In this in-depth XBRL course, you'll go from understanding the fundamentals of XBRL to having a deeper knowledge of more complex tagging scenarios.

The agenda includes:
  • Hands-on XBRL mapping and disclosures modeling exercises
  • Guided practice on concept vs. dimension use
  • How to ensure a proper taxonomy outline and correct fact properties as part of the tagging
  • Proper handling of XBRL calculations
  • Expert advice on approaches to effective review and higher data quality

Is this training right for you?
This course is for professionals looking to increase their knowledge of XBRL Level 1, 2, or 3. Additional details about each course are listed below.

This training offers up to 25 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 
Tuesday,
June 6, 2017
7:30 am-5:30 pm ET
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Wednesday,
June 7, 2017
7:30 am-5:30 pm ET
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Thursday,
June 8, 2017
7:30 am-4:00 pm ET
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Location 
462 7th Avenue
6th Floor
New York, NY 10018
United States
  • Course Content and Schedule
  • Pricing
  • Instructors
  • CPE
  • FAQ
  • Level 1

    Scheduled time Level 1: XBRL Essentials Agenda—9 CPE credits
    7:30 a.m. Breakfast/Welcome
    8 a.m. XBRL Fundamentals
    9:30 a.m. Tagging New Disclosures
    10 a.m. Break
    10:15 a.m. Tagging New Disclosures (continued)
    Noon Lunch
    1 p.m. Tagging New Disclosures (continued)
    1:30 p.m. Examining Fact Properties
    3 p.m. Break
    3:15p.m. Creating Calculation Assertions
    4:15 p.m. Ensuring Data Quality
    5:15 p.m. Q&A/Closing

    Level 2

    Scheduled time Level 2: XBRL Deep Dive Agenda—9 CPE credits
    7:30 a.m. Breakfast/Welcome
    8 a.m. XBRL Refresher
    8:45 a.m. Tagging Deep Dive
    9:45 a.m. Break
    10 a.m. Tagging Deep Dive (continued)
    Noon Lunch
    1 p.m. Tagging Deep Dive (continued)
    1:30 p.m. Complex Calculations
    2:45 p.m. Break
    3 p.m. Sharpened Focus on Data Quality
    4:15 p.m. Intricacies of the SEC Rendering
    5:15 p.m. Q&A/Closing

    Level 3

    Scheduled time Level 3: Quality Review Agenda—7 CPE credits
    7:30 a.m. Breakfast/Welcome
    8 a.m. A Systematic Approach to XBRL Review
    9:30 a.m. Complete Guide to Error Resolution
    10 a.m. Break
    10:15 a.m Complete Guide to Error Resolution (continued)
    11:15 a.m. Comprehensive Output Verification
    Noon Lunch
    12:45 p.m. Comprehensive Output Verification (continued)
    1:15 p.m. Refining Element Selection
    2 p.m. Break
    2:15 p.m. Refining Element Selection (continued)
    3:45 p.m. Q&A/Closing
  • Registration type Regular price Early-bird price Group discount price
    Attend one level of your choice $1,495 $995 $750
    Attend two levels of your choice $2,100 $1,500 $1,050
    Attend all three levels $2,520 $1,800 $1,260
    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.
  • 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.

  • 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.