Netgain Accounting Summit - CPE Credit Courses
Netgain Accounting Summit - CPE Credit Courses
Join the Netgain Accounting Summit, where we offer nine breakout sessions worth 1 CPE credit each. Whether you're looking to learn about conquering the close, how to build custom KPIs in NetSuite, solve complex accounting challenges, or building a future-ready accounting function - we've got you covered.
First CPE Course: Building a successful tech stack with NetSuite
This session will examine strategies to integrate supporting technologies, ensuring they work together to streamline processes and drive innovation. From understanding each organization’s unique requirements to incorporating AI-enabled solutions, this discussion will provide actionable steps for building a tech stack that grows with your business and positions finance teams for continued success. Join Derek Hitchman, Partner of NetSuite Practice at CrossCountry Consulting, to:
- Differentiate between core NetSuite functionality and supporting solutions
- Optimize your tech stack for cost reduction and efficiency
- Leverage integrated AI solutions
- Future-proof your tech stack
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Information Technology.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit ticket. If you need to cancel or have any concerns, please email marketing@netgain.tech
Netgain Solutions 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Second CPE Course: Conquering your month-end close
This session is designed to help finance professionals take control of the close with proven strategies for improving speed, accuracy, and team coordination. You’ll learn how to identify bottlenecks, automate repetitive tasks, and standardize key processes to reduce cycle times and enhance reporting. We’ll also cover best practices for cross-team collaboration and show you how to transform the close from a recurring headache into a strategic advantage. Join Ande Lampert, Partnership Relationship Manager at Netgain, to:
- Automate routine tasks by implementing automation tools
- Standardize processes to streamline workflows and minimize bottlenecks
- Enhance team communication
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Accounting.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit ticket. If you need to cancel or have any concerns, please email marketing@netgain.tech
Netgain Solutions 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Third CPE Course: Towards the sounds of chaos
This session is designed to guide your team through complex AP challenges. Drawing from his experience leading teams, managing millions of dollars, and handling big projects, it will help you cut through the noise and streamline your AP process. Join Lee Jacobs, Head of Product Management at SquareWorks, to:
- Gain new leadership skills
- Create an AP automation plan
- Improve efficiency with NetSuite
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Business Management and Organization.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit ticket. If you need to cancel or have any concerns, please email marketing@netgain.tech
Netgain Solutions 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Fourth CPE Course: Business Insights, NetSuite custom KPIs and Analytics
In this session, I.B. Stottlemyer from Oracle NetSuite, will help you discover how to streamline data collection from multiple sources and centralize it within NetSuite Analytics Warehouse, where embedded AI intelligence helps detect trends, uncover anomalies, and drive continuous improvement in your finances and operations.
- Design impactful metrics and KPIs
- Leverage multi-source data integration
- Harness AI for deeper insights
- Drive informed, proactive decision-making
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Information Technology.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit ticket. If you need to cancel or have any concerns, please email marketing@netgain.tech
Oracle NetSuite 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Fifth CPE Course: Untangling the mess, solving complex accounting challenges with confidence
In this session, Chris will share real-world strategies for managing tasks like multi-book reporting, multi-currency reconciliations, and multi-company consolidations. You’ll learn practical techniques to reduce manual work, improve accuracy, and streamline processes. We’ll wrap with an open Q&A, so bring your toughest questions and walk away with answers from someone who has seen it all.
- Simplify complex accounting scenarios
- Reduce manual work and increase accuracy
- Engage in expert-led Q&A
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Accounting.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit ticket. If you need to cancel or have any concerns, please email marketing@netgain.tech
Netgain Solutions 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Sixth CPE Course: Project accounting, job costing, and grant management
This session will show you how to harness the full potential of NetSuite for project-based operations. You’ll learn how to streamline job costing, track grants with confidence, and maintain compliance with ASC 606—without sacrificing productivity. Explore real-world use cases that highlight measurable gains in efficiency and accuracy, and project profitability. Join Kirt Christensen, CEO and Founder of BlueCollar Cloud Solutions, to:
- Learn how to tailor your ERP
- Gain actionable tips to improve processes
- Identify opportunities for improving project accounting processes
- Improve compliance
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Accounting.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit ticket. If you need to cancel or have any concerns, please email marketing@netgain.tech
Oracle NetSuite 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Seventh CPE Course: Building a future-ready accounting function
In this session, Caleb Christensen, Senior Manager at Netgain, will share a roadmap to help you build a scalable, tech-enabled accounting function. Learn how to identify your team’s current maturity level, plan the next steps for growth, and leverage modern systems to improve efficiency, compliance, and decision-making.
