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DTSTART;TZID=America/New_York:20250710T120000
DTEND;TZID=America/New_York:20250710T130000
DTSTAMP:20260405T092818
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:20250617T000000
DTEND;TZID=America/New_York:20250617T235959
DTSTAMP:20260405T092818
CREATED:20251023T104148Z
LAST-MODIFIED:20251104T175243Z
UID:10000118-1750118400-1750204799@www.grassiadvisors.com
SUMMARY:LeadingAge New Jersey & Delaware 2025 Annual Meeting & Expo
DESCRIPTION:Grassi Healthcare Advisors is proud to be exhibiting and presenting at the LeadingAge New Jersey & Delaware Annual Meeting & Expo taking place Tuesday\, June 17 – Thursday\, June 19 in Atlantic City\, NJ. \nWhether you’re a member seeking to inspire your team or a business partner looking to share insights with providers\, this 3-day meeting offers invaluable opportunities to learn\, network\, and discover cutting-edge products and services. Engage in thought-provoking discussions\, overcome challenges\, embrace risks\, and pursue your goals with unwavering confidence. Leave with the tools\, insights\, and inspiration needed to build resilience\, face adversity\, and make New Jersey & Delaware better places to grow old. \nOn Wednesday\, June 18 at 2:00 p.m.\,  Jaime Rapps\, will be presenting the session\, Ensuring Compliance with HUD Through the Lens of Financial Statement Audits. Register now to explore the complex world of HUD compliance through the strategic lens of financial statement audits. \n 
URL:https://www.grassiadvisors.com/event/leadingage-new-jersey-delaware-2025-annual-meeting-expo/
LOCATION:Caesars Hotel & Casino\, 2100 Pacific Avenue\, Atlantic City\, NJ 08401
CATEGORIES:Healthcare
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250611T000000
DTEND;TZID=America/New_York:20250611T235959
DTSTAMP:20260405T092818
CREATED:20251023T104148Z
LAST-MODIFIED:20251105T150723Z
UID:10000119-1749600000-1749686399@www.grassiadvisors.com
SUMMARY:LeadingAge Pennsylvania 2025 Annual Meeting & Expo
DESCRIPTION:Grassi Healthcare Advisors is proud to be exhibiting and presenting at the LeadingAge PA Annual Meeting & Expo taking place Wednesday\, June 11 – Friday\, June 13 in Hershey\, PA. \nThe LeadingAge PA Annual Conference & EXPO is a dynamic three-day event created to energize and empower professionals in aging services. Experience top-tier education\, meaningful networking\, and valuable inspiration\, and walk away with new insights\, impactful connections\, and practical tools for success. No matter your role—whether in skilled nursing\, operations\, marketing and sales\, affordable housing\, LIFE\, personal care/assisted living\, HR\, finance\, or strategic planning—there’s something tailored to you. \nOn Wednesday\, June 11 at 4:15 p.m.\,  Jaime Rapps\, will be presenting alongside\, Jennifer Kappen from HumanGood\, on Ensuring Compliance with HUD Through the Lens of Financial Statement Audits. Register now to explore the complex world of HUD compliance through the strategic lens of financial statement audits. \n 
URL:https://www.grassiadvisors.com/event/leadingage-pennsylvania-2025-annual-meeting-expo/
LOCATION:Hershey\, PA
CATEGORIES:Healthcare
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250610T130000
DTEND;TZID=America/New_York:20250610T141500
DTSTAMP:20260405T092818
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250610T090000
DTEND;TZID=America/New_York:20250610T120000
DTSTAMP:20260405T092818
CREATED:20251023T104149Z
LAST-MODIFIED:20251105T150841Z
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250610T000000
DTEND;TZID=America/New_York:20250610T235959
DTSTAMP:20260405T092818
CREATED:20251023T104149Z
LAST-MODIFIED:20251105T150806Z
UID:10000120-1749513600-1749599999@www.grassiadvisors.com
SUMMARY:Robotics Invest 2025
DESCRIPTION:Grassi is proud to be a silver level sponsorship for Robotics Invest 2025. \nRobotics Invest is an exclusive gathering that connects top investors\, groundbreaking entrepreneurs\, and senior industry leaders in robotics to drive innovation in intelligent automation. This carefully curated\, invitation-only conference delivers maximum value for participants who are developing\, funding\, or scaling robotics companies. Attendees will experience impactful presentations\, expert panel discussions\, focused roundtable sessions\, personalized networking opportunities\, and access to some of the industry’s most valuable professional connections.
