Join us on December 7, 2017 at 11 AM PST | 2 PM EST

Gear Up for Year-End Financial Reporting

5 Strategies That Will Improve Your Output


Laura Wanlass is a Partner and the Corporate Governance Practice Leader at Aon plc.

Katie Jones 
Implementation Manager, Disclosure Management

Laura Wanlass is a Partner and the Corporate Governance Practice Leader at Aon plc.

Jason Martin
Manager, Disclosure Management Services

Improving the quality of your company’s financial reports is a critical element to your job, but looming deadlines and disjointed workflows can make this task feel impossible. Even when time is not on your side, there are strategic processes you can implement today that will streamline your company’s financial reporting process while improving quality.

Join Certent’s Disclosure Management service experts Jason Martin and Katie Jones as they:

  • Explore strategies to document key reporting processes 
  • Discuss formatting best practices that improve readability
  • Review research tactics that reduce compliance risks
  • Identify key XBRL concepts for high quality filings
  • Determine key evaluation criteria for solutions


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See How You'll Gain

 Strategies to document key reporting processes

Formatting best practices that improve readability

Research tactics that reduce compliance risks

Key XBRL concepts for high quality filings 

Cost: Free

Program: Group Internet Based

Prerequisites: None

Advance Preparation: None

Credits: 1 CPE credit

Subject Area: Specialized Knowledge

Level: Basic

For more information regarding refund, concerns and program cancellation policies, please contact us at

Certent, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its

Meet The Experts

Katie Jones

Katie Jones is an Implementation Manager for our Disclosure Management solution at Certent. In addition to helping new clients successfully transition onto the Disclosure Management platform, she specializes in document set-up and HTML review ensuring our clients file the highest quality documents with the SEC. Since joining the company 2 years ago as a financial reporting specialist, Katie has helped a myriad of companies improve their external and internal reporting processes.

Jason Martin

With vast experience in accounting and specialized expertise in XBRL, Jason works directly with his clients to efficiently implement reporting solutions. As Manager of XBRL services at Certent, Jason has extensive knowledge in XBRL taxonomies and tagging, as well as a strong awareness of SEC regulations and US GAAP requirements. He combines his clients’ unique filing objectives with XBRL data modelling, mapping and tagging, meeting both regulatory criteria and best practices. With his background in accounting and his specialty in XBRL, Jason is uniquely qualified to generate XBRL filings that not only meet regulatory requisites, but also set his clients up for success in their future filings.

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