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BerryDunn Podcasts

English, Technology, 1 season, 155 episodes, 2 days, 6 hours, 12 minutes
About
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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Preparing for Your First Uniform Guidance Compliance Audit

Welcome to Nonprofit Insights, a podcast focused on tax, auditing, accounting, and other topics in the nonprofit world. In this episode, Joe Byrne, Katy Balukas, and Emily Parker discuss what NFPs need to know as they approach their first Uniform Guidance compliance audit, including funding streams, what triggers a Uniform Guidance audit, the schedule of expenditures of federal awards, and more.
8/28/202418 minutes, 38 seconds
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In the Know: FDIC First Quarter 2024 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 statistics from the FDIC First Quarter 2024 Banking Profile, including net interest margin declines and deposit balance increases. They also share their takeaways from the annual Financial Manager Society Forum Annual Conference.
8/23/202425 minutes, 36 seconds
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Everyone’s a Teacher: Learning from One Another at All Levels

Welcome to BerryDunn’s Leadership Insights, a podcast focused on learning, leading, and learning to lead—designed to inspire both experienced and aspiring leaders. In this episode, host Shawn Tuttle is joined by BerryDunn’s Chief Operating Officer of Consulting Services Chad Snow. During their discussion, Chad shares secrets to good leadership at BerryDunn, his appreciation for learning from one another across levels, what he's currently learning, and more. Plus, you won't want to miss Chad's perspective on duck-sized bears.
8/16/202424 minutes, 27 seconds
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Varied Experiences in Outsourced Accounting

Welcome to Outsourced Accounting Insights. In this podcast series, BerryDunn’s Will Tetreault invites guests to discuss topics and trends in accounting. In this episode, Will is joined by colleagues Miina Pawlowski, Justin Horr, and Katie Truong. They discuss their varied experiences and what they enjoy most about outsourced accounting.
8/13/202429 minutes, 33 seconds
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AI Revolution: Technology Infusion of the Clinical Workflow

Welcome to the Healthcare Technology Insights podcast. In this episode of Healthcare Technology Insights, host Dan Vogt welcomes BerryDunn colleague Alan Weintraub, a Senior Manager in BerryDunn’s Healthcare Practice Group. They discuss the infusion of technology into the clinical workflow, how technology continues to evolve rapidly, and how it will impact, challenge, and improve the workflow of any clinical setting.
7/30/202443 minutes, 13 seconds
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In the Spotlight: A Passion for Audit with Kaylee Cavagnaro

Welcome to the Financial Institution Insights podcast. In our In the Spotlight series, hosts Alec Weibel and Jen Gureckis interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Kaylee Cavagnaro, a Senior Auditor in our Financial Services Practice Group. Kaylee talks about her career as an auditor and her experience working with banks and credit unions, as well as employee benefit plans. She also shares her enjoyment of working on recruiting for BerryDunn.
7/29/20246 minutes, 25 seconds
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Uniform Guidance

Welcome to Nonprofit Insights, a podcast focused on tax, auditing, accounting, and other topics in the nonprofit world. In this episode, Joe Byrne, Katy Balukas, and Emily Parker discuss Uniform Guidance audits, including suspension and debarment, internal controls, federal funding and grant management, and sub-recipient funding.
7/10/202414 minutes, 43 seconds
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In the Spotlight: Mentoring in the Audit Field with Samantha Washburn

Welcome to the Financial Institution Insights podcast. In our In the Spotlight series, hosts Alec Weibel and Jen Gureckis interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Sam Washburn, an Audit Senior in our Financial Services Practice Group. Sam talks about her work with banks and broker-dealers and her specialization in FDICIA compliance and employee benefit plans. She also shares her experiences mentoring other team members, interning at BerryDunn, and leading up to her audit career.
7/3/20248 minutes, 12 seconds
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In the Spotlight: Early Career Findings with Megan Ruby

Welcome to the Financial Institution Insights podcast. In our In the Spotlight series, hosts Alec Weibel and Jen Gureckis interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Megan Ruby, a Senior in our Financial Services Practice Group. She shares her early career trajectory testing that predicted her path to working in financial services, her love of accounting, and her involvement in teaching and training new hires and staff.
6/28/20248 minutes, 17 seconds
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Learning to Walk in Someone Else's Shoes

In this episode, host Shawn Tuttle is joined by BerryDunn’s Chief Culture and Engagement Officer Mark Felici. During their discussion, Mark shares how he "found" his career, the impact of mentorship during his leadership development, his perspective on learning to walk in someone else's shoes, insights on the strengths culture at BerryDunn, and more.
6/26/202416 minutes, 21 seconds
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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, and more.
5/24/202422 minutes, 11 seconds
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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.
5/3/202420 minutes, 28 seconds
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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.
5/2/202411 minutes, 28 seconds
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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.
4/26/202430 minutes, 59 seconds
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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, BerryDunn's Joe Traino and Brian Hadley continue to explore AI. They are joined by BerryDunn colleague Tucker Cutter, who focuses on IT strategic planning and organizational design for higher education clients. They discuss effectively preparing and planning for the introduction of AI, assessing risks, and improving the client experience.
4/15/202422 minutes, 54 seconds
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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.
3/28/202427 minutes, 19 seconds
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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 youth voice in decisions that impact their lives and to make sure they have permanent connections to support their transition to adulthood. Resources: https://www.drwynter.com/ https://www.chapinhall.org/research/calyouth/
3/27/202428 minutes, 17 seconds
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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.
3/7/202417 minutes, 17 seconds
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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.
2/23/202416 minutes, 31 seconds
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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.
2/16/202414 minutes, 54 seconds
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Cross-Institutional Collaboration Opportunities

