SEC/securities counsel at pubcos - do you use Workiva? Our accounting team is onboarding them right now (I'm a new hire and not very familiar with the platform). What are the best ways to learn it? Any tips/tricks/things for sure I should know about?

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Yes pretty sure almost every f500 pubco uses them. Its super easy. Make sure you external reporting/control team gets trained since they should be the ones that own the filings. Otber than that just get tutorials and web trainjng from your workiva rep​

And also make sure it stays with them. I had reporting people try to pass off the filings to me. It was horrible, as it’s sometimes quite easy (especially with form 4s) to make mistakes.

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I like and hate it. Like that I can make easy changes directly and quickly instead of having to wait for a printer and sign off. Hate how clunky it is and unintuitive some of the UI and features are. And when you try to file sometimes it shows that there's an error and proceeds to not tell me what the error is.... Can be absolutely infuriating at times

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