Oracle NetSuite

Take Your NetSuite Skills to the Next Level.

Convene 101 Park Avenue,
101 Park Ave, New York, NY 10017

Unlock NetSuite’s most useful features—including powerful new AI capabilities—in just a few hours. Join our trainers and learn how to get the most out of the platform, no matter where you are in your NetSuite journey.

As an attendee, you can hear from NetSuite’s Senior Vice President of Growth Strategy and Execution, Sam Levy, on how to leverage AI to increase productivity across all areas of your business. You'll also get the chance to connect with product, educational and support experts to have your pressing questions answered, see live product demos, PLUS earn continuing professional education (CPE) credit.

Featured Speakers

Sam Levy SVP, Growth Strategy and Execution
Oracle NetSuite

James Franz President
Americas at UltiMaker and MakerBot

Ian Ginsberg President
C.O. Bigelow Chemists

Agenda

9:30 – 10:00 a.m. Registration, Coffee, & Networking
10:00 – 11:30 a.m. Choice of Hands-on Session
11:30 a.m. – 12:00 p.m. Lunch
12:00 – 1:00 p.m. Go Beyond Your Limits with the Suite feat. NetSuite’s Senior Vice President of Growth Strategy and Execution Sam Levy

Session Choices

Session 1 | 10:00 - 11:30 a.m.

(CHOOSE ONE, LAPTOP REQUIRED)
Conditional Logic in Saved Searches and Customizing Financial Statement Layouts

Learning how to customize your searches and reports is critical to gaining insights specific to your business. In this workshop, you will get hands-on experience with customizing Saved Searches and financial statements. We will show you how to utilize conditional logic formulas in your Saved Searches to display different data based on a condition you define; and customize the income statement layout to view desired financial data. To receive continuing professional education (CPE) credit for this workshop, please sign up with the session assistant.

OR

Efficient Strategies to Streamline Accounts Payable

Are you looking for ways to streamline your account payable process? In this hands-on workshop, discover ways to use Home and Vendor dashboards to stay on top of AP activities and metrics, and how to use Memorized Transactions to automate recurring bills. Looking for more ways to automate bill creation? Experience NetSuite Bill Capture, it scans and captures invoice data into NetSuite, then automatically matches it to your purchase orders, saving time, and manual entry. To receive continuing professional education (CPE) credit for this workshop, please sign up with the session assistant.

Session 2 | 12:00 -1:00 p.m.

Go Beyond Your Limits with the Suite feat. NetSuite’s Senior Vice President of Growth Strategy and Execution Sam Levy

To win amid constant change, high-performing businesses optimize their technology use in every corner of the organization—far beyond finance. This discussion with NetSuite executives and customers will cover how you can leverage AI to unleash more productivity, agility, insight, control, and collaboration in every area of your business.

RSVP today to save your spot.

**CPE Credit Information: These 90-minute Group Live basic sessions qualify for 1 CPE credit in the Information Technology or Computer Software & Applications Field of Study (depending on the program) with no advanced prerequisites. We will notify participants 24 hours in advance in the event of cancellation. For more information regarding complaint and program cancellation policies, please contact us at netsuiteevents@oracle.com.

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 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.

Thanks for registering. You will receive a confirmation email shortly.

Please email netsuiteevents@oracle.com with any questions that you may have regarding the event.

Topic: NetSuite Learning Lab: NYC

Date: Thursday, July 10, 2025

Time: 9:30 a.m.–1:00 p.m. ET

Location: Convene 101 Park Avenue, 101 Park Ave, New York, NY 10017

If you have a few minutes, leave an online review about your experience using NetSuite and receive a $20 Visa gift card provided by the review site.

July 10, 2025 9:30 AM July 10, 2025 1:00 PM America/New_York NetSuite Learning Lab: NYC NetSuite Learning Lab: NYC Convene 101 Park Avenue, 101 Park Ave, New York, NY 10017