Shows
The WealthTech PodcastModernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP Family Office AdvisoryIn this episode of The WealthTech Podcast, host Mark Wickersham talks with Chris Dickson, National Senior Manager at RSM Family Office Enterprise Advisory. We dive deep into how family offices can evolve their data, technology, and operating models for the modern age.🎯 Chris shares a front-line perspective on:Why family offices must treat data as infrastructure, not just reportingHow to modernize legacy systems without losing institutional knowledgeWhere AI fits into the data conversation—and where it doesn’tWhy selecting the right source systems is more important than everThe critical role of d...
2025-07-1051 min
BoardVisionMaking Room For DisruptionWhen faced with disruption, companies may feel compelled to pause business plans. To the contrary, RSM tax partner Karen Galivan believes, they must continue to innovate.In this episode, Galivan speaks with NACD advisor Susan Paley about how boards and companies are handling disruption amid geopolitical uncertainty, including tariff impacts. They define what a “disruptor” is and discuss the practices and structures that can be put in place to create resilience.Host: Susan Paley, NACD advisorGuest: Karen Galivan, tax partner, RSM US LLP; boar...
2025-05-2134 min
The Food Institute PodcastTariff Time: Unraveling the New Normal in Global TradeThis Episode is Sponsored by: RSM US LLP
It’s tariff time, and companies the world over are working to better understand how their operations will be impacted. Jodi Ader from RSM US LLP joined The Food Institute Podcast to discuss which products and inputs are currently subject to tariffs, and how to best mitigate supply chain risks.
More about Jodi Ader:
Jodi Ader is an international tax senior manager with over 25 years of experience in international trade. She is well-positioned to assist corporations in planning and creating world-class compliance operations and food safety programs. She has substantial experience in im...
2025-04-0924 min
Leaders UnfilteredEp. 3: Lizzie Parnell, Extended Workforce Leader at RSM US LLP, Shaping the Global Workforce with Human Centric StrategiesIn this episode of Leaders Unfiltered, host Angela Alberty sits down with Lizzie Parnell to explore the dynamic evolution of the contingent workforce, the rise of globalization, and the importance of fostering a unified company culture. They discuss how AI is transforming workforce management, the critical role of cultural sensitivity in global operations, and why partnerships are key to navigating new markets and ensuring compliance.Lizzie shares her two decades of experience in the staffing industry, offering real-world insights into the challenges and opportunities leaders face in an increasingly globalized and AI-driven world. From redefining contingent labor...
2025-03-2643 min
Law in the FamilyEpisode 50 - Business Valuation Advice from the Valuator | Andrew KellyIn episode 50 of the Law in the Family podcast, host Aaron D. Weems speaks with Andrew Kelly from RSM about the ins and outs of business valuations, and how lawyers can maximize the value of the work product, the process, and how to collaborate with your expert.Andrew Kelly is a Director on RSM US LLP’s Financial Investigations and Dispute Advisory Services team based in Philadelphia, Pennsylvania. In his current role, Andrew serves as a financial forensics expert witness and litigation consultant with concentrations on valuation, financial analysis, and forensic accounting services. His se...
2025-03-1330 min
Digital Health Section Podcast- Royal Society of MedicineLiability & Healthcare AI. With Majid Hassan- Partner at Capsticks LLPWho will be held to account legally for harm caused by AI use in Healthcare? This episode delves into this knotty question with Majid Hassan- a solicitor and parter at Capsticks LLP specialising in Healthcare litigation.
The conversation covers:
- Key legal concepts such as negligence and and product liability
- How the litigation process would take place practically
- Why you could be more at risk from NOT using AI than using it
2025-01-0755 min
LIVE with TY The PODCAST SeriesGriffin Roach on being 2x Defender of the Year, All-American, Sweeping Awards & Shifting to FinanceGriffin talks about dominating as the two-time Patriot League Defender of the Year, starting his journey at high school and clinching history at BU, the toughest part of playing through a pandemic, winning every major award in his senior year, the favorite awards and the ones that got away, shifting from sports to finance at RSM US LLP, the most memorable moments at BU, and whether he’d choose to do it all over again.
2025-01-0322 min
Talking TaxFuel Producers Prep for Tax Credit Without IRS RulesFuel producers are trying to prepare for a tax credit regime change, even though the Treasury Department has failed to issue rules around those credits.The clean fuel production tax credit under Section 45Z takes effect next year, replacing a longstanding blenders credit. The new credit gives tax breaks to fuel according to its carbon intensity score. But the yet-to-be-released Treasury and IRS rules will explain how to calculate that score.Debbie Gordon, leader of RSM US LLP's excise and energy tax practice, told reporter Erin Schilling on this week's episode of Talking Tax podcast...
2024-12-1113 min
Identity at the Center#320 - Authenticate 204 - FIDO FeudIn this special episode of Identity at the Center, hosts Jim McDonald and Jeff Steadman kick off the inaugural FIDO Feud—a game show packed with fun and informative challenges about digital identity. Team Glitterati, led by Megan Shamas, and Team Identifriends, led by Jim, face off in a series of rounds centered around common passwords, identity trends, and future threats to IAM. Enjoy witty banter, audience interaction, and a spirited competition, all while diving deep into the world of Identity and Access Management.
Special thanks to the FIDO Alliance and RSM US LLP for making this sp...
2024-12-0222 min
Seattle Job Market MinuteSeattle's Vibrant Job Market: Opportunities Abound Across SectorsIn Seattle, the job market is vibrant and diverse, with numerous opportunities emerging over the past week. Here are some of the recent and compelling job postings across various sectors:### CybersecurityFor those interested in cybersecurity, MyTurn.Careers has compiled a list of 16 job openings in Seattle. These positions cater to both newcomers and seasoned professionals, offering a platform to connect with top cybersecurity employers. Whether you're looking to start or advance your career in cybersecurity, MyTurn.Careers provides a gateway to thriving tech careers.### HealthcareIn the healthcare sector, Fred Hutchinson Cancer Center...
