Location: RSM Offices - close to the Fort Lauderdale Brightline stop
201 E Las Olas Blvd. Suite 2500, Fort Lauderdale
Sponsored by RSM

Building a Culture of Growth & Innovation 
(real life stories of change and transformation)

1 Hour CAE

Panel Discussion Moderator: Lee Hornstein
Panelists: Craig Dellorso, CAE; Ron Wille

Join your local South FL association and nonprofit peers as we discuss the issues of transformation and growth by discussing several organizations' journeys leveraging existing and new technologies. We will also discuss the impact of AI, advanced analytics, data integration, automation, and integrated marketing applications for small, medium and large sized nonprofits. The session will include a panel discussion with several senior members of RSM’s Nonprofit Relationship Management (NRM) team, a consulting team that is focused on delivering digital transformation services to leading nonprofits and associations in the US and Canada.

Engage in an interactive business discussion on reinvention and reimagining the benefits of engaging with your organization. From simple mergers to discussions of creating new initiatives leveraging resources that are already in place, be it people, technology, services and more. Hear about:

1. How the Guide Dog Foundation created America’s VetDogs and leveraged their existing systems, websites, IT infrastructure and training facilities
2. Learn about Lyrasis, the leader in technology support for libraries, archives, museums and research organizations. Lyrasis turned to RSM to modernize its core systems, CRM and Financial Management
3. Here about United Way Cincinnati’s project to quickly organize the launch of an independently maintained database separate from the national organization
4. The American Bankers Association chose RSM and Salesforce with Nimble AMS for this complex project to replace its 20 year legacy association management software
5. The large-scale deployment and consolidation of a Salesforce Nonprofit Cloud platform to support 17 catholic social services agencies across Canada

RSM’s NRM team delivers an extensive set of services in support of several widely used AMS platforms in the association and nonprofit markets including iMIS, Microsoft Dynamics, and Salesforce. We are a large and diversified professional services firm providing Audit, Tax and a broad range of consulting services including outsourcing, CFO advisory, risk management and digital transformation. 

Meeting Parking: Parking will be validated at ONE PARKING, 200 E Las Olas Blvd., across the street from the office, in the roundabout across from Hyatt Centric. Please do not park at the main building.

The Fort Lauderdale Brightline stop is .6 miles from the event location

Registration Fees: $35 FSAE Member and $45 for Future Members

Register Now

 Questions? Call or Text: (850) 222-7994 or email [email protected] 

The South FL Roundtables are open to all FSAE Members. The Mission of the FSAE Roundtable Series is to provide education and information regarding current association topics to our members that live in South Florida.

For more information please contact Julia Rooney at [email protected].