Best Calibre CPA Group Podcasts (2025)

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Fidelity Bonding Overview for Labor Organizations 17:46

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3d ago17:46

17:46

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 L…

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Budgeting for Not-for-Profits 22:08

1M ago22:08

22:08

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 templa…

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Inside DOL Compliance Audits - Part 2: Preparing for the Process 18:14

2M ago18:14

18:14

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 …

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Inside DOL Compliance Audits - Part 1 - Red Flags and Risk Areas 17:34

3M ago17:34

17:34

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 com…

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From Policy to Impact: How an IPS Shapes Nonprofit Investments 19:26

4M ago19:26

19:26

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. Go…

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Fiscal Fitness for Labor Unions: Measuring, Comparing & Strengthening Finances 15:34

4M ago15:34

15:34

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. Got a question? Contact us! For more Counting On Calibre, cli…