Brett Miller
JPMorgan Chase & Co.

Hello. My name is Brett Miller. I'm the Co-Head of Software Investment Banking at J.P. Morgan. Today, it's my great pleasure to lead a discussion with Julie Iskow, the CEO of Workiva.

Workiva provides cloud software that helps enterprises collaboratively prepare, manage, audit and file complex financial, regulatory and sustainability reports with connected data and workflow automation. Before joining Workiva in 2019, Julie held various technology and product leadership roles at Medidata, HealthEquity, WageWorks and she took over the CEO role of Workiva in 2023. So Julie, thanks for being here.

Julie Iskow
CEO, President & Director

A pleasure to be here. Thanks for having me.

Brett Miller
JPMorgan Chase & Co.

So to start off, you have over 6,600 customers, including over 85% of the Fortune 1000. What is it about Workiva that resonates with the office of the CFO and particularly with these larger, more complex organizations?

Julie Iskow
CEO, President & Director

Well, you described what we do in the office of the CFO. We have a number of capabilities, 2 dozen solutions that we sell within the office of the CFO. And when you are in the office of the CFO, your data needs to be accurate. You're sending it to investors and to regulators and to boards and your data needs to be consistent -- data consistency, data accuracy, data integrity, but you also need to explain the data to auditors and to investors. And so there needs to be data traceability. You need to have data lineage. You need to know where it came from, what changes happened to it. At any point