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 10, 2025Quarterly accounting update—Summer 2025Join members of our national professional standards group for the latest on accounting updates and requirements. Register today.Register # Audit Audit
In-person eventJuly 11, 20252025 NACo Annual Conference and ExhibitionMeet RSM’s team in Philadelphia to explore Microsoft solutions that help counties modernize and improve public service delivery.Register # GovernmentMicrosoft GovernmentMicrosoft
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
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
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 10, 2025Quarterly accounting update—Summer 2025Join members of our national professional standards group for the latest on accounting updates and requirements. Register today.Register # Audit Audit
In-person eventJuly 11, 20252025 NACo Annual Conference and ExhibitionMeet RSM’s team in Philadelphia to explore Microsoft solutions that help counties modernize and improve public service delivery.Register # GovernmentMicrosoft GovernmentMicrosoft
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
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
On-demand webinarTreasury transformation: Navigating market trends with Kyriba and MassMutualWatch # Data & digital servicesDigital evolution Data & digital servicesDigital evolution
On-demand webinarTransitioning from legacy ERPs to Dynamics 365 Business CentralLearn how to modernize your ERP with Business Central, AI tools & smart migration tips in this cloud-focused Microsoft ecosystem webinar.Register # Business applicationsMicrosoftDynamics 365ERP services Business applicationsMicrosoft
On-demand webinarOptimizing family office operations with Sage Intacct and integrated technologiesExplore how integrated tools like Sage Intacct and RSM FamilySight® drive efficiency and insight for complex family offices.Watch # Sage IntacctBusiness applicationsERP servicesFinancial services Sage IntacctBusiness applications
On-demand webinarTreasury transformation: Navigating market trends with Kyriba and MassMutualWatch # Data & digital servicesDigital evolution Data & digital servicesDigital evolution
On-demand webinarTransitioning from legacy ERPs to Dynamics 365 Business CentralLearn how to modernize your ERP with Business Central, AI tools & smart migration tips in this cloud-focused Microsoft ecosystem webinar.Register # Business applicationsMicrosoftDynamics 365ERP services Business applicationsMicrosoft
On-demand webinarOptimizing family office operations with Sage Intacct and integrated technologiesExplore how integrated tools like Sage Intacct and RSM FamilySight® drive efficiency and insight for complex family offices.Watch # Sage IntacctBusiness applicationsERP servicesFinancial services Sage IntacctBusiness applications