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Breakouts

We’ve added on a half day of content this year for even more opportunities to learn about OneStream.

Breakout Topics Include:

  • Budgeting and Planning
  • Customer and Partner Success Stories
  • Financial Close
  • Financial Modeling
  • Foundation and Infrastructure
  • OneStream Strategy and Roadmap
  • Reporting and Analysis
  • Workflow, Data Integration and Quality
  • XF MarketPlace Solutions
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Day of the Week

Skill Level

Audience

Presentation Type

Wednesday

Wednesday 10:45 AM - 11:45 AM

Unleashing the XF Platform: How We Did It in Essbase Versus How We Do It in OneStream

Company: OneStream Software

Presenters: Nicholas Blazosky, Roy Googin, Cameron Lackpour & Celvin Kattookaran

Topic: Budgeting, Planning, Forecasting & Allocations

Audience: Finance, Consultant, IT, Admin,

Skill Level: Advanced

Presentation Type: Presentation/Power Point, Live Demo,

Wednesday

Wednesday 10:45 AM - 11:45 AM

What's New in the XF Platform: A Year in Review

Company: OneStream Software

Presenters: Eric Davidson, Bob Powers, Brian Wilmot & Joe Chimbolo

Topic: Other

Audience: Finance, End User, Consultant, IT, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point,

Wednesday

Wednesday 10:45 AM - 11:45 AM

Capital Planning 2.0: How Cree Replaced Hyperion with OneStream

Company: Cree & Finit

Presenters: Andrew Morales, Cory Baker, Andy Doepker, Juliana Solberg & Su Wommer

Topic: People/Specialty Planning

Audience: Finance, End User, Consultant, IT, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point, Live Demo,

Wednesday

Wednesday 10:45 AM - 11:45 AM

OneStream Admin Tips and Tricks with CompIntelligence, ITG, Terex and More

Company: CompIntelligence

Presenters: Anthony Reddin, Steve Teesdale & Tom Cimino

Topic: Tips & Tricks/Best Practices

Audience: Finance, End User, Consultant, IT, Admin,

Skill Level: Intermediate

Presentation Type: Presentation/Power Point,

Wednesday

Wednesday 10:45 AM - 11:45 AM

Macy's: Replacing the Hyperion Footprint

Company: Macy's & OneStream Software

Presenters: Chris Jalovec & Dawn Wirth

Topic: Customer Case Study or panel

Audience: Finance, End User, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point,

Wednesday

Wednesday 1:00 PM - 1:50 PM

The Unique Capabilities of OneStream XF Cloud

Company: OneStream Software

Presenters: C.T. Brinkman

Topic: On Prem to Cloud Considerations

Audience: IT, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point, Live Demo,

Wednesday

Wednesday 1:00 PM - 1:50 PM

The Benefits of Direct Connect Integration - Deliver Unparalleled Data Quality and Transparency

Company: OneStream Software

Presenters: Martin Toma & Joakim Kulan

Topic: Other

Audience: Finance, End User, Consultant, IT, Admin,

Skill Level: Advanced

Presentation Type: Presentation/Power Point,

Wednesday

Wednesday 1:00 PM - 1:50 PM

A Deep Dive into Global People Planning at The Carlyle Group

Company: The Carlyle Group & Finit

Presenters: Matt Lake & Keith Money

Topic: People/Specialty Planning

Audience: Finance, End User, Consultant, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point,

Wednesday

Wednesday 1:00 PM - 1:50 PM

Ready Set Go! Reporting Made Easy

Company: Holland Parker

Presenters: Valerie York

Topic: Cube Views, Reporting & Analysis

Audience: Finance, End User, Consultant,

Skill Level: Intermediate

Presentation Type: Live Demo,

Wednesday

Wednesday 1:00 PM - 1:50 PM

OneStream: Corporate Requirement to Company Tool

Company: Steel Dynamics, Inc. & Finit

Presenters: Kyle Kohne & Brett Campion

Topic: Customer Case Study or panel

Audience: Finance, End User, Consultant,

Skill Level: General

Presentation Type: Presentation/Power Point,

Wednesday

Wednesday 2:05 PM - 2:55 PM

Real Unified Planning in the Cloud: Wesco's Move from Multiple Oracle Planning Applications to the OneStream Platform

