Forward Finance: OneStream’s Operating Model for Companies Looking to Harness AI - Episode 113

Episode Summary

In this episode of CPM Customer Success, we unpack OneStream's Forward Finance framework: a practical operating model for Finance organizations that want to use AI while still protecting the accuracy and control the role demands. 

We trace Forward Finance back to OneStream's Finance 2035 research, based on input from more than 2,000 Finance and business executives, and walk through the five dimensions Finance teams need to work through: a Data Steward that can explain and trust its numbers, an AI Strategist that ties every AI use case to a measurable business outcome, a Chief Operator that gets involved before decisions are made instead of just reporting on them afterward, an IT Collaborator that shares ownership of data and governance with IT, and a Workforce Architect that helps people build the skills the new model requires. 

We also preview OneStream's Forward Finance Forum events, including the Toronto forum on September 24, 2026, which Nova Advisory is co-hosting.

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