OCS 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.
Registration for the February Tech Talks is open now!
Join Chris Gerello, Tom Linton, and Matt Kerslake as they explore OneStream’s SFTP integration evolution from WinSCP to SSH.NET—an architectural shift that delivers faster, cleaner, and more reliable execution. This transition removes legacy dependencies and positions the platform for a more flexible, future‑ready design. Register now! https://www.onestream.com/events/tech-talks-sftp-data-integration-from-winscp-to-ssh-net/
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!Tech 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!October 2025 Customer Newsletter
This month we're inviting you to join the M365 Early Access Program, celebrating being named Exemplary in Financial Close, Financial Consolidation, and overall Record to Report in the 2025 ISG Record to Report Buyers Guide, sharing how EP Group unified reporting across 100+ companies, and so much more! View Newsletter The October 2025 OneStream customer newsletter includes: Product Updates - Early Access Program, documentation updates 2025 ISG Record to Report Buyers Guide - OneStream named Exemplary Education - New and updated courses, Community improvements Customer Story - EP Group unifies reporting across 100+ companies Solution Exchange Spotlight - QuickLaunch Analytics OneStream Solution Spotlight - Journal Entry Manager Upcoming Events, Webinars and User Group Meetings Guide - 2025 Finance Leader's Guide to CloseOctober 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.Tech 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/September 2025 Customer Newsletter
This month we're announcing updates to the Financial Close and ESG solutions, helping you save on Instructor-Led Training courses and certification exams, sharing how Parkdale Mills eliminated manual reporting across seven spreadsheet consolidations, and so much more! View Newsletter The September 2025 OneStream customer newsletter includes: Product Updates - OneStream Financial Close and ESG Connect North America - Events in Minneapolis, NYC, and Atlanta Education - New and updated courses, training special offer and more Customer Story - Parkdale Mills streamlines reporting and close cycle Solution Exchange Spotlight - Workforce planning with CompAnalytics OneStream Solution Spotlight - SensibleAI™ Studio Upcoming Events, Webinars and User Group Meetings Report - Women in FinanceSeptember 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.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/uwemw9pm43z15cu
