Professional Services+ Collaborative

Help us congratulate our client Schlenner Wenner & Co.’s managing partner, Patrick Plamann, on receiving the MNCPA Outstanding Contributor Award this October. Congratulations, Pat, on this well-deserved recognition! We love seeing our PS+ community thrive. read more:https://ow.ly/mXsH50U8eaJ

Congratulations to the 20 graduates of the PS+ Breakthrough Leaders Institute program's virtual cohort! After six months of dedication and hard work, each of you delivered exceptional final presentations. Special recognition goes to the following individuals, who were voted as having the best presentations in their breakout sessions: • Kelsi Topits, CPA – Geffen Mesher • Daniel Yoo, CFP®, CEPA®, CMAA® – PBMares, LLP A special thank you to Ryan Stobaugh, Drea Cobham, Erica Costanzo, and Mary Theo for your hard work and commitment to making these programs a success! Ready to take your leadership skills to the next level? Nominations for the 2025-2026 PS+ leadership programs are now open. Visit the portal to learn more: https://ow.ly/sAIS50U7gSb

Congratulations to the newest PS+ BLI graduates who just completed their final session in Tempe, AZ! They gave stellar presentations and brought their A-game to the final team challenge. Special recognition to the graduates voted best presentation in their breakout sessions: -Cate Horvath, CPA – Geffen Mesher -Laura Boden – Harding, Shymanski & Company, P.S.C. -Michael Fulbright, CPA – Beaird Harris -Christian Cavanaugh – Larson Gross CPAs & Consultants Special thanks to Ryan Stobaugh, Drea Cobham, Erica Costanzo, and Mary Theo for all your work put into these programs! We’re excited to see the virtual class finish strong next week. If you’re ready to level up your leadership skills, nominations for the 2025-2026 PS+ leadership programs are now open. Visit the portal to learn more: https://ow.ly/Y4zh50U2wNt

Looking back at September, we had a fantastic time at our Canada Peer Group meetings in Toronto! Engaging conversations and a memorable night out at a Toronto Blue Jays baseball game with our clients! ⚾🍁

What a fantastic final day at the 2024 PS+ Advisors Conference!   Thank you to the 1,000+ attendees who brought our theme, Endless Improvement, Unstoppable Growth, to life. We hope you’re leaving with fresh insights on building trust, navigating AI, and exploring market trends. Special thanks to session speakers Pat Nunley and our panelists—Stephanie Weiner-Giammarco, Jonathan Mangels, and Nicholas Watkins, CPA, MBA—for their valuable contributions to building relationships and Erica Costanzo for serving as our conference MC.   While this marks the end of the Advisors Conference, it’s just the beginning of more exciting programs to come. We can’t wait to continue growing with you! #rsmadvisorsconference #endlessimprovement #unstoppablegrowth

Day 2 of the Professional Services+ Advisors Conference is a wrap! Thank you to our speakers Anthony Catalano and Bill Kracunas for their insightful sessions on market trends and AI, and Erica Costanzo for being an incredible MC! Don’t miss our final day! Join 1,000+ registrants for tomorrow’s sessions, including a three-person panel sharing stories about building and sustaining team trust ! #2024AdvisorsConference #EndlessImprovement #UnstoppableGrowth

Big thanks to our facilitators, Laurie Goodey and Steven Kampa, for capturing these moments from our in-person tax and audit peer group meetings! The Audit Leaders Peer Group visited Niagara Falls and took a Maid of the Mist boat ride—check out the blue ponchos after the splash! 🌊🛥️ Meanwhile, our Tax Leaders Peer Groups gathered in Boston and Minneapolis, with the Minneapolis group enjoying a fun night at a Twins baseball game. ⚾ Grateful to our PS+ team and community for making these gatherings so special!

We are excited to welcome Karrikins Group to the RSM Advantage GPO! Karrikins Group allows you to experience a different kind of consulting and leadership development, geared toward activating sustained behavior change, transforming you and your team for the long term. Learn more about Karrikins programs on the portal: https://ow.ly/qsnJ50TEE3p

RSM Advantage GPO is excited to relaunch our partnership with DataSnipper following the release of their latest Extraction Suites and version 6 of their platform! DataSnipper lets you extract and reconcile data from documents, freeing up time for teams to focus on key insights and high-risk areas and deliver world-class expertise to help clients be more compliant and efficient.  To learn more about DataSnipper reach out to rsmadvantagegpo@rsmus.com

Excited to see our clients included in INSIDE Public Accounting's 2024 Top 200 firms list! #TopFirms2024 Larson Gross CPAs & Consultants, GreerWalker CPAs and Advisors, Jackson Thornton, KraftCPAs PLLC, Harding, Shymanski & Company, P.S.C., LGA, LLP, RBT CPAs, Geffen Mesher Thomas Howell Ferguson P.A. CPAs, LaPorte CPAs & Business Advisors, Heard, McElroy & Vestal, LLC CPA