BerryDunn Podcasts: Recent Episodes
BerryDunn
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.
In this episode of In the Know, hosts David Stone and Susan Weber are joined by BerryDunn Senior Manager Leah Clair and Principal Kaylyn Landry, who recently participated in a panel at the FMS Forum in New Orleans on mutual holding company structures and why they may be a valuable strategic option for community banks. Highlights of the discussion: How mutual holding company structures can help community banks while preserving local focus Strategic benefits such as flexibility, shared services, operational efficiency, and more Importance of clear goals, communication, education, and board alignment Audit and reporting considerations Join us for this insightful discussion on the Mutual Matters initiative.
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 sustaining impact, and how to navigate evolving policy environments. You’ll hear perspectives on maximizing funding, building creative partnerships, and aligning strategy with shifting federal and state priorities, including real-world considerations for implementation success. Whether you’re a state official, healthcare administrator, or community partner, this episode offers actionable guidance to help you sustain funding impact, navigate policy shifts, and strengthen rural health systems. Highlights: Strategies to extend the impact of Rural Health Transformation Program funding Common barriers to sustainability—and how to overcome them The role of partnerships and policy alignment in long-term success Subscribe to Fresh Perspectives in Social Work for more episodes like this, and visit berrydunn.com to explore how we support sustainable health initiatives.
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 - AI shopping agents able to make payments Tune in for practical guidance on the latest impacts to financial institutions.
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 organizational culture that embraces AI and empowers employees
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 offers boards practical insights to strengthen organizational culture and ensure compliance.
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 integration Incorporating AI into legacy banking systems Employing robust quality control and quality assurance Determining ROI goals
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 such as bias, explainability, and regulatory compliance Calculating risks and developing internal controls for AI use
A landscape and practical tax planning strategies 3. Community bank updates, including highlights from the One Big Beautiful Bill Act of 2025. 4. The future of tax technology—Generative AI, machine learning, and more 5. Keynotes on why great people drive banking success and how to navigate the changing regulatory environment Whether you’re a tax professional, banker, or just curious about the future of finance, this episode will help you stay ahead of the curve.
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 hosts, David Stone and Susan Weber, for this latest episode of In the Know!
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 helping clients gain a more thorough understanding of the tax process throughout the year. Join us as we discuss Ryan's journey from playing hockey to doing taxes!
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 lawsuits involving the American with Disabilities Act (ADA). You’ll hear insights on the importance of quality assurance overall, as well as a deeper dive into how states can use a continuous quality improvement process to positively benefit the children, youth, and families they serve. Whether you're a social worker, state government leader, or compliance officer, this episode offers practical tips that will benefit your staff and the communities you serve.
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 welcome BerryDunn’s tax expert, Jeffrey Ring, for an overview of key considerations today, and in the future.
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 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 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. 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 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 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 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 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, 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.
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 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 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 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.
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, Emily Parker, and Katy Balukas discuss how nonprofits can prepare for a successful financial statement audit when they’re challenged by leadership transitions and high turnover.
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 Markes Wilson and Susan Prior talk with Ian Koteles, of Dietrich, a uniquely positioned pension risk advocate. The topic? Reducing pension costs through various strategies, including risk mitigation and administrative efficiency.
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 and Olga Gross-Balzano discuss the Skilled Nursing Facility (SNF) Medicare 5-Claim Probe and Educate Review. Learn what SNFs and hospital swing bed facilities need to know to help ensure an efficient and successful review, including timely submission and accurate documentation.To skip the introductions and get right to the podcast, please go to 1:50 of the episode.
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 welcome Evan Barr, a Science Technology, and Society student at Colby College in Waterville, Maine. Evan shares his perspective on how students are using AI to conduct research, how AI may affect the creative process, healthy skepticism towards AI, and the challenges it poses to students and administrators.
