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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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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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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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 performance and plan strategically for the future.

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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 mission, this episode offers practical guidance for nonprofit leaders and finance professionals alike.

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