. We accept press releases and photos (digital images at 300 dpi or more are preferred). Email your information to irstaff@helenair.com.

There is no charge for items appearing in the Business Briefcase. Items are run on a space-available basis, and we reserve the right to edit and use information as we see fit.

The deadline is Tuesday at noon to be considered for publication the following Sunday. 

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