Driving efficiency in financial services by outsourcing key processes

Tuesday, Aug. 15, 2017
2 p.m. EDT | 1 p.m. CDT | Noon MDT | 11 a.m. PDT
60 minutes

Hiring and retaining skilled talent has become an increasing challenge for financial services organizations. These staffing challenges can limit their ability to respond to emerging trends, client demands, regulatory requirements and security threats. Outsourcing is often an effective solution to meet regulatory demands, better manage costs and ultimately accomplish business goals.

Join RSM on Aug. 15 to learn more about how leveraging outsourced talent and technologies can strengthen core business processes and address skill gaps within key operational areas, including:

  • Information technology infrastructure
  • Security and privacy
  • Regulatory compliance and anti-money laundering (AML)
  • Internal audit
  • Internal investigations

Presenters and topics include:

  • Outsourcing overview and FIT as a Service – Aaron Donaldson, RSM principal
  • Internal audit, regulatory compliance, AML and security and privacy – George Simms, RSM partner
  • Internal investigations – Victor Padilla, RSM director

Who should attend?
Business owners, CEOs, chief financial officers, and finance and technology leaders in the financial institutions and financial services industries

Learning objectives
Upon completion of the training, attendees will be able to:

  • Identify solutions to issues resulting from today’s tight labor market through the outsourcing of core business processes
  • Discuss options available to outsource information technology management, security monitoring and regulatory compliance needs in order to enable staff to focus on their core business
  • Identify ways to cost-effectively achieve strategic internal audit goals, despite the lack of available talent in the workforce
  • Explain the benefits a third party could bring, including objectivity and in-depth investigative experience


Email us or call +1 800 274 3978.

CPE credit available
RSM US LLP is pleased to offer one CPE credit for attending this webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Virtual group live
Field of study: Finance | CPE: One credit