Workiva : 2025 Sustainability Report

About this update from Workiva Inc.

2025 Sustainability Report 3 Letter from the CEO In today's high-scrutiny, high-uncertainty environment, trust cannot be left to chance. What companies disclose, how they manage risk, and the quality of the data behind their decisions shape both performance and credibility. At Workiva, we believe trust is built on connected, controlled data. That belief shapes how we build our platform and operate our business. Workiva unifies financial and non-financial data so organizations can strengthen transparency and move forward with confidence. Sustainability is an important part of how we create long-term value. In 2025, we advanced our commitments across governance, innovation, and accountability, and continued engaging with organizations shaping the global reporting landscape, including EFRAG, the World Economic Forum, and the United Nations. Highlights from the year include: Delivered 15 sustainability-related platform innovations to help customers report with greater confidence and control Invested over 20% of revenue in research and development, reinforcing our long-term platform commitment Recognized as a Friend of EFRAG for both financial and sustainability reporting standards, the only company to receive this distinction Named one of Fortune's 100 Best Companies to Work For 1 for the seventh consecutive year Logged nearly 26,000 employee volunteer hours, reflecting a workforce deeply engaged in the communities we serve Looking ahead, we'll continue to invest in integrated controls, AI-powered capabilities, and solutions that move organizations beyond compliance toward genuine insight. Our Sustainability Task Force, chaired by CFO Barbara Larson, provides the governance and accountability framework for this work. We invite you to explore this report as a transparent record of where we are today and where we are headed. Julie Iskow President and Chief Executive Officer, Workiva 1 ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune 100 Best Companies to Work For® is a registered trademark of Fortune Media IP Limited and is used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Workiva. 4 Letter from the CSO Trust, transparency, and accountability guide how Workiva builds its platform, supports its customers, and operates its business. We apply those same principles to our sustainability reporting by strengthening the data, governance, and discipline behind our disclosures. This work increasingly depends on a connected leadership triad, as the CFO, CSO, and CIO align reporting, risk, technology, and decision-making. This is not just an internal shift. It is what we hear every day from our customers: They are looking for unified data that allows them to embrace AI without compromising trust. This year, we made meaningful progress where it matters most: strengthening the foundation for our disclosures, advancing industry transparency, and improving our own sustainable business practices. Using Workiva Sustainability Management, we produced our 2025 Sustainability Report, tracked progress against our sustainability targets, and managed carbon data. We also used Workiva platform capabilities to complete our annual voluntary CDP response and Workiva AI, to accelerate the preparation of our non-financial disclosures. Strategic alignment: Completed a voluntary CSRD-aligned double materiality assessment, strengthening the foundation of our disclosure strategy and the data that informs it Industry leadership: Maintained our ISS ESG Prime rating, ranking in the top 20% of our industry based on the quality and transparency of our data Operational excellence: Earned an EcoVadis Silver Medal, representing placement in the top 15% of assessed companies for our sustainable operational practices The path ahead Sustainability is not a destination. It is a discipline we continue to build. As we look forward, we're focused on grounding AI in this same discipline so that innovation is powered by trusted data, shaped by human judgment, and built to stand up to scrutiny. The progress in this report belongs to the teams across Workiva who treat sustainability as operational work by connecting metrics to evidence so that our reporting stays trusted, transparent, and useful. Their dedication ensures that our business success and societal impact move forward together. With gratitude, Mandi McReynolds Chief Sustainability Officer, VP of External Affairs & Customer Advocacy, Workiva 5 Maintained an AAA rating in the MSCI ESG Ratings assessment 2 Recognition & Partnerships Listed on the Fortune 100 Best Companies to Work For® list for the 7th year 3 Maintained ISS ESG Prime rating, ranking in top 20% of all companies assessed in the Software & Diversified IT Services industry 2025 CDP Gold Accredited Solution Provider. Workiva has been an accredited provider since 2021. Named a Leader by G2 users for Sustainability