Around Town
Business RadioX Podcast
CRI Partner Jeff Hawkins was a recent guest on the Business RadioX Podcast where he discussed the environment for selling middle market businesses and the mergers & acquisitions environment generally. Jeff, and host John Ray, covered the pandemic’s effect on M&A activity in the last two years, including the wave of sales at year end 2021. Jeff also discussed the due diligence process a seller will encounter, a Quality of Earnings Report, the role of audited financials, and much more.
Cutting Edge Conversations on Charitable Giving
CRI Partner Ryan Hayden spoke on behalf of CRI at the Morton Plant Mease Health Care Foundation's panel for charitable giving. This presentation specifically focused on charitable giving from the perspective of local leaders practicing in wealth management and financial planning, law, tax planning and consulting, and charitable development.
GSCPA 2022 Nonprofit Conference
CRI Partners Karen Grosvenor and Aileen Bolger spoke at the GSCPA Nonprofit Conference on May 17, 2022. This discussion, titled "Not-for-Profits in a Post-Pandemic World, encompassed the changes that have permanently impacted programming, fundraising, and the workforce.
Chamber Lunch & Learn – Banking and Accounting Updates
CRI Partner Rhonda Williams presented at the Taos Chamber Lunch & Learn regarding the Employee Retention Tax Credit and updates to the New Mexico Gross Receipts Tax legislation.
Chamber Lunch & Learn
CRI Partner Frank Mason spoke at the Greater Gainesville Chamber Lunch & Learn meeting. Frank discussed CRI Advanced Analytics and presented an overview of CRI and our services.
Florida Cannabis Law Seminar
CRI Partner Scott Bailey spoke to the University of Florida School of Law on March 19, 2022, regarding the finance and banking implications for cannabis businesses.
J.P. Morgan 2022 Mergers and Acquisitions
CRI Partner Jeff Hawkins presented at the J.P. Morgan 2022 Mergers and Acquisitions: Trends, Challenges, and Opportunities webinar on March 16, 2022. This one-hour presentation focused on the aforementioned facets of M&A from a macro perspective.
Florida Housing Coalition – ERASE Webinar
CRI Partner April Shuping recently presented during the sixth edition of the ERASE webinar series hosted by the Florida Housing Coalition. This presentation, aimed at the successful implementation of Alachua County ERAP programs, discussed some of the challenges faced, lessons learned, and the partnerships within the program itself.
Greater Gainesville Chamber: Lunch & Learn – Creating Optimism: The Power of Resilience
Frank Mason, a CRI Partner in our Northeast Florida office group, recently spoke to the Greater Gainesville Chamber of Commerce. Frank discussed CRI's tax service line and the importance of using a CRI tax professional given the many changes in tax laws.
GFOAA 2021 Summer Conference
CRI Partner Andrew Waits spoke at the Government Finance Officers Association of Alabama (GFOAA) 2021 Summer Conference. His session covered an update on the latest GASB guidance.