Session Types

Select from breakout sessions, hands-on trainings, roundtables, and specialty group discussions. Attendees earn 15+ CPE credits.

Hands-on training

Practical instruction for anyone using Wdesk. Attendees who preregistered will be able to participate in hands-on instruction in addition to the demo. Each training session is led by Workiva team members. Computers are provided. Space is limited.


Featured speakers present on a diverse array of topics, from Wdesk functionality to industry news.


Small, in-depth discussions, Q&A, and conversations with thought leaders and experienced Wdesk users. Space is limited.

Topic Tracks

Preselected groups of sessions focus on specific topics or work functions.

Wdesk Platform

Recommended for:
Learning more about platform functionality and discovering new uses across the enterprise

Topics include:

  • Connecting, managing, and working with data
  • Discussions and best practices
  • Tasking and workflow
  • People, groups, permissions, and administration
  • The latest technology in Wdesk

SEC Reporting

Recommended for:
SEC, SEDAR, Investor Relations, XBRL

Topics include:

  • Insights on the latest regulatory developments, standard-setting trends, and capital market conditions
  • Enhancing your financial reporting foundation, learning updates on key accounting standards, and hearing firsthand from your peers on their experiences
  • XBRL best practices and hands-on learning, with an emphasis on process efficiency and data quality and consumption
  • Reporting beyond Ks and Qs—proxy, investor relations, registration statements, and other SEC filings

Accounting and Finance

Recommended for:
Financial Reporting, Performance/Management Reporting

Topics include:

  • Reporting trends and best practices in budget, planning, performance, and tax
  • How other organizations leverage Wdesk to streamline multi-entity reporting
  • Automation in financial and operational reporting through data connections
  • Finance transformation—process reengineering in the office of finance
  • New efficiencies in the accounting process

Controls Management

Recommended for:
Internal Controls Management, Controls Management for SOX

Topics include:

  • Top priorities in managing risk and controls across your organization
  • Gaining visibility into your SOX and ICFR program with Wdesk
  • Optimizing controls management and advancing your processes with the newest Wdesk capabilities
  • Examining how other Wdesk users are reducing risk and cost within their controls management processes

Audit and Enterprise Risk

Recommended for:
Audit Management, Enterprise Risk Management

Topics include:

  • The latest enhanced capabilities of Wdesk for internal audit management
  • Best practices for solving ERM process challenges and internal audit methodology
  • Industry trends and emerging risks from ERM and internal audit experts
  • Optimizing corporate governance practices as part of organizational risk management


Recommended for:
Banking, Investments, Government, Higher Education

Topics include:

  • Managing the changing regulatory landscape using Wdesk
  • The latest Wdesk features to reduce risk and improve reporting process efficiency
  • Using process visualization to uncover reporting inefficiencies
  • Best practices from your industry peers
  • The content of the breakout sessions as well as the availability of Wdesk experts were fantastic learning experiences for me to expand my skills and use of Wdesk.

  • Hands-on sessions were the best by far. These sessions were really beneficial in applying the functionality we were learning.

  • However you like to learn—general sessions, hands-on trainings, roundtable discussions, or presentations—there is a type of session to meet your needs.

Conference Overview

Explore the Program

Notable Speakers

Meet the Speakers

Learning and Networking

View Opportunities