XBRL Classroom Training — Las Vegas

Get hands-on guidance and instruction from Workiva XBRL experts, and earn CPE credits each day of training.

In this in-depth XBRL course, you'll gain an understanding of the fundamentals of XBRL.

The agenda includes:
Level 1: XBRL Essentials
  • Hands-on XBRL mapping and disclosures modeling exercises
  • Guided practice on concept vs. dimension use

Is this training right for you?
This course is for professionals looking to increase their knowledge of XBRL Level 1.

This training offers up to 9 CPE credits.

Participants must participate in group interactions during the event, and participants must stay for the duration of the event, as described in the event details, in order to be eligible for CPE.

Seats are limited. Register today.

For information regarding administrative policies, such as complaint and refund, please contact our offices by emailing training@workiva.com.

Date 

Level 1

Monday,
September 18, 2017
7:30 am-5:30 pm PT
Add to Calendar
Location 
MGM Grand
3799 S Las Vegas Blvd
Las Vegas, NV
United States
  • Level 1 - XBRL Essentials: XBRL Fundamentals, Tagging New Disclosures, Examining Fact Properties, Creating Calculations, and Basic Validations

    Course description: This day-long workshop will take participants from the fundamentals of what is required within the scope of XBRL through the steps toward ensuring a successful filing.

    Learning objectives: Through hands-on application, participants will learn how to:

    • Utilize the US GAAP Taxonomy
    • Anticipate and prepare for the overall XBRL project life cycle
    • Map and model disclosures
    • Distinguish concept and dimension use
    • Locate and create concepts
    • Create accurate XBRL facts
    • Correctly apply and manipulate fact properties
    • Create and manage calculations and its relationship to fact value sign
    • Structure a proper taxonomy outline
    • Resolve basic conflicts in SEC validations

    Duration: Full day

    CPE credits: 9

    Level: Basic

    Field of study: Accounting

    Prerequisites: This program is designed for professionals with basic knowledge and experience in the area of public reporting compliance and XBRL.

    Advanced preparation: Completion of e-learning module “Part 1 Introduction to XBRL” and “Part 3 Dates” are required to attend.

    Breakfast/Welcome - 7:30a.m.
      Lunch - Noon
      Tagging New Disclosures (continued) - 1 p.m.
      Break - 3 p.m.
      Q&A/Closing - 5:15 p.m.

    Anna Kwok is a Vice President of Professional Services at Workiva. She focuses her work in enhancing XBRL training and education to customers, as well as other related initiatives and solutions aimed at enabling higher data quality. Prior to Workiva, Anna was a Vice President at Financial Intelligence, LLC for two years where she led SEC restatement projects and other technical consulting services. She has 20 years of experience in financial reporting, FP&A, and accounting operation. Anna received her master's degree in accounting from the University of Illinois, Urbana-Champaign.

    Chris Klobuka is a Professional Services Manager at Workiva. Chris has been on the Professional Services team for over three years. Chris has extensive industry experience, including financial services and manufacturing. He received his bachelor's degree in accounting and finance from the Indiana University Kelley School of Business.

    Christian Hall is a Professional Services Manager at Workiva. He is a Certified Public Accountant and has prior experience in the accounting industry as an auditor. Since joining Workiva nearly three years ago, Christian focuses on providing XBRL services for various industries to ensure accurate SEC filings. He received his bachelor of science and master of science degrees from the School of Management at Binghamton University with majors in both Accounting and Global Management.

    John Muehe is a Team Manager of Professional Services at Workiva. He is a member of the XBRL Training Team and is responsible for educating employees internally and Workiva customers externally. John joined Workiva in February 2011 and works in the Ames, Iowa office where he develops and delivers training content. He also assists with the implementation of new features in Wdesk. Prior to joining Workiva, John worked for several years in public accounting. He graduated from Iowa State University with his bachelor's in accounting and management.

    Lisa Teitell is a Professional Services Manager at Workiva. For the past three years, she has been providing XBRL services for a wide variety of industries. She holds a Bachelor's and Master's degree in Accounting from the University of Massachusetts, Amherst.

    Lisa Teofilo is a Senior Manager of Professional Services at Workiva. She focuses on internal XBRL data quality initiatives, as well as leading our team of professionals to ensure customers' filings are accurate and successful. Prior to joining Workiva, she was at Ernst & Young where she spent five years in public accounting, specializing in financial services. Lisa graduated from Illinois State University with her bachelor's in accounting and is a registered certified public accountant in the state of Illinois.

    Percy Hung is a Director of Professional Services at Workiva. She leads the internal XBRL training and education function as well as manages other external training programs to ensure continued customer success. Prior to Workiva, Percy was at Financial Intelligence, LLC, a Silicon Valley based financial consulting firm, where she focused on SEC restatements and other technical consulting services. She has over 15 years of experience in accounting operation and financial reporting.

