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Counting on Calibre

Counting on Calibre

By: Calibre CPA Group
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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
Economics Management Management & Leadership
Episodes
  • 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.

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    22 mins
  • 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.

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    18 mins
  • Inside DOL Compliance Audits - Part 1 - Red Flags and Risk Areas
    Apr 28 2025

    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 common red flags and fraud risks, they share key insights to help your organization stay prepared and compliant.

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    18 mins
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