Workday Consolidations Webinar Series

These recorded live webinars will help you learn about the latest features and leading practices for configuration and processes to meet your various business scenario needs.

Consolidations: The Basics  

In this video, we discuss and demonstrate Investment and Equity Account setup, Consolidation Types and Direct and Indirect Ownership. Learn configuration leading practices for Elimination, Translation, and Revaluation Rules. View reporting examples for full consolidation and equity method for unconsolidated investments.

The Monthly Consolidation Process

In this video, we discuss Workday recommended processes and steps to take for fast, efficient, and accurate real-time consolidated reporting during the monthly close cycle.

Consolidations: Ownership Changes

In this video, we’ll walk you through common scenarios and share the steps and processes to ensure you adapt with ease. Topics include:

• Ownership changes without change to level of control
• Step up Acquisition

Consolidations: Adapting to Change

In this video, we’ll walk you through common scenarios and share the steps and processes to ensure you adapt with ease. Topics include:

• Hierarchy Changes
• Deconsolidation
• New Acquisitions/Divestitures
• Reporting considerations

Use a CTA Statistic for Equity Pickup and Noncontrolling Interest

This video will take you through how to use a CTA statistic with your Equity Pickup and Noncontrolling Interest rules.

Planned Future Sessions

• Translation
• Complex Intercompany Scenarios
• Investment Balancing 
• Complex Ownership Structures
• Reporting Samples