URL:https://www.grassiadvisors.com/event/robotics-invest-2025/
LOCATION:Boston\, MA
CATEGORIES:Financial Services
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250528T000000
DTEND;TZID=America/New_York:20250528T235959
DTSTAMP:20260405T092818
CREATED:20251023T104150Z
LAST-MODIFIED:20251105T151256Z
UID:10000123-1748390400-1748476799@www.grassiadvisors.com
SUMMARY:IAC’s 13th Annual Conference
DESCRIPTION:Grassi’s Nonprofit Team is proud to be a Silver Sponsor for the 13th Annual Interagency Council of Developmental Disabilities Agencies\, Inc. (IAC) Conference on Wednesday\, May 28 and Thursday\, May 29 in New York City. \nThe IAC is the largest provider association in New York for non-profit agencies that support individuals with intellectual/developmental disabilities (I/DD)\, providing services and support to individuals with I/DD throughout their life.
URL:https://www.grassiadvisors.com/event/iacs-13th-annual-conference/
LOCATION:UJA Federation of New York\, 130 East 59th Street\, New York\, NY 10022
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250521T080000
DTEND;TZID=America/New_York:20250521T164000
DTSTAMP:20260405T092818
CREATED:20251023T104151Z
LAST-MODIFIED:20251105T151413Z
UID:10000124-1747814400-1747845600@www.grassiadvisors.com
SUMMARY:Foundation for Accounting Education Queens/Brooklyn Accounting & Auditing Conference
DESCRIPTION:Grassi Partner and Nonprofit Practice Leader\, David M. Rottkamp\, CPA\, and Technology Consulting Partner\, Hassan Khan\, will be featured speakers at the Foundation for Accounting Education Queens/Brooklyn Chapter Accounting & Auditing Conference on Wednesday\, May 21\, 2025\, at St. John’s University. \nJoin David from 8:40 – 9:30 a.m. at his session\, Not for Profit Update\, where he will review key accounting and auditing standards impacting not-for-profit organizations. The session will also cover recent developments and challenges related to Uniform Guidance (Single Audit). Attendees will earn 1 Accounting CPE Credit. \nIn the afternoon\, join Hassan at his session\, Harnessing Technology & AI for Greater Impact\, from 2:55 – 3:45 p.m. This session will offer insights into how nonprofit finance leaders can leverage technology and artificial intelligence to improve operational efficiency and advance mission-driven work. This session qualifies for 1 Advisory CPE Credit. \nDesigned for CPAs\, controllers\, CFOs\, management accountants\, and other nonprofit and government financial professionals\, the conference will explore the latest GASB and FASB standards\, peer review findings\, and sector-specific accounting challenges.
