Session Builder

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Monday, September 9, 2019

Product Tracks

Solution Tracks

Industry and Networking

Format

Training Level

Speaker

1:30pm to 6:00pm

SOX & Internal Controls Professionals Group Summit

SOX, Audit, and Risk Management

Join us for the largest SOX summit to date with exclusive thought leadership opportunities designed especially for SOX, audit, and internal controls professionals. Hear industry insights from thought leaders specializing in regulatory trends and forensic accounting, learn best practices from a panel of practitioners and advisory firm partners, and connect with your peers across the country.

CPE Credit
Auditing 2.4 credits
Ethics 1.6 credits

 

Course level: 
Overview
Field of study: 
Auditing (Internal Controls), Behavioral Ethics

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2:00pm to 3:00pm

How Workiva Customers Save a Week in Their Prospectus Filing Processes

Financial Services

Uncover ways to optimize your prospectus filings. Learn how to increase efficiency and reduce cost across the reporting process. Find out how Workiva customers have saved 7–10 days in their reporting cycles by connecting data, people, and processes. This session is geared toward mutual funds, investment firms, banks, and insurance companies that prepare prospectuses or registration statements.

After this session, you will be able to:

  • Apply process improvement tactics to save days in your reporting cycle
  • Discover opportunities for improvement in your current prospectus reporting process
  • Evaluate technologies that can help increase efficiency in investment reporting
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

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Modernizing the Shareholder Communication Experience

SEC Reporting

This session, hosted by Broadridge, teaches you precisely how to modernize shareholder communication and offers practical advice for taking the pressure out of proxy season. Plus, learn about the technology partnership between Workiva and Broadridge that allows customers to directly submit 10-Ks, 10-Qs, and proxy materials to Broadridge for design, printing, and distribution—all with a click of a button.

After this session, you will be able to:

  • Recognize modern shareholder communication trends
  • Submit information to Broadridge from the print tab in Wdesk
  • Improve your shareholder management and compliance process
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

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Developing Strategies and Best Practices for Disclosure Effectiveness

SEC Reporting

This session covers trends in corporate disclosures and identifies ways your company can make your disclosures more meaningful and relevant for investors. Join fellow practitioners as they discuss ways to develop strategies for presenting financial information in a logical, easy-to-read structure.

After this session, you will be able to:

  • Use industry best practices to your own disclosure initiatives
  • Identify specific areas where your disclosure process can be streamlined
  • Choose key stakeholders for improving the reporting process
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting (SEC Practice)

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Hands-On: Tagging XBRL from Scratch

SEC Reporting

This hands-on session walks through the application of basic tagging.

After this session, you will be able to:

  • Describe how to navigate through taxonomy reference sections for applicable concept selection
  • Identify dimensional patterns and how and when to apply them
  • Apply XBRL tagging to real-life examples in Workiva solutions
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

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Hands-On: Transitioning to the Next Generation of Wdesk

Connected ReportingSEC Reporting

Get hands-on experience transitioning your reports to the next generation of Wdesk. Learn about best practices, tips and tricks, and tools and resources that you can take back to your team to help manage your transition.

After this session, you will be able to:

  • Demonstrate how to transition a project to the next generation of Wdesk
  • Apply understanding of the transition report and correct any issues that were identified
  • Explain the process of transitioning to other teams at your organization
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

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Roundtable: Enhancing Reporting Processes for International Dual-Listed Firms

Accounting and Finance

This panel discussion focuses on streamlining the reporting process for companies that are dual listed. Learn how utilizing one platform and a single source of truth can improve data governance as well as increase efficiency.

After this session, you will be able to:

  • Describe best practices for reporting to multiple regulators
  • Recognize shared challenges dual-listed firms face in their reporting
  • Identify new ways to improve your reporting process
Course level: 
Basic
CPE credits: 
1
Field of study: 
Accounting

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What the Future Holds for iXBRL and Structured Data

SEC Reporting

Now that Inline XBRL is here, filers needs to stay abreast of new structured data trends and understand how technology and automation will continue to be a driving force in the modernization of financial reporting. This session covers the global demand of iXBRL and highlights what the future holds for automation.

After this session, you will be able to:

  • List reasons why iXBRL demand is growing
  • Explain how technology and automation is the future
  • Attain proficiency with advanced capabilities in Inline XBRL
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting

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Introduction to XBRL: Learn the Language

SEC Reporting

During this session, you will be introduced to XBRL in the Workiva platform, including the different levels of XBRL tagging, the XBRL outline, and icons.

After this session, you will be able to:

  • Identify each XBRL icon and understand its functionality
  • Describe the XBRL outline layout
  • Apply the basics of how to apply XBRL concepts in the Workiva platform
Course level: 
Basic
CPE credits: 
1
Field of study: 
Accounting

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How Workiva and Anaplan Create a Finance and Accounting Ecosphere

Accounting and Finance

Accounting and finance processes continue to evolve, increasing complexity and business demands. With this increasing complexity, organizations demand technologies that can integrate to provide continuity throughout internal and external financial reporting processes. Learn how Workiva and Anaplan help accounting and finance organizations create an ecosphere of solutions that streamline analysis and reporting.

After this session, you will be able to:

  • Apply processes through integrated software
  • Recall best practices for process simplification
  • Describe how to connect your process to contributors and stakeholders across your organization
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Business Management and Organization

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Behind the Scenes at Workiva: Our FP&A, Tax, and SEC Teams Share Reporting Tactics

Accounting and Finance

Hear how our finance and accounting teams use Workiva solutions for internal and external reporting. Explore best practices shared by our accounting and finance leaders, including tips for using Workiva for SEC reporting, management reporting, and connecting information across departments for executive presentations.

After this session, you will be able to:

  • Describe how our team collaborates on financial reporting
  • Explain how to increase efficiency and consistency in reporting across your company
  • Identify new opportunities for analyzing essential business data
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: Getting Started with Next Generation Presentations

Connected ReportingSEC Reporting

Join this hands-on session to gain deeper experience with the next generation of Wdesk Presentations. Learn about creating high-quality slides with the platform’s design tools, and find out how to create engaging visualizations for your presentations, along with other tips and tricks.

After this session, you will be able to:

  • Demonstrate how to design pixel-perfect slides with powerful new layout and design tools
  • Employ tactics to create engaging visualizations with an enhancing chart library and visualization tools
  • Reconstruct work in next generation Presentations with new collaboration and history tools
Prerequisites: 

This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating Wdesk Presentations.

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

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Hands-On: Data Preparation for Beginners

Connected DataSEC Reporting

Gain hands-on experience using new capabilities to prepare large datasets for reporting. Learn how to manage multiple data tables and dimension tables, build queries with the drag-and-drop report builder, and publish to Connected Sheets to create a more efficient data preparation process.

After this session, you will be able to:

  • Apply Workiva solutions to manage multiple data tables and dimension tables
  • Convey the benefits of using the report builder to perform common functions like join, group, select, filter, aggregate, and standard calculations
  • Develop the ability to sync data into Connected Sheets and adjust query parameters from within the sheet
Prerequisites: 

Recommend attending the session Mastering the Art of Data Preparation

Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

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Roundtable: Methods for Modernizing Data Preparation

Connected DataSEC Reporting

Join this interactive session with Workiva platform users to discuss challenges and best practices in data preparation. Learn how they identified risks in their processes, implemented technology to modernize their processes, and freed up time to focus on strategic iniatitives.

After this session, you will be able to:

  • Identify data preparation processes that need improvement
  • Use Workiva technology to improve speed and agility in data preparation
  • Apply best practices from other users to advance your own process
Course level: 
Overview
CPE credits: 
1
Field of study: 
Business Management and Organization

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3:30pm to 4:30pm

Beware of These Dangerous XBRL Tagging Oversights

SEC Reporting

This session focuses on how to strategically address your XBRL quality by revisiting tagging selections in areas that raise the most questions within the industry and provides guidance on how to eliminate oversights in those areas.

After this session, you will be able to:

  • Describe guidance from the Data Quality Committee to improve your XBRL tagging
  • Analyze your XBRL documents to look for improvement opportunities
  • Identify how to create a systematic approach to updating XBRL
Course level: 
Advanced
CPE credits: 
1
Field of study: 
Accounting

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XBRL Calculation Relationships Defined

SEC Reporting

This session covers the creation of XBRL calcuation relationships and illustrates how to manage and troubleshoot calculation exceptions.

After this session, you will be able to:

  • Describe the criteria for XBRL calculation relationship creation
  • Review considerations in different calculation scenarios
  • Apply calculation relationships in accordance to EDGAR Filer Manual rules
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: Tagging XBRL from Scratch

SEC Reporting

This hands-on session walks through the application of basic tagging.

After this session, you will be able to:

  • Describe how to navigate through taxonomy reference sections for applicable concept selection
  • Identify dimensional patterns and how and when to apply them
  • Apply XBRL tagging to real-life examples in Workiva solutions
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Getting Started with Wdesk Spreadsheets

Connected ReportingSEC Reporting

Join this session for a hands-on experience with Wdesk Spreadsheets. Learn about building spreadsheets from scratch or via import, and find out how to connect Spreadsheets to data inside and outside the platform. Plus, learn tips and tricks to make your work more connected and scalable.

After this session, you will be able to:

  • Demonstrate how to build a spreadsheet from scratch or by syncing or importing an Excel® file
  • Connect your spreadsheets to data inside and outside of Wdesk
  • Arrange to share data from your spreadsheet with other teams across your organization
Prerequisites: 

This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating Wdesk Spreadsheets.

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: How Global Companies Use Workiva Solutions

Networking and Best Practices

Workiva platform benefits are helpful anywhere, regardless of a country’s specific reporting mandates. Participate in group discussions led by experienced, multinational, and non-U.S. customers, and hear how they use technology to drive efficiency, data integrity, and effectiveness across their organizations.

After this session, you will be able to:

  • Describe how the Workiva platform can be used around the world
  • Explain the Workiva product roadmap to identify how your reporting will evolve
  • Employ best practices from other Workiva customers
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

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Top Workiva Spreadsheets Formulas for a Simplified Financial Close

Accounting and FinanceSEC Reporting

Have you mastered formulas in Workiva Spreadsheets? Attend this session to discover the power of advanced formulas and the impact they have on finance and accounting processes. This session covers the formulas finance experts use today and offers insight into how you can put them to use.

After this session, you will be able to:

  • Use advanced formulas in Spreadsheets
  • Summarize the key benefits and use cases associated with the formulas
  • Identify the risks and benefits of specific formulas for your financial close
Course level: 
Advanced
CPE credits: 
1
Field of study: 
Computer Software and Applications

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Confidence and Control in Nonfinancial Data: Experts Speak Out

Accounting and Finance

Learn how nonfinancial reporting enables companies to support business decisions and connect internal and external stakeholders to crucial information. Hear industry thought leaders discuss how professional accountants can improve confidence in nonfinancial reporting by mitigating compliance, risk, and audit scrutiny.

After this session, you will be able to:

  • Describe how investor and market demands on companies are growing
  • Explain Nonfinancial Reporting Framework and Standards
  • Identify how CFOs around the world are becoming champions for nonfinancial data
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: Getting Started with Next Generation Wdesk Documents

Connected ReportingSEC Reporting

Join this session for a hands-on experience with the next generation of Wdesk Documents. Learn how to create and manage next generation documents, and stay productive with the tool’s newest features. Find out best practices and key capabilities that will make your work more collaborative.

After this session, you will be able to:

  • Demonstrate how to create and manage work in a next generation Wdesk document
  • Identify ways to stay productive with new collaboration and content management experiences
  • Use new history, audit, and version control tools to add transparency to your work
Prerequisites: 

This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating Wdesk Documents.

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Advanced Data Preparation Techniques

Connected DataSEC Reporting

This hands-on tour walks through advanced data preparation capabilities. Gain experience building complex queries with calculated columns, dynamic filters, and pick lists. Learn how to leverage pivots, drill downs, and data visualizations for faster exploration and ad hoc analysis of data.

After this session, you will be able to:

  • Apply Workiva solutions to create advanced queries with calculated columns, multiple datasets, dynamic filters, and pick lists
  • Develop the ability to explore data with pivots, drill downs, and visualizations
  • Analyze documents on an ongoing basis by creating and managing saved view
Prerequisites: 

Recommend attending the session Hands-On: Data Preparation for Beginners

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Strategies for Using Workiva for Capital Market Transactions

SEC Reporting

Find out how to prepare for upcoming transactions, and uncover industry best practices for groups involved in or planning for capitalization events, including IPOs, debt and equity offerings, and M&A. Plus, learn how to manage capital market deals by leveraging Workiva solutions and our Client Services team.

