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Ideas & Insights


RSM Services

Financial Services

We help organizations navigate complex reporting, governance and regulatory issues to achieve their business objectives.

Insight Article

Accounting update: A new home for operating leases

The Financial Accounting Standards Board (FASB) will begin requiring operating leases to be recorded on the balance sheet in 2019.

Insight Article

Accounting changes affecting private equity funds

Learn about key accounting changes and related valuation, back-office and SBIC issues private equity funds should consider in 2017.

  • Rotta, Matt
  • |


Impact of CECL on specialty finance companies

If adopted early, FASB’s new credit impairment model, or CECL, could have a significant effect on specialty lenders as soon as 2019.

  • Eash, Bob
  • |

Recorded Webcast

PCI compliance: The missed risks for financial institutions

PCI compliance has been an afterthought for many financial institutions, but adherence to PCI DSS guidelines protects cardholder data.

White Paper

A guide to accounting for business combinations (third edition)

A plain-English explanation of the accounting for a business combination accompanied by detailed examples, illustrations and checklists.

Insight Article

Tax Cuts and Jobs Act: Implications for financial institutions

An article with information about interagency guidance issued by banking regulators related to the Tax Cuts and Jobs Act.

Case Study

A turnkey outsourced accounting solution for a receivables portfolio

How RSM helped a joint venture receivables portfolio meet strict accounting and reporting needs through a sophisticated outsourced solution.

White Paper

The value of finance and accounting outsourcing compared to insourcing

Finance and accounting outsourcing decreases costs for transactional and strategic functions while enhancing processes and controls.

  • Cashin, James
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Recorded Webcast

Estate planning: A practical approach to risk management

Join us on Tuesday, March 28 for a webcast examining risk management strategies designed to help preserve your wealth for future generations.

  • Ratner, Charlie
  • |

Financial Institutions Insights

How financial institutions can gain efficiencies through outsourcing

Read the following article to learn how outsourcing can allow an institution to be more proactive in its thinking and planning.

  • Donaldson, Aaron
  • |

Financial Institutions Insights

Success at automated lending isn’t automatic

Learn how proper strategy and implementation can help you realize all of the benefits of online lending.

Financial Reporting Insights

Additional hedge accounting benchmark interest rate proposed

The FASB has proposed adding a fifth U.S. benchmark interest rate that would be permitted in the application of hedge accounting.

Investment Industry Insights

Net capital treatment: Deferred taxes for aspect of ASC 606 adoption

The SEC has addressed the net capital treatment of deferred taxes related to certain capitalized costs under ASC 606 and ASC 340.

Financial Reporting Insights

Proposed changes to accounting for long-duration insurance contracts

A recent FASB proposal is intended to improve financial reporting for insurance companies that issue long-duration contracts.

Financial Reporting Insights

Webinar: Practical methods smaller community banks can use for CECL

A recent webinar provides methods smaller, less complex financial institutions may use in their implementation of CECL.

White Paper

Changes to revenue recognition impacting insurance entities

A summary of how entities in the insurance industry may be affected by the new revenue recognition guidance upon its adoption.

Case Study

Insurance broker adds savings and reliability with managed IT services

Knapp Schenck Insurance increased system reliability and depth of IT resources with the comprehensive RSM managed services platform.


When should financial institutions move to the cloud?

Financial institutions must consider multiple factors to determine when they should consider moving their IT infrastructure to the cloud.

  • Steppig, Brad
  • |

Recorded Webcast

Driving efficiency in financial services by outsourcing key processes

Financial services organizations can increase efficiency by outsourcing technology, internal audit and internal investigation processes.