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A Practical Guide to Creating Print-Ready Documents with Workiva

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While the shift to digital communications continues to accelerate, printing remains a regulatory requirement for many SEC preparers. Building out your proxy or 10-K doesn't have to be a cumbersome process, and printing them doesn’t have to eat up your budget. 

Learn how to reduce proxy and 10-K costs by providing your print vendor a print-ready PDF from the Workiva platform. This will be a practical webinar, so come with questions. Be prepared to log in to Workiva to put these tips in to work.

After this webinar, you will be able to:

  • Modernize your proxy process by using the most effective steps to get there 
  • Identify and apply best practices on using Workiva for building your proxy 
  • Create print-ready PDFs to save on printing costs 

Workiva offers one complimentary CPE credit for this webinar.

Not able to attend? Complete registration today, and we will email you the recording.

Presenters

Vincent Patane Headshot
Vice President of Operations, Corporate Issuer Solutions
Broadridge

In Partnership With

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Broadridge

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