The NetSuite Podcast

In this episode of the NetSuite Podcast at SuiteWorld 2025, we are joined by the NetSuite Customer Success team to discuss how they are helping businesses unlock the power of AI. The conversation marks an exciting milestone with the launch of NetSuite Customer Success AI Services! Nat Rosenthal, GVP of customer success at NetSuite, and Reg Singh, vice president of education services at NetSuite, share how customers can optimize their use of the suite with our education services including NetSuite Advanced Customer Support, Learning Cloud Support, and more.

On this episode of the NetSuite Podcast at SuiteWorld 2025, Craig Sullivan, GVP of product management at NetSuite, and Patrick Puck, GVP of AI strategy, engineering, and design at NetSuite, share how the next generation of NetSuite is here.

Brian Chess, senior vice president of technology and AI at NetSuite, and Gary Wiessinger, senior vice president of application development at NetSuite, join the NetSuite Podcast at SuiteWorld 2025 to share the latest product updates coming to the suite, and how AI in NetSuite is designed to meet you where you work, helping your business improve efficiency, clarity, and growth. They'll dive into how NetSuite is a platform where AI automates workflows, accelerates close times, and delivers predictive insights across finance and operations. Plus, they share how these latest updates are changing the way customers interact with NetSuite, and where the future of NetSuite is headed.

Get a sneak peak into the SuiteWorld 2025 product keynote! In this exclusive pre-keynote NetSuite Podcast, we'll preview what you can expect from the SuiteWorld 2025 product keynote. Hear what's ahead as Brian Chess, senior vice president of technology and AI at NetSuite, and product leaders gear up to reveal groundbreaking AI features and enhancements. Plus, learn about real-world success stories from EALgreen and Continental Battery Systems, who are using AI to break through business barriers. Tune in to discover how NetSuite is redefining what's possible for organizations everywhere!

At SuiteWorld 2025, the NetSuite Podcast welcomed Tim Naddy, vice president of finance at the Savannah Bananas, and Nick Araco, founder of CFO Alliance, for a dynamic conversation on finance leadership, innovation, and growth. Together, they shared how bold financial strategies can fuel creativity while keeping the business sustainable. Tim discusses what makes the Savannah Bananas more than a baseball team—how they scaled from selling just a few tickets to selling out major league stadiums nationwide, while also running merchandise, media, and live entertainment operations. He explains how NetSuite provides the foundation to manage multiple revenue streams and operational complexity while maintaining focus on fans and growth. Nick reflects on building CFO Alliance into a trusted network for finance leaders and shares how CFOs are navigating today's toughest challenges—from scaling globally to embracing AI. Both guests emphasize the importance of CFOs as storytellers who must balance data-driven insights with clear communication to drive organizational impact.

Kimberlee Duval, vice president of finance at Cymbiotika and Sam Levy, senior vice president of growth strategy at NetSuite, join the NetSuite Podcast at SuiteWorld 2025 to discuss the journey of one of the fastest-growing wellness brands. From rapid direct-to-consumer growth to breaking into major retailers like Target, Cymbiotika has transformed how it operates while staying true to its mission. Kimberlee shares how the finance team guided the move to NetSuite to support global expansion, streamline order management, and manage the complexities of sourcing ingredients across multiple currencies. With more than a dozen NetSuite implementations under her belt, Kimberlee explains how ERP has been the foundation for Cymbiotika's growth, including the role of NetSuite Advanced Customer Support (ACS) in driving ongoing success. Sam provides perspective on how NetSuite helps businesses like Cymbiotika navigate operational change, adopt AI, and scale efficiently. Together, they discuss how NetSuite's unified platform simplifies distribution, marketing, and financial management, while unlocking the flexibility wellness brands need to adapt to evolving business models.

Get a sneak peek into the SuiteWorld 2025 executive keynote! In this exclusive pre-keynote NetSuite Podcast, we'll reveal what's in store as Sam Levy, NetSuite's SVP of growth and strategy, is joined by industry leaders from Cymbiotika LLC, Savannah Bananas, Granite Partners, and Shopify. Discover the key topics and customer stories that will be highlighted—ranging from funding growth to global expansion—and learn how these businesses are thriving with an unstoppable "no limits" mindset. Tune in to get inspired and make the most of SuiteWorld 2025!

From the keynote stage to the podcast studio, Evan Goldberg, NetSuite founder and executive vice president, joins the NetSuite Podcast at SuiteWorld 2025! He shares why NetSuite was built for AI and dives deeper into the exciting AI innovations and product updates coming to the suite. He shares how NetSuite has evolved from its early days above a hair salon to becoming the world's leading cloud ERP where business meets AI. Evan explains how NetSuite is helping businesses unleash the power of artificial intelligence and looks ahead to the future of NetSuite and AI.

John Herman, founder and CEO of BERO, joins the NetSuite Podcast at SuiteWorld 2025 to share how the fast-growing beverage brand is redefining what it takes to scale in today's competitive consumer market. From the early conversation with Tom Holland that sparked the idea for BERO, to expanding into major retailers like Target, John shares the pivotal moments that shaped the company's journey, and how the company has been using NetSuite since day one to gain a foundation of clarity, efficiency, and agility—helping the business make faster, better decisions.

Join us on the NetSuite Podcast for a front-row seat to all the excitement of SuiteWorld 2025! We're bringing you exclusive conversations with NetSuite executives and customers, along with a look at the latest product innovations and AI enhancements coming to the suite, and what this year's theme of "No Limits" means for our customers. Discover how leaders across industries are using NetSuite to drive growth, manage complexity, and prepare for an AI-powered future. From global expansion strategies to financial transformation and supply chain optimization, these conversations highlight how businesses are adapting to change and unlocking new opportunities. You'll also hear about the latest updates to NetSuite products, including how AI is embedded to improve efficiency, enhance decision-making, and empower teams to achieve more with less complexity. Whether it's executive perspectives, customer success stories, or a preview of product advancements, the NetSuite Podcast delivers the insights you need to prepare your business for what's ahead.

