Name: Tips to Improve XBRL Quality in SEC Disclosures
Start: 2023-10-26T17:05:00Z
End: 2023-10-26T17:05:58.000Z
Location: BrightTALK

Workiva’s mission is to power transparent reporting for a better world. We believe that consumers, employees, shareholders, and other stakeholders today expect more from business – more action, transparency, and disclosure of financial and non-financial information. We build solutions to meet that demand and streamline processes, connect data and teams, and ensure consistency – all within a controlled, secure, audit-ready cloud platform.

Workiva delivers the world’s leading cloud platform for regulatory, financial and environmental, social and governance (“ESG”) reporting. Workiva provides more than 4,300 organizations with software-as-a-service solutions to help solve some of the most complex reporting and disclosure challenges. People all over the world use our connected, cloud platform to seamlessly enable collaboration and deep integration into existing work streams to simplify their most complex reporting challenges.

Organizations have seen measurable impacts from using artificial intelligence, according to new survey research released by Workiva, but AI maturity in organizations is still lagging.  

Join this webinar to hear more results of the survey and get an outside perspective from PwC, along with Workiva Industry Principal Chelsea Hall, on steps to help unlock the potential of AI while mitigating associated risks. 

After this event, you will be able to:

- Identify areas that are ripe for AI to deliver measurable impacts
- List steps leaders can take to enhance the value gained from AI and build trust 
- Describe the risks of unleashing AI without high-quality data or governance strategies

Responsible AI: Lessons from 2025

Hundreds of companies have now published their first CSRD-compliant reports. For many, implementing CSRD in the first year meant navigating complex cross-functional processes and overcoming challenges with fragmented data silos. Companies also developed new capabilities such as identifying broader impacts, risk and opportunities and integrating controls for non-financial reporting teams.

Now is the time to establish benchmarks that enable companies to optimise and unlock more strategic value from CSRD reporting in 2025. 

Drawing on original research into the first wave of CSRD reports, PwC's Nadja Picard and Lynne Baber will outline practical steps that Wave 1 companies can take now to enhance their FY25 reporting. Jessica Brieger, Senior Manager Social Impact at AMG Invest GmbH, will share key insights from preparing the company’s first CSRD-compliant sustainability statement and integrated annual financial and sustainability report using the Workiva platform. Plus, Workiva Industry Principal Graeme Fleming will highlight how companies can optimise controls, integrate risk management and streamline third-party assurance.

After this webinar, you will be able to: 

- Outline how to benchmark your CSRD report and IROs against peers and apply insights to refine your FY25 approach
- Determine how to streamline double materiality assessments, data management, and cross-functional coordination
- Identify opportunities to enhance assurance-readiness for your next reporting cycle

CSRD in Practice: Benchmarking, Simplification and Assurance—Best Practices for FY25

AI is supposed to make your work easier. But are researching, evaluating, and trying to choose the right AI tools creating even more work for your team?

Get your AI questions answered in this webinar.

Dan Chuparkoff, former technology leader at Google, McKinsey, and Atlassian, and Chelsea Hall, Industry Principal at Workiva and former corporate controller, will walk you through the realities of AI evaluation and application. You’ll get straight talk on how teams are effectively using AI today, where other teams fall short, and how keeping “humans in the loop” can make your job more meaningful.

You can learn more about AI technologies specifically built for reporting, analysis, audit, and risk management tasks, as well as how to avoid potential pitfalls or overpromises of off-the-shelf AI tools. We’ll also share tips on how to make a business case for the AI you want.

Before settling for a one-size-fits-most AI technology, be sure to watch this webinar. Here's what people are saying after viewing this webinar:

"This was an incredibly informative webinar - the best AI-related webinar for beginners that I have seen - thank you!" 

"Loved this! Might be the best Workiva CPE yet!"

"Best presenter in any webinar I have ever attended. Thank you Dan Chuparkoff!"

"Great Presentation!! I am so glad I was able to attend. Dan did a wonderful job in explaining AI. Everyone in my company should watch this presentation. Thanks, Workiva."

