Montana
MT
Incumbent Worker Training
the Montana Department of Labor and Industry
the Montana Department of Labor and Industry Incumbent Worker Training program page
source
80%
of eligible training costs reimbursed (you match 20%)
$2,500
per full-time employee ($1,000 part time)
14 days
minimum lead time, and approval before training starts
Quarterly
funding rounds, open until each quarter's money runs out
Program terms checked against the Montana Department of Labor and Industry Incumbent Worker Training program page on September 25, 2026.
Five things have to be true. | We check them with you.
Montana keeps no approved-trainer list, but it is strict about who counts as a trainee and when you file. Send the form and we will confirm each point on a short call, pick the course, and set a start date that leaves room for the 14-day filing rule and the state's approval.
  • You are a for-profit or non-profit business that has operated in Montana for at least 365 days and is registered with the Montana Secretary of State
  • Your business runs year-round, and you are not a government, tribal or seasonal operation
  • The people you train are Montana residents working in Montana, with you at least 6 months, averaging 20 or more hours a week
  • They are your employees, not contractors, consultants, temporary or seasonal staff
  • You can cover a 20% match, which the state lets you meet with the wages you pay during training
Hours set the cap, not company size. Employees averaging 35 or more hours a week qualify for up to $2,500 each. Employees averaging 20 to 34 hours qualify for up to $1,000. The rate is 80% of eligible costs for everyone.
Montana does not limit eligibility by company size. What matters is how many hours each trainee works and whether they have been with you 6 months. Send the form and we will run the numbers with you.
In Montana, 80% of a $3,000 seat is $2,400, which sits under the $2,500 cap for a full-time employee, so up to $2,400 can come back per full-time seat. For a part-time employee (20 to 34 hours a week) the cap is $1,000 per person.
Quarterly funding, and the clock is 14 days
Montana releases this money in quarterly rounds, and every application has to be approved before training starts. Start with the eligibility check.
Montana · Incumbent Worker Training

Montana AI Training Grants: 80% of Eligible Training Costs, Up to $2,500 per Employee

Montana employers can get 80% of eligible training costs back through the state's Incumbent Worker Training grant, up to $2,500 per full-time employee and $1,000 per part-time employee. Money is released in quarterly rounds. The application goes in at least 14 days before training and has to be approved before anyone starts.

Up to 100%of course cost reimbursed
$3,000per employee, per course
$15,000per company, per calendar year
10 hrslive, instructor-led training

Program terms checked against Commonwealth Corporation's published guidelines on September 21, 2026.

15 minute eligibility check

Six things have to be true. We check them with you.

The Express Program is simple once you know you qualify. Send the form and we will confirm each point on a short call, pick the course, and set a start date that clears the 21-day filing rule.

  • You have 100 or fewer Massachusetts W-2 employees
  • You have a physical Massachusetts location, owned or leased
  • Trainees are W-2 employees who work in Massachusetts (not owners, 1099 contractors or temps)
  • Your three state documents are current
  • No trainee has had the same or similar funded training in the last five years
  • Training happens on paid time, at regular wages
Over 100 employees? The General Program funds $10,000 to $200,000 with a 1-to-1 match. Use the same form and we will route you.

See if your team qualifies

Takes about a minute. We reply within one business day.

With more than 100 Massachusetts employees, Express will not fit, but the General Program can: $10,000 to $200,000 with a 1-to-1 match, and wages paid during training count toward it. Send the form and we will walk you through that route.

No cost and no obligation. Help with the application is free, and you file it. Approval is decided by Commonwealth Corporation and is not guaranteed.

✓

Got it. You are on our list.

We will email you within one business day to set up the 15 minute call. A checklist is on its way to your inbox now. Want to skip the back and forth?

Pick a time now
Local view

How Montana pays for AI training, in plain terms

The Montana Department of Labor and Industry runs Incumbent Worker Training, a reimbursement grant for businesses that want to train the people they already employ. It covers 80% of eligible costs such as tuition, registration fees and required materials. You cover the other 20%, and the state lets you count the wages you pay employees during training toward that match.

