Around Town
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.
LCPA Governmental Accounting & Auditing
On November 8th, 2023, CRI Partner Becky Hammond presented at LCPA Governmental Accounting & Auditing at Baton Rouge, LA. The presentation: "Yellow Book and OMB Compliance Supplement Update" addressed audits and single audits related to the Government & Public Sector to Public section CPA firm practioners and CPAs.
USF Small & Diverse Business Symposium
On October 27th, 2023, CRI Partner Catherine Haug presented at the USF Small & Diverse Business Symposium at Tampa Bay, Florida. The presentation: "What do I need to know about Business Taxes," was a 1-hour workshop presentation focused on business taxes to the public, small, and diverse businesses.
Fall Professional Development Training: Implementing GASB Statement 96
On October 26th, 2023, CRI Partner Dean Michael Mead presented at AICPA-CIMA Government & Not-for-Profit Fall Professional Development Training. 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.