Shows
BerryDunn PodcastsNonprofit Insights: BerryDunn's Risk Assessment Tool Helps NFP’s Prepare for Potential Funding ChangesWelcome 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 eBoo...2025-06-0210 min
BerryDunn PodcastsIn the Spotlight: Business Planning with Grace LittleWelcome 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.2025-02-2408 min
BerryDunn PodcastsIn the Spotlight: Building Relationships and Earning Trust with Kerry WinfreyWelcome 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.2025-02-1710 min
BerryDunn PodcastsIn the Spotlight: Onboarding Audit Interns with Conner FurtadoWelcome 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.2025-02-1710 min
BerryDunn PodcastsIn the Spotlight: Smooth Audits with Erin MaussWelcome 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.2025-02-1705 min
BerryDunn PodcastsIn the Spotlight: From Athlete to Audits with Rashon EdgertonWelcome 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.2025-02-1014 min
BerryDunn PodcastsIn the Know: All Things Tax: Insights on Potential Tax Changes for BanksWelcome 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 an...2025-02-1020 min
BerryDunn PodcastsEveryone’s a Teacher: Learning from One Another at All LevelsWelcome 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.2024-08-1624 minBerryDunn PodcastsLeadership Insights - Ep04In 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.2024-08-1624 min
BerryDunn PodcastsAI Revolution: Technology Infusion of the Clinical WorkflowWelcome 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.2024-07-3043 min
BerryDunn PodcastsIn the Spotlight: A Passion for Audit with Kaylee CavagnaroWelcome 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.2024-07-2906 min
BerryDunn PodcastsIn the Spotlight: Mentoring in the Audit Field with Samantha WashburnWelcome 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.2024-07-0308 min
BerryDunn PodcastsLearning to Walk in Someone Else's ShoesIn 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.2024-06-2616 min
BerryDunn PodcastsLearning to Lead with AuthenticityWelcome 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.2024-05-2422 min
BerryDunn PodcastsAI in Higher Ed: Effectively Preparing and Planning for the Introduction of AIWelcome 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.2024-04-1522 min
BerryDunn PodcastsExploring the Role that Leadership Development has Played in the Firm’s Continued SuccessWelcome 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.2024-03-2827 min
BerryDunn PodcastsThe Consulting Perspective with Tucker Cutter: Exploring AIWelcome 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.2024-01-0518 min
BerryDunn PodcastsIn the Spotlight: Paying Mentorship Forward with Tony CosentinoWelcome 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 career2023-12-1508 min
BerryDunn PodcastsSection 504: Federal Requirements Prohibiting Discrimination on the Basis of DisabilityWelcome 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.2023-10-2630 min
BerryDunn PodcastsA Value-Added Conversation with Seth Webber: Preparing Business Owners for Exits and TransactionsWelcome 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.2023-10-1323 min
BerryDunn PodcastsAI and Enrollment Growth Trends in Higher EdWelcome to the Higher Ed Huddle: Hot Off the Press, a podcast focused on higher ed news and stories.
