Welcome to the Financial Institution Insights podcast. In this episode, we share insights from the FDIC's Q2 banking profile, new FASB guidance changing how internal use software costs are capitalized, recession risks, OBBBA tax law impacts, the FDIC proposal to increase regulatory thresholds, and the GENIUS Act’s stablecoin framework, highlighting regulatory shifts and industry adaptation. Join hosts, David Stone and Susan Weber, for this latest episode of In the Know!

Welcome to the Financial Institution Insights podcast. In this In the Spotlight series, hosts Susan Weber and Brooke Wells interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Ryan King, a Manager in BerryDunn’s Tax Practice Group. We discuss his lifelong love of statistics and numbers, his early banking experience, and his passion for helping clients gain a more thorough understanding of the tax process throughout the year. Join us as we discuss Ryan's journey from playing hockey to doing taxes!

In this episode of Fresh Perspectives in Social Work, Lisa Roberts, Manager in BerryDunn’s State Government Practice Group sits down with Cammie Chapman, Special Counsel with Brown & Peisch and the former Deputy Secretary of West Virginia’s Department of Human Services, to explore how developing and implementing a robust quality assurance program can support the legal defense in class action lawsuits involving the American with Disabilities Act (ADA). You’ll hear insights on the importance of quality assurance overall, as well as a deeper dive into how states can use a continuous quality improvement process to positively benefit the children, youth, and families they serve. Whether you're a social worker, state government leader, or compliance officer, this episode offers practical tips that will benefit your staff and the communities you serve.

Welcome to the Financial Institution Insights podcast. Provisions in the recently passed OBBBA have various implications for banks and their customers. With new tax credits and the extension of those existing rules set to expire, banks need to look at the opportunities and risks for their institutions, their customers, and their employees. Join our hosts, Susan Weber and David Stone as they welcome BerryDunn’s tax expert, Jeffrey Ring, for an overview of key considerations today, and in the future.

Welcome to Nonprofit Insights, a podcast focused on tax, auditing, accounting, and other topics in the nonprofit world. In these uncertain times, it’s more important than ever for nonprofits to have a comprehensive picture of where mission-critical funding is coming from, and what is at risk. As changes are taking place at the national, state, and municipal levels, senior managers and Boards of Directors need to be able to identify risks and plan realistically and proactively for the future. In this episode, our nonprofit experts, Katy Balukas, Chris Ellingwood, Ryan Gough, and Emily Parker, discuss BerryDunn’s newly created eBook and workbook that helps nonprofits do the preplanning necessary to manage the risks associated with uncertain funding. With step-by-step guidance, assessment tools, and strategic insights, this self-assessment is easy to navigate and provides dashboards allowing you to identify your organization’s high, medium, and low risk programs.

Welcome to Nonprofit Insights, a podcast focused on tax, auditing, accounting, and other topics in the nonprofit world. In this episode, Joe Byrne, Melissa Magoon, and Emily Parker tackle some of the most common tax and finance questions we hear from organizations like yours. Do you need to report that money as Unrelated Business Income (UBI)? Which vendors require a Form 1099? What should you do if your finance person suddenly leaves? Our seasoned experts break it all down and share practical insights to help you stay compliant and confident.

As we like to say, there’s never a dull moment in banking! With Q4 behind us, the latest data is in, and we’re diving deep into the insights you need to know. In this episode of In the Know, BerryDunn’s experts David Stone and Susan Weber break down key takeaways from the 4th Quarter Banking Profile, explore upcoming and recently issued accounting pronouncements, and discuss potential upcoming regulations shaping the financial industry. Stay ahead of the curve and learn how to navigate the fast-evolving banking landscape.

Now It’s Time to Think about Time-based Billing for BH Encounters Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, BerryDunn experts Robyn Hoffmann, Natalie Laaman, and the newest member of the team, Heather Bertolami, discuss helpful tips of interest to behavioral health providers in office-based settings, FQHCs, FQHCLAs, rural health care settings, certified community behavioral health clinics, ambulatory behavioral health, and hospital outpatient settings. You’ll hear a quick overview of issues auditors might focus on, degree-based billing modifiers, which billing codes are time-based, timeliness requirements, documentation best practices, and our experts’ top takeaways for accurate and compliant billing.

Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners. In the second part of our discussion on Continuous Quality Improvement (CQI), we dive even deeper into how to effectively implement and sustain CQI practices within organizations. We’ll explore advanced strategies, share real-life examples, and highlight key tools for ensuring lasting, positive change in the lives of children, youth, and families. This episode builds on the foundations laid in Part 1 and offers insights for those looking to take their CQI efforts to the next level. Tune in for expert advice on overcoming obstacles, fostering collaboration, and driving impactful outcomes in social work practice.