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 19, host Joe Traino welcomes Matt Bierman, Vice President of Business Affairs at Eastern Illinois University, to the podcast. The topic? Finding opportunities for institutions to collaborate. We look at many areas of opportunity for collaboration, including IT and technology, purchasing functions, cross-institutional redundancy solutions, and business models that can improve efficiency and reduce costs.
1/24/202427 minutes, 7 seconds
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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, BerryDunn's Joe Traino and Brian Hadley looking at AI from the faculty perspective. They welcome Eric Diaz, Adjunct Professor at Phoenix College in Arizona. They discuss the positive impact of AI in the classroom and its influence on teaching in higher ed.
1/22/202421 minutes, 18 seconds
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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) fraud, and recent data on consumer debt.
1/19/202430 minutes, 2 seconds
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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.
1/5/202418 minutes, 38 seconds
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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.
1/4/202413 minutes, 46 seconds
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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, BerryDunn's Joe Traino and Brian Hadley are looking at AI from the perspective of the Chief Information Officer. They welcome Steve Zuromski, CIO and VP of Technology at Bridgewater State University, to discuss challenges AI poses, divergent on-campus opinions, privacy issues, and how Bridgewater is approaching AI to implement it safely, ethically, and efficiently across vastly different areas of their institution.
1/3/202422 minutes, 51 seconds
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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.
12/28/202338 minutes, 12 seconds
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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.
12/28/202318 minutes, 3 seconds
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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
12/15/20238 minutes, 46 seconds
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Down in the Data: Using Tools and Technology for the Greater Good

Welcome to the Corrections Technology Insights podcast. In this first episode, host Chris Covey is joined by 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.
12/12/202329 minutes, 10 seconds
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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.
12/8/202311 minutes, 59 seconds
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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.
12/7/202312 minutes, 18 seconds
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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, Olga Gross-Balzano, and Nicola Church 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.
12/6/202320 minutes, 19 seconds
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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, BerryDunn's Joe Traino and Brian Hadley welcome Evan Barr, a Science Technology, and Society student at Colby College in Waterville, Maine. Evan shares his perspective on how students are using AI to conduct research, how AI may affect the creative process, healthy skepticism towards AI, and the challenges it poses to students and administrators.
11/20/202328 minutes, 56 seconds
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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.
11/1/202316 minutes, 35 seconds
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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 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.
10/31/202335 minutes, 37 seconds
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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.
10/27/202318 minutes, 36 seconds
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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.
10/26/202330 minutes, 40 seconds
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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.
10/26/202349 minutes, 40 seconds
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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.
10/13/202323 minutes, 1 second
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Complying with Medicare Rules of Annual Wellness Visits and Telehealth

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.
9/29/202318 minutes, 21 seconds
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AI and Enrollment Growth Trends in Higher Ed

Welcome to the Higher Ed Huddle: Hot Off the Press, a podcast focused on higher ed news and stories. In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss AI trends and effects and shifts in community college enrollment.
9/14/202322 minutes, 33 seconds
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An Introduction to Outsourced Accounting: More Than Just Bookkeeping

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.
9/13/202316 minutes, 31 seconds
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Stay on Course: Using Aviation Best Practices to Inform Software Implementations

In this special crossover episode of our Healthcare Technology Insights and Higher Ed Huddle podcasts, our hosts invite Clint Davies, an experienced pilot and leader of BerryDunn’s Management and IT Consulting Team, to discuss the similarities between aviation and major software implementations.
9/12/202346 minutes, 46 seconds
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Compliance and Revenue Integrity for Independent Laboratories

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.
9/11/202329 minutes, 32 seconds
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Food Insecurity and the One Welfare Framework

Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners. In this episode, Andrea Richardson welcomes Dr. Mary Rauktis, Research Associate Professor at the University of Pittsburgh School of Social Work. They discuss the intersectionality of food insecurity of people and pets, how food insecurities affect different human and animal populaces, and the concept of the one welfare framework.
8/29/202335 minutes, 7 seconds
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In the Spotlight: Balancing Client Service, Mentorship, and Audits with Samantha Edie

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.
8/23/20239 minutes, 18 seconds
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In the Spotlight: Organizational Transformation with Tucker Cutter

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.
8/11/20237 minutes, 25 seconds
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Maintaining HIPAA Privacy in a World Filled with Online Reviews

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.
8/9/202321 minutes, 21 seconds
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In the Know: FDIC First Quarter 2023 Banking Profile

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.
8/3/202328 minutes, 15 seconds
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In the Spotlight: A Tax Coach for Banks, Tyler Waldrupe

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.
7/20/20237 minutes, 55 seconds
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AI for Cybersecurity and Accreditation Processes in Higher Ed

Welcome to the Higher Ed Huddle: Hot Off the Press, a podcast focused on higher ed news and stories. In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss AI and its application for cybersecurity in higher ed, and the latest news about a lawsuit filed by Governor Ron DeSantis to change the college and university accreditation processes. For more information about the stories that we covered in this week’s episode, please see the links below.
7/20/202314 minutes, 31 seconds
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In the Spotlight: Guiding Clients on Complex Accounting with Kristen Perry

