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About this Event:

Join fellow Workiva customers for an exclusive day of learning and networking IRL! That’s right,  Workiva is excited to be hosting in-person Amplify Local events, and our next stop is Chicago.  Join us to discover what’s new with the Workiva platform and catch breakout sessions covering data integrity, ESG, internal controls, and more.

You’ll have the opportunity to earn up to 4 free CPE credits as well. Don’t delay—seats will fill up fast!

Agenda for October 27:


  • 11:00 a.m.: Check-in (Lunch Available)
  • 11:30 a.m. – 12:30 p.m.: General session
  • 12:30 – 12:45 p.m.: Break
  • 12:45 – 1:45 p.m.: Breakout sessions
  • 1:45 – 2:00 p.m.: Break
  • 2:00 – 3:00 p.m.: Breakout sessions
  • 3:00 – 3:15 p.m.: Break
  • 3:15 – 4:15 p.m.: Closing general session
  • 4:15 – 6:00 p.m.: Networking happy hour


Networking reception sponsored by: 
Event Details:

11:00a.m.-6:00p.m. CDT

11:00a.m.-6:00p.m. CDT

16 W Adams St
Chicago, IL
United States


11:30 a.m.–12:30 p.m.: Opening General Session

We’ll kick things off with a showcase of the new Workiva platform features premiered at our Amplify conference in Las Vegas. This session will include:

  • New solution overviews, including ESG, audit analytics, and transfer pricing
  • Advancements we've made in data management through our OneCloud and AuditNet acquisitions 
  • Product releases and improvements to transform the way users work, including new processes functionality and the Workiva Marketplace

TL;DR—we’ll show you to make your work even more simple!

After this session, you will be able to:

  • Identify ways your team can implement industry-based best practices in the next reporting cycle
  • Apply additional functionality in the Workiva platform to make your day-to-day work easier and more automated
  • Locate new support resources to increase your efficiency and expand your Workiva skillset

Course level: Overview (all levels)
Field of Study: Computer Software & Applications

12:45–1:45 p.m.: Breakout Sessions (choose 1)

For many Workiva users, especially those in external reporting, management reporting is a logical next step. Most of the information that has to be reported externally is sometimes sliced and diced a little differently and with maybe a few more additions when it's presented to an internal crowd. This session will show you how to make the case for using Workiva for management reporting, including: 

  • New use case examples like financial statement automation and all the cool stuff that Workiva platform integrations enable
  • Marketplace templates to simplify your processes and take them to the next level (e.g., board reports, rounding, cashflow)
  • How to engage with our partner ecosystem

After this session, you will be able to: 

  • Develop impactful presentations for stakeholders using data connections, data visualization, and more
  • Apply templates from the Marketplace to automate certain projects and filings through our platform
  • Recall examples of how organizations can get the most out of the Workiva platform beyond current usage
  • Discuss industry best practices with Workiva partners and identify opportunities for engagement

Course Level: Basic
Field of Study: Computer Software & Applications

Finance is uniquely positioned to drive transformation initiatives that benefit the entire organization. Learn how finance can spearhead new levels of trust and transparency, as the Workiva Product team shows you how to: 

  • Use new innovations within your firm's finance and accounting disciplines
  • Take advantage of increased automation through the Workiva platform’s capabilities 

After this session, you will be able to: 

  • Discuss new advances in reporting technologies
  • Discover best practices to help complete your work in less time and with a more robust audit trail
  • Organize your team to work more efficiently and plan your transition to using the new capabilities within the Workiva platform

Course Level: Overview (all levels)
Field of Study: Computer Software & Applications

Environmental, social, and governance reporting has been happening for years (by various names and initiatives), but it's never been more formalized—or important—than now.

This collaborative session will help you discover how companies are embracing the ESG reporting revolution, choosing a framework, and managing this process in the Workiva platform to create meaningful reports that drive measurable growth.

In this session, we’ll:

  • Discuss customers’ current processes and approaches to ESG reporting
  • Highlight and promote new features within the ESG reporting solution

After this session, you will be able to:

  • Apply ESG reporting best practices delivered by participating organizations
  • Develop a plan to adopt new technologies for managing ESG reporting
  • Evaluate the Workiva platform as a solution for current or future ESG reporting needs

Course Level: Overview (all levels)
Field of Study: Computer Software & Applications

2:00–3:00 p.m.: Breakout Sessions (choose 1)

How is risk managed, tracked, and controlled at your organization, and how can you enhance the process and your results? Join this session to hear about the latest best practices in SOX, audit, and enterprise risk management.  

In this session we'll:

  • Demo new functionalities within the Workiva platform that will help you manage your homepage
  • Learn about framework mapping, workflow, AuditNet templates, and other recent enhancements
  • Highlight new ways customers are enhancing automation

After this session, you will be able to: 

  • Create a list of actionable steps to improve your internal controls program
  • Evaluate the impact to your team’s day-to-day processes like planning, control testing, and reporting
  • Apply leading practices, including the use of technology, to stay ahead of the curve and become equipped for real-time agility

Course Level: Overview (all levels)
Field of Study: Computer Software & Applications

Discover how your peers leverage the Workiva platform for Capital Markets projects. There are myriad use cases, from IPOs to secondary transactions, including merger & acquisition activity. 

After this session, you will be able to:

  • Identify how your peers use Wdesk for Capital Markets projects
  • Demonstrate how to leverage Workiva for efficiency and controls related to Capital Markets 
  • Experiment in Roundtable formats to trade insights with professional peers

Course Level: Overview (all levels)
Field of Study: Computer Software & Applications

Employers are scrambling to retain talent while trying unconventional ways to attract new employees. As the pandemic resets work trends, leaders need to rethink workforce and team planning. 

Join this roundtable discussion to talk through some concrete, yet attainable, changes that organizations can make to attract and retain top talent. 

After this session, you will be able to:

  • Recognize what it takes to be competitive in today’s hiring environment
  • Summarize ways peer organizations are working to attract and retain talent 
  • Explain how technology can play a factor in improving employee satisfaction

Course Level: Overview (all levels)
Field of Study: Personal Development

3:15-4:15 p.m.: Closing General Session

Picture this: your team has tactically leveraged the Workiva platform to make your day-to-day work more efficient and effective—but other teams in your organization are missing out. So how can you help them see the benefits too? 

In this panel, Workiva customers will walk through how they expanded the Workiva footprint in their organization. From starting with a single solution to adding several, discover how others have brought more of their previously siloed teams and processes into the platform—and how you can too. 

After this session, you will be able to: 

  • Evaluate ways to enhance collaboration, data management, and reporting across teams in the Workiva platform
  • Propose methods to improve processes and expand your organization's footprint on Workiva
  • Develop a plan to implement best practices based on other Workiva users

Course level: Overview (all levels)
Field of Study: Computer Software & Applications

4:15–6 p.m.: Networking happy hour

Join us after the sessions for light bites, cold beverages, and great conversations. Plus, visit one of our demo stations in the reception area to get hands-on with new features and solutions! 


Networking reception sponsored by:


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