Season 1
Season 1
S1:E25 - Leadership Succession Planning Tips
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  • S1:E25 - Leadership Succession Planning Tips

    S1:E25 - Leadership Succession Planning Tips

    Sep 29, 2020 •

    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…

  • S1:E24 - Secrets to a Successful Single Audit

    S1:E24 - Secrets to a Successful Single Audit

    Aug 31, 2020 •

    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…

  • S1:E23 - Construction Cost Avoidance & Recovery

    S1:E23 - Construction Cost Avoidance & Recovery

    Aug 14, 2020 •

    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…

  • S1:E22 - COVID-19 | Governmental Fund Relief Part 4

    S1:E22 - COVID-19 | Governmental Fund Relief Part 4

    Jul 30, 2020 •

    Ensuring your government entity is taking the right steps to stay afloat during the aftermath of the COVID-19 pandemic can be very difficult. Join us for Part 4 as CRI Partners Robert Lemmon, Ray Roberts, Becky Hammond, and David Alvarez answer some of our clients most frequently asked questions regarding…

  • S1:E21 - Protected Cell Captive Insurance 101

    S1:E21 - Protected Cell Captive Insurance 101

    Jul 24, 2020 •

    If you’re a captive manager, CFO, insurance broker, controller, or in risk management then you may have heard about protected cell captive insurance companies. But what exactly are they? On this episode of “It Figures,” CRI Partners Scott Bailey and Steven Lorady introduce the concept of protected cell captive entities,…

  • S1:E20 - All About Risk Retention Groups

    S1:E20 - All About Risk Retention Groups

    Jul 2, 2020 •

    Are you considering a risk retention group (RRG) as a way to transfer risk beyond that of traditional insurance coverage? Join CRI’s experienced insurance partners Scott Bailey and Steven Lorady as they dive into the nuances surrounding RRGs from a regulatory perspective, including audit and NAIC reporting requirements, what coverages RRGs can…

  • S1:E19 - Full-Spectrum Client Accounting Outsourcing Services

    S1:E19 - Full-Spectrum Client Accounting Outsourcing Services

    Jun 15, 2020 •

    Monumental changes are taking place in accounting and bookkeeping services these days, and automation is drastically changing the way the industry approaches these time-honored processes. But don’t go ditching your accountant just yet! In this episode of It Figures, CRI Partners Deanna Dibin and Martin Copeland discuss how even with…

  • S1:E18 - COVID-19 | Governmental Fund Relief Part 3

    S1:E18 - COVID-19 | Governmental Fund Relief Part 3

    Jun 9, 2020 •

    Ensuring your government entity is taking the right steps to stay afloat during the aftermath of the COVID-19 pandemic can be very difficult. Join us for Part 3 as CRI Partners Robert Lemmon, Ray Roberts, Jason Harpe, and David Alvarez answer some of our clients most frequently asked questions regarding government…

  • S1:E17 - COVID-19 | Governmental Questions Part 4

    S1:E17 - COVID-19 | Governmental Questions Part 4

    Jun 3, 2020 •

    Is your government entity prepared for what is yet to come of the COVID-19 impact? Do you have questions about the steps you may need to take once the smoke clears? Join us as CRI Partners Robert Lemmon, Ray Roberts, Jason Harpe, and David Alvarez answer some of our clients most…

  • S1:E16 - When You Suspect Fraud: The Story of the Million Dollar Fajita Fraud

    S1:E16 - When You Suspect Fraud: The Story of the Million Dollar Fajita Fraud

    May 27, 2020 •

    What do I do if I suspect fraud is occurring in my organization? Who can help me determine the extent of the fraud? Do I involve law enforcement? These are some of the questions that most business owners will unfortunately and inevitably face at some point. Join CRI Partners Ygnacio…

  • S1:E15 - COVID-19 | Governmental Fund Relief Part 2

    S1:E15 - COVID-19 | Governmental Fund Relief Part 2

    May 15, 2020 •

        Ensuring your government entity is taking the right steps to stay afloat during the COVID-19 pandemic can be very difficult. Join us for Part 2 as CRI Partners Robert Lemmon, Ray Roberts, and Jason Harpe answer some of our clients most frequently asked questions regarding governmental fund relief…

  • S1:E14 - COVID-19 | Governmental Fund Relief Part 1

    S1:E14 - COVID-19 | Governmental Fund Relief Part 1

    May 13, 2020 •

        Ensuring your government entity is taking the right steps to stay afloat during the COVID-19 pandemic can be very difficult. Join us as CRI Partners Robert Lemmon, Ray Roberts, and Jason Harpe answer some of our clients most frequently asked questions regarding government fund relief during the current…

  • S1:E13 - COVID-19 | Governmental Questions Part 3

    S1:E13 - COVID-19 | Governmental Questions Part 3

    Apr 27, 2020 •

    Is your government entity prepared for what is yet to come of COVID-19? Do you have questions about the steps you may need to take once the smoke clears? Join us as CRI Partners Robert Lemmon, Ray Roberts, and Becky Hammond answer some of our clients most frequently asked questions…

  • S1:E12 - COVID-19 | Governmental Questions Part 2

    S1:E12 - COVID-19 | Governmental Questions Part 2

    Apr 24, 2020 •

        Is your government entity prepared for what is yet to come of COVID-19? Do you have questions about the steps you may need to take once the smoke clears? Join us as CRI Partners Robert Lemmon, Ray Roberts, and Becky Hammond answer some of our clients most frequently…

