Browsing 156 Results
Connector
Persefoni Connector
Automate workflows with a direct connection to Persefoni for increased confidence in data and…
Template
ESG Materiality Assessment
Learn how to create—or refresh—your ESG reporting strategy by evaluating which environmental,…
Template
State and Local Government Financial Report
Turn your major financial statements into a comprehensive annual financial report with a simple,…
Template
Multi-Level Pie Chart Template
Need to visually show how portions of your pie chart fit into larger categories? The multi-level…
Template
Statement of Cash Flow Assembly
Take the complexity out of using disparate files to collect, aggregate, and organize your statement…
Extension
Data Collection Extension
Streamline data collection with Workiva: request, track, and aggregate data with ease.
Template
ESEF Annual Reporting Starter Pack
Manage your ESEF filing with ease with this starter pack that contains a project planner with tips…
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…
Template
Clearview SOX Scoping Template
Determine which entities, processes, accounts, and applications are in-scope for your SOX…
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Pay Versus Performance and iXBRL Requirements
Stay compliant and tag all requirements in an accurate and secure platform.
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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…
Template
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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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…
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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…
Template
Audit Committee Presentation
Go into your quarterly audit committee presentation with confidence. This presentation template…
Template
FloQast Close Dashboard
A purpose-built Workiva spreadsheet that provides a snapshot into the real-time status of your…
Template
UK GAAP Model Statutory Financial Statements
This publication provides illustrative financial statements under UK GAAP FRS 101 for the year…
Template
Argyle Basic Proxy Statement Design Template
This pre-designed document will help your team prepare elegant proxy disclosures directly from the…
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OECD BEPS Country-by-Country Reporting Template
Compile, organize, and analyze your Country-by-Country Reporting (CbCR) data.
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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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Dates Template
Roll forward just got easier. Enter your key dates and formats in this customizable spreadsheet,…
Template
Irish GAAP Model Statutory Financial Statements
This publication provides illustrative financial statements under Irish GAAP FRS 101 for the year…
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…