News

On Peter Fugere’s final episode of the OneStream podcast, Clint Holt from KTX Solutions joins him to discuss the implementation of OneStream's CPM Express. They explore the efficiency and speed of the implementation process, the importance of client engagement, and the transformative impact of AI on project delivery.

For decades, finance careers followed a familiar pattern. Early roles were built on repetition—reconciling accounts, chasing variances, managing close cycles. Over time, those experiences added up to judgment, confidence, and credibility.  But today, that model is breaking.  AI and automation are rapidly removing the “busy work” that once defined how finance professionals learned their craft. Teams are being asked to move faster, think more strategically, and guide the business through constant uncertainty—often without the traditional learning curve that used to get them there.  The result is a new question for modern finance professionals:  How do you prove you’re ready for a role that’s still evolving?  From Number Crunchers to Strategic Architects  Across the finance organization, expectations are rising. Finance is no longer viewed primarily as a reporting function. Instead, teams are expected to deliver insight

Course Description:  This module guides learners through the foundational setup and installation of the OneStream ESG Reporting and Planning solution. Learners will review key readiness considerations and the steps required to establish a solid technical foundation for ESG reporting. Delivery Types: On-Demand (OD) Duration: 40 Minutes Availability: Customers, Partners, and Employees Course Link: ESG Fundamentals and Solutions Overview Course Description:  This module is designed for anyone interested in learning about Environmental, Social, and Governance (ESG). Learners will benefit from a basic familiarity with the OneStream platform and an introductory understanding of ESG concepts. This module is comprised of self-paced eLearning. Delivery Types: On-Demand (OD) Duration: 40 Minutes Availability: NAVIGATOR PASSPORT EXCLUSIVE Course Link: ESG Overview Course Description:  This module provides a comprehensive overview of how the ESG Reporting

Today is the first day of OneStream's Splash 2026! Discover the magic of modern finance at OneStream Splash, May 18-20 in Orlando, Florida at the Walt Disney World Swan and Dolphin Resort - bringing together a powerful community of finance leaders ready to Take Finance Further. Packed with inspiring keynotes, over 70 breakout sessions and onsite learning labs, it is a great opportunity to learn and network with other people in the OneStream environment.  Are you joining us in Orlando? The OneStream Education Services team will be there, too! Training, Certification, and Community will have space on the expo floor to talk about all things Education Services.  Training Come visit the Education Services Training booth to learn about our catalog of instructor-led and on-demand training courses. We’ll be there to answer your training questions and guide you on your OneStream learning journey. Certification Visit the Certification booth to claim your OneStream Certified pins! Have

Join Eric Hanson, Tom Linton and Matt Kerslake as they explore bringing a OneStream application created through the Windows App and building it out through the browser! Eric will share tips, insights and guiding principles to optimize your OneStream browser experience! Register now! https://www.onestream.com/events/tech-talks-building-onestream-from-winapp-to-browser/  

As OneStream continues to evolve, so does the way you learn, apply, and expand your expertise. Global Education Services (GES) has released a new wave of courses, certifications, technical deep dives, and enablement resources—each designed to help you move faster, make better decisions, and deliver real impact in your organization. Whether you're focused on financial close, reporting, planning, or development, your next step starts here. Explore all learning opportunities in OneStream Community and Navigator. Close Faster and with More Confidence (Finance Teams) Accelerate your close and validate your expertise with targeted certification and reporting training. OneStream Certified Specialist (OCS) – Financial Close exam OCS Financial Close study guide Reports and Dashboards Certification Exam Prep webinar (now free in Navigator) Strengthen your reporting and operational readiness with: OneStream Reporting Tools (free Navigator module) Journal Entry Manager Readiness Toolkit (update

Course Description:  Using Business Rules for dashboards within workspaces, centralizes and reuses logic across the OneStream platform, enabling calculations, validations, and processes without duplicating logic. This module focuses on Business Rules, how they are used within dashboards, and how they work with workspaces, and other OneStream platform components. Delivery Types: On-Demand (OD) Duration: 2 hours, 30 minutes Availability: NAVIGATOR PASSPORT EXCLUSIVE Course Link: Applying Dashboard Rules: Concepts and Use Cases

Mark your calendar! The launch date for the new OneStream Community is now set.   On Monday, June 8, June 29 the OneStream Community will upgrade to a new platform, providing a new experience for all new and existing users. This move will bring new enhancements and an overall better experience to the Community you know and love.   Why are we updating the OneStream Community?   Our goal is to empower every member of the OneStream Community with A PLATFORM that enhances connection, accelerates learning, and makes engaging with the community easier and more valuable than ever. The OneStream Community team is committed to ensuring our users always have access to the best possible experience. We’re investing in cutting edge AI capabilities, modern design, and smarter tools—all delivered through a trusted, reliable, and secure platform you can depend on. ENHANCED analytics—paired with new customization capabilities—will allow us to tailor experiences to each mem

This episode of The OneStream Podcast is all about AI and your data. Peter Fugere and Om Kapoor discuss how organizations can prepare their data for AI integration, OneStream’s AI solutions for data readiness, governance, and the emerging era of agentic AI.

Course Description:  This OnDemand module is intended for implementors and administrators who are new to coding and/or C# in OneStream. This module introduces methods for organizing code, including comments, regions, and OneStream Function Names. It also reviews common code formatting conventions, such as indentation, braces, and naming conventions. Recognizing how to organize code sections is important for readability, maintenance, and understanding which sections of code run.  Delivery Types: On-Demand (OD) Duration: 30 minutes Availability: Customers, Partners, and Employees Course Link: Organizing C# Code

Instructor Led June 2-4, 2026 | Virtual | CET CPM Express (CPMx) IFRS accelerates time to value (TTV) with a completely extensible application, providing best practice design principles, with a flexible starting point, for customers to commence their OneStream journey. This course is designed to provide implementation consultants and system administrators with a detailed view of the CPMx IFRS offering, exploring the pre-built metadata structures, consolidation methods, workflows and forms, along with a number of optional elements that can be configured to enhance applications. Through instructor-led demonstrations and practical hands-on exercises, attendees will examine the key design decisions and steps required to leverage and extend the wide array of preconfigured “out-of-the-box” components. Date: Tue, Jun 2nd 2026 04:00 am – Thu, Jun 4th 2026 11:00 am (UTC-04:00 / EDT) Register Today Instructor Led June 2-4, 2026 | Virtual | EDT CPM Express accelerates time to value (TTV) with a

If you’re heading to OneStream Splash 2026, make time to connect with Global Education Services (GES). Our goal is simple: help you leave Splash with clearer next steps, stronger skills, and more confidence in how you use OneStream.Whether you’re early in your journey or scaling across teams, you’ll find practical, role‑based ways to learn and engage with GES throughout the event.Join Us for GES Learning Labs (Hands‑On and Practical)Looking to go deeper than inspiration? GES Learning Labs are designed to help you apply what you learn—right away. These optional, in‑person sessions focus on real OneStream use cases and range from introductory to more advanced topics. Labs vary in length and offer hands‑on learning with expert guidance. Tip: You must be registered for Splash to attend a Learning Lab. If you’re already registered, you can add Labs through your attendee portal. Stop by the GES Booth (Bring Your Questions)The GES booth is the best place at Splash to: Talk through training an

Course Description:  This course focuses on designing OneStream applications that remain performant as data volumes and reporting requirements increase. You will explore how application structure, dimensionality, and data organization influence calculation speed, storage behavior, and reporting performance. Practical design approaches are introduced to help reduce unnecessary workload, streamline processing, and support reliable, scalable reporting.  Delivery Types: On-Demand (OD) Duration: 9 hours Availability: Customers, Partners, and Employees Course Link: OneStream Architecture: Designing Applications

Every implementation reaches the same moment.  Progress slows. Questions start stacking up. Decisions feel heavier.  And someone finally says: “We probably need training.”  The difference isn’t whether training happens—it’s how.  When Training Becomes a Checkbox  For some teams, training is treated as something to fit in. A public class someone can attend if their calendar allows. A few on-demand courses shared across the team. Learning that happens individually, at different times, in different ways.  Training technically happens.  But the project doesn’t really move forward because of it.  Because it’s disconnected from the work:  Individuals learn in isolation  Knowledge develops unevenly  Key decisions still happen later—without shared context  When Training Becomes a Turning Point  For other teams, that same moment leads to a different decision.&

On this episode of The OneStream Podcast, Peter Fugere interviews Mark Taylor from Taysols about how CPM Express has not only helped them accelerate client implementations, but has become Taysols’ go to starting point for most of their new projects.

This June, the OneStream Community is evolving. We’re excited to share that our members can expect a more intuitive, engaging, and efficient experience that makes it easier than ever to discover knowledge, connect with peers, and stay informed. New features will include a federated search, updated content, improved moderation, streamlined navigation, and new gamification opportunities. We’ll also debut a fresh, new look with this launch.  Subscribe to the OneStream Community blog today to ensure you receive the latest news and updates from the OneStream Community. More news will be shared soon! Have something you’d like to see this year in the Community? Let us know your thoughts in the comments below.  

Course Description:  This course is intended for administrators or consultants who want to use the Dynamic Grids component in their dashboards. It introduces the Dynamic Grid component and walks you through how to use the component itself, as well as the corresponding Workspace Assembly Dynamic Grid Service file Delivery Types: On-Demand (OD) Duration: 1 hour, 40 minutes Availability: Customers, Partners, and Employees Course Link: Working with Dynamic Grids

The impact of OneStream training depends on more than access—it depends on timing. Choosing the right course at the right moment can accelerate adoption, confidence, and results. New administrators can feel overwhelmed during onboarding Power users may be blocked waiting on others Executive teams often expect insights before teams are ready to deliver Instructor-led training is designed for these moments. As part of OneStream's Expertly Guided Learning approach, instructor-led training connects you directly with experienced practitioners who provide hands-on guidance, real-world context, and practical application. Why Choose Instructor-Led Training? Learn directly from OneStream experts Work through hands-on exercises with guidance Ask questions and solve real challenges in real time Build confidence faster with structured instruction Find The Right Course For Your Role And Situation Getting started or onboarding a new team If you are new to OneStream or preparing for implementat

Course Description:  This OnDemand module is intended for implementors and administrators who are new to coding and/or C# in OneStream. This module introduces how to create different types of C# statements to control program flow. It reviews selection statements (if, if-else, and switch), loop statements (for, foreach, do, and while), exception handling (try-catch), jump statements (break, return, and continue), and method calls. These statements allow code to execute based on conditions, execute multiple times, catch and log errors, exit code blocks, and call methods to perform actions. You will also learn how to identify, write, execute, and troubleshoot these statements. Delivery Types: On-Demand (OD) Duration: 1 hour, 20 minutes Availability: Customers, Partners, and Employees Course Link: Building C# Logic - Control Flow, Error Handling, and Methods

Course Description:  This course is designed for individuals responsible for integrating data into a OneStream Cloud environment. It covers how to install Smart Integration Connector (SIC), how to connect to data sources to bring the data into OneStream, and how to leverage business rules within SIC. Delivery Types: On-Demand (OD) Duration: 3 hours Availability: Customers, Partners, and Employees Course Link: Smart Integration Connector Training

Genesis introduces a powerful way to build, configure, and deliver OneStream applications without heavy custom development or coding. But the real value of Genesis comes when the right people know how to use it effectively. That’s why we’re excited to introduce a full course covering the basics of using Genesis —a comprehensive learning experience designed to help you move from foundational knowledge to real-world execution. Whether you’re building dashboards, administering environments, branding interfaces, or delivering polished solutions, this course equips you with the skills to confidently deliver with Genesis. A Complete Genesis Learning Experience The Genesis course brings all of our Genesis skills together into a cohesive, end-to-end experience focused on practical application. You won’t just learn what Genesis can do—you’ll learn how to use it to deliver value faster across your organization. Through hands-on instruction and real-world scenarios, you’ll learn how to: Build an

With CPM Express, OneStream has provided customers with an accelerated implementation that packages decades of experience and best-practices into a rapid-deployment (8-12 weeks) that’s quick to configure, providing predictable cost and time to value to streamline your finance processes. On this episode of The OneStream Podcast, Liz Weir and Matt DeCarlo from Nova Advisory join Peter Fugere to discuss their experiences and successes implementing CPMx for their clients. 

Join Chris Morelli, Tom Linton and Matt Kerslake as they explore Journal Entry Manager (JEM) and walk you through setup, posting methods and automation in a practical, admin-focused conversation designed for implementers and architects. Register now! https://www.onestream.com/events/tech-talks-journal-entry-manager-jem/  

Course Description:  This course the covers the creation, review, and approval of narrative books by combining live OneStream data, reporting artifacts, and written commentary in a single, trusted interface. You’ll learn how to streamline narrative assembly, reduce reporting risk, and collaborate efficiently.  Delivery Types: On-Demand (OD) Duration: 1 hour 30 minutes Availability: Customers, Partners, and Employees Course Link: Narrative Reporting Training