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 Markes Wilson and Regina Alexander welcome Rich Rita, Vice President of Business Development at the Profit Advisory Group. The topic? Strategies and tactics to find hidden, often unnecessary costs in health systems and hospitals.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today.In this episode, Joe Traino welcomes Jerry Waldron to discuss the evolution of ERP Student Information Systems. Jerry is the Interim Executive Director of the Maryland Research and Education Network (MDREN) and former CIO at the University of Maryland Eastern Shore.
Welcome to the Financial Institution Insights podcast. In this episode of In the Know, David Stone and Susan Weber discuss post-pandemic deposit balances and student loan repayment resumption, a court challenge to the CFPB 1071 Rule, AI in banking, legislation that may accelerate ESG reporting, and updates from the FDIC Second Quarter 2023 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 consultant Robyn Hoffmann is joined by Natalie Laaman, Manager at BerryDunn, and Ron Boesch, Director of Compliance and Risk Management at Community Health Care, Inc. The topic? How to approach compliance with federal requirements that prohibit discrimination on the basis of disability.
Welcome to the Healthcare Technology Insights podcast.In this episode of Healthcare Technology Insights, host Danny Burgess welcomes BerryDunn colleagues Dan Vogt, Brian Hadley, and Kolbe Merfeld to discuss AI in healthcare. Learn about risks, opportunities, what the healthcare consumer thinks about AI, how healthcare systems can prepare, and how patients can engage with AI to improve their well-being.
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 welcomes the leader of BerryDunn’s Valuation Practice Group, Seth Webber. They discuss the growth of the team and expansion of services to meet client needs, including value acceleration and transaction advisory services.
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 Robyn Hoffmann and Natalie Laaman connect with Theresa O’Doherty, FNP, the founding CEO of Precision Care, LLC. They discuss the Medicare rules and recommendations pertaining to the Initial Preventive Physical Exam (IPPE), Annual Wellness Visits (AWVs), and telehealth visits.To skip the introductions and get right to the podcast, please go to 4:13 of the episode.
Welcome to the Higher Ed Huddle: Hot Off the Press, a podcast focused on higher ed news and stories.In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss AI trends and effects and shifts in community college enrollment.
Welcome to Outsourced Accounting Insights. In this podcast series, BerryDunn’s Will Tetreault invites guests to discuss topics and trends in accounting.In this first episode, Kathy Parker and Leah Shanahan provide an introduction to outsourced accounting and share insights on their passion for helping clients grow and overcome common business challenges.
In this special crossover episode of our Healthcare Technology Insights and Higher Ed Huddle podcasts, our hosts invite Clint Davies, an experienced pilot and leader of BerryDunn’s Management and IT Consulting Team, to discuss the similarities between aviation and major software implementations.
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 consultant Robyn Hoffmann is joined by BerryDunn colleague Regina Alexander and Anna Langerveld, PhD, founder of Genemarkers, LLC. They discuss revenue integrity and creating a culture of compliance in independent laboratories.To skip the introductions and get right to the podcast, please go to 7:51 of the episode.
Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners.
In this episode, Andrea Richardson welcomes Dr. Mary Rauktis, Research Associate Professor at the University of Pittsburgh School of Social Work. They discuss the intersectionality of food insecurity of people and pets, how food insecurities affect different human and animal populaces, and the concept of the one welfare framework.
Welcome to the Financial Institution Insights podcast. In our 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 Samantha Edie, a Manager in our Financial Services Practice Group. She shares her experience at BerryDunn, including her work with banks and credit unions and passion for building strong relationships with her clients.
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 Tucker Cutter, a Senior Manager in our Management and Information Technology practice group. He speaks about his consulting career, including a logistics internship with Walmart, his work in digital and organizational transformation, and his passion for helping clients define and solve their problems.