After this session, you will be able to:

  • Use Workiva services to efficiently run a capitalization event
  • Apply best practice guidance from drafting to distribution
  • Change your current deal playbooks to meet the modernization demand
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting (SEC Practice)

Read more

Tuesday, September 10, 2019

Product Tracks

Solution Tracks

Industry and Networking

Format

Training Level

Speaker

10:00am to 11:00am

How Workiva Customers Save a Week in Their Prospectus Filing Processes

Financial Services

Uncover ways to optimize your prospectus filings. Learn how to increase efficiency and reduce cost across the reporting process. Find out how Workiva customers have saved 7–10 days in their reporting cycles by connecting data, people, and processes. This session is geared toward mutual funds, investment firms, banks, and insurance companies that prepare prospectuses or registration statements.

After this session, you will be able to:

  • Apply process improvement tactics to save days in your reporting cycle
  • Discover opportunities for improvement in your current prospectus reporting process
  • Evaluate technologies that can help increase efficiency in investment reporting
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Planning and Executing Your Transition to the Next Generation of Wdesk

Connected ReportingSEC Reporting

Start planning your move to the next generation of Wdesk with an in-depth look at the transition experience. This session covers timing, tools, and the resources available to help you manage the transition.

After this session, you will be able to:

  • Identify the right time to transition to the next generation of Wdesk
  • Create a plan to make the move
  • Facilitate your team's transition
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Building Internal Partnerships Across Accounting and Finance

Accounting and FinanceSEC Reporting

Find out how to elevate the strategic value of your work and activities. Hear from an experienced international CFO as he explains methods of developing successful business partnerships and how to uncover the true value of the accounting and finance functions.

After this session, you will be able to:

  • Identify key benefits of building internal partnerships
  • Develop a team of influencers
  • Create illustrative stories instead of simply reporting numbers
Course level: 
Overview
CPE credits: 
1
Field of study: 
Personal Development

Read more

How to Transition to iXBRL with Workiva

SEC Reporting

This session examines the steps in the transition process from traditional XBRL to iXBRL using the Workiva platform.

After this session, you will be able to:

  • Describe the transition from traditional XBRL to iXBRL using the Workiva platform
  • Apply the changes required for filing with iXBRL to your own document
  • Review reports using iXBRL
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Tagging XBRL from Scratch

SEC Reporting

This hands-on session walks through the application of basic tagging.

After this session, you will be able to:

  • Describe how to navigate through taxonomy reference sections for applicable concept selection
  • Identify dimensional patterns and how and when to apply them
  • Apply XBRL tagging to real-life examples in Workiva solutions
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Getting Started with Next Generation Wdesk Documents

Connected ReportingSEC Reporting

Join this session for a hands-on experience with the next generation of Wdesk Documents. Learn how to create and manage next generation documents, and stay productive with the tool’s newest features. Find out best practices and key capabilities that will make your work more collaborative.

After this session, you will be able to:

  • Demonstrate how to create and manage work in a next generation Wdesk document
  • Identify ways to stay productive with new collaboration and content management experiences
  • Use new history, audit, and version control tools to add transparency to your work
Prerequisites: 

This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating Wdesk Documents.

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Overview of Workiva for Internal Audit Management

SOX, Audit, and Risk Management

This guided tour of Internal Audit Management walks through the creation and management of operational audits. Discover how to set up an audit plan, create workpaper templates, manage audit programs, and finalize audit reports.

After this session, you will be able to:

  • Identify where the overall status of the audit plan could be made more transparent with real-time dashboards and reports
  • Construct effective audit processes by automating the workpaper management process
  • Prepare linked, relevant data across workpapers to ensure audit reporting accuracy and consistency
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: How Connected Reporting Fuels the Energy Sector

Networking and Best Practices

Part customer panel and part roundtable discussion, this session takes a deeper dive into connected reporting for oil, gas, power, and utility companies. Hear from users who are ahead of the curve and have made the most of their reports and processes with Workiva solutions.

After this session, you will be able to:

  • Apply lessons to improve your own reports and processes
  • Employ best practices from other Workiva customers
  • Prepare technology-enabled reports to enhance your career
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Proven and Efficient Approaches for Financial Data Management

Accounting and Finance

It is no secret that reports can contain errors derived from data quality and inconsistencies, but centralized and connected data processes can combat these issues. Hear from Workiva solution architects and developers as they share data management and gathering tactics ready for you to implement today.

After this session, you will be able to:

  • Describe how to create a centralized and standard data structure throughout your process
  • Recall the importance of data structure in every process
  • Identify the data organization tactics used by best-in-class organizations
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

Read more

How Companies Scale Workiva Solutions Across Their Organizations

Connected ReportingSEC Reporting

This panel discussion explores how other organizations have gained efficiencies and expanded their use of Workiva solutions. Discover new ways to leverage the technology, and hear lessons from other users as they've added new teams, reports, and processes.

After this session, you will be able to:

  • Use Workiva solutions across your organization in new ways
  • Identify new reports and teams that would benefit from Workiva solutions
  • Explain best practices for growing Workiva solutions across your team
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Behind the Scenes at Workiva: Our FP&A, Tax, and SEC Teams Share Reporting Tactics

Accounting and Finance

Hear how our finance and accounting teams use Workiva solutions for internal and external reporting. Explore best practices shared by our accounting and finance leaders, including tips for using Workiva for SEC reporting, management reporting, and connecting information across departments for executive presentations.

After this session, you will be able to:

  • Describe how our team collaborates on financial reporting
  • Explain how to increase efficiency and consistency in reporting across your company
  • Identify new opportunities for analyzing essential business data
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

Read more

Connecting the Three Lines of Defense

SOX, Audit, and Risk Management

Explore the benefits of connected risk and controls processes. Learn how teams can optimize their use of Workiva solutions by connecting internal controls over financial reporting (ICFR), internal audit, enterprise risk management (ERM), and policy and procedure management for greater efficiency.

After this session, you will be able to:

  • Analyze your business and identify processes where Workiva solutions can reduce redundant work
  • Identify manual, duplicative efforts across ICFR, enterprise risk management, internal audit, and policies and procedure management
  • Demonstrate how to maximize the use of Workiva across your team
Course level: 
Basic
CPE credits: 
1
Field of study: 
Auditing (Internal Controls)

Read more

The Power of Connected Data: Integration and Data Preparation Overview

Connected DataSEC Reporting

Get an overview of ways to connect Workiva solutions to external systems, prepare data at scale, and leverage datasets for multiple reporting streams. Explore how to import, sync, and integrate data via connectors and APIs. Learn how to publish data across Connected Sheets and Workspaces.

After this session, you will be able to:

  • Interpret benefits of connecting Workiva to your ERP, CRM, EPM, or other enterprise system
  • Compare and contrast the connection options available for your team
  • Explain ways to integrate data to your technical support team
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

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How GE and Southwest Improved Internal Reporting

Accounting and Finance

Hear from current accounting and finance leaders as they share tactics they have used to drive process rigor and efficiency in financial close internal reporting, while ensuring confidence and accuracy. Learn the bottom-line benefits real customers have seen by connecting their data and analysis directly to internal reports.

After this session, you will be able to:

  • Identify areas for simplification and improvement in your organization
  • Recall strategies on implementing best practices
  • Recognize the benefits of using Workiva solutions for internal management reporting
Course level: 
Basic
CPE credits: 
1
Field of study: 
Finance

Read more

Hands-On: Getting Started with Wdesk Spreadsheets

Connected ReportingSEC Reporting

Join this session for a hands-on experience with Wdesk Spreadsheets. Learn about building spreadsheets from scratch or via import, and find out how to connect Spreadsheets to data inside and outside the platform. Plus, learn tips and tricks to make your work more connected and scalable.

After this session, you will be able to:

  • Demonstrate how to build a spreadsheet from scratch or by syncing or importing an Excel® file
  • Connect your spreadsheets to data inside and outside of Wdesk
  • Arrange to share data from your spreadsheet with other teams across your organization
Prerequisites: 

This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating Wdesk Spreadsheets.

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: An Overview of Workiva for SOX and Internal Controls

SOX, Audit, and Risk Management

New, curious, and beginning users alike will benefit from this test-drive of Workiva SOX Compliance and Internal Controls Management solutions. Learn best practices for applying these features to improve your risk and compliance processes. Discover evidence request workflow, sample annotation, review and approval, testing, and more.

After this session, you will be able to:

  • Utilize Workiva solutions to assist your SOX or ICFR program, including population requests, sample annotation, review and approval, testing and reporting
  • Identify areas to improve automation, collaboration, and connected data in your SOX or ICFR program
  • Show the fundamental features that are used in the SOX or ICFR process
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Connected Reporting for Multi-Entity Firms

Networking and Best PracticesSEC Reporting

Multi-entity reporting occurs across almost every industry—private equity and asset management firms, energy companies, real estate investment trusts, and management firms, just to name a few. Learn how companies in these industries use Workiva solutions to standardize processes, increase efficiency, and gain much-needed oversight and control over the entire firm.

After this session, you will be able to:

  • Apply lessons to improve your own reports and processes
  • Employ best practices from other Workiva customers
  • Identify duplicative aspects of your process
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

1:00pm to 2:00pm

How Two Government Teams Expanded Their Use of Workiva Solutions

Networking and Best Practices

Hear how your peers are leading financial reporting modernization initiatives in their organizations and reaping the benefits. Discuss concerns, questions, and how to leverage Workiva technology in smart, powerful ways. Share ways to drive improvements, reduce risk, lower costs, and increase operational efficiency.

After this session, you will be able to:

  • Recall best practices to improve the speed, agility, and accuracy of critical reporting processes
  • Educate your team on additional uses for Workiva
  • Discuss examples of overcoming obstacles in process transformation initiatives
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Connected Reporting: Bridging the Gap Between Systems and Stakeholders

Accounting and Finance

Hear from Workiva, Host Analytics, and FloQast subject matter experts on best practices for process improvement in the finance organization. Learn more about the challenges facing the office of finance and how integrated cloud technology helps companies streamline the financial reporting process.

After this session, you will be able to:

  • Describe the types of initiatives used to drive finance transformation
  • Identify technologies used to digitize the financial close, planning, and reporting cycles
  • Recall details about technology needed to address gaps in data gathering, managing, communication, and collaboration
  • Streamline and improve your process using integrated technology
Course level: 
Basic
CPE credits: 
1
Field of study: 
Finance

Read more

Mastering the Art of Data Preparation

Connected DataSEC Reporting

Explore the newest capabilities of Workiva solutions to enrich data and accelerate insights. Learn how you can better manage complex data preparation at scale for internal and external reporting; perform ad hoc analysis with pivots, drill downs, and visualizations; and make data more accessible for multiple reporting streams.

After this session, you will be able to:

  • Convey the benefits of an automated, transparent, and repeatable process to prepare data
  • Explain the benefits of connecting, exploring, and understanding massive datasets from structured systems or desktop spreadsheets
  • Leverage Workiva solutions to reduce time to insight and increase data accessibility across your organization
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Financial Services Success Stories: How U.S. Bank Leverages Workiva

Financial Services

Hear why one organization selected Workiva and the efficiencies they gained by making the switch. Then, network with your peers in the financial services industry—share best practices and tips for success when leveraging Workiva across the organization.

After this session, you will be able to:

  • Recall use cases within the financial services industry, and share experiences and success stories
  • Expand Workiva solution usage within your organization
  • Summarize how to improve productivity and collaboration across the enterprise
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Getting Started with Next Generation Presentations

Connected ReportingSEC Reporting

Join this hands-on session to gain deeper experience with the next generation of Wdesk Presentations. Learn about creating high-quality slides with the platform’s design tools, and find out how to create engaging visualizations for your presentations, along with other tips and tricks.

After this session, you will be able to:

  • Demonstrate how to design pixel-perfect slides with powerful new layout and design tools
  • Employ tactics to create engaging visualizations with an enhancing chart library and visualization tools
  • Reconstruct work in next generation Presentations with new collaboration and history tools
Prerequisites: 

This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating Wdesk Presentations.

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

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Hands-On: Mastering SOX Testing

SOX, Audit, and Risk Management

Advance your mastery of Workiva solutions for SOX or internal controls over financial reporting (ICFR). Gain a deeper understanding of how to streamline the testing process, from evidence request to external audit review. Use enhanced workflow to improve collaboration with internal and external stakeholders.

After this session, you will be able to:

  • Demonstrate the ability to work efficiently with key internal and external stakeholders
  • Employ intelligent workflow capabilities to meet timely deadlines
  • Demonstrate the ability to reduce administrative work and focus more time on achieving business goals
Prerequisites: 

Recommend attending the session Hands-On: An Overview of Workiva for SOX and Internal Controls

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

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Roundtable: Methods for Modernizing Data Preparation

Connected DataSEC Reporting

Join this interactive session with Workiva platform users to discuss challenges and best practices in data preparation. Learn how they identified risks in their processes, implemented technology to modernize their processes, and freed up time to focus on strategic iniatitives.

