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NetSuite 2024.2 Release: Hot Topics for Nonprofits
NetSuite 2024.2 Release: Hot Topics for Nonprofits

- August 12, 2024

The latest NetSuite 2024.2 release has arrived, bringing a host of new features and enhancements tailored to meet the unique...

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RSM Celebrates Outstanding Team Members with Microsoft Most Valuable Professional Awards

- July 11, 2024

                  RSM proudly announces the recognition of its exceptional team members through...

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New for Nonprofits – Automating Net Asset Release
New for Nonprofits – Automating Net Asset Release

- April 26, 2024

As a financial management platform suited to the unique needs of nonprofits, Sage Intacct has evolved from good to better....

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How well are companies navigating workforce balance?
How well are companies navigating workforce balance?

- April 2, 2024

HCM solution provider Dayforce surveyed 8,700+ global workers to find out  It is up to employers to discern whether the...

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Upcoming Nonprofit’s Events
Upcoming Nonprofit’s Events

- March 13, 2024

Upcoming Event: Explore the future of your board: Digital transformation and risk Join Directors & Boards’ executive publisher David Shaw...

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NetSuite Creating Custom Sublists and Common Sublists for Non Profit Clients
NetSuite Creating Custom Sublists and Common Sublists for Non Profit Clients

- February 29, 2024

Introduction One of the benefits of NetSuite’s unified data structure is the interconnectivity of data. NetSuite sublists can be utilized...

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NetSuite 2024.1 New Release – NetSuite Pay SuiteApp (version 1.0.0)
NetSuite 2024.1 New Release – NetSuite Pay SuiteApp (version 1.0.0)

- February 28, 2024

The latest NetSuite 2024.1 Release introduces upgrades aimed at empowering organizations to optimize their data management, bolster software security, and...

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Automated Cash Application
Automated Cash Application

- February 16, 2024

Month-end close is a stressful time for many of our clients, and simplifying that process is one of the many...

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NetSuite 2023.2 Quality Management SuiteApp Enhancements
NetSuite 2023.2 Quality Management SuiteApp Enhancements

- February 15, 2024

This blog is co-authored by Nikita Kumari and Brittany Quinlan. Effective quality management helps organizations meet regulatory and internal quality...

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Change on the Horizon: WORK Transactions Deprecated in D365 Finance & Supply Chain
Change on the Horizon: WORK Transactions Deprecated in D365 Finance & Supply Chain

- February 1, 2024

We want to ensure you know of an upcoming change to how inventory transactions associated with WORK/inventory movements within an...

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Unlocking Opportunities: RSM at the Nonprofit Innovation Hub
Unlocking Opportunities: RSM at the Nonprofit Innovation Hub

- January 16, 2024

Embark on a journey into innovation with RSM! We’re thrilled to sponsor the National Mentoring Summit, an exclusive gathering where...

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Microsoft Nonprofit Global Summit
Microsoft Nonprofit Global Summit

- December 20, 2023

Welcome to the heart of innovation! RSM is excited to participate in the Global Nonprofit Leaders Summit, an exclusive event...

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Is it time to migrate from your legacy ERP?
Is it time to migrate from your legacy ERP?

- December 7, 2023

Is it time to Migrate from your Legacy ERP? Signs to Migrate from an Old System include: Unsupported Technology The...

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RSM’s Nonprofit Relationship Management Practices – Activity Update
RSM’s Nonprofit Relationship Management Practices – Activity Update

- October 23, 2023

Giving back.  RSM’s Support of our nonprofit and association industry clients. 2023 has been a hectic year for RSM.  Here’s...

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Tracking Nonprofit Committed vs. Encumbered Costs in Sage Intacct
Tracking Nonprofit Committed vs. Encumbered Costs in Sage Intacct

- October 16, 2023

For nonprofits to make the biggest impact, comply with all funding requirements, and maintain a positive reputation, they must carefully...

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NetSuite Revenue Recognition with Grant Billing
NetSuite Revenue Recognition with Grant Billing

- September 7, 2023

Overview Many Nonprofit organizations leverage NetSuite’s Advanced Revenue Management (ARM) and Projects modules to automate monthly revenue recognition for Grant...

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NetSuite for Non-Profits: Releasing Funds from Restriction
NetSuite for Non-Profits: Releasing Funds from Restriction

- July 21, 2023

NetSuite’s SuiteSuccess package for Non-Profits allows users to release funds from restriction once sufficient expenses have been spent towards Revenue...

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Streamline your Systems to Up your Impact: Microsoft Tools for Nonprofits
Streamline your Systems to Up your Impact: Microsoft Tools for Nonprofits

- July 7, 2023

Thank you so much for joining our sessions! Please find the videos below! May 25th, 2023: A new approach to...

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Revolutionizing Non-Profit Fundraising: Harnessing AI for Hyper-Personalized Donor Outreach Introduction
Revolutionizing Non-Profit Fundraising: Harnessing AI for Hyper-Personalized Donor Outreach Introduction

- June 28, 2023

In the non-profit world, fundraising campaigns are vital in driving positive impact. However, creating compelling and personalized donor outreach content...

