News

The replay of Tech Talks: All Aboard the CPM Express is now available! The link below will expire on August 15th so don't wait.  https://thoughtindustries-1.wistia.com/a/xbcxtlrhnttudi5 You can also watch this replay, and all episodes of Tech Talks, on OneStream Navigator as part of your Passport subscription.

Due to popular demand, we are making Tech Talks: All Aboard the CPM Express available for replay again. And this time with no expiration! You can watch right here and on Navigator as often as you like.

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.

OneStream Platform v9 introduces breakthrough platform technology, empowering Finance to go further with integrated Operational and Financial data. On this episode of The OneStream Podcast, Jessica McAlpine from the OneStream product management team joins Peter Fugere to discuss feature highlights such as Genesis and Dynamic Cube Services, and how this upgrade benefits all of your OneStream users. Listen now!  

OneStream Global Education Services is excited to announce the new OneStream Architecture: Design Decisions course available now as an Instructor-Led Training. Course Description This instructor led course is tailored for consultants who are looking to expand their design decision-making skills or are pursuing to become architects in the future and are working with OneStream applications. It tackles common design challenges and equips participants with skills for informed design decisions that enhance performance, flexibility, and user-friendliness.  Students will engage in instructor-led sessions, practical use cases, role-play, and collaborative activities to gain hands-on experience in developing and justifying design proposals. The course focuses on requirements gathering, guiding design principles, and key areas for effective application design (such as Extensibility and Data Units). Participants will also learn to communicate the trade-offs and benefits of design choices to

Summer breaks are winding down, but the heat of summer remains strong! Between record highs and wildfire smoke, it's been a summer most of us won't soon forget. Do you like our new blog feed? We're always open to hearing feedback! Is there anything you'd like to see in the future Community? Please let us know! Here's what we saw in July 2025: The Community had 31,998 visits in July 2025 and 92,348 page views We had 94 new discussions begin and 13 new blogs Reporting was our most active forum, with 18 new discussions Top Engaged Threads: Most Replies: Orphan members - validation error required Most Views: Product Support and Maintenance Policy Most Active Members: Most Forum Replies: rhankey Most Likes Received:  RobbSalzmann Most Authored Solutions:  RobbSalzmann

OneStream Global Education Services is excited to announce the newly updated OneStream Solutions: SensibleAI™ Forecast Foundations course available now On-Demand. Course Description This self-paced eLearning course provides a foundational overview of OneStream’s SensibleAI™ Forecast solution. Participants will learn about benefits and business use cases of SensibleAI™ Forecast for creating time-series models for forecasting. Learners will review the process used to create and complete a SensibleAI™ Forecast model build process from creation to generating predictions.  Delivery Types On-Demand Availability Customers Partners Employee Who Should Take This Course? This course is intended for those who are interested in learning about implementingOneStream’s SensibleAI™ Forecast solution. Duration On-Demand (OD): 6 Hours Prerequisites Prior to taking this course, you should complete the following courses, or possessequivalent knowledge: OneStream Essentials: Introduction to One

Be sure to reserve your seat now for the August live edition of Tech Talks. This month 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. Register now! Tech Talks: An Architect’s Perspective – Design Principles

On this episode of The OneStream Podcast it's a Partner Spotlight on OneStream global system integrator, Grant Thornton. Will Whatton from Grant Thornton joins Peter Fugere to discuss how Grant Thornton is helping their clients attain faster financial management success through CPM Express.  

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 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 Finance

Greetings OneStream Community!  As we continue to make updates across our Community, we decided it was time to take a look and freshen up IdeaStream. While we have already planned some changes which we'll outline below, we'd also like to gather your thoughts, opinions, and impressions of IdeaStream currently. Please take this IdeaStream Survey to help us shape the future of IdeaStream.  In the meantime, we do have some exciting upcoming changes to the IdeaStream site management. Please read on to see what we'll be working on over the next couple months! Improved Moderation  First, we are exploring ways to enhance your experience and our engagement with your ideas in IdeaStream. In the revamp, we will have dedicated moderators reviewing the ideas and facilitating product review as ideas gain momentum. This means each idea will see dedicated moderation to help enhance your submission process, which will include an initial review to ensure completeness (a req

With our SensibleAI™ portfolio, OneStream is changing the way businesses adopt and implement AI to enhance day-to-day decision making and boost productivity. On this episode of The OneStream Podcast, Tiffany Ma, Product Marketing Director at OneStream, joins Peter Fugere to discuss how the SensibleAI portfolio is bridging the gap between AI development and AI adoption and empowering organizations to unlock AI everywhere without compromise. Listen now!

On this episode of Tech Talks, Jacqui Slone and Doug Kinchley join Matt Kerslake to discuss OneStream Genesis. Join them and learn how Genesis is unlocking new possibilities for finance teams to click-to-configure new financial and operational models, launch new planning processes, and enhance reporting and analysis with ease. This replay will be available here until July 18th and always available on Navigator as part of your Passport subscription.

