CRI Partner Brian Barksdale is scheduled to speak at the GFOAA Summer Conference 2021 on August 12. Brian will provide an update on the Governmental Accounting Standards Board pronouncements, including those that are recently effective, those with upcoming implementation dates and current exposure drafts under consideration by GASB.
CRI Partner Chris Cain will be speaking at the Alabama Bankers Association CEO Bank Exec & Directors' Conference on August 6, 2021 at the Grand Hotel in Point Clear, Alabama. Chris will be speaking on the presence and considerations of cryptocurrency as well as the regulatory guidance that is available.
The "How to Hardscape" podcast hosted by Michael Pletz recently featured CRI Partner Greg Crabtree in an episode discussing Greg's very own books. Both of Greg's Simple Numbers books are discussed in an episode that outlines business financials, salary caps, and debt.
CRI Partner Greg Crabtree was recently featured on the AmiSights Podcast hosted by Ami Kassar, CEO of MultiFunding. In this episode, Greg and Ami discuss CRI's unique approach to "book" management and what makes us stand out among the rest. Listen to the episode here.
Next week, CRI Partner Doug Mims will participate in the Association of Credit Union Internal Auditors' (ACUIA) webinar on July 21, 2021 that covers the Institute of Internal Auditor's (IIA) Three Lines Model. Included in this presentation will be practical applications for financial institutions, the role of internal audit in the implementation of the new model and ongoing [...]
CRI ALBUQUERQUE – Bobbi Hayes/Larry May: Employee Retention Credit – Still Available and More Powerful in 2021
CRI Partners Bobbi Hayes and Larry May will be presenting on the live NASBP webinar covering the Employee Retention Credit (ERC) and its recent expansions. Beyond the basics of expansion, the presentation will cover the requirements for qualification for the credit in 2020 and 2021, calculation, and interaction with PPP loan forgiveness and other credits.
CRI Partner Garrett Shinn has recently joined the Manatee Community Foundation's board of directors for a three-year term. The Manatee Community Foundation focuses on the enhancement of their community through philanthropy, education, and service. Garrett will become an integral part of furthering the endeavors of the foundation and continuing effective roles of leadership.
This week, CRI Partner Bob Steinhardt will be co-presenting on "The Future is Now: Innovative Workplace Solutions" virtual webinar hosted by Livable Buckhead on June 24, 2021. Bob will be presenting on the tax ramifications of having remote workers and participating in a Q&A session at the end of the webinar. Webinar Description from Livable [...]
On June 23, 2021, CRI Partner Doug Mims will be presenting via virtual seminar at the Association of Credit Union Internal Auditors (ACUIA) Annual Conference. Doug's discussion will outline Elder Financial Abuse in the context of the Bank Secrecy Act/Anti-Money Laundering. He will cover the fundamentals of identifying elder financial abuse, current trends, and recent developments in combating [...]
CRI Financial Institutions Partner Chris Cain will be presenting at the Jack Henry & Associates Gulf State User Group Spring Conference at Perdido Beach Resort of Orange Beach, AL tomorrow May 11, 2021 at 8:15 a.m. This session will outline recent updates in the cannabis, hemp & marijuana banking environment including the latest Federal and State of [...]
Greg Crabtree, a partner at CRI, was featured on The Growth Manifesto Podcast on April 22, 2021. The episode entitled "How Entrepreneurs Can Scale Smartly and Profitably," focuses on scaling businesses with intelligent and planned decision making processes as well as profit motivated opportunities.
CRI Partner and author of the "Simple Numbers" book series, Greg Crabtree, recently co-hosted a webinar entitled "Rules for Smart Scaling." This webinar demystifies how to value your business as an investment and teaches two key financial levers: profitability and capitalization.
CRI Partner Bill Dukes recently guest starred on The Exit Exchange podcast co-hosted by David Shavzin and Bob Tankesley. Bill's discussion and involvement in the podcast revolved around the current tax landscape for small businesses and business owners.
CRI Partner Frank Mason recently presented at the monthly Gainesville Chamber Lunch & Learn on April 21, 2021. His discussion highlighted CRI's services, industry specialties, as well as CRI's family of portfolio companies. He discussed Paywerx in-depth and provided info on the service offerings and opportunities.
CRI HUNTSVILLE – Mike Maxson: Simple Numbers | L.E.A.D. – A Guide to Effective One-On-One Coaching Meetings
CRI Partner Mike Maxson recently presented along side the Simple Numbers team on April 6, 2021 to a group of clients and individuals looking to further their knowledge of business-related financials. This specific presentation dove into the important and often untold aspects of leadership and the development of key team members in the workplace.
CRI PANAMA CITY – Ann Marie Sale & Christy Cardillo: Shumaker Chamber Univ. – Employee Retention Credit
Join CRI Partners Ann Marie Sale and Christy Cardillo for a free webinar on April 29, 2021 on the Employee Retention Credit. Participants will learn how to take advantage of this additional CARES Act benefit available to eligible businesses as reimbursement for "qualifying wages."
Recently, CRI Partner Doug Mims and Jim Pihera, Director of ERM for Atlantic Capital Bank provided an overview of how Enterprise Risk Management (ERM) works in practice and the associated role of internal audit for Kennesaw State University students. The presentation included a real world example of the structure and function of ERM at Atlantic Capital [...]
CRI GAINESVILLE – Frank Mason: Chamber Lunch & Learn – Microsoft Teams: So Much More Than Instant Messaging
On March 17, 2021, CRI Partner Frank Mason spoke to the members of the Greater Gainesville Chamber on the importance of Microsoft Teams in the workplace. Throughout his presentation, Frank outlined the various industry specialty areas, service lines, portfolio companies, and other information about CRI.
CRI HUNTSVILLE – Greg Crabtree: The Secret to Business Growth Is Building Up Financial Strength | Podcast
CRI Partner Greg Crabtree recently spoke on March 17, 2021, on the "You're Doing it Wrong" podcast hosted by Mark Henderson Leary. In this discussion about profitability and growth, Greg talks about finding the correct amount of capital needed for a business, learning how to protect your business' money, adjusting marketing efforts to increase sales, [...]
CRI BRADENTON/PANAMA CITY – Christy Cardillo/Ann Marie Sale: The Employee Retention Credit: Is it Right for Your Business?
CRI Partners Christy Cardillo and Ann Marie Sale will be dually presenting a virtual webinar relating to the Employee Retention Credit (ERC) on April 29, 2021 for Shumaker Chamber University of Sarasota, FL. This presentation will dive into what qualifies your business for the ERC and how to take advantage of this CARES Act benefit [...]