Welcome to the Financial Institution Insights podcast. In this In the Spotlight series, hosts Susan Weber and Brooke Wells interview BerryDunn colleagues to explore their areas of expertise and interests. In this episode, we talk to Senior Manager Kristen Perry of our Tax Consulting and Compliance Practice Group. She discusses her career at BerryDunn, including time spent as a CFO in the private sector and how it helps her better serve her clients.
7/1/20236 minutes, 58 seconds
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In the Spotlight: Combining Audit and Consulting Experience with Josh Clark

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.
6/29/20236 minutes, 38 seconds
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In the Spotlight: Improving Audit Efficiency with Lindsay Francis

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.
6/22/20237 minutes, 6 seconds
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In the Spotlight: Getting to Know Jeff Ring, the “Accidental Accountant”

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.
6/15/202311 minutes, 21 seconds
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Checks and Balances: Payroll and Time and Effort Documentation for Grant-Funded Programs

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.
6/14/202331 minutes, 10 seconds
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CECL Model Validation

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.
6/14/202311 minutes, 20 seconds
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In the Spotlight: Finding a Niche in Tax and Accounting with Jillian Santamaria

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.
6/8/20239 minutes, 15 seconds
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The End of the COVID-19 Public Health Emergency: Revenue Cycle Implications

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.
6/7/202321 minutes, 6 seconds
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New Compliance and Ethics Program Requirements for Nursing Facilities

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.
5/24/202335 minutes, 25 seconds
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The End of the COVID-19 Public Health Emergency: Medicare Compliance Implications

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.
5/16/202325 minutes, 55 seconds
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Lender Links: Understanding Nonprofit Financial Statements

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.
5/1/202312 minutes, 44 seconds
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Lender Links: Advancing Outcomes with Clinical Education for Home Health and Hospice Agencies

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.
4/20/202313 minutes, 41 seconds
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Putting Organizational Development Concepts into Practice

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.
4/20/202347 minutes, 50 seconds
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Beyond Hospital Walls: Patient Health Data Risks and Preventive Actions

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.
4/18/202332 minutes, 11 seconds
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Organizational Change: Building Effective Organizations One Person at a Time

Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners. In this episode, host Andrea Richardson explores Organizational Effectiveness (OE) and Organizational Development (OD) with Jennifer Kerr, Director of Organizational Effectiveness at American Public Human Services Association, and Megan Clough, Senior Consultant at BerryDunn. They discuss how teams can use OE/OD to better work with each other and with the children, youth, and families they support. Social service practices, agency leaders, supervisors, and front-line workers are faced with numerous challenges: a changing workforce, significantly more complex casework, funding streams that require layers of requirements and data, public pressure for more transparency and accountability. What continues to be impressive is the number of social workers who continue to enter or remain in this field of work because they want better outcomes for children, youth, and families. This will be the first of many conversations that will help listeners not only think about their individual practices, but also how organizational change can have a broader impact on communities and workplaces. Join us for this rich discussion on Organizational Development.
4/12/202341 minutes, 30 seconds
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In the Know: FDIC Fourth Quarter Banking Profile

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.
4/7/202323 minutes, 45 seconds
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EHR Projects and Teamwork: How to Get the Most Out of EHR systems?

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.
3/30/202333 minutes, 38 seconds
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Well-being Programs in Healthcare Settings

In this podcast, Lee Ann Dangelo, a BerryDunn senior healthcare consultant, and Vienna Morrill, BerryDunn’s Well-being Practice Lead, provide perspective on the five pillars of well-being and the far-reaching benefits of well-being for employees and employers alike. Their conversation focuses on the positive impacts of well-being programs within the healthcare industry.
3/9/202324 minutes, 14 seconds
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A Commitment to DEI

Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners. In this episode, host Andrea Richardson continues her conversation with Dr. Christine Moses of Buffalo Cloud Consulting and Melinda Kirrane of BerryDunn. They discuss the DEI journey, from overcoming discomfort to finding a sense of shared ownership.
3/7/202324 minutes, 56 seconds
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CECL Internal Controls

Welcome to the CECL Radio podcast. In this episode, Susan Weber, Kaylyn Landry, and Brooke Wells discuss the ins and outs of CECL controls, including using a CECL controls checklist for easier implementation.
3/1/202315 minutes, 7 seconds
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Achieving Equity in Human Services Systems

Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners. In this first episode, host Andrea Richardson is joined by Dr. Christine Moses of Buffalo Cloud Consulting and Melinda Kirrane of BerryDunn. They discuss the DEI journey, from creating a more inclusive environment to making connections between people.
2/28/202324 minutes, 40 seconds
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Higher Ed Admission Policies, Consolidations, and Cybersecurity

Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories. In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, continue their discussion on top trends for 2023, including race-conscious admissions policies, college consolidations, and more.
2/23/202317 minutes, 23 seconds
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Climate Scenario Analysis Exercise and Your Bank's Portfolio

Welcome to the CECL Radio podcast. In this episode, Susan Weber and David Stone discuss the Climate Scenario Analysis (CSA) and how banks are testing their resilience based on hypothetical climate scenarios. They explore the potential impact on qualitative adjustments and share proactive tips for managing bank portfolios.
2/22/202310 minutes, 25 seconds
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The Alphabet Soup of Accreditation, Credentialing, and Privileging

