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BerryDunn Podcasts

BerryDunnwww.berrydunn.com
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.
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Episodes

Learning to Lead with Authenticity

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...

May 24, 202422 min

In the Know: FDIC Fourth Quarter 2023 Banking Profile and a CECL Milestone

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.

May 03, 202420 min

What is an IRO?

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.

May 02, 202411 min

Youth Engagement: Facilitating Systematic Change as Youth Enter Adulthood

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.

Apr 26, 202431 min

AI in Higher Ed: Effectively Preparing and Planning for the Introduction of AI

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this episode, Joe Traino, formerly of BerryDunn, 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.

Apr 15, 202423 min

Exploring the Role that Leadership Development has Played in the Firm’s Continued Success

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.

Mar 28, 202427 min

Youth Engagement: Supporting the Transition to Adulthood

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 ...

Mar 27, 202428 min

Recruiting Nonprofit C-Suite Professionals

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.

Mar 07, 202417 min

Tracking Gifts and Contributions

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.

Feb 23, 202417 min

Gift Taxes and their Impact on Nonprofits

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.

Feb 16, 202415 min

Cross-Institutional Collaboration Opportunities

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 19, Joe Traino, formerly 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 eff...

Jan 22, 202427 min

AI in Higher Ed: Added Value in the Classroom

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this episode, Joe Traino, formerly 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.

Jan 20, 202421 min

In the Know: FDIC Third Quarter 2023 Banking Profile and IT Perspective from Lindsay Francis

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...

Jan 19, 202430 min

The Consulting Perspective with Tucker Cutter: Exploring AI

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.

Jan 05, 202419 min

Down in the Data: State Technology Integration

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.

Jan 04, 202414 min

AI in Higher Ed: Ethical Approaches

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this episode, Joe Traino, formerly 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 d...

Jan 01, 202423 min

Down in the Data: Behavior Models

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.

Dec 28, 202338 min

Spending Money to Collect Money: The Art of Outsourced Billing and Collections

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.

Dec 28, 202318 min

In the Spotlight: Paying Mentorship Forward with Tony Cosentino

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...

Dec 15, 20239 min

Down in the Data: Using Tools and Technology for the Greater Good

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.

Dec 11, 202329 min

Preparing for a Financial Statement Audit

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.

Dec 08, 202312 min

Reducing Pension Risk Exposure in Healthcare

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.

Dec 07, 202312 min

Understanding the Impacts of the 5-Claim Probe and Educate Review

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 introduc...

Dec 05, 202320 min

AI in Higher Ed: A Student’s Perspective

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this episode, Joe Traino, formerly 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.

Nov 18, 202329 min

Cost Savings Opportunities for Healthcare Organizations

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.

Nov 01, 202317 min

The Evolution of ERP and Student Information Systems

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this episode, Joe Traino, formerly 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.

Oct 29, 202336 min

In the Know: FDIC Second Quarter 2023 Banking Profile and Impacts of ESG and AI in Banking

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.

Oct 27, 202319 min

Section 504: Federal Requirements Prohibiting Discrimination on the Basis of Disability

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.

Oct 26, 202331 min

Beyond Hospital Walls: AI in Healthcare

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.

Oct 26, 202350 min

A Value-Added Conversation with Seth Webber: Preparing Business Owners for Exits and Transactions

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.

Oct 13, 202323 min
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