Webinar
Practical AI in NetSuite: What MCP connectors mean for finance, Ops and IT
NetSuite 2026.1 introduced more than 15 AI features in what Evan Goldberg called "the biggest update in NetSuite's history." Most of it requires real adoption work — permissions to redesign, governance to define and a new front door, the MCP connector, that determines what artificial intelligence (AI) tools can actually see and do within your environment.
This webinar moves past the hype and into what's shipping today. You'll see Claude reach into a live NetSuite instance through Baker Tilly's Precision AI connector, watch the SuiteCloud Developer Assistant generate working SuiteScript with tests and documentation in minutes and walk away with a concrete view of where AI-augmented NetSuite is heading — including Autonomous Close, the open agentskills.io standard NetSuite became the first ERP to adopt and the four new role archetypes most adoption frameworks skip.
If you've been asked, "What's our AI plan for NetSuite?" and need something better than a feature list, this session is for you.
Chris Millet
Managing Director, NetSuite Solutions Practice, Baker Tilly
Chris has partnered with businesses, owners and managers to help them reach both personal and organizational goals since 2000. With direct involvement in hundreds of system implementations, he’s skilled in implementing leading practice accounting and reporting processes, financial planning, profit improvements, internal controls, and IT systems. Chris’s knowledge and experience spans several industries, including retail, wholesale, distribution, manufacturing, shipping and logistics, global sourcing, engineering, and import/export.
Prior to joining the firm, Chris consulted on enterprise resource planning (ERP) implementation, working directly with clients to document and validate their business requirements, map them to NetSuite functionality, and configure and customize the NetSuite application to meet their business requirements.
Matt Dahse
Senior Manager, NetSuite Solutions – Technical leader
Matt has been helping clients with software solutions since 1999, with a focus in ERP system automations, integrations, and business system efficiencies. He is experienced in developing customizations to NetSuite ERP using JavaScript as well as system-to-system integrations, user interface improvements, workflows, approval processes, inventory management, and automation. Prior to joining Moss Adams, Matt was a principal solution architect at 360 Cloud Solutions.
By the end of this session, attendees will be able to:
- Explain the purpose of MCP connectors within the NetSuite AI architecture, including how authentication, context management and governance are handled within the connector layer.
- Differentiate between Precision AI and the out-of-the-box NetSuite MCP connector and determine the appropriate solution based on organizational use cases and implementation requirements.
- Identify role-based AI use cases across finance, operations, sales/service and IT/development functions, including close management, reconciliation, exception handling, Customer 360 insights, subscription health monitoring and v1-to-v2.1 conversion support.
- Assess governance, permissions and data classification considerations required before enabling agentic AI capabilities, including Autonomous Close, Intelligent Payment Automation and external AI tool access.
- Distinguish the responsibilities of emerging AI governance roles, including AI Champion, AI Output Reviewer, AI Governance Owner and Agentic Workflow Owner.
- Determine an appropriate next step on the NetSuite AI adoption road map based on organizational size, audit requirements, and current 2026.1 readiness.
Information about CPE eligibility
There are no prerequisites for this event, and advance preparation is not required. There is no cost to attend this event.
Level: Overview
CPE credit: Two (2) hours total credit
Field of study: Information Technology
Target Audience: NetSuite Clients
CPE host: Chris Millet
A certificate of completion will be emailed to you four to six weeks following the event.
For more information regarding administrative policies such as complaint and refund policies, please email [email protected].
Baker Tilly Advisory Group, LP 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: nasbaregistry.org.