It Figures: The CRI Podcast

Join CRI Partners Rob Lemmon, April Shuping, and Dean Mead, as they dive into The Financial Data Transparency Act and all that that entails; including requirements, guidelines, and other practical knowledge.

On this week's episode of "It Figures," join CRI Partners Hillary Collier and Doug Mims, as they look at ways for community banks to better help their customers, and formulate new processes with loan modifications.

Join CRI Partner Bryan Hall and Director of Physician Services Georgina Perry, as they discuss the current medical staffing crisis, how administrators can secure talent, and best practices to streamline processes for maximum efficiency.

On this week's episode, CRI Partner Sandi Guy speaks with colleagues Melissa Wyatt and Grant Schumpert about remote vs hybrid work, optimal culture and climate of the workplace, and ways managers can improve communication with their teams.

Join CRI New Orleans Partner, Geoffrey Cover, as he discusses cost segregation and other engineered tax benefits that you can use in your tax planning after you've acquired or considered purchasing real estate.

This week, join CRI Jeff Silver, Jeff Hawkins, and Marc Berry, as they discuss the current trends they see within mergers and acquisitions, how they think the market will change, and how to be successful in this space.

On this week's episode of "It Figures," join CRI Partners Rob Lemmon, Becky Hammond, and Dean Michael Mead, as they dive into the world of deferrals and how to navigate those waters.

It's all about longevity! Join CRI Partners Robert Coker and Larry May, as they dive into identifying solid succession candidates and preparing the next generation of talent for your business.

On this week's episode, join CRI Partners Rob Demonbreun and Chris Cain as they dive into evaluating credit risk management, stress tests, and proper bank management.

On this week's episode, join CRI Partners, Scott Bailey, Joseph May, and Steve Williams, as they discuss the recent labor market changes and their effects on matters of compliance.

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 Statement 34, and potential guidance on upcoming standards.

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 data at your fingertips. Tune in to this episode of It Figures as CRI Senior Managers Jessica Ortiz and David Knowlton summarize a few client success stories and unravel the benefits of using real-time lease compliance software.

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 Kevin Rivera as they discuss how the experience gleaned from an internship can help shape your career.

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 retention. Listen in as we characterize some of the inclusion and diversity essentials in an increasingly divergent job market.

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, and the future of grants management.

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.

What do your name, image, and likeness all have in common? Well, if you're a college athlete, the answer is a new source of cash. Join us for the first episode of Season 3 of It Figures: The CRI Podcast as CRI Partners Rob Lemmon, Adria Deren, Steve Grice, and Michael Maddox discuss one of collegiate sports most hot button issues, the NIL. This in-depth discussion stresses the importance of financial literacy, debates potential investment opportunities, and embraces financial risk aversion tactics.

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.

Calculating risk and making sound business decisions during times of economic distress can feel like staring at a mirage in the middle of the desert. In this episode, CRI Partners Larry May, Bobbi Hayes, and Robert Coker discuss the dangers of allowing economic fear to drive a contractor's decision-making process. From liquidating investment accounts for fear of market declines to spending money simply to get a tax deduction, don't head towards the mirage.

The IRS has been monitoring the captive insurance industry with heightened scrutiny for several years. Between major court victories, settlement letters, and a stated focus on 831(b) captives, an active approach has been long established. In this episode of It Figures, join CRI Partners Scott Bailey and Robert Miller as they provide an update regarding the IRS' activity and what to expect from the captive insurance market in the future.

It’s not a question of if your organization will be impacted by fraud, but when. Join us for this episode of It Figures as CRI Partners Ben Kincaid and Jimmy Woodall break down the facts about the costs and frequency of fraud, examples of red flags you may be blind to, and how performing internal audits can lead to more robust internal controls to deter fraud.

Ransomware attacks are increasingly present in the daily news cycle, and in the minds of business owners these days. Tune in to this episode of It Figures as CRI partners David Mills, Tyler Mills, and Jon Heath discuss some of the most recent ransomware attacks, common entry points for these attacks, and the types of backup needed to get back in business quickly.

