Browsing 139 Results
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ESG Materiality Assessment
Learn how to create—or refresh—your ESG reporting strategy by evaluating which environmental,…
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Argyle Basic Proxy Statement Design Template
This pre-designed document will help your team prepare elegant proxy disclosures directly from the…
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State and Local Government Financial Report
Turn your major financial statements into a comprehensive annual financial report with a simple,…
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Data Collection Extension
Streamline Data Collection with Workiva: Request, Track, and Aggregate Data with Ease.
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Multi-Level Pie Chart Template
Need to visually show how portions of your pie chart fit into larger categories? The multi-level…
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Cohen and Company® Fund Investor Statement Template
The Fund Investor Statement can be used to provide monthly, quarterly, or annual capital positions,…
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Earnings Call Script
Make the next earnings call easier. Use this example of a script for earnings releases that guides…
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US SEC Form 6-K Template for Foreign Private Issuers by SUMAQ
This quick-start sample template helps foreign private issuers get a head start with their SEC Form…
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FloQast Close Dashboard
A purpose-built Workiva spreadsheet that provides a snapshot into the real-time status of your…
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Board Reporting Template
This template is filled with slide examples for the information-rich, easy-to-read reports your…
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Section 16
Manage filings for an organization's "insiders" with beneficial ownership of more than 10% of an…
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Audit Committee Presentation
Go into your quarterly audit committee presentation with confidence. This presentation template…
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Dates Template
Roll forward just got easier. Enter your key dates and formats in this customizable spreadsheet,…
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Private Company Financial Statement Checklist
Don’t miss a thing as you prepare your financial reports. This practice aid is based on best…
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Private Company Financial Statements
Financial statements made simple. Get a jump-start on new financial statements or modify existing…
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Rounding Template
Meet the Workiva spreadsheet that will take your data and automatically round entries according to…
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Statement of Cash Flow Rounding
Because manual rounding can add unnecessary risk, this template from Workiva is an example of how…
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Dates with Note Numbering Template
Create date automation for on-calendar full-year and half-year dates, plus automate note numbering…
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Financial Statement Note Control
Manage the organization of your financial statement notes with ease.
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Cohen and Company® Private Equity Reporting - Portfolio Company Performance Snapshot
This presentation template highlights financial results and an EBITDA bridge of a portfolio company…
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Calendar Year Reporting Dates Table
Make each roll forward easier than the last. Set up your dates in this customizable spreadsheet and…
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Statement of Cash Flow Scorecard
This template made for the Workiva platform can serve as your up-to-the-minute status tracker for…
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Financial Statement Label Formulas
Use this template to automatically adjust the labels on your financial statements.
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Wdata Connector Checklist Template
Leverage this step-by-step chains checklist to integrate source systems data into the Workiva data…