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 consultant Robyn Hoffmann is joined by BerryDunn colleague Dr. Trisha Lee and special guest Linda Green, a Chief Compliance and Privacy Officer and Director of Quality Improvement at a Federally Qualified Health Center (FQHC). The topic? Strategies and recommendations for maintaining patient privacy in a world dominated by social media and online reviews.
To skip the introductions and get right to the podcast, please go to 4:42 of the episode.
Welcome to the Financial Institution Insights podcast. In our In the Know series, David Stone and Susan Weber share current trends and hot topics in the financial services industry. This episode focuses on the FDIC’s First Quarter 2023 Banking Update, CECL adoption impacts on community banks, recession and yield curve inversion, and more.
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 Manchester, NH-based Tyler Waldrupe, a Principal in BerryDunn’s Tax Consulting and Compliance Practice Group. We discuss Tyler’s longstanding hometown ties, his approach to coaching clients, and his passion for consulting.
Welcome to the Higher Ed Huddle: Hot Off the Press, a podcast focused on higher ed news and stories.
In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss AI and its application for cybersecurity in higher ed, and the latest news about a lawsuit filed by Governor Ron DeSantis to change the college and university accreditation processes.
For more information about the stories that we covered in this week’s episode, please see the links below.
Welcome to the Financial Institution Insights podcast. In this In the Spotlight series, hosts Susan Weber and Brooke Wells interview BerryDunn colleagues to explore their areas of expertise and interests.
In this episode, we talk to Senior Manager Kristen Perry of our Tax Consulting and Compliance Practice Group. She discusses her career at BerryDunn, including time spent as a CFO in the private sector and how it helps her better serve her clients.
Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics.In this episode, Christa Bernacchia, a Senior Manager in BerryDunn’s Healthcare Practice Group, is joined by colleagues Olga Gross-Balzano and Robyn Hoffmann. The topic? New compliance and ethics requirements for nursing facilities.To skip our introductions and get right to the topic, please skip to 4:30 mark of the podcast.
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 consultant Robyn Hoffman is joined by colleagues Nicola Church, Cheryl Krusch, and Natalie Laaman to discuss Medicare compliance implications as the COVID-19 Public Health Emergency comes to an end.
Welcome to the Financial Institution Insights podcast. In this Lender Links series, we invite guests to share critical insights for lenders. For this episode, Susan Weber and Rob Smalley are joined by Ryan Gough, a Principal in BerryDunn’s Not-for-Profit Practice Group. The topic? Key differences between nonprofit and for-profit financial statements and reporting.
Welcome to the Financial Institution Insights podcast. In this Lender Links series, we invite guests to share critical insights for lenders. For this episode, Susan Weber and Rob Smalley are joined by Dimitri Panacopoulos, a Principal in BerryDunn’s Healthcare Practice Group serving home health and hospice clients. The topic? Unique financial challenges of home health and hospice agencies. Dimitri shares how clinical education can drive change and advance outcomes.
Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners.Join us for the second part of our discussion with Jennifer Kerr, Director of Organizational Effectiveness at American Public Human Services Association, and Megan Clough, Senior Consultant at BerryDunn. Our guests expand on putting concepts into practice, starting with listening and understanding the organizational challenge.
Welcome to the Healthcare Technology Insights podcast.In this episode, Dan Vogt welcomes Brian Hadley, a healthcare cybersecurity consultant with BerryDunn. They discuss the evolution of data in healthcare and the challenges security experts face with personal health information risks and vulnerabilities outside of the healthcare IT environment.
Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners.In this episode, host Andrea Richardson explores Organizational Effectiveness (OE) and Organizational Development (OD) with Jennifer Kerr, Director of Organizational Effectiveness at American Public Human Services Association, and Megan Clough, Senior Consultant at BerryDunn. They discuss how teams can use OE/OD to better work with each other and with the children, youth, and families they support.Social service practices, agency leaders, supervisors, and front-line workers are faced with numerous challenges: a changing workforce, significantly more complex casework, funding streams that require layers of requirements and data, public pressure for more transparency and accountability.What continues to be impressive is the number of social workers who continue to enter or remain in this field of work because they want better outcomes for children, youth, and families.This will be the first of many conversations that will help listeners not only think about their individual practices, but also how organizational change can have a broader impact on communities and workplaces. Join us for this rich discussion on Organizational Development.
