Certification Prep Webinar - OneStream Certified Professional (OCP) - Core Platform Architect Exam
Are you ready to schedule your OneStream certification exam, but need a little more preparation? The OneStream Certification Program is pleased to announce our first Certification Prep Webinar for the OneStream Certified Professional (OCP) – Core Platform Architect exam! Join us on Monday, November 24, 2025, at 10:00am ET as we will have experts from OneStream facilitate a 60-minute session on these exam topics: Cubes Workflows Data Collection ...and more! Our experts presenting will be: Ryann Hristovsky, Director, Black Diamond Carlo Testoni, Senior Instructor, OneStream Ricky Parkash, Senior Instructor, OneStream Register today to reserve your space!251Views3likes2CommentsTech Talks: Designing with OneStream Genesis Replay Available!
Tech Talks: Designing with OneStream Genesis is now available. On this edition of Tech Talks, Doug Kinchley and Jacqui Slone return to take a further look at OneStream Genesis, including using embedded blocks and layouts. This replay is FREE to all OneStreamers and does not have an expiration date so watch as often as you like!135Views3likes0CommentsJune 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.108Views2likes0CommentsMay 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.91Views2likes0CommentsOCS Reports & Dashboards Certification Prep Webinar
Are you preparing to schedule your OneStream Certified Specialist (OCS) – Reports and Dashboards exam and looking for additional preparation? The OneStream Certification Program is pleased to announce our second Certification Prep Webinar for the OCS – Reports and Dashboards exam. Join us on Tuesday, March 31, 2026, at 11:00am ET for a 60-minute session led by OneStream experts. This webinar will review key topics covered on the exam and provide additional context to support your exam preparation. Topics Covered The session will focus on the following exam topics: Cube Views Dashboard Parameters Dashboard Components Additional related concepts Our Experts Presenting The webinar will be facilitated by the following presenters: Kurt Mayer, Senior Solutions Architect, Perficient Matt Grundey, Principal Software Instructor, OneStream Nicky Baretta, Manager, Remote Consulting, OneStream Registration Register today to reserve your space. Missed the First Prep Webinar? The previous Certification Prep Webinar for the Reports and Dashboards exam is available on the Navigator site and can be used as an additional study resource.104Views1like0CommentsTech Talks: Designing with OneStream Genesis registration now open!
On this edition of Tech Talks, Doug Kinchley and Jacqui Slone return to take a further look at OneStream Genesis, including using embedded blocks and layouts. Register now and save our seat! https://www.onestream.com/events/tech-talks-designing-with-onestream-genesis/109Views1like0CommentsOctober 30th: Platform Power Hour Webinar – The Modern Close
Join us on Thursday, October 30 at 10 AM ET / 4 PM CET to discover how to make the financial close process faster, smarter, and more strategic by unifying, automating, and de-risking every step—from transaction creation to financial reporting—so you can OWN the close like never before. In this webinar, we'll demonstrate how: Transaction matching automates high-volume matching across multiple sources with proven volumes & performance – surfacing exceptions early and accelerating reconciliations, certifications, and consolidations. Anomaly detection leverages machine learning for AI-powered reconciliations to surface exceptions and spot anomalies ensuring completeness and accuracy before consolidation. Journal Entry Manager (JEM) empowers finance teams with full lifecycle control, role-specific workflows, and built-in audit trails— centralizing consolidation and operational journal postings across ERPs and business units enabling faster, more accurate period-end closes. Can't attend? Register anyway and we'll send you a link to the recording.65Views1like0CommentsSeptember 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.57Views1like0CommentsTech 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/uwemw9pm43z15cu190Views1like0CommentsAugust 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™106Views1like0Comments