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X-WR-CALDESC:Events for Carr, Riggs & Ingram
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DTSTART;TZID=America/Chicago:20261105T140000
DTEND;TZID=America/Chicago:20261105T150000
DTSTAMP:20260923T165759Z
CREATED:20260923T165759Z
LAST-MODIFIED:20260923T165759Z
UID:10000129-1793887200-1793890800@www.criadv.com
SUMMARY:Tax Tactics: 2026 Year-End Tax Planning for Your Business
DESCRIPTION:The One Big Beautiful Bill Act reshaped the tax landscape in 2025\, and additional provisions take effect for the first time in the 2026 tax year\, building on changes that already affected 2025 returns. This webinar examines key tax planning strategies for businesses and organizations\, including permanent 100% bonus depreciation\, the qualified production property deduction\, adjusted QBI phase-in ranges\, and entity-level considerations that could significantly affect 2026 tax planning and financial results. The session also reviews year-end planning considerations related to capital investments\, business income planning\, entity structure\, and other tax strategies impacted by these legislative changes. \nLive attendees who meet the program requirements are eligible to receive one (1) hour of CPE. \nLearning Objectives\nAfter completing this session\, participants will be able to: \n\nEvaluate the major business tax provisions first effective in the 2026 tax year and their implications.\nIdentify year-end planning strategies that may affect taxable income and cash flow.\nAnalyze how permanent bonus depreciation\, QBI phase-in ranges\, and entity structure affect business tax outcomes.\nApply year-end planning techniques when evaluating compliance considerations\, tax risk factors\, and long-term tax planning opportunities.
URL:https://www.criadv.com/event/tax-tactics-2026-year-end-tax-planning-for-your-business/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/09/hero-blank-7.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261105T100000
DTEND;TZID=America/Chicago:20261105T110000
DTSTAMP:20260923T164716Z
CREATED:20260923T164643Z
LAST-MODIFIED:20260923T164716Z
UID:10000128-1793872800-1793876400@www.criadv.com
SUMMARY:Tax Tactics: 2026 Year-End Tax Planning for You & Your Family
DESCRIPTION:The One Big Beautiful Bill Act reshaped the tax landscape in 2025\, and additional provisions take effect for the first time in the 2026 tax year. This webinar examines significant tax law changes affecting high-income earners\, retirees\, and families\, including the new charitable deduction for non-itemizers\, the 0.5%-of-AGI floor on itemized charitable contributions\, the increased SALT deduction cap\, accelerated alternative minimum tax (AMT) phaseout provisions\, and the permanent estate and gift tax exemption. The session also reviews year-end tax planning considerations related to income timing\, retirement contributions\, charitable giving\, and other strategies that may be affected by these legislative changes. \nLive attendees who meet the program requirements are eligible to receive one (1) hour of CPE. \nLearning Objectives\n\nEvaluate the key individual tax provisions taking effect in the 2026 tax year under the One Big Beautiful Bill Act\nIdentify year-end strategies for income timing\, retirement contributions\, and charitable giving under the new rules\nAnalyze how the increased SALT cap\, AMT phaseout changes\, and estate and gift exemption may affect filing status and tax liability\nApply year-end planning techniques when evaluating tax exposure\, penalty considerations\, and planning opportunities for the 2027 tax year.
URL:https://www.criadv.com/event/tax-tactics-2026-year-end-tax-planning-for-you-your-family/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/09/hero-blank-6.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261021T110000
DTEND;TZID=America/Chicago:20261021T130000
DTSTAMP:20260921T173855Z
CREATED:20260921T173855Z
LAST-MODIFIED:20260921T173855Z
UID:10000125-1792580400-1792587600@www.criadv.com
SUMMARY:The Business Owner's Exit Playbook
DESCRIPTION:Whether you’re planning to sell your business in the next few years or simply want to increase its long-term value\, preparation is key. Join CRI and Level Four for this informative session where business owners will learn how strong financial reporting\, operational readiness\, tax planning\, and strategic exit planning can significantly impact the success and value of a business transaction and walk away with actionable insights to help build a more valuable business and position yourself for a successful exit—whenever the time is right. \nLearning Objectives\n\n\n\nIdentify key drivers that enhance business value and sale readiness\nUnderstand common buyer due diligence requirements and expectations\nRecognize typical deal structures and their impact on transaction outcomes\nLearn how to avoid common mistakes that can reduce value or delay a successful sale\n\n\n\nWho Should Attend\nBusiness owners considering selling their company within the next 1–10 years\, Founders preparing for retirement or succession planning\, Family-owned business owners planning a transition to the next generation or an outside buyer CEOs\, presidents\, and managing partners of privately held companies\, and/or Professional advisors who support business owners\, including CPAs\, attorneys\, financial advisors\, bankers\, and business consultants \nPresenters\n\nFrank Maldonado\, FPQPtm \, CExP® Private Wealth Advisor\, Business Solutions & Financial Planning Specialist\, Level Four Financial\n\nThis program is provided for informational and educational purposes only. It does not constitute tax\, accounting\, audit\, valuation\, or investment advice and is not a recommendation regarding any particular transaction\, security\, or course of action. Any examples discussed are illustrative only; results depend on individual facts and market conditions\, and no result is guaranteed. \nPresentations are delivered by separate legal entities. Each entity is solely responsible for its own services\, statements\, and obligations\, and participation by one entity does not create an engagement\, fiduciary relationship\, or liability with respect to any other. \nSecurities offered through Level Four Financial\, LLC\, a registered broker-dealer and member FINRA/SIPC. Advisory services offered through Level Four Advisory Services\, LLC\, an SEC-registered investment adviser. Registration with the SEC does not imply any level of skill or training. For information about Level Four Advisory Services\, LLC\, including its services\, fees\, and conflicts of interest\, refer to its Form ADV Part 2A and Form CRS at adviserinfo.sec.gov. Nothing presented constitutes an offer to sell or the solicitation of an offer to buy any security. \nCarr\, Riggs & Ingram\, L.L.C. (“CRI CPA”)\, CRI Advisors\, LLC (“CRI Advisors”)\, and Capin Crouse\, LLC (“Capin Crouse CPA”) and their respective subsidiaries operate as\, and provide services through\, an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law\, regulations and professional standards. The foregoing entities operate under the brand names “Carr\, Riggs & Ingram” and “CRI.” CRI CPA and Capin Crouse CPA are independently owned\, operated\, and licensed CPA firms that separately provide attest services\, as well as additional ancillary services\, to their clients. CRI Advisors provides tax and business consulting services to its clients. CRI Advisors and its subsidiaries are not licensed CPA firms and do not provide any attest services. Our use of the terms “CRI\,” “we\,” “our\,” “us\,” and terms of similar import\, denote the alternative practice structure conducted by CRI CPA\, Capin Crouse CPA and CRI Advisors\, as appropriate. \nThis program may be photographed or recorded. By attending\, you consent to use of your likeness in CRI and Level Four marketing materials.
URL:https://www.criadv.com/event/the-business-owners-exit-playbook/
LOCATION:Corpus Christi Country Club\, 6300 Everhart Rd\, Corpus Christi\, TX\, 78413\, United States
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/09/CRI_ExitPlaybook_EventsCalendarImage.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261006T140000
DTEND;TZID=America/Chicago:20261006T150000
DTSTAMP:20261006T192542Z
CREATED:20260901T190819Z
LAST-MODIFIED:20261006T192542Z
UID:10000127-1791295200-1791298800@www.criadv.com
SUMMARY:The Rules of Giving: Navigating Charitable Contributions and Compliance
DESCRIPTION:Charitable giving has become more complex\, requiring nonprofit organizations and their advisors to manage evolving federal tax rules governing donor deductions\, gift substantiation\, and charitable acknowledgments. \nJoin us for a look at the requirements for receipting charitable contributions\, donor-advised funds\, qualified charitable distributions\, and the acceptance of cash and noncash gifts\, including the documentation and reporting obligations for various asset types. You’ll gain practical guidance for implementing compliance procedures that reduce organizational risk while helping your donors preserve the deductibility of their charitable contributions. \nThis event has ended\, but you can still view the recording.  \n 
URL:https://www.criadv.com/event/the-rules-of-giving-navigating-charitable-contributions-and-compliance/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/09/hero-blank-4.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261006T073000
DTEND;TZID=America/New_York:20261006T113000
DTSTAMP:20260901T164010Z
CREATED:20260901T164010Z
LAST-MODIFIED:20260901T164010Z
UID:10000126-1791271800-1791286200@www.criadv.com
SUMMARY:The Exit Ramp: Navigate Selling Your Business Like a Pro
DESCRIPTION:At some point\, every business owner will face a critical question: What’s the plan for the future of the business I’ve worked so hard to build? Whether you’re considering a sale\, succession\, or simply exploring your options\, the decisions you make today can have a significant impact on your outcome tomorrow. \nJoin CRI and Wyatt Early Harris Wheeler LLP\, along with CRI M&A Advisors\, Level Four Business Solutions\, and CRI Simple Numbers for a collaborative discussion on how business owners can proactively prepare for a successful transition. This event brings together experienced advisors from across the legal\, financial\, operational\, and transaction landscape to share practical insights on preserving value\, minimizing surprises\, and creating a roadmap for the next chapter. \nThrough real-world perspectives and actionable guidance\, you’ll gain a clearer understanding of how business readiness\, financial performance\, organizational strength\, and personal planning all contribute to a successful exit strategy. \nAttendees of this event can expect to\n\nIdentify the factors that drive business value and attract serious buyers.