- Identify your team's maturity level
- Learn strategies for growth
- Explore actionable tactics
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Business Management and Organization.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit. If you need to cancel or have any concerns, please email marketing@netgain.tech
Netgain Solutions 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Eighth CPE Course: How to be a great NetSuite administrator
Join this session for essential administration strategies, including customizations, workflow automations, troubleshooting, and effective role and permission management. Join Cory Anderson, Principal at Stratos ERP Partners, as he will share strategies to empower end users to get the most out of NetSuite, ensuring higher productivity and a smoother user experience.
- Understand the role of a NetSuite administrator
- Learn best practices for customizing NetSuite
- Discover ways to help automate day-to-day tasks
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Computer Software and Applications.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit. If you need to cancel or have any concerns, please email marketing@netgain.tech
Netgain Solutions 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Ninth CPE Course: AI in action for accounting teams
Join this session to see demos of key tools like Text Enhance, Prompt Studio, and SuiteAnswers with AI, then dive into custom use cases built with SuiteScript and the N/llm module. From plain-language sales order summaries to journal entry explainers, email thread summaries, and AI-powered item suggestions, you’ll see how these innovations can support accounting, reporting, and operations. Whether you're a controller, accountant, or NetSuite admin, you’ll leave with clear ideas for applying AI to your day-to-day work. Join Ryan Longenecker, Founder and CEO of Collective Mind Technologies, to:
- Understand native AI tools in NetSuite
- Explore custom AI use cases
- Apply AI to daily workflows
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Computer Software and Applications.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit. If you need to cancel or have any concerns, please email marketing@netgain.tech
Netgain Solutions 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Join the Netgain Accounting Summit, where we offer nine breakout sessions worth 1 CPE credit each. Whether you're looking to learn about conquering the close, how to build custom KPIs in NetSuite, solve complex accounting challenges, or building a future-ready accounting function - we've got you covered.
First CPE Course: Building a successful tech stack with NetSuite
This session will examine strategies to integrate supporting technologies, ensuring they work together to streamline processes and drive innovation. From understanding each organization’s unique requirements to incorporating AI-enabled solutions, this discussion will provide actionable steps for building a tech stack that grows with your business and positions finance teams for continued success. Join Derek Hitchman, Partner of NetSuite Practice at CrossCountry Consulting, to:
- Differentiate between core NetSuite functionality and supporting solutions
- Optimize your tech stack for cost reduction and efficiency
- Leverage integrated AI solutions
- Future-proof your tech stack
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Information Technology.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit ticket. If you need to cancel or have any concerns, please email marketing@netgain.tech
Netgain Solutions 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Second CPE Course: Conquering your month-end close
This session is designed to help finance professionals take control of the close with proven strategies for improving speed, accuracy, and team coordination. You’ll learn how to identify bottlenecks, automate repetitive tasks, and standardize key processes to reduce cycle times and enhance reporting. We’ll also cover best practices for cross-team collaboration and show you how to transform the close from a recurring headache into a strategic advantage. Join Ande Lampert, Partnership Relationship Manager at Netgain, to:
- Automate routine tasks by implementing automation tools
- Standardize processes to streamline workflows and minimize bottlenecks
- Enhance team communication
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Accounting.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit ticket. If you need to cancel or have any concerns, please email marketing@netgain.tech
Netgain Solutions 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Third CPE Course: Towards the sounds of chaos
This session is designed to guide your team through complex AP challenges. Drawing from his experience leading teams, managing millions of dollars, and handling big projects, it will help you cut through the noise and streamline your AP process. Join Lee Jacobs, Head of Product Management at SquareWorks, to:
- Gain new leadership skills
- Create an AP automation plan
- Improve efficiency with NetSuite
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Business Management and Organization.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit ticket. If you need to cancel or have any concerns, please email marketing@netgain.tech
Netgain Solutions 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Fourth CPE Course: Business Insights, NetSuite custom KPIs and Analytics
In this session, I.B. Stottlemyer from Oracle NetSuite, will help you discover how to streamline data collection from multiple sources and centralize it within NetSuite Analytics Warehouse, where embedded AI intelligence helps detect trends, uncover anomalies, and drive continuous improvement in your finances and operations.
