Operational Excellence Series Pt. 3: Adapting Your Finance Function
In Part 3 of this series, RSM Directors Kristen Oats and Cody Roth discuss how finance teams are adapting to market disruptions.
Podcasts
Operational Excellence Series Pt. 2: The Evolution of IT
In Part 2 of this series, RSM's director of technology consulting looks beyond the cloud to the next technology frontier in the evolution of IT.
Operational Excellence Series Pt. 1: Closing Cybersecurity Gaps
In Part 1 of this series, RSM’s manager of governance risk strategy discusses the intersection of M&A and cybersecurity.
Family Office Podcast Series
All five episodes of the Family Office Podcast Series are now available, featuring insights for the modern family office from RSM experts.
Family Office Series Pt. 5: Succession Planning Isn’t Easy—Here’s How to Get It Right
In Part 5 of this series, RSM’s global practice leader for family office shares best practices for succession planning and wealth transfer.
Family Office Series Pt. 4: Make Your Data Work for You
In Part 4 of this series, two RSM technology experts discuss technology and how it can be used to address common challenges within family offices.
Family Office Series Pt. 3: Setting a Foundation for Good Governance
In Part 3 of this series, RSM's global family office markets leader shares best practices for family office governance and education.
Family Office Series Pt. 2: Top 5 Tax Planning Trends
In Part 2 of this series, RSM's national family office tax leaders discuss five areas that family offices should focus on in 2022 and beyond.
Family Office Series Pt. 1: Choose Your Structure Wisely
In Part 1 of a new podcast series, RSM's family office consulting leader discusses structuring and location considerations for family offices.
Lending Perspective: Year in Review & 2022 Middle Market Outlook
On the podcast, Pete Notter, a partner at Twin Brook Capital Partners, discusses deal activity in 2021 and his middle market outlook.