Shows
The OneStream PodcastThe OneStream Podcast: Partner Spotlight - KTX SolutionsOn Peter Fugere’s final episode of the OneStream podcast, Clint Holt from KTX Solutions joins him to discuss the implementation of OneStream's CPM Express. They explore the efficiency and speed of the implementation process, the importance of client engagement, and the transformative impact of AI on project delivery.
2026-05-2626 min
OneStream CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey105: OneStream Podcast Partner Spotlight with Nova AdvisoryWhat does it really take to accelerate a successful CPM transformation? In this special edition of CPM Customer Success, we feature an episode from the official OneStream podcast where Nova Advisory's Liz Weir and Matt DeCarlo join Peter Fugere for a candid conversation about how CPM Express is helping organizations shorten implementation timelines, reduce project fatigue, and deliver meaningful business value faster. The team also dives into the evolving role of AI within OneStream, practical lessons from real customer engagements, and why early visibility and rapid wins can completely change the momentum of a finance t...
2026-05-1925 minThe OneStream PodcastThe OneStream Podcast: Foundation Series - Is Your Data AI Ready?This episode of The OneStream Podcast is all about AI and your data. Peter Fugere and Om Kapoor discuss how organizations can prepare their data for AI integration, OneStream’s AI solutions for data readiness, governance, and the emerging era of agentic AI.
2026-05-1234 minThe OneStream PodcastThe OneStream Podcast: Solution Series - CPM Express Successes with TaysolsOn this episode of The OneStream Podcast, Peter Fugere interviews Mark Taylor from Taysols about how CPM Express has not only helped them accelerate client implementations, but has become Taysols’ go to starting point for most of their new projects.
2026-04-2830 minThe OneStream PodcastThe OneStream Podcast: Partner Spotlight - Nova AdvisoryWith CPM Express, OneStream has provided customers with an accelerated implementation that packages decades of experience and best-practices into a rapid-deployment (8-12 weeks) that’s quick to configure, providing predictable cost and time to value to streamline your finance processes. On this episode of The OneStream Podcast, Liz Weir and Matt DeCarlo from Nova Advisory join Peter Fugere to discuss their experiences and successes implementing CPMx for their clients.
2026-04-1423 minThe OneStream PodcastThe OneStream Podcast: Author Series - OneStream Workspaces and AssembliesOn this episode of The OneStream Podcast, Peter Fugere is joined by Jessica Toner and Eric Telhiard to discuss their new book ‘OneStream Workspaces and Assemblies’ and how these evolutions in architecture are reshaping the development workflow and creating new opportunities to optimize user experiences and system efficiencies.
2026-03-3124 minThe OneStream PodcastThe OneStream Podcast: Solution Series - CPMx IFRSOn this episode of The OneStream Podcast, Peter Fugere is joined by Aymar Doat to discuss CPMx IFRS. The pair talk about the differences from US GAAP and how OneStream has tailored it’s already successful CPM Express offering to accelerate implementations for EMEA customers.
2026-03-1728 minThe OneStream PodcastThe OneStream Podcast: Solution Series - The Tariff App by SKYROQ ConsultingOn this episode of The OneStream Podcast, Peter Fugere talks with Raj Chaudhury and Scott Viafore from SKYROQ Consulting to discuss their innovative Tariff Solution, developed to address the complexities of tariff management in businesses and the solution’s benefits for companies navigating the challenges posed by fluctuating tariffs.
2026-03-0425 minThe OneStream PodcastThe OneStream Podcast: Partner Spotlight - AMCO SolutionsOn this episode of The OneStream Podcast, Peter Fugere welcomes Jason Call from AMCO Solutions to discuss the growth and success of AMCO as a partner of OneStream. The duo discusses the innovative solutions AMCO has created, implementation strategies, the integration of AI, and the importance of customer engagement.
2026-02-1731 minThe OneStream PodcastThe OneStream Podcast: Partner Spotlight - Appreciating Our PartnersOn this special episode of The OneStream Podcast, we’re celebrating the invaluable contributions of our partners in driving innovation and delivering exceptional solutions for our clients. Shawne Vandesteeg and Sean Thompson from OneStream’s Alliances team join Peter Fugere to discuss the essential role our partners play in the OneStream ecosystem and the ways we recognize them during Partner Appreciation Month.
