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As Ascend Partners reaches a significant milestone, we are thrilled to announce the launch of our refreshed visual identity, marking a decade of growth, innovation, and unwavering commitment to our clients and partners. Since our inception ten years ago, Ascend Partners has remained dedicated to providing exceptional OneStream innovations and trusted guidance for a multitude of clients across many industries, empowering each to find success through the power of OneStream. As we celebrate this milestone, we reflect on our journey and the values that have guided us every step of the way. Defining Ascend’s Corporate Values As we celebrate our 10th anniversary, we are excited to introduce our new corporate values, which encapsulate the essence of who we are and what we stand for. These pillars, along with our mission, vision, and values, serve as the foundation upon which we build our relationships, drive our decisions, and chart our course for the future. At Ascend, we strive to embody the following core values: Trust At the heart of our business lies trustworthiness – a core value that guides us at every level. We recognize that honesty, integrity, and a deep sense of accountability and dependability are crucial to establishing enduring relationships with our clients. As the most trusted OneStream Diamond Partner, we are known for consistently delivering high-quality professional work regardless of complexity or circumstance. Our commitment to transparent communication, ethical conduct, and delivering value is unwavering, whether it’s with clients or OneStream.​ Innovation & Excellence Innovation and excellence are the driving forces behind our business. We hold ourselves accountable for delivering the best in our field by setting high standards and striving for exceptional results in every project we undertake. Excellence is not simply a destination, but a journey that we are dedicated to improving and innovating upon in every aspect of our business. By challenging the status quo and seeking out new and creative ways to fulfill our customers’ needs, we remain ahead of the competition and continually advance our solutions and services.​ Passion Our passion fuels our business, inspiring a dynamic and vibrant work environment where creativity, innovation, and collaboration thrive. We are driven by our dedication to the OneStream Intelligent Finance platform and its endless potential to positively impact how its users conduct business. We remain excited at the thought of pushing its boundaries in increasingly creative ways and are proud to work with a team that shares this drive. Our passion for innovation propels us to constantly push the limits of what is possible, find ingenious solutions to problems, and create maximum value for our customers.​ Collaboration We place immense value on collaboration and prioritize open and honest communication with our clients. We stand by them on their OneStream journey, offering trustworthy guidance, constructive feedback, and action plans that instill confidence and push the needle continuously forward. Our goal is to cultivate a culture of mutual respect and understanding, where everyone benefits from each interaction with opportunities to learn and evolve along the way. At the heart of our philosophy is the belief that our prosperity is tied to that of our clients, and we are fully committed to achieving shared success.​ Our Mission, Vision and Values Our Mission is to provide innovative solutions that empower our clients to achieve operational success and give them a competitive advantage. We serve diverse and complex global clients who are forward-thinking and technologically savvy, and we take pride in our ability to be nimbler and more responsive in supporting their success. In essence, we exist to future-proof our clients’ financial systems by keeping up with the pace of innovation and ensuring that they have the tools they need to thrive in today’s rapidly changing business landscape.​ Our Long-Term Vision ; we aspire to work with sophisticated global enterprise clients and become their go-to partner for delivering complex projects that leverage our unmatched expertise and experience. At the same time, we strive to be the employer of choice for exceptional talent by investing in their growth and development, fostering a culture of continuous innovation and progress. Our goal is to be synonymous with OneStream as their most trusted implementation partner, with a reputation for innovation and excellence, and the highest level of customer satisfaction.​ In terms of Core Principles that define our Values , we hold ourselves accountable to the highest standards in both our professional and personal lives, constantly pushing ourselves to improve. We foster strong relationships with our team and consultants, investing in their growth and development. Integrity and passion are at the heart of everything we do, and we take pride in delivering exceptional results without ever taking shortcuts. Our actions are intentional, and we foster a culture of collaboration that values everyone’s input. We believe in cultivating a community that champions initiative, curiosity, and problem-solving skills, and we are committed to excellence in all that we do. At our core, we believe that every individual is valuable and deserves to be part of a team that strives for greatness.​ Introducing a Refreshed Visual Identity

