Board meetings, strategic plans, and buyer signals from Patrick Allen’s organization
Feb 26, 2026·BoardMeeting
Board
Montana State Fund Finance And Audit Committee
The Finance and Audit Committee meeting agenda included preliminaries such as calling the meeting to order and safety reminders, excluding the approval of December 2025 minutes. Key discussions focused on pricing for policies effective July 1, 2026, through June 30, 2027, involving an overview of the rate development process, minimum premium and expense constant analysis, WTW rate level analysis, and final pricing recommendations. Financial and budget reports covered the 2025 loss reserve year-end reconciliation, preliminary financial report, 2025 budget summary, Annual Business Plan, and a report from the Claims Center. The agenda also scheduled an Internal Audit Report presentation. The Operational Excellence Committee agenda included preliminaries (excluding December 2025 minutes approval), updates on the Enterprise Scorecard, 2025 Strategy, and 2026 Strategic Plan. Other topics included 'Remarkable Response in the Moment' and a session on the CAT Network.
Enterprise
Get verified public-sector contacts at scale
Find verified emails, direct dials, role context, job-change updates, and organization signals across every public-sector account you sell to.
Montana State Fund Meeting of the MSF Board of Directors
The meeting included discussions on the internal safety program, focusing on employee health and wellness. Updates were provided on financial audits and the implementation of legislative changes. The strategy for 2026 was discussed, with a focus on becoming 'forever favorite' through sustainability. Onboarding new customers, especially cities, and tailoring experiences around claims and safety were also key topics.
Sep 12, 2025·BoardMeeting
Board
Montana State Fund Meeting of the Msf Board of Directors
The meeting included discussions on the Montana State Fund's internal safety program, a review of the minutes from the June 5th meeting, and a moment of silence for those who protect and defend the community. The president's report highlighted the strategy for 2026, aiming to become 'forever favorite' through sustainability, and mentioned the clean financial audit. There were updates on onboarding new cities as customers and recognition of employees at the governor's conference. The establishment of a new sales team was also discussed, with plans for in-person agency visits across Montana.
Jun 5, 2025·BoardMeeting
Board
Montana State Fund Committee Meetings
The meetings included discussions on financial and investment reports, including the First Quarter 2025 Financial Report and Budget Variance Report, as well as the Old Fund's State Fiscal Year 2025 Variance and Fiscal Year 2026 Funding Estimate. The audit report covered the 2024 Statutory Financial Statement Audit Report and the Internal Audit Report. There was also a Core Systems Update and Development Project Proposal. The Human Resources and Compensation Committee reviewed the President/CEO's performance and discussed the President/CEO's Annual Compensation and Employment Contract. The Operational Excellence Committee covered the Enterprise Scorecard and 2025 Strategy Update, Marketing initiatives, and Workers' Comp and State Fund Legislation.
Extracted from official board minutes, strategic plans, and video transcripts.