After this session, you will be able to:

  • Identify data preparation processes that need improvement
  • Use Workiva technology to improve speed and agility in data preparation
  • Apply best practices from other users to advance your own process
Course level: 
Overview
CPE credits: 
1
Field of study: 
Business Management and Organization

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Roundtable: Transforming the Global Statutory Reporting Process

Accounting and Finance

Today, it is more important than ever that global companies and corporate controllerships have visibility and confidence in the regulatory reports filed to governments around the world. This session explores how one Workiva customer improved accuracy and mitigated risk in their statutory reporting process.

After this session, you will be able to:

  • Describe the benefits of a streamlined solution for improving data integrity
  • Explain ways to reduce audit costs with Workiva solutions
  • Identify ways to integrate Workiva solutions across your statutory reporting processes
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting

Read more

Connecting the Dots with Workspaces

Connected ReportingSEC Reporting

This session introduces the powerful administrative capabilities available in Workspaces. Explore best practices for creating and managing users, roles, groups, and permissions, along with best practices for managing one or many workspaces across an organization.

After this session, you will be able to:

  • Identify the right organization and workspace roles for your team
  • Describe how to manage users, roles, and groups within your organization
  • Expand your use of Wdesk without adding administrative work or sacrificing control
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

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Your Guide to 2019 US GAAP Taxonomy Updates

SEC Reporting

This session reviews of major modeling changes in the latest US GAAP XBRL taxonomy.

After this session, you will be able to:

  • Identify significant changes to XBRL modeling approaches deployed by the FASB
  • Utilize FASB guidance that illustrates taxonomy modeling changes
  • Describe how to locate resources and guidance related to taxonomy changes
Prerequisites: 
This session provides a deep dive into topic areas. Information is directed to an audience who is familiar with the topic but may have limited experience implementing the concepts being covered.
Course level: 
Update
CPE credits: 
1
Field of study: 
Accounting

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Case Study: How Fannie Mae Transformed Their SEC Reporting Process

Connected DataSEC Reporting

See how Fannie Mae advanced, automated, and condensed their SEC reporting process with Workiva. The Fannie Mae reporting team will discuss how key Workiva platform capabilities helped eliminate complexity and reduced the report-to-filing timeline.

After this session, you will be able to:

  • Identify elements required to drive continuous adaptation in the reporting process
  • Outline the benefits of creating an integrated environment for data providers
  • Describe complexity in data ownership and handoffs
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: Clearing XBRL Validation Messages

SEC Reporting

This hands-on session introduces the basics of automated error detection and demonstrates the necessary steps for a successful and accurate XBRL filing.

After this session, you will be able to:

  • Identify the different types of XBRL validation messages
  • Describe common XBRL validation issues
  • Analyze the methods on how to resolve validation issues
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: A Detailed Look at SOX Report Creation

SOX, Audit, and Risk Management

Report on your SOX and audit programs with immediate insight. Learn advanced tactics on how to utilize new Workiva solution capabilities to create customized, ad hoc reports to gain visibility and perform analysis on the fly.

After this session, you will be able to:

  • Create custom reports with a subset of data from your RCM
  • Pivot your new report data for easy, ad hoc viewing and analysis
  • Recall common user applications of report building capabilities
Course level: 
Advanced
CPE credits: 
1
Field of study: 
Auditing (Internal Controls)

Read more

Hands-On: Data Preparation for Beginners

Connected DataSEC Reporting

Gain hands-on experience using new capabilities to prepare large datasets for reporting. Learn how to manage multiple data tables and dimension tables, build queries with the drag-and-drop report builder, and publish to Connected Sheets to create a more efficient data preparation process.

After this session, you will be able to:

  • Apply Workiva solutions to manage multiple data tables and dimension tables
  • Convey the benefits of using the report builder to perform common functions like join, group, select, filter, aggregate, and standard calculations
  • Develop the ability to sync data into Connected Sheets and adjust query parameters from within the sheet
Prerequisites: 

Recommend attending the session Mastering the Art of Data Preparation

Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: What's Next? How Banks Stay Ahead of Regulations and Risks

Financial Services

Learn how to dramatically improve your data governance and increase ROI. Hear from peers in the banking industry who use Workiva to improve their processes across the enterprise for their RRP, CCAR, and DFAST reporting, meet changing regulations, and future-proof their stress testing and resolution plans. This session is geared toward banks.

After this session, you will be able to:

  • Identify Workiva solution use cases within banking
  • Explain how Workiva can be further used within your organization
  • Summarize how to improve productivity and collaboration across the enterprise
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

The Power of Connected Reporting

Connected Reporting

While technology has fundamentally changed the way that data is created, captured, and stored, most organizations still struggle to deliver assurance in their data. Learn more about the future of reporting and how Workiva solutions help data, documents, and teams work better together.

After this session, you will be able to:

  • Identify ways to modernize your reporting processes by connecting data, documents, and teams at scale
  • Determine new ways to connect your reports and build trust in your data
  • Use best practices for reporting and share them with stakeholders across your organization

 

Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

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2:30pm to 3:30pm

What the Future Holds for iXBRL and Structured Data

SEC Reporting

Now that Inline XBRL is here, filers needs to stay abreast of new structured data trends and understand how technology and automation will continue to be a driving force in the modernization of financial reporting. This session covers the global demand of iXBRL and highlights what the future holds for automation.

After this session, you will be able to:

  • List reasons why iXBRL demand is growing
  • Explain how technology and automation is the future
  • Attain proficiency with advanced capabilities in Inline XBRL
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting

Read more

Save Time and Drive Efficiency in Your SOX Program

SOX, Audit, and Risk Management

Discover how other SOX compliance professionals use Workiva to save time and more effectively manage their processes. See how the platform can manage compliance and make a sizable, positive impact on the time teams spend—from the beginning to end of the process.

After this session, you will be able to:

  • Utilize the Workiva platform to streamline your SOX or ICFR program
  • Apply best practices to eliminate administrative burdens and drive collaboration across internal and external stakeholders in your SOX program
  • Adopt features to streamline reporting SOX data to your business effectively
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

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How Uber and MongoDB Leverage Workiva for Financial Reporting

Accounting and Finance

In this session led by experienced Workiva users, we will discuss how Uber and MongoDB implemented Workiva for financial reporting. Explore best practices and the lessons they learned in using the solution for quarterly and annual reporting.

After this session, you will be able:

  • Recall how two companies leverage Workiva for financial reporting
  • Identify ways to increase efficiency and improve consistency
  • Outline the benefits of Workiva shared by financial reporting professionals
Course level: 
Basic
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: Clearing XBRL Validation Messages

SEC Reporting

This hands-on session introduces the basics of automated error detection and demonstrates the necessary steps for a successful and accurate XBRL filing.

After this session, you will be able to:

  • Identify the different types of XBRL validation messages
  • Describe common XBRL validation issues
  • Analyze the methods on how to resolve validation issues
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Transitioning to the Next Generation of Wdesk

Connected ReportingSEC Reporting

Get hands-on experience transitioning your reports to the next generation of Wdesk. Learn about best practices, tips and tricks, and tools and resources that you can take back to your team to help manage your transition.

After this session, you will be able to:

  • Demonstrate how to transition a project to the next generation of Wdesk
  • Apply understanding of the transition report and correct any issues that were identified
  • Explain the process of transitioning to other teams at your organization
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: An Overview of Workiva for SOX and Internal Controls

SOX, Audit, and Risk Management

New, curious, and beginning users alike will benefit from this test-drive of Workiva SOX Compliance and Internal Controls Management solutions. Learn best practices for applying these features to improve your risk and compliance processes. Discover evidence request workflow, sample annotation, review and approval, testing, and more.

After this session, you will be able to:

  • Utilize Workiva solutions to assist your SOX or ICFR program, including population requests, sample annotation, review and approval, testing and reporting
  • Identify areas to improve automation, collaboration, and connected data in your SOX or ICFR program
  • Show the fundamental features that are used in the SOX or ICFR process
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Enhancing Reporting Processes for International Dual-Listed Firms

Accounting and Finance

This panel discussion focuses on streamlining the reporting process for companies that are dual listed. Learn how utilizing one platform and a single source of truth can improve data governance as well as increase efficiency.

After this session, you will be able to:

  • Describe best practices for reporting to multiple regulators
  • Recognize shared challenges dual-listed firms face in their reporting
  • Identify new ways to improve your reporting process
Course level: 
Basic
CPE credits: 
1
Field of study: 
Accounting

Read more

Top 10 Tricky Stock-Based Compensation Accounting Issues of 2019

Accounting and Finance

Dealing with equity compensation accounting problems can be painful, especially with this year's lease accounting and revenue recognition changes. In this session, Equity Methods provides a fast-paced, fun-filled, plain-English overview of 10 tricky stock-based compensation accounting issues that companies are grappling with in 2019 and how to handle them.

After this session, you will be able to:

  • Explain the 10 stock-based compensation issues
  • Describe how retirement eligibility, service inception date vs. grant date issues, ESPP financial reporting, contingently issuable share calculations, and forecasting tax windfalls and shortfalls impact accounting
  • Use tips and best practices for handling each of the areas discussed
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting

Read more

The Power of Connected Data: Integration and Data Preparation Overview

Connected DataSEC Reporting

Get an overview of ways to connect Workiva solutions to external systems, prepare data at scale, and leverage datasets for multiple reporting streams. Explore how to import, sync, and integrate data via connectors and APIs. Learn how to publish data across Connected Sheets and Workspaces.

After this session, you will be able to:

  • Interpret benefits of connecting Workiva to your ERP, CRM, EPM, or other enterprise system
  • Compare and contrast the connection options available for your team
  • Explain ways to integrate data to your technical support team
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

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How to Save Your Sanity During Investments Filing Season

Financial Services

It is your data, your filings, and your responsibility to meet regulatory compliance and timelines. Take charge of endless investment filings—gain tips to be ready early, and learn how to incorporate last-minute changes to your filing with agility.

After this session, you will be able to:

  • Apply the various steps to save days in your reporting cycle
  • Describe ways to make your investment filings process more efficient
  • Apply tactics to increase the control you have in your filing
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

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XBRL Tagging for Updated Disclosure Requirements

SEC Reporting

In this breakout session, participants will discuss XBRL mapping and modeling principles, along with considerations for tagging the recently adopted accounting standard updates.

After this session, you will be able to:

  • Describe XBRL mapping and modeling principles
  • Apply disclosure requirements to aid in element selection
  • Utilize proper XBRL tagging by using examples from recently updated disclosures
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

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How Will SEC Regulatory Changes Impact Your Company?

SEC Reporting

This session covers the current SEC administration’s agenda along with anticipated regulatory changes on the horizon, and how your team can respond to—or benefit from—them. You can expect a summary of the SEC’s latest activities and priorities, including a brief overview of recently issued standards and those to be released in the near term.

After this session, you will be able to:

  • Summarize the current agenda of the SEC
  • Prepare for upcoming regulatory standards
  • Synthesize reporting processes to meet new and upcoming standards
Course level: 
Update
CPE credits: 
1
Field of study: 
Accounting (SEC Practice)

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Hands-On: Using the Next Generation of Wdesk for SEC Reporting

SEC Reporting

Join this session for a hands-on experience with the next generation of Wdesk specifically focused on the SEC reporting process, including XBRL. Learn how to create and manage next generation documents, spreadsheets, and presentations, and stay productive with the solution's newest features. Find out best practices and key capabilities that will make your work more collaborative.

After this session, you will be able to:

  • Anticipate how the next generation of Wdesk will look and feel for SEC reporting
  • Create and manage work in the next generation of Wdesk
  • Identify ways to stay productive with new collaboration and content management experiences
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: Mastering SOX Reporting

SOX, Audit, and Risk Management

Improve the efficiency of your SOX program, and become more proficient when creating SOX reports and dashboards. Learn how to easily build, edit, and deliver real-time reports and personalized dashboards.

After this session, you will be able to:

  • Demonstrate how to improve compliance with real-time, ad hoc, and personalized reports
  • Construct, edit, and share dashboards with key stakeholders
  • Identify areas of improvement in your compliance process
Prerequisites: 

Recommend attending the session Hands-On: An Overview of Workiva for SOX and Internal Controls

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Advanced Data Preparation Techniques

Connected DataSEC Reporting

This hands-on tour walks through advanced data preparation capabilities. Gain experience building complex queries with calculated columns, dynamic filters, and pick lists. Learn how to leverage pivots, drill downs, and data visualizations for faster exploration and ad hoc analysis of data.

