Register Now: CPM Express Instructor Led Trainings
Instructor Led June 2-4, 2026 | Virtual | CET CPM Express (CPMx) IFRS accelerates time to value (TTV) with a completely extensible application, providing best practice design principles, with a flexible starting point, for customers to commence their OneStream journey. This course is designed to provide implementation consultants and system administrators with a detailed view of the CPMx IFRS offering, exploring the pre-built metadata structures, consolidation methods, workflows and forms, along with a number of optional elements that can be configured to enhance applications. Through instructor-led demonstrations and practical hands-on exercises, attendees will examine the key design decisions and steps required to leverage and extend the wide array of preconfigured “out-of-the-box” components. Date: Tue, Jun 2nd 2026 04:00 am – Thu, Jun 4th 2026 11:00 am (UTC-04:00 / EDT) Register Today Instructor Led June 2-4, 2026 | Virtual | EDT CPM Express accelerates time to value (TTV) with a completely extensible application, providing best practice design principles, with a flexible starting point, for customers to commence their OneStream journey. This course is designed to provide implementation consultants and system administrators with a detailed view of the CPM Express offering, exploring the pre-built metadata structures, consolidation methods, workflows and forms, along with a number of optional elements that can be configured to enhance applications. Through instructor-led demonstrations and practical hands-on exercises, attendees will examine the key design decisions and steps required to leverage and extend the wide array of pre-configured “out-of-the-box” components. Date: Tue, Jun 2nd 2026 09:00 am – Thu, Jun 4th 2026 05:00 pm (UTC-04:00 / EDT) Register Today
Make the Most of Splash 2026: Come Find Global Education Services (GES)
If you’re heading to OneStream Splash 2026, make time to connect with Global Education Services (GES). Our goal is simple: help you leave Splash with clearer next steps, stronger skills, and more confidence in how you use OneStream. Whether you’re early in your journey or scaling across teams, you’ll find practical, role‑based ways to learn and engage with GES throughout the event. Join Us for GES Learning Labs (Hands‑On and Practical) Looking to go deeper than inspiration? GES Learning Labs are designed to help you apply what you learn—right away. These optional, in‑person sessions focus on real OneStream use cases and range from introductory to more advanced topics. Labs vary in length and offer hands‑on learning with expert guidance. View the full schedule Tip: You must be registered for Splash to attend a Learning Lab. If you’re already registered, you can add Labs through your attendee portal. Stop by the GES Booth (Bring Your Questions) The GES booth is the best place at Splash to: Talk through training and certification options Get help navigating learning paths for your role Ask questions about adoption, readiness, and scaling OneStream across your organization Whether you’re building internal capability, supporting a Center of Excellence, or planning your next phase with OneStream, our team is there to help you map what’s next. Learn More We’ll also be sharing reminders about who to meet and when at the booth as the event agenda finalizes. Certification at Splash: Start or Continue Your Path If certification is on your radar, Splash is a great moment to engage. At Splash, you’ll be able to: Connect with the Certification team Learn which certifications align to your role Get guidance on preparing for exams and next steps Already certified? Visit the Certification booth to claim your lapel pins for each certification. New exam coming soon: OCS – Financial Close (planned release mid-June) Explore OneStream Certification View active Certification Exams Want to help develop a certification exam? Ask how you can help! Certification is one of the most effective ways to validate expertise, build credibility, and strengthen long‑term OneStream success. See What’s New in GES While You’re at Splash Splash is also where we’ll highlight what’s happening across GES beyond the conference—including training, certification, and community resources you can continue using after the event. You’ll hear more about: A new OneStream Community is coming June 8—register today (for free). The first Ask the Expert event—featuring Jack Lacava—is coming this summer. Complete the Splash Community survey to earn your digital Splash 2026 Community badge. Why Visit GES at Splash? Because education is one of the fastest ways to accelerate time‑to‑value with OneStream. Customers who know where to start—and what to learn next—move faster, rely less on rework, and get more from the platform. If you want Splash to translate into real progress back at work: Join a Learning Lab Visit the GES booth Explore certification options We look forward to seeing you there!Course Announcement: OneStream Architecture: Designing Applications Update
