Podcasts about onestream

In Part 1 of our 3-part recap of OneStream's Splash 2026 user conference, we break down several of OneStream's biggest platform announcements and what they mean for finance teams evaluating their CPM roadmap. This episode covers OneStream's new high-performance Cube Engine, Developer Studio, expanded SensibleAI capabilities, and SensibleAI Forecast Express, with a focus on how these updates support speed, scale, extensibility, and practical AI for the Office of Finance.      

First, Workday announced Agent Passport, which tests and verifies every AI agent, Workday-built and third-party, before it goes into production, and continuously monitors it after. Then, UKG announced Quarterly Platform Innovations to help organizations move from workforce insights to workforce action. Finally, OneStream at its OneStream World Tour announced the launch of its new Snowflake connector as an addition to the OneStream Connection Center framework. 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

In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Scott Leshinski, President of OneStream Software, to discuss the company's recent acquisition by Hg Capital. Scott explains how OneStream's unified platform is transforming finance workflows, the role of AI in enterprise finance, and how finance teams are learning to trust and use these advanced tools.Scott Leshinski is the President of OneStream Software, with experience in corporate finance at GE Capital, co-founding Bluestone International, and leading finance technology transformations at Huron Consulting Group. He joined OneStream in 2021 and was promoted to President in 2023 after driving strong growth in AI initiatives.In this episode, you will discover:The impact of OneStream going private under Hg CapitalHow unified platforms improve financial planning and reportingAI and machine learning are enhancing forecast accuracy and efficiencyImportance of transparency, traceability, and trust in AI outputsScott Leshinski highlights the exciting future of finance, where unified platforms and automation are transforming how businesses manage financial workflows. He emphasizes the growing role of technology in making finance processes more efficient and discusses how OneStream is helping companies become more agile.Follow Scott:Website: https://www.onestream.com/LinkedIn: https://www.linkedin.com/in/scott-leshinski-bb5736b/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:23] – Guest Intro[01:32] – Acquisition & AI-First Strategy[03:57] – Long-Term Growth Opportunities[05:18] – Scott's Career Journey[08:38] – Need for Unified Platform[10:13] – OneStream Overview[13:29] – Practical Enterprise Impact[17:11] – Unified Platform for AI[21:01] – Agentic AI & High Accuracy

On 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.

Media and communications companies face growing financial complexity, from fragmented reporting and evolving forecasting needs to governance and operational scalability. In this episode of CPM Customer Success, we share two customer transformation stories: Project Phoenix, a global interactive entertainment company focused on improving forecasting maturity, workflow efficiency, and platform governance. Project Horizon, a diversified communications enterprise expanding OneStream into operational and workforce analytics to support enterprise-wide decision-making. This episode highlights how modern finance teams in media and communications can reduce complexity, improve visibility, and move from reactive reporting to strategic decision support.

In ERP news this week, Epicor held their annual conference, Epicor Insights, in Nashville, Tennessee. In other major industry announcements, SAP introduced the Autonomous Enterprise to help enhance the world's most critical business workflows, so that humans and AI work together to meet global business demands. Next, Workday announced that the Sana Self-Service Agent is now available in Microsoft 365 Copilot. Finally, in further AI news, OneStream announced at the OneStream Splash User Conference the general availability of SensibleAI™ Agents, pre-built agents that operate natively on the OneStream platform and are integrated into Microsoft Office 356 suite, for reporting, financial analysis, and informational search.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

What 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 transformation project.

In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Scott Leshinski, President of OneStream Software, to discuss OneStream's recent acquisition by Hg Capital and the exciting changes it brings to the company's approach to finance technology. Scott shares how OneStream's focus on a unified platform is reshaping the finance space, and how integrating smart technology into financial workflows is making a real difference for businesses today.Scott Leshinski is the President of OneStream Software, where he leads OneStream's growth and innovation. With a background in corporate finance at GE Capital, co-founding Bluestone International, and working at Huron Consulting Group, Scott has a wealth of experience in driving major tech transformations. He joined OneStream in 2021 and was promoted to President in 2023 after helping the company achieve impressive growth. In this episode, you will discover:What OneStream's acquisition by Hg Capital means for its futureThe benefits of using a unified platform in financeHow automation is improving financial processesThe evolving role of automation in financial planning and decision-makingHow OneStream's tools are helping businesses become more agile and efficientScott Leshinski highlights the exciting future of finance, where unified platforms and automation are transforming how businesses manage financial workflows. He emphasizes the growing role of technology in making finance processes more efficient and discusses how OneStream is helping companies become more agile. Follow Scott:Website: https://www.onestream.com/LinkedIn: https://www.linkedin.com/in/scott-leshinski-bb5736b/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:00] – Intro[03:00] – OneStream's Acquisition Impact[05:00] – Transition from Public to Private[06:00] – Scott's Career Path[10:00] – What OneStream Does[14:00] – The Power of Unified Platforms[18:00] – Automation in Financial Planning[19:00] – The Rise of Automation[26:00] – Building Trust in Automation[29:00] – Improving Forecast Accuracy[35:00] – The Future of Finance[50:00] – Fun Questions with Scott[55:00] – Closing Thoughts

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.

