Room Alpine 3 | 11:30 AM
OPERATIONS TRACK
5 NetSuite Workflow Improvements Every Admin Should Make This Year
NetSuite is powerful out of the box, but most instances are leaving significant efficiency gains on the table. In this session, we’ll walk through five high-impact workflow improvements that admins can implement to reduce manual work, eliminate common bottlenecks, and help their teams move faster — without a major implementation project or outside help. From approval routing to automated alerts and beyond, these are practical, proven changes that deliver results quickly.
Whether you’re managing a lean finance team or supporting a growing organization, keeping your NetSuite instance working for your team — not the other way around — is one of the highest-leverage things an admin can do. You’ll leave this session with a clear list of improvements to evaluate against your own environment, an understanding of where to start, and the confidence to make changes that your accounting and operations teams will actually notice.
Participants will be able to:
- Identify your highest-impact automation opportunities: Recognize the most common sources of manual work in NetSuite and learn how to evaluate which workflow changes will deliver the fastest results for your team.
- Configure approval workflows that actually work: Learn how to build and refine role-based approval routing to reduce back-and-forth, prevent bottlenecks, and give your accounting managers better visibility.
- Leverage saved searches and alerts as an automation layer: Use NetSuite’s built-in notification and alerting capabilities to proactively surface exceptions and keep the right people informed without manual follow-up.
Speaker
Cory Anderson is the founder and CEO of Stratos ERP Partners and co-founder of Suite Enrich AI, an AI-powered data enrichment tool built natively for NetSuite.
With over 15 years of experience spanning operations leadership and ERP consulting, Cory brings a practitioner's perspective to every engagement — he understands NetSuite not just as a technologist, but as someone who has lived inside the business processes it supports.
Cory's consulting work spans NetSuite administration, configuration, customization, and system integrations using the Celigo integrator.io platform.
Before joining Stratos, he led NetSuite Managed Services at Eide Bailly LLP and spent a decade as Vice President of Operations at Avidmax, where he developed deep expertise in eCommerce, inventory, and operational efficiency.
As co-founder of Suite Enrich AI, Cory is helping NetSuite users eliminate manual data entry by automatically enriching contact, customer, and vendor records with verified information and AI-generated insights — all without touching existing NetSuite data.
CPE INFORMATION:
CPE Credit 1.0
Instructional Delivery Method: Group Live
Field of Study: Information Technology
Knowledge Level: Intermediate
Prerequisites / Advance Preparation: Working knowledge of NetSuite navigation and standard workflows.
Refund Policy: In the event that the Netgain Accounting Summit is canceled by the organizer, all registrants will receive a full refund of their registration fees. No other refunds will be issued.
CPE Eligibility:
Participants may earn 1.0 CPE credit for this session by attending the entire breakout session and meeting attendance requirements. Because sessions run concurrently, attendees may earn credit for one track per breakout block only.
CPE credit is awarded for verified participation in this educational session only. Credit is not awarded for meals, networking, exhibit hall time, or other non‑educational activities.
Final determination of credit acceptance is subject to individual state board of accountancy approval.
For more information regarding administrative policies, or to voice any complaints or concerns, please email marketing@netgain.tech
Netgain 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
Join us for the 2nd annual Netgain Accounting Summit!
Date & Time
June 18, 2026
8:00 AM - 5:00 PM
Location
The Inverness Denver, a Hilton Golf & Spa Resort
200 Inverness Dr W
Englewood, CO 80112