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It Figures: The CRI Podcast
25 minutes | Sep 30, 2021
S2:E17 - Bears, Beets, Governmental Accounting.
Whether you're managing a governmental accounting team or a Pennsylvania-based mid-size paper company, you'll benefit from this episode of It Figures: The CRI Podcast. Tune in as CRI Partners Rob Lemmon, Ray Roberts, and April Shuping illustrate their personal experiences in the industry, recount government-specific junctures, and divulge some of their secrets to managerial success.
18 minutes | Sep 16, 2021
S2:E16 - Just You, Me, & the ERC.
If you started a new business and began operations after February 15, 2020, you might be eligible for up to $100,000 in tax credits over the third and fourth quarters of 2021. In this episode of It Figures, CRI Partner Mike Scott and Paywerx Senior Tax Manager Randy Matthews consider the newly updated eligibility requirements for the Employee Retention Credit (ERC).
20 minutes | Sep 1, 2021
S2:E15 - Insurance Compliance and Regulatory Examination Process in 2021
On the heels of a tumultuous 2020, the first half of 2021 has proved no less challenging with unique considerations for insurance companies and regulators. In this episode, CRI Partner Scott Bailey and Senior Manager Andrea Harbison will discuss the hot-button issue of Own Risk and Solvency Assessments (ORSA) and the changes to the regulatory examination process resulting from COVID-19.
34 minutes | Aug 19, 2021
S2:E14 - Contractors, Don't Let Fear Drive Your Business Decisions!
Calculating risk and making sound business decisions during times of economic distress can feel like staring at a mirage in the middle of the desert. In this episode, CRI Partners Larry May, Bobbi Hayes, and Robert Coker discuss the dangers of allowing economic fear to drive a contractor's decision-making process. From liquidating investment accounts for fear of market declines to spending money simply to get a tax deduction, don't head towards the mirage.
19 minutes | Jul 29, 2021
S2:E13 - Captives & The IRS: Where are We Now?
The IRS has been monitoring the captive insurance industry with heightened scrutiny for several years. Between major court victories, settlement letters, and a stated focus on 831(b) captives, an active approach has been long established. In this episode of It Figures, join CRI Partners Scott Bailey and Robert Miller as they provide an update regarding the IRS' activity and what to expect from the captive insurance market in the future.
20 minutes | Jul 15, 2021
S2:E12 - Positively Bedeviled with Red Flags: Uncovering & Preventing Fraud in Your Organization
It’s not a question of if your organization will be impacted by fraud, but when. Join us for this episode of It Figures as CRI Partners Ben Kincaid and Jimmy Woodall break down the facts about the costs and frequency of fraud, examples of red flags you may be blind to, and how performing internal audits can lead to more robust internal controls to deter fraud.
27 minutes | Jul 1, 2021
S2:E11 - Ransomware is Not a Joke, Jim.
Ransomware attacks are increasingly present in the daily news cycle, and in the minds of business owners these days. Tune in to this episode of It Figures as CRI partners David Mills, Tyler Mills, and Jon Heath discuss some of the most recent ransomware attacks, common entry points for these attacks, known as "attack vectors", and the types of backup needed to get back in business quickly.
31 minutes | Jun 17, 2021
S2:E10 - Are You Making the Most Out of the Expanded Employee Retention Credit?
Thanks to the American Rescue Plan Act (ARPA), the Employee Retention Credit got a most welcome boost! The ARPA extended timelines and bolstered credit amounts for businesses that either experienced a shutdown due to the pandemic or saw a decline in gross receipts. In this episode of It Figures, CRI Tax Partners Kris Hoffman and Ann Marie Sale are joined by Paywerx Senior Tax Manager Randy Matthews to discuss the newest facets of the ERC, including eligibility requirements, calculating credits, timelines, and the application basics.
34 minutes | Jun 3, 2021
S2:E9 - Conversations that Count: Creating a Culture of Intentional Leadership
As a worldwide pandemic slowly subsides, and workforces return to their offices, the aftermath of inconsistent childcare solutions, socioeconomic distress, and vulnerable individualism still remain at the forefront of our minds. As a manager or leader, it’s crucial to offer empathy and understanding to each of your employees who are dealing with a set of unique circumstances that impact their day-to-day work product. Join CRI Partners Sandi Guy and Max Gin, and Senior Manager Kendra LaFleur as they each break down some of their own experiences leading people with careful intent and empathy, while still encouraging them to bring their best self to work every single day.
25 minutes | Apr 22, 2021
S2:E8 - Overcoming the Challenges of Healthcare Providers
Healthcare providers, listen up. We rounded up three of CRI's finest healthcare accounting professionals to interpret the importance of defending your revenue streams, preparing your payer audit defense, and laying the groundwork for future changes within the healthcare industry.
