It Figures: The CRI Podcast

It Figures: The CRI Podcast

Created to provide insight into the latest developments and regulations in the accounting and finance space, It Figures: The CRI Podcast is an accounting and advisory focused podcast for business and organization leaders, entrepreneurs, and anyone who is looking to go beyond the status quo. The views expressed on “It Figures: The CRI Podcast,” are those of the presenter and moderator, and do not necessarily reflect the views of Carr, Riggs & Ingram. This podcast is intended for informational and educational purposes only, and is not intended as personal investment, tax, legal accounting advice or as a solicitation or recommendation. This is not investment research. Consult with your CRI advisor or other trusted professional should you have questions regarding your specific situation.

Episodes

April 28, 2022 45 min

Tune in as CRI Capital Advisors' Partners Paul Evans, Joel Sikes, and Brandon Maddox discuss the five stages of selling a business for maximum value. Listeners will learn everything from the discovery of premarket company value to the due diligence and closing processes. The successful sale of a business requires special care and attention to overcome the challenges faced along the way.

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Join CRI Partners Rob Lemmon, Tina Stewart, and A.J. Bowers as they delineate some of the most common mistakes made surrounding the Annual Comprehensive Financial Reports (ACFR). Listeners will also learn the benefits of a properly performed ACFR, updates to the GASB pronouncements, and some top tips for ACFR preparers.

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Southern Grants Forum is the Southeast region’s premier grants training conference. Tune in as CRI Partner Keith Hundley and CRI Brand Manager Lauren Magli discuss the location and schedule of the conference and what to expect when attending. You and fellow grants professionals can learn about the key requirements for managing awards, the latest developments affecting grant-funded organizations, and the future of grants management.

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With compounded unique insight into the evolution of SSAE No. 21, listen in as CRI Partners Jimmy Woodall and Chad Singletary address and interpret the criteria involved with implementing this attestation standard. Get to know the potential impacts your organization may face, evaluate your current information, and prepare for the application of SSAE No. 21.

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February 17, 2022 26 min

Grab the nearest fire extinguisher or a corner to cry in because the IRS is engulfed in more than just flames this tax season. In this episode, CRI Partners Seth Margolies and Michael Carter stop, drop, and roll through a myriad of ongoing IRS nightmares that keep us up at night. You will also learn the steps you can take with your CPA to help speed up the filing process.

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Did you choose tax accounting, or did tax accounting choose you? In this episode, CRI Human Capital Partner Sandi Guy sits down with Tanvi Gandhi, Holly Cefalu, and Seth Margolies to divulge the pros and cons of the daily life of a tax accountant and investigate the continued evolution of their career path.

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What do your name, image, and likeness all have in common? Well, if you're a college athlete, the answer is a new source of cash. Join us for the first episode of Season 3 of It Figures: The CRI Podcast as CRI Partners Rob Lemmon, Adria Deren, Steve Grice, and Michael Maddox discuss one of collegiate sports' most hot button issues, the NIL. This in-depth discussion stresses the importance of financial literacy, debates pote...

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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.

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September 16, 2021 17 min

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).

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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.

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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, d...

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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 th...

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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.

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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.

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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 t...

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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 Partn...

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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.
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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...

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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.

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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 ...

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