1. Introduction to Carr, Riggs & Ingram (CRI)

2. CRI Internal Note: As you introduce yourself and our firm, start by pointing out that this presentation will dive deeper into our national strength/southern roots. Before transitioning, be sure to note we are a super regional firm, based in the south, and rank 21st nationally. This slide reflects who we are to our clients. This presentation will dive deeper into those roots in order to share who we are to our professionals.

3. CRI: Statistics

4. CRI: Values

5. CRI: Philanthropy
CRI Internal Note: As a super-regional CPA firm, CRI prides itself on making a difference in the lives of those around us—including our team members and communities. Building on the momentum from the 2011 Alabama tornado fundraiser, CRI CARES was established to provide ongoing assistance to our local communities. CRI professionals identify ways in which they can serve and support their local communities through various volunteer and fund raising activities.

6. CRI: Industries of Focus
FINANCIAL SERVICES
Banks
Credit Unions
Insurance
GOVERNMENT, NONPROFIT & RETIREMENT
Governments
Education
Nonprofits
Retirement Plans
COMMERCIAL PRODUCTS
Construction
Manufacturing
Distribution
HEALTHCARE
Medical Practices
Hospitals
Long-Term Care
LOCAL PRACTICE
Client Accounting Services
Business Tax
Individual Tax
Non-Key Industry Projects
Internal CRI Note: Be sure any point out if you have anyone in your offices who is a firm leader in one of these industries.

7. CRI: Service Offerings
DRAFT
CRI: Service Offerings
Accounting & Auditing
Advisory
Business Support & Transaction
Employee Benefit Plans
Governance, Risk & Assurance
Tax
Internal CRI Note: Be sure any point out if you have anyone in your office(s) who is a firm leader in one of these practices.
Notes: _________________________________________________________________
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8. CRI: CRInnovate
CRInnovate is our challenge to ourselves and our people to embrace agility and innovation to improve service to our clients. Our goals include:

9. CRInnovate: CRI vSTAR™ Process

10. CRI: Resources at Work for You
NATIONAL
INTERNATIONAL
Top 25 CPA firm
PrimeGlobal
80+ countries
320+ firms
750+ offices
18,000 staff

11. CRI: Why Choose Us Experienced Approach Team Fee Structure Quality
Cost-effective
Affordable alternative to “Big 4” firms
Interested in long-term, successful relationships
Team assigned commensurate to risk
Access to additional resources for research
Specialized industry training
Maintain highest professional standards
Client relationship focused
Frequent, open and proactive communication
Heavy partner involvement
Industry expertise/ understanding
Industry experience
Seasoned partners
Significant regulatory experience
Experienced
Team
Approach
Fee Structure
Quality

12. CRI: Join Our Conversation

13. Name, Title
Office Location
Phone