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DTSTART;TZID=America/New_York:20260625T120000
DTEND;TZID=America/New_York:20260625T130000
DTSTAMP:20260818T134337
CREATED:20260616T202112Z
LAST-MODIFIED:20260630T134349Z
UID:10000208-1782388800-1782392400@www.grassiadvisors.com
SUMMARY:2026 Construction and A&E State of the Industry: Trends Shaping Growth\, Risk and Opportunity
DESCRIPTION:As construction and A&E firms enter the second half of the year\, many leaders are reassessing growth plans\, evaluating backlog quality\, and navigating ongoing market uncertainty. Join us for a live discussion on what the latest industry data reveals and what it means for your business strategy moving forward. \nGrounded in insights from Grassi’s 2026 Construction and A&E Survey\, this webinar will focus on how firms are responding to today’s evolving environment and where the market is heading next. \nAttendees will gain perspective on: \n\nHow firms are adjusting growth strategies in response to market conditions\nWhere margin pressure and operational challenges are emerging\nHow workforce\, backlog and pipeline trends are shaping decision-making\nWhat leading firms are doing to position for the next phase of growth\n\nThe program will feature a panel discussion moderated by Grassi partners\, with perspectives from leaders across key industry associations: \n\nJohn T. Evers\, PhD\, President & CEO\, American Council of Engineering Companies of New York (ACEC New York)\nFelice Farber\, Executive Director\, Subcontractors Trade Association (STA)\nMarc Herbst\, Executive Director\, Long Island Contractors’ Association (LICA)\n\nTogether\, Grassi advisors and industry leaders will share actionable insights on the trends shaping the construction and A&E landscape.
URL:https://www.grassiadvisors.com/event/2026-construction-ae-state-of-the-industry-trends-shaping-growth-risk-and-opportunity/
CATEGORIES:Architecture & Engineering,Construction
ATTACH;FMTTYPE=image/jpeg:https://www.grassiadvisors.com/wp-content/uploads/2026/06/Grassi_Image_website_CONS_Survey-Report-Virtual-Event_2026-06_FA_1200-x-400.jpg
LOCATION:https://www.grassiadvisors.com/event/2026-construction-ae-state-of-the-industry-trends-shaping-growth-risk-and-opportunity/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260624T120000
DTEND;TZID=America/New_York:20260624T130000
DTSTAMP:20260818T134337
CREATED:20260609T162051Z
LAST-MODIFIED:20260630T163015Z
UID:10000207-1782302400-1782306000@www.grassiadvisors.com
SUMMARY:Strengthening Nonprofit Fundraising Strategies and Infrastructure
DESCRIPTION:This interactive panel discussion brings together experienced nonprofit leaders and development executives to explore how organizations can strengthen fundraising strategy. \nThe conversation will focus on building the right infrastructure to support philanthropy\, aligning fundraising efforts more closely with mission and measurable impact\, and creating a thoughtful donor engagement framework that supports informed decision-making. Panelists will share practical perspectives on setting effective ask strategies\, improving financial transparency\, and communicating impact with clarity and confidence. \nAttendees will leave with actionable ideas to elevate philanthropy from a transactional activity to a strategic\, mission-driven function that supports sustainable growth. \nPanelists \n\n David M. Rottkamp\, Grassi Nonprofit Practice Leader (Moderator)\n Jonathan Chenkin\, Chief Development Officer\, Family Service League\n Jeff Price\, CEO\, Heisman Foundation\n Leah Wolf\, Chief Philanthropy Officer\, Jewish Federation of Southern NJ
URL:https://www.grassiadvisors.com/event/strengthening-nonprofit-fundraising-strategies-and-infrastructure/
CATEGORIES:Nonprofit
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LOCATION:https://www.grassiadvisors.com/event/strengthening-nonprofit-fundraising-strategies-and-infrastructure/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T120000
DTEND;TZID=America/New_York:20260528T130000
DTSTAMP:20260818T134337
CREATED:20260518T185829Z
LAST-MODIFIED:20260605T142530Z
UID:10000206-1779969600-1779973200@www.grassiadvisors.com
SUMMARY:Navigating Grant Compliance: A Growing Risk Area for Nonprofits
DESCRIPTION:As grant funding grows more complex\, compliance requirements are becoming an increasingly significant risk for nonprofit organizations. \nThis session will focus on grant compliance as an emerging issue\, helping nonprofit leaders understand the financial\, operational\, and governance implications of noncompliance. Grassi’s advisors will share common compliance pitfalls\, evolving funder expectations\, documentation and reporting requirements\, and strategies to strengthen internal controls around grant management. \nAttendees will gain practical guidance on aligning financial reporting\, program tracking\, and internal processes to ensure grants withstand audit and scrutiny\, protecting funding\, reputation\, and mission sustainability.