As 2023 comes to a close, Ascend Partners looks back on another remarkable year filled with success and growth. This year, Ascend experienced rapid internal expansion, welcoming 26 new employees from around the globe. Combined with our 21 hires in 2022, we are showing no signs of slowing down. Without a doubt, our achievements have come in large part from our strong partnerships with OneStream, our clients and our incredible team. These relationships have served as a solid foundation for our success, which is why we would like to extend our sincerest gratitude to our community for their unwavering partnership, collaboration, and support. Continued Expansion into the U.S. and Growth in Canada In 2021, Ascend's leadership discerned a burgeoning demand for services in the United States and we zeroed in on this strategic growth opportunity. Fast-forwarding to 2023, to date we have successfully brought on board four new U.S. clients in the last year, for a total of eight clients across all regions. This achievement marks a significant milestone in our long term plans for U.S expansion. In addition to the expansion of our roster of clients, Ascend made several pivotal strategic hires in 2023, including the creation of a new Business Development Associate role in June to support our existing Business Development Manager in the Northeast. In September, we also welcomed our second Business Development Manager to our sales team to lead the charge in the Central U.S region and central Canada, further growing our presence and reach in key markets. In the coming year, we look to expand our sales reach in the Western U.S and Canada, so stay tuned for more details in the coming months. This dynamic growth in our Sales division is positioning Ascend very well for continued success as we navigate the exciting opportunities ahead. As activities in the U.S. have been on a steady incline, our unwavering focus on Canada, our core stronghold, persists. In 2023, we observed a substantial uptick in both the number of new clients and the scale of projects, welcoming new clients and securing the delivery of second and third phases for existing clients who are expanding their use of OneStream products. This noteworthy growth is a testament to the dedication and hard work of the OneStream Canadian sales group and our unwavering partnership and trust in this team. Looking forward to 2024, we anticipate maintaining our momentum with an exceptionally rapid expansion in both our client base and project sizes. We take great pride in our continued strong presence in Canada and eagerly embrace the promising opportunities that lie ahead. Managed Service Operations Since our inception, we have actively collaborated with clients to provide support for their existing OneStream applications, which is why Ascend responded to the escalating demand and growth within the OneStream ecosystem by officially establishing our Managed Service Operations (MSO) offering in 2022 as a distinct and standalone service. We are delighted to have seen demand for MSO continue to grow in 2023, with seven additional clients signing on to take advantage of our four tiers of service, each developed to cater to a diverse range of needs from day-to-day administration and technical support & training, to advanced application support and development. This comprehensive approach extends beyond our existing client base to encompass legacy clients and firms where Ascend did not handle the initial implementation. Operating in a managed service capacity, we are committed to delivering tailored solutions and support across various client scenarios, further solidifying Ascend's commitment to excellence in the evolving landscape of OneStream services.

Whether it's dealing with quarter-end crunch time, resolving mysterious validation issues, or finding ways to streamline workflows, the Ascend Partners’ team know all too well the realities OneStream admins face day-to-day to keep such a robust application (and all its data) running smoothly. That's why we were thrilled to have our VP of Project Delivery, Richard Masterman, and our MSO Manager, Ted Aitas, share their winning strategies for OneStream admin in our recent webinar, Navigating OneStream Administration and Strategies for Success . It's here that they explored best practices, actionable tips and sage advice for administrators and users looking to level up their skills in OneStream, as well as provide an overview of Ascend Partners' Managed Service Operations (MSO) - a flexible service designed to help businesses unlock their OneStream investment with ongoing support and enhancements. Let's recap the key takeaways from this informative session. But first, what is MSO? Ascend Partners MSO is a flexible subscription-based service for those looking for continued support after their OneStream Software implementation. Through MSO, customers gain an extension to their in-house teams with ongoing access to our experts including administrators, Chartered Professional Accountants (CPA), OneStream-certified architects, technical developers and consultants.  With MSO, we offer end-to-end care for your OneStream stack including: End user support Financial close task processing Application stability and performance optimization Training Enhancements, infrastructure support and maintenance

Our leadership team has a long and successful track record of implementing CPM solutions at real estate firms.

