THE CRI LEADERSHIP TEAM PROVIDES SOLID EXPERIENCE WITH A PASSION FOR SERVICE

A firm's success rests solidly on the shoulders of its management team. At Carr, Riggs & Ingram, LLC, the executive committee works together with the CRI professionals to create a company that inspires its employees with passion for work and delivers to the client innovative and appropriate solutions.

William H. Carr, Steve Riggs, Phyllis Ingram, Timothy Herndon, Richard Weidner, Dan Holliday and James Bearden are leading CRI into the future with great anticipation. Their combined experience and dedication, and the support of strong professionals throughout CRI, makes a positive future for CRI and its clients. Always accessible to any client, the executive committee embraces the company's mission of passion and service.


To find out more about CRI's executive committee, read the following biographical information:

Bill has over 35 years experience in governmental, non-profit and small business auditing and consulting as well as corporate and individual taxation. Bill was in public accounting from 1969 until 1976 when he founded the firm now known as Carr, Riggs & Ingram, LLC.

EDUCATION
* University of Alabama, Tuscaloosa, Alabama
BS Accounting

PROFESSIONAL AFFILIATIONS
* Member American Institute of Certified Public Accountants
* Member Alabama Society of Certified Public Accountants
* Southeast Alabama Chapter of ASCPA

CIVIC ACTIVITIES
* Board of Directors, Community Bank and Trust
* Board of Directors, Regions Bank
* Board of Directors, Compass Bank
* Board of Directors, First Methodist Church
* Business Advisory Council, Troy State University
* Board of Directors, Huntingdon College

Steve has 25 years experience in public accounting and consulting services. He specializes in taxation, representation before the Internal Revenue Service (IRS), divorce settlements and litigation, mergers and acquisitions, and court appointed corporate/trustee engagements.

Steve either owns or has bought and sold numerous businesses. He owns all or an interest in corporations relating to real estate, real property developments, plane charters, banking and a radio station.

Prior to co-founding Carr, Riggs & Ingram, LLC, Steve worked for the IRS as a field agent for four years in Jacksonville, Florida. As a field agent, Steve audited complex corporate business transactions.

EDUCATION
* University of West Florida
BA, Accounting

PROFESSIONAL AFFILIATIONS
* American Institute of Certified Public Accountants (AICPA)
* Florida Institute of Certified Public Accountants (FICPA)
* Alabama Society of Certified Public Accountants (ASCPA)

CIVIC ACTIVITIES
* Founding member of the Community Development Corporation, a non-profit entity designed to assist low-income individuals qualify and purchase their first residence in Okaloosa County
* Past president of the Economic Development Council of Okaloosa County
* Member of the University of West Florida Business Advisory Council

Phyllis S. Ingram has sixteen years public accounting experience serving closely-held companies, insurance and not-for-profit organizations. Her areas of expertise within the insurance and not-for-profit industries include independent audits, income tax planning and preparation, regulatory compliance, accounting services and consulting.

Phyllis is a recognized speaker on insurance and not-for-profit related issues in the Southeast, and she regularly writes articles relating to not-for-profit issues and teaches not-for-profit taxation courses as well as other accounting courses for the Alabama Society of CPAs.

Phyllis Ingram brings extensive audit, accounting and taxation experience and notoriety to CRI, serving a large number of prominent clients in the Southeast. She is the managing partner in the Montgomery office.

Phyllis has experience in all phases of accounting from research on federal and state tax issues to preparing financial statements and reports. To maintain her certification and stay current on issues facing her clients, all of Phyllis Ingram’s continuing education is devoted to accounting and taxation topics. She is a highly regarded lecturer, frequently addressing groups throughout the nation. She regularly speaks for various state and national organizations.

PROFESSIONAL AFFILIATIONS
* Certified Public Accountant – North Carolina
* Certified Public Accountant – Alabama
* Certified Public Accountant – Florida
* American Institute of Certified Public Accountants
* Florida Institute of Certified Public Accountants
* Member, Alabama Council of Association Executives
* Member, Alabama Self Insurers Association
* Vice President, Alabama Society of Certified Public Accountants

EDUCATION
* B.S. in Business Administration, Auburn University of Montgomery, Summa Cum Laude, 1988
* Distinguished Student Award – School of Business
* Alabama Society of CPAs Achievement Award
* Outstanding Accounting Student Award

CIVIC ACTIVITIES
* Treasurer, Montgomery Area Family Violence, Inc.
* Chairman, Audit Committee, State Board of Missions, Alabama Baptist Convention
* Host Committee, 2001 Dixie Angels Softball World Series
* Member of Vaughn Forest Baptist Church in Montgomery

D. Timothy Herndon has 18 years experience in business mergers and acquisitions. Tim specializes in international and domestic taxation for closely-held businesses. He is also a skilled professional in estate and succession planning for family-held businesses.