URL:https://www.grassiadvisors.com/event/queens-brooklyn-accounting-auditing-conference/
LOCATION:St. John’s University\, 8000 Utopia Parkway – D’Angelo Center – Room 416A\, Jamaica\, NY 11439
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250520T130000
DTEND;TZID=America/New_York:20250520T140000
DTSTAMP:20260405T092818
CREATED:20251023T104151Z
LAST-MODIFIED:20251105T151435Z
UID:10000125-1747746000-1747749600@www.grassiadvisors.com
SUMMARY:Reimagining Your Nonprofit’s Strategic Vision: Navigating the Evolving Landscape
DESCRIPTION:Building Resilience and Managing Risks \nIt is essential to adapt your nonprofit’s strategic vision to navigate an increasingly complex environment. On Tuesday\, May 20\, 2025\, Grassi Nonprofit advisors joined the Better Business Bureau® Foundation of Metropolitan New York for a webinar to discuss actionable insights about this vital issue. \nDuring the discussion\, Grassi speakers\, David M. Rottkamp\, Nonprofit Practice Leader and Partner\, and Vanessa M. Gordon\, Nonprofit Principal\, shared strategies designed to help you bolster your organization’s resilience\, ensure sustainability and prepare for future growth: \n\nNavigating Economic Uncertainty: Learn how to adapt to economic pressures and build resilience into your financial and operational plans for long-term stability.\nAdapting to the Changing Risk Landscape: Understand the key risks nonprofits face today and how to future-proof your organization against emerging threats.\nEnsuring Sustainability and Viability: Gain practical strategies for securing your nonprofit’s long-term health\, including financial sustainability and strong leadership.\nManaging Talent and Technology Risks: Discover how to address the evolving challenges of talent acquisition\, retention and technology adoption while aligning with your nonprofit’s mission.\n\nWatch now to reimagine your nonprofit’s strategy and equip your team for success in a rapidly changing world. \n 
URL:https://www.grassiadvisors.com/event/reimagining-your-nonprofits-strategic-vision-navigating-the-evolving-landscape/
LOCATION:Online
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250517T000000
DTEND;TZID=America/New_York:20250517T235959
DTSTAMP:20260405T092818
CREATED:20251023T104152Z
LAST-MODIFIED:20251105T152043Z
UID:10000127-1747440000-1747526399@www.grassiadvisors.com
SUMMARY:Construction Financial Management Association 2025 Annual Conference & Exhibition
DESCRIPTION:Grassi Construction Practice Leader and Partner\, Carl Oliveri\, will be a featured speaker at the Construction Financial Management Association (CFMA) 2025 Annual Conference & Exhibition\, held May 17–21 at the Gaylord Palms Resort & Convention Center in Kissimmee\, FL. \nJoin Carl\, on Monday\, May 19 at 9:45 a.m. for the panel discussion\, Emerging Issues – Navigating Construction Accounting Challenges in Annual Financial Reporting. This panel discussion will explore the latest developments and complexities in construction accounting\, with a focus on key issues impacting annual financial reporting. Attendees will gain actionable insights into how firms are adapting to evolving standards and expectations. \nCFMA’s Annual Conference is the premier event for construction financial professionals\, offering a robust program of education\, networking\, and industry insights. With dozens of expert-led sessions\, hands-on workshops\, and opportunities to connect with peers and thought leaders\, the conference equips attendees with the tools they need to lead their organizations forward in a rapidly changing environment – register now.
URL:https://www.grassiadvisors.com/event/construction-financial-management-association-2025-annual-conference-exhibition/
LOCATION:Gaylord Palms Resort & Convention Center\, 6000 West Osceola Parkway\, Kissimmee\, FL 34746
CATEGORIES:Construction
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250512T150000
DTEND;TZID=America/New_York:20250512T160000
DTSTAMP:20260405T092818
CREATED:20251023T104153Z
LAST-MODIFIED:20251105T164809Z
UID:10000128-1747062000-1747065600@www.grassiadvisors.com
SUMMARY:Nonprofit Westchester (NPW) Resilient Nonprofits: Tools to Sustain Mission and Impact in Challenging Times 3 Part Series
DESCRIPTION:Bryan Fryer\, Grassi Nonprofit Consulting Partner\, will be a featured speaker in the second session of Nonprofit Westchester’s (NPW) virtual 3-part series\, Resilient Nonprofits: Tools to Sustain Mission and Impact in Challenging Times. \nJoin us on May 12\, 2025\, for his session\, Budget Analysis and Planning: Tools to Assess Financial Health\, Analyze Funding Streams\, and Develop Adaptive Strategies\, focused on strengthening nonprofit financial strategy and adaptability. This session will offer practical tools and insights to help nonprofit leaders better understand their financial position\, evaluate revenue sources\, and plan with agility in uncertain times. \nThis webinar is the second in NPW’s 3-part “Resilient Nonprofits” series. For more information\, download the full event overview.
