CRI Partner David Sietsma will participate in the Opportunity Zones Expert Panel Discussion on August 27, 2019 at The Ring Workspace. The panel will discuss where the zones are, specific rules that govern these investments, pros and cons of opportunity zone investments, and which types of investors should consider opportunity zone investments. Register here to [...]
Carr, Riggs & Ingram Birmingham would like to congratulate Amanda Vandegrift on recently passing the Certified Regulatory Compliance Manager (CRCM) exam. We are proud to have you on the CRI team!
CRI ENTERPRISE – Keith Hundley: 2019 Southeast Association of Community Action Agencies Annual Conference
CRI Partner Keith Hundley is joining the Southeast Association of Community Action Agencies for his sixth year as a speaker at their Annual Conference. During the 3-day conference, he will present two sessions. The first will be Back to Basics: Fund and Accrual Accounting followed by Procurement Issues and the Uniform Guidance. The Southeastern Association of Community Action [...]
CRI Partner Keith Hundley is presenting at the Oklahoma Community Action 2019 Annual Conference at the Westin in Oklahoma City, OK, on September 18, 2019. Community Action Agencies are managed by local, volunteer boards of directors. A Community Action Board of Directors must include low-income residents as well as private and public sector representatives. Community Action [...]
CRI Partner Scott Bailey is speaking at the 2019 NCCIA Conference on August 22, 2019. The presentation will cover what makes a great captive board of directors and will be followed by a panel of government experts answering key questions about how to build the ideal board of directors.
CRI Partner Steven Lorady was selected to serve as the Conference Committee Chair for 2020 for the Tennessee Captive Insurance Association. We are very proud of Steven for stepping into this role in the industry, and excited for what is to come to TCIA in 2020!
CRI Partner R. A. Bobbi Hayes will present a break out session at the Construction Management Financial Association's Lonestar Conference in San Antonio, TX on September 19, 2019. The Lonestar Conference is the regional conference for CFMA and includes all the Texas CFMA chapters. Her topic will be Implementing the New Leasing Standards for Contractor [...]
CRI Partner Debbie Goode serves as the Campaign Chairwoman for United Way of Brevard. Their 2019 Workplace Campaign raised $6.9 million which was a 3.4% increase from the previous year. We are proud of Debbie and all of the positive change she is helping facilitate in her community. You can read more about their campaign [...]
CRI Partner Louise Anderson presented a Business and Accounting class for artists of all genres and arts organizations at The Art Studio in St. Augustine Beach, FL on May 23. Her workshop covered topics such as forming an entity (corporation, LLC, partnership, etc.), expense deductions, record keeping, useful tools, and more.
CRI Supervising Senior Robert Madison receives the Certified Valuation Analyst (CVA) designation.
CRI Partner Doug Mims is presenting Currency Transaction Reporting, Documentation, and Monetary Instruments at the Georgia Bankers Association's BSA Experience on Tuesday, August 20, 2019. This experience is designed to take BSA officers, compliance officers, risk management officers, internal auditors, and their teams through all topics that support an effective BSA program. A financial institution is [...]
CRI Manager Matt McDaniel receives the Associate in Captive Insurance (ACI) designation.
CRI Partners Robert Lemmon and April Shuping will present at the Florida Government Financial Officers Association Annual Conference. This conference is a multi-day event covering a variety of accounting topics that are specifically applicable to governmental entities in Florida. Their session will discuss some key factors to be considered when accounting for estimates and will go into [...]
CRI Partner Christy Cardillo will participate in a panel discussion related to Qualified Opportunity Zones in Sarasota County on April 24, 2019, at 8 a.m. at the Payne Park Auditorium. This will be a general discussion about QOZs. The panel includes Shay Atluru, President/CEO of DTC, Inc. as Moderator; Christy Cardillo; Steven Stancel, General Manager of Economic [...]
CRI Partner Brian Barksdale will speak at the regular meeting of the Trussville, AL Daybreak Rotary Club on April 3, 2019. He will present on fraud in business, focusing on prevention and detection procedures.
CRI partner Christy Cardillo will join other Manatee County professionals to present an Informational Session surrounding Opportunity Zones on February 25, 2019. They will present on how the community can benefit from this new tax law, how to invest, and where investments can be made.
CRI partner Brian Barksdale will present Municipal Budgeting: A Balancing Act at the Alabama League of Municipalities Annual Convention on May 6, 2019. He will review the importance of proper financial budgeting for municipalities and the impact on city management decisions and actions.
CRI Partners Robert Coker, Larry May, and Britt Campbell will be presenting at the Construction Financial Management Association's Southeastern Regional Conference on April 26-27 in Chattanooga, TN. Their presentation will focus on fraud in the construction industry.
CRI Partner Ann Marie Sale will present a Disaster Loss Tax Workshop at Lynn Haven United Methodist Church on Sunday, January 27, 2019. She will discuss how to maximize your tax benefits in 2019.
CRI Partner Hardy Foreman will be speaking alongside Joe Kane at the UL Coleman monthly staff meeting on January 25, 2019. They will present information on cost segregation, energy efficiency studies, federal and state historic tax credits, and opportunity zones.