After this session, you will be able to:

  • Apply Workiva solutions to create advanced queries with calculated columns, multiple datasets, dynamic filters, and pick lists
  • Develop the ability to explore data with pivots, drill downs, and visualizations
  • Analyze documents on an ongoing basis by creating and managing saved view
Prerequisites: 

Recommend attending the session Hands-On: Data Preparation for Beginners

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Actionable Tips for Facilitating the Risk Assessment Process

SOX, Audit, and Risk Management

The universal goal of risk assessments is to identify and prioritize the major exposures to achieving an organization's strategic objectives. However, facilitating the risk assessment process varies from company to company, and no two methodologies are exactly alike. Hear how your peers incorporate both quantitative and qualitative analysis, as well as other benchmarks, within their risk assessment processes.

After this session, you will be able to:

  • Identify qualitative and quantitative data inputs to assess, including data sources
  • Apply a process for reporting out on the risk assessment results
  • Recall best practices within your risk assessment methodology
Course level: 
Advanced
CPE credits: 
1
Field of study: 
Auditing (Internal Controls)

Read more

4:00pm to 5:00pm

Can Organizations Turn Ethical Challenges into Strategic Opportunities?

Networking and Best PracticesSOX, Audit, and Risk Management

This session explores both ethical challenges in the contemporary business environment and the strategic opportunities created by corporate social responsibility. Learn more about conducting a stakeholder analysis and applying ethical principles, and listen to experts answer the question “Can companies do good and also do well?

After this session, you will be able to:

  • Determine best practice methods used to identify, describe, and explain various ethical issues faced by organizations today 
  • Develop a decision-making framework for critical thinking and analysis to make ethically defensible decisions
  • Apply tools to help guide business affairs effectively and ethically
Course level: 
Basic
CPE credits: 
1
Field of study: 
Behavioral Ethics

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How GE and Southwest Improved Internal Reporting

Accounting and Finance

Hear from current accounting and finance leaders as they share tactics they have used to drive process rigor and efficiency in financial close internal reporting, while ensuring confidence and accuracy. Learn the bottom-line benefits real customers have seen by connecting their data and analysis directly to internal reports.

After this session, you will be able to:

  • Identify areas for simplification and improvement in your organization
  • Recall strategies on implementing best practices
  • Recognize the benefits of using Workiva solutions for internal management reporting
Course level: 
Basic
CPE credits: 
1
Field of study: 
Finance

Read more

Level Up: A Clear Path to Risk and Controls Program Maturity

SOX, Audit, and Risk Management

Connecting people, processes, and data is critical if you want to mitigate risk, advise your organization, and achieve company objectives. But where do you begin? Use the Risk and Controls Maturity Model in this session, and hear from industry expert David Gamble to identify the maturity of your risk and controls program and provide an iterative path to reaching your goals.

After this session, you will be able to:

  • Evaluate each stage of the Risk and Controls Maturity Model
  • Identify which stage your team is in
  • Consider key factors to advance your team to the next level
Course level: 
Basic
CPE credits: 
1
Field of study: 
Auditing (Internal Controls)

Read more

How to Optimize Collaboration with External Audit Teams

SOX, Audit, and Risk Management

Join this panelist discussion to discover and share best practices for centralizing collaboration with external audit teams—helping them save time, reduce excess or redundant requests, and simplify communication between teams.

After this session, you will be able to:

  • Identify ways that Workiva solutions can improve interactions with external auditors
  • Demonstrate the kinds of access external audit can have to your documents and spreadsheets
  • Apply best practices to collaborate with your external auditors
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Getting Started with Next Generation Wdesk Documents

Connected ReportingSEC Reporting

Join this session for a hands-on experience with the next generation of Wdesk Documents. Learn how to create and manage next generation documents, and stay productive with the tool’s newest features. Find out best practices and key capabilities that will make your work more collaborative.

After this session, you will be able to:

  • Demonstrate how to create and manage work in a next generation Wdesk document
  • Identify ways to stay productive with new collaboration and content management experiences
  • Use new history, audit, and version control tools to add transparency to your work
Prerequisites: 

This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating Wdesk Documents.

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Overview of Workiva for Internal Audit Management

SOX, Audit, and Risk Management

This guided tour of Internal Audit Management walks through the creation and management of operational audits. Discover how to set up an audit plan, create workpaper templates, manage audit programs, and finalize audit reports.

After this session, you will be able to:

  • Identify where the overall status of the audit plan could be made more transparent with real-time dashboards and reports
  • Construct effective audit processes by automating the workpaper management process
  • Prepare linked, relevant data across workpapers to ensure audit reporting accuracy and consistency
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Keeping Up with a Changing Risk Landscape: RPA, Cybersecurity, and More

SOX, Audit, and Risk Management

Trends that impact the internal audit and controls landscape continue to increase at a rapid pace. Learn more about these recent trends, including risks such as cybersecurity, privacy, and new technologies like RPA and AI, plus find out how to keep up with this accelerating risk environement. 

After this session, you will be able to:

  • Describe trends impacting internal audit and business risk
  • Apply best practices to quickly react to recent changes
  • Determine ways to prepare your organization for the future
Course level: 
Overview
CPE credits: 
1
Field of study: 
Business Management and Organization

Read more

Leveraging Workiva Across the Financial Services Enterprise

Financial ServicesNetworking and Best Practices

Hear from users in the banking, insurance, and investments industries on how Workiva has helped transform reporting processes and drive efficiency, cost savings, and data integrity. See how technology has helped teams create a positive impact across their companies.

After this session, you will be able to:

  • Recall use cases within the financial services industry
  • Describe how to expand Workiva solution usage within your organization
  • Summarize how to improve productivity and collaboration across the enterprise
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Beware of These Dangerous XBRL Tagging Oversights

SEC Reporting

This session focuses on how to strategically address your XBRL quality by revisiting tagging selections in areas that raise the most questions within the industry and provides guidance on how to eliminate oversights in those areas.

After this session, you will be able to:

  • Describe guidance from the Data Quality Committee to improve your XBRL tagging
  • Analyze your XBRL documents to look for improvement opportunities
  • Identify how to create a systematic approach to updating XBRL
Course level: 
Advanced
CPE credits: 
1
Field of study: 
Accounting

Read more

Developing Strategies and Best Practices for Disclosure Effectiveness

SEC Reporting

This session covers trends in corporate disclosures and identifies ways your company can make your disclosures more meaningful and relevant for investors. Join fellow practitioners as they discuss ways to develop strategies for presenting financial information in a logical, easy-to-read structure.

After this session, you will be able to:

  • Use industry best practices to your own disclosure initiatives
  • Identify specific areas where your disclosure process can be streamlined
  • Choose key stakeholders for improving the reporting process
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting (SEC Practice)

Read more

Hands-On: Clearing XBRL Validation Messages

SEC Reporting

This hands-on session introduces the basics of automated error detection and demonstrates the necessary steps for a successful and accurate XBRL filing.

After this session, you will be able to:

  • Identify the different types of XBRL validation messages
  • Describe common XBRL validation issues
  • Analyze the methods on how to resolve validation issues
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Mastering SOX Reporting

SOX, Audit, and Risk Management

Improve the efficiency of your SOX program, and become more proficient when creating SOX reports and dashboards. Learn how to easily build, edit, and deliver real-time reports and personalized dashboards.

After this session, you will be able to:

  • Demonstrate how to improve compliance with real-time, ad hoc, and personalized reports
  • Construct, edit, and share dashboards with key stakeholders
  • Identify areas of improvement in your compliance process
Prerequisites: 

Recommend attending the session Hands-On: An Overview of Workiva for SOX and Internal Controls

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Transforming the Global Statutory Reporting Process

Accounting and Finance

Today, it is more important than ever that global companies and corporate controllerships have visibility and confidence in the regulatory reports filed to governments around the world. This session explores how one Workiva customer improved accuracy and mitigated risk in their statutory reporting process.

After this session, you will be able to:

  • Describe the benefits of a streamlined solution for improving data integrity
  • Explain ways to reduce audit costs with Workiva solutions
  • Identify ways to integrate Workiva solutions across your statutory reporting processes
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting

Read more

Wednesday, September 11, 2019

Product Tracks

Solution Tracks

Industry and Networking

Format

Training Level

Speaker

8:30am to 9:30am

How Companies Scale Workiva Solutions Across Their Organizations

Connected ReportingSEC Reporting

This panel discussion explores how other organizations have gained efficiencies and expanded their use of Workiva solutions. Discover new ways to leverage the technology, and hear lessons from other users as they've added new teams, reports, and processes.

After this session, you will be able to:

  • Use Workiva solutions across your organization in new ways
  • Identify new reports and teams that would benefit from Workiva solutions
  • Explain best practices for growing Workiva solutions across your team
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Keeping Up with a Changing Risk Landscape: RPA, Cybersecurity, and More

SOX, Audit, and Risk Management

Trends that impact the internal audit and controls landscape continue to increase at a rapid pace. Learn more about these recent trends, including risks such as cybersecurity, privacy, and new technologies like RPA and AI, plus find out how to keep up with this accelerating risk environement. 

After this session, you will be able to:

  • Describe trends impacting internal audit and business risk
  • Apply best practices to quickly react to recent changes
  • Determine ways to prepare your organization for the future
Course level: 
Overview
CPE credits: 
1
Field of study: 
Business Management and Organization

Read more

How These Fortune 500 Companies Mastered Change Management

Financial ServicesNetworking and Best PracticesSEC Reporting

Change is difficult, but especially for large organizations with multiple stakeholders. Hear from expert panelists on how they built consensus and changed entrenched processes, even with reporting cycles that never stop.

After this session, you will be able to:

  • Employ change management best practices from other Workiva customers
  • Change processes in iterative steps that avoid work stoppage and rework
  • Prepare materials that aid in proof points, business cases, and quantified results
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Business Management and Organization

Read more

How Two Government Teams Expanded Their Use of Workiva Solutions

Networking and Best Practices

Hear how your peers are leading financial reporting modernization initiatives in their organizations and reaping the benefits. Discuss concerns, questions, and how to leverage Workiva technology in smart, powerful ways. Share ways to drive improvements, reduce risk, lower costs, and increase operational efficiency.

After this session, you will be able to:

  • Recall best practices to improve the speed, agility, and accuracy of critical reporting processes
  • Educate your team on additional uses for Workiva
  • Discuss examples of overcoming obstacles in process transformation initiatives
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Using the Next Generation of Wdesk for SEC Reporting

SEC Reporting

Join this session for a hands-on experience with the next generation of Wdesk specifically focused on the SEC reporting process, including XBRL. Learn how to create and manage next generation documents, spreadsheets, and presentations, and stay productive with the solution's newest features. Find out best practices and key capabilities that will make your work more collaborative.

After this session, you will be able to:

  • Anticipate how the next generation of Wdesk will look and feel for SEC reporting
  • Create and manage work in the next generation of Wdesk
  • Identify ways to stay productive with new collaboration and content management experiences
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

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Hands-On: A Detailed Look at SOX Report Creation

SOX, Audit, and Risk Management

Report on your SOX and audit programs with immediate insight. Learn advanced tactics on how to utilize new Workiva solution capabilities to create customized, ad hoc reports to gain visibility and perform analysis on the fly.

After this session, you will be able to:

  • Create custom reports with a subset of data from your RCM
  • Pivot your new report data for easy, ad hoc viewing and analysis
  • Recall common user applications of report building capabilities
Course level: 
Advanced
CPE credits: 
1
Field of study: 
Auditing (Internal Controls)

Read more

Hands-On: Data Preparation for Beginners

Connected DataSEC Reporting

Gain hands-on experience using new capabilities to prepare large datasets for reporting. Learn how to manage multiple data tables and dimension tables, build queries with the drag-and-drop report builder, and publish to Connected Sheets to create a more efficient data preparation process.

After this session, you will be able to:

  • Apply Workiva solutions to manage multiple data tables and dimension tables
  • Convey the benefits of using the report builder to perform common functions like join, group, select, filter, aggregate, and standard calculations
  • Develop the ability to sync data into Connected Sheets and adjust query parameters from within the sheet
Prerequisites: 

Recommend attending the session Mastering the Art of Data Preparation

Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Automating Fund Financial Statements for a Faster Close

Financial Services

Hear from Workiva subject matter experts on fund financial statement process improvements and the shareholder report preparation process. Learn how Workiva customers utilize connected reporting data to optimize efficiency and compliance, along with shortening reporting cycles.

After this session, you will be able to:

  • Apply process improvement tactics to save days in your reporting cycle
  • Modify your fund financial statement and fund books preparation processes to uncover improvements
  • Convert manual data collection and consolidation tactics into automated ones
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

What's New with Workiva for SOX and Internal Audit

SOX, Audit, and Risk Management

Join this session for an overview on the latest features of Workiva for SOX and Internal Audit Management, including improvements to change management, workspaces, report building, real-time collaboration, and connected data. Learn how to manage, test, and report data with more efficiency.

