Choose 1 Breakout Session Below
ESG | How to Get Ahead of the ESG Reporting Revolution
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 to 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 solution
- Introduce ESG product roadmap for 2022
After this session, you'll be able to:
- Apply ESG reporting best practices delivered by participating organizations
- Prepare to adopt new features promoted within the product roadmap
- Evaluate the Workiva platform as a solution for current or future ESG reporting needs
Course Level: Basic
Field of Study: Computer Software & Applications
Management Reporting Made Simple
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 cover the following topics:
- Benefits of using Workiva for Management Reporting and value propositions of our platform
- A highlight of our new use cases like Financial Statement Automation and all the cool stuff Integrations with the Workiva platform enable
- Templates in our Marketplace to make your process simpler, and at the same time take it to the next level - i.e. board reports, rounding, cashflow
- How to engage with our Partner ecosystem
In this session, participants will be able to:
- Develop impactful presentations for stakeholders using data connections, data visualization, and more
- Adopt templates from the Marketplace to automate certain projects and filings through our platform
- Learn best practices to leverage the most out of Workiva, beyond current usage
- Connect with Partners to meet their needs with the best in the industry
Course Level: Basic
Field of Study: Computer Software & Applications
Grabbing Risk by its Horns | Best Practices for SOX, Audit, Risk, and Compliance
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
- Highlight new ways customers are enhancing automation
- Provide a sneak peek of what we're building next
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: Basic
Field of Study: Computer Software & Applications