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X-WR-CALDESC:Events for Grassi
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DTSTART;TZID=America/New_York:20250729T110000
DTEND;TZID=America/New_York:20250729T120000
DTSTAMP:20251104T174922Z
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:20251104T174943Z
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:20251104T175146Z
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:20251105T150904Z
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:20260811T132458Z
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:20260807T161521Z
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:20251105T165227Z
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:20251105T165546Z
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:20251105T174928Z
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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