Podcasts about onestream

Consolidations don't have to be a 15-day nightmare. In Episode 67, Andy MNA breaks down why global close processes are so hard—and how OneStream simplifies it all. From currency translations to intercompany eliminations, we uncover the tools and success stories (tech + hospitality) that prove what's possible when your platform just works. If you're scaling globally, this is your playbook. http://www.novaadvisory.com/podcast  

Finance can't lead from behind siloed systems. In this episode, we explore how OneStream connects financial and operational data—giving leaders a unified view to forecast faster, plan smarter, and act with confidence. We break down the real cost of disconnected planning, reveal the top pain points CFOs face, and share how integrated data transforms decision-making. Plus: real-world wins from a water treatment company and Academic Medical Centers. Check all episodes from this Nova Advisory podcast, here: http://www.novaadvisory.com/podcast  

Beyond Budgeting: Why Modern FP&A Teams Are Ditching the Annual Plan Traditional budgeting is slow, rigid, and often outdated before the quarter even ends. In this episode of CPM Customer Success, we unpack why leading finance teams are leaving the annual plan behind and embracing a more agile, data-driven approach to planning. Join us as we break down: Why traditional budgeting processes are falling short How “Beyond Budgeting” unlocks agility, responsiveness, and smarter decision-making What role platforms like OneStream play in enabling rolling forecasts, scenario planning, and AI-powered insights We also spotlight two real-world success stories: A global water technology company, which consolidated systems and slashed load times An Auto Industry company, who unified finance processes and gained product-level visibility 12 days faster If you're tired of chasing accuracy in spreadsheets, and ready to elevate finance into a true strategic partner — this episode is your blueprint for change.

Yes, it's different, but we still think it's good.  Also, this is all you're getting.The latest OneStream Splash (that would be 2025's) is behind us and interesting it was.While I've typically live-ish blogged Splash (and what was once Open World and of course ODTUG Kscope), I was largely (completely0 unable to attend sessions because I was ensconced in a fancy suite in the Nashville Westin conducting Black Diamond Advisory's BDA Splash Podcast (yes, Celvin and I are on multiple podcasts – it's a tough life).  The show is a series of interviews with OneStream customers and employees in a talk show format.  I like to pretend I'm a significantly geekier Dick Cavett.   Sorry about the noiseWhat I and my objectively taller, younger, smarter, and subjectively better looking brother from completely different parents did was record our thoughts each night in the hotel lobby. While – maybe – our thoughts will pique your interest (I hope you're ready to hear Artificial Intelligence again and again and again interleaved with a mild amount of scepticism and yes there are other products in the OneStream world), I'm sorry to share that the sound in a marble hotel lobby can be quite dramatically variable.  Regardless, we think you'll be able to understand our conversation. Join us, won't you?  

In this episode, host Andy Smetana recaps the major announcements and innovations from OneStream's Splash 2025 conference in Nashville. From the debut of Sensible AI to hands-on tools like AI Forecasting, AI Studio, and Smart Agents, Andy breaks down how OneStream's latest capabilities are helping finance teams move faster, forecast smarter, and ditch the manual grind. Discover real-world success stories, like Endeavor Energy cutting forecast time from 2 days to 10 minutes—without a single data scientist. Whether you're already using OneStream or exploring your next CPM solution, this episode will give you a clear picture of what's now and what's next. https://www.novaadvisory.com/podcast  

This week, Sage announced its financial results for the six months to March 31st, 2025, Workday announced a new wave of Illuminate Agents designed to speed up hiring processes, improve worker experiences, streamline financial processes, and empower employees, UKG launched UGK Bryte payroll AI agents for both the UKG Pro and UKG Ready suites, delivering new tools that help all employees from the frontline to payroll administrators, OneStream announced a series of powerful enhancements at its Splash 2025 user conference, and Qlik announced the launch of Qlik Open Lakehouse, a fully managed Apache Iceberg solution built into Qlik Talend Cloud.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

On 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.

In this Splash 2025 episode, host Andy Smetana from breaks down what finance leaders can expect from OneStream's flagship user conference in Nashville. From Sensible AI Forecast and ESG innovations to real-world success stories from Gibson Brands and Endeavor Energy, this episode is your front-row seat to OneStream's biggest announcements. We also spotlight how OneStream's no-code tools and unified platform are helping finance teams move faster, forecast better, and scale smarter.

