Browsing 29 Results
Template
Section 16
Manage filings for an organization's "insiders" with beneficial ownership of more than 10% of an…
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
IPO Roadshow Deck
Get ready to go public with a professional looking presentation that tells your company story. Use…
Template
Calendar Year Reporting Dates Table
Make each roll-forward easier than the last. Set up your dates in this customizable spreadsheet,…
Template
Form 8-K
Need to announce a significant event relevant to shareholders? You don’t have to start from scratch…
Template
Earnings Call Script
Make the next earnings call easier. Use this example of a script for earnings releases that guides…
Template
Audit Committee Presentation
Go into your quarterly audit committee presentation with confidence. This presentation template…
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
Form S-3 Skeleton Template and Style Guide
Raise capital, not regulators’ eyebrows. File with the SEC fast and accurately with this template…
Template
Argyle Basic Proxy Statement Design Template
This pre-designed document will help your team prepare elegant proxy disclosures directly from the…
Template
Off Calendar Reporting Dates Table
Make each roll-forward easier than the last. Set up your dates in this customizable spreadsheet,…
Service
Clearview Enterprise and Audit Risk Assessments
Integrate your enterprise and audit risk assessments with this customized model from Clearview…
Service
SAP Data Source Integration
C5 has partnered with Workiva to deliver seamless integration with various SAP solutions,…
Service
Column5 Assessments
A C5 Assessment is key to unlock ROI from your existing reporting and analytics solutions - a…
Service
Deloitte Annual and Interim Financial Reporting
Reduce the production time and effort in your financial reporting process through Workiva’s…
Service
Postgres Connector by Clearview via the Workiva Platform
Gain back valuable time and reduce the likelihood of error through data automation.
Service
Microsoft SQL Connector by Clearview via the Workiva Platform
Gain back valuable time and reduce the likelihood of error through data automation.
Service
Netsuite Connector by Clearview via the Workiva Platform
Gain back valuable time and reduce the likelihood of error through data automation.
Service
CFO Solutions Wdata HFM Automation
Increase refresh times and accuracy, while reducing manual intervention, with data automation via…
Service
Business Wire Press Release Tab
Quickly and securely transfer earnings press releases and other material disclosures from the…
Service
Workday Connector by Clearview via the Workiva Platform
Gain back valuable time and reduce the likelihood of error through data automation between Workday…
Template
Argyle Style Guide for Document Design
Prepare clean, thoughtfully designed documents in the Workiva platform using this preset style…
Service
Deloitte Regulatory Updates and Local GAAP Model Financial Statements for GSR
Stay up to date with regulatory changes impacting local GAAP financial statements including note…