Welcome to the Financial Institution Insights podcast. In our In the Know series, David Stone and Susan Weber share current trends and hot topics in the financial services industry. This episode focuses on the FDIC’s Fourth Quarter 2022 banking update, emerging credit risks in the office sector, noncurrent loan rates, and more.
Welcome to the Healthcare Technology Insights podcast.In this episode, BerryDunn Principal Dan Vogt welcomes Tammy McLean, long-time Information Systems Manager at Houlton Regional Hospital. They discuss the history and evolution of Electronic Health Records (EHR), EHR conversions, the latest developments in EHR applications, and the need for unified teamwork to get the most out of EHR systems.
In this podcast, Lee Ann Dangelo, a BerryDunn senior healthcare consultant, and Vienna Morrill, BerryDunn’s Well-being Practice Lead, provide perspective on the five pillars of well-being and the far-reaching benefits of well-being for employees and employers alike. Their conversation focuses on the positive impacts of well-being programs within the healthcare industry.
Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners.In this episode, host Andrea Richardson continues her conversation with Dr. Christine Moses of Buffalo Cloud Consulting and Melinda Kirrane of BerryDunn. They discuss the DEI journey, from overcoming discomfort to finding a sense of shared ownership.
Welcome to the CECL Radio podcast. In this episode, Susan Weber, Kaylyn Landry, and Brooke Wells discuss the ins and outs of CECL controls, including using a CECL controls checklist for easier implementation.
Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners.In this first episode, host Andrea Richardson is joined by Dr. Christine Moses of Buffalo Cloud Consulting and Melinda Kirrane of BerryDunn. They discuss the DEI journey, from creating a more inclusive environment to making connections between people.
Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories.In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, continue their discussion on top trends for 2023, including race-conscious admissions policies, college consolidations, and more.
Welcome to the CECL Radio podcast. In this episode, Susan Weber and David Stone discuss the Climate Scenario Analysis (CSA) and how banks are testing their resilience based on hypothetical climate scenarios. They explore the potential impact on qualitative adjustments and share proactive tips for managing bank portfolios.
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 Olga Gross-Balzano, Robyn Hoffman, Christa Bernacchia, and Gretchen Carletta provide perspective on accreditation, credentialing, and privileging, including the latest updates from the HRSA.
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 consultant Robyn Hoffmann is joined by BerryDunn colleagues Mary Dowes and Roger Rego. The topic? The importance of checks and balances in healthcare organizations.
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 talk to Rob Smalley about his passion for working with banks and governmental entities. As the leader of BerryDunn’s Financial Services Practice Group, his work is driven by a desire to help clients support their communities.
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 Olga Gross-Balzano and Deb Dorain discuss workforce challenges in healthcare finance and leadership roles.
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 talk to Principal Todd Desjardins. He discusses his many roles at the firm, including being the firm’s Quality Assurance Principal, his work with broker-dealers, financial institutions, and more.
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 Jennifer Gureckis about her work to help clients solve their biggest challenges and serve her community through the promotion of the accounting profession and the New Hampshire Businesses for Social Responsibility
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 Kaylyn Landry, a 13-year veteran of BerryDunn. She shares how an internship with BerryDunn helped shape her career and what she now specializes in—internal controls and FDICIA compliance.
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 Leah Clair to learn more about her passion for helping team members find their individual areas of interest and take advantage of the robust learning and development opportunities at the firm.
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 talk with Principal Lisa Openshaw about the many changes she has witnessed during her tenure and her passion for developing future leaders to help clients meet industry challenges.