Learn more about NetSuite for software companies: https://tinyurl.com/47pfsx78 In this episode of the NetSuite Podcast, cohost Ian McCue sits down with Pate Henderson, executive director of finance and administration at OPIE Software, a practice management software provider for prosthetics and orthotics clinics. They start the episode by discussing OPIE Software and its mission [1:55]. Pate then dives into the company's adoption of NetSuite and why it was the "Goldilocks" system for them [14:14]. Ian and Pate conclude the podcast episode by discussing what's next for OPIE Software [31:31]. Follow Us Here: Pate Henderson: https://www.linkedin.com/in/patricia-henderson-mba-894603108/ OPIE Software: https://www.opiesoftware.com/ Contact NetSuite Sales - https://social.ora.cl/6009wKalv Learn More about NetSuite ERP - https://social.ora.cl/6003wKaxv Learn More about NetSuite HCM - https://social.ora.cl/6007c4Kih Learn More about NetSuite Analytics & Reporting - https://social.ora.cl/6007c4znL NetSuite Customer Success Stories - https://social.ora.cl/6005c4zt9 Follow us here: LinkedIn: https://social.ora.cl/6000wKFhC X (Twitter): https://social.ora.cl/6007wK2zD Instagram: https://social.ora.cl/6003wK2Hv Facebook: https://social.ora.cl/6005wK2Dv #OPIESoftware #FinancialExecutives #NetSuiteERP #NetSuiteSuiteBilling #NetSuiteACS #NetSuiteCRM #MedicalSoftware #ERPforSoftwareCompanies -------------------------------------------- Episode Transcript: How NetSuite Helps OPIE Software Improve Patient Care 00:00:00:00 - 00:00:42:02 Unknown Welcome to Perspectives on Health and Tech podcast. Brought to you by Oracle Health. In this series, we have conversations on creating a seamless and connected health care world where everyone thrives. Let's get started. Welcome to perspective Oracle Health and Life Science podcast. I'm your host today Danny Gladden. I'm a licensed clinical social worker and general manager of behavioral health and social care here at Oracle Health. 00:00:42:04 - 00:01:13:15 Unknown As we step into the month of May, we recognize Mental Health Awareness Month, a time to raise awareness, reduce stigma, and highlight progress in mental health care. I'd also like to give a special shout out to our nurses across Canada and the U.S. as we celebrate National Nursing Week. Thank you for your unwavering dedication and compassion. Social workers and nurses make great teams. 00:01:13:17 - 00:01:45:04 Unknown Today, we're honored to be joined by a leader in mental health care innovation. Please welcome Doctor Gillian Strudwick from Kim H. The center for Addiction and Mental Health, Canada's largest mental health and addiction teaching hospital and one of the world's leading research centers in its field. So, Jillian, welcome. Before we dive into big topics here, can you introduce yourself and tell us a little bit about the great workhappening at Kim? 00:01:45:06 - 00:02:12:14 Unknown Thank you, Danny, and thank you for the opportunity to be a part of this great podcast. So I might break this into two sections. First, I'll introduce myself, and then I'll tell you a little bit about the organization that I'mfortunate to work for. So I'm Doctor Jillian Strudwick, I'm a registered nurse, and I've worked primarily in mental health clinical settings here in Toronto, Canada, and also in other parts of Canada and internationally. 00:02:12:16 - 00:02:41:21 Unknown Currently, I am the inaugural Chief Clinical Informatics Officer at Kam H, representing our nurses and all of our non physician health disciplines like social work. And I have a couple of other hats as well. So one is that I'mthe head scientist of the Digital Mental Health Lab. And I'm also the scientific director of our Digital Innovation Hub, which is about really accelerating our work in this digital sphere and research practice, education and beyond. 00:02:41:22 - 00:03:10:04 Unknown So that's about me. But I'll move on to talking about Kim H. So Kim H is CAMH, the center for Addiction and Mental Health, and it's Canada's largest mental health and addictions teaching hospital. We think Kim and I think there's lots to suggest that we're we're true in saying this, that we're world leading research and education center in mental health, and we're located right in the heart of downtown Toronto. 00:03:10:05 - 00:03:35:20 Unknown But we serve people across our province, Ontario and across the country as well. So in terms of a few numbers that I'll share with you. We've had, just over 16,000 emergency department visits in the last year. Over 40,000 patients that were treated. Over 80,000 virtual care appointments. And I'll, I'll provide a few more numbers here as well. 00:03:35:21 - 00:03:59:20 Unknown Almost 8000 rtms visits, 60 million and new research funds and more than a thousand articles published. I think you get the point that there's a lot going on at camp, and it's a great place to be. You know, I have been on your campus a number of times and always appreci