\nAssess their personal and business readiness by identifying goals\, timing\, and market positioning.\nDevelop a strategy for managing wealth\, leadership continuity\, and long-term legacy considerations.\nStrengthen operations and financial reporting to support future transaction goals.\nNavigate legal\, tax\, and deal-related considerations before entering the market.\n\nWho Should Attend\nBusiness owners with EBITDA of $1 million or more who are considering an ownership transition within the next 3–5 years\, or who simply want to understand what that journey entails. \n\nThis program is provided for informational and educational purposes only. It does not constitute legal\, tax\, accounting\, audit\, valuation\, investment\, or insurance advice and is not a recommendation regarding any particular transaction\, security\, or course of action. Any examples discussed are illustrative only; results depend on individual facts and market conditions\, and no result is guaranteed. \nPresentations are delivered by separate legal entities. CRI Advisors\, LLC and its subsidiaries and affiliates\, including CRI M&A Advisors\, LLC\, CRI Simple Numbers\, and the Level Four companies\, are affiliated under common ownership. Wyatt Early Harris Wheeler LLP is an independent law firm and is not affiliated with them. Each entity is solely responsible for its own services\, statements\, and obligations\, and participation by one entity does not create an engagement\, fiduciary relationship\, or liability with respect to any other. Attendance does not create a client or attorney-client relationship\, and services would be provided only pursuant to a separate written engagement with the applicable entity. \nSecurities offered through Level Four Financial\, LLC\, a registered broker-dealer and member FINRA/SIPC. Advisory services offered through Level Four Advisory Services\, LLC\, an SEC-registered investment adviser. Registration with the SEC does not imply any level of skill or training. For information about Level Four Advisory Services\, LLC\, including its services\, fees\, and conflicts of interest\, refer to its Form ADV Part 2A and Form CRS at adviserinfo.sec.gov. Nothing presented constitutes an offer to sell or the solicitation of an offer to buy any security. \nCarr\, Riggs & Ingram\, L.L.C. (“CRI CPA”)\, CRI Advisors\, LLC (“CRI Advisors”)\, and Capin Crouse\, LLC (“Capin Crouse CPA”) and their respective subsidiaries operate as\, and provide services through\, an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law\, regulations and professional standards. The foregoing entities operate under the brand names “Carr\, Riggs & Ingram” and “CRI.” CRI CPA and Capin Crouse CPA are independently owned\, operated\, and licensed CPA firms that separately provide attest services\, as well as additional ancillary services\, to their clients. CRI Advisors provides tax and business consulting services to its clients. CRI Advisors and its subsidiaries are not licensed CPA firms and do not provide any attest services. Our use of the terms “CRI\,” “we\,” “our\,” “us\,” and terms of similar import\, denote the alternative practice structure conducted by CRI CPA\, Capin Crouse CPA and CRI Advisors\, as appropriate. \nThis program may be photographed or recorded. By attending\, you consent to use of your likeness in CRI and Level Four marketing materials.
URL:https://www.criadv.com/event/the-exit-ramp-navigate-selling-your-business-like-a-pro-greensboro/
LOCATION:CRI Greensboro\, 7025 Albert Pick Rd\, Greensboro\, NC\, 27409\, United States
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/09/CRI-Exit-Ramp_EventsCalendarImage.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260929T140000
DTEND;TZID=America/Chicago:20260929T150000
DTSTAMP:20260929T202700Z
CREATED:20260730T143030Z
LAST-MODIFIED:20260929T202700Z
UID:10000124-1790690400-1790694000@www.criadv.com
SUMMARY:Sustaining the Call: Pastoral Health for the Long Haul
DESCRIPTION:Ministry is a journey that requires sustained well-being. This webinar will equip pastors and church leaders to prioritize pastoral health as a core responsibility. \nJoin us to explore how emotional\, spiritual\, and physical well-being affect everything from decision-making to vision and ministry longevity. You’ll learn leadership practices that support resilience\, healthy boundaries\, and effective leadership over time. \nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/sustaining-the-call-pastoral-health-for-the-long-haul/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/07/hero-blank-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260827T140000
DTEND;TZID=America/Chicago:20260827T160000
DTSTAMP:20260827T194724Z
CREATED:20260721T183218Z
LAST-MODIFIED:20260827T194724Z
UID:10000123-1787839200-1787846400@www.criadv.com
SUMMARY:Implementing GASB Statement 103: Lessons Learned So Far
DESCRIPTION:Beginning with fiscal years ending June 30\, 2026\, state and local governments must implement GASB Statement No. 103\, Financial Reporting Model Improvements. Join us for a practical overview of the new requirements for management’s discussion and analysis\, operating and nonoperating revenues and expenses\, budgetary comparison information\, major component unit reporting\, and unusual and infrequent items. \nWe’ll highlight key implementation considerations\, common challenges\, and lessons learned to help you prepare for adoption and avoid surprises. \nThis webinar has ended\, but you can still view the recording. 