Management, ESG Reporting, Carbon Accounting, as a Top software Product and Top Software Company Recognized by Great Place to Work® and PEOPLE Magazine as one of the 2025 PEOPLE® Companies that Care 4 Maintained Ecovadis Silver Medal, representing placement in the top 15% of assessed companies for sustainability practices EcoVadis Recognition 2025 Net Zero Leader Named to Forbes Net Zero Leaders list , recognizing companies leading the way in reducing carbon emissions through b 2 u 0 s 2 i 5 n N es e s t p Z r e a r c o ti L ce a s der 2 The use by Workiva of any MSCI ESG Research LLC or its affiliates ("MSCI") data, and the use of MSCI logos, trademarks, service marks or index names herein, do not constitute a sponsorship, endorsement, recommendation, or promotion of Workiva by MSCI. MSCI services and data are the property of MSCI or its information providers, and are provided 'as-is' and without warranty. MSCI names and logos are trademarks or service marks of MSCI. 3 FORTUNE and Fortune 100 Best Companies to Work For® are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Workiva Inc. 4 PEOPLE's Companies That Care Logo® is a registered trademark of TI Gotham, Inc, a Dotdash Meredith company. Used under license. From https://www.greatplacetowork.com/companies-that-care . 6 About Workiva The Workiva AI-powered platform is the foundation for trusted data. Our mission is to power transparent reporting for a better world, helping leaders turn global uncertainty into a distinct advantage by building certainty where others find doubt. In today's high-scrutiny environment, "close enough" is no longer enough. Stakeholders expect more disclosure, yet data often remains trapped in disconnected silos. At Workiva, we build solutions to meet that demand-unifying finance, risk, and sustainability within a secure, audit-ready, and collaborative cloud platform. By connecting these teams, we provide the confidence of traceable data, the control to navigate a shifting regulatory landscape, and the competitive edge required to make the defensible decisions that drive business value. More than 6,600 organizations, including over 85% of FORTUNE 1000® companies, rely on Workiva for their mission-critical work. We ensure your data isn't just a reflection of your business. It is the foundation of trust. By providing infrastructure made for today's most data-intensive jobs, we enable our customers to scale with confidence and move from simply reporting to truly leading. 7 7 Workiva by the Numbers as of December 31, 2025 Customers love Workiva 6,624 customers 20% revenue growth from 2024 to 2025 97% 5 gross retention rate Global reach 18 office locations across North America, EMEA, APAC, and remote teams 89% of the 500 largest corporations by total revenue are customers 250 advisory and technology partners worldwide Serious about innovation and AI 90 patents and counting 126 customer advisory board members >20% of revenue invested in R&D 5 The methodology for calculating our gross retention rate can be found in the Key Performance Indicators section on page 50 of our 2025 Form 10-K . 8 Workiva's Sustainability Journey and Progress Driven by accountability and trust, our annual Sustainability Report showcases both our achievements and areas for future improvement. 2014-2018 Published annual Corporate Social Responsibility (CSR) reports 2020-2021 Launched digital sustainability reporting & data hub on our website ( workiva.com/about/our-sustainability ) Produced first Workiva Sustainability Highlights & Executive Summary Developed our United Nations Sustainable Development Goals ( UN SDG ) Index Established Sustainability Task Force 2022 Published our first Task Force on Climate-Related Financial Disclosures (TCFD) Index Released a holistic Human Capital Management Statement Published our Enterprise Human Rights Policy Developed a Cybersecurity and Data Privacy Statement Issued first Environment and Climate Change Statement Published our first annual Impact Report Received initial limited assurance on select sustainability data from Apex Companies, LLC Released first Sustainable Accounting Standards Board ( SASB ) Index and Global Reporting Initiative ( GRI ) Index Disclosed our first Climate Transition Plan Submitted our first public response to the CDP questionnaire 2023 2024 Met or exceeded projections for 2024 sustainability targets Received approval of near-term emissions reduction science-based targets with the SBTi Launched Workiva Carbon Leveraged Workiva AI for sustainability management and report creation for the second year in a row Set new three-year sustainability targets for 2025-2027 Notable successes in 2025 Exceeded or on track for all sustainability targets and shared more on the evolution of these targets in this report Completed a voluntary CSRD-aligned double materiality assessment Joined UNGC Legal Council Listed as a Friend of EFRAG for both financial and sustainability