After this session, you will be able to:

  • Explain how to capture and review updates to control and issues data
  • Describe how to build custom, flexible reports
  • Apply the benefits of real-time collaboration in the Workiva solution
  • Use connected data for extended reporting to management and the audit committee
Course level: 
Update
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Connected Reporting: Bridging the Gap Between Systems and Stakeholders

Accounting and Finance

Hear from Workiva, Host Analytics, and FloQast subject matter experts on best practices for process improvement in the finance organization. Learn more about the challenges facing the office of finance and how integrated cloud technology helps companies streamline the financial reporting process.

After this session, you will be able to:

  • Describe the types of initiatives used to drive finance transformation
  • Identify technologies used to digitize the financial close, planning, and reporting cycles
  • Recall details about technology needed to address gaps in data gathering, managing, communication, and collaboration
  • Streamline and improve your process using integrated technology
Course level: 
Basic
CPE credits: 
1
Field of study: 
Finance

Read more

SOX and Audit: A Perfect Pair

SOX, Audit, and Risk Management

Discover how to optimize your processes and eliminate duplicate efforts between your SOX compliance and internal audit programs. Learn how Workiva solutions can help organizations gain control and reduce risk. Understand how teams can share and collaborate by leveraging a single platform for SOX and audit.

After this session, you will be able to:

  • Identify ways to integrate Workiva solutions across your internal audit and SOX processes
  • Apply best practices to improve audit management in conjunction with SOX testing
  • Identify areas of opportunity by completing SOX and audit processes in a single platform
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

How to Transition to iXBRL with Workiva

SEC Reporting

This session examines the steps in the transition process from traditional XBRL to iXBRL using the Workiva platform.

After this session, you will be able to:

  • Describe the transition from traditional XBRL to iXBRL using the Workiva platform
  • Apply the changes required for filing with iXBRL to your own document
  • Review reports using iXBRL
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Using Reports for XBRL Review

SEC Reporting

Designed for those who review XBRL, this hands-on session takes an in-depth look at each XBRL report available in the Workiva platform.

After this session, you will be able to:

  • Describe key steps for XBRL review
  • Recognize advantages of each individual XBRL report available in the Workiva platform
  • Use reports to investigate tags and resolve issues through hands-on exercises
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Getting Started with Wdesk Spreadsheets

Connected ReportingSEC Reporting

Join this session for a hands-on experience with Wdesk Spreadsheets. Learn about building spreadsheets from scratch or via import, and find out how to connect Spreadsheets to data inside and outside the platform. Plus, learn tips and tricks to make your work more connected and scalable.

After this session, you will be able to:

  • Demonstrate how to build a spreadsheet from scratch or by syncing or importing an Excel® file
  • Connect your spreadsheets to data inside and outside of Wdesk
  • Arrange to share data from your spreadsheet with other teams across your organization
Prerequisites: 

This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating Wdesk Spreadsheets.

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Mastering SOX Testing

SOX, Audit, and Risk Management

Advance your mastery of Workiva solutions for SOX or internal controls over financial reporting (ICFR). Gain a deeper understanding of how to streamline the testing process, from evidence request to external audit review. Use enhanced workflow to improve collaboration with internal and external stakeholders.

After this session, you will be able to:

  • Demonstrate the ability to work efficiently with key internal and external stakeholders
  • Employ intelligent workflow capabilities to meet timely deadlines
  • Demonstrate the ability to reduce administrative work and focus more time on achieving business goals
Prerequisites: 

Recommend attending the session Hands-On: An Overview of Workiva for SOX and Internal Controls

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Saving Time and Adding Value Across SOX, Audit, and Risk

SOX, Audit, and Risk Management

Join this interactive session with other SOX, audit, and risk professionals to discuss best practices in becoming more efficient and effective. Learn how teams can deliver faster, more detailed insights to their businesses and stakeholders using real-time reporting, cross-team collaboration, and automated workflows.

After this session, you will be able to:

  • Identify ways to increase efficiency and productivity while adding value to your organization
  • Discover how other organizations change their processes to obtain more insight
  • Evaluate how your team can improve its process to save time and provide value to key stakeholders, including audit committees, executive teams, and external auditors
     
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Key Takeaways from Transitioning to the Next Generation of Wdesk

Connected ReportingSEC Reporting

Hear from other organizations who have made the transition to the next generation of Wdesk. Learn about their transition experience, discuss best practices, and ask questions that may be unique to your reporting processes.

After this session, you will be able to:

  • Plan for your transition to the next generation of Wdesk
  • Identify opportunities to streamline your transition
  • Demonstrate best practices for transitioning with your team
     
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

10:00am to 11:00am

IPO Readiness: Act Like a Public Company Before You Are Public

SEC Reporting

Join this session to get actionable tips from finance professionals whose companies recently went public. Topics include infrastructure planning, execution considerations, assessment of current capital market dynamics, and lessons learned from real experiences.

After this session, you will be able to:

  • Recognize the path toward a successful and efficient IPO
  • Assemble the right deal team that best suits your company
  • Describe tips on IPO readiness in today's market
Course level: 
Overview
CPE credits: 
1
Field of study: 
Business Management and Organization

Read more

Planning and Executing Your Transition to the Next Generation of Wdesk

Connected ReportingSEC Reporting

Start planning your move to the next generation of Wdesk with an in-depth look at the transition experience. This session covers timing, tools, and the resources available to help you manage the transition.

After this session, you will be able to:

  • Identify the right time to transition to the next generation of Wdesk
  • Create a plan to make the move
  • Facilitate your team's transition
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Building Internal Partnerships Across Accounting and Finance

Accounting and FinanceSEC Reporting

Find out how to elevate the strategic value of your work and activities. Hear from an experienced international CFO as he explains methods of developing successful business partnerships and how to uncover the true value of the accounting and finance functions.

After this session, you will be able to:

  • Identify key benefits of building internal partnerships
  • Develop a team of influencers
  • Create illustrative stories instead of simply reporting numbers
Course level: 
Overview
CPE credits: 
1
Field of study: 
Personal Development

Read more

Top Valuation Issues You Shouldn't Overlook

Accounting and Finance

Valuation specialists have been performing their craft in an ever-evolving landscape for the past several years. Stock market volatility, new accounting standards, and new tax laws are evolving—and revolutionizing—the industry. Join Valuation Research Corporation as they discuss critical valuation issues that CFOs, controllers, and other accounting and finance professionals face.

After this session, you will be able to:

  • Apply important valuation and financial reporting concepts
  • Describe new changes and impacts to the industry
  • Explain how purchase price allocation, FASB ASC 606, and other regulations are shifting financial reporting
Course level: 
Basic
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: Getting Started with Next Generation Presentations

Connected ReportingSEC Reporting

Join this hands-on session to gain deeper experience with the next generation of Wdesk Presentations. Learn about creating high-quality slides with the platform’s design tools, and find out how to create engaging visualizations for your presentations, along with other tips and tricks.

After this session, you will be able to:

  • Demonstrate how to design pixel-perfect slides with powerful new layout and design tools
  • Employ tactics to create engaging visualizations with an enhancing chart library and visualization tools
  • Reconstruct work in next generation Presentations with new collaboration and history tools
Prerequisites: 

This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating Wdesk Presentations.

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Advanced Data Preparation Techniques

Connected DataSEC Reporting

This hands-on tour walks through advanced data preparation capabilities. Gain experience building complex queries with calculated columns, dynamic filters, and pick lists. Learn how to leverage pivots, drill downs, and data visualizations for faster exploration and ad hoc analysis of data.

After this session, you will be able to:

  • Apply Workiva solutions to create advanced queries with calculated columns, multiple datasets, dynamic filters, and pick lists
  • Develop the ability to explore data with pivots, drill downs, and visualizations
  • Analyze documents on an ongoing basis by creating and managing saved view
Prerequisites: 

Recommend attending the session Hands-On: Data Preparation for Beginners

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Connected Reporting for Multi-Entity Firms

Networking and Best PracticesSEC Reporting

Multi-entity reporting occurs across almost every industry—private equity and asset management firms, energy companies, real estate investment trusts, and management firms, just to name a few. Learn how companies in these industries use Workiva solutions to standardize processes, increase efficiency, and gain much-needed oversight and control over the entire firm.

After this session, you will be able to:

  • Apply lessons to improve your own reports and processes
  • Employ best practices from other Workiva customers
  • Identify duplicative aspects of your process
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Everything You Always Wanted to Ask the SEC

SEC Reporting

Listen in on a one-on-one chat between SEC Chairman Jay Clayton and SEC Professionals Group founder Joe Howell as they answer questions submitted by SEC Professionals Group members. The SEC Professionals Group will manage this session, but non-members are encouraged to attend.

After this meeting, attendees will be able to:

  • Identify the direction and priorities of the SEC
  • Prepare for changes in regulatory standards
  • Describe how to adapt reporting processes in line with the agenda of the SEC
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting

Read more

Financial Services Success Stories: How U.S. Bank Leverages Workiva

Financial Services

Hear why one organization selected Workiva and the efficiencies they gained by making the switch. Then, network with your peers in the financial services industry—share best practices and tips for success when leveraging Workiva across the organization.

After this session, you will be able to:

  • Recall use cases within the financial services industry, and share experiences and success stories
  • Expand Workiva solution usage within your organization
  • Summarize how to improve productivity and collaboration across the enterprise
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Risk and Controls Lessons Learned from Recent Headlines

SOX, Audit, and Risk Management

Lessons about risk and controls are not only found in the boardroom. Sometimes, they are found on TV, Spotify, Twitter, or elsewhere in pop culture. Join this session as we relate business events to sports and everyday life in an attempt to discuss broader lessons learned in the context of risk and controls. Warning: this session is not for the faint of heart.

After this session, you will be able to:

  • Identify headlines that require a dose of healthy skepticsm
  • Apply a root cause analysis framework to understanding current events
  • Recall a different perspective to water cooler conversations
Course level: 
Basic
CPE credits: 
1
Field of study: 
Auditing (Internal Controls)

Read more

How Will SEC Regulatory Changes Impact Your Company?

SEC Reporting

This session covers the current SEC administration’s agenda along with anticipated regulatory changes on the horizon, and how your team can respond to—or benefit from—them. You can expect a summary of the SEC’s latest activities and priorities, including a brief overview of recently issued standards and those to be released in the near term.

After this session, you will be able to:

  • Summarize the current agenda of the SEC
  • Prepare for upcoming regulatory standards
  • Synthesize reporting processes to meet new and upcoming standards
Course level: 
Update
CPE credits: 
1
Field of study: 
Accounting (SEC Practice)

Read more

Modernizing the Shareholder Communication Experience

SEC Reporting

This session, hosted by Broadridge, teaches you precisely how to modernize shareholder communication and offers practical advice for taking the pressure out of proxy season. Plus, learn about the technology partnership between Workiva and Broadridge that allows customers to directly submit 10-Ks, 10-Qs, and proxy materials to Broadridge for design, printing, and distribution—all with a click of a button.

After this session, you will be able to:

  • Recognize modern shareholder communication trends
  • Submit information to Broadridge from the print tab in Wdesk
  • Improve your shareholder management and compliance process
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Mastering SOX Reporting

SOX, Audit, and Risk Management

Improve the efficiency of your SOX program, and become more proficient when creating SOX reports and dashboards. Learn how to easily build, edit, and deliver real-time reports and personalized dashboards.

After this session, you will be able to:

  • Demonstrate how to improve compliance with real-time, ad hoc, and personalized reports
  • Construct, edit, and share dashboards with key stakeholders
  • Identify areas of improvement in your compliance process
Prerequisites: 

Recommend attending the session Hands-On: An Overview of Workiva for SOX and Internal Controls

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: How Connected Reporting Fuels the Energy Sector

Networking and Best Practices

Part customer panel and part roundtable discussion, this session takes a deeper dive into connected reporting for oil, gas, power, and utility companies. Hear from users who are ahead of the curve and have made the most of their reports and processes with Workiva solutions.

After this session, you will be able to:

  • Apply lessons to improve your own reports and processes
  • Employ best practices from other Workiva customers
  • Prepare technology-enabled reports to enhance your career
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Making the Most of Your Workiva Solutions

Connected ReportingSEC Reporting

See how your peers leverage Workiva within their organizations. Share your best practices, and learn new and powerful ways to maximize the value of Workiva solutions within your organization. Take away concrete examples of how to go beyond your current processes.

After this session, you will be able to:

  • Identify best practices to get the most value from your investment
  • Demonstrate new ways to work with your team in the Workiva platform
  • Increase your use of Workiva solutions across your organization
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

2:30pm to 3:30pm

The Future of Workiva

Connected ReportingSEC Reporting

Learn about the future of Workiva from the company's product leadership team. Get insights into the roadmap, with a focus on the next generation of Wdesk, and start planning for ways that your team can use these new capabilities in your reporting processes.