Montana keeps no approved-provider list. The department approves each application before training begins, and the training has to be skills-based: a new task, or a new way of doing an existing one. Classroom, on-site and interactive online training all qualify when trainees have live access to the trainer and there is proof of completion. Self-paced courses without that do not.

Funding is set by the legislature each state fiscal year and released in four quarterly rounds. For small and mid-sized Montana businesses, it is a practical way to train staff to automate repetitive work and keep pace with larger, better-funded competitors.

Two rules catch people out. Training for all staff at once is not eligible, so pick the people whose work the course fits. And a trainer that benefits from the grant is not allowed to fill out the application for you. You submit it yourself, and we supply the course details and documentation you need.

Region
Statewide
Who runs the grant
Montana Department of Labor and Industry
Check my eligibility
Use cases

What a trained team automates first

Training is the starting line. These are the repetitive jobs small and mid-size businesses take off their people's plates once the team knows how to direct AI and check its work.

The edge the big players already have

Private equity backed competitors are buying up trades, practices and service businesses and running them on centralized software with a back-office team behind it. An independent business does not need that overhead to match them. A trained staff plus a handful of well-chosen automations gives a regular small business a true technological edge: faster answers, tighter books, cleaner data, and owners who get their evenings back.

End-of-day bookkeeping and reconciliation

Daily sales, deposits and card batches matched against the books every night. Entries are drafted, exceptions are flagged, and a person only reviews what does not tie out.

An AI receptionist that books the appointment

Calls answered after hours and during the rush. It takes the details, books straight into your calendar, texts a confirmation, and hands off to a person when the call needs one.

A CRM that fills itself in

Calls, web forms, emails and your job or practice software feed contact records, notes and next steps automatically. No more end-of-week data entry, and no more leads that never got logged.

Reports that build themselves

The weekly numbers pulled from your systems, written up in plain language and in your inbox Monday morning. Revenue, jobs, margins, pipeline, cash. Nobody assembles a spreadsheet.

Estimates and proposals in minutes

Site notes, photos, measurements or an intake call turned into a priced draft in your own template. Your estimator reviews and sends instead of starting from a blank page.

Invoicing and collections follow-up

Invoices go out when the job closes. Reminders go out on schedule, in your voice. An aging summary tells you each week who needs a phone call.

Scheduling and dispatch

Requests sorted by urgency, location and skill. Crews and customers notified automatically, with reschedules handled without six phone calls.

Document intake and data entry

Vendor bills, certificates of insurance, applications, permits and forms read and keyed into your system, with anything unclear routed to a person.

Reviews, follow-ups and repeat business

A check-in after every job, a review request when the customer is happy, a reply drafted for every review, and a reminder when it is time for the next service.

What this looks like in your industry

Same skills, different paperwork. Pick yours.

Construction and general contractors

Usual course fit: AI for Field Service and Trades Businesses

  • Bid packages: takeoff notes and sub quotes assembled into a proposal in your format
  • Change orders: written up from a voice note on site, priced, and sent for signature the same day
  • Daily logs: crew texts and photos turned into a dated job report
  • Sub compliance: certificates of insurance and lien waivers tracked, with renewals chased automatically
  • Job costing: receipts and timesheets coded to the right job and phase every night
  • Owner updates: a weekly progress summary drafted from the logs

Roofing, siding and exteriors

Usual course fit: AI for Field Service and Trades Businesses

  • Storm response: every call answered and every inspection booked when the phones spike
  • Estimates: measurements and inspection photos turned into a good, better, best proposal
  • Insurance paperwork: claim documentation and supplements drafted from the inspection file
  • Material orders: built from the signed scope and sent to the supplier
  • Production schedule: crews, deliveries and weather holds kept in sync, with customers notified
  • Warranty and reviews: registration, follow-up and review requests after final payment

HVAC, plumbing and electrical

Usual course fit: AI for Field Service and Trades Businesses

  • After-hours calls: emergencies triaged and dispatched, routine calls booked for the morning
  • Dispatch: jobs matched to the right tech by skill, location and parts on the truck
  • Maintenance plans: renewals, tune-up reminders and booking handled without office time
  • Quotes on site: options priced from the tech's notes before they leave the driveway
  • Invoices: created from the completed work order and sent the same day
  • Parts and inventory: usage logged from work orders, with reorder lists each week

