Hello and welcome to the second season on CPX Leadership, where you’ll hear direct from our own Customer and Partner Experience leadership team on a variety of topics. Kicking off 2025 is Angie Kooiker, Vice President of Professional Services. 

Angie has been with Workiva since the very beginning. In fact, she’s employee #1! Angie’s teams oversee XBRL services, content integration, capital markets, and more! Today I sat down with Angie to discuss the coming regulations and SEC tagging requirements looming in 2025,  including cybersecurity, Proxy statements, FERC, SPACs, EBPs, CSRD, ESMA (all the acronyms really) and of course, EDGAR Next!

Check out the video below to learn more about Angie, and her plethora of experience in the regulatory reporting arena.

https://workiva.wistia.com/medias/nsvzeroczn

Interested in skimming? Here’s some quick highlights for you.

TIME          TOPIC
0:10             Intro to CPX Leadership Insights 
0:35             Meet Angie, employee #1 at Workiva
1:11              What does Professional Services do?
2:18             SEC annual reporting season: what's new?
2:36             Cybersecurity
3:56             Impacts coming in Q2
4:07             FERC (Order 898)
4:54             Special Purpose Acquisitions
5:30             Employee Benefit Plans
6:11              EDGAR Next
7:44             Q4 2025 Regulations
8:00             Investment Companies / Funds
9:10             Additional regulatory items, CSRD, ESEF, and ESMA
10:08           Financial Data Transparency Act
10:50           Where to go for questions
11:46           Thanks and closing

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