Simple Registration

When:  May 20, 2026 from 12:00 PM to 02:00 PM (PT)
Where:   PubMatic, 601 Marshall Street, Redwood City, CA, 94063, US
Community:   San Francisco

When & Where



PubMatic
601 Marshall Street
Redwood City, CA 94063
US

May 20, 12:00 PM - 02:00 PM (PT)


Description

Summary

This interactive, user‑led roundtable brings together experienced Workiva practitioners for a practical discussion on getting more value out of the Workiva Reporting module. Through real‑world examples, peer‑shared tips, and live demonstrations, attendees will exchange proven techniques, common pitfalls to avoid, and repeatable workflows across documents, spreadsheets, and presentations. The session is designed to be highly participatory and focused on takeaways participants can apply immediately.
Description

Join the Bay Area Pro Group for a hands‑on, peer‑driven discussion focused on best practices within the Workiva Reporting module. This session moves beyond product overviews and into how teams are using Workiva day‑to‑day to streamline reporting, improve collaboration, and reduce manual effort.

Led by Tyler Peskin (Eliassen Group) and Mickey O’Connor (Workiva), the roundtable will feature open discussion, practical tips from real implementations, and live demonstrations of commonly used (and often underutilized) features. Attendees are encouraged to share their own experiences, challenges, and workflows to make this a highly collaborative learning environment.

Learning Objectives

  • Identify practical, real‑world tips to streamline reporting workflows in Workiva documents, spreadsheets, and presentations
  • Recognize common reporting pitfalls and learn how peers are avoiding or resolving them
  • Apply repeatable techniques to improve collaboration, version control, and content reuse

Duration: 60 mins
Continuing Education: 1 credit
Field of Study: Information Technology

Pricing

registration type
regular
    All Registrants
Free

Contact Information

Tyler Peskin

(215) 779-9476

tpeskin@eliassen.com