In this episode, we sit down with Alton Austin and Joe Traino (formerly with BerryDunn), two renowned experts in the field of higher education, to dive deep into the complex landscape of leadership within academic institutions. We explore a range of pressing questions about what makes a great leader in higher education.

Welcome to the Financial Institution Insights podcast. In our In the Spotlight series, hosts Alec Weibel and Jen Gureckis interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Grace Little, a Senior in the Financial Services Practice Group who specializes in business plan action focusing on financial services and employee benefits. Grace shares how a love of math led her to accounting and how she supports the professional growth of her colleagues at BerryDunn.

Welcome to the Financial Institution Insights podcast. In our In the Spotlight series, hosts Alec Weibel and Jen Gureckis interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Conner Furtado, a Senior in our Financial Services Practice Group. Conner talks about his audit work with banks and credit unions of all sizes, trust companies, as well as employee benefit plans and pensions. He also shares his work as an onboarding partner, where he supports interns as part of the robust intern program at BerryDunn.

Welcome to the Financial Institution Insights podcast. In our In the Spotlight series, hosts Alec Weibel and Jen Gureckis interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Kerry Winfrey, a Staff Accountant in our Financial Services Practice Group who supports our audit engagements with banks, credit unions, and broker dealers. Kerry also serves as an onboarding partner at BerryDunn, helping new employees feel welcome and supported. Kerry shares what he loves about his work at BerryDunn and the work he does mentoring and coaching youth in his community.

Welcome to the Financial Institution Insights podcast. In our In the Spotlight series, hosts Alec Weibel and Jen Gureckis interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Erin Mauss, an Accounting Assistant in our Financial Services Practice Group who supports our accounting work and ensures a smooth audit process for our clients. Erin shares what she loves about her work at BerryDunn and the exciting and impressive running and hiking adventures that fill her downtime.

Welcome to the Financial Institution Insights podcast. In our In the Spotlight series, hosts Alec Weibel and Jen Gureckis interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Rashon Edgerton, a Tax Manager in the Financial Services Practice Group. Rashon wears many hats, preparing and reviewing federal and state tax returns for financial institutions, multijurisdictional consolidated returns for the Manufacturing and Technology Practice, and tax provisions under ASC740. He has drawn upon the discipline and competitiveness of his athletic background to drive his professional success at BerryDunn.

Welcome to the Financial Institution Insights podcast. The new administration and Congress are taking shape, and there may be upcoming implications for banks and their larger customers as the tax code is addressed. In this special episode of In the Know, BerryDunn’s tax experts Kristen Perry and Rashon Edgerton join Susan Weber to review the insights shared at the 2024 Bank Tax Institute conference that took place the day after the election, what changes experts think may be coming, and how financial institutions can start to prepare for any potential shifts. It looks like a busy summer ahead for Congress and BerryDunn can help you be prepared.

Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners. In this episode, we discuss the lessons learned from the implementation of Continuous Quality Improvement (CQI) in social work. Join us as we explore how CQI practices can drive meaningful change in the lives of children, youth, and families. We’ll discuss the critical components of building a culture of improvement, how to overcome challenges in the process, and the ways you can foster an environment that prioritizes growth, reflection, and effective outcomes.

In this episode, BerryDunn experts Robyn Hoffmann, Natalie Laaman, and Olga Gross-Balzano discuss Chronic Care Management (CCM) services in Medicare and what your organization needs to be audit-ready. You’ll hear a quick overview of Medicare practice requirements with detail on who can provide Chronic Care Management, how to oversee contractor’s deliverables, whether CCMs can be provided by a contractor who is outside of the United States, how to handle new patients (or those not seen in a year or more,) and how to prepare and respond to a post-payment audit.

In this episode of Health Technology Insights, host Dan Vogt sits down with Holly McCormack, President and CEO of Cottage Hospital, to discuss the evolving landscape of Electronic Health Records (EHR), the role of technology in enhancing the patient experience, and the exciting future of AI and innovation in healthcare. Tune in for an insightful conversation on how these advancements are shaping the industry and what's next on the horizon.

Welcome to Nonprofit Insights, a podcast focused on tax, auditing, accounting, and other topics in the nonprofit world. In this episode, Joe Byrne, Melissa Magoon, and Emily Parker review the various written policies NFPs need to have in place for 990 compliance and more. Our experts discuss the need for policies related to conflict of interest, gift acceptance, whistleblower, document retention and destruction, and organizational dissolution.