CompIntelligence OneStream Training

OneStream Global Authorized Training Partner

Tailored Education for Your Application Design

CompIntelligence is proud to be the original training partner of OneStream Software and one of the first three OneStream Globally Authorized Training Partners. We've been at the forefront of educating OneStream users across North America, delivering expert guidance and trusted solutions to empower our clients' success.

CompIntelligence OneStream training services
Training Alongside Implementation

User Adoption Throughout Implementation.

Successful OneStream adoption requires more than technical expertise. CompTraining aligns learning with key implementation stages so users are prepared for each transition, understand how the application is evolving, and develop the knowledge they need to use it with confidence. Tailored training, clear communication, and ongoing support help make adoption part of the implementation process—not something left until go-live.

Core team OneStream training session
Building the Foundation
Stage 01

Initiation

Establish the foundational knowledge your core project team needs as implementation begins and prepare users for the changes ahead.

Training

Core Team Training

CI Project Team Training

Audience

Core Team

Team members directly involved in implementation.

What Your Team Gains

A common foundation before design begins.

Early training helps the project team understand OneStream concepts, terminology, and capabilities while building confidence and creating a shared understanding before key implementation decisions are made.

OneStream Training

Classes taught by CompIntelligence

As the first authorized training partner of OneStream, we have one of the largest and most experienced teams in North America. Our consultants are recognized as leading educators nationwide.

CompTraining Classes
Course Course Description Location Date & Time Price Status
Ad-Hoc Reporting Using the OneStream Excel Add-in
*8 CPE Credits
This 1-day hands-on course teaches you how to take control of your own reporting using OneStream’s Excel Add-In. Through 15+ exercises, you'll build dynamic, formula-driven reports, pivot dimensions on the fly with Quick Views, and drill into the details without waiting for an administrator. CompIntelligence
Virtual NA
Thu, May 14th 2026

9:00am - 5:00pm EST
$595 per day Completed
Designing OneStream Rules
*16 CPE Credits
This 2-day hands-on workshop gets you inside the financial engine behind OneStream. Through 25+ exercises, you'll learn to write, test, and debug Member Formulas and Business Rules, work with Data Buffers, and automate calculations. CompIntelligence
Virtual NA
Wed. June 17th - Thu. June 18th 2026

9:00am - 5:00pm EST
$595 per day Completed
OneStream Financial Close – Account Reconciliations
*16 CPE Credits
This 2-day hands-on course teaches you how to design and configure OneStream's Account Reconciliation module to fit your organization's specific needs. Through real-world scenarios and 15+ exercises, you'll learn the end-to-end workflow, automation opportunities, security setup, and how to troubleshoot common errors. CompIntelligence
Virtual NA
More 2026 Dates Coming Soon.

9:00 AM - 5:00 PM EST
$595 per day Register
Custom OneStream Training

Training Built Around Your Application.

Our custom training process aligns each user's role with their own work and data, helping ensure readiness from Day 1 of Go-Live. Training includes comprehensive manuals, flexible delivery options, and opportunities to earn CPE credits.

  • Role-based learning
  • Application-specific exercises
  • CPE-eligible training
Foundation Training

Project Team Training

2 Days 16 CPE Credits

Build the foundation before design begins.

Give your project team an understanding of OneStream concepts and terminology before they move deeper into implementation and application design.

  • Expose the Project Team to OneStream concepts
  • Learn key concepts and terminology
  • Prepare for your design sessions
  • Make timely and educated decisions about the design of your solutions
Continue Your OneStream Journey

Ready to Take Your OneStream Adoption to the Next Level?

National Registry of CPE Sponsors
Continuing Professional Education

Registered CPE Sponsor

CompIntelligence is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No. 121400. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org .