BerryDunn Podcasts

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 Directors need to be able to identify risks and plan realistically and proactively for the future. In this episode, our nonprofit experts, Katy Balukas, Chris Ellingwood, Ryan Gough, and Emily Parker, discuss BerryDunn's newly created eBook and workbook that helps nonprofits do the preplanning necessary to manage the risks associated with uncertain funding. With step-by-step guidance, assessment tools, and strategic insights, this self-assessment is easy to navigate and provides dashboards allowing you to identify your organization's high, medium, and low risk programs.

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 if your finance person suddenly leaves? Our seasoned experts break it all down and share practical insights to help you stay compliant and confident.

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 regulations shaping the financial industry. Stay ahead of the curve and learn how to navigate the fast-evolving banking landscape.

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 providers in office-based settings, FQHCs, FQHCLAs, rural health care settings, certified community behavioral health clinics, ambulatory behavioral health, and hospital outpatient settings. You'll hear a quick overview of issues auditors might focus on, degree-based billing modifiers, which billing codes are time-based, timeliness requirements, documentation best practices, and our experts' top takeaways for accurate and compliant billing.

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 lives of children, youth, and families. This episode builds on the foundations laid in Part 1 and offers insights for those looking to take their CQI efforts to the next level. Tune in for expert advice on overcoming obstacles, fostering collaboration, and driving impactful outcomes in social work practice.

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 Grace Little, a Senior in the Financial Services Practice Group who specializes in business plan action focusing on financial services and employee benefits. Grace shares how a love of math led her to accounting and how she supports the professional growth of her colleagues 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 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 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 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 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.

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.

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.

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 restaurants in her new hometown of Nashville, Tennessee.

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.

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.

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.

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 another across levels, what he's currently learning, and more. Plus, you won't want to miss Chad's perspective on duck-sized bears.

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.

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 any clinical setting.

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 credit unions, as well as employee benefit plans. She also shares her enjoyment of working on recruiting for BerryDunn.

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.

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 compliance and employee benefit plans. She also shares her experiences mentoring other team members, interning at BerryDunn, and leading up to her audit career.

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 services, her love of accounting, and her involvement in teaching and training new hires and staff.

In this episode, host Shawn Tuttle is joined by BerryDunn's Chief Culture and Engagement Officer Mark Felici. During their discussion, Mark shares how he "found" his career, the impact of mentorship during his leadership development, his perspective on learning to walk in someone else's shoes, insights on the strengths culture at BerryDunn, and more.

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 Assurance, Tax and Advisory Services, Renee Bishop. Their far-ranging discussion explores the value of learning important lessons early in your career, Renee's growth experiences at BerryDunn, and how teams are leveraging the Gallup CliftonStrengths, and more.

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.

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.

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

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this episode, BerryDunn's Joe Traino 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, assessing risks, and improving the client experience.

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 CliftonStrengths, including Sarah's top five strengths.

Welcome to BerryDunn's podcast series for social workers and child welfare practitioners. In this episode, Andrea Richardson 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. Wynter's book, "Follow the Love: Permanent Connections Scaffolding". The book lays out a holistic path forward to integrate youth voice in decisions that impact their lives and to make sure they have permanent connections to support their transition to adulthood. Resources: https://www.drwynter.com/ https://www.chapinhall.org/research/calyouth/

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.

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 instructions, unintended restrictions, and more.

Welcome to Nonprofit Insights, a podcast focused on tax, auditing, accounting, and other topics in the nonprofit world. In this episode, BerryDunn's Joe Byrne, Emily Parker, and Katy Balukas answer questions our nonprofit tax and accounting teams receive every year. They discuss when employee gifts are and aren't taxable, gift cards as donations to nonprofits, how to account for and track gifts, donor acknowledgement letters, and more.

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 19, host Joe Traino welcomes Matt Bierman, Vice President of Business Affairs at Eastern Illinois University, to the podcast. The topic? Finding opportunities for institutions to collaborate. We look at many areas of opportunity for collaboration, including IT and technology, purchasing functions, cross-institutional redundancy solutions, and business models that can improve efficiency and reduce costs.

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this episode, BerryDunn's Joe Traino and Brian Hadley looking at AI from the faculty perspective. They welcome Eric Diaz, Adjunct Professor at Phoenix College in Arizona. They discuss the positive impact of AI in the classroom and its influence on teaching in higher ed.

Welcome to the Financial Institution Insights podcast. In this episode of In the Know, David Stone and Susan Weber welcome special guest and BerryDunn colleague Lindsay Francis. Lindsay provides perspective on IT, cybersecurity, and new regulatory technology platforms being used for reporting, compliance monitoring, and more among banks and other financial institutions. The team also shares updates from the FDIC Third Quarter 2023 Banking Profile, a FinCEN alert on Employee Retention Credit (ERC) fraud, and recent data on consumer debt.

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 Tucker Cutter, a Senior Manager in BerryDunn's Management and IT Consulting Practice Group. They discuss Tucker's work with enterprise systems and security and explore their shared interest in AI.

Welcome to the Corrections Technology Insights podcast. In this episode, we continue the discussion with guests from the Indiana Department of Correction. The topic? Data and its increasing importance in the mission of the Department and looking beyond reporting to improve people's lives with data.

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this episode, BerryDunn's Joe Traino and Brian Hadley are looking at AI from the perspective of the Chief Information Officer. They welcome Steve Zuromski, CIO and VP of Technology at Bridgewater State University, to discuss challenges AI poses, divergent on-campus opinions, privacy issues, and how Bridgewater is approaching AI to implement it safely, ethically, and efficiently across vastly different areas of their institution.

Welcome to the Corrections Technology Insights podcast. In the second episode, we continue the discussion with guests from the Indiana Department of Correction. They share how they are using data from behavior models to reduce assaults in the corrections system.

Welcome to the Healthcare Dollars and Good Sense podcast, a series focused on tools, resources, and expertise to help discover cost savings opportunities for healthcare organizations. In this episode, BerryDunn colleagues Regina Alexander and Susan Prior talk with Matt Schuster, Vice President of Strategy at Eastern Account System Inc. The topic? Effective, efficient, and compliant outsourcing of billing and collections.

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 Anthony “Tony” Cosentino, a Senior Auditor in our Financial Services Practice Group. He shares insights into his experience at BerryDunn, his work with larger banks, his work with FDICIA and internal controls, and how mentors have helped him throughout his career

Welcome to the Corrections Technology Insights podcast. In this first episode, we welcome guests from the Indiana Department of Correction. The topic? Using data science and analysis to improve the lives of the people in their system and the system itself.