What an incredible year 2025 has turned out to be — both personally and professionally. It’s hard to believe we’re already in the final stretch of the year! This has been an exciting and productive time for MFDA, marked by meaningful collaboration, continued growth and renewed connection across our network.

Progress With US Alliance and Trust Account Development

One of our key initiatives this year has been advancing our partnership with US Alliance and developing our trust account program. I’m pleased to share that we’ve made significant progress in establishing the new accounts and refining processes to ensure a smooth and secure experience for our members.

The US Alliance team has been a strong partner — responsive, engaged and deeply committed to creating solutions that meet the unique needs of our member firms. We’re confident this partnership will deliver both operational efficiencies and long-term financial benefits to the MFDA community.

Thank you to everyone who has contributed time, feedback and expertise to help move this project forward.

Highlights From the NFDA International Convention & Expo in Chicago

The NFDA International Convention & Expo in Chicago was a resounding success — both professionally and personally. It was wonderful to connect in person with so many of you from Montana, as well as with our current and prospective vendor members. The event was the perfect opportunity to exchange ideas and strengthen the relationships that make our association so special.

A highlight of the trip was our dinner at Mia Francesca, where we shared great food and even better company. My husband, Nick, and I were delighted to spend time with Katherine Kosloski from US Alliance; Terry School and his brother, Rick, of The Davis Whitehall Co.; Richard Hall; Jim Asper; Vanessa Shook; Tyson and Kim Moore; Rick and Sally Evans; and Terri and Mark James. Evenings like that remind me how strong and genuine the connections are within our MFDA family — built on respect, shared purpose and friendship.

Looking Ahead: Strengthening Our Member Community

As we look to the months ahead, our focus remains on supporting member growth and engagement. Thanks to our partnership with US Alliance and all our associate members, as well as the past decade of dedication from Jim Brown, Terri James, and each of our past presidents and board members, the MFDA is in a financially healthy position.

Because of this strong foundation, we’re now exploring ways to deliver even more value to our members. I look forward to connecting with many of you to hear your ideas on how we can continue to support your firms and communities. We’ll continue to provide resources that help you navigate industry changes confidently, while expanding professional development opportunities across the association.

Your participation and insight are at the heart of MFDA’s success. I encourage you to stay involved, share your perspectives and help us build an organization that reflects our collective values and vision.

Thank you for your continued commitment, collaboration and trust. It’s an honor to serve as your president, and I look forward to all we will accomplish together in the year ahead.

With gratitude,

Bri Mulvaney
MFDA President