URL:https://www.criadv.com/event/implementing-gasb-statement-103-lessons-learned-so-far/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/07/hero-blank-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260825T140000
DTEND;TZID=America/Chicago:20260825T150000
DTSTAMP:20260825T191923Z
CREATED:20260630T191602Z
LAST-MODIFIED:20260825T191923Z
UID:10000120-1787666400-1787670000@www.criadv.com
SUMMARY:Church Data: Understanding Key Church Financial Metrics
DESCRIPTION:Financial data is essential to supporting your church’s mission and long-term sustainability\, but determining what to track and how to use it can be challenging. With more data available than ever\, church leaders need to understand how to identify the metrics that truly matter and turn insights into action. \nThis webinar will help pastors\, CFOs\, and church administrators gain clarity and confidence in evaluating key financial indicators and using them to make informed strategic decisions. \nThis webinar has ended\, but you can still view the recording. \n 
URL:https://www.criadv.com/event/church-data-understanding-key-church-financial-metrics/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/06/hero-blank.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260820T113000
DTEND;TZID=America/New_York:20260820T130000
DTSTAMP:20260706T140713Z
CREATED:20260706T140713Z
LAST-MODIFIED:20260706T140713Z
UID:10000121-1787225400-1787230800@www.criadv.com
SUMMARY:Planned Giving Seminar for Nonprofits
DESCRIPTION:Nonprofit leaders are invited to join CRI\, CRI CapinCrouse\, and Level Four Group for an educational seminar on establishing a planned giving program and the tools donors can use to make impactful gifts. CRI and the CRI Family of Companies’ specialists and guest instructors will walk through how to set up a program\, the compliance requirements and best practices involved\, and the strategies donors can use to give. Whether your organization is just beginning to explore planned giving or looking to strengthen an existing program\, you’re welcome to join.  \nLearning Objectives\n\nDefine a planned giving program\nUnderstand required compliance and best practices\nBecome acquainted with planned giving strategies that donors may employ\n\nEvent Goals\n\nTo add value to current non-profit organization clients\nTo introduce these clients to other products and services from CRI\nTo offer clients a resource to help them establish a Planned Giving program with support for their donors to implement planned giving strategies\n\nWho Should Attend\n\nLeaders of non-profit organizations.\n\nPresenters\n\nLuke Britt\nInstructor\nTed Batson\, Jr.\nInstructor\nTiffany Orr\nModerator\nMelissa Frazier\nModerator
URL:https://www.criadv.com/event/planned-giving-seminar-for-nonprofits/
LOCATION:CRI Atlanta\, 4004 Summit Blvd Ste 800\, Atlanta\, GA\, 30319\, United States
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/07/CRI_Event_PlannedGivingSeminar_EventsCalendarImage.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260818T100000
DTEND;TZID=America/Chicago:20260818T110000
DTSTAMP:20260818T152713Z
CREATED:20260709T154017Z
LAST-MODIFIED:20260818T152713Z
UID:10000122-1787047200-1787050800@www.criadv.com
SUMMARY:Know to Grow
DESCRIPTION:Growth isn’t just about a great idea. In the current marketplace it is also about stealing market share. In this webinar\, Brandon Gray and Mike Maxson will guide you through what the best entrepreneurs are doing to grow their businesses. This interactive webinar will provide practical strategies and frameworks for tracking performance\, improving operations\, and planning for sustainable growth. The market waits for no one\, and neither does your competition. Whether you are in the early stages of growth or looking to refine an existing approach\, this webinar will give you the insight and strategies needed to stop surviving and start thriving. \nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/know-to-grow/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/07/hero-blank-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260623T100000
DTEND;TZID=America/Chicago:20260623T110000
DTSTAMP:20260623T164711Z
CREATED:20260521T205205Z
LAST-MODIFIED:20260623T164711Z
UID:10000119-1782208800-1782212400@www.criadv.com
SUMMARY:The Great Labor Reset: A Profit-Focused Framework for Managing Labor
DESCRIPTION:Revenue growth alone no longer guarantees profitability. Today\, labor efficiency has become the true dividing line between growth that builds profit and growth that destroys it. This shift is what is referred to as “The Great Labor Reset”\, and it’s changing the way smart entrepreneurs think about their biggest expense. \nIn this session\, CRI Simple Numbers professionals Brandon Gray and Mike Maxson will walk through the plays every entrepreneur should run right now to turn labor into a profit-generating engine rather than a cost center. Whether you’re scaling up\, rethinking your current headcount\, or just trying to understand where your margins are going\, this webinar delivers a practical framework for making labor work harder for your business. \nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/the-great-labor-reset-a-profit-focused-framework-for-managing-labor/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/05/SNS_Webinar_LaborReset_hero__blank_960x695.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260521T140000
DTEND;TZID=America/Chicago:20260521T150000
DTSTAMP:20260527T144119Z
CREATED:20260415T140847Z
LAST-MODIFIED:20260527T144119Z
UID:10000118-1779372000-1779375600@www.criadv.com
SUMMARY:Reimbursement Plans Done Right: Mastering Expense Reimbursements in the Nonprofit World
DESCRIPTION:Accountable expense reimbursement plans are essential in helping nonprofits reimburse employees and leaders in a compliant\, tax-efficient manner. Join us for a practical overview of IRS requirements\, common pitfalls in nonprofit settings\, and nuanced issues such as ministry-related expenses\, mixed-use costs\, and documentation challenges. You’ll gain insights into strengthening internal controls and avoiding reclassification risks that can trigger payroll tax consequences. \nDesigned for both accounting professionals and nonprofit finance leaders\, this session will bridge technical tax rules with real-world application. \nThis webinar has ended\, but you can still view the recording. 