AI for the Office of the CFO: Selecting The Right Tool for the Job

In a recent Workiva-commissioned study by Forrester Consulting, 76% of business leaders stated that clearly communicating an organisation’s sustainable value story is critical to investor relations and liquidity. How are today’s leading organisations unlocking and preserving value, improving stakeholder trust and increasing access to capital through their approach to sustainability?

Join ESGToday, ISSB and Workiva as they discuss current trends in integrated sustainability reporting, including how enterprises are connecting their sustainability activities, goals and metrics to enterprise value to determine their key areas of focus. Our panelists will unpack Workiva’s recent survey results, explore the latest developments from the ISSB and provide practical guidance on leveraging sustainability reporting standards to gain a competitive edge in the market.

Unlocking Enterprise Value: How Integrated Financial and Sustainability Reporting Drives Performance

Comply with confidence.

California has set a new bar for corporate climate disclosure with SB 253, SB 261, and SB 219. Whether you're preparing to disclose GHG emissions or assess climate-related financial risks, this two-part series will help you navigate key requirements and build readiness across your organization.

Join us to explore what these laws mean for your business—and how Workiva can support your path to compliance.

Navigating California's Climate Laws: Turning Compliance into Competitive Advantage

Executives are navigating significant challenges—from recent political changes following a global election year and complex regulatory pressures to persistent inflationary concerns. Yet amid the noise, one priority remains clear: maintaining a sharp focus on the needs of their key stakeholders.
In this webinar, subject matter specialists will discuss insights from the 2025 Executive Benchmark on Integrated Reporting—a Workiva-commissioned global study examining the perspectives of more than 1,600 executives and institutional investors on the increasing demand for integrated financial and sustainability reporting.
Watch this discussion on how recent elections are influencing corporate strategies, why executives and investors remain optimistic about integrated reporting's role in driving long-term value creation, and how technology can play a pivotal role in unlocking organizational value.

Lead Through Uncertainty: Value Creation in a Shifting Landscape

It’s no secret that internal audit teams are being asked to do more with less. Along with increasing expectations to expand the scope of their work, internal auditors are also being challenged to enhance communication with stakeholders that motivates positive change. In this webinar, Clearview and Workiva will share ways you can maximize your time with the audit committee and other key stakeholders by providing the timely, data-driven, and impactful information they want.

After completing this session, you'll be able to:
-Explain what information and communication audit committees, executive teams, and other stakeholders are really looking for from internal audit teams
-Identify ways you can automate parts of the audit reporting process to get more time back for value-added activities
-Demonstrate how generative AI can help improve the quality, impact, and speed of your communication with stakeholders

The Language of Influence: Strategies for Engaging Audit Committees and Stakeholders

Anticipated and unforeseen shifts in ESG’s evolution will reshape how businesses worldwide operate and report. In our upcoming webinar “Everything Changes in ESG: Be Ready,” a panel of ESG experts will explore how companies can effectively reorient and ensure resiliency in this increasingly complex and varied regulatory terrain, with talking points that include: 

-Approaching CDP reporting changes to create quality, transparent disclosures that minimize risks and establish your organization as a climate reporting leader
-Managing evolving stakeholder pressures, including regulatory developments and enhanced scrutiny of corporate ESG goals and board oversight of sustainability-focused business practices
-Sharing how technology can ease data-gathering complexities and resource constraints and improve efficiency and effectiveness of ESG initiatives

Everything Changes in ESG: Be Ready

Organizations worldwide face increasing pressure from regulators to deliver more detailed reports on their sustainability practices. Consequently, business leaders must integrate a multitude of financial and non-financial data to meet these regulatory requirements. With 88% of surveyed practitioners believing integrated financial and sustainability data enables better long term value-creation, many are recognizing this effort as an opportunity to shift toward sustainable innovation, driving new value for their organizations and strengthening stakeholder trust.

Are you ready to unlock the hidden ROI of your sustainability initiatives? 
In this webinar, learn directly from Workiva and PwC experts. They’ll share insights on navigating this journey and demonstrate how to quantify sustainability efforts through assured integrated reporting to improve business decisions and outcomes. 

Don’t miss the chance to turn your green efforts into measurable success!

After this webinar, you’ll be able to:
-Determine how sustainability initiatives can enhance overall business performance, build trust among stakeholders, drive innovation, and create long-term value
-Identify various methods and tools organizations use to measure and quantify the impact of their sustainability efforts, and how tech enables them to track progress
-Discover insights from speakers as they showcase how integrated reporting, anchored in trusted data, transforms sustainability initiatives into tangible, measurable outcomes

Unlocking the ROI of Sustainability: Driving Value and Trust in the Transition to Innovation

Join Workiva and Verdantix for a comprehensive review of the state of environmental, social, and governance (ESG) and sustainability reporting practices, focusing on insights derived from surveys and interviews conducted by Verdantix. This study involved in-depth online surveys and interviews with more than 400 decision-makers from diverse roles across sustainability, finance, audit, and risk within large organizations in the United States, Europe, and Canada.

The study reveals the ways in which organizations are preparing for new assurance requirements. This webinar will discuss the key takeaways from the survey, shedding light on the strategies organizations are adopting to get ready for ESG assurance requirements. 

In this webinar, you’ll learn how companies are:
-Driving alignment between the CFO and CSO organizations
-Creating new ESG controller positions
-Developing robust ESG controls and governance
-Working with internal and external audit teams to meet these new expectations
Join us as we explore the crucial aspects of building an effective ESG reporting strategy that can help organizations meet assurance requirements. We’ll also examine the role technology plays in supporting and bolstering confidence in the ESG reporting process as more teams collaborate to deliver assured integrated reporting.

The Evolving Role of CFOs and CSOs: Preparing for ESG Assurance

If you’re looking to learn how other companies are preparing for the Corporate Sustainability Reporting Directive (CSRD), this educational webinar is for you! View this on-demand webinar as we dig into the current CSRD requirements, what companies are doing to get ready to meet these new standards, and how they’re impacting ESG, legal, finance, audit, and risk teams today. 

Learning objectives:
-Discover insights into the challenges and lessons other companies have learned on their journey to CSRD readiness
-Describe what the CSRD is, why it matters, and the impact it will have across your organization
-Recognize the role ESG, legal, audit, risk, and finance professionals will play in CSRD
-Outline actions your company can take to get its house in order today to help ensure you are prepared for the CSRD 
-Develop a roadmap for your CSRD readiness journey, including a timeline, key activities, milestones, and how technology can aid along the way
-Identify actionable next steps your organization can take after completing a double materiality assessment, starting with scope and approach

Navigating the CSRD: Lessons Learned Along the Road to Readiness

State of the Market: Regulatory Compliance Isn't Enough 

To mitigate strategic, operational, financial, and reputational risks in today’s world, organizations are rethinking long-held reporting practices and ideas of how teams should work together. In an executive briefing, speakers from KPMG and Workiva will provide a high-level look at:

-Survey results from the 2024 Executive Benchmark on Integrated Reporting
-Updates on regulations including the SEC climate disclosure rule
-Companies’ current state of readiness for integrated reporting

A Roadmap for Regulatory Readiness | KPMG 

The Business Imperative and Benefits of Integrated Reporting and Compliance

As corporate reporting, sustainability, and audit and risk teams face more and more integrated reporting and compliance requirements and the “SOX-ification” of more disclosures, there is an increasing need to leverage tools to drive efficiency and effectiveness. Learn about emerging best practices for risk assessments and testing functions for integrated reporting.

Learning objectives:
-Recall emerging leading practices to integrate regulatory compliance and assurance functions
-Describe the risks and costs related to disaggregated risk assessment and assurance functions
-Identify opportunities for an integrated technology environment to drive efficiency in reporting and controls processes

State of the Market & A Roadmap for Regulatory Readiness

This course will provide an overview of the changes implemented in the 2024 US GAAP taxonomy. This program is designed for Certified Public Accountants, other accounting professionals, and financial professionals. 

After this webinar, participants will be able to:

-Identify the changes introduced into the 2024 US GAAP Taxonomy related to structural design, accounting standards updates, and topical projects
-Quantify element and technology changes in the 2024 US GAAP Taxonomy
-Share insight into taxonomy revisions and migration expectation

2024 US GAAP Taxonomy Updates

In this on-demand webinar, you’ll hear from speakers Cynthia Cooper, WorldCom whistleblower and former VP of Internal Audit, Michael Schor, Partner—Risk & Financial Advisory Practice at Deloitte, and Grant Ostler, Industry Principal at Workiva, on recent regulatory developments related to environmental, social, and governance (ESG), the risks of greenwashing and greenhushing, and the various types of ESG fraud. They emphasize the importance of building strong governance, creating an ethical culture, and integrating ESG into a company’s core values to help prevent fraud.

Combating ESG Fraud

A willingness to explore new technology can create opportunities for both your career and your organization, as Workiva Chief Accounting Officer Junko Swain can attest. While working for companies including eBay, Apple, and Upwork, Junko has participated in two IPOs, multibillion-dollar acquisitions, a monthly close cycle of four business days, and putting together SEC filings to help her company launch a $500 million convertible debt offering in eight business days. Join this webinar to uncover opportunities presented by generative AI and integrated reporting software for financial reporting teams.

After this webinar, you will be able to:
-Identify areas of financial reporting that could benefit from automation, digital transformation, or controlled use of generative AI
-Recall strategies for managing risks and opportunities presented by new technology
-List components for a smoother adoption of new solutions

A Tech-Driven Career Path to Chief Accounting Officer

With a rapidly-changing regulatory environment, a growing shortage of trained professionals, and other macro challenges, today’s internal audit, risk, and compliance professionals are faced with increasing demands to “do more with less” and to help their organizations build resilience against emerging risks. 

While auditors have leveraged elements of artificial intelligence (AI) and data analytics for years to help them tackle expanding demands, the release of several generative AI models has introduced even more opportunities for internal auditors to transform processes with technology.

Join us as we explore ways internal auditors can broaden their use of data analytics, apply AI—including gen AI—to add more value not only to their own team, but also by expanding the use of technology across the first and second lines as well. We’ll also examine the risks AI introduces, strategies for mitigating these risks, and practical examples of how audit departments are using AI.

Learning objectives: 
-Understand how internal auditors are leveraging data analytics, bots, and other forms of AI to gain efficiencies and expand coverage
-Discover how gen AI can help internal auditors enhance their understanding of risks facing their organization
-Recognize risks inherent in the use of AI, determine steps internal auditors can take to mitigate those risks, and discuss what auditors should consider as regulations around AI evolve
-Outline specific examples of how internal auditors are using AI to increase their impact on their organizations

Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates or related entities.

Maximizing Internal Audit's Impact with AI & Analytics

Get a glimpse into the current state and future trajectory of business reporting and technology. Join Workiva and PwC for a one-hour webinar March 14, when we’ll discuss results of a new survey highlighting the role of emerging technologies, the importance of third-party assurance, evolving environmental, social, and governance (ESG) regulations, and labor challenges. 

Workiva commissioned the survey of over 800 corporate executives and 100 institutional investors across Canada, the United States of America, and Mexico to help gain insight into how executives and investors align when it comes to issues influencing business reporting, as well as investor confidence in financial and ESG disclosures. By offering informative insights on emerging trends in business reporting, this webinar is designed to help equip leaders with data so they can make better-informed decisions, develop strategic plans, and foster greater trust and transparency in data. 

In this webinar you will learn how to:
-Identify technology solutions to help you adapt to evolving business reporting requirements 
-Apply key insights from the survey to your company’s strategy for providing assured integrated reporting
-Compare your company’s regulatory readiness to those of survey respondents
-Summarize challenges related to meeting business reporting requirements in 2024

Staying Ahead of Corporate Reporting Regulations

The Securities and Exchange Commission is closely reviewing iXBRLTM tags within disclosures. As a leader in iXBRL software and services, Workiva wants to help you be prepared. 

Join us October 25 to discover how to strategically address iXBRL quality issues with the help of panelists who will walk you through areas that have frequently raised questions. They will also provide guidance on how to avoid common oversights in the iXBRL presentation of disclosures.

After this session you will be able to:

-Analyze XBRL® data quality issues to improve your tagging
-Examine XBRL documents to look for improvement opportunities
-Create a systematic approach to updating XBRL documents

Tips to Improve XBRL Quality in SEC Disclosures

XBRL

Software and Services

Data Quality

Documents

Disclosure

eXtensible Business Reporting Language

Data Best Practices

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Tips to Improve XBRL Quality in SEC Disclosures

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