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Did you know that select OneStream training courses are NASBA-certified and offer Continuing Professional Education (CPE) credits? If you’re working toward your annual CPE goals, now is the perfect time to take advantage of these opportunities before the year ends. Our on-demand and instructor-led courses not only help you master OneStream solutions but also allow you to earn credits recognized by professional organizations. Whether you need to sharpen your technical skills, deepen your platform expertise, or stay compliant with professional standards, OneStream training has you covered. Why choose OneStream training? NASBA-Certified CPE Credits – Meet your professional requirements with confidence. Flexible Learning Options – Learn at your own pace with on-demand courses or join live instructor-led sessions. Expert-Led Content – Gain practical knowledge from industry professionals and OneStream experts. Don’t wait—the year-end deadline is approaching! Make sure you hit your CPE goal

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!

Great news! Another batch of OneStream Press Publication Excerpts has just been released. Just like before, these full-chapter excerpts are available for free to users of the OneStream Community and designed to give you a taste of what OneStream Press publications offer. There are now excerpts from six publications available: OneStream Foundation Handbook, OneStream Planning: The Why, How and When, OneStream Finance Rules and Calculations, OneStream Financial Close, OneStream Advanced Reporting and Dashboards, and OneStream Administrator Handbook. Stop by and peruse the available chapters to learn something new. You can find the excerpts in the Resources tab in the upper navigation of the Community.  Don't forget to check out our full lineup of press publications at OneStreamPress.com

🎉 Have you explored our latest gem? We’re excited to introduce the OneStream Press Excerpts—a brand-new resource designed to inspire and inform! You’ll find it nestled under the Resources tab in the top navigation. These excerpts are available to everyone completely free of charge, offering a sneak peek into the insights and expertise packed into our full publications. If you’re hungry for more, the complete editions are just a click away at onestreampress.com. 💡 Need a quick dose of knowledge? Don’t miss our QuickTips, released fresh every Wednesday! These bite-sized tips are crafted to help you get the most out of your OneStream experience. Be sure to swing by the Community each week to catch the latest drop. 🎄 As the holiday season approaches, we’re feeling especially grateful for the vibrant, collaborative spirit that defines our Community. Your questions, answers, ideas, and encouragement make this space truly special. From all of us to all of you—thank you for being part of th

Registration for our last live Tech Talks of 2025 is now open! On this edition of Tech Talks, the Author of the new OneStream mini book "OneStream Essentials", Teresa Catron Kress, joins Tom Linton and Matt Kerslake to discuss how to design and maintain a robust security model in OneStream. Learn about what's possible with OneStream Security, using Slice Security versus no input business rules, and get a walkthrough of use cases. Register now! Tech Talks: OneStream Security - Data Access Security (aka Slice)  

The Global Education Services team is busy developing a new training course on the Smart Integration Connector (SIC) for OneStream. We’re excited to share that the first four modules of the new SIC course have been released on Navigator and are available now for FREE for those with access to OneStream Navigator. Read on to learn more about what’s been released thus far and what’s coming soon! Smart Integration Connector: An Overview for Everyone This module provides a comprehensive overview of the Smart Integration Connector (SIC) using everyday language, making it accessible to both technical and non-technical audiences. It covers the purpose, functionality, and value of SIC within the OneStream data integration ecosystem. Duration: 20 minutes Link: Smart Integration Connector: An Overview for Everyone Smart Integration Connector: Setting Up the Environment Setting up SIC in OneStream is done in two stages: Stage 1 entails installing SIC and setting up a Gateway Connection. Stage 2 e

OneStream Global Education Services is excited to announce the newly launched OneStream Architecture: Implementing Analytic Blend course available now On-Demand (OD). Course Description Analytic Blend is built into OneStream import functionality. It allows you to blend external data using OneStream cube characteristics. Analytic Blend is typically used for voluminous, operational, and highly transactional data, which is unsuitable for the cube, but for which reporting and analysis in a cube-context is desired. In this course, you will learn how to import, transform, and enrich your data using OneStream’s Stage and Blend engines. You will also learn how to pull your imported data from the external SQL Blend database and report on it responsively in OneStream. In addition, you will learn how to manage performance using FDX, automate imports, apply Blend derivative rule calculations, and use Dynamic Cube Services to enable cube-based reporting using Cube Views and the Excel Add-

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!

