Shows
The OneStream PodcastExpert Series - Transforming Finance Organizations with Craig ColbyOn the Season 4 finale of The OneStream Podcast, Craig Colby, Co-founder and Chief Success Officer at OneStream, joins Peter Fugere to discuss how advancements in AI and faster deployments are helping OneStream customers work smarter and Take Finance Further.
2025-12-1626 minThe OneStream PodcastThe OneStream Podcast: Author Series - OneStream Security EssentialsOn this 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.
2025-10-2125 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey082: OneStream Genesis – From Humble Beginnings to Global InnovationDiscover the story behind OneStream. From its roots as a bold response to fragmented finance systems to its latest breakthrough: OneStream Genesis. In this episode, we explore how finance leaders Tom Shea and Bob Powers reimagined corporate performance management with a single, unified platform. Now, over a decade later, OneStream Genesis is redefining what's possible for finance teams, introducing a no-code framework that puts agility and innovation directly in the hands of users. You'll hear how organizations like Signode Industrial Group and OSI Group have leveraged OneStream's unified platform to accelerate close cycles, e...
2025-10-1710 minThe OneStream PodcastThe OneStream Podcast: Partner Spotlight - ClearsultingWith the OneStream Solution, you never have to compromise features for time. On this episode of The OneStream Podcast, Stephen Crea from OneStream partner Clearsulting joins Peter Fugere to discuss how Clearsulting were able to achieve a client’s tight implementation deadline while meeting all of their industry specific needs thanks to the power of the OneStream platform.
2025-09-3031 minThe OneStream PodcastThe OneStream Podcast: Expert Series - From Power User to Advanced AdministratorOn 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.
2025-09-1630 minThe OneStream PodcastThe OneStream Podcast: Expert Series - AI Planning and ForecastingOn 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.
2025-09-0235 minThe OneStream PodcastThe OneStream Podcast: Foundation Series - Platform Version 9OneStream 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.
2025-08-1929 minThe OneStream PodcastThe OneStream Podcast: Partner Spotlight - Grant ThorntonOn 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.
2025-08-0527 minThe OneStream PodcastThe OneStream Podcast: Solution Series - SensibleAI™ PortfolioWith 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.
2025-07-2230 minThe OneStream PodcastThe OneStream Podcast: Foundation Series - OneStream GenesisOn 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.
2025-07-0830 minThe OneStream PodcastThe OneStream Podcast: Expert Series - OneStream Certified Specialist - Reports and Dashboards CertificationOn this 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.
2025-05-2022 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 060 - Splash 2025: Mark Nichols on OneStream Customer Success at OneStream's Annual User ConferenceIn this special edition of CPM Customer Success, host Andy MNA welcomes Mark Nichols, Sales Director at OneStream Software, for a behind-the-scenes look at the OneStream Splash Conference. With Nashville as the backdrop, Mark discusses what makes Splash a can't-miss event for finance and accounting professionals. Listeners will hear Mark's career journey from Hyperion to OneStream, his perspective on the unique culture that drives customer success, and a deep dive into what attendees can expect—from targeted tracks for FP&A, accounting, and executives, to immersive demos on OneStream's unified platform and practical AI innovations. Yo...
2025-04-3030 minThe OneStream PodcastThe OneStream Podcast: Author Series - The OneStream Foundation Handbook Second EditionOn 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.
2025-04-2932 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 059 - Strategic Planning: Align, Model, and Move — All in OneStreamStrategic Planning: Align, Model, and Move — All in OneStream In this episode of CPM Customer Success, we explore how finance and accounting leaders can transform strategic planning from a disconnected corporate exercise into a dynamic, agile, and insights-driven process — using OneStream. Whether you're building a 5-year plan, launching a new initiative, or managing capital and workforce decisions across divisions, this episode breaks down the tools and tactics to do it right. 🔍 We cover: The top 5 pain points holding strategic planning back — and how to solve them OneStream's unique approach to unifyi...
2025-04-2319 minThe OneStream PodcastThe OneStream Podcast: Solution Series - 606 Accrual Manager with MindStream AnalyticsOn 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.
2025-04-1721 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 055 - OneStream vs. Anaplan - Interview with Dave CollinsIn this episode of CPM Customer Success, host Andy Sana welcomes back Dave Collins, Director of Solutions Consulting at OneStream Software, for a deep-dive discussion into one of the most common comparisons finance teams are making today: OneStream vs. Anaplan. Dave breaks down the core differences between modular "connected planning" tools like Anaplan and OneStream's unified, extensible CPM platform. They explore: • The scalability limitations of cube-based models • How OneStream eliminates technical debt through unification • Real-world examples of organizations transitioning from Anaplan to OneStream • Integration and data quality strategies that actually...
2025-03-2650 minThe OneStream PodcastSolution Series - Taking Finance Further with ESG Reporting and PlanningOn 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.
2025-03-2521 minThe OneStream PodcastSolution Series - Sales Performance Management with InfinitySPMOn this episode of The OneStream podcast, Bogdan Hancas and Scott Moore from InfinitySPM join Peter Fugere to talk about their Sales Operation Management solution. The trio discuss how the Sales Operation Management solution is helping sales operations and finance teams maximize efficiency, set realistic sales targets, and enhance performance tracking.
2025-03-1017 minThe OneStream PodcastSolution Series: Black Diamond Advisory Partner SolutionsCameron Lackpour and Calvin Kattookaran join Peter Fugere to discuss Black Diamond Advisory’s growing family of Partner Solutions for the OneStream Platform, including the new BDA Accordion Rolling Forecast.