    Peter Larison is a Team Manager of Professional Services at Workiva. He is a member of the XBRL Data Quality Team with his main focus on evaluating the effectiveness and scale of released and proposed Data Quality Committee Validation Rules, as well as educating both employees and customers about those rules. He also assists with the development and refinement of internal analytical tools to better identify areas of improvement for consideration for automation and rule development. Prior to joining Workiva in 2011, Peter worked for several years in the SEC service provider industry. He graduated from the W.P. Carey School of Business at Arizona State University with his Master's degree in Accountancy.

  • Level 2 - XBRL Deep Dive: XBRL Refresher, Tagging Deep Dive, Complex Calculations, Sharpened Focus on Data Quality, and Intricacies of the SEC Rendering

    Course description and learning objectives: This daylong workshop will take participants beyond the basics of XBRL lifecycle into a deeper dive of more complex tagging scenarios and high impact Data Quality Committee validations to ensure a higher quality filing.

    Learning objectives: Through hands-on application, participants will learn how to:

    • Use the FASB XBRL Implementation Guides to aid in modeling complex disclosures
    • Discover the impact of alternate presentation styles on modeling decisions
    • Handle advanced calculations scenarios
    • Address common XBRL issues
    • Approach the latest Data Quality Committee validations
    • Perform a higher data quality review beyond the basic validations
    • Detect hidden issues in SEC Viewer rendering

    Duration: Full day

    CPE credits: 9

    Level: Intermediate

    Field of study: Accounting

    Prerequisites: This program is designed for professionals with basic knowledge and experience in the area of public reporting compliance and good working knowledge in self-filing XBRL.

    Advanced preparation: Completion of XBRL Training Level 1 - XBRL Essentials is highly recommended to attend.

    Breakfast/Welcome - 7:30 a.m.
      Break - 9:45 a.m.
      Tagging Deep Dive (continued) - 10 a.m.
      Lunch - Noon
      Tagging Deep Dive (continued) - 1 p.m.
      Break - 2:45 p.m.
      Q&A/Closing - 5:15 p.m.

    Anna Kwok is a Vice President of Professional Services at Workiva. She focuses her work in enhancing XBRL training and education to customers, as well as other related initiatives and solutions aimed at enabling higher data quality. Prior to Workiva, Anna was a Vice President at Financial Intelligence, LLC for two years where she led SEC restatement projects and other technical consulting services. She has 20 years of experience in financial reporting, FP&A, and accounting operation. Anna received her master's degree in accounting from the University of Illinois, Urbana-Champaign.

    Chris Klobuka is a Professional Services Manager at Workiva. Chris has been on the Professional Services team for over three years. Chris has extensive industry experience, including financial services and manufacturing. He received his bachelor's degree in accounting and finance from the Indiana University Kelley School of Business.

    Christian Hall is a Professional Services Manager at Workiva. He is a Certified Public Accountant and has prior experience in the accounting industry as an auditor. Since joining Workiva nearly three years ago, Christian focuses on providing XBRL services for various industries to ensure accurate SEC filings. He received his bachelor of science and master of science degrees from the School of Management at Binghamton University with majors in both Accounting and Global Management.

    John Muehe is a Team Manager of Professional Services at Workiva. He is a member of the XBRL Training Team and is responsible for educating employees internally and Workiva customers externally. John joined Workiva in February 2011 and works in the Ames, Iowa office where he develops and delivers training content. He also assists with the implementation of new features in Wdesk. Prior to joining Workiva, John worked for several years in public accounting. He graduated from Iowa State University with his bachelor's in accounting and management.

    Lisa Teitell is a Professional Services Manager at Workiva. For the past three years, she has been providing XBRL services for a wide variety of industries. She holds a Bachelor's and Master's degree in Accounting from the University of Massachusetts, Amherst.

    Lisa Teofilo is a Senior Manager of Professional Services at Workiva. She focuses on internal XBRL data quality initiatives, as well as leading our team of professionals to ensure customers' filings are accurate and successful. Prior to joining Workiva, she was at Ernst & Young where she spent five years in public accounting, specializing in financial services. Lisa graduated from Illinois State University with her bachelor's in accounting and is a registered certified public accountant in the state of Illinois.

    Percy Hung is a Director of Professional Services at Workiva. She leads the internal XBRL training and education function as well as manages other external training programs to ensure continued customer success. Prior to Workiva, Percy was at Financial Intelligence, LLC, a Silicon Valley based financial consulting firm, where she focused on SEC restatements and other technical consulting services. She has over 15 years of experience in accounting operation and financial reporting.

    Peter Larison is a Team Manager of Professional Services at Workiva. He is a member of the XBRL Data Quality Team with his main focus on evaluating the effectiveness and scale of released and proposed Data Quality Committee Validation Rules, as well as educating both employees and customers about those rules. He also assists with the development and refinement of internal analytical tools to better identify areas of improvement for consideration for automation and rule development. Prior to joining Workiva in 2011, Peter worked for several years in the SEC service provider industry. He graduated from the W.P. Carey School of Business at Arizona State University with his Master's degree in Accountancy.

