About
Sam has more than 20 years of experience in Enterprise Applications Companies building…
Articles by Sam
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Strategies that Scale: Lessons from SuiteWorld 2025
Strategies that Scale: Lessons from SuiteWorld 2025
Last month at SuiteWorld, I had the privilege of sitting down with leaders from four companies: Shopify, a global…
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2024 Roadmap: How to Drive Business Efficiency and Growth
2024 Roadmap: How to Drive Business Efficiency and Growth
Sam Levy, Senior Vice President of Growth and Operations, Oracle NetSuite The beginning of each year is a valuable time…
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Top Five Reasons to Join NetSuite
Top Five Reasons to Join NetSuite
I’ve been in sales at technology companies from the start, working my way up over the years at a variety of enterprise…
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Why Consider Business Process Outsourcing for your Business?
Why Consider Business Process Outsourcing for your Business?
Why Consider Business Process Outsourcing for your Business? Business Process Outsourcing (BPO), once considered the…
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Manufacturing and Distribution in the Cloud: There's No Time Like the Present
Manufacturing and Distribution in the Cloud: There's No Time Like the Present
[Third in a series: In previous articles, we framed the importance of matching cloud adoption to business strategy, as…
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Finding a Provider that Works With You is Critical to Cloud Success
Finding a Provider that Works With You is Critical to Cloud Success
Sam Levy, Vice President of Sales at NetSuite [Second in a series: In the previous post, we discussed the importance of…
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Business Transformation in Wholesale Distribution: Let Business Strategy Drive Cloud Adoption
Business Transformation in Wholesale Distribution: Let Business Strategy Drive Cloud Adoption
Cloud computing today is about much more than cutting costs or jettisoning servers. It's also about more than…
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What makes NetSuite unique for Businesses?
What makes NetSuite unique for Businesses?
NetSuite is your Partner for Business Disruption Anna Wells, executive editor of Industrial Distribution, noted in a…
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The March to the Cloud - Why is Cloud so Critical for Businesses?
The March to the Cloud - Why is Cloud so Critical for Businesses?
The March to the Cloud Continuing on the series that my colleague Ranga Bodla started with the Acceleration of…
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Communicating with Millennials
Communicating with Millennials
Communicating with Millennials While technology has been embraced in most of areas of the corporate world, there are…
6 Comments
Activity
23K followers
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Sam Levy shared thisGot questions about NetSuite AI Connector Service? Hear from NetSuite customers who know it best. Join live on May 13 for open office hours and get the answers you need. https://lnkd.in/gCkSmiFU
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Sam Levy shared thisImagine saving hours every single day for everyone, NetSuite AI Connector makes it possible for every user todaySam Levy shared this"The NetSuite AI Connector Service is going to help you do things that you couldn't have done before.” With our AI Connector Service, you can connect your NetSuite data to LLMs like Claude and ChatGPT. Watch how our customer Pelco Products, Inc. gets more out of its data, generates code for complex processes, and gives leadership insights down to the minute. On May 19, see how you can too. https://lnkd.in/enQcQa9b
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Sam Levy shared thisNot sure where to start with AI? NetSuite Customer Success AI Services helps you choose the right AI capabilities, build a tailored roadmap, and turn plans into action. Get started on May 6. https://lnkd.in/gdGU8NwB
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Sam Levy shared thisFrom MRP to #AI-powered ERP, NetSuite shares how decades of evolution turned ERP systems into real-time decision engines. Read here: https://lnkd.in/g7649R2a
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Sam Levy shared thisSet your business up for success with AI-powered ERP. NetSuite showcases the modules that power every part of your business. https://lnkd.in/gQ96SUmY
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Sam Levy shared thisJust announced! With new NetSuite SuiteCloud Agent Skills, developers can use AI coding agents to build, review, and deploy customizations faster using natural language and AI coding agents. Check out the latest update here: https://lnkd.in/gFZhsw7c
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Sam Levy shared thisExcited for this upcoming NetSuite AI Connector Service Live session Whether you're just starting your AI journey or already deep in implementation, this is a great opportunity to learn from real users and industry leaders. Think of it as your chance to get both AI 101 and a PhD-level perspective—all in one place. Join us to hear practical insights, real use cases, and ask your questions live. #NetSuite #AI #DigitalTransformation #ERP #InnovationSam Levy shared thisHave burning questions about our AI Connector Service? Ask the experts...and we don’t mean us (even though we are!) We’re hosting a LIVE event with our customers who have been using the NetSuite AI Connecter Service. Join us live on May 13 for open office hours with Berry Carter, Bill Feck, Sloan Session, CPA, and Lauren Polasek and get your questions answered from your peers. Drop your questions below if you want to get a head start.
