Session Types

Workiva Amplify content included breakout sessions, hands-on trainings, roundtables, and specialty group discussions. Attendees earned 15+ CPE credits.

Hands-on training

Practical instruction for anyone using Workiva solutions. Attendees who preregister can participate in hands-on instruction in addition to the demo. Each training session is led by Workiva team members. Computers are provided.


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


Small, in-depth discussions, Q&A, and conversations with thought leaders and experienced solution users.

Topic Tracks

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

Product Tracks

Connected Reporting

Track focus:
Platform functionality and discovering new uses across the enterprise

Topics include:

  • The impact of modernizing reporting with Wdesk
  • The benefits of the next generation of Wdesk
  • Transitioning to the next generation of Wdesk
  • Best practices for maximizing the value of Wdesk
  • Hands-on with the next generation of Wdesk

Connected Data

Track focus:
Platform capabilities for connecting, managing, and working with data

Topics include:

  • Connecting your critical systems with pre-built connectors and APIs
  • Data preparation at scale to support ad hoc and scheduled reporting cycles
  • Data exploration with pivots, drill-downs, and data visualization for fast insights

Solution Tracks

SEC Reporting

Track focus:

SEC/SEDAR reporting, iXBRL™ and XBRL®, investor relations, and capital markets

Topics include:

  • Insights on the latest regulatory conditions, SEC developments, and standard-setting trends
  • Enhancing your financial reporting foundation, staying up to date on key accounting standards, and learning from your peers
  • iXBRL and XBRL best practices and hands-on training, with an emphasis on process efficiency and data quality and consumption
  • Reporting beyond Ks and Qs—proxy statements, investor relations, registration statements, and other SEC filings

Accounting and Finance

Track focus:
Financial close reporting, tax reporting, and statutory reporting

Topics include:

  • Essential tips and tricks for automating and improving the internal financial close reporting process
  • Insights from industry-leading companies and professional peers who leverage Workiva for management reporting, financial statement analysis, board reporting, and more
  • Reengineering and transforming finance for simplified and more accurate accounting and finance processes
  • Best practices to increase productivity in tax reporting
  • Managing data and narrative for statutory reporting across the organization

SOX, Audit, and Risk Management

Track focus:
Controls management for SOX compliance, audit management, policies and procedures, and enterprise risk management

Topics include:

  • How industry-leading companies save significant time and provide value to the business by using Workiva for SOX, risk, internal audit, and policies and procedures
  • Best practices to enhance collaboration and consistency across the three lines of defense
  • The latest product enhancements to advance your use of Workiva for risk and controls management, operational audits, and more
  • Insights on latest industry trends and the impact to business risk and controls landscape, including how financial reporting and compliance professionals can respond

Industry and Networking

Financial Services

Track focus:
Fund prospectus, insurance prospectus, shareholder reports, fund books, fund financial statements, CCAR, DFAST, and RRP

Topics include:

  • Essential tips and tricks for automating and improving compliance reporting for financial services industry
  • Insights from industry-leading financial services companies and professional peers on how they leverage Wdesk for investment filings, financial reporting and risk and stress testing plans
  • Best practices to optimize the reporting process, increase data governance, and meet regulatory and compliance needs

Networking and Best Practices

Track focus:

Industry-specific financial reporting challenges and how Workiva can help alleviate them

Topics include:

  • Guidance from peers on how to best solve common problems and challenges
  • Facilitated roundtable discussions on current industry trends and how those relate to reporting
  • Best practices for connected reporting within your industry
  • Career growth and professional development tips about how to use technology and stay agile
  • The content of the breakout sessions as well as the availability of Workiva experts were fantastic learning experiences for me to expand my skills.

  • 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

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