Wintrust FP&A T eam Streamlines Management ReportingIn practice, this results in a significant number of individual outputs: quarterly reports, monthly spreadsheet- or presentation-based analytical packages, and some ad hoc reports with tight turnaround times. Using Workiva to streamline management reporting was a natural progression for Wintrust. Joel helped the company implement the Workiva SEC reporting solution in 2012. The bank also leverages Workiva for Sarbanes-Oxley compliance and SOX control certifications. When Joel transitioned from working on SEC reporting to FP&A at Wintrust, he recognized right away that Workiva was the obvious solution for management reporting. The platform helped the team create reports and presentations that combine narratives from

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