With 2022 drawing to a close, the team at Ascend Partners is pleased to look back on a year marked by incredible success and growth. From being elevated to Diamond Partner status in January, to winning the Power of the Platform award at SPLASH San Antonio in May for our planning project at Barrick Gold, we are thrilled to have achieved a number of amazing milestones throughout this past year. In addition, we have hired 21 new employees globally and added 13 new clients in Canada and the U.S. in 2022, proving to be our busiest year to date. We want to thank the entire OneStream team for your partnership, collaboration, and support, as it is without a doubt that our partnership with OneStream has been the keystone to our success. Expansion into the U.S. and Growth in Canada Toward the end of 2020, the leadership at Ascend began to see demand for our services within the U.S. Given our strong presence in Canada, where we currently hold 85% of the market share for OneStream implementations, we decided the best opportunity for growth was in the States. We took our first steps towards this opportunity in February of 2021, by augmenting our sales team and hiring a Business Development manager in Northeastern U.S. Our original plan was to focus on the Northeast and Mid-West where Canadians would be welcomed, however we quickly found out that our services were in fact needed in every market. Shortly thereafter, Ascend was able to bring on two large U.S. clients in the South and we are pleased to nurture a robust pipeline across the U.S. headed into 2023. 2022 New U.S. Clients: Sealed Air Corporation – Manufacturing – Charlotte NC Hillwood – Real Estate Investment – Dallas TX While activities are just starting to ramp up in the U.S., we also continued our work in Canada as our focus and stronghold. We saw a notable uptick in the number of new clients as well as the size of projects in Canada in 2022, having added 10 new clients and locked up delivery of second or third phases for eight existing clients who are expanding their use of OneStream products. This growth is surely a testament to the OneStream Canadian team and all their hard work over the years. We continue to forecast extraordinarily rapid growth in both the number of clients and size of projects in the next two years and are immensely proud to maintain a strong presence in Canada. 2022 New Canadian Clients: Linamar – Automotive Parts Manufacturing – Guelph ON NOVA Chemicals – Chemical Manufacturing – Calgary AB Wesgroup Properties – Real Estate – Vancouver BC NorthWest Health Care Properties – Real Estate – Toronto ON Shawcor Ltd – Oil & Gas – Calgary AB Cooke Inc– Commercial Fisheries – Saint John NB Richardson International – Food & Beverage Manufacturing – Winnipeg MB Ivanhoe Cambridge – Real Estate Investment – Montreal QC Tilray Brands – Consumer Products – Toronto ON SSR Mining – Mining & Minerals – Toronto ON 2022 Existing Canadian Clients Subsequent Phases: Barrick Gold - Tax Provisioning - Mining & Resources – Toronto ON Mattamy Homes – Planning – Real Estate – Toronto ON DeBeers – SAP Integration – Mining & Resources – Calgary, AB Savaria - Consolidation Expansion – Manufacturing – Montreal QC Onex – Planning, Budgeting, & Forecasting – Private Equity – Toronto ON FCR - Application Rebuild – Real Estate – Toronto ON Equinox Gold - Management Reporting – Mining & Resources – Vancouver BC Mattamy Homes – Joint Venture Reporting – Real Estate – Toronto ON Managed Services Operations 2022 also saw the formalization of our Managed Services Offering at Ascend as a standalone service due to the high demand and growth in the OneStream ecosystem. We have been working with clients to support their existing OneStream applications since our founding and are pleased to now offer Managed Services Operations (MSO) split into five tiers of services to accommodate the various levels of client needs. We also work in a managed service capacity for existing clients, legacy clients, and firms where we did not do the initial implementation. Support Clients: Barrick Gold – Mining & Resources – Toronto ON Mattamy Homes – Real Estate – Toronto ON The Marmon Group – Construction – Chicago IL LCI – Education – Montreal, QC MacDonald, Dettwiler & Associates – Aeronautics & Robotics, Toronto ON 2022 New Hires To support our continued growth this past year, we needed to hire many new people at all levels. Luckily, we have a strong network and reputation in Canada, so were able to find incredibly talented and eager new hires who have made a positive impact on the organization. On top of this, Ascend added two new hires in the U.S. and plan to add many more in 2023 as we continue to grow our business in the States. New Employees: 4 Functional Consultants 10 Technical Consultants 3 Senior Project Managers Business Development Manager Director of Special Projects Finance Manager Marketing Operations Manager Training & Certifications Ascend Partners invests heavily in OneStream training to ensure that our team members, including senior Chartered Professional Accountants (CPAs) and highly skilled OneStream specialists, architects, data integrators and developers, are highly proficient in the latest tools, techniques, and practices for administering and implementing top quality services. In the past year, two Ascend team members have passed the OneStream Certified Professional (OCP) exam and achieved the coveted Lead Architect certification designation, demonstrating the highest levels of technical competency, productivity, and industry recognition. We currently have eight more highly qualified team members on the Lead Architect certification path, and they will be completing their certifications in 2023. Historical OneStream Training Achievements: 28 Application Build for Consultants (Level 1 Certification) 2 First Project Readiness Learning Path (Level 1 Certification) 3 Designing an Application & eLearning Lab 2 Level 2 Financial Planning 6 Level 2 Reporting 8 Level 2 Financial Model Rules 2 Level 3 Dashboards 1 Level 2 Studio Basics What’s Next? In 2023, we plan to remain focused and committed to the Canadian OneStream market while working hard to expand across North America. We also look forward to bringing in more talented employees as we explore expansion into new markets. And most of all, we are grateful for the opportunity to be part of the OneStream family and look forward to continuing to deliver sophisticated quality OneStream implementations in 2023 as a Diamond Partner. The entire Ascend team would like to thank you for being such a catalyst to our growth - we would not have been able to reach the milestones we achieved without your continued support and partnership. From sales to alliances and everyone in between, the team at Ascend wish you the very best of the holiday season and success in 2023.