URL:https://www.grassiadvisors.com/event/navigating-grant-compliance-a-growing-risk-area-for-nonprofits/
CATEGORIES:Nonprofit
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LOCATION:https://www.grassiadvisors.com/event/navigating-grant-compliance-a-growing-risk-area-for-nonprofits/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260429T113000
DTEND;TZID=America/New_York:20260429T120000
DTSTAMP:20260818T134337
CREATED:20260417T140528Z
LAST-MODIFIED:20260609T211300Z
UID:10000205-1777462200-1777464000@www.grassiadvisors.com
SUMMARY:IEEPA Tariff Refunds: What Phase 1 Means for Importers and How to Prepare Without Triggering Risk
DESCRIPTION:As U.S. Customs and Border Protection continues to roll out the IEEPA tariff refund process\, importers are facing critical questions around eligibility\, timing\, compliance\, and enforcement risk. With Phase 1 underway and heightened scrutiny from Customs\, understanding how to prepare and how to avoid missteps is essential. \nJoin Grassi Partner\, Michael Violano\, and Nunzio DeFilippis\, Co‑CEO of CargoTrans\, for a timely discussion on the practical realities of the IEEPA tariff refund landscape and what importers should be doing now. \nAttendees will learn: \n\nWhat Phase 1 eligibility means for importers and which entries may qualify\nHow the 45‑day CBP review and liquidation timeline works\nCompliance pitfalls that can delay or disqualify refund claims\nWhy ACH readiness is critical to the timely receipt of refunds\nWhat CBP is scrutinizing most closely during the refund process\n\nThis session will translate recent CBP guidance into clear\, actionable next steps for Manufacturing & Distribution companies navigating tariff refunds and ongoing compliance risk
URL:https://www.grassiadvisors.com/event/ieepa-tariff-refunds-phase-1-importers-prepare-without-triggering-risk/
CATEGORIES:Manufacturing & Distribution
ATTACH;FMTTYPE=image/jpeg:https://www.grassiadvisors.com/wp-content/uploads/2026/04/Grassi_Image_Website_MD_Tariff-Webinar-IEEPA-Refunds_2026-04_v1_1200-x-400.jpg
LOCATION:https://www.grassiadvisors.com/event/ieepa-tariff-refunds-phase-1-importers-prepare-without-triggering-risk/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260428T120000
DTEND;TZID=America/New_York:20260428T130000
DTSTAMP:20260818T134337
CREATED:20260407T201231Z
LAST-MODIFIED:20260605T143345Z
UID:10000204-1777377600-1777381200@www.grassiadvisors.com
SUMMARY:AI in Finance: Practical Tools for Smarter Nonprofit Operations
DESCRIPTION:Technology plays an increasingly important role in how nonprofits operate and make decisions\, but effectiveness depends on how well systems\, data\, and processes work together. \nThis two-part webinar series focuses on practical\, advisory-driven strategies to strengthen operational efficiency and financial decision-making through thoughtful use of technology. Designed for nonprofit leaders and finance professionals\, the series explores real-world challenges and actionable approaches that support sustainable operations and improved workflows without unnecessary complexity. \nThis session\, AI in Finance: Practical Tools for Smarter Nonprofit Operations\, builds on that foundation by exploring real-world applications of AI to improve accuracy\, streamline workflows\, and accelerate reporting. \nThe first session\, Process Improvement Through Technology: Driving Operational Effectiveness\, focused on aligning technology\, processes\, and data to reduce inefficiencies and strengthen day-to-day operations.
