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 Associations & Service Partners

We believe our strength comes from community and honoring others' contributions. To this end, we have cultivated a dynamic, impact-oriented network of vetted professionals, organizations, and innovators committed to driving meaningful change and building organizational value. Our network operates as a collaborative ecosystem, bringing together expertise from diverse industries to design and implement strategic, forward-thinking solutions.

Through intentional connections and shared values, we foster an environment where accountablity, synergy and transformational impact thrive. Whether solving complex challenges, co-creating new opportunities, or advancing systemic change, our carefully curated network is built to accelerate progress, amplify results, and drive lasting success.

Business Associations

National Society of Professional Engineers

As members of the National Society of Professional Engineers (NSPE), we proudly support engineering professionals and firms with the back-end operational services essential to running efficient, compliant, and profitable practices. Our affiliation with NSPE reflects our commitment to supporting the people and processes that power innovation, integrity, and infrastructure across the profession. Tracy Worley is Cascadia's representative in Montana, Idaho and Colorado.

Montana High Tech Alliance

We actively engage in building local capacity through collaboration, education, and high-impact solutions that empower both people and organizations to succeed. As founding members of the Montana High Tech Business Alliance, we are proud to support workforce advancement, innovation, entrepreneurship, and workforce development across Montana’s growing tech sector thus contributing to a thriving, future-ready economy.

Exit Planning Institute

As Certified Exit Planning Advisors and members of the Exit Planning Institute (EPI), we are part of a global ecosystem that connects professionals across industries and expertise. This community includes CEPAs, collaborative advisors, strategic partners, academics, media, and business owners from 18 countries and all 50 U.S. states, representing over a dozen professional disciplines. Colleen Rudio, CEPA, and Libby Brunell, CEPA, proudly represent Cascadia within EPI.

Big Sky SHRM

With a decades-long commitment to Big Sky SHRM, we are proud to support Montana’s HR community as past and current leaders, educators, and advocates. Our active involvement reflects a deep dedication to advancing the HR profession through collaboration, education, and practical leadership. Clients benefit from our connection to timely resources, evolving best practices, and a strong professional network—all of which help strengthen their workforce strategies and organizational success across Montana.

Colorado PracticeHealth Independent Practice Association

As a preferred consulting and management services provider for the Colorado Practice Health Physicians Group, we are honored to support member practices with strategic guidance, operational expertise, and customized solutions. Our trusted partnership reflects a shared commitment to elevating healthcare delivery through improved practice performance, streamlined operations, and sustainable growth. We bring a hands-on, collaborative approach to help physician groups thrive in today’s complex healthcare environment. Kimberly States and Meghan Francone serve as Cascadia's representative.

Missoula Building Industry Association

As members of the Missoula Building Industry Association (MBIA), we are proud to support the region’s builders, contractors, and trade professionals with reliable back-end operational services. From bookkeeping and payroll to compliance and administrative systems, we help trade businesses strengthen their foundations and focus on what they do best—building Montana. Our partnership with MBIA reflects our commitment to advancing the local industry through practical, behind-the-scenes support that drives stability and growth.

Colorado Medical Group Management Association

As members of the Colorado Medical Group Management Association (CMGMA), we stay connected to best practices, policy updates, and operational strategies. This engagement enables us to deliver compliance-focused solutions that boost efficiency, improve patient care, and sustain high-performing medical practices. Kimberly States and Meghan Francone serve as Cascadia's representative.

Leadership Montana

As proud alumni and supporters of Leadership Montana, we are committed to fostering inclusive leadership, civic engagement, and meaningful connections across the state. Through our involvement, we remain grounded in Montana’s diverse communities and challenges. This experience strengthens our ability to serve our clients with authenticity, build trust, and create lasting impact rooted in shared values and a statewide perspective. Colleen Rudio and Tracy Worley are graduates of Leadership Montana.

Montana Ambassadors

As active members of the Montana Ambassadors, we serve in volunteer leadership roles at local and state levels to promote economic vitality, community leadership, and Montana’s exceptional quality of life. Our work reflects a commitment to public service, cross-sector collaboration, and creating opportunities that benefit communities statewide. Colleen Rudio and Tracy Worley proudly serve as Montana Ambassadors.

Missoula Midtown Association

As proud members of the Missoula Midtown Association, we are committed to supporting the growth, vibrancy, and economic development of one of Missoula’s most dynamic districts. Our involvement reflects a dedication to strengthening local businesses and community partnerships through active engagement and strategic support. By investing in Midtown’s future, we help foster a thriving business environment where innovation, collaboration, and local pride drive lasting impact.

