Advertise on podcast: BerryDunn Podcasts

In the latest episode of In the Know, hosts David Stone and Susan Weber are joined by BerryDunn Partner Rob Smalley and Principal Kristen Perry for the first in a series on financial institution mergers and acquisitions. The discussion highlights why institutions should involve accounting, tax, credit, and operations early to reduce surprises and better manage the deal. Tune in for key guidance on: - Navigating purchase accounting, valuation, goodwill, and capital impacts - Understanding how fair value marks can create deferred tax assets and liabilities - Evaluating credit marks and allowance for credit losses considerations - Planning for loan coding, system integration, and day-two reporting impacts - Identifying tax due diligence risks, including nexus, payroll tax, and tax credit exposure

In this episode of In the Know, hosts David Stone and Susan Weber are joined by BerryDunn Senior Manager Leah Clair and Principal Kaylyn Landry, who recently participated in a panel at the FMS Forum in New Orleans on mutual holding company structures and why they may be a valuable strategic option for community banks. Highlights of the discussion: How mutual holding company structures can help community banks while preserving local focus Strategic benefits such as flexibility, shared services, operational efficiency, and more Importance of clear goals, communication, education, and board alignment Audit and reporting considerations Join us for this insightful discussion on the Mutual Matters initiative.

In this episode of Fresh Perspectives in Social Work, we explore how states and organizations can use Rural Health Transformation Program funds to drive long-term sustainability. Rural health strategy expert Zil Joyce Dixon Romero, Senior State Government Affairs Manager at the National Rural Health Association (NRHA), shares practical insights into the barriers states face, proven strategies for sustaining impact, and how to navigate evolving policy environments. You’ll hear perspectives on maximizing funding, building creative partnerships, and aligning strategy with shifting federal and state priorities, including real-world considerations for implementation success. Whether you’re a state official, healthcare administrator, or community partner, this episode offers actionable guidance to help you sustain funding impact, navigate policy shifts, and strengthen rural health systems. Highlights: Strategies to extend the impact of Rural Health Transformation Program funding Common barriers to sustainability—and how to overcome them The role of partnerships and policy alignment in long-term success Subscribe to Fresh Perspectives in Social Work for more episodes like this, and visit berrydunn.com to explore how we support sustainable health initiatives.

In this episode of In the Know, hosts David Stone and Susan Weber are joined by BerryDunn Senior Accountant Hudson Delisle, who shares insights from the FDIC's Q4 banking profile. - Additional highlights: - ASU update on income tax disclosures for public entities - Stablecoins and the GENIUS Act - Basel III Endgame, a capital neutral re-proposal of Basel III - An uptick in mergers and acquisitions - AI shopping agents able to make payments Tune in for practical guidance on the latest impacts to financial institutions.

Join hosts David Stone and Susan Weber, along with special guest Clare Lizotte, as they take a deep dive into AI integration best practices for financial institutions. In the final installment of this three-part series, BerryDunn’s experts share insights on: Leveraging third-party tools Defining AI oversight and governance Using effective communication during AI implementation Fostering an organizational culture that embraces AI and empowers employees

Join host David Stone and a panel of BerryDunn experts for insightful conversations on human capital and its lifecycle—from onboarding to engagement—and what directors and board members need to consider to effectively support their organization’s workforce. Tune in for strategies on: Employee engagement Continuous learning Effective onboarding Succession planning Employee well-being This episode offers boards practical insights to strengthen organizational culture and ensure compliance.

Join hosts David Stone and Susan Weber, along with special guest Clare Lizotte, as they take a deep dive into AI integration best practices for financial institutions. In part two of this three-part series, BerryDunn’s experts share insights on: Addressing ethical concerns with AI Determining your organization's risk-tolerance threshold Establishing human fail-safe mechanisms Preparing data for AI integration Incorporating AI into legacy banking systems Employing robust quality control and quality assurance Determining ROI goals

Join hosts David Stone and Susan Weber, along with special guest Clare Lizotte, as they take a deep dive into AI integration best practices for financial institutions. In part one of this three-part series, BerryDunn’s experts share insights on: Aligning AI initiatives with overall business strategy and long-term goals Factoring in change management and focusing on data readiness Managing risks such as bias, explainability, and regulatory compliance Calculating risks and developing internal controls for AI use

