Counting on Calibre Podcast Por Calibre CPA Group arte de portada

Counting on Calibre

Counting on Calibre

De: Calibre CPA Group
Escúchala gratis

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.

© 2025 Counting on Calibre
Economía Gestión Gestión y Liderazgo
Episodios
  • Fidelity Bonding Overview for Labor Organizations
    Jul 28 2025

    Join Arthur Budich and Glenn Eyrich, Partners at Calibre CPA Group, as they unpack the often-neglected area of governance—fidelity bonding requirements in labor unions. In this episode, they explain the difference between fidelity and fiduciary bonding, outline who must be covered, and walk through how to calculate the required coverage under the Labor-Management Reporting and Disclosure Act (LMRDA). With practical insights for local and international unions alike, they offer clear guidance on how to stay compliant and avoid costly gaps in coverage before problems arise.

    Got a question? Contact us!

    For more Counting On Calibre, click here!

    Más Menos
    18 m
  • Budgeting for Not-for-Profits
    Jun 30 2025

    Join Karen Roche, Partner, and Justin Rogers, Senior Manager at Calibre CPA Group, as they discuss budgeting strategies tailored for not-for-profit organizations. From balancing multiple programs and funding sources to navigating inflation, donor shifts, and software options, they share practical tips and insights. Whether you're using Excel templates or exploring budgeting tools, this episode offers guidance to help nonprofits stay flexible, strategic, and financially resilient.

    Got a question? Contact us!

    For more Counting On Calibre, click here!

    Más Menos
    22 m
  • Inside DOL Compliance Audits - Part 2: Preparing for the Process
    May 27 2025

    In Part 2 of our series on Department of Labor audits, Calibre partners Art Budich and Glenn Eyrich walk through what to expect once your organization is selected for a compliance audit. From preparing documents and managing communications to working with investigators and understanding final results, this episode offers practical guidance to help labor unions navigate the audit process with confidence.

    Got a question? Contact us!

    For more Counting On Calibre, click here!

    Más Menos
    18 m
Todavía no hay opiniones