2025-02-2516 minThe OneStream PodcastSolution Series - The Lease Accounting Solution with AIQOSOn this episode of The OneStream Podcast, Peter Fugere is joined by Frank Dossing and Ruben Cammeraat from AIQOS to discuss the Lease Accounting Solution, a multi-partner collaboration that is helping customers perform the necessary IFRS16/ASC842 compliant calculations and expedite their lease contract management. The trio also talk about AIQOS’ new App Factory that is focusing on developing more new solutions for the OneStream community.
2025-02-1117 minThe OneStream PodcastSpecial Edition - Celebrating Partnerships for Customer SuccessStrong partnerships are an integral part of OneStream’s mission for 100% customer success. On this special edition of The OneStream Podcast, Peter Fugere talks with Shawne Van de Steeg, VP of Strategic Alliances at OneStream, about the importance of our partners and how we will be recognizing them during Partner Appreciation Month this February.
2025-01-2824 minThe OneStream PodcastThe OneStream Podcast: Solution Series - CPM ExpressOn this episode of The OneStream Podcast, Marley Watson and Jerri McConnell join Peter Fugere to discuss CPM Express and how it is redefining the approach to implementing Corporate Performance Management (CPM) by blending rapid deployment, intuitive usability, and comprehensive financial management into a single, seamless solution. Designed for organizations seeking to leapfrog to successful financial clarity without the complexity, CPM Express is a streamlined path to advanced financial operations.
2025-01-2128 min
Black Diamond PodcastS1E8 | Why We Bet on OneStream
From the C-suite perspective: How a conscious decision to be OneStream-only transformed a consulting firm into a product powerhouse
Randy Werder, CEO and Co-founder of Black Diamond Advisory, says BDA isn't just another consulting success story—it's the strategic blueprint of how to build a modern technology services company.
The OneStream-Only Decision
Randy shares the pivotal moment when BDA's founders made a controversial choice: they would only do OneStream. No Oracle, no Anaplan, no hedge bets. Coming from a previous firm where competing technologies created constant internal conflict, they saw opportunity in complete commitment.
2024-12-2618 minThe OneStream PodcastExpert Series - Advancements in Sensible Machine Learning and AIOneStream’s Sensible Machine Learning and Artificial Intelligence solutions are enabling customers to plan with confidence, gain insights, and forecast more accurately than ever before. On this episode of the OneStream Podcast, Jack Lucci from OneStream’s AI and Operational Analytics team joins Peter Fugere to discuss advancements in Sensible ML and AI technology and how these advancements are breaking down the traditional barriers to embracing AI/ML and enriching organizational collaboration.
2024-12-1830 minThe OneStream PodcastThe OneStream Podcast: Solution Series - Enterprise Tax ReportingOn this episode of The OneStream Podcast, Peter Fugere is joined by Ian Bowden, from BDO, and Ashley Chapman, from Inlumi, to discuss their joint PartnerPlace solution, Enterprise Tax Reporting. The trio discuss how changes in tax reporting including, Pillar 2 requirements, have made it more important than ever to have the proper platform and connected solutions for businesses to accurately and confidently report taxes in an ever changing global environment.
2024-11-1930 min
Run the NumbersThe Art and Science of a Day-One IPO Pop with OneStream Software CFO Bill KoefoedBill Koefoed, CFO of OneStream Software, sits down with CJ for an in-depth look at the company’s recent IPO journey. Bill sheds light on the events that resulted in OneStream's stock soaring from $20 to $27, a 34% leap, on day one despite market uncertainties. He shares insights on the decision-making process leading up to going public, the challenges faced during their roadshow, and the unique experiences they had along the way. He also delves into building the book for investors and the metrics OneStream prioritizes. With experience at Microsoft, Bill discusses what it was like working in their investor relations, hi...
2024-11-1452 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 015 - How Growth-Focused Enterprises transform Finance with OneStream's CPM ExpressDiscover how OneStream's CPM Express is transforming financial management for mid-sized companies with revenues between $200M and $1B. Join us as Peter Fugere, Chief Solutions Officer at OneStream and one of its earliest team members, explains how OneStream's newest offering, CPM Express, accelerates the speed-to-value for OneStream customers, empowering finance teams with OneStream's full platform in a fraction of time of a typical implementation. Learn how a OneStream customer can get up-to-speed with OneStream, yet focus their core team on doing what they do best: delivering meaningful business insights to improve corporate performance. Tune in to learn how CPM E...
2024-11-0720 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 033 - Reporting Reimagined: Accelerating Finance with OneStream SolutionsIn this episode of the CPM Customer Success podcast, we explore how financial reporting can be transformed with OneStream's innovative solutions. Titled "Reporting Reimagined: Accelerating Finance with OneStream Solutions," this episode dives into the key strategies that finance leaders can adopt to streamline reporting, eliminate data silos, and gain real-time insights. Join us as we discuss: 🔹 How OneStream unifies both financial and operational data into a single platform, bringing transparency and accuracy to reporting. 🔹 The power of automation in reducing manual processes, increasing efficiency, and ensuring compliance with stakeholder reporting. 🔹 Re...
