Agenda

Attendees Eligible for 4 Hours of CPE Credit

NetSuite is unique in many ways and can be difficult to audit if not done correctly. This session will provide an overview of the process, key considerations, and constraints when auditing NetSuite.

This session will examine the fundamentals of building and fostering a risk-aware culture. Learn best practices for connecting risk awareness to your organization’s strategic planning to positively impact operational performance.

After this session, participants will be able to:

  • Encourage a risk-aware culture across your management and reporting teams
  • Incorporate risk awareness into your current strategies
    Field of study: Finance

Course level: Basic (For CPAs new to the skill)

Whether you’re a public company moving to NetSuite, on a pre-IPO path, or simply interested in managing your account using controls-focused, repeatable and predictable processes, this session is for you. You will be briefed on the details of NetSuite Compliance and Controls considerations, best practices, tools for customer administrative and audit teams and future product enhancements.

Enjoy lunch while networking with peers.

 

In the SD v. Wayfair case, the Supreme Court ruled in favor of South Dakota, granting the state authority to impose sales tax obligations on out-of-state transactions. Remotes sellers will have a new set of obligations and challenges ahead of them, while states could potentially gain billions in revenue. But what does it mean for your business?

Vice President of Tax Policy and Government Affairs at Avalara, Scott Peterson will help you understand the potential impact of this court ruling on your business operations. He’ll review obligations for remote sellers, how the ruling affects future laws across other states, and how to determine where you need to file and register based on where you conduct business.

Whether you are newly public, or pre-ipo, you are likely preparing for a yearly audit. A key part of your audit will be analyzing your company’s segregation of duties (SOD) and related NetSuite access controls. Join this session to learn how to simplify this process.

The foundation of every good audit plan is effective scoping and risk assessment. This session will provide an overview of the SOX scoping and risk assessment process.