  • Level 3 - Quality Review: A Systematic Approach to XBRL Review, Complete Guide to Error Resolution, Comprehensive Output Verification, and Refining Element Selection

    Course description: This workshop will take participants through the steps toward ensuring data quality beyond automated validation, and techniques to ensure a complete and accurate filing with highest data quality and usability.

    Learning objectives: Through hands-on application , participants will learn how to:

    • Complete a thorough and effective review of all aspects of XBRL including:
      • advanced element selection
      • fact properties
      • calculation relationships
      • validation
    • Perform a higher quality review to address XBRL issues
    • Avoid common XBRL tagging mistakes

    Duration: Full day

    CPE credits: 7

    Level: Advanced

    Field of study: Accounting

    Prerequisite: This program is designed for professionals with knowledge and experience in the area of public reporting compliance, and good working knowledge and experience in preparing and reviewing self-filing XBRL.

    Advanced preparation: Completion of XBRL Training Level 1 - XBRL Essentials and Level 2 - XBRL Deep Dive are highly recommended to attend.

    Breakfast/Welcome - 7:30 a.m.
      Break - 10 a.m.
      Complete Guide to Error Resolution (continued) - 10:15 a.m.
      Lunch - Noon
      Comprehensive Output Verification (continued) - 12:45 p.m.
      Break - 2 p.m.
      Refining Element Selection (continued) - 2:15 p.m.
      Q&A/Closing - 3:45 p.m.

    Anna Kwok is a Vice President of Professional Services at Workiva. She focuses her work in enhancing XBRL training and education to customers, as well as other related initiatives and solutions aimed at enabling higher data quality. Prior to Workiva, Anna was a Vice President at Financial Intelligence, LLC for two years where she led SEC restatement projects and other technical consulting services. She has 20 years of experience in financial reporting, FP&A, and accounting operation. Anna received her master's degree in accounting from the University of Illinois, Urbana-Champaign.

    Chris Klobuka is a Professional Services Manager at Workiva. Chris has been on the Professional Services team for over three years. Chris has extensive industry experience, including financial services and manufacturing. He received his bachelor's degree in accounting and finance from the Indiana University Kelley School of Business.

    Christian Hall is a Professional Services Manager at Workiva. He is a Certified Public Accountant and has prior experience in the accounting industry as an auditor. Since joining Workiva nearly three years ago, Christian focuses on providing XBRL services for various industries to ensure accurate SEC filings. He received his bachelor of science and master of science degrees from the School of Management at Binghamton University with majors in both Accounting and Global Management.

    John Muehe is a Team Manager of Professional Services at Workiva. He is a member of the XBRL Training Team and is responsible for educating employees internally and Workiva customers externally. John joined Workiva in February 2011 and works in the Ames, Iowa office where he develops and delivers training content. He also assists with the implementation of new features in Wdesk. Prior to joining Workiva, John worked for several years in public accounting. He graduated from Iowa State University with his bachelor's in accounting and management.

    Lisa Teitell is a Professional Services Manager at Workiva. For the past three years, she has been providing XBRL services for a wide variety of industries. She holds a Bachelor's and Master's degree in Accounting from the University of Massachusetts, Amherst.

    Lisa Teofilo is a Senior Manager of Professional Services at Workiva. She focuses on internal XBRL data quality initiatives, as well as leading our team of professionals to ensure customers' filings are accurate and successful. Prior to joining Workiva, she was at Ernst & Young where she spent five years in public accounting, specializing in financial services. Lisa graduated from Illinois State University with her bachelor's in accounting and is a registered certified public accountant in the state of Illinois.

    Percy Hung is a Director of Professional Services at Workiva. She leads the internal XBRL training and education function as well as manages other external training programs to ensure continued customer success. Prior to Workiva, Percy was at Financial Intelligence, LLC, a Silicon Valley based financial consulting firm, where she focused on SEC restatements and other technical consulting services. She has over 15 years of experience in accounting operation and financial reporting.

    Peter Larison is a Team Manager of Professional Services at Workiva. He is a member of the XBRL Data Quality Team with his main focus on evaluating the effectiveness and scale of released and proposed Data Quality Committee Validation Rules, as well as educating both employees and customers about those rules. He also assists with the development and refinement of internal analytical tools to better identify areas of improvement for consideration for automation and rule development. Prior to joining Workiva in 2011, Peter worked for several years in the SEC service provider industry. He graduated from the W.P. Carey School of Business at Arizona State University with his Master's degree in Accountancy.

  • Cancellations must be made 48 hours prior to the beginning of the event to receive a refund. No partial credit will be issued. If Workiva cancels the course, registrants receive a 100% refund. The programs are designed to provide information in regard to the subject matter covered. These programs are offered with the understanding that Workiva Inc. is not engaged in rendering legal or accounting advice. If expertise and customization assistance is required, contact us at xbrl.training@workiva.com to request additional professional services.
  • Workiva is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.





    Participants must participate in group interactions during the event, and participants must stay for the duration of the event, as described in the event details, in order to be eligible for CPE. For information regarding administrative policies such as a complaint or refund, please contact training@workiva.com.