BerryDunn

BerryDunn Podcasts

BerryDunn is an integrated assurance, tax, and consulting firm that uses deep experience and a commitment to knowledge sharing to help our clients gain control of the challenges and opportunities that drive value. We have offices in Maine, New Hampshire, Connecticut, West Virginia, and Arizona and provide access to professional accounting and IT consulting services nationwide.

Author

BerryDunn

Category

Technology

Podcast website

www.berrydunn.com

Latest episode

May 13, 2026

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Episodes

The Evolving Landscape of EHR, AI, and its impact on Patient Experience 03.02.2025

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 t...

Putting Policies and Procedures in Place: Your Form 990 and More 27.01.2025

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 a...

In the Know: How Natural Disasters Impact CECL Calculations, Portfolio Loss Expectations, and More 14.01.2025

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...

In the Know: FDIC Second Quarter 2024 Banking Profile 14.11.2024

Welcome to the Financial Institution Insights podcast. In this episode of In the Know, David Stone and Susan Weber discuss statistics from the FDIC Second Quarter 2024 Banking Profile.

Maintaining Readiness for CMS PBJ Audits 05.11.2024

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, BerryDunn healthcare consultants provide perspective on CMS PBJ audits.

Understanding Unrelated Business Income 30.10.2024

Welcome to Nonprofit Insights, a podcast focused on tax, accounting, and other strategic topics to guide nonprofits in pursuing their objectives and fulfilling their missions. In this episode, BerryDunn's Joe Byrne explains UBI tax and what you need to know as your organization considers new funding streams.

In the Spotlight: Hot Chicken and CECL Model Validation with Brooke Wells 30.10.2024

Welcome to the Financial Institution Insights podcast. In this In the Spotlight series, hosts Susan Weber and Brooke Wells interview colleagues from BerryDunn's Financial Services Practice Group to explore their areas of expertise and interests. In this episode, we connect with Brooke Wells to hear about what led her to the financial services industry, and get her rundown of her top four restauran...

Preparing for Your First Uniform Guidance Compliance Audit 28.08.2024

Welcome to Nonprofit Insights, a podcast focused on tax, auditing, accounting, and other topics in the nonprofit world. In this episode, Joe Byrne, Katy Balukas, and Emily Parker discuss what NFPs need to know as they approach their first Uniform Guidance compliance audit, including funding streams, what triggers a Uniform Guidance audit, the schedule of expenditures of federal awards, and more.

In the Know: FDIC First Quarter 2024 Banking Profile and a CECL Milestone 23.08.2024

Welcome to the Financial Institution Insights podcast. In this episode of In the Know, David Stone and Susan Weber discuss statistics from the FDIC First Quarter 2024 Banking Profile, including net interest margin declines and deposit balance increases. They also share their takeaways from the annual Financial Manager Society Forum Annual Conference.

Everyone’s a Teacher: Learning from One Another at All Levels 16.08.2024

Welcome to BerryDunn’s Leadership Insights, a podcast focused on learning, leading, and learning to lead—designed to inspire both experienced and aspiring leaders. In this episode, host Shawn Tuttle is joined by BerryDunn’s Chief Operating Officer of Consulting Services Chad Snow. During their discussion, Chad shares secrets to good leadership at BerryDunn, his appreciation for learning from one a...

Varied Experiences in Outsourced Accounting 13.08.2024

Welcome to Outsourced Accounting Insights. In this podcast series, BerryDunn’s Will Tetreault invites guests to discuss topics and trends in accounting. In this episode, Will is joined by colleagues Miina Pawlowski, Justin Horr, and Katie Truong. They discuss their varied experiences and what they enjoy most about outsourced accounting.

AI Revolution: Technology Infusion of the Clinical Workflow 30.07.2024

Welcome to the Healthcare Technology Insights podcast. In this episode of Healthcare Technology Insights, host Dan Vogt welcomes BerryDunn colleague Alan Weintraub, a Senior Manager in BerryDunn’s Healthcare Practice Group. They discuss the infusion of technology into the clinical workflow, how technology continues to evolve rapidly, and how it will impact, challenge, and improve the workflow of a...

In the Spotlight: A Passion for Audit with Kaylee Cavagnaro 29.07.2024

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 Kaylee Cavagnaro, a Senior Auditor in our Financial Services Practice Group. Kaylee talks about her career as an auditor and her experience working with banks and...