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, BerryDunn healthcare consultants Olga Gross-Balzano, Robyn Hoffman, Christa Bernacchia, and Gretchen Carletta provide perspective on accreditation, credentialing, and privileging, including the latest updates from the HRSA.
2/16/202330 minutes, 20 seconds
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Checks and Balances: The Importance of Controls in Healthcare Organizations

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, BerryDunn healthcare consultant Robyn Hoffmann is joined by BerryDunn colleagues Mary Dowes and Roger Rego. The topic? The importance of checks and balances in healthcare organizations.
2/8/202325 minutes, 36 seconds
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In the Spotlight: A Fulfilling Audit and Accounting Career with Rob Smalley

Welcome to the Financial Institution Insights podcast. In this In the Spotlight series, hosts Susan Weber and Brooke Wells interview colleagues from BerryDunn's Financial Services Practice Group to explore their areas of expertise and interests. In this episode, we talk to Rob Smalley about his passion for working with banks and governmental entities. As the leader of BerryDunn’s Financial Services Practice Group, his work is driven by a desire to help clients support their communities.
1/19/202312 minutes, 33 seconds
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A CFO's Perspective on Turnover and Successful Transitions

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, BerryDunn healthcare consultants Olga Gross-Balzano and Deb Dorain discuss workforce challenges in healthcare finance and leadership roles.
1/18/202323 minutes, 16 seconds
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In the Spotlight: Guiding Audit Quality and Efficiency with Todd Desjardins

Welcome to the Financial Institution Insights podcast. In this In the Spotlight series, hosts Susan Weber and Brooke Wells interview colleagues from BerryDunn's Financial Services Practice Group to explore their areas of expertise and interests. In this episode, we talk to Principal Todd Desjardins. He discusses his many roles at the firm, including being the firm’s Quality Assurance Principal, his work with broker-dealers, financial institutions, and more.
1/17/20239 minutes, 22 seconds
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In the Spotlight: A Partner to Banks and Colleagues with Susan Weber

Welcome to the Financial Institution Insights podcast. In this In the Spotlight series, hosts Susan Weber and Brooke Wells interview colleagues from BerryDunn's Financial Services Practice Group to explore their areas of expertise and interests. In this episode, co-host Susan Weber turns the microphone on herself and shares insights from her banking career. As a CECL consultant, she is passionate about helping banks with project management, model documentation, methodology reviews, and board education.
1/17/20237 minutes, 32 seconds
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In the Spotlight: A Passion for Serving Banks and the Community with Jennifer Gureckis

Welcome to the Financial Institution Insights podcast. In this In the Spotlight series, hosts Susan Weber and Brooke Wells interview colleagues from BerryDunn's Financial Services Practice Group to explore their areas of expertise and interests. In this episode, we connect with Jennifer Gureckis about her work to help clients solve their biggest challenges and serve her community through the promotion of the accounting profession and the New Hampshire Businesses for Social Responsibility
1/13/20238 minutes, 9 seconds
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In the Spotlight: A Journey to Accounting with Kaylyn Landry

Welcome to the Financial Institution Insights podcast. In this In the Spotlight series, hosts Susan Weber and Brooke Wells interview colleagues from BerryDunn's Financial Services Practice Group to explore their areas of expertise and interests. In this episode, we connect with Kaylyn Landry, a 13-year veteran of BerryDunn. She shares how an internship with BerryDunn helped shape her career and what she now specializes in—internal controls and FDICIA compliance.
1/12/20238 minutes, 40 seconds
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Best Practices for Responding to Medical Record Requests

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, BerryDunn healthcare consultants Olga Gross-Balzano and Jen Flohr discuss best practices for compliance and operations when responding to requests for medical records.
1/11/202315 minutes, 30 seconds
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In the Spotlight: Serving as a Trusted Advisor for Clients and Colleagues with Leah Clair

Welcome to the Financial Institution Insights podcast. In this In the Spotlight series, hosts Susan Weber and Brooke Wells interview colleagues from BerryDunn's Financial Services Practice Group to explore their areas of expertise and interests. In this episode, we connect with Leah Clair to learn more about her passion for helping team members find their individual areas of interest and take advantage of the robust learning and development opportunities at the firm.
1/11/20239 minutes, 47 seconds
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In the Spotlight: A Career Focused on Financial Institutions with Lisa Openshaw

Welcome to the Financial Institution Insights podcast. In this In the Spotlight series, hosts Susan Weber and Brooke Wells interview colleagues from BerryDunn's Financial Services Practice Group to explore their areas of expertise and interests. In this episode, we talk with Principal Lisa Openshaw about the many changes she has witnessed during her tenure and her passion for developing future leaders to help clients meet industry challenges.
1/10/20238 minutes, 42 seconds
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In the Spotlight: Dissecting Accounting Standards to Help Clients Navigate Change with David Stone

Welcome to the Financial Institution Insights podcast. In this In the Spotlight series, hosts Susan Weber and Brooke Wells interview colleagues from BerryDunn's Financial Services Practice Group to explore their areas of expertise and interests. In this episode, we connect with David Stone to learn more about his passion for music, what led him to a career in accounting, and his current efforts as President of the Maine Society of CPAs to promote accountancy as a profession.
1/9/202310 minutes, 54 seconds
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Shared Technology Services in Higher Education

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 16, host Joe Traino welcomes Al Williams, the Deputy Chief Service Officer of the Executive Office of Technology Services and Security for the Commonwealth of Massachusetts, to the podcast. The topic? Technology shared services. What they are and how they can help organizations.
12/29/202240 minutes
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NIL and ChatGPT in Higher Ed

Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories. In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss Name, Image, and Likeness (NIL) deals for college athletes and how ChatGPT is fueling concerns over plagiarism in higher ed.
12/29/202221 minutes, 21 seconds
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In the Know: FDIC Third Quarter Banking Profile and Economic Updates

Welcome to the Financial Institution Insights podcast. In this In the Know series, David Stone and Susan Weber share current trends and hot topics in the financial services industry. This episode focuses on banking updates, the economy, ESG, climate change, and more.
12/28/202222 minutes, 5 seconds
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Prioritizing and Remediating Cybersecurity Risks

Welcome 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.
12/18/202231 minutes, 2 seconds
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In the Know: CECL Model Risk Management and Economic Perspective

Welcome to the Financial Institution Insights podcast. In this In the Know series, David Stone and Susan Weber share current trends and hot topics in the financial services industry. This episode focuses on CECL model risk management, rising interest rates, and what banks should consider.
12/1/202216 minutes, 37 seconds
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Outsourcing Online Program Systems and Performance-Based Funding at Community Colleges

Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories. In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss outsourcing online program management and performance-based funding at higher education institutions.
11/20/202226 minutes, 20 seconds
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Timing Is Everything: Credentialing and Compliance Trends

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, Olga Gross-Balzano and Christa Bernacchia discuss trends in compliance and credentialing, and how timing can affect—and drive—many of those trends.
11/16/202219 minutes, 51 seconds
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Lender Links: Estimating a Company's Future Cash Flow

Welcome to the Financial Institution Insights podcast. In this Lender Links series, David Stone invites guests to share critical insights for lenders. For this episode, David is joined by business valuation experts Seth Webber and Casey Karlsen to discuss future cash flow estimation.
11/14/202222 minutes, 39 seconds
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HRSA After-Hours Care Requirements for FQHCs and RHCs: The Intersection of Quality and Compliance

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, Regina Alexander discusses HRSA after-hours care requirements with Robyn Hoffmann, a Senior Manager in BerryDunn’s Healthcare Practice Group.
10/10/202219 minutes, 15 seconds
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Student Loan Forgiveness and Increasing Diversity

Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories. In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss the latest student loan forgiveness announcement, increasing diversity in higher education, and discrepancies in different institutional rankings.
9/16/202213 minutes, 36 seconds
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Employee Well-Being: Where Higher Education Institutions Should Focus

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 14, host Joe Traino welcomes Vienna Morrill, leader of BerryDunn’s Well-being Consulting Practice, back to the podcast. The topic? The evolution of well-being programs and what higher education institutions should consider before and during well-being program development.
9/13/202225 minutes, 46 seconds
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HIPAA Compliance Deep Dive for Health Centers

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, Regina Alexander discusses HIPAA compliance with Robyn Hoffman, a Senior Manager in BerryDunn’s Healthcare Practice Group.
9/11/202242 minutes, 44 seconds
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Crossing the CECL Finish Line: What Comes Next?

Welcome to the CECL Radio podcast. In this episode, Susan Weber and Lisa Openshaw discuss the CECL finish line and what comes next.
9/9/202214 minutes, 39 seconds
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CECL Preparation: Elimination of TDRs and New Loan Modification Disclosures

Welcome to the CECL Radio podcast. In this episode, Susan Weber and David Stone, discuss the elimination of TDRs and new loan modification disclosures.
9/9/202217 minutes, 42 seconds
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Current Technology Considerations for Financial Institutions

Welcome to the Financial Institution Insights podcast. Lindsay Francis and David Stone discuss current technology trends and considerations for your financial institution.
9/1/202211 minutes, 24 seconds
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ESG Considerations for Financial Institutions

Welcome to the Financial Institution Insights podcast. In this episode, David Stone and Lindsay Spain discuss ESG considerations for banks and credit unions.
9/1/202213 minutes, 1 second
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CECL Preparation: Vendor Models, SOC 1 and SOC 2 Reports

Welcome to the CECL Radio podcast. In this episode, BerryDunn’s Susan Weber, Lindsay Francis, and Josh Clark discuss vendor models and SOC 1 reports.
8/30/202226 minutes, 1 second
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Adults in Higher Education, Student Loans, and Cybersecurity

Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories. In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss adults without degrees increasingly seeking more education, student loan cancellation, and the increase in ransomware attacks.
8/28/202218 minutes, 10 seconds
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Patient Safety and the Role of Technology

Welcome to the Healthcare Technology Insights podcast. In this episode, BerryDunn healthcare consultant Danny Burgess interviews Ralph Johnson, Vice President of Informatics for Leapfrog. They discuss patient safety, national and regional trends, and the role of technology in healthcare delivery.
8/28/202233 minutes, 10 seconds
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Transition Requirements for Adopting ASC 842

Welcome to the Lease Accounting Insights podcast, a series dedicated to covering common questions related to the implementation of the new lease accounting standard ASC 842. In this episode, BerryDunn's Dawn Patterson discusses transition requirements for adopting ASC 842.
8/24/20226 minutes, 54 seconds
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ASC 842 Presentation and Disclosure Requirements

Welcome to the Lease Accounting Insights podcast, a series dedicated to covering common questions related to the implementation of the new lease accounting standard ASC 842. In this episode, BerryDunn's Dawn Patterson discusses presentation and disclosure requirements for ASC 842. She shares details on presentation requirements for the statement of financial position, statement of comprehensive income, and statement of cash flows, as well as qualitative and quantitative disclosure requirements.
8/17/202212 minutes, 8 seconds
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Mergers in Higher Education

Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories. In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss mergers in higher ed.
8/9/202213 minutes, 13 seconds
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Lessor Accounting Under ASC 842

Welcome to the Lease Accounting Insights podcast, a series dedicated to covering common questions related to the implementation of the new lease accounting standard ASC 842. In this episode, Dawn Patterson addresses lessor accounting under ASC 842, including initial and subsequent measurement of sales-type, direct financing, and operating leases. She also shares insights on lease modifications.
8/7/202217 minutes, 9 seconds
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Lessee Accounting: Initial and Subsequent Measurement of the Lease Liability and Right-of-Use Asset

Welcome to the Lease Accounting Insights podcast, a series dedicated to covering common questions related to the implementation of the new lease accounting standard ASC 842. In this episode, BerryDunn's Dawn Patterson discusses lessee accounting for the initial and subsequent measurement of the lease liability and right-of-use asset, as well as accounting for lease modifications.
7/17/202210 minutes, 33 seconds
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Increasing Community College Funding and Updates on Student Loan Forgiveness

Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories. In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss increasing community college funding and updates on student loan forgiveness.
7/1/202216 minutes, 35 seconds
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ASC 842 Core Concepts

Welcome to the Lease Accounting Insights podcast, a series dedicated to covering common questions related to the implementation of the new lease accounting standard ASC 842. In this episode, BerryDunn's Dawn Patterson discusses the new lease classifications, determining lease payments, the lease term, and more.
6/30/202215 minutes, 22 seconds
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How ASC 842 Determines What a Lease is and Whether a Contract Contains a Lease

Welcome 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.
6/19/20227 minutes, 47 seconds
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Technologies and Trends Impacting the Future of Higher Ed

Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories. In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss technologies and trends impacting the future of higher ed.
6/13/202217 minutes, 44 seconds
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CECL Preparation: Governance and Controls

Welcome to the CECL Radio podcast. In this episode, members of BerryDunn’s Financial Services Practice Group, Susan Weber and Kaylyn Landry discuss CECL governance and controls.
6/8/202216 minutes, 17 seconds
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CECL Preparation: Unfunded Commitments and Debt Securities

Welcome to the CECL Radio podcast. In this episode, members of BerryDunn’s Financial Services Practice Group, Susan Weber and David Stone discuss unfunded commitments and debt securities.
6/8/202222 minutes, 53 seconds
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CECL Preparation: Model Documentation

Welcome to the CECL Radio podcast. In this episode, members of BerryDunn’s Financial Services Practice Group, Susan Weber and Leah Clair discuss CECL model documentation and where to start.
6/8/202220 minutes, 8 seconds
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CECL Preparation: Advice for Every Stage

Welcome to the CECL Radio podcast. In this episode, Susan Weber, a Senior Manager at BerryDunn, and Ian Martell, formerly with BerryDunn, discuss CECL preparation.
6/8/202228 minutes, 26 seconds
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Proactive Compliance Priorities and Scalable Revenue Integrity Tips

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, Regina Alexander and Kristina Senna share compliance and revenue integrity tips for home health and hospice agencies.
6/8/202224 minutes, 6 seconds
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Chat Bots, Investments, and Emerging Technology Vendors

Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories. In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice, discuss chat bots, investments, and emerging technology vendors.
6/3/202211 minutes, 40 seconds
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ERP Systems in Higher Ed

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this episode, host Joe Traino, a Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Dave Houle, a Senior Manager at BerryDunn. Dave shares insights on ERP systems.
6/2/202241 minutes, 36 seconds
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Sliding Fee Discount Programs and HRSA Compliance Challenges Among FQHCs

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, Regina Alexander and Mary Dowes discuss sliding fee discount programs and HRSA compliance challenges among FQHCs.
5/23/202214 minutes, 15 seconds
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Employment and Enrollment in Higher Ed

Welcome to the Higher Ed Huddle: Hot Off the Press, a bi-weekly podcast focused on higher ed news and stories. In this episode, co-hosts Joe Traino and Chase Goode, consultants in BerryDunn’s Higher Education Management and IT consulting practice discuss employment and enrollment in higher ed.
5/11/202213 minutes, 27 seconds
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HIPAA Privacy and Patient Right of Access

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, Regina Alexander discusses HIPAA Privacy and Patient Right of Access with Helen Hadley, a now retired BerryDunn Healthcare Practice Group Principal.
5/4/202226 minutes, 6 seconds
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Effects of Inflation, Budgets, and Mental Health in Higher Ed

Welcome to the Higher Ed Huddle: Hot Off the Press, a podcast focused on higher ed news and stories. In this episode, host Joe Traino, a Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Chase Good, a consultant at BerryDunn. The team discusses the impact of inflation, budgetary increases, and mental health in higher ed.
4/25/202211 minutes, 9 seconds
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The Role of Board Oversight within an Effective Healthcare Compliance Program

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, BerryDunn healthcare consultants Regina Alexander and Cheryl Gregory discuss the oversight responsibilities of healthcare organization Boards and the role of an active and engaged Board of Directors within an effective compliance program.
4/19/202224 minutes, 21 seconds
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People, Process, and Technology: The Future of Healthcare