Course Description: This course focuses on designing OneStream applications that remain performant as data volumes and reporting requirements increase. You will explore how application structure, dimensionality, and data organization influence calculation speed, storage behavior, and reporting performance. Practical design approaches are introduced to help reduce unnecessary workload, streamline processing, and support reliable, scalable reporting. Delivery Types: On-Demand (OD) Duration: 9 hours Availability: Customers, Partners, and Employees Course Link: OneStream Architecture: Designing ApplicationsPrivate Training, Your Project Milestone
Every implementation reaches the same moment. Progress slows. Questions start stacking up. Decisions feel heavier. And someone finally says: “We probably need training.” The difference isn’t whether training happens—it’s how. When Training Becomes a Checkbox For some teams, training is treated as something to fit in. A public class someone can attend if their calendar allows. A few on-demand courses shared across the team. Learning that happens individually, at different times, in different ways. Training technically happens. But the project doesn’t really move forward because of it. Because it’s disconnected from the work: Individuals learn in isolation Knowledge develops unevenly Key decisions still happen later—without shared context When Training Becomes a Turning Point For other teams, that same moment leads to a different decision. They pause. They get intentional. They plan training as part of the project—not around it. They treat training as a milestone. And that changes what happens next. Training as a Project Milestone When training is planned intentionally, it’s tied to a specific moment in the implementation—not treated as a side activity. Private training works best when it aligns to key transition points, such as: Before design workshops begin Before hands-on build starts Before ownership shifts from partner to customer At that point, the question shifts from: “Who can attend training?” to: “What does our team need to be able to do next?” That’s when training becomes a readiness checkpoint—not just education. Why Private Training Works During Implementation During an active implementation, teams aren’t learning in isolation. They’re: Designing workflows together Making architectural decisions together Owning outcomes together Success depends on shared understanding—not just individual progress. Public and on-demand training absolutely have their place: Individual skill building Flexible scheduling Ongoing learning outside project timelines But implementation success requires alignment in the moment. Private training brings the team together: Same time Same content Same context Instead of catching up later, the team moves forward together. What Changes When Teams Train Together When training is aligned to the project, the impact is immediate. Decisions happen faster. Assumptions surface earlier. Rework is reduced. Teams that plan private training as a milestone move more confidently through implementation phases—and avoid the slowdowns that typically appear later. And they leave with: A shared language across roles Alignment on design decisions and best practices Confidence to move forward without re-explaining or re-teaching Immediate momentum inside their live implementation “As a trainer, I get to watch learners become more technically proficient in real time, and with that proficiency comes confidence and excitement. When users and administrators see OneStream easily complete processes that used to be manual or handled through workarounds, their thinking shifts from How do I do this? to What else can we do? This enthusiasm creates day-to-day champions who share wins, create better approaches, and bring others along, building the momentum that drives adoption and growth. It’s a chain reaction: proficiency builds confidence, confidence builds curiosity, and curiosity builds enthusiastic champions who keep expanding what’s possible.” - OneStream Instructor The project doesn’t pause for training. Training pushes the project forward. From “We Need Training” to “We Planned This” The most successful teams don’t wait for friction to appear. They plan training intentionally—as part of their implementation strategy. They know when training is meant to: Reduce risk Create alignment Unlock the next phase of work And they choose the format that supports the team—not just the calendar. Ready to Plan Private Training for Your Team? The earlier you plan training, the more it accelerates everything that follows. Private training is most effective when it’s aligned to your implementation phase and project goals. To get started: Create a case in ServiceNow to request private training, or Reach out to your Customer Success Manager (CSM) to discuss timing and options They’ll help you determine the right approach based on where your project is today—and what your team needs to be ready for next.Course Announcement: Working with Dynamic Grids