Ascend Now Offering OneStream Managed Service Operations

Ascend Partners was proud to send eight members of its team to the OneStream Wave Conference held in Las Vegas from November 9th to 11th. The conference featured three learning streams: developer, architect and tax. Most of the team attended the developer and architect sessions while one member attended the tax sessions.

As a company, CFO, or large enterprise that has used SAP (ECC or SAP S/4HANA) and seen the future development of the multitude of potential SAP products and the forced migration to a flawed product, your most pressing question may be: "How on earth can we extricate ourselves from this web of software dependencies and still access and integrate our data cost-effectively?" OneStream, to many, is a ‘white knight’ riding into the fray of business corporate performance management legacy systems. It provides a unique ability to ensure data quality and enhanced financial reporting analysis while still offering drill-back capabilities to transactional details. Often the OneStream integration with SAP is more straightforward than using SAP CPM solutions, such as BPC. The following data integration illustration shows why over 100 SAP ERP clients have made the switch to OneStream. Harmonious Integrations OneStream allows a simple and harmonious integration with SAP (ECC or S/4HANA) in any of their versions. Communication can be direct with the ERP and Integration Servers such as SAP PI, SAP PO and SAP Cloud Platform Integrations. OneStream can adapt its interfaces depending on the client's SAP service architecture. The most common integration plan includes direct connection. This simple solution is meant for non-complex SAP architectures. Its data integration is an easy two-way communication:

Ascend Partners is proud to announce that we have been recognized as a Power of the Platform Award Winner by OneStream at the 2022 Splash Global User Conference and Partner Summit. This award recognizes OneStream Global Advisory Program partners who have truly extended the OneStream platform over the past year across North America, Latin America and APAC. Ascend won the Power of the Platform award for our work on the Barrick Gold “Life-Of-Mine High Volume Planning” project. Keep reading to learn about the work we did, and the incredible results achieved for our client.