Accelerate Montana (at University of Montana)

As engaged partners of Accelerate Montana, we are proud to support the advancement of Montana’s workforce and entrepreneurial ecosystem. Through this collaboration, we help connect individuals and organizations to practical training, business resources, and capacity-building opportunities that fuel economic growth. Our shared commitment to innovation, education, and local impact drives our work to strengthen businesses and communities across the state.

Montana Cooperative Development Center

As partners with the Montana Cooperative Development Center (MCDC), we are committed to advancing cooperative models that strengthen local economies and empower community-based solutions. Our connection with MCDC enhances our ability to support cooperative startups and existing organizations through tailored strategies grounded in Montana’s unique rural and regional needs. Together, we help build sustainable, locally owned enterprises that reflect shared values and long-term impact.

Montana Economic Developers Association

Dedicated to strengthening Montana’s communities through strategic collaboration with local and state partners, our work with the Montana Economic Development Association (MEDA), affords us an opportunity to support economic resilience, community-based initiatives, and tailor our services to the goals of public agencies, nonprofits, and private enterprises. We proudly contribute to Montana’s growth—community by community, client by client.

Missoula Area Chamber of Commerce

Partnering with the Missoula Chamber strengthens our local business ties and keeps us attuned to the evolving needs of the regional economy, enabling Cascadia to better support your growth through informed, community-aligned solutions.

Montana Nonprofit Association

We are proud to help strengthen and sustain Montana’s nonprofit sector. Whether presenting at conferences, building member capacity, or engaging with the state’s unique nonprofit landscape, we support growth through local relevance, long-term sustainability, and meaningful community engagement. Our connection to the Montana Nonprofit Association (MNA) reflects our commitment to elevating Montana nonprofits through practical solutions, shared learning, and values-driven service.

Better Business Bureau Great West & Pacific

A BBB Accredited Business since 2013 with an A+ rating, we uphold the highest standards of ethics, transparency, and trust. This commitment drives how we help businesses grow with integrity and credibility, earning the confidence of their communities. Beyond accreditation, we deliver consistent, values-driven service that strengthens relationships and results. Colleen Rudio proudly represents Cascadia to the BBB Great West & Pacific.

Missoula Downtown Partnership

Rooted in community connection, our involvement with the Missoula Downtown Partnership helps Cascadia stay engaged with local economic development, supporting businesses like yours through strong regional networks and shared momentum for growth.

American Society of Association Executives

Our involvement with the American Society of Association Executives (ASAE) reflects a unwavering commitment to engage, support, and uphold the highest standards of leadership, integrity, and service in the association and nonprofit sector. We don’t just follow best practices—we help shape them. Colleen Rudio serves as Cascadia's representative to ASAE.

Colorado Nonprofit Associations

Our membership in the Colorado Nonprofit Association deepens our connection to the state’s nonprofit community and strengthens our ability to navigate sector-specific challenges with informed, mission-driven strategies. Through this partnership, we stay aligned with emerging trends, advocacy efforts, and resources that empower us to support your organization with solutions rooted in relevance, resilience, and impact. Kimberly States serves as Cascadia's representative.

Delta Chamber of Commerce

Elevating our services to you with tools that promotes economic development, community support, and business networking in Delta, Colorado.

Professional Associations 

PayrollOrg

PayrollOrg equips our payroll professionals with the most up to date tools and knowledge necessary to navigate the complex world of payroll, ensuring state and federal compliance and fostering career development.

TTI Success Insights

Through our professional association with TTI Success Insights, Cascadia offers clients science-backed tools for hiring, leadership development, and team performance—grounded in validated behavioral assessments and actionable insights.

PMI

Our affiliation with PMI equips us to apply certified project management expertise to your business goals, streamlining execution, improving team coordination, and delivering measurable outcomes across initiatives.

CEPA

As Certified Exit Planning Advisors, our partnership with CEPA allows us to guide business owners through thoughtful succession and transition strategies—preserving your legacy while unlocking future opportunity.

Maxwell Leadership Certified Member

Through the John Maxwell Leadership network, Cascadia strengthens its leadership development offerings, empowering you and your team with the skills and mindset to lead with clarity, character, and confidence.

International Association of Facilitators

Our connection with the International Association of Facilitators (IAF) refines our ability to lead meaningful dialogue and organizational change, helping your team collaborate more effectively and reach collective goals with clarity and cohesion.

Service Partners

Aflac

Our relationship with Aflac enables us to help your business provide attractive, affordable employee benefits—boosting retention, improving morale, and supporting a healthier, more resilient workforce.