30 minutes | Apr 8, 2021
S2:E7 - The One With the Christmas Day Bombing: A Data Infrastructure Nightmare
The 2020 Christmas Day bombing in Nashville, Tennessee, caused obvious physical destruction to the city’s bustling downtown area—but what about the trickle-down effect of the physical destruction? Join our Cybersecurity and Data Privacy team for this episode of It Figures as they discuss the ramifications of such an event on infrastructure systems supporting everything from businesses to governments and families to hospital systems and how entities can protect themselves from future risk and outages due to events beyond their control.
21 minutes | Mar 25, 2021
S2:E6 - Controlling Manufacturing Costs
In this episode, we apply real-world techniques to the monitoring and controlling of manufacturing costs. Join CRI Partners Tom Carmichael and Scott Bailey as they unravel everything from the budgeting processes to the most effective purchasing techniques performed by the manufacturing industry's goliaths.
35 minutes | Mar 8, 2021
S2:E5 - Conversations that Count: Empowering Women in Business
In honor of Women’s History Month and International Women’s Day, we are proud to introduce our first “Conversations that Count” episode of It Figures. Join CRI Partner of Human Capital, Sandi Guy, as she facilitates a panel discussion with other women from the firm as they discuss how society has impacted their perceptions of themselves, the challenges and successes they’ve seen in their professional careers, and how at the end of the day the most important thing that women can do for each other is to support one another.
27 minutes | Feb 25, 2021
S2:E4 - Risk Management Hot Topics for Financial Institutions
The continual uncertainty and change we've seen across all areas of business, including financial institutions, calls for in-depth discussion. Join CRI Partners Rob Demonbreun and Chris Cain for this episode of It Figures as they talk about credit risk management, the impacts of PPP loans included in government stimulus packages, Part 363 temporary relief requirements, and much more.
24 minutes | Feb 11, 2021
S2:E3 - Triangulating Success: A CRI & CRI Capital Advisors Client Case Study
Collaborating is often the key to success when owning and running a business—and transitioning to the sell phase of owning a business is no different! In this episode of It Figures, CRI Partner Jen Christensen is joined by CRI Capital Advisors Partners Joel Sikes and Paul Evans as they reflect on one of their most successful sell transactions and an overview of the steps business owners should take to prepare for the sale of their business.
26 minutes | Jan 28, 2021
S2:E2 - Accounting for CARES Act Funding & Single Audit Compliance
In this episode of "It Figures: The CRI Podcast," we outline how governments should recognize revenue from the Coronavirus Relief Fund, as well as the steps they should take to ensure single audit compliance. Join us as CRI Partners Robert Lemmon, Ray Roberts, April Shuping, and Gwen Mansfield-Vogt detail this information and much more.
11 minutes | Jan 14, 2021
S2:E1 - Is FDICIA Still Relevant for Your Institution?
Establishing key controls, maintaining adequate documentation, and understanding the overall complexity of FDICIA (Federal Deposit Insurance Corporation Improvement Act) can help mitigate your institution's risk of noncompliance. In this episode of "It Figures," join CRI Financial Institutions Partners Doug Mims and Chris Cain as they explore the relevancy of FDICIA today and why it is essential to maintaining compliance.
21 minutes | Sep 28, 2020
S1:E25 - Leadership Succession Planning Tips
An organization’s long-term success is dependent upon not only its financial health, but also on how the organization plans and prepares for leadership succession—which is often overlooked. In this episode of “It Figures,” CRI Partners Jose Aponte and Alan Skinner discuss the initial steps to setting up a C-Suite/leadership succession plan, important pitfalls to avoid, considerations when forming your plan, and how often an organization should review and modify its plan.
19 minutes | Aug 31, 2020
S1:E24 - Secrets to a Successful Single Audit
What is a Single Audit? How can my organization help ensure a successful Single Audit? How do we prepare? Join CRI’s very own “Single Audit Empress” partner, Gwen Mansfield-Vogt and CRI New Orleans partner Becky Hammond as they detail the areas crucial to staging a smooth, positive Single Audit, as well as tips and resources to help ready your organization for the process.
14 minutes | Aug 14, 2020
S1:E23 - Construction Cost Avoidance & Recovery
The majority of entities these days are building projects using cost plus delivery methods—if they are not employing a third-party to verify the cost of the project then construction managers are submitting reimbursement records without proper oversight. CRI Partners Matt Incinelli and Rob Broline combine forces in this episode of “It Figures” to detail the basics of construction cost avoidance services, the advantages of having them performed, and who benefits the most from engaging these services.
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