RSMUS.comGiving back. RSM’s Support of our nonprofit and association industry clients.
2023 has been a hectic year for RSM. Here’s a look back and forth at our sponsorships, thought leadership activity, and volunteer activity at several nonprofit educational and networking groups. First, our sponsorship at the ASAE Annual in Atlanta with 10 RSM professionals in attendance. We attended AFP New Orleans and our volunteer leadership position at AFP Philadelphia. RSM is committed to providing industry best practices, insights, economic outlooks, and best-of-breed AMS, CRM, ERP, and CPM systems to forward-thinking associations and nonprofits. RSM sponsored and moderated a session on Growth and Innovation for NYSAE. We serve the community and support organizations that promote industry thought leadership, diversity, change management, and advanced technology. Finally, RSM participated in the NETHOPE Global Summit in Munich, Germany.
Here’s a briefing on what we’ve done recently and what’s upcoming in our NRM practices:
August 21 to 23 – International iMIS Users Group (NiUG) – Chicago Conference
NiUG Annual Users Conference (Chicago) – RSM professionals volunteered and delivered 3 sessions at this NiUG meeting, sharing our deep experience with the iMIS platform. John Nicoletta, Bruce Wilson, Susan Du, and Keith Perigo attended this event in our headquarters hometown in Chicago.
August 29 to 30 – Community Brands Experience
Our Nonprofit Relationship Management (NRM) team sponsored and attended this event and collaborated with our Nimble User colleagues at the Mayflower Hotel in Washington, DC. Product roadmaps and future releases gave us all a sense that we were aligned with a leading Salesforce-based AMS platform.
September 12 to 14 – Salesforce Dreamforce
RSM hosted a reception for our Salesforce clients, and our NRM team was well represented. Our team participated in a Nonprofit session hosted by Salesforce at the Salesforce World Tower in San Francisco, where key clients and RSM staff met with the Salesforce nonprofit executives. A dive into the new Salesforce Nonprofit Cloud led the conversations.
September 13 – Hosting the NYSAE Leadership Session on Growth and Innovation
Lee Hornstein moderated a panel of clients and nonprofit executives at our NYC | Time Square offices for an executive session featuring 4 excellent speakers. Special thanks to Neela Naraine from ICSC, Bob Spangler from the NJ State Bar Association, and Jeff Pacini from Legends Philanthropic for participation in the well-attended NYSAE event.
September 20 – Microsoft Innovation Summit
RSM is helping you stay ahead of the curve by sponsoring and producing this semiannual user group summit. Keynote speakers inspired a sense of innovation, and Microsoft and RSM staff provided a number of product breakout tracks.
The breakout sessions included dozens of options from Dynamics 365 (F&SC, BC, and CE), Microsoft 365, Modern Workplace, Azure, Dynamics (GP, SL), Power Platform, Data Analytics, AI, Co-pilot, and more. You’re sure to find content relevant to you and your organization.
Microsoft Innovation Summit series (rsmus.com)
September 21, The RSM US Foundation Donates $100K to the American Red Cross.
RSM US LLP (“RSM”) – the nation’s leading provider of assurance, tax, and consulting services focused on the middle market – and the RSM US Foundation recently demonstrated their commitment to supporting RSM’s people and their communities through a $100,000 donation to the American Red Cross. The funds will go toward domestic and international disaster planning and preparedness efforts.
September 27 to 28 – ASI / iMIS iNNOVATIONS, Reston, VA
Our partner ASI produced a wonderful two-day session on leveraging the power of iMIS and highlighting both Openwater and Topclass, two widely used applications in the association market.
October 17 – October 19 – NetHope Global Summit, Munich, Germany
Participating with our partner Microsoft and their Tech for Social Impact team, RSM is collaborating with international leaders in the nonprofit market.
October 19 – ASI / iMIS iNNOVATIONS, Toronto, ON
Our partner ASI has repeated a single-day session on leveraging the power of iMIS and highlighting both Openwater and Topclass, two widely used applications in the association market.
November 1st – 2nd, Nonprofit Dreamin, Chicago, IL
Meet up with RSM’s Nonprofit Relationship Management team and one of our incredible clients, Catholic Social Services of Canada, where they will highlight their Digital Transformation journey and their deployment of the Nonprofit Cloud for Social Services.
November 6 – 8th AMS FEST, Washington DC
See two of RSM’s AMS solutions, MemberCast on Microsoft Dynamics and Advanced AMS on NetSuite. These accelerators leverage these two powerful platforms, providing CRM and ERP capabilities. RSM’s team of AMS and ERP consultants will be on hand.
November 7 – November 10 – CSAE Annual – RSM is delivering a session on cybersecurity to our friends north of the border.
Meet up with Tushar Katoor, Director of Security and Privacy Risk Consulting (tushar.katoor@rsmcanada.com), and Heather Austen (heather.austen@rsmcanada.com), who are attending CSAE’s annual conference.
Salesforce World Tour, December 14, New York and Association Trailblazer Showcase
Join our Salesforce team at the New Based World Tour. In conjunction with the World Tour, RSM will participate in the Association Trailblazer Showcase, a Salesforce event highlighting the work being done in the Association market by clients and partners.
January 31 to February 1, 2024, Microsoft Nonprofit Leaders’ Summit
RSM will sponsor the inaugural Microsoft Nonprofit Leaders’ Summit in Seattle, Washington. We are anticipating 1,800 nonprofit leaders will join us from across the world for two days of briefings and networking to focus on topics ranging from Data and AI, Skilling, Fundraising, and Program Impact.
Supporting Association Women Technology Champions – AWTC
Celebrating and recognizing our technology-focused women in executive roles who are supporting and leveraging technology to achieve their organization’s missions, RSM is a significant sponsor of AWTC. RSM has sponsored all of AWTC’s events and is an organizer of AWTC’s Chicago chapter.
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Lee Hornstein
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.