Finance AI Academy: What We've Covered So Far

In October, OneStream launched the Finance AI Academy when our research revealed that 75% of chief financial officers (CFOs) lead their organizations’ artificial intelligence (AI) strategy. The Academy was designed to equip these leaders with the frameworks and practical guidance needed to scale AI initiatives with discipline and cost awareness.

The journey begins with an education series. Here’s a snapshot of what each episode delivers so far.

Head over to the Finance AI Academy to learn more.

Episode 1

Step into the future of finance. In this episode, Tiffany Ma joins Scott Leshinski to reveal what she’s learned from more than 120 AI‑powered finance transformations. Discover how leading organizations are using AI to tackle their toughest challenges. With AI, these organizations have achieved the following:

1. Boosted forecast accuracy by 24%
2. Accelerated planning cycles by 86%
3. Unlocked real‑time transparency at scale

Episode 2

Episode two takes you inside the core technologies shaping modern finance. Janette Kosior and Tiffany Ma cut through the noise to explain machine learning, generative AI, and agentic AI in real terms for finance leaders.

In the episode, you’ll learn the following:

• What machine learning means for day‑to‑day finance work
• How generative AI turns complex data into clear narratives
• Why agentic AI is set to drive the next wave of autonomous finance

You’ll also get guidance on building confidence in AI outputs in high‑stakes environments, along with real‑world use cases that show these capabilities in action.

Episode 3

Episode three takes you straight into the future of finance leadership. To break down the bold findings from the Finance 2035 Initiative, Tiffany Ma sits down with Tim Minahan. They spotlight why CFOs are rapidly becoming the strategic engines of innovation.

In the episode, you’ll learn the following:

1. The biggest challenges finance leaders are navigating today
2. How AI is reshaping the expectations of chief executive officers (CEOs), boards, and investors

This conversation shows finance teams what’s needed to thrive in a digital‑first, AI‑powered world — and the strategic mindset required to stay ahead.

Episode 4

Episode four zeroes in on why purpose‑built AI is a game‑changer for finance teams. Tiffany Ma sits down with Pam McIntyre to outline the following:

1. What sets OneStream’s AI apart from generic tools
2. Why finance‑specific agents are redefining workflows, reporting, and decision‑making

In the episode, you’ll learn how transparency and explainability accelerate adoption and share how OneStream’s own finance team puts these capabilities to work every day.

The conversation also points toward what’s next — from real‑time insights to automated forecasting and everything driving the next era of intelligent finance.

Episode 5

Episode five takes a hard look at why modern finance teams are outgrowing Excel. Tiffany Ma and Chris Cordivari, Global Sales Director at OneStream, dig into the limitations of spreadsheets and the shift toward AI‑powered forecasting and analytics.

In the episode, you’ll learn the following:

1. Why Excel still plays a role but falls short at enterprise scale
2. What risks error‑prone spreadsheets introduce into strategic decisions
3. How OneStream’s SensibleAI delivers automated, accurate forecasts without the manual burden

The episode also outlines practical ways to introduce AI into your finance processes and scale wins across the organization — no massive overhaul required.

Episode 6

Episode six goes inside SensibleAI, the AI built for finance portfolios from OneStream. Janette Kosior and Tiffany Ma break down what sets SensibleAI apart from generic tools and why a purpose‑built approach delivers speed, control, and measurable ROI.

In the episode, you’ll learn the following:

1. How SensibleAI Forecast applies machine learning to produce accurate, automated predictions
2. How SensibleAI Studio streamlines account reconciliation and narrative summarization
3. How SensibleAI Agents operate as embedded digital teammates inside your workflows

The conversation makes a clear case for finance‑specific AI that brings transparency, strong governance, and results that scale across the enterprise.

More?

The first six episodes of the Finance AI Academy set the foundation for what truly defines modern finance transformation. In the episodes, you’ll learn everything from the core technologies redefining the Office of Finance to the real‑world applications delivering measurable impact today. Each conversation gives CFOs and finance leaders the clarity, frameworks, and confidence needed to guide AI strategy with precision and purpose.

But these episodes are only the beginning. As AI continues to reshape how organizations plan, analyze, and operate, the Academy will keep expanding. So stay tuned for new insights, new conversations, and new opportunities to elevate your finance strategy.

Head over to the Finance AI Academy to dive deeper and stay ahead in the Finance AI era.