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EVOLVE - 2024 New England Banking Summit Agenda

Agenda and Resources

Preparing for Your Medicaid DSH Audit: Ten Tips for a Successful Audit

Data governance action plan for higher education leaders

Recently issued accounting pronouncements: Financial services update for March 2024

Explore the possibilities with the tHHS investment management solution suite

Medicare Bad Debt Checklist

Utilization Review Checklist

Operational Benchmarks for Skilled Nursing Facilities

Well-being initiatives for a resilient workforce

2024 Senior Living Summit

Understanding financial statements: A quick reference guide for lenders

Recently issued accounting pronouncements: Financial services update for December 2023

Track your SBITAs for compliance with GASB 96

Benchmark your insitution's performance: CECL allowance analysis

Medicare reimbursement checklist

Recently issued accounting pronouncements: Financial services update for September 2023

CECL model validation guidance

Hospital Summit 2023

Next Year Now. What you need to know for success in 2024

Patient and Family Satisfaction Improvement Project Informational Session

Resources and Recordings

CECL disclosure examples: Tackle financial statement requirements with confidence

Common Reports for Hospital Finance Teams

2024 SNF PPS rate calculator

Increase your company's value: Risk factor analysis tool

Commercial due diligence: prepare for a successful merger or acquisition

State Veterans Homes Operational Benchmarks

Recently issued accounting pronouncements: Financial services update for June 2023

Operationalizing Compliance: 500+ Shades of Grey?

Journal of Health Care Compliance

Recharge 2023: BerryDunn's Annual NFP Event

Presentations and Recordings

MACs Will Audit Five Claims at All SNFs: Reviews Identify Three Trends

Fraud risk management checklist

Well-Being Maturity Model

10 tips for a successful Medicaid DSH audit

2023 Healthcare Leadership Event

Funding sources: Understand the funding sources eligible for Suicide and Crisis Lifeline implementation

Recently issued accounting pronouncements: Financial services update for March 2023

BAAs Have 'Become Almost Noise,' But BAs Were Implicated in Almost Half of 2022 Breaches

Manage a healthcare controller transition

Healthcare provider onboarding checklist

Interim CFO transition guide: What to do when your healthcare CFO abruptly departs

Fake Nurse Diplomas Lead Organizations to Check Licensure; New Process May Be Needed

Medicaid Learning Center Program Catalog

2023 Senior Living Event

Presentations and Recordings

Employee Retention Credit: What your organization needs to know

Closing out opportunity: Strengthening internal controls and preventing fraud in the financial industry

White Paper

Hospital Insights December 2022

Recently issued accounting pronouncements: Financial services update for December 2022

Streamline your tracking: Healthcare system form management

Child Welfare Consulting Services

Assuring Compliance with Federal Governance Requirements for FQHC Boards

New England Banking Event with Stifel and BerryDunn - 2022

Presentations and Resources

Compliance and fraud risk assessment services

Five Hospitals Settle Case Over Exclusions; How Medicaid MCOs Overlooked an Excluded Provider

Recently issued accounting pronouncements: Financial services update for September 2022

Hospital Event 2022

Presentations and Recordings

Next Year Now. What you need to know for success in 2023

Presentations and Recordings

Diversity, equity, and inclusion: Reflections from an auditor

Lease implementation organizer

How to use internal controls to help prevent fraud, waste, and abuse while improving auditability

BerryDunn and UMaine Business School delve into practical well-being solutions

National Healthcare at Home Employee Retention Project

Revenue cycle outsourcing checklist

SAS 136: Employee benefit plan audit changes and new management responsibilities

Working with BerryDunn: Outsourced Accounting Services

Recently issued accounting pronouncements: Financial services update for June 2022

Employee Benefit Audits: Outlook 2022

Presentations and Recordings

Buying or selling a behavioral health practice? Here are some questions to consider.

Annual Not-For-Profit Educational Event: Recharge 2022

Presentations and Recordings

National Healthcare at Home Best Practices and Future Insights Study Results

Healthcare Leadership Seminar 2022

Presentations and Recordings

Employee Retention Project

CECL documentation checklist

CECL adoption infographic

SOC report review checklists

SEC proposes rules on cybersecurity risk management, strategy, governance, and incident disclosure 

Recently issued accounting pronouncements: Financial services update for March 2022

What businesses need to know about cybersecurity in 2022

How to ease the pain of year end

Contract lifecycle management: What you don't do will cost you

Submit a question to our Financial Services Practice Group

Senior Living Event 2022

Presentations and Recordings

Becoming Stronger Together by Focusing on Well-Being

Presentation

Recently issued accounting pronouncements: Financial services update for December 2021

Medicare Final Rule for CY 2022: Physician Fee Schedule 

Sarah Bellievau speaks with Forbes about the future of tax and audit processes

Insurance Agency Valuation Trends

Medicare Final Rule for CY 2022: Outpatient Prospective Payment System (OPPS) and Ambulatory Surgical Center Payment

2021 New England Banking Seminar

Presentations and Recordings

BerryDunn audience survey: Help us serve you better!

Creating a winning playbook: CECL accounting methodology

E-Book

Healthcare analytics consulting services

The Year Ahead: BerryDunn's Fall Hospital Event 2021

Presentations and Recordings

Next Year Now: BerryDunn's Commercial Industry Educational Event

Presentations and Recordings

Recently issued accounting pronouncements: Financial services update for September 2021

PEPPER Checklist

Medicare Final Rule for FY 2022: Inpatient Psychiatric Facility (IPF) Prospective Payment System

Medicare Final Rule for FY 2022: Inpatient Rehabilitation Facility (IRF) Prospective Payment (PPS) 

Medicare Final Rule for FY 2022: Inpatient Prospective Payment System (IPPS) and Long Term Care Hospital (LTCH) Rates 

E-book: Telehealth in Corrections

Factors Affecting the Value of Construction Companies

Not-for-Profit Insights June 2021

Value Acceleration: Increase Business Value and Liquidity

Recently issued accounting pronouncements: Financial services update for June 2021

Skilled Nursing Facility Operational Benchmarks

Top 5 SUD myths you need to debunk now!

Annual Not-For-Profit Educational Event: Recharge 2021

Presentations and Recordings

DOL and ERISA compliance: Retirement plan provisions

Infographic

Employee benefit plan fiduciary responsibility

Infographic

Surprise examinations: Valuable services for investment advisers

FDICIA compliance: Preparing for $1 billion in assets

Infographic

National Healthcare at Home 2021 Best Practices and Future Insights Study

Employee benefit plan provisions checklist

Not-for-Profit Insights March 2021

Internal control over financial reporting: COSO best practices

Summary of reporting requirements for recipients of HHS Provider Relief Funds (PRF) for not-for-profits

Senior Living Insights March 2021

Top 5 HIPAA myths you need to debunk now!

Lease accounting overhaul: Are you ready?

Accounting treatment of Other Real Estate Owned (OREO): Still important to your financial institution

CMS: New Addendum Is Required for Non-Covered Services as a Hospice Condition of Payment

Lease accounting: A practical guide to implementation

FDICIA compliance: Preparing for $500 million in assets

What your bank needs to know

Higher Education Consulting Services

2021 Senior Living Industry Update

Presentations and Recordings

Are you asking the right questions about your employee benefit audit?

Checklist

Audit excellence: hard skills or soft skills?

Standard, premise, and level of value in business valuations

2020 What's new in New England banking?

Presentations and Recordings

Next Year Now: What You Need to Know for Success in 2021

Presentations and Recordings

Construction in the Granite State during COVID-19

Offender management system planning tool

The effect of COVID-19 and the lockdown on private construction company value

Mainebiz Work for Me: BerryDunn Profile

Not-for-Profit Education Session—Recharge 2020

Presentations and Recordings

On-Demand Webinar: Improve your cash flow: Optimize Skilled Nursing Facility consolidated billing

ASC 842 implementation infographic

Lease classification infographic

2020 Annual Nursing and Assisted Living Update

Presentations

Tax resources for emerging businesses

Tips for reviewing management's financial projections

Presentation

Implementation of FASB ASC Topic 606 using the modified retrospective transition method

Checklist

Energize Your Business with BerryDunn: Waltham Event

Presentations

Five PDPM pointers and reimbursement opportunities you may have missed

As seen in the AMBR Billing Alert for Long-Term Care

Consolidated billing made simple

As seen in the AMBR Journal

How parks and recreation can support mental health initiatives

As seen in NRPA's Parks & Recreation Magazine

2019 What's New in New England Banking?

Presentations

PDPM is here. Now what? Find out with our checklist.

