Strategic training for professionals ready to go further
Strategic specialization for professionals and companies that want to deepen technical knowledge, expand analytical capabilities, and optimize corporate processes with more efficiency, traceability, and operational intelligence.
Advanced specialization applied to real market demands
Advanced Courses follow practical and consultative learning tracks, structured for professionals who want to move beyond basic platform operation and deepen their knowledge of data management, automation, governance, compliance, and corporate process structuring.
The training combines practical application, strategic vision, and operational experience, enabling participants to develop greater autonomy, precision, and analytical capability in their routines.
SUMAQ Educ Advanced Courses were developed from our team's practical experience and from the main demands identified with companies in the financial, regulatory, and corporate markets.
Content focused on technical and operational evolution
Advanced Courses explore advanced resources in platforms such as Workiva and Sistema Empresas.NET, as well as topics related to automation, data management, corporate governance, compliance, and operational process optimization.
Topics covered include:
Available Courses
Advanced Courses provide structured content that turns technical knowledge into practical application, promoting greater operational efficiency, information security, and quality in corporate deliverables.
Design Applied to Reports in Workiva
Advanced training focused on creating and standardizing corporate reports in the Workiva platform, with emphasis on editorial design, visual organization, graphic consistency, and optimization of the reading experience in regulatory and financial documents.
Main topics covered
- Style and design guide configuration
- Visual standardization of documents
- Table and image formatting
- Color and typography management
- Headers, footers, and pagination
- Hyperlinks and automatic navigation
- Document Health and file integrity
- Advanced design resources in Workiva
Future Guidelines: Technology and Data Analysis to Optimize the Fiscal Year
Advanced training focused on data management, information auditing, and change control in corporate documents within the Workiva platform, using traceability, automation, and document governance resources.
Main topics covered
- Roll Forward and data updates
- Version control and change history
- Blacklines and Trackchanges
- Comments and Milestones
- Audit reports
- Information integrity and traceability
- Document navigation and mapping
- Automation applied to operational management
Dynamic and Interactive Charts for Reports
Training focused on creating, customizing, and analyzing interactive charts in Workiva, helping transform corporate data into strategic visualizations for financial reports, presentations, and regulatory reports.
Main topics covered
- Creation and editing of interactive charts
- Line, area, bar, and column charts
- Stacked and combined charts
- Pie, doughnut, and waterfall charts
- Visual customization of charts
- Axis and legend formatting
- Data visualization and interpretation
- Structuring more efficient visual reports
Spreadsheet Functions and Formulas Applied to Report Creation and Optimization
Advanced training focused on building smart spreadsheets, analyzing data, and automating corporate reports in Workiva, using strategic functions to optimize processes and support decision-making.
Main topics covered
- Development of analytical thinking
- Advanced spreadsheet structuring
- Conditional and logical functions
- Aggregation functions and statistical calculations
- Data lookup and reference
- Automated management of dates and schedules
- Text standardization and management
- Formula optimization and operational productivity
Customized training aligned with your company's reality
In addition to structured courses, SUMAQ Educ also develops customized training according to each company's operational, strategic, and regulatory needs.
Training can be organized in different formats, workloads, and depth levels, providing greater flexibility for teams and organizations. Our support is close and consultative, enabling the creation of programs aligned with your processes, internal flows, and specific operational goals.
In addition to live online training, we also offer in-person sessions. Our team can bring specialized instructors to your company or welcome your team in our rooms in Rio de Janeiro and Sao Paulo for workshops, practical immersions, and executive training.
Develop teams prepared for more strategic and efficient operations
Talk to a SUMAQ Educ specialist and discover the best solution to train your team with advanced courses, specialized tracks, or custom programs designed for your company's reality.