Webinar Recording

CAFR and Report Publishing Simplified

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Effective communication is especially critical for public sector agencies as they share important information, articulate strategy, and influence outcomes for different stakeholders.

Comprehensive Annual Financial Reports (CAFRs), budget documents, briefs for administrators, and charts for council presentations are essential, but preparing them requires disproportionate staff time. Desktop publishing solutions from Microsoft, Adobe, or Lotus often fall short for producing your organization’s CAFR and budget documents. They were not designed for collaboration or leveraging a single source of data for multiple business processes. As a result, duplication and errors plague document creation processes because source data changes without updates carrying over or when team members cannot collaborate.

Taking advantage of cloud-based technology allows for real-time collaboration and updates, offering a better way to publish your organization’s vast array of documents and presentations without the frustration. That is why OpenGov has partnered with Workiva to deliver OpenGov Report Publishing™ powered by Wdesk. In this webinar, learn how OpenGov can help your organization improve report publication by making repeated publishing sustainable, maintaining version control, integrating financial data for easy updates to printed documents, and helping you include stunning visuals.

In this webinar, you will learn how governments are using cloud-based technology to:

  • Easily integrate updates to PDFs and printed documents from source financial tables.
  • Tell a complete story by combining charts and narrative in the same report.
  • Maintain data accuracy with a single source of truth.
  • Add efficiency and transparency to budget book and CAFR processes.

Presented By:

Cathlyn Coons
Subject Matter Expert, Workiva

Ms. Coons is currently the Subject Matter expert for the State, Local, and Education team. She has 20 years of professional accounting experience, 10 years with SAIC, and then Sempra Energy, and the last 10 years with San Diego Association of Governments (SANDAG). Her professional experience includes 2 ERP system upgrade projects, preparation of both SEC and governmental financial statements, and various complex, special projects. Additionally, she taught for 4 years at San Diego State University as part of the Management Information Systems Department in the College of Business and later in the Rhetoric and Writing Studies Department. She earned a Masters in Science in Accountancy from San Diego State University and a Bachelor of Science, Business Administration from University of North Carolina, Pembroke.

Adam Stone
Solutions Engineer Manager, OpenGov

Adam Stone served for five years as Greenwood, Indiana’s Controller prior to joining OpenGov. He serves as a Solutions Engineer Manager and is responsible for assessing and communicating technical requirements for prospective users of OpenGov’s Smart Government Cloud™. He holds an active CPA license and received a Bachelor's Degree in Accounting and Finance from Indiana University.

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CAFR and Report Publishing Simplified