Learn more about NetSuite Planning and Budgeting: https://tinyurl.com/ra6wa79k In this episode of the NetSuite Podcast, cohost Megan O'Brien sits down with Jonny Holmes, director of finance at Bomb Party, a direct-to-consumer jewelry company that offers surprise jewelry reveals through live online parties. Megan and Jonny start by discussing Bomb Party, its growth and how Jonny ended up the company [1:43]. They then cover the impact of tariffs on Bomb Party and how the company is using NetSuite Planning and Budgeting to help navigate them [4:08]. Jonny concludes the podcast episode by giving some advice to business leaders trying to navigate global trade variability [17:29]. Follow Us Here: Bomb Party: https://www.bombparty.com/ Contact NetSuite Sales - https://social.ora.cl/6009wKalv Learn More about NetSuite ERP - https://social.ora.cl/6003wKaxv Learn More about NetSuite HCM - https://social.ora.cl/6007c4Kih Learn More about NetSuite Analytics & Reporting - https://social.ora.cl/6007c4znL NetSuite Customer Success Stories - https://social.ora.cl/6005c4zt9 Follow us here: LinkedIn: https://social.ora.cl/6000wKFhC X (Twitter): https://social.ora.cl/6007wK2zD Instagram: https://social.ora.cl/6003wK2Hv Facebook: https://social.ora.cl/6005wK2Dv --------------------------------------------------------------- Episode Transcript: How Social Selling Company Bomb Party Uses NetSuite to Navigate Tariffs 00:00:00:00 - 00:00:36:20 Unknown Hello, NetSuite listeners. Thank you so much for tuning in to the NetSuite Podcast. I'm Megan O'Brien, co-host of the podcast. We have an extra special episode in store for you all today. We know tariffs are top of mind for many businesses right now, and companies are figuring out the best way to handle them. So we invited Jonny Holmes, director of finance at Bomb Party, which is a direct-to-consumer jewelry company that offers surprise jewelry reveals through live online parties. 00:00:36:22 - 00:01:10:04 Unknown If you haven't seen it, I highly recommend checking them out. Customers purchase mystery items such as rings, necklaces or earrings, which are unveiled during these events, adding an element of excitement to the shopping experience. We discuss how Bomb Party has been using that sweet specifically, and that's what planning and budgeting and that sweet analytics warehouse to address tariffs, plan for addressing possible future trade policy changes, and the advice he has for business leaders trying to navigate global trade variability. 00:01:10:05 - 00:01:43:12 Unknown So stay tuned. You're not going to want to miss this episode. You're listening to the NetSuite Podcast where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'lldive into the details about the software and the people at NetSuite who are behind all the moving parts. We'llalso feature customer growth stories discussing the ups and downs of running a company, and how one integrated system can help your business continue to scale. 00:01:43:14 - 00:02:09:19 Unknown Let's just jump right in. So to kick us off, could you tell our audience a bit about Bomb Party and what you do at the company? Yeah. Bomb Party is a network marketing company. We started about eight years ago. I've been here for the last two years. So what we do is we the company, it really thrives on this surprise and delight type of marketing. 00:02:09:21 - 00:02:36:15 Unknown And so what that means is it is kind of like, well, you're just ordering products or jewelry in our case, and you don't really know what you're getting. So it could be one of maybe 30 different rings or earrings or necklaces or something, whichever one you order. And so that is like the driving force around. Everything that we sell, and especially from our owners, is that they want to surprise and delight customers. 00:02:36:15 - 00:03:00:08 Unknown And so everything that we sell drives that. So we sell rings, earrings, necklaces, bracelets, all sorts of things. And they all are sold in that type of thing where we sell to our wholesale reps that buy in bulk from us, and then they turn around and sell it to the end consumer. Most of it, they do it online. 00:03:00:10 - 00:03:20:14 Unknown A lot of it's through TikTok, you know, so maybe use other social media platforms. But for the most part, they'reusing TikTok and they sell these pieces of jewelry, on what we call a party. And it's just a live party. So they get on and customers join their party on TikTok. They place an order for whatever it is and then, live on TikTok, 00:03:20:14 - 00:03:43:19 Unknown The rep reveals what they have. And so it could be one of many different styles that we have for that collection. And then there is a chance that you could win, like a genuine diamond. So it's just it could you could get anything. And so that really is like that business model of surprise and delight has really driven the growthin my opinion. 00:03:43:20 - 00:04:14:19 Unknow

Learn more about NetSuite Customer Success: https://tinyurl.com/kyuapfmn In this episode of the NetSuite Podcast, cohost Megan O'Brien is joined by NetSuite's own Alexandra Wright, senior education and user adoption consultant, and Jessica Jennings, senior program manager, to discuss change management. They start by giving an overview of the change management topic [5:37] and how those implementing or expanding their NetSuite instance can incorporate it. Jessica and Alexandra then delve into NetSuite's specific methodology for change management [11:35]. They discuss the role of learning in change management [29:04] and conclude the episode with advice on where listeners can learn more [33:03]. NetSuite Change Management Vlogs: https://tinyurl.com/296ah7r7 Free Learning and Change Management Content: https://tinyurl.com/bdcdsn7n Follow Us Here: Alexandra Wright: https://www.linkedin.com/in/alexandrawright4/ Jessica Jennings: https://www.linkedin.com/in/jessicahannusch/ Contact NetSuite Sales - https://social.ora.cl/6009wKalv Learn More about NetSuite ERP - https://social.ora.cl/6003wKaxv Learn More about NetSuite HCM - https://social.ora.cl/6007c4Kih Learn More about NetSuite Analytics & Reporting - https://social.ora.cl/6007c4znL NetSuite Customer Success Stories - https://social.ora.cl/6005c4zt9 Follow us here: LinkedIn: https://social.ora.cl/6000wKFhC X (Twitter): https://social.ora.cl/6007wK2zD Instagram: https://social.ora.cl/6003wK2Hv Facebook: https://social.ora.cl/6005wK2Dv #NetSuite #NetSuiteLCS #ChangeManagement #NetSuiteERP #ErpImplementation #SoftwareImplementation --------------------------------------------------------------- Episode Transcript: 00:00:00:00 - 00:00:36:14 Unknown Hey Suite listeners. Welcome to the NetSuite podcast. I'm Megan O'Brien, a co-host of the podcast, and today I'm excited to continue our Listen and Learn series. We started this podcast series with the goal of giving customers useful tips and tricks that will help them get more out of NetSuite. For part three of this series, we'retalking change management and how you can use it as a strategic lever to maximize your ERP software and create a more agile, responsive organization. 00:00:36:16 - 00:01:00:17 Unknown So today we have two guests joining us, Alexandra Wright, who is a senior education and user adoption consultant, and Jessica Jennings, a senior education program manager, both from NetSuite. You actually might remember Jessica from a network podcast episode about a year and a half ago. We're so excited that she came back on the show in this episode. 00:01:00:18 - 00:01:34:10 Unknown These two change gurus highlight the critical role of change management and aligning people and processes with new systems, ensuring sustained user adoption. They cover key factors like communication strategies, leadership engagement, and structured methodologies to drive success. So stay tuned. We're jumping into all this and more next. You are listening to the NetSuite Podcast, where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. 00:01:34:12 - 00:02:02:06 Unknown We'll dive into the details about the software and the people at NetSuite who are behind all the moving parts. We'll also feature customer growth stories discussing the ups and downs of running a company and how one integrated system can help your business continue to scale. And welcome Alexandra and Jessica. We're so excited to have you on today to talk about something we hear a lot about in the software world, change management. 00:02:02:08 - 00:02:25:16 Unknown We're excited to be here. So where are the two of you joining us from today? So I am joining you again from Austin, Texas. I had been on the podcast once before and loved it, so I'm glad to be back. But I'm still here in good old Austin, Texas. Yeah, and I'm joining from San Diego, California. Wow, look at you both in sunny, warm places. 00:02:25:17 - 00:02:54:12 Unknown That sounds great. It really is. It is. I can't complain. Well, to start out, can you tell us a little bit about yourselves and your role in that suite? Yeah, I'd be happy to jump in here. My name is Alexandra. As mentioned, I have been with NetSuite for going on four years. And my background is actually in organization psychology, which is a super niche area of psychology. 00:02:54:13 - 00:03:25:10 Unknown That's actually one of the fastest growing spaces in business, which is imaginable as we're in a point in time where it feels like everything is changing as rapidly as possible. So my job here at NetSuite is an education and user adoption consultant. And like I mentioned, I started here going on four years ago. And the business has evolved a lot and so has my role. 00:03:25:10 - 00:03:54:07 Unknown And so a lot of the work that I do now is really focused on change management, helping our customers succeed with their not suite implementations, as well as working on some internal work. And,