In this episode, Joe Traino, formerly of BerryDunn, 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.2023-09-1222 min
BerryDunn PodcastsCompliance and Revenue Integrity for Independent LaboratoriesWelcome 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.2023-09-1129 min
BerryDunn PodcastsIn the Spotlight: Balancing Client Service, Mentorship, and Audits with Samantha EdieWelcome 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.2023-08-2309 min
BerryDunn PodcastsMaintaining HIPAA Privacy in a World Filled with Online ReviewsWelcome 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.2023-08-0921 min
BerryDunn PodcastsIn the Spotlight: A Tax Coach for Banks, Tyler WaldrupeWelcome 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.2023-07-2007 min
BerryDunn PodcastsIn the Spotlight: Guiding Clients on Complex Accounting with Kristen PerryWelcome 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.2023-06-3007 min
BerryDunn PodcastsIn the Spotlight: Improving Audit Efficiency with Lindsay FrancisWelcome 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.2023-06-2207 min
BerryDunn PodcastsChecks and Balances: Payroll and Time and Effort Documentation for Grant-Funded ProgramsWelcome 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.2023-06-1431 min
BerryDunn PodcastsIn the Spotlight: Finding a Niche in Tax and Accounting with Jillian SantamariaWelcome 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.2023-06-0809 min
BerryDunn PodcastsPutting Organizational Development Concepts into PracticeWelcome 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.2023-04-2047 min
BerryDunn PodcastsOrganizational Change: Building Effective Organizations One Person at a TimeWelcome 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, pu...2023-04-1241 min
BerryDunn PodcastsWell-being Programs in Healthcare SettingsIn this podcast, Vienna Morrill, BerryDunn’s Well-being Practice Lead, and Lee Ann Dangelo, formerly with BerryDunn, 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.2023-03-0824 min
BerryDunn PodcastsA Commitment to DEIWelcome 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, formerly with BerryDunn. They discuss the DEI journey, from overcoming discomfort to finding a sense of shared ownership.2023-03-0624 min
BerryDunn PodcastsAchieving Equity in Human Services SystemsWelcome 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, formerly with BerryDunn. They discuss the DEI journey, from creating a more inclusive environment to making connections between people.2023-02-2724 min
BerryDunn PodcastsChecks and Balances: The Importance of Controls in Healthcare OrganizationsWelcome 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.2023-02-0825 min
BerryDunn PodcastsIn the Spotlight: A Fulfilling Audit and Accounting Career with Rob SmalleyWelcome 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.2023-01-1912 min
BerryDunn PodcastsA CFO's Perspective on Turnover and Successful TransitionsWelcome 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.2023-01-1823 min
BerryDunn PodcastsIn the Spotlight: Guiding Audit Quality and Efficiency with Todd DesjardinsWelcome 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.2023-01-1709 min
BerryDunn PodcastsIn the Spotlight: A Passion for Serving Banks and the Community with Jennifer GureckisWelcome 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 Responsibility2023-01-1308 min
BerryDunn PodcastsIn the Spotlight: A Journey to Accounting with Kaylyn LandryWelcome 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.2023-01-1208 min
BerryDunn PodcastsIn the Spotlight: Serving as a Trusted Advisor for Clients and Colleagues with Leah ClairWelcome 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.2023-01-1109 min
BerryDunn PodcastsBest Practices for Responding to Medical Record RequestsWelcome 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 Jen Flohr, formerly of BerryDunn, discuss best practices for compliance and operations when responding to requests for medical records.2023-01-1015 min
BerryDunn PodcastsIn the Spotlight: A Career Focused on Financial Institutions with Lisa OpenshawWelcome 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.2023-01-1008 min
BerryDunn PodcastsIn the Spotlight: Dissecting Accounting Standards to Help Clients Navigate Change with David StoneWelcome 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.2023-01-0910 min
BerryDunn PodcastsNIL and ChatGPT in Higher EdWelcome 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.2022-12-2921 min
BerryDunn PodcastsPrioritizing and Remediating Cybersecurity RisksWelcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this episode, host Joe Traino joins BerryDunn colleague Tina Bode in welcoming Jim Aagaard and Aaron Granberg from the University of Minnesota Foundation, to the podcast.
The topic? How building a maturity framework to reframe information security pays dividends over the long-term.2022-12-1831 min
BerryDunn PodcastsOutsourcing Online Program Systems and Performance-Based Funding at Community CollegesWelcome 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 (formerly with BerryDunn) and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss outsourcing online program management and performance-based funding at higher education institutions.2022-11-1926 min
