In-person event
Family Office Advanced Leadership Program
Designed for senior family office leaders, this 18-month program sharpens leadership, governance and succession-planning skills.
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Explore upcoming live webinars, CPE programs and in-person events
CPE event
July 16, 2025
NetSuite EPM Webinar Series
Join our five-part webcast series where we will demonstrate the power of the NetSuite EPM modules to automate and put control into your financials.
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Live webinar
July 17, 2025
Unlock efficiency: Join RSM and Boomi in a two-part data webinar series
Learn how to transform your business operations with data pipeline automation and master data management (MDM) distribution hub during our live two-part webinar series.
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Live webinar
July 23, 2025
RSM’s Microsoft nonprofit webcast series
Join RSM's webcast series to empower nonprofits with tools and insights on financial management, data analytics, cybersecurity, and cloud solutions.
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CPE event
July 24, 2025
Empowering financial institutions with Microsoft 365
Discover strategic approaches and innovative solutions with Microsoft 365 to empower financial institutions in a dynamic digital landscape.
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Live webinar
July 24, 2025
NetSuite AI webinar series
Join us for our new NetSuite AI webinar series, designed specifically for chief financial officers, VPs/directors of finance, controllers and accounting managers.
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Live webinar
July 28, 2025
Beyond the audit: Leveraging findings to fuel finance transformation and optimization
Learn how to apply audit insights, improve readiness and modernize finance in this 45-minute panel discussion with live Q&A.
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Live webinar
July 29, 2025
The modern chief marketing officer: Creative acceleration in the age of AI
This webinar will help CMOs accelerate creativity and production by utilizing generative AI in their creative and marketing strategies.
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On-demand webinars: Information on your schedule
Watch anytime with full access to all resources. On-demand webinars typically are not CPE-eligible unless specifically noted.
On-demand webinar
Treasury transformation: Navigating market trends with Kyriba and MassMutual
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On-demand webinar
Transitioning from legacy ERPs to Dynamics 365 Business Central
Learn how to modernize your ERP with Business Central, AI tools & smart migration tips in this cloud-focused Microsoft ecosystem webinar.
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On-demand webinar
Optimizing family office operations with Sage Intacct and integrated technologies
Explore how integrated tools like Sage Intacct and RSM FamilySight® drive efficiency and insight for complex family offices.
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Search past events to access certificates and review event resources
Topic
Industry
Service
Technology
Recorded webinar
July 17, 2025
Tax Reform in Motion: Helping you understand how the OBBBA may affect you and your business
Two targeted opportunities to learn how OBBBA may impact you: internationally active companies, privately held businesses and individual owners.
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Past event
July 14, 2025
NACCHO360 Annual Conference
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Past event
July 11, 2025
2025 NACo Annual Conference and Exhibition
Meet RSM’s team in Philadelphia to explore Microsoft solutions that help counties modernize and improve public service delivery.
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