Company: Archetype Consulting & Wesco Distribution

Presenters: Aaron Slack & Oksana Doroshkevich

Topic: Budgeting, Planning, Forecasting & Allocations

Audience: Finance, Consultant, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point,

Wednesday

Wednesday 2:05 PM - 2:55 PM

The Drive from HFM to OneStream for Larry H. Miller Corporation

Company: Larry H. Miller & US-Analytics Solutions Group

Presenters: Shelly Allred & Terry M. Ledet

Topic: Customer Case Study or panel

Audience: Finance, End User, IT,

Skill Level: General

Presentation Type: Presentation/Power Point,

Wednesday

Wednesday 2:05 PM - 2:55 PM

XF 5.0 Enhancements: Quick Views for Spreadsheets & OneStream's Excel Add- in

Company: OneStream Software

Presenters: Brian Wilmot & Rob Poirier

Topic: Excel/Spreadsheet

Audience: Finance, End User, Consultant, Admin,

Skill Level: Intermediate

Presentation Type: Presentation/Power Point, Live Demo,

Wednesday

Wednesday 2:05 PM - 2:55 PM

The Power of OneStream Extensible Dimensionality®: Best Practices

Company: OneStream Software

Presenters: Sam Richards & Laura Garcia

Topic: Implementation & Best Practices

Audience: Consultant,

Skill Level: Intermediate

Presentation Type: Presentation/Power Point, Live Demo,

Wednesday

Wednesday 2:05 PM - 2:55 PM

What's New and What's Coming in Account Reconciliations and Transaction Matching

Company: OneStream Software

Presenters: Eric Begg, Kelly Darren and Shane Fraley

Topic: Account Reconciliation

Audience: Finance, Partners, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point, Live Demo,

Wednesday

Wednesday 3:55 PM - 4:55 PM

All Roads Lead to Unify: The Koch Industries Journey from HFM to OneStream

Company: Koch Industries & Finit

Presenters: Jason Karber and Christine Ong-Estrada

Topic: Advanced Design

Audience: Finance,

Skill Level: General

Presentation Type: Presentation/Power Point,

Wednesday

Wednesday 3:55 PM - 4:55 PM

Currency Conversion, Cash Flow and Consolidation on the Fly with Dynamic Calculations

Company: OneStream Software

Presenters: Christian Wetterwald

Topic: Business /Confirmation Rules

Audience: Finance, Consultant, Admin,

Skill Level: Advanced

Presentation Type: Presentation/Power Point, Live Demo,

Wednesday

Wednesday 3:55 PM - 4:55 PM

Relational Blending in Real-Time: How Surescripts Enhances Cost Center Reporting for Business Partners

Company: Surescripts & MorganFranklin

Presenters: Ananya Dev & Gidon Albert

Topic: Customer Case Study or panel

Audience: Finance, Consultant, Admin,

Skill Level: Intermediate

Presentation Type: Live Demo,

Wednesday

Wednesday 3:55 PM - 4:55 PM

OneStream XF: Critical Success Factors at Presidio- How We Delivered Multiple Solutions in a Unified Platform

Company: Presidio, Perficient & OneStream

Presenters: Brian Schaffer, Santhosh Nair & Nick Kroppe

Topic: Implementation & Best Practices

Audience: Consultant, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point, Live Demo,

Wednesday

Wednesday 3:55 PM - 4:55 PM

What's New in the XF MarketPlace: A Year in Review

Company: OneStream Software

Presenters: Eric Davidson, Shane Fraley, Rick Linehan, Mike Phipps, Adam Romatz, Shawn Stalker

Topic: XF MarketPlace Solutions

Audience: Finance, End User, Consultant, IT, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point,

Thursday

Thursday 10:05 AM - 10:55 AM

Replacing Hyperion and Leveraging SAP Investments at Endo International

Company: Endo International

Presenters: Nicole Bruno

Topic: Customer Case Study or panel

Audience: Finance, End User, IT, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point, Panel, Round Table,

Thursday

Thursday 10:05 AM - 10:55 AM

Managing the Big Bang: Going Live with OneStream Consolidations, Planning & Forecasting and Task Manager

