It Figures: The CRI Podcast

Join CRI Birmingham Partner, Robert Coker , and CRI Jackson Partner, Larry May , as they dive into what makes a successful employee retention program, how to foster a productive culture and climate in your business, and how to nurture new hires.

In this week's episode, join CRI Atlanta Partners Hillary Collier and Doug Mims (Financial Institutions Sub-Line Leader,) as they discuss the FDICIA Transition for Community Banks, and what it means for them and their clients.

On this week's episode, CRI Partners Tina Stewart and Gwen Mansfield-Vogt get into the weeds of a single audit, why they matter, and what you can do as an organization to prepare for a successful report.

Join CRI Charleston Partner-In-Charge, Carrie Lanning and Partner, Stephanie Spinucci as they discuss the tax benefits and breakdowns of your Airbnb, Vrbo, and other short-term rentals.

Have questions about the 2023 Southern Grants Forum? CRI Partner Keith Hundley has you covered. For more info visit www.southerngrantsforum.com.

In this week's episode, join Joy Hodgson (Partner and Chief Operations Officer of CRI TPA Services,) and Daniel Rodriguez (Partner and Chief Executive Officer of CRI TPA Services) as they dive into the SECURE 2.0 Act and how it pertains to and impacts changes for business owners. 

In this episode, CRI Capital Advisors Paul Evans , Joel Sikes , and Brandon Maddox will reveal the art and science of a market assessment, how they have been able to attain a 90%+ accuracy level, and why this is a first important step for any business owner who wants to sell at some point.

In this week's episode, join Joy Hodgson (Partner and Chief Operations Officer of CRI TPA Services,) and Daniel Rodriguez (Partner and Chief Executive Officer of CRI TPA Services) as they dive into the SECURE 2.0 Act and how it pertains to and impacts Individual Taxpayers. 

An internal audit should be your first line of defense in the battle against poor processes and controls. Listen in to this episode from CRI insurance partners Scott Bailey and Joe May as they discuss how to leverage the internal audit function to improve your organization’s risk management, control environment, operational efficiency, and overall strategic decision-making.

In this episode of It Figures: The CRI Podcast, Partners Alan Jowers and Chad Branson break down the Florida Senate Bill SB 4-D and the catastrophic event of a 12-story condominium that collapsed in the Surfside Community of Miami Beach in June 2021. Take a listen as they dive into the key elements of what this legislation means, and how you can better serve your clients in the residential market....

In this episode of It Figures: The CRI Podcast, we take a deep dive into all things GASB. Listeners will hear insights from CRI Partners Rob Lemmon , April Shuping , and Dean Michael Mead - who spent over two decades with the GASB in various senior leadership positions. Tune in to find out more about the current and future GASB standard-setting practices, changes to the accounting industry after S...

Navigating the Financial Accounting Standards Board's new lease standard, ASC 842, involves a complex choreography of financial statement organization and preparation. In this episode of It Figures, CRI Partners Lorri Kidder and Alyssa Hill explain how strategic planning, cloud-based software , and a little bit of elbow grease can streamline the lease accounting process.

Centralizing your organization's lease data is more important than ever. If your organization is struggling to keep up with the ongoing changes to GASB & FASB compliance standards, it's time to implement a centralized lease software. CentraLease powered by CRI Advanced Analytics is a user-friendly and cost-effective option that allows your organization to achieve actionable and retrievable dat...

As we approach an increasingly remote workforce with our laptops, and therefore our jobs, being only steps away, the goal of "work-life balance" seems a bit arduous. In this episode of It Figures, CRI Human Capital Partner Sandi Guy and Senior Manager Kendra LaFleur explore how the individual's definition of balance has changed in the last decade and potential ways to adjust.

An all-inclusive, comprehensive internship can be invaluable to the development of a young professional. In recent years, we've seen a fundamental shift in the dynamics of what individuals look for in intern programs and careers. Tune in to this "Conversations that Count" episode of It Figures and hear from CRI Human Capital Partner Sandi Guy , Senior Accountant Megan Treiber, and Staff Accountant...

Join us for another episode in our Conversations That Count series as CRI Human Capital Partner Sandi Guy , Supervising Senior Andrew Clavin, and Staff Accountant Shakyla Cooper discuss inclusion and diversity within the accounting profession. In the current business climate, commonly referred to as the "Great Resignation," it's no secret that employers are overwrought with issues of employee rete...

Tune in as CRI Capital Advisors' Partners Paul Evans , Joel Sikes , and Brandon Maddox discuss the five stages of selling a business for maximum value. Listeners will learn everything from the discovery of premarket company value to the due diligence and closing processes. The successful sale of a business requires special care and attention to overcome the challenges faced along the way.

Join CRI Partners Rob Lemmon , Tina Stewart , and A.J. Bowers as they delineate some of the most common mistakes made surrounding the Annual Comprehensive Financial Reports (ACFR). Listeners will also learn the benefits of a properly performed ACFR, updates to the GASB pronouncements, and some top tips for ACFR preparers.

Southern Grants Forum is the Southeast region’s premier grants training conference. Tune in as CRI Partner Keith Hundley and CRI Brand Manager Lauren Magli discuss the location and schedule of the conference and what to expect when attending. You and fellow grants professionals can learn about the key requirements for managing awards, the latest developments affecting grant-funded organizations, a...

With compounded unique insight into the evolution of SSAE No. 21, listen in as CRI Partners Jimmy Woodall and Chad Singletary address and interpret the criteria involved with implementing this attestation standard. Get to know the potential impacts your organization may face, evaluate your current information, and prepare for the application of SSAE No. 21.

Grab the nearest fire extinguisher or a corner to cry in because the IRS is engulfed in more than just flames this tax season. In this episode, CRI Partners Seth Margolies and Michael Carter stop, drop, and roll through a myriad of ongoing IRS nightmares that keep us up at night. You will also learn the steps you can take with your CPA to help speed up the filing process.

Did you choose tax accounting, or did tax accounting choose you? In this episode, CRI Human Capital Partner Sandi Guy sits down with Tanvi Gandhi, Holly Cefalu, and Seth Margolies to divulge the pros and cons of the daily life of a tax accountant and investigate the continued evolution of their career path.

Whether you're managing a governmental accounting team or a Pennsylvania-based mid-size paper company, you'll benefit from this episode of It Figures: The CRI Podcast. Tune in as CRI Partners Rob Lemmon , Ray Roberts , and April Shuping illustrate their personal experiences in the industry, recount government-specific junctures, and divulge some of their secrets to managerial success.

If you started a new business and began operations after February 15, 2020, you might be eligible for up to $100,000 in tax credits over the third and fourth quarters of 2021. In this episode of It Figures, CRI Partner Mike Scott and Paywerx Senior Tax Manager Randy Matthews consider the newly updated eligibility requirements for the Employee Retention Credit (ERC).

On the heels of a tumultuous 2020, the first half of 2021 has proved no less challenging with unique considerations for insurance companies and regulators. In this episode, CRI Partner Scott Bailey and Senior Manager Andrea Harbison will discuss the hot-button issue of Own Risk and Solvency Assessments (ORSA) and the changes to the regulatory examination process resulting from COVID-19.