URL:https://www.grassiadvisors.com/event/ai-in-finance-practical-tools-for-smarter-nonprofit-operations/
CATEGORIES:Nonprofit
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LOCATION:https://www.grassiadvisors.com/event/ai-in-finance-practical-tools-for-smarter-nonprofit-operations/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260416T120000
DTEND;TZID=America/New_York:20260416T130000
DTSTAMP:20260818T134337
CREATED:20260407T200859Z
LAST-MODIFIED:20260605T143457Z
UID:10000203-1776340800-1776344400@www.grassiadvisors.com
SUMMARY:Process Improvement Through Technology: Driving Operational Effectiveness
DESCRIPTION:Technology plays an increasingly important role in how nonprofits operate and make decisions\, but effectiveness depends on how well systems\, data\, and processes work together. \nThis two-part webinar series focuses on practical\, advisory-driven strategies to strengthen operational efficiency and financial decision-making through thoughtful use of technology. Designed for nonprofit leaders and finance professionals\, the series explores real-world challenges and actionable approaches that support sustainable operations and improved workflows without unnecessary complexity. \nThis session\, Process Improvement Through Technology: Driving Operational Effectiveness\, focuses on aligning technology\, processes\, and data to reduce inefficiencies and strengthen day-to-day operations. \nThe second session\, AI in Finance: Practical Tools for Smarter Nonprofit Operations\, builds on that foundation by exploring real-world applications of AI to improve accuracy\, streamline workflows\, and accelerate reporting.
URL:https://www.grassiadvisors.com/event/process-improvement-through-technology-driving-operational-effectiveness/
CATEGORIES:Nonprofit
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LOCATION:https://www.grassiadvisors.com/event/process-improvement-through-technology-driving-operational-effectiveness/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260219T120000
DTEND;TZID=America/New_York:20260219T130000
DTSTAMP:20260818T134337
CREATED:20260205T181347Z
LAST-MODIFIED:20260209T170008Z
UID:10000201-1771502400-1771506000@www.grassiadvisors.com
SUMMARY:2026 Employee Law Changes: What Franchise and Restaurant Operators Need to Know
DESCRIPTION:Franchise and restaurant employers are facing a series of upcoming employment law changes that will introduce new compliance\, tracking and notice requirements. Understanding these developments can help reduce risk and avoid costly missteps. \nJoin Grassi’s Franchise Services Team for a panel-style discussion hosted by Diana Mead\, Co-President of Franchise Services\, featuring Brianne Murphy\, Chair of Employment Practices at Helbraun Levey. This session will provide a high-level overview of key employment law updates and their practical impact on multi-location operators. \nKey Topics Include: \n\nUpcoming changes to earned sick and safe time requirements\nNew York pregnancy-related leave\, paid prenatal leave and IVF-related protections\nWage-related updates and notice/posting considerations\nTracking and compliance risks facing franchise and restaurant employers\n\nThis discussion is designed to build awareness and help operators understand what’s changing and where to focus attention.
URL:https://www.grassiadvisors.com/event/employee-law-changes-what-franchise-and-restaurant-operators-need-to-know/
CATEGORIES:Franchises
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LOCATION:https://www.grassiadvisors.com/event/employee-law-changes-what-franchise-and-restaurant-operators-need-to-know/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251023T110000
DTEND;TZID=America/New_York:20251023T120000
DTSTAMP:20260818T134337
CREATED:20251023T104139Z
LAST-MODIFIED:20251125T230251Z
UID:10000102-1761217200-1761220800@www.grassiadvisors.com
SUMMARY:2025 Nonprofit Leadership Survey Results & Analysis
DESCRIPTION:Gain Exclusive Insights to Drive Your Nonprofit’s Success \nGrassi’s 2025 Nonprofit Leadership Survey captured insights from more than 200 leaders across the sector\, revealing how nonprofits are navigating rising demands\, escalating costs\, shifting funding streams and emerging opportunities for growth. \nJoin us on Thursday\, October 23\, for an exclusive webinar where Grassi’s Nonprofit advisors will present an in-depth analysis of the year’s survey findings. Attendees will gain access to actionable strategies and exclusive insights to help their organizations: \n\nNavigate funding instability and adapt to shifting federal funding landscapes\nAlign budget expectations with financial priorities\nStrengthen board engagement and address succession planning gaps\nAdopt technology and AI to drive efficiency\, productivity and impact\nBuild resilience through partnerships\, innovation and diversification\n\nDon’t miss this opportunity to align your nonprofit’s strategy with the latest sector benchmarks and position your organization for success. Register now.
URL:https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/
LOCATION:Online
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251007T120000
DTEND;TZID=America/New_York:20251007T130000
DTSTAMP:20260818T134337
CREATED:20251023T104141Z
LAST-MODIFIED:20251104T171559Z
UID:10000106-1759838400-1759842000@www.grassiadvisors.com
SUMMARY:Healthcare M&A in Focus: Trends\, Valuations\, and Strategic Readiness
DESCRIPTION:As consolidation intensifies and investor strategies evolve\, healthcare providers and private equity groups must adapt to new wave of challenges and opportunities. Join Grassi’s expert panel for a virtual discussion on the current state of  healthcare M&A — and the practical steps needed to position your organization for success. \nWhat You’ll Learn: \n\nEmerging healthcare M&A trends shaping today’s market\nHow to prepare for a Quality of Earnings (QoE) review\nKey valuation considerations\, including EBITDA adjustments and common red flags\nOperational steps to improve deal readiness and post-acquisition success\nReal-world insights from recent healthcare transactions\nBest practices for deal structuring\, leadership retention\, and integration planning\n\nThis session is built to help healthcare founders\, operators\, and investors looking to optimize deal value\, avoid transaction pitfalls\, and drive stronger outcomes before and after a sale.
URL:https://www.grassiadvisors.com/event/healthcare-ma-in-focus-trends-valuations-and-strategic-readiness/
LOCATION:Online
CATEGORIES:Healthcare
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250910T110000
DTEND;TZID=America/New_York:20250910T120000
DTSTAMP:20260818T134337
CREATED:20251023T104144Z
LAST-MODIFIED:20260807T165633Z
UID:10000111-1757502000-1757505600@www.grassiadvisors.com
SUMMARY:Securing the Future: Succession Planning and Leadership Development for Nonprofits
DESCRIPTION:As the nonprofit landscape faced ongoing change\, the need for leadership continuity and strategic talent development had never been more urgent. \nEffective succession planning and leadership development were two essential strategies for preserving missions\, retaining talent\, and building long-term sustainability. \nIn this session\, Grassi nonprofit and human resources advisors explored: \n\nThe core components of an effective succession plan\nBuilding and nurturing a strong leadership pipeline\nCapturing and transferring institutional knowledge\nBest practices for employee and board development\nOvercoming challenges and resistance to leadership transitions\n\nWhether organizations were preparing for an upcoming leadership transition or simply looking to strengthen leadership development and future-proof their operations\, this session equipped them with the tools to plan proactively for the future.
URL:https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/
LOCATION:Online
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250909T120000
DTEND;TZID=America/New_York:20250909T130000
DTSTAMP:20260818T134337
CREATED:20251023T104144Z
LAST-MODIFIED:20251104T174831Z
UID:10000112-1757419200-1757422800@www.grassiadvisors.com
SUMMARY:Improving Financial Performance Across Your Healthcare Organization
DESCRIPTION:Grassi Healthcare Advisors presented a session designed to help healthcare leaders strengthen financial decision-making and improve performance across their organizations. \nLed by industry experts Joseph Tomaino\, M.S.\, R.N. and Jaime Rapps\, CPA\, the conversation provided both strategic perspective and practical tools to support more confident\, data-driven financial management. \nIn this session\, participants explored: \n\n\nHow to interpret balance sheet indicators for a clearer picture of financial health \n\n\nTechniques to enhance income statement analysis and forecasting \n\n\nThe role of EBITDA and cost-per-day analytics in evaluating performance \n\n\nWays to improve cash flow\, optimize staffing strategies\, and balance payer mix \n\n\nThe value of internal and external benchmarks for smarter decision-making \n\n\nActionable approaches to cost control and liquidity management \n\n\nThe session equipped healthcare leaders with the insights needed to strengthen operations\, maximize efficiency\, and build financial resilience for the future.
URL:https://www.grassiadvisors.com/event/improving-financial-performance-across-your-healthcare-organization/
LOCATION:Online
CATEGORIES:Healthcare
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250904T160000
DTEND;TZID=America/New_York:20250904T170000
DTSTAMP:20260818T134337
CREATED:20251023T104145Z
LAST-MODIFIED:20251104T174901Z
UID:10000113-1757001600-1757005200@www.grassiadvisors.com
SUMMARY:The Subcontractor’s CFO Suite: Navigating Liquidity and ‘The One Big Beautiful Bill’
DESCRIPTION:Managing cash flow in construction shouldn’t be a constant battle. With invoices to manage\, unpredictable payment timelines and new legislation to navigate\, planning may quickly feel overwhelming for subcontractors. \nOn Thursday\, September 4\, join Carl Oliveri\, Grassi Construction Practice Leader\, and Anwar Ghauche\, CEO of Constrafor\, for a discussion breaking down the biggest financial risks subcontractors face today — and sharing actionable strategies for turning financial pressure into opportunity. \nIn this session\, you will learn how to: \n\nProactively identify liquidity risks before they impact operations.\nUnderstand the practical impact of “The One Big Beautiful Bill” on your payment processes.\nGain real-time visibility into project-level cash flow.\nLeverage technology to move from reactive accounting to strategic financial management.\n\nRegister now to equip your business with the tools needed to navigate today’s financial challenges.
URL:https://www.grassiadvisors.com/event/the-subcontractors-cfo-suite-navigating-liquidity-and-the-one-big-beautiful-bill/
LOCATION:Online
CATEGORIES:Construction
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250729T110000
DTEND;TZID=America/New_York:20250729T120000
DTSTAMP:20260818T134337
CREATED:20251023T104146Z
LAST-MODIFIED:20251104T174922Z
UID:10000115-1753786800-1753790400@www.grassiadvisors.com
SUMMARY:Measure Up: Financial Insights to Build Stronger and Smarter
DESCRIPTION:With 2024 in the rearview mirror and 2025 already halfway through\, how is your construction business measuring up to its competitors? \nGrassi’s Construction team hosted a live webinar where we discussed the findings from our latest construction benchmarking report and explored what they reveal about profitability\, liquidity\, leverage\, and long-term resilience in today’s evolving market. \nIn this session\, we assisted you with: \n\nAssessing the financial health of your construction business using 2024 benchmarks\nComparing your company’s performance to industry peers and market trends\nBuilding a stronger strategy for the remainder of 2025 and beyond\n\nWhether you’re preparing for growth or navigating economic uncertainty\, these insights will help you make more informed\, confident decisions moving forward – access the webinar recording.
URL:https://www.grassiadvisors.com/event/measure-up-financial-insights-to-build-stronger-and-smarter/
LOCATION:Online
CATEGORIES:Construction
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250721T100000
DTEND;TZID=America/New_York:20250721T104500
DTSTAMP:20260818T134337
CREATED:20251023T104147Z
LAST-MODIFIED:20251104T174943Z
UID:10000116-1753092000-1753094700@www.grassiadvisors.com
SUMMARY:Breaking Down the One Big Beautiful Bill: What It Means for Contractors
DESCRIPTION:Sweeping tax reform is here\, and for contractors\, it offers more than just compliance updates. The One Big Beautiful Bill Act (OBBBA) introduces a range of strategic planning opportunities for the construction industry to help reduce tax burdens\, improve cash flow\, and strengthen long-term financial positioning. \nCarl Oliveri\, Grassi’s Construction Practice Leader\, spoke on how this new legislation directly impacts the construction industry. Viewers received practical guidance on assessing their current strategies\, identifying areas for optimization\, and making more informed tax decisions under the new law. \nWhether you’re a contractor\, developer\, or construction supplier\, this session will equip you with the knowledge and tools to understand and leverage the planning options now available under OBBBA. Watch now.
URL:https://www.grassiadvisors.com/event/breaking-down-the-one-big-beautiful-bill-what-it-means-for-contractors/
LOCATION:Online
CATEGORIES:Construction
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250710T120000
DTEND;TZID=America/New_York:20250710T130000
DTSTAMP:20260818T134337
CREATED:20251023T104147Z
LAST-MODIFIED:20251104T175146Z
UID:10000117-1752148800-1752152400@www.grassiadvisors.com
SUMMARY:The One Big Beautiful Bill: Tax Insights from Grassi’s Advisors
DESCRIPTION:On July 4\, 2025\, President Trump signed the landmark “One Big Beautiful Bill Act” (OBBBA) into law\, introducing sweeping changes that impact individual\, business\, and estate tax planning strategies nationwide. \nOn Thursday\, July 10\, Grassi’s tax advisors hosted one of the most impactful webinars of the year\, unpacking the key provisions of this legislation and what they mean for your income tax and financial planning strategies. \nKey Topics Included: \n\nIndividual tax updates: income tax rates under TCJA made permanent\, SALT cap increases and other changes in itemized deductions\, preservation of the PTET deduction\, Child Tax Credit adjustments\nBusiness impacts: research and development expensing\, 100% bonus depreciation made permanent\, Section 179 deduction increased\, QBI deduction made permanent\, expanded interest deduction\, Qualified Production Property (QPP) expensing\, the effective end of the Employee Retention Credit program\, and more\nTrusts & Estates: update to the lifetime gift tax exclusion\, income tax rates made permanent\nWhat’s still unclear — and what to watch for next\n\nAccess the webinar recording to gain clarity and insights directly from Grassi’s tax advisors.
URL:https://www.grassiadvisors.com/event/the-one-big-beautiful-bill-tax-insights-from-grassis-advisors/
LOCATION:Online
CATEGORIES:Architecture & Engineering,Automotive,Cannabis,Construction,Energy & Utilities,Financial Services,Franchises,Healthcare,Manufacturing & Distribution,Nonprofit,Real Estate,Sports & Entertainment
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250610T130000
DTEND;TZID=America/New_York:20250610T141500
DTSTAMP:20260818T134337
CREATED:20251023T104150Z
LAST-MODIFIED:20251105T150904Z
UID:10000122-1749560400-1749564900@www.grassiadvisors.com
SUMMARY:An Update To Tariffs: Strategies and AI To Navigate The Risk
DESCRIPTION:OVERVIEW: As tariffs reshape the economic landscape\, construction companies must adapt to stay competitive and maintain project viability. This comprehensive session will provide industry leaders with actionable strategies for implementing procurement\, inventory\, and financial management practices that preserve profitability and support ongoing operations in this challenging environment. \n\nGet up-to-date perspectives from industry leaders about the impact tariffs are having on construction.\nUnderstand how recent tariff expansions affect material costs\, equipment\, and tools across residential and commercial construction.\nLearn practical strategies to optimize material procurement and enhance inventory management.\nSee a live demo of the Document Crunch AI Tariff Preparedness checklist\, offered to all Trimble users at no cost!\n\nEXPERT PANELISTS: \n  \nCarl Oliveri\, GRASSI: “Carl Oliveri is the Construction Practice Leader and a partner at Grassi. He has over 25 years of experience advising owners and executives in the Construction industry\, particularly in project-centric and companywide financial modeling\, operational strategy development\, financial statement accounting services and income tax method analysis. This extensive industry experience allows him to provide insight and advice to construction clients on marketplace trends and best practices.” \n  \nPatrick Allen\, Trimble: “Patrick Allen is the AVP of Sales for New Clients with Trimble and has been with the company since 2007. He and his salesforce have helped thousands of construction companies with their technology needs covering ERP solutions\, Project & Field Management Controls\, and Design/Modeling & Estimating technology.” \n  \nChad Waite\, Document Crunch: “Chad Waite is the Sr. Channel Manager at Document Crunch and oversees the partner programs and relationships Document Crunch has with other industry construction technology providers\, national associations and service providers.”
