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DTSTART;TZID=America/Chicago:20250305T083000
DTEND;TZID=America/Chicago:20250305T110000
DTSTAMP:20260404T051133
CREATED:20250204T173524Z
LAST-MODIFIED:20250204T173524Z
UID:10000094-1741163400-1741172400@www.criadv.com
SUMMARY:Cost Segregation Seminar
DESCRIPTION:Join CRI for an informative Cost Segregation Seminar designed for banking and commercial real estate professionals. \n\nBreakfast & networking: 8:30-9:00 a.m.\nSpeaker: Todd Giustiniano\, Partner | CRI Advisors\, LLC\n\n  \nWhy Attend?\n\nGain insights into cost segregation studies and how they can unlock significant tax savings for your clients\nLearn how to leverage these studies for added client value\nNetwork with fellow industry professionals over complimentary breakfast & coffee\n\nSpace is limited. Please reserve your spot by March 3\, 2025.
URL:https://www.criadv.com/event/cost-segregation-seminar/
LOCATION:CRI Birmingham\, 3700 Colonnade Pkwy\, Ste 300\, Birmingham\, AL\, 35243\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250515T100000
DTEND;TZID=America/Chicago:20250515T113000
DTSTAMP:20260404T051133
CREATED:20250305T193839Z
LAST-MODIFIED:20250515T164828Z
UID:10000095-1747303200-1747308600@www.criadv.com
SUMMARY:The Exit Ramp: Navigating the Sale of Your Business Like a Pro
DESCRIPTION:Are you considering the next chapter in your business journey? Whether you’re just starting to think about your exit strategy or are ready to take concrete\, actionable steps\, this comprehensive webinar will guide you through every phase of the process. \nJoin our panel of experienced M&A advisors as they discuss key considerations\, strategies\, and steps to prepare for a successful transition out of your business. From assessing readiness to protecting your interests\, building a robust plan\, and navigating the complexities of the selling process\, you’ll gain practical guidance to help you achieve your personal and financial aspirations \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-like-a-pro/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/03/blank.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250522T160000
DTEND;TZID=America/New_York:20250522T183000
DTSTAMP:20260404T051133
CREATED:20250402T181318Z
LAST-MODIFIED:20250402T181318Z
UID:10000096-1747929600-1747938600@www.criadv.com
SUMMARY:Network & Learn: Economic Update with Dr. Roger Tutterow
DESCRIPTION:Join us for a timely economic update with nationally recognized economist Dr. Roger Tutterow\, hosted by CRI Atlanta\, Level 4 Financial\, Fox Rothschild\, and Savills. Gain valuable insights into current economic trends\, inflation\, interest rates\, and how they impact your business or personal planning—plus the opportunity to network with your fellow Atlanta area professionals. \nThis event is free to attend\, and light refreshments will be provided.
URL:https://www.criadv.com/event/network-learn-economic-update-with-dr-roger-tutterow/
LOCATION:Hyatt Regency Atlanta Perimeter at Villa Christina\, 4000 Summit Blvd\, Atlanta\, GA\, 30319\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250605T120000
DTEND;TZID=America/New_York:20250605T170000
DTSTAMP:20260404T051133
CREATED:20250506T162653Z
LAST-MODIFIED:20250507T150331Z
UID:10000097-1749124800-1749142800@www.criadv.com
SUMMARY:Ethics: Protecting the Integrity of Florida CPAs
DESCRIPTION:Every two years\, Florida CPAs are required to complete a four-hour ethics course led by an FICPA-certified instructor—but fulfilling your requirement doesn’t have to feel like just another box to check! \nJoin us on June 5\, 2025\, for an enlightening CPE lunch seminar sponsored by CRI at our Melbourne office\, where you’ll satisfy your ethics hours and elevate your approach to ethical decision-making in today’s complex professional landscape. \nLearning Objectives:\n\nEnhance your decision-making ability as a CPA and set a higher standard for ethical behavior.\nUnderstand key performance standards critical to your role as a trusted advisor.\nExplore practical case studies to sharpen your ethical lens and apply best practices in real-world scenarios.\nWalk away with clarity on your responsibilities—and renewed confidence in your professional judgment.\n\nLunch is provided. Space is limited—reserve your seat today! \nMeet Your Speaker: Laura Brock\, CPA\, CFE\, CFF\nWith more than 40 years of experience in public accounting\, forensic investigation\, and consulting\, Laura Brock brings unmatched expertise—and real-world insight—to the conversation on ethics. Throughout her career\, Laura has served not-for-profit organizations and governmental entities with audit\, advisory\, and internal control consulting services\, building a reputation as a trusted advisor across local\, regional\, and national accounting firms\, where she’s held senior leadership roles\, including Partner and Managing Director. \nIn addition to her extensive audit work\, Laura has led forensic accounting investigations into white-collar crimes\, embezzlement schemes\, and internal control failures—uncovering the very real ethical breakdowns that CPAs are trained to prevent. Her firsthand experience on the front lines of financial misconduct gives her a unique perspective on why ethical standards matter and how professionals can better safeguard their organizations\, clients\, and reputations. \nLaura holds credentials as a Certified Public Accountant (CPA-Florida)\, Certified Fraud Examiner (CFE)\, and Certified in Financial Forensics (CFF).