Law, accounting and advisory firms

Usual course fit: AI for Professional Practices, or AI for Finance, Accounting and Payroll Teams

  • Client intake: inquiries summarized, conflicts and fit checked, and the consult booked
  • Document requests: the checklist sent, reminders chased, and what arrives filed to the right matter
  • First drafts: engagement letters, routine correspondence and summaries in the firm's voice
  • Time capture: entries drafted from calendars, emails and documents for review
  • Month-end and tax season: client books reconciled and workpapers prepared faster
  • Billing: invoices, reminders and an aging report without a partner chasing it

Medical, dental and wellness offices

Usual course fit: AI for Professional Practices

  • Phones: scheduling, reschedules and common questions handled without putting patients on hold
  • Recall and reminders: overdue patients contacted and open slots filled from the waitlist
  • Front desk paperwork: forms and insurance details read and entered ahead of the visit
  • Billing follow-up: statements, balance reminders and payment plan messages on schedule
  • Staff documents: policies, training checklists and schedules drafted and kept current
  • Reviews: requests sent after visits, with replies drafted for approval

Restaurants and hospitality

Usual course fit: AI Enablement for Small Business Teams

  • Nightly close: POS sales, tips, deposits and delivery payouts reconciled and booked
  • Phones: reservations, hours and catering inquiries answered during service
  • Ordering: vendor order sheets built from sales and par levels
  • Scheduling: a draft schedule from the forecast, availability and labor targets
  • Catering and events: proposals and follow-ups out within the hour
  • Reviews and social: replies drafted and weekly posts prepared from the specials

Manufacturing and distribution

Usual course fit: Claude Code for Operations and Data Teams

  • Order entry: emailed and PDF purchase orders read and keyed into your system
  • Production reporting: shift counts and scrap turned into a daily report by line
  • Quality paperwork: certs and inspection records assembled for each shipment
  • Quoting: RFQs priced from your history and routed for approval
  • Inventory: reorder points watched, with purchase suggestions every week
  • Customer updates: order status and ship dates sent without a phone call

Property management and real estate

Usual course fit: AI Enablement for Small Business Teams

  • Maintenance requests: logged, triaged and dispatched to the right vendor
  • Leasing inquiries: answered at any hour, with showings booked
  • Rent and owner reporting: ledgers reconciled and monthly owner statements drafted
  • Renewals: notices, reminders and paperwork on a schedule
  • Vendor paperwork: insurance certificates and W-9s collected and tracked
  • Listings: descriptions and follow-ups written from the unit details

One thing to keep straight: the Workforce Training Fund pays for the training, not for building these systems. Your trained team can run many of them with tools you already own. When you want one built properly and built fast, that is the work JMK Ventures does, and it starts with a free audit.

How the money works

One state program. It pays 80% of eligible costs, per employee, in quarterly rounds.

Incumbent Worker Training

For for-profit and non-profit businesses that have operated in Montana for at least 365 days. Government entities, tribal governments and enterprises, seasonal businesses and operations outside Montana are excluded.

  • 80% of eligible training costs reimbursed
  • 20% employer match, which can be met with wages paid during training (sole proprietors excepted)
  • $2,500 per full-time employee (35 or more hours a week)
  • $1,000 per part-time employee (20 to 34 hours a week)
  • No published per-company cap, though the department may defer review of multiple applications from one employer
  • No approved-provider list

What the money can go to

Tuition, registration and class fees, required materials and books, test fees, and travel needed to attend training (in-state travel at 80%, out-of-state travel at 50%). Per diem, meals, conferences, subscriptions, equipment and employee wages are not covered.

The clock

Apply through the department's Submittable portal at least 14 days before training starts. The application has to be approved before training begins. Training that starts before the award is not reimbursed.

The example

A 12-person company sends four full-time employees through one course. Tuition is $12,000. At 80%, up to $9,600 comes back if approved, and the company's cost is $2,400 for four trained employees. If two of the four were part time, their share would be capped at $1,000 each, so up to $6,800 would come back.

