Webinar series
NetSuite EPM webinar series
July 16, 2025
Learn more about each session
This session is for accounting and finance professionals and business leaders looking to get more out of their NetSuite enterprise resource planning (ERP) system for improved performance, scalability and efficiency.
During this webinar, you will:
- Learn what Enterprise Performance Management (EPM) is and how it can elevate your business and use of NetSuite.
- Discover the components available for NetSuite EPM.
- Explore NetSuite's enhanced features and capabilities that will elevate your business operations.
- Understand how RSM can be your partner in evaluating and implementing EPM tools.
- Discover why NetSuite EPM tools should be used over other tools and their inherent integration.
This webinar will be a valuable opportunity to gather extensive guidance and practical tips to help your organization transition smoothly.
Presenters
Jim Kubik | Director | RSM
Heather Webb | Manager | RSM
Sarah Muha | Manager | RSM
This session is for accounting professionals and business leaders looking to get more out of their NetSuite enterprise resource planning (ERP) system for improved performance, scalability and efficiency in your planning and budgeting. NetSuite Planning and Budgeting provides robust planning and reporting capabilities to get you out of spreadsheet chaos.
Watch our insightful webinar, where we delve into the transformative capabilities of NetSuite planning and budgeting. Discover how leveraging cloud-based software can significantly enhance your forecasting accuracy and budgeting processes, all while reducing the need for IT intervention.
What to expect:
- Learn to leverage the power of cloud-based software to improve forecast and budgeting accuracy while minimizing the need for IT intervention.
- Use at-a-glance visual dashboards to track forecasts, progress reports and other details.
- Demonstrate how artificial intelligence (AI) can gather insights into your data and highlight actionable items on your data.
- Quickly create reports with an intuitive user interface and full Microsoft Excel and Office integration.
- Simplify reporting with built-in management reporting capabilities.
- Integrate data from multiple sources to feed the predictive analytics that power model-enabled projections.
- Utilize a powerful array of shared comments, worksheets, formulas and underlying data details to generate fresh insights.
Presenter
Jim Kubik | Director | RSM
NSAW—NetSuite Analytics Warehouse is a cloud-based data warehouse and analytics solution that consolidates multiple sources of data, including NetSuite data, CSV files and other business system data, to drive actionable insights using the Oracle Analytics Cloud and powered by the Oracle Autonomous Data Warehouse. Business users can easily build and run their own analyses without relying on IT.
During this webcast, you will:
- Learn what the Analytics Warehouse is and the value it can bring to your business
- Discover how the Analytics Warehouse can house your NetSuite data as well as data from several other sources, offering rich reporting and visualizations.
- Explore the Analytics Warehouse through a demonstration and product tour.
Presenter
Sarah Muha | Manager | RSM
Join us as we walk through NetSuite Account Reconciliation. This software automates the reconciliation of general ledger accounts, including bank reconciliations, credit card matching, intercompany transactions, accounts receivable and payable, and invoice-to-PO matching, all within a centralized workspace.
During this webinar, you will learn how, by using NetSuite Account Reconciliation, errors are identified, and manual processes are eliminated, allowing accounting teams to focus on exceptions, high-risk reconciliations and other strategic tasks.
Presenters
Sarah Muha | Manager | RSM
Lori Wihlborg | Supervisor | RSM
NetSuite Financial Close Management and Consolidation is a cloud-based application that streamlines the financial consolidation and closing process.
This webinar will cover the following and allow you to learn the following:
- How NSFCC enhances the accuracy, transparency and timeliness of closing procedures while reducing the time required for compliance and audits
- How NetSuite provides fully automated, real-time financial consolidation for multi-entity organizations, leading to a quicker closing process and more timely reporting
- How these tools allow organizations to manage financial complexities with greater confidence and efficiency by automating repetitive tasks, centralizing data in a secure location, and incorporating compliance measures
Presenter
Chris Broadwell | Director | RSM