Welcome to the Healthcare Technology Insights podcast. In this episode, BerryDunn healthcare consultants Dan Vogt and Danny Burgess discuss telehealth, informatics, and HIMSS.
3/14/202228 minutes, 5 seconds
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Evaluation and Management (E/M) coding guidance changes: Tips and lessons learned

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, BerryDunn healthcare consultants Regina Alexander and Cheryl Krusch discuss the 2021 Evaluation and Management (E/M) documentation and coding guidance changes, lessons learned, and tips for providers.
3/8/202223 minutes, 20 seconds
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FDICIA ICFR Tax Considerations

Welcome 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.
2/27/202215 minutes, 14 seconds
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FDICIA ICFR Implementation Pitfalls

Welcome 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.
2/26/202219 minutes, 28 seconds
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Mitigating the compliance and revenue integrity risks of grant funded healthcare programs

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, BerryDunn healthcare consultants Regina Alexander and Markes Wilson discuss the basics of grant funded program oversight, common risks, and tips for compliance officers considering adding internal grant program oversight activities to their annual work plans. Grant revenue has become an increasingly significant source of funding for healthcare organizations across the continuum of care, especially academic medical centers, FQHCs, community hospitals, and behavioral health services organizations. Whether from a federal agency like HHS, HRSA, NIH, or CDC, State Medicaid program, foundation or private source, grants typically come with very specific use and reporting requirements.
2/17/202220 minutes, 9 seconds
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Leveraging the Medicare cost reporting process to identify revenue integrity opportunities

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, BerryDunn healthcare consultants Regina Alexander and Olga Gross-Balzano discuss the contemporary revenue integrity landscape specific to post-acute healthcare facilities, including the impact of PDPM and COVID-19 emergency flexibilities. Tips shared include how facility compliance officers, finance, and revenue cycle leaders can leverage their organization’s PEPPER report and the data compiled through the Medicare cost reporting process to identify compliance gaps and revenue integrity opportunities.
1/31/202218 minutes, 23 seconds
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Preparing for FDICIA ICFR Implementation and Audit Evidence

Welcome 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.
1/26/202228 minutes, 25 seconds
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Program effectiveness, resource allocation, and risk assessment

Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, BerryDunn healthcare consultants Regina Alexander and Susan Prior discuss the importance of resource allocation and risk assessment, and what it means to overall healthcare compliance program effectiveness for organizations of all sizes.
1/13/202220 minutes, 35 seconds
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Zero Trust Architecture: Considerations for Higher Ed IT Leaders

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this episode, host Joe Traino, a Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Tyler Bartlett, a security consultant at BerryDunn. Tyler shares insights on zero trust architecture, considerations for leaders, and the benefits of implementing this framework.
11/21/202119 minutes, 57 seconds
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University Library Technology: Future Trends and Growth Opportunities

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 11, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Dr. Lucy Holman, Associate Provost for Teaching, Learning & Library Services and Dean of the Library at the University of North Carolina, Wilmington (UNCW). Dr. Holman will share some of the exciting initiatives in the library services space at UNCW and what she sees as future trends and growth opportunities.
9/28/202135 minutes, 26 seconds
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Medicaid and Children’s Insurance Program (CHIP) Managed Care Monitoring and Oversight Tools

Welcome to the Medicaid Insights podcast where we cover timely and relevant updates related to Medicaid trends, systems, and policy considerations. In this episode, members from BerryDunn’s Medicaid Practice Group, Peter Alfrey and Sarah Ratliff, review guidance from a recent Center for Medicaid and CHIP Services Informational Bulletin on a series of tools for states and the Centers for Medicare & Medicaid Services (CMS) to help improve the monitoring and oversight of Medicaid and CHIP managed care programs.
7/27/20218 minutes, 46 seconds
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Organization development: Shortcuts for states to consider

Welcome to the Medicaid Insights podcast where we cover timely and relevant updates related to Medicaid trends, systems, and policy considerations. In this episode, members of BerryDunn's Medicaid Practice Group, Nicolle Field, Vicki Handy, and Chris Davis, formerly with BerryDunn, discuss organization development shortcuts for states to consider.
7/16/202118 minutes, 16 seconds
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FDICIA ICFR: Understanding the COSO Framework and How to Prepare

Welcome 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.
7/15/202119 minutes, 13 seconds
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Organization development: Preparing for Medicaid Enterprise Systems (MES) modernization

Welcome to the Medicaid Insights podcast where we cover timely and relevant updates related to Medicaid trends, systems, and policy considerations. In this episode, members of BerryDunn's Medicaid Practice Area, Nicolle Field, Vicki Handy, and Chris Davis, formerly with BerryDunn, discuss Medicaid enterprise modernization and considerations related to organization development.
5/25/202116 minutes, 39 seconds
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IT Centralization Considerations and Perspectives on Higher Ed Organizational Transformation

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 10, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Dr. Mike Carlin, Vice Chancellor of IT and CIO at the University of North Carolina at Charlotte. Dr. Carlin describes the university’s OneIT project and shares his perspectives on implementing an organizational transformation during the pandemic. He shares experiences and valuable lessons learned for institutions considering an organizational change.
5/14/202125 minutes, 48 seconds
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Resumption of normal operations: PHE considerations for states

