Forward- thinking FP&A professionals are pushing the boundaries of budgeting, planning, and forecasting across every aspect of the organization. Strategic FP&A groups required the scale to see holistically across the organization but also require the flexibility and agility to investigate and drill down deep into detailed operational data.

A unified corporate performance management (CPM) solution is ideal to help organizations manage the strategic planning process. Committed to helping organizations conquer complexity, OneStream brings together detailed operational plans and financial goals from across the entire organizations – all within a single solution.

This webinar will highlight the benefits of a unified CPM platform for:

• Strategic Planning & Modeling
• Financial Budgeting & Forecasting
• Integrated Business Planning
• And Results from Real Customers!

CPE Credits Available!

Join this live demonstration of OneStream’s Intelligent Finance platform to learn how your organization can modernize finance, simplify and align processes and extend your investment across the organization with OneStream MarketPlace solutions.

In this webinar, you will learn how:

• OneStream streamlines financial close and consolidation
• OneStream supports the most complex intercompany eliminations, ownership structures and accounting standards (US GAAP, IFRS, etc.)
• Data quality through validation ensures efficiency and accuracy
• 100% transparency is assured by drilling through to source data, delivering unparalleled audit trail
• Tracking FX impact on every balance sheet item
• Track detailed movements and changes for complete cash flow reporting

CPE Credits Available!

Managing and completing account reconciliations can be daunting due to the number of data sources and the volume of reconciliations that need to be completed. So many organisations are simply constrained with outdated point solutions and fragmented spreadsheets that add risk, cost and complexity to their account reconciliation and financial close processes, including manual transaction matching.

During this 1 hour webinar, we will show you how to conquer these complexities and align your account reconciliations with your financial reporting to reduce errors as well as speed up the financial close process. Join us to hear how you can begin working on Account reconciliations in hours – not days or weeks, reconcile what you report and drill to reconciliations directly from financial reports with our single source platform for all GL trial balances.

Join us for OneStream’s Women in Finance Webinar on Tuesday, December 13th! Hear a virtual customer panel discussion with three female leaders in the Office of Finance moderated by Pam McIntyre, OneStream’s Corporate Controller. The goal of this webinar is to encourage and inspire other women to continue pursuing their own professional development.

If you haven’t already, join our LinkedIn group to stay connected with the Women in Finance community and stay up-to-date on future events!

In this webinar, we will discuss:

• Leadership styles and how to lead others.
• The most dangerous behavior/trait seen derail female leaders’ careers.
• How women can develop their leadership skills.
• And More!

Meet the Speakers

Erika Fenton – Director, Treasury Operations and FP&A at The Friedkin Group

Marnie Teich – Director, Finance Transformation at Omni Hotels & Resorts

Jill Skordinski – Corporate Controller at Gibson Brands

Pam McIntyre – Corporate Controller at OneStream Software

Event Details:

Date: December 13th, 2022  

Time: 11:00 AM PT | 12:00 PM MT | 1:00 PM CT | 2:00 PM ET

Location: Zoom (Register for Zoom details)

If are you considering taking the soon to be released OneStream Certified Associate (OCA) in Administration Exam, this webinar is for you! As part of the overall preparation process for the exam, the OneStream Certification Program is pleased to offer the very first ever Associate in Administration Exam Preparation Webinar on Tuesday, December 6^th, 2022 at 11 am ET, which will provide an overview on multiple areas of the exam, including demos!

This webinar will cover:

• Dimensionality
• Workflow
• Data Collection
• Reporting and Analysis
• OneStream Tools

Meet the Speaker

Matt Kerslake  –Manager of Technical Content Development, OneStream Software

For our November webinar, David Dowling (Senior Consultant – AAS) and Matt Grundey (Partner Enablement – Training and Standards) will discuss Entity Aggregation and Attribute Members. Entity Aggregation provides the speed and flexibility required for Budgeting, Planning and Forecasting by bypassing most statutory financial rules to quickly aggregate data in the entity dimension. Attribute members are read only members where the data intersections are derived based on references to properties of other members. This webinar will provide a brief overview of each feature but, more importantly, delve deeper into some design considerations when using them.