2024-10-3003 min
Executive Session: The Directors & Boards PodcastEpisode 4: George Casey, Allan Grafman and Rob LymanIn this tech-centric episode of the official Directors & Boards podcast, Executive Session, Bill Hayes, editor in chief of Directors & Boards, talks to George Casey, advanced analytics practice leader of RSM US LLP, about the state of AI implementation among middle-market executives and companies. Also on the rapidly emerging topic of AI, Allan Grafman, CEO of All Media Ventures, discusses ways that boards and companies can go about accelerating their AI knowledge and adoption timelines. Our final guest, Rob Lyman, a retired brigadier general in the U.S. Air Force, and a member of the advisory boards of Second Front Systems and...
2024-10-2927 minSeattle Job Market MinuteBooming Job Market in Seattle: Exploring Diverse Opportunities Across Tech, Healthcare, and MoreIn Seattle, the job market is vibrant and diverse, with a plethora of opportunities across various sectors. Here are some of the recent job postings from the past week:### Tech and EngineeringAmazon, a major employer in Seattle, is hiring for several technical positions. These include Software Development Engineers with salaries ranging from $129,000 to $178,300, and Data Engineers with salaries up to $178,300.Additionally, Amazon is looking for Business Analysts and Business Process Engineers, offering competitive salaries of $90,438 to $113,090.### HealthcareThe healthcare sector is also bustling with new openings. Swedish Health Services and Molina Healthcare...
2024-10-2902 minTalking TaxReliving Lessons From Tax Overhaul Ahead of 2025 CliffThe GOP's 2017 tax law—the biggest change in the US tax code in three decades—left a mammoth task for the IRS and Treasury Department.It resulted in the Treasury and a severely underfunded IRS creating the blueprint for taxpayers and tax practitioners trying to follow the law, releasing over 200 pieces of formal guidance and more than 300 pieces of informal guidance.Many of these provisions are set to expire next year and face an uncertain fate as the November election approaches with control of the House and Senate in play.Dave Kautter, a part...
2024-09-1815 min
AHLA's Speaking of Health LawForm 990: What Health Care Organizations Need to KnowNicholas Kump, Senior Associate, King & Spalding LLP, speaks with Kim Baltz, Director of Tax, Bon Secours Mercy Health, and Zack Fortsch, RSM US LLP (retired), about how health care organizations can navigate the Form 990. They discuss why the Form 990 is important, logistics for completing and submitting the Form 990, key parts and schedules in the Form 990, and requirements after the Form 990 is submitted. Nicholas, Kim, and Zack helped produce AHLA's Guide to Form 990. From AHLA’s Tax and Finance Practice Group.Essential Legal Updates, Now in Audio AHLA's popular Health Law Daily email newsletter is...
2024-09-1049 min
CREW Conversations8. Navigating Post-COVID Commercial Property ManagementIn this episode of CREW Conversations, we dive into the evolving landscape of commercial property management post-COVID-19. Join Andrew Scalley from Workshop Development and Sam Maynard-Hall of COPT Defense Properties as they discuss the challenges and innovations that have reshaped the industry in the wake of the pandemic.From adapting to new health and safety protocols to leveraging technology for efficient operations, this insightful conversation covers key strategies and trends that are defining the future of commercial real estate. This episode is proudly sponsored by Kleinfelder, Schneider Electric, and RSM US LLP.
2024-08-2319 min
The CollabTalk PodcastMVPbuzzChat Episode 273 with Alicia KeenerEpisode 273 of the #MVPbuzzChat interview series. Conversation between Microsoft Regional Director and MVP Christian Buckley (@buckleyplanet), and Business Applications MVP, Alicia Keener (/IN/aliciakeener/), a Director of Technology Consulting with RSM US LLP, based in Greenville, South Carolina.
You can also find this episode on the CollabTalk blog at https://buckleyplanet.com/2024/07/mvpbuzzchat-273-with-alicia-keener/
2024-07-2224 min
In Conversation with ConvergenceThe Importance of Data at RSM ft. Louis Crasto & Alex BradfordIn this episode, George F. Evans is joined by Louis Crasto and Alex Bradford, CPA from RSM US LLP to discuss the private fund adviser rule and its impact on the fund administration industry.  Our great conversation includes:-About RSM-The Private Fund Adviser Rule and its Operational Challenges-The Importance of Data-The Outsourcing Rule and Co-Sourcing-Convergence’s ADV Analyzer & Fund Expense Practices Analyzer -SEC Examination Priorities for Advisers to Private Funds-Headwinds and Tailwinds for 2024
2024-07-0240 min
The Food Institute PodcastTakeaways From the 2024 Summer Fancy Food ShowThis Episode is Sponsored By: RSM US LLP
Tom Hamill, a food and beverage senior analyst for RSM US LLP, joined The Food Institute Podcast to recap the 2024 Summer Fancy Food Show. Hamill shares his thoughts on burgeoning trends from the show and how emerging specialty food brands can best navigate economic factors in the years to come.
More About RSM US LLP:
RSM helps food and beverage clients navigate changing market demands, rising costs, and evolving supply chain challenges with digital transformation and operational strategies. RSM US LLP is the U.S. member of RSM International, a global network...
2024-06-3020 minIdentity at the Center#282 - IDAC Sponsor Spotlight - RSM Digital IdentityOn this episode of Identity at the Center, Jim McDonald and Jeff Steadman are joined by Chad Wolcott, Managing Director at RSM US LLP, to peel back the layers of the identity industry. They delve into the complexities of identity consulting, discussing the challenges and triumphs of implementing and managing IAM solutions. From Chad's early days of designing robots to Jim's arcade escapades, the trio shares their most unusual jobs and the lessons learned from their unique experiences.
They also tackle pressing topics like the future of passwordless authentication, the role of AI and analytics in identity...
2024-05-221h 21
CDO Magazine Podcast SeriesPODCAST | If You Don't Know Your Data Security You Won’t Realize the Risks — RSM US LLP Privacy ManagerAllison Gay, Privacy Manager, RSM US LLP, speaks with Mark Johnson, Regional VP, New Era Technology US and Editorial Board Chair, CDO Magazine, about the nuances of AI governance, approaching data breaches, emerging privacy law trends, and takeaways for non-tech leaders.
