Workiva Amplify 2024
Events and Conferences
Lionpoint is a leading Workiva implementation partner focused on the Financial Services industry bringing deep expertise across Asset & Wealth Management, Insurance, Real Estate, and Private Equity.
We invite you to attend our happy hour networking event on September 10th and our presentations on September 11th. Read below to register for the happy hour and learn about our presentations.
Lionpoint | Pigment Happy Hour Networking Zone
Tuesday, September 10th | 4:30pm – 6:30pm
Adams Foyer Space
Join us after a long day at Amplify to unwind, get your headshot taken, and network.
Lionpoint Speaking Engagements at Workiva Amplify
Unlock Effortless Reporting at Scale with Automated Batch Reporting
Wednesday, September 11th | 11:00am-12:00pm
Automated Batch Reports is a solution that simplifies and customizes reporting for organizations of all sizes, enabling efficient generation of tailored reports through advanced automation. This session will help you recognize the need for automated batch reporting, understand its benefits, create adaptable report templates, evaluate the value of transitioning from legacy processes, reduce risk through automation, and explore the advantages of integrating data with the Workiva platform.
Speakers:
Steven Schwarz (Lionpoint)
Sullivan Baker (Lionpoint)
Arthy Kumar (Workiva)
Tom Bevan (Citco)
Process Optimization: Discover – Identify – Enhance
Wednesday, September 11th | 2:00pm-3:00pm
This session aims to provide a comprehensive understanding of how to enhance Workiva builds by leveraging the platform’s latest features. Attendees will learn to streamline processes, improve efficiency, and unlock new capabilities using creative content placeholders, scripting, automation, and sustainable data structures with Wdata and Chains. The session will also cover strategies to revamp data intake, maximize ROI, reduce time spent on data refreshes and governance checks, and eliminate manual efforts, ensuring robust process governance within the Workiva ecosystem.
Speakers:
Dakota Rose (Lionpoint)
Ryan Sigmon (Lionpoint)
Visit Workiva Amplify 2024 to register for the conference and learn about more sessions.