Sessions

 

Register for Workiva Amplify here.

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

 

 

Session Format

Track

Course Level

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Advance Your Finance Career Through Financial Close Process Simplification

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
Accounting and Finance
Field of study: 
Personal Development

Hear from recently promoted finance professionals as they discuss how they advanced their careers by leveraging simplified approaches in their financial close processes.

After this session, you will be able to:

  • Develop personal career growth strategies
  • Identify value-added responsibilities in your organization
  • Recall stories from leading practitioners

Read more

Best Practices for Disclosure Effectiveness

Course level: 
Overview
CPE credits: 
1
Topic Track: 
SEC Reporting
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

Best Practices for Pain-Free Prospectus Filings

Course level: 
Overview
CPE credits: 
1
Topic Track: 
Financial Services
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

Building Internal Partnerships Across Accounting and Finance

Course level: 
Overview
CPE credits: 
1
Topic Track: 
Accounting and Finance
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

Connecting the Dots with Workspaces

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
Connected Reporting
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

Course level: 
Basic
CPE credits: 
1
Topic Track: 
SOX, Audit, and Risk Management
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

Financial Services Success Stories: Perspectives from Your Peers

Course level: 
Overview
CPE credits: 
1
Topic Track: 
Financial Services
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

Hands-On: Advanced Data Preparation Techniques

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
Data Prep and Connectivity
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

Course level: 
Basic
CPE credits: 
1
Topic Track: 
SOX, Audit, and Risk Management
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: Data Preparation for Beginners

Course level: 
Basic
CPE credits: 
1
Topic Track: 
Data Prep and Connectivity
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

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
Connected Reporting
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

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
Connected Reporting
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

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
Connected Reporting
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

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
SOX, Audit, and Risk Management
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

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
SOX, Audit, and Risk Management
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

Course level: 
Basic
CPE credits: 
1
Topic Track: 
SOX, Audit, and Risk Management
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

How to Optimize Collaboration with External Audit Teams

Course level: 
Basic
CPE credits: 
1
Topic Track: 
SOX, Audit, and Risk Management
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

Course level: 
Overview
CPE credits: 
1
Topic Track: 
Financial Services
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

Lessons Learned from Growing with Workiva

Course level: 
Overview
CPE credits: 
1
Topic Track: 
Connected Reporting
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

Leveraging Workiva Across the Financial Services Enterprise

Course level: 
Overview
CPE credits: 
1
Topic Track: 
Financial Services
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 Change Management in Large Organizations

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
Networking and Best Practices
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

Mastering the Art of Data Preparation

Course level: 
Basic
CPE credits: 
1
Topic Track: 
Data Prep and Connectivity
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

Roundtable: Automating Fund Financial Statments for a Faster Close

Course level: 
Overview
CPE credits: 
1
Topic Track: 
Financial Services
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: Best Practices for Connected Government Reporting

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
Networking and Best Practices
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

Roundtable: Best Practices Using Workiva for Capital Market Transactions

Course level: 
Overview
CPE credits: 
1
Topic Track: 
SEC Reporting
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

Read more

Roundtable: Connected Reporting for Multi-Entity Firms

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
Networking and Best Practices
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: Connected Reporting for Non-U.S. Firms and Multinationals

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
Networking and Best Practices
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: Connected Reporting in the Energy Sector

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
Networking and Best Practices
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: Lessons Learned from Transitioning to the Next Generation of Wdesk

Course level: 
Overview
CPE credits: 
1
Topic Track: 
Connected Reporting
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: Maximizing the Value of Workiva

Course level: 
Overview
CPE credits: 
1
Topic Track: 
Connected Reporting
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: Saving Time and Adding Value Across SOX, Audit, and Risk

Course level: 
Basic
CPE credits: 
1
Topic Track: 
SOX, Audit, and Risk Management
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
     

Read more

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

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
Financial Services
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

Read more

SEC Regulatory Developments

Course level: 
Update
CPE credits: 
1
Topic Track: 
SEC Reporting
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

SOX and Audit: A Perfect Pair

Course level: 
Basic
CPE credits: 
1
Topic Track: 
SOX, Audit, and Risk Management
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

Read more

Strategies to Adopt Innovative Technology and Practices in the Government Sector

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

Innovation often moves fastest in the private sector, but governments have an opportunity reap the same outsized benefits by implementing proven private-sector technology and practices. Attend this session—featuring public sector professionals—to learn strategies for positioning your organization to adopt innovative technology that better serve your constituents.

After this session, you will be able to:

  • Discuss advantages and disadvantages in being a first mover vs. fast follower in adopting innovative technology in the public sector
  • Identify governance and organizational strategies that will better position your organization to take advantage of proven private sector technology and practices
     

Read more

The Connected Reporting Revolution in the Government Sector

Course level: 
Intermediate
CPE credits: 
1
Topic Track: 
Networking and Best Practices
Field of study: 
Accounting

Connected reporting not only transforms the business of government by ensuring consistency, data integrity, and eliminating burdensome manual processes, but also by making government data more discoverable, usable, and actionable for government workers and the people they serve. Attend this session to learn about the benefits of connected reporting, XBRL® tagged data, and open data.

After this session, you will be able to:

  • Provide concrete examples of how open government financial data can be used in the public and private sector
  • Describe the benefits of XBRL for both government practitioners and external data consumers

Read more

The Future of Workiva

Course level: 
Overview
CPE credits: 
1
Topic Track: 
Connected Reporting
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

Read more

The Power of Connected Data: Integration and Data Preparation Overview

Course level: 
Overview
CPE credits: 
1
Topic Track: 
Data Prep and Connectivity
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

Read more

The Power of Connected Reporting

Course level: 
Overview
CPE credits: 
1
Topic Track: 
Connected Reporting
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

 

Read more

Top Formulas for a Simplified Financial Close

Course level: 
Advanced
CPE credits: 
1
Topic Track: 
Accounting and Finance
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

Read more

What's New in the Next Generation of Wdesk?

Course level: 
Overview
CPE credits: 
1
Topic Track: 
Connected Reporting
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

Read more