On Demand

Modernizing the financial close process is a journey. Discover how Intel was able to tighten their recent 10-K filing and shorten the process by two weeks through a more streamlined and connected financial close process. 

After this session, you will be able to:

• Highlight which strategies have been most successful at Intel
• Describe how to improve technology for optimization of your entire financial close reporting process
• Recall how to incorporate more upstream processes into Workiva solutions for a true end-to-end reporting solution

Course length: 60 minutes

Field of Study: Accounting 

On Demand

Technology has fundamentally changed the way that data is created, captured, and stored, yet many organizations still struggle to deliver assurance in their data. Learn more about the revolution taking place in reporting and how Workiva solutions help bring data, processes, and teams together.

After this session, you will be able to: 

• Identify ways to modernize your reporting processes by connecting data, documents, and teams at scale
• Determine new ways to connect your reports and build trust in your data
• Utilize best practices for reporting and share them with stakeholders across your organization

Course length: 75 minutes

Field of Study: Management Services 

On Demand

When it comes to financial reporting, connectivity is everything. Learn how to dramatically increase efficiency and confidence in your financial reporting by connecting source systems and eliminating tedious, manual data preparation processes that can slow you down. See how financial reporting teams can use Wdata to spark a true financial transformation in their reporting processes.

After this session, you will be able to:

• Describe the benefits of connecting source systems to financial reporting outputs
• Identify ways to connect source systems to financial reporting outputs
• Demonstrate specific examples of increased efficiency and reduced risk through connecting source systems to financial reporting outputs

Course length: 60 minutes

Field of Study: Accounting 

On Demand

Traditional desktop tools make it nearly impossible to maintain data integrity in the global reporting process, which poses several risks. It is time to bring legal entity reporting into the digital age. 

Learn how multi-entity management on a single cloud platform will improve data integrity, increase efficiency, and streamline team collaboration. By eliminating dependencies on office software, you’ll future-proof your processes and reduce business exposure and audit risks.

After this session, you will be able to: 

  • Analyze your entity reporting processes and identify where Workiva solutions can increase oversight and control
  • Demonstrate how a centralized reporting process can mitigate risk and increase efficiency 
  • Describe how to streamline team collaboration between preparers, reviewers, tax, external auditors, legal, and third-party service providers

Course length: 60 minutes

Field of Study: Accounting 

On Demand

Explore the benefits of connected risk and controls processes. Learn how teams can optimize their use of Workiva solutions by connecting internal controls over financial reporting (ICFR), internal audit, enterprise risk management (ERM), and policy and procedure management for greater efficiency.

After this session, you will be able to:

• Analyze your business and identify processes where Workiva solutions can reduce redundant work
• Identify manual, duplicative efforts across ICFR, enterprise risk management, internal audit, and policies and procedure management
• Demonstrate how to maximize the use of Workiva across your team

Course length: 60 minutes

Field of Study: Auditing 

On Demand

Explore how other organizations have gained efficiencies and expanded their use of Workiva solutions in this panel discussion. Discover new ways to leverage the technology, and hear lessons from other users as they've added new teams, reports, and processes.

After this session, you will be able to:

• Uncover new ways to use Workiva solutions across your organization
• Identify new reports and teams that would benefit from Workiva solutions
• Explain best practices for growing Workiva solutions across your team

Course length: 60 minutes

Field of Study: Management Services 

On Demand

Investing in connected reconciliation and reporting solutions can automate financial close processes, resulting in a new wave of productivity for accounting and finance. Join Workiva and BlackLine experts as they share best practices for supporting a faster close and demonstrate how organizations are connecting their systems for more powerful record-to-report capabilities. Hear how to leverage the Workiva-delivered BlackLine connector, Wdata, and Workiva Spreadsheets to deliver a higher level of quality, accuracy, transparency, and efficiency to your financial close process.

After this session, you will be able to:

  • Directly leverage BlackLine data within critical Workiva financial and narrative/management reports
  • Increase visibility and control of top-side journal entries
  • Extend Workiva Policies and Procedures documents within BlackLine
On Demand

When it comes to your narratives, telling a complete story is everything. With Sentieo working alongside Workiva, you can eliminate manual and inefficient research processes using artificial intelligence, collaboration and automation tools. This affords you more time for increasing investor confidence, mitigating risk with best practice language, and providing proactive insights. See how financial reporting teams can use Sentieo to improve their research process and disclosure strategy while mitigating risk.

After this session, you will be able to:

  • Navigate common challenges in the current financial research process 
  • Identify opportunities to connect processes within your peer research and analysis workflow 
  • Discover methods to improve efficiency  and collaboration  in your financial research when drafting new narratives 
  • Leverage technology to increase collaboration across teams and departments