Grassi’s Post

Carl Oliveri will join the STA General Membership Meeting to explore both historical and updated overhead calculation formulas, examining their impact on contractors' profitability and ability to manage unexpected costs through change orders. Carl will share insights from Grassi's 2024 Construction and Architecture & Engineering Survey Report. Click here to learn more: https://hubs.li/Q02TqTMg0 #Accounting #ConstructionIndustry #Contractors

Join us at LeadingAge NJ & Delaware's 2024 State Night Out! 🗓️ Monday, October 28 ⏰ 6:00 - 7:30 PM 📍 AVA Rooftop Bar, Nashville, TN Grassi Healthcare Advisors is proud to sponsor this exclusive networking event during the LeadingAge National Meeting. Our own Chris Fifis will be there to connect with aging services professionals. Don't miss this chance to socialize and network with industry leaders! https://hubs.li/Q02TKzv_0 #Accounting #Healthcare #LeadingAge2024 #networking

Ted A. Carnevale, CPA, CGMA, Partner and New Jersey Market Co-Leader, has been named a 2024 New Jersey Society of CPAs Ovation Award winner in the Impact category. Ted is recognized for his leadership in strengthening local businesses and his dedication to mentoring staff. Read more about Ted and this incredibly well-deserved accolade here: https://hubs.li/Q02TKDLm0 Congratulations, Ted! #Accounting #NewJersey #Leadership

Donna McAuliffe, CPA, CCIFP returns to the The American Council of Engineering Companies of New Jersey - ACECNJ Women in Engineering event on October 24th to speak on the topic, "What is Your Financial IQ - 2.0". Building on last year's success, Donna will expand on personal financial planning concepts. Don't miss this opportunity to boost your financial literacy and network with fellow engineers! https://hubs.li/Q02TK7PX0 #Accounting #WomeninBusiness #Engineering #FinancialLiteracy #WomenInEngineering

Biotech CFOs: Are you up to date on R&D accounting? As a biotech leader, you know R&D is the lifeblood of innovation. But are you aware of the latest SEC expectations for R&D disclosure? Check out a few of Brendan McCarthy, CPA's key takeaways from our recent analysis, and click the link below to learn more: ✔️ R&D costs must be expensed as incurred under ASC 730 ✔️ SEC demands detailed breakdowns of R&D spending ✔️ Transparency in accounting policies is crucial ➡️ Ensure your R&D disclosures meet SEC standards and read the full article for best practices and guidance: https://hubs.li/Q02TqSFn0 #Accounting #biotech #SEC #Compliance #FinancialReporting

This morning, Grassi's M&D Team hosted CFO Essentials: Fraud Prevention & Expert Insights. The event featured a real-world case study from our keynote speaker, Nathan Mueller. Nathan shared his cautionary tale of embezzling $8.5 million, detailing the methods he used and how he was ultimately caught. This firsthand account provided invaluable insights into vulnerabilities in financial systems. Industry experts James L. Smith, Jim Leskody, and Christopher Fevola discussed critical strategies to prevent similar incidents. Thanks to our sponsors Source Advisors, Industrial Coverage, and Capital One for supporting this important educational event. #Accounting #FraudPrevention #FinancialSecurity #CorporateGovernance #Manufacturing

Last week our Grassi Trust & Estate team had the great honor of hosting Judge Cassandra A. Johnson, nominee for Queens County Surrogate Court, for a night of networking and celebration. A heartfelt thanks to all who attended and made this event truly unforgettable. Here's to the future of Queens County and the continued success of our community! #Accounting #TrustandEstates 📷Pictured L-R: Grassi's Trust & Estate Service Leader Lisa Rispoli, CPA, AEP and Judge Cassandra A. Johnson.

Nonprofit leaders, join us virtually for an enlightening panel discussion on nonprofit board governance, hosted by Wilmington Trust as part of their Philanthropic Speaker Series. Register now and see below for info on topics and speakers: https://hubs.li/Q02TkzBD0 🔑 Key Topics: • Board governance fundamentals • Emerging trends • Best practices for effective boards • Common challenges • Asset & endowment protection strategies 🎙️ Featured Speakers: • David M. Rottkamp, Grassi Partner & Nonprofit Practice Leader • James Sheehan, Chief, NY Attorney General's Charities Bureau • Patrick Decker, CFP®, Head of Institutional OCIO, Wilmington Trust • Walter Dillingham, CFA - Managing Director, Endowments & Foundations, Wilmington Trust • Steve Seivold - Senior Institutional Investment Advisor, Wilmington Trust #Accounting #Nonprofit #NotforProfit #NFP

🚨 Timely Update for Public Companies 🚨 The SEC is monitoring the impact of Hurricanes Milton and Helene on businesses and markets. They're considering: ▪️Extending filing deadlines ▪️Easing regulatory requirements ▪️Ongoing assessment of the situation Don’t hesitate to reach out to your Grassi representative or Louis Pizzileo, Partner and SEC & Capital Markets Services Leader, for personalized assistance in addressing these regulatory challenges and maintaining compliance during this difficult period. https://hubs.li/Q02Tf-Mm0 #Accounting #HurricaneMilton #DisasterRelief #SEC #Compliance #Regulation