In this episode of CPM Customer Success, Host Andy Smetana is joined by Lesley Adams, Sales Director at OneStream Software, to discuss OneStream Splash 2026, share what makes the OneStream community unique, how attendees can maximize their Splash experience, and why customer success remains at the center of everything OneStream does.

In this episode, Rosa Campagna tells us about what it actually takes to win at the highest level in enterprise and why patience, hospitality, and influence may be more important than any sales technique. Rosa Campagna is the number one top performing sales rep globally at OneStream Software for FY25, hitting 428% of quota attainment in one of the most competitive enterprise sales organizations in the market. She works with customers ranging from $4 to $40 billion in revenue and has built her success on three principles: knowing how people think and feel, mastering the internal sale, and refusing to put enterprise customers to bed in pursuit of short-term wins. Rosa came to sales by accident. She thought she wanted to be Samantha from Sex and the City, landing somewhere in PR and marketing. A theater kid at heart, she eventually found her way into consulting and professional services in the Salesforce ecosystem, survived multiple layoffs during a volatile period of acquisitions, and ultimately made the bet that she was better at selling a thing than selling the process to build one. That pivot to software sales at OneStream, combined with the mentorship of John Davis and a relentless show must go on mentality she calls the Rosa Factor, is what got her to the top of the global leaderboard. Learn more at top1.fm

On 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. 

With 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. 

On 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.

In this milestone episode of CPM Customer Success, Andy interviews OneStream co-founder Craig Colby, who shares a critical perspective for today's finance leaders: you can't do more until you get the core right. From fragmented systems to manual processes, many organizations are still stuck in the basics, struggling to close, consolidate, and forecast efficiently. Craig explains how unifying these core processes creates the foundation for better insights, faster decisions, and true business partnership. We also explore OneStream's CPM Express and how it delivers rapid time-to-value with pre-built best practices, helping finance teams reduce risk, accelerate implementation, and start driving impact in weeks.

On 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.

Is Workday Adaptive Planning truly a unified solution for financial planning, close, and consolidation? Or does a modular ERP-based architecture introduce long-term complexity for the Office of Finance? In this episode of the CPM Customer Success Podcast, Andy Smetana of Nova Advisory sits down with Dave Collins, Senior Director of Solutions Consulting at OneStream, to provide a strategic comparison of Workday Adaptive vs. OneStream and what "unified" really means in Corporate Performance Management (CPM). As Workday expands its messaging around consolidation capabilities, many CFOs, CAOs, Controllers, and FP&A leaders are evaluating whether an ERP-driven approach to financial close can deliver the scalability, governance, and control required in today's environment.

Industrial manufacturing finance is complex by nature. Multiple ERPs, acquisitions, intercompany activity, and heavy Excel reliance can make it difficult for leaders to gain clear visibility into performance. In this episode, we explore how modern finance teams are turning that complexity into clarity using a unified CPM platform. Through three real-world transformation stories from the industrial manufacturing sector, we break down how finance leaders solved critical challenges around working capital visibility, post-acquisition carve-outs, and operational reporting. You'll hear how organizations used OneStream to establish a single source of truth, introduce structured workflows, and give executives the transparency they need to confidently answer questions about cash flow, receivables, and business performance. If you're a CFO, Controller, or FP&A leader navigating the realities of manufacturing finance, this episode highlights what it takes to build an "ironclad" finance function, one that replaces fragmented processes with visibility, accountability, and faster decision-making.

On 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.

It was a major week for software with Workday, Salesforce, and OneStream announcing major fourth quarter and fiscal year financial results. Unit4 also announced it is streamlining Unit4 Success4U to simplify engagement for customers optimizing existing solutions or adopting Unit4 ERPx.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 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.

On 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.

On 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.

2025 was a pivotal year for finance. In this episode, we review OneStream Software's biggest 2025 advancements, from AI-driven analytics and ESG reporting to Modern Financial Close and Version 9 enhancements. We also unpack what OneStream's $6.4B acquisition means for AI innovation and long-term strategy, and why these changes matter for CFOs seeking speed, insight, and predictability in a rapidly evolving finance landscape.

