Amplify Local—Houston
Join your peers and Workiva product experts for Amplify Local—your opportunity to learn from other customers, discover what’s new to our platform, and get a sneak peek into where we’re going from leaders across the organization.
There is no cost to attend this event. Lunch will be provided. Attendees can earn four CPE credits.
Questions? Email amplify@workiva.com
Course Details
| 8:30 a.m. | Arrival and networking |
| 9:00 a.m. | Introduction |
| 9:15 a.m. | What's New at Workiva? |
| 10:05 a.m. | What's Next at Workiva? |
| 10:55 a.m. | Break |
| 11:10 a.m. | Maximizing the Value of Your Workiva Solutions |
| Noon | Lunch and networking |
| 1:00 p.m. | Leveling Up with Workiva |
| 2:00 p.m. | Office Hours (optional) |
Session 1: What's New at Workiva?
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
Session 2: What's Next at Workiva?
Learn about the future of Workiva from the company's product 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:
- Recall 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
Session 3: Maximizing the Value of Your Workiva Solutions
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.
After this session, you will be able to:
- Identify new reports and teams that would benefit from Workiva solutions
- Explain best practices to maximize the value from your investment
- Recommend opportunities to expand Workiva solutions across your organization
Session 4: Leveling Up with Workiva
No matter where you're at in your journey, we're here to help you grow personally and professionally with your Workiva solutions. During this session we will share opportunities to grow as a user, with a focus on training programs, resources for best practices, and learning opportunities at Workiva.
After this session, you will be able to:
- Identify training programs, resources, and learning opportunities available for users
- Recommend tips and tricks to users who are new to Workiva
- Provide feedback and suggestions on new and existing training opportunities and user resources
| 8:30 a.m. | Arrival and networking |
| 9:00 a.m. | Introduction |
| 9:15 a.m. | Tips, Tricks, Best Practices |
| 10:05 a.m. | New Functionality |
| 10:55 a.m. | Break |
| 11:10 a.m. | Leveling Up with Workiva |
| Noon | Lunch and networking |
| 1:00 p.m. | The Next Generation of Wdesk for SOX, Audit and Risk |
| 2:00 p.m. | Office Hours (optional) |
Session 1: Tips, Tricks, Best Practices
Participate in a group discussion led by Workiva experts on best practices to optimize processes for your risk and compliance team.
After this session, you will be able to:
- Identify best practices that can improve your current processes
- Share tips and tricks with your team
- Ask questions and share feedback with the Workiva product team
Session 2: What's New with Workiva for SOX and Internal Audit?
Join this session for an overview on the latest features of Workiva for SOX and Internal Audit Management.
After this session, you will be able to:
- Utilize the latest functionality to manage, test, and report your data and processes more effectively
- Explain the benefits of the internal audit solution with your organization
- Share insights into the direction of Workiva with your team
Session 3: The Next Generation of Wdesk for SOX, Audit, and Risk
This session will provide an overview of what's new and what's different in the next generation of Wdesk. Learn all about the new features and capabilities of Wdesk for SOX, Audit, and Risk.
After this session, you will be able to:
- Explain next generation benefits to your team
- Identify opportunities to rethink and redesign current processes
- Ask questions and share feedback with the Workiva product team
Session 4: Leveling Up with Workiva
No matter where you're at in your journey, we're here to help you grow personally and professionally with your Workiva solutions. During this session, we will share opportunities to grow as a user, with a focus on training programs, resources for best practices, and learning opportunities at Workiva.
After this session, you will be able to:
- Identify training programs, resources, and learning opportunities available for users
- Recommend tips and tricks to users who are new to Workiva
- Provide feedback and suggestions on new and existing training opportunities and user resources
Event Details
Financial Reporting Track
SOX, Audit, and Risk Track
Location
Magnolia Hotel Houston
1100 Texas Avenue
Houston, TX 75219
United States