- Why Wdesk
XBRL Classroom Training – Miami
By attending this training, you will:
- Earn 8 CPE credits for Level 1 or 9 CPE credits for Level 2
- Work with XBRL tagging process and mapping and modeling
- Experience hands-on XBRL training
- Network with your peers
Level 1Tuesday, November 29
Level 2Wednesday, November 30
Tuesday, November 29,
7:30 a.m. to 5:30 p.m.
Add to Calendar
Wednesday, November 30,
7:30 am to 5:30 pm
Add to Calendar
7757 West Flagler Street
Miami, FL 33144United States
Course Content and Schedule
- Level 1 Course Description
- XBRL Fundamentals
- Tagging New Disclosures
- Examining Fact Properties
- Creating Calculation Assertions
- Ensuring Data Quality
- Level 2 Course Description
- XBRL Refresher
- Tagging Deep Dive
- Complex Calculations
- Sharpened Focus on Data Quality
- The Intricacies of SEC Rendering
Level 1 agenda – 8 CPE credits Level 2 agenda – 9 CPE credits 7:30–8 a.m. Breakfast/Welcome Breakfast/Welcome 8–8:45 a.m. XBRL Fundamentals XBRL Refresher 8:45–10 a.m. Tagging New Disclosures Tagging Deep Dive 10–10:15 a.m. Break Break 10:15–11:45 a.m. Tagging New Disclosures Tagging Deep Dive 11:45 a.m.–12:45 p.m. Lunch Lunch 12:45–2 p.m. Examining Fact Properties Complex Calculations 2–2:15 p.m. Break Break 2:15–3:45 p.m. Creating Calculation Assertions Sharpened Focus on Data Quality 3:45–4 p.m. Break Break 4–5:15 p.m. Ensuring Data Quality Intricacies of SEC Rendering 5:15–5:30 p.m. Q&A/Closing Q&A/Closing
Registration type Regular price Early-bird price Group discount price Level 1 (Basic) $1,495 $995 $750 Level 2
(Intermediate to Advanced)
$1,495 $995 $750 Level 1 and Level 2 $2,100 $1,500 $1,050Cancellations 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 email@example.com to request additional professional services.
Anna Kwok, Vice President of Professional Services at Workiva, 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 Vice President at Financial Intelligence for 2 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, Professional Services Manager at Workiva, has been on the Professional Services team for over two 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, Professional Services Manager at Workiva, is a CPA and has prior experience in the accounting industry as an auditor. Since joining Workiva nearly two 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.
Darek Paulukovich, Senior XBRL Professional Services Manager at Workiva, has spent the last 2 years providing XBRL services for a wide variety of industries. In addition, Darek has developed and presented XBRL training curriculum both internally at Workiva as well as externally to our customers. Prior to Workiva, Darek spent 2 years in corporate accounting and four years in public accounting, working in audit and taxation. Darek graduated from Arizona State University with his bachelor's in accounting and is a CPA in the state of Arizona.
Frances Rae Alvarez, Team Manager of Professional Services, joined the Workiva team in August 2014. Previously, Frances worked in audit for seven years in public accounting, specializing in the manufacturing, wholesale, and distribution industries, as well as spending a year in corporate accounting. She received her bachelor’s degree, double majoring in accounting and marketing, from the University of Illinois at Chicago and is a CPA in the state of Illinois.
Henry Horrell, Professional Services Manager at Workiva, has been on the Professional Services team for two years. Henry earned his bachelor and masters degree at Northern Illinois University and is a CPA.
John Muehe, Senior Professional Services Manager for Workiva, is an XBRL subject matter expert with a deep understanding of SEC reporting. He works in our Ames office and leads a team of professionals who ensure that customers' filings are accurate and successful. John also assists with the implementation of new features in Wdesk. He graduated from Iowa State University with his bachelor's degree in accounting and management.
Lisa Teitell, Professional Services Manager at Workiva, provides 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, Senior Manager of Professional Services at Workiva, focuses on internal XBRL data quality initiatives and leads 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 CPA in the state of Illinois.
Mary Callegher, Team Manager of Professional Services at Workiva, has been on the Professional Services team for two years. Mary is a CPA with over 10 years experience in public accounting, specifically tax and assurance, as well as private business accounting and family office services. She received her bachelor's degree from the University of Windsor in Ontario, Canada.
Percy Hung, Director of Professional Services at Workiva, leads the internal XBRL training function as well as manages external XBRL training programs including webinars, online help and educational content, as well as in-person training offerings. Previously, Percy was at Financial Intelligence, LLC, a financial consulting firm, where she focused on SEC restatements and other projects.
Peter Larison, Team Manager of Professional Services at Workiva, 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 education 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 master's degree in accountancy.
NASBA CPE Sponsor Registry Number: 103186 SmartPros Ltd. 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 http://www.learningmarket.org/.