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Returned 682 Results

Press Releases

BerryDunn Expands Healthcare Industry Offerings with VantagePoint Merger
01.04.21
BerryDunn Unveils New Logo, Refreshed Brand
12.03.20
Forbes Again Ranks BerryDunn Among Top US Tax Firms
12.01.20
BerryDunn client, IBT Online, recognized by Commerce Department for expanding US exports
11.12.20
BerryDunn's Heller to Speak on Ways Parks and Recreation Programs Can Support Mental Health
10.27.20
BerryDunn Adds to its Reimbursement Consulting Expertise in Healthcare
10.02.20
10 Years and Running―BerryDunn Once Again a Top 100 Firm
08.18.20
BerryDunn Again a Top-50 Construction Accounting Firm
08.12.20
BerryDunn Adds Expertise to Healthcare Group
08.11.20
United Way of Greater Portland Announced Racial Equity Fund
08.03.20
BerryDunn Announces Location of New National Headquarters
07.27.20
BerryDunn Announces Leadership Promotions and Appointments
07.01.20
BerryDunn Principal Tracy Harding to Chair National AICPA Board
06.30.20
BerryDunn Selected by NESCSO to Provide Training and Leadership Development Resources
04.28.20
Cameron A. Scott Earns CEPA Designation
12.13.19
BerryDunn Wins People's Choice Award from Stay Work Play NH
10.23.19
Paradis and Wilson join BerryDunn's Growing Parks and Recreation Practice
10.15.19
Katherine P. Whitehead Earns Prestigious CEPA Designation
09.06.19
BerryDunn Ranked a Top-50 Construction Accounting Firm
08.19.19
BerryDunn Merges with Rodman CPAs
06.27.19
Cameron A. Scott Joins BerryDunn in Growing Valuation Services Group
06.20.19
Nicole Shaffer Named 2019 APMP 40 Under 40 Recipient
06.14.19
BerryDunn Names Barbara Heller to Lead Parks and Recreation Practice
06.03.19
AICPA Names BerryDunn's David Stone as Winner in the 2018 Elijah Watt Sells Award
04.23.19
BerryDunn Names Recent Hires April 2019
04.04.19
Accounting Today Ranks BerryDunn as 7th Fastest-Growing Firm in the US
03.15.19
BerryDunn Names Recent Hires January 2019
01.07.19
BerryDunn Names Recent Hires October 2018
10.01.18
BerryDunn Makes IPA's Top 100 for the Eighth Consecutive Year
08.01.18
BerryDunn Principal Honored with Women to Watch Award
12.21.17

Webinars

2021 Home Health & Hospice Compliance Work Plans
02.22.21
Managing Risks in Construction Contracting and Accounting in 2021: Get the tools you need to succeed
01.14.21
Victim Notification: A Requirements Case Study
12.03.20
Navigating a New Offender Management System Solicitation
11.05.20
Maryland Education Enterprise Consortium
10.08.20
Victim Notification Requirements
10.05.20
Family Business Forum: Challenges and Successes of the 5G's (Generations)
10.01.20
Employee Benefit Audits: comply with confidence and meet fiduciary requirements
09.30.20
Community Co-Production Policing Webinar: A Model for Reform
09.30.20
The Kinetic Revenue Cycle
09.30.20
Accounting Updates + Impact on Your Organization
09.24.20
Tax Update: Top 5 Opportunities of the CARES Act
09.24.20
Business Valuation: Long-Term Planning and Resilience
09.24.20
Revenue Cycle Optimization is the Question. Is Outsourcing the Answer?
09.09.20
Environmental Justice, Social Welfare, and Energy Infrastructure
09.02.20
Gain Control: BerryDunn Value Acceleration
07.23.20
PPP and How to Qualify for Loan Forgiveness: MaineBiz Webcast
06.11.20
Vendor management: You may be in the cloud, but you still can't outsource accountability
04.15.20
The Paycheck Protection Program: Mainebiz Webcast
04.08.20
Improve your cash flow: Optimize Skilled Nursing Facility consolidated billing
02.04.20
Demystifying Value Based Contracting: Key Steps To Empower Your Organization
10.03.19
Understanding and Maximizing Police Patrol Work Schedules: A BerryDunn Webinar
09.11.19
Skilled Nursing and the Patient Driven Payment Model Part II: ICD-10 Training Webinar
08.15.19
Skilled Nursing and the Patient Driven Payment Model Part I: ICD-10 Training Webinar
06.18.19
The Impact of Wayfair: HLB International Tax Webinar
12.18.18
PCI: Do You Comply? A BerryDunn Webinar
10.25.18
Hospital Leadership Webinar Series
04.10.18
UAS Drone Program: A BerryDunn Webinar
01.23.18
ACA Employer Update: A BerryDunn Webinar
01.17.18
Tax Legislation Update 2018
01.08.18
Cut Through the Clutter: Cost Reporting and How it Drives Hospital Reimbursement
06.01.17
Building the Foundation for Academic Success
04.26.17
Understanding the Top Risks in Education
02.17.17
Fraud and Internal Controls: Strategies for Managing Your Assets
12.16.16