URL:https://www.criadv.com/event/ethics-protecting-the-integrity-of-florida-cpas/
LOCATION:CRI Melbourne\, 7506 Lynx Way\, Suite 201\, Melbourne\, FL\, 32940\, United States
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2022/04/protecting-the-integrity-of-florida-cpas-events-calendar-image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250624T140000
DTEND;TZID=America/Chicago:20250624T143000
DTSTAMP:20260404T051133
CREATED:20250523T133422Z
LAST-MODIFIED:20250820T191853Z
UID:10000098-1750773600-1750775400@www.criadv.com
SUMMARY:CECL Validation for Community Financial Institutions
DESCRIPTION:CRI will provide an overview of the scope of CECL methodology validation including policies\, processes\, personnel and control systems. Regulatory expectations for community financial institutions and examination results to date will also be presented. \nWhat You’ll Learn:\nParticipants will walk away with a foundational understanding of CECL validation across critical areas\, including: \n\nDocumentation\nGovernance\nData controls\nAssumptions\nVendor Due Diligence\nPerformance Analysis\n\nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/cecl-validation-for-community-financial-institutions/
LOCATION:Virtual
CATEGORIES:Quick Hit
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/05/blank.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250729T113000
DTEND;TZID=America/Chicago:20250729T130000
DTSTAMP:20260404T051133
CREATED:20250625T164726Z
LAST-MODIFIED:20250625T164904Z
UID:10000099-1753788600-1753794000@www.criadv.com
SUMMARY:Lunch & Learn: A Practical Guide to Estate and Care Planning
DESCRIPTION:You’re invited to a special in-person event hosted by Always Best Care\, CRI\, The Preferred Legacy Trust National Bank\, and Level Four Financial. Whether making plans for your future or supporting a loved one through theirs\, this session will empower you with practical knowledge and options to make informed decisions. \nAttendees will leave with a better understanding of:\n\nHow long-term care and estate planning intersect and why both are crucial\nTax benefits that come from early and proactive financial planning\nIn-home care and aging in-place options that prioritize independence and comfort\n\nJoin us for a complimentary lunch\, where you can connect with local experts in elder care\, financial planning\, and estate strategy. Plus\, you’ll have the chance to win exciting door prizes! \nSeating is limited! \nSpeakers:\n\nJed Rimmer – Partner\, CRI Advisors\, LLC – Carr\, Riggs & Ingram\nLily Phou – Vice President\, Senior Wealth Strategist – The Preferred Legacy National Trust Bank\nAmanda Mitchum – Business Unit Leader\, Insurance Specialist – Level Four Financial\nErin Rainwater – President and CEO – Always Best Care Senior Services\n\nSecurities offered through Level Four Financial\, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services\, LLC\, an SEC-registered investment advisor. Level Four Financial\, LLC and Level Four Advisory Services\, LLC are independent but related entities.
