Hey Jake,
We went through the route of trying to bring XBRL in-house at my previous company. I was given the same message as you from Workiva in that they don't offer a formal in-person training. However, if you go through their learning hub, they have a lot of really good courses that give you a really good understanding of XBRL as well as specifics of how to manage within their Wdesk system. The other good resource I used was signing up for all of the XBRL sessions at the annual Workiva conference as there were a lot of them. We then transitioned out of our outsourcing arrangement with Workiva, reducing from full service to limited service which was about 5 hours per quarter and 10 hours at yearend. This allowed us to have a Workiva contact to review our tagging and XBRL work and ensure we were receiving less suggested changes over the course of one year. Hope that helps and good luck!
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Ashley Barton
Director of Financial Reporting
Universal Technical Institute
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Original Message:
Sent: 03-10-2023 05:37 PM
From: Jake Roldan
Subject: Recommended XBRL training
I know, right?! I will probably end up going with the cheap option – the AICPA training. Just got off a call with Deloitte and they provide robust training, but it's costly!
Original Message:
Sent: 3/10/2023 1:37:00 PM
From: Ida Kim
Subject: RE: Recommended XBRL training
Wow! The sent me to a 2 day training in DC . . . maybe they cut costs or no longer have after COVID? But they also have good videos that should be useful.
Kind regards, Ida Kim EVGO | Accounting Director, SEC Reporting/Technical Accounting |
(424) 610-9853 |
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Original Message:
Sent: 3/10/2023 1:26:00 PM
From: Jake Roldan
Subject: RE: Recommended XBRL training
Thanks for the feedback, Ida! We use workiva and our rep indicated they don't provide this kind of training. I will quote their exact response: "I don't believe we have 100% formal training but we have some good resources and also a good call on downloading the XBRL-Validation-Messages template from the marketplace."
This came as a shock to me. It sounds like they prefer to train through troubleshooting exact errors in a live filing vs. proactive training.
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Jake Roldan
Financial Reporting Manager
Clearwater Paper Corporation
Original Message:
Sent: 03-09-2023 01:59 PM
From: Ida Kim
Subject: Recommended XBRL training
Who currently does your XBRL for your filings? They should have trainings available for you. All of my providers provided good training!
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Ida Kim
Director
EVgo Inc.
Original Message:
Sent: 02-16-2023 06:16 PM
From: Jake Roldan
Subject: Recommended XBRL training
For those who prepare XBRL in-house, can you please recommend some good training options? Our team would like to participate in formal training to bolster our current knowledge with regard to XBRL.
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Jake Roldan
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