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Sam Levy shared thisTalk about a perfect fit. See why Faherty and NetSuite are better together. https://lnkd.in/gWRjjJCD
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Sam Levy shared thisGrateful for the opportunity to speak with the incredible students and faculty at the College of Engineering, Computer Science, and Technology at Cal State LA. It was a privilege to share lessons from my journey from startup environments to scaling global enterprise software and to engage with such a thoughtful and driven community. A sincere thank you to Dean Nancy Warter-Perez and Nader Nemati for the invitation and warm welcome. Excited to see the impact this next generation of innovators will make. #CalStateLA #Leadership #Entrepreneurship #Innovation #NextGen #ECST
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Sam Levy liked thisSam Levy liked thisReturns chaos? Not anymore. 🚀 NetSuite recently launched the Loop Returns Connector — and it's a game-changer for Shopify merchants. Here's what it brings to the table: → No more manual reconciliation → Automatic RAs, Item Receipts & Cash Refunds in NetSuite → Transaction timing synced across both systems → Full visibility into every return and exchange As a NetSuite Alliance Partner, we can help you get it configured and live. If returns are a pain point in your Shopify + NetSuite setup, drop a comment or DM us. 💬 #NetSuite #Shopify #LoopReturns #ECommerce #AlliancePartner #ERPIntegration #ReturnsManagement
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Sam Levy liked thisSam Levy liked thisCFO Leadership Council is hosting its first Dolphin Tank: a live session where an early-stage company building for the Office of the CFO presents its product and gets real, unfiltered input from CFOs. If you are a CFO, I hope you'll attend. The opportunity here is twofold: Get an early look at an emerging finance technology Help shape it with practical, candid feedback This is not about raising capital. It’s about product direction—what works, what doesn’t, and what CFOs actually need. Our first presenting company is Meshly, a schema-aware trust layer that translates data between CRM, contracts, and billing systems. They won the pitch competition at FATE last fall, and I’ve stayed in touch with the founder (Sandra Bustos) since. We chose the name “Dolphin Tank” because it reflects our community—smart, collaborative, and constructive. The goal isn’t to tear anything apart, but to make it better. If you’re curious about where finance technology is heading—or want a hand in shaping it—I think you’ll enjoy this. You can register here: https://lnkd.in/eNHErf2H
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Sam Levy liked thisSam Levy liked this“The NetSuite AI Connector Service is going to help you do things that you couldn’t have done before.” See how Pelco Products connects its NetSuite data to Claude to generate code, uncover real-time insights, and get more from its data. See how you can too on May 19. https://lnkd.in/gsM5tQUc
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Sam Levy liked thisSam Levy liked thisAt our Atlanta CFO Alliance roundtable, one message came through loud and clear: Technology is not the real issue. Decision velocity is. The conversation focused on a challenge many finance leaders are feeling firsthand: AI and automation may speed up reporting, analysis, and output distribution, but they do not automatically improve decisions. Without data accuracy, process discipline, stakeholder alignment, and governance, the business can move faster without actually moving better. Some of the biggest themes from the room: Data accuracy still matters more than speed Automation and AI solve different problems The CFO role is becoming even more operational, cross-functional, and strategic Governance, risk management, and talent development have to keep pace with adoption Technology investment only pays off when it improves how decisions get made Thank you to the 25 CFOs who made this such a candid and valuable discussion. Appreciation as well to Nick Araco JR, Benjamin Lehrer, Greg Wood, Brian Kalish, Justin Keebler, CPA, Cody Garrish, Marguerite Pressley Davis for helping shape the conversation. And thank you to our partners: BILL - Tyler Fortenberry NetSuite - Brian Ergle Caravel | BPM Technology Solutions - Hyrum Gray These peer conversations continue to reinforce an important truth: AI is not replacing finance leadership. It is making strong finance leadership even more essential. #CFOAlliance #CFO #FinanceLeadership #AIAdoption #AIGovernance #DecisionMaking #OperationalFinance #FinanceTransformation
