Dear clients, colleagues and friends,

The power of progress is a fitting title for RSM's fiscal 2024 Impact Report. We have made significant progress during the last year in our journey to become an even more compelling, digital and global organization committed to leading the middle market into the future.

To enhance our ability to be compelling to our clients and to our people, we took a bold step last year to align our audit and tax lines of business around service lines, capabilities and solution sets. While geography still plays a crucial role in how we serve our clients, this change enables us to develop deeper technical and industry expertise while scaling for the future. It benefits our people by aligning them with others who do similar work across the country and around the world—enabling them to accelerate their learning and development while providing services with quality and due professional care. And it benefits our clients by providing seamless access to the full power of all RSM has to offer.

New digital solutions continue to empower our people and our clients. Last year’s implementation of a new enterprise resource planning (ERP) system is helping us harness data and information in powerful ways while increasing efficiency for our people and our clients. AI tools are enabling our professionals in their work as we simultaneously develop solutions for our clients’ businesses. And MyRSM is serving as our new, integrated client portal that provides a single point for clients to work seamlessly together with their RSM professionals. Finally, for our clients who need even more support to become digital, we are continuing to build and refine our full suite of outsourced solutions with some exciting announcements planned in the year ahead.

On the global front, we continue to expand our abilities to serve clients wherever in the world they operate as we execute on our global 2030 strategy, which was introduced in 2023. To better reflect that strategy, we modernized our global brand with new visuals and reenergized messaging designed to reflect RSM’s purpose—to instill confidence in a world of change. Finally, we were pleased that E.J. Nedder, who most recently served as our RSM US Chief Strategy Officer, was selected as the new global CEO effective June 1, 2024.

Through it all, we have maintained a steadfast commitment to our values and the 5 C’s. Our people have honored us by once again earning placements on the Fortune Best Companies to Work For and People’s Companies that Care lists, and we were pleased to earn a bronze medal from EcoVadis for our efforts around sustainability and inclusion. We were also thrilled to raise $5.7 million to support children and families in the communities where we live and work through our annual Power of Love campaign.

I have never been more excited about RSM’s future than I am today. I invite you to read more about the power of our progress as we strive to be the first-choice advisor to our clients and build an unrivaled, inclusive culture for our people.

With gratitude,