2024-05-0711 min
Dimensions of DiversityPathways to Progress: Women's History in ActionHighlighting Women’s History Month in March, Buchanan hosted a thought-provoking discussion sharing the challenges and unique pathways to success from women across many industries. This discussion shares the various experiences of women in leadership roles and what steps are needed to develop more inclusive work environments for current employees and future ones.On this episode of Dimensions of Diversity host Lloyd Freeman talks with Serona Elton, Professor and Director, Music Industry Program at University of Miami Frost School of Music; Catherine Garrido, Regional Director (Americas), Global Institute of Sport; and Tansy Jefferies, Principal, International Tax Services, RS...
2024-05-0158 min
CDO Magazine Podcast SeriesPODCAST | Not Following Privacy Principles Can Lead to Losing Consumers — RSM US LLP Privacy ManagerAllison Gay, Privacy Manager, RSM US LLP, speaks with Mark Johnson, Regional VP, New Era Technology US and Editorial Board Chair, CDO Magazine, about the company, her professional background, the shifting mindset on privacy with the advent of GDPR, and staying abreast with latest compliance laws.
2024-04-1712 min
The Food Institute PodcastGenAI's Impact on the Food IndustryThis Episode is Sponsored By: RSM US LLP
Generative AI disrupted nearly every industry in 2023, but how is the artificial intelligence industry impacting food and beverage in 2024? RSM US LLP principal Christian Winzeler returned to The Food Institute Podcast to discuss GenAI's impact on marketing, business operations, and even production formulations.
More About RSM US LLP:
RSM helps food and beverage clients navigate changing market demands, rising costs, and evolving supply chain challenges with digital transformation and operational strategies. RSM US LLP is the U.S. member of RSM International, a global network of independent assurance, tax, and consulting firms...
2024-02-2725 min
Govcon GiantsMastering Compliance Risks in Government Contracting: A Conversation with Giacomo ApadulaIn our latest episode, Randie Ward had the privilege of interviewing Giacomo Apadula, an authority in government contract and grant administration. Giacomo's extensive expertise lies in cost accounting, regulatory compliance, and business process improvement/system design. Throughout the episode, Giacomo shared his wealth of knowledge, drawing on his experience serving clients in the government contracting and grantee sectors, spanning both profit and non-profit organizations. His clientele includes large defense contractors, biotechs, and not-for-profits, encompassing complex Federally Funded Research and Development Centers (FFRDCs) and international relief organizations. Giacomo specializes in guiding these entities on mitigating compliance...
2024-02-0746 min
Talk Talent To MeChief Talent Officer Ty Beasley, RSM US LLPTy shares how a non traditional background can help break barriers to creating change in talent acquisition. RSM US LLP the leading provider of assurance, tax and consulting services to the middle market. Focusing on careers and culture, Ty orchestrates an environment where individuals thrive, fostering their passions and professional growth while advocating for inclusivity at every level. His approach reflects a blend of professional prowess, a commitment to fostering a vibrant workplace culture, and a zest for life. In our conversation, we discuss Ty's career trajectory, from its origins to his present role, showcasing the distinct ways his...
2023-12-2032 min
AmplifyThe State of the Industry - Micro Interviews from AAM Summit 2023 - Amplify S3E4In this 3rd season of the Amplify podcast - powered by AAM, we’re diving deep into accounting industry trends and how firms can maximize their growth as they plan for the future. In this episode, host Mike Jones, Managing Partner of Resound - a brand consultancy - talks with 13 attendees of AAM Summit 2023 about their take on the state of the accounting industry. Each micro-interview dives into an aspect of the accounting industry - from digital marketing to upcoming trends to key challenges facing accounting firms. You don’t want to miss this special epis...
2023-10-2725 min
Commercial Construction Coffee TalkCCCT with Nick Grandy, Construction and Real Estate Analyst for RSM US LLP CCCT with Nick Grandy, Construction and Real Estate Analyst for RSM US LLP Video    CCCT sat down with Nick Grandy, Construction and Real Estate Analyst for RSM US LLP that is the leading provider of assurance, tax and consulting services to the middle market. CCCT sat down with Nick Grandy, Construction and Real Estate Analyst for RSM US LLP that is the leading provider of assurance, tax and consulting services to the middle market. With more than 16,600 partners, principals and employees across the U.S. and Canada and...
2023-08-271h 04
Front Row Dads with Jon VromanMatt Ticknor: From Dad to CPA - Building a Thriving Career and Family - FRD Member SpotlightThis will be a 7-part series where I'll be asking them about their lives as Dads and we’ll talk about what their experiences have been like so far in our amazing group of family men with businesses, not businessmen with families. I hope you'll check out these conversations with some badass members of our community each week. And don't be afraid to share these episodes with your friends and let us know your thoughts along the way! For anyone that isn't already a Front Row Dads member, you can sign up right here: Join Th...
2023-04-2830 min
On The MarketEntering a "New Era" of Higher Prices, Interest Rates, and Employment w/Joe BrusuelasUnemployment was supposed to be much higher by now. With the Federal Reserve increasing its rate hikes over 2022 and into 2023, the labor market should have cracked already. But it hasn’t, and many mainstream investors have struggled to determine why. With a higher cost of capital, businesses should be more selective with who they’re hiring and keeping, but instead, we’re seeing the labor market have much more power than they’ve had in the past. So, did we successfully dodge an employment crisis, or is a rude awakening coming our way?Joe Brusuelas, principal and chief ec...
2023-03-2030 min
ECON-versations with NABEThe Economic Impact of a Binding Debt Ceiling | March 14, 2023Today's podcast is the webinar replay of the March 14th webinar on the economic impact of a binding debt ceiling, presented by the NABE Policy Roundtable. Unthinkable as it may be, there is a very real possibility that, some time this summer or fall, the US Treasury will hit its borrowing limit. What should we expect from financial markets and the economy if Treasury spending is limited to the daily cash balance at the Fed? Mark Zandi and Joseph Brusuelas have been thinking about this possibility. Join moderator Danny Bachman in a discussion about the extraordinary possibility that the...
2023-03-1554 min
Credibly ChallengedInterview with Matt Wolf from RSM US LLP Matt Bisanz interviews Matt Wolf, a director at RSM US LLP, on how he helps RSM’s clients manage risks related to innovative technologies such as the blockchain and digital assets.