2024-10-2314 minThe OneStream PodcastThe OneStream Podcast: Solutions Series - Blueprints for SuccessOneStream’s Solution Exchange provides over 100 solutions designed and built to help you continually adapt the platform to your business needs and maximize your investment. The CPM Blueprint and ESG Blueprint are two recent additions that provide valuable foundations and templates for customers. On this edition of The OneStream Podcast, Peter Fugere talks with Terry Ledet and Brad Malis from the Solution Network team about the two blueprint solutions. The three discuss how the solutions came about and their value to customers.
2024-10-1425 minThe OneStream PodcastThe OneStream Podcast - Industry Spotlight: Consolidation in Construction with Astral SG and Black & McDonaldConsolidation for large companies with multiple entities can be a challenge when only using a tool like Excel. In this episode of The OneStream Podcast, Peter Fugere talks with representatives from Black & McDonald and OneStream partner, Astral SG about how Astral SG implemented the OneStream platform at Black & McDonald and helped to improve the accuracy and efficiency of their consolidation process.
2024-09-1032 minThe OneStream PodcastExpert Series: Understanding ESG ReportingEnvironmental, Social and Governance (ESG) reporting mandates have changed the way many large companies around the world have to track and report their adherence to a new set of regulatory guidelines. On this episode of The OneStream Podcast, Hein Scholten from the OneStream Solution Network team joins Peter Fugere for an in-depth discussion on what exactly ESG reporting is and how OneStream is helping its customers with ESG reporting and planning capabilities.
2024-08-1331 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 022 - Unifying Data for Success: Elevating Financial Insights with OneStream Integration In this episode of the CPM Customer Success Podcast, we dig into the transformative power of OneStream's Data Integration capabilities. Join us as we explore how OneStream unifies data to drive business success, ensuring unparalleled data quality and integrity. Whether you're a finance professional, an accounting expert, or an IT specialist, this episode is packed with valuable insights on how seamless data integration can elevate your financial reporting and operational efficiency. We'll break down what makes OneStream's Data Integration unique, from the Smart Integration Connector to the powerful Data Management and Stage Engines. Discover how these features st...
2024-08-0114 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 021 - Power of OneStream's Built-in Financial Intelligence n this episode of the CPM Customer Success podcast, we delve into the world of OneStream Financial Intelligence and uncover the powerful capabilities it offers to modern businesses. Join us as we explore what OneStream Financial Intelligence is, why it's crucial for today's fast-paced business environment, and the incredible benefits it brings to organizations. We'll start with an overview of OneStream's unified Corporate Performance Management platform and its built-in financial intelligence features. Learn how automated financial consolidations, built-in currency translations, and advanced financial analytics can transform your financial operations, ensuring accuracy, compliance, efficiency, and deeper insights.
2024-07-2513 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 020 - Mastering Financial Data Quality with OneStream: The Ultimate Differentiator Welcome to Episode #20 of the CPM Customer Success podcast! Continuing our series on OneStream's unique differentiators, this episode delves into the critical topic of Financial Data Quality. Building on our previous Episode #18 discussion about Extensible Dimensionality, we explore how OneStream's foundation in data quality has evolved into a powerful engine that sets it apart from competitors. Join us as we uncover the history and evolution of OneStream's Financial Data Quality. Learn about the comprehensive capabilities of OneStream's Financial Data Quality engine, including seamless data integration from multiple sources, automated data loading, and robust auditing features. We...
2024-07-1714 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 019 - OneStream vs. Oracle Hyperion/Fusion Cloud EPM with Dave Collins In this episode of the CPM Customer Success podcast, we are joined once again by Dave Collins, an expert in Corporate Performance Management (CPM). Dave delves into a detailed comparison between Oracle Hyperion (aka Oracle Fusion Cloud EPM) and OneStream, highlighting the differences of Oracle's point solution approach vs. OneStream's platform. Dave shares insights into how OneStream's unified approach addresses the technical debt and integration complexities often encountered with Oracle Hyperion's multiple separate module solutions…whether on-premise or in the cloud. Dave provides compelling OneStream success stories, and explains how OneStream has drastically improved performance and operational eff...
2024-07-1041 minThe OneStream PodcastIndustry Spotlight - Technology with Archetype ConsultingFor some companies, revenue recognition drives the top line of their P&L and being able to report on it accurately and efficiently is critical. On this edition of The OneStream Podcast Jason Webster and Thomas Thuresson join Peter Fugere to discuss how Archetype Consulting has successfully implemented the OneStream platform to answer their clients’ rev rec needs
2024-07-0826 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 016 - 3 Common Office of Finance Challenges Solved by OneStreamThe 3 Kryptonite Weaknesses of Your Finance Systems (And How OneStream Can Be Your Superhero) Is your finance team battling inefficiency and outdated systems? They're not alone. Many departments face these financial kryptonite weaknesses: 1. The Point-Solution Hydra: Multiple, disconnected systems create a complex mess, wasting time and hindering collaboration. Imagine spreadsheets, legacy software, and siloed data sources – a true monster for any finance team! 2. The Technical Debt Monster: Reliance on outdated or poorly integrated systems creates a growing technical debt that weighs down your team's progress. Think of it as a financial gremlin constantly ca...
2024-06-1918 minThe OneStream PodcastThe OneStream Podcast: Author Series - OneStream Administrator HandbookOn this episode of The OneStream Podcast, Peter Fugere is joined by Jannesa Zhang, Matt Ha, and Eric Hanson to discuss their new book, OneStream Administrator Handbook. The authors discuss the inspiration for the book and how it can help OneStream administrators gain an appreciation of the OneStream application and provide the tools needed to tackle a wide variety of administrative actions that may surface.
