Welcome

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/  

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 Webinarhttps://www.onestream.com/events/global-wbn-tl-esg-18jun2025/

May 2025: What an exciting month with OneStream Splash in Nashville! It was great to connect with many of you in person. Our Education Services area was buzzing with activity, as attendees stopped by to discuss their learning journeys and get their questions answered by our expert staff. OneStream Press was also a big hit, offering books at an exclusive discount that many of you took advantage of. We're looking forward to Splash Orlando next year and we certainly hope to see you there! Here's our May recap: The Community had 25,042 visits in May 2025 and 86,295 page views (Which is a big increase from April!) We had 83 new discussions begin Reporting was our most active forum, with 28 new discussions Top Engaged Threads: Most Replies: Determining Parent by Hierarchy Most Views: Government Community Cloud v9 Upgrade Most Active Members: Most Forum Replies: chul Most Likes Received:  T_Kress Most Authored Solutions:  MarcusH

OneStream Software has released Hot Fix v9.0.1 to address an issue observed during the v9.0.0 database upgrade process.  The correction only updates the OneStream Database Configuration Utility and does not impact OneStream core functionality. This Hot Fix will ensure an uninterrupted database conversion for future upgrades to v9. Platform v9.0.1 is now on Solution Exchange, and all new v9 upgrades will be to v9.0.1.  To ensure uniformity, all existing v9.0.0 customers will be upgraded to v9.0.1 during the regularly scheduled June 16th maintenance window. v9.0.1 Release Notes are available on the OneStream documentation site. FAQ: Will the Hot Fix be Backwards Compatible with v9.0.0 Clients?    Yes, the 9.0.1 Fix is backwards compatible with v9.0.0 clients.   Will customers have to install the Windows desktop and Excel Add-in with the Hot Fix?   No, the 9.0.0 Windows Desktop and Excel Add-In are compatible with the 9.0.1 Server and no client re-installa

Registration is now open for the May edition of Tech Talks, Dynamic Cube Services! Join Jack Lacava, Tom Linton, and Matt Kerslake as they explore Dynamic Cube Services, which enable cube building with data and metadata from internal or external sources with data consumption via XFGetCells and Cube Views! https://www.onestream.com/events/tech-talks-dynamic-cube-services/?utm_source=social&utm_medium=linkedIn&utm_campaign=GLOBAL-NAPL-WEB-EDU-Global  

The May edition of Tech Talks is now available for replay. Join Jack Lacava, Tom Linton, and Matt Kerslake as they explore Dynamic Cube Services, which enable cube building with data and metadata from internal or external sources with data consumption via XFGetCells and Cube Views!  

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.

On the latest episode of The OneStream Podcast, Peter Fugere is joined by David Lickwar and Nick Bollinger to discuss the OneStream Certified Specialist (OCS) – Reports and Dashboards exam. Learn how this certification, and all the OneStream exams, provide OneStream users a way to demonstrate the highest levels of technical competency, productivity, and industry recognition.  

Tech Talks: Return to Admin's Paradise is now available for replay. Watch as Teresa Kress highlights and demonstrates OneStream solutions available for administrators that will increase productivity and efficiency and make your workflow a paradise! This replay is available on Navigator as part of your Passport subscription.

Do you have an idea for content you'd like to see in the Community? Well, you're in luck! Introducing our all new content collector, designed to gather and direct content to help tailor your community experience.  All you have to do is complete this form and we'll follow up with any questions: Submit a topic you want to learn more about Here's a screenshot:  

April 2025:  We're nearly halfway through the year! Where does time go? Next week is OneStream's Splash North America Conference! Will you be joining us in Nashville?  We'll have an area dedicated to Education Services and staff on hand to answer questions about your learning journey. OneStream Press will also be there selling books with an exclusive discount. We hope to see you there! Here's our April recap: The Community had 18,571  visits in April 2025 and 54,074 page views We had 102 new discussions begin Reporting was our most active forum, with 27 new discussions Top Engaged Threads: Most Replies: Service Factory - Data Management Step Most Views: Government Community Cloud v9 Upgrade Most Active Members: Congrats Rob on a triple crown!!!!! Most Forum Replies: RobbSalzmann Most Likes Received:  RobbSalzmann Most Authored Solutions:  RobbSalzmann

On this edition of the OneStream Podcast, Chul Smith joins Peter Fugere to discuss the newly released Second Edition of the OneStream Foundation Handbook. They'll discuss how this edition reflects platform updates, along with the ongoing development of the OneStream landscape. Listen now!

OneStream is creating a Developer Education (DevEd) program tailored specifically at creating a dynamic learning experience for you, our amazing developer community. We know that building applications with OneStream can be a rewarding experience, and we want to make it even easier, faster, and better for you.   And that's why we need your feedback! Please comment below with your answers.   What Topics Would You Like to See Covered?   Is there a particular area of development you're passionate about? Let us know so we can include it in our program!  Some examples include Building Solutions with OneStream , From Concept to Code – Show Me the Map, and Defining and Gathering Requirements.  Comment below with any topic suggestions.  What Ideas Do You Have for the Program?   We believe the best programs are built with collaboration. Share your innovative ideas and let's build something fantastic together! 💡 We’re considering things lik

Tech Talks After Hours: Exploring Transaction Matching Use Cases is now available exclusively as part of a Passport subscription. The Transaction Matching solution, part of the OneStream Financial Close solution, provides a configurable rules-driven approach for automated matching of transactional-level data. Stacey Bye joins Tom Linton as they review and explore an Intercompany Receivable/Payable use case with help from Transaction Matching! https://onestream.thoughtindustries.com/learn/video/tech-talks-after-hours-exploring-transaction-matching-use-cases  

On this edition of The OneStream Podcast, Alex Ladd and Tommy Smith from MindStream Analytics join Peter Fugere to discuss the 606 Accrual Manager Solution and how it is helping companies with recurring revenue enter and store contracts, performance obligations and invoices; and accurately calculate accruals over the life of the contract based on ASC606. 

It's a Return to Admin's Paradise as Teresa Kress makes an encore appearance on Tech Talks to highlight and demonstrate OneStream solutions available for administrators that will increase productivity and efficiency and make your workflow a paradise! Register Now! Tech Talks - Return to Admin’s Paradise  

March 2025: Is it Spring where you are yet? It's been a long winter for some, but the days are getting much longer thankfully. Here's to hoping wherever you are there's some lovely new blooms and sunshine in your very near future!  Most of our metrics continue to rise! We're seeing more visits and views across the entire Community, which is really great to see. Here's what we saw in March 2025: The Community had 29,353 visits in March 2025 and 97, 475 page views We had 115 new discussions begin Workflow and Data Integration was our most active forum (for the first time), with 24 new discussions Top Engaged Threads: Most Replies: Using Assembly's XFBRs Most Views: Default location saving excel files, not a temp folder Most Active Members: Most Forum Replies: T_Kress Most Likes Received:  T_Kress Most Authored Solutions:  DanielWillis

On this edition of Tech Talks After Hours, Tom Linton and Matt Kerslake take an in-depth tour of our documentation site looking at all the new functionality, including how to access extensive additional resources and how to make the most of the in-built search functionality. https://onestream.thoughtindustries.com/learn/video/tech-talks-after-hours-dynamic-documentation     This Tech Talk After Hours episode is now available on Navigator, free to all.

The OneStream Certification Program is pleased to announce the next Certification Prep Webinar for theOneStream 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 facilitatea 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

Tech Talks: Dynamic Dashboards via Rules in Assemblies is now available for viewing! Explore the ultimate in dynamic dashboards as Jerome Marcq and Sam Eburn join Tom Linton and Matt Kerslake to demonstrate how to convert embedded dynamic repeater dashboards into fully dynamic dashboards for lights out flexibility. Infinitely extensible! You can watch it, and all other episodes of Tech Talks, as part of your Passport subscription.  

On this edition of The OneStream Podcast Andrea Tout, from OneStream's product management team, joins Peter Fugere to talk about our new ESG Reporting and Planning solution. The two discuss how this pre-built solution is helping customers align ESG reporting with financial reporting and planning to deliver rapid and actionable insights to internal and external stakeholders. In addition to helping customers manage the complexities of ESG reporting requirements, it allows them to take finance further by proactively planning, measuring and managing the impact of ESG initiatives across the enterprise through our unified platform.