2026-02-0221 minThe OneStream PodcastThe OneStream Podcast: Author Series - OneStream FundamentalsOn this episode of the OneStream Podcast, host Peter Fugere interviews Ricky Parkash, a senior trainer at OneStream, about his new book, 'OneStream Fundamentals.' Ricky shares insights on the writing process and how the book can serve as a valuable resource for both new and experienced users of the OneStream platform.
2026-01-2017 minThe OneStream PodcastThe OneStream Podcast: Partner Spotlight - TruQua, an IBM CompanyOn this episode of the OneStream Podcast, host Peter Fugere is joined by Nuno Guimaraes and JS Irick from TruQua, an IBM Company, to discuss the evolving landscape of financial planning and analysis (FP&A). They explore the challenges organizations face during financial closing, and the importance of optimizing financial processes along with the impact of AI on FP&A.
2026-01-0636 minThe 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 min
Black Diamond PodcastS2E9 | OneStream Director Reveals Why ML Isn't Scary
Tiffany Ma, Director of Product Marketing for AI and Operational Analytics at OneStream, returns for her second podcast appearance to share what's really happening with AI in finance. From 100+ live customer implementations to natural resource forecasting, the AI hype is meeting actual results.
Remember when Tom Shea showed IBM Watson back in 2017 and shocked everyone by saying "this is really hard, I'm not gonna sell it to you"? That honesty was refreshing, but also showed the problem - AI was expensive, complicated, and required data scientists writing Python for years. Fast forward to today and OneStream's...
2025-11-2021 minBlack Diamond PodcastS2E8 | $5B Distributor's OneStream RescueJohn Kowalkowski, Senior Manager of Financial Systems at BradyPLUS, shares the wild story of taking over a failing OneStream implementation, managing consolidations across 35-40 different ERPs, and building a roadmap for a newly formed $5 billion distribution company. Plus, insights on AI from someone with actual machine learning background.
John started when an implementation was at a "trainwreck status". Everyone was overwhelmed with too many responsibilities. John took it over, spent a year getting everything in place amid ongoing organizational change. The data wrangling nightmare included 35-40 individual ERPs and ended up being organized and usable.
John's...
2025-11-0617 minBlack Diamond PodcastS2E7 | Cutting Planning Time By a WeekRicky LaBerge shares how a global manufacturing company transformed both consolidation and planning processes with OneStream.
Their old planning system was basically just a repository. Offline models everywhere, constant data loading issues, and fire drills that ate up valuable time. Instead of discussing the business, they were stuck trying to get numbers into the system.
After their OneStream implementation, there were no more fire drills. They were consistently closing books and issuing results to management on day four instead of day five. On the planning side, they started working before books are even closed thanks to...
2025-10-2312 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 minBlack Diamond PodcastS2E6 | Running a Complex Aviation Services BusinessPhil Kaplan, FinTech Manager at Unifi, joins Cameron and Celvin to discuss running OneStream for a complex aviation services business. From contract-level planning across US, Canada, and UK airports to exploring AI for flight forecasting - this is real-world FP&A in action.
Unifi is doing everything at airports except flying planes - baggage handling, cleaning, maintenance for Delta, Southwest, and other airlines.
They have a CFO-driven AI initiative with a tangible use case: improving flight count forecasts. Weather, events, and seasonal patterns make flight forecasting ideal for AI. External data sources could dramatically improve...
2025-10-0915 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 minBlack Diamond PodcastS2E5 | OneStream Power User Talks AIHeather from Attain Finance sits down with Cameron and Celvin to share her journey from the early days of Hyperion consulting to running OneStream at a financial services company today. This is a refreshingly honest conversation about career transitions, platform evolution, and trying to figure out what AI actually means for finance professionals.
Like everyone else at Splash 2025, AI came up a lot. Heather's take is refreshingly measured - she describes herself as "excited but optimistic but skeptical." It's an initiative for Attain Finance this year to figure out where AI fits, so she's attending sessions and...
2025-09-2514 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 minBlack Diamond PodcastS2E4 | From 50 Excel Spreadsheets to Real-Time PlanningJoin Allie, Senior Director of Corporate FP&A at Generac, as she shares how they transformed their financial planning process using OneStream. Discover how this leading generator manufacturer eliminated weeks of manual work and gained unprecedented visibility into their business.
