Can’t Wait to See You at Amplify 2026

Speaker: Matt Williams
Date & Time: Tuesday, Sept. 15 I 11:30 AM – 12:30 PM PDT

Many user access reviews are still managed through disconnected spreadsheets, emails, and manual follow-ups, resulting in inefficiencies, inconsistent execution, and audit risks. This session walks through how organizations can transform UAR into a structured, repeatable, and auditable process using the Workiva platform. Attendees will see how automation replaces manual effort across the full lifecycle, from review assignment through remediation and verification, while maintaining transparency for auditors and stakeholders. 

Speaker: Phil Harrison (Citrin Cooperman), AJ Watson (Workiva)
Date & Time: Tuesday, Sept. 15 I 11:30 AM – 12:30 PM PDT

PE-backed companies are facing increasing pressure from sponsors to deliver faster reporting, real-time visibility, and stronger governance to accelerate value creation, support portfolio oversight, and maintain transaction readiness. This session explores how finance leaders are modernizing reporting, data foundations, and finance operations to improve scalability, efficiency, and decision-making while creating a stronger foundation for AI.

Speakers: Scott Freinberg (Citrin Cooperman), Brady Perkins (Citrin Cooperman), Megan D’onofrio (Workiva)
Date & Time: Tuesday, Sept. 15 I 2:30 – 3:30 PM PDT

Most pre-IPO companies treat internal controls as an afterthought — something to worry about after the bell rings. The companies that go public with confidence treat SOX readiness as a strategic advantage. And with AI, building that advantage is quicker than you think.

This session puts the new IPO playbook in your hands. Hear from Scott Freinberg and Brady Perkins from Citrin Cooperman as they walk through what it takes to build a strong internal controls foundation, where most pre-IPO companies fall short, and how Workiva changed the game for them across both controls and financial reporting.

Then see it in action. Watch how Workiva streamlines the entire SOX readiness process and where AI makes it faster. Don't let internal controls become your IPO's biggest liability. Make them your biggest asset.

Date & Time: Tuesday Sept. 15 I 6:00 – 9:00 PM PDT
Location: ¡VIVA! at Resorts World

After a full day of learning and networking, join Citrin Cooperman for an evening of drinks, hors d’oeuvres, and conversation at a vibrant Mexican restaurant inside Resorts World. Connect with peers, exchange ideas, and enjoy a fun, casual atmosphere with the Citrin Cooperman and Workiva teams, as well as fellow Amplify attendees. We have limited spots, RSVP now!

RSVP for Happy Hour  

Speaker: Phil Harrison
Date & Time: Wednesday, Sept. 16 I 9:30 – 10:30 AM PDT

Let us show you how we're putting Claude to work with Workiva. See AI interacting with your Workiva Workspace from the AI tools you already use (e.g., asking questions about your sustainability program, management reports, and roll forwards) without ever opening the platform. See AI from within: agents, workflows, and scripts doing real work inside a governed environment. We will cover what it actually takes to run them safely in production. Citrin Cooperman is already leveraging Workiva as an AI platform for real clients, and we will show you how to make it successful. The Workiva platform has always been secure. Come see how it’s also open, and why the platform you already trust is where your AI future is built. Then build with us.

Speaker: Phil Harrison
Date & Time: Wednesday, Sept. 16 I 10:45 – 11:00 AM PDT

Want to go deeper? Join Citrin Cooperman and a featured client for an interactive deeper dive following our main-stage session “How Citrin Cooperman is Putting Claude to Work with the Workiva Platform.” Hear firsthand how AI is being used within Workiva to solve real business challenges and get your questions answered by practitioners who are putting these solutions to work today.

Speakers: Heather Verhagen (Citrin Cooperman), Ed Kennedy (Workiva), Linda Metzmaier (First Commonwealth Bank), Jeff Wilson (Park National Bank)
Date & Time: Wednesday, Sept. 16 I 9:30 – 10:30am PDT

Risk leaders are under pressure to do more than manage compliance. They’re expected to advise the board, anticipate emerging threats, and demonstrate that their programs are built for decisions and not just documentation.

During this panel in collaboration with Citrin Cooperman, CROs from leading financial institutions will share how they’ve used integrated GRC technology to connect controls, KRIs, and regulatory obligations into a single executive view — and what it actually takes to transform a risk program from defensive posture to strategic advantage.