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A new approach to Fundraising – Microsoft Cloud for Nonprofit
A new approach to Fundraising – Microsoft Cloud for Nonprofit

- May 1, 2023

As the world becomes more interconnected and technology continues evolving, nonprofits constantly search for new and innovative ways to raise...

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Using Data to Better Tell Your Nonprofit’s Story: A Webcast Review
Using Data to Better Tell Your Nonprofit’s Story: A Webcast Review

- April 25, 2023

DDS (Data and Digital Services) Leadership recently presented a webcast for nonprofits, Using Data to Better tell your Nonprofit’s Story....

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Salesforce Person Accounts Overview
Salesforce Person Accounts Overview

- April 20, 2023

If you’ve been following the Salesforce Nonprofit Cloud news (Nonprofit Cloud), you know one of the significant changes between Nonprofit...

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Empowering Nonprofits: How Microsoft’s Cloud Solutions and RSM’s Advisors are Driving Digital Transformation
Empowering Nonprofits: How Microsoft’s Cloud Solutions and RSM’s Advisors are Driving Digital Transformation

- April 19, 2023

The nonprofit industry has undergone a significant digital transformation in recent years, with an estimated value of over $50 billion....

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Intro to Nonprofit Cloud
Intro to Nonprofit Cloud

- April 13, 2023

If you’re a Salesforce fan or just plugged into nonprofit tech, you have likely heard rumors about Salesforce’s change to...

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NetSuite Grant Allocation with Restricted Donations
NetSuite Grant Allocation with Restricted Donations

- April 12, 2023

Non-Profit organizations can utilize NetSuite to allocate donations with purpose or time restrictions. Purpose restricted donations can be strategically associated...

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RSM’s Nonprofit Relationship Management Practice
RSM’s Nonprofit Relationship Management Practice

- April 11, 2023

Expanding and strengthening our resources for the greater good. RSM has once again aligned industry resources and expertise to bring...

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How Sage Intacct Nonprofit Upgrades Decision-Making on Day One
How Sage Intacct Nonprofit Upgrades Decision-Making on Day One

- March 29, 2023

A recent survey highlights why reporting matters more important than ever for nonprofits of all shapes and sizes. The survey...

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Member Scoring Analytics for Not-For-Profit (NFP) Organizations
Member Scoring Analytics for Not-For-Profit (NFP) Organizations

- March 29, 2023

The RSM DDS Data Analytics team recently created Power BI reports that tracks Member Scoring Analytics for Not-For-Profit (NFP) organizations....

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Microsoft Catalyst: An Overview for Non-Profits
Microsoft Catalyst: An Overview for Non-Profits

- March 13, 2023

Microsoft Catalyst is a program designed to help non-profits with technology. The program provides non-profits access to Microsoft’s latest products...

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Actionable Member and Grants Insights Day 1
Actionable Member and Grants Insights Day 1

- March 9, 2023

As a not-for-profit organization, using data as an asset functionally is imperative for understanding the business and the metrics surrounding...

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Person-Centered Systems: Part 3
Person-Centered Systems: Part 3

- January 6, 2023

So what have we learned? First, in an increasingly decentralized world, where remote work has become more prevalent, it is...

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A Microsoft Packed Toolbox for Grants Organizations
A Microsoft Packed Toolbox for Grants Organizations

- January 6, 2023

If you have been following my series, “A Microsoft Packed Toolbox for Fundraising Organizations,” found here, you may have anticipated...

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Why Not-For-Profit Organizations are choosing Business Central
Why Not-For-Profit Organizations are choosing Business Central

- November 21, 2022

Not-For-Profit organizations have faced many challenges during this Covid-19 pandemic. Near the top of that list is how they can...

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Microsoft Dynamics GP with Nonprofits
Microsoft Dynamics GP with Nonprofits

- November 8, 2022

Microsoft Dynamics GP allows your nonprofit organization to manage more than just financial statements. With integrated financial management, project accounting,...

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Nonprofit – Benefits of Human Resources Outsourcing for Nonprofits
Nonprofit – Benefits of Human Resources Outsourcing for Nonprofits

- November 2, 2022

HRO: Helping Nonprofits Focus on Mission, rather than Administration Nonprofits often have limited financial and people resources, which can exacerbate...

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A Microsoft Packed Toolbox for Fundraising Organizations
A Microsoft Packed Toolbox for Fundraising Organizations

- October 31, 2022

A Microsoft Packed Toolbox for Fundraising Organizations “A Microsoft Packed Toolbox for Fundraising Organizations” – Part 4 Microsoft Power Apps...

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Actionable Fundraising & Engagement Insights
Actionable Fundraising & Engagement Insights

- September 29, 2022

Non-profits keeping up with the increased need for analytics to address member engagement, member retention, and more… Using data effectively...