reporting-the only company to receive this recognition Updated Supplier Code of Conduct Released Intelligent Sustainability and Workiva AI File Intelligence capabilities Invested in SunSmart Ames Community Solar Project Elevated internal controls for sustainability data and completed internal audit over select sustainability data and processes 9 Workiva's Sustainability Targets The information below reflects progress and actions taken during FY 2025. On Track Exceeded Focus Area Target Date 2025 Results (as of Dec. 31, 2025) Status Innovation Delivering 30 new or improved innovations that allow customers to fulfill reporting and disclosure needs while also focusing on initiatives and actions that drive global impact and long-term business value 2027 15 Sustainability-related innovations were released in 2025. Accelerating climate innovation and customer decarbonization by increasing the share of Workiva Carbon customers who publicly disclose their verified emissions by 25% , while driving a measurable reduction in total carbon emissions managed through the platform 2027 53% increase in Workiva Carbon customers. Empowering 30% of Workiva customers to leverage the power of Workiva AI to improve the accuracy, efficiency, and impact of strategic business decisions 2027 We successfully achieved our target for customer adoption of Workiva AI and remain committed to helping users leverage our product capabilities to drive impact for their most critical business outcomes. Read more about what's next in the Innovation section of this report. Environment Reducing absolute scope 1 and 2 GHG emissions by 95.4% (from a 2019 baseline) 2034 95.1% Reducing scope 3 GHG emissions intensity by 67% (from a 2019 baseline) 2034 We met our scope 3 GHG emissions intensity target in 2025. We anticipate continuing to decrease our scope 3 emissions. Progressing toward carbon net-zero across our value chain 2040 In 2025, Workiva maintained operational net-zero across our value chain. People & Philanthropy Maintaining a company-wide employee engagement score above 90% and placement on the Fortune Top 100 Best Companies to Work For® list 2027 91% and Listed on the Fortune 100 Best Companies to Work For® list for the 7th year Achieving 70% employee participation in philanthropic programs 2027 71% Creating a workplace where inclusivity thrives, all voices are heard, and all employees have equal access to resources and opportunities 2027 Workiva prioritizes an inclusive workplace where employees have equal access to resources and opportunities. In 2025, this included elevating employee experiences, fostering allyship, providing additional manager support and enhancing our Business Employee Resource Groups (BERGs). We gather employee feedback at least twice annually, and have global communication channels to ensure employees have equal access to information. Learn more about these initiatives in the People & Philanthropy section of this report. Increasing transparency in employment practices, especially those related to compensation As part of our refreshed 2027 People & Philanthropy targets, Workiva is dedicated to increasing transparency in employment practices, specifically regarding compensation. In 2025, we 2027 advanced our transparency roadmap through extensive manager enablement and employee education, culminating in full compensation range visibility within Workday® effective January 2026. Concurrently, we are aligning our global strategy to comply with the EU Pay Transparency Directive in 2026. 10 ‌Our Sustainability Approach Our business strategy integrates sustainability as a driver for long-term value, focusing on investments in Innovation, Environment, and People & Philanthropy. Dedicated programs and initiatives in each of these areas drive positive change and reinforce our commitment to advancing sustainable business practices, creating stakeholder value, and driving performance with purpose. Our Sustainability Approach Governance & Risk Management Responsible Business Practices Innovation Environment People & Philanthropy 11 ‌Sustainability double materiality assessment 6 We've traditionally conducted impact materiality assessments with annual pulse checks by the Sustainability Task Force to keep our sustainability strategy relevant and aligned with business growth and overall company strategy. Building on this, in 2025, we engaged an external partner to help conduct a double materiality assessment (DMA) reflecting both Workiva business growth and external sustainability landscape changes. Workiva leveraged the European Sustainability Reporting Standards (ESRS) Set 1 to complete its voluntary Corporate Sustainability Reporting Directive (CSRD)-aligned DMA 7 . The resulting prioritized topics represent Workiva's sustainability material topics as of January 2026. Prioritizing what matters most Our 2025 DMA was completed using the Workiva CSRD add-on in our Sustainability Management solution. Our