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 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 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.