Counting on Calibre
Seasoned professionals chatting about current accounting, audit, tax, and operational issues germane to tax-exempt entities including nonprofits, associations, employee benefit plans, labor unions, and other business enterprises.
Counting on Calibre
Latest Episodes
Cybersecurity for Employee Benefit Plans: Putting Best Practices Into Action
Partner Glenn Eyrich and Director of IT Brian Isenstein continue their conversation on cybersecurity for employee benefit plans with a closer look at the technical side. They discuss access controls, multifactor authentication, encryption, busi...
The New LM-2 Final Rule: What Labor Unions Need to Know
Calibre Partners Glenn Eyrich and Liz Saleeby break down the Department of Labor's new LM-2 Final Rule and what it means for labor organizations. They discuss updated filing thresholds, reporting changes, the new LM-2 long form, and practical s...
Cybersecurity for Employee Benefit Plans: Navigating the DOL's Guidance
Partner Glenn Eyrich and Director of IT Brian Isenstein discuss the Department of Labor's (DOL) cybersecurity guidance and its implications for employee benefit plans. They cover written cybersecurity programs, annual risk assessmen...
Why Good Payroll Reporting Starts Before the Audit
Partner Mary Margaret Prange joins Director Felicia Smith to talk about accurate employer reporting and what plans can do before problems show up in a payroll audit. They discuss collection policies, employer training, audit timing, and common ...
Why Your Form 990 Doesn’t Match Your Financial Statements
If you’ve ever wondered why your audited financial statements don’t line up exactly with your Form 990, you’re not alone. In this episode, Calibre Partner Lila Leno and Tax Director Erin Cranmer break down how functional expenses are reported u...