The CPM Customer Success Podcast

Episode 66 – Connected Planning, Smarter Decisions: Breaking Data Barriers with OneStream

Finance can’t lead from behind siloed systems.

In this episode, we explore how OneStream connects financial and operational data—giving leaders a unified view to forecast faster, plan smarter, and act with confidence. We break down the real cost of disconnected planning, reveal the top pain points CFOs face, and share how integrated data transforms decision-making.

Plus: real-world wins from a water treatment company and Academic Medical Centers.

🎧 Watch or listen on your favorite platform.

Episode 65 – Beyond Budgeting: Why Modern FP&A Teams Are Ditching the Annual Plan

Beyond Budgeting: Why Modern FP&A Teams Are Ditching the Annual Plan

Traditional budgeting is slow, rigid, and often outdated before the quarter even ends. In this episode of CPM Customer Success, we unpack why leading finance teams are leaving the annual plan behind and embracing a more agile, data-driven approach to planning.

Join us as we break down:

• Why traditional budgeting processes are falling short

• How “Beyond Budgeting” unlocks agility, responsiveness, and smarter decision-making

• What role platforms like OneStream play in enabling rolling forecasts, scenario planning, and AI-powered insights

We also spotlight two real-world success stories:

• A global water technology company, which consolidated systems and slashed load times

• An Auto industry company, who unified finance processes and gained product-level visibility 12 days faster

If you’re tired of chasing accuracy in spreadsheets, and ready to elevate finance into a true strategic partner — this episode is your blueprint for change.

🎧 Watch or listen on your favorite platform.

Episode 64 – Smarter Scenario Planning with OneStream: From What-If to What’s Next

Static spreadsheets and siloed tools can’t keep up with today’s volatility. In this episode, we explore how OneStream enables smarter, faster, and more strategic scenario planning—powered by a unified platform and AI.

Hear how global companies are using OneStream to model multiple futures, align finance with operations, and forecast with confidence. Plus, learn how Sensible AI helps automate and scale planning like never before.

Perfect for CFOs, FP&A leaders, and finance teams looking to stay ahead in uncertain times.

🎧 Watch or listen on your favorite platform.

Episode 63 – Sensible AI, Forecasting, and Finance Automation: OneStream Splash 2025 Recap

In this episode, Andy Smetana recaps the major announcements and innovations from OneStream’s Splash 2025 conference in Nashville.

From the debut of 🤖Sensible AI to hands-on tools like AI Forecasting, AI Studio, and Smart Agents, Andy breaks down how OneStream’s latest capabilities are helping finance teams move faster, forecast smarter, and ditch the manual grind.

Discover real-world success stories, like Endeavor Energy cutting forecast time from 🕛2 days to 10 minutes⚡—without a single data scientist. Whether you’re already using OneStream or exploring your next CPM solution, this episode will give you a clear picture of what’s now and what’s next.

🎧 Watch or listen on your favorite platform.

Episode 62 – Splash 2025

We’re bringing the energy of OneStream Software Splash 2025 straight to your ears. In this episode, we preview key themes from Day 1 of Splash 2025 in Nashville:

✨ The rise of AI in finance with Sensible AI Forecast
🌱 OneStream’s latest ESG capabilities
⚙️ No-code configurability and the Wave technical labs
📈 Real success stories from Gibson Brands & Endeavor Energy (spoiler: $40M in savings!)

If you couldn’t attend—or just want a quick hit of what matters most—this one’s for you. 

🎧 Watch or listen on your favorite platform.