Webinar Details
Course Description
Even in a well-implemented NetSuite environment, critical finance workflows like Quote-to-Cash, Procure-to-Pay, and Record-to-Report can break down—because key documents, emails, and approvals happen outside the system.
These gaps slow month-end close, complicate audits, and create compliance blind spots.
In this session, you'll learn how to evaluate your current document maturity, identify where fragmentation is costing your team time and control, and discover how finance teams are embedding document workflows directly into NetSuite to boost speed, compliance, and scalability—without needing more headcount or expensive ERP overhauls.
Learning Objectives:
- Evaluate Your Organization's Process Maturity
Gain a clear framework to identify your document management maturity stage—and understand the finance and compliance implications of staying there. - Expose Hidden Operational Friction
Uncover the document and approval gaps slowing down your Quote-to-Cash, Procure-to-Pay, and Record-to-Report cycles—even with a well-configured NetSuite setup. - Mitigate Compliance and Risk Exposure
Learn how disconnected documents and manual handoffs increase audit workloads, weaken controls, and introduce compliance blind spots. - Visualise the ROI of Embedded Document Intelligence
See how finance teams are embedding document workflows directly into NetSuite—gaining visibility, control, and measurable efficiency across departments. - Benchmark Against Top Performers
Compare your current document practices with those of high-performing finance and operations teams—and identify areas for competitive improvement.
Learning Objectives
- Please refer to the course description for the learning objectives.
Who Should Attend
CPAs, accounting/finance professionals including those in mid-market finance struggling with:
- Disconnected systems (ERP, SharePoint, email, client portals)
- Compliance and audit risks
- Manual or scattered document workflows
- Friction working with third parties or remote teams
Advanced Preparation
None
Presenter Details
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Chris Muir
- VP of Sales
Chris is VP of Sales at Workiro and a veteran sales leader with over 30 years of experience across high-tech industries, with a particular focus on understanding and solving the endemic problems like document management, digital collaboration and software integration. He has extensive knowledge of enterprise software, particularly NetSuite, having served as Sales Director in the firm, delivering cloud ERP transformation programs for diverse clients. As author of A Winning Strategy: Account Planning for the New Business World, Chris brings both hands-on sales leadership and industry expertise to help organisations with process automation, document governance, and how to align technology strategy with business outcomes.
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Saf Ahmed
- Senior Software Sales Consultant
Saf Ahmed is a Senior Software Sales Consultant at Workiro with over 20 years of experience in SaaS sales. He’s worked across ERP, EHSQ, and customer experience software, helping teams solve practical problems with the right technology. Saf takes a down-to-earth, consultative approach and has a knack for understanding how different parts of a business work together. He’s held roles at companies like Oracle, Cority, and Critizr, and is someone people turn to when they need clear, honest advice about making software work in the real world.
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.
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- 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
How to Close Faster and Reduce Audit Risk: Fixing Financial Document Gaps in NetSuite
Sponsored by Workiro
- Aug 19, 2025
- 2:00 PM EDT
- Credits: 1.00
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