The brutal reality of their old process: "finger in the air hoping the wind hits it right" for anything beyond annual budgets. Sound familiar?
What actually changed:
Roster updates went from once yearly (50+ spreadsheets) to quarterly with granular detail
Long-range planning moved from Excel guesswork to real-time accordion forecasting
Compensation modeling now handles 60% of...
2025-09-0419 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 minBlack Diamond PodcastS2E3 | From Skepticism to SuccessHosts Greg Beaton and Ryann Hristovsky sit down with Adrian Griffin, Financial Systems Manager at Subaru of America, to explore an incredible transformation story. Recorded at OneStream Splash 2025 in Nashville, this episode reveals how Subaru evolved from skeptics to enterprise-wide advocates through strategic implementation and smart change management.
Key Discussion Points:
Corporate transformation journey: How Subaru went from skeptical to having departments compete for the next OneStream project
Beyond traditional CPM: Custom OneStream applications for extended warranty business (Added Security) using relational tables and cube integration
VIN-level transaction drilling: Custom development enabling users to "see the V...
2025-08-1519 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 minBlack Diamond PodcastS2E2 | Digital Transformation At ScaleWe sit down with Dane Arbuckle from Richardson International to explore how a 160-year-old agribusiness company successfully transformed their finance operations through strategic OneStream implementation. This compelling conversation reveals the critical lessons learned from scaling digital transformation across complex business models.
Key Discussion Points:
Building dedicated digital transformation teams: Why Richardson's Digital Ambition Group became the key to OneStream success
From Excel chaos to one-click consolidation: How finance teams eliminated the "smoosh" of manual spreadsheet linking
The power of future-proofing: Learning from phase one mistakes to build scalable, long-term solutions
Accordion Rolling Forecast implementation: Real-time collaborative...
2025-07-1722 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 minBlack Diamond PodcastS2E1 | AI Transformation in FinanceOur expert panel discussed on the revolutionary impact of AI in finance and corporate performance management. This candid conversation features Carl Yost, Vincent Valentine, Daniel Hopson, and Randy Werder as they explore how artificial intelligence is fundamentally changing the way CFOs and finance executives approach planning, forecasting, and decision-making.
We dive deep into the practical realities of AI implementation, moving beyond the buzzwords to discuss real-world strategies, challenges, and opportunities. From understanding executive mindset shifts to navigating the evolution from Excel-based processes to AI-enhanced workflows, this discussion provides actionable insights for finance leaders at every stage of...
2025-07-0321 minBlack Diamond PodcastS1E20 | Keeping up with FP&A's Rapid EvolutionJoin Cameron Lackpour and Celvin Kattookaran as they sit down with Peter Fugere, Chief Solutions Officer at OneStream Software, to explore the rapid evolution of the FP&A platform ecosystem. From his early days as a Navy veteran discovering Hyperion Enterprise to becoming employee #9 at OneStream, Peter shares his unique perspective on building communities around complex financial software.
The conversation dives into OneStream's strategic approach to democratizing enterprise planning through CPM Express—a solution that brings sophisticated consolidation and planning capabilities to mid-market companies in just five days. Peter reveals how OneStream's publishing initiative and Architect Factory ar...
2025-05-2225 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 minBlack Diamond PodcastS1E19 | The Art of Making Finance Tech Actually Make SenseJoin Cameron Lackpour and Celvin Kattookaran as they sit down with Jack Lacava, Product Enablement Manager at OneStream, to discuss the evolution of financial planning platforms and the critical role of community-driven learning. Jack shares his unique journey from web developer to EPM consultant to community moderator, offering insights into how OneStream's rapid pace of innovation—including hybrid cubes and AI capabilities—is reshaping FP&A workflows.
The conversation explores practical challenges facing finance teams today: managing feature adoption, establishing best practices for new tools, and bridging the knowledge gap between technical capabilities and business users. Jack prov...
