Partner Webinar

CPM Fundamentals Training Series for APAC Region

Series Begins Wednesday, August 24

11:00 AM AET

CPM Fundamentals Training Series for Partner Sales

Are you new to the whole consolidation, planning, forecasting, and operational analytics world of Corporate Performance Management (otherwise known as “CPM”)? Or, do you have some background but want to understand where OneStream’s unique value and differentiation comes in? If so, this training may be a great way for you to get started understanding why OneStream is taking off like a rocket ship!

Chris Patton has been teaching salespeople how to understand CPM since the beginnings of Hyperion Solutions. And he “gets” salespeople. Each module will be whiteboard-based and easily consumable training sessions of approximately 45-60 minutes (except two 90 minute sessions). They will also be interactive, so plan on bringing (and answering) questions throughout.


CPM Fundamentals Training Series for APAC Region

  • Session 1 – Wednesday, August 24: The Why of CPM – why is it valuable at all?
  • Session 2 – Wednesday, August 31: Consolidation (for non-accountants)
  • Session 3 – Wednesday, September 7: Close Process (90 Minutes)
  • Session 4 – Wednesday, September 14: Planning Overview
  • Session 5 – Wednesday, September 21: OneStream Architecture (for non-consultants)
  • Session 6 – Wednesday, September 28: Financial Intelligence
  • Session 7 – Wednesday, October 5: Pitch Deck Highlights and Demo Snapshots
  • Session 8 – Wednesday, October 12: Prospecting Strategies (90 Minutes)

About the CPM Fundamentals Training Series:

  • Seating is limited to the first 20 registrations.
  • All sessions are 1 hour duration unless otherwise noted.
  • Register now for all sessions, replays will be made available after each session.
  • The first session for the APAC region begins on Wednesday, August 24.

At the end of this training series, you will be able to ask the right questions to uncover pains, and you will gain a real appreciation for why OneStream is a unique technology that really does help people and companies succeed.

Webinar

Aligning Strategic Plans with Financial Goals

Friday, August 12

11:00 AM ET

Join our Live Demo Webinar on August 12 at 11 A.M. ET / 17:00 CET

CFOs and finance leaders are uniquely positioned to lead the Strategic Planning process to help their organization to help prioritize key initiatives and capital sourcing needs required to achieve long-term financial goals. Unfortunately, many finance teams still rely on spreadsheets and manual processes to capture, review and analyze detailed operational assumptions. This often results in a fragmented mess of additional spreadsheets containing multiple tabs of complex calculations and inter-linked schedules that offer little traceability to financial plans.

Join our live demo webinar to learn how your organization can: 

  • Dynamically calculate the impact to long-range P&L, balance sheet and cash flow plans for various debt and capital structure scenarios
  • Provide audibility and transparency into initiative-level plans such as acquisitions, divestitures or other strategic investments
  • Quickly compare multiple what-if scenarios to evaluate impact to net income or cash flow
  • Easily seed the AOP or forecasts with the strategic plan to ensure alignment with short-term financial goals

CPE Credits Available!

Reserve Your Spot
Webinar

Aligning Strategic Plans with Financial Goals

Friday, August 12

11:00 AM ET

Join our Live Demo Webinar on August 12 at 11 A.M. ET / 17:00 CET

CFOs and finance leaders are uniquely positioned to lead the Strategic Planning process to help their organization to help prioritize key initiatives and capital sourcing needs required to achieve long-term financial goals. Unfortunately, many finance teams still rely on spreadsheets and manual processes to capture, review and analyze detailed operational assumptions. This often results in a fragmented mess of additional spreadsheets containing multiple tabs of complex calculations and inter-linked schedules that offer little traceability to financial plans.

Join our live demo webinar to learn how your organization can: 

  • Dynamically calculate the impact to long-range P&L, balance sheet and cash flow plans for various debt and capital structure scenarios
  • Provide audibility and transparency into initiative-level plans such as acquisitions, divestitures or other strategic investments
  • Quickly compare multiple what-if scenarios to evaluate impact to net income or cash flow
  • Easily seed the AOP or forecasts with the strategic plan to ensure alignment with short-term financial goals

CPE Credits Available!

Reserve Your Spot
Webinar

Aligning Strategic Plans with Financial Goals

Friday, August 12

11:00 AM ET

Join our Live Demo Webinar on August 12 at 11 A.M. ET / 17:00 CET

CFOs and finance leaders are uniquely positioned to lead the Strategic Planning process to help their organization to help prioritize key initiatives and capital sourcing needs required to achieve long-term financial goals. Unfortunately, many finance teams still rely on spreadsheets and manual processes to capture, review and analyze detailed operational assumptions. This often results in a fragmented mess of additional spreadsheets containing multiple tabs of complex calculations and inter-linked schedules that offer little traceability to financial plans.