All aboard the CPM Express! On this edition of Tech Talks, join Marley Watson, Tom Linton and Matt Kerslake as they explore this streamlined and comprehensive framework that encompasses essential CPM functions (Financial close, Consolidation, budgeting and Forecasting) that facilitates quick deployment suited for organizations with straightforward, functional needs! Be sure to register now before all seats are taken! Tech Talks: All Aboard the CPM Express

OneStream Global Education Services is excited to announce the newly updated OneStream Essentials: OneStream Administration course available now On-Demand (OD) and as an Instructor-Led Training (ILT) course. Course Description This course has been designed to build on the topics learned in the OneStreamEssentials: Getting Started with OneStream course. Using an existing application,the course will help develop administrator competencies for modifying core platformartifacts (such as dimensionality, workflow, data sources, and transformation rules)and troubleshooting skills for a variety of common issues. The course content has been created assuming that it will be used by an OneStreamadministrator as a supplemental resource to any design documentation provided bya consultant. Content has avoided, where possible, a Planning or Consolidation focusas these topics will be dealt with in other courses and learning resources. Delivery Types On-Demand (OD) Instructor-Led Training (ILT) Availa

Happy Summer! 😎 Summer is officially here, bringing longer days and warmer weather. As we embrace the sunshine and vibrant energy of the season, let's take a moment to reflect on the exciting happenings within our Community. June has been a month filled with engaging discussions and new insights, as well as the anticipation of upcoming events and holidays. We'd love to hear from you — how are you enjoying the summer vibes in our Community? Are there any new features or topics that have caught your attention? Share your thoughts below! Here's what we saw in June 2025: The Community had 26,669 visits in June 2025 and 99,772 page views (Which is a another increase from the prior month!) We had 110 new discussions begin Reporting was our most active forum, with 26 new discussions Top Engaged Threads: Most Replies: Transformation Rule Mystery Most Views: Automating Data Access from OneStream to Snowflake Most Active Members: A triple crown to our very own Jack! Glad to s

What is it?  OnePoints is a non-prescriptive program that allows certified individuals to earn points for activities such as OneStream training, Tech Talks, and technical webinars among many others. Achieving 40 OnePoints PRIOR to a certification expiration date extends a certified status for an additional 24 months! Who is it for? The OnePoints Program is applicable to anyone that holds an active OneStream certification.  OneStream Certified individuals have a choice when it comes to certification renewals and extensions to demonstrate their technical knowledge and continued learning through various courses and activities that are meaningful to them. Certified individuals still have the option to sit for an updated exam to extend their certifications instead. Which activities are OnePoints-eligible? Visit the OnePoints webpage on the Certification website to learn more about the OnePoints Program, including a complete list of&nbs

OneStream Global Education Services is excited to announce the release of the new Introduction to OneStream and OneStream Essentials: Getting Started with OneStream courses. Getting Started with OneStream has been our flagship introduction course and has been offered in three formats: Instructor-Led Training, Premium On-Demand with Labs (Paid), and On-Demand without Labs (Free). The Premium On-Demand and Instructor-Led Training versions of these courses have served our Technical Users, Partners, and Consultants well. These offerings will remain but have been updated with much of the content greatly streamlined and updated to comply with OneStream 8.5. Our Business End Users have provided feedback about the free version of this course, stating that it was too long and too technical, and because the name was the same as the paid courses it caused some confusion. We listened and have created a new free course designed specifically to fit the needs of those who want to get up-and

Hello OneStream Community!  The Community team is excited to share some minor updates to the blog and announcement feeds that should have a major positive impact on your Community experience.  The Community Blog  As you may have noticed, we’ve consolidated the multiple blog feeds you’re used to seeing into the Community Blog. This consolidation creates a singular feed for you to follow to catch all the latest news your used to seeing on the Community, including:  Platform release info  Technical blogs  Webinar announcements  Certification updates  OneStream Press offerings  Training course releases, updates, and enrollment opportunities  Tech Talks and The OneStream Podcast promotions  General Community news  Much, much more!  We’ve archived older, out-of-date posts, and focused on refreshing the Tags for all remaining posts in the Community Blog.  Tags Be sure to review the updated list of Tags wit

On this edition of The OneStream Podcast, Peter Fugere is joined by Doug Kinchley, Jacqui Slone, and Sam Eburn to talk about OneStream Genesis and how it is revolutionizing how finance teams are adapting, innovating, and extending the platform to meet the changing needs of business with no-code, and no constraints, just agility.

Global Education Services will release the new Introduction to OneStream and OneStream Essentials: Getting Started with OneStream courses on July 9, 2025. Getting Started with OneStream has been our flagship introduction course and has been offered in three formats: Instructor-Led Training, Premium On-Demand with Labs (Paid), and On-Demand without Labs (Free). The Premium On-Demand and Instructor-Led Training versions of these courses have served our Technical Users, Partners, and Consultants well. These offerings will remain but will be updated with much of the content greatly streamlined and updated to comply with OneStream 8.5. Our Business End Users have provided feedback about the free version of this course, stating that it was too long and too technical, and because the name was the same as the paid courses it caused some confusion. We listened and have created a new free course designed specifically to fit the needs of those who want to get up-and-running with OneStream qu

Tech Talks After Hours: Playing with (and by) the Rules 008 - Allocations Across Entities is now available as part of your Navigator Passport Subscription. Join Jon Golembiewski, author of the OneStream Finance Rules and Calcualtions Handbook, and Tom Linton as they continue to walk through the StoogeCorp reference application (free with purchase of the book). In this episode, the focus will be on Allocations across Entities (Chpt8). https://onestream.thoughtindustries.com/learn/video/tech-talks-after-hours-playing-with-and-by-the-rules-008-allocations-across-entities  

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.

Register now for the June edition of Tech Talks. On this episode, Jacqui Slone and Doug Kinchley join Matt Kerslake to discuss OneStream Genesis. Join them and learn how Genesis is unlocking new possibilities for finance teams to click-to-configure new financial and operational models, launch new planning processes, and enhance reporting and analysis with ease. Register now! https://www.onestream.com/events/tech-talks-genesis/