Montana funds this program each state fiscal year, with $540,000 available per year, split into four quarterly rounds that stay open until each quarter's money is used. The fiscal year 2027 round covers training that begins between July 1, 2026 and June 30, 2027. Funding is set by the legislature and is not guaranteed, so ask us which quarter your start date falls in before you plan around an award.
The courses

Five live AI courses. $3,000 per trainee, two-seat minimum.

Every course is 10 instructional hours, live and instructor-led, built around the work your people already do. The price is $300 an hour, so $3,000 per trainee, with a two-seat minimum per cohort. In Massachusetts, $300 an hour is the state's hourly cap, and five seats equals $15,000 in tuition, which is the annual Express cap, so up to the full amount can come back if your application is approved.

COURSE 01

AI Enablement for Small Business Teams

For a mixed group: managers, admins, customer service and the bookkeeper learning the same practical skills together.

2 hrs x 5 weeksUp to 8 trainees
COURSE 02

Claude Code for Operations and Data Teams

The technical option, for whoever lives in spreadsheets, exports and recurring reports.

2.5 hrs x 4 weeksUp to 6 trainees
COURSE 03

AI for Finance, Accounting and Payroll Teams

For the people who close the month, run payroll and chase receivables.

2 hrs x 5 weeksUp to 8 trainees
COURSE 04

AI for Field Service and Trades Businesses

For contractors and home services: estimating, dispatch, job documentation and customer follow-up.

2 hrs x 5 weeksUp to 8 trainees
COURSE 05

AI for Professional Practices

For law, accounting, medical, dental, architecture and advisory offices that run on documents and deadlines.

2 hrs x 5 weeksUp to 8 trainees

Not sure which one fits?

Tell us who you would send and what each person does. We will tell you where we would put them.

Check my eligibility
Course fit

Picking the right course for your Montana team

The five courses are the same in every state: 10 instructional hours, live and instructor-led, $3,000 per trainee, two-seat minimum. Start with who will be in the room. A mixed group of managers, admins and customer-facing staff belongs in AI Enablement for Small Business Teams. If the pressure is in the back office, AI for Finance, Accounting and Payroll Teams is built for the people who close the month and run payroll.

Contractors, home services and any crew-based business should look at AI for Field Service and Trades Businesses. Law, accounting, medical, dental, architecture and advisory offices fit AI for Professional Practices. And if you have someone who lives in spreadsheets, exports and reports, Claude Code for Operations and Data Teams is the technical option, with a smaller cohort of up to 6.

Montana's cap is per person and set by hours: a full-time seat comes in under the $2,500 cap at 80%, and a part-time seat is capped at $1,000. Because training for all staff is not eligible, choose the course by role, not by headcount.

How it works

Four steps from form to reimbursement

1. Confirm and pick

A 15 minute call to confirm the five eligibility points, choose the course, and choose the employees who will attend. Each one needs to be a Montana resident who has been with you at least 6 months.

2. Apply online

You submit the application through the department's Submittable portal at least 14 days before training starts. State rules bar a trainer that benefits from the grant from completing it for you, so we send you the course outline, hours and pricing to attach.

3. Train on paid time

Once the application is approved, your team takes 10 hours of live, instructor-led training over 4 to 5 weeks. You pay the course invoice.

4. Get reimbursed

You send the department proof of payment, receipts for any other approved costs, and proof of completion from the trainer. The reimbursement is paid to the business, not to the employee.

Read this before you budget

The grant pays for training. Not for the build.

What can be reimbursed

  • Tuition, registration and class fees for the course
  • 80% of eligible costs, up to $2,500 per full-time and $1,000 per part-time employee
  • Required materials and books
  • Travel needed to attend training (in-state at 80%, out-of-state at 50%)

What the program does not cover

  • Employee wages during training (they can count toward your 20% match)
  • Consulting, implementation and work on your own systems
  • Equipment, software subscriptions and memberships
  • Per diem, meals, conferences and retreats
  • Training for all staff at once, and in-house training by your own staff

Plan your AI rollout as two budgets: training through the grant, and implementation as its own project. Our free AI capability audit maps the second one.

Local questions

Questions we hear from employers here

Does Montana pay for AI training?

