Around Town
Newton County Chamber of Commerce
On February 2nd, 2024, CRI Partner Gary Boteler provided an Income Tax Update to the B2B Network Group in Covington, GA. Gary relayed information on tax-business updates to the Newton County Chamber of Commerce members.
Is It Time?
On May 7th, 2024, CRI Partner Gary Boteler delivered a presentation titled "Is It Time?" at Covington First Presbyterian Church. This event was tailored for elderly members of the church and the general public and aimed to provide valuable guidance on navigating life's transitions, such as retirement, independent living, and hospice, with confidence.
UCF Annual Accounting Conference
On May 9th, 2024, CRI Partner Yvonne Clayborne presented at the UCF Annual Accounting Conference in Orlando, FL. Yvonne and Cheri Swain co-presented to a group of CPAs and UCF alumni on the issues and opportunities in the advisory space at the UCF College of Business.
Giving and Receiving Feedback
On February 28th, 2024, CRI Partners Wendy Boetticher and Debbie Gray delivered a presentation titled "Giving and Receiving Feedback" at the NM State Univ - Beta Alpha Psi meeting. The presentation discussed how feedback serves as a cornerstone for professional development and emphasized the importance of active listening in closing the feedback loop. Their insightful session resonated strongly with both accounting students and professor mentors, garnering a positive reception.
Adjusting to an Evolving Workforce
On May 7th, 2024, CRI Partner Scott Bailey presented at the North Carolina Captive Insurance Association Annual Conference in Asheville, NC. Scott joined a panel with Claire Richardson (Hylant Group, Inc.), Will Motley (Johnson Lambert), and Jordan Paszek (Pinnacle Actuarial Resources) to discuss the evolving challenges of identifying and retaining talent within the captive insurance market. The discussion was aimed at captive managers, insurance owners, risk officers, and CFOs.
MUS Insurance Day
On April 4th, 2024, CRI Partner Joseph May spoke at MSU Insurance Day regarding Fraud and the Insurance Industry. This event, organized by MSU Risk Management and Insurance, featured Insurance Commissioners from several states, along with a few hundred agents and other insurance-related professionals. addressed major issues related to fraud in the insurance industry and provided insights for insurance professionals from various areas of practice, including regulators, agents, and insurance company professionals.
7th Annual Atlanta IIA Government and Not-For-Profit Conference
On January 19th, 2024, CRI Partner Doug Mims spoke at the 7th Annual Atlanta IIA Government and Not-For-Profit Conference virtually for the Atlanta Chapter of the Institute of Internal Auditors. Doug provided a detailed overview of key accounting and auditing standards affecting community financial institutions, banks, fintech, etc. He highlighted the evolving Internal Standards for Auditing and the International Professional Practices Framework, emphasizing the new Global Internal Audit Standards draft. The course covers the 5 domains and 15 principles within them, offering participants a solid foundation in the updated standards.
Between Two Brokers Podcast
On November 21st, 2023, CRI Partner Stephanie Spinucci presented on a podcast called Between Two Brokers. Nick Raffety and I were asked as guests on the podcast to talk about updated tax law, what you can deduct as a business owner/real estate agent and the treatment of rental properties on a tax return.
2023 Governmental Accounting & Auditing Conference
On November 8th, 2023, CRI Partner Dean Michael Mead presented at 2023 Governmental Accounting & Auditing Conference in Baton Rouge, LA. The presentation: "Implementing GASB Statement 96: Lessons Learned from Statement 87" addressed major issues related to implementing the GASB standards for cloud computing and other subscription-based IT arrangements (SBITAs), in light of the experience with implementing the leases standards.
LCPA Governmental Accounting & Auditing Conference Pt.2
On November 9th, 2023, CRI Partner Becky Hammond presented at LCPA Governmental Accounting & Auditing at Baton Rouge, LA. The presentation: "Single Audit From Start to Finish: Real Life Situations" addressed audits and single audits related to the Government & Public Sector to governmental accounting CPA firms and government finance personnel.