Epicor made sure to start the new year with big news, announcing key milestones in its product innovation strategy, including the schedule of final on-premises feature releases of Epicor Kinetic, Epicor Prophet 21, and Epicor BisTrack. OneStream made headlines announcing it has entered into a definitive agreement to be acquired by Hg, a leading investor in software, services, and data businesses.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

Bis zu 2.500 € Bonus von Scalable Capital. Neu- und Bestandskunden, die Wertpapiere oder Guthaben bei Scalable Capital einzahlen, können sich bis zum 15.01.2026 einen Bonus sichern. Alle Infos gibt's hier: scalable.capital/transfer-bonus. NVIDIA erhöht Prognose und präsentiert Chip früher. Sandisk, Western Digital, Seagate & Aeva hat die Präse gefallen. Johnson Controls, Modine, Trane und Tesla nicht so. AMD auch nicht happy. Advent will InPost. Accenture will KI. HG will OneStream. E-Rezept ist endlich da. Redcare Pharamcy (WKN: A2AR94) ist trotzdem im Keller. Was da los? Dutch Bros (WKN: A3C28Y) schlägt Starbucks. Mit Zucker und eigenem Feiertag. Diesen Podcast vom 07.01.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

On 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. 

On 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.

As AI reshapes the modern business landscape, one truth is becoming unmistakable: the partnership between CFOs and CIOs has never been more essential. In this episode of CPM Customer Success, we explore why Finance and IT are being pulled into tighter alignment, and how the organizations that embrace this collaboration are setting themselves up for speed, clarity, and long-term strategic advantage. We look at: Why CFOs and CIOs increasingly overlap in decisions around data, automation, forecasting, and governance How AI exposes gaps in cross-functional alignment, and accelerates the need for shared vision The role OneStream's expert ecosystem plays in creating a common language between Finance and IT A real-world customer example where better collaboration cut a 10-day consolidation issue down to just 3 days Why ongoing guidance matters after implementation, and how Nova Advisory's SMART Services help organizations sustain momentum with proactive, expert support Whether you're a CFO looking to modernize your close, a CIO responsible for data integrity, or a finance leader navigating AI-driven transformation, this episode offers a grounded, practical view of what strong collaboration looks like, and why it's becoming a defining factor in enterprise success.

In this episode, we take a straightforward look at what's really happening with Oracle Hyperion Financial Management (HFM) and what it means for Finance teams planning their next move. We break down the current support picture for HFM 11.1.2.x and 11.2, clarify what "Continuous Innovation" does—and doesn't—provide, and outline the risks organizations face when staying on a system that's no longer evolving. You'll hear a real-world success story about a 174-year-old company that transitioned from a complex, aging HFM environment to a unified OneStream platform that now supports consolidation, reporting, reconciliations, and future expansion—all with dramatically improved stability and visibility. We also walk through a practical migration roadmap: assessing your current HFM footprint, designing a unified model, converting rules and integrations, running parallel closes, and rolling out advanced capabilities like dashboards, reconciliations, and AI-driven forecasting. Whether you're considering an upgrade to 11.2, debating Oracle Cloud EPM, or exploring modern platforms like OneStream, this episode gives Finance leaders the clarity they need to make confident, future-proof decisions.

Workday launched the Workday EU Sovereign Cloud, a new offering that gives organizations across the European Union (EU) the ability to use Workday's AI-powered HR and finance solutions while keeping their data secure, local, and under their control. Sage announced its full year financial results for the period ended September 30th, 2025. At Microsoft Ignite 2025, OneStream announced it has entered into a strategic alliance with Microsoft. Aptean announced the launch of AppCentral 2.0, the AI platform purpose-built for industries.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

In this special Thanksgiving episode of CPM Customer Success, we break down one of OneStream's newest announcements: their newly expanded strategic alliance with Microsoft. From AI-driven variance analysis inside Copilot, to real-time insights delivered in Teams, to intelligent forecasting in Excel — this partnership has the power to redefine how finance teams work, collaborate, and make decisions. We walk through: How SensibleAI™ Agents are transforming Microsoft 365 into a finance intelligence hub Why unified CPM platforms outperform disconnected legacy tools How global organizations like Tronox simplified planning, forecasting, and reporting The key steps finance teams should take now to prepare for AI-enabled workflows Perfect for listeners preparing their 2026 finance strategy… or just getting ready for a well-deserved holiday break!