Seminars & Events

2021 Senior Living Update: Stay Ahead of the Curve
01.19.21
What's New in New England Banking
11.12.20
TANE's 2020 Online Accounting Seminar
10.27.20
Next Year Now: What You Need to Know for Success in 2021
09.24.20
Annual Not-for-Profit Education Session
05.18.20
Gain Control: BerryDunn Value Acceleration Series
04.23.20
BerryDunn Value Acceleration Series
04.16.20
Annual Nursing and Assisted Living Update: Client Exclusive Event
01.08.20
Energize Your Business with BerryDunn
11.07.19
What's New In New England Banking?
10.17.19
Next Year Now: What You Need To Know For Success In 2020
09.19.19
Be the Most Effective Board Member You Can Be
12.12.18
Gaining Momentum in our New Tax Environment - Breakfast Briefing
05.17.18

Conferences & Tradeshows

California Society of Municipal Finance Officers (CSMFO) Annual Conference
02.16.21
HFMA MA-RI Annual Revenue Cycle Virtual Conference
01.22.21
NAMD 2020 Virtual Conference: Together Towards the Future
11.09.20
Oklahoma Recreation and Parks Society (ORPS) Virtual Annual Conference
11.02.20
2020 NRPA Annual Conference
10.29.20
EACUBO Annual Meeting
10.20.20
MHCA Fall Health Care Conference & Expo
10.13.20
2020 National Association for State CIOs (NASCIO) Annual Conference
10.12.20
LeadingAge Maine & New Hampshire Virtual Conference & Expo
09.30.20
Achieving Equity in Health Care: A Vermont Association of Hospitals and Health Systems (VAHHS) Virtual Meeting
09.24.20
Texas Association of Government IT Managers (TAGITM) Annual Conference
09.01.20
Mass Senior Care Association 2019 Annual Meeting and Trade Show
11.14.19
LeadingAge Annual Meeting and Expo
10.27.19
70th Annual AHCA/NCAL Convention and Expo
10.13.19
Telephone Association of New England Training
09.25.19
Pennsylvania Health Care Association (PHCA) Annual Convention and Trade Show
09.24.19
VHCA-VCAL Annual Convention
09.23.19
Virginia Recreation and Park Society (VPRS) Annual Conference
09.07.19
NIGP Annual Forum
08.25.19
AAMVA International Conference
08.20.19
MESC 2019
08.19.19
Building Officials Association of Texas (BOAT) Annual Conference
08.06.19
NECA Classroom Training
08.06.19
NASVH Summer Conference
08.05.19
NACUBO Annual Meeting
07.13.19
Financial Managers Society Forum
06.25.19
Community Colleges of Arizona IT Symposium
06.24.19
Arizona Women Leading Government Annual Conference
06.20.19
AICPA ENGAGE
06.13.19
National Center for State Courts (NCSC) e-Courts Conference
12.10.18
National Association of College and University Business Officers (NACUBO) Annual Meeting
07.21.18

Speaking Engagements

New Hampshire Bankers Association
10.28.20
2020 EDUCAUSE Annual Conference
10.26.20
2020 Texas Society of Certified Public Accountants Governmental Accounting and Single Audits Conference
09.28.20
2020 Phoenix Security & Audit Conference (PhxSAC)
09.17.20
Maine Digital Government Summit
09.15.20
National Recreation and Park Association (NRPA) Directors School
08.18.20
NAHDO Annual Conference
08.17.20
Justin Morren speaking on Solar in Maine: What you need to know about investing in solar in Maine
12.12.19
John Snowden speaking on Marketplace Modernization and Health Reform
12.10.19
Barbara Heller speaking at the NRPA Directors School, helping leaders learn how to improve operations and maximize positive impact on their communities.
08.18.19
PDPM: ICD-10 Diagnosis Coding and Implications for the Revenue Cycle
08.13.19
Independent Owners/Operators Meeting
08.13.19

Videos

One IT: Trials, Tribulations, and Successes
10.26.20
Elements that make cross-institutional communication more successful
08.07.20
Building value in times of uncertainty: The impact on exit planning
06.17.20
Tips for institutions to identify opportunities to improve their systems and processes
02.25.20
Accounting Solutions for Long-Term Care Organizations
03.04.16

Podcasts

Higher Ed IT: Supporting Stakeholder Needs
01.05.21
Employee Well-being and Trends in Higher Education
12.21.20
Higher Ed IT risk management: Minimize the impact of COVID-19
12.01.20
Higher Ed IT applications: The impact of COVID-19 and key operational strategies
10.26.20
Top three things Higher Ed IT leaders should consider in a virtual environment
10.01.20
Medicaid certification considerations: A discussion about Outcomes-Based Certification
09.16.20
Change management and key implementation considerations for Higher Ed leaders
09.11.20

