GRF On-the-Go Podcast

GRF CPAs & Advisors
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GRF CPAs & Advisors is a professional services firm providing audit and assurance, tax services, outsourced accounting, and advisory solutions to clients worldwide. Since 1981, the firm has worked with nonprofits, associations, government contractors, other for-profit businesses, and individuals. For more about our services or to request additional information, visit our website at www.grfcpa.com or send us an email at marketing@grfcpa.com.

  1. Nonprofit State of the Union 2026: Fireside Chat with Maya Ajmera

    FEB 19

    Nonprofit State of the Union 2026: Fireside Chat with Maya Ajmera

    In this special fireside chat from our Nonprofit State of the Union series, Maya Ajmera, President and CEO of the Society for Science, joins John Pace, Partner and Director of Outsourced Accounting & Advisory Services, for a candid conversation on nonprofit leadership. Maya shares insights on today’s talent landscape, internal financial communication, the evolving role of technology and AI, and how strong succession planning supports long term organizational stability. She also reflects on the importance of trust, entrepreneurial thinking, and empowering teams to innovate. This conversation offers nonprofit leaders a thoughtful, energizing look at what it takes to guide mission driven organizations through complexity and change. Click here to view the 2026 GRF Top Risks Report https://www.grfcpa.com/resource/2026-top-risks-report/ Click here to watch the full 2026 GRF Nonprofit State of the Union. https://youtu.be/RBSG8KSXVmk

    25 min
  2. Nonprofit State of the Union 2026: Sustaining Impact and Donor Confidence

    FEB 17

    Nonprofit State of the Union 2026: Sustaining Impact and Donor Confidence

    In this episode of our Nonprofit State of the Union series, Lisa Heller, Partner and Director of Nonprofit Tax, and Dick Locastro, Partner in Nonprofit Tax, discuss helping nonprofits sustain impact by strengthening donor engagement, refining messaging, and understanding critical tax changes affecting charitable giving. They review law provisions, shifting donor expectations, and how organizations can use data, narrative, and Form 990 disclosures to build trust and communicate mission effectiveness. They also highlight common communication pitfalls and share practical guidance for aligning fundraising, reporting, and mission strategy in a rapidly changing environment. Click here to view the 2026 GRF Top Risks Report https://www.grfcpa.com/resource/2026-top-risks-report/ Click here to watch the full 2026 GRF Nonprofit State of the Union. https://youtu.be/RBSG8KSXVmk

    21 min
  3. Nonprofit State of the Union 2026: Technology and Transformation

    FEB 12

    Nonprofit State of the Union 2026: Technology and Transformation

    This fourth episode from GRF's Nonprofit State of the Union series, Heather Broberg, Principal and Director of Accounting Technology Services, and Leo Gutierrez, Accounting Technology Services Manager, discuss the evolving role of accounting technology in nonprofit finance. Heather and Leo walk through key trends shaping 2026, including the shift to cloud ERP, the importance of integrated systems, automation, embedded analytics, and the growing influence of AI in financial operations. They share practical guidance on building a scalable technology foundation, reducing manual work, improving reporting accuracy, and helping finance teams operate as strategic partners. This session offers nonprofit leaders clear steps for strengthening their finance technology ecosystem and preparing for the future. Click here to view the 2026 GRF Top Risks Report https://www.grfcpa.com/resource/2026-top-risks-report/ Click here to watch the full 2026 GRF Nonprofit State of the Union. https://youtu.be/RBSG8KSXVmk

    16 min
  4. Nonprofit State of the Union 2026: Financial Resilience in an Unpredictable Economy

    FEB 10

    Nonprofit State of the Union 2026: Financial Resilience in an Unpredictable Economy