Thanks to the American Rescue Plan Act (ARPA), the Employee Retention Credit got a most welcome boost! The ARPA extended timelines and bolstered credit amounts for businesses that either experienced a shutdown due to the pandemic or saw a decline in gross receipts. In this episode of It Figures, CRI Tax Partners Kris Hoffman and Ann Marie Sale are joined by Paywerx Senior Tax Manager Randy Matthews to discuss the newest facets of the ERC, including eligibility requirements, calculating credits, timelines, and the application basics.

As a worldwide pandemic slowly subsides, and workforces return to their offices, the aftermath of inconsistent childcare solutions, socioeconomic distress, and vulnerable individualism still remain at the forefront of our minds. As a manager or leader, it’s crucial to offer empathy and understanding to each of your employees who are dealing with a set of unique circumstances that impact their day-to-day work product. Join CRI Partners Sandi Guy and Max Gin, and Senior Manager Kendra LaFleur as they each break down some of their own experiences leading people with careful intent and empathy, while still encouraging them to bring their best self to work every single day.

Healthcare providers, listen up. We rounded up three of CRI's finest healthcare accounting professionals to interpret the importance of defending your revenue streams, preparing your payer audit defense, and laying the groundwork for future changes within the healthcare industry.

The 2020 Christmas Day bombing in Nashville, Tennessee, caused obvious physical destruction to the city’s bustling downtown area—but what about the trickle-down effect of the physical destruction? Join our Cybersecurity and Data Privacy team for this episode of It Figures as they discuss the ramifications of such an event on infrastructure systems supporting everything from businesses to governments and families to hospital systems and how entities can protect themselves from future risk and outages due to events beyond their control.

In this episode, we apply real-world techniques to the monitoring and controlling of manufacturing costs. Join CRI Partners Tom Carmichael and Scott Bailey as they unravel everything from the budgeting processes to the most effective purchasing techniques performed by the manufacturing industry's goliaths.

In honor of Women’s History Month and International Women’s Day, we are proud to introduce our first “Conversations that Count” episode of It Figures. Join CRI Partner of Human Capital, Sandi Guy, as she facilitates a panel discussion with other women from the firm as they discuss how society has impacted their perceptions of themselves, the challenges and successes they’ve seen in their professional careers, and how at the end of the day the most important thing that women can do for each other is to support one another.

The continual uncertainty and change we've seen across all areas of business, including financial institutions, calls for in-depth discussion. Join CRI Partners Rob Demonbreun and Chris Cain for this episode of It Figures as they talk about credit risk management, the impacts of PPP loans included in government stimulus packages, Part 363 temporary relief requirements, and much more.

Collaborating is often the key to success when owning and running a business—and transitioning to the sell phase of owning a business is no different! In this episode of It Figures, CRI Partner Jen Christensen is joined by CRI Capital Advisors Partners Joel Sikes and Paul Evans as they reflect on one of their most successful sell transactions and an overview of the steps business owners should take to prepare for the sale of their business.

In this episode of "It Figures: The CRI Podcast," we outline how governments should recognize revenue from the Coronavirus Relief Fund, as well as the steps they should take to ensure single audit compliance. Join us as CRI Partners Robert Lemmon, Ray Roberts, April Shuping, and Gwen Mansfield-Vogt detail this information and much more.

Establishing key controls, maintaining adequate documentation, and understanding the overall complexity of FDICIA (Federal Deposit Insurance Corporation Improvement Act) can help mitigate your institution's risk of noncompliance. In this episode of "It Figures," join CRI Financial Institutions Partners Doug Mims and Chris Cain as they explore the relevancy of FDICIA today and why it is essential to maintaining compliance.

An organization’s long-term success is dependent upon not only its financial health, but also on how the organization plans and prepares for leadership succession—which is often overlooked. In this episode of “It Figures,” CRI Partners Jose Aponte and Alan Skinner discuss the initial steps to setting up a C-Suite/leadership succession plan, important pitfalls to avoid, considerations when forming your plan, and how often an organization should review and modify its plan.