2024-06-1227 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 013 - How to promote OneStream in your organization and Take Finance FurtherIf you're trying to convince your team about the value of implementing OneStream, this episode provides the insights you need. In this episode, we delve into OneStream's cause to "Take Finance Further." We discuss how OneStream empowers finance leaders to manage their finances more effectively, allowing for faster close, better planning, and more informed decision-making. Discover how OneStream's innovative solutions reduce technical debt, provide robust audit trails, and enable seamless data integration. Learn how finance teams can move beyond traditional reporting to truly drive business forward with AI-powered forecasts and unified financial insights. Take Finance Further.
2024-05-3007 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 010 - 7 Tips to Maximize Your Splash at the OneStream Splash ConferenceToday's podcast episode dives into the dynamic world of the OneStream Splash conference, the annual watershed event for OneStream customers and prospects. Set against the vibrant backdrop of Las Vegas from May 20-23, this episode offers "7 Tips to Maximize Your Splash, at Splash," ensuring you ride the wave of opportunities during the event. Whether you're a seasoned OneStream customer or a prospective user, you'll learn how to navigate the event effectively—from crafting a personalized agenda to strategic networking and exploring innovations for today's Office of Finance leaders. Tune in to transform your conference experience into a pivotal professional de...
2024-05-2412 minThe OneStream PodcastThe OneStream Podcast: Industry Spotlight - Mining Success with AscendIn our first industry spotlight, Peter Fugere talks with Peter Popalis, Mike Dewis, David Jasper, and Colin Sawford from OneStream Diamond partner Ascend about the complexities and special requirements that are found in the mining industry and how Ascend was able to use the OneStream platform to strike gold with their clients.
2024-05-1432 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 008 - How to Boost Manufacturing Finance: Mastering Customer and Product Profitability with OneStream – Part 2This is a continuation of last week's episode 007 for Manufacturing Finance leaders exploring OneStream's capabilities. This week's episode 008 shifts focus to a discussion of OneStream's capabilities for Manufacturing Finance organizations, as OneStream's Dave Collins, Director of Solutions Consulting and Global Alliances at OneStream, deep dives into achievable benefits of any Manufacturing organization faced with disparate systems and processes exacerbated by Supply Chain disruptions and rising global prices. The need for more impactful Manufacturing Finance professionals is evident, and OneStream offers solutions via its unified intelligent finance platform.
2024-04-2433 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 007 - How to Boost Manufacturing Finance: Mastering Customer and Product Profitability with OneStream – Part 1Dive into the world of advanced manufacturing finance in this episode where a panel of Manufacturing Finance leaders explores how OneStream's unified platform provides insights into customer and product profitability that are not provided by point solutions. Learn from multiple-time OneStream customer, Chad Pisha, CAO of IPS Corporation, as he shares insights and practical strategies to harness the full potential of OneStream for detailed financial analysis and decision-making. Greg Hertling, Nova Advisory Partner, also joins to discuss how top manufacturers are leveraging OneStream's capabilities to gain a competitive edge in a world filled with Supply Chain challenges...
2024-04-1723 minThe OneStream PodcastThe OneStream Podcast: Solution Series - MarketPlace SolutionsOn this episode of The OneStream Podcast, Solution Network team members Jessica McAlpine and Shawn Stalker join Peter Fugere to discuss the evolution of the OneStream MarketPlace. The trio chat about how the MarketPlace is helping customers extend their investment with OneStream and what solutions they can look forward to in the future.
2024-04-1628 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 006 - Future Customer's Introduction to Success with OneStream and Nova AdvisoryIn this episode, Andy introduces OneStream's unified financial operations platform, discussing its unique capabilities such as Extensible Dimensionality, data quality, analytic services, and the Solution Exchange. Highlighting customer success stories and the benefits of integrating operational and financial data, Andy emphasizes how OneStream simplifies corporate performance management. Listen for insights on enhancing financial processes and strategic planning. Key Highlights: [00:01 - 06:51] Introduction to the OneStream Revolution OneStream's mission is to enhance corporate financial management. The role of Nova Advisory as an exclusive OneStream integration partner. [06:52 - 14:12...
2024-04-1026 minOneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 005 - Forecasting the Future using OneStream for Financial Planning and Analysis (FP&A) with Nova Advisory Partner Greg HertlingIn this episode, Andy dives into financial planning and analysis (FP&A) with Nova Advisory Partner Greg Hertling, focusing on using OneStream for forecasting the future. Greg shares insights on FP&A's pivotal role, data integration, and process efficiency within OneStream, addressing real client challenges and enhancing forecasting accuracy. Greg Hertling, Nova Advisory Partner, brings over 20 years of experience in Financial Planning and Analysis (FP&A). With expertise in OneStream, he excels in data integrations, workflow design, analytics, and planning modules. Greg is dedicated to delivering seamless FP&A solutions and ensuring client success.
2024-04-0431 minOneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 004 - Pitfalls of CPM Software Landscape with OneStream's Dave CollinsIn this episode, Andy welcomes Dave Collins to discuss the complex landscape of CPM software. They dive into Dave's extensive background, from his early days at ComShare to his pivotal role at OneStream, highlighting the evolution of CPM solutions. The conversation covers the challenges businesses face with traditional ERP systems and modular solutions, emphasizing the benefits of OneStream's unified platform approach. Dave shares valuable insights on avoiding common pitfalls when selecting and implementing CPM software, making this a must-listen for finance professionals navigating the CPM software landscape. Dave Collins, Director of Solutions Consulting & Strategic Alliances at OneStream...