Learn more about NetSuite for health and beauty companies: https://tinyurl.com/2uesmbsr Tune in for the next installment of The CFO Agenda series featuring Jonathan Weiss, CFO of Raw Sugar Living, a health and beauty brand selling hair and body products with natural ingredients. Jonathan and cohost Megan O'Brien kick off the podcast episode by discussing Jonathan's background and what brought him to the CFO role at Raw Sugar [1:39]. They then delve into Raw Sugar's use of NetSuite and why having a strong tech stack is so important for the company [21:21]. Jonathan and Megan conclude the episode by discussing CFO priorities for 2025 [42:00]. Like what you learned? Subscribe Now! http://bit.ly/NetSuiteYouTube Follow Us Here: Jonathan Weiss: https://www.linkedin.com/in/jonathan-m-weiss/ Raw Sugar: https://rawsugarliving.com/ ------------------------------------------------------------------ Episode Transcript: The CFO Agenda: Raw Sugar Living's Jonathan Weiss 00;00;05;07 - 00;00;37;18 Unknown Hello NetSuite listeners. Thank you so much for tuning in to the network podcast. I'm Megan O'Brien, a co-host of the podcast. Today we're continuing our CFO agenda series with Jonathan Weiss, CFO of Raw Sugar, a health and beauty brand selling premium hair and body products made of natural ingredients. You've probably seen their shampoos, conditioners and other products in their signature white bottles with bamboo tops around Target, Walmart, CVS, etc. 00;00;37;21 - 00;00;58;26 Unknown We discuss Jonathan's path to the role of the CFO. Hint as not necessarily what you would expect. His perspective on the future of the finance function, the company's tech stack, and some of Raw Sugar's goals over the next year. So stay tuned. You're not going to want to miss this episode. 00;00;58;28 - 00;01;25;15 Unknown You're listening to the NetSuite Podcast, where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'll dive into the details about the software and the people at NetSuite who are behind all the moving parts. We'll also feature customer growth stories discussing the ups and downs of running a company, and how one integrated system can help your business continue to scale. 00;01;25;18 - 00;01;59;04 Unknown Hi, how are you doing today? Afternoon. This is such a treat. Thanks a lot. Yeah. Well, thanks for coming on. I mean, let's go ahead and just jump right into the questions. So could you talk a bit about your past roles and your path to where you are now? Sure. Well, it's been a long road, but it started with UCLA, undergrad and had this awesome liberal arts education and yet was also able to take about 8 to 10 accounting classes. 00;01;59;04 - 00;02;25;08 Unknown And from that, I started out at KPMG in New York, working in the audit side, luckily got assigned into the manufacturing retail space, liked it, but didn't love it to be honest, and started kind of my journey to where I am now because, I jumped over to the consulting side and started kind of hoping different partners answer different problems for large corporations. 00;02;25;11 - 00;02;54;28 Unknown Went off to business school back at UCLA because I wanted to be back in the LA market and then had a great, lucky opportunity when I was about 30, where two founders who had created a fashionable scrubs business long before that was the thing. And I came on kind of as a consultant and would eventually became their partner, and for seven years grew this into a business that really I loved and enjoyed. 00;02;55;01 - 00;03;21;03 Unknown And for the last 20 years, I've pretty much been doing the same role of CFO CEOs. Sometimes it's been for founders, sometimes it's been for public companies like LVMH. And then for the last eight years it's been with different private equity firms, a liberal arts degree taking accounting classes. You don't hear that very often now, but, it's something I advise all the people I work with because, you know, we'll talk about this. 00;03;21;03 - 00;03;43;27 Unknown What is the role of finance and accounting now, and especially with outsourcing and big data? You know, at the end of the day, it's a value add. Understand what the information is telling you. And I don't think that's much different than reading a great novel or seeing a movie and trying to understand what it's trying to tell you who communication is. 00;03;43;28 - 00;04;06;20 Unknown Major me likes that. Okay, so you ended up joining Ross Sugar close to five years ago. Can you tell our listeners a little bit about what Ross Sugar does? Yeah, sure. Ross Sugar has been around for about ten years. It's usually a white bottle with a bamboo top, but it was created ten years ago by two founders, Ronnie and Donna. 00;04;06;23 - 00;04;31;08 Unknown And they had a really unique idea, which was they thought there should be clean products in the main aisle.Now, that doesn't sound like a big idea, but back in 2014, it was, and then they