  • S1:E11 - COVID-19 | Considerations for Calculating and Documenting Forgivable PPP Loans

    S1:E11 - COVID-19 | Considerations for Calculating and Documenting Forgivable PPP Loans

    Apr 23, 2020 •

        The Paycheck Protection Program is one of the most highly sought-after relief loan options provided from the federal government to aid small businesses heavily impacted by the economic distress caused by the COVID-19 pandemic. Join CRI Partners Heather Jourdan and Alan Jowers as they dive into the calculations related to the forgivable…

  • S1:E10 - COVID-19 | Governmental Questions Part 1

    S1:E10 - COVID-19 | Governmental Questions Part 1

    Apr 22, 2020 •

        Is your government entity prepared for what is yet to come of COVID-19? Do you have questions about the steps you may need to take once the smoke clears? Join us as CRI Partners Robert Lemmon, Ray Roberts, and Becky Hammond answer some of our clients most frequently…

  • S1:E9 - COVID-19 | Planning to Reopen for Business

    S1:E9 - COVID-19 | Planning to Reopen for Business

    Apr 21, 2020 •

    Is your business ready for the opening of the American economy? How can you fill the gaps left by your competitors who aren’t? Join CRI Partners Steve Riggs and Greg Crabtree as they discuss what they are seeing happen on the ground level with clients and how these clients are…

  • S1:E8 - COVID-19 | Making Sense of Relief Options for Businesses

    S1:E8 - COVID-19 | Making Sense of Relief Options for Businesses

    Apr 17, 2020 •

        COVID-19 has had a profound effect on small businesses in America. To mitigate the detrimental impacts, and to help protect the future of small businesses in our country, the federal government has issued a variety of different relief options. Join us as CRI Tax Partners Christy Cardillo and Ann Marie Sale detail…

  • S1:E7 - COVID-19 | What to Expect from Insurance Companies in Tightening Insurance Markets

    S1:E7 - COVID-19 | What to Expect from Insurance Companies in Tightening Insurance Markets

    Apr 16, 2020 •

    The end of 2019 and the beginning of 2020 saw significant tightening of insurance markets, and the effects of COVID-19 will likely produce further tightening. Join CRI Insurance Partners Scott Bailey and Joe May, and Rebecca Dansereau, as they talk through their thoughts on the current market conditions, what to expect…

  • S1:E6 - COVID-19 | How is Legislative Activity Affecting Business Interruption Coverage?

    S1:E6 - COVID-19 | How is Legislative Activity Affecting Business Interruption Coverage?

    Apr 9, 2020 • 18:40

         In the wake of the COVID-19 outbreak, inquiries and lawsuits surrounding Business Interruption coverages are off to a fast start. Join CRI Insurance Partners Steve Williams and Scott Bailey as they explore the actions that state and local governments are taking as a result of this activity and…

  • S1:E5 - COVID-19 | Current Expected Credit Losses (CECL) Revisited... Again

    S1:E5 - COVID-19 | Current Expected Credit Losses (CECL) Revisited... Again

    Apr 8, 2020 • 13:46

       The COVID-19 outbreak has disrupted just about every aspect of life and business, and CECL compliance is no different. Join CRI Financial Institutions Partners Doug Mims and Chris Cain as they dive into the different developments impacting CECL for banks currently facing compliance for the first quarter of 2020. They will…

  • S1:E4 - COVID-19 | Considerations for Financial Institution Internal Auditors

    S1:E4 - COVID-19 | Considerations for Financial Institution Internal Auditors

    Apr 7, 2020 • 26.12

       What key factors should financial institutions internal auditors be considering amid the COVID-19 outbreak? Join us as CRI Financial Institutions Partners Doug Mims and Rob Demonbreun break down audit universe, risk assessment, remote audits, auditee disruption, and other audit concerns unique to the current operating environment.   Intro: From…

  • S1:E3 – Health Care Reimbursement Changes: Impacts on the Long-Term Care Industry

    S1:E3 – Health Care Reimbursement Changes: Impacts on the Long-Term Care Industry

    Feb 18, 2020 • 10:48

    How does the new skilled nursing facility patient driven payment model (PDPM) affect the long-term outlook for nursing homes, especially when considering the aging of the Baby Boomer generation? This new reimbursement model plays a critical role in managing a skilled nursing facility, and can often make owners and administrators…

  • S1:E2 – South Dakota vs. Wayfair, Inc.: What’s the Latest?

    S1:E2 – South Dakota vs. Wayfair, Inc.: What’s the Latest?

    Feb 18, 2020 • 14:37

    State and local tax laws got shaken up in 2018 when the Supreme Court ruled that states may charge taxes on purchases from out-of-state sellers, even if the seller does not maintain a physical presence in the taxing state. This legislation completely reshaped the environment for determining a remote seller’s…

  • S1:E1 - Banking the Green: Navigating Cannabis Banking Challenges

    S1:E1 - Banking the Green: Navigating Cannabis Banking Challenges

    Feb 10, 2020 • 17:02.108

    One of the hottest topics in the world of financial services is banking in the cannabis industry. With such drastic variations between state and federal laws and limited guidance from the federal government on banking cannabis-related entities, financial institutions are left to determine what their involvement will be and how…

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