URL:https://www.grassiadvisors.com/event/an-update-to-tariffs-strategies-and-ai-to-navigate-the-risk/
LOCATION:Online
CATEGORIES:Construction
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250610T090000
DTEND;TZID=America/New_York:20250610T120000
DTSTAMP:20260818T134337
CREATED:20251023T104149Z
LAST-MODIFIED:20260811T132458Z
UID:10000121-1749546000-1749556800@www.grassiadvisors.com
SUMMARY:2025 Virtual Nonprofit Symposium
DESCRIPTION:Grassi Nonprofit Advisors hosted its annual Nonprofit Symposium on Tuesday\, June 10th from 9:00 a.m. – 12:00 p.m.—a signature event designed to inform\, inspire\, and empower leaders in the nonprofit sector. This year\, the event returned to a fully virtual format\, making it even easier for attendees and their teams to participate from wherever they were. \nParticipants heard from leading voices in nonprofit finance\, technology\, HR\, and organizational strategy throughout the morning. Expert-led sessions and a thought-provoking panel discussion provided practical tools and insights to strengthen nonprofit operations\, finances\, and long-term sustainability. \nWhat Attendees Experienced: \nWhether a nonprofit executive\, CFO\, board member\, or industry professional\, the 2025 Symposium offered valuable guidance on: \n\n\nUnderstanding the latest trends and developments in the nonprofit sector \n\n\nUsing technology and AI to streamline operations and increase impact \n\n\nPlanning strategically through budgeting\, forecasting\, and scenario modeling \n\n\nRedefining the finance function as a strategic driver of mission success \n\n\nAddressing evolving HR and benefits challenges \n\n\nLearning from the real-world experience of nonprofit CFOs \n\n\nThis event offered an opportunity to stay ahead of sector trends\, strengthen organizational strategy\, and connect with peers across the nonprofit community—all in one morning and without leaving the desk. \nThank you to our Symposium Sponsor: EPIC Insurance Brokers & Consultants.
URL:https://www.grassiadvisors.com/event/2025-virtual-nonprofit-symposium/
LOCATION:Online
CATEGORIES:Nonprofit
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250429T110000
DTEND;TZID=America/New_York:20250429T120000
DTSTAMP:20260818T134337
CREATED:20251023T104155Z
LAST-MODIFIED:20260807T161521Z
UID:10000133-1745924400-1745928000@www.grassiadvisors.com
SUMMARY:Embracing Digital Transformation: How Technology and AI Are Reshaping Nonprofits
DESCRIPTION:Grassi’s nonprofit and technology advisors held an essential discussion on digital transformation and the role of Artificial Intelligence (AI) in the nonprofit environment. Their industry leaders shared critical insights on: \n\nHow nonprofits could leverage AI to improve fundraising\, operations\, and community outreach\n Sector-specific AI applications for healthcare\, education\, fundraising\, and grant-making organizations\nWays to enhance decision-making\, streamline processes\, and increase stakeholder engagement\nStrategies for protecting organizations’ brands and data when implementing AI\nReal-world case studies of successful AI implementation and cautionary tales\n\nAs technology evolved\, nonprofits needed to adapt to stay competitive and maximize impact. This comprehensive session provided nonprofit leaders with actionable strategies for implementing technology that drove greater impact\, fostered innovation\, and supported their mission in the digital age.