Learn more about NetSuite 2025 Release 1: https://tinyurl.com/m5c87ud5 Cohost Megan O'Brien dives into NetSuite 2025 Release 1, with several guests joining to cover the latest and greatest features included. To start off, Lisa Schwarz, senior director of product marketing at NetSuite, gives an overview of the first release of 2025 [1:31]. She covers some of the most exciting updates in 2025.1 and what customers can expect. Erik Klein, outbound product manager at NetSuite, joins next to give a breakdown of new AI capabilities [8:30]. Andrew Klockers, a principal industry product manager for healthcare at NetSuite, covers HIPAA compliance in NetSuite, as well as enhancements to Compliance 360 [21:41]. Lastly, Eyal Amir, senior director of product management at NetSuite, goes over three new NetSuite Connectors [32:55]. Follow Us Here: NetSuite 2025.1 Homepage: https://tinyurl.com/m5c87ud5 NetSuite 2025.1 Release Notes: https://tinyurl.com/4ju3uj73 NetSuite 2025.1 Release Preview Test Account: https://tinyurl.com/7m3pkz78 Contact NetSuite Sales - https://social.ora.cl/6009wKalv Learn More about NetSuite ERP - https://social.ora.cl/6003wKaxv Learn More about NetSuite HCM - https://social.ora.cl/6007c4Kih Learn More about NetSuite Analytics & Reporting - https://social.ora.cl/6007c4znL NetSuite Customer Success Stories - https://social.ora.cl/6005c4zt9 Follow us here: LinkedIn: https://social.ora.cl/6000wKFhC X (Twitter): https://social.ora.cl/6007wK2zD Instagram: https://social.ora.cl/6003wK2Hv Facebook: https://social.ora.cl/6005wK2Dv #NetSuite, #NetSuiteERP, #NetSuiteConnector, #SuiteCloudPlatform, #AI, #GenAI, #HealthcareCompliance, #Compliance360 -------------------------------------------------------------- Episode Transcript: 00;00;04;07 - 00;00;28;27 Unknown Hey, listeners. Welcome to the NetSuite Podcast. I'm Megan O'Brien, a co-host of the podcast, and today I'm excited to dive into our latest product release. As many of our listeners know, we do two product releases per year. So this one is our first of 2025. NetSuite 2025 one is absolutely packed with a bunch of great new features and enhancements. 00;00;28;29 - 00;00;54;04 Unknown The latest release brings new functionality across NetSuite Connector, Bill Capture, Field Service management, and the Suite Cloud platform, just to name a few. There are also great new SuiteApps and AI capabilities in there. We have four different guests breaking down the latest capabilities in detail and explaining how they benefit you. And if you're looking for more info, our sneak peak release blogs are now live on. 00;00;54;04 - 00;01;19;11 Unknown NetSuite.com. See the links in the description on the app, so to check those out. Stay tuned, because we have a lot of exciting updates that you won't want to miss. You're listening to the NetSuite Podcast, where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'll dive into the details about the software and the people in next week who are behind all the moving parts. 00;01;19;13 - 00;01;32;05 Unknown We'll also feature customer growth stories discussing the ups and downs of running a company, and how one integrated system can help your business continue to scale. 00;01;32;07 - 00;01;56;02 Unknown Kicking us off is Lisa Schwarz, senior director of product marketing at NetSuite. Lisa will provide a quick preview of what's new in 2025 release one, including new AI-powered search capabilities and Suite Answers using NetSuite Expert. She also gives a refresher on how all our customers received the update, and what they can do to prepare for it. 00;01;56;05 - 00;02;23;23 Unknown We have a few guests joining us to dive deeper into the new functionality and the NetSuite 2025 release one, but could you give us a quick overview of what we'll be covering? I sure can. We've got a greatest hits coming up for everybody. We'll be diving into the world of connectors. There's a bunch of new connectors which will be available in this release, so that will be interesting to get that update and hear about that. 00;02;23;26 - 00;02;52;13 Unknown We'll be covering some great things around the SuiteCloud platform. That's always super interesting. And a lot of that includes some new AI developer tools and we'll also be exploring new things that are going around with necessary HIPAA compliance and some of our compliance. 360 solution. What's the one feature in this release that you're especially excited about or see as a big win for our customers? 00;02;52;15 - 00;03;26;14 Unknown Oh one I'm not sure if I could round it down to just one, but kind of my, you know, quick wins or what's getting me excited. I think I would, you know, shout out because some shout outs to, NetSuite Expert, which is a new capability that's bringing AI search powers to Suite Answers, Suite Procurement, which is, one of our, new indirect procurement solution that includes partnerships with staples, and Amazon busines

Learn more about NetSuite Analytics Warehouse: https://tinyurl.com/2pynh34j Tune in for the next installment of The CFO Agenda series featuring Brian Hogeland, CFO of Packer Fastener, a distributor of fasteners and industrial supplies. Brian and cohost Ian McCue kicks off the podcast episode by discussing Brian's background and what brought him to the CFO role [2:06]. They then delve into the biggest challenges Packer Fastener has faced as it has grown [11:07] and its use of NetSuite [16:09]. They discuss talent and the workforce and how automation is playing a role in the future of finance and accounting [23:40]. Brian and Ian conclude the episode by discussing CFO priorities for 2025, including incorporating AI [30:47]. --------------------------------------------------------------- Episode Transcript: 00;00;04;10 - 00;00;34;10 Unknown Hey, listeners. Welcome to the NetSuite podcast. I'm Megan O'Brien, co-host of the podcast. And today we're continuing our CFO agenda series with Brian Hogland. Brian is the CFO of Packer Fastener, a rapidly growing distributor of nuts, bolts and other industrial supplies. Brian sits down with NetSuite Podcast co-host Ian McCue and walks him through his background and how roles across finance and technology prepared him for the C-suite. 00;00;34;13 - 00;01;01;01 Unknown He then explains how Packer Fastener has grown beyond its roots as a regional distributor, despite supply chain and inflationary challenges, as well as the specific framework its use to drive the business forward. The CFO explains how NetSuite helped the company manage its growing operations, which includes actively sourcing 30,000 items and specifically the value it's gained from NetSuite Analytics Warehouse. 00;01;01;04 - 00;01;32;08 Unknown With new technologies demonstrating potential to reshape the work of the finance team. Brian shares what skills he thinks will remain critical for finance professionals. He also offers perspective on what he looks for when he's hiring and how leaders can attract top finance talent. Brian then sheds light on Packer Fasteners' ambitious plans for 2025. He walks through potential challenges, technology initiatives, and how he's preparing his team to leverage new AI tools. 00;01;32;11 - 00;01;39;29 Unknown Stay tuned, because all of that and more is coming momentarily. 00;01;40;02 - 00;02;06;19 Unknown You're listening to the NetSuite podcast, where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'll dive into the details about the software and the people in next week who are behind all the moving parts. We'll also feature customer growth stories discussing the ups and downs of running a company, and how one integrated system can help your business continue to scale. 00;02;06;21 - 00;02;27;16 Unknown So, Brian, let's start with a bit about your background and who you are. Was your plan always kind of to work in finance and hopefully become a CFO one day? It was. I graduated from college in the mid 90s, and the internet was this really cool thing that had just popped at the time. So I was graduating, graduating with a degree in accounting. 00;02;27;19 - 00;02;48;11 Unknown Really had been talking to a lot of CPA firms to come in and join them, but was really intrigued by this whole World Wide Web concept. I went into my library my last semester of college and actually bought tickets for the Grateful Dead. Actually sent in, like a money order back in the day. But, so it was this whole new, exciting environment. 00;02;48;14 - 00;03;11;02 Unknown And, so while I had the, obviously the discipline and the skills to understand finance was really intrigued by this technology part. So a couple of years after I started my career with Arthur Andersen, I moved over into a technology consulting role and really just really had a lot of fun with that, embraced it. And spent probably the next ten years of my career doing technology. 00;03;11;03 - 00;03;32;00 Unknown So it kind of went from being, you know, aspiring to maybe be a be like a CPA partner doing audits and tax work to maybe really hands on technology roles and, probably around 2010, I moved back into like a, typical finance role. So that's where I kind of started to do more of the progression, the typical financial leadership roles. 00;03;32;02 - 00;03;52;08 Unknown And I guess why? Why did you decide to go back into kind of the traditional finance accounting side after being more on the technology side for a while? Yeah. You know, the sort of there's an analytical aspect of all the financials. Right. So, that was intriguing. The company I had worked for at the time had just onboarded a significant, Oracle, actually, ERP solution. 00;03;52;11 - 00;04;09;29 Unknown And they were looking for somebody with a finance and technology background to kind of help stabilize that, then implementation. And it was a chance for me to really get back into the finance world, but still n

