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On the show
From 10 epsHosts
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Recent episodes
Rural Health Transformation Program Funds: Finding sustainability
May 13, 2026
45m 00s
In the Know: Fourth Quarter 2025 Updates
Apr 9, 2026
25m 52s
In the Know: AI integration best practices - part 3
Feb 16, 2026
11m 49s
In the Know: Core HR principles for boards of directors
Feb 9, 2026
51m 25s
In the Know: AI integration best practices - part 2
Jan 12, 2026
17m 09s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/13/26 | ![]() Rural Health Transformation Program Funds: Finding sustainability✨ | Rural Health Transformation Programsustainability+3 | Zil Joyce Dixon Romero | National Rural Health AssociationBerryDunn | — | Rural Healthsustainability+5 | — | 45m 00s | |
| 4/9/26 | ![]() In the Know: Fourth Quarter 2025 Updates✨ | banking updatesincome tax disclosures+3 | Hudson Delisle | FDICBasel III+1 | — | FDICbanking profile+5 | — | 25m 52s | |
| 2/16/26 | ![]() In the Know: AI integration best practices - part 3✨ | AI integrationfinancial institutions+3 | Clare Lizotte | BerryDunn | — | AIintegration+5 | — | 11m 49s | |
| 2/9/26 | ![]() In the Know: Core HR principles for boards of directors✨ | human capitalemployee engagement+4 | — | BerryDunn | — | HR principlesemployee engagement+3 | — | 51m 25s | |
| 1/12/26 | ![]() In the Know: AI integration best practices - part 2✨ | AI integrationfinancial institutions+5 | Clare Lizotte | BerryDunn | — | AI integrationfinancial institutions+5 | — | 17m 09s | |
| 1/12/26 | ![]() In the Know: AI integration best practices - part 1✨ | AI integrationfinancial institutions+4 | Clare Lizotte | BerryDunn | — | AI integrationfinancial institutions+6 | — | 18m 46s | |
| 12/3/25 | ![]() In the Know: Insights from BTI 2025✨ | tax legislationbanking+4 | Ryan King | Bank & Capital Markets Tax InstituteOne Big Beautiful Bill Act of 2025+1 | — | taxbanking+5 | — | 22m 42s | |
| 10/16/25 | ![]() In the Know: Q2 2025 Trends and shifting regulations✨ | banking profileregulatory changes+4 | — | FDICFASB+2 | — | FDICFASB+5 | — | 19m 04s | |
| 10/14/25 | ![]() In the Spotlight: A true calling with Ryan King✨ | tax processstatistics+4 | Ryan King | BerryDunnBerryDunn’s Tax Practice Group | — | taxstatistics+4 | — | 7m 47s | |
| 9/11/25 | ![]() The Role of a Quality Assurance Program in Class Action Legal Defense✨ | Quality AssuranceClass Action Lawsuits+4 | Cammie Chapman | BerryDunnBrown & Peisch+2 | — | Quality AssuranceClass Action+5 | — | 20m 46s | |
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| 7/25/25 | ![]() In the Know: OBBBA Provisions: the impact on banks & their customers | 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. | — | ||||||
| 6/2/25 | ![]() Nonprofit Insights: BerryDunn's Risk Assessment Tool Helps NFP’s Prepare for Potential Funding Changes | 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. | — | ||||||
| 4/18/25 | ![]() Your Questions Answered: FAQs from our Nonprofit Community | 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. | — | ||||||
| 4/17/25 | ![]() In the Know: Fourth Quarter 2024 Trends, Updates, & Key Regulations | As we like to say, there’s never a dull moment in banking! With Q4 behind us, the latest data is in, and we’re diving deep into the insights you need to know. In this episode of In the Know, BerryDunn’s experts David Stone and Susan Weber break down key takeaways from the 4th Quarter Banking Profile, explore upcoming and recently issued accounting pronouncements, and discuss potential upcoming regulations shaping the financial industry. Stay ahead of the curve and learn how to navigate the fast-evolving banking landscape. | — | ||||||
| 3/31/25 | ![]() Now It’s Time to Think about Time-based Billing for BH Encounters | Now It’s Time to Think about Time-based Billing for BH Encounters Welcome to the Healthcare Compliance Insights podcast, a series focused on healthcare regulatory, revenue integrity, compliance, and risk management topics. In this episode, BerryDunn experts Robyn Hoffmann, Natalie Laaman, and the newest member of the team, Heather Bertolami, discuss helpful tips of interest to behavioral health providers in office-based settings, FQHCs, FQHCLAs, rural health care settings, certified community behavioral health clinics, ambulatory behavioral health, and hospital outpatient settings. You’ll hear a quick overview of issues auditors might focus on, degree-based billing modifiers, which billing codes are time-based, timeliness requirements, documentation best practices, and our experts’ top takeaways for accurate and compliant billing. | — | ||||||
| 3/4/25 | ![]() Building a Culture of Continuous Improvement - Part 2 | Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners. In the second part of our discussion on Continuous Quality Improvement (CQI), we dive even deeper into how to effectively implement and sustain CQI practices within organizations. We’ll explore advanced strategies, share real-life examples, and highlight key tools for ensuring lasting, positive change in the lives of children, youth, and families. This episode builds on the foundations laid in Part 1 and offers insights for those looking to take their CQI efforts to the next level. Tune in for expert advice on overcoming obstacles, fostering collaboration, and driving impactful outcomes in social work practice. | — | ||||||
