PODCAST · technology
BerryDunn Podcasts
by BerryDunn
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.
Episodes
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In the Know: Merger & acquisition accounting and tax risks
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,...
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In the Know: FMS Forum Mutual Matters panel recap
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…
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Rural Health Transformation Program Funds: Finding sustainability
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...
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In the Know: Fourth Quarter 2025 Updates
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…
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In the Know: AI integration best practices - part 3
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…
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In the Know: Core HR principles for boards of directors
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...
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In the Know: AI integration best practices - part 2
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…
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In the Know: AI integration best practices - part 1
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...
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In the Know: Insights from BTI 2025
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…
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In the Know: Q2 2025 Trends and shifting regulations
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…
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In the Spotlight: A true calling with Ryan King
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...
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The Role of a Quality Assurance Program in Class Action Legal Defense
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...
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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...
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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...
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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…
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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...
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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...
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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...
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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...
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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...
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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…
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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...
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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...
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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...
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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...
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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…
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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...
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The Evolving Landscape of EHR, AI, and its impact on Patient Experience
In this episode of Health Technology Insights, host Dan Vogt sits down with Holly McCormack, President and CEO of Cottage Hospital, to discuss the evolving landscape of Electronic Health Records (EHR), the role of technology in enhancing the patient experience, and the exciting future of AI and...
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Putting Policies and Procedures in Place: Your Form 990 and More
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 review the various written policies NFPs need to have in place for 990 compliance and more. Our experts discuss the...
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In the Know: How Natural Disasters Impact CECL Calculations, Portfolio Loss Expectations, and More
Welcome to the Financial Institution Insights podcast. In the wake of the devastating California wildfires and other natural disasters, financial institutions need to understand how these events impact portfolio loss expectations and how to reflect those in CECL calculations and reserves. In this...
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In the Know: FDIC Second Quarter 2024 Banking Profile
Welcome to the Financial Institution Insights podcast. In this episode of In the Know, David Stone and Susan Weber discuss statistics from the FDIC Second Quarter 2024 Banking Profile.
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Maintaining Readiness for CMS PBJ Audits
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 provide perspective on CMS PBJ audits.
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In the Spotlight: Hot Chicken and CECL Model Validation with Brooke Wells
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 Brooke Wells to…
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Understanding Unrelated Business Income
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 explains UBI tax and what you need to know as your organization considers new...
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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...
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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...
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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...
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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…
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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...
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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...
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Complying with 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...
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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...
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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…
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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 Renee Bishop, BerryDunn’s former Chief Operating Officer of Assurance, Tax and…
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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...
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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…
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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 (formerly of BerryDunn) continues her discussion with Dr. Elizabeth Wynter. They discuss transforming the child welfare system to become more youth-centered...
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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, Joe Traino, of BerryDunn, and Brian Hadley continue to explore AI. They are joined by BerryDunn colleague Tucker Cutter, who focuses on IT strategic planning and organizational design for...
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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…
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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 (formerly of BerryDunn) is joined by Dr. Elizabeth Wynter, who has dedicated to reforming child welfare policies and practices and tirelessly advocating for change. They...
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ABOUT THIS SHOW
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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BerryDunn
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Frequently Asked Questions
How many episodes does BerryDunn Podcasts have?
BerryDunn Podcasts currently has 184 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is BerryDunn Podcasts 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...
How often does BerryDunn Podcasts release new episodes?
BerryDunn Podcasts publishes regularly with 184 episodes available. Check the episode list for the typical release schedule.
Where can I listen to BerryDunn Podcasts?
You can listen to BerryDunn Podcasts on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts BerryDunn Podcasts?
BerryDunn Podcasts is created and hosted by BerryDunn.
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