Find out more about NetSuite LCS and check out a list of upcoming events and available courses: https://bit.ly/3Cypwbz NetSuite Principal Education Consultant Mark Gildea from the Learning Cloud Support (LCS) team goes deep on how NetSuite analytics and reporting work and how customers can get the most out of them for the second episode in our Listen & Learn series. Mark touches on who will benefit from a greater understanding of NetSuite SuiteAnalytics [3:34] before breaking down the different ways to query data in NetSuite [5:12], including saved searches, reports, and workbooks [7:08]. If you're a beginner, Mark provides a few suggestions on how you can up your skills when it comes to NetSuite reporting [9:59]. He then shares SuiteAnalytics use cases where he's seen customers find success [15:21] and how these insights can be valuable to employees across the business [18:25]. From there, the NetSuite expert shares more about live classes from LCS [19:29] and additional training sessions that come with the LCS Company Pass [25:38]. Like what you learned? Subscribe Now! http://bit.ly/NetSuiteYouTube Follow Us Here: Mark Gildea: https://www.linkedin.com/in/mark-v-gildea/ Oracle NetSuite LinkedIn: http://bit.ly/NetSuiteLI Facebook: http://bit.ly/NetSuiteFB Instagram: http://bit.ly/NetSuiteIG Twitter: http://bit.ly/NetSuiteTW #NetSuiteAnalytics #SuiteAnalytics #NetSuiteReports #NetSuite #NetSuiteERP -------------------------------------------------------- Episode Transcript: 00;00;04;07 - 00;00;21;17 Hey, SuiteListeners, welcome to The NetSuite Podcast. I'm Ian McCue, a cohost of this podcast, and today I'm excited to continue our Listen and Learn series. We kicked off this podcast series earlier this year with the goal of giving customers useful tips and tricks that will help them get more out of NetSuite, For part two of the series, 00;00;21;18 - 00;00;43;05 we're talking NetSuite Analytics with Mark Gildea, a principal education consultant on NetSuite's Learning Cloud Support or LCS team. Mark describes the differences between NetSuite reports, saved searches, workbooks, and NetSuite Analytics Warehouse and the role each plays in giving stakeholders across your business the insights they need. He shares useful background information for beginners on how these tools work, 00;00;43;07 - 00;01;03;04 then dives into how you can identify the right tool for the job and specific use cases that have driven eye-opening takeaways for customers he's worked with. Mark also walks through the resources available for NetSuite users to deepen their expertise. That spans self-service training through MyLearn, a number of live events, and personalized training sessions with education consultants such as Mark. 00;01;03;06 - 00;01;26;29 If you're a NetSuite customer looking to take advantage of all the reporting analytics capabilities in NetSuite, this is the episode for you, and it's coming up next. You're listening to the NetSuite Podcast where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'll dive into the details about the software and the people at NetSuite who are behind all the moving parts. 00;01;27;02 - 00;01;40;27 We'll also feature customer growth stories, discussing the ups and downs of running a company and how one integrated system can help your business continue to scale. 00;01;41;00 - 00;02;08;08 So to start out, Mark, can you tell us a little bit about yourself and your role at NetSuite? Absolutely. As you said, my name is Mark Gildea, and I'm based here in Miami, Florida. I've been at NetSuite for three years now, and I'm a senior education consultant. And in addition to that, I lead a team of some analytics experts who deliver live event webinars. 00;02;08;08 - 00;02;31;01 And then I also participate in what we call Learning Labs that we deliver at various cities around the country. And so you're part of NetSuite Education Services and the Learning Cloud Support or LCS team. Could you remind our listeners about what your team does? Absolutely. First, probably want to know what LCS is—it's Learning Cloud Support 00;02;31;03 - 00;03;02;24 and what we do is we support what's called the LCS company Pass. And there are two, there's the standard and the premium. And then we also have what we call LCS live events or webinars. We support event packs, we also create videos, student guides, we do quick reference guides. And then also we have some advising sessions that we deliver that support the online training and what we call MyLearn. 00;03;02;26 - 00;03;40;20 And can you share a bit more about what topic you're going to be covering today on the podcast? Absolutely. Analytics, without question. It's my favorite thing that I deliver and analytics does incorporate different topics. So there are reports, there are saved searches, workbooks, and then this brand new edition called NetSuite Analytics Warehouse, also known as NSAW. And who do you think will kind