This webinar complements our August Webinar which covered Data Units and how to manage larger data units.

Partner Technical Webinar

When: Wednesday, November 30, | 1 hour | 10:00 am US Eastern (UTC -05:00)
Topic:   Entity Aggregation and Attribute Members
Speakers:

• David Dowling (Senior Consultant – AAS)
• Matt Grundey (Partner Enablement – Training and Standards)

Please note that within five (5) business days of the Webinar, the recording and any related materials will be posted to OneCommunity. To locate these materials in OneCommunity, select the “Partner Channel” and search for the recording within the “Summit and Webinars Materials” section. Please note: all previous Partner Enablement webinars are available here.

Paolo Beccaria (Group Chief Financial Officer, Gefran), Chiara Mazzucchelli (Headquarter Controlling & Consolidation, Gefran ), Francesco Rutigliani (Partner – Enterprise Performance Management Practice Director, Techedge) e Angelo Ianotti (Deputy Practice Manager EPM) si uniscono a noi in questo webinar per raccontare come il Cliente Gefran ha trasformato i propri processi finanziari passando da un’applicazione frammentata ad un ecosistema unificato.

Scoprite come Gefran ha effettuato la migrazione da HFM per modernizzare il processo con un’unica soluzione OneStream unificata integrata che ha affrontato semplificando le sfide dei processi di pianificazione e consolidamento e molto altro.

Durante questo webinar, scoprirete i vantaggi della piattaforma OneStream, come ad esempio:

• • Unica piattaforma che integra tutti i dati aziendali
  • Risparmio di tempo e aumento dell’efficienza nelle operazioni finanziarie
  • Migliore processo decisionale e analisi a valore aggiunto,tramite dati certificati
  • Percorso del cliente e informazioni generali
  • Vantaggi percepiti, obiettivi raggiunti ed successive evoluzioni

Non può partecipare al webinar ma desidera saperne di più su questo progetto? Può registrarsi e riceverà la registrazione del webinar dopo l’evento.

Join our Sales and Marketing Webinar: Creating Urgency with Value on Wednesday, 23^th November at 2:00 PM AEDT. This webinar will be open to partners only. The goal of this webinar is to arm our partner community with the latest information and messaging about the OneStream platform, capabilities, MarketPlace Solutions, and product roadmap.

Information shared during this session is not for external use and should not be shared publicly.

Best audience for this webinar:

• Sales
• Business Development
• Marketing

Despite the rapid pace of adoption, many Finance leaders believe that FP&A teams must learn AI and machine learning (ML) modeling techniques when attempting to deploy AI-enabled rolling forecasts across the enterprise.  Further, for organizations with existing AI investments, FP&A teams generally lack the dedicated business analysts and data science engineers required to build ML models.  And as the adoption of AI and ML for rolling forecasts moves from fiction to fact, many FP&A teams are asking the same basic question:  Where to begin?

To start, don’t let AI market noise derail the evaluation process. 
Here are 3 steps to consider in the process: 

• Start with a clear understanding of “what” business outcomes your FP&A team is trying to achieve with AI and ML.
• Identify “who” is using the solution.
• Consider “how” the solution is unified into existing planning processes.

Sign up today and learn more how AI can help drive an agile rolling forecast and organizational collaboration!

Please complete this form to be entered into a raffle for one Splash 2023 attendee pass, April 17-20 in Washington, D.C. The raffle can be entered by any OneStream partner.

Only one entry per person during the month of February will be accepted. The winner will be drawn randomly. Winner will be announced on Feb. 28, 2023, via OneStream’s LinkedIn page and notified by email.

Good Luck and thank you for your partnership!