Welcome to the Workiva Blog

Proxy Voting, ESG, and the Future of Fund Disclosure

As more investors focus on ESG matters, investment funds have work to do to disclose how they’re using their shareholder votes in proxy voting, Acting SEC Chairwoman Allison Herren Lee suggested at the ICI Mutual Funds and Investment Management Conference. Here’s what could help.

A White House Push for Evidence-Based Decisions

One of the first White House memos of 2021 was about building trust in government with evidence-based policymaking. Dean Ritz looks at what it means for public employees. Read the blog.

SPAC Disclosures: The SEC Leaves a Bread Crumb Trail

As corporate America and the M&A market have increasingly embraced SPAC mergers as alternatives to IPOs, the SEC has long been suspicious of them. There are clues that suggest that may be changing. Find out what goes into a successful SPAC disclosure with the SEC.

Perspectives: Are NFTs Hype or the Next Big Thing?

Josh Gertsch, who helped with Overstock.com’s initial coin offering from an audit perspective, looks at the buzz around non-fungible tokens, or NFTs. Read more.

Sensitive, Material, and Deadline-driven: How Overstock’s GC Team Manages Form 8-K Disclosures

The pandemic has forced every business to examine their form 8-K disclosure process. Here’s how Overstock.com is using technology and collaboration to brave the new world.

Four Thoughts from KPMG: Where SOX Compliance Is Headed in 2021

Sue King of KPMG sat down with Workiva’s Ernest Anunciacion for a quick chat about what’s upcoming in the world of SOX compliance in the months ahead. Read more inside.

How FP&A Technology Can Provide Certainty in Uncertain Times

As the business environment remains uncertain, companies need to adopt predictive FP&A technology quickly to keep up. We spoke with itelligence, an SAP provider, about how tech shines a light in the darkness. Have a look.

The New Process for Proxy Statements: SEC Pros Share Their Tips

Proxy statements have become more important to stakeholders—and more complex. To offer value without undue risk, companies like Horace Mann are simplifying the process. Find out how.

Current SEC and PCAOB Developments: Key Takeaways from the AICPA Conference

The AICPA’s December conference offered a wealth of insight into how the SEC Division of Corporation Finance will look at reporting going forward. Here’s what we learned.

What's in a Name? A Case for the Global Legal Entity Identifier

Making sense of complex corporate structures and potential exposures to Lehman Brothers-sized collapses means you need access to the bigger picture. That’s where Legal Entity Identifiers come in. Hear more about the benefits of LEIs from our Dean Ritz and GLEIF’s Zornitsa Manolova.