Latest news with #BerryDunn
Business Wire
09-05-2025
- Business
- Business Wire
BerryDunn's 2025 Healthcare Leadership Summit Tackles Urgent Industry Challenges
PORTLAND, Maine--(BUSINESS WIRE)--BerryDunn, a full-service accounting, tax, and consulting firm, will host its third annual Healthcare Leadership Summit on May 14, 2025. The virtual half-day event will focus on critical topics of importance to healthcare executives, ranging from staffing shortages and compliance issues to Medicare reimbursement and leveraging AI for efficiencies. As part of BerryDunn's ongoing commitment to healthcare industry leadership, this year's Summit brings together a diverse team of finance experts to deliver practical solutions for the challenges facing providers across the continuum of care—from hospitals and community health centers to senior living facilities. 'Healthcare organizations today are navigating more complex challenges than ever before,' said Tammy Brunetti, leader of BerryDunn's Healthcare Practice Group and Senior Living Consultant. 'Our goal is to provide the insights and strategies leaders need to innovate, adapt, and succeed. The Healthcare Leadership Summit is designed to do exactly that—offering forward-thinking perspectives and actionable guidance to help organizations thrive in a rapidly changing healthcare ecosystem.' BerryDunn's annual Summit got its start as two separate industry-focused events designed to deliver thought leadership to hospitals and senior living organizations. In 2022, the firm launched its first Healthcare Leadership Summit, a signature event offering high-level programming geared to both new and experienced leaders in the field. Lisa Trundy-Whitten, a Principal in BerryDunn's Healthcare Practice Group and leader of the firm's Senior Living Practice, said, 'Summit attendees will have an opportunity to hear from healthcare finance experts with specialized industry knowledge. They'll come away with valuable insights and strategies aimed at helping their organizations maximize revenue, minimize risk, and improve operations, while, most importantly, facilitating positive outcomes.' This year's event kicks off with an in-depth analysis of BDO's 2025 CFO Outlook Survey by Brad Boyd, Principal and healthcare consulting practice leader at BDO. Brad will explore the key trends reshaping today's healthcare landscape and share industry-specific insights. BerryDunn Principal Denny Roberge will moderate a panel discussion on key topics such as regulatory changes, margin pressure, and innovative approaches industry leaders are taking to reduce risks and improve results. A second panel discussion focused on AI will be moderated by BerryDunn Principal Chris Mouradian and will explore how organizations are assessing ROI for AI initiatives, metrics and methods for evaluating success, governance models, and future trends. BerryDunn's Healthcare Practice Group actively engages with national associations and committees to help address industry challenges. The firm serves a full spectrum of healthcare organizations, including community health centers, rural clinics, hospitals, senior living facilities, home health and hospice providers, medical and dental practices, specialty providers, and state veterans' homes. About BerryDunn BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm's tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm. BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. Led by CEO Sarah Belliveau, the firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at
Business Wire
08-05-2025
- Business
- Business Wire
Forbes Magazine Names Five BerryDunn Principals Among America's 'Best-In-State CPAs'
PORTLAND, Maine--(BUSINESS WIRE)--BerryDunn, a full-service accounting, tax, and consulting firm, announces the recognition of five leaders named to the Forbes list of America's Best-in-State CPAs. The inaugural list includes BerryDunn Principals Dave Erb, Tammy Michaud, Mike Caouette, Jason Fournier, and Kathy Parker. Forbes' compilation of top CPAs 'with demonstrated excellence above and beyond' identifies 1,000 of the finest CPAs across all 50 states, rating nominated candidates according to a range of criteria, including expertise, innovation, thought leadership, experience, and service to the community and their profession. 'Each of these outstanding BerryDunn leaders has an impressive track record in their fields,' says Renee Bishop, COO, Assurance, Tax, and Advisory Services. 'We are proud of our colleagues, their trailblazing accomplishments, and their commitment to leadership in our industries. All consistently bring their talents to the table in support of the profession and the communities we serve.' 'These five honorees represent the very best of BerryDunn culture,' says Sarah Belliveau, President and CEO. 'We are a people-first firm, with our teams serving 30+ industries, and a demonstrated commitment to innovation and problem solving. The Forbes recognition is well deserved for our valued team members, Dave, Tammy, Mike, Jason, and Kathy.' The five BerryDunn Principals on the inaugural Forbes 'Best-In-State CPAs' list have distinguished credentials: Dave Erb leads BerryDunn's growing Commercial Practice Group. His journey in the CPA profession has been defined by dedication, leadership, and a passion for tax specialization. He has extensive experience supporting companies with inbound and outbound foreign tax issues as well as multi-state matters. Active in the industry, he was listed on Forbes' 2024 list of Top 200 CPAs and is a member of the Maine and Massachusetts Societies of Certified Public Accountants. Tammy Michaud began her accounting career at BerryDunn and has had a profound impact on the hundreds of healthcare and nonprofit organizations she has partnered with over her nearly 40 years. A Principal since 2001, she currently leads BerryDunn's Not-for-Profit Practice Group and chairs the firm's Board of Directors. Among her many achievements, she played a pivotal role in the successful acquisition of a home health-focused accounting firm, which has been nationally recognized for its work. Michaud was a 2022 New Hampshire Business Review most influential business leader and listed on Forbes' 2024 list of Top 200 CPAs. Mike Caouette brings 27 years of tax experience to his role. As a Principal at the firm, he specializes in tax services for the construction and professional services industries as well as high-net-worth clients. He is a