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X-WR-CALDESC:Events for Carr, Riggs & Ingram
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DTSTART;TZID=America/Chicago:20260115T140000
DTEND;TZID=America/Chicago:20260115T150000
DTSTAMP:20260404T033612
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260129T070000
DTEND;TZID=America/New_York:20260129T100000
DTSTAMP:20260404T033612
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:20260404T033612
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
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260212T100000
DTEND;TZID=America/Chicago:20260212T110000
DTSTAMP:20260404T033612
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
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260303T140000
DTEND;TZID=America/Chicago:20260303T150000
DTSTAMP:20260404T033612
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:20260404T033612
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:20260404T033612
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:20260404T033612
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:20260404T033612
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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