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What’s New This Q: Integrated Workflow Management, AI Integration in Spreadsheets, and More

Workiva CPE webinars

May 13 @ 2:00 pm 3:00 pm EDT

Free 1 CPE credit

About this Event:

Built-in calendars linked to your files and tasks. Automated disclosures aligned to frameworks. Workiva AI based on your org’s own knowledge base. These are just a few new ways we’re helping you build more trust in the work you do in the Workiva platform.

Every quarter, we’re bringing you a sneak peek at the latest Workiva innovations. Catch a preview of what will change the way you work—exclusively in our next webinar: 

  • Integrated workflow management: Leverage a centralized experience for coordinating calendars, tasks, and dates across complex, time-sensitive reporting processes
  • Intelligent companion integration in Spreadsheets: Access Workiva AI where you deal with data the most: use natural language for help with formulas, tables, formatting, and data tasks; detect errors, summarize trends, and explain changes; and bring AI-generated outputs into cells directly
  • Custom intelligence: Build your own knowledge base in Workiva AI by uploading files, documents, and instructions to get more relevant, accurate responses grounded in your own content, not generic outputs
  • Corporate integrated reporting: Meet more global filing requirements from one platform—see how our latest advances in EDINET taxonomy support and XBRL converter help meet Japan disclosure requirements, for example

Be the first to see the powerful new features that have just arrived and are coming soon to the Workiva platform. Hear from the team behind the tech, and learn how you can start putting these innovations to work right away. 

After this session, you will be able to:

  • Explain ways to increase visibility and oversight in your team’s workflows
  • Identify opportunities to use AI for working with data in spreadsheets, improving formulas, and generating insights from tabular data 
  • Develop a plan for managing data, integrating AI, and strengthening assurance using one platform

Workiva offers one complimentary CPE credit for this webinar.

Not able to attend? Complete registration today, and we will email you the recording.

New York, NY 10001 United States
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