It Figures: The CRI Podcast

Jaksot

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  S7:E7 - IT Audits In A Government Environment with Ray Roberts and David Mills 08.04.2026 27min

  This week on It Figures, Ray Roberts and David Mills dive into the critical IT risks facing modern government entities. From evolving cyber threats to the complex rules surrounding IT usage, we explore how public organizations can better navigate the digital landscape. Whether you are looking to strengthen your internal controls or understand the latest regulatory expectations, this episode provides actionable insights for managing technology risks in the public sector. Tune in to learn how to stay ahead of vulnerabilities and protect the communities you serve.Visit CRIadv.com for more.
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  S7:E6 - Associations and Advocacy: Understanding Lobbying Complexities with Phyllis Ingram and Chad Singletary 01.04.2026 22min

  This week, Phyllis Ingram⁠ and ⁠Chad Singletary⁠ pull back the curtain on the world of lobbying and its impact on nonprofit organizations. Ever wondered how advocacy efforts really affect your tax-exempt status? They dive into the history of lobbying expenditures, and break down the essential definitions of lobbying, current compliance requirements, and the specific paths available for nonprofits to engage in advocacy effectively without risking their standing. Tune in to learn how to navigate these complex regulations and what these shifts mean for your industry! For more, visit https://www.criadv.com
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  S7:E5 - Health Care Organization Updates: Key Insights and Actions with David Williams and Derrick Mason 25.03.2026 32min

  In this episode of It Figures, David Williams and Derrick Mason explore how recent legislation is shaking up the healthcare industry! They dive into the impact of Medicaid changes and new Medicare Advantage restrictions while highlighting the massive opportunities within the Rural Health Transformation Program. This conversation breaks down how these funds empower organizations to move beyond rescue care and toward innovative delivery models that improve long term patient outcomes.Whether you are navigating funding cuts or looking to lead the charge in rural health innovation, this discussion provides the strategic roadmap needed for 2026 and beyond.Listen in to learn how to turn these legislative challenges into a competitive advantage for your organization.Visit https://www.criadv.com for more.
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  S7:E4 - Southern Grants Forum 2026: A Honky Tonkin’ Grant Time with Keith Hundley and Holly Williamson 18.03.2026 23min

  This week, join Keith Hundley and Holly Williamson as they share everything you need to know about joining us in Music City for the 2026 Southern Grants Forum!Keith and Holly dive into the logistics you need to plan your trip to the iconic Loews Nashville Hotel from July 13–16, 2026. They break down the essential deadlines and details to ensure you’re ready for the premier grants training event of the year, all while enjoying the vibrant atmosphere of Nashville.Whether you're coming for the professional development or the local charm, Keith and Holly have your ultimate roadmap. Listen in and get ready to join us this July! To register and for more information, visit https://southerngrantsforum.com/
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  S7:E3 - Transition and Succession How Contractors Can Bridge the Age Gap with Dan Sellers and Robert Coker 11.03.2026 27min

  The construction industry is at a crossroads as a massive demographic shift prepares to usher its most experienced leaders into retirement. In this episode, Dan Sellers and Robert Coker dig into the data behind the industry’s widening age gap and what this "silver tsunami" actually means for the future of your firm. We move beyond the statistics to provide business owners with a blueprint for leadership succession and ownership transition.From mentoring the next generation of project managers to structuring airtight long-term exit plans, we're sharing the essential tools you need to bridge the talent divide. Join us to learn how to ensure your business doesn't just survive your departure - it thrives.Visit https://www.criadv.com for more.
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  S7:E2 - Manufacturing & Distribution Industry Update with Sam Clark and Chad Sexton 04.03.2026 35min

  In this episode, Sam Clark and Chad Sexton unpack the high-stakes world of manufacturing and distribution. From supply chain disruptions to labor shortages, the industry is facing a unique set of hurdles that demand smarter, faster decision-making.Sam and Chad share their insights on the specific challenges keeping leaders up at night and provide a practical framework for making the tough calls that drive long-term stability. Whether you’re looking to optimize your shop floor or streamline your logistics, this conversation is packed with the strategic advice you need to navigate today's industrial landscape.Learn more at https://www.criadv.com
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  S7:E1 - Introducing: Capital Markets with Brent Leslie and Michael Corkery 25.02.2026 16min

  Big things are happening at CRI! In this episode, we’re joined by ⁠Brent Leslie⁠ and ⁠Michael Corkery t⁠o discuss the launch of CRI’s new Capital Markets practice. We explore why small-cap and middle-market companies have been traditionally underserved when it comes to IPO readiness and SEC reporting, and how this new service line is filling that gap.Learn more at:https://www.criadv.com
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  S6:E4 - Cybersecurity Awareness 21.08.2025 33min

  In this episode, join CRI’s David Mills and Tyler Mills as they break down key cybersecurity topics every business should understand. From the future of passkeys versus passwords to best practices for patch deployment and strategies for effective backup protection, this discussion delivers practical insights to help safeguard your organization
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  S6:E3 - What Is Transaction Advisory Services? 17.07.2025 41min

