Webinar Details
Course Description
In the investor-backed landscape, return on investment is not merely about growth—it’s about precision and control. Every organization presents its own level of complexity, and nowhere is this more evident than within a diversified portfolio of investor-backed companies.
We enable portfolio companies to unlock value by streamlining operations through the deployment of modern ERP systems and robust financial reporting frameworks. By leveraging Enterprise Performance Management (EPM) tools, we drive operational efficiency, enhance financial visibility, and support smarter capital allocation—ultimately accelerating value creation throughout the investment lifecycle.
This presentation will focus on the unique needs of investor-backed companies, and how the right technology solution can automate both the consolidated and detailed reports required for managing such investments.
- Understand the financial reporting demands of investor-backed companies
- Explore ERP operational efficiency strategies
- Recognize how to improve cash visibility and forecasting capabilities
- Identify how to streamline financial planning and budgeting processes
- Discover how to implement robust account reconciliation and close management
- Recognize how to integrate ERP and EPM systems to support scalable, data-driven growth
Learning Objectives
- Please refer to the course description for the learning objectives.
Prerequisites
- None
Who Should Attend
C-level leadership, management, department heads & analysts
Advanced Preparation
None
Presenter Details
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Tyler Stone
- NetSuite Sales & GTM, Accenture
Tyler Stone has 11-years of NetSuite experience ranging from mid-sized, to enterprise level organizations, with a heavy focus in supply chain driven ERP engagements.
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Erik Cornelius
- Technology Consulting Manager, Accenture
Erik is a Technology Consulting Manager at Accenture with 15+ years of NetSuite experience, from customer to administrator to implementer. Erik specializes in solution architecture and cross-system business intelligence.
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Sri Kanagaratnaraja
- Finance Technology Consultant, Accenture
Sri is an experienced Finance Technology Consultant with over 15 years of expertise leading global digital transformation initiatives. He has successfully delivered numerous ERP implementations and rollouts, particularly within the private equity sector, across multiple regions and platforms, including NetSuite. Sri is a CPA, CGA (Canada) and a CIMA (UK) pass finalist, bringing a strong blend of financial acumen and technology-driven execution to enterprise-scale projects
NASBA Sponsor
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Encoursa 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 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: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Maximizing Returns: Driving Value Through Operational Efficiency and Advanced Financial Reporting
Sponsored by NetSuite and Accenture
- Aug 13, 2025
- 12:00 PM EDT
- Credits: 1.00
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