    In the third episode of the Nonprofit State of the Union series, Mark Tessar, Principal, Audit & Assurance, and Leslie Zeid, Principal, Outsourced Accounting Services, walk through financial resilience, budgeting, forecasting, and reserve management. Learn practical approaches to scenario planning, liquidity management, and developing intentional reserve policies that reflect real organizational risk. Common audit and reporting issues, including liquidity disclosures, functional allocation, revenue concentration, and the growing importance of technology and cyber readiness are also highlighted. This session offers nonprofit leaders clear, actionable guidance for strengthening financial stability in an unpredictable environment. Click here to view the 2026 GRF Top Risks Report https://www.grfcpa.com/resource/2026-top-risks-report/ Click here to watch the full 2026 GRF Nonprofit State of the Union. https://youtu.be/RBSG8KSXVmk

    24 min
  5. Nonprofit State of the Union 2026. Governance, Compliance, and Risk Readiness

    FEB 5

    Nonprofit State of the Union 2026. Governance, Compliance, and Risk Readiness

    In this episode, we are sharing the second session from GRF’s recent 2026 Nonprofit State of the Union on the top risks that nonprofits are facing. Mac Lillard, Principal, Risk & Advisory Services, and Alex McNeill, Enterprise Risk Management Advisor, Risk & Advisory Services, discuss how rapid change, funding uncertainty, and organizational growth or contraction can create governance gaps, along with practical ways boards and leadership teams can strengthen oversight, align strategy, and build resilience. The conversation also explores technology governance, cybersecurity, talent management, and what the most resilient nonprofits are doing differently as they plan for 2026 and beyond. Click here to view the 2026 GRF Top Risks Report https://www.grfcpa.com/resource/2026-top-risks-report/ Click here to watch the full 2026 GRF Nonprofit State of the Union. https://youtu.be/RBSG8KSXVmk

    24 min
  6. Nonprofit State of the Union 2026: Top Risks

    FEB 3

    Nonprofit State of the Union 2026: Top Risks

    In this episode, we are sharing the first session from GRF’s recent 2026 Nonprofit State of the Union on the top risks that nonprofits are facing. Melissa Musser, Partner and Director of Risk and Advisory Services explores GRF’s newly released Top Risks report and explains how enterprise risk management connects directly to strategy, culture, and decision‑making. This episode offers practical insights for nonprofit leaders and boards looking to better understand, prioritize, and manage the risks that could impact their mission. Click here to view the 2026 GRF Top Risks Report https://www.grfcpa.com/resource/2026-top-risks-report/ Click here to watch the full 2026 GRF Nonprofit State of the Union. https://youtu.be/RBSG8KSXVmk

    9 min
  7. Understanding the Statement of Functional Expenses: Key Considerations for Nonprofits

    JAN 26

    Understanding the Statement of Functional Expenses: Key Considerations for Nonprofits

    In this episode, hosts Tricia and Yev take a practical look at the nonprofit statement of functional expenses and share what auditors commonly see during the audit process. They cover best practices for expense classifications, allocation methodologies, and year‑over‑year consistency, along with guidance on breaking out major program services and avoiding oversized miscellaneous categories. Tricia and Yev also explain how the statement of functional expenses connects to the statement of activities and Form 990 reporting, offering helpful insights for nonprofit finance teams, leaders, and board members focused on clarity, transparency, and audit readiness.

    13 min
  8. Nonprofit Endowments Demystified: Rules, Risks, and Best Practices

    12/18/2025

    Nonprofit Endowments Demystified: Rules, Risks, and Best Practices

    Tricia and Yev break down the essentials of nonprofit endowments, including donor restrictions, spending policies, underwater endowments, and the difference between true and quasi endowments. Perfect for nonprofit leaders, finance teams, and auditors looking to stay compliant and informed.

    14 min
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About

GRF CPAs & Advisors is a professional services firm providing audit and assurance, tax services, outsourced accounting, and advisory solutions to clients worldwide. Since 1981, the firm has worked with nonprofits, associations, government contractors, other for-profit businesses, and individuals. For more about our services or to request additional information, visit our website at www.grfcpa.com or send us an email at marketing@grfcpa.com.

Information

  • Creator
    GRF CPAs & Advisors
  • Years Active
    2023 - 2026
  • Episodes
    62
  • Rating
    Clean
  • Copyright
    © Gelman, Rosenberg & Freedman 2023
  • Show Website
    GRF On-the-Go Podcast