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In-Person Workshops

Get insights into how OneStream™ can help you Lead @ Speed through our workshop sessions.

Hands-on Learning

Offered only Monday, April 17, our hands-on workshops are lead by our OneStream experts and are designed to give valuable insight into the OneStream MarketPlace™  and platform. Reserve your spot for $960, breakfast and lunch are included in the cost. Workshops are eligible for CPE credit.


Participants must bring their own laptop, mouse, and any other accessories to use for the workshop as computers will NOT be provided. Access to the workshop cloud environment will be provided and access credentials will be distributed the week prior to the workshops.


Space is limited – hurry, these sell out fast! Reserve for your spot during the Splash registration process.

Prospect Workshops

Prospect Workshops are designed for OneStream prospects.

Navigate through a simple Workflow viewing some of OneStream’s key Workflow concepts. The second part of this workshop introduces some key OneStream reporting tools so attendees can gain an appreciation for what is possible. It allows attendees to explore how reports are built, where reports are stored, and how they are used in OneStream.

Monday, April 17 | 9 AM – 4 PM
Prospect Workshop Agenda
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Introductory Workshops | Getting Started with OneStream

Introductory Workshop is designed for OneStream customers looking to gain more exposure to functional concepts within OneStream.

There are no prerequisites required, however, this workshop focuses on functional administration and reporting within OneStream. The workshop introduces some key OneStream functionality so attendees can gain insight to Reporting, Dashboarding, Excel Add-in, and Metadata through guided exercises.

40 attendee limit. Offered to Existing Customers or Partners only.

Monday, April 17 | 9 AM - 4 PM
Getting Started with OneStream Workshop Agenda
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Advanced Workshops

Advanced Workshop is designed for seasoned OneStream users looking to gain more exposure to specific concepts and tips and tricks for any OneStream application.

The Advanced Workshops are best positioned for attendees who have had some level of training and experience with these OneStream features. New users or those without OneStream experience will benefit more from the Prospect or Getting Started with OneStream Workshops.

Monday, April 17 | 9 AM – 4 PM
Advanced Workshop Details

Advanced Workshop Agenda

Title Instructor Location Description

Flexing the Platform – Thing Planning Solution

Stephen Roberts

Annapolis 1

This workshop introduces the Specialty Planning solutions and the design, configuration, and use of the Thing Planning solution.

Application Control Manager (ACM)

Jaimie Stephens

Annapolis 2

This workshop covers the design, configuration, and use of the Application Control Manager solution.

Reporting Fundamentals

Marjorie Gottier

Annapolis 3

This workshop is for individuals who are new to reporting and will cover  two main reporting options in Onstream: Cube Views and Spreadsheet/Excel Add-In.  It will focus on how they are used within an application and different ways to configure each.

Data Integration

David Stroud

Annapolis 4

This workshop is highly technical and covers the various data integration methods used in OneStream.

OneStream Financial Close: Account Reconciliations

Chris Briscoe

Baltimore 1

This workshop covers the design, configuration, and use of Transaction Matching within the OneStream Financial Close solution.

OneStream Financial Close: Transaction Matching

Edo Orsi

Baltimore 2

This workshop covers the design, configuration, and use of Transaction Matching within the OneStream Financial Close solution.

OneStream Rules and Calculated Members

Nick Kroppe

Woodrow Wilson C

This workshop focuses on best practices for rule writing and creating calculated Members.

How Can We Help?

  • For general conference questions, email [email protected] or submit the form below. For registration questions, please call 404-985-9378.

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