In this episode of CPM Customer Success, we explore OneStream's global research report, Finance 2035: Return to Investment, and what it reveals about the future of finance leadership. Drawing insights from more than 2,000 business leaders and investors, this episode breaks down the qualities of the Investable CFO, a finance leader who blends governance, growth, technology, and talent into a single strategic vision.  We discuss how unified data, intelligent automation, and real-time insight are becoming non-negotiable expectations for modern finance teams. You'll also hear a real-world transformation story from Johnson Outdoors, a global outdoor recreation company that modernized its consolidation, reporting, and budgeting processes through OneStream. Their journey highlights the trust, transparency, and agility that finance organizations must embody to thrive in the decade ahead. If you're a CFO, CAO, Controller, Finance Director, FP&A leader, or anyone navigating digital transformation in finance, this episode looks at what 2035 demands and what you can begin building today.

In this episode, we explore how finance leaders can safeguard their organizations against today's growing risks, from cloud outages to cybersecurity breaches. Discover how OneStream Software is engineered with governance, control, and business continuity in mind, helping teams protect their data and stay operational even when the unexpected happens. Andy breaks down: Why fragmented systems increase security vulnerabilities How OneStream's unified architecture and built-in auditability enhance data protection Real-world stories of organizations maintaining uptime and resilience Whether you're a CFO, CAO, or Director of Finance, this episode offers actionable insights to help you strengthen your financial systems and sleep easier at night. Brought to you by Nova Advisory: a Diamond OneStream implementation partner helping finance teams simplify complexity and elevate performance. https://www.novaadvisory.com  

Procore announced financial results for the third quarter ended September 30th, 2025. Then, OneStream announced financial results for its third quarter ended September 30th, 2025. Sage unveiled the next evolution of Sage X3 at its flagship Sage Future for Partners event. ECI Software Solutions announced the launch of its ecommerce AI Agent, a built-in AI tool within the company's ecommerce platform, EvolutionX.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

CFOs and FP&A leaders are flooded with shiny "modern planning" tools, but which ones actually scale with control?  In this episode, Andy welcomes back Dave Collins, Director of Strategic Alliances at OneStream, to compare OneStream vs. Pigment in plain finance terms. We dig into the pitfalls finance teams report with lightweight, cube-based planning tools, fragile models, technical debt, and "too many cooks" changing calculations, then contrast that with OneStream's unified platform: governed workflows, data quality checks, and extensible dimensionality that lets you plan and consolidate in one application. Dave unpacks why consolidation isn't just "aggregation," how to avoid fragmentation from bolt-ons, and what real governance looks like when actuals, planning, reporting, and AI all live together. Brought to you by Nova Advisory: a Diamond OneStream implementation partner helping finance teams simplify complexity and elevate performance. https://www.novaadvisory.com    

On 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.

Discover 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, enhance reporting, and empower finance teams to focus on insight over integration. Join us as we unpack: The origin and vision behind OneStream's "One platform, one truth" philosophy How Genesis enables finance to design, extend, and deploy without coding The new era of intelligent, self-sufficient finance transformation Brought to you by Nova Advisory — a Diamond OneStream implementation partner helping finance teams simplify complexity and elevate performance. https://www.novaadvisory.com

Finance teams today are expected to close faster, provide daily insights, and stay ahead of new compliance demands, all with fewer resources. In this episode of CPM Customer Success, we explore how OneStream's Productivity Pack gives Finance the tools to work smarter: No-Code Allocations: Faster, IT-free allocation models Analytic Drill-Down: Flexible, intuitive data exploration Admin Assist: 35+ prebuilt reports and utilities that streamline administration Hear how organizations are using these tools to speed up closes, improve transparency, and strengthen compliance — all within OneStream's unified platform. ⭐️ Learn more about how Nova Advisory helps organizations transform their financial processes: https://www.novaadvisory.com/  

With 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.

In many organizations, Sales and Finance operate in silos — Sales focuses on territories, quotas, and incentives, while Finance forecasts revenue at a high level. What happens next? Disconnected plans, constant reconciliations, and missed opportunities. In this episode of CPM Customer Success, Nova Advisory explores how OneStream's Sales Planning and Sales Performance Management solutions bring Sales and Finance together on a unified platform. We'll break down the risks of fragmented planning, showcase real-world examples of companies that eliminated spreadsheet chaos and incentive misalignment, and share practical steps for adopting a unified approach. ⭐️ Learn more about how Nova Advisory helps organizations transform their financial processes: https://www.novaadvisory.com/finance-transformation  

Finance leaders face constant pressure to close faster, forecast more accurately, and provide insights that drive strategy. In this episode, we explore how OneStream's 123 Solutions give teams a head start with pre-built, configurable tools for planning, reporting, and scenario modeling. Discover how these solutions help finance reduce manual work, improve accuracy, and respond to change with agility, so leaders can spend less time crunching numbers and more time shaping the future.     

