Sessions

Available sessions are listed below. The full agenda will be available later this spring. For complete CPE Disclosure Information, please click here.

 

Product Tracks

Solution Tracks

Industry and Networking

Format

Training Level

Speaker

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

Accounting and Finance
Course level: 
Basic
CPE credits: 
1
Field of study: 
Taxes

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

Read more

Building Internal Partnerships Across Accounting and Finance

Accounting and FinanceSEC Reporting
Course level: 
Overview
CPE credits: 
1
Field of study: 
Personal Development

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

Read more

Can Organizations Turn Ethical Challenges into Strategic Opportunities?

Networking and Best PracticesSOX, Audit, and Risk Management
Course level: 
Basic
CPE credits: 
1
Field of study: 
Behavioral Ethics

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

Read more

Case Study: How Fannie Mae Transformed Their SEC Reporting Process

Data Prep and ConnectivitySEC Reporting
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting

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

Read more

Certify This: Surveys and Signoffs Made Easy

SOX, Audit, and Risk Management
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

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 of 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

Read more

Connected Reporting: Bridging the Gap Between Systems and Stakeholders

Accounting and Finance
Course level: 
Basic
CPE credits: 
1
Field of study: 
Finance

Hear from Workiva and Host Analytics subject matter experts on best practices for process improvement in the finance organization. Learn more about the challenges facing the office of finance and the transformation initiatives that companies are undertaking to address inefficiencies.

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 and managing, communication, and collaboration

Read more

Connecting the Dots with Workspaces

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

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

Read more

Connecting the Three Lines of Defense

SOX, Audit, and Risk Management
Course level: 
Basic
CPE credits: 
1
Field of study: 
Auditing (Internal Controls)

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

Read more

Developing Strategies and Best Practices for Disclosure Effectiveness

SEC Reporting
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting (SEC Practice)

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

Read more

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

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

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

Read more

General Session: The One World Schoolhouse: Education Reimagined

Course level: 
Overview
CPE credits: 
1
Field of study: 
Personal Development

Sal Khan tells the inspiring story of Khan Academy, his nonprofit that educates millions of people worldwide. With over 150,000 practice problems and 52 million registered students in 190 countries, Khan Academy is rethinking the world of education. Khan will also share his thoughts on reimagining education and his dream of providing a free, world-class education for anyone.

After this session, you will be able to:

  • Explain fundamental flaws in traditional education methods
  • Describe how to mitigate a widespread problem through technology
  • Recall examples of how to acquire funding and resources for a nonprofit

Read more

Hands-On: Advanced Data Preparation Techniques

Data Prep and ConnectivitySEC Reporting
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

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

Read more

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

SOX, Audit, and Risk Management
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

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

Read more

Hands-On: Clearing XBRL Validation Messages

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

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.

Read more

Hands-On: Data Preparation for Beginners

Data Prep and ConnectivitySEC Reporting
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

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 Transformations

Read more

Hands-On: Getting Started with Next Generation Presentations

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

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.

Read more

Hands-On: Getting Started with Next Generation Wdesk Documents

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

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.

Read more

Hands-On: Getting Started with Wdesk Spreadsheets

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

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.

Read more

Hands-On: Mastering SOX Reporting

SOX, Audit, and Risk Management
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

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

Read more

Hands-On: Mastering SOX Testing

SOX, Audit, and Risk Management
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

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

Read more

Hands-On: Overview of Workiva for Internal Audit Management

SOX, Audit, and Risk Management
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

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

Read more

Hands-On: Tagging XBRL from Scratch

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

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.

Read more

Hands-On: Transitioning to the Next Generation of Wdesk

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

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.

Read more

Hands-On: Using Reports for XBRL Review

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

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.

Read more

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

SEC Reporting
Course level: 
Basic
CPE credits: 
1
Field of study: 
Accounting

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.

Read more

How Companies Scale Workiva Solutions Across Their Organizations

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

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

Read more

How These Fortune 500 Companies Mastered Change Management

Financial ServicesNetworking and Best PracticesSEC Reporting
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Business Management and Organization

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

Read more

How to Optimize Collaboration with External Audit Teams

SOX, Audit, and Risk Management
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

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

Read more

How to Save Your Sanity During Investments Filing Season

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

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

Read more

How to Transition to iXBRL with Workiva

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

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

Read more

How Two Government Teams Expanded Their Use of Workiva Solutions Beyond CAFR

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

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

Read more

How Will SEC Regulatory Changes Impact Your Company?

SEC Reporting
Course level: 
Update
CPE credits: 
1
Field of study: 
Accounting (SEC Practice)

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

Read more

How Workiva Customers Save a Week in Their Prospectus Filing Processes

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

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

Read more

Introduction to XBRL: Learn the Language

SEC Reporting
Course level: 
Basic
CPE credits: 
1
Field of study: 
Accounting

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

Read more

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

SOX, Audit, and Risk Management
Course level: 
Overview
CPE credits: 
1
Field of study: 
Business Management and Organization

Trends that impact the business risk, audit, and controls landscape, such as accounting standards to cybersecurity, RPA, and GDPR, are quickly gaining importance. Stay up to date with recent and upcoming regulatory changes, and learn how to keep pace with a fast-moving risk environment.

After this session, you will be able to:

  • Describe trends impacting the industry today
  • Apply best practices to quickly react to recent changes
  • Determine ways to prepare your organization for the future

Read more

Leveraging Workiva Across the Financial Services Enterprise

Financial ServicesNetworking and Best Practices
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

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

Read more

Mastering the Art of Data Preparation

Data Prep and ConnectivitySEC Reporting
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

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

Read more

Planning and Executing Your Transition to the Next Generation of Wdesk

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

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

 

Read more

Roundtable: Automating Fund Financial Statements for a Faster Close

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

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

Read more

Roundtable: Connected Reporting for Multi-Entity Firms

Networking and Best PracticesSEC Reporting
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

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

Read more

Roundtable: How Connected Reporting Fuels the Energy Sector

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

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

Read more

Roundtable: How Global Companies Use Workiva Solutions

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

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

Read more

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

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

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
     

Read more

Roundtable: Making the Most of Your Workiva Solutions

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

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

Read more

Roundtable: Methods for Modernizing Data Preparation

Data Prep and ConnectivitySEC Reporting
Course level: 
Overview
CPE credits: 
1
Field of study: 
Business Management and Organization

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

Read more

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

SOX, Audit, and Risk Management
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

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
     

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Roundtable: Strategies for Using Workiva for Capital Market Transactions

SEC Reporting
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting (SEC Practice)

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

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Roundtable: The Impact of Centralizing Your Global Statutory Reporting Process

Accounting and Finance
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

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

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

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

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

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Save Time and Drive Efficiency in Your SOX Program

SOX, Audit, and Risk Management
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Computer Software and Applications

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

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SOX and Audit: A Perfect Pair

SOX, Audit, and Risk Management
Course level: 
Basic
CPE credits: 
1
Field of study: 
Computer Software and Applications

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

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The Future of Workiva

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

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

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The Power of Connected Data: Integration and Data Preparation Overview

Data Prep and ConnectivitySEC Reporting
Course level: 
Overview
CPE credits: 
1
Field of study: 
Computer Software and Applications

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

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The Power of Connected Reporting

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

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

 

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Top Workiva Spreadsheets Formulas for a Simplified Financial Close

Accounting and FinanceSEC Reporting
Course level: 
Advanced
CPE credits: 
1
Field of study: 
Computer Software and Applications

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

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What the Future Holds for iXBRL and Structured Data

SEC Reporting
Course level: 
Overview
CPE credits: 
1
Field of study: 
Accounting

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

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What's New in the Next Generation of Wdesk?

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

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

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What's New with Workiva for SOX and Internal Audit

SOX, Audit, and Risk Management
Course level: 
Update
CPE credits: 
1
Field of study: 
Computer Software and Applications

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

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XBRL Calculation Relationships Defined

SEC Reporting
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

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

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XBRL Tagging for Updated Disclosure Requirements

SEC Reporting
Course level: 
Intermediate
CPE credits: 
1
Field of study: 
Accounting

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

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Your Guide to 2019 US GAAP Taxonomy Updates

SEC Reporting
Course level: 
Update
CPE credits: 
1
Field of study: 
Accounting

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.

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