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Recorded Webcasts

We proudly sponsor and participate in events and webcasts that provide innovative ideas and opportunities for you to improve and grow your business. View recordings of past webcasts where RSM professionals were involved as speakers, presenters, and recruiters.







Recorded Webcast

Getting lease compliance right

RSM and Tango will share the top lessons they have learned working with customers across all industry sectors in this webcast.





Recorded Webcast

Are you ready to adopt ASC 842?

This webcast will highlight key steps and best practices for implementation of new lease accounting standard (ASC 842).


Recorded Webcast

New lease accounting standards

Join RSM for a complimentary webcast on Dec. 6 to understand the new guidelines and how it will affect your business.











Recorded Webcast

ASC 842 lease accounting in NetSuite

Join us to learn how ASC 842 changes accounting requirements and how to capture required information and calculations in NetSuite.



Recorded Webcast

COVID-19 family office webcast series

RSM is pleased to provide a series of webcast discussions that will drill into the operational planning perspective family offices now face.




Recorded Webcast

Revenue recognition update

Join RSM for a revenue recognition standard (ASC 606) update for business and professional services companies.






Recorded Webcast

Brexit and the impact on VAT

Watch our March 7 webcast, which covered the practical steps you can take now to improve your readiness for a hard Brexit.
















Recorded Webcast

Partnership audits: What you should do now

Join us for an informative webcast as we discuss what you can do now to prepare for changes in partnership audit rules in 2018.

  • Burquest, Patti
  • |


Recorded Webcast

Retirement plan issues and insights

Webcast series addresses key challenges and opportunities found in designing, implementing and maintaining company retirement plans.





Recorded Webcast

Revenue recognition under ASC 606

In this recorded webcast, RSM’s accounting thought leaders discuss the guidance in Topic 606, Revenue from Contracts with Customers.

  • Marshall, Brian
  • |

Recorded Webcast

Transformation of tax

RSM's virtual summit on transformative tax issues facing the middle market is available as an on-demand webcast.












Recorded Webcast

Navigating an IRS examination

Join RSM’s tax controversy professionals on Feb. 7 for an insider’s look at what businesses can expect from an IRS audit.

  • Burquest, Patti
  • |


Recorded Webcast

PCI DSS 3.2—What’s next?

Learn about new PCI DSS 3.2 guidelines, and how compliance helps reduce the risk of data breaches & penalties associated with card issues.








Recorded Webcast

Tax controversy update: Hot topics for 2017

Join us for IRS practice and procedure updates on IRS campaigns, fishing expedition IDRs and early election of new partnership audit rules.

  • Burquest, Patti
  • |























Recorded Webcast

Blockchain for boards

Learn how boards can best understand blockchain, how to utilize in their organizations, and what types of efficiencies it can provide.

  • Schulman, Jay
  • |

Recorded Webcast

Is your board ready for change management?

Board members are crucial in evaluating business objectives and executive suite initiatives. Is your board equipped for change management?





Recorded Webcast

Are you ready to comply with DAC 6?

DAC 6 will introduce five different “hallmark” categories that represent an indication that a transaction may have a risk of tax avoidance.










Recorded Webcast

Exploring new opportunities in China

Join us for a webcast where international business thought leaders from RSM and RSM China discuss new opportunities for growth in China.












Recorded Webcast

Is your company ready for an IPO?

Is your company ready for an IPO? Attend this webcast for accounting, tax and financial reporting perspective.









Recorded Webcast

Pre IPO Tax planning considerations

This webcast discusses pre-IPO tax planning considerations tp help you navigate tax issues associated with the IPO process and achieve an optimum ...

  • Burquest, Patti
  • |

Recorded Webcast

Qualified opportunity zones

QOZ funds, operating businesses and private investors should understand the practical application of the final QOZ regulations.





Recorded Webcast

Rapid ERP deployment

See why RSM has a long record of on-time, on-budget deployments for clinical-stage companies due to our unique deployment model.



Recorded Webcast

Retirement plan self-checkup

Insights on the latest plan options and how to evaluate and ensure you are getting the most out of your retirement plan.

  • Carroll, Eric
  • |

Recorded Webcast

Retirement planning: What's trending

RSM provides an update on the current state of employer sponsored retirement plans including trends and best practices.

  • Mattia, Joe
  • |







Recorded Webcast

Tax planning in an election year

Join our professionals as they discuss November’s presidential election, tax planning opportunities and the potential changes ahead.







Recorded Webcast

10 ways to increase internal audit relevancy

Join us for a discussion of internal audit and the chief audit executive’s roles in enterprise risk management and understanding and addressing ...





Recorded Webcast

2019 CRM Webcast Series

Join RSM for our 2019 CRM webcast series. Each webcast will feature insights and updates that you can put to use in your daily activities.