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 David Stone to learn more about his passion for music, what led him to a career in accounting, and his current efforts as President of the Maine Society of CPAs to promote accountancy as a profession.
Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories.In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss Name, Image, and Likeness (NIL) deals for college athletes and how ChatGPT is fueling concerns over plagiarism in higher ed.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 16, host Joe Traino welcomes Al Williams, the Deputy Chief Service Officer of the Executive Office of Technology Services and Security for the Commonwealth of Massachusetts, to the podcast. The topic? Technology shared services. What they are and how they can help organizations.
Welcome to the Financial Institution Insights podcast. In this In the Know series, David Stone and Susan Weber share current trends and hot topics in the financial services industry. This episode focuses on banking updates, the economy, ESG, climate change, and more.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 15, host Joe Traino joins BerryDunn colleague Tina Bode in welcoming Jim Agard and Aaron Gramberg from the University of Minnesota Foundation, to the podcast. The topic? How consistency and dedication to a strong information security program pays dividends over the long-term.
Welcome to the Financial Institution Insights podcast. In this In the Know series, David Stone and Susan Weber share current trends and hot topics in the financial services industry. This episode focuses on CECL model risk management, rising interest rates, and what banks should consider.
Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics.
In this episode, Olga Gross-Balzano and Christa Bernacchia discuss trends in compliance and credentialing, and how timing can affect—and drive—many of those trends.
Welcome to Financial Institution Insights podcast. In this Lender Links series, David Stone invites guests to share critical insights for lenders.
For this episode, David is joined by business valuation experts Seth Webber and Casey Karlsen to discuss future cash flow estimation.
Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics.
In this episode, Regina Alexander discusses HRSA after-hours care requirements with Robyn Hoffmann, a Senior Manager in BerryDunn’s Healthcare Practice Group.
Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories.
In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss the latest student loan forgiveness announcement, increasing diversity in higher education, and discrepancies in different institutional rankings.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 14, host Joe Traino welcomes Vienna Morrill, leader of BerryDunn’s Well-being Consulting Practice, back to the podcast.
The topic? The evolution of well-being programs and what higher education institutions should consider before and during well-being program development.
Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics.
In this episode, Regina Alexander discusses HIPAA compliance with Robyn Hoffman, a Senior Manager in BerryDunn’s Healthcare Practice Group.
Welcome to the CECL Radio podcast. In this episode, Susan Weber and Lisa Openshaw discuss the CECL finish line and what comes next.
Welcome to the CECL Radio podcast. In this episode, Susan Weber and David Stone, discuss the elimination of TDRs and new loan modification disclosures.
Welcome to the Financial Institution Insights podcast. In this episode, David Stone and Lindsay Spain discuss ESG considerations for banks and credit unions.
Welcome to the CECL Radio podcast. In this episode, BerryDunn’s Susan Weber, Lindsay Francis, and Josh Clark discuss vendor models and SOC 1 reports.
Welcome to the Healthcare Technology Insights podcast.
In this episode, BerryDunn healthcare consultant Danny Burgess interviews Ralph Johnson, Vice President of Informatics for Leapfrog. They discuss patient safety, national and regional trends, and the role of technology in healthcare delivery.
Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories.
In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss adults without degrees increasingly seeking more education, student loan cancellation, and the increase in ransomware attacks.
Welcome to the Lease Accounting Insights podcast, a series dedicated to covering common questions related to the implementation of the new lease accounting standard ASC 842.
In this episode, BerryDunn's Dawn Patterson discusses transition requirements for adopting ASC 842.
Welcome to the Lease Accounting Insights podcast, a series dedicated to covering common questions related to the implementation of the new lease accounting standard ASC 842.
In this episode, BerryDunn's Dawn Patterson discusses presentation and disclosure requirements for ASC 842. She shares details on presentation requirements for the statement of financial position, statement of comprehensive income, and statement of cash flows, as well as qualitative and quantitative disclosure requirements.
Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories. In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss mergers in higher ed.
Welcome to the Lease Accounting Insights podcast, a series dedicated to covering common questions related to the implementation of the new lease accounting standard ASC 842.
In this episode, Dawn Patterson addresses lessor accounting under ASC 842, including initial and subsequent measurement of sales-type, direct financing, and operating leases. She also shares insights on lease modifications.
Welcome to the Lease Accounting Insights podcast, a series dedicated to covering common questions related to the implementation of the new lease accounting standard ASC 842.
In this episode, BerryDunn's Dawn Patterson discusses lessee accounting for the initial and subsequent measurement of the lease liability and right-of-use asset, as well as accounting for lease modifications.
Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories.
In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss increasing community college funding and updates on student loan forgiveness.
Welcome to the Lease Accounting Insights podcast, a series dedicated to covering common questions related to the implementation of the new lease accounting standard ASC 842.
In this episode, BerryDunn's Dawn Patterson discusses the new lease classifications, determining lease payments, the lease term, and more.
Welcome to Lease Accounting Insights podcast, a series dedicated to covering common questions related to lease accounting.
In this episode, BerryDunn's Dawn Patterson explores how you can determine whether a contract contains a lease.
Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories.
In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss technologies and trends impacting the future of higher ed.
Welcome to the CECL Radio podcast. In this episode, members of BerryDunn’s Financial Services Practice Group, Susan Weber and Kaylyn Landry discuss CECL governance and controls.
Welcome to the CECL Radio podcast. In this episode, members of BerryDunn’s Financial Services Practice Group, Susan Weber and David Stone discuss unfunded commitments and debt securities.
Welcome to the CECL Radio podcast. In this episode, members of BerryDunn’s Financial Services Practice Group, Susan Weber and Leah Clair discuss CECL model documentation and where to start.
Welcome to the CECL Radio podcast. In this episode, members of BerryDunn’s Financial Services Practice Group, Susan Weber and Ian Martell discuss CECL preparation.
Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics.
In this episode, Regina Alexander and Kristina Senna share compliance and revenue integrity tips for home health and hospice agencies.
Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories.
In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss chat bots, investments, and emerging technology vendors.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this episode, host Joe Traino, a Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Dave Houle, a Senior Manager at BerryDunn. Dave shares insights on ERP systems.
Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics.
In this episode, Regina Alexander and Mary Dowes discuss sliding fee discount programs and HRSA compliance challenges among FQHCs.
Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories.
In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice discuss employment and enrollment in higher ed.
Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics.
In this episode, Regina Alexander discusses HIPAA Privacy and Patient Right of Access with Helen Hadley, a now retired BerryDunn Healthcare Practice Group Principal.
Welcome to the Higher Ed Huddle: Hot Off the Press, a podcast focused on higher ed news and stories. In this episode, host Joe Traino, a Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Chase Good, a consultant at BerryDunn. The team discusses the impact of inflation, budgetary increases, and mental health in higher ed.
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 Regina Alexander and Cheryl Gregory discuss the oversight responsibilities of healthcare organization Boards and the role of an active and engaged Board of Directors within an effective compliance program.
Welcome to the Healthcare Technology Insights podcast. In this episode, BerryDunn healthcare consultants Dan Vogt and Danny Burgess discuss telehealth, informatics, and HIMSS.
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 Regina Alexander and Cheryl Krusch discuss the 2021 Evaluation and Management (E/M) documentation and coding guidance changes, lessons learned, and tips for providers.
Welcome to the Financial Institution Insights podcast. In this episode, members of BerryDunn’s Financial Services Practice Groups, Kaylyn Landry and Ian Martell discuss common ICFR implementation pitfalls.
Welcome to the Financial Institution Insights podcast. In this episode, members of BerryDunn’s Tax and Financial Services Practice Groups, Tyler Waldrupe and Ian Martell discuss income tax controls.