URL:https://www.criadv.com/event/reimbursement-plans-done-right-mastering-expense-reimbursements-in-the-nonprofit-world/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/04/blank-5.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260519T140000
DTEND;TZID=America/Chicago:20260519T160000
DTSTAMP:20260519T192233Z
CREATED:20260401T204804Z
LAST-MODIFIED:20260519T192233Z
UID:10000117-1779199200-1779206400@www.criadv.com
SUMMARY:GASB Reporting Entity Standards: Component Units and Fiduciary Activities
DESCRIPTION:GASB’s standards for the financial reporting entity are among the most complex areas in governmental accounting\, and even experienced accountants and auditors can find themselves second-guessing the right approach. Which legally separate organizations belong in your government’s financial statements? How should they be incorporated? And what exactly qualifies as a fiduciary activity? \nJoin CRI’s government and public sector accounting team for this webinar that aims to simplify the complexity by explaining the fundamentals of GASB’s reporting entity standards\, providing you with a practical framework for identifying component units and fiduciary activities with more confidence. During the live session\, they’ll also share real-life examples of how governments have managed both common and unusual situations under these rules. \nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/gasb-reporting-entity-standards-component-units-and-fiduciary-activities/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/04/blank-4.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260512T140000
DTEND;TZID=America/Chicago:20260512T153000
DTSTAMP:20260512T203352Z
CREATED:20260302T171821Z
LAST-MODIFIED:20260512T203352Z
UID:10000115-1778594400-1778599800@www.criadv.com
SUMMARY:The Exit Ramp - Navigating the Sale of your Business
DESCRIPTION:Are you considering the next chapter in your business journey? Whether you’re just beginning to think about your exit strategy or you’re ready to take concrete steps\, this comprehensive roundtable will walk you through every phase of a successful business transition. \nThis year\, our panel brings together an expanded team of specialists from across the CRI Family of Companies\, including CRI’s Capital Markets and Transaction Advisory teams\, CRI M&A Advisors\, CRI Simple Numbers\, Level Four Group\, and The Preferred Legacy National Trust Bank. Together\, they’ll cover the full spectrum of exit planning\, from understanding your company’s true market value and optimizing your financials to structuring the deal\, managing tax implications\, protecting your wealth\, and planning the life you want after the sale. \nLearning Objectives \n\nKnow What Your Business Is Worth: Learn how market assessments\, quality of earnings reviews\, and business valuations shape buyer perception and deal pricing.\nGet Your Financials Sale-Ready: Discover how to clean up your books\, improve profitability metrics\, and present financials that withstand buyer due diligence.\nProtect What You’ve Built: Explore estate planning\, buy-sell agreements\, asset protection\, and employee retention strategies to safeguard your interests before and during a sale.\nStructure a Smarter Deal: Understand the tax implications of different deal structures and what to expect from purchase price adjustments\, working capital negotiations\, and closing mechanisms.\nNavigate the Transition: Know what to expect during the handoff period and how to set your business up for continued success under new ownership.\nPlan for Life After the Sale: Map out your next chapter with guidance on wealth management\, investment strategy\, trust planning\, and defining your personal legacy.\n\nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/the-exit-ramp-navigating-the-sale-of-your-business/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/03/blank.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260507T100000
DTEND;TZID=America/Chicago:20260507T110000
DTSTAMP:20260507T155105Z
CREATED:20260327T152043Z
LAST-MODIFIED:20260507T155105Z
UID:10000116-1778148000-1778151600@www.criadv.com
SUMMARY:Unlocking Potential: Strategies for Finding Your Church’s Ideal CFO
DESCRIPTION:Discover how the right financial leader can elevate your church’s mission\, stewardship\, and stability. Learn key competencies to look for in a church CFO\, from financial acumen to ministry alignment\, and practical strategies for identifying\, attracting\, and evaluating candidates with expertise and spiritual insight. \nThis webinar has ended\, but you can still view the recording. 
URL:https://www.criadv.com/event/unlocking-potential-strategies-for-finding-your-churchs-ideal-cfo/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/03/blank-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260317T140000
DTEND;TZID=America/Chicago:20260317T150000
DTSTAMP:20260317T192146Z
CREATED:20260218T194432Z
LAST-MODIFIED:20260317T192146Z
UID:10000114-1773756000-1773759600@www.criadv.com
SUMMARY:Group Exemption Changes: What Nonprofits Need to Know
DESCRIPTION:Recent IRS updates have introduced changes to group exemption rulings that affect central organizations and their subordinate entities. Join this free webinar for a clear\, practical overview of the changes and what they may mean for your organization. We’ll discuss new eligibility standards\, oversight and reporting expectations\, and compliance considerations under the updated guidance. You’ll gain practical steps your organization can take to evaluate your current group exemption structure and prepare for ongoing reporting. \n\nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/group-exemption-changes-what-nonprofits-need-to-know/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/02/blank-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260303T140000
DTEND;TZID=America/Chicago:20260303T150000
DTSTAMP:20260303T211834Z
CREATED:20260206T154302Z
LAST-MODIFIED:20260303T211834Z
UID:10000113-1772546400-1772550000@www.criadv.com
SUMMARY:Building and Maintaining Donor Relationships in Your Church
DESCRIPTION:Strong donor relationships are vital for the success and growth of a church. Join this free webinar for practical strategies you can use to manage donor relationships in a way that strengthens stewardship and supports long-term growth. You’ll learn common causes for giving plateaus in healthy churches and gain insight to help you build a culture of stewardship and apply effective systems and processes. \nThis webinar has ended\, but you can still view the recording. \n 
URL:https://www.criadv.com/event/building-and-maintaining-donor-relationships-in-your-church/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/02/blank.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260212T100000
DTEND;TZID=America/Chicago:20260212T110000
DTSTAMP:20260212T163704Z
CREATED:20260108T150612Z
LAST-MODIFIED:20260212T163704Z
UID:10000112-1770890400-1770894000@www.criadv.com
SUMMARY:Captive Insurance - Walking the Walk
DESCRIPTION:Captive insurance is rapidly becoming a critical component of sophisticated risk management strategies. But here’s the challenge: successfully integrating a captive program with your existing commercial insurance\, broker relationships\, and business objectives requires careful navigation. \nJoin CRI’s Scott Bailey and Joe McDonald of Captives.Insure as they cut through the complexity and show you exactly how to design and implement a captive program that works for your organization. You’ll discover how to leverage your existing relationships\, identify the right opportunities\, and continuously optimize your program for maximum benefit. \nWhether you’re exploring captives for the first time or looking to enhance an existing program\, this session will provide you with actionable strategies that you can implement immediately. \nThis webinar has ended\, but you can still view the recording. 