Effective tax strategies in the sale of a business

Next Year Now: What You Need To Know For Success In 2020

Presentations

Police work schedule tools

Power of the PMO: Mastering Modularity

On-Demand Webinar: Skilled Nursing and the Patient Driven Payment Model Part II

Using industry benchmarks to establish secure negotiating positions for merger and acquisition purposes

White Paper

Keeping water under the keel: Increasing business value by decreasing risk

Published in Construction Accounting and Taxation 29, No. 4 (2019) Thomson Reuters/Tax & Accounting

One year in: Tax reform impact and planning strategies

Presentation

On-Demand Webinar: Skilled Nursing and the Patient Driven Payment Model Part I

Elevate Your Board Education Session

Presentations

Annual Not-for-Profit Education Session 2019

Presentations

When do you need an employee benefit plan audit and who should do it?

K–12 agencies: Find out how you compare

Assess your business and technology challenges

Key steps for business sales preparation

E-Book

What if you could help your team and residents better manage through change?

Presentation

6-point audit checklist

2019 Senior Living Event

Presentations

2018 Portland Board Member Event

Presentations

2018 What's new in New England banking?

Presentations

Managing through change

Presentation

What you need to know for success in 2019

Presentations

Long-term care revenue cycle optimization

E-Book

A personal data primer: How higher education institutions can prepare for the GDPR

Checklist

Revenue recognition: Evaluation of customer agreements

2018 Annual NFP Seminar

Presentations

Growth brings changes to internal control and audit requirements: Complying with FDICIA

The ins and outs: Audits under FDICIA

Tax Cuts and Jobs Act Retirement Plan Provisions

Presentation

Ready to learn more about planning for retirement?

Information Technology Master Plan for the University of Nevada, Las Vegas

IT Strategic Plan for the University of Rhode Island

Innovative and sustainable technology planning for senior living

Presentation

When should your bank send a 1099-A or 1099-C?

Generational perspectives on savings

Presentation

New technology, old processes, inconsistent results: Sound familiar?

Presentation

Strengthening internal controls to mitigate your risk of fraud

White Paper

What is a Fit-Gap Analysis?

How to manage technology risks: A project management approach

Document retention schedule: Know when to hold 'em

Record Retention Guidelines

Are you getting a quality audit? Here's how to tell

FDICIA requirements for banks with total assets* of $500 million to $1 billion

Part 363 (Title 12 U.S. Code of Federal Regulations)

FDICIA reporting requirements for banks with total assets of $1 billion or more

Part 363 (Title 12 U.S. Code of Federal Regulations)

Lessons learned: Access monitoring plan, SUD waiver, long-term support services

Presentation

Investments vs. endowments: Understanding the difference

The ABC's of revenue recognition implementation: Three directions to take

The Interlocal Purchasing System (TIPS) cooperative contract

Contract Vehicle

Executing organizational strategic direction

Presentation

Parks and recreation supporting mental health

Presentation

Knowledge management: How deep is your bench of knowledge?

Presentation

Technology project keys to success

E-Book

Child Welfare Financing

Public Health Financing

Substance Use Disorder (SUD) Funding

Accounting, Auditing, and Financial Reporting: Legal Marijuana

National Healthcare at Home 2021 Best Practices and Future Insights Study: Steering Committee

Auditing Next Generation Technologies: Disruptive Technology and the Auditor

Revenue Cycle and Clinical Informatics: Dynamic Duo

The Clinically Driven Revenue Cycle

The Kinetic Revenue Cycle

Arizona contract vehicles

NASPO ValuePoint Cooperative Contract

Headquarters location update

Commonwealth of Massachusetts contract vehicles

Valuation of Private Companies: A Tool for Financial Advisors

Employee Referral Bonus Program

Medicaid Basics Courseware

Medicaid Information Technology Architecture (MITA) Courseware

Health Information Technology (HIT) Courseware

Healthcare Reform Courseware