  In this episode, CRI’s Jeff Silver, Jeff Hawkins, and Christian Williams offer a refresher on Transaction Advisory Services (TAS)—what they are, who we serve, and why it matters. As more clients move toward eventual exits, it’s critical for partners across the firm to understand the value TAS brings to the table. Tune in for a practical breakdown of the service line and the role it plays in helping clients prepare for what’s next.
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  S6:E2 - GASB and Small Governments 19.06.2025 44min

  As governmental accounting and reporting grow more complex, many are asking whether it’s time for simpler standards for small governments. In this episode, April Shuping, Becky Hammond, and Dean Mead explore the debate around "big GAAP" vs. "small GAAP" in the public sector, weighing the pros and cons of differentiated standards. We’ll also highlight helpful resources from GASB designed to support governments of all sizes.
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  S6:E1 - Let The Grant Times Roll! 29.05.2025 38min

  In this episode, join CRI's Keith Hundley, Sandi Guy, Alyssa Hill, and David Mills as they give a preview of the upcoming Southern Grants Forum taking place this summer in New Orleans.You'll hear what makes this event one of the leading training opportunities for grants professionals, including the key topics being covered, the caliber of speakers and sessions, and the value it brings to grant managers, finance staff, auditors, and others working in the grants space.We also discuss what attendees can expect from the in-person experience, including opportunities for networking and personalized learning. Whether you're new to grants management or a seasoned professional, this forum offers practical guidance and insight to help you stay current and compliant.Tune in to learn why the Southern Grants Forum should be on your calendar this summer.
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  S5:E4 - CPA Pathways to Certification 29.08.2024 47min

  On this weeks episode, join CRI Partners April Shuping, Sandi Guy, and Matthew Montemayor as they explore the American Institute of CPAs' (AICPA) groundbreaking approaches to supporting aspiring CPAs on their journey to certification. They'll uncover how the AICPA is reimagining resources and strategies to help future accountants not only achieve their certification goals but also manage work-life balance effectively. Plus dive into practical tips for contributing positively to office culture, ensuring that new CPAs can thrive both professionally and personally. Tune in for insights that will inspire and inform, whether you’re a student, a recent grad, or a seasoned professional looking to enrich your career and workplace environment. Don’t miss this chance to hear from experts at the forefront of these transformative efforts!
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  S5:E3 - Local Government Opioid Settlement Accounting 23.05.2024 30min

  Over the next 18 years, over $60 billion of opioid settlement funds will be paid to state governments who will be passing some of it through to local governments. Join CRI Partners April Shuping, Becky Hammond, and Dean Mead, as they explain what questions local government finance officers should be asking and the resources available to help them to determine the correct accounting and disclosure for these new funds.
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  S5:E2 - Municipal Bond Underwriting: What's It All About? 09.05.2024 31min

  On this weeks episode, CRI Partner Dean Mead, and Principal Consultant of Muni Credit & Compliance Advisors, LLC, Anne Ross, dive into the common ways that state and local governments raise money to build and improve highways, water mains, and other infrastructures. This episode covers all the basics of what an underwriter is and what it does for government issuers of debt.
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  S5:E1 - CECL Lessons Learned and Opportunities Ahead 04.04.2024 33min

  Aaaand we're back! As we kick off our new season, join CRI Partner, Doug Mims, and Financial Institutions Audit Manager, Jennifer Wilkerson, as they dive into the ins and outs of CECL within Community Banks.
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  S4:E19 - The Financial Data Transparency Act 27.07.2023 29min

  Join CRI Partners Rob Lemmon, April Shuping, and Dean Mead, as they dive into The Financial Data Transparency Act and all that that entails; including requirements, guidelines, and other practical knowledge.
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  S4:E18 - Out with TDRs and in with Loan Mods 13.07.2023 17min

  On this week's episode of "It Figures," join CRI Partners Hillary Collier and Doug Mims, as they look at ways for community banks to better help their customers, and formulate new processes with loan modifications.
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  S4:E17 - Medical Staffing Crisis 06.07.2023 17min

  Join CRI Partner Bryan Hall and Director of Physician Services Georgina Perry, as they discuss the current medical staffing crisis, how administrators can secure talent, and best practices to streamline processes for maximum efficiency.
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  S4:E16 - What Talent Really Wants 29.06.2023 36min

  On this week's episode, CRI Partner Sandi Guy speaks with colleagues Melissa Wyatt and Grant Schumpert about remote vs hybrid work, optimal culture and climate of the workplace, and ways managers can improve communication with their teams.
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  S4:E7 - Cost Segregation and Other Engineered Tax Benefits 28.06.2023 21min

  Join CRI New Orleans Partner, Geoffrey Cover, as he discusses cost segregation and other engineered tax benefits that you can use in your tax planning after you've acquired or considered purchasing real estate.