Recorded Webcast

A state tax update for turbulent times

Discover how Nevada tax reform, Maryland v. Wynne and interstate transfer pricing under the MTC’s ALAS will affect businesses from coast to coast.


Recorded Webcast

ACA penalties are coming: Are you at risk?

Learn what triggers an IRS penalty under the Affordable Care Act and how to respond if your business receives a penalty notice.

  • Harris, Jill
  • |





Recorded Webcast

Best of SharePoint Conference recap

Join our SharePoint professionals and learn what we learned about the latest updates for SharePoint, Office 365 and Yammer.


Recorded Webcast

Beyond basic Dynamics GP reporting

Learn how Dynamics GP users and non-user gain more insight from your Dynamics GP data with Excel Refreshable Reports.





Recorded Webcast

Business succession planning

Learn about how business owners can design and implement a comprehensive plan for the successful transition of their business on their terms

  • Ratner, Charlie
  • |



Recorded Webcast

Choosing the right cloud strategy

Are you considering moving your technology to the cloud? Learn how to choose the right cloud solutions for your unique business needs.


Recorded Webcast

Cloud risk and compliance

Managing risk and compliance with cloud-based solutions from initial migration, through day-to-day operations, to regular reviews.




Recorded Webcast

Dynamics 365 webcast series

Join RSM, a Microsoft Dynamics partner, for our CRM Webcast Series. The next event in the series will be held on Nov. 14.




Recorded Webcast

Dynamics GP user group: 2015 release

Learn from our Dynamics GP professionals during our weekly August series the new capabilities in Dynamics GP 2015.





Recorded Webcast

Microsoft Dynamics SL year-end webcast

Join our annual Microsoft Dynamics SL year-end closing webcast. This webcast will focus on year-end processing and include a Q&A session.

  • Andrews, Randy
  • |


Recorded Webcast

Emerging Technology 101: Guide to the Cloud

This session is designed for business executives who are new to cloud computing and early adopters who are looking to accelerate their use of the ...

  • Rosenfeld, Diego
  • |




Recorded Webcast

The evolution of retirement plans

Learn about the latest investing trends, the rationale behind them and best practices to building an investment menu for your employees.




Recorded Webcast

Get prepared for your NetSuite upgrade

Join RSM on our NetSuite user group webcast series to learn more about preparing for a NetSuite semi-annual upgrade to version 2014 release 1













Recorded Webcast

Integration Tools for Microsoft Dynamics GP

There are many integration tools available for your Microsoft Dynamics GP system. Learn which tool is the right one for your integration project.


Recorded Webcast

Is SharePoint in the Cloud right for you?

Join RSM as we discuss and demonstrate the benefits of SharePoint in the cloud as well as how to take advantage of Microsoft Power BI.






Recorded Webcast

Microsoft Dynamics CRM: The Power of Dialogs

...Microsoft Dynamics CRM: The Power of Dialogs View slides of this webcast With the release of Microsoft Dynamics® CRM 2011 comes an expanded...



















Recorded Webcast

Now-generation business applications

This webcast series demonstrates how organizations can integrate modern technology to increase competitiveness and support several key business ...


Recorded Webcast

Now that my IRS exam is over, what’s next?

Knowing how to prepare for an IRS exam is important, but it is equally important to be prepared for the post-examination process.

  • Burquest, Patti
  • |

Recorded Webcast

Optimize your business with NetSuite CRM

NetSuite’s CRM functionality can provide many key benefits, increasing automation to improve efficiency and enhance the customer experience.




Recorded Webcast

Private client services year-end webcast

An update on pressing tax issues that individuals and family businesses should consider before Dec. 31 as well as in the year ahead.












Recorded Webcast

On the Sarbanes-Oxley radar

Get a head start on your 2020 SOX compliance plan by joining RSM’s national leader for process risk and controls.


Recorded Webcast

SharePoint governance webcast

Join RSM as we provide you with high-impact tools and guidance to help you build a strong, scalable SharePoint governance plan.










Recorded Webcast

Transform your revenue recognition process

Are you faced with ongoing challenges of the ever changing rules around revenue recognition? Learn how you can transform your revenue recognition ...


Recorded Webcast

Transitioning from sales to service

From sales, service and marketing, learn the importance of integrating these departments and learn how to better manage the service part of your ...



Recorded Webcast

Microsoft CRM Unified Interface

Join RSM on March 5 for a webcast on Microsoft's Unified Interface to help you plan ahead for the new mandatory upgrade.


Recorded Webcast

Update on German tax issues for U.S. businesses

US businesses operating overseas face a myriad of tax obligations. This webcast offers an update on the German tax environment featuring partners ...

