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Room Alpine 1&2 | 11:30 AM

ACCOUNTING TRACK

Score your close:

Assess, Prioritize, and Plan Your Path Out of Spreadsheet Dependence

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Most finance teams using NetSuite know they should be doing less in spreadsheets. The harder question is where to start, what to prioritize, and how to move processes into the system without disrupting a close cycle that already feels tight.

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This session gives attendees a structured, repeatable framework for identifying which close processes are still living outside NetSuite, assessing the risk each one introduces, and building a phased migration plan that does not require a major systems project to get started.

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Sean will walk through five common close areas where spreadsheet reliance creates the most risk:

  • Prepaid Amortization
  • Fixed Assets
  • Cash Reconciliation
  • Loan Amortization
  • Transaction Uploads

Sean will also share specific patterns they have seen work across mid-marketand enterprise NetSuite environments. For each area, attendees will learn what the spreadsheet-dependent process typically looks like, where it breaks down, and what the in-system alternative actually involves day to day.

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Attendees will leave with a completed self-assessment scorecard they can take back to their team, plus a clear framework for prioritizing which processes to move first based on risk, effort, and close-cycle impact.

Speaker

At RSM US LLP, my leadership within the NetSuite Practice Consulting division has been pivotal in architecting enterprise-wide solutions for our clients. With a hands-on approach, my team and I excel in engineering key accounting extensions, enhancing product functionality, and simplifying complex challenges that businesses face. Our mission is to ensure the delivery of high-quality systems that drive efficiency and meet our clients' diverse needs.

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My role extends beyond technical expertise, as a board member for organizations like BOSTON NETSUITE USER GROUP INC, I contribute to shaping the future of digital transformation.

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Leveraging certifications in NetSuite and a profound understanding of manufacturing process improvement, I'm committed to guiding enterprises through the intricacies of CRM and account management, always aiming to foster growth and innovation.

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