results are consistent with Wave 1 reports from the technology sector and are similar to our prior impact materiality results. We used a combination of both internal and external research to develop a list of initial topics. This included: Impact Materiality Prior Workiva materiality assessments and company financial and non-financial disclosures Peer companies in the technology sector Reporting frameworks such as the Global Reporting Initiative (GRI), Sustainability Accounting Standards Board (SASB), the International Sustainability Standards Board's (ISSB) International Financial Reporting Standards (IFRS) Sustainability Disclosure Standards (SDS) 8 , and the UN SDGs Sustainability raters and rankers A team of internal subject matter experts further refined the initial topic list, prioritizing those most relevant to Workiva. Our internal DMA team also participated in a value chain assessment; drafting impacts, risks, and opportunities (IROs); and quantitatively scoring IROs for relevant ESRS topics. Scoring incorporated both impact materiality and financial materiality, accounting for the full spectrum of risks, opportunities, and external effects. Final DMA results were reviewed with internal stakeholder groups, approved by the Sustainability Task Force, and presented to the Nominating & Governance Committee of our Board. We will continue to conduct pulse checks with our sustainability governance groups to ensure we remain best suited to deliver on stakeholder impact and business value. Interconnected issues Workiva Double Materiality Assessment Results 5 Impact Materiality Double Materiality 4 G1 - Business conduct 3 E1 - Climate change Responsible AI & Innovation Cybersecurity & Data Privacy S1 - Own workforce 2 1 0 0 1 2 3 4 5 Financial Materiality We view our material sustainability topics as a naturally connected ecosystem. For example, Responsible AI & Innovation may drive climate efficiency and workforce empowerment, which is underpinned by a commitment to Cybersecurity & Data Privacy, helping our pursuit of sustainable innovation remain ethical, secure, and compliant with evolving global standards. 6 In conducting our assessment of sustainability issues, we consulted third-party frameworks that refer to "material" topics as a way to characterize issues of importance to us and our stakeholders. Used in this context, the terms "material" and "materiality" are distinct from, and should not be confused with, the terms "material" and "materiality" as defined, construed, or used in accordance with securities law or in the context of financial reporting. regulatory disclosures, or other legal representations. 7 Workiva is not currently in-scope to report for Europe's CSRD. 8 In May 2024, the Task Force on Climate-Related Financial Disclosures (TCFD) was absorbed by ISSB, the standard-setting body within the IFRS Foundation. ESRS Topics Custom Topics Our Sustainability Approach Governance & Risk Management Responsible Business Practices Innovation Environment People & Philanthropy 12 Future focus In line with our corporate values, Workiva is committed to continuous improvement in sustainability, with a core focus on transparency, authenticity, and accountability. We actively prepare for voluntary sustainability reporting, prioritizing industry-leading disclosures and ongoing engagement with our stakeholders. The Workiva 2025 DMA results may be further integrated into our corporate strategy and utilized by the Sustainability Task Force to enrich decision-making. Workiva may consider pursuing adaptation measures to strengthen the resilience of our global office footprint for extreme weather events, and embedding climate-related triggers into business continuity and disaster recovery planning as a part of Workiva's ERM program. Because of shifts in Workiva's global presence, we are likely to reassess our decarbonization strategy to continue advancing toward our environmental targets for 2034 and 2040. We continue to develop our system for collecting and reporting scopes 1, 2, and 3 emissions data, enhancing use of automation and high quality data. We anticipate maintaining strong disclosure quality and assurance readiness. As such, Workiva will continue to refine its disclosures and sustainability targets to strengthen alignment with evolving standards such as ESRS and IFRS SDS. We recognize opportunities in the evolving sustainability reporting landscape, particularly with the Workiva Sustainability Management solution. As such, we will continue to leverage the Workiva Sustainability Management solution and collaborate with internal teams on product enhancements. This includes an increased adoption of Workiva AI to power performance and increase team efficiency and disclosure quality. Results inform business growth Workiva's recent DMA formalizes practices we've maintained since our original sustainability materiality assessment in 2021: considering how a changing