Legal Shield

Access to LegalShield's nationwide legal network empowers Cascadia to guide you through risk management and compliance concerns, ensuring your operations stay protected, proactive, and confidently aligned with legal best practices.

WET

Cascadia’s collaboration with WET empowers businesses with sustainable water and energy solutions, helping your organization operate responsibly and efficiently, while building long-term resilience through environmental stewardship.

Advocacy Marketing Partners

Our collaboration with Advocacy Marketing Partners gives Cascadia clients access to expert branding, communications, and strategic storytelling that amplifies mission, message, and market presence

Tamarack Insurance Agency

Working with Tamarack Insurance enhances our ability to guide clients through customized insurance solutions—supporting your business continuity and workforce stability with confidence and clarity in risk protection.

VARC

Partnering with VARC connects Cascadia to a network of values-aligned professionals and software vendors, enabling us to serve you with best-in-class solutions to everyday business problems.

Digital Concepts and Marketing

Elevating our services to you with tools that marketing agency offering branding, strategy, and digital media services to help businesses grow.

Management Vision Consulting

Equipping us to elevate your outcomes by consulting services focused on leadership development and organizational strategy.

Technology Partners 

Reach Reporting

Reach Reporting brings your data to life in just a few clicks. Fully integrated with QuickBooks, Xero, Gusto and more, clients rely upon Reach to clarify critical information while saving hours on report building and planning.
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Freshbooks

Freshbooks offers several key benefits for small businesses, primarily focused on simplifying financial management. These benefits include streamlined invoicing, efficient time tracking, expense management, and robust reporting capabilities.
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Avalara

Avalara is one of several best-in-class third party applications that we researched and selected to meet our clients' needs. Real-time tax calculations, tax compliance updates, and access to real-time sales tax returns, sales and use tax compliance, and automated business solutions help improve accuracy and increase efficiency. This system integrates with accounting software like QuickBooks and NetSuite plus other popular plugins like shopify, stripe, and woo.
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Knowify

Knowify is one of several best-in-class third party applications we researched and selected to meet our clients' needs. This cloud-based platform designed to help trade contractors manage projects and service work, streamline workflows, improve business operations, and track financial outcomes in one system. This system integrates with accounting software like QuickBooks desktop and online versions plus thousands of other apps with Zapier.
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FishBowl

Fishbowl is one of several best-in-class third party applications that we researched and selected to meet our clients' needs. A comprehensive inventory management software system, it is designed to track and management stock levels across multiple locations, stock types, and distribution stages to streamline workflows, and improve overall operational efficiency. This system integrates with accounting software like QuickBooks, various e-commerce platforms, and shipping carriers.
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Arreva

Arreva is an ideal solution for our nonprofit clients seeking a cloud-based fundraising and donor relationship management solution. Designed from an experience and data-based lens, the system supports event, volutneer, auction, membership, and donor management on an all-in-one solution platform.
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Method

Method is a cloud-based CRM platform ideally suited for our small to mid-sized clients. It provides lead management, sales opportunity tracking, email integration, customer portals, reporting and analytics, job tracking, and automated payment integration with QuickBooks and Xero.
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SmartSheet

Smartsheet expands our ability to quickly sort and organize project documentation, manage project teams, and support client outcomes in a secure and collaborative work environment. The platform is uniquely designed for project tracking, data sorting, reporting and dashboard management, and workflow automation.
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FinancialCents

FinancialCents is our secured client portal with robust tools and functionality designed to track financial and management service workflow management, file sharing, project team communication, and provide valuable engagement management and productivity insights.
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Bill

Bill is one of several best-in-class third party applications we researched and selected to meet our clients' needs. This cloud-based financial operations platform integrates with software like QuickBooks, Xero, and NetSuite. It is designed to streamline AR/AP processes, automate remote team reimbursement requests, and manage vendor submissions.
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QB Wholesale

QuickBooks is our long-standing and primary accounting software solution for our clients. The desktop system and online platform are designed to simplify your accounting workflows, improve financial visibility, and support smarter, more confident decision-making.
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Instill

Instill is the perfect solution for clients seeking to leverage the best of AI to build a stronger culture, better teams, and expectional performance. Rooted in deep research, our clients are better equipt to measure culture vital signs to quantify your company's values, behaviors, and team dynamics.
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TTI Assessment

TTI Success Insights is a comprehensive suite of data-driven and AI-enhanced behavioral, engagement, leadership, EQ, and talent assessment tools to help our clients hire and manage with confidence, develop high-performing teams, and foster a culture built on clarity, trust, and aligned strengths.
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