BerryDunn Podcasts

In the latest episode of In the Know, hosts David Stone and Susan Weber are joined by BerryDunn Partner Rob Smalley and Principal Kristen Perry for the first in a series on financial institution mergers and acquisitions. The discussion highlights why institutions should involve accounting, tax, credit, and operations early to reduce surprises and better manage the deal.

Tune in for key guidance on:

- Navigating purchase accounting, valuation, goodwill, and capital impacts

- Understanding how fair value marks can create deferred tax assets and liabilities

- Evaluating credit marks and allowance for credit losses considerations

- Planning for loan coding, system integration, and day-two reporting impacts

- Identifying tax due diligence risks, including nexus, payroll tax, and tax credit exposure

In this episode of In the Know, hosts David Stone and Susan Weber are joined by BerryDunn Senior Manager Leah Clair and Principal Kaylyn Landry, who recently participated in a panel at the FMS Forum in New Orleans on mutual holding company structures and why they may be a valuable strategic option for community banks.

Highlights of the discussion:

How mutual holding company structures can help community banks while preserving local focus

Strategic benefits such as flexibility, shared services, operational efficiency, and more

Importance of clear goals, communication, education, and board alignment

Audit and reporting considerations

Join us for this insightful discussion on the Mutual Matters initiative.

In this episode of Fresh Perspectives in Social Work, we explore how states and organizations can use Rural Health Transformation Program funds to drive long-term sustainability.

Rural health strategy expert Zil Joyce Dixon Romero, Senior State Government Affairs Manager at the National Rural Health Association (NRHA), shares practical insights into the barriers states face, proven strategies for sustaining impact, and how to navigate evolving policy environments.

You’ll hear perspectives on maximizing funding, building creative partnerships, and aligning strategy with shifting federal and state priorities, including real-world considerations for implementation success.

Whether you’re a state official, healthcare administrator, or community partner, this episode offers actionable guidance to help you sustain funding impact, navigate policy shifts, and strengthen rural health systems.

Highlights:

Strategies to extend the impact of Rural Health Transformation Program funding

Common barriers to sustainability—and how to overcome them

The role of partnerships and policy alignment in long-term success

Subscribe to Fresh Perspectives in Social Work for more episodes like this, and visit berrydunn.com to explore how we support sustainable health initiatives.

In this episode of In the Know, hosts David Stone and Susan Weber are joined by BerryDunn Senior Accountant Hudson Delisle, who shares insights from the FDIC's Q4 banking profile.

- Additional highlights:

- ASU update on income tax disclosures for public entities

- Stablecoins and the GENIUS Act

- Basel III Endgame, a capital neutral re-proposal of Basel III

- An uptick in mergers and acquisitions

- AI shopping agents able to make payments

Tune in for practical guidance on the latest impacts to financial institutions.

Join hosts David Stone and Susan Weber, along with special guest Clare Lizotte, as they take a deep dive into AI integration best practices for financial institutions.

In the final installment of this three-part series, BerryDunn’s experts share insights on:

Leveraging third-party tools

Defining AI oversight and governance

Using effective communication during AI implementation

Fostering an organizational culture that embraces AI and empowers employees

Join host David Stone and a panel of BerryDunn experts for insightful conversations on human capital and its lifecycle—from onboarding to engagement—and what directors and board members need to consider to effectively support their organization’s workforce.

Tune in for strategies on:

Employee engagement

Continuous learning

Effective onboarding

Succession planning

Employee well-being

This episode offers boards practical insights to strengthen organizational culture and ensure compliance.

Join hosts David Stone and Susan Weber, along with special guest Clare Lizotte, as they take a deep dive into AI integration best practices for financial institutions.

In part two of this three-part series, BerryDunn’s experts share insights on:

Addressing ethical concerns with AI

Determining your organization's risk-tolerance threshold

Establishing human fail-safe mechanisms

Preparing data for AI integration

Incorporating AI into legacy banking systems

Employing robust quality control and quality assurance

Determining ROI goals

Join hosts David Stone and Susan Weber, along with special guest Clare Lizotte, as they take a deep dive into AI integration best practices for financial institutions.

In part one of this three-part series, BerryDunn’s experts share insights on:

Aligning AI initiatives with overall business strategy and long-term goals

Factoring in change management and focusing on data readiness

Managing risks such as bias, explainability, and regulatory compliance

Calculating risks and developing internal controls for AI use

Join host Kristen Perry with guest Ryan King as they recap the Bank & Capital Markets Tax Institute (BTI) 2025 conference—where industry leaders, tax experts, and banking professionals gathered to tackle the year’s most pressing challenges. This special episode of In the Know covers everything from the latest federal tax legislation and regulatory updates to the transformative power of Generative AI in tax compliance, delivering actionable insights and expert perspectives.

Tune in for highlights on:

1. Major tax developments and policy shifts impacting banks in 2025

2. The evolving M&A landscape and practical tax planning strategies

3. Community bank updates, including highlights from the One Big Beautiful Bill Act of 2025.

4. The future of tax technology—Generative AI, machine learning, and more

5. Keynotes on why great people drive banking success and how to navigate the changing regulatory environment

Whether you’re a tax professional, banker, or just curious about the future of finance, this episode will help you stay ahead of the curve.

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!