Grassi

Breaking Down the One Big Beautiful Bill: What It Means for Contractors
2025-07-21 10:00 - 10:45 (America/New_York) | Online
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.
Carl 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.
Whether 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.

Measure Up: Financial Insights to Build Stronger and Smarter
2025-07-29 11:00 - 12:00 | Online
With 2024 in the rearview mirror and 2025 already halfway through, how is your construction business measuring up to its competitors?
Grassi’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.
In this session, we assisted you with:

Assessing the financial health of your construction business using 2024 benchmarks
Comparing your company’s performance to industry peers and market trends
Building a stronger strategy for the remainder of 2025 and beyond

Whether 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.

45th Annual RPPTL Legislative Update
2025-08-22 08:00 - 17:00 | The Breakers Palm Beach
Grassi’s Trust & Estate Team is proud to be exhibiting at the 45th Annual RPPTL Legislative Update at The Breakers Palm Beach on Friday, August 22.
Hosted by the Legislative Update Committee, this continuing legal education program is designed for members of the Real Property, Probate and Trust Law Section of The Florida Bar. The event provides critical updates on recent court decisions and key changes in Florida statutory laws. Attendees will also gain insight into newly enacted legislation from the U.S. and Florida Legislatures impacting the areas of real property, estates, trusts, construction, guardianships, and estate planning.
Be sure to stop by the Grassi table during the conference to meet our Trust & Estate professionals, learn more about our services, and pick up valuable resources to support your practice.

The Subcontractor’s CFO Suite: Navigating Liquidity and ‘The One Big Beautiful Bill’
2025-09-04 16:00 - 17:00 | Online
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 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.
In this session, you will learn how to:

Proactively identify liquidity risks before they impact operations.
Understand the practical impact of “The One Big Beautiful Bill” on your payment processes.
Gain real-time visibility into project-level cash flow.
Leverage technology to move from reactive accounting to strategic financial management.

Register now to equip your business with the tools needed to navigate today’s financial challenges.

Improving Financial Performance Across Your Healthcare Organization
2025-09-09 12:00 - 13:00 | Online
Grassi Healthcare Advisors presented 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 Rapps, CPA, the conversation provided both strategic perspective and practical tools to support more confident, data-driven financial management.
In this session, participants explored:

How to interpret balance sheet indicators for a clearer picture of financial health

Techniques to enhance income statement analysis and forecasting

The role of EBITDA and cost-per-day analytics in evaluating performance

Ways to improve cash flow, optimize staffing strategies, and balance payer mix

The value of internal and external benchmarks for smarter decision-making

Actionable approaches to cost control and liquidity management

The session equipped healthcare leaders with the insights needed to strengthen operations, maximize efficiency, and build financial resilience for the future.

Securing the Future: Succession Planning and Leadership Development for Nonprofits
2025-09-10 11:00 - 12:00 | Online
As the nonprofit landscape faced ongoing change, the need for leadership continuity and strategic talent development had never been more urgent.
Effective succession planning and leadership development were two essential strategies for preserving missions, retaining talent, and building long-term sustainability.
In this session, Grassi nonprofit and human resources advisors explored:

The core components of an effective succession plan

Building and nurturing a strong leadership pipeline

Capturing and transferring institutional knowledge

Best practices for employee and board development

Overcoming challenges and resistance to leadership transitions

Whether 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.

2025 Orangetheory Fitness Momentum Convention
2025-09-15 00:00 - 23:59 | Gaylord Texan Resort & Convention Center
Grassi Franchise Services is proud to sponsor and exhibit at the 2025 Orangetheory Fitness Momentum Convention in Grapevine, Texas from Monday, September 15 – Wednesday, September 17.
Our franchise professionals will be available to discuss all of your accounting questions and business needs with our franchise advisors.

