ESG Materiality Assessment
Learn how to create—or refresh—your ESG reporting strategy by evaluating which environmental,…
FloQast Close Dashboard
A purpose-built Workiva spreadsheet that provides a snapshot into the real-time status of your…
Form S-3 Skeleton Template and Style Guide
Raise capital, not regulators’ eyebrows. File with the SEC fast and accurately with this template…
Statement of Cash Flow Assembly
Take the complexity out of using disparate files to collect, aggregate, and organize your statement…
SOX Certification Letter Template for 302 or 404(b)
Make simple work of sign-offs. You can use this ready-to-roll template of a typical certification…
Dates Template
Roll-forward just got easier. Enter your key dates and formats in this customizable spreadsheet,…
Private Company Financial Statements
Financial statements made simple. Get a jump-start on new financial statements or modify existing…
Cohen and Company Cash Management Model Template
Present a clear picture of your 13-week cash flow and liquidity projections using Workiva sheets…
SEC Reporting Process Checklist
This checklist is commonly used to manage dates and deliverables for a successful 10-Q or 10-K…
Cohen and Company® Fund Investor Statement Template
The Fund Investor Statement can be used to provide monthly, quarterly, or annual capital positions,…
Section 16
Manage filings for an organization's "insiders" with beneficial ownership of more than 10% of an…
Rounding Template
Meet the Workiva spreadsheet that will take your data and automatically round entries according to…
Form 8-K
Need to announce a significant event relevant to shareholders? You don’t have to start from scratch…
Board Reporting Template
This template is filled with slide examples for the information-rich, easy-to-read reports your…
Calendar Year Reporting Dates Table
Make each roll-forward easier than the last. Set up your dates in this customizable spreadsheet,…
SELECT NOW() Query Chain
Need to add a timestamp to your data pulls? Make it easy with this connected query that serves as a…
State and Local Government Financial Report
Turn your major financial statements into a comprehensive annual financial report with a simple,…
Private Company Financial Statement Checklist
Don’t miss a thing as you prepare your financial reports. This practice aid is based on best…
Wdata Connector Checklist Template
Leverage this step-by-step chains checklist to integrate source systems data into the Workiva data…
Off Calendar Reporting Dates Table
Make each roll-forward easier than the last. Set up your dates in this customizable spreadsheet,…
Earnings Call Script
Make the next earnings call easier. Use this example of a script for earnings releases that guides…
Financial Statement Note Control
Manage the organization of your financial statement notes with ease.
Statement of Cash Flow Rounding
Because manual rounding can add unnecessary risk, this template from Workiva is an example of how…
Multi-Level Pie Chart Template
Need to visually show how portions of your pie chart fit into larger categories? The multi-level…