URL:https://www.grassiadvisors.com/event/nonprofit-westchester-npw-resilient-nonprofits-tools-to-sustain-mission-and-impact-in-challenging-times-3-part-series/
LOCATION:Online
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250508T000000
DTEND;TZID=America/New_York:20250508T235959
DTSTAMP:20260405T092818
CREATED:20251023T104153Z
LAST-MODIFIED:20251105T164906Z
UID:10000129-1746662400-1746748799@www.grassiadvisors.com
SUMMARY:34th Annual CICPAC Conference
DESCRIPTION:
URL:https://www.grassiadvisors.com/event/34th-annual-cicpac-conference/
CATEGORIES:Construction
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250506T000000
DTEND;TZID=America/New_York:20250506T235959
DTSTAMP:20260405T092818
CREATED:20251023T104154Z
LAST-MODIFIED:20251105T165014Z
UID:10000130-1746489600-1746575999@www.grassiadvisors.com
SUMMARY:36th Annual FMA Conference
DESCRIPTION:Grassi is honored to sponsor the 36th Annual FMA Conference\, taking place May 6–9\, 2025 at the Otesaga Resort Hotel in Cooperstown\, NY. This annual gathering of nonprofit financial leaders is an important opportunity to share knowledge\, spark innovation\, and strengthen the sector. \nOur nonprofit advisors will be leading two informative sessions designed to help nonprofit organizations build resilience and manage risk in a rapidly changing environment: \n\nAdapting to Change: Strengthening Risk Management through Enterprise Risk Management (ERM)\nTuesday\, May 6 | 3:00 – 4:15 p.m.\nPresented by David M. Rottkamp\, Bryan Fryer\, and Vanessa Gordon\nCPE: 1.5 Advisory Services\nBuilding Resilience and Embracing Change: Financial\, Operational\, and People-Centered Strategies for Nonprofits\nWednesday\, May 7 | 10:30 – 11:45 a.m.\nPresented by David M. Rottkamp and Vanessa Gordon\nCPE: 1.5 Advisory Services\n\nLearn more about our commitment to the nonprofit sector and access valuable resources by visiting our Nonprofit Industry Page. \nWe look forward to connecting with nonprofit leaders and sharing strategies that foster long-term sustainability and impact.
URL:https://www.grassiadvisors.com/event/36th-annual-fma-conference/
LOCATION:The Otesaga Resort Hotel\, 60 Lake Street Cooperstown\, NY 13326
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250502T090000
DTEND;TZID=America/New_York:20250502T130000
DTSTAMP:20260405T092818
CREATED:20251023T104154Z
LAST-MODIFIED:20251105T165055Z
UID:10000131-1746176400-1746190800@www.grassiadvisors.com
SUMMARY:The Future of Giving: Diversifying Fundraising for Nonprofits
DESCRIPTION:We are pleased to announce that David M. Rottkamp\, Partner and Not-for-Profit  Practice Leader\, will be featured as a panelist at the upcoming Nonprofit Conference hosted by Molloy’s Social Impact & Innovation Institute. \nThe conference\, “The Future of Giving: Diversifying Fundraising for Nonprofits\,” will take place on Friday\, May 2\, 2025\, from 9:00 AM to 1:00 PM. \nDavid will share his expertise during the “Partnering for Purpose: Corporate and Foundation Insights” panel from 10:05 AM to 11:00 PM\, alongside representatives from other leading organizations. The panel will explore best practices in community engagement\, partnership building\, and funding collaboration for nonprofits. \nAt Grassi\, we remain committed to supporting the nonprofit sector through our specialized services and community involvement. We invite you to join us at this valuable event to gain insights on innovative fundraising approaches and network with leaders in the nonprofit community.