2025-05-1517 minBlack Diamond PodcastS1E18 | Building the Future of FP&A MarketplacesA deep dive into how OneStream is democratizing access to financial planning solutions through Partner Place, Open Place, and the broader Solution Exchange ecosystem
Daniel Iannucci, Senior Program Manager of OneStream's Solution Network team, joins for an insider's perspective on one of the most ambitious initiatives in the FP&A technology space. This isn't just another product demo - it's a candid conversation about building a marketplace that could fundamentally change how finance teams access and deploy specialized solutions.
From Credit Unions to Solution Marketplaces
Daniel's path to OneStream is refreshingly unconventional. With 20+ years in...
2025-05-0819 min
Black Diamond PodcastS1E17 | From Manual to ModernVelibor, Director of Finance Transformation at OceanaGold, shares his journey implementing OneStream while leading broader finance transformation efforts after the company relocated from Melbourne to Vancouver. Working with an entirely new finance team creates a unique advantage—no attachment to legacy processes or outdated methods.
Velibor details his whirlwind travels from the Philippines to Las Vegas, training teams who are eager for the planning module following their successful consolidation implementation. The conversation reveals how proper financial systems drive strategic decisions, with Velibor emphasizing that organizations must "continue to evolve, don't be stagnant" to leverage technology for accessible, ac...
2025-05-0115 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
Black Diamond PodcastS1E16 | Bridging Generations in Tech
Onthis episode of the Black Diamond Podcast, Mel Lenhardt—Strategic CustomerAdvisor at OneStream—shares his journey from the early days of Hyperion toleading strategic initiatives today. He dives into how consulting has evolved,the impact of generational shifts in the workforce, and why AISML is set toredefine the future of EPM. Whether you're deep in the tech or just curiousabout where the industry is headed, this episode has something for you.
2025-04-2421 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
Black Diamond PodcastS1E15 | The Art of Problem-SolvingWhat does it take to solve complex challenges in enterprise software? In this episode, Ludovic De Paz shares his journey from working with SQL and Hyperion to leading innovative solutions at OneStream. He discusses the evolution of OneStream’s services, the power of cross-team collaboration, and how AI is shaping the future of financial technology. Tune in for valuable insights on problem-solving and adapting to a rapidly changing industry.
2025-04-1014 min
Black Diamond PodcastS1E14 | From Finance to InnovationJoin us for an insightful conversation with Jon Rambeau as he shares his journey from writing code on IBM mainframes in the 1980s to driving innovation at OneStream. Hear about his experiences in corporate finance, his role in the evolution of enterprise software, and the lessons he’s learned along the way. Plus, discover how teamwork, adaptability, and a passion for problem-solving have shaped his career. Don’t miss this engaging episode!
2025-03-2718 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 min
Black Diamond PodcastS1E13 | Consulting in the Age of AIAI is shaking up the consulting world—are you ready? In this episode, we sit down with Tiffany Ma, a powerhouse in product marketing, to talk about career pivots, AI’s growing role in consulting, and what the future holds for the next generation of tech professionals. From her journey through Deloitte, UC Berkeley, OneStream, and beyond, Tiffany shares insights on how AI is transforming implementation, the skills consultants need to stay ahead, and why adaptation is the key to success.
2025-03-1320 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 - 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 min
Black Diamond PodcastS1E12 | Revolutionizing Finance with AIIn this episode of the BDA Podcast, we’re joined by Andrew Shea, Senior Vice President of AI Engineering at OneStream, for an insightful and entertaining discussion on Sensible Machine Learning and the future of AI. Andrew shares how OneStream is revolutionizing business forecasting and offers advice for companies looking to begin their AI journey. Tune in for expert insights, practical tips, and a few laughs along the way!
2025-01-2322 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 PodcastS1E11 | The Future of Finance
Join Black Diamond Advisory for an insightful conversation with OneStream Co-Founders Bob Powers and Tom Shea! Dive into the future of finance as they discuss groundbreaking innovations for 2025, including:
- Enterprise Finance AI
- New Functionalities
- Experiflow
- Sensible Machine Learning
- Dynamic Dimensions
- And much more!
Don't miss this opportunity to explore the cutting-edge advancements shaping the world of enterprise finance. Subscribe for more expert insights and updates!
2025-01-1624 minBlack Diamond PodcastS1E9 | Reflecting on Community, Technology and What's Next
The wrap-up conversation you weren't supposed to hear - four hosts getting real about conferences, careers, and the future of OneStream
Our hosts step away from interviewing guests to have an honest conversation about what they've learned, where they're going, and why this little corner of the tech world matters so much.
