Philadelphia RSM Technology Summit

Tuesday, April 23, 2019
9 a.m.–3 p.m. EDT

Engage with RSM at our Philadelphia Technology Summit and learn about the latest technologies to help advance your business objectives through one of our two tracks. You will not want to miss this unique opportunity to attend educational sessions and network with peers and your local RSM team.

The Microsoft Dynamics GP track will focus on how to receive the greatest benefits from your existing Dynamics GP solution, as well as help you plan for the future. It will also highlight the latest features and functionality within Dynamics GP. The CRM track will provide insights on the latest trends in customer relationship management technology. The track will include exploring how to enhance your decision process with Dynamics 365 and artificial intelligence (AI), hearing about the new features of Dynamics 365 and learning how to connect your data through the use of PowerApps.


Microsoft Dynamics GP track CRM track
9–9:30 a.m. Registration, networking and breakfast
9:30–9:45 a.m. Welcome—Opening session:
"What's New" RSM the leading provider to the middle market
9:45–11 a.m. Dynamics GP the road ahead, lose the spreadsheet: Modules you may not be using… but should What's new with Dynamics 365 Customer Engagement (CRM) and the April release
11–11:10 a.m. Morning break
11:10–Noon Dynamics GP AP automation PowerApps and Microsoft Flow, unleash the PowerSuite
Noon–1 p.m. Lunch
1–1:50 p.m. Enhanced reporting for Dynamics GP Enhancing your decision process with Dynamics 365 Customer Engagement (CRM) and artificial intelligence
1:50–2 p.m. Afternoon break
2–2:50 p.m. Utilizing Dynamics GP to speed up your month end PowerBI is your power play for analytics with Dynamics 365
2:50–3 p.m. Closing and drawing

Convene Cira Centre
2929 Arch St.
Mezzanine Level
Philadelphia, PA 19104

Who should attend?
Microsoft Dynamics and infrastructure users, including chief financial officers, business managers, business and financial analysts, information technology (IT) managers, IT business managers and analysts, CEOs, presidents, owners and marketing executives, CRM administrators, CRM Power Users, sales directors and customer service directors

Learning objectives
Attendees will discover the latest technologies for Microsoft Dynamics GP and network with industry peers and local RSM teams. After attending, participants will recognize how to optimize their existing Microsoft Dynamics solution. The CRM track will focus on the latest trends in technology.

By the end of this event, you will be able to:

  • Pinpoint security risks and understand how to protect your data
  • Identify methods to save time during month end processes – GP toolbox
  • Discern the most effective ways to utilize your software by reducing the manual processes that come with maintaining spreadsheets
  • Evaluate current AP processes and determine how to streamline certain tasks
  • Discover new GP features to increase efficiency
  • Recognize how financial close automation tools can optimize the closing cycle and add real benefits to your organization
  • Discover modules in your GP licensing, including Intercompany Processing, Revenue/Expense Deferrals and Commitment Accounting
  • Understand the new features of the April release of Dynamics 365 Customer Engagement
  • Have knowledge of the function of PowerBI used in conjunction with Dynamics
  • Recognize the value of using Artificial Intelligence when used in conjunction with Dynamics 365
  • Explore the uses for Flow with Dynamics 365
  • Get a working knowledge of PowerApps when used in conjunction with Dynamics 365

Cost: $100
You may pay either by check or via PayPal.

Pay by check option
Payable to RSM US
Send to: RSM US LLP
Attn: Sonia Burnette
3025 Windward Plaza, Suite 150
Alpharetta, GA 30005

All check payments must be received within 10 days of the event.

Pay by PayPal option
If you select this option you will be redirected to the PayPal payment site after registering.

Substitution and cancellation policy
You may substitute the name of your attendee at any time with no penalty, by contacting the event organizer. All cancellations and refund requests must be received at least five business days in advance of the event. Refunds will not be granted for cancellations received within five business days of the event.

Gold sponsors

Avalara Avid Xchange Solver

Silver sponsors

Century Business Solutions Kiwktag Panatrack Paramount Workplace

Bronze sponsor
Adaptive Insights ReQlogic

Contact Jackie Arnold at +1 215 648 3264.

CPE credit available
RSM US LLP is pleased to offer up to four CPE credits for attending this event. To qualify, you must sign in at the registration desk. 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 courses 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: Group live
Field of study: Business management and organization | CPE: Up to four credits