LD Micro Main Event 2025
2025-10-19 00:00 - 23:59 (America/New_York) | 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.
