In-person eventFamily Office Advanced Leadership ProgramDesigned for senior family office leaders, this 18-month program sharpens leadership, governance and succession-planning skills.Read more # Family office services Family office services
CPE eventJuly 16, 2025NetSuite 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. Register # NetSuite NetSuite
CPE eventJuly 17, 2025Tax Reform in Motion: Helping you understand how the OBBBA may affect you and your businessTwo targeted opportunities to learn how OBBBA may impact you: internationally active companies, privately held businesses and individual owners.Register
Live webinarJuly 17, 2025Unlock efficiency: Join RSM and Boomi in a two-part data webinar seriesLearn how to transform your business operations with data pipeline automation and master data management (MDM) distribution hub during our live two-part webinar series.Register # Data & digital servicesData infrastructureBoomi Data & digital servicesData infrastructure
Live webinarJuly 23, 2025RSM’s Microsoft nonprofit webcast seriesJoin RSM's webcast series to empower nonprofits with tools and insights on financial management, data analytics, cybersecurity, and cloud solutions.Register # NonprofitBusiness applicationsMicrosoft NonprofitBusiness applications
CPE eventJuly 24, 2025Empowering financial institutions with Microsoft 365Discover strategic approaches and innovative solutions with Microsoft 365 to empower financial institutions in a dynamic digital landscape.Read more # Financial servicesFinancial institutionsBusiness applicationsData & digital services Financial servicesFinancial institutions
Live webinarJuly 24, 2025NetSuite 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.Register # NetSuiteERP services NetSuiteERP services
Live webinarJuly 28, 2025Beyond the audit: Leveraging findings to fuel finance transformation and optimizationLearn how to apply audit insights, improve readiness and modernize finance in this 45-minute panel discussion with live Q&A.Register # AuditFinancial consulting AuditFinancial consulting
In-person eventFamily Office Advanced Leadership ProgramDesigned for senior family office leaders, this 18-month program sharpens leadership, governance and succession-planning skills.Read more # Family office services Family office services
CPE eventJuly 16, 2025NetSuite 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. Register # NetSuite NetSuite
CPE eventJuly 17, 2025Tax Reform in Motion: Helping you understand how the OBBBA may affect you and your businessTwo targeted opportunities to learn how OBBBA may impact you: internationally active companies, privately held businesses and individual owners.Register
Live webinarJuly 17, 2025Unlock efficiency: Join RSM and Boomi in a two-part data webinar seriesLearn how to transform your business operations with data pipeline automation and master data management (MDM) distribution hub during our live two-part webinar series.Register # Data & digital servicesData infrastructureBoomi Data & digital servicesData infrastructure
Live webinarJuly 23, 2025RSM’s Microsoft nonprofit webcast seriesJoin RSM's webcast series to empower nonprofits with tools and insights on financial management, data analytics, cybersecurity, and cloud solutions.Register # NonprofitBusiness applicationsMicrosoft NonprofitBusiness applications
CPE eventJuly 24, 2025Empowering financial institutions with Microsoft 365Discover strategic approaches and innovative solutions with Microsoft 365 to empower financial institutions in a dynamic digital landscape.Read more # Financial servicesFinancial institutionsBusiness applicationsData & digital services Financial servicesFinancial institutions
Live webinarJuly 24, 2025NetSuite 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.Register # NetSuiteERP services NetSuiteERP services
Live webinarJuly 28, 2025Beyond the audit: Leveraging findings to fuel finance transformation and optimizationLearn how to apply audit insights, improve readiness and modernize finance in this 45-minute panel discussion with live Q&A.Register # AuditFinancial consulting AuditFinancial consulting