2024-03-2541 minOneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 003 - Three Office of Finance Challenges Solved by OneStreamIn this episode, Andy dives into the transformative power of OneStream in addressing three critical challenges faced by the Office of Finance: the inefficiency of managing multiple-point solutions, the burden of technical debt, and the need for flexibility in financial reporting. Through expert insights, Andy illuminates how OneStream's unified platform not only streamlines financial operations but also significantly reduces the total cost of ownership and enhances business adaptability with its innovative approach to corporate performance management. Key Highlights: [00:01 - 03:21] Complexity in Financial Operations: Addressing Challenges CPM solutions are faced with evolving...
2024-03-2517 minThe OneStream PodcastThe OneStream Podcast: Solution Series - Partner PlaceWith the introduction of the Solution Exchange, OneStream is enabling the ecosystem to develop solutions. On this edition of The OneStream Podcast, Peter Fugere talks with Solution Network team members Jason Fitzgerald, Steve Vilotti, and Daniel Iannucci about the types of solutions partners are creating, including industry-focused enablement, and how the team supports development partners in extending the reach of the platform through PartnerPlace.
2024-03-1929 minOneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journeyEp. 001 - Why OneStream for CPM CustomerIn this episode, Andy Smetana shares insights on using OneStream for financial process enhancement, drawing from his extensive experience in ERP systems and financial management. Featuring case studies and interviews with successful OneStream users, the podcast focuses on improving financial operations for organizational growth. It highlights the importance of building a OneStream community and underscores the platform's role in driving continuous success in finance operations. Andy Smetana, Chief Revenue Officer at Nova Advisory, is responsible for Nova Advisory's revenue operations including brand positioning, marketing & alliances, and sales activities. A consulting veteran with 25+ years of hands-on...
2024-02-2915 min
Lead the Team (Top 2% of Podcasts)How Your Team Can ALWAYS Perform Under Pressure - Chief Cloud Operations Officer at OneStream, Mark AngleEver been on an executive cruise? This episode is brought to you by UnCruise Adventures Small Ship Cruising that connects guests with nature and wildlife while exploring some of the most remote and scenic destinations on the West Coast of the Americas including Alaska, Baja, and Hawaii. Get the latest deals benleads.com/cruise---He Unlocked the Key for Performing Under Pressure...Mark W. Angle, Chief Cloud Operations Officer at OneStream Software, shares an important message for boosting your team’s performance.Even when people can execute…...can they...
2024-02-1931 minThe OneStream PodcastSolution Series: OpenPlaceOn this edition of The OneStream Podcast, Peter Fugere talks with Shane Fraley and Eric Osmanski from the Solution Network about all things OpenPlace. Learn how OpenPlace is empowering customers, partners and OneStream enthusiasts to create new solutions on the OneStream platform. The trio will also share what valuable content is already on OpenPlace and what is coming in the future.
2024-02-1927 minThe OneStream PodcastSolution Series: The Solution Network The OneStream Podcast kicks off Season 3 with an in-depth look at the Solution Network team and how they are working to extend and elevate the OneStream platform for our customers and partners. Solution Network team members Jon Rambeau and Daniel Iannucci chat with Peter Fugure about what’s coming up this year on the Solution Exchange and how the MarketPlace, PartnerPlace and OpenPlace are continuing to evolve to meet the needs of partners and customers.
2024-01-2431 minThe OneStream PodcastExpert Series: Exploring Industry Trends with Howard DresnerOn The OneStream Podcast season two finale, Peter Fugere is joined by Chief Research Officer at Dresner Advisory Services and the ‘Father of BI”, Howard Dresner, to discuss trends in the EPM market, the adoption of machine learning and artificial intelligence and much more!
2023-11-0733 minThe OneStream PodcastExpert Series: OneStream Platform 8.0With the release of Platform 8.0, OneStream is providing the foundation for next generation architecture that will streamline cloud operations, enhance the customer experience, provide the ability to dynamically scale for larger data workloads, and much more. On this episode of The OneStream Podcast, product experts Ryan Berry and Jeremy Guttman join Peter Fugere to discuss 8.0, what’s new, how to upgrade, and where to get training and support for OneStream Platform 8.0.
2023-10-2432 minThe OneStream PodcastExpert Series: Analytic ServicesOn this edition of The OneStream Podcast, Peter Fugere is joined by OneStream Architects Todd Renard and Sam Richards to discuss Analytic Services and how it is enabling customers to detect trends and financial signals that drive informed decision-making at the speed of business.
2023-10-1033 minThe OneStream PodcastSolution Series: Contributing to the Solution Exchange with Black Diamond AdvisoryOn this edition of The OneStream Podcast, Randy Werder and Damon Mittleider from Black Diamond Advisory join Peter Fugere to discuss how the ability to develop PartnerPlace solutions on top of the OneStream platform has allowed them to continually address the changing needs of not only their clients but the entire OneStream community.
2023-09-2628 minThe OneStream PodcastSolution Series: Finit and Leveraging the Power of the PlatformOn the fourth part of our Solution Series, Peter Fugere speaks with Sam Williams and Jay Hampton from Finit about how the ability to develop new solutions, such as DrillIt and Toolkit, on top of the OneStream platform and deliver them through the Solutions Exchange has helped to empower all users to be power users!
2023-09-1127 minThe OneStream PodcastSolution Series: Spaulding Ridge and Dynamic Cash FlowThe power of a true platform is the ability to build new solutions directly on the platform. On this episode of The OneStream Podcast, Peter Fugere speaks with Beau Reynolds and Emil Fernandez from Spaulding Ridge about how they did just that with their Dynamic Cash Flow solution, which is available via the PartnerPlace within our Solution Exchange. The guys also discuss how developing pre-built solutions allows them to continue to address a customer’s unique business requirements without the need for additional software and what’s in store in the CPM+ space.
2023-08-2927 min
IMDaily - Innovate Marketing DailyOneStream Software Recognized on 2023 Inc. 5000 List of Fastest Growing CompaniesOneStream Software Recognized on 2023 Inc. 5000 List of Fastest Growing Companies.“OneStream’s recognition on the 2023 Inc. 5000 list is a testament to the market demand we are seeing for cloud-based financial software that can help organizations plan, report and analyze their operations with speed and agility,” said Tom Shea, CEO at OneStream Software.“Running a business has only gotten harder since the end of the pandemic,” said Inc. Magazine Editor-in-Chief SCOTT OMELIANUK. “To make the Inc. 5000 – with the fast growth that requires – is truly an accomplishment. Inc. is thrilled to honor the companies that are building our future.”
2023-08-1505 minThe OneStream PodcastSolutions Series: AMCO Solutions and Lease AccountingThe OneStream Podcast Solution Series continues as Peter Fugere speaks with Pascal Walk and Jason Call from our partner AMCO Solutions! They discuss with Peter how they developed the AMCO Lease Accounting Solution and the value this delivers to customers, the power of developing on a true platform and their Center of Excellence.
2023-08-1525 minThe OneStream PodcastSolution Series: Strategic iQ and the Automotive Planning FactoryThe power of the OneStream platform is being able to develop software right on top of it to enhance the customer’s investment. On this episode of The OneStream Podcast, Peter Fugere visits with Ken Dowd, Michael Whiteman, and David Pavlov from Strategic iQ about the power of the OneStream platform, being one of the first PartnerPlace solution providers in the Solution Exchange, and how the ability to create additional apps within the OneStream environment has helped them to meet and exceed expanding client requirements.
2023-08-0130 minThe OneStream PodcastSolution Series: OneStream as a Development Platform - The Benefits of the Solution ExchangeIn our debut Solution Series episode, Peter Fugere is joined by Specialty Engineering team members Andy Moore and Steve Vilotti to discuss how the Solution Exchange, featuring MarketPlace, PartnerPlace and OpenPlace solutions, is helping to create a true developers’ community for OneStream customers and partners!
2023-07-1829 minThe OneStream PodcastAuthor Series: Advanced Reporting and DashboardsOne of the greatest strengths of the OneStream platform is its ability to create a large variety of reports and custom dashboards. Now there's a new book from OneStream press to help you do just that. On this edition of The OneStream Podcast, Peter Fugere is joined by the authors of “OneStream Advanced Reporting and Dashboards”, Roy Googin, Jessica Toner, and Andrea Tout, to discuss how this book will help readers move beyond the standard interface, design and build cube views, create role-based dashboards, and much more!
2023-07-0527 minThe OneStream PodcastExpert Series: Data ReconciliationOne of the biggest risks to an implementation is improper data reconciliation. Kevin Hebbel, from SC&H Group, joins Peter Fugere on this edition of The OneStream Podcast to discuss how to validate data and when this is best done during the implementation phase.
2023-06-1927 minThe OneStream PodcastExpert Series: The Build Phase – Creating the SolutionAfter the requirements and design phase, it’s time to start building the OneStream solution. On this episode of the OneStream Podcast, Philip Parker, Managing Partner from Holland Parker, joins Peter Fugere to discuss the build phase and how to make sure the customer’s requirements are being met with the OneStream platform.
2023-06-0529 min
The Azure PodcastEpisode 463 - OneStream's journey to AzureThe team catches up with Ryan Berry to learn about OneStream's journey to Azure. They talk about both the benefits and pitfalls and why Ryan is happy OneStream in running in Azure.
Media file: https://azpodcast.blob.core.windows.net/episodes/Episode463.mp3
YouTube: https://youtu.be/Um4rg4eKRuU
Resources:
https://www.onestream.com/blog/onestream-splash-dc-wows-attendees-with-ai-powered-cpm-capabilities/
Other updates:
Public Preview – Data Migration for Oracle | Azure updates | Microsoft Azure
Build 2023: New Azure App Service plans fuel greater choice and savings...
2023-06-0500 minThe OneStream PodcastExpert Series: Prototyping – A Tool to Improve DeliveryA great way to validate requirements and design sessions is the use of prototypes. Prototyping can help show how OneStream will handle various tasks for the customer and help to get buy-in from the different teams involved in an implementation. On this edition of the OneStream Podcast, Peter Fugere is joined by Liz Weir from Nova CPM to discuss prototypes and how they are a valuable part of a successful OneStream implementation.
2023-05-2328 minThe OneStream PodcastExpert Series: Design – Creating the Plan and Delivering a Solution that Delivers Long-Term ValueThe design session is a critical part of a successful OneStream implementation. This is where the integration of the OneStream Platform starts to ramp up for customers. On this edition of the OneStream Podcast, Chris Barbieri and Jim Heflin from Finit join Peter Fugere to discuss what goes into design sessions and the steps you can take to help make them successful.