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 Regina Alexander and Markes Wilson discuss the basics of grant funded program oversight, common risks, and tips for compliance officers considering adding internal grant program oversight activities to their annual work plans.
Grant revenue has become an increasingly significant source of funding for healthcare organizations across the continuum of care, especially academic medical centers, FQHCs, community hospitals, and behavioral health services organizations. Whether from a federal agency like HHS, HRSA, NIH, or CDC, State Medicaid program, foundation or private source, grants typically come with very specific use and reporting requirements.
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 Regina Alexander and Olga Gross-Balzano discuss the contemporary revenue integrity landscape specific to post-acute healthcare facilities, including the impact of PDPM and COVID-19 emergency flexibilities. Tips shared include how facility compliance officers, finance, and revenue cycle leaders can leverage their organization’s PEPPER report and the data compiled through the Medicare cost reporting process to identify compliance gaps and revenue integrity opportunities.
Welcome to the Financial Institution Insights podcast. In this episode, members of BerryDunn’s Financial Services Practice Group, Kaylyn Landry and Ian Martell discuss how to prepare for an audit of Internal Controls over Financial Reporting (ICFR) and audit evidence.
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 Regina Alexander and Susan Prior discuss the importance of resource allocation and risk assessment, and what it means to overall healthcare compliance program effectiveness for organizations of all sizes.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 12, host Joe Traino, a Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Tyler Bartlett, a security consultant at BerryDunn. Tyler shares insights on zero trust architecture, considerations for leaders, and the benefits of implementing this framework.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 11, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Dr. Lucy Holman, Associate Provost for Teaching, Learning & Library Services and Dean of the Library at the University of North Carolina, Wilmington (UNCW). Dr. Holman will share some of the exciting initiatives in the library services space at UNCW and what she sees as future trends and growth opportunities.
Welcome to the Medicaid Insights podcast where we cover timely and relevant updates related to Medicaid trends, systems, and policy considerations.
In this episode, members from BerryDunn’s Medicaid Practice Group, Peter Alfrey and Sarah Ratliff, review guidance from a recent Center for Medicaid and CHIP Services Informational Bulletin on a series of tools for states and the Centers for Medicare & Medicaid Services (CMS) to help improve the monitoring and oversight of Medicaid and CHIP managed care programs.
Welcome to the Financial Institution Insights podcast. In this episode, members of BerryDunn’s Financial Services Practice Group, Kaylyn Landry and Ian Martell discuss ICFR standards for banks approaching $1 billion in assets, FDICIA compliance, and the COSO framework.
Welcome to the Medicaid Insights podcast where we cover timely and relevant updates related to Medicaid trends, systems, and policy considerations.
In this episode, members of BerryDunn's Medicaid Practice Group, Nicolle Field, Chris Davis, and Vicki Handy discuss organization development shortcuts for states to consider.
Welcome to the Medicaid Insights podcast where we cover timely and relevant updates related to Medicaid trends, systems, and policy considerations.
In this episode, members of BerryDunn's Medicaid Practice Area, Nicolle Field, Chris Davis, and Vicki Handy discuss Medicaid enterprise modernization and considerations related to organization development.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 10, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Dr. Mike Carlin, Vice Chancellor of IT and CIO at the University of North Carolina at Charlotte.
Dr. Carlin describes the university’s OneIT project and shares his perspectives on implementing an organizational transformation during the pandemic. He shares experiences and valuable lessons learned for institutions considering an organizational change.
Welcome to the Medicaid Insights podcast where we cover timely and relevant updates related to Medicaid trends, systems, and policy considerations.
