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

By - June 15, 2022

Here comes RSM!  Your first-choice advisors – we play to win.

Meet the RSM Team:

The RSM lineup is an amazing combination of both skill players and power hitters. Our management has assembled the strongest roster of talent servicing the association and nonprofit industry. We have not worked on our batting order just yet, no need to, however you bring this team to the plate and in whatever order they are going to be productive. The lineup includes:

  1. Our Audit | Tax | Attestation Services – Mid Market focused, serial all stars
  2. Managed Technology Services – Reliable, Predictable ROI
  3. Managed and Outsource Finance and Accounting – the ultimate Pinch Hitters
  4. Dynamics 365 – working closely with Microsoft Tech for Social Impact and including the MemberCast Dynamics Accelerator for Associations – Clean up hitters!
  5. Batting 5th – Association Management and Nonprofit Solutions – Leveraging the Salesforce Nonprofit Cloud and working closely with the leading Nimble AMS and Salesforce Nonprofit Cloud – Nicknamed NPSP
  6. iMIS EMS – the leading “all in one” solution from ASI – iMIS can play any position
  7. NetSuite and Advanced AMS – Power Hitters
  8. Management Consulting | Digital Transformation | Change Management – The ultimate Change Agents!
  9. And our 9th batter – RSM Defense – Data Security, Network Security and Managed Intrusion Services

We are ready to play, we are ready to go long, we’ve got an amazing winning record of growth, sustainability and performing over the long haul. Kudos to our ownership and our managers for having a vision and committing to that vision. Only RSM truly delivers “First-Choice” Advisor services and maintains a diversified combination of products and services. It’s like a perfectly executed Triple Play!

Building winning teams takes years of commitment, a common vision and players that are executing to their highest abilities. Thank you RSM for making that commitment and providing us the opportunity to play in our field of dreams!

After more than 21 years of running a highly specialized association management software and technology consulting company, Lee is now focused on managing and growing a consulting practice at RSM US, a leading audit, tax, and management consulting firm providing professional services to industry-leading nonprofits and associations. Lee has spent his entire career focused on implementing and supporting sophisticated, vertical market application software. Lee began serving the non-profit market in 1994 and has since worked with over 250 non-profit organizations. Lee is focused exclusively on the tax-exempt sector, leading a diverse professional services team implementing several widely used nonprofit and AMS platforms, including ASI's iMIS Engagement Management System, the Salesforce-based Nimbleuser AMS, and also providing services for Salesforce Nonprofit Cloud. Lee is a longtime member of NYSAE and ASAE and, has served on many non-profit industry committees advisory councils, and has participated in many industry events as both a speaker and coordinator of educational programs. Some of Lees specialties include non-profit database applications, membership management, donor management, full event life cycle applications, website management, hosting, association management software, program promotion and marketing, executive training, community and cultural center software, resource scheduling, conference scheduling and logistics. Lee is a former board member of The Guide Dog Foundation and America’s Vet Dogs. One of Lee’s proudest achievements was his involvement in the initial formation of NiUG, the International iMIS User Group. Lee has been very active in the iMIS community and C Systems was for many years regarded as the largest Authorized iMIS Solution Partner (AiSP). C Systems is a multi-year winner of ASI’s AiSP of the Year award, an achievement that is the result of the work of a large number of dedicated and talented C Systems’ staff. While at C Systems Lee also partnered with Aventri, an industry leading SaaS based event and conference management platform and delivered the platform to a global client base in the US, Canada, the UK, and Australia.

Receive Posts by Email

Subscribe and receive notifications of new posts by email.