Course Description: This course is intended for administrators or consultants who want to use the Dynamic Grids component in their dashboards. It introduces the Dynamic Grid component and walks you through how to use the component itself, as well as the corresponding Workspace Assembly Dynamic Grid Service file Delivery Types: On-Demand (OD) Duration: 1 hour, 40 minutes Availability: Customers, Partners, and Employees Course Link: Working with Dynamic GridsHow to Choose the Right OneStream Instructor-Led Training in 2026
The impact of OneStream training depends on more than access—it depends on timing. Choosing the right course at the right moment can accelerate adoption, confidence, and results. New administrators can feel overwhelmed during onboarding Power users may be blocked waiting on others Executive teams often expect insights before teams are ready to deliver Instructor-led training is designed for these moments. As part of OneStream's Expertly Guided Learning approach, instructor-led training connects you directly with experienced practitioners who provide hands-on guidance, real-world context, and practical application. Why Choose Instructor-Led Training? Learn directly from OneStream experts Work through hands-on exercises with guidance Ask questions and solve real challenges in real time Build confidence faster with structured instruction Find The Right Course For Your Role And Situation Getting started or onboarding a new team If you are new to OneStream or preparing for implementation, Getting Started with OneStream + OneStream Administration provides the foundation needed to build confidence, reduce reliance on external support, and establish strong platform fundamentals. View upcoming ILT sessions for new administrators Live but still relying on consultants If your team is live but still depends on partners or consultants for ongoing changes, Implementing OneStream helps you take ownership of design decisions, operational processes, and long-term platform management. View upcoming implementation-focused sessions Reporting and dashboards are a bottleneck If reporting is slowing your team down, Building Basic Reports and Building Dashboards help power users create, manage, and deliver insights more efficiently. View reporting and dashboard training sessions End users living in Excel If your teams rely heavily on Excel, the Excel Add-In for End Users course helps users stay connected to OneStream while improving day-to-day productivity. View upcoming Excel Add-In sessions When should you attend instructor-led training? The most effective teams align training with key milestones: New team onboarding Pre- or post-go-live transitions Role changes or expanded responsibilities Upcoming reporting cycles Instructor-led sessions have limited capacity and often fill weeks in advance—especially around key milestones—so planning ahead is recommended. Extend your learning Many teams combine instructor-led training with Navigator Passport to reinforce learning and continue building skills after the course. Select courses also support certification preparation, helping you move from learning to recognition. Explore the full 2026 instructor-led training schedule If you are unsure which course is right for you or your team, a Global Education Services (GES) advisor can help you identify the best path forward.Course Announcement: Building C# Logic - Control Flow, Error Handling, and Methods
Course Description: This OnDemand module is intended for implementors and administrators who are new to coding and/or C# in OneStream. This module introduces how to create different types of C# statements to control program flow. It reviews selection statements (if, if-else, and switch), loop statements (for, foreach, do, and while), exception handling (try-catch), jump statements (break, return, and continue), and method calls. These statements allow code to execute based on conditions, execute multiple times, catch and log errors, exit code blocks, and call methods to perform actions. You will also learn how to identify, write, execute, and troubleshoot these statements. Delivery Types: On-Demand (OD) Duration: 1 hour, 20 minutes Availability: Customers, Partners, and Employees Course Link: Building C# Logic - Control Flow, Error Handling, and MethodsCourse Announcement: OneStream Architecture: Smart Integration Connector Update
Course Description: This course is designed for individuals responsible for integrating data into a OneStream Cloud environment. It covers how to install Smart Integration Connector (SIC), how to connect to data sources to bring the data into OneStream, and how to leverage business rules within SIC. Delivery Types: On-Demand (OD) Duration: 3 hours Availability: Customers, Partners, and Employees Course Link: Smart Integration Connector TrainingCourse Announcement: Narrative Reporting Update
Course Description: This course the covers the creation, review, and approval of narrative books by combining live OneStream data, reporting artifacts, and written commentary in a single, trusted interface. You’ll learn how to streamline narrative assembly, reduce reporting risk, and collaborate efficiently. Delivery Types: On-Demand (OD) Duration: 1 hour 30 minutes Availability: Customers, Partners, and Employees Course Link: Narrative Reporting TrainingBuild Faster. Configure Smarter. Deliver More with Genesis.
