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
In-person event
July 14, 2025
NACCHO360 Annual Conference
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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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CPE event
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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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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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
Industry
Topic
Service
Technology
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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Recorded webinar
July 10, 2025
Quarterly accounting update—Summer 2025
Join members of our national professional standards group for the latest on accounting updates and requirements. Register today.
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Recorded webinar
June 26, 2025
Collaborate seamlessly: How NetSuite enhances remote team productivity
Boost remote team productivity with NetSuite—discover tools for seamless collaboration in professional services.
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