After this session, you will be able to:

  • Describe insights into the direction of Wdesk with your team
  • Identify opportunities to apply new capabilities to your work in Wdesk
  • Ask questions and share feedback with Workiva product teams at Amplify
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Improving Your Financial Reporting with Workiva

Connected Reporting

Embark and WorkOps invite you to learn how to optimize your financial reporting with Workiva. Learn to utilize the platform for items such as external and statutory reporting, management and performance reporting, and more. Leverage creative applications of the platform through custom dashboards and validation tables, rounding models, and automated analytics.

After this session, you will be able to:

  • Recall best practices for your reporting solution project and spreadsheet set up
  • Use Workiva linking technology in your work
  • Outline the basics of creating more sophisticated reporting models and review dashboards
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Certify This: Surveys and Signoffs Made Easy

SOX, Audit, and Risk Management

Learn how teams leverage certifications to achieve timely, organized approvals from executives, control owners, and other stakeholders. Explore how key features improve transparency and maximize time-savings for a variety of processes, including deficiency tracking, policy attestation, and documentation.

After this session, you will be able to:

  • Use certifications in new ways to optimize your process
  • Describe potential uses of certifications
  • Explain how automatic email notifications, real time dashboards, and reporting can automate processes
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

XBRL Calculation Relationships Defined

SEC Reporting

This session covers the creation of XBRL calcuation relationships and illustrates how to manage and troubleshoot calculation exceptions.

After this session, you will be able to:

  • Describe the criteria for XBRL calculation relationship creation
  • Review considerations in different calculation scenarios
  • Apply calculation relationships in accordance to EDGAR Filer Manual rules
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: Using Reports for XBRL Review

SEC Reporting

Designed for those who review XBRL, this hands-on session takes an in-depth look at each XBRL report available in the Workiva platform.

After this session, you will be able to:

  • Describe key steps for XBRL review
  • Recognize advantages of each individual XBRL report available in the Workiva platform
  • Use reports to investigate tags and resolve issues through hands-on exercises
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Overview of Workiva for Internal Audit Management

SOX, Audit, and Risk Management

This guided tour of Internal Audit Management walks through the creation and management of operational audits. Discover how to set up an audit plan, create workpaper templates, manage audit programs, and finalize audit reports.

After this session, you will be able to:

  • Identify where the overall status of the audit plan could be made more transparent with real-time dashboards and reports
  • Construct effective audit processes by automating the workpaper management process
  • Prepare linked, relevant data across workpapers to ensure audit reporting accuracy and consistency
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: How Global Companies Use Workiva Solutions

Networking and Best Practices

Workiva platform benefits are helpful anywhere, regardless of a country’s specific reporting mandates. Participate in group discussions led by experienced, multinational, and non-U.S. customers, and hear how they use technology to drive efficiency, data integrity, and effectiveness across their organizations.

After this session, you will be able to:

  • Describe how the Workiva platform can be used around the world
  • Explain the Workiva product roadmap to identify how your reporting will evolve
  • Employ best practices from other Workiva customers
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Strategies for Using Workiva for Capital Market Transactions

SEC Reporting

Find out how to prepare for upcoming transactions, and uncover industry best practices for groups involved in or planning for capitalization events, including IPOs, debt and equity offerings, and M&A. Plus, learn how to manage capital market deals by leveraging Workiva solutions and our Client Services team.

After this session, you will be able to:

  • Use Workiva services to efficiently run a capitalization event
  • Apply best practice guidance from drafting to distribution
  • Change your current deal playbooks to meet the modernization demand
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting (SEC Practice)

Read more

How Uber and MongoDB Leverage Workiva for Financial Reporting

Accounting and Finance

In this session led by experienced Workiva users, we will discuss how Uber and MongoDB implemented Workiva for financial reporting. Explore best practices and the lessons they learned in using the solution for quarterly and annual reporting.

After this session, you will be able:

  • Recall how two companies leverage Workiva for financial reporting
  • Identify ways to increase efficiency and improve consistency
  • Outline the benefits of Workiva shared by financial reporting professionals
Course level: 
Basic
CPE credits: 
1
Field of study: 
Accounting

Read more

The Power of Presentations for Management Reporting

Accounting and Finance

Learn how to use connected data and narrative in presentations to improve the accuracy, timeliness, and accessibility of your management reporting. Discover the powerful features of presentations and walk through examples of performance reporting, investor relations, and board presentations.

After this session you will be able to:

  • Describe the full functionality of presentations
  • Identify opportunities to work simultaneously while maintaining version control
  • Demonstrate how to link spreadsheet data into presentations
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Connecting the Three Lines of Defense

SOX, Audit, and Risk Management

Explore the benefits of connected risk and controls processes. Learn how teams can optimize their use of Workiva solutions by connecting internal controls over financial reporting (ICFR), internal audit, enterprise risk management (ERM), and policy and procedure management for greater efficiency.

After this session, you will be able to:

  • Analyze your business and identify processes where Workiva solutions can reduce redundant work
  • Identify manual, duplicative efforts across ICFR, enterprise risk management, internal audit, and policies and procedure management
  • Demonstrate how to maximize the use of Workiva across your team
Course level: 
Basic
CPE credits: 
1
Field of study: 
Auditing (Internal Controls)

Read more

Confidence and Control in Nonfinancial Data: Experts Speak Out

Accounting and Finance

Learn how nonfinancial reporting enables companies to support business decisions and connect internal and external stakeholders to crucial information. Hear industry thought leaders discuss how professional accountants can improve confidence in nonfinancial reporting by mitigating compliance, risk, and audit scrutiny.

After this session, you will be able to:

  • Describe how investor and market demands on companies are growing
  • Explain Nonfinancial Reporting Framework and Standards
  • Identify how CFOs around the world are becoming champions for nonfinancial data
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: Getting Started with Next Generation Wdesk Documents

Connected ReportingSEC Reporting

Join this session for a hands-on experience with the next generation of Wdesk Documents. Learn how to create and manage next generation documents, and stay productive with the tool’s newest features. Find out best practices and key capabilities that will make your work more collaborative.

After this session, you will be able to:

  • Demonstrate how to create and manage work in a next generation Wdesk document
  • Identify ways to stay productive with new collaboration and content management experiences
  • Use new history, audit, and version control tools to add transparency to your work
Prerequisites: 

This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating Wdesk Documents.

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Mastering SOX Testing

SOX, Audit, and Risk Management

Advance your mastery of Workiva solutions for SOX or internal controls over financial reporting (ICFR). Gain a deeper understanding of how to streamline the testing process, from evidence request to external audit review. Use enhanced workflow to improve collaboration with internal and external stakeholders.

After this session, you will be able to:

  • Demonstrate the ability to work efficiently with key internal and external stakeholders
  • Employ intelligent workflow capabilities to meet timely deadlines
  • Demonstrate the ability to reduce administrative work and focus more time on achieving business goals
Prerequisites: 

Recommend attending the session Hands-On: An Overview of Workiva for SOX and Internal Controls

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: What's Next? How Banks Stay Ahead of Regulations and Risks

Financial Services

Learn how to dramatically improve your data governance and increase ROI. Hear from peers in the banking industry who use Workiva to improve their processes across the enterprise for their RRP, CCAR, and DFAST reporting, meet changing regulations, and future-proof their stress testing and resolution plans. This session is geared toward banks.

After this session, you will be able to:

  • Identify Workiva solution use cases within banking
  • Explain how Workiva can be further used within your organization
  • Summarize how to improve productivity and collaboration across the enterprise
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

4:00pm to 5:00pm

Save Time and Drive Efficiency in Your SOX Program

SOX, Audit, and Risk Management

Discover how other SOX compliance professionals use Workiva to save time and more effectively manage their processes. See how the platform can manage compliance and make a sizable, positive impact on the time teams spend—from the beginning to end of the process.

After this session, you will be able to:

  • Utilize the Workiva platform to streamline your SOX or ICFR program
  • Apply best practices to eliminate administrative burdens and drive collaboration across internal and external stakeholders in your SOX program
  • Adopt features to streamline reporting SOX data to your business effectively
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Level Up: A Clear Path to Risk and Controls Program Maturity

SOX, Audit, and Risk Management

Connecting people, processes, and data is critical if you want to mitigate risk, advise your organization, and achieve company objectives. But where do you begin? Use the Risk and Controls Maturity Model in this session, and hear from industry expert David Gamble to identify the maturity of your risk and controls program and provide an iterative path to reaching your goals.

After this session, you will be able to:

  • Evaluate each stage of the Risk and Controls Maturity Model
  • Identify which stage your team is in
  • Consider key factors to advance your team to the next level
Course level: 
Basic
CPE credits: 
1
Field of study: 
Auditing (Internal Controls)

Read more

Behind the Scenes at Workiva: Hear from Our Senior Director of Tax

Accounting and Finance

Hear from our senior director of tax to learn how she is using Workiva for Tax Reporting on her team. Explore tactics for using the solution for tax provision, transfer pricing, technical memos, and internal presentations. Also, learn how to create synergy between tax and the rest of accounting and finance by connecting data and teams across organizations.

After this session, you will be able to:

  • Identify ways to increase efficiency and consistency in tax reporting across the company
  • Show how Workiva solutions can help allocate more time to analysis and planning
  • Explain how to reduce time spent on manual data collection and manipulation
Course level: 
Basic
CPE credits: 
1
Field of study: 
Taxes

Read more

Hands-On: Using the Next Generation of Wdesk for SEC Reporting

SEC Reporting

Join this session for a hands-on experience with the next generation of Wdesk specifically focused on the SEC reporting process, including XBRL. Learn how to create and manage next generation documents, spreadsheets, and presentations, and stay productive with the solution's newest features. Find out best practices and key capabilities that will make your work more collaborative.

After this session, you will be able to:

  • Anticipate how the next generation of Wdesk will look and feel for SEC reporting
  • Create and manage work in the next generation of Wdesk
  • Identify ways to stay productive with new collaboration and content management experiences
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: A Detailed Look at SOX Report Creation

SOX, Audit, and Risk Management

Report on your SOX and audit programs with immediate insight. Learn advanced tactics on how to utilize new Workiva solution capabilities to create customized, ad hoc reports to gain visibility and perform analysis on the fly.

After this session, you will be able to:

  • Create custom reports with a subset of data from your RCM
  • Pivot your new report data for easy, ad hoc viewing and analysis
  • Recall common user applications of report building capabilities
Course level: 
Advanced
CPE credits: 
1
Field of study: 
Auditing (Internal Controls)

Read more

Roundtable: The Impact of Centralizing Your Global Statutory Reporting Process

Accounting and Finance

It is not enough to follow local regulations—real financial and reputational risk comes from the manual, unchecked processes leading up to the submission of reports. This session focuses on regulatory trends and how large enterprises can gain value from centralizing their multi-entity reporting process in the cloud.

After this session, you will be able to:

  • Describe how oversight and control are essential in a global reporting environment
  • Recall best practices to mitigate your business exposure and improve the speed, agility, and accuracy of statutory reporting processes
  • Identify the types of initiatives that drive statutory reporting transformation
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

Read more

Capital Markets Outlook: Trends and Conditions

SEC Reporting

From IPOs and M&As to debt and equity offerings, learn from senior practitioners as they break down the latest conditions and developments in the private and public markets. Find out what the future could hold as the global political and regulatory climates change and evolve.

After this session, you will be able to:

  • Identify new developments in the current market landscape
  • Describe transparency in the context of capital formation priorities
  • Recall how global trends could impact your company's future transaction plans
Course level: 
Overview
CPE credits: 
1
Field of study: 
Finance

Read more

SOX and Audit: A Perfect Pair

SOX, Audit, and Risk Management

Discover how to optimize your processes and eliminate duplicate efforts between your SOX compliance and internal audit programs. Learn how Workiva solutions can help organizations gain control and reduce risk. Understand how teams can share and collaborate by leveraging a single platform for SOX and audit.

After this session, you will be able to:

  • Identify ways to integrate Workiva solutions across your internal audit and SOX processes
  • Apply best practices to improve audit management in conjunction with SOX testing
  • Identify areas of opportunity by completing SOX and audit processes in a single platform
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Case Study: How Fannie Mae Transformed Their SEC Reporting Process

Connected DataSEC Reporting

See how Fannie Mae advanced, automated, and condensed their SEC reporting process with Workiva. The Fannie Mae reporting team will discuss how key Workiva platform capabilities helped eliminate complexity and reduced the report-to-filing timeline.

