October 7, 2024 • 45 mins
In this episode host George F. Evans is joined by special guests Jon Waterman, Brian Lane and William Andreoni, CPA of RSM.
Takeaways from this podcast include:
- RSM's 2023 agenda,
- Challenges in the 2023 marketplace,
- 5 Megatrends: Fintech, Regulatory and Policy Changes, Governance and Risk, The Changing Workforce Dynamic, and Enterprise Agility,
- The launch of a new fund administration business,
- Discussion on the new SEC rule on service provider selection,
- The SVB fallout,
- and more!
Mark as Played
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