Yes, when the training meets the program's rules. The Montana Department of Labor and Industry's Incumbent Worker Training grant reimburses 80% of eligible training costs, up to $2,500 per full-time employee and $1,000 per part-time employee. The state's materials do not name AI. What counts is skills-based training in a new task or a new way of doing an existing one, approved before training starts.

How much comes back on a $3,000 course seat?

Up to $2,400 per full-time employee. 80% of $3,000 is $2,400, which is under the $2,500 full-time cap. For part-time employees working 20 to 34 hours a week, the cap is $1,000 per person. Four full-time employees on a $12,000 course could get up to $9,600 back if approved.

Which businesses qualify?

For-profit and non-profit businesses that have operated in Montana for at least 365 days, are registered with the Montana Secretary of State, run year-round, and can meet the 20% match. Government entities, tribal governments and enterprises, seasonal businesses and operations outside Montana do not qualify. There is no company size limit.

Who counts as a trainee?

Your employees who are Montana residents working in Montana, have been with you at least 6 months, and average at least 20 hours a week year-round. Contractors, consultants, temporary and seasonal staff, new hires under 6 months, out-of-state residents, volunteers and board members do not qualify. Training for all staff at once is not eligible either, so choose trainees by role.

Can we use our own trainer, or one from outside Montana?

Montana publishes no approved-provider list and no rule that the trainer has to be in Montana, and its rules set a reimbursement rate for out-of-state travel to training. The department approves each application, including the training you describe. In-house training by your own staff, owners or managers is not eligible. Our trainer is based in Massachusetts, and we confirm the delivery format with you before you apply.

Does online training count?

Yes, if it is interactive. Online training qualifies when trainees have live access to the trainer, learning is demonstrated, and there is proof of completion. Self-paced online courses without proof of completion do not.

Does the grant cover employee wages during training?

No. Wages paid during training are not reimbursed. They can, however, count as in-kind toward your 20% match, except for sole proprietors.

When do we apply, and who fills out the application?

You apply at least 14 days before training starts, through the department's Submittable portal, and the application has to be approved before training begins. You complete it yourself: Montana bars trainers and consultants who benefit from the grant from completing it for you. We give you the course outline, hours and pricing. The department does not publish a review time, so leave more than 14 days.

How and when is the money paid?

After training. The department releases funds once it has proof of payment issued by the trainer, receipts for other approved costs, and proof of completion. The money goes to the business, not the employee.

What does the grant not pay for?

Anything that is not training. Software subscriptions, equipment, consulting and implementation are not covered, and neither are per diem, meals, conferences or retreats. Build the implementation side as its own budget.

Is funding available now?

The fiscal year 2027 round is open for training that starts between July 1, 2026 and June 30, 2027. The department lists $540,000 a year, released in four quarters that each stay open until the money is used, and funding depends on the legislature. Ask us which quarter your start date falls in.

What is the first step?

Send the form. We confirm the five eligibility points on a 15 minute call, pick the course and the employees, and set a start date that leaves room for the 14-day filing rule and approval.

Where we work

Five New England states, and a local page for every major Massachusetts city

Each state runs its own training grant with its own rules, so each state has its own page. Massachusetts also gets a page per city, because the program is the same statewide but the businesses are not.

By state
Massachusetts cities
This year's $15,000 does not roll over

Fifteen minutes tells you if the state will cover your team's AI training.

The cap resets each calendar year and the application has to be in 21 days before the course starts. Start with the eligibility check.

No cost, no obligationApplication help is freeYou pay first, then get reimbursed

Courses are delivered by Support Forge, a registered Massachusetts Workforce Training Fund Express Program training provider based in Haverhill, Massachusetts. JMK Ventures offers these courses as a Support Forge partner and may be compensated when you enroll. Neither company is affiliated with or endorsed by Commonwealth Corporation or the Commonwealth of Massachusetts, and Commonwealth Corporation does not endorse the quality of any listed training provider. Reimbursement depends on your application being approved by Commonwealth Corporation and is not guaranteed. Program terms were checked against Commonwealth Corporation's published guidelines on September 21, 2026 and can change.