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Join OneStream Software for a CPE Event!

Tuesday, February 25th | Irving, TX

You're Invited!

Please join OneStream Software for a FREE 3-hour CPE event in Irving, TX on Tuesday, February 25, 2020 from 12 PM - 3 PM.

Come learn how OneStream has achieved 100% customer success in delivering world-class corporate performance management (CPM) solutions and why 75% of their customers moved from Oracle Hyperion, SAP or IBM to OneStream. 

Doors open at 11:30am and lunch will be provided so please feel free to come early.

Event Details

When:  Tuesday, February 25th

Where: Microsoft Office - Dallas, TX

Address: 7000 State Highway 161, Building LC1 Irving, TX 75039

Time: 12:00 PM


  • OneStream Overview & Discussion – 20 minutes
  • Reporting & Analysis – 30 minutes
    • Guided reporting, MSFT Office Integration (Excel, Word, PowerPoint), close and planning dashboards, BI dashboards, and data blending (blend financial and operational data)
  • Data Management & Data Submission – 20 minutes
    • Load, map, and validate data from sources via files, data integration/ direct connect to source systems, forms, and journals
  • Task Management & Guided Workflow – 20 minutes
    • Managing, monitoring, and guiding end-user experience through tasks and guided workflows
    • User workspaces/dashboards
  • Actuals – 30 minutes
    • Intercompany, currency, drill to source data, drill across reports, close activity management and monitoring, data certification and sign-off, audit trails and financial controls, ownership
  • Planning – 30 minutes
    • Budgeting, Forecasting, Setting Drivers, Variance Reporting, Excel or Form data plan data collection, People Planning and Capital Planning overview, guided workflow for submission, review, and approval
  • Other Focused Topics – 20 minutes
    • Cash Flow
    • OneStream Market Place solutions: Account Reconciliation, Tax Provisioning, etc.
  • Questions – 10 minutes

Reserve your spot now