Tech Talks: An Architect's Perspective - Design Principles replay now available
The August edition of Tech Talks, An Architect's Perspective - Design Principles is now available for replay. On this episode, Nick Bolinger joins Tom Linton and Matt Kerslake to discuss the sound design principles that make up the CPM Blueprint and how those concepts can be used for training, reference and the start of a global-friendly design. The link below will expire on 9/18 so watch now! You can always watch this episode and all Tech Talks on Navigator as part of your Passport subscription. https://thoughtindustries-1.wistia.com/a/uwemw9pm43z15cuSeptember 25th: Platform Power Hour Webinar – Sales Performance Management
Join us on Thursday, September 25 at 10 AM ET / 4 PM CET to discover how Sales Performance Management (SPM) on OneStream unifies your revenue plan, actuals, and incentives in a single trusted platform. Plus, see how OneStream's SensibleAI™ Forecast enhances visibility so you can update plans faster, spot risks sooner, and keep your business on track all year long. You’ll learn how you can: Replace Excel with unified revenue planning. Use OneStream SensibleAI Forecast to surface risks and opportunities sooner. Automate commissions with 100% transparency. Align incentives to your business goals. Create a truly unified view from top-down to bottom-up. Can't attend? Register anyway and we'll send you a link to the recording.August 2025 Customer Newsletter
This month we're announcing Platform and Solution updates, releasing the Splash EMEA agenda, sharing how Angelo State University achieved 99%-time savings in financial reporting and so much more! View Newsletter The August 2025 OneStream customer newsletter includes: Product Updates - IdeaStream, Platform v9.1.0, and more OneStream Splash - EMEA agenda available now Education - New course, admin exam, and special offer Customer Story - ASU achieves 99% time savings for financial reporting Solution Exchange Spotlight - Sales Performance Management OneStream Solution Spotlight - Productivity Pack Upcoming Events, Webinars and User Group Meetings Blog - ChatGPT-5 is Smart, But Finance Needs SensibleAI™August 28th: Platform Power Hour Webinar – Productivity Pack
Join us on Thursday, August 28 at 10 AM ET / 4 PM CET to explore how the new OneStream Productivity Pack empowers finance and operations teams to take control of profitability, streamline analysis, and enhance compliance—without writing a single line of code. In this webinar, you'll learn how: Allocations Management puts finance in the driver’s seat with no-code configuration and full traceability. Analytic Drill Down enables flexible, user-driven exploration of data for faster insights. Admin Assist enhances audit readiness and system maintenance with powerful reporting and search tools. Can't attend? Register anyway and we'll send you a link to the recording.Platform Power Hour Webinar - Annual Operating Planning
July 31st: Platform Power Hour Webinar – Annual Operating Planning Join us on Thursday, July 31st at 10 AM ET / 4 PM CET to learn ‘5 Steps to Streamlining Annual Planning in OneStream’. In this session, we will: Outline the 5 key steps to streamline your AOP process, ensuring it remains relevant and flexible throughout the year. Explain how to automate tasks and leverage data-driven insights to enhance decision-making and performance. Provide a live demo of how you can implement continuous planning using OneStream. Answer your questions about Annual Operating Planning in OneStream. Can't attend? Register anyway and we'll send you a link to the recording.July 2025 Customer Newsletter
July 2025 Customer Newsletter We're excited to bring you the OneStream customer newsletter in a new interactive format. Quickly jump to your favorite sections, bookmark the newsletter to reference later, and share with colleagues. This month we're introducing you to the new Productivity Pack, offering discounted pricing on Splash EMEA passes, sharing how Valeo achieved 96% faster data configuration and so much more! View Newsletter The July 2025 OneStream customer newsletter includes: Product Updates - Productivity Pack & System Diagnostics OneStream Splash - EMEA Registration Now Open Quick Tips - Import templates in ESG Reporting and Planning Solution Customer Story - Valeo achieves 96% faster data configuration Readiness Toolkit - Get the most out of your OneStream data in Power BI Solution Spotlight - Planning Upcoming Events, Webinars and User Group Meetings Blog - AI Talent Shortage in FinanceJune 26th: Platform Power Hour Webinar - Genesis
Join us on Thursday, June 26 at 10 AM ET / 4 PM CET to learn how you can ‘Configure, Adapt, and Grow Without Limits’ using Genesis, a Plug-and-Play Architecture available in OneStream v9. In this webinar we’ll demonstrate how Genesis can help you: Easily design and deploy new financial and operational models, planning processes and reporting solutions Create highly curated and personalized dashboards, menus, and user experiences without code Modify existing dashboards to add additional reporting, analytics, and insights Incorporate AI into specific business workflows with AI Narrative Summarization and Commentary Can't attend? Register anyway and we'll send you a link to the recording.June 18th: ESG as a Strategic Imperative Webinar with BARC
As ESG Reporting becomes a top priority across organizations, finance teams are under pressure to deliver sustainability insights with the same accuracy and rigor as financial data. But how can you add ESG into your reporting process without adding complexity? Join OneStream and BARC for a discussion on how finance professionals can take the lead in ESG performance and compliance, using unified data and streamlined reporting. In this session, you’ll learn how to: How to align ESG and financial data into a single source of truth How to stay compliant with evolving regulatory requirements – without reinventing your process. In today’s complex environment, the ESG is more than a necessity—it’s your opportunity to lead. Own it. Register for this Webinar https://www.onestream.com/events/global-wbn-tl-esg-18jun2025/May 29th: Platform Power Hour Webinar - SensibleAI™ Forecast
Join us on Thursday, May 29 at 10 AM ET / 4 PM CET to learn how you can access SensibleAI™ Forecast from OneStream to produce fast, accurate, and transparent forecasts — without needing data science expertise. Webinar highlights: The challenges of traditional forecasting methods How SensibleAI Forecast transforms accuracy and speed Getting started with OneStream's no-code AI capabilities Why AI-powered forecasting is no longer optional Can't attend? Register anyway and we'll send you a link to the recording.April Cert Prep Webinar Announcement
The OneStream Certification Program is pleased to announce the next Certification Prep Webinar for the OneStream Certified Associate (OCA) – Implementation Foundations exam! Join us on Tuesday, April 15, 2025, at 11:00am ET as OneStream's Chris Loran and David DeLise facilitate a 60-minute session on these exam topics: Transformation Rules Confirmation Rules Workflow Dimensions …and more! Our experts presenting will be: Chris Loran, Sr. Solution Consultant David DeLise, Consulting Services Register today to reserve your space today! https://onestreamsoftware.zoom.us/webinar/register/WN_gfjDcOKPSBuodABnlGjpEQ#/registration
