BerryDunn Podcasts

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, Joe Traino, of BerryDunn 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, Joe Traino, of BerryDunn 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, Joe Traino, of BerryDunn and Brian Hadley are looking at AI from the perspective of the Chief Information Officer. They welcome Steve Zuromski, CIO and VP of Technology at Bridgewater State University, to discuss challenges AI poses, divergent on-campus opinions, privacy issues, and how Bridgewater is approaching AI to implement it safely, ethically, and efficiently across vastly different areas of their institution.

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

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

Welcome to the Financial Institution Insights podcast. In our In the Spotlight series, hosts Alec Weibel and Jen Gureckis interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Anthony “Tony” Cosentino, a Senior Auditor in our Financial Services Practice Group. He shares insights into his experience at BerryDunn, his work with larger banks, his work with FDICIA and internal controls, and how mentors have helped him throughout his career

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

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, Joe Traino, of BerryDunn 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, of BerryDunn 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 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 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 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 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.

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 4:40 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, member of BerryDunn’s Higher Education Management and IT consulting practice discuss AI trends and effects and shifts in community college enrollment.

In this special crossover episode of our Healthcare Technology Insights and Higher Ed Huddle podcasts, our hosts invite Clint Davies, an experienced pilot and former leader of BerryDunn’s Management and IT Consulting Team, to discuss the similarities between aviation and major software implementations.

Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners. In this episode, Andrea Richardson (formerly of BerryDunn) 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. Resources: https://www.gu.org/resources/state-of-grandfamilies-report-2022/ https://www.acf.hhs.gov/ana/tribal-food-sovereignty-security-and-nutrition-guide https://www.acf.hhs.gov/opre/report/understanding-families-experiences-poverty-results-qualitative-study-exploring

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 Wood River Health, 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, members of 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 Kristen Perry, a principal in 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 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 talk to Josh Clark, a Senior Manager in our Commercial Practice Group. He discusses his work with clients in the online gaming and sportsbook space. Josh also shares his passion for business process improvement, technology assessments, and change management.

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 talk to Lindsay Francis, a Senior Manager in our Commercial Practice Group. She shares insights on her work with BerryDunn’s technology assurance team, including internal control audits, SOC audits, and other risk-themed services. Lindsay also speaks about her passion for helping clients improve efficiencies to streamline audits.

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 talk to Principal Jeff Ring in our Tax Consulting and Compliance Practice Group. He shares how he became an accountant, his professional experience, and his creative approach to solving challenges.

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? Internal controls pertaining to payroll and time and effort reporting for grant-funded programs.

Welcome to the CECL Radio podcast. In this episode, Susan Weber is joined by Rob Smalley for an important discussion about CECL model validation, how banks can maximize their value, achieve independence, 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 talk to Jillian Santamaria of our Tax Consulting and Compliance Practice Group. She discusses the path that led her to accounting and BerryDunn, her work with low-income housing clients, and her passion for mentoring and managing staff and clients alike.

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 colleagues Denny Roberge and Roger Rego to discuss the importance of scheduling events during the financial clearance process. Team coordination and active monitoring, including EHR workflows, are crucially important with the rollback of Medicaid.

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 (formerly of BerryDunn) 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.