After this session, you will be able to:

  • Identify elements required to drive continuous adaptation in the reporting process
  • Outline the benefits of creating an integrated environment for data providers
  • Describe complexity in data ownership and handoffs
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: Using Reports for XBRL Review

SEC Reporting

Designed for those who review XBRL, this hands-on session takes an in-depth look at each XBRL report available in the Workiva platform.

After this session, you will be able to:

  • Describe key steps for XBRL review
  • Recognize advantages of each individual XBRL report available in the Workiva platform
  • Use reports to investigate tags and resolve issues through hands-on exercises
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Transitioning to the Next Generation of Wdesk

Connected ReportingSEC Reporting

Get hands-on experience transitioning your reports to the next generation of Wdesk. Learn about best practices, tips and tricks, and tools and resources that you can take back to your team to help manage your transition.

After this session, you will be able to:

  • Demonstrate how to transition a project to the next generation of Wdesk
  • Apply understanding of the transition report and correct any issues that were identified
  • Explain the process of transitioning to other teams at your organization
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: An Overview of Workiva for SOX and Internal Controls

SOX, Audit, and Risk Management

New, curious, and beginning users alike will benefit from this test-drive of Workiva SOX Compliance and Internal Controls Management solutions. Learn best practices for applying these features to improve your risk and compliance processes. Discover evidence request workflow, sample annotation, review and approval, testing, and more.

After this session, you will be able to:

  • Utilize Workiva solutions to assist your SOX or ICFR program, including population requests, sample annotation, review and approval, testing and reporting
  • Identify areas to improve automation, collaboration, and connected data in your SOX or ICFR program
  • Show the fundamental features that are used in the SOX or ICFR process
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Actionable Tips for Facilitating the Risk Assessment Process

SOX, Audit, and Risk Management

The universal goal of risk assessments is to identify and prioritize the major exposures to achieving an organization's strategic objectives. However, facilitating the risk assessment process varies from company to company, and no two methodologies are exactly alike. Hear how your peers incorporate both quantitative and qualitative analysis, as well as other benchmarks, within their risk assessment processes.

After this session, you will be able to:

  • Identify qualitative and quantitative data inputs to assess, including data sources
  • Apply a process for reporting out on the risk assessment results
  • Recall best practices within your risk assessment methodology
Course level: 
Advanced
CPE credits: 
1
Field of study: 
Auditing (Internal Controls)

Read more

What's New in the Next Generation of Wdesk?

Connected ReportingSEC Reporting

Whether you are already using the next generation of Wdesk or just starting to plan your transition, this session provides an overview of what's new and what's different. Learn about new features and capabilities, with a focus on Documents, Spreadsheets, Presentations, and Workspaces.

After this session, you will be able to:

  • Explain next generation benefits to your team
  • Identify opportunities to adopt new products and capabilities
  • Plan your transition to the next generation of Wdesk
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

How to Save Your Sanity During Investments Filing Season

Financial Services

It is your data, your filings, and your responsibility to meet regulatory compliance and timelines. Take charge of endless investment filings—gain tips to be ready early, and learn how to incorporate last-minute changes to your filing with agility.

After this session, you will be able to:

  • Apply the various steps to save days in your reporting cycle
  • Describe ways to make your investment filings process more efficient
  • Apply tactics to increase the control you have in your filing
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Thursday, September 12, 2019

Product Tracks

Solution Tracks

Industry and Networking

Format

Training Level

Speaker

8:30am to 9:30am

The Future of Workiva

Connected ReportingSEC Reporting

Learn about the future of Workiva from the company's product leadership team. Get insights into the roadmap, with a focus on the next generation of Wdesk, and start planning for ways that your team can use these new capabilities in your reporting processes.

After this session, you will be able to:

  • Describe insights into the direction of Wdesk with your team
  • Identify opportunities to apply new capabilities to your work in Wdesk
  • Ask questions and share feedback with Workiva product teams at Amplify
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Your Guide to 2019 US GAAP Taxonomy Updates

SEC Reporting

This session reviews of major modeling changes in the latest US GAAP XBRL taxonomy.

After this session, you will be able to:

  • Identify significant changes to XBRL modeling approaches deployed by the FASB
  • Utilize FASB guidance that illustrates taxonomy modeling changes
  • Describe how to locate resources and guidance related to taxonomy changes
Prerequisites: 
This session provides a deep dive into topic areas. Information is directed to an audience who is familiar with the topic but may have limited experience implementing the concepts being covered.
Course level: 
Update
CPE credits: 
1
Field of study: 
Accounting

Read more

Proven and Efficient Approaches for Financial Data Management

Accounting and Finance

It is no secret that reports can contain errors derived from data quality and inconsistencies, but centralized and connected data processes can combat these issues. Hear from Workiva solution architects and developers as they share data management and gathering tactics ready for you to implement today.

After this session, you will be able to:

  • Describe how to create a centralized and standard data structure throughout your process
  • Recall the importance of data structure in every process
  • Identify the data organization tactics used by best-in-class organizations
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: Using the Next Generation of Wdesk for SEC Reporting

SEC Reporting

Join this session for a hands-on experience with the next generation of Wdesk specifically focused on the SEC reporting process, including XBRL. Learn how to create and manage next generation documents, spreadsheets, and presentations, and stay productive with the solution's newest features. Find out best practices and key capabilities that will make your work more collaborative.

After this session, you will be able to:

  • Anticipate how the next generation of Wdesk will look and feel for SEC reporting
  • Create and manage work in the next generation of Wdesk
  • Identify ways to stay productive with new collaboration and content management experiences
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: Getting Started with Wdesk Spreadsheets

Connected ReportingSEC Reporting

Join this session for a hands-on experience with Wdesk Spreadsheets. Learn about building spreadsheets from scratch or via import, and find out how to connect Spreadsheets to data inside and outside the platform. Plus, learn tips and tricks to make your work more connected and scalable.

After this session, you will be able to:

  • Demonstrate how to build a spreadsheet from scratch or by syncing or importing an Excel® file
  • Connect your spreadsheets to data inside and outside of Wdesk
  • Arrange to share data from your spreadsheet with other teams across your organization
Prerequisites: 

This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating Wdesk Spreadsheets.

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: An Overview of Workiva for SOX and Internal Controls

SOX, Audit, and Risk Management

New, curious, and beginning users alike will benefit from this test-drive of Workiva SOX Compliance and Internal Controls Management solutions. Learn best practices for applying these features to improve your risk and compliance processes. Discover evidence request workflow, sample annotation, review and approval, testing, and more.

After this session, you will be able to:

  • Utilize Workiva solutions to assist your SOX or ICFR program, including population requests, sample annotation, review and approval, testing and reporting
  • Identify areas to improve automation, collaboration, and connected data in your SOX or ICFR program
  • Show the fundamental features that are used in the SOX or ICFR process
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Key Takeaways from Transitioning to the Next Generation of Wdesk

Connected ReportingSEC Reporting

Hear from other organizations who have made the transition to the next generation of Wdesk. Learn about their transition experience, discuss best practices, and ask questions that may be unique to your reporting processes.

After this session, you will be able to:

  • Plan for your transition to the next generation of Wdesk
  • Identify opportunities to streamline your transition
  • Demonstrate best practices for transitioning with your team
     
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Saving Time and Adding Value Across SOX, Audit, and Risk

SOX, Audit, and Risk Management

Join this interactive session with other SOX, audit, and risk professionals to discuss best practices in becoming more efficient and effective. Learn how teams can deliver faster, more detailed insights to their businesses and stakeholders using real-time reporting, cross-team collaboration, and automated workflows.

After this session, you will be able to:

  • Identify ways to increase efficiency and productivity while adding value to your organization
  • Discover how other organizations change their processes to obtain more insight
  • Evaluate how your team can improve its process to save time and provide value to key stakeholders, including audit committees, executive teams, and external auditors
     
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Connecting the Dots with Workspaces

Connected ReportingSEC Reporting

This session introduces the powerful administrative capabilities available in Workspaces. Explore best practices for creating and managing users, roles, groups, and permissions, along with best practices for managing one or many workspaces across an organization.

After this session, you will be able to:

  • Identify the right organization and workspace roles for your team
  • Describe how to manage users, roles, and groups within your organization
  • Expand your use of Wdesk without adding administrative work or sacrificing control
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

How Workiva and Anaplan Create a Finance and Accounting Ecosphere

Accounting and Finance

Accounting and finance processes continue to evolve, increasing complexity and business demands. With this increasing complexity, organizations demand technologies that can integrate to provide continuity throughout internal and external financial reporting processes. Learn how Workiva and Anaplan help accounting and finance organizations create an ecosphere of solutions that streamline analysis and reporting.

After this session, you will be able to:

  • Apply processes through integrated software
  • Recall best practices for process simplification
  • Describe how to connect your process to contributors and stakeholders across your organization
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Business Management and Organization

Read more

How to Optimize Collaboration with External Audit Teams

SOX, Audit, and Risk Management

Join this panelist discussion to discover and share best practices for centralizing collaboration with external audit teams—helping them save time, reduce excess or redundant requests, and simplify communication between teams.

After this session, you will be able to:

  • Identify ways that Workiva solutions can improve interactions with external auditors
  • Demonstrate the kinds of access external audit can have to your documents and spreadsheets
  • Apply best practices to collaborate with your external auditors
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: XBRL Maintenance, Migration, and Roll Forward

SEC Reporting

This session walks through the necessary steps—often overlooked by preparers—required to create a high-quality filing.

After this session, you will be able to:

  • Identify ways to apply maintenance techniques to keep XBRL data consistent
  • Describe the steps utilized in an XBRL taxonomy migration
  • Utilize the Workiva platform to roll XBRL dates to the next time period
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Basic
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: Overview of Workiva for Internal Audit Management

SOX, Audit, and Risk Management

This guided tour of Internal Audit Management walks through the creation and management of operational audits. Discover how to set up an audit plan, create workpaper templates, manage audit programs, and finalize audit reports.

After this session, you will be able to:

  • Identify where the overall status of the audit plan could be made more transparent with real-time dashboards and reports
  • Construct effective audit processes by automating the workpaper management process
  • Prepare linked, relevant data across workpapers to ensure audit reporting accuracy and consistency
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Data Preparation for Beginners

Connected DataSEC Reporting

Gain hands-on experience using new capabilities to prepare large datasets for reporting. Learn how to manage multiple data tables and dimension tables, build queries with the drag-and-drop report builder, and publish to Connected Sheets to create a more efficient data preparation process.

After this session, you will be able to:

  • Apply Workiva solutions to manage multiple data tables and dimension tables
  • Convey the benefits of using the report builder to perform common functions like join, group, select, filter, aggregate, and standard calculations
  • Develop the ability to sync data into Connected Sheets and adjust query parameters from within the sheet
Prerequisites: 

Recommend attending the session Mastering the Art of Data Preparation

Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Automating Fund Financial Statements for a Faster Close

Financial Services

Hear from Workiva subject matter experts on fund financial statement process improvements and the shareholder report preparation process. Learn how Workiva customers utilize connected reporting data to optimize efficiency and compliance, along with shortening reporting cycles.

After this session, you will be able to:

  • Apply process improvement tactics to save days in your reporting cycle
  • Modify your fund financial statement and fund books preparation processes to uncover improvements
  • Convert manual data collection and consolidation tactics into automated ones
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

10:00am to 11:00am

Risk and Controls Lessons Learned from Recent Headlines

SOX, Audit, and Risk Management

Lessons about risk and controls are not only found in the boardroom. Sometimes, they are found on TV, Spotify, Twitter, or elsewhere in pop culture. Join this session as we relate business events to sports and everyday life in an attempt to discuss broader lessons learned in the context of risk and controls. Warning: this session is not for the faint of heart.

After this session, you will be able to:

  • Identify headlines that require a dose of healthy skepticsm
  • Apply a root cause analysis framework to understanding current events
  • Recall a different perspective to water cooler conversations
Course level: 
Basic
CPE credits: 
1
Field of study: 
Auditing (Internal Controls)

Read more

XBRL Tagging for Updated Disclosure Requirements

SEC Reporting

In this breakout session, participants will discuss XBRL mapping and modeling principles, along with considerations for tagging the recently adopted accounting standard updates.

After this session, you will be able to:

  • Describe XBRL mapping and modeling principles
  • Apply disclosure requirements to aid in element selection
  • Utilize proper XBRL tagging by using examples from recently updated disclosures
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

Read more

How These Fortune 500 Companies Mastered Change Management

Financial ServicesNetworking and Best PracticesSEC Reporting

Change is difficult, but especially for large organizations with multiple stakeholders. Hear from expert panelists on how they built consensus and changed entrenched processes, even with reporting cycles that never stop.

