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On-Demand Webinar

How to Accelerate and Transform Your Financial Reporting

A webinar on the most common issues plaguing reporting functions and, most importantly, how you can infuse more speed, accuracy, and insight into the process.

Future-Proof Your Financial Reporting

Join specialists from Embark and Workiva for a live webinar on the most common issues plaguing reporting functions and, most importantly, how you can infuse more speed, accuracy, and insight into the process. From nuanced inefficiencies to massive bottlenecks, we’ll dissect what’s at the root of slow, unreliable reporting and explore the benefits a capable reporting solution can provide to leadership, organizations, and stakeholders alike.

CPE Webinar

Learning objectives:

  • The importance of a thorough discovery process in identifying reporting issues

  • Common ailments – formatting, manual processes, disparate data, month-end close & more

  • Developing faster, repeatable & scalable reporting processes

  • How a purpose-built reporting solution enhances collaboration and streamlines financial reporting

View our webinar

CPE Webinar

Learning objectives:

  • The importance of a thorough discovery process in identifying reporting issues

  • Common ailments – formatting, manual processes, disparate data, month-end close & more

  • Developing faster, repeatable & scalable reporting processes

  • How a purpose-built reporting solution enhances collaboration and streamlines financial reporting

Meet your hosts

Sarah Kieffer

At Embark, Sarah manages projects in several areas, including SEC reporting, technical accounting, process improvement and automation, consolidations, and foreign currency projects.

 

Sarah started her career at EY and Deloitte auditing various energy companies. Afterward, she spent nearly a decade in key SEC and financial reporting roles, primarily focusing on the energy and infrastructure industries.

Leeds Latham

As a Senior Manager with Embark’s Business Transformation practice, Leeds manages engagement teams on a variety of technical accounting, financial reporting, and Workiva-related projects.

 

Leeds began his career in KPMG’s audit practice, working with clients from a spectrum of industries, including healthcare, higher education, and not-for-profits.

Josh Gertsch

Josh is a Senior Industry Principal at Workiva. Previously, Josh served as a Director of Finance and Controller for Backcountry.com, a private equity owned, online retailer of outdoor products, and as a Senior Manager for KPMG, a multinational professional services leader.

 

His experience includes multiple initial and secondary offerings, business combinations and mergers, financial statement audits, SOX audits and implementation, management reporting, income and sales taxes, treasury, insurance, and systems integrations.

For questions, comments, or concerns about this course program, please contact . Due to this program being offered free of charge, there will be no refunds issued. Embark is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 

 

Future-proof your financial reporting