Join our live demo webinar to learn how your organization can: 

  • Dynamically calculate the impact to long-range P&L, balance sheet and cash flow plans for various debt and capital structure scenarios
  • Provide audibility and transparency into initiative-level plans such as acquisitions, divestitures or other strategic investments
  • Quickly compare multiple what-if scenarios to evaluate impact to net income or cash flow
  • Easily seed the AOP or forecasts with the strategic plan to ensure alignment with short-term financial goals

CPE Credits Available!

Reserve Your Spot
Webinar

Aligning Strategic Plans with Financial Goals

Friday, August 12

11:00 AM ET

Join our Live Demo Webinar on August 12 at 11 A.M. ET / 17:00 CET

CFOs and finance leaders are uniquely positioned to lead the Strategic Planning process to help their organization to help prioritize key initiatives and capital sourcing needs required to achieve long-term financial goals. Unfortunately, many finance teams still rely on spreadsheets and manual processes to capture, review and analyze detailed operational assumptions. This often results in a fragmented mess of additional spreadsheets containing multiple tabs of complex calculations and inter-linked schedules that offer little traceability to financial plans.

Join our live demo webinar to learn how your organization can: 

  • Dynamically calculate the impact to long-range P&L, balance sheet and cash flow plans for various debt and capital structure scenarios
  • Provide audibility and transparency into initiative-level plans such as acquisitions, divestitures or other strategic investments
  • Quickly compare multiple what-if scenarios to evaluate impact to net income or cash flow
  • Easily seed the AOP or forecasts with the strategic plan to ensure alignment with short-term financial goals

CPE Credits Available!

Reserve Your Spot
Partner Webinar

CPM Fundamentals Training Series for APAC Region

Series Begins Wednesday, August 24

11:00 AM AET

CPM Fundamentals Training Series for Partner Sales

Are you new to the whole consolidation, planning, forecasting, and operational analytics world of Corporate Performance Management (otherwise known as “CPM”)? Or, do you have some background but want to understand where OneStream’s unique value and differentiation comes in? If so, this training may be a great way for you to get started understanding why OneStream is taking off like a rocket ship!

Chris Patton has been teaching salespeople how to understand CPM since the beginnings of Hyperion Solutions. And he “gets” salespeople. Each module will be whiteboard-based and easily consumable training sessions of approximately 45-60 minutes (except two 90 minute sessions). They will also be interactive, so plan on bringing (and answering) questions throughout.


CPM Fundamentals Training Series for APAC Region

  • Session 1 – Wednesday, August 24: The Why of CPM – why is it valuable at all?
  • Session 2 – Wednesday, August 31: Consolidation (for non-accountants)
  • Session 3 – Wednesday, September 7: Close Process (90 Minutes)
  • Session 4 – Wednesday, September 14: Planning Overview
  • Session 5 – Wednesday, September 21: OneStream Architecture (for non-consultants)
  • Session 6 – Wednesday, September 28: Financial Intelligence
  • Session 7 – Wednesday, October 5: Pitch Deck Highlights and Demo Snapshots
  • Session 8 – Wednesday, October 12: Prospecting Strategies (90 Minutes)

About the CPM Fundamentals Training Series:

  • Seating is limited to the first 20 registrations.
  • All sessions are 1 hour duration unless otherwise noted.
  • Register now for all sessions, replays will be made available after each session.
  • The first session for the APAC region begins on Wednesday, August 24.

At the end of this training series, you will be able to ask the right questions to uncover pains, and you will gain a real appreciation for why OneStream is a unique technology that really does help people and companies succeed.

Webinar

Aligning Strategic Plans with Financial Goals

Friday, August 12

11:00 AM ET

Join our Live Demo Webinar on August 12 at 11 A.M. ET / 17:00 CET

CFOs and finance leaders are uniquely positioned to lead the Strategic Planning process to help their organization to help prioritize key initiatives and capital sourcing needs required to achieve long-term financial goals. Unfortunately, many finance teams still rely on spreadsheets and manual processes to capture, review and analyze detailed operational assumptions. This often results in a fragmented mess of additional spreadsheets containing multiple tabs of complex calculations and inter-linked schedules that offer little traceability to financial plans.

Join our live demo webinar to learn how your organization can: 

  • Dynamically calculate the impact to long-range P&L, balance sheet and cash flow plans for various debt and capital structure scenarios
  • Provide audibility and transparency into initiative-level plans such as acquisitions, divestitures or other strategic investments
  • Quickly compare multiple what-if scenarios to evaluate impact to net income or cash flow
  • Easily seed the AOP or forecasts with the strategic plan to ensure alignment with short-term financial goals

CPE Credits Available!

