S.R. Snodgrass Podcast

S.R. Snodgrass

Welcome to the S.R. Snodgrass Podcast, where we bring you insights into the world of accounting and consulting. With a legacy spanning over 75 years, S.R. Snodgrass has become a prominent firm in the region, offering a comprehensive range of services including Tax, Assurance, Technology, Risk Analysis, Nonprofits, Financial Advisory, and more.Join us as we delve into the captivating stories and experiences of the leaders and principles of our firm. Discover the secrets behind our success, learn about our unique company culture, and gain valuable insights from our experts.

  1. Striving to Help Community Banks Thrive with Kevin Shivers | S.R. Snodgrass Podcast Episode 25

    May 20

    Striving to Help Community Banks Thrive with Kevin Shivers | S.R. Snodgrass Podcast Episode 25

    In this episode of the S.R. Snodgrass Podcast, Lenore Seifer is joined by Kevin Shivers, President and CEO of the Pennsylvania Association of Community Bankers, for a conversation about the evolving financial landscape and the critical role community banks continue to play in supporting local economies. Kevin shares his personal journey into the banking world, beginning with childhood memories of helping his mother review loan applications at the kitchen table, and explains how those experiences shaped his passion for entrepreneurship, advocacy, and community development. The conversation explores the mission of community banks, the challenges they face today, and the growing policy debates surrounding stablecoins, cryptocurrency, fraud prevention, and financial regulation. Kevin also discusses why new bank formation is slowing, what that means for local communities, and how organizations like PACB are working to create a stronger future for community banking. In This Episode, You’ll Learn About: Why community banks remain essential to local economiesHow community banks support small businesses and agricultureThe growing impact of cryptocurrency and stablecoinsWhy fraud prevention and payment systems are evolving rapidlyThe importance of policy, advocacy, and regulatory guardrailsChallenges surrounding new bank formation and industry consolidationHow community banks are preparing for the futureAs financial technology and regulation continue to evolve, Kevin emphasizes the importance of ensuring community banks can continue serving as trusted, local economic engines for generations to come. 🎧 Listen now to hear why community banking still matters—and what’s ahead for the industry.

    21 min
  2. Navigating AI in Business – Everything You Need to Know | S.R. Snodgrass Podcast Episode 24

    Apr 22

    Navigating AI in Business – Everything You Need to Know | S.R. Snodgrass Podcast Episode 24

    In this episode of the S.R. Snodgrass Podcast, Chris Kreutzer joins Lenore Seifer to break down the growing influence of Artificial Intelligence in businesses. From generative AI tools like ChatGPT and Gemini to agentic AI that automates workflows, Chris explains the key differences between these technologies and provides advice for businesses considering their implementation. Key topics discussed include: The pros and cons of Generative vs. Agentic AIHow AI is changing jobs and business operationsThe critical need for AI policies and clear guidelinesSecurity risks and the growing threat of AI-enabled phishing and social engineeringVendor management considerations for companies using AI toolsThis episode provides a comprehensive overview of AI's current and future impact on businesses—plus actionable insights on how to protect your organization while harnessing AI's full potential.

    18 min
  3. 80 Years of Snodgrass | S.R. Snodgrass Podcast Episode 23

    Feb 18

    80 Years of Snodgrass | S.R. Snodgrass Podcast Episode 23

    Episode 23: 80 Years of Snodgrass In this milestone episode of the S.R. Snodgrass Podcast, host Lenore Seifer, Director of Human Resources, sits down with Charles E. Marston, President and Tax Principal, to celebrate 80 years of S.R. Snodgrass. Charles reflects on his nearly 30-year journey with the firm and shares lessons learned from helping lead an organization through decades of growth, change, and industry evolution. From remaining proudly independent to investing early in technology and talent, this conversation highlights the values and decisions that have shaped Snodgrass—and continue to guide its future. In this episode, you’ll hear about:  • What it takes to build a firm that lasts across generations  • The importance of taking care of employees and clients  • Staying true to core values while adapting to change  • Remaining independent in a shifting accounting landscape  • Preparing for the future, including technology and AI  • Why relationships are the foundation of long-term success As Snodgrass marks 80 years, this episode offers a thoughtful look back—and an optimistic look ahead. 🎧 Subscribe to the S.R. Snodgrass Podcast and follow us on LinkedIn for more conversations with firm leadership and subject matter experts.

    12 min
  4. Personal Income Tax Strategies After the "Big Beautiful Bill” | S.R. Snodgrass Podcast Episode 22

    12/03/2025

    Personal Income Tax Strategies After the "Big Beautiful Bill” | S.R. Snodgrass Podcast Episode 22

    The newly passed “One Big Beautiful Bill Act” (OB3 Bill) introduces major updates to personal income tax rules impacting deductions, charitable giving, year-end planning, and documentation requirements for individuals. In this episode, host Lenore Seifer is joined by Bill Hall, Senior Tax Manager at S.R. Snodgrass, to break down what taxpayers need to know heading into the 2025 tax season. Bill walks through what has changed, what remains uncertain pending IRS guidance, and how individuals can start preparing now. In This Episode: What makes the OB3 Bill unprecedentedExpanded SALT deduction limits and who benefitsNew rules for charitable giving (cash, non-cash, stock, and QCDs)Standard deduction increases—especially for those age 65+Documentation requirements taxpayers must followWhat’s changing in 2026 and why planning now mattersWhy IRS guidance delays may affect filing timelinesPractical steps individuals can take before year-endWhether you're preparing your own return or advising others, this episode provides clear, practical insights into some of the biggest tax changes coming in years.

    26 min
  5. What Makes an Audit Committee Effective in Community Banks?

    11/19/2025

    What Makes an Audit Committee Effective in Community Banks?

