Join host Kristen Perry with guest Ryan King as they recap the Bank & Capital Markets Tax Institute (BTI) 2025 conference—where industry leaders, tax experts, and banking professionals gathered to tackle the year’s most pressing challenges. This special episode of In the Know covers everything from the latest federal tax legislation and regulatory updates to the transformative power of Generative AI in tax compliance, delivering actionable insights and expert perspectives.
Tune in for highlights on:
1. Major tax developments and policy shifts impacting banks in 2025
2. The evolving M&A landscape and practical tax planning strategies
3. Community bank updates, including highlights from the One Big Beautiful Bill Act of 2025.
4. The future of tax technology—Generative AI, machine learning, and more
5. Keynotes on why great people drive banking success and how to navigate the changing regulatory environment
Whether you’re a tax professional, banker, or just curious about the future of finance, this episode will help you stay ahead of the curve.
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Join host Kristen Perry with guest Ryan King as they recap the Bank & Capital Markets Tax Institute (BTI) 2025 conference—where industry leaders, tax experts, and banking professionals gathered to tackle the year’s most pressing challenges. This special episode of In the Know covers everything from the latest federal tax legislation and regulatory updates to the transformative power of Generative AI in tax compliance, delivering actionable insights and expert perspectives.
Tune in for highlights on:
1. Major tax developments and policy shifts impacting banks in 2025
2. The evolving M&A landscape and practical tax planning strategies
3. Community bank updates, including highlights from the One Big Beautiful Bill Act of 2025.
4. The future of tax technology—Generative AI, machine learning, and more
5. Keynotes on why great people drive banking success and how to navigate the changing regulatory environment
Whether you’re a tax professional, banker, or just curious about the future of finance, this episode will help you stay ahead of the curve.
In the Spotlight: Building Relationships and Earning Trust with Kerry Winfrey
BerryDunn Podcasts
10 minutes 44 seconds
10 months ago
In the Spotlight: Building Relationships and Earning Trust with Kerry Winfrey
Welcome to the Financial Institution Insights podcast. In our In the Spotlight series, hosts Alec Weibel and Jen Gureckis interview colleagues from BerryDunn to explore their areas of expertise and interests.
In this episode, we welcome Kerry Winfrey, a Staff Accountant in our Financial Services Practice Group who supports our audit engagements with banks, credit unions, and broker dealers. Kerry also serves as an onboarding partner at BerryDunn, helping new employees feel welcome and supported. Kerry shares what he loves about his work at BerryDunn and the work he does mentoring and coaching youth in his community.
BerryDunn Podcasts
Join host Kristen Perry with guest Ryan King as they recap the Bank & Capital Markets Tax Institute (BTI) 2025 conference—where industry leaders, tax experts, and banking professionals gathered to tackle the year’s most pressing challenges. This special episode of In the Know covers everything from the latest federal tax legislation and regulatory updates to the transformative power of Generative AI in tax compliance, delivering actionable insights and expert perspectives.
Tune in for highlights on:
1. Major tax developments and policy shifts impacting banks in 2025
2. The evolving M&A landscape and practical tax planning strategies
3. Community bank updates, including highlights from the One Big Beautiful Bill Act of 2025.
4. The future of tax technology—Generative AI, machine learning, and more
5. Keynotes on why great people drive banking success and how to navigate the changing regulatory environment
Whether you’re a tax professional, banker, or just curious about the future of finance, this episode will help you stay ahead of the curve.
