Ask An Expert Series – Workday Financial Management
How-to/Demos

Ask An Expert Series – Workday Financial Management

June 14, 2024
Explore the latest trends and insights within Workday Financial Management

Discover our Workday Financial Management Insight Webinar Series, an interactive and informative platform tailored for attendees to receive expert advice and insights about Workday Financial Management from experienced industry leaders. This series explores various dimensions of Workday Financial Management, showcasing best practices, professional tips, and efficient solutions to frequent challenges.

Table of Contents


Session 1

Financial Compliance and Controls for Workday Financial Management

In this session we cover the following topics.

  • Learn strategies for ensuring financial compliance and establishing internal controls within Workday Financial Management.
  • Implement best practices for core staffing workflows in Workday with an Agile approach:
  • Incorporating principals to backlogged change requests
  • Evaluating cross-functional impacts and how to test effectively
  • Migrating changes through well-documented production sprints

View the recording of the session below or download the presentation (PDF).




Session 2

Order-to-Cash Process Optimization

Discover expert insights on optimizing the order-to-cash process in this session. Explore invoicing lifecycle, revenue recognition, and reporting best practices, plus learn how machine learning (ML) features can help automate the cash application process. Unlock efficiency and revenue potential with us!

View the recording of the session below or download the presentation (PDF).




Session 3

Adapting to Regulatory Changes With Workday

Stay updated on regulatory changes impacting financial reporting and compliance requirements and learn how Workday can help organizations adapt to these changes efficiently.

Specifically, understand the role of Workday in adapting to changes in ASC 842 and ASC 606 standards.

View the recording of the session below or download the presentation (PDF).




Session 4

Unveiling the Future: Insights Post Workday Rising

Join us for an exclusive session as we dive into the key takeaways and insights gleaned from Workday Rising. Get a comprehensive overview of the pivotal topics covered, roadmap for the future and expert insights into the evolving landscape of HR, finance and technology.

View the recording of the session below or download the presentation (PDF).




Session 5

Advanced Reporting and Analytics with Workday Financial Management

Discover cutting-edge strategies for crafting bespoke reports, dynamic dashboards and insightful analytics in Workday Financial Management. See how the power of diverse reporting toolkits unlocks invaluable data insights and enhances visibility across your financial landscape.

Explore the intricacies of custom reports, dynamic dashboards, and the seamless integration of OfficeConnect.

View the recording of the session below or download the presentation (PDF).



Start Your Transformation

Let’s Build Your Workday Roadmap Together

Learn more about implementing Workday or how to continue the journey to the next phase with your existing Workday platform. Reach out to our Workday experts to build your Workday roadmap and maximize your technology investment.

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