Explorez tous les épisodes du podcast GRF On-the-Go Podcast

Budgeting is not just an annual task—it’s a dynamic process. Those who master a well-crafted budget know it is more than just numbers. It’s a powerful tool for strategic decision-making, financial stability, and mission impact. In this one-hour webinar, nonprofit leaders and finance professionals will learn how to develop budgets that are both accurate and adaptable in an ever-changing environment. This session will walk you through best practices for budgeting with clarity and confidence, aligning financial plans with program goals, and preparing for both opportunities and uncertainties. Whether you’re preparing your first organizational budget or refining a long-standing process, this webinar will give you the tools to budget smarter—not harder.

One of the key recommendations from financial advisors and accounting professionals is the creation of an operating reserve fund—an unrestricted pool of funds that can sustain operations during periods of revenue shortfall.

Is your nonprofit prepared for financial uncertainty? Join us for this essential one-hour webinar designed to help nonprofit leaders and finance professionals understand the importance of operating reserves—and how to build and maintain them effectively.

You’ll learn practical strategies to strengthen your organization’s financial resilience, gain board and stakeholder buy-in, and ensure long-term sustainability. Whether you’re starting from scratch or looking to refine your reserve policies, this session will provide actionable insights and tools tailored to the nonprofit sector.

In this episode, Tricia and Yev dive into the world of nonprofit special event, from galas to golf tournaments. They break down the accounting and audit considerations around special events revenue, including bifurcation of exchange vs. contribution elements, ASC 606 analysis, and financial statement presentation options. Whether you're planning your first fundraiser or preparing for year-end audits, this episode is packed with practical insights, and a few laughs!

2025 is shaping up to be a pivotal year for tax planning. A new administration and Congress in Washington have enacted a sweeping bill with significant implications to the tax code. Businesses and individuals alike face new opportunities as the year draws to a close and new laws are set to go into effect. Join GRF’s tax experts for a timely discussion on how to prepare, adapt, and take advantage of the evolving tax landscape.

Join GRF for an informative session that will provide a practical overview of the Single Audit process under Uniform Guidance, including a walkthrough of the Compliance Supplement and a discussion of frequently cited audit findings. Attendees will gain valuable insights into strengthening internal controls, improving documentation, and preparing for a successful audit. Don’t miss this opportunity to enhance your organization’s audit readiness and compliance posture.

In this insightful episode, Tricia and Yev dive deep into the complexities of in-kind contributions within the nonprofit sector. From donated dinners and pro bono services to below-market leases and software licenses, they explore how nonprofits should recognize, value, and document these contributions.

In this episode, we’re joined by Leslie Zeid, Principal in Outsourced Accounting Advisory Services, for a timely discussion on how organizations—especially nonprofits—can navigate financial uncertainty by returning to the fundamentals. With economic shifts, funding volatility, and increased pressure on financial planning, our hosts discuss how organizations are reassessing their financial health, emphasizing the importance of liquidity, reliable forecasting, and mission alignment. Whether you're facing uncertainty or planning for long-term sustainability, this episode offers grounded insights to help you stay focused and financially resilient.

In this episode, Yev and Tricia dive deep into one of the most nuanced areas of nonprofit accounting—conditional contributions. From understanding the key criteria that define a contribution as conditional, to navigating gray areas in grant agreements, they unpack the practical implications for revenue recognition, disclosure requirements, and audit readiness. Whether you're a nonprofit leader, accountant, or auditor, this conversation offers valuable insights into ensuring consistency, compliance, and clarity in your financial reporting.

In this episode, Mac Lillard and John McIntosh discuss the latest updates to Uniform Guidance regulations.

In this episode, Tricia Katebini and Yevgeniy Sukhenko dive into the critical role of a viable reserves policy in safeguarding an organization’s future.

In this episode, GRF's Melissa Musser and Christian Spencer discuss strategies for mitigating risk.

In this episode, Tricia Katebini and Yevgeniy Sukhenko discuss the topic of restricted revenue. Restricted revenue refers to funds donated to an organization with specific limitations imposed by the donor on how or when the money can be used. These restrictions can be temporary, such as funds designated for a particular project or time period, or permanent, like endowments where only the investment income can be utilized. Proper management and accounting of restricted funds are crucial for nonprofits to ensure compliance with donor intentions and legal obligations.

Join us for GRF’s fourth annual Nonprofit State of the Union. This year’s theme focuses on turning the traditional nonprofit business model upside down. Our all-star lineup of nonprofit subject matter experts will explore practical ways nonprofits can reshape their operations to better respond to evolving economic, social, and technological changes.

In this episode, GRF's Ryan Ham, Mark Sakats, and Julie Hulem discuss key tax strategies for navigating 2024 and planning for 2025.

Join GRF’s Government Contracting experts for a virtual summit designed to equip you with the knowledge and tools necessary to compete in this demanding marketplace. Along with other industry leaders, learn practical strategies to manage industry challenges and leverage them to uncover new opportunities. Our team will break down all the key issues so you can stay ahead of the curve and set new goals for your business for 2025.

