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.
Process Improvement Through Technology: Driving Operational Effectiveness, focuses on aligning technology, processes, and data to reduce inefficiencies and strengthen day-to-day operations.
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.
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.
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.
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.