URL:https://www.grassiadvisors.com/event/the-future-of-giving-diversifying-fundraising-for-nonprofits/
LOCATION:Molloy University
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250429T110000
DTEND;TZID=America/New_York:20250429T120000
DTSTAMP:20260405T092818
CREATED:20251023T104155Z
LAST-MODIFIED:20251105T165121Z
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:20250426T000000
DTEND;TZID=America/New_York:20250426T235959
DTSTAMP:20260405T092818
CREATED:20251023T104155Z
LAST-MODIFIED:20251105T165146Z
UID:10000134-1745625600-1745711999@www.grassiadvisors.com
SUMMARY:The Car Wash Show™ 2025
DESCRIPTION:Grassi’s Automotive Advisors are proud to exhibit at The Car Wash Show™ 2025\, which will take place in Las Vegas\, NV\, from Saturday\, April 26\, to Monday\, April 28. \nAs the largest event in the industry\, this 3-day conference will bring together over 9\,600 attendees and 420 exhibitors\, to learn about the latest products and systems available to the sector\, discuss current trends\, network and collaborate. \nWhen you walk the exhibit floor\, make sure to visit Grassi at Booth #2474 to meet our automotive industry advisors and discuss your business and financial questions.
URL:https://www.grassiadvisors.com/event/the-car-wash-show-2025/
LOCATION:Las Vegas Convention Center
CATEGORIES:Automotive
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250408T100000
DTEND;TZID=America/New_York:20250408T110000
DTSTAMP:20260405T092818
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:20250326T120000
DTEND;TZID=America/New_York:20250326T130000
DTSTAMP:20260405T092818
CREATED:20251023T104157Z
LAST-MODIFIED:20251105T165303Z
UID:10000138-1742990400-1742994000@www.grassiadvisors.com
SUMMARY:From Demand to Delivery: Leveraging Technology to Scale NYC Construction Operations
DESCRIPTION:Traits successful construction companies often embody include effective operational management\, strategic scaling\, and project-level financial controls\, all connected through technology. Industry leaders Bruce Orr\, CEO of ProNovos\, and Carl Oliveri\, Construction Practice Leader at Grassi\, discussed how industry-leading contractors harness technology to streamline operations\, strengthen project management capabilities\, and safeguard profitability in challenging economic conditions. Topics addressed include: \n\nImplementation of strategic key performance indicators for project performance optimization\nDriving innovation and growth while finding new ways to redefine Manhattan’s construction ecosystem\nBuilding a data-driven decision culture across your organization\nNavigating current market trends with real-time and predictive financial approaches\n\nWebinar hosted by Grassi’s Construction Team in partnership with ProNovos.
URL:https://www.grassiadvisors.com/event/from-demand-to-delivery-webinar/
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:20260405T092818
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:20250316T000000
DTEND;TZID=America/New_York:20250316T235959
DTSTAMP:20260405T092818
CREATED:20251023T104159Z
LAST-MODIFIED:20251105T165614Z
UID:10000141-1742083200-1742169599@www.grassiadvisors.com
SUMMARY:Massage Envy Performance Summit
DESCRIPTION:Grassi Franchise Services is looking forward to sponsoring the Massage Envy Performance Summit taking place at the Gaylord Texan Resort & Convention Center in Dallas\, Texas from Sunday\, March 16 – Tuesday\, March 18. \nThe Summit will bring together franchise owners\, their therapists\, managers and estheticians to network and learn the latest trends and best practices in the industry. \nMake sure to visit the Grassi Franchise Services table in the exhibit area to learn how our advisors can help you navigate the complexities of the industry and improve financial and operational performance. \n 
URL:https://www.grassiadvisors.com/event/massage-envy-performance-summit-2025/
LOCATION:Gaylord Texan Resort & Convention Center
CATEGORIES:Franchises
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250206T083000
DTEND;TZID=America/New_York:20250206T103000
DTSTAMP:20260405T092818
CREATED:20251023T104201Z
LAST-MODIFIED:20251105T165637Z
UID:10000144-1738830600-1738837800@www.grassiadvisors.com
SUMMARY:Wealthstone Group 2025 Real Estate Forum
