Browsing 28 Results
Template
ESG Materiality Assessment
Learn how to create—or refresh—your ESG reporting strategy by evaluating which environmental,…
Template
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…
Template
ESEF Annual Reporting Starter Pack
Manage your ESEF filing with ease with this starter pack that contains a project planner with tips…
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Broadridge|FalkHarrison Proxy Design Template
The Broadridge|FalkHarrison Proxy Design Template empowers you to showcase your achievements and…
Template
Cohen and Company® Private Equity Reporting - Portfolio Company Performance Snapshot
This presentation template highlights financial results and an EBITDA bridge of a portfolio company…
Template
Form 8-K
Need to announce a significant event relevant to shareholders? You don’t have to start from scratch…
Template
Cohen and Company® Fund Investor Statement Template
The Fund Investor Statement can be used to provide monthly, quarterly, or annual capital positions,…
Template
Broadridge|FalkHarrison Proxy Design Template
The Broadridge|FalkHarrison Proxy Design Template empowers you to showcase your achievements and…
Template
Earnings Call Script
Make the next earnings call easier. Use this example of a script for earnings releases that guides…
Template
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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Fund/Product-Level ESG Reporting with KPMG's SFDR and TCFD Based Solutions
KPMG offers an all-in-one solution that simplifies your reporting process to navigate mandatory…
Service
Deloitte Disclosure Management Tool
Regardless of where your company is at in its ESG reporting journey, Deloitte's disclosure…
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ESG Report Template for Workiva by Deloitte
The Environmental, Social & Governance (ESG) Report accelerator can help organizations streamline…
Service
Eliassen Group OneStream Connector via the Workiva Platform
Drive efficiency and reduce risk of manual error by automating your flow of data between OneStream…
Service
PwC ESG priority assessment
A leading practice ESG priority assessment delivered in the Workiva platform.
Service
Deloitte Regulatory Updates and Local GAAP Model Financial Statements for Global Statutory Reporting
Stay up to date with regulatory changes impacting local GAAP financial statements including note…
Service
PwC SEC climate rule readiness assessment
A proven gap assessment delivered in the Workiva platform.
Service
Column5 Assessments
A C5 Assessment is key to unlock ROI from your existing reporting and analytics solutions - a…
Service
Workiva Document Onboarding Services by SUMAQ
Sumaq’s trained staff of document management specialists provide low-cost onboarding services,…
Service
Clearsulting Financial Reporting Setup and Optimization
Automate your monthly, quarterly and annual financial reporting with our turn-key reporting best…
Service
SUMAQ Securities Exchange Commission of Brazil (CVM) Filing Services
Simplify Securities and Comissão de Valores Mobiliários or the Exchange Commission of Brazil (CVM)…
Service
Clearview Snowflake Connector via the Workiva Platform
Gain back valuable time and reduce the likelihood of error through data automation.
Service
MySQL Connector by Clearview via the Workiva Platform
Gain back valuable time and reduce the likelihood of error through data automation.
Service
Amazon Redshift Connector by Clearview via the Workiva Platform
Gain back valuable time and reduce the likelihood of error through data automation.