Join host Kristen Perry with guest Ryan King as they recap the Bank & Capital Markets Tax Institute (BTI) 2025 conference—where industry leaders, tax experts, and banking professionals gathered to tackle the year’s most pressing challenges. This special episode of In the Know covers everything from the latest federal tax legislation and regulatory updates to the transformative power of Generative AI in tax compliance, delivering actionable insights and expert perspectives. Tune in for highlights on: 1. Major tax developments and policy shifts impacting banks in 2025 2. The evolving M&A landscape and practical tax planning strategies 3. Community bank updates, including highlights from the One Big Beautiful Bill Act of 2025. 4. The future of tax technology—Generative AI, machine learning, and more 5. Keynotes on why great people drive banking success and how to navigate the changing regulatory environment Whether you’re a tax professional, banker, or just curious about the future of finance, this episode will help you stay ahead of the curve.

Welcome to the Financial Institution Insights podcast. In this episode, we share insights from the FDIC's Q2 banking profile, new FASB guidance changing how internal use software costs are capitalized, recession risks, OBBBA tax law impacts, the FDIC proposal to increase regulatory thresholds, and the GENIUS Act’s stablecoin framework, highlighting regulatory shifts and industry adaptation. Join hosts, David Stone and Susan Weber, for this latest episode of In the Know!

Welcome to the Financial Institution Insights podcast. In this In the Spotlight series, hosts Susan Weber and Brooke Wells interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Ryan King, a Manager in BerryDunn’s Tax Practice Group. We discuss his lifelong love of statistics and numbers, his early banking experience, and his passion for helping clients gain a more thorough understanding of the tax process throughout the year. Join us as we discuss Ryan's journey from playing hockey to doing taxes!

In this episode of Fresh Perspectives in Social Work, Lisa Roberts, Manager in BerryDunn’s State Government Practice Group sits down with Cammie Chapman, Special Counsel with Brown & Peisch and the former Deputy Secretary of West Virginia’s Department of Human Services, to explore how developing and implementing a robust quality assurance program can support the legal defense in class action lawsuits involving the American with Disabilities Act (ADA). You’ll hear insights on the importance of quality assurance overall, as well as a deeper dive into how states can use a continuous quality improvement process to positively benefit the children, youth, and families they serve. Whether you're a social worker, state government leader, or compliance officer, this episode offers practical tips that will benefit your staff and the communities you serve.

Welcome to the Financial Institution Insights podcast. Provisions in the recently passed OBBBA have various implications for banks and their customers. With new tax credits and the extension of those existing rules set to expire, banks need to look at the opportunities and risks for their institutions, their customers, and their employees. Join our hosts, Susan Weber and David Stone as they welcome BerryDunn’s tax expert, Jeffrey Ring, for an overview of key considerations today, and in the future.

Welcome to Nonprofit Insights, a podcast focused on tax, auditing, accounting, and other topics in the nonprofit world. In these uncertain times, it’s more important than ever for nonprofits to have a comprehensive picture of where mission-critical funding is coming from, and what is at risk. As changes are taking place at the national, state, and municipal levels, senior managers and Boards of Directors need to be able to identify risks and plan realistically and proactively for the future. In this episode, our nonprofit experts, Katy Balukas, Chris Ellingwood, Ryan Gough, and Emily Parker, discuss BerryDunn’s newly created eBook and workbook that helps nonprofits do the preplanning necessary to manage the risks associated with uncertain funding. With step-by-step guidance, assessment tools, and strategic insights, this self-assessment is easy to navigate and provides dashboards allowing you to identify your organization’s high, medium, and low risk programs.

Welcome to Nonprofit Insights, a podcast focused on tax, auditing, accounting, and other topics in the nonprofit world. In this episode, Joe Byrne, Melissa Magoon, and Emily Parker tackle some of the most common tax and finance questions we hear from organizations like yours. Do you need to report that money as Unrelated Business Income (UBI)? Which vendors require a Form 1099? What should you do if your finance person suddenly leaves? Our seasoned experts break it all down and share practical insights to help you stay compliant and confident.