In ERP news this week, Oracle announced new cloud services – Oracle Banking Retail Lending Servicing Cloud Service and Oracle Banking Collections Cloud Service, Sage announced significant progress in its ongoing collaboration with Amazon Web Services (AWS), OneStream announced financial results for its first quarter ended March 31, 2025, and Epicor announced at its Epicor Insights 2025 user conference, the general availability of its latest agentic AI capabilities of Epicor Prism and predictive ML of Epicor Grow AI. Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

For this week's episode, Andy Smetana is joined by Pam McIntyre, SVP & Corporate Controller at OneStream Software, and Susan Maron, Chief of Staff at Nova Advisory, for a refreshingly honest and inspiring conversation. Together, they explore the origins of OneStream's Women in Finance initiative, the unique leadership qualities women bring to the table, and how mentorship and open dialogue can help break longstanding professional barriers. Expect personal stories, surprising statistics (including a 1,000-person webinar turnout), and practical advice for women navigating the path to leadership. Whether you're a rising star or a seasoned executive, this episode is a reminder that transformation in finance goes beyond software—it's also about empowering people. ✨ Attending Splash in Nashville? Join us for the Women in Finance Luncheon at OneStream Splash, proudly sponsored by Nova Advisory. This exclusive event features a powerhouse panel moderated by Hope King (founder of Macro Talk, former Axios reporter), with leaders from Girls Who Code, the National Women's Soccer League, and OneStream Software.

In 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. You'll also learn how: Splash helps prospects validate OneStream as a strategic solution Existing customers expand platform use cases like forecasting and reconciliations Sensible AI is driving better forecast accuracy without overwhelming finance teams To network effectively with peers, consultants, and OneStream leaders (costumes encouraged!) Plus, get a preview of Nova Advisory's customer spotlight with Morton Salt, and tips on post-conference follow-up to build a solid internal business case for OneStream adoption.

On 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.

Strategic 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.

On 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. 

This week, Rootstock received major attention by announcing its Spring '25 release, a major milestone that includes a user experience uplift and a host of financial and AI-driven enhancements. In other news, NetSuite announced a series of AI-powered capabilities and product updates across the suite to help organizations in Australia and New Zealand increase efficiency and take advantage of new opportunities. Finally, OneStream announced its new ESG Reporting & Planning solution, enabling customers to seamlessly collect, analyze, report, and plan for ESG requirements.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Let's face it—capital planning is one of the most important, yet most frustrating, parts of the finance function. From siloed spreadsheets to unclear ROI metrics and approval chaos, most organizations are making multimillion-dollar decisions without full visibility or confidence. In this solo episode of CPM Customer Success, we break down how OneStream's Capital Planning solution—available in the OneStream Marketplace—is helping finance and accounting leaders streamline capex planning, gain real-time insights, and unlock long-term value from their investments. We'll cover: What modern capital planning should look like The top 5 pain points most finance teams struggle with How OneStream simplifies fixed asset tracking, depreciation, and capital forecasting Real-world results, including: A federal agency that cut 300+ hours/month in reporting A global manufacturer that eliminated Excel chaos and improved asset governance If you're responsible for budgeting, forecasting, or managing strategic investments, this episode gives you a practical look at how OneStream can transform the way you plan and prioritize capital. Listen all our episodes here: https://www.novaadvisory.com/podcast

If your workforce planning process still runs on spreadsheets, late-night version control emails, and guesstimates about labor costs — it's time for an upgrade. In this solo episode, we explore the power of People Planning — one of the most practical and impactful solutions in the OneStream Solution Exchange. You'll learn how finance teams can take full ownership of headcount forecasting, compensation modeling, and scenario planning — all inside the same platform they already use for close, reporting, and budgeting. ✅ Plan new hires, transfers, contractors, and merit increases ✅ Align labor assumptions with your financial and operational models ✅ Automate calculations with global drivers for taxes, salaries, and benefits ✅ Get real-time dashboards and pixel-perfect reporting ✅ Hear a success story from a global manufacturer who cut forecast cycles and aligned headcount with production demand Whether you're an FP&A leader, controller, or CFO — this episode gives you a practical roadmap to move from firefighting to strategic workforce planning.

In 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 work • Why AI, automation, and built-in financial intelligence are reshaping performance management Whether you're an FP&A leader, IT stakeholder, or evaluating CPM solutions across your organization, this episode offers strategic insight to help you make a smarter, future-ready decision.