PROFESSIONAL EXPERIENCE
* Partner at Carr, Riggs, & Ingram, LLC – 1990-present
* Executive committee member.
* Partner in charge of Niceville team (20 team members)
* Practicing in northwest Florida for past 18 years. Tim has vast experience with tax issues for agricultural interests, transportation companies, the construction industry, tax-exempt organizations, professional service firms, real estate joint venture projects and various wholesale/retail companies

PROFESSIONAL AFFILIATIONS
* Certified Public Accountant –Florida, Georgia and Alabama
* Board of Directors - Vanguard Bank
* Board of Directors - Synovus Trust of Florida
* Board of Okaloosa Walton Community College Foundation
* Past board member of FICPA- International Tax Division
* Past President – Emerald Coast Chapter, FICPA
* Florida Institute of Certified Public Accountants
* American Institute of Certified Public Accountants
* Alabama and Georgia Society of Certified Public Accountants

EDUCATION
* MBA 1988 University of West Florida
* BS in Accounting 1985 Florida State University

CIVIC ACTIVITIES
* Board Member – Mattie Kelly Arts Foundation
* Member Niceville-Valparaiso Rotary Club
* Member Chamber of Commerce - Niceville

Richard A. Weidner has thirty-five years experience in all phases of accounting and auditing. Richard works extensively as an advisor to commercial entities and professional service corporations for tax and business planning. He is a consultant to not-for-profits entities and other entities and is also a registered investment advisor.

PROFESSIONAL EXPERIENCE
* Worked at Monsanto Corporation as a cost accountant for three years before entering public accounting.
* Became a partner at Williams, Cox, Weidner & Cox in 1972 and became managing partner of Williams, Cox, Weidner and Cox in May, 1994.
* Became partner at Carr, Riggs & Ingram, LLC in 2002 and became member of CRI Executive Committee.
PROFESSIONAL AFFILIATIONS
* Involved in continuing education in the form of weeklong tax seminars for many years
* Past Chairman of the Tax Standards Committee of Accounting Firms Associated, Inc.
* Served on Florida Institute of CPA's Committees on Federal Taxes and Financial Institutions.
* Member of the American and Florida Institutes of Certified Public Accountants.

EDUCATION
* BS in accounting from Florida State University in 1966

CIVIC ORGANIZATIONS
* Involved in civic organizations for the past 20 years
* President of the Tallahassee YMCA
* Treasurer and Executive Committee member for three years for the Tallahassee Chamber of Commerce
* Leon County Library Advisory Board
* Board of Trustees for Maclay School.
* Served as a campaign cabinet member for the United Way.

James N. Bearden has more than 35 years of public accounting experience focused on providing audit, accounting and consulting services primarily to privately held middle market clients in construction, retail, manufacturing and distribution industries. Jim began his career with Grant Thornton, and in 1976, co-founded Bearden & Smith, P.C., an Atlanta-based firm which merged with Carr, Riggs & Ingram in 2006. Jim is currently the Partner-In-Charge of CRI-Atlanta, as well as a member of the Executive Committee.

EDUCATION
* University of Georgia
BA, Accounting

PROFESSIONAL AFFILIATIONS
* American Institute of Certified Public Accountants
* Georgia Society of Certified Public Accountants
* Association of Certified Fraud Examiners

CIVIC ACTIVITIES
* Involved in various civic organizations over the past 30 years
* Past Treasurer, St. Ives Country Club
* CPE course instructor

J. Dan Holliday has more than twenty years of experience in public accountancy and consulting, and is CRI's expert in construction accounting. Dan acts as a consultant to construction company owners in the areas of bonding, business valuations, business succession planning, productivity and profitability. He was the co-founding partner of the firm Davenport, Holliday & Spring, which merged with Carr, Riggs & Ingram in 2001.

EDUCATION
* University of Mississippi
BA, Accounting

PROFESSIONAL AFFILIATIONS
* Advisor to Mississippi Chapter of Associated General Contractors and the AGC Worker's Compensation Fund
* Member, National AGC Committees on Surety Bonding and Insurance
* Member, Associated Builders and Contractors (ABC)
* Member, Mississippi Roadbuilders' Association (MRBA)
* Member, American Subcontractors Association (ASA)
* Member, Mississippi Asphalt Pavement Association (MAPA)
* Member, Construction Financial Management Association (CFMA)
* Member, Associated General Contractors (AGC)
* American Institute of Certified Public Accountants
* National Association of Certified Valuation Analysts

CIVIC ACTIVITIES
* Treasurer of the Mississippi Construction Education Foundation
* Past Treasurer of the First Baptist Church of Madison, MS
* Past Treasurer and Member of the Board of Trustees of Madison-Ridgeland Academy
* Past Finance Chairman and Treasurer of the Christ Methodist Church of Jackson, MS