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A Better IPO Process for Hayward

The pool equipment company Hayward ditched traditional processes to prepare for an initial public offering during a pandemic. Working with the…

Capital Market Transactions

First Across the Finish Line: How Workiva Powered JDE Peet’s Inaugural Annual Report

The Global Accounting and Reporting Manager at JDE Peet’s shares why, ahead of publishing its first annual report in 2020, the firm extended its…

ESEF Reporting

Asset Manager’s New Way of Fund Reporting Outperforms

An alternative asset manager transformed its fund reporting process and then its private fund reporting with help from an executive who wasn’t…

Investment Reporting

Cornerstone Building Brands Reconstructs Internal Audit and SOX Compliance, Saves $1M+

Juggling thousands of files to manage hundreds of internal controls can be stressful—not to mention risky. With the help of Workiva, Cornerstone…

SOX Compliance

Endeavour Strikes Reporting Gold with Workiva

Endeavour Mining supports sustainable practices, but their accounting team was stuck in a manual reporting process that wasn’t working. With…

Financial Reporting

All In: Solenis Signs on to Use Workiva Across the Enterprise

Controller Jordan Brackett had an idea to use a single platform to manage global statutory reporting, tax reporting, monthly operational reporting…

Financial Reporting

Software Analytics Company New Relic Ups Its Proxy Game

After regularly creating its 10-Qs and 10-Ks in the cloud, New Relic’s legal team decided to produce its proxy, 8-Ks, and other periodic filings…

SEC Reporting

Samsonite Packs AI into Financial Reporting

Jeff Brown, Director of Financial Reporting, missed using Workiva to automate manual work, reduce the risk of error, and manage large amounts of…

Financial Reporting

Finance Transformation at KeyBank Expands to CECL, SOX, and More

Stacy Gilbert is finding new ways to use Workiva to simplify work at KeyBank. After using Workiva for resolution planning, SEC reporting, and…

Regulatory Reporting

Slack Simplifies with Workiva, from S-1 to 10-Q and 10-K

After using Workiva to go public, Slack started using Workiva for its SEC filings too. Read how Slack’s Director of SEC Reporting Taka Kawai uses…

SEC Reporting

Supplier to Chipmakers Take Control of Statutory Reporting

Connecting data to multiple reports is easier with Workiva.

Statutory Reporting

How Orion Took a Big Step Forward with Its SOX Compliance Program

See how Orion centralized its SOX compliance program in one platform.

Internal Controls Management

Raymond James Saves Time, Increases Accuracy with Workiva for Board Reporting

Raymond James Financial Inc., a leading diversified financial services company, discusses how Workiva helped them simplify their board reporting…

Management Reporting

VanEck Gains Fund Filing Flexibility, Control with Workiva

This asset manager has moved on from paper-based processes and is updating prospectuses and other fund documents in the cloud.

Regulatory Reporting

Webster Bank Saves Time and Improves Visibility in SOX Program

See how Workiva revamped the Webster Bank SOX process in this case study.

Enterprise Risk Management

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