  • Schmidt, Rob
  • |



Recorded Webcast

When to consider a mid-market ERP system

A mid-market enterprise resource planning (ERP) platform increases insight into critical business decisions, managing the entire business-not just ...







Recorded Webcast

Planning for a new ERP in 2018

This webcast will provide an update on how to navigate the software vendor landscape and present options for ways are tackling ERP 2018.










Recorded Webcast

Digital pathways

Join RSM on Sept. 12 for a live webcast on digital transformation for business and professional services companies.

  • Wiltgen, Karen
  • |






Recorded Webcast

Microsoft Dynamics 365 for Retail

Join RSM to learn how Microsoft Dynamics 365 for Retail can enhance the shopping experience during our Dec. 15 webcast.

  • Profitt, Rachel
  • |




Recorded Webcast

New regulations on section 163(j)

RSM professionals discuss the provisions of business interest deduction limitations (Section 163j) stemming from the TCJA and CARES Act.



Recorded Webcast

ORSA and ERM—are you ready?

The enterprise risk management requirements under ORSA are new. Learn how to evaluate your ERM practices and develop an ORSA-compliant program.



Recorded Webcast

Revenue recognition webcast

Join RSM as we share insights on how the new revenue recognition standard (ASC 606) affects the business and professional services industry.

  • Murphy, Chris
  • |







Recorded Webcast

2016 economic and risk outlook

Gain insight on emerging economic trends for 2016 and understand the potential impact to your organization from a risk perspective.



Recorded Webcast

2019 economic and risk outlook

Prepare for the new year by obtaining insights on the key economic and risk trends that may affect your business and industry.

  • Brackett, John
  • |


Recorded Webcast

Accounting and auditing of digital assets

Join our webinar where we will dig deeper into the recently released AICPA guidance on accounting and auditing of digital assets.

  • Schulman, Jay
  • |



Recorded Webcast

Annual tax update for exempt organizations

Join RSM for our annual tax update webcast as we review the current tax landscape for exempt organizations as well as look ahead to 2020.

  • Mitchell, Alexandra
  • |

Recorded Webcast

2018’s impact on your corporation

An executive briefing for corporate leaders, audit committee and board members addressing key financial and governance issues for 2018.

  • Deiso, Phyllis
  • |





Recorded Webcast

Enabling productivity in difficult times

Learn how to implement technology strategies to sustain or enhance key business operations during the current COVID-19 pandemic and beyond.






Recorded Webcast

Tax update for government contractors

Learn about tax issues that affect government contracting organizations, including international expansion and meals and entertainment.

  • Fletcher, Mike
  • |





Recorded Webcast

M&A: What to expect in 2017

Tune into this webcast, moderated by Mergers & Acquisitions magazine, to see what's ahead for the M&A market in 2017.


Recorded Webcast

Managing the maze of employee leave

With complex workers compensation, ADA and FMLA challenges, your employee leave processes must keep up with evolving regulations and demand.







Recorded Webcast

Keeping up with Power BI updates

Join RSM as we review and demonstrate some of the top updates to Power BI Desktop and Power BI Service from the last year.



Recorded Webcast

Private equity and the software industry

Join us for this live interactive webcast to learn what smart investors need to know about the booming private equity market for software.









Recorded Webcast

Government contracting tax webcast

Join us for a tax update webcast as we take a look at the current tax landscape for government contractors as well as look ahead to 2017.

  • Fletcher, Mike
  • |

Recorded Webcast

Technology update for the public sector

Join us for a discussion on emerging technology issues in the public sector and discover ways you can develop a plan to address your data challenges.











Recorded Webcast

2018 economic and risk outlook webcast

Prepare for the new year by obtaining insights on the key economic and risk trends that may affect your business and industry.

  • Kastenschmidt, Rob
  • |

Recorded Webcast

Year-end in Dynamics GP webcast

Learn from RSM about the latest updates to help you with your year-end closing procedures in Microsoft Dynamics GP.


Recorded Webcast

Year-end in Dynamics GP

Attend our 3-part year-end webcast series for important changes you need to consider for Microsoft Dynamics® GP at year-end.





Recorded Webcast

What’s next after AMS Fest?

This webinar will present best practices around system selection. We will also show how a scorecard is typically developed.


Recorded Webcast

AP automation for Dynamics GP

Join RSM partner, AvidXchange, on Thursday, June 21 for a complimentary webcast to learn more about AP automation for Dynamics GP.



Recorded Webcast

Generational Change Management

Recruiting and retaining your best and brightest people has never been more critical to your business’s success than it is now.


Recorded Webcast

CFOs guide to managing technology risks

RSM's technology thought leaders explore how well-aligned processes, policies and technologies can reduce the cost and complexity of risk and ...



Recorded Webcast

Cloud strategies for Dynamics GP

Microsoft Dynamics GP users will learn more about available cloud solutions and which one makes the most sense for your business.



Recorded Webcast

Creating a data-driven modern workplace

Microsoft tools including Azure, Power BI, SharePoint and Microsoft Teams can help you gain access to data and create reports faster.


Recorded Webcast

Digital transformation and Dynamics 365

View our recorded webcast to see how the right digital transformation strategy can drive value for your customers and employees.





Recorded Webcast

Security in Microsoft Dynamics GP

Join RSM for a complimentary webcast to learn about the latest techniques to safeguard your data in Microsoft Dynamics GP.



Recorded Webcast

Best of Dynamics Summit Series

Discover the benefits of Professional Service Tools Library when you attend our Best of Dynamics Summit webcast on Aug. 24, 2017.


Recorded Webcast

Year-end in Dynamics SL

Learn about the latest updates to help you with your year-end closing procedures in Microsoft Dynamics SL when you attend our webcast.





Recorded Webcast

GAAP compliance update

Join RSM’s Chris Martin, senior director, and Graydon Smith, director, to learn the latest updates regarding GAAP compliance



Recorded Webcast

Get smart with SmartList Builder

Join Brenda Niblo, senior director at RSM US LLP, on May 14 to learn how to use SmartList Builder more effectively


Recorded Webcast

Getting the most out of Microsoft

This webcast is designed for business and IT executives who are looking to optimize their Microsoft platform while lowering their total cost of ...




Recorded Webcast

GP Year End Webcast Series

Join us for our annual webcast series for what you need to know about GP Payroll and Core Modules to close out the year.






















Recorded Webcast

NetSuite’s Fixed Assets module

RSM helps industry clients migrate away from Excel schedules into NetSuite’s Fixed Assets module to automate their asset depreciation needs.




Recorded Webcast

NetSuite user group webcast

Join RSM’s NetSuite user group webcast on Tuesday, Jan. 30 to find out how companies successfully manage NetSuite post go live.















Recorded Webcast

Resolving research tax credit controversies

The research credit is a contentious and often time consumer issue during an IRS examination. Hear ways of resolving tax credit problems.

  • Burquest, Patti
  • |

Recorded Webcast

Fiduciary webcast series

RSM’s four-part webcast series will help you to better understand what it means to be a fiduciary and navigate the complicated requirements.



Recorded Webcast

Risk management for third-party relationships

Gain insight on present-day third-party risk management issues and learn various solutions to better manage the overall relationship process.

  • Ruey, Nathaniel
  • |

Recorded Webcast

Robotic process automation

Join RSM for an overview of robotic process automation and ways in which middle market organizations can get started today.



Recorded Webcast

RSM 2020 cybersecurity special report

Learn more about the top cybersecurity threats middle market businesses face, plus strategies and practices for mitigating those threats.





Recorded Webcast

Washington National Tax year-end webcast

Join us on Nov. 16 for the Washington National Tax year-end webcast: Tax considerations you need to know for year-end planning.

  • Burquest, Patti
  • |



Recorded Webcast

The IRS penalty maze

RSM's Patti Burquest and David Click discuss tough tax topics.

  • Burquest, Patti
  • |







Recorded Webcast

New trends in procurement automation

The right procurement solution can help organizations automate processes, enhance communications, and gain real-time visibility and control.




Recorded Webcast

Washington National Tax year-end webcast

Join us on Nov. 16 as our panel focuses on important tax considerations you need to know to prepare for year-end planning.

  • Burquest, Patti
  • |

Recorded Webcast

Washington National Tax year-end webcast

Join RSM for this webcast featuring post-election results plus federal, international and pass-through tax considerations for year-end.


Recorded Webcast

Year-end in Dynamics GP

Learn about the latest updates to help you with your year-end closing procedures in Microsoft Dynamics GP during our 3-part webcast series.


Recorded Webcast

Year-end in Dynamics SL

Please join us for our annual Microsoft Dynamics SL year-end closing webcast presented by our Dynamics SL support manager, Randy Andrews.


Recorded Webcast

Year-end processing with NetSuite

RSM is offering our annual NetSuite year-end webcast. This complimentary webcast will focus on year-end processing and include a Q&A .




Recorded Webcast

The finance revolution

Learn the characteristics and capabilities of leading finance organizations and how your company can apply these concepts.

  • Cashin, James
  • |

Recorded Webcast

Improving the Outcomes for Hawaii

Hawaii’s Department of Health Behavioral Health Administration is focused on better outcomes for the population and supporters.


Recorded Webcast

Cloud strategies for Dynamics GP

Microsoft Dynamics GP users will learn more about available cloud solutions and which one makes the most sense for your business.