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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
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Episodes
  • Inside DOL Compliance Audits - Part 1 - Red Flags and Risk Areas

    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
  • Fiscal Fitness for Labor Unions: Measuring, Comparing & Strengthening Finances.

    Fiscal Fitness for Labor Unions: Measuring, Comparing & Strengthening Finances.
    Mar 26 2025

    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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    16 mins
  • From Policy to Impact: How an IPS Shapes Nonprofit Investments

    From Policy to Impact: How an IPS Shapes Nonprofit Investments
    Mar 26 2025

    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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    19 mins

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