Complying with Uniform Guidance 10.07.2024

Welcome to Nonprofit Insights, a podcast focused on tax, auditing, accounting, and other topics in the nonprofit world. In this episode, Joe Byrne, Katy Balukas, and Emily Parker discuss Uniform Guidance audits, including suspension and debarment, internal controls, federal funding and grant management, and sub-recipient funding.

In the Spotlight: Mentoring in the Audit Field with Samantha Washburn 03.07.2024

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 Sam Washburn, an Audit Senior in our Financial Services Practice Group. Sam talks about her work with banks and broker-dealers and her specialization in FDICIA com...

In the Spotlight: Early Career Findings with Megan Ruby 28.06.2024

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 Megan Ruby, a Senior in our Financial Services Practice Group. She shares her early career trajectory testing that predicted her path to working in financial servi...

Learning to Lead with Authenticity 24.05.2024

Welcome to BerryDunn’s Leadership Insights, a podcast focused on learning, leading, and learning to lead—designed to inspire both experienced and aspiring leaders. In this episode, host Shawn Tuttle is joined by Renee Bishop, BerryDunn’s former Chief Operating Officer of Assurance, Tax and Advisory Services. Their far-ranging discussion explores the value of learning important lessons early in you...

In the Know: FDIC Fourth Quarter 2023 Banking Profile and a CECL Milestone 03.05.2024

Welcome to the Financial Institution Insights podcast. In this episode of In the Know, David Stone and Susan Weber discuss an FDIC population migration report and a CECL milestone to celebrate. The team also shares updates from the FDIC Fourth Quarter 2023 Banking Profile, including declining income and loan and lease balance increases.

What is an IRO? 02.05.2024

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, BerryDunn’s Robyn Hoffmann, Natalie Laaman, and Tricia Lee, discuss Independent Review Organizations (IROs). Learn what they are, why they’re important, and what you should know before picking an IRO.

Youth Engagement: Facilitating Systematic Change as Youth Enter Adulthood 26.04.2024

Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners. In part two of this episode, Andrea Richardson (formerly of BerryDunn) continues her discussion with Dr. Elizabeth Wynter. They discuss transforming the child welfare system to become more youth-centered facilitate systematic change.

AI in Higher Ed: Effectively Preparing and Planning for the Introduction of AI 15.04.2024

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this episode, Joe Traino, of BerryDunn, and Brian Hadley continue to explore AI. They are joined by BerryDunn colleague Tucker Cutter, who focuses on IT strategic planning and organizational design for higher education clients. They discuss effectively preparing and planning for the introduction of AI, ass...

Exploring the Role that Leadership Development has Played in the Firm’s Continued Success 28.03.2024

Welcome to BerryDunn’s Leadership Insights, a podcast focused on learning, leading, and learning to lead—designed to inspire both experienced and aspiring leaders. In this first episode, host Shawn Tuttle is joined by BerryDunn CEO Sarah Belliveau. During their far-ranging discussion, they explore the role that development has played in the firm’s continued success and the firm’s use of Gallup Cli...

Youth Engagement: Supporting the Transition to Adulthood 27.03.2024

Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners. In this episode, Andrea Richardson (formerly of BerryDunn) is joined by Dr. Elizabeth Wynter, who has dedicated to reforming child welfare policies and practices and tirelessly advocating for change. They discuss youth-adult partnerships, particularly as foster teens begin transitioning to adulthood, and Dr....

Recruiting Nonprofit C-Suite Professionals 07.03.2024

Welcome to Nonprofit Insights, a podcast focused on tax, auditing, accounting, and other topics in the nonprofit world. In this episode, Katy Balukas and Emily Parker welcome BerryDunn’s Director of Executive Recruiting, Sarah Olson. The topic? Questions to ask and best approaches for finding quality C-suite executives in a challenging nonprofit recruitment environment.

Tracking Gifts and Contributions 23.02.2024

Welcome to Nonprofit Insights, a podcast focused on tax, auditing, accounting, and other topics in the nonprofit world. In this episode, BerryDunn's Katy Balukas, Emily Parker, and Joe Byrne discuss gift and contribution recording for nonprofits. They cover the accounting methods used by development and business offices, tips to establish solid communication between the two offices, Schedule B ins...

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