Sessions

Browse Sessions

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 Workiva solutions. 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.

Breakouts

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

Roundtables

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

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

Data Prep and Connectivity

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

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Notable Speakers

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Learning and Networking

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