2023-03-0934 min
Insurtech Story PodcastHow blockchain can help insurers innovateGlobally, around 60% of insurance executives have either already implemented blockchain technology or intend to do so throughout their business units. The level of immutability, trust, and transparency that blockchain (distributed ledger technology) offers is unmatched. Blockchain provides an independently verifiable dataset, preventing insurers and customers from making judgements based on incorrect or missing data. Blockchain-based solutions are used in travel insurance cases to verify whether a flight was missed or cancelled by using external data sources. In light of this, insurers are free to choose how to handle refund requests. By precisely identifying the cause of a car accident—hu...
2023-02-2124 min
Becker Women's Leadership PodcastMatt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM US LLP on Trends in Private Equity 2-18-23This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he talks about trends he is watching in private equity investing, what those trends mean for hospitals & health systems, and more.
2023-02-1813 minBecker Women's Leadership PodcastRecorded Webinar: The Venture Capital Outlook For Health Care 2023This webinar will discuss the outlook for VC in Healthcare for 2023 and will focus on the following key topics:
Trends in venture capital investing last year and this year.
What areas the panelists are excited about and see the most interest in.
What areas the panelists are not interested in or see little interest in.
What is most interesting to the panelists currently.
Panelists include:
Robert Groves, Executive Vice President & Chief Medical Officer at Banner|Aetna
Dave Davies, Principal at EY-Parthenon
Trishul Kapoor, Serial Founder | Investor | Faculty at University of Michigan
Matt...
2023-02-1044 min
Sintons LLP's PodcastThe benefits of involving third party experts and professionals in your divorce – episode eightIn the eighth of our 'benefits of involving third party experts and professionals in your divorce' webinar series, Family Solicitor Sophie Croft spoke with Joanne Murnane from RSM.
2023-02-0611 min
What's Your "And"?559: Heather Winandy is a Client Engagement Manager & Explorer [podcast]Heather Winandy, Client Engagement Manager at RSM US LLP, talks about her passion for exploring, trying new hobbies, bringing your full self into the office, and more!
2023-01-1824 minBecker Women's Leadership PodcastRecorded Webinar: The Private Equity Deal Outlook for 2023This webinar, recorded on 1-12-23 discussed the outlook for the private equity deal market in 2023. More or less deals, multiples and more.
The webinar featured:
Rick Kes, Health Care Partner at RSM US LLP
Hector M. Torres, Managing Director, Healthcare Investment Banking at DC Advisory
Moderated by Scott Becker, Partner at McGuireWoods, Publisher at Beckers Healthcare, Board Member, Author
2023-01-1332 min
The Alldus Podcast - AI in ActionServiceNow Series E82: Jerry Dolak, Principal at RSM US LLPToday's guest is Jerry Dolak, Principal at RSM US LLP. Headquartered in Chicago, RSM brings an unmatched personalized focus to every interaction, meeting people where they are to help them reach their goals. They build rich, enduring relationships based on a profound understanding of their clients, colleagues and communities, as well as their goals and aspirations. They also bring diverse ideas and insights to help them reach greater heights.
Jerry is responsible for the strategic direction and management of the ServiceNow practice at RSM US LLP. He utilizes his extensive experience and expertise in ServiceNow to consult...
2022-12-2121 minBecker Women's Leadership PodcastMatt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM US LLP on Inflation and the Labor Market 12-13-22This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM US LLP. Here, he shares some thoughts on what is going on with inflation and the labor market in healthcare.
2022-12-1313 min
The Data Sleuth Podcast77. Cases Involving Criminal Defense | Chris Ekimoff & Jessica YoheThis summer while at the ACFE Global Fraud Conference several speakers and friends of the podcast got together to play an escape room. Before and after the escape room adventure, Leah found herself engrossed in stories from investigators around the US and didn’t want the conversation to end. It was these valuable conversations that inspired the format for the next 6 episodes of the podcast. For the remainder of 2022, Leah is joined by investigators to share case stories from investigations worked in a variety of areas.In this episode, Leah is joined by Chris Ek...
2022-12-1341 min
The Food Institute PodcastDigital Transformation for the Food IndustryThe food industry has been notoriously slow to adopt digital transformation, but the pandemic and inflation have pushed companies forward in this sphere across the last three years. RSM US LLP Principal Christian Winzeler joins The Food Institute Podcast to trace best practices for companies looking to engage with new technologies and how digital transformation is more of an organizational change than a one-time practice.
More About RSM US LLP:
RSM US LLP, has a robust practice supporting food and beverage brands across worldwide with a wide range of audit, tax and consulting services. The clients we serve are the...
2022-11-0727 minThe Data Sleuth Podcast74. Cases Involving Criminal Defense | Chris Ekimoff & Jessica YoheThis summer while at the ACFE Global Fraud Conference several speakers and friends of the podcast got together to play an escape room. Before and after the escape room adventure, Leah found herself engrossed in stories from investigators around the US and didn’t want the conversation to end. It was these valuable conversations that inspired the format for the next 6 episodes of the podcast. For the remainder of 2022, Leah is joined by investigators to share case stories from investigations worked in a variety of areas.In this episode, Leah is joined by Chris Ek...
2022-11-0140 min
The Insurance Coffee House with Nick HoadleyRelationships, risk and playing the long game - with Shannel Clubb, Insurance National Industry Leader, and David Mamane, Insurance Consulting Partner, RSM US LLP“Get comfortable with being uncomfortable in the insurance industry. The pace of change has accelerated to a degree that we've never experienced. Consumer expectations are changing at pace that we can't comprehend ”, says David. On the podcast, Shannel Clubb and David Mamane discuss their career trajectories, moving in to leadership roles and their biggest achievements.“I didn't have a five year plan”, says Shannel. “I just focused on the client, made sure we had excellent client delivery and built great relationships with the senior executives on those accounts.”“The one thing that's been key is taking...
2022-10-1130 min
The Bank Leader LinkPrepping Your Bank For Our Current EnvironmentGuest John Behringer, CPA, Partner, National Financial Institutions Consulting Leader, RSM US LLP shares his perspectives on current banking risks. Â Learn how a strong partner can help your bank navigate these risks and create solutions for your team.