Company: Zayo Corporation & Archetype

Presenters: Kathleen Le, Matt Boogs, Mike Kral & Tammy Norton

Topic: Implementation & Best Practices

Audience: Finance, Consultant, IT, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point,

Thursday

Thursday 10:05 AM - 10:55 AM

Crossing the Chasm: Relating HFM Design Patterns to Leverage the Capabilities of OneStream XF

Company: Perficient

Presenters: Kirill Bannikov

Topic: Other

Audience: Consultant, IT, Admin,

Skill Level: Advanced

Presentation Type: Presentation/Power Point, Live Demo,

Thursday

Thursday 10:05 AM - 10:55 AM

Best Practices for People Planning Implementation

Company: OneStream Software

Presenters: Michael Gialanella & Jon Golembiewski

Topic: People/Specialty Planning

Audience: Consultant, Admin,

Skill Level: Intermediate

Presentation Type: Presentation/Power Point, Live Demo,

Thursday

Thursday 10:05 AM - 10:55 AM

OneStream SmartCPM™ Gets Smarter: Machine Learning for CPM

Company: OneStream Software

Presenters: Tom Shea

Topic: Other

Audience: Finance, End User, IT, Admin,

Skill Level: General

Presentation Type:

Thursday

Thursday 11:10 AM - 12:00 PM

Co-Op Financial Services’ Journey from Excel to OneStream for Driver Based Planning, Forecasting and Account Reconciliations

Company: CO-OP Financial Services & Alithya

Presenters: Randy Werder, Damon Mittleider & Jeanna McBain

Topic: Budgeting, Planning, Forecasting & Allocations

Audience: Finance, End User, Consultant, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point, Live Demo,

Thursday

Thursday 11:10 AM - 12:00 PM

A Demo of Tax Provision from the OneStream XF MarketPlace

Company: Victaulic & OneStream Software

Presenters: Jonathan Derkits, Karen Blackmon, Tom Linton & Joe Chimbolo

Topic: Tax Provision

Audience: Finance, End User, Consultant, IT, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point, Live Demo,

Thursday

Thursday 11:10 AM - 12:00 PM

Enabling the Business Forecast: Using Custom Calculations and Business Rules to Make Forecasting Easy

Company: OneStream Software

Presenters: Laura Garcia & Tomasso Sandi

Topic: Business /Confirmation Rules

Audience: Consultant, Admin,

Skill Level: Advanced

Presentation Type: Presentation/Power Point, Live Demo,

Thursday

Thursday 11:10 AM - 12:00 PM

Utilizing Extensible Dimensionality® with Full-Company Forecasting & Building a Better Solution: OneStream at Waste Management

Company: Waste Management, Deloitte Consulting LLP & OneStream Software

Presenters: Michael Mokodanski, Anthony Martinez & Ludovic De Paz

Topic: Customer Case Study or panel

Audience: Finance, End User, Consultant,

Skill Level: General

Presentation Type: Panel,

Thursday

Thursday 11:10 AM - 12:00 PM

Sound United - How to Move Beyond Excel with OneStream Quick Views

Company: Sound United & CompIntelligence

Presenters: Kevin Skeels

Topic: Excel/Spreadsheet

Audience: Finance, End User,

Skill Level: Intermediate

Presentation Type: Presentation/Power Point, Live Demo,

Thursday

Thursday 1:00 PM - 2:05 PM

ERA Helicopters Speeds to Value: Excel to OneStream in Three Months

Company: ERA Helicopters & GBI

Presenters: Seema Parekh & Jennifer Mulligan

Topic: Budgeting, Planning, Forecasting & Allocations

Audience: Finance, End User, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point, Live Demo,

Thursday

Thursday 1:00 PM - 2:05 PM

Unified Account Reconciliations and Reporting in OneStream- A Panel Discussion

Company: A Panel of Finit's Clients & Consultants

Presenters: Manasvi Ravichandar & Mary Chan

Topic: Customer Case Study or panel

Audience: Finance, Consultant, Admin,

Skill Level: Intermediate

Presentation Type: Panel,

Thursday

Thursday 1:00 PM - 2:05 PM

SmartView vs SMARTER View - Oracle Hyperion vs. OneStream Excel Add-in

Company: OneStream Software

Presenters: Tiffany Ma, Joakim Kulan & Nick Blazosky

Topic: Excel/Spreadsheet

Audience: Finance, End User, Consultant, IT, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point, Live Demo,