URL:https://www.grassiadvisors.com/event/ai-for-nonprofits-digital-transformation/
LOCATION:Online
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250408T100000
DTEND;TZID=America/New_York:20250408T110000
DTSTAMP:20260818T134337
CREATED:20251023T104157Z
LAST-MODIFIED:20251105T165227Z
UID:10000137-1744106400-1744110000@www.grassiadvisors.com
SUMMARY:Navigating the New Tariff Landscape: Solutions for the Construction Industry
DESCRIPTION:Leading construction industry advisors discussed the expanded tariff program and its impact on the construction sector. Our industry experts shared critical insights on: \n\nHow recent tariff expansions affect material costs\, equipment\, and tools across residential and commercial construction\nPractical strategies to optimize material procurement and enhance inventory management\nFinancial management best practices to maintain profitability despite rising costs\nContractual strategies\, including effective escalation clauses to protect your business\nReal-world examples of how construction companies are successfully navigating price volatility\n\nAs tariffs reshape the economic landscape\, construction companies must adapt to stay competitive and maintain project viability. This comprehensive session provided industry leaders with actionable strategies for implementing procurement\, inventory\, and financial management practices that preserve profitability and support ongoing operations in this challenging environment.
URL:https://www.grassiadvisors.com/event/navigating-the-new-tariff-landscape-solutions-for-the-construction-industry/
LOCATION:Online
CATEGORIES:Construction
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250318T110000
DTEND;TZID=America/New_York:20250318T120000
DTSTAMP:20260818T134337
CREATED:20251023T104158Z
LAST-MODIFIED:20251105T165546Z
UID:10000140-1742295600-1742299200@www.grassiadvisors.com
SUMMARY:Risk Management for Nonprofits: Building a Resilient Organization
DESCRIPTION:Grassi’s nonprofit experts came together for an important discussion on enterprise risk management in today’s dynamic environment. Our industry leaders shared critical insights on: \n\nCurrent economic and financial risk trends impacting nonprofits\nStrategies for mitigating operational and strategic risks\nGovernance and compliance considerations\nTechnology and cybersecurity risk management\nEnterprise Risk Management (ERM) framework considerations and implementation\n\nThis comprehensive session provided nonprofit leaders with actionable strategies for identifying\, assessing\, and managing organizational risks while maintaining mission effectiveness. \nRegister today to join the conversation!
URL:https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/
LOCATION:Online
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240925T110000
DTEND;TZID=America/New_York:20240925T120000
DTSTAMP:20260818T134337
CREATED:20251023T104212Z
LAST-MODIFIED:20251105T174928Z
UID:10000162-1727262000-1727265600@www.grassiadvisors.com
SUMMARY:Practice Valuation: Maximizing Your Healthcare Practice’s Worth
DESCRIPTION:As a healthcare practitioner\, understanding the true value of your practice is crucial for making informed decisions about your professional future. Whether you plan to sell soon or want to enhance your practice’s worth\, this live video session provides essential insights. \nOn Wednesday\, September 25\, Grassi Healthcare Advisors hosted a live video session featuring industry experts who will share valuable information on practice valuation. Our presenters discussed key factors that influence practice value and provide strategies to maximize your practice’s worth. \nTopics of discussion include: \n\nCurrent trends in healthcare practice valuations\nKey factors that impact practice value\nStrategies to increase your practice’s worth\nCommon pitfalls to avoid when selling a practice\nLegal and financial considerations in practice sales\nQ&A session with our expert panel\n\n 
URL:https://www.grassiadvisors.com/event/practice-valuation-maximizing-your-healthcare-practices-worth/
LOCATION:Live Video Session
CATEGORIES:Healthcare
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END:VCALENDAR