BerryDunn Podcasts

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 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 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 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.

Welcome to the Financial Institution Insights podcast.

In the wake of the devastating California wildfires and other natural disasters, financial institutions need to understand how these events impact portfolio loss expectations and how to reflect those in CECL calculations and reserves. In this special episode of In the Know, BerryDunn’s financial institution experts David Stone and Susan Weber review qualitative adjustments, individually analyzed loans, and forbearance agreements. Creating a natural disaster playbook now will ensure you are prepared for the next natural disaster to impact your portfolio.