The Magic of Conferences (And Why We're All Secretly Introverts)
The hosts get surprisingly vulnerable about the conference experience - from Cameron's revelation about being "selectively extroverted" to the reality that they all went to bed by 11 PM. They explore the paradox of...
2025-01-0227 minBlack 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 minBlack Diamond PodcastS1E7 | How to Build a Software Company Inside a Consulting FirmWhat happens when your CTO admits he built most of your products because he was "just lazy" and didn't want to hack XML anymore?
Damon Mittleider, Black Diamond Advisory's Chief Technology Officer takes a rare look behind the scenes of how a consulting firm became a software innovator in the OneStream ecosystem.
The Accidental Software Company
Damon reveals how BDA's product vision emerged from day one—not as an afterthought, but as a core strategy. Coming from the Oracle Hyperion world where every implementation was a custom rebuild, he recognized OneStream's object-oriented architecture could support som...
2024-12-1916 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 minBlack Diamond PodcastS1E6 | Break out of Excel JailWhat happens when a company gets so serious about modernization they create an entire "Digital Ambition" department?
Amanda Christensen and Dane Arbuckle from Richardson International are two managers who were pulled from their day jobs and given one mission: make OneStream's Phase 2 implementation succeed, no matter what.
The 100% Commitment Experiment
Richardson tried something most companies won't: they assigned full-time resources to their OneStream project instead of hoping part-time efforts would work. Amanda and Dane reveal what it's like to be completely dedicated to digital transformation while learning an entirely new platform from scratch.
...
2024-12-1225 minBlack Diamond PodcastS1E5 | A Finance Leader's Platform JourneyWhat happens when someone who's "grown up" in the Oracle ecosystem discovers OneStream?
Mike Burens from Univar Solutions, a finance systems veteran moved from Oracle HFM and BPC to OneStream and discovered what he'd been missing all along...
The "Single Platform" Reality Check
Mike shares what it actually means to consolidate from separate planning and consolidation systems onto one platform. After nine months on OneStream, his team is experiencing something they never had before: everyone looking at the same data, speaking the same language, using a single global chart of accounts.
What you'll...
2024-12-0510 minBlack Diamond PodcastS1E4 | Leaving Excel HellWhat happens when a legacy manufacturing company finally breaks free from spreadsheet chaos?
We sat down with Ryan Smith, Corporate Accounting Manager at Anderson Corporation, to explore their ongoing transformation from outdated consolidation tools to OneStream's integrated platform.
The Real Story Behind Digital Transformation
Ryan shares the honest reality of moving a traditional organization away from Excel-based processes that "work very well" toward a more streamlined, analytical approach. This isn't a success story about overnight change—it's about the messy, ongoing journey of getting people to embrace new ways of working.
Key insights co...
2024-11-2806 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 minBlack Diamond PodcastS1E2 | Navigating OneStream Implementations: Lessons LearnedJoin hosts Cameron Lackpour and Ashwin Manthena as they chat with Jerri Ciambriello, Director of Financial Systems and Reporting at Hubble Incorporated. Discover the transformative journey of Hubble's financial systems, moving from traditional spreadsheets to advanced forecasting with OneStream implementations.
Jerri shares insights from multiple CPM implementations and reveals how a partnership with Black Diamond Advisory revamped their planning processes. Listen in to learn about the strategic steps taken, challenges faced during the transition, and the exciting future possibilities with machine learning and AI.
2024-11-1410 minBlack Diamond PodcastS1E1 | Unraveling Cross-Cultural Dynamics in Performance ManagementIn this episode of the Splash 2024 Black Diamond Advisory YouTube Podcast, hosts Cameron Lackpour and Celvin Kattookaran are joined by special guest David Blanco to explore the intricate dynamics of cross-cultural interactions in the realm of performance management. David shares his journey from Latin America to North America, highlighting the unique challenges and opportunities faced when working across different cultures.
The conversation veers into the comparison between business practices in Latin America and North America, delving into the varied approaches to customer relationships and the meticulous care required in planning amidst economic pressures. The trio also examines...
2024-11-0718 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 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 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 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 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 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 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: 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 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 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 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 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 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 min