On 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.

Is your finance team stuck in spreadsheets, waiting for an ERP upgrade to improve reporting and forecasting? You might be putting the cart before the horse. In this episode of the CPM Customer Success Podcast, host Andy Smetana of Nova Advisory dives into the critical question: Should you implement CPM (Corporate Performance Management) or ERP first? Many companies assume ERP is the backbone of their business, but finance leaders know that transactions alone don't drive insights. Andy shares why leading with CPM, powered by OneStream, is the smarter, faster, and more strategic choice for finance teams looking to eliminate manual processes, accelerate decision-making, and gain a single source of truth. Hear real-world success stories—like how Mexico's largest logistics company streamlined 15 ERPs with OneStream—and discover how an EPM-first approach can transform finance without waiting for a multi-year ERP overhaul.  

On 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.

In our latest episode of the CPM Customer Success Podcast, we dive deep into mastering OneStream implementations with insights from Susan Maron, Chief of Staff at Nova Advisory. If you're a finance leader considering or currently navigating a OneStream project, this episode is packed with actionable advice to set you up for success.

Unlock the full potential of your CPM investment with our latest episode! This time, host Andy Smetana takes you on a guided walkthrough of Nova Advisory's CPM Customer Success Software Evaluation Criteria & Selection Workbook—your essential tool for making informed CPM software decisions. Whether you're evaluating OneStream or comparing multiple vendors, this framework helps you score functionality, assess costs, and build a strong business case. Download the free workbook at novaadvisory.com/podcast and take control of your CPM journey today!

It began with a tense stretch of weeks that Bill Koefoed tells us he won't soon forget. As OneStream's CFO, he was juggling the details of going public when a small AI startup called DataSense caught his attention. “We didn't even have a formal corporate development function,” Koefoed explains, but he threw himself into researching the opportunity. There were skeptics—some board members questioned the timing, while others worried the acquisition might be too costly.Still, the numbers looked promising, and so did the technology. Sitting in late-night calls, Koefoed listened to DataSense's University of Michigan–trained engineers describe predictive models that could supercharge OneStream's demand forecasting. “Getting that talent on board could pay huge dividends,” he recalls thinking. Even with the looming IPO, Koefoed pressed ahead, negotiating terms while appeasing wary investors.For Koefoed, AI isn't a far-off gamble—it's an immediate strategic lever. By championing technology that marries predictive power with secure financial data, Koefoed tells us he helping steer OneStream toward a future where finance and AI seamlessly intertwine.

When Gabby Morales joined IPS Corporation as Global Financial Systems Manager, she expected to find a robust OneStream platform in action. Instead, she discovered a system that was vastly underutilized—with just one active internal user. Rather than settling for the status quo, Gabby took action. In this episode of CPM Customer Success, Gabby shares her experience conducting a OneStream health assessment, identifying key gaps, and leading a strategic reimplementation to transform OneStream into a powerful tool for financial efficiency and decision-making. She dives into the importance of extensibility, user adoption strategies, and the role of training in maximizing ROI. If you're a finance leader, system administrator, or anyone looking to unlock the full potential of OneStream, this conversation is packed with real-world insights, best practices, and success strategies to help you drive impact across your organization.

Starting the week with a bang, Sage announced new innovative AI-driven tools and automation features for Sage Intacct. In financial news, OneStream and Blackbaud announced full-year financial results. Workday announced the Workday Agent System of Record to help organizations manage their entire fleet of AI agents – from Workday and third parties alike – in one place. Finally, IFS announced a strategic partnership with Saudi Business Machines (SBM), a provider of end-to-end enterprise information technology solutions in Saudi Arabia.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

On 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.

Strong 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.

How can finance leaders overcome fragmented systems and create a single source of truth? In this episode, we explore how disconnected processes hinder efficiency, trust, and transparency—and how OneStream's unified platform solves these challenges. Hear inspiring stories from OSI Group and Johnson Outdoors, who partnered with Nova Advisory to revolutionize their financial operations, cutting reporting times and improving decision-making through OneStream Software. Don't miss this actionable guide to streamlining your finance function and driving smarter, faster decisions. Plus, download our free CPM Software Evaluation Workbook to kick-start your transformation: http://www.NovaAdvisory.com/podcasts Subscribe and stay tuned for more episodes focused on enhancing your corporate performance management.

On 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.

