Why OneStream Belongs in Your Acquisition Playbook

M&A can create opportunity but it also introduces complexity. When you acquire a company, do you rush to plug them into your ERP? How do you reconcile multiple charts of accounts? And how quickly can you get meaningful reporting?

In this webinar, we’ll show how OneStream’s CPM Express (CPMx) offering simplifies the post-acquisition chaos by enabling:

  • Reporting on new acquisitions in weeks—not months
  • Seamless consolidation across disparate COAs
  • Scalable, repeatable integration models
  • A fast path to insights while building a future-proof acquisition playbook

Whether you're facing your first acquisition or managing a portfolio of entities, this session will help you rethink your integration strategy with speed, control, and flexibility.

Speakers

Stephen Cromwell Sr. Solutions Consultant

OneStream Software


Matt Geyer Sr. Managing Director

Aptelligence


Elbert Ha Sr. Managing Director

Aptelligence


Webinar Agenda - Tuesday August 19, 2025


Noon PT StartIntroductions


Customer Guest Speaker

Hear from a customer who recently completed their journey of acquiring a company of equal size and managing dual financial reporting environments - culminating in the integration of two international healthcare organizations into a unified $2.5B enterprise


Demonstration

Watch a live demonstration of OneStream and see how proprietary features like Extensible Dimensionality empower companies to confidently plan and execute acquisitions


1:00PM PT EndQ&A




Registration Information

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