Learn more about NetSuite Planning and Budgeting: https://tinyurl.com/bdhm7phf In this special episode of the NetSuite Podcast focusing on the CFO's agenda for 2025, cohost Megan O'Brien sits down with Jess Wijesekera, SVP of Global Accounting at Vytalize Health, a leading value-based care platform. They start the episode by discussing Jess' background and what brought her to her current role [1:55]. Jess then delves into Vytalize Health and its exponential growth over the last several years [6:26]. Megan and Jess discuss technology and talent issues [15:49]. They end the podcast episode by covering Vytalize Health's priorities for 2025 [31:52]. Follow Us Here: Vytalize Health: https://www.vytalizehealth.com/ Jess Wijesekera LinkedIn: https://www.linkedin.com/in/jessica-wijesekera-7290196/ Oracle NetSuite LinkedIn: https://social.ora.cl/6000wKFhC X (Twitter): https://social.ora.cl/6007wK2zD Instagram: https://social.ora.cl/6003wK2Hv Facebook: https://social.ora.cl/6005wK2Dv #NetSuite #CFOAgenda, #Accounting -------------------------------------------------------- Episode Transcript: 00;00;04;21 - 00;00;28;20 Hello, all you Suite listeners. Thank you so much for tuning in to the NetSuite podcast. I'm Megan O'Brien, a co-host of the podcast. Now you all are in luck because today's episode marks the start of a mini series we are doing called The CFO Agenda. As we approach the end of 2024, we wanted to gauge what's on the docket for finance and accounting leaders. 00;00;28;23 - 00;00;50;23 In the first installment of the series, we have Jess Wijesekera, SVP of Global Accounting for Vytalize Health, a leading value based care platform. If you attended SuiteWorld or if you tuned into NetSuite OnAir to watch the main keynote, you would have seen her make an appearance with NetSuite Founder and EVP Evan Goldberg. 00;00;50;25 - 00;01;19;08 Vytalize Health has grown by a casual 90,778% over the last three years, so this episode is a great pulse check on what high-growth companies are prioritizing this coming year. We talk all about Jess' background and her current role of Vytalize Health, the company's exponential growth, and her plans for 2025. With that, let's go ahead and dive in. 00;01;19;11 - 00;01;45;23 You're listening to the NetSuite Podcast, where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'll dive into the details about the software and the people at NetSuite who are behind all the moving parts. We'll also feature customer growth stories discussing the ups and downs of running a company and how one integrated system can help your business continue to scale. 00;01;45;25 - 00;02;03;26 Hi, Jess. How are you today? Hey, Megan. Good. Really great to be here. Good. We're so happy to have you. Yeah. Thank you. All right, well, we're going to dive right in because we have so much to cover. We want to hear, first of all, about your background. Did you always know that you wanted to get into accounting? 00;02;03;29 - 00;02;26;29 I did not. But I was always very good at organizing people and organizing projects. And I think that organization has always really been a part of who I am. It's going to sound silly, but in kindergarten I used to and tell them where and how to jump rope, and they always just happily listened to what I had to say. 00;02;26;29 - 00;02;57;23 And I felt really like a natural leader and I knew I wanted to do something that captured my personality. So, for me, accounting is just a really nice because it's taking project management and organization and unpacking a puzzle takes a lot of patience, which I'm learning to have a lot of patience, but it takes a lot of kindness for interacting with other departments and some tenacity with dealing with service providers. 00;02;57;23 - 00;03;31;23 So, I didn't know I always wanted to do it, but it is feeling like a really good fit. I couldn't help but stalk you a little bit on LinkedIn. You majored in accounting at Villanova, which is where I went. Yeah, Wildcats, you know, so I know I just had a great experience there and I chose it really because they had a very solid business school and I had this accounting professor who taught financial accounting, and he told me that accounting was the hardest major in the business school. 00;03;31;26 - 00;03;58;08 And if I could do accounting, that I could do anything, I could do finance, I could do management, I could do marketing. And he was really right. And I followed my accounting degree up with a master's in finance at Boston College. And it's really worked well, I think, to have this understanding of everything that's accounting is past and everything that's finance is future and we meet in the present. 00;03;58;12 - 00;04;28;26 So it's kind of helped shape my career and where it's gone. That is such a cool perspective on it. And, and speaking of your career, could you talk a little bit about your past roles and your path to where you are now? Yeah

Learn more about NetSuite's Business Grows Here event series: https://tinyurl.com/bdeabwr7 In this episode of the NetSuite Podcast, cohost Megan O'Brien sits down with JD Weinstein, Global Director of Oracle's Venture Capital Practice. He discusses the findings from a panel he moderated at NetSuite's Business Grows Here event stop in St. Louis [2:01]. They then play excerpts of the panel featuring Dan Conner, general partner at Ascend Venture Capital, and Craig Herron, managing principal at iSelect [8:50]. They discuss the advice they have for early-stage founders, including tripling the amount of investors they reach out to and tripling the amount of time spent fundraising [15:46]. Dan and Craig cover the status of dry powder since its 2021 highs [27:37]. They conclude by sharing their top takeaways for founders [36:25] Follow Us Here: Business Grows Here: https://tinyurl.com/bdeabwr7 JD Weinstein LinkedIn: https://www.linkedin.com/in/jdweinstein/ Dan Conner LinkedIn: https://www.linkedin.com/in/danconner1/ Craig Herron LinkedIn: https://www.linkedin.com/in/craig-herron-3a2801/ Oracle NetSuite LinkedIn: https://social.ora.cl/6000wKFhC X (Twitter): https://social.ora.cl/6007wK2zD Instagram: https://social.ora.cl/6003wK2Hv Facebook: https://social.ora.cl/6005wK2Dv #NetSuite #VentureCapital #Fundraising --------------------------------------------------------- Episode Transcript: 00;00;04;04 - 00;00;40;00 Hello everyone. Thank you so much for tuning in to the NetSuite Podcast. I'm Megan O'Brien, a co-host of the podcast. We have quite a unique episode in store for you all today. Recently, NetSuite has been hosting events in various different cities across the US called Business Growth Here. This tour is geared towards helping local entrepreneurs and business leaders discover strategies and tools essential for business expansion, as well as valuable insights on effectively managing all aspects of a growing business from cash flow to overall operations. 00;00;40;02 - 00;01;10;11 The events are tailored to the unique challenges and opportunities of each city and feature local leaders and visionaries. In the Saint Louis tour stop, one of the sessions that really stood out to me was a panel on the current venture capital landscape. It was moderated by JD Weinstein, global director of Oracle's venture capital practice, and featured Dan Conner, general partner at Ascend Venture Capital, and Craig Herron, managing principal at iSelect. 00;01;10;13 - 00;01;35;22 There's a lot of great insight in there around the market build back, what venture capitalists are looking for right now in companies, and how founders can increase their chances of getting funding. After hearing that, I knew I wanted to share the valuable insights with all of you, our wonderful listeners. With that, let's jump in, because you're not going to want to miss out on this episode. 00;01;35;24 - 00;02;02;02 You're listening to the NetSuite Podcast, where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'll dive into the details about the software and the people at NetSuite who are behind all the moving parts. We'll also feature customer growth stories discussing the ups and downs of running a company and how one integrated system can help your business continue to scale. 00;02;02;05 - 00;02;22;01 To kick us off, we have JD Weinstein, the global director of Oracle's venture capital practice, who moderated the panel. He joined us for a quick interview just to give an overview of the session and some of his key takeaways. Could you begin by telling our listeners a little bit about yourself and what you do for Oracle? Sure thing. 00;02;22;03 - 00;02;56;26 My name is JD Weinstein. I joined Oracle just over six years ago and now lead our global venture practice. I've previously worked for various early stage accelerator programs and strategic or corporate venture funds to help entrepreneurs grow their businesses with special advantages. At Oracle, we work alongside VCs globally to help early stage portfolio companies scale with our cloud technology solutions, global customer network, and rich enterprise ecosystem. 00;02;56;28 - 00;03;22;25 So that starts with NetSuite and Oracle Cloud infrastructure, but extends to database to Java and our rich application suite. We also make strategic equity investments alongside our M&A function under our corporate development line of business. You were the moderator for a session at the St Louis Business Grows Here event called Raising Capital to Fuel Growth in an AI-Driven Era. 00;03;22;27 - 00;04;00;10 Could you give us an overview of the panel for all our listeners? Sure. We covered a good bit of ground here, starting with the state of the economy and what it means for venture and founders growing their businesses in this era. I had the pleasure to interview Craig Herron, the managing principal of iSelect, a venture fund focused on the agrifood supply chain an