Resources

2021 Senior Living Industry Update
Presentations and Recordings
Are you asking the right questions about your employee benefit audit?
Checklist
COVID-19 Resource Center
Audit excellence: hard skills or soft skills?
Standard, premise, and level of value in business valuations
2021 SNF PPS rate calculator
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
Revenue cycle outsourcing checklist
Construction in the Granite State during COVID-19
Offender management systems planning tool
Revenue recognition: Be prepared to be successful
Guide
Lease accounting: A practical guide to implementation
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
Value acceleration: The gas pedal for the value of a business
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
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
Lease accounting overhaul: Are you ready?
Accounting treatment of Other Real Estate Owned (OREO): Still important to your financial institution
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 Annual Banking Seminar
Presentations
Managing through change
Presentation
The new not-for-profit reporting standard: A practical guide to implementation for healthcare providers
Guide
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 new not-for-profit reporting standard
White Paper
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
CECL is coming: Are you ready?
E-Book
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?
Closing out opportunity: Strengthening internal controls and preventing fraud in the financial industry
White Paper
The ABC's of revenue recognition implementation: Three directions to take
The Interlocal Purchasing System (TIPS) cooperative contract
Contract Vehicle
Lessons learned: Access monitoring plan, SUD waiver, long-term support services
Presentation
Key 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
Part 363 (Title 12 U.S. Code of Federal Regulations)
State of Texas Department of Information Resources (DIR)
Contract Vehicle
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
Investments vs. endowments: Understanding the difference
Technology project keys to success
E-Book
Executing organizational strategic direction
Presentation
Parks and recreation supporting mental health
Presentation
Knowledge management: How deep is your bench of knowledge?
Presentation
Recovery Advisory Team: Gain control of challenges and opportunities
Accounting, Auditing, and Financial Reporting: Legal Marijuana
Child Welfare Financing
Public Health Financing
Substance Use Disorder (SUD) Funding
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

Success Stories

A CCRC aligns its vision and strategic technology goals

Anticipating shifting resident expectations and continued industry competition, this CCRC understood that technology would play a key role in their future success. BerryDunn helped the CCRC optimize and streamline their systems with a strategic technology plan.


A financial institution gets the upper hand on regulatory requirements and IT security

A bank was able to demonstrate its commitment to security and risk management to its board and regulators.


A healthcare client gains control of their ACA processes

An employer with many part-time and variable hour employees needed to determine who was considered full-time under Affordable Care Act (ACA) standards and its potential exposure to ACA penalties. BerryDunn helped the client set up ACA tracking and reporting software and avoid potential ACA penalties.


A healthcare system selection process

A healthcare system asked us to meet with physicians, administrators, and staff to gain their perspectives on what was needed in new electronic health record (EHR) and practice management software, and to facilitate a start-to-finish process in selecting a vendor.


A retiring owner gained confidence he would have sufficient liquidity and a smooth succession

By developing a clear plan, a family business makes a smooth transfer of ownership to the next generation.


A risk assessment and systems replacement of a midwestern state's department of public safety

A modern data exchange solution for law enforcement and criminal justice agencies 


A skilled nursing and assisted living facility enhances new EHR capability for ongoing improvement

BerryDunn designed, created, and executed a process to enable cross-departmental adoption of EHR and integrated paper documentation processes. 


A strategic technology plan helps a Critical Access Hospital stay technologically viable

BerryDunn built a comprehensive plan to modernize and streamline technology so a Critical Access Hospital could meet its current needs and prepare for the future.


ACH wire fraud: BerryDunn helps limit the damages and piece together what went wrong

A company discovered it had been a victim of wire transfer fraud. BerryDunn’s data forensics team helped limit damages and figure out what went wrong.


Actuarial support for an association health benefit plan

An association providing health insurance for approximately 25 employers and 2,100 employees, needed help with its annual health insurer renewal process.


Amidst COVID-19, a park district develops an equitable, modern organizational vision

Analytic support for an Accountable Care Organization

An Accountable Care Organization (ACO) needed better access to, and analysis of, their data.


Averett University IT effectiveness

Averett University sought to better manage IT services at its regional learning centers, to engage the right stakeholders in planning for evolving IT needs, and to find the right balance of technical, management, and leadership skills in a small IT department.


Balancing transparency and privacy

Improving transparency and analytical utility of publicly available healthcare data.


Benchmarking and development fee analysis for a city

A city wanted to assess the development fees of comparable municipalities in order to find appropriate and competitive fees.


Benchmarking and valuation analysis for a regional bank

A regional bank seeking to increase non-interest income had identified two service companies for potential purchase. We helped them see the bottom line more clearly.


Benchmarking study helps owners decide whether to sell or stay

A benchmarking study and valuation help a company’s owners decide whether to sell or grow.


Building buy-in during system replacement

City leadership delivers effective change management during complex system replacement 


Business process analysis at a large graduate school

A state graduate school with over 15,000 students was using multiple processes to submit, track, and approve student requests and submissions. The university wanted to improve business processes and establish system requirements to help determine next steps for finding a single system to meet their needs.


Business process improvement at a LTPAC health system

A multi-campus, long-term/post-acute care (LTPAC) health system had recently implemented new electronic health record, billing, and financial software, but was not yet making full use of system functionality. BerryDunn helps them improve business processes, reduce redundant/manual steps, and leverage full-system functionality. 


Business process improvement strengthens system functionality

A not-for-profit organization was in need of improved business office operations to perform work more efficiently, eliminate time-consuming tasks, and enhance the performance of the business office team. By facilitating change while directly involving the staff, BerryDunn helped to eliminate redundant and manual steps, and increased the use of system functionality.


Business process mapping for a community services board looking for a better approach to helping those in need

A disciplined approach to increase efficiencies and meet rapid growth in a highly regulated arena.


California western school of law process mapping for successful ERP planning

California Western School of Law needed to better understand and optimize their current processes and operations in preparation of a critical Enterprise Resource Planning systems replacement.


CCRC streamlines technology use with a sustainable IT environment

A plan was developed that matched the vision of the community and was built for future project success.