- Design impactful metrics and KPIs
- Leverage multi-source data integration
- Harness AI for deeper insights
- Drive informed, proactive decision-making
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Information Technology.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit ticket. If you need to cancel or have any concerns, please email marketing@netgain.tech
Oracle NetSuite 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Fifth CPE Course: Untangling the mess, solving complex accounting challenges with confidence
In this session, Chris will share real-world strategies for managing tasks like multi-book reporting, multi-currency reconciliations, and multi-company consolidations. You’ll learn practical techniques to reduce manual work, improve accuracy, and streamline processes. We’ll wrap with an open Q&A, so bring your toughest questions and walk away with answers from someone who has seen it all.
- Simplify complex accounting scenarios
- Reduce manual work and increase accuracy
- Engage in expert-led Q&A
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Accounting.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit ticket. If you need to cancel or have any concerns, please email marketing@netgain.tech
Netgain Solutions 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Sixth CPE Course: Project accounting, job costing, and grant management
This session will show you how to harness the full potential of NetSuite for project-based operations. You’ll learn how to streamline job costing, track grants with confidence, and maintain compliance with ASC 606—without sacrificing productivity. Explore real-world use cases that highlight measurable gains in efficiency and accuracy, and project profitability. Join Kirt Christensen, CEO and Founder of BlueCollar Cloud Solutions, to:
- Learn how to tailor your ERP
- Gain actionable tips to improve processes
- Identify opportunities for improving project accounting processes
- Improve compliance
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Accounting.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit ticket. If you need to cancel or have any concerns, please email marketing@netgain.tech
Oracle NetSuite 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Seventh CPE Course: Building a future-ready accounting function
In this session, Caleb Christensen, Senior Manager at Netgain, will share a roadmap to help you build a scalable, tech-enabled accounting function. Learn how to identify your team’s current maturity level, plan the next steps for growth, and leverage modern systems to improve efficiency, compliance, and decision-making.
- Identify your team's maturity level
- Learn strategies for growth
- Explore actionable tactics
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Business Management and Organization.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit. If you need to cancel or have any concerns, please email marketing@netgain.tech
Netgain Solutions 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Eighth CPE Course: How to be a great NetSuite administrator
Join this session for essential administration strategies, including customizations, workflow automations, troubleshooting, and effective role and permission management. Join Cory Anderson, Principal at Stratos ERP Partners, as he will share strategies to empower end users to get the most out of NetSuite, ensuring higher productivity and a smoother user experience.
- Understand the role of a NetSuite administrator
- Learn best practices for customizing NetSuite
- Discover ways to help automate day-to-day tasks
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Computer Software and Applications.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit. If you need to cancel or have any concerns, please email marketing@netgain.tech
Netgain Solutions 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.
Ninth CPE Course: AI in action for accounting teams
Join this session to see demos of key tools like Text Enhance, Prompt Studio, and SuiteAnswers with AI, then dive into custom use cases built with SuiteScript and the N/llm module. From plain-language sales order summaries to journal entry explainers, email thread summaries, and AI-powered item suggestions, you’ll see how these innovations can support accounting, reporting, and operations. Whether you're a controller, accountant, or NetSuite admin, you’ll leave with clear ideas for applying AI to your day-to-day work. Join Ryan Longenecker, Founder and CEO of Collective Mind Technologies, to:
- Understand native AI tools in NetSuite
- Explore custom AI use cases
- Apply AI to daily workflows
In order to be awarded the full credit, you must be present for the entire duration of the session, as well as complete a survey after the session is complete. Participants will earn one CPE credit for Computer Software and Applications.
Additional information
- Program level: Basic
- Delivery Method: Group Live
- No advanced preparation or prerequisites are required for this session.
- Refunds and Cancellations: This session is included in your Netgain Accounting Summit. If you need to cancel or have any concerns, please email marketing@netgain.tech
Netgain Solutions 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 the 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: www.nasbaregistry.org.
To head back to the agenda page, please click here.