Genesis introduces a powerful way to build, configure, and deliver OneStream applications without heavy custom development or coding. But the real value of Genesis comes when the right people know how to use it effectively. That’s why we’re excited to introduce a full course covering the basics of using Genesis —a comprehensive learning experience designed to help you move from foundational knowledge to real-world execution. Whether you’re building dashboards, administering environments, branding interfaces, or delivering polished solutions, this course equips you with the skills to confidently deliver with Genesis. A Complete Genesis Learning Experience The Genesis course brings all of our Genesis skills together into a cohesive, end-to-end experience focused on practical application. You won’t just learn what Genesis can do—you’ll learn how to use it to deliver value faster across your organization. Through hands-on instruction and real-world scenarios, you’ll learn how to: Build and structure Genesis instances for different use cases and audiences Design intuitive navigation, dashboards, and reporting experiences Create data entry forms and reports with integrated commentary Apply branding to deliver a polished, user-friendly interface Administer and govern Genesis environments for scalability and long-term success The result: greater adoption, faster delivery, and reduced dependency on custom development. Flexible Delivery Options to Fit Your Needs The Genesis course is designed to meet you where you are, with flexible ways to learn: On-Demand – Learn at your own pace with step-by-step instruction and hands-on practice. On-demand access is included with a OneStream Passport subscription. Instructor-Led Training (ILT) – Participate in a live, guided experience with a OneStream expert, complete with demonstrations, interaction, and real-time Q&A. Prefer a more targeted approach? All Genesis content is also available as individual micro-courses, allowing you to focus on specific skills or roles without committing to the full course right away. What You Gain 1. Genesis Overview and Installation Learn how to download, install, and configure Genesis in your OneStream applications and download and upload the Genesis Content Blocks for building solutions. You will be able to: Explain Genesis’s purpose and benefits Install and configure Genesis for use Load Genesis Content Blocks Start the Module (Log in to Navigator to launch) 2. Building the Structure of a Genesis Instance Learn how to build Genesis solutions with application groups, navigation groups, pages, and content blocks, and describe their roles in the Genesis interface and functionality. You will be able to: Build Genesis structures with Application Groups, Navigation Groups, and Pages Inject Content Blocks into Genesis Pages Link Cube Views to Content Blocks Start the Module 3. Building a Form Using Genesis Learn how to create data entry forms in Genesis and explore features that can enhance these forms. You will be able to: Inject a Cube View Advanced Content Block Configure the Cube View Advanced filters and buttons View and use the Cube View Advanced content block page Start the module 4. Building a Report with Commentary Using Genesis Learn how to construct reports with commentary in Genesis and examine the necessary configurations needed for the report to work. You will be able to: Inject a Cube View Comments content block Configure Cell Member Filters for Commentary Add and view comments in the report Start the module (Log in to Navigator to launch) 5. Building a Reporting Analysis Dashboard in Genesis Learn how to assemble meaningful dashboards using Genesis content blocks to deliver insights your users need. You will be able to: Structure dashboards for clarity and usability Combine content blocks to support reporting and analysis Deliver self-service insights without custom development Start the module 6. Creating a Genesis Instance Learn how to create and prepare Genesis instances to support different workflows, audiences, or environments. You will be able to: Create new Genesis instances correctly from the start Prepare instances for reporting, planning, or operational use Support governance, testing, and scalability Start the Module 7. Administering Genesis Learn to manage Genesis confidently as an administrator, so your solutions remain clean, secure, and scalable. You will be able to: Perform core administration tasks in Genesis Manage instances, structure, and access Support long-term maintainability and growth Start the Module 8. Branding the Genesis User Interface Learn to deliver a polished, user-friendly experience by tailoring Genesis to your organization’s look and feel. You will be able to: Customize colors, buttons, and interface elements Create a consistent, branded user experience Improve adoption through intuitive design Start the Module 8. Genesis Challenge This hands-on, scenario-based experience mirrors real-world Genesis tasks and is designed to fit anywhere in your learning journey. You can jump in early to explore and learn through practice, or complete it later to apply and reinforce skills from the other Genesis micro-courses. Guidance and references to recommended learning are available on demand as you work through each task. Use your skills to: Set up and configure a Genesis instance Build navigation, dashboards, and interface elements Apply branding and perform administrative tasks This interactive experience reinforces knowledge and skills and builds real confidence. Start the Challenge Who This Genesis Course Is For This course is ideal for: OneStream Administrators who want to configure, manage, and govern Genesis with confidence Power Users building dashboards and analytical experiences without relying on developers Implementation and Solution Leads responsible for delivering scalable, polished solutions Organizations looking to accelerate time to value and standardize delivery using Genesis Whether you’re just getting started with Genesis or looking to deepen your expertise, this course helps you turn capability into impact. Get Started with OneStream Passport The on-demand Genesis course is available with OneStream Passport, our all-access subscription for premium learning. With Passport, you get: Unlimited access to OneStream on-demand training, including the full Genesis course and micro-courses Continuous content updates as the platform evolves Exclusive savings, including 25% off instructor-led training (ILT) and other offerings Passport is the fastest way to build and maintain deep OneStream expertise—while giving your team flexibility and cost savings.