The OneStream Certification Program is pleased to announce the availability of the OneStream Certified Professional (OCP) Core Platform Architect exam!  Description Individuals who successfully earn the OneStream Certified Professional Core Platform Architect certification have the knowledge, skills, and experience to design and implement OneStream’s unified financial platform. They have experience with consolidation, planning, data integration, reporting, workspaces, workflows, dimensionality, security, rules, MarketPlace Solutions, and data management. They are knowledgeable in the areas of accounting, finance, and information technology. This exam is based on six courses in the OneStream Essential Series and OneStream Architecture Series:  Getting Started with OneStream Building Basic Reports Implementing OneStream Configuring Core Application Security OneStream Administration Designing an Application Design Decisions Instructor Led To prepare for the exam, including exa

We’re excited to announce that OneStream Press Publication Excerpts are now available for free on the OneStream Community! Previously housed in Navigator, these excerpts feature full chapters from select OneStream Press books — giving you a deeper look into the content and insights our publications offer. Whether you're exploring a new topic or looking for a preview before diving into a full book, these excerpts are a great way to get started. And this is just the beginning — more excerpts are on the way, with new releases planned through 2026, including chapters from upcoming publications. You can find the excerpts in the Resources tab in the upper navigation of the Community. It’s easy to access, free to explore, and a valuable tool for anyone looking to expand their OneStream knowledge. Stay tuned for updates as we continue to expand this library of content! You can always view our full lineup of press publications at OneStreamPress.com

The Design Decisions course is a one-day, instructor-led virtual training designed for experienced implementors, architects, and aspiring architects. Strong administrators who act as internal consultants will also benefit from this course.  Think of it as fitness training for OneStream architects! This course shifts from traditional teaching to coaching, guiding students through simulations of real-world scenarios that architects and application designers face.  From application reviews to use case requirements and collaborative group discussions, you'll develop design decisions and ideas to strengthen your critical thinking skills essential for successful implementations.  You'll practice articulating options and design decisions to a simulated client (me!) in mock design discussions, receiving real-time feedback to sharpen your skills without the risk of "blowing the deal."  This course provides an "architect gym" to work out strategies, articulate design decision

Are you a OneStream power user with a clever shortcut, a time-saving trick, or a hidden gem of functionality that others need to know about? Now’s your chance to share your expertise with OneStream users through our QuickTips video series! Why Submit a QuickTips Video? By contributing to QuickTips, you’re not just sharing knowledge—you’re helping elevate the entire OneStream ecosystem. Here’s how your tip can make an impact: Empower Customers: Help users unlock new efficiencies and get more out of their OneStream investment. Support Partners: Provide insights that partners can use to deliver smarter solutions and better service. Build Community: Foster collaboration and learning across the OneStream network. Showcase Your Expertise: Gain recognition as a thought leader and innovator in the OneStream space. What Makes a Great QuickTips Video? Concise: Aim for 2–5 minutes of focused content. Actionable: Share something users can apply right away. Clear: Use simple language and explain

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 Close

We’re thrilled to share a major milestone—The OneStream Podcast has officially surpassed 30,000 downloads! This achievement is a testament to the incredible support from our global OneStream community. Whether you're a longtime listener or just discovering the show, we couldn’t have done it without you! Each episode focuses on expert insights and innovations from across the OneStream ecosystem. From product deep dives to customer success stories, the podcast continues to be a go-to resource for finance and tech professionals looking to stay ahead. Haven’t tuned in yet? Now’s the perfect time to explore the full library of episodes and see what the buzz is all about: https://www.onestream.com/podcast/ Thank you again to all the OneStreamers who made this possible. Here’s to the next 30K!

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 Specialist (OCS) - Reports and Dashboards exam!  Join us on Tuesday, September 30, 2025, at 10:00am ET as we will have experts from OneStream facilitate a 60-minute session on these exam topics: Workspaces Dashboard Parameters Dashboard Components ...and more! Our experts presenting will be: Kurt Mayer, Senior Solutions Architect, Perficient Matt Grundey, Principal Software Instructor, OneStream Nicki Baretta, Manager, Remote Consulting, OneStream Register today to reserve your space!  

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'

On the new episode of The OneStream Podcast Peter Fugere is joined by Teresa Kress, author of the new OneStream Press offering, OneStream Security Essentials. The two discuss what users can find in this new mini-book, the importance of having a good plan for security during implementation and best practices for OneStream security settings.