2023-05-0933 minThe OneStream PodcastExpert Series: Requirements – Engaging With the Customer to Refine the SolutionOn this episode of the OneStream Podcast, Peter’s journey through the process of creating high quality customer solutions enters the requirements phase. Joining Peter to discuss this important step is Black Diamond Advisory CEO Randy Werder. Together, they will cover preparing the client for the requirements session, ways to engage the client prior to the meeting and what results to expect from the requirements session.
2023-04-2530 minThe OneStream PodcastExpert Series: Implementing a Solution and Creating Your Team – An OverviewOnce a company has selected a corporate performance management (CPM) solution, the real work begins. The implementation is a partnership between the customer, the software vendor and the implementers. On this episode of the OneStream Podcast, Nick Blades, Vice President of North American Services at OneStream, takes Peter through the implementation process. From the style of project management to who will be on the team, Nick discusses the steps and people necessary for a successful implementation
2023-04-1028 minThe OneStream PodcastExpert Series: The Presales ProcessChoosing a corporate performance management (CPM) vendor to partner with is a major decision for companies. On this episode of the OneStream Podcast, Peter Fugere is joined by Lead Solutions Consultants Charlie Harris, Jim DePietto, and Michelle Pretlow to discuss the importance of the presales process and how OneStream uses it to show potential clients how our single, unified platform can simplify financial close & consolidation, planning, reporting and operational analytics and deliver value to their bottom line.
2023-03-2832 minThe OneStream PodcastExpert Series: The CPM BlueprintOn this episode of the OneStream Podcast, Peter Fugere talks with Terry Ledet and Jon Rambeau from the Specialty Engineering team about the CPM Blueprint solution. Built for customers and partners, the CPM Blueprint solution can serve as a starting point for an implementation, provide training as a reference application for sound design principles, or provide validation of various settings within a OneStream deployment.
2023-03-1430 minThe OneStream PodcastExpert Series: Sensible Machine LearningThe adoption of artificial intelligence (AI) and machine learning (ML) by the Office of Finance and Operations is a matter of when — not if. Sensible ML, OneStream’s first AI-enabled MarketPlace solution, is designed to productize time-series ML modeling for corporate performance management (CPM) and break down the traditionally high barriers to entry of advanced analytics for organizations. On this episode of the OneStream Podcast Peter Fugere is joined by Drew Shea, Scott Leshinski, and Chris Bielinski from OneStream’s Sensible ML team to discuss how this amazing technology breaks down the traditional barriers and accelerates the forecasting process for ou...
2023-02-2749 minThe OneStream PodcastExpert Series: Selling Customer Success with Craig ColbyOn this episode of the OneStream Podcast, Peter goes sailing through the history of how the company was started and grown with Co-Founder and President of OneStream, Craig Colby. Craig details how OneStream has evolved since its inception, not only as a platform but also in the sales process to better support our mission of delivering 100% customer success.
2023-02-1330 min
ArchetypicalArchetypical - Episode 5 (What is OneStream & Who is John Morehead)Episode 5 - We have John Morehead, Sr. Director on our Performance Management team to discuss why OneStream is the CPM solution for both the present and future.
John has been working as a consultant for the past 10 years working with products like Oracle, Anaplan, Adaptive and Planful. And now for the past 4 years has been exclusively working with OneStream. His breadth of experience gives him the ability to know the positives and negative of all these tools and why OneStream continues to be the best solution to unify the financial process for organizations.
Archetype is a Diam...
2023-01-3127 minThe OneStream PodcastExpert Series: Evolution of the Platform with Bob PowersPlatform, platform, platform. Listeners of the OneStream Podcast know how passionate Peter is about that subject and on this episode he is joined by a guest who’s just as passionate. Bob Powers, one of the co-founders of OneStream Software and current CTO, talks about how a handshake and long nights of coding over a decade ago has led to a platform that is revolutionizing corporate performance management (CPM). Peter and Bob also discuss how OneStream continues to develop capabilities that help make the platform an even more powerful and robust solution for our customers, partners and employees.
2023-01-3126 minThe OneStream PodcastExpert Series: A Conversation with Tom SheaThe OneStream Podcast kicks off Season 2 with a very special guest. OneStream CEO Tom Shea joins Peter Fugere to talk about how a simple concept from years ago has grown to a powerful solution that is changing the entire corporate performance management (CPM) market today!
2023-01-1634 minThe OneStream PodcastSeason 2 PromoSeason Two of the OneStream Podcast is fast approaching and Peter has a great list of guests lined up! Here's Peter with what we can expect. See you January 17th!
2022-12-2801 minThe OneStream PodcastExpert Series: Global Education ServicesA platform is only as good as the people using it and OneStream is dedicated to making sure customers have ample training options that work with their busy schedules. On this episode of the OneStream Podcast, Peter Fugere talks with Beverly van de Velde, Vice President, Global Education Services at OneStream about the importance of education, the Certification program, OneStream Navigator, and what learning opportunities customers can expect to see in the future.
2022-12-2026 min
EPM ConversationsEPM Conversations -- Episode 15. A Conversation with Cameron Lackpour and Celvin Kattookaran, a OneStream conference and a OneStream bookSelectively extrovertedCelvin and Yr. Obt. Svt. struggled over recording this podcast in two ways. Firstly, talking about ourselves: no matter what you might think about geeks with blogs, presentations, books, and yes, this podcast, talking about other things is pretty easy; talking about yourself is hard. Secondly, deciding to do so and then recording the podcast wasn’t particularly easy, even the technical bits (your author used the old podcast software that buggered us up completely a while back and then dropped three times during the recording). Ugh. So hard in fact that what you’re...