Choosing a user-friendly CAD/RMS system

Providing a multi-agency, multi-jurisdictional public safety client with independent system selection assistance and implementation oversight.  


Community development system upgrade helps a city streamline processes

A city wanted to upgrade its legacy community development system to support their planning, permitting, inspection, and code enforcement processes.


Community development system upgrade meets a city's wide-ranging needs

A small town wanted to find a robust replacement for its outdated community development system.


Cost report modeling for a large healthcare provider organization

A healthcare provider neglected to monitor its annual operations related to their reimbursement rates, which resulted in a substantial payback at year-end. BerryDunn helped them adjust operations to maximize reimbursement and revise compensation policies to optimize reimbursements and avoid year-end surprises.


Cost segregation study to support a new construction project

A New England assisted living and memory care facility owner wanted to offset increased construction costs. BerryDunn helped the client maximize tax savings by identifying assets with shorter lives and depreciating them over shorter time periods.


Creating a continuum of care for substance use disorders

BerryDunn’s Medicaid consulting team worked with BMS and the state to develop a 1115 waiver to allow the state to gain increased federal funding as they develop streamlined treatment and coordinated care strategies targeting substance use disorders (SUD). 


Creating efficient and effective processes: A state agency's business process evolution

Mapping complex business processes to chart a path toward an optimal future environment


Data management and governance for a state health and human service agency

We help a state Health and Human Services (HHS) agency to identify, document, and standardize information from over 160 databases.


Data management supports medicaid services and operations

Developing a solid data foundation to support decisions and organizational operations of Medicaid agencies


Enhanced internal control helps growing bank comply with regulatory requirements

A growing bank approaching the threshold for a FDICIA ICFR audit gained confidence that its documentation of internal control would withstand the rigors of regulatory scrutiny.


ERP assessment for a public research university

BerryDunn’s higher ed consulting team provided actionable steps to prepare a university's IT environment, business areas, and leadership with efforts to transform their ERP environment.


ERP implementation helps city consolidate and modernize

Comprehensive project management through system implementation for successful outcomes.


ESOP minimizes goodwill by applying valuation technique

The construction company acquired a large specialty contractor, which presented the challenge of understanding the valuation and accounting for differences in value affected by the ESOP’s non-taxed status.


Executive recruiting for a healthcare organization

A healthcare organization needed to restructure their finance department and prepare for the retirement of their CFO. BerryDunn helped them assess their needs, implement a departmental restructure, and secure a highly-qualified replacement for the outgoing CFO.


Feasibility studies to help an assisted living facility plan for the future

An assisted living provider was facing declining census due to aging facilities. They needed to build a new facility or cease operations. 


Financial institutions gain control of accounting for troubled loans

Two New England financial institutions benefited from working with BerryDunn bank specialists to gain the knowledge they needed to account for their troubled loans correctly, thereby saving the bank the costs of having an outside firm conduct the review and gaining control over their own methodology.


Financial modeling for an accountable care organization

A pilot accountable care organization (ACO) comprised of five health care delivery systems and four commercial health insurance carriers needed to develop a common ACO financial framework. 


Finding the optimal plan design for a law firm

The fiduciary of a Portland law firm’s 401(k) profit sharing plan was concerned that the plan was no longer up to date and might not be providing the best savings opportunities for the firm’s partners. BerryDunn’s Retirement Plan experts helped him determine the best course of action.


Flexible outsourced accounting solutions enable company to optimize their back office operations

A real estate developer gets the outsourced accounting and back office support they need to thrive.


GLBA assessment for Ohio University

BerryDunn’s higher education consulting team conducted security risk assessments for three departments that needed to achieve GLBA and NIST compliance. Our team helped the university prioritize remediation plans.


Government technology improvements for a city

A growing city wanted to optimize its technology investment over the long-term. BerryDunn helped the city understand the current state and built a strategic plan that would ensure efficient and effective use of technology to better serve the city’s citizens.


Health insurance marketplace: West Virginia's path to becoming a partner in the federally-facilitated marketplace

Expert guidance in selecting a best fit health insurance Marketplace model 


Health system improves technology use

MaineGeneral Health, a large integrated healthcare system in Maine, called on BerryDunn's IT consultants to to stabilize its information systems and services and optimize the use of its current technology.


Helping a large university build a sustainable approach to manage IT services

BerryDunn IT consultants helped the Division of Business Affairs (BA) at a large public university find effective management solutions to enhance service level expectations and meet the growing needs of their IT customers. 


HIPAA compliance assessment at a senior living health system

A senior living health system needed to assess their policies and procedures for compliance with the HIPAA Security Rule. BerryDunn helped them gain insights into their IT security and compliance gaps and implemented controls to mitigate their risk of HIPAA violations.


HIPAA risk assessment helps a CCRC strengthen its compliance

A Continuing Care Retirement Community (CCRC) wanted to gain a better understanding of HIPAA in healthcare operations. BerryDunn helped the CCRC prioritize short- and long-term efforts to strengthen compliance based on risk level and cultivate a culture of continued training and awareness to improve compliance among the workforce.


Hospital eliminates unneeded filing

BerryDunn's knowledge of the hospital regulatory environment helped a Maine hospital eliminate an unneccessary filing, helping the hospital finance staff gain time and efficiency. The hospital had been preparing the filing for over 20 years.


Hospital seeks to integrate EHR across multiple locations

A comprehensive approach to successful EHR implementation.