In this episode of the CPM Customer Success Podcast, host Andy Smetana dives into the transformative power of financial forecasting done right. Discover how accurate forecasting enables smarter decision-making, supports adaptability in a fast-paced business landscape, and builds organizational trust. Andy shares the compelling story of a global animal nutrition company that: • Cut their reporting cycles by 50% • Boosted forecast accuracy by over 20% • Eliminated data silos using the OneStream platform If your organization is struggling with fragmented data, manual processes, or outdated insights, this episode will inspire you to take your forecasting to the next level. Plus, download our free CPM Customer Success Software Evaluation Criteria and Selection Workbook to guide your CPM journey.

n Episode 44, we explore the world of Value Realization with Nate Gruys, Director of Sales and Customer Management, and Mitch Turner, Head of Value Transformation at OneStream. This episode unpacks how OneStream's unified platform transforms finance by streamlining processes, reducing costs, and achieving significant efficiency gains in financial close, reporting, and planning. Nate and Mitch also share real-world examples of ROI and insights into helping customers measure and track their OneStream value post-implementation.

In Episode 43 of the CPM Customer Success Podcast, we close out 2024 with a forward-looking discussion on the 5 trends redefining corporate performance management in 2025.

OneStream'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.

In this episode of Nova Advisory's CPM Customer Success, host Andy Smetana welcomes back Dave Collins, Director of Solution Consulting and Strategic Alliances at OneStream Software.  Together, they dive deep into a head-to-head comparison of SAP's modular CPM approach and OneStream's unified platform. Learn about the limitations of SAP's fragmented system, including technical debt and integration challenges, and how OneStream eliminates these obstacles with its extensible dimensionality and unified architecture. Discover actionable insights on achieving faster ROI, better financial outcomes, and a seamless transition from legacy systems. Whether you're considering a move or just curious about the landscape, this episode is packed with valuable takeaways for finance leaders. Check out all our episodes here: www.novaadvisory.com/podcast  

In this episode of the CPM Customer Success Podcast, we dive into the complexities of regulatory compliance and reporting and explore how OneStream empowers organizations to meet global financial standards with ease. Discover the common challenges finance leaders face, from evolving regulations to time-consuming manual processes, and learn how OneStream's unified platform transforms compliance into a strategic advantage. With insights into ESG reporting trends and a success story from a Global Insurance company, this episode offers practical solutions for finance and accounting professionals striving for accuracy, efficiency, and transparency. Tune in and take the first step toward confident compliance! Visit our YouTube Channel to find out more episodes: https://www.youtube.com/@CPMCustomerSuccess  

This Thanksgiving, join us for “A Full Plate of Planning: How OneStream Prepares You for Every Outcome” as we explore the transformative power of scenario planning and forecasting. In this episode, we'll uncover: The biggest challenges finance teams face today on planning and forecasting —and how to overcome them. How OneStream uses AI to automate “what-if” scenarios and improve forecast accuracy by up to 40%. A deep dive into an automotive sector success story, including how they reduced excess inventory costs by 15% and achieved 50% faster reporting cycles. Packed with practical insights and real-world examples, this episode is your recipe for mastering financial planning. Don't wing it—prepare for every outcome with OneStream.

On 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.

Bill 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, his time with Steve Ballmer, and his role in Microsoft's acquisition of Skype. He shares lessons from his journey on transparency, handling tough news, and the qualities that set extraordinary CFOs apart. This episode provides a comprehensive look at the intricacies of taking a company public and the ongoing responsibilities of a public company CFO. If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.

Big tech takes center stage with Apple's annual iPhone event and Google's latest anti-trust case. What do they say about where tech's been and where it's going?  (00:21) Jason Moser and Dylan Lewis discuss: - Apple's “Glowtime” product event, what to expect for the iPhone line and the company's AI ambitions. - The latest anti-trust case against Google and why Meta and Apple should probably be paying attention. - Big Lots' bankruptcy and why the discount retailer has struggled at a time when customers are looking for value. (14:46) OneStream is an operating system for CFOs. Its CEO, Tom Shea, joined Ricky Mulvey for a conversation about the problems that its software solves for, its AI use case, and what's behind the company's 36% year-over-year revenue growth. Companies discussed: AAPL, GOOG, GOOGL, META, BIG, WMT, TGT, DG, OS Host: Dylan Lewis Guests: Jason Moser, Ricky Muley, Tom Shea Producer: Mary Long Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices