Carr, Riggs & Ingram

Mission-Centered Governance: Best Practices for an Effective Nonprofit Board
2026-01-29 14:00 - 15:00 (America/Chicago) | Virtual
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.
This webinar has ended, but you can still view the recording.

Captive Insurance - Walking the Walk
2026-02-12 10:00 - 11:00
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.
Join 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.
Whether 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.
This webinar has ended, but you can still view the recording.

Building and Maintaining Donor Relationships in Your Church
2026-03-03 14:00 - 15:00
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.
This webinar has ended, but you can still view the recording.

Group Exemption Changes: What Nonprofits Need to Know
2026-03-17 14:00 - 15:00
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.

This webinar has ended, but you can still view the recording.

Unlocking Potential: Strategies for Finding Your Church’s Ideal CFO
2026-04-28 14:00 - 15:00
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.
Learning Objectives
After completing this session, participants will be able to:

Identify essential financial, operational, and leadership competencies for a successful church CFO.
Apply proven sourcing and recruitment strategies to attract qualified mission-driven, ministry-minded financial leaders.
Evaluate candidates effectively by assessing both technical expertise and alignment with ministry culture and values.
Strengthen your selection process with tools and frameworks that ensure confidence and clarity when choosing a CFO.

CPE Information

Participants will earn 1.0 CPE credits
Field of Study: Personnel/Human Resources
Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based

Refunds: No fee. For more information regarding refund, concerns, and program cancellation policies, please contact dwood@CRIadv.com.
Attendance 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.
CRI 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.

The Exit Ramp - Navigating the Sale of your Business
2026-05-12 14:00 - 15:30
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.
This 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.
Learning Objectives

Know What Your Business Is Worth: Learn how market assessments, quality of earnings reviews, and business valuations shape buyer perception and deal pricing.
Get Your Financials Sale-Ready: Discover how to clean up your books, improve profitability metrics, and present financials that withstand buyer due diligence.
Protect 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.
Structure 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.
Navigate the Transition: Know what to expect during the handoff period and how to set your business up for continued success under new ownership.
Plan for Life After the Sale: Map out your next chapter with guidance on wealth management, investment strategy, trust planning, and defining your personal legacy.

GASB Reporting Entity Standards: Component Units and Fiduciary Activities
2026-05-19 14:00 - 16:00
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?
Join 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.
Who Should Attend
This 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.
Learning Objectives
After completing this webinar, participants will be able to:

Identify the relevant provisions of the GASB standards for the financial reporting entity
Apply the standards to identify a government’s component units
Incorporate component units into a government’s financial statements
Classify trustee and custodial activities that should be reported as fiduciary activities

CPE Information

Participants will earn 2.0 CPE credits.
Field of Study: Accounting – (Governmental)
Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
