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.
Episodes
3 episodes
Inside DOL Compliance Audits - Part 1 - Red Flags and Risk Areas
In Part 1 of this two-part series, Calibre partners Art Budich and Glenn Eyrich break down what labor unions need to know about Department of Labor (DOL) audits and investigations. From triggers like late filings and inadequate documentation to...
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Season 1
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Episode 3
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17:34
Fiscal Fitness for Labor Unions: Measuring, Comparing & Strengthening Finances.
Join Karen Roche, Partner, and Justin Rogers, Senior Manager at Calibre CPA Group, as they explore the financial health of labor unions. This episode covers key financial metrics and how benchmarking analysis can help unions assess their perfor...
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Season 1
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Episode 2
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15:34
From Policy to Impact: How an IPS Shapes Nonprofit Investments
Join Karen Roche, Partner, and Justin Rogers, Senior Manager at Calibre CPA Group, as they unpack the essentials of Investment Policy Statements for nonprofits. From understanding what an IPS is to crafting one that supports your organization’s...
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Season 1
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Episode 1
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19:26