subject matter expert in trusts and estates, tax strategies for high-net-worth families, and other specialty tax areas. As a leader in the industry, he develops strategies to help ensure maximum tax efficiency. Caouette was a founding member of BerryDunn's Learning and Development Committee, which was integral in laying the foundation for guiding the development journey for all employees. Jason Fournier leads the firm's Technology and Manufacturing teams and plays a key role on the Transaction Advisory Services team. With over 25 years of experience, he expertly guides clients through complex accounting and reporting regulations, helping them interpret financial information to maximize opportunities and address business challenges. As the Commercial Practice Group's Quality Assurance Liaison, Fournier helps ensure that the firm's high standards for accuracy and ethics are upheld. As an industry thought leader, he routinely develops insights that inform effective growth strategies for his clients. Fournier's community service includes serving on the Board of Directors at the Good Shepherd Food Bank of Maine. Kathy Parker leads the firm's Outsourced Accounting Practice Group, providing high-touch, high-tech, back-office services for family offices and emerging and established companies. Her expert team of accounting professionals works to identify efficiencies and streamline performance for clients in a variety of industries. In 2024, she was appointed to the Massachusetts Society of CPAs' Board of Directors and previously received the Society's 2023 Woman to Watch Award. About BerryDunn BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm's tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm. BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. Led by CEO Sarah Belliveau, the firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at
Yahoo
22-02-2025
- Business
- Yahoo
Consulting firm to study career and technical education in Frederick County
To examine Frederick County's future possibilities for career and technical education, a consulting firm will study the current state of programs and give recommendations on how the county can better train students to enter the workforce. The county is paying BerryDunn, headquartered in Portland, Maine, $89,325 for the study, according to Daniel Lewis, the chief financial officer for the county. County Executive Jessica Fitzwater hosted a Career and Technical Education (CTE) Master Plan Study kickoff event on Wednesday to introduce the firm and explain the process of the study. About 35 visitors attended the event. Many of them work or own businesses in trade industries, such as the automotive sector. Fitzwater said the study will involve Frederick County Public Schools, Frederick Community College, Frederick County Workforce Services and the Frederick County Chamber of Commerce. The community and FCPS students also can give their input. Fitzwater said the county's employers have a vested interest in supporting the employee pipeline. 'The BerryDunn team will help us examine the county's current CTE resources, programs and spaces while planning for future industry growth, population changes and workforce needs,' she said. 'The study will also consider the current requirements for the Blueprint for Maryland's Future.' The Blueprint is a set of education policies signed into law beginning in 2018 and meant to be implemented over the course of a decade. One goal of the Blueprint is that 45% of public high school graduates will have completed an apprenticeship program by the 2030-31 school year. FCPS offers the Youth Apprenticeship program, run through a partnership between FCPS and the Maryland Department of Labor. Students in 11th or 12th grade can take class in the morning and earn money through jobs — such as automotive repair shops, the county government or a restaurant — in the afternoon. Michael Brown, a work-based learning teacher specialist for Career and Technical Education in FCPS, has said the program requires 450 hours of work and students are paid minimum wage. FCPS also offers programs such as biomedical science, carpentry and culinary arts at the Career and Technology Center in Frederick. GATHERING DATA Tucker Cutter, principal with the BerryDunn management and IT consulting group, said on Wednesday that his team met with career and technical education students from Frederick and Walkersville high schools before the event. He said the process of the study begins with reviewing documentation and meeting as many people as possible to understand the current state of career and technical education in Frederick County. Cutter said the team will analyze the data and recommend options. He added that some questions that the team will look into include what programs are needed in FCPS, what programs have waitlists and how to deliver equitable education in a large county. Cutter said BerryDunn will gather data through March, develop the core of the report in April, and present findings and recommendations in May. After Cutter's presentation, attendees could ask questions and talk about the study. Laurel Caurvina, co-owner and executive manager of Churchill Auto Care in Frederick, asked if BerryDunn worked with a county similar to Frederick County on a comparable study and what the results were. Cutter said the firm did similar work for Wake County in North Carolina, and some of the results are yet to be seen because they're meant to be implemented over a multi-year period. 'Some of these recommendations will require ... capital projects, which take time,' he said. 'Thinking about new buildings and such, so some of the recommendations around programs are easier to be implemented where a capital investment can take longer for us.' Caurvina added that a majority of the automotive workforce will retire by 2030. A concern of the industry is how automotive training programs will keep up with an increasingly electric market. Cutter emphasized that the study will consider the 'nuances of trends within the automotive program.' Fitzwater said Frederick County school boards have held career and technical education as a priority, and the reality is 'there are dollars tied to probably a lot of what is going to be recommended.' 'It just will give more for us to grab onto than just the traditional feasibility study on one building, on one location that has to fight its way to fit in with all the other capital programs that are there,' she said.