09.16.20
Hospital successfully implements a system reorganization

BerryDunn guided management through the first audit under federal grant requirements and provided tools to assist management in developing its system third-party payor estimates on a regular basis.


Human Immunodeficiency Virus (HIV) business process redesign

A state Bureau for Public Health (BPH) seeks redesign of HIV process.


Human resources management system project helps state of Maine better serve agencies and departments

A state human resources bureau procures an HRMS that upgrades and consolidates its human resources applications while meeting the needs of customers and improving internal processes.


IC-DISC offers an overall reduction of tax

An IC-DISC offered an overall reduction of tax without placing undue burdens upon the company’s internal finance staff.


Identifying and facilitating process improvements in large IT system implementations

Rewriting the playbook for planning, governing, and managing IT system implementations


Identifying the good, the bad, and the ugly: Improving overall corporate performance

The CEO of a commercial enterprise needed help improving the overall performance of her firm which had a number of different facilities and locations. Her management reports were unable to tell her which facilities were performing well or poorly, making it difficult to know where to take specific action.


Improving access to justice through system modernization

Helping a justice department strengthen communication, improve operations, and automate processes through a modern case management system. 


Improving children's lives through data governance

Leveraging data to guide public policy, measure agency performance, and enhance social services program investments.


Independent reviews for the state of Vermont office of the CIO fulfill legal mandate for IT reviews

BerryDunn helps a state identify potential risks, evaluate their readiness to proceed with a new system, and determine and confirm the previously established cost justification for the project, giving them confidence that their approach is sound and appropriate.


IT assessment and master planning for a college

BerryDunn’s higher ed consulting team provided a roadmap of sequenced recommendations to assist the new CIO with bringing changes to both the organizational structure, and how IT services are delivered.


IT assessment and strategic plan for a community college

BerryDunn’s higher ed consulting team provided actionable steps to advance the IT environment, and inform the IT strategic plan efforts in addressing the needs of the institution for the next five years.


Keeping a line of business separate from ESOP after an acquisition

With the help of our employee benefits consultants, management was able to establish the new subsidiary as a QSLOB so that the new employees did not enter the ESOP and dilute existing participants' ownership shares.


Large school district finds system and operational efficiencies

Developing a technology roadmaps helps large school district prioritize and streamline business processes.


Maine Veterans' Homes system selection and implementation

MVH was frustrated with its clinical and billing system, as well as the software vendor’s inability to address MVH’s needs. MVH engaged BerryDunn to assess the current situation; evaluate and select a new EHR, billing, and financial software system; design infrastructure changes; and plan and oversee the implementation of changes.


Manufacturing company gains compliance with ERISA requirements

A company made some incorrect 401(k) employee contributions, resulting in
noncompliance with ERISA. BerryDunn helped the company reduce potential penalties.


MassDOT enterprise time and attendance solution planning project

An objective assessment supporting the implementation of an efficient post-merger technology solution. 


Medicaid waiver expands addiction treatment options

A state agency wanted to take advantage of an opportunity put forward by CMS to utilize 1115 waivers to help coordinate care for those in treatment for substance abuse disorders (SUD).


Meeting the challenge of ACA reporting requirements

A fast-growing, multi-location food service company was challenged with meeting ACA reporting requirements.


Modernizing medicaid in Middle America

BerryDunn IV&V works with Ohio’s modular Medicaid Enterprise System to help ensure project success.


Modernizing systems while adhering to evolving regulations: An efficient approach

Recommendations for efficiency and compliance to align old systems with new state and federal childcare regulations.


Morehead state university technology assessment and IT master plan

MSU engaged BerryDunn to help provide strategic direction for technology across the university that aligned with MSU’s strategic “ASPIRE” initiatives to create a framework for sustainable technology planning at the university.


Multi-location skilled nursing and assisted living facility builds an EHR system to meet HIPAA compliance

BerryDunn redesigned and deployed a HIPAA-compliant EHR system that satisfied all stakeholders.


Nebraska department of motor vehicles vehicle title registration replacement

A system modernization initiative that goes beyond technology to transition business operations.


New deferred compensation agreement creates tax penalty risk

Backed by BerryDunn's expertise, the bank amended their plan and avoided a 20% penalty tax for violating Code Section 409A.


New system optimization delivers increased efficiency and full-system functionality

BerryDunn built a framework that led to improved business processes, fewer redundant and manual steps, and full-system functionality.


NH CAH gains additional reimbursement and new methodology for future use

A NH Critical Access Hospital needed help figuring out how to correct earlier errors in cost reports that had disadvantaged the hospital’s reimbursement.


Northwest Florida state college strategic plan

Nursing home resolves revenue cycle issues

A hospital-based nursing home facility was facing a significant increase in their accounts receivable balance while transitioning to new accounting software and Revenue Cycle Department staff. 


Offsetting costs and maximizing tax savings with cost segregation techniques

Assisted living facility complies with IRS and increases tax savings.


Operational benchmarking for a nursing and assisted living facility

A new owner/operator of multiple nursing and assisted living facilities was unfamiliar with the state’s reimbursement environment and how operational changes could impact reimbursement and profitability. BerryDunn helps them better understand reimbursement drivers and how their multiple facilities compare with their peers in the region and state.


