CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey

About CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey

CPM Customer Success is a OneStream software focused podcast for Finance executives. The purpose of this podcast is to help Office of Finance Executives fix their financial systems and Processes with OneStream, so they can Improve their Corporate Performance, WITHOUT spending nights and weekends in the office. Whether you are a Chief Financial Officer (CFO), Vice President (VP) of Finance, Accounting, Controller or Financial Planning and Analysis (FP&A), Director, Manager or leader in your organization, we'll have OneStream related content for you. Whether referred to as Enterprise Performance Management (EPM), Business Performance Management (BPM), Finance and Performance Management (FPM) or CPM solutions you are in the right place. This podcast is less about the How to implement the OneStream technology, and more about the Why, business results achieved, Customer Success stories and lessons learned. Weekly we'll speak with thought-leaders who are: 1) Customers and clients having already implemented OneStream's Financial Close and Consolidation, Budgeting, Forecasting, Financial Analytics, Reporting and/or solutions 2) Nova Advisory implementation advisors, executives, and leaders 3) OneStream subject matter advisors

Publisher

Andy Smetana

Category

business · technology

Language

en

Explicit

No

First episode

29 Feb 2024

Latest episode

22 Sept 2026

Latest episodes

115 episodes in the feed.

1. 

   22 Sept 2026

   114: CPM Success in Consumer Services with OneStream

   How does a consumer services business keep Finance in control while adding branches, chasing seasonal demand, and folding in acquisition after acquisition? In this episode of CPM Customer Success, we look at how OneStream helps consumer services companies connect branch-level activity with a consistent, enterprise-wide financial picture. We dig into why performance can look simple from the outside but get complicated fast once you factor in dozens (or hundreds) of locations, shifting customer demand, and the different systems that come along with every acquisition. You'll hear how driver-based planning and scenario modeling let Finance react in real time instead of waiting for next year's budget, and how OneStream's Extensible Dimensionality lets local teams manage the detail they need while corporate keeps a consolidated view. Our CPM Customer Success Story features a B2C lawn care company that used OneStream to unify close, consolidation, actuals, analytic reporting, and branch-level planning across a rapidly growing footprint. The results were: the ability to acquire and integrate new businesses within a quarter, expansion to 40 branches across 12 states, more than 215,000 customers served annually, and 200% revenue growth. If your Finance team is trying to scale alongside a growing, multi-location business, this episode is for you.

2. 

   16 Sept 2026

   113: Forward Finance – OneStream's Operating Model for Companies Looking to Harness AI

   Every Finance leader has heard how AI will change the job. Fewer have a practical way to act on it. 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, 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.

3. 

   12 Aug 2026

   112: CPM Success in the Tech Industry: OneStream's Own Finance Journey

   In this episode of CPM Customer Success, we explore how OneStream used its own financial platform to support its internal finance transformation as the company scaled. We discuss how OneStream connected close, reporting, planning, sales forecasting, workforce data, customer information, and cloud cost analysis within a more unified finance environment. The episode highlights how OneStream reduced its monthly close from 24 days to 8 days, improved visibility into operational drivers, and created a stronger foundation for agile decision-making as the business continued to grow.

Who has been a guest on CPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey

Names identified in recent episode analyses. Showing up to five guests.

• Andy MNA
• Pam McIntyre
• Susan Maron
• Mark Nichols
• Dave Collins

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

6 ratings

Spotify

5.0 / 5

5 ratings

Podcast Authority Score: 56 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

88

Social presence

0

YouTube

0

Engagement

60

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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