Reserve Your Spot
Webinar

Aligning Strategic Plans with Financial Goals

Friday, August 12

11:00 AM ET

Join our Live Demo Webinar on August 12 at 11 A.M. ET / 17:00 CET

CFOs and finance leaders are uniquely positioned to lead the Strategic Planning process to help their organization to help prioritize key initiatives and capital sourcing needs required to achieve long-term financial goals. Unfortunately, many finance teams still rely on spreadsheets and manual processes to capture, review and analyze detailed operational assumptions. This often results in a fragmented mess of additional spreadsheets containing multiple tabs of complex calculations and inter-linked schedules that offer little traceability to financial plans.

Join our live demo webinar to learn how your organization can: 

  • Dynamically calculate the impact to long-range P&L, balance sheet and cash flow plans for various debt and capital structure scenarios
  • Provide audibility and transparency into initiative-level plans such as acquisitions, divestitures or other strategic investments
  • Quickly compare multiple what-if scenarios to evaluate impact to net income or cash flow
  • Easily seed the AOP or forecasts with the strategic plan to ensure alignment with short-term financial goals

CPE Credits Available!

Reserve Your Spot

OneStream’s Intelligent Finance Platform | 7.1.0 Features & Enhancements

The 7.1.0 Release contains new features and feature enhancements designed to add flexibility, ease of use, and control to the OneStream Platform. Everyone in the OneStream Community will benefit from these enhancements across all key areas of their application.

7.1.0 Features include:

  • Excel Add-In Enhancements: All Excel Add-In Users will benefit from this collection of enhancements.
    • Cube View Column Outline Levels: In addition to Cube View Rows, Excel Outline Levels can now be applied to Cube View Columns making them expandable/collapsible in Excel.
    • Display a Cube View’s Report Header in Excel:  New option to include Cube View Report Header via Cube View Connections.
    • Drill Down Header Export: Exporting Drill Down Results to Excel now includes the Drill Down Headers along with the data.
    • Cube View Excel Export Versioning: Excel now applies versioning to the file name when the same Cube View is exported multiple times.
  • Default Navigation Link Parameters:  Out-of-the-Box Parameters used exclusively as Bound Parameters in Linked Cube Views.
  • Additional Language Option in Business Rules:  OneStream Business Rules can now be written in VB.Net or C#. This allows rule writers to select the language they’re more comfortable using. This is applicable to all Business Rule Types.
  • Application Server Self-Serve System Configuration: Commonly used Application Server Config settings have been added to the ​​​​​​System Tab via a new System Configuration Page. System Administrators can manage these settings right from the application rather than the xml file or Server Config Utility.

Please Note: Important release and upgrade information can be found in the 7.1.0 Release Notes and Upgrade Guide. These are available for download in the MarketPlace.

For assistance with your 7.1.0 upgrade, please raise a request via the support portal.

Webinar

Aligning Strategic Plans with Financial Goals

Friday, August 12

11:00 AM ET

Join our Live Demo Webinar on August 12 at 11 A.M. ET / 17:00 CET

CFOs and finance leaders are uniquely positioned to lead the Strategic Planning process to help their organization to help prioritize key initiatives and capital sourcing needs required to achieve long-term financial goals. Unfortunately, many finance teams still rely on spreadsheets and manual processes to capture, review and analyze detailed operational assumptions. This often results in a fragmented mess of additional spreadsheets containing multiple tabs of complex calculations and inter-linked schedules that offer little traceability to financial plans.

Join our live demo webinar to learn how your organization can: 

  • Dynamically calculate the impact to long-range P&L, balance sheet and cash flow plans for various debt and capital structure scenarios
  • Provide audibility and transparency into initiative-level plans such as acquisitions, divestitures or other strategic investments
  • Quickly compare multiple what-if scenarios to evaluate impact to net income or cash flow
  • Easily seed the AOP or forecasts with the strategic plan to ensure alignment with short-term financial goals

CPE Credits Available!

Reserve Your Spot
Webinar

Aligning Strategic Plans with Financial Goals

Friday, August 12

11:00 AM ET

Join our Live Demo Webinar on August 12 at 11 A.M. ET / 17:00 CET

CFOs and finance leaders are uniquely positioned to lead the Strategic Planning process to help their organization to help prioritize key initiatives and capital sourcing needs required to achieve long-term financial goals. Unfortunately, many finance teams still rely on spreadsheets and manual processes to capture, review and analyze detailed operational assumptions. This often results in a fragmented mess of additional spreadsheets containing multiple tabs of complex calculations and inter-linked schedules that offer little traceability to financial plans.

Join our live demo webinar to learn how your organization can: 

  • Dynamically calculate the impact to long-range P&L, balance sheet and cash flow plans for various debt and capital structure scenarios
  • Provide audibility and transparency into initiative-level plans such as acquisitions, divestitures or other strategic investments
  • Quickly compare multiple what-if scenarios to evaluate impact to net income or cash flow
  • Easily seed the AOP or forecasts with the strategic plan to ensure alignment with short-term financial goals

CPE Credits Available!

Reserve Your Spot