Optimize. Integrate. Modernize: Achieving quick results for Georgia's department of driver services

Consultants from BerryDunn’s State Government Consulting team aid a DDS in gaining eRFP acceptance to implement a new driver license and identification card system.


Outsourced accounting services delivered for international software company

A foreign-owned software company finds success with their US-based accounting team, avoiding the need for a costly expansion.


Preparing a firm for a SOC 2 audit and helping to grow its customer base

BerryDunn's risk-ranked findings and recommendations provided the client with a clear approach to develop, refine, and document controls to meet the criteria of the SOC 2 Security and Availability Trust Service Principles (TSP).


Public university IT security risk assessment

BerryDunn experts guided a large, public, R1 university through the process of strengthening IT security measures across multiple departments, colleges, and campuses by identifying and closing existing security gaps. 


R&D credit reduces one company's effective federal tax rate

The company was able claim over $500,000 of tax credits as a result of the study, reducing the company’s effective federal tax rate from 35% to 20% for the years of the study. 


Recruiting support for a long-term care organization

A long-term care organization was faced with substantial turnover in its accounting department in the midst of complex new lease accounting changes and mounting regulatory and operational pressures. BerryDunn helped them find a new CFO and accounting support staff and also developed a comprehensive transition plan.


Renewable energy firm recharges with outsourced accounting services

BerryDunn’s outsourced accounting team delivers comprehensive services for a growing company in the renewable energy sector.


Retirement plan consultants help avoid 401(k) compliance issues

A 401(k) sponsor needed to know—without taking on an expensive review-- if one of their two plans was being tested and operated correctly. BerryDunn’s Retirement Plan consultants reviewed a number of areas and made recommendations to get them back to firm footing.


Rural health system begins transition to a single EHR solution

A rural health system sought a single EHR across all of its care settings to enhance transparency, provide a single source of truth for all patient information, and gain better access to patient records. 


Savvy tax strategies neutralize potential nexus issues

A company with employees traveling outside of its home state gained a managed approach to tax compliance, which minimized nexus issues and maximized opportunities for growth.


S-Corp gains control over a liquidity problem through accounting method changes

During the year of the change, the client’s owners received >$200,000 of previously remitted taxes. The client continues to defer tax under the cash method, which lowers annual taxes significantly from what they would have been without the method change.


Small business leverages interim controller services to move their business forward

A Massachusetts-based professional service firm establishes a financial strategy and drives profits and efficiency with BerryDunn’s interim CFO and controller services.


St. Joseph's College strategic technology plan

St. Joseph’s College determined that it needed an independent review of its IT systems to evaluate the school’s current IT organization and to plan for adapting emerging technologies, creating technology-equipped classrooms, supporting faculty technology usage, and integrating databases and services with a legacy system.


State alcoholic beverage control board gains a better understanding of modern multi-tiered control

A systematic approach for creating a successful implementation of a modernized solution.


State bureau of medicaid services streamlines certification while mitigating risk

West Virginia BMS is on track to receive federal certification and reimbursement in half the time of previous certifications—with less risk.


State department of liquor control upgrades retail software system for adaptable functionality

Documenting and studying processes to determine best solution for financial ERP and point of sale systems.


State income maintenance manual update

An updated and modernized handbook for determining eligibility and benefits.


State liquor commission improves efficiency and flexibility with a strategic plan for system selection

Driving strategy for finding the right fit for updating and optimizing legacy systems for changing needs.


State medicaid agency strengthens application development technology for MMIS

Agency receives recommendations for conducting routine security risk assessments that can be executed by state personnel to maintain and continuously improve security policies and practices.


State medicaid bureau successfully implements federally mandated standards for healthcare coding and billing

With risk planning and management, contingency planning, and personnel training programs, West Virginia’s Medicaid agency adopts the new healthcare coding and billing standard, ICD-10 within the deadline.


State plans to modernize clinics & improve quality of care with an EHR

Creating a clear vision for improving statewide clinical operations while maintaining federal compliance and funding eligibility. 


State prevents project impacts

The Commonwealth of Massachusetts receives early warning of risks and practical recommendations to help prevent impacts to their Health Insurance Exchange and Integrated Eligibility System project.


State receives approval to continue its work into implementation years

With roadmap approval, Arizona can continue using its grant to gain feedback on how health information technology can be implemented in the CB-LTSS component of the Medicaid system.


Statewide justice and public safety agencies procure new technology to support business transformation

Modern technology to support efficiency and compliance in the public safety arena


Taking a 360° lifecycle approach to MITA

West Virginia has been able to track progress against the state’s MITA 3.0 roadmap, maintain a real-time view of MITA maturity levels, and appropriately utilize all available federal funding.


Telecom company gains traction with customized tax solutions

The company saved in excess of $1 Million through BerryDunn's recognition of special rules that would allow a significant gain to be sourced differently than other income.


University of New Hampshire current environment assessment

The University of New Hampshire engaged BerryDunn to identify cost-saving opportunities, strengthen processes, and provide recommendations in support of the university’s IT vision and objectives.


University of Tennessee Chattanooga: Making the right IT investments for today and tomorrow

UTC needed to create a master IT plan that supported the academic, administrative, and operational goals and made the wisest use of their technology investments.


Upgrading a complex eligibility and enrollment environment

Supporting and facilitating a seamless transition to new eligibility systems.


