Around Town

  • From Audit Anxiety to Audit Ready: Automating your Close with modern ERP

    Nathan B. Davis

    Is your year-end close a race against the clock? For many nonprofits, audit preparation is a season of high stress, manual reconciliations, and endless “PBC” (Prepared By Client) lists. But it doesn’t have to be.

    Join Nathan Davis and JMT Consulting on Thursday, May 21, 2026, for a deep dive into transforming your audit from a dreaded annual chore into a streamlined, high-value process. By blending expert audit-readiness strategies with the power of modern ERP technology, we’ll show you how to replace manual effort with automated efficiency—ensuring you are always audit-ready. Learn more about the webinar here.

  • CAPLAW 2026 National Training Conference

    Keith Hundley

    Keith Hundley will present two sessions at the CAPLAW 2026 National Training Conference from June 2–3, 2026.

    Session 1: "Finance & Friends: The Relationship Between Finance and Program Managers" – A lack of understanding between finance and program departments can hinder effectiveness and efficiency and pose potential problems for an organization. This workshop aims to increase understanding between finance and program staff eager to break down barriers and build better bonds that can enhance the work of the CAA.

    Session 2: "It's Coming From Inside the House: Detecting and Deterring Occupational Fraud" – This session will examine occupational fraud in detail to help your CAA implement effective controls to guard against employee and insider fraud. You will learn about recent trends, common schemes, and warning signs. This session will also feature real-world case studies and explain the consequences of occupational fraud. Walk away with actionable insights to better detect, prevent, and respond to internal fraud, helping safeguard your agency from within.

  • Federal Grants Institute

    Keith Hundley

    Keith Hundley will be presenting two 90-minute sessions on April 7, 2026, at the Federal Grants Institute.

    Session 1: 10:15 am to 11:45 a.m. - Implementing Effective Internal Controls - This session will explore the elements of a robust internal control environment aligned with the Uniform Guidance’s five components of internal control. Attendees will learn about the essential framework and strategies needed to reinforce compliance and prevent fraud, as well as common control activities, their strengths, and their weaknesses.

    Session 2: 1:00 pm to 2:30 p.m. - Single Audit* Readiness in 2026. In this session, Keith will explain current requirements under the Single Audit Act, the OMB's Uniform Guidance, and the annual Compliance Supplement, as well as best practices for audit preparation.

  • Annual Grants Management Update

    Keith Hundley

    On December 11, 2025, Keith Hundley served as an external speaker at the Annual Grants Management Update hosted by Federal Grants Training. Held at the Embassy Suites Orlando Lake Buena Vista South, the event brought together grants management professionals across the government and nonprofit sectors.

    Keith delivered a session titled “Maximizing Indirect Cost Recovery,” offering practical guidance and strategic insights for CEOs, CFOs, fiscal teams, programmatic leaders, and others involved in grants administration. Sponsored by Federal Grants Training, the session provided publicly accessible, high-value education for organizations navigating complex federal grant requirements.

  • 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

    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.

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