Webinar Details
Course Description
Audit season doesn’t have to mean late nights, manual prep, and chasing missing files.
In this session, you’ll hear from a Group Financial Controller who’s transformed his finance ops by embedding document management directly into NetSuite—cutting admin by 3+ hours per week. Alongside a finance consultant who’s seen hundreds of NetSuite setups, we’ll explore what “good” looks like, what most teams are missing, and how to assess where you stand.
You’ll leave with a clear path to reduce compliance risk, save time, and build the right operational foundations to scale—plus a tool to calculate how much you could save.
Learning Objectives
- Pinpoint where time is lost in audit prep and compliance tasks inside NetSuite.
- Discover what “good” looks like with best-practice workflows from finance leaders and consultants.
- Assess your current financial processes against best practice to uncover gaps and quick wins.
- Leave with a practical framework and tool to improve document workflows and estimate your time and cost savings.
Prerequisites
- None
Who Should Attend
CPAs, accounting/finance professionals who work with NetSuite
Advanced Preparation
None
Presenter Details
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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.
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Kasey Lewis
- Senior Business Consulting Manager - GVO
Kasey Lewis is part of GVO's BOOST Team, helping clients get the most from their NetSuite investment through expert support, process improvements, and best-practice solutions. Known for her collaborative approach and attention to detail, she works to ensure every engagement drives measurable results.
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Adam Cheevely
- Group Financial Controller - GetBusy
Adam Cleevely (BSc (Hons), ACA) is the GetBusy Group Financial Controller with over seven years of experience leading finance departments across SaaS, Energy, HR Consulting, and Recruitment sectors. With a proven track record of driving finance transformation, operational efficiency and sustainable growth, Adam brings deep insight into how modern finance teams can streamline AP/AR processes, improve visibility, and embed better collaboration across teams.
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
Save 3+ Hours a Week on Document Prep & Compliance: Stay Audit-Ready in NetSuite
Sponsored by Workiro and goVirtualOffice
- Sep 17, 2025
- 2:00 PM EDT
- Credits: 1.00
FREE
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