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This 2-day hands-on course teaches you how to design and configure OneStream's Account Reconciliation module to fit your organization's specific needs. By the end of this 2-day class, you’ll be able to: ✔Scope & Design: Map your company’s unique requirements to OneStream's specific functionalities. ✔Build for Clarity: Configure the tool to provide transparency and ease of use for your end-users. ✔Stay Flexible: Understand the settings and possibilities so your solution can evolve as your business changes. ✔Improve Efficiency: Identify ways to automate manual steps and troubleshoot issues yourself. ✔Solve Problems: Fix common setup errors yourself and find ways to automate repetitive tasks. Go from just managing a tool to designing a process that works.

SEATS ARE FILLING UP FAST! Don't miss your chance! 📢 This 2-day hands-on course teaches you how to design and configure OneStream's Account Reconciliation module to fit your organization's specific needs. Through real-world scenarios and 15+ exercises, you'll learn the end-to-end workflow, automation opportunities, security setup, and how to troubleshoot common errors. Whether implementing from scratch or inheriting an existing solution, you'll leave with the skills to build a reconciliation process that's transparent, flexible, and easy for your team to manage. 🔎By the end of the class, you’ll be able to: ✅Scope & Design: Map your company’s unique requirements to OneStream's specific functionalities. ✅Build for Clarity: Configure the tool to provide transparency and ease of use for your end-users. ✅Stay Flexible: Understand the settings and possibilities so your solution can evolve as your business changes. ✅Improve Efficiency: Identify ways to automate manual steps and troubleshoot issues yourself. ✅Solve Problems: Fix common setup errors yourself and find ways to automate repetitive tasks. 🔎What to expect during this two-day course: 1) Planning: How to gather the right requirements before you start building. 2) The User Process: Walking through the end-to-end workflow from a user's perspective. 3) Design Strategy: Using real-world examples to build more effective reconciliations. 4) Automation: Practical ways to cut out manual steps in the reconciliation process. 5) Security: Building a security model that makes sense for your organization. 6) Troubleshooting: Finding and fixing the most common setup and logic errors. 7) 15+ Exercises: Hands-on practice for every stage of the setup.

This 2-day hands-on course teaches you how to design and configure OneStream's Account Reconciliation module to fit your organization's specific needs. Through real-world scenarios and 15+ exercises, you'll learn the end-to-end workflow, automation opportunities, security setup, and how to troubleshoot common errors. Whether implementing from scratch or inheriting an existing solution, you'll leave with the skills to build a reconciliation process that's transparent, flexible, and easy for your team to manage.

Join us and OneStream Software on Thursday October 22nd for CPE Credit! By the end of the session, attendees will be able to: ⚪ Identify signs that spreadsheet-driven planning and reporting processes are reaching their limits ⚪ Describe how a unified finance platform supports driver-based planning, reporting and financial controls ⚪ Explain how AI forecasting can complement traditional planning within a hybrid approach ⚪ Identify the data readiness, governance and sequencing considerations that support gradual AI adoption Register here: https://lnkd.in/eAzYVXdS

Manual reconciliations and spreadsheet consolidations aren’t sustainable. CPM Express automates your close and reporting process so you can: ✅ Close faster with fewer errors ✅ Gain real-time visibility into performance ✅ Ensure compliance and accuracy Let’s modernize your finance workflows.

📊 CFOs—What’s the Cost of Outdated Finance Processes? Delayed reporting, inaccurate forecasts, and manual consolidations can hinder decision-making. CPM Express delivers: ✅ Faster close cycles ✅ Real-time forecasting ✅ Self-service reporting & analysis Drive strategic decisions with confidence.