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A Microsoft Packed Toolbox for Fundraising Organizations
A Microsoft Packed Toolbox for Fundraising Organizations

- June 21, 2022

Part 3: A Microsoft Packed Toolbox for Fundraising Organizations – Power BI Previous blogs in this series Part 1: Dynamics...

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In the spirit of the Yankees and Mets, two first place teams…
In the spirit of the Yankees and Mets, two first place teams…

- June 15, 2022

Here comes RSM!  Your first-choice advisors – we play to win. Meet the RSM Team: The RSM lineup is an...

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NFP Industry Event Highlights and Takeaways
NFP Industry Event Highlights and Takeaways

- May 4, 2022

As a subject matter expert in the not-for-profit (NFP) industry, attending industry specific events is critical. It gives the RSM...

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Volunteering with Fundraising and Engagement
Volunteering with Fundraising and Engagement

- April 12, 2022

A common challenge associations face is not having one common source of truth for all their incoming data. For instance,...

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Fundraising: Seize the (Awkward) Moment with Five Simple Steps
Fundraising: Seize the (Awkward) Moment with Five Simple Steps

- April 10, 2022

Nonprofit organizations are driven to success largely by two factors: individual passion and generous donations. Interestingly, although these two vital elements...

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Adapting nonprofits missions for digital strategies
Adapting nonprofits missions for digital strategies

- March 23, 2022

Nonprofits are being forced to look closely at their missions and adapting them to their current and future digital environment....

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A Microsoft Packed Toolbox for Fundraising Organizations
A Microsoft Packed Toolbox for Fundraising Organizations

- February 25, 2022

Part 2: Dynamics Marketing In part one of this blog series an overview was provided of RSM’s engagement with a...

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Tips on How to Integrate your Event Management Solution with your D365 Accounting System
Tips on How to Integrate your Event Management Solution with your D365 Accounting System

- February 16, 2022

Not-For-Profit organizations often face challenges retaining and engaging donors in a way that provides the capital necessary to successfully execute...

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Harnessing Digital Strategies to Break Down Nonprofit Silos
Harnessing Digital Strategies to Break Down Nonprofit Silos

- February 15, 2022

Modern nonprofits understand that cross-program initiatives are key to promote fundraising efforts, rally volunteers, and reach previously untouchable donor segments....

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Leveraging Technology and the Influencer Effect for Nonprofit Advancement
Leveraging Technology and the Influencer Effect for Nonprofit Advancement

- February 2, 2022

Nonprofit organizations play a pivotal role in the development of stronger, safer communities by providing crucial services that fortify socioeconomic...

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Data and Digital Opportunities for Nonprofits
Data and Digital Opportunities for Nonprofits

- January 25, 2022

 “What question do we want to ask that we cannot answer today? And what do we want to do with...

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Data Governance for NFP: Why You Need It & How To Get Started Today
Data Governance for NFP: Why You Need It & How To Get Started Today

- January 25, 2022

When searching through the abyss of the internet for “data governance”, it can be overwhelming. The questions come pouring out:...

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Person-Centered Systems: Part 2, Multi-channel Communications
Person-Centered Systems: Part 2, Multi-channel Communications

- December 29, 2021

Last week we discussed the idea of using a Person-Centered approach to designing your CRM system, and the benefits of...

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Person-Centered Systems: Part 1
Person-Centered Systems: Part 1

- December 22, 2021

As we continue to acclimate to the new normal of decentralized work, many find themselves running into the same familiar...

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Leveraging Technology and the Influencer Effect for Nonprofit Advancement
Leveraging Technology and the Influencer Effect for Nonprofit Advancement

- December 10, 2021

Nonprofit organizations play a pivotal role in the development of stronger, safer communities by providing crucial services that fortify socioeconomic...

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A Microsoft Packed Toolbox for Fundraising Organizations
A Microsoft Packed Toolbox for Fundraising Organizations

- December 10, 2021

Part 1: Dynamics Fundraising and Engagement Microsoft dynamics is a powerful tool used across all industries. The focus of this...

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Why Nonprofits Can’t – and Shouldn’t – Do it Alone
Why Nonprofits Can’t – and Shouldn’t – Do it Alone

- October 20, 2021

There is no denying that COVID-19 had an intense impact on nonprofits and the communities they serve. The Nonprofit Leadership...

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Changing the Way We Think About Nonprofit
Changing the Way We Think About Nonprofit

- October 12, 2021

As a young professional going through training at a RSM, I was introduced to the variety of industries the company...

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Pandemic Obstacles, Technology Opportunities
Pandemic Obstacles, Technology Opportunities

- October 5, 2021

It is no news that this past year’s pandemic has challenged companies to reimagine how they go about their daily...

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Your super user is leaving, now what?
Your super user is leaving, now what?

- June 7, 2021

There is a reason organizations ask for two weeks’ notice. When a key resource decides to leave an organization, a...

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