Around Town
ProVisors
On April 27th, 2023, CRI Partner Robert Steinhardt engaged in productive discussions with seasoned professionals from diverse industries at Provisors. In addition to his role as a member of the Brookhaven Chapter's leadership board, he hosted and facilitated the exchange of insights and expertise as a member.
Business RadioX Interview Part 2
Jeff Hawkins, a CRI Partner, spoke on Business RadioX about current M&A trends and what sellers should do to prepare for the recent market slowdown. This interview was the second in a series, and the conversation topic demonstrated how to help sellers manage difficult market conditions. You can check out Business RadioX for the episode.
Form 990 (Return of Organization Exempt From Income Tax)
Tiffany Orr, a partner at CRI, gave a brief overview at Form 990 (Return of Organization Exempt From Income Tax) Virtual Meeting for BNIAtlanta on April 26th, 2023. Clearly stated for the audience of business owners and board members the advantages Form 990 can provide to nonprofit organizations and aid them in comprehending the needs and goals of this crucial tax form.
Association of Accounting Marketing Leadership Summit
Nathan Haynes, Carr, Riggs & Ingram (CRI) Partner and MarTech Operations, presented at the Association of Accounting Marketing (AAM) Leadership Summit in Salt Lake City, Utah. The "Super-Charge your Marketing Department Workflows through No-Code Integrations and Automations" session offered an exciting opportunity for marketing professionals to discover effective methods for streamlining departmental workflows.
In today's fast-paced business environment, marketing teams face increasing pressure to deliver high-quality work while managing multiple requests from internal stakeholders. Nathan and Anna Strong shared insights into CRI's journey from a manual and time-consuming request process to a streamlined and automated workflow system that significantly reduces the administrative burden on marketing professionals. Attendees learned how to leverage no-code integrations and automations to boost their team's efficiency and free up time to focus on high-impact marketing strategies that benefit their firms.
If you're looking to gain a competitive edge in the accounting marketing industry and optimize your marketing team's performance, this session is not to be missed. Join Nathan and Anna at the AAM Leadership Summit for an insightful and engaging discussion on the benefits of automated workflows and no-code integrations in marketing.
11th Annual Insurance Professionals of Jackson’s I-Day
On February 9th, 2023, CRI Partner Francois Houde presented at the Independent Insurance Agents from Cyber Threats: The Importance of Cybersecurity and discussed common mistakes and best practices in specific cyber threats independent insurance agents face. This presentation covered the importance of cybersecurity in the insurance industry and the steps businesses can take to protect against cyberattacks while correlating the latest trends in cybersecurity.
US DOT Bonding & Business Capacity Building Program
On November 11th, 2022, CRI Partner Michael White presented Construction Accounting at the US DOT Bonding & Business Capacity Building Program, and examined the cash flow within the construction industry and business planning for construction business owners/managers.
Southern Grants Forum – Many Happy Returns: Understanding the Form 990
On July 27th, 2022, CRI Partner Jimmy Pendergrass presented at the Southern Grants Forum - Many Happy Returns: Understanding the Form 990, and discussed the common mistakes and best practices in preparing Form 990.
ASCPA’s Governmental Accounting and Auditing Forum
On December 9, 2022, CRI Partner Brian Barksdale presented and moderated at the Federal Funding Panel for ASCPA's Governmental Accounting and Auditing Forum; to examine the requirements of current Federal grant funding to governmental entities.
FASBO/FRMA Conference
CRI Partners David Alvarez and Yvonne Clayborne spoke on tips and tricks for preparing an accurate and timely Annual Comprehensive Annual Report at the annual FASBO/FRMA Conference on October 25, 2022.
2022 November FSFOA Conference
CRI Partners David Alvarez and Ben Kincaid presented on Government Fraud, Waste, and Abuse at the bi-annual Florida School Finance Officers Association Conference on November 14, 2022.