Using technology to share data and streamline processes for improved service quality

Streamlining the legacy electronic health record/healthcare information systems (EHR/HIS) of three state health and human services agency departments.


Valuation and transition planning for a family-owned senior living provider

A Senior Living business owner wanted to transfer operational control to his son. BerryDunn helped the owner exit the business through strategic gifts and an ownership percentage sale that allowed for the continued success of the business while providing sufficient liquidity to support the owner’s retirement.


Vermont department of taxes

BerryDunn engaged project stakeholders and streamlined the set of business and technical system requirements. With a strong business case in place, the Vermont Department of Taxes has been able to drive towards the replacement of their ITS.


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Payroll tax deferral update
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Oxymoron of the month: Outsourced accountability
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PPP loan forgiveness: Updates
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CMS expands flexibility for RHCs and FQHCs
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COVID-19 tax update: Tax deadlines delayed
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Small Business Administration (SBA) eases criteria for disaster loans
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Maine adopts solar property tax exemptions
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FASB delays credit loss rules
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The power of the PMO: Fixing the weak matrix
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Not the summer of love: IRS universal availability examinations
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When one loan rate closes, another opens
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Trusting privileged accounts in the age of data breaches
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What's in a name? A lot, if you manage a benefit plan.
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Data is a four-letter word. Governance is not.
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The process: Value acceleration series number one (of five)
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IRS guidance on qualified parking: Our take
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Professional skepticism and why it matters to audit stakeholders
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A CPA's guide to starting a capital campaign
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Value acceleration—The gas pedal for the value of your business
12.20.18
Qualified parking: New IRS guidelines for employers released
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New Patient Driven Payment Model from CMS―What to expect and what to do
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Final rule for FY 2019 SNF PPS and consolidated billing
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Parking pressures eased? New IRS guidelines for not-for-profits released
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Sales & use tax: A potential trap for non-U.S. entities
12.06.18
Non-public financial institutions now have until 2022 to adopt CECL
11.20.18
Incident recovery: Cybersecurity playbook for management
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Executive compensation: Making or breaking an Employee Stock Ownership Plan (ESOP)
11.05.18
Four takeaways from NAHDO 2018
11.05.18
Three steps to ace the new not-for-profit reporting standard
11.01.18
Tax planning strategies for year-end
11.01.18
Auditing standards board approves new employee benefit plan auditing standard: What you need to know
10.30.18
BATNA: What you need to know
10.18.18
Meet deadlines and cut costs: Five steps to faster contract negotiations
10.10.18
The hidden tax cost of bank incentive rewards
10.09.18
Winding down the Perkins Loan Program: "Should I stay or should I go?"
10.04.18
Maine income tax conformity bill becomes law: What you need to know
09.25.18
Health policy is driving innovation: Inspired news from NASHP
09.20.18
Blockchain in government: Advice from leaders at the Illinois Blockchain Initiative
09.19.18
Five things to keep in mind during your CCWIS transition
09.10.18
Three factors state medicaid agencies should consider when applying for InCK funding
09.07.18
Five steps to maximize the transferability of your business
09.06.18
Tax-exempt organizations: The wait is over, sort of
08.29.18
Artificial intelligence and the future of internal audit
08.28.18
Incident response: Cybersecurity playbook for management
08.24.18
MESC 2018 reflections–Portland, Oregon
08.21.18
MECT 2.3: More guidance, more documentation
08.13.18
Four reasons why a shareholder agreement is essential to your company's survival
08.09.18
Building a Strong Substance Use Disorder (SUD) 1115 waiver demonstration
07.27.18
No parking: It's a brave new world for qualified parking
07.27.18
Why a business valuation analysis is important to your company's value
07.24.18
Cloud services 101: An almanac for higher education leaders
07.19.18
DevOps: Advance software solutions and improve outcomes
07.19.18
Not-for-profit news you need: Clarification to ASU 2014-09 regarding revenue recognition
07.10.18
C-inderella or S-now white? What tax reform means when considering your business structure
07.09.18
The workflow: Cybersecurity playbook for management
06.27.18
New revenue recognition rules: Evaluating the impact on manufacturers
06.25.18
Breaking: Supreme Court overturns Quill
06.22.18
No science fiction: Tactics for recruiting and retaining higher education IT positions
05.29.18
The pros and cons of pre-contract gap analyses
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Change management: Keeping employees motivated during multiyear projects
05.08.18
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Data governance: Gain control
04.27.18
Discovery: Cybersecurity playbook for management
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SaaS: Is it right for you? Making SaaS determinations a snap.
04.24.18
How healthy is your organization's HIPAA compliance?
04.10.18
Swarmbots, hivenets, and other stinging insects
03.23.18
External capacity: Cybersecurity playbook for management
03.20.18
Translating between accountants and data analysts for better understanding and improved efficiency 