URL:https://www.criadv.com/event/captive-insurance-walking-the-walk/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/01/blank.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260129T140000
DTEND;TZID=America/Chicago:20260129T150000
DTSTAMP:20260129T201521Z
CREATED:20251229T140005Z
LAST-MODIFIED:20260129T201521Z
UID:10000111-1769695200-1769698800@www.criadv.com
SUMMARY:Mission-Centered Governance: Best Practices for an Effective Nonprofit Board
DESCRIPTION:A healthy\, mission-focused board is one of the most vital assets a ministry or faith-based nonprofit can have. But building and sustaining an effective board takes intentionality\, clarity\, and strategy. In this free webinar\, you’ll learn how to strengthen key relationships within your organization and recruit\, orient\, and evaluate board members who will help advance your mission. \nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/mission-centered-governance-best-practices-for-an-effective-nonprofit-board/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/12/blank.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260129T070000
DTEND;TZID=America/New_York:20260129T100000
DTSTAMP:20251203T205818Z
CREATED:20251203T205818Z
LAST-MODIFIED:20251203T205818Z
UID:10000109-1769670000-1769680800@www.criadv.com
SUMMARY:The Exit Ramp: Navigate Selling Your Business Like a Pro
DESCRIPTION:Learn the art of selling your business like a pro at The Exit Ramp event – it’s all about navigating the journey to success!\nConsidering a future transition out of your business? Whether you’re just beginning to explore your options or actively preparing for a sale\, this in-person session will help you chart a confident course forward. \nJoin CRI’s experienced Transaction Advisory Services team\, along with CRI M&A Advisors\, Level Four Business Solutions\, and Preferred Legacy Trust for an engaging\, strategy-packed event designed to demystify the business exit process. You’ll get firsthand insight into the steps\, timelines\, and decisions that lead to successful transactions; plus\, learn how to protect the legacy you’ve built and plan for what’s next. \nFrom operational readiness and financial preparation to legal safeguards and post-sale planning\, this session equips you with the knowledge you need to move forward—on your terms. \nAttendees of this event can expect to:\n\nGain clarity on the selling process—including what buyers prioritize and how to prepare internally.\nAssess their personal and business readiness by identifying goals\, timing\, and market positioning.\nExplore strategies to protect what they’ve built\, such as estate planning\, asset protection\, and retaining key employees.\nUncover ways to enhance business value\, from financial clean-up to de-risking operations and showcasing strengths.\nBegin planning for life after the sale\, with guidance on reinvestment\, wealth preservation\, and legacy planning.\n\nWho Should Attend:\nBusiness owners with EBITDA of $1 million or more who are considering an ownership transition within the next 3–5 years\, or who simply want to understand what that journey entails. \nSpeakers:\n\nJeff Hawkins – CPA\, Partner\, CRI Advisors\, LLC†\, Partner\, Carr\, Riggs & Ingram\, L.L.C.*\nPaul Evans – CVB\, Partner\, CRI Advisors\, LLC†\, Partner\, CRI M&A Advisors\, LLC\nSuzanne Durbin – ChFC®\, CExP®\, Business Solutions Specialist & Private WealthAdvisor\, Level Four Business Solutions\n\nAgenda:\n7:00 a.m. – 7:30 a.m. EST: Breakfast \n7:30 a.m. – 10:00 a.m. EST: Program
URL:https://www.criadv.com/event/the-exit-ramp-navigate-selling-your-business-like-a-pro/
LOCATION:CRI Atlanta\, 4004 Summit Blvd Ste 800\, Atlanta\, GA\, 30319\, United States
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/12/cri-exit-ramp-graphic-events-calendar-image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260115T140000
DTEND;TZID=America/Chicago:20260115T150000
DTSTAMP:20260115T200610Z
CREATED:20251215T230224Z
LAST-MODIFIED:20260115T200610Z
UID:10000110-1768485600-1768489200@www.criadv.com
SUMMARY:Data to Dollars: Turning Your Numbers Into Action
DESCRIPTION:Looking to increase your profitability? Whether you’re just beginning your journey to financial success or you’re already there and looking to boost profits\, this virtual session will provide you with the tools necessary to approach growth with confidence.\nJoin CRI Simple Numbers for an informative one-hour webinar designed to help you build your plan to reach profitability. During this session\, we’ll explore the steps and strategies necessary to enhance financial performance and scale your business.\nWe’ll explore market conditions\, common distortions\, capital management\, profit utilization\, and more. From assessing your current positioning to identifying key numbers to track\, you’ll walk away with the tools necessary to achieve profitability. \nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/data-to-dollars-turning-your-numbers-into-action/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/12/blank-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251211T140000
DTEND;TZID=America/Chicago:20251211T150000
DTSTAMP:20251211T213654Z
CREATED:20251014T190250Z
LAST-MODIFIED:20251211T213654Z
UID:10000106-1765461600-1765465200@www.criadv.com
SUMMARY:2025 Nonprofit Tax Year-End Review
DESCRIPTION:This year has brought significant tax changes for churches\, higher education institutions\, and other exempt organizations to be aware of and plan for. Some are already in effect\, while others are coming soon. Join us for a look at the key provisions in the One Big Beautiful Bill Act (OBBBA) and other recent developments\, along with insight about what these updates may mean for your organization. You’ll gain practical takeaways to help you stay compliant and prepared. \nThis webinar has ended\, but you can still view the recording. 