Welcome to the Medicaid Insights podcast where we cover timely and relevant updates related to Medicaid trends, systems, and policy considerations. In this episode, members of BerryDunn's Medicaid Practice Area, Ethan Wiley, Peter Alfrey, and Rachel Moss Capper discuss recent guidance from the Centers for Medicare & Medicaid Services (CMS) regarding planning for the resumption of normal state Medicaid, Children’s Health Insurance Program (CHIP), and Basic Health Program operations upon conclusion of the COVID-19 Public Health Emergency.
5/11/202115 minutes, 30 seconds
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IT leadership insights: The role of the Higher Ed CIO

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 9, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Cindy Mitchell, recently retired CIO of Colby College. Cindy reflects on the role of the higher ed CIO, future challenges and opportunities, succession planning, and lessons learned in her 35+ year career.
4/29/202130 minutes, 27 seconds
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Medicaid Enterprise Systems certification: Outcomes and APD considerations

Welcome to the Medicaid Insights podcast where we cover timely and relevant updates related to Medicaid trends, systems, and policy considerations. In this episode, members of BerryDunn's Medicaid Practice Area, Nicolle Field, Dylan Tuttle, and Chris Davis, formerly with BerryDunn, discuss Medicaid Enterprise System certification and Advance Planning Document (APD) considerations.
3/2/202111 minutes, 51 seconds
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Reflections on 2020 and Opportunities for Innovation in Higher Ed IT

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 8, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Thom Davis, Vice President and CFO at California State University Bakersfield and Clint Davies, Principal at BerryDunn. The topic? Innovation and the future of higher ed post-pandemic. We will reflect on the lessons learned from 2020, and focus on what challenges we see going forward, opportunities for innovation and anticipated changes.
3/1/202130 minutes, 51 seconds
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IT Leadership and Development in Higher Ed

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 7, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Orlando Leon, Vice President of IT at Fresno State. The topic? Leadership and developing people. In light of the challenges facing higher education this year, there has been significant pivoting required and greater demand placed on IT organizations. We will share insights on what tools Orlando uses for strengthening leadership skills and developing staff across his organization.
2/1/202142 minutes, 22 seconds
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Outcomes-Based Certification scalability and project outcomes

Welcome to the Medicaid Insights podcast where we cover timely and relevant updates related to Medicaid trends, systems, and policy considerations. In this episode, our co-hosts Nicolle Field, Senior Manager in BerryDunn’s Medicaid Practice Area, and Chris Davis, 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.
1/25/20218 minutes, 55 seconds
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Higher Ed IT: Supporting Stakeholder Needs

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 6, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Loren Moench, Director of IT at Western Nebraska Community College. The topic? Supporting different stakeholder needs across a rural multi-campus college. We will share insights on how Loren and his IT team are successfully accomplishing this and shared lessons learned from the COVID-19 pandemic.
1/4/202131 minutes, 57 seconds
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Employee Well-being and Trends in Higher Education

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 5, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Vienna Morrill, Manager at BerryDunn who is leading its well-being initiatives. The topic? Well-being programs and their importance. In this first episode of a two-part series, we will discuss what well-being means, the importance of it, and the trends in higher education. In the second part of the series, Vienna will return and share insights from well-being conversations with faculty, staff, and students across higher ed. Vienna will share insights that higher ed leaders can consider in developing well-being programs.
12/21/202024 minutes, 1 second
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Higher Ed IT risk management: Minimize the impact of COVID-19

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 4, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Andrea Jaeckel, CFO at Prescott College. The topic? The impact of COVID-19 on an experiential college and risk management considerations for Higher Ed leaders. Joe and Andrea discuss how Andrea led risk management initiatives to manage and minimize the impact of COVID-19 on her college.
12/1/202032 minutes, 45 seconds
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Higher Ed IT applications: The impact of COVID-19 and key operational strategies

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 3, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Chris Richardson, Deputy CIO of Development, Mobility, and Smart Cities at Arizona State University. The topic? Innovative initiatives during COVID-19. Joe and Chris discuss the impact of COVID-19, the key operational strategies, and what actions were taken in preparation for the ASU fall term. Chris also shares thoughts and key considerations looking ahead for leaders, and lessons learned managing IT organizations through these turbulent times.
10/24/202029 minutes, 42 seconds
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Top Three Things Higher Ed IT Leaders Should Consider in a Virtual Environment

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In episode 2, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Mark Addy, Director of Platform Services at the University of Maryland. The topic? The changing landscape of IT workers in Higher Education and how a virtual work environment has changed the game. Joe and Mark will explore the top three things IT leaders should do in supporting a productive virtual work environment.
9/30/202029 minutes, 23 seconds
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Medicaid Certification Considerations: A Discussion About Outcomes-Based Certification

Welcome to the Medicaid Insights podcast where we cover timely and relevant updates related to Medicaid trends, systems, and policy considerations. In this first episode, our co-hosts Nicolle Field, Senior Manager in BerryDunn’s Medicaid Practice Area, and Chris Davis, formerly with BerryDunn, discuss Medicaid Enterprise System Certification and considerations related to the outcomes-based certification efforts some states are participating in.
9/13/20209 minutes, 41 seconds
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Change Management and Key Implementation Considerations for Higher Ed Leaders

Welcome to the Higher Ed Huddle, a podcast focused on relevant topics in Higher Ed today. In this first episode, host Joe Traino, Senior Manager in BerryDunn’s Higher Education Management and IT consulting practice, speaks to Jerry Waldron, CIO at University of Maryland Eastern Shore. The topic? The importance of change management and key implementation considerations for leaders at their institutions.
9/11/202030 minutes, 48 seconds