On this episode of Tech Talks, Terry Ledet joins Tom Linton and Matt Kerslake to demonstrate the process and steps involved with migrating legacy Finance Business Rules into Assemblies while answering common questions along the way! This replay is available here until 10/17/25 so be sure to watch now. You can also watch this replay at anytime on Navigator as part of your Passport subscription. Tech Talks: Migrating Finance Business Rules to Assemblies  

Do you know how to transform your theoretical knowledge into practical skills? The Implementation Foundations Exam is your gateway to proving your technical proficiency for your first project. Dive into these essential learning resources to ensure you're fully prepared: Course: Getting Start with OneStream Course: Implementing OneStream Course: Building Reports Course: Configuring Core Application Security Webinar Series: Exam Prep for Implementation Foundations on OneStream Navigator Passport Unlock your potential and become OneStream Certified! Visit the Certification website today to learn more about the OCA – Implementation Foundations exam and other certification opportunities.

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/

It’s here! OneStream Security Essentialsis now available. Take your security expertise to the next level with our first-ever mini book. Protecting your OneStream investment and data – while making your end-user experience optimal – is fundamental to getting the most out of OneStream.  This OneStream mini-book offers practical guidance, analogies, and in-depth information to help you design, test, and maintain a robust security model. Whether your company is small, large, public, or private, this book delivers the background and tools to meet your company’s unique security and data requirements. Whether you are a consultant guiding implementations, a developer building solutions, or an administrator managing day-to-day operations, you’ll gain a deep understanding of: What’s possible with OneStream security How to define a Security Model tailored to your company’s needs Extending security with Custom Use Cases (aka Slice Security and more) Reporting off your Security Framework and

The OneStream User Group program is built by customers, for customers — with full support from the OneStream team. These local gatherings offer a unique opportunity to connect with peers, share insights, and gain valuable knowledge from fellow users and product experts.  There are several groups meeting in the coming weeks. Join us in one of the following cities for an energizing session of networking, roundtable discussions, and expert-led conversations:  📍 Upcoming User Group Meetings  Oct. 22 – Cleveland  Oct. 23 – Minneapolis  Oct. 28 – Philadelphia  Oct. 23 – Melbourne Oct. 28 – Sydney Nov. 4 - Singapore  Whether you're a seasoned user or just getting started, these events are a great way to build community, exchange ideas, and stay ahead with OneStream. To learn more about how to get involved in your local user group email usergroups@onestream.com.  New User Groups As promised, new user groups have also been added under the Groups tab i

Hello OneStream Community! We have some updates to share as we continue to improve the IdeaStream portal: IdeaStream Cleanup As indicated in a previous post, we have completed our first wave of Idea cleanup on the IdeaStream Community page! In this wave, aged ideas posted before 2025 with fewer than 5 votes have been removed from the Community. This periodic review and subsequent rationalization will ensure our full idea set remains current and prioritizes engagement with your ideas. We will continue to keep you updated on periodic evaluation and closure of Ideas on IdeaStream. IdeaStream Groups Additionally, we’ve added two new groups to represent our ongoing innovation at OneStream! You will now see Genesis and Connectors as additional groups through which you can share relevant ideas and suggestions. Please select Genesis as a group with relevant tags to share your ideas, suggestions, or enhancement requests related to objects and additional functionality in Genesis. Similarly,

We’ve launched QuickTips—your go-to resource for mastering specific tasks in the OneStream platform. Each short video walks you through a target action step-by-step, making learning quick and easy. 👉 Find them under the Resources tab in the top navigation. More exciting updates are on the way! Keep an eye on our Community blog so you never miss what’s next. Are you ready for crisp weather and trick-or-treat fun? As we enter the season of gratitude, we want to say a big THANK YOU to all our Community participants. Your engagement is what makes this space thrive—and it’s growing stronger every month! We saw a major surge in activity across every category in the Community. Here's what we saw in September 2025:  The Community had 33,856 visits in September 2025 and 9,34 page views We had 97 new discussions begin and 15 new blogs Reporting was our most active forum, with 29 new discussions Top Engaged Threads: Most Replies: Process Cube automation   

We all know it can be a challenge to fit training into your busy daily routine. Between back-to-back meetings, chat messages from co-workers, and the long list of tasks that are due by the end of the week. For some learners, this is where on-demand training proves particularly helpful. You can fit it into your schedule when you have free time. But what do you do if you never get that coveted free time? This is where instructor-led training takes center stage. Block off your calendar (with permission from your boss, of course), mute the chats, and focus on LIVE learning. Attending a live training course with expert instructors allows you to devote your undivided attention to taking that next step in your OneStream journey. OneStream instructor-led training provides you with the ability to ask clarifying questions and get immediate answers and feedback. It allows you to gain exposure to how other users in the same (or differing) industries use OneStream. For example, you might participat