Tips from 25 Years of EPM/CPM Success — Episode 2

If your performance management tools still reflect a pre-COVID, on-premise mindset, they may be holding your finance team back. In this episode, Andy Smetana is joined by Nate Coate, CEO of Nova Advisory, to explore how performance management has evolved from rigid, on-premise systems to flexible, subscription-based platforms—and what that shift means for modern finance teams. Together, they discuss how larger, more versatile tools like OneStream support distributed teams, reduce complexity, and enable finance organizations to adapt in a rapidly changing business environment.

Episode Summary

Andy and Nate trace the evolution of the EPM/CPM landscape over the past 25 years, from early on-premise solutions to today’s cloud-based subscription models. Nate shares firsthand insights into how finance teams are navigating this transition, why scale and flexibility now matter more than ever, and how remote and hybrid work have reshaped expectations for performance management systems. The discussion also covers the benefits of OneStream as a unified CPM platform and offers practical guidance for finance leaders evaluating their next step in the performance management journey.

Listen now:

What You’ll Learn

• How performance management tools have evolved from on-premise to subscription models

• Why modern finance teams need scalable, versatile CPM platforms

• The impact of remote and hybrid work on finance systems and processes

• How OneStream helps reduce complexity while improving financial performance

• Key considerations for finance leaders starting or rethinking their CPM journey

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