In this episode, members of BerryDunn's Medicaid Practice Area, Ethan Wiley, Peter Alfrey, and Rachel Moss Capper discuss recent guidance from the Centers for Medicare & Medicaid Services (CMS) regarding planning for the resumption of normal state Medicaid, Children’s Health Insurance Program (CHIP), and Basic Health Program operations upon conclusion of the COVID-19 Public Health Emergency.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 9, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Cindy Mitchell, recently retired CIO of Colby College. Cindy reflects on the role of the higher ed CIO, future challenges and opportunities, succession planning, and lessons learned in her 35+ year career.
Welcome to the Medicaid Insights podcast where we cover timely and relevant updates related to Medicaid trends, systems, and policy considerations.
In this episode, members of BerryDunn's Medicaid Practice Area, Nicolle Field, Chris Davis, and Dylan Tuttle discuss Medicaid Enterprise System certification and Advance Planning Document (APD) considerations with Dylan Tuttle.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 8, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Thom Davis, Vice President and CFO at California State University Bakersfield and Clint Davies, Principal at BerryDunn.
The topic? Innovation and the future of higher ed post-pandemic. We will reflect on the lessons learned from 2020, and focus on what challenges we see going forward, opportunities for innovation and anticipated changes.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 7, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Orlando Leon, Vice President of IT at Fresno State.
The topic? Leadership and developing people. In light of the challenges facing higher education this year, there has been significant pivoting required and greater demand placed on IT organizations. We will share insights on what tools Orlando uses for strengthening leadership skills and developing staff across his organization.
Welcome to the Medicaid Insights podcast where we cover timely and relevant updates related to Medicaid trends, systems, and policy considerations.
In this episode, our co-hosts Nicolle Field, Senior Manager in BerryDunn’s Medicaid Practice Area, and Chris Davis, Manager in BerryDunn’s Medicaid Practice Area, discuss their work with CMS to evolve the certification process for Outcomes-Based Certification, and look at some of the complexities of the effort.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 6, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Loren Moench, Director of IT at Western Nebraska Community College.
The topic? Supporting different stakeholder needs across a rural multi-campus college. We will share insights on how Loren and his IT team are successfully accomplishing this and shared lessons learned from the COVID-19 pandemic.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 5, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Vienna Morrill, Manager at BerryDunn who is leading its well-being initiatives.
The topic? Well-being programs and their importance. In this first episode of a two-part series, we will discuss what well-being means, the importance of it, and the trends in higher education. In the second part of the series, Vienna will return and share insights from well-being conversations with faculty, staff, and students across higher ed. Vienna will share insights that higher ed leaders can consider in developing well-being programs.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 4, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Andrea Jaeckel, CFO at Prescott College.
The topic? The impact of COVID-19 on an experiential college and risk management considerations for Higher Ed leaders. Joe and Andrea discuss how Andrea led risk management initiatives to manage and minimize the impact of COVID-19 on her college.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 3, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Chris Richardson, Deputy CIO of Development, Mobility, and Smart Cities at Arizona State University.
The topic? Innovative initiatives during COVID-19. Joe and Chris discuss the impact of COVID-19, the key operational strategies, and what actions were taken in preparation for the ASU fall term. Chris also shares thoughts and key considerations looking ahead for leaders, and lessons learned managing IT organizations through these turbulent times.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 2, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Mark Addy, Director of Platform Services at the University of Maryland. The topic? The changing landscape of IT workers in Higher Education and how a virtual work environment has changed the game. Joe and Mark will explore the top three things IT leaders should do in supporting a productive virtual work environment.
Welcome to the Medicaid Insights podcast where we cover timely and relevant updates related to Medicaid trends, systems, and policy considerations. In this first episode, our co-hosts Nicolle Field, Senior Manager in BerryDunn’s Medicaid Practice Area, and Chris Davis, Manager in BerryDunn’s Medicaid Practice Area discuss Medicaid Enterprise System Certification and considerations related to the outcomes-based certification efforts some states are participating in.
Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this first episode, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Jerry Waldron, CIO at University of Maryland Eastern Shore. The topic? The importance of change management and key implementation considerations for leaders at their institutions.