DESCRIPTION:On Thursday\, February 6\, 2025\, join Evan Fox\, Grassi Partner and Real Estate Practice Leader\, as a featured panelist at the Wealthstone Group 2025 Real Estate Forum at Cantor Fitzgerald in New York City from 8:30 – 10:30 a.m. \nThis exclusive event will bring together industry leaders and professionals to explore the key trends and opportunities shaping the 2025 real estate market. This forum will provide valuable insights into the national landscape\, NYC’s market recovery\, the current interest rate environment\, and tax-efficient strategies such as 1031 exchanges\, Delaware Statutory Trusts (DSTs)\, 721 UPREITs\, and Qualified Opportunity Zone Funds (QOFs). \nDon’t miss the opportunity to hear from Evan Fox and other professionals who will share actionable insights to help you refine your strategies and optimize your real estate portfolios–register today. \n  \n 
URL:https://www.grassiadvisors.com/event/wealthstone-group-2025-real-estate-forum/
LOCATION:Cantor Fitzgerald\, 499 Park Avenue\, 3rd Floor\, New York\, NY 10022
CATEGORIES:Real Estate
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250202T000000
DTEND;TZID=America/New_York:20250202T235959
DTSTAMP:20260405T092818
CREATED:20251023T104201Z
LAST-MODIFIED:20251105T165702Z
UID:10000145-1738454400-1738540799@www.grassiadvisors.com
SUMMARY:ACEC New York Winter Conference 2025
DESCRIPTION:Grassi’s Architecture & Engineering practice is honored to again be sponsoring the American Council of Engineering Companies (ACEC) New York 2025 Winter Conference in Albany\, NY from Sunday\, February 2nd – Tuesday\, February 4th. \nThis year\, our advisors\, Robert Brewer\, Aaron Rupper\, and Joseph Lutz will be in attendance. \nThe ACEC New York’s Winter Conference draws approximately 500 participants annually\, including both engineers and vendors. This essential industry event features detailed capital program updates from state agency representatives. The conference caters to multiple professional tracks\, offering specialized content for financial executives\, human resources personnel\, and emerging engineering talent. \nClick here to learn more about this annual conference and register now!
URL:https://www.grassiadvisors.com/event/acec-new-york-winter-conference-2025/
LOCATION:Albany Capital Center\, 55 Eagle Street\, Albany\, NY 12207
CATEGORIES:Architecture & Engineering
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250127T000000
DTEND;TZID=America/New_York:20250127T235959
DTSTAMP:20260405T092818
CREATED:20251023T104202Z
LAST-MODIFIED:20251105T165724Z
UID:10000146-1737936000-1738022399@www.grassiadvisors.com
SUMMARY:Uncorrelated Miami 2025
DESCRIPTION:Grassi’s Financial Services Team is proud to sponsor Uncorrelated Miami\, which will take place from Monday\, January 27\, to Wednesday\, January 29\, at Faena Miami Beach. \nThis premier event brings together key players in alternative investments\, including asset managers\, institutional investors\, and financial professionals. With a focus on alternative strategies designed to perform independently of traditional market cycles\, this event promises to be a hub for cutting-edge discussions on diversification\, risk management\, and investment opportunities in today’s complex financial landscape. \nWe invite you to stop by the Grassi table in the exhibit area and attend Financial Services Partner Adam Ross’s panel discussion\, Service Providers in Focus: Building Operational Excellence Together\, on Tuesday\, January 28\, at 4:00 p.m. During the conversation\, panelists will discuss how their specialized knowledge helps fund managers and investors navigate complexities and achieve operational success.
URL:https://www.grassiadvisors.com/event/uncorrelated-miami-2025/
LOCATION:Faena Miami Beach (Faena Forum)\, 3300 Collins Avenue\, Miami Beach\, Florida 33140
CATEGORIES:Financial Services
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241103T000000
DTEND;TZID=America/New_York:20241103T235900
DTSTAMP:20260405T092818
CREATED:20251023T104205Z
LAST-MODIFIED:20251103T112849Z
UID:10000150-1730592000-1730678340@www.grassiadvisors.com
SUMMARY:2024 Hand & Stone Conference
DESCRIPTION:Grassi Franchise Services is proud to be a Gold sponsor and exhibit at the 2024 Hand & Stone Conference from Sunday\, November 3rd – Tuesday\, November 5th. \nOur franchise professionals will be available to discuss all of your accounting questions and business needs with our franchise advisors. Visit us at Booth 37!
