Classroom Training

XBRL Classroom Training — San Francisco

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 agendas include:
Level 1: XBRL Essentials
  • Hands-on XBRL mapping and disclosures modeling exercises
  • Guided practice on concept vs. dimension use
Level 2: XBRL Deep Dive
  • How to ensure a proper taxonomy outline and correct fact properties as part of the tagging
  • Proper handling of XBRL calculations
Level 3: XBRL Quality Review
  • 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 

Level 1

Tuesday,
March 19, 2019
7:30 a.m.-5:30 p.m. PT

Level 2

Wednesday,
March 20, 2019
7:30 a.m.-5:30 p.m. PT

Level 3

Thursday,
March 21, 2019
7:30 a.m.-4:30 p.m. PT
Location 
Learn iT
33 New Montgomery Street Suite 300
San Francisco, CA 94105
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 - 7:30 a.m. Lunch - Noon Tagging New Disclosures (continued) - 1 p.m. Break - 3 p.m. Q&A/Closing - 5:15 p.m.

    John Muehe, Team Manager of Professional Services, is a member of the XBRL training team. He is responsible for developing and delivering training content to Workiva employees and customers. John also assists with the implementation of new features in Wdesk. John has worked for several years in public accounting. He graduated from Iowa State University with his bachelor's degree in accounting and management.

    Kim Gresham, Professional Services Manager, has been with Workiva for over four years. She currently focuses on creating, updating, and reviewing IFRS Taxonomy training materials for customers to ensure the content is appropriate. Kim received her bachelor’s degree in accounting from Arizona State University W.P. Carey School of Business.

    Lisa Teitell, Professional Services Manager at Workiva, has provided XBRL services for a wide variety of industries over the last three years. She holds a bachelor's and master's degree in accounting from the University of Massachusetts, Amherst.

  • 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: 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.

    John Muehe, Team Manager of Professional Services, is a member of the XBRL training team. He is responsible for developing and delivering training content to Workiva employees and customers. John also assists with the implementation of new features in Wdesk. John has worked for several years in public accounting. He graduated from Iowa State University with his bachelor's degree in accounting and management.

    Kim Gresham, Professional Services Manager, has been with Workiva for over four years. She currently focuses on creating, updating, and reviewing IFRS Taxonomy training materials for customers to ensure the content is appropriate. Kim received her bachelor’s degree in accounting from Arizona State University W.P. Carey School of Business.

    Lisa Teitell, Professional Services Manager at Workiva, has provided XBRL services for a wide variety of industries over the last three years. She holds a bachelor's and master's degree in accounting from the University of Massachusetts, Amherst.

  • Level 3 - Quality Review: A Systematic Approach to XBRL Review, Output Verification, Mastering XBRL Migrations, A Complete Guide to XBRL Maintenance 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 review of all aspects of XBRL including:
      • advanced element selection
      • fact properties
      • calculation relationships
      • validation
    • Perform a higher quality review to address XBRL issues
    • Fully execute a taxonomy migration
    • Avoid common XBRL tagging mistakes
    • Effectively maintain XBRL from quarter to quarter

    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.
      Lunch - Noon
      Mastering XBRL Migrations (continued) - 12:45 p.m.
      Break - 2 p.m.
      Complete Guide to XBRL Maintenance (continued) - 2:15 p.m.
      Q&A/Closing - 4:00 p.m.

    John Muehe, Team Manager of Professional Services, is a member of the XBRL training team. He is responsible for developing and delivering training content to Workiva employees and customers. John also assists with the implementation of new features in Wdesk. John has worked for several years in public accounting. He graduated from Iowa State University with his bachelor's degree in accounting and management.

    Kim Gresham, Professional Services Manager, has been with Workiva for over four years. She currently focuses on creating, updating, and reviewing IFRS Taxonomy training materials for customers to ensure the content is appropriate. Kim received her bachelor’s degree in accounting from Arizona State University W.P. Carey School of Business.

    Lisa Teitell, Professional Services Manager at Workiva, has provided XBRL services for a wide variety of industries over the last three years. She holds a bachelor's and master's degree in accounting from the University of Massachusetts, Amherst.

  • 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.