NYCON Camp Finance 2025
2025-09-26 00:00 - 23:59 | The Sagamore Resort, Bolton Landing, NY on Lake George, 110 Sagamore Road, Bolton Lndg, NY 12814
Grassi’s Nonprofit Practice is proud to sponsor Camp Finance, hosted by the New York Council of Nonprofits (NYCON), Wednesday, October 8 – Thursday, October 9, at The Sagamore Resort in Bolton Landing, NY, on Lake George.
This two-day annual conference will bring together nonprofit leaders from across New York State to learn about the latest trends and best practices in nonprofit financial management, compliance, communications, fundraising, and governance, as well as ample opportunities to network and connect with peers who can help you achieve your organization’s goals.
During the conference, Nonprofit Practice Leader David Rottkamp and Nonprofit Principal Vanessa Gordon will facilitate the session, “Reimagining Your Nonprofit’s Strategic Vision: Navigating the Evolving Landscape.” This session will provide strategies to bolster resilience, ensure sustainability, and prepare for future growth. Discussion topics will include:

Navigating economic uncertainty
Adapting to the changing risk landscape
Ensuring sustainability and viability
Managing talent and technology risk

Session Date & Time: Wednesday, October 8 | 11:25 a.m. – 12:25 p.m.
Register now to attend.

The Anytime Fitness Biennial Conference & Expo 2025
2025-10-02 00:00 - 23:59 | Thomas M. Menino Convention and Exhibition Center
Grassi Franchise Services is proud to exhibit at the 2025 AnyTime Fitness Biennial Conference and Expo in Boston, Massachusetts from Thursday, October 2 – Sunday, October 5.
Our franchise professionals will be available to discuss all of your accounting questions and business needs with our franchise advisors.

Northeast Regional Carwash Convention (NRCC) 2025
2025-10-06 00:00 - 23:59 | Atlantic City Convention Center, New Jersey
Ready to explore the latest in carwash innovation and expertise? The Northeast Regional Carwash Convention (NRCC) 2025 is the place to be. Grassi is excited to be part of it!
Since 1988, NRCC has brought together carwash operators from across the Northeast for learning, networking, and innovation. What began with a small group of Connecticut operators has grown into a powerful collaboration among five carwash associations.
Grassi at Booth 140
Stop by our booth to connect with Grassi’s automotive specialists and learn how we can help strengthen your carwash business. From financial guidance to operational strategies and growth planning, our team is here to provide solutions tailored to your goals.
Join us at NRCC 2025 and see how Grassi can help you drive your business forward.

Healthcare M&A in Focus: Trends, Valuations, and Strategic Readiness
2025-10-07 12:00 - 13:00 | Online
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.
What You’ll Learn:

Emerging healthcare M&A trends shaping today’s market
How to prepare for a Quality of Earnings (QoE) review
Key valuation considerations, including EBITDA adjustments and common red flags
Operational steps to improve deal readiness and post-acquisition success
Real-world insights from recent healthcare transactions
Best practices for deal structuring, leadership retention, and integration planning

This 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.

LD Micro Main Event 2025
2025-10-19 00:00 - 23:59 | Hotel del Coronado, San Diego, CA
Grassi’s SEC & Capital Markets Team is proud to sponsor the LD Micro Main Event taking place October 19 – 21 at the Hotel Coronado in San Diego, California.
This premier investor conference brings together executives from hundreds of public companies, institutional investors, and advisors for two days of presentations, one-on-one meetings, and networking.
We invite you to connect with Grassi’s SEC professionals during the event. As a PCAOB-registered firm, Grassi provides comprehensive audit, accounting, and advisory services to public companies and those preparing to go public. Our team will be available to discuss strategies to strengthen your reporting processes, compliance, and overall market readiness.

Preparing for Employee Benefit Audits: Audit Readiness and Compliance Under SECURE 2.0
2025-10-22 00:00 - 23:59

The Legacy Business Succession Planning Session
2025-10-22 08:30 - 12:00 | CEWIT Building, Stony Brook University, 100 Nicolls Road, Stony Brook, NY 11794
Grassi is honored to participate in the Legacy Business Succession Planning Session, hosted by the Long Island Manufacturing Extension Program (LIMEP) and ADDAPT. This half-day event will bring together business owners, advisors, and academic leaders to explore strategies for effective succession planning and long-term business success.
Attendees will gain valuable insights from the Long Island State of Owner Readiness Report and learn how to proactively integrate personal, financial, and business planning into a comprehensive succession strategy.
The program will feature:

Keynote Speaker: Dr. Richard Chan, Associate Professor of Management, Strategy & Entrepreneurship, Stony Brook University
Panel Discussion – Financial & Advisory Perspectives: A discussion with professionals from Merrill Lynch, Grassi Advisors, and Alderman & Company

Grassi Partner and ADDAPT Treasurer, Michael Violano, will serve as a featured panelist, sharing practical guidance on ownership transitions, financial readiness, and building a framework for sustainable business growth.
Attendees will also enjoy networking opportunities and a complimentary breakfast and lunch, provided by LIMEP.
Register today.

2025 Nonprofit Leadership Survey Results & Analysis
2025-10-23 11:00 - 12:00 | Online
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, escalating costs, shifting funding streams and emerging opportunities for growth.
Join 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:

Navigate funding instability and adapt to shifting federal funding landscapes
Align budget expectations with financial priorities
Strengthen board engagement and address succession planning gaps
Adopt technology and AI to drive efficiency, productivity and impact
Build resilience through partnerships, innovation and diversification

Don’t miss this opportunity to align your nonprofit’s strategy with the latest sector benchmarks and position your organization for success. Register now.

2025 ThinkEquity Conference
2025-10-30 07:30 - 17:00 | Mandarin Oriental New York, 80 Columbus Circle, New York, NY 10023
Grassi’s SEC & Capital Markets Team is proud to sponsor the upcoming ThinkEquity Conference on Thursday, October 30 at the Mandarin Oriental Hotel, located at 80 Columbus Circle in New York City.
This yearly gathering attracts more than 700 attendees, including advisors to public companies, institutional investors, and representatives from presenting companies, offering a valuable platform for networking and exploring new industry opportunities.
We invite you to stop by the Grassi table in the exhibit area. As a PCAOB-registered firm, Grassi delivers high-quality, high-value audit services to public companies and those preparing for an IPO. Our SEC and Capital Market Advisors will be on hand to discuss strategies and tools designed to elevate your public company’s performance and growth.

Preparing for Employee Benefit Audits: Audit Readiness and Compliance Under SECURE 2.0
2025-11-06 12:00 - 13:00 | Online
Are your employee benefit plans ready for their next audit?
As an executive, the success and compliance of your organization’s employee benefit plans are critical to protecting your workforce, assets and reputation. But the complex web of regulations, audits and legal requirements surrounding these plans may appear daunting.
On Thursday, November 6, join Grassi’s Employee Benefit Plan advisors and Robert Krupa, Head of 401(k) Compliance at Betterment, for an informative webinar designed to help plan sponsors and administrators prepare for audits and stay ahead of new compliance requirements under the SECURE 2.0 Act.
Topics of discussion will include:

Audit Readiness

Key aspects of financial statements in benefit plan audits
What plan sponsors need to understand and how to prepare in advance

Compliance and Regulatory Updates

Timely deposits and auto-enrollment requirements
SECURE 2.0 provisions impacting employers and employees
Roth catch-up contributions going into effect in 2026, and how to prepare

Register now for this important presentation and learn how to safeguard your plans and support ongoing compliance.
1 CPE credit available to attendees.

2025 NobleCon
2025-12-02 07:30 - 2025-12-03 17:00 | Florida Atlantic University, 777 Glades Rd, Boca Raton, FL, 33431, United States
Grassi’s SEC & Capital Markets Team is proud to sponsor the upcoming Noble Capital Markets Conference on Tuesday, December 2 – Wednesday, December 3rd.
NobleCon brings together hundreds of executives from publicly traded companies. Attendees can expect high-level keynote speakers, formal presentations, fireside conversations, and opportunities for one-on-one meetings.
We invite you to stop by the Grassi table in the exhibit area. As a PCAOB-registered firm, Grassi delivers high-quality, high-value audit services to public companies and those preparing for an IPO. Our SEC and Capital Market Advisors will be on hand to discuss strategies and tools designed to elevate your public company’s performance and growth.