| 2/24/25 | ![]() Higher Ed Q&A with the industry’s best | In this episode, we sit down with Alton Austin and Joe Traino (formerly with BerryDunn), two renowned experts in the field of higher education, to dive deep into the complex landscape of leadership within academic institutions. We explore a range of pressing questions about what makes a great leader in higher education. | — | ||||||
| 2/24/25 | ![]() In the Spotlight: Business Planning with Grace Little | 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 Grace Little, a Senior in the Financial Services Practice Group who specializes in business plan action focusing on financial services and employee benefits. Grace shares how a love of math led her to accounting and how she supports the professional growth of her colleagues at BerryDunn. | — | ||||||
| 2/17/25 | ![]() In the Spotlight: Smooth Audits with Erin Mauss | 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 Erin Mauss, an Accounting Assistant in our Financial Services Practice Group who supports our accounting work and ensures a smooth audit process for our clients. Erin shares what she loves about her work at BerryDunn and the exciting and impressive running and hiking adventures that fill her downtime. | — | ||||||
| 2/17/25 | ![]() In the Spotlight: Onboarding Audit Interns with Conner Furtado | 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 Conner Furtado, a Senior in our Financial Services Practice Group. Conner talks about his audit work with banks and credit unions of all sizes, trust companies, as well as employee benefit plans and pensions. He also shares his work as an onboarding partner, where he supports interns as part of the robust intern program at BerryDunn. | — | ||||||
| 2/17/25 | ![]() In the Spotlight: Building Relationships and Earning Trust with Kerry Winfrey | 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 Kerry Winfrey, a Staff Accountant in our Financial Services Practice Group who supports our audit engagements with banks, credit unions, and broker dealers. Kerry also serves as an onboarding partner at BerryDunn, helping new employees feel welcome and supported. Kerry shares what he loves about his work at BerryDunn and the work he does mentoring and coaching youth in his community. | — | ||||||
| 2/10/25 | ![]() In the Know: All Things Tax: Insights on Potential Tax Changes for Banks | Welcome to the Financial Institution Insights podcast. The new administration and Congress are taking shape, and there may be upcoming implications for banks and their larger customers as the tax code is addressed. In this special episode of In the Know, BerryDunn’s tax experts Kristen Perry and Rashon Edgerton join Susan Weber to review the insights shared at the 2024 Bank Tax Institute conference that took place the day after the election, what changes experts think may be coming, and how financial institutions can start to prepare for any potential shifts. It looks like a busy summer ahead for Congress and BerryDunn can help you be prepared. | — | ||||||
| 2/10/25 | ![]() In the Spotlight: From Athlete to Audits with Rashon Edgerton | 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 Rashon Edgerton, a Tax Manager in the Financial Services Practice Group. Rashon wears many hats, preparing and reviewing federal and state tax returns for financial institutions, multijurisdictional consolidated returns for the Manufacturing and Technology Practice, and tax provisions under ASC740. He has drawn upon the discipline and competitiveness of his athletic background to drive his professional success at BerryDunn. | — | ||||||
| 2/7/25 | ![]() Building a Culture of Continuous Improvement - Part 1 | Welcome to BerryDunn’s podcast series for social workers and child welfare practitioners. In this episode, we discuss the lessons learned from the implementation of Continuous Quality Improvement (CQI) in social work. Join us as we explore how CQI practices can drive meaningful change in the lives of children, youth, and families. We’ll discuss the critical components of building a culture of improvement, how to overcome challenges in the process, and the ways you can foster an environment that prioritizes growth, reflection, and effective outcomes. | — | ||||||
| 2/6/25 | ![]() Chronic Care Management: Are You Audit Ready? | In this episode, BerryDunn experts Robyn Hoffmann, Natalie Laaman, and Olga Gross-Balzano discuss Chronic Care Management (CCM) services in Medicare and what your organization needs to be audit-ready. You’ll hear a quick overview of Medicare practice requirements with detail on who can provide Chronic Care Management, how to oversee contractor’s deliverables, whether CCMs can be provided by a contractor who is outside of the United States, how to handle new patients (or those not seen in a year or more,) and how to prepare and respond to a post-payment audit. | — | ||||||
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