2022-08-2928 min
C-Sweet Talks27 - They Can Be A Firm Partner AND A Mom with Leslie StackpoleToday's C-Sweet Talks episode features Leslie Stackpole, CPA- Los Angeles Office Leader at RSM US LLP! Ms. Stackpole, along with hosts Dianne Gubin & Beth Hilbing, discusses topics including:- DEI initiatives at RSM- Mentoring younger employees to become a firm partner- Keeping women in the accounting firm pipeline to work in senior roles- Staffing challenges in recent years- Why younger people should consider a career in accountingC-Sweet Talks is a podcast by C-Sweet featuring women entrepreneurs, executives, and innovators that takes you inside the most i...
2022-08-1123 min
Real Estate HomeRuns PodcastEp. 40 How to Take Advantage of Tax Incentives as Real Estate Investors with Mark PerlbergMark Perlberg has a passion for entrepreneurship and helping people navigate the complex world of accounting and taxes to reach their goals. He worked as a real estate agent in New York City before studying accounting in order to provide clients a greater understanding of financial decisions that impact them and their businesses.Before beginning his tax practice, he performed financial advisory services at GlassRatner Advisory and Capital Group, Risk Advisory for RSM US LLP, and Internal Auditing for Lowe’s Companies, Inc.Mark has a bachelor’s in History with a minor in Business from...
2022-06-0722 min
Tax Notes TalkThe Future of Tax Policy for Remote WorkersSend us a textTimothy Noonan of Hodgson Russ LLP discusses how some states tax remote employees and the effect of temporary pandemic tax changes. For additional coverage, read these articles in Tax Notes:Bill Seeks to Shield Teleworkers From St. Louis's Earnings TaxAnalysis: The Pandemic’s Tax Fallout ContinuesRemote Work Complicates Employer Tax Compliance, Pressures States to Revise RulesNew York Remote Work Rules Clash With COVID-19 Realities, Experts SayIn our “In the Pages” segment, Doug Borg, a manager in the Washington office of RSM US LLP, chats about his coauthored Tax No...
2022-05-0640 min
The Long-Short17. The Importance of cyber security for investment managersThis week, The Long-Short spoke to Matthew Franko, Principal, and David M. Collins, Manager, Gov Risk Strategy, Office of the CISO from RSM US LLP as well as James Delaney, Director of Asset Management and Regulation at AIMA.The conversations highlighted the considerations that an investment manager could make to prepare and respond to a cyber threat or disruption in order to continue to be an effective and reputable investment manager. Hosted on Acast. See acast.com/privacy for more information.
2022-03-0246 min
Conversations in Business with RSMAn introduction to BlockchainThilen Pillay, RSM South Africa's Digital Service Line Leader, chats to Jay Schulman, a global Blockchain expert and Leader for Blockchain and Cryptocurrency Services at RSM US LLP.
In this episode, they discuss the basics of Blockchain, as well as the various use cases for this technology, and also take a brief look at cryptocurrencies.
This podcast is the first in a series that will delve into this technology and explore the various areas of digital assets.
2022-02-2827 minRSM South AfricaAn introduction to BlockchainThilen Pillay, RSM South Africa's Digital Service Line Leader, chats to Jay Schulman, a global Blockchain expert and Leader for Blockchain and Cryptocurrency Services at RSM US LLP.
In this episode, they discuss the basics of Blockchain, as well as the various use cases for this technology, and also take a brief look at cryptocurrencies.
This podcast is the first in a series that will delve into this technology and explore the various areas of digital assets.
2022-02-2827 minRSM South AfricaAn introduction to BlockchainThilen Pillay, RSM South Africa's Digital Service Line Leader, chats to Jay Schulman, a global Blockchain expert and Leader for Blockchain and Cryptocurrency Services at RSM US LLP.
In this episode, they discuss the basics of Blockchain, as well as the various use cases for this technology, and also take a brief look at cryptocurrencies.
This podcast is the first in a series that will delve into this technology and explore the various areas of digital assets.
2022-02-2827 minConversations in Business with RSMAn introduction to BlockchainThilen Pillay, RSM South Africa's Digital Service Line Leader, chats to Jay Schulman, a global Blockchain expert and Leader for Blockchain and Cryptocurrency Services at RSM US LLP.
In this episode, they discuss the basics of Blockchain, as well as the various use cases for this technology, and also take a brief look at cryptocurrencies.
This podcast is the first in a series that will delve into this technology and explore the various areas of digital assets.
2022-02-2827 min
From the trenchesHow do BC's employment standards act changes impact your business? Also, what are BC's business leaders expecting for 2022?Guest 1: [00.00-05.35] Pearlman Lindholm was established by Edwin Pearlman and Louis Lindholm in 1954. For 65 years, their firm has consistently maintained its status as one of Victoria’s leading law practices and has steadily grown to house twenty-five lawyers. As a full-service law firm, they use our expertise to represent clients in all personal and business matters, handling cases ranging from small to large and complex.Their litigation lawyers routinely appear in the Provincial Court of British Columbia, the Supreme Court of British Columbia, and the British Columbia Court of Appeal. Clients come to us from Vancouver Island, th...
2022-02-2223 min
UnchainedYour 2021 Crypto Taxes: How to Handle NFTs, DAOs, Airdrops and MoreTwo crypto tax experts, Shehan Chandrasekera, certified public accountant and head of strategy, Tax, at Cointracker, and John Cardone, senior director of Washington National Tax at RSM US LLP, explain everything crypto traders need to understand when filing taxes for 2021. Show topics: -the five types of transactions that constitute a taxable crypto event -how NFT taxes should be reported -why the sale of collectibles (NFTs) is taxed differently than the sale of crypto property (tokens) -what type of forms you might receive from crypto exchanges and why this information is usually incomplete -why the crypto provision in...
2022-02-151h 08UnchainedYour 2021 Crypto Taxes: How to Handle NFTs, DAOs, Airdrops and MoreTwo crypto tax experts, Shehan Chandrasekera, certified public accountant and head of strategy, Tax, at Cointracker, and John Cardone, senior director of Washington National Tax at RSM US LLP, explain everything crypto traders need to understand when filing taxes for 2021. Show topics: -the five types of transactions that constitute a taxable crypto event -how NFT taxes should be reported -why the sale of collectibles (NFTs) is taxed differently than the sale of crypto property (tokens) -what type of forms you might receive from crypto exchanges and why this information is usually incomplete -why the crypto provision in...
