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From Backlog to Boardroom-Ready: Best Practices for NetSuite Financial Reporting
June 10 @ 2:00 pm – 3:00 pm EDT
Finance teams spend nearly half their time preparing reports, while manual processes and inconsistent data continue to limit strategic analysis. Yet many NetSuite reporting workflows still rely on CSV exports, static spreadsheets, and saved searches that quickly become outdated.
In this session, Brandt Kucharski, CAO @ Ethos Life, Chris Corcoran and Justine Burdo from CloudExtend will show how finance teams are modernizing reporting with live Excel connection to NetSuite. Learn how to pull real-time data into Excel using formulas, saved searches, SuiteQL, and AI-generated queries. Reducing manual imports and reporting delays. You’ll also learn:
How to identify reporting issues from processes or tools
Where manual reporting is costing your team time
How real-time NetSuite-to-Excel reporting works
**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1
Event Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an e-mail message to [email protected]
Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.
Controllers Council 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 web site: www.nasbaregistry.org
