Webinar Details
Course Description

In this webinar, Brian Sowell, leading NetSuite expert & CPA, and Alec Epstein, Founder and CEO of Bryant Park Consulting, will help finance and accounting teams understand how to implement practical strategies surrounding FP&A processes to drive growth and greater visibility.

As EPM solutions and technology become more affordable and available to the mid-market, executives' expectations for capabilities and visibility into planning at SMBs are growing rapidly. An increasing number of controllers and accounting personnel at SMBs are grappling with performing the role of traditional finance departments, including preparation of forecasts, plans, budgets, and what-if analyses. 

This can be an intimidating endeavor if they are not professionally trained in financial planning, while needing to continue on fulfilling regular accounting responsibilities. The purpose of this presentation is to help SMB finance and accounting teams understand how to get practical solutions and processes in place to drive successful outcomes for their businesses. 

Learning Objectives
  • Understand the prerequisite activities to get started with FP&A
  • Identify the first steps towards building a financial plan and process
  • Learn how to enable the organization on FP&A processes
  • Discover the benefits of modern FP&A software in driving growth
  • None
Who Should Attend

Controllers, CPAs, and finance leaders who work with financial planning and analysis. 

Advanced Preparation


Presenter Details
  • Brian Sowell
    • Presenter, Senior Consultant at Bryant Park Consulting

    Brian Sowell (CPA) has over 20 years of experience in Business Intelligence, EPM, and Planning systems in Senior Technical, Functional, and Consultant roles.  For the last 4 years, he has focused on delivering NetSuite’s Planning and Budgeting solution across many industries including Manufacturing, Banking, Oil and Gas, Retail, Healthcare, Services and Software industries. Prior to focusing on NSPB, Brian implemented several other financial planning and analysis systems. Brian has a BBA in Accounting and has experience in a wide range of industries from his time in Big 4 accounting.

  • Alec Epstein
    • Presenter, CEO at Bryant Park Consulting

    Alec is the founder and Managing Partner of Bryant Park Consulting. He is an experienced professional services leader with hands-on experience guiding large and midmarket organizations through multi-faceted systems and business process transformation efforts. Prior to founding BPC, he led the unprecedented growth and success of another boutique technology consultancy, and prior to that was a lead ERP consultant in Oracle NetSuite’s professional services organization. Outside consulting, Alec leads projects in early childhood education, social entrepreneurship, real estate, and venture capital. He loves cold brew coffee and Texas-style barbeque, and spends his weekends bicycling around his beach town and kayaking Florida’s beautiful water... Read more

  • Hayley Null
    • Manager, Alliance and SDN Marketing

    Hayley Null is Manager, Alliance and SDN Marketing at NetSuite where she leads demand generation efforts for NetSuite’s Alliance Partners and SuiteCloud Developer Network (SDN) Partners to create impactful joint content and campaigns for NetSuite and its partners. Prior to this role, Hayley served as the Industry Marketing Lead for Food & Beverage and Manufacturing at NetSuite and a Business Development Consultant at Oracle. She has a Bachelor of Business Administration from the University of Michigan and is based in Chicago, Illinois.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    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
Thursday, March 30, 2023

1:00 PM EDT (see additional timezones)

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    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.

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