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.
The 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.
This session, Navigating Grant Compliance, A Growing Risk Area for Nonprofits, 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.
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.
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.
Process Improvement Through Technology: Driving Operational Effectiveness, focuses on aligning technology, processes, and data to reduce inefficiencies and strengthen day-to-day operations.
Join 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.
Gain Exclusive Insights to Drive Your Nonprofit’s Success Grassi’s 2025 Nonprofit Leadership Survey captured insights from more than 200 leaders across the sector, revealing how nonprofits are navigating rising demands,
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
As the nonprofit landscape faces ongoing change, the need for leadership continuity and strategic talent development has never been more urgent. Effective succession planning and leadership development are two essential
Grassi Healthcare Advisors presents a session designed to help healthcare leaders strengthen financial decision-making and improve performance across their organizations. Led by industry experts Joseph Tomaino, M.S., R.N. and Jaime
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. On
With 2024 in the rearview mirror and 2025 already halfway through, how is your construction business measuring up to its competitors? Join Grassi’s Construction team for a live webinar where
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
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.
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
Join Grassi Nonprofit Advisors on Tuesday, June 10th from 9:00 a.m. – 12:00 p.m., for our annual Nonprofit Symposium, a signature event designed to inform, inspire, and empower leaders in