Register for On Air to access recordings of SuiteWorld keynotes, sessions, product demos, and more: https://bit.ly/3MOuMK8 In this episode of the NetSuite Podcast, cohost Megan O'Brien sits down with multiple guests to recap the SuiteWorld 2024 event. She is joined first by Craig Sullivan, group vice president of product management at NetSuite, who covers new UX and AI features announced at SuiteWorld [1:31]. Next, Carly Nesson, a social impact pro bono project manager at NetSuite, discusses the Hackathon 4Good, NetSuite's annual event at SuiteWorld where teams of "hackers" flex their technological prowess to create solutions for a nonprofit organization [11:25]. Lastly, Ranga Bodla, vice president of field engagement and marketing at NetSuite, closes out the episode by discussing learning opportunities and customer highlights from the event [16:25]. Follow Us Here: SuiteWorld homepage: https://www.netsuitesuiteworld.com/ NetSuite On Air registration: http://reg.rf.oracle.com/flow/oracle/sw24/attendeeportal24?source=PPC_Event_Horiz_SuiteWorld2024_0924 NetSuite Pro Bono email: [email protected] Carly Nesson LinkedIn: https://www.linkedin.com/in/carly-nesson-52809a3a/ Craig Sullivan LinkedIn: https://www.linkedin.com/in/craigssullivan/ Ranga Bodla LinkedIn: https://www.linkedin.com/in/ranga-bodla-bb45b/ Oracle NetSuite LinkedIn: http://bit.ly/NetSuiteLI Facebook: http://bit.ly/NetSuiteFB Instagram: http://bit.ly/NetSuiteIG Twitter: http://bit.ly/NetSuiteTW #NetSuite #SuiteWorld #AI -------------------------------------------------------- Episode Transcription: 00;00;01;23 - 00;00;31;29 Hey all you Suite listeners, you just tuned in to the NetSuite Podcast. I'm your co-host, Megan O'Brien. We're coming off SuiteWorld 2024. NetSuite's annual user conference in Las Vegas, and it was just packed with exciting updates, fascinating customer stories, and amazing learning opportunities. We wanted to bring all those insights to you, our listeners, in a SuiteWorld recap podcast episode. 00;00;32;02 - 00;00;57;21 We'll have several guests in this episode to cover the major happenings at this year's SuiteWorld, including NetSuite's vision for the future, new product announcements, freshly launched AI and UX features, results from NetSuite's annual hackathon event, and other great highlights. So whether you missed SuiteWorld this year or you just want a quick hit summary to supplement your SuiteWorld experience, you're in the right place. 00;00;57;23 - 00;01;31;25 With that, let's jump right in because it's time to get into everything SuiteWorld. You're listening to the NetSuite Podcast where we discuss what's happening within NetSuite, why we're doing it, and where we're heading in the future. We'll dive into the details about the software and the people at NetSuite who are behind all the moving parts. Will also feature customer growth stories discussing the ups and downs of running a company and how one integrated system can help your business continue to scale. 00;01;31;27 - 00;02;00;17 First up, we have Craig Sullivan, group vice president of product management at NetSuite, to cover the latest product updates announced at SuiteWorld, new AI features, and NetSuite's revamped user experience. Let's start with a fun one. What were some of your favorite moments from this year's SuiteWorld? So many. So many, Megan. I think if I was to really go right to it, participating in the product keynote is always a highlight. 00;02;00;20 - 00;02;20;09 The opportunity to share with the audience all the things that the teams have been working on is, you know, is always a proud moment. A proud moment for me and a proud moment for them. And I think the other thing is, you know, SuiteWorld is, you know, once a year it's an opportunity for catching up with customers, partners, and colleagues from around the world, too. 00;02;20;09 - 00;02;44;21 And that's always great to see folks that I haven't seen for a year or so. Yeah. Back in person again there in Las Vegas. During his keynote, NetSuite founder and executive vice president Evan Goldberg, called AI a force multiplier that can supercharge Net Suite's ability to fuel customer growth. Can you speak to some of the new AI features coming to NetSuite that will help make that a reality? 00;02;44;23 - 00;03;36;16 Absolutely, I completely agree with Evan. And, you know, firstly and we also think that Suiteness plus AI, where AI is operating across the entirety of the business dataset, can generate even deeper insights. And so things like EPM and the narrative reporting capabilities, where it's actually using generative AI to describe, you know, what the company's financials represent is an extremely interesting and time saving new set of capabilities, as well as predictive forecast explanations where, you know, the system itself will describe what it sees and provide explanation as for what's going on in the in the forecast. In NetSuite Analytics Warehouse, we have things like auto insigh