Around Town

  • Captive Now
    Scott Bailey

    On September 30, 2025, Scott appeared on the podcast Captive Now, hosted by the North Carolina Captive Insurance Association (NCCIA). He spoke with Ron Adams, immediate past chair of the NCCIA, sharing insights on the captive insurance industry from a CPA’s perspective. The episode targeted captive industry participants, organizations with $30 million or more in revenue, and senior executives, including CFOs and chief risk officers. The podcast is publicly available and offers valuable perspectives for professionals in the insurance sector.

  • CFMA Southeastern Construction Conference 2025
    Jeff Hawkins, Jeff Silver
    On August 21, 2025, CRI’s Jeff Silver and Jeff Hawkins presented at the CFMA Southeastern Construction Conference in Chattanooga. Their session focused on the due diligence process, the importance of a Quality of Earnings report, and how working capital can affect the sale of a business.

  •  2025 Career Development Seminar SOFE
    Francois Houde

    On July 22nd, 2025, CRI Partner Francois Houde facilitated a training session at the Society of Financial Examiners’ (SOFE) annual Career Development Seminar (CDS) in San Diego. "Governance Assessment and Exhibit M" explores the fundamental aspects of governance beyond the insurance industry while connecting the dots to the NAIC Exhibit M. This disccusion is targeted to state insurance departments, insurance regulators, insurance examiners to stay update date on the latest insights within the industry.

  • State of the Profession Panel – FICPA
    April Shuping

    On August 16, 2024, CRI Partner April Shuping participated in a panel discussion at the FICPA SLG Conference, "State of the Profession Panel," delivering insights to local government accountants and auditors. The discussion related to the current state of the accounting profession and new paths to certifications.

  • Internal Audit Workshop Essentials
    Mike McCutchin, Chris Cain

    On August 28, 2024, CRI Partners Mike McCutchin and Chris Cain provided the Alabama Bankers Association with a two-day Think Tank, "Internal Audit Workshop Essentials. " This seminar was tailored to chief risk officers, internal auditors, audit committee members, and the banking industry's internal audit/risk members. It explored topics such as the Risk Assessment Process, Soc Reports Evaluations, ACL/CECL model validation, and more materials on audits.

  • Common ACFR Deficiencies
    Dean Michael Mead, Yvonne M. Clayborne

    On August 16, 2024, CRI Partners Dean Mead and Yvonne Clayborne presented "Common ACFR Deficiencies" to State and local government clients in Orlando, FL. This speaking engagement focused on GFOA's 48-page Certificate of Achievement Checklist. Still, Dean and Yvonne broke down the most common deficiencies in ACFRs and explained how to fix them.

  • Minister Taxation
    Willis Teel

    On September 19, 2024, CRI Partner Willis Teel presented a seminar, "Minister Taxation," to Faulkner University students. This speaking engagement focused on taxation within religious organizations, and the seminar is conducted annually every September at Faulkner University.

  • Delegate to Elevate: Mastering the Art of Work-Life Balance
    Becky Hammond

    On September 27, 2024, CRI Partner Becky Hammond presented "Delegate to Elevate: Mastering the Art of Work-Life Balance" at the LCPA in Baton Rouge, LA. This presentation was tailored for Women in Accounting in Louisiana to gain practical insights that empowered them to excel in their careers while nurturing personal pursuits, making balance achievable and sustainable.

  • Acuarp-Introduction to the Global Internal Audit Standards
    Doug Mims

    On September 30, 2024, CRI Partner Doug Mims provided an external webinar, "Introduction to the Global Internal Audit Standards," to the Association of Credit Union Audit and Risk Professionals. This webinar was tailored to risk officers, internal auditors, and chief financial officers. It explored the 15 principles and the five domains that make up the five domains to provide participants with a foundation for understanding the depth and breadth of the new global internal audit standards.

  • Niceville Chamber of Commerce 2nd Wednesday Breakfast
    James D. Wright

    On January 10th, 2024, CRI Partner James Wright provided a 2023 Tax Update at Niceville Community Center. This presentation was tailored for Niceville Chamber Members and aimed to give the tax law changes that affect individuals and businesses as they enter the new 2023 tax season.

1 2 3 … 12