URL:https://www.criadv.com/event/lunch-learn-a-practical-guide-to-estate-and-care-planning/
LOCATION:CRI Shreveport\, 1000 E Preston\, Shreveport\, LA\, 71105\, United States
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/06/a-practical-guide-to-estate-and-care-planning-events-calendar-image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250909T100000
DTEND;TZID=America/Chicago:20250909T103000
DTSTAMP:20260404T051133
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
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251029T100000
DTEND;TZID=America/Chicago:20251029T120000
DTSTAMP:20260404T051133
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:20251105T110000
DTEND;TZID=America/Chicago:20251105T160000
DTSTAMP:20260404T051133
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:20251113T100000
DTEND;TZID=America/Chicago:20251113T110000
DTSTAMP:20260404T051133
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:20251113T140000
DTEND;TZID=America/Chicago:20251113T150000
DTSTAMP:20260404T051133
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;VALUE=DATE:20251118
DTEND;VALUE=DATE:20251120
DTSTAMP:20260404T051133
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:20251119T113000
DTEND;TZID=America/Chicago:20251119T130000
DTSTAMP:20260404T051133
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;TZID=America/Chicago:20251211T100000
DTEND;TZID=America/Chicago:20251211T110000
DTSTAMP:20260404T051133
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:20251211T140000
DTEND;TZID=America/Chicago:20251211T150000
DTSTAMP:20260404T051133
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:20260115T140000
DTEND;TZID=America/Chicago:20260115T150000
DTSTAMP:20260404T051133
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/New_York:20260129T070000
DTEND;TZID=America/New_York:20260129T100000
DTSTAMP:20260404T051133
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:20260129T140000
DTEND;TZID=America/Chicago:20260129T150000
DTSTAMP:20260404T051133
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/Chicago:20260212T100000
DTEND;TZID=America/Chicago:20260212T110000
DTSTAMP:20260404T051133
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:20260303T140000
DTEND;TZID=America/Chicago:20260303T150000
DTSTAMP:20260404T051133
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
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260317T140000
DTEND;TZID=America/Chicago:20260317T150000
DTSTAMP:20260404T051133
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:20260428T140000
DTEND;TZID=America/Chicago:20260428T150000
DTSTAMP:20260404T051133
CREATED:20260327T152043Z
LAST-MODIFIED:20260327T152043Z
UID:10000116-1777384800-1777388400@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. \nLearning Objectives\nAfter completing this session\, participants will be able to: \n\nIdentify essential financial\, operational\, and leadership competencies for a successful church CFO.\nApply proven sourcing and recruitment strategies to attract qualified mission-driven\, ministry-minded financial leaders.\nEvaluate candidates effectively by assessing both technical expertise and alignment with ministry culture and values.\nStrengthen your selection process with tools and frameworks that ensure confidence and clarity when choosing a CFO.\n\nCPE Information\n\nParticipants will earn 1.0 CPE credits\nField of Study: Personnel/Human Resources\nPrerequisites: None\nAdvanced Preparation: None\nProgram Level: Basic\nDelivery Method: Group Internet Based\n\nRefunds: No fee. For more information regarding refund\, concerns\, and program cancellation policies\, please contact dwood@CRIadv.com. \nAttendance Requirements: In order to be awarded full credit(s)\, you must respond to a minimum of 3 polling questions asked during the program and attend the webinar for a minimum of 50 minutes. Correct poll answers are not required to receive full credit. \nCRI Advisors\, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
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:20260512T140000
DTEND;TZID=America/Chicago:20260512T153000
DTSTAMP:20260404T051133
CREATED:20260302T171821Z
LAST-MODIFIED:20260306T152153Z
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.
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:20260519T140000
DTEND;TZID=America/Chicago:20260519T160000
DTSTAMP:20260404T051133
CREATED:20260401T204804Z
LAST-MODIFIED:20260401T204804Z
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. \nWho Should Attend\nThis session is designed for governmental accountants\, auditors\, and finance professionals who prepare or review government financial statements and want a stronger command of GASB’s reporting entity requirements. \nLearning Objectives\nAfter completing this webinar\, participants will be able to: \n\nIdentify the relevant provisions of the GASB standards for the financial reporting entity\nApply the standards to identify a government’s component units\nIncorporate component units into a government’s financial statements\nClassify trustee and custodial activities that should be reported as fiduciary activities\n\nCPE Information\n\nParticipants will earn 2.0 CPE credits.\nField of Study: Accounting – (Governmental)\nPrerequisites: None\nAdvanced Preparation: None\nProgram Level: Basic\nDelivery Method: Group Internet Based
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
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END:VCALENDAR