Back to Basics: Formatting Fundamentals Equal Remarkable Reporting


Go back to the basics with us and learn actionable takeaways you can incorporate in your next filing.



You’ve been in financial reporting for years, or maybe you’re new to the job. Either way, you know formatting can make all the difference to your internal and external reporting processes and can significantly impact the experience of your readers. 

In this 60 minute recorded webinar, you will gather tips and tricks to improve your financial reporting game and reinforce your formatting skills from Sean Sandoval, Director of Education and Product Enablement at Certent, and Raymond Ong, Senior SEC Quality and Audit Manager at Certent. Go back to the basics with us and learn actionable takeaways you can incorporate in your next filing including:

  • Critical Excel® formatting tricks to optimize output Microsoft® Word tips that will improve the readability of your documents
  • Key elements that will make your financial documents more engaging
  • Crucial Microsoft shortcuts that are essential to saving valuable time

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“My favorite thing about working with Certent is just the people. They’re passionate about what they do and I love that. I’ve found a group that I can identify with that really takes ownership of the knowing the numbers, knowing their subject matter and that is important to me. ”

- Monica B.,

Resources Global Professionals

“Now that we have implemented Certent, we have a much more efficient process to update tables in the document immediately and can utilize multi user performance. For someone considering Certent, the customer service level is what sets them apart. ”

- Elliott B.,

LifePoint Health

“Prior to using Certent, I only had experience reviewing XBRL. Without much of a learning curve, I am now doing the XBRL tagging myself. The customer service at Certent is also exceptional. I am very happy to have chosen Certent for our filing needs. I would definitely recommend Certent. ”

- Bobby R.,

Southwest Bancorp, Inc.

About Certent

Certent, Inc. is a leading provider of software and services for equity compensation and financial disclosure management and reporting. Founded in 2002, Certent serves more than 2,400 public, private, and pre-IPO companies with innovative stock plan management, regulatory compliance and reporting technology. With five global offices, Certent delivers confidence across mission-critical finance and HR processes.

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