Thursday

Thursday 1:00 PM - 2:05 PM

Hyperion Planning to OneStream for Administrators: Making the Transition a Success

Company: OneStream Software

Presenters: Cameron Lackpour & Ludovic DePaz

Topic: Implementation & Best Practices

Audience: Consultant, Admin,

Skill Level: Intermediate

Presentation Type: Presentation/Power Point, Live Demo,

Thursday

Thursday 1:00 PM - 2:05 PM

Introduction to OneStream Task Manager

Company: OneStream Software

Presenters: Nick Blades and Shane Fraley & Eric Begg

Topic: Task Manager

Audience: Finance, End User, Consultant, Admin,

Skill Level: General

Presentation Type: Live Demo,

Thursday

Thursday 2:20 PM - 3:20 PM

Multidimensional Success Story: AFGlobal and OneStream

Company: AFGlobal & Spaulding Ridge

Presenters: Steve Tuozzo & Emil Fernandez

Topic: Customer Case Study or panel

Audience: Finance, End User, Consultant,

Skill Level: General

Presentation Type: Presentation/Power Point,

Thursday

Thursday 2:20 PM - 3:20 PM

OneStream Lease Accounting Solution Overview

Company: Agium EPM BV & Commercial Vehicle Group

Presenters: Peter van Ooik

Topic: Lease Accounting/Compliance Reporting

Audience: Finance, End User, Consultant,

Skill Level: Intermediate

Presentation Type: Presentation/Power Point, Live Demo,

Thursday

Thursday 2:20 PM - 3:20 PM

Using New Environment Tools in OneStream XF 5.0 and Diagnostics 123 Marketplace Solution

Company: OneStream Software

Presenters: Jeff Jones, Matt Meyerhoff, Jamie Pruyt & David DiCicco

Topic: Tips & Tricks/Best Practices

Audience: IT, Admin,

Skill Level: Advanced

Presentation Type: Presentation/Power Point, Live Demo,

Thursday

Thursday 2:20 PM - 3:20 PM

RequestIt: A OneStream MarketPlace Solution for Change Management

Company: Finit

Presenters: Robert Cybulski & Samantha Williams

Topic: XF MarketPlace Solutions

Audience: Finance, Consultant, IT, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point, Live Demo,

Thursday

Thursday 2:20 PM - 3:20 PM

Deliver Enhanced Insights with OneStream’s BI Analysis and Visualization

Company: OneStream Software

Presenters: Tom Shea & Bob Powers

Topic: Dashboards

Audience: Finance, End User, IT, Admin,

Skill Level: General

Presentation Type:

Thursday

Thursday 4:10 PM - 5:00 PM

Multi-Cube Design Considerations Within OneStream: When Is It Right?

Company: Holland Parker

Presenters: Sunita Biswas

Topic: Advanced Design

Audience: Finance, End User, Consultant,

Skill Level: Advanced

Presentation Type: Presentation/Power Point, Live Demo,

Thursday

Thursday 4:10 PM - 5:00 PM

Public Sector Dives Deep into Data & Analytics with OneStream

Company: First Responder Network Authority (FirstNet)

Presenters: Kim Farington

Topic: Budgeting, Planning, Forecasting & Allocations

Audience: Finance, End User,

Skill Level: General

Presentation Type: Presentation/Power Point, Panel,

Thursday

Thursday 4:10 PM - 5:00 PM

XF 5.0 New Features: Cube Views & Conditional Formatting

Company: OneStream Software

Presenters: Joseph Chimbolo, Brian Wilmot

Topic: Cube Views, Reporting & Analysis

Audience: Consultant, Admin,

Skill Level: Intermediate

Presentation Type: Live Demo,

Thursday

Thursday 4:10 PM - 5:00 PM

Terex Plugs into the Platform: Eliminating Point Solutions with OneStream

Company: Terex & CompIntelligence

Presenters: Jon Paterson, Derek VanLandingham, Alona Edwards & Steve Teesdale

Topic: Customer Case Study or panel

Audience: Finance, Consultant, IT, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point,