03.15.18
The mobile app labyrinth: Seven questions higher education institutions should ask
03.07.18
Going stateside: Tax reform
02.28.18
Tapping your internal capacity for better results: Cybersecurity playbook for management
01.31.18
Measuring success, one milestone at a time
01.31.18
The IRS cares about employment tax—why you should too.
01.25.18
Texting in healthcare? Best be secure.
01.12.18
Common 403(b) plan misunderstandings and realities
01.08.18
Seven steps to take the anxiety and annoyance out of an audit firm transition
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Exempt organizations and the new tax bill
01.03.18
Selecting and implementing a maturity model: Cybersecurity playbook for management
12.15.17
Prize in the sky: Creating drone programs for local governments
12.12.17
10 non-tech strategies for tech project success
12.08.17
Missing participants and uncashed checks can hit fiduciary pocketbooks
12.07.17
Revised guidance for processing medicare claims for QMBs
12.06.17
Policies, procedures, and plans—defining the language of your organization
12.06.17
Guilty until proven innocent? ACA employer penalty letters are here
12.04.17
Administering retirement plans: How to correct common mistakes
11.30.17
Success by steering committee
11.29.17
Segmenting accounts receivable reports: How to use your reports to understand where you are
11.28.17
GASB 87: Single lease classification: What's changing and what you need to do
11.27.17
The SOC 2 update — how will it affect you?
11.22.17
The people component: Why higher education institutions should focus on staff when implementing an ERP system
11.20.17
Maturity modeling: Cybersecurity playbook for management
11.14.17
Top three takeaways: 2017 NASHP conference
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Save more: 2018 retirement plan contribution increases
11.02.17
New federal perkins loan update
10.19.17
340B audits: An important component to ongoing participation in the program
10.17.17
Be prepared: Hit the right notes and avoid an implementation scramble when preparing for COSO
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Protecting your identity in the age of insanity
09.08.17
Transforming your government healthcare agency through leadership training: A business analysis approach
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Getting millennial with it: How state and local governments can recruit and retain a new generation of workers
09.06.17
We're all in this together: How to identify stakeholders and achieve project success
08.28.17
Reflections on MESC 2017
08.22.17
The four C's of project sponsorship
08.14.17
Check this: CMS checklists aren't just for MMIS anymore.
08.04.17
Building "financial fitness" for the long haul: Six tips for long-term care and other senior living providers
07.21.17
GASB 81: Five quick steps to irrevocable split-interest agreement success
07.19.17
We're live! Now what?
06.29.17
Make midstream project changes a walk on the beach: The change control process
06.20.17
Are you ready for NIST 800-171?
06.14.17
ACA employer mandate penalty notices: Don't panic!
06.13.17
New lease and revenue recognition rules: Mutually exclusive
06.12.17
Don't worry, just assess: Eight tips for reducing go-live stress
06.07.17
Extra information for GASB organizations: How to lessen information overload
05.31.17
Assessing organizational readiness for enterprise systems
05.25.17
You think patch management makes you "wanna' cry"? Try "not patching".
05.18.17
Into the wild: Building a business case for a new enterprise project
05.12.17
The new revenue recognition rules: Contractors, are you ready for tax Implications?
05.02.17
Four questions you must answer before purchasing large software systems
04.17.17
CFOs for hire: The next trend in temporary help?
04.04.17
Current Expected Credit Loss (CECL) final standard: Update
03.27.17
The 2017 top IT security risks: Everything is connected
03.22.17
Restricted cash and the cash flow statement: Changes ahead!
03.21.17
Untapped potential: Microbreweries use legal scrutiny to erode the three-tier system
03.14.17
A runner's guide to Uniform Guidance, year two
03.06.17
When the skies clear: Web-hosting outage hits Amazon data centers
03.01.17
CECL implementation: So, you've developed reasonable and supportable forecasts — now what?
02.14.17
Hold the phone: Restrictive 340B legislation retracted!
02.06.17
Guiding challenging government projects to success
01.30.17
Planning for enterprise technology projects: Five easy tips to increase your likelihood of success
01.25.17
Navigating EHR implementations: Important considerations for title X clinics to ensure success
01.20.17
CECL: Reasonable and supportable? Be ready to be ALLL in
01.10.17
How to attract and retain workers in a seller's market
01.03.17
Benchmarking: Satisfy your board and gain a competitive advantage
12.27.16
Are you "mature" enough? Cybersecurity maturity is the new black
12.20.16
Crisis averted: Six steps to take if your CEO leaves abruptly
12.13.16
Paid time off plans: IRS guidelines and why they matter
11.28.16
Not-for-profits that sponsor a 457(f) plan: what you need to know
11.23.16
Striking a balance: Public right of access to court records vs. the privacy rights of individuals
11.22.16
Do you sponsor a 457(f) plan? If so, keep reading!
11.16.16
"Juice jacking": Free cell phone charging stations may give you a lot more than a power boost
11.08.16
How our new friend CECL affects bank and branch acquisitions
10.24.16
Making the transition from controller to CFO: 7 keys to success
10.18.16
Preventing fraud at financial institutions: An anti-fraud plan is the best investment you can make
09.28.16
CECL: Where to start
08.30.16
When it comes to temporary housing for hospital employees, IRS publication 15-B can be your friend
08.25.16
New fair value disclosures from GASB 72
08.22.16
Microbreweries and the debate on the three-tier system
07.26.16
FASB releases CECL: What you need to know now
06.27.16
Moving to electronic plan submittal and review: Three things to consider
06.14.16
Fraud within not-for-profit organizations
05.26.16
The ramifications of fraud and how you can prevent it
03.28.16
Fraud – why it can happen to you and what to know when It does
03.21.16
Good governance: Understanding your organization's Form 990
04.09.15
Office relationships: Does HR need to ask and do couples need to tell?
12.14.12
The silver bullet for future financial crises–More footnotes!
11.01.12
Testing payment
03.25.10