Browsing 140 Results
Template
ESG Materiality Assessment
Learn how to create—or refresh—your ESG reporting strategy by evaluating which environmental,…
Template
Form S-3 Skeleton Template and Style Guide
Raise capital, not regulators’ eyebrows. File with the SEC fast and accurately with this template…
Template
FloQast Close Dashboard
A purpose-built Workiva spreadsheet that provides a snapshot into the real-time status of your…
Template
Statement of Cash Flow Assembly
Take the complexity out of using disparate files to collect, aggregate, and organize your statement…
Template
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…
Template
Private Company Financial Statements
Financial statements made simple. Get a jump-start on new financial statements or modify existing…
Template
Dates Template
Roll forward just got easier. Enter your key dates and formats in this customizable spreadsheet,…
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
Cohen and Company® Fund Investor Statement Template
The Fund Investor Statement can be used to provide monthly, quarterly, or annual capital positions,…
Template
SEC Reporting Process Checklist
This checklist is commonly used to manage dates and deliverables for a successful 10-Q or 10-K…
Template
Section 16
Manage filings for an organization's "insiders" with beneficial ownership of more than 10% of an…
Template
Rounding Template
Meet the Workiva spreadsheet that will take your data and automatically round entries according to…
Template
Form 8-K
Need to announce a significant event relevant to shareholders? You don’t have to start from scratch…
Template
Board Reporting Template
This template is filled with slide examples for the information-rich, easy-to-read reports your…
Template
SELECT NOW() Query Chain
Need to add a timestamp to your data pulls? Make it easy with this connected query that serves as a…
Template
Calendar Year Reporting Dates Table
Make each roll forward easier than the last. Set up your dates in this customizable spreadsheet and…
Template
State and Local Government Financial Report
Turn your major financial statements into a comprehensive annual financial report with a simple,…
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
Wdata Connector Checklist Template
Leverage this step-by-step chains checklist to integrate source systems data into the Workiva data…
Template
Dates with Note Numbering Template
Create date automation for on-calendar full-year and half-year dates, plus automate note numbering…
Template
Off Calendar Reporting Dates Table
Make each rollforward easier than the last. Set up your dates in this customizable spreadsheet, and…
Template
Earnings Call Script
Make the next earnings call easier. Use this example of a script for earnings releases that guides…
Template
Financial Statement Note Control
Manage the organization of your financial statement notes with ease.
Template
Statement of Cash Flow Rounding
Because manual rounding can add unnecessary risk, this template from Workiva is an example of how…