URL:https://www.grassiadvisors.com/event/2024-hand-and-stone-conference/
LOCATION:Disney Yacht & Beach Club Resort
CATEGORIES:Franchises
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241029T083000
DTEND;TZID=America/New_York:20241029T170000
DTSTAMP:20260405T092818
CREATED:20251023T104206Z
LAST-MODIFIED:20251105T165806Z
UID:10000152-1730190600-1730221200@www.grassiadvisors.com
SUMMARY:Foundation for Accounting Education: 2024 Construction Contractors Conference Webcast
DESCRIPTION:Join Grassi Construction Partner\, William Dorsa\, CPA\, as he facilitates the upcoming Foundation for Accounting Education Construction Contractors Conference Webcast. \nThis virtual conference on Tuesday\, October 29\, will offer updates on current industry trends that are impacting the construction niche. Topics of discussion will include an economic outlook\, succession planning strategies\, why contractors fail and common sales tax exposures impacting today’s contractor. \nMake sure to tune in to the below sessions to hear insights from our Grassi Construction Advisors. \n\nSales Tax – Arthur Burkard\, CPA\n\nNavigate construction sales tax with confidence. Join us to master equipment rental tax rules\, understand the difference between repairs and capital improvements\, and learn proven compliance strategies that protect your business\n\n\nSuccession Planning – Carl Oliveri\, CPA\, CCIFP\, CFE/ William Fischer\, CPA/ Jake Kurz\n\nPlan your company’s future with confidence. Learn essential strategies for business succession\, explore internal and external paths to liquidity\, and get the latest insights on today’s M&A landscape\n\n\n\nRegister now to keep your finger on the pulse of construction accounting.
URL:https://www.grassiadvisors.com/event/foundation-for-accounting-education-2024-construction-contractors-conference-webcast/
LOCATION:Online
CATEGORIES:Construction
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241028T000000
DTEND;TZID=America/New_York:20241028T235959
DTSTAMP:20260405T092818
CREATED:20251023T104207Z
LAST-MODIFIED:20251105T165852Z
UID:10000153-1730073600-1730159999@www.grassiadvisors.com
SUMMARY:LeadingAge NJ & Delaware 2024 State Night Out
DESCRIPTION:Grassi Healthcare Advisors is proud to be sponsoring the LeadingAge NJ & Delaware 2024 State Night Out. This exclusive event allows Business Partners the opportunity to network & socialize with provider members at the LeadingAge Annual Meeting. \n  \n 
URL:https://www.grassiadvisors.com/event/2024-leadingage-nj-delaware-state-night-out/
LOCATION:AVA Rooftop Bar\, Nashville TN
CATEGORIES:Healthcare
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241025T083000
DTEND;TZID=America/New_York:20241025T103000
DTSTAMP:20260405T092818
CREATED:20251023T104207Z
LAST-MODIFIED:20251105T165927Z
UID:10000154-1729845000-1729852200@www.grassiadvisors.com
SUMMARY:Advanced Manufacturing in Motion
DESCRIPTION:Grassi Manufacturing & Distribution is excited to sponsor Chamber of Commerce Southern New Jersey’s “Advanced Manufacturing in Motion” event on Friday\, October 25. \nA conversation about how advanced manufacturing and technologies are impacting the good manufacturing and processing industries statewide. \nDiscussion to be moderated by: Nick Scardino\, Senior Vice President Commercial/Corporate Banker\, Truist Bank \nPanelists include: \n\n\n\n\n\n\n\n\n\nNick Catalana\, General Manager\, Innovation Foods\nPeter Connolly\, President & CEO\, NJ Manufacturing Extension Program\nHassan Khan\, Technology Consulting Partner\, Grassi\n\n\n\n\n\n\n\n\n\nRegister now.
