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DTSTART;TZID=America/New_York:20251023T110000
DTEND;TZID=America/New_York:20251023T120000
DTSTAMP:20260414T115010
CREATED:20251023T104139Z
LAST-MODIFIED:20251125T230251Z
UID:10000102-1761217200-1761220800@www.grassiadvisors.com
SUMMARY:2025 Nonprofit Leadership Survey Results & Analysis
DESCRIPTION:Gain Exclusive Insights to Drive Your Nonprofit’s Success \nGrassi’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. \nJoin 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: \n\nNavigate funding instability and adapt to shifting federal funding landscapes\nAlign budget expectations with financial priorities\nStrengthen board engagement and address succession planning gaps\nAdopt technology and AI to drive efficiency\, productivity and impact\nBuild resilience through partnerships\, innovation and diversification\n\nDon’t miss this opportunity to align your nonprofit’s strategy with the latest sector benchmarks and position your organization for success. Register now.
URL:https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/
LOCATION:Online
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251007T120000
DTEND;TZID=America/New_York:20251007T130000
DTSTAMP:20260414T115010
CREATED:20251023T104141Z
LAST-MODIFIED:20251104T171559Z
UID:10000106-1759838400-1759842000@www.grassiadvisors.com
SUMMARY:Healthcare M&A in Focus: Trends\, Valuations\, and Strategic Readiness
DESCRIPTION: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. \nWhat You’ll Learn: \n\nEmerging healthcare M&A trends shaping today’s market\nHow to prepare for a Quality of Earnings (QoE) review\nKey valuation considerations\, including EBITDA adjustments and common red flags\nOperational steps to improve deal readiness and post-acquisition success\nReal-world insights from recent healthcare transactions\nBest practices for deal structuring\, leadership retention\, and integration planning\n\nThis 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.
URL:https://www.grassiadvisors.com/event/healthcare-ma-in-focus-trends-valuations-and-strategic-readiness/
LOCATION:Online
CATEGORIES:Healthcare
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250910T110000
DTEND;TZID=America/New_York:20250910T120000
DTSTAMP:20260414T115010
CREATED:20251023T104144Z
LAST-MODIFIED:20251104T174753Z
UID:10000111-1757502000-1757505600@www.grassiadvisors.com
SUMMARY:Securing the Future: Succession Planning and Leadership Development for Nonprofits
DESCRIPTION:As the nonprofit landscape faced ongoing change\, the need for leadership continuity and strategic talent development had never been more urgent. \nEffective succession planning and leadership development were two essential strategies for preserving missions\, retaining talent\, and building long-term sustainability. \nIn this session\, Grassi nonprofit and human resources advisors explored: \n\n\nThe core components of an effective succession plan \n\n\nBuilding and nurturing a strong leadership pipeline \n\n\nCapturing and transferring institutional knowledge \n\n\nBest practices for employee and board development \n\n\nOvercoming challenges and resistance to leadership transitions \n\n\nWhether 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.
URL:https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/
LOCATION:Online
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250909T120000
DTEND;TZID=America/New_York:20250909T130000
DTSTAMP:20260414T115010
CREATED:20251023T104144Z
LAST-MODIFIED:20251104T174831Z
UID:10000112-1757419200-1757422800@www.grassiadvisors.com
SUMMARY:Improving Financial Performance Across Your Healthcare Organization
DESCRIPTION:Grassi Healthcare Advisors presented a session designed to help healthcare leaders strengthen financial decision-making and improve performance across their organizations. \nLed 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. \nIn this session\, participants explored: \n\n\nHow to interpret balance sheet indicators for a clearer picture of financial health \n\n\nTechniques to enhance income statement analysis and forecasting \n\n\nThe role of EBITDA and cost-per-day analytics in evaluating performance \n\n\nWays to improve cash flow\, optimize staffing strategies\, and balance payer mix \n\n\nThe value of internal and external benchmarks for smarter decision-making \n\n\nActionable approaches to cost control and liquidity management \n\n\nThe session equipped healthcare leaders with the insights needed to strengthen operations\, maximize efficiency\, and build financial resilience for the future.
URL:https://www.grassiadvisors.com/event/improving-financial-performance-across-your-healthcare-organization/
LOCATION:Online
CATEGORIES:Healthcare
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250904T160000
DTEND;TZID=America/New_York:20250904T170000
DTSTAMP:20260414T115010
CREATED:20251023T104145Z
LAST-MODIFIED:20251104T174901Z
UID:10000113-1757001600-1757005200@www.grassiadvisors.com
SUMMARY:The Subcontractor’s CFO Suite: Navigating Liquidity and ‘The One Big Beautiful Bill’
DESCRIPTION: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. \nOn 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. \nIn this session\, you will learn how to: \n\nProactively identify liquidity risks before they impact operations.\nUnderstand the practical impact of “The One Big Beautiful Bill” on your payment processes.\nGain real-time visibility into project-level cash flow.\nLeverage technology to move from reactive accounting to strategic financial management.\n\nRegister now to equip your business with the tools needed to navigate today’s financial challenges.
URL:https://www.grassiadvisors.com/event/the-subcontractors-cfo-suite-navigating-liquidity-and-the-one-big-beautiful-bill/
LOCATION:Online
CATEGORIES:Construction
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250729T110000
DTEND;TZID=America/New_York:20250729T120000
DTSTAMP:20260414T115010
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:20260414T115010
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:20260414T115010
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:20260414T115010
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:20260414T115010
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:20250520T130000
DTEND;TZID=America/New_York:20250520T140000
DTSTAMP:20260414T115010
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:20250512T150000
DTEND;TZID=America/New_York:20250512T160000
DTSTAMP:20260414T115010
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:20250429T110000
DTEND;TZID=America/New_York:20250429T120000
DTSTAMP:20260414T115010
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:20250408T100000
DTEND;TZID=America/New_York:20250408T110000
DTSTAMP:20260414T115010
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:20260414T115010
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:20260414T115010
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
ATTACH;FMTTYPE=image/jpeg:https://www.grassiadvisors.com/wp-content/uploads/2025/03/Grassi_Website_Image_NFP_Risk-Management-for-Nonprofits_2025-02_FA.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241029T083000
DTEND;TZID=America/New_York:20241029T170000
DTSTAMP:20260414T115010
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241021T110000
DTEND;TZID=America/New_York:20241021T120000
DTSTAMP:20260414T115010
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
ATTACH;FMTTYPE=image/jpeg:https://www.grassiadvisors.com/wp-content/uploads/2024/10/Grassi_Website_Image_NFP_Best-Practice-in-a-changing-world_2024_10_FA-scaled.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241017T080000
DTEND;TZID=America/New_York:20241017T163000
DTSTAMP:20260414T115010
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
ATTACH;FMTTYPE=image/jpeg:https://www.grassiadvisors.com/wp-content/uploads/2024/09/Grassi_Website_Image_NFP_MOCPA-Not-For-Profit-Conference_1200-400_2024-09_FA-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241016T113000
DTEND;TZID=America/New_York:20241016T123000
DTSTAMP:20260414T115010
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
ATTACH;FMTTYPE=image/jpeg:https://www.grassiadvisors.com/wp-content/uploads/2024/09/Grassi_Website_Image_AE_Article-Business-Succession-Sale-ESOP_2024-09_FA.jpg
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END:VCALENDAR