BerryDunn Podcasts

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...

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...

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 organiz...

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 o...

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...

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 su...

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...

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 h...

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...

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 lawsu...

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 welcom...

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 Di...

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...

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 reg...

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 pr...

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...

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...

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 Kerry Winfrey, a Staff Accountant in our Financial Services Practice Group who supports our audit engagements with banks, credit unions, and broker dealers. Kerry...

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...

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. E...

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 financia...

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 conferenc...

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 impr...

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 cont...