Browsing 137 Results
Template
ESG Materiality Assessment
Learn how to create—or refresh—your ESG reporting strategy by evaluating which environmental,…
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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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Form S-3 Skeleton Template and Style Guide
Raise capital, not regulators’ eyebrows. File with the SEC fast and accurately with this template…
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Statement of Cash Flow Assembly
Take the complexity out of using disparate files to collect, aggregate, and organize your statement…
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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…
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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 Statements
Financial statements made simple. Get a jump-start on new financial statements or modify existing…
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Cohen and Company Cash Management Model Template
Present a clear picture of your 13-week cash flow and liquidity projections using Workiva sheets…
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SEC Reporting Process Checklist
This checklist is commonly used to manage dates and deliverables for a successful 10-Q or 10-K…
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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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Section 16
Manage filings for an organization's "insiders" with beneficial ownership of more than 10% of an…
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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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Form 8-K
Need to announce a significant event relevant to shareholders? You don’t have to start from scratch…
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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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Calendar Year Reporting Dates Table
Make each roll-forward easier than the last. Set up your dates in this customizable spreadsheet,…
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SELECT NOW() Query Chain
Need to add a timestamp to your data pulls? Make it easy with this connected query that serves as a…
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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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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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Wdata Connector Checklist Template
Leverage this step-by-step chains checklist to integrate source systems data into the Workiva data…
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Off Calendar Reporting Dates Table
Make each roll-forward easier than the last. Set up your dates in this customizable spreadsheet,…
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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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Financial Statement Note Control
Manage the organization of your financial statement notes with ease.
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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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Multi-Level Pie Chart Template
Need to visually show how portions of your pie chart fit into larger categories? The multi-level…