Introduction to Carr, Riggs & Ingram (CRI)

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.

CRI: Statistics

CRI: Values

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.

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.

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: _________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________

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:

CRInnovate: CRI vSTAR™ Process

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

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

CRI: Join Our Conversation

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