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

AI may be everywhere in today's headlines, but what really matters to finance leaders is trust, transparency, and results.   In this episode, we break down OneStream's SensibleAI portfolio: Studio, Forecast, Agents, and Account Reconciliations—and explore how they're reshaping Corporate Performance Management.   You'll learn how SensibleAI: ·       Improves forecast accuracy by up to 25% while cutting cycle times by 85% ·       Empowers finance teams with conversational AI agents and anomaly detection ·       Strengthens compliance with explainable, auditable AI models ·       Elevates Finance from reporting the past to driving future strategy   With real-world examples and market context, this episode shows why SensibleAI is more than hype; it's practical AI the Office of Finance can actually trust.

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

In 1997, the Florida Marlins won the World Series, but they also lost $30 million in the process. In 2002, only three Major League Baseball teams had positive EBITDA. Due to a dramatic collective bargaining agreement, five years later, only three clubs had negative EBITDA, and the MLB had gone from $500 million in losses to a $500 million in profit. Today's guest had a front row seat to the action. Jonathan Mariner is the former CFO of the Florida Marlins, the Florida Panthers, and Major League Baseball. He is also he founder of TaxDay and a seasoned board member on different boards, including Tyson Foods, OneStream, and Delaware North, among others. In this episode, he takes us inside the complex economics of pro sports. The conversation covers the surprising way sports franchises are actually valued, the massive shift from cable TV to streaming, the complex world of player merchandising, the challenges of expanding sports internationally, and how Jonathan helped implement a controversial EBITDA rule to rein in league-wide debt.—LINKS:Jonathan Mariner on TaxDay: https://www.taxday.com/team/Tax Day: https://www.taxday.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: RELATED EPISODES:The Boston Celtics' Other Playbook: Business Insights from President Rich Gotham — —TIMESTAMPS:(00:00) Preview and Intro(02:35) Sponsor – Pulley | Brex | Aleph(07:11) How Jonathan Became CFO of the Florida Marlins and Panthers(13:17) The Marlins: Winning the World Series and Losing $30 Million(16:03) Sponsor – RightRev | Navan | Rillet(20:08) How Not Having a Salary Cap Affects the MLB(21:27) The Collective Bargaining Agreement That Changed the Economics of the MLB(30:00) The Science of How Sports Franchises Are Valued: Revenue(31:53) The Art of How Sports Franchises Are Valued: Perception(36:20) How Local Broadcast Rights and Revenue Sharing Work(37:44) Contractually Obligated Income and Its Ramifications(41:57) How Player Jersey Sales Really Work(46:34) The Shift From Cable to Streaming and the Economic Effects(53:48) The Challenges and Opportunities of Global Expansion(59:57) Expansion Teams & Franchise Fees(1:01:58) Being on the Tyson Foods Board During COVID(1:05:39) Jonathan's Other High-Stakes Moments as a Board Member(1:08:03) Founding TaxDay(1:11:41) Long-Ass Lightning Round: Career Mistakes(1:14:00) Advice to Younger Self(1:15:11) The Best Sporting Events Jonathan's Ever Attended—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that can give you access to exclusive, proprietary Nasdaq-validated data that reveals what's happening with corporate travel investments. See the Navan Business Travel Index at https://navan.com/bti.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.#SportsFinance #MLB #MajorLeagueBaseball #TeamValuation #BusinessOfSports This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

OneStream Platform v9 introduces breakthrough platform technology, empowering Finance to go further with integrated Operational and Financial data. On this episode of The OneStream Podcast, Jessica McAlpine from the OneStream product management team joins Peter Fugere to discuss feature highlights such as Genesis and Dynamic Cube Services, and how this upgrade benefits all of your OneStream users.

In this episode of the Count Me In, host Adam Larson welcomes Bill Koefoed, Chief Financial Officer at OneStream, for an engaging chat about how AI is revolutionizing finance. Bill breaks down the real-world impact of artificial intelligence and machine learning on financial forecasting, resource allocation, and everyday tasks like contract analysis and account reconciliation. He also shares why transparency matters with AI, how teams can build a culture of innovation, and what finance professionals should do to keep their skills sharp. Packed with practical advice and firsthand stories, this episode offers an accessible and exciting look at the future of finance with AI. Don't miss Bill's expert take on embracing the tech that's reshaping the industry! Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It's an honor to be recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We'll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.

On this episode of The OneStream Podcast it's a Partner Spotlight on OneStream global system integrator, Grant Thornton. Will Whatton from Grant Thornton joins Peter Fugere to discuss how Grant Thornton is helping their clients attain faster financial management success through CPM Express.