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On this episode of The OneStream Podcast, longtime OneStream software instructor, Tom Linton joins Peter Fugere to talk about the roles of Power Users and Administrators. This is an in-depth and informative discussion about how to advance your knowledge, skills and career in the OneStream ecosystem that you don’t want to miss!

OneStream Press is giving away PDFs to 5 lucky winners that live in the APAC Region. Winners will be drawn at random Monday, October 6, 2025. Winners will be contacted via e-mail to select book title of choice. Entries close at 11:49 on October 5th so make sure you enter today if you're eligible.  ENTER TO WIN Not located in APAC? PDFs are available for purchase 24/7 at onestreampress.com The Full Press Publication Lineup OneStream Foundation Handbook OneStream Planning: The Why, How and When OneStream Finance Rules and Calculations OneStream Financial Close Handbook   OneStream Advanced Reporting and Dashboards  OneStream Administrator Handbook   OneStream Foundation Handbook, Second Edition   PDF Book Bundle

Have you heard? The OCP - Lead Architect certification is being replaced by the OCP – Core Platform Architect certification.   What is the OCP – Core Platform Architect exam? The OCP – Core Platform Architect exam is based on OneStream version 8.x and will be replacing the existing OCP – Lead Architect exam in October. Like the Lead Architect exam, this new exam is comprised of both multiple-choice and performance-based items.   When will the new exam be available? OCP – Core Platform Architect BETA exam – August 25, 2025 OCP – Core Platform Architect GA exam – Late October, 2025 When will the Lead Architect Exam Retire? Typically, OneStream Certification exams will be retired 60 calendar days following the release of a new version.    I have an existing OCP – Lead Architect certification. What action must I take? Certification Status Required Action I have a valid, non-expired OCP - Lead Architect certification Complete the newly released Design Decisions In

REGISTRATION AVAILABLE: OneStream Certified Professional (OCP) Core Platform Architect BETA Exam  OneStream is pleased to invite you to participate in the OCP Core Platform Architect Beta exam!What is it? The OCP – Core Platform Architect exam is based on OneStream version 8.x and will be replacing the existing OCP – Lead Architect exam in the coming months. Like the Lead Architect exam, this new exam is comprised of both multiple-choice and performance-based items. The beta exam period will be open from August 25, 2025 through September 11, 2025. Registration for this exam will begin on August 25, 2025!  Beta exams are crucial in the development process of new certification exams. Beta exams provide the data necessary for OneStream to select the best performing items so that we can build a valid, reliable, and fair certification exam. What’s in it for me when I become a BETA candidate? You have the opportunity to see the entire pool of questions and to provide feedback. Y

Join the next South Africa OneStream user group meeting on Tuesday, 16 September, 2025 at the Tourvest Offices. Network and learn from your peers. Hear from customers at Life Healthcare and Sasol, and learn about OneStream reporting functionality from Quentin Vermolen, Principle Growth Product Manager at OneStream. Register Here Agenda: 8:30 - 9:00 AM - Arrival and Snacks Session 1 Customer Journey Session 2 Customer Implementation Session 3 - Reporting functionality (OneStream) 12:00 - Roundtable Q&A Event Details: Date: Tuesday, 16 September. Time: 8:30 AM - 12:30 PM SAST Location: Tourvest HoldingStonewedge Office Park 1 Wedgewood Link Road Bryanston, 2021 *Please note this event is exclusively for OneStream customers Can't make the event, but still want to engage with your local peers? Head over to our South Africa User Group located right here on the Community.  Request to join if you're interested in conversing with other South Africa OneStream customers an

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.

It's the end of summer holidays and back to school! Fall is right around the corner and already the days are getting shorter and the nights awfully cool. We've been rolling out a lot of changes in the Community in the background and want to hear from you! Don't forget to keep your eyes open for upcoming changes coming to IdeaStream.  Thanks to all our partners, customers, and employees for all your contributions to our Community. Thanks to you we're not only a thriving community of technical professionals -- we're also a growing one. Without further ado, we'll launch into our August Highlights. Here's what we saw in August 2025: The Community had 26,238 visits in July 2025 and 71,421 page views We had 92 new discussions begin and 12 new blogs Reporting was our most active forum, with 11 new discussions Top Engaged Threads: Most Replies: Dynamic Grids Most Views: Dynamic Grids Most Active Members: Most Forum Replies: Sweez  Most Likes Received:  Daniel

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  

On this episode of The OneStream Podcast, Jon Golembiewski and Eric Gilgenbach from OneStream’s AI team join Peter Fugere to talk about SensibleAI™ Forecast and how it is improving the way businesses do forecasting and planning. The trio discuss how OneStream’s AI-Powered Planning and Forecasting is giving customers full control over forecasting logic, modeling, and automation along with traceable logic, explainable outcomes and audit trails. Listen now!

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™  

Building Dashboards We have two Building Dashboards courses running September 9-11: one in EMEA (British Summer Time) and one in North America (Eastern Time Zone). Our Building Dashboards course was totally revamped earlier this year, and it’s ready for you to dive in! Get that practical dashboard experience under your belt so you’re prepared for whatever comes your way. When: September 9-11 Where/Time Zones: BST and EST Building Dashboards Course Agenda Getting Started with OneStream (GSWO) + OneStream Administration (OSA) New to OneStream? We’ve got you! Our combo course, Getting Started with OneStream (GSWO) + OneStream Administration (OSA), will give you the foundation you need to get started. Explore core concepts and develop your administrator competencies in this 4-day instructor-led training. When: September 15-18 (North America) and September 16-19 (EMEA) Where/Time Zone: EST & CET Getting Started with OneStream Course Agenda OneStream Administration Course Agend

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.