    Episode 21: Strengthening Audit Committee Effectiveness in Community Banks In this episode, Lenore Seifer, Director of Human Resources, welcomes back Brendan Whalen, Audit and Assurance Principal, to explore the vital role of audit committees in promoting effective governance and risk management within community banks. Brendan breaks down what makes an audit committee truly effective from its structure and member composition to its oversight responsibilities and culture of accountability. The discussion highlights how continuous education, proactive communication, and diverse experience can elevate audit performance and resilience. Key Discussion Points: What defines audit committee effectiveness in community banksOptimal size, structure, and member compositionThe importance of professional skepticism and independenceHow to balance financial oversight with emerging risks like cybersecurity and AIBuilding culture through transparency and tone at the topConducting annual effectiveness evaluations and charter reviewsHow audit committee roles are evolving amid regulatory changeGuest: Brendan Whalen, Principal, Audit & Assurance Host: Lenore Seifer, Director of Human Resources Connect with us: 🌐 www.srsnodgrass.com 🔗 LinkedIn | S.R. Snodgrass

    20 min
  6. Cyber Security - What Every Community Bank Needs to Know

    10/15/2025

    Cyber Security - What Every Community Bank Needs to Know

    In this episode, Lenore Seifer, Director of Human Resources at S.R. Snodgrass, welcomes Chris Kreutzer, Principal in Information Technology Services, to discuss practical information-security best practices for organizations of every size. Chris outlines common oversights businesses make—from incomplete patch management to unverified backups—and explains how automation and AI can both strengthen and complicate cybersecurity. Together, they explore strategies for employee training, system documentation, and communication with managed service providers to keep data and operations safe. You’ll learn: How automation and AI impact modern security practicesWhat to check when implementing new systems or upgradesWhy backups and verification processes are non-negotiableHow employee training reduces real-world riskWhat to know before using AI tools like ChatGPT in your businessGuest: Chris Kreutzer, Principal, Information Technology Services Host: Lenore Seifer, Director of Human Resources Connect with us:  🌐 www.srsnodgrass.com 🔗 LinkedIn | S.R. Snodgrass

    25 min
  7. Brendan Whalen Explains the Newest FDICIA Changes

    09/18/2025

    Brendan Whalen Explains the Newest FDICIA Changes

    In this episode of S.R. Snodgrass’s podcast series, Lenore Seifer welcomes back Brendan Whalen, Audit and Assurance Principal. Together, they unpack the FDIC Improvement Act (FDICIA), its history, and the significant regulatory changes proposed in July 2025. Brendan explains how these updates could reduce compliance burdens for banks, what institutions should watch for in terms of timing, and the potential implications for internal controls, independence requirements, and HUD audits. 00:00 Introduction and Welcome  00:31 Background and History of FDICIA  02:20 Overview of Compliance Thresholds ($500M, $1B, $3B)  04:00 Evolution of Internal Controls over Financial Reporting (ICFR)  05:45 Proposed Changes to Asset Size Thresholds  07:26 What the Updates Mean for Community Banks  09:00 Independence Requirements and Management Burden  11:00 Likelihood and Timing of Implementation  13:00 Effective Dates and Prospective Compliance  14:20 Recommendations for Banks by Asset Size  16:00 Additional Relief from HUD Audit Requirements  17:30 Risks, Negatives, and Safe Risk Management Practices  18:45 Outdated Thresholds and Why Change is Needed  20:00 Planning with Audit Committees and External Auditors  21:40 Key Dates and Next Steps for Banks  22:30 Closing Remarks and Contact Information For more information or expert assistance, please connect with Brendan through the S.R. Snodgrass website or LinkedIn. Website: https://www.srsnodgrass.com/ LinkedIn: https://www.linkedin.com/company/srsnodgrass

    24 min
  8. Snodgrass Keeps Growing, Opens New Eastern Region HQ A Conversation with Principal Brandan Whalen and HR Director Lenore Seifer

    08/06/2025

    Snodgrass Keeps Growing, Opens New Eastern Region HQ A Conversation with Principal Brandan Whalen and HR Director Lenore Seifer

    In this episode of the S.R. Snodgrass podcast, Lenore Seifer welcomes back Brendan Whalen, Assurance Principal and Managing Partner at the Eastern Regional headquarters. They discuss the recent relocation to Conshohocken, Pennsylvania, and its significance for expanding S.R. Snodgrass' presence in the eastern U.S. regions. 00:00 Introduction and Welcome 00:20 New Office Excitement 00:54 Client and Market Expansion 02:15 Industry Opportunities and Growth 03:38 Talent Acquisition and Retention 04:48 Modern Office Amenities 06:57 Work-Life Balance and Flexibility 08:01 Employee Development and Culture 15:29 Conclusion and Farewell For more information or expert assistance, please contact Brendan through the S.R. Snodgrass website or LinkedIn. Website: https://www.srsnodgrass.com/ LinkedIn: https://www.linkedin.com/company/srsnodgrass

    16 min
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About

Welcome to the S.R. Snodgrass Podcast, where we bring you insights into the world of accounting and consulting. With a legacy spanning over 75 years, S.R. Snodgrass has become a prominent firm in the region, offering a comprehensive range of services including Tax, Assurance, Technology, Risk Analysis, Nonprofits, Financial Advisory, and more.Join us as we delve into the captivating stories and experiences of the leaders and principles of our firm. Discover the secrets behind our success, learn about our unique company culture, and gain valuable insights from our experts.

Information

  • Creator
    S.R. Snodgrass
  • Years Active
    2023 - 2026
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    © 2026 S.R. Snodgrass Podcast
  • Show Website
    S.R. Snodgrass Podcast