URL:https://www.criadv.com/event/2025-nonprofit-tax-year-end-review/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/10/blank-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251211T100000
DTEND;TZID=America/Chicago:20251211T110000
DTSTAMP:20251211T213851Z
CREATED:20251111T223925Z
LAST-MODIFIED:20251211T213851Z
UID:10000108-1765447200-1765450800@www.criadv.com
SUMMARY:Domain II—Ethics and Professionalism - An Ethics Update for Internal Auditors
DESCRIPTION:Join CRI for a focused and insightful exploration of Domain II—Ethics and Professionalism within the Global Internal Audit Standards. During this session\, CRI’s Doug Mims will unpack the mandatory requirements of Domain II\, clarify their practical implications\, and outline proven strategies to strengthen ethical rigor and professional judgment in your day-to-day audit practice. \nDesigned for internal audit\, risk\, compliance\, and internal controls professionals\, this webinar will equip you with concrete steps to embed these standards into organizational workflows\, elevate audit quality\, and reinforce a culture of integrity across your team. \nThis webinar has ended\, but you can still view the recording. 
URL:https://www.criadv.com/event/domain-ii-ethics-and-professionalism-an-ethics-update-for-internal-auditors/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/11/blank-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251119T113000
DTEND;TZID=America/Chicago:20251119T130000
DTSTAMP:20251016T164444Z
CREATED:20251016T164444Z
LAST-MODIFIED:20251016T164444Z
UID:10000107-1763551800-1763557200@www.criadv.com
SUMMARY:Lunch & Learn: A Practical Guide to Elder Care Planning
DESCRIPTION:You’re invited to a special in-person educational event presented by Always Best Care\, Carr\, Riggs & Ingram (CRI)\, The Preferred Legacy National Trust Bank\, and Level Four Financial. \nWhether you’re planning for your own future or supporting a loved one through theirs\, this session will empower you with practical insights and actionable options to make confident\, informed decisions. \nAttendees will leave with a better understanding of: \n\nNavigating elder care options\nUnderstanding long-term care insurance\nThe essentials of wills and trusts\n\nJoin us for a complimentary lunch and connect with trusted local advisors in elder care\, long-term care insurance\, and estate planning. Plus\, you’ll have the chance to win exciting door prizes!
URL:https://www.criadv.com/event/lunch-learn-a-practical-guide-to-elder-care-planning/
LOCATION:CRI Shreveport\, 1000 E Preston\, Shreveport\, LA\, 71105\, United States
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/10/a-practical-guide-to-elder-care-planning-events-calendar-image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20251118
DTEND;VALUE=DATE:20251120
DTSTAMP:20251021T150734Z
CREATED:20250801T172033Z
LAST-MODIFIED:20251021T150734Z
UID:10000100-1763424000-1763596799@www.criadv.com
SUMMARY:Internal Audit Workshop Essentials
DESCRIPTION:CRI and the Alabama Bankers Association invite you to an exclusive two-day workshop tailored for internal audit and risk professionals serving the banking industry. This interactive think tank will be led by CRI partners Chris Cain and Mike McCutchin\, who will guide participants through real-world audit strategies\, emerging risks\, and actionable techniques to improve audit effectiveness. \nAgenda:\nDay 1: Auditing Key Financial Risks with Confidence: \n\nCash and Due-From Accounts\nBond portfolio and investment risks\nCECL compliance & securities controls\nInterest rate risk & assumption testing\nLiquidity monitoring & red flag recognition\n\nDay 2: Credit Risks\, Controls\, and Fraud \n\nAllowance for Credit Losses (ACL) testing & documentation techniques\nFraud detection through audit procedures\nStrengthening internal controls over financial reporting\n\nWhether you join us for one day or both\, you’ll walk away with insights you can immediately apply in your institution. \nWho should attend: Internal auditors\, CROs\, risk professionals\, and audit committee members \nPricing:\n• $745 for full two-day member registration\n• $395 per day for members\n• $595 per day for non-members\nRegistration and payment are managed by the Alabama Bankers Association. \nSecure your spot now and view a detailed itinerary for our upcoming audit workshop by clicking the “Register Now” button. Don’t miss out—register today!