2022-02-151h 08
Wisdom Board PULSEA Captivating Exchange with an Inspiring Entrepreneur, Tony Wood, Who Serves Two Roles at RSM USS LLP as the National Enterprise Leader for Family Office, and the National Practice Leader for Private Client Services.This episode features an inspiring conversation with Tony Wood, a leader at RSM, one of the world's largest accounting firms. RSM is a network of a great many audit, tax, and consulting firms that expand across 120 different countries. Here, Tony elaborates on how he shifted from entrepreneur to leader at such a large organization in order to help bring continuity around the globe in this industry. Even though RSM is such a global company, Tony appreciates the fact that it is more like a family of ambitious entrepreneurs that exhibit character and integrity and work together in order to make an impa...
2022-02-0326 min
Behind The Numbers With Dave BookbinderGreat Leadership Builds Great Teams and Great Companies - Bill AndreoniToday’s guest brings a deep resume of technical expertise, but he’s here today to discuss what matters most in business.
Dave Bookbinder goes Behind The Numbers with Bill Andreoni, Financial Services Industry Leader, Technical Accounting Consulting at RSM US LLP.
In this episode, Bill discusses the challenges and opportunities of building and maintaining relationships with colleagues and clients in the midst of a global pandemic. He also shares the hard lessons-learned and some great advice for anyone with goals of leading a team.
Check out more of Behind The Numbers on YouT...
2021-12-0827 min
Middle Market Growth ConversationsM&A Tax: A Value Creation Lever in the PE PlaybookThis episode is brought to you by RSM US LLP, a leading audit, tax and advisory firm focused on the middle market.
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George Douvris, a partner in RSM’s M&A tax practice and the leader of the firm’s business acquisition and sale advice practice, joins the podcast to talk about the role that M&A tax plays in creating value in a private equity deal and why it’s a growing area of focus for investors.
In the interview, Douvris explains what private equity firms should consider when structuring a deal, and the tax attributes that they tend to foc...
2021-11-0921 min
Build a Better Financial FutureGrowing Up Latina with Alejandra AlanisIn this special Hispanic Heritage Month Edition episode, Luis speaks with Alejandra Alanis (Ale). Alejandra is a Risk Consulting Manager for RSM US LLP, a public accounting firm focused on the middle market. She grew up in a small town in Eastern, Washington and later went on to attend the University of Washington where she majored in Finance and International Business. She is the proud daughter of two Mexican immigrants who are now self-employed. Her parents’ story has always inspired her, and she is passionate about empowering individuals to pursue their aspirations & excellence. Ale serves as the VP of Me...
2021-10-0647 min
Career ChroniclesEp. 17: Working as a Senior Associate at RSM US LLPSam Grossof narrates his experiences while working in Risk Advisory Services at RSM!
2021-09-1421 minTax Notes TalkTracing the Global Minimum Tax Rule’s Path for SuccessSend us a textMark Strimber of RSM US LLP provides an overview of the global minimum tax rule featured in the OECD/G-20’s two-pillar project and discusses the effect it could have on various tax regimes.Listen to the episode with Tax Notes chief correspondent Stephanie Soong Johnston here: The Beginning of the End? An Update on the OECD Tax Reform PlanFor additional coverage, read these articles in Tax Notes:U.S. Must Be Bold in Global Minimum Tax Effort, Treasury SaysYellen Touts OECD Tax Deal Amid U.S. Gl...
2021-09-1031 min
Taxgirl PodcastKeeping Up with New Tax Technology Amid the Changing Tax CodeWhile the subject of partnerships has brought Kelly many headaches, many tax professionals are drawn to them because of their notorious detail and nuance. It may come as no surprise that new tax technology innovations often find their way into the world of partnerships before other areas of the tax practice. As the complexity of business and partnerships grows, so does the challenge of tax compliance. For this reason, tax professionals are excited about the boom of technology and data tools in the field.Tax professionals are staying ahead of the ever-changing tax code by embracing innovative...
2021-09-0727 min
Workplace 2.0Workplace 2.0 Summit: Lease in a Post-Pandemic EnvironmentAt our 2nd annual Workplace 2.0 Summit, speakers from Cushman & Wakefield, Jackson Cross Partners, and RSM US LLP participated in an engaging roundtable about lease administration and lease accounting in a post-pandemic environment.
Access the full summit on-demand:
https://resources.tangoanalytics.com/workplace-2-0-summit-2021
2021-08-1857 min
Middle Market Growth ConversationsHow PE Firms Can Make the Most of Their Tax DataThis episode is brought to you by RSM US LLP, a leading accounting, tax and advisory firm dedicated to the middle market.Â
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Lauren Demas, a principal with RSM who works on the firm's tax compliance technology tool, PartnerSight, joins the podcast to talk about what private equity firms should be doing with their tax data.Â
Demas previously worked at a top-five asset management firm, where she managed all of its U.S. tax compliance filings, and she has seen firsthand how tax data is employed throughout the lifecycle of the deal.
In the interview, she offers her perspective as both a...
2021-07-1318 min
The Weekly KnockoutSunbelt Showdown: Southeast vs Southwest Deal PerspectivesJoin Kayo Founder and host, Lindsay Burton, and featured trailblazers Amanda Fallaw and Brooke Ansel, Prudential Private Capital as they share the latest insights on current investment activity across the sunbelt. Sponsored by RSM LLP RSM US LLP is the leading U.S. provider of audit, tax and consulting services focused on the middle market. The Weekly Knockout is now […]
2021-06-0400 minThe Weekly KnockoutFrom Dance to Finance: Eleena Melamed’s StoryJoin Kayo Founder and host, Lindsay Burton, and featured trailblazer Eleena Melamed as she shares how dancing prepared her for her career in finance.  Sponsored by RSM LLP RSM US LLP is the leading U.S. provider of audit, tax and consulting services focused on the middle market. The Weekly Knockout is now featured on Feedspot […]
2021-05-2700 minThe Weekly KnockoutHow to Fight Rare Disease with Innovation and HopeJoin Kayo Founder and host, Lindsay Burton, and featured trailblazer Ashley Evans, Carlyle Group, to hear the story of how the Syngap Research Fund was formed, and how Ashley and her family plan to accelerate the science to Tony and other individuals with rare disease. Sponsored by RSM LLP RSM US LLP is the leading U.S. provider […]
2021-05-1300 min
My Career StoryJames McMillan (He/Him), Co-founder and CEO of Join myNexusA Chartered Accountant with a passion for SMEs. Having worked for Louis Vuitton, RSM UK LLP, and BT Group Plc, James founded Audeo Fortis to advise start and scale-ups on overcoming barriers to growth (awarded Best SME Business Advisory Firm 2019 - CV Magazine). James’s substantial skills across the breadth of business stem from a purposeful portfolio career covering roles from accounting, corporate finance, and project & programme management, to HR and business process improvement. James co-founded Join myNexus is 2019, a new digital platform created specifically to remove bias in the investment process for early stage business so th...