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Sam Levy liked thisSam Levy liked thisWe’re proud to share that Builders’ Dan Bauer, Chief Financial Officer, has been named a finalist for the Atlanta Business Chronicle’s 2026 CFO of the Year Awards in the Community Service category. This recognition highlights financial leaders across Atlanta who demonstrate strong leadership within their organizations while making a meaningful impact in the communities they serve. Dan’s selection reflects not only his leadership at Builders, but also more than three decades of financial leadership and community involvement across the Atlanta business community. Dan’s commitment to both financial stewardship and community engagement reflects the values we prioritize at Builders—supporting not only our business, but the people and communities connected to it. Congratulations, Dan, on this distinguished recognition. The CFO of the Year Awards will be held May 21 at the Georgia Aquarium in Atlanta. Full article ➡️ https://lnkd.in/eTS6EhWs #InsuranceBuiltStrong #AtlantaBusiness #Leadership Atlanta Business Chronicle
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Sam Levy liked thisSam Levy liked thisWhat an incredible day in Singapore at the Oracle #AIWorld Tour, where I had the privilege of opening the keynote and talking about something I genuinely believe: we are living through a once-in-a-generation reset of expectations, for technology, for our organizations, and for ourselves. And there is no better place to reflect on that than Singapore. From the moment you land at Changi to getting around on public transport that just works, what strikes you is that everything here is engineered by design. That resonates deeply with the Oracle #AI philosophy. Engineered by design, built into every layer of the enterprise stack. Oracle product leaders across Database, AI Data Platform, OCI and SaaS joined me on stage to bring this to life, showcasing the latest AI innovations our customers can leverage to transform their businesses. It was a privilege to welcome Senior Minister of State Low Yen Ling to the stage, and hear her speak about the government-backed AI initiatives in collaboration with Oracle. And it was great to hear from Hoon Ping Ngien, Group CEO of SMRT Corporation Ltd, Singapore’s rail and public transport that moves millions of commuters every day, and Philip Tan, Group CFO of Boroo Pte. Ltd, one of Mongolia’s leading gold mining operations, on how AI is reshaping decision-making and operations across industries. It is always a privilege to be in Singapore, and we are only just getting started. Garrett Ilg, Ben Scarborough, Hasan Rizvi, Rondy Ng, Srikant Gokulnatha, Ying Loong, Chin
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Sam Levy liked thisSam Levy liked thisThe future of NetSuite is coming soon. Get ready for what’s 𝘯𝘦𝘹𝘵. https://lnkd.in/gwiw_whG
Experience
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Education
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San Diego State University
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Activities and Societies: Kappa Alpha Order, Rotaract College Organization, SDSU Ambassadors, Interfraternity Council Executive member
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Paradigm
What Boise Cascade Company leaders teach us: Psychological safety, shared credit, and ownership of mistakes enhanced performance during mergers and tight timelines. Joseph Slawson shared this on Episode 2 of the Paradigm Industry Insiders podcast. 18 years running ERP and CPQ implementations at Boise Cascade. His team rolled out WMS across sites, integrated acquisitions under hard deadlines, and kept delivery on track. The habit that mattered most? Documenting what worked and what broke after every rollout… Then letting specialists execute without micromanaging. Teams moved faster when they knew mistakes wouldn't land on them. Watch: https://lnkd.in/gmJRAim6 Listen: https://lnkd.in/gY8CJG3g
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Bay Street Group LLC
News: Armanino Expands ERP Capabilities with Keystone Business Services Integration: San Ramon, Calif.-based IPA 100 firm Armanino LLP (FY24 net revenue of $697.4 million) has announced the integration of Keystone Business Services, an Oracle NetSuite Solution Provider. The move enhances Armanino’s ERP and consulting offerings by incorporating Keystone’s specialized NetSuite practice, further strengthening the firm’s leadership in cloud-based business application solutions. Founded more than 20 […] The post Armanino Expands ERP Capabilities with Keystone Business Services Integration appeared first on Inside Public Accounting. http://dlvr.it/TNpHZn via IPA #CPA #accounting #firms
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CPA Trendlines Research
News: Armanino Expands ERP Capabilities with Keystone Business Services Integration: San Ramon, Calif.-based IPA 100 firm Armanino LLP (FY24 net revenue of $697.4 million) has announced the integration of Keystone Business Services, an Oracle NetSuite Solution Provider. The move enhances Armanino’s ERP and consulting offerings by incorporating Keystone’s specialized NetSuite practice, further strengthening the firm’s leadership in cloud-based business application solutions. Founded more than 20 […] The post Armanino Expands ERP Capabilities with Keystone Business Services Integration appeared first on Inside Public Accounting. http://dlvr.it/TNpHZl via IPA #CPA #accounting #firms
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