URL:https://www.criadv.com/event/internal-audit-workshop-essentials/
LOCATION:CRI Birmingham\, 3700 Colonnade Pkwy\, Ste 300\, Birmingham\, AL\, 35243\, United States
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/08/internal-audit-workshop-essentials-events-calendar-image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251113T140000
DTEND;TZID=America/Chicago:20251113T150000
DTSTAMP:20251113T210557Z
CREATED:20251001T150132Z
LAST-MODIFIED:20251113T210557Z
UID:10000104-1763042400-1763046000@www.criadv.com
SUMMARY:Tax Tactics: 2025 Year-End Tax Planning for Your Business
DESCRIPTION:As the year winds down\, proactive tax planning has become more critical than ever for your business\, especially in the wake of sweeping changes introduced by new federal tax legislation. \nCRI’s Tax Tactics: 2025 Year-End Tax Planning for Your Business webinar is a strategic session designed to help business leaders navigate the ever-changing tax landscape. In this live\, CPE-eligible webinar\, CRI’s experienced business tax advisors will unpack key legislative tax updates\, review core planning strategies\, and highlight new deductions\, deferrals\, and entity-level opportunities you should consider. Our team will also discuss compliance best practices\, risk mitigation\, and how to prepare for year-end financial decisions that could significantly impact your business in 2026. \nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/tax-tactics-2025-year-end-tax-planning-for-your-business/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/10/yep-2025-hero-images.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251113T100000
DTEND;TZID=America/Chicago:20251113T110000
DTSTAMP:20251113T171940Z
CREATED:20251001T150619Z
LAST-MODIFIED:20251113T171940Z
UID:10000105-1763028000-1763031600@www.criadv.com
SUMMARY:Tax Tactics: 2025 Year-End Tax Planning for You & Your Family
DESCRIPTION:From shifting income thresholds to revamped credits and deduction limits\, new federal tax legislation is rewriting the rules of individual tax planning. Whether you’re a high-income earner\, managing household finances\, or planning for retirement\, it’s essential that you reevaluate your strategy. \nCRI’s Tax Tactics: 2025 Year-End Tax Planning for You & Your Family webinar is a live\, CPE-eligible webinar designed to help you maximize tax-saving opportunities before December 31. Our team of experienced tax advisors will walk you through critical updates\, highlight new personal planning strategies\, and offer practical\, actionable insights to help you reduce liabilities and make this planning season smooth for you and your family. \nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/tax-tactics-2025-year-end-tax-planning-for-you-your-family/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/10/yep-2025-hero-images-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251105T110000
DTEND;TZID=America/Chicago:20251105T160000
DTSTAMP:20251106T211800Z
CREATED:20250925T195914Z
LAST-MODIFIED:20251106T211800Z
UID:10000103-1762340400-1762358400@www.criadv.com
SUMMARY:2025 National Church Virtual Seminar: Future-Ready: Strategies for Changing Times
DESCRIPTION:Join Carr\, Riggs & Ingram (CRI) and CapinCrouse\, a division of CRI\, for an informative virtual seminar designed to equip church leaders with the resources and insights needed to thrive in an ever-evolving world. During this convenient online event\, we’ll explore forward-thinking approaches to leadership\, finance\, and strategic planning. You’ll learn about leading with vision and purpose\, banking considerations\, and succession and retirement planning best practices. \nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/2025-national-church-virtual-seminar-future-ready-strategies-for-changing-times/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/09/hero-blank.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251029T100000
DTEND;TZID=America/Chicago:20251029T120000
DTSTAMP:20251029T162316Z
CREATED:20250919T175339Z
LAST-MODIFIED:20251029T162316Z
UID:10000102-1761732000-1761739200@www.criadv.com
SUMMARY:GASB 101 Decoded: Lessons Learned and Next Steps for Compensated Absences
DESCRIPTION:State and local governments are in the thick of implementing GASB Statement No. 101 on Compensated Absences\, and the process hasn’t been without its challenges. Join Carr\, Riggs & Ingram for a practical deep dive into the hurdles governments are facing in 2025 and beyond\, from initial adoption to the ongoing application of these new standards. You’ll walk away with insights to help your organization navigate compliance with confidence. \nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/gasb-101-decoded-lessons-learned-and-next-steps-for-compensated-absences/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/09/blank.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250909T100000
DTEND;TZID=America/Chicago:20250909T103000
DTSTAMP:20250915T151110Z
CREATED:20250820T192624Z
LAST-MODIFIED:20250915T151110Z
UID:10000101-1757412000-1757413800@www.criadv.com
SUMMARY:Proposed FDIC Rules Changes for Part 363: Implications and Considerations for Community Banks
DESCRIPTION:This Quick Hit session will provide participants with a clear overview of the FDIC’s recently proposed amendments to Part 363 and their implications for the community banking industry. \nKey topics include: \n\nIncreased asset thresholds for audits\, ICFR and audit committees;\nInflation indexing on a prospective basis;\nChanges to director independence compensation thresholds;\nRationale for the proposed changes;\nProjected impact on the community banking industry; and\nNext steps\, timelines and thoughts on the road ahead.\n\nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/proposed-fdic-rules-changes-for-part-363-implications-and-considerations-for-community-banks/
LOCATION:Virtual
CATEGORIES:Quick Hit
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/08/blank.png
END:VEVENT
END:VCALENDAR