BerryDunn Podcasts

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

Join host Kristen Perry with guest Ryan King as they recap the Bank & Capital Markets Tax Institute (BTI) 2025 conference—where industry leaders, tax experts, and banking professionals gathered to tackle the year’s most pressing challenges. This special episode of In the Know covers everything from the latest federal tax legislation and regulatory updates to the transformative power of Generative AI in tax compliance, delivering actionable insights and expert perspectives. Tune in for highlights on: 1. Major tax developments and policy shifts impacting banks in 2025 2. The evolving M&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!

In this episode of Fresh Perspectives in Social Work, Lisa Roberts, Manager in BerryDunn’s State Government Practice Group sits down with Cammie Chapman, Special Counsel with Brown & 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.