2022-12-1449 minThe OneStream PodcastAuthor Series: OneStream Foundation Handbook (Smith; Slone)OneStream is a modern, unified platform that is revolutionizing corporate performance management (CPM) and a key feature of that is reporting. On this installment of the OneStream Podcast, Jacqui Slone from Product Management and Distinguished Architect Chul Smith join Peter Fugere to discuss how to deliver quality reports that perform to their peak and the valuable reporting insights they share in the OneStream Foundation Handbook.
2022-12-1329 minThe OneStream PodcastExpert Series: Stubbing OutOneStream is a unique and powerful single source, intelligent financial platform. And with that, there are some unique terms when it comes to using the software. One such term is “Stubbing Out”. In this special edition of the OneStream Podcast, Peter Fugere leads a panel discussion about what exactly “Stubbing Out” means, and when it should be used. Joining Peter for this round table are fellow OneStreamers Matt Kerslake, Manager, Technical Content Development and Distinguished Architects Chul Smith and Tony Dimitrie. From Design and Implementation to Training, this is a comprehensive discussion on an often asked about topic, “Stubbing Out”.
2022-12-0627 minThe OneStream PodcastFoundation Series: BI Blend Engine - A Key Component to OneStream’s Analytic Blend CapabilityOneStream is a single platform containing several engines that allow you to unify all of your financial and operational data. One of those engines is BI Blend, which plays a key roll in OneStream’s analytic blend capabilities. On this edition of the OneStream Podcast; Sam Richards, OneStream Architect, joins Peter Fugere to discuss what BI Blend is and how it can detect trends and financial signals in large volumes of data to help you make informed decisions for your business.
2022-11-2125 minThe OneStream PodcastExpert Series: Customer SuccessThe OneStream mission statement is “Every customer is a reference, one success at a time”. On this edition of the OneStream Podcast, Peter Fugere talks with Mark Sims, Vice President, Customer Success, about how his team is helping to accomplish this goal and how OneStream is perfecting the imperfect science of Customer Success.
2022-11-2126 minThe OneStream PodcastAuthor Series: OneStream Foundation Handbook (Bankston)A critical component of any successful implementation is strong project management. On this episode of the OneStream Podcast, Peter Fugere talks with Greg Bankston, Director of Customer Success for the Southern Region at OneStream, about all things project management. This is a great discussion with valuable insights for project managers everywhere. If there is a topic you would like to see us cover, or have any questions or comments, reach out to us at podcast@onestreamsoftware.com.
2022-11-0825 minThe OneStream PodcastAuthor Series: OneStream Finance Rules and Calculations Handbook (Golembiewski)OneStream’s unique ability to provide a multitude of solutions across dozens of industries is largely due to its dynamic Finance Engine. On this edition of the OneStream Podcast Peter Fugere talks with OneStream Distinguished Architect Jon Golembiewski about his book, OneStream Finance Rules and Calculations Handbook, and how everyone from novice users to seasoned veterans can learn to write Finance Business Rules and Calculations. Peter and Jon discuss the inspiration for the book, what readers can learn from it and even how a rubber ducky can be a rule writing aid. If there is a topic you would li...
2022-10-2426 minThe OneStream PodcastExpert Series: OneStream MarketPlaceThe OneStream MarketPlace is a great way to extend your investment and add value to your existing OneStream Platform. Join Peter Fugere as he talks with Jason Fitzgerald, Senior Vice President of Specialty Engineering for OneStream, about the many solutions available in the MarketPlace and how they can help you address changing business requirements without adding complexity. If there is a topic you would like to see us cover, or have any questions or comments, reach out to us at podcast@onestreamsoftware.com.
2022-10-1127 minThe OneStream PodcastAuthor Series: OneStream Financial Close Handbook (Malandra; Queeney)On this edition of the OneStream Podcast, Peter Fugere dives deeper into the "OneStream Financial Close Handbook". This time Peter brings us a look at the book from a partner’s perspective. Michael Malandra and Mike Queeney from Direct Analytics join the show to discuss how OneStream helps to streamline Financial Close and Consolidation and how the "OneStream Financial Close Handbook" provides a better understanding of the process. If there is a topic you would like to see us cover, or have any questions or comments, reach out to us at podcast@onestreamsoftware.com.
2022-09-2726 minThe OneStream PodcastAuthor Series: OneStream Financial Close Handbook (McAlpine; Connors; Darren)This episode is part of the OneStream Press Author Series and focuses on the OneStream Press book: "OneStream Financial Close Handbook”. Join Peter as he talks with three of the authors, Jessica McAlpine, Ryan Connors and Kelly Darren about this new book and how readers can benefit from it. Learn about OneStream and the Financial Close from three unique points of view and get inspired with real-world examples provided by the authors. If there is a topic you would like to see us cover, or have any questions or comments, reach out to us at podcast@onestreamsoftware.com.
2022-09-1330 minThe OneStream PodcastFoundation Series: Dashboards and ReportingThis edition of the OneStream Podcast is part of our Foundation Series and covers Dashboards and Reporting. Peter Fugere is joined by Nick Blades, OneStream VP of North America Services. Together they take a deep dive into what goes into creating dashboards and reports using the OneStream platform. Nick shares tips and best practices he has learned from over eighteen years in the industry. Touching on everything from design to Cube Views, this is a jam packed episode. After listening, you can find more information on this topic at the ONE Community - Reporting - OneStream Community. If there...
2022-08-2928 min