In this episode, GRF's Jennifer McCahill, Alison Conklin, and Andrew Deyhle discuss the major takeaways from CECL implementation processes.

In this episode, Tricia Katebini and Yevgeniy Sukhenko discuss the intricacies of long-term grants and promises.

Join Omid Mohebbi and Erin Reilly for an insightful discussion on the most pressing sustainability and regulatory issues facing facility managers today. Are you ready for the significant changes on the horizon?

In this episode, GRF's Tricia Katebini, Mac Lillard, John McIntosh and Andrew Deyhle discuss the latest updates to the Uniform Guidance Standard.

In this episode, Paul Calabrese, John Pace and Yevgeniy Sukhenko discuss the intricacies of dealing with commercial clients as a government contractor.

In this episode, GRF's Tricia Katebini meets with Michael Johnson of the National Stone, Sand and Gravel Association to get his firsthand perspective on dealing with operating reserves as an association leader.

In this episode, GRF's Melissa Musser, Tricia Katebini, Susan Colladay, John Pace and Yevgeniy Sukhenko are joined by Michael Johnson of the National Stone, Sand and Gravel Association to discuss best practices for maximizing operating reserves.

In this episode, GRF tax experts, Lisa Heller and Dick Locastro, join forces with Barry Devine and Phil Williams from Tri-Merit to discuss the intricacies of clean energy tax credits.

In this episode, GRF's Tricia Katebini and Yevgeniy Sukhenko discuss the impacts of CECL implementation and best practices for your organization to remain compliant.

In this episode, Alejandra Jensen, Fred Longwood, and Alison Conklin discuss key points and best practices for organizations that hold endowments.

In this episode, GRF's government contracting expert, Paul Calabrese, provides an outline for what government contractors should consider before implementing unlimited PTO.

In this episode, GRF's Susan Colladay, Alejandra Jensen, Mac Lillard and Sarah Glynn provide a comprehensive overview of changes to employee benefit plan regulations and auditing standards for 2024.

In this episode, Jeff Tenenbaum of Tenenbaum Law Group joins GRF's Andreas Alexandrou to discuss strategies for mitigating nonprofit legal risks.

In this episode, Elinor Litwack and Ahkeeia Ward discuss using financial data and dynamic dashboards as a storytelling and planning tool – bringing the numbers to life and allowing for critical decisions to be made with real-time data and visibility.

In this episode, GRF's Tricia Katebini, Mac Lillard, and Alison Conklin discuss common audit findings and best practice recommendations to help strengthen internal controls over key areas.

In this episode, our accounting and contracting experts discuss real-world tips and recommendations to help you with your financial reporting. We provide an overview of requirements for both 8(a) government contractors, plus requirements for other small to mid-sized government contractors. We also review some of the most common mistakes government contractors make in their financial statements and how to avoid them to stay in compliance.

In this episode, we're discussing the complexities of functional expense statements, including best practices, effective allocation methods, and common challenges faced by finance professionals.

In this episode, Yevgeniy Sukhenko speaks with Yuko Kojima about her successes, obstacles, and lessons learned at the National Glass Association.

In this episode, Trevor Williams discusses sustainable strategies for the promotion and implementation of DEI efforts within an organization.

In this episode, Melissa Musser discusses top risks to be on the lookout for in 2024, and practical solutions to mitigate them.

In this episode, Lisa Heller and Janna Goudarzi talk about top nonprofit tax updates for 2024.

In this episode, Susanna Chon discusses the latest guidance on Employee Retention Credits.

Join GRF to kick off 2024 with a discussion exploring the outlook for nonprofits and associations. Our presenters will discuss the priority areas of focus that every organization should address in 2024 including implementation of new ASUs, identifying top risks, impacts of AI, anticipating tax changes, and best practices to consider for the new year. Participants will come away with the knowledge and tools they need to meet challenges head-on and take advantage of opportunities to implement meaningful change.

Join our upcoming webinar as we delve into the performance of whistleblower investigations. In this session, we will explore the critical decision-making process behind initiating investigations, effective interview techniques, and the nuanced art of reporting investigation results. This webinar aims to empower attendees with the knowledge and skills needed to navigate whistleblower concerns and foster a transparent, accountable organizational culture.

Join GRF’s tax experts for our annual tax planning webinar as we explore best practices for reducing your tax liability. The session will cover key year-end tax planning considerations aimed at individuals, families, and small businesses, including how to take advantage of significant tax credit opportunities.

Early detection can limit the impact of fraud, and insider tips are by far the most effective source. Having a comprehensive whistleblower program in place is a powerful tool for identifying this potential fraud or misconduct. Join GRF as we discuss the process for establishing a secured incident reporting platform that includes online reporting, document upload, case management, and reporting functionality – backed by a team of forensic accounting experts who will investigate incidents and guide you through mitigation and prevention measures for the future.