Thursday

Thursday 4:10 PM - 5:00 PM

Guided Workflow for Complex Planning and Approval Processes

Company: Perficient Inc. & Herbalife

Presenters: Celeste Qian

Topic: Workflow

Audience: Finance, End User,

Skill Level: General

Presentation Type: Presentation/Power Point,

Friday

Friday 9:20 AM - 10:10 AM

Cube Views Right the First Time: A Best Practices Design Session

Company: Perficient

Presenters: Mitchell Pasqualoni

Topic: Cube Views, Reporting & Analysis

Audience: Consultant,

Skill Level: Intermediate

Presentation Type: Presentation/Power Point, Live Demo,

Friday

Friday 9:20 AM - 10:10 AM

OneStream in the Middle Market at Work: The Novaria Group Financial Reporting Transformation

Company: Novaria Group & Riveron

Presenters: Justin Carter & Ben Novak

Topic: Customer Case Study or panel

Audience: Finance, End User,

Skill Level: General

Presentation Type: Presentation/Power Point, Panel,

Friday

Friday 9:20 AM - 10:10 AM

Escaping Excel with Shape Corporation

Company: Shape Corporation & MindStream Analytics

Presenters: Mindy Homan & David Rayson

Topic: Customer Case Study or panel

Audience: Finance, End User,

Skill Level: General

Presentation Type: Presentation/Power Point,

Friday

Friday 9:20 AM - 10:10 AM

Make Your Spreadsheets Come Alive with OneStream Dashboards

Company: OneStream Software

Presenters: Andy Moore & Cameron Lackpour

Topic: Dashboards

Audience: Finance,

Skill Level: Intermediate

Presentation Type: Presentation/Power Point,

Friday

Friday 9:20 AM - 10:10 AM

OneStream Reporting and Analytics for the Business: The QMax Story

Company: QMax & Holland Parker

Presenters: Dustin Le and Tracey Moore

Topic: Cube Views, Reporting & Analysis

Audience: End User,

Skill Level: General

Presentation Type: Presentation/Power Point,

Friday

Friday 10:25 AM - 11:15 AM

Integrating Close Management, Tax Allocations and Financial Planning at Diamond Offshore with OneStream

Company: Alvarez & Marsal, Diamond Offshore & Holland Parker

Presenters: Arthur Forbus, Hallie Ross, Kortnee Ellingburg & Philip Parker

Topic: Customer Case Study or panel

Audience: Finance, End User, IT, Admin,

Skill Level: Intermediate

Presentation Type: Presentation/Power Point, Panel,

Friday

Friday 10:25 AM - 11:15 AM

Cash Flow Reporting with OneStream- Bye Bye Excel!

Company: Quanex & Holland Parker

Presenters: Quanex & Puja Patel

Topic: Other

Audience: Consultant, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point, Live Demo,

Friday

Friday 10:25 AM - 11:15 AM

Managing Security with OneStream - Tips and Tricks and All That Jazz

Company: OneStream Software

Presenters: Paula Mihalko

Topic: Security

Audience: Consultant, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point,

Friday

Friday 10:25 AM - 11:15 AM

Perfecting Your OneStream Forms: Best Practices

Company: OneStream Software

Presenters: Jon Golembiewski

Topic: Tips & Tricks/Best Practices

Audience: Finance, End User, Consultant,

Skill Level: Intermediate

Presentation Type: Presentation/Power Point,

Friday

Friday 10:25 AM - 11:15 AM

Take Your User Experience to the Next Level with Starter Kits from B-eye

Company: B-eye Solutions

Presenters: Jesper Hansen & Jesper Kamstrup

Topic: XF MarketPlace Solutions

Audience: End User, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point, Live Demo,

Friday

Friday 9:20 AM - 10:10 AM

Zero to Go-Live in 60 days at United 1 Labs

Company: United 1 Labs & MindStream Analytics

Presenters: Amy Funari & David Rayson

Topic: Customer Case Study or panel

Audience: Finance, End User, Consultant, IT, Admin,

Skill Level: General

Presentation Type: Presentation/Power Point,