Session Types

Select from pre-conference workshops, 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.

Pre-Conference Workshops

A combination of practical instruction and small, in-depth discussions. Each workshop is led by Workiva team members. Computers, lunch, and snacks are provided. Space is limited, and an additional fee is required. Register for pre-conference workshops to participate in three courses, earning up to 6 hours of CPE.


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

Pre-Conference XBRL Training

XBRL regional training is offered pre-conference to give Wdesk users hands-on experience with XBRL experts. Choose from one of three levels and earn up to 9 hours of CPE credit. Space is limited, and an additional fee is required. Computers, breakfast, lunch, and breaks provided.


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.

  • I really appreciate the wide range of information. The conference covered detailed XBRL changes with ASC 606, hands on techniques in creating presentations, high level topics of path to a CFO, and Scott Kelly's message of doing the hard things in manageable and executable steps. Great attention to details and succinct message.

Conference Overview

Explore the Program

Notable Speakers

Meet the Speakers

Learning and Networking

View Opportunities