URL:https://www.grassiadvisors.com/event/advanced-manufacturing-in-motion/
LOCATION:Scotland Run Golf Club
CATEGORIES:Manufacturing & Distribution
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241021T110000
DTEND;TZID=America/New_York:20241021T120000
DTSTAMP:20260405T092818
CREATED:20251023T104208Z
LAST-MODIFIED:20251105T165948Z
UID:10000156-1729508400-1729512000@www.grassiadvisors.com
SUMMARY:Nonprofit Board Governance: Best Practices in a Changing World
DESCRIPTION:On Monday\, October 21\, join Grassi Partner and Nonprofit Practice Leader\, David M. Rottkamp\, for an insightful panel discussion on nonprofit board governance hosted by Wilmington Trust. \nTune in to discover essential insights into nonprofit board governance\, including decision-making processes and organizational oversight. Learn about fiduciary responsibilities\, governance trends\, and asset protection strategies. \nKey topics of discussion will include: \n\nBoard governance fundamentals\nEmerging governance trends\nBest practices for effective boards\nCommon governance challenges\nProtecting nonprofit assets and endowments\n\nFeatured speakers: \n\nDavid M. Rottkamp\, CPA – Audit Partner\, Nonprofit Practice Leader\, Grassi\nJames Sheehan – Chief of the New York Attorney General’s Charities Bureau\nPatrick Decker – Head of Institutional OCIO\, Wilmington Trust\nWalter Dillingham\, CFA – Managing Director\, Endowments & Foundations\, Wilmington Trust\nSteve Seivold – Senior Institutional Investment Advisor\, Wilmington Trust\n\nRegister now for the opportunity to enhance your nonprofit leadership skills. \nThis event is part of the Wilmington Trust Philanthropic Speaker Series.
URL:https://www.grassiadvisors.com/event/nonprofit-board-governance-best-practices-in-a-changing-world/
LOCATION:Online
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241017T080000
DTEND;TZID=America/New_York:20241017T163000
DTSTAMP:20260405T092818
CREATED:20251023T104209Z
LAST-MODIFIED:20251105T170003Z
UID:10000157-1729152000-1729182600@www.grassiadvisors.com
SUMMARY:MOCPA Not-for-Profit Virtual Conference
DESCRIPTION:Grassi Partner and Nonprofit Practice Leader\, David M. Rottkamp\, will be a featured speaker at the Missouri Society of Certified Public Accountants (MOCPA) Not-for-Profit Conference on Thursday\, October 17. \nTune in to David’s session\, Above Board\, at 2:15 pm. CDT. His session will explore the challenges that lead to poor performing boards\, how to improve board performance and board member engagement as well as determine effective board development\, recruitment\, and retention strategies. \nThis online event targets professionals involved in nonprofit finances\, including accountants\, organizational leaders\, and financial staff aiming to update participants on the latest developments\, emerging trends\, and effective practices in the nonprofit sector. \nAttendees are eligible to earn up to 8 CPE Credits.
URL:https://www.grassiadvisors.com/event/mocpa-not-for-profit-virtual-conference/
LOCATION:Online
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241016T113000
DTEND;TZID=America/New_York:20241016T123000
DTSTAMP:20260405T092818
CREATED:20251023T104209Z
LAST-MODIFIED:20251105T171141Z
UID:10000158-1729078200-1729081800@www.grassiadvisors.com
SUMMARY:Business Succession and Sale: Why Your Firm Should Consider an Employee Stock Ownership Plan
DESCRIPTION:On Wednesday\, October 16\, ACECNY is hosting a webinar that will answer your questions about whether an Employee Stock Ownership Plan (ESOP) sale could be your best solution for business succession and sale. The webinar will explore: \n\nFinancial benefits of using ESOPs for your firm\nTax advantages of ESOP transactions\nOrganizational benefits of employee ownership\nPracticalities of implementing an ESOP transaction\n\nRegister now to hear from the expert panelists. \nModerator: Phillip Ross\, Partner | Anchin \nPanelists:\nMichael A. Golden | Senior Vice President | SES ESOP \nMichael J. Vardaro | Managing Partner\, LEED  AP | Zetlin & DeChiara \nRobert Brewer\, CPA\, CCIFP | Partner\, Architecture & Engineering Practice Leader | GRASSI \nKathi Hart | Business Manager | Optima Engineering
URL:https://www.grassiadvisors.com/event/business-succession-and-sale-why-your-firm-should-consider-an-employee-stock-ownership-plan/
LOCATION:Online
CATEGORIES:Architecture & Engineering
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END:VEVENT
END:VCALENDAR