Increasingly, organizations are looking for their treasury teams to serve as strategic partners for the broader finance organization. Managed services offer organizations the ability to transition treasury’s focus away from the minutiae of daily operations and drive value within the finance organization. We’ll discuss: Strategies to transition to a managed service model Scenarios that can...
As organizations face increasing complexities, effective risk management is essential for safeguarding assets, promoting compliance, and achieving strategic objectives. Join us for our webcast, Risk Management for Mission-Driven Boards. You’ll learn how to identify, assess, and mitigate risks while fostering accountability and transparency. This webcast aims to support organizations to proactively manage risks and enhance organizational...
Assessing cancer center operations and managing high-cost medications are key areas of focus we’ve seen from our clients. Join us for an informative webinar to learn how to identify denial trends and implement tactics to help prevent and manage common issues causing revenue loss. In addition, we’ll cover methods to analyze medication and infusion costs...
Workforce challenges continue to be a significant concern for not-for-profit leaders in 2025. From recruitment and retention to managing limited resources and requiring specialized expertise, these issues are top of mind for leaders, board members and strategists. Join our engaging panel discussion where not-for-profit leaders will share their firsthand experiences on how innovative workforce solutions...
In today’s rapidly evolving business landscape, professional service firms must leverage automation and AI to remain competitive and efficient. Join us for our webcast, Professional Services: Harness AI and Automation. We’ll discuss the critical importance of embracing AI and provide practical tips for getting started without significant investment. Discover how to assess when it’s time to...
There has been an increase in the number of countries that have introduced e-invoicing/e-reporting obligations or have announced their intention to do so by 2030. This is creating a significant amount of work for taxpayers to comply with local country requirements; including new technologies addressing the near-time (or real-time) related data filing obligations. We’ll discuss:...
Join Marcus Dillon, Amy McCarty and Chrissy Feinberg as they share the keys to creating a successful payroll business from the ground up. Whether you're just getting started or fine-tuning your existing practices, this session is designed to equip you with the foundational elements necessary for growth. You'll learn how to: Delivery Method: Group InternetCourse Level:...
Join us for an engaging webinar that demystifies the process of incorporating spend management into your firm’s client advisory services (CAS). Amy Merletti from CPA.com will host Richard Corn from BILL, to show you how to transition from traditional after-the-fact expense reporting toward a proactive, tech-enabled approach. You’ll discover proven strategies to control budgets in...
Disruptors See the World Differently: A Deeper Dive Join us for the second installment of our 2025 Global Board Governance Survey webinar series, Disruptors See the World Differently: A Deeper Dive. Gain invaluable insights from the C-suite and board perspectives as we continue the conversation initiated during our March event to discuss unanswered questions regarding...
Event overview Join RSM professionals for an exclusive webinar on how NetSuite’s integrated project management solutions can streamline operations, enhance efficiency and improve client satisfaction. Learn how to track every phase of a project while seamlessly integrating finance and human resources for a holistic approach to project success. Why attend? Live demonstration: Watch NetSuite in action...
