BerryDunn is an integrated assurance, tax, and consulting firm that uses deep experience and a commitment to knowledge sharing to help our clients gain control of the challenges and opportunities that drive value.
We have offices in Maine, New Hampshire, Connecticut, West Virginia, and Arizona and provide access to professional accounting and IT consulting services nationwide.
In the Know: Merger & acquisition accounting and tax risks
In the latest episode of In the Know, hosts David Stone and Susan Weber are joined by BerryDunn Partner Rob Smalley and Principal Kristen Perry for the first in a series on financial institution mergers and acquisitions. The discussion highlights why institutions should involve accounting, tax, credit, and operations early to reduce surprises and better manage the deal.
Tune in for key guidance on:
- Navigating purchase accounting, valuation, goodwill, and capital impacts
- Understanding how fair value marks can create deferred tax assets and liabilities
- Evaluating credit marks and allowance for credit losses considerations
- Planning for loan coding, system integration, and day-two reporting impacts
- Identifying tax due diligence risks, including nexus, payroll tax, and tax credit exposure
13 Jul 2026
In the Know: FMS Forum Mutual Matters panel recap
In this episode of In the Know, hosts David Stone and Susan Weber are joined by BerryDunn Senior Manager Leah Clair and Principal Kaylyn Landry, who recently participated in a panel at the FMS Forum in New Orleans on mutual holding company structures and why they may be a valuable strategic option for community banks.
Highlights of the discussion:
How mutual holding company structures can help community banks while preserving local focus
Strategic benefits such as flexibility, shared services, operational efficiency, and more
Importance of clear goals, communication, education, and board alignment
Audit and reporting considerations
Join us for this insightful discussion on the Mutual Matters initiative.
13 May 2026
Rural Health Transformation Program Funds: Finding sustainability
In this episode of Fresh Perspectives in Social Work, we explore how states and organizations can use Rural Health Transformation Program funds to drive long-term sustainability.
Rural health strategy expert Zil Joyce Dixon Romero, Senior State Government Affairs Manager at the National Rural Health Association (NRHA), shares practical insights into the barriers states face, proven strategies for sustaining impact, and how to navigate evolving policy environments.
You’ll hear perspectives on maximizing funding, building creative partnerships, and aligning strategy with shifting federal and state priorities, including real-world considerations for implementation success.
Whether you’re a state official, healthcare administrator, or community partner, this episode offers actionable guidance to help you sustain funding impact, navigate policy shifts, and strengthen rural health systems.
Highlights:
Strategies to extend the impact of Rural Health Transformation Program funding
Common barriers to sustainability—and how to overcome them
The role of partnerships and policy alignment in long-term success
Subscribe to Fresh Perspectives in Social Work for more episodes like this, and visit berrydunn.com to explore how we support sustainable health initiatives.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
15,192
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
2 ratings
Podcast Authority Score: 74 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
94
Social presence
0
YouTube
72
Engagement
60
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