Browsing 138 Results
Template
ESG Materiality Assessment
Learn how to create—or refresh—your ESG reporting strategy by evaluating which environmental,…
Connector
Persefoni Connector
Automate workflows with a direct connection to Persefoni for increased confidence in data and…
Template
ESG TCFD Checklist
Monitor the alignment of your ESG disclosures with the Task Force on Climate-Related Financial…
Template
ESG RCM Template
The ESG Risk Control Matrix (RCM) provides a quick starting point for creating, executing, and…
Template
Multi-Level Pie Chart Template
Need to visually show how portions of your pie chart fit into larger categories? The multi-level…
Template
State and Local Government Financial Report
Turn your major financial statements into a comprehensive annual financial report with a simple,…
Template
Section 16
Manage filings for an organization's "insiders" with beneficial ownership of more than 10% of an…
Template
FloQast Close Dashboard
A purpose-built Workiva spreadsheet that provides a snapshot into the real-time status of your…
Template
Earnings Call Script
Make the next earnings call easier. Use this example of a script for earnings releases that guides…
Template
Cohen and Company Cash Management Model Template
Present a clear picture of your 13-week cash flow and liquidity projections using Workiva sheets…
Template
Board Reporting Template
This template is filled with slide examples for the information-rich, easy-to-read reports your…
Template
Dates Template
Roll forward just got easier. Enter your key dates and formats in this customizable spreadsheet,…
Template
Audit Committee Presentation
Go into your quarterly audit committee presentation with confidence. This presentation template…
Template
Dates with Note Numbering Template
Create date automation for on-calendar full-year and half-year dates, plus automate note numbering…
Template
Private Company Financial Statement Checklist
Don’t miss a thing as you prepare your financial reports. This practice aid is based on best…
Template
Financial Statement Note Control
Manage the organization of your financial statement notes with ease.
Template
Rounding Template
Meet the Workiva spreadsheet that will take your data and automatically round entries according to…
Template
Private Company Financial Statements
Financial statements made simple. Get a jump-start on new financial statements or modify existing…
Template
Statement of Cash Flow Rounding
Because manual rounding can add unnecessary risk, this template from Workiva is an example of how…
Template
Financial Statement Label Formulas
Use this template to automatically adjust the labels on your financial statements.
Template
Calendar Year Reporting Dates Table
Make each roll forward easier than the last. Set up your dates in this customizable spreadsheet and…
Service
F.H. Black & Company Inc. GASB 87 Solution – Lite
Automate processes associated with lease calculation and reporting in alignment with GASB 87…
Template
Statement of Cash Flow Scorecard
This template made for the Workiva platform can serve as your up-to-the-minute status tracker for…
Template
Wdata Connector Checklist Template
Leverage this step-by-step chains checklist to integrate source systems data into the Workiva data…