After this session, you will be able to:

  • Employ change management best practices from other Workiva customers
  • Change processes in iterative steps that avoid work stoppage and rework
  • Prepare materials that aid in proof points, business cases, and quantified results
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Business Management and Organization

Read more

Hands-On: Getting Started with Next Generation Presentations

Connected ReportingSEC Reporting

Join this hands-on session to gain deeper experience with the next generation of Wdesk Presentations. Learn about creating high-quality slides with the platform’s design tools, and find out how to create engaging visualizations for your presentations, along with other tips and tricks.

After this session, you will be able to:

  • Demonstrate how to design pixel-perfect slides with powerful new layout and design tools
  • Employ tactics to create engaging visualizations with an enhancing chart library and visualization tools
  • Reconstruct work in next generation Presentations with new collaboration and history tools
Prerequisites: 

This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating Wdesk Presentations.

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: Mastering SOX Testing

SOX, Audit, and Risk Management

Advance your mastery of Workiva solutions for SOX or internal controls over financial reporting (ICFR). Gain a deeper understanding of how to streamline the testing process, from evidence request to external audit review. Use enhanced workflow to improve collaboration with internal and external stakeholders.

After this session, you will be able to:

  • Demonstrate the ability to work efficiently with key internal and external stakeholders
  • Employ intelligent workflow capabilities to meet timely deadlines
  • Demonstrate the ability to reduce administrative work and focus more time on achieving business goals
Prerequisites: 

Recommend attending the session Hands-On: An Overview of Workiva for SOX and Internal Controls

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: Making the Most of Your Workiva Solutions

Connected ReportingSEC Reporting

See how your peers leverage Workiva within their organizations. Share your best practices, and learn new and powerful ways to maximize the value of Workiva solutions within your organization. Take away concrete examples of how to go beyond your current processes.

After this session, you will be able to:

  • Identify best practices to get the most value from your investment
  • Demonstrate new ways to work with your team in the Workiva platform
  • Increase your use of Workiva solutions across your organization
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

IPO Readiness: Act Like a Public Company Before You Are Public

SEC Reporting

Join this session to get actionable tips from finance professionals whose companies recently went public. Topics include infrastructure planning, execution considerations, assessment of current capital market dynamics, and lessons learned from real experiences.

After this session, you will be able to:

  • Recognize the path toward a successful and efficient IPO
  • Assemble the right deal team that best suits your company
  • Describe tips on IPO readiness in today's market
Course level: 
Overview
CPE credits: 
1
Field of study: 
Business Management and Organization

Read more

Certify This: Surveys and Signoffs Made Easy

SOX, Audit, and Risk Management

Learn how teams leverage certifications to achieve timely, organized approvals from executives, control owners, and other stakeholders. Explore how key features improve transparency and maximize time-savings for a variety of processes, including deficiency tracking, policy attestation, and documentation.

After this session, you will be able to:

  • Use certifications in new ways to optimize your process
  • Describe potential uses of certifications
  • Explain how automatic email notifications, real time dashboards, and reporting can automate processes
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Mastering the Art of Data Preparation

Connected DataSEC Reporting

Explore the newest capabilities of Workiva solutions to enrich data and accelerate insights. Learn how you can better manage complex data preparation at scale for internal and external reporting; perform ad hoc analysis with pivots, drill downs, and visualizations; and make data more accessible for multiple reporting streams.

After this session, you will be able to:

  • Convey the benefits of an automated, transparent, and repeatable process to prepare data
  • Explain the benefits of connecting, exploring, and understanding massive datasets from structured systems or desktop spreadsheets
  • Leverage Workiva solutions to reduce time to insight and increase data accessibility across your organization
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Hands-On: XBRL Maintenance, Migration, and Roll Forward

SEC Reporting

This session walks through the necessary steps—often overlooked by preparers—required to create a high-quality filing.

After this session, you will be able to:

  • Identify ways to apply maintenance techniques to keep XBRL data consistent
  • Describe the steps utilized in an XBRL taxonomy migration
  • Utilize the Workiva platform to roll XBRL dates to the next time period
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Basic
CPE credits: 
1
Field of study: 
Accounting

Read more

Hands-On: A Detailed Look at SOX Report Creation

SOX, Audit, and Risk Management

Report on your SOX and audit programs with immediate insight. Learn advanced tactics on how to utilize new Workiva solution capabilities to create customized, ad hoc reports to gain visibility and perform analysis on the fly.

After this session, you will be able to:

  • Create custom reports with a subset of data from your RCM
  • Pivot your new report data for easy, ad hoc viewing and analysis
  • Recall common user applications of report building capabilities
Course level: 
Advanced
CPE credits: 
1
Field of study: 
Auditing (Internal Controls)

Read more

Hands-On: Advanced Data Preparation Techniques

Connected DataSEC Reporting

This hands-on tour walks through advanced data preparation capabilities. Gain experience building complex queries with calculated columns, dynamic filters, and pick lists. Learn how to leverage pivots, drill downs, and data visualizations for faster exploration and ad hoc analysis of data.

After this session, you will be able to:

  • Apply Workiva solutions to create advanced queries with calculated columns, multiple datasets, dynamic filters, and pick lists
  • Develop the ability to explore data with pivots, drill downs, and visualizations
  • Analyze documents on an ongoing basis by creating and managing saved view
Prerequisites: 

Recommend attending the session Hands-On: Data Preparation for Beginners

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Roundtable: The Impact of Centralizing Your Global Statutory Reporting Process

Accounting and Finance

It is not enough to follow local regulations—real financial and reputational risk comes from the manual, unchecked processes leading up to the submission of reports. This session focuses on regulatory trends and how large enterprises can gain value from centralizing their multi-entity reporting process in the cloud.

After this session, you will be able to:

  • Describe how oversight and control are essential in a global reporting environment
  • Recall best practices to mitigate your business exposure and improve the speed, agility, and accuracy of statutory reporting processes
  • Identify the types of initiatives that drive statutory reporting transformation
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

Read more

The Power of Connected Reporting

Connected Reporting

While technology has fundamentally changed the way that data is created, captured, and stored, most organizations still struggle to deliver assurance in their data. Learn more about the future of reporting and how Workiva solutions help data, documents, and teams work better together.

After this session, you will be able to:

  • Identify ways to modernize your reporting processes by connecting data, documents, and teams at scale
  • Determine new ways to connect your reports and build trust in your data
  • Use best practices for reporting and share them with stakeholders across your organization

 

Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

The Power of Presentations for Management Reporting

Accounting and Finance

Learn how to use connected data and narrative in presentations to improve the accuracy, timeliness, and accessibility of your management reporting. Discover the powerful features of presentations and walk through examples of performance reporting, investor relations, and board presentations.

After this session you will be able to:

  • Describe the full functionality of presentations
  • Identify opportunities to work simultaneously while maintaining version control
  • Demonstrate how to link spreadsheet data into presentations
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

11:30am to 12:30pm

What's New in the Next Generation of Wdesk?

Connected ReportingSEC Reporting

Whether you are already using the next generation of Wdesk or just starting to plan your transition, this session provides an overview of what's new and what's different. Learn about new features and capabilities, with a focus on Documents, Spreadsheets, Presentations, and Workspaces.

After this session, you will be able to:

  • Explain next generation benefits to your team
  • Identify opportunities to adopt new products and capabilities
  • Plan your transition to the next generation of Wdesk
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

Read more

Can Organizations Turn Ethical Challenges into Strategic Opportunities?

Networking and Best PracticesSOX, Audit, and Risk Management

This session explores both ethical challenges in the contemporary business environment and the strategic opportunities created by corporate social responsibility. Learn more about conducting a stakeholder analysis and applying ethical principles, and listen to experts answer the question “Can companies do good and also do well?

After this session, you will be able to:

  • Determine best practice methods used to identify, describe, and explain various ethical issues faced by organizations today 
  • Develop a decision-making framework for critical thinking and analysis to make ethically defensible decisions
  • Apply tools to help guide business affairs effectively and ethically
Course level: 
Basic
CPE credits: 
1
Field of study: 
Behavioral Ethics

Read more

Top Workiva Spreadsheets Formulas for a Simplified Financial Close

Accounting and FinanceSEC Reporting

Have you mastered formulas in Workiva Spreadsheets? Attend this session to discover the power of advanced formulas and the impact they have on finance and accounting processes. This session covers the formulas finance experts use today and offers insight into how you can put them to use.

After this session, you will be able to:

  • Use advanced formulas in Spreadsheets
  • Summarize the key benefits and use cases associated with the formulas
  • Identify the risks and benefits of specific formulas for your financial close
Course level: 
Advanced
CPE credits: 
1
Field of study: 
Computer Software and Applications

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Behind the Scenes at Workiva: Hear from Our Senior Director of Tax

Accounting and Finance

Hear from our senior director of tax to learn how she is using Workiva for Tax Reporting on her team. Explore tactics for using the solution for tax provision, transfer pricing, technical memos, and internal presentations. Also, learn how to create synergy between tax and the rest of accounting and finance by connecting data and teams across organizations.

After this session, you will be able to:

  • Identify ways to increase efficiency and consistency in tax reporting across the company
  • Show how Workiva solutions can help allocate more time to analysis and planning
  • Explain how to reduce time spent on manual data collection and manipulation
Course level: 
Basic
CPE credits: 
1
Field of study: 
Taxes

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Hands-On: Transitioning to the Next Generation of Wdesk

Connected ReportingSEC Reporting

Get hands-on experience transitioning your reports to the next generation of Wdesk. Learn about best practices, tips and tricks, and tools and resources that you can take back to your team to help manage your transition.

After this session, you will be able to:

  • Demonstrate how to transition a project to the next generation of Wdesk
  • Apply understanding of the transition report and correct any issues that were identified
  • Explain the process of transitioning to other teams at your organization
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

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Introduction to XBRL: Learn the Language

SEC Reporting

During this session, you will be introduced to XBRL in the Workiva platform, including the different levels of XBRL tagging, the XBRL outline, and icons.

After this session, you will be able to:

  • Identify each XBRL icon and understand its functionality
  • Describe the XBRL outline layout
  • Apply the basics of how to apply XBRL concepts in the Workiva platform
Course level: 
Basic
CPE credits: 
1
Field of study: 
Accounting

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Capital Markets Outlook: Trends and Conditions

SEC Reporting

From IPOs and M&As to debt and equity offerings, learn from senior practitioners as they break down the latest conditions and developments in the private and public markets. Find out what the future could hold as the global political and regulatory climates change and evolve.

After this session, you will be able to:

  • Identify new developments in the current market landscape
  • Describe transparency in the context of capital formation priorities
  • Recall how global trends could impact your company's future transaction plans
Course level: 
Overview
CPE credits: 
1
Field of study: 
Finance

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Leveraging Workiva Across the Financial Services Enterprise

Financial ServicesNetworking and Best Practices

Hear from users in the banking, insurance, and investments industries on how Workiva has helped transform reporting processes and drive efficiency, cost savings, and data integrity. See how technology has helped teams create a positive impact across their companies.

After this session, you will be able to:

  • Recall use cases within the financial services industry
  • Describe how to expand Workiva solution usage within your organization
  • Summarize how to improve productivity and collaboration across the enterprise
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

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What's New with Workiva for SOX and Internal Audit

SOX, Audit, and Risk Management

Join this session for an overview on the latest features of Workiva for SOX and Internal Audit Management, including improvements to change management, workspaces, report building, real-time collaboration, and connected data. Learn how to manage, test, and report data with more efficiency.

After this session, you will be able to:

  • Explain how to capture and review updates to control and issues data
  • Describe how to build custom, flexible reports
  • Apply the benefits of real-time collaboration in the Workiva solution
  • Use connected data for extended reporting to management and the audit committee
Course level: 
Update
CPE credits: 
1
Field of study: 
Computer Software and Applications

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Hands-On: XBRL Maintenance, Migration, and Roll Forward

SEC Reporting

This session walks through the necessary steps—often overlooked by preparers—required to create a high-quality filing.

After this session, you will be able to:

  • Identify ways to apply maintenance techniques to keep XBRL data consistent
  • Describe the steps utilized in an XBRL taxonomy migration
  • Utilize the Workiva platform to roll XBRL dates to the next time period
Prerequisites: 
This session provides hands-on experience in Wdesk. Information is directed to an audience who has a basic knowledge of navigating documents in the Editor.
Course level: 
Basic
CPE credits: 
1
Field of study: 
Accounting

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Hands-On: Mastering SOX Reporting

SOX, Audit, and Risk Management

Improve the efficiency of your SOX program, and become more proficient when creating SOX reports and dashboards. Learn how to easily build, edit, and deliver real-time reports and personalized dashboards.

After this session, you will be able to:

  • Demonstrate how to improve compliance with real-time, ad hoc, and personalized reports
  • Construct, edit, and share dashboards with key stakeholders
  • Identify areas of improvement in your compliance process
Prerequisites: 

Recommend attending the session Hands-On: An Overview of Workiva for SOX and Internal Controls

Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

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