BerryDunn PodcastsHRSA After-Hours Care Requirements for FQHCs and RHCs: The Intersection of Quality and ComplianceWelcome 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.2022-10-1019 min
BerryDunn PodcastsStudent Loan Forgiveness and Increasing DiversityWelcome 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 (formerly with BerryDunn), 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.2022-09-1513 min
BerryDunn PodcastsEmployee Well-Being: Where Higher Education Institutions Should FocusWelcome 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.2022-09-1325 min
BerryDunn PodcastsHIPAA Compliance Deep Dive for Health CentersWelcome 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.2022-09-1142 min
BerryDunn PodcastsCECL Preparation: Vendor Models, SOC 1 and SOC 2 ReportsWelcome to the CECL Radio podcast. In this episode, BerryDunn’s Susan Weber, Lindsay Francis, and Josh Clark discuss vendor models and SOC 1 reports.2022-08-3026 min
BerryDunn PodcastsPatient Safety and the Role of TechnologyWelcome 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.2022-08-2833 min
BerryDunn PodcastsAdults in Higher Education, Student Loans, and CybersecurityWelcome 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 (formerly with BerryDunn) 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.2022-08-2718 min
BerryDunn PodcastsTransition Requirements for Adopting ASC 842Welcome 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 842.2022-08-2406 min
BerryDunn PodcastsASC 842 Presentation and Disclosure RequirementsWelcome 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.2022-08-1712 min
BerryDunn PodcastsMergers in Higher EducationWelcome 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 (formerly with BerryDunn) and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss mergers in higher ed.2022-08-0813 min
BerryDunn PodcastsLessee Accounting: Initial and Subsequent Measurement of the Lease Liability and Right-of-Use AssetWelcome 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.2022-07-1710 min
BerryDunn PodcastsIncreasing Community College Funding and Updates on Student Loan ForgivenessWelcome 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 (formerly with BerryDunn) 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.2022-07-0116 min
BerryDunn PodcastsASC 842 Core ConceptsWelcome 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.2022-06-3015 min
BerryDunn PodcastsHow ASC 842 Determines What a Lease is and Whether a Contract Contains a LeaseWelcome to 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 explores what a lease is and how to determine whether a contract contains a lease.2022-06-1907 min
BerryDunn PodcastsTechnologies and Trends Impacting the Future of Higher EdWelcome 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.2022-06-1317 min
BerryDunn PodcastsCECL Preparation: Governance and ControlsWelcome 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.2022-06-0816 min
BerryDunn PodcastsCECL Preparation: Unfunded Commitments and Debt SecuritiesWelcome 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.2022-06-0822 min
BerryDunn PodcastsCECL Preparation: Model DocumentationWelcome 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.2022-06-0820 min
BerryDunn PodcastsCECL Preparation: Advice for Every StageWelcome to the CECL Radio podcast. In this episode, Susan Weber, a Senior Manager at BerryDunn, and Ian Martell, formerly with BerryDunn, discuss CECL preparation.2022-06-0828 min
BerryDunn PodcastsChat Bots, Investments, and Emerging Technology VendorsWelcome 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.2022-06-0311 min
BerryDunn PodcastsERP Systems in Higher EdWelcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this episode, host Joe Traino (formerly with BerryDunn), 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.2022-06-0141 min
BerryDunn PodcastsEmployment and Enrollment in Higher EdWelcome 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.2022-05-1113 min
BerryDunn PodcastsHIPAA Privacy and Patient Right of AccessWelcome 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.2022-05-0426 min
BerryDunn PodcastsEffects of Inflation, Budgets, and Mental Health in Higher EdWelcome 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.2022-04-2511 min
BerryDunn PodcastsThe Role of Board Oversight within an Effective Healthcare Compliance ProgramWelcome 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.2022-04-1924 min
BerryDunn PodcastsPeople, Process, and Technology: The Future of HealthcareWelcome to the Healthcare Technology Insights podcast. In this episode, BerryDunn healthcare consultants Dan Vogt and Danny Burgess discuss telehealth, informatics, and HIMSS.2022-03-1428 min
BerryDunn PodcastsEvaluation and Management (E/M) coding guidance changes: Tips and lessons learnedWelcome 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.2022-03-0823 min
BerryDunn PodcastsFDICIA ICFR Tax ConsiderationsWelcome to the Financial Institution Insights podcast. In this episode, Tyler Waldrupe, a Principal at BerryDunn, and Ian Martell, formerly with BerryDunn, discuss income tax controls.2022-02-2715 min
BerryDunn PodcastsFDICIA ICFR Implementation PitfallsWelcome to the Financial Institution Insights podcast. In this episode, Kaylyn Landry, a Senior Manager at BerryDunn, and Ian Martell, formerly with BerryDunn, discuss common ICFR implementation pitfalls.2022-02-2619 min
BerryDunn PodcastsMitigating the compliance and revenue integrity risks of grant funded healthcare programsWelcome 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...2022-02-1720 min
BerryDunn PodcastsLeveraging the Medicare cost reporting process to identify revenue integrity opportunitiesWelcome 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.2022-01-3118 min
BerryDunn PodcastsPreparing for FDICIA ICFR Implementation and Audit EvidenceWelcome to the Financial Institution Insights podcast. In this episode, Kaylyn Landry, a Senior Manager at BerryDunn, and Ian Martell, formerly with BerryDunn, discuss how to prepare for an audit of Internal Controls over Financial Reporting (ICFR) and audit evidence.2022-01-2628 min
BerryDunn PodcastsProgram effectiveness, resource allocation, and risk assessmentWelcome 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.2022-01-1320 min
BerryDunn PodcastsZero Trust Architecture: Considerations for Higher Ed IT LeadersWelcome 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 Tyler Bartlett, a security consultant at BerryDunn. Tyler shares insights on zero trust architecture, considerations for leaders, and the benefits of implementing this framework.2021-11-2119 min
BerryDunn PodcastsUniversity Library Technology: Future Trends and Growth OpportunitiesWelcome 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.2021-09-2835 min
BerryDunn PodcastsMedicaid and Children’s Insurance Program (CHIP) Managed Care Monitoring and Oversight ToolsWelcome 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.2021-07-2708 min
BerryDunn PodcastsOrganization development: Shortcuts for states to considerWelcome 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, Vicki Handy, and Chris Davis, formerly with BerryDunn, discuss organization development shortcuts for states to consider.2021-07-1618 min
BerryDunn PodcastsFDICIA ICFR: Understanding the COSO Framework and How to PrepareWelcome to the Financial Institution Insights podcast. In this episode, Kaylyn Landry, a Senior Manager at BerryDunn, and Ian Martell, formerly with BerryDunn, discuss ICFR standards for banks approaching $1 billion in assets, FDICIA compliance, and the COSO framework.2021-07-1519 min
BerryDunn PodcastsOrganization development: Preparing for Medicaid Enterprise Systems (MES) modernizationWelcome 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, Vicki Handy, and Chris Davis, formerly with BerryDunn, discuss Medicaid enterprise modernization and considerations related to organization development.2021-05-2516 min
BerryDunn PodcastsIT Centralization Considerations and Perspectives on Higher Ed Organizational TransformationWelcome 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.2021-05-1425 min
BerryDunn PodcastsResumption of normal operations: PHE considerations for statesWelcome 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.2021-05-1115 min
BerryDunn PodcastsIT leadership insights: The role of the Higher Ed CIOWelcome 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.2021-04-2930 min
BerryDunn PodcastsMedicaid Enterprise Systems certification: Outcomes and APD considerationsWelcome 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, Dylan Tuttle, and Chris Davis, formerly with BerryDunn, discuss Medicaid Enterprise System certification and Advance Planning Document (APD) considerations.2021-03-0311 min
BerryDunn PodcastsReflections on 2020 and Opportunities for Innovation in Higher Ed ITWelcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 8, host Joe Traino, formerly a 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, formerly a 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.2021-03-0130 min
BerryDunn PodcastsIT Leadership and Development in Higher EdWelcome 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.2021-02-0142 min
BerryDunn PodcastsOutcomes-Based Certification scalability and project outcomesWelcome 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, formerly with BerryDunn, discuss their work with CMS to evolve the certification process for Outcomes-Based Certification, and look at some of the complexities of the effort.2021-01-2508 min
BerryDunn PodcastsHigher Ed IT: Supporting Stakeholder NeedsWelcome 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.2021-01-0431 min
BerryDunn PodcastsEmployee Well-being and Trends in Higher EducationWelcome 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...2020-12-2124 min
BerryDunn PodcastsHigher Ed IT risk management: Minimize the impact of COVID-19Welcome 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.2020-12-0132 min
BerryDunn PodcastsHigher Ed IT applications: The impact of COVID-19 and key operational strategiesWelcome 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.2020-10-2429 min
BerryDunn PodcastsTop Three Things Higher Ed IT Leaders Should Consider in a Virtual EnvironmentWelcome 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.2020-09-3029 min
BerryDunn PodcastsMedicaid Certification Considerations: A Discussion About Outcomes-Based CertificationWelcome 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, formerly with BerryDunn, discuss Medicaid Enterprise System Certification and considerations related to the outcomes-based certification efforts some states are participating in.2020-09-1309 min
BerryDunn PodcastsChange Management and Key Implementation Considerations for Higher Ed LeadersWelcome 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.2020-09-1130 min