2021-05-0343 minMiddle Market Growth ConversationsPritzker Private Capital's Paul Carbone on the Benefits of Flexible CapitalPaul Carbone, president and managing partner at Pritzker Private Capital, a family investment firm based in Chicago, joins the podcast to talk about his firm's investment activity over the past year, the opportunities and risks created by the pandemic, and the benefits of flexible capital.
Carbone also discusses several new initiatives from Pritzker Private Capital, including the Pritzker Private Capital Advisory Board and PPC University. Plus, he talks about the advantages for founders of partnering with family investors, how Pritzker Private Capital's committed club strategy works, and whether he expects direct investing by families to continue.
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Find more family office-related...
2021-03-3023 minMiddle Market Growth ConversationsFamily Office Dynamics: People Over ProcessThis episode is part of ACG's Family Office content series, brought to you by RSM US LLP, a leading accounting, tax and advisory firm dedicated to the middle market.Â
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In this episode, Michael Beduze, managing partner of Da Vinci Global Consulting, and Tom Stewart, chief knowledge officer at AchieveNext, discuss the family dynamics that can impact the success of a family office.
Beduze and Stewart talk about why family dynamics are frequently overlooked, why advisers should delve into so-called "soft" issues to ensure a better outcome for their family office clients, and how to address family dynamics when a business i...
2021-01-1333 min
Boxes and Lines2021 Regulatory Predictions with Chris Ekimoff and Kurt Wolfe of the PLI inSecurities PodcastinSecurities podcast co-hosts Chris Ekimoff, Financial Investigations & Disputes Southeast Region Leader at RSM US LLP, and Kurt Wolfe, Regulatory Investigations & Enforcement Attorney at Troutman Pepper, join Ronan and JR to discuss potential areas of focus for the SEC in the Biden administration, including enforcement, buybacks, ESG – and of course, who might be sitting in the big chair at the SEC (recorded November 30).
Additionally, for more information or to donate to the nonprofits mentioned on the episode, please visit the Network for Victim Recovery of DC (nvrdc.org) and La Cocina VA (lacocinava.org).
2020-12-2135 minMiddle Market Growth ConversationsEnd-of-Year Outlook with RSM Economist Kevin DepewKevin Depew, RSM US LLP's deputy chief economist and leader of the firm's national industry eminence program, returns to the podcast to discuss the state of the U.S. economy in the fourth quarter and his outlook for 2021.
Depew discusses RSM's forecast of 4% GDP growth next year and the upside risk to those projections, and whether the sentiment of middle-market business leaders aligns with optimism about broader economic performance next year.
During the conversation, Depew also weighs in on the recent jobs numbers and the potential economic impact of a declining labor participation rate. He also discusses policy-related issues that...
2020-12-1525 min
Hondo Handy’s PodcastJillian Petito, a graduate from Stephen Decatur and Mount St. Mary’s University, shares her journey.Hondo Handy’s Podcast has a conversation with Jillian Petito, an Assurance Associate with RSM US LLP, in Baltimore, Maryland. She is a proud graduate of Stephen Decatur High School and Mount St. Mary’s University, She shares her journey from playing sports and being involved in activities at the Ocean City Recreation & Parks Department, to getting the opportunity to play travel soccer and lacrosse during the summer. She discuss her high school playing day, when she was team captain for her basketball, soccer and lacrosse teams. For lacrosse, she was named the Daily Times Defensive Player of the Year, for...
2020-11-2440 min
Succeed Under StressRobert Eyler | Battling Addiction, Managing Anxiety, and Embracing Your PassionRobert Eyler is an auditing manager, entrepreneur, and yoga enthusiast. He is the Manager and Lead Health & Wellness Instructor at RSM US LLP, as well as a Yoga Instructor at CorePower Yoga and the Owner of GetFit42. Robert holds many certifications and titles, including CPA, Certified Personal Trainer, Fitness Nutrition Specialist, and Registered Yoga Teacher. He also teaches various courses on stress management and mindfulness to audiences of over 1,000 people each year. In this episode… Do stress and anxiety plague your daily life? Are you looking for healthier coping mechanisms to improve your moo...
2020-11-0440 min
CPA Conversations podcastMiddle-Market M&A Suffers Amidst the Coronavirus New NormalThe number of middle-market private equity deals took a hit in the second quarter of 2020, showing minimal improvement in July through September. The primary reason is clear: COVID-19 created an environment that has organizations skittish about investing too heavily right now. To explore the current outlook for mergers and acquisitions, we met with Anthony DeCandido, an audit partner and coleader of the CT financial services practice for RSM US LLP. To read the full transcript click here.
2020-10-2617 minMiddle Market Growth ConversationsPreparing for an Era of "Big Government"Kevin Depew, RSM's deputy chief economist and leader of the firm's national industry eminence program, returns to the podcast to discuss the state of the U.S. economic recovery, one that has revealed an underlying K-shaped economy.
Depew also explains the impact of recent policy changes from the Federal Reserve, along with the top concerns weighing on middle-market business leaders. He assesses the federal policy response to the pandemic, including how the Main Street Lending program could be improved to better support midsize businesses.
As business leaders think about the future, Depew recommends that they anticipate greater government involvement in...
2020-10-0626 min
Mitch UnfilteredHawks Fend Off Fins & College Football's Economic TurmoilRUNDOWN
Today's shows kicks off with details on half-priced Seahawks gear by Seattle Shirt Company for Patrons in October! Then, the guys volley a handful of sports stories over the weekend including The Preakness and NFL matchups across the league before delving into their observations from the 31-23 Seahawks victory in Miami. Guests include ESPN's Brady Henderson, college football guru Rick Neuheisel, and economist Joseph Brusuelas. "Other Stuff" topics range from the late Bob Gibson's legendary MLB career to Husky football predictions to SNL season debut impressions.
GUESTS
Brady Henderson |Â ESPN Seahawks insider
Rick N...
2020-10-0500 minCPA Conversations podcastFinancial Institutions: Be Wary of COVID’s Effect on Current Expected Credit LossesIn a preview of the panel discussion he will be moderating at the Sept. 22 PICPA online Financial Institutions Conference, Patrick J. Mulloy, CPA, partner, audit services, for RSM US LLP in Philadelphia, discusses the impact of coronavirus on current expected credit losses. Among the aspects he shares with us are allowances for loan loss calculation and the process for determining Paycheck Protection Program loans and grants. To read the full transcript click here.
2020-08-2416 minMiddle Market Growth ConversationsThe June Jobs Report, Pricey Stocks & Other Economic Mysteries, ExplainedThis episode is brought to you by RSM US LLP, a leading accounting, tax and advisory firm dedicated to the middle market.
Last week, the Labor Department published a jobs report that showed stronger employment numbers than expected. Yet soon after the report's release, it became clear that the unemployment rate was likely much higher than official figures suggested.
Kevin Depew, RSM's deputy chief economist and leader of the firm's national industry eminence program, returns to the podcast to give an economic update for the second quarter, including a look at the labor market and why the most recent government...
2020-06-1014 minMiddle Market Growth ConversationsThe State of Middle-Market M&A: An Update From RSMThis episode is brought to you by RSM US LLP, a leading accounting, tax and advisory firm dedicated to the middle market.
It features an extended interview with Anthony DeCandido, a partner in RSM's financial services practice, and Michael Fanelli, a transaction advisory services partner with RSM.
Originally broadcast as a video interview on ACG's GrowthTV, the interview addresses the state of M&A in the middle market, including a look at deal activity, industries where deals are happening and valuation trends.
Additional topics covered on the podcast include alternative data and where deal-makers are looking for new sources of...
2020-05-1528 min
Beyond the Balance Sheet: RSM Podcast SeriesIntroduction from our National Audit LeaderJoel Shamon National Audit Leader Joel Shamon is the National Audit Leader for RSM US LLP and is based in Boston. He is responsible for the leadership and management for the audit line of business including strategy execution, growth and profitability of the practice, oversight of the development and implementation of audit policies and procedures, audit learning and development, and the development and maintenance of audit technology tools and applications. Joel graduated from the University of Massachusetts - Amherst with a Bachelor of Science in Business Administration and Accounting emphasis.
2020-05-0303 min
The Market.Sell.Win. PodcastCareer Insights: Director of Business Development Chris AlfirevicWelcome to the Market.Sell.Win. podcast. Marketing and sales are the drivers for the success of any business endeavor, yet many people don't have the specific skill sets and processes to drive new business in the door. The purpose of this podcast is to interview seasoned professionals, who provide our listeners with information and insights that help them develop or refine their marketing and sales processes. In part one of our four-part interview we talk to Chris Alfirevic, a business development director with more than 30 years of sales, marketing, and public relations experience. For the last 20 ye...
2020-04-2223 minMiddle Market Growth ConversationsThe Middle Market Economy in Crisis: What Happens Next?Today's episode is brought to you by RSM US LLP, a provider of audit, tax and consulting services focused on the middle market. It features Kevin Depew, RSM's deputy chief economist and leader of the firm's national industry eminence program.
Depew provides an overview of the monetary and fiscal policy response to the coronavirus outbreak, and how it compares to the stimulus package implemented during the financial crisis over a decade ago. He also describes the unique challenges facing midsize businesses and the programs that could help them stay afloat.
Ahead of Thursday's jobs report, Depew offers a preview of...
2020-03-2522 min
Middle Market Growth Conversations"The Tariffs Are Just a Sideshow": A Year-End Look at the U.S. EconomyKevin Depew, deputy chief economist and industry eminence program leader for RSM US LLP, spoke with Middle Market Growth about recent trade developments and the underlying issues impacting U.S. economic growth.
The U.S. recently agreed to a "phase one" trade deal with China and signed the USMCA with Canada and Mexico to replace the North American Free Trade Agreement. Depew explained what those deals mean for the U.S. economy and midsize businesses in the year ahead.
He also addressed challenges beyond trade, including the tight labor market and the reluctance of U.S. businesses to make much-needed...
2019-12-2330 min
RSM US InsightsDawn Zier Tivity HealthIn this episode of “The Middle Market Transformative CEO,” Dawn Zier, former CEO of Nutrisystem and current president & COO of Tivity Health, shares the significance of digital expansion, the importance of working with brand ambassadors, and determining the most effective advertising avenues.
Listen as Zier, along with co-hosts Joe Brusuelas and Robert Reiss, discusses the recent merger of Nutrisystem, Inc. and Tivity Health, how the acquisition aligns with the future of health and wellness, how she implemented and led a turnaround strategy for Nutrisystem, and the importance of embracing cutting-edge technologies to better serve customers.
2019-05-2819 min
RSM US InsightsChris McCann 1-800-FLOWERSIn this episode of “The Middle Market Transformative CEO,” Chris McCann, president and CEO of 1-800-FLOWERS.COM, Inc., shares how the company is adjusting to the digital economy and how it embraces new technologies, the importance of fostering a culture of innovation and attracting the right talent, and how the company approaches customer service.
McCann, along with co-hosts Joe Brusuelas and Robert Reiss, discusses how 1-800-FLOWERS.COM, Inc. is shifting the way it interacts with customers through a multitude of cutting-edge technologies, how the digital revolution is affecting middle market businesses and how the company’s culture of innova...
2019-04-3020 min
RSM US InsightsChris Miglino, SRAXIn this episode of “The Middle Market Transformative CEO,” Chris Miglino, CEO and Founder of Social Reality, Inc. (NASDAQ: SRAX), a digital marketing and consumer data management technology company, discusses what data ownership will look like in the future, why it’s imperative that middle market companies embrace big data and artificial intelligence, and the future of privacy and related legislation in regard to consumer data.
Listen as co-hosts Joe Brusuelas and Robert Reiss speak with Miglino about the company’s business model, and how it aggregates and sells data, how the firm is changing the dynamic between companies and customer...
2019-04-0220 min