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Workiva Beyond the Basics


Wednesday, September 25, 2019 from 8:00 AM to 4:30 PM (MDT)

Workiva Beyond the Basics

Ticket Information

Ticket Type Sales End Price Fee Quantity
Day of training Sep 23, 2019 $1,495.00 $0.00
Day of training (Groups of 3+) Sep 23, 2019 $750.00 $0.00

Event Details

Gain the core knowledge to use the Next Generation of Wdesk to solve some of your most sophisticated reporting challenges. This is a day-long, workshop style, LIVE classroom event. Computers will be provided by the training facility.

In this class, instructor Caitlyn Vestal will get you started by walking you through how to set up and add people to your Organization and Workspaces as well as assigning those people the proper permissions and access levels. She will then start in Home where she will show you how to use projects and folders for organization as well as how to move files across Workspaces to share with other teams. After going over set up and organization, Caitlyn will dive into the key features and functionality of Documents, Spreadsheets, Presentations and Charts. Throughout the day you will hear time saving tips and discuss ways Wdesk can optimize your processes and allow you to have full confidence in your numbers and gain control and consistency across your reports.

Topics include:

  • Setting up your Organization and Workspaces

  • Giving people access to Wdesk

  • Projects, folders and file organization

  • Document editing, formatting and time saving tips

  • Bringing data into a Spreadsheet

  • Link data from a Spreadsheet to other Wdesk reports

  • Using link properties

  • Creating Presentations and Charts


Field of study: Computer Software & Applications


Course level: Intermediate


Prerequisites: This program is designed for professionals with basic knowledge and experience in the area of finance and accounting in corporate environments, and a basic working knowledge of the Workiva platform. Before signing up for this class you should know what Workiva does/is, and be able to identify a document, workbook and presentation. Most learners have already created a few reports on your own, filed with the SEC several times, or created an IR slide deck with the Workiva.


Advanced preparation: There is no advanced preparation required for this course. If you'd like a list of related available eLearning, please contact your CSM or browse the catalog on Wdesk University.


Delivery method: Group live


Earn up to 8.0 CPE credits


Seats are limited. When you register by September 16th, you'll receive an early-bird discount. Registration ends September 23rd.


Click here to learn more about CPE credits, course content, and the presenter. 




What is the dress for the event?

Business casual


Do I need to print my ticket?

There is no need to print off this confirmation email or any tickets. Your name will be on the attendee list at the event.

Is there a cancellation policy?

Yes, cancellations must be made 48 hours prior to the beginning of the event to receive a refund. No partial credit will be issued. If Workiva cancels the course, registrants receive a 100% refund.

For information regarding administrative policies, such as complaint and refund, please email

Have questions about Workiva Beyond the Basics? Contact Workiva

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When & Where

MicroTek Training Facility
999 18th Street
South Tower
Denver, CO 80202

Wednesday, September 25, 2019 from 8:00 AM to 4:30 PM (MDT)

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Workiva, the leading cloud provider of connected data, reporting, and compliance solutions, is used by thousands of enterprises across 180 countries, including more than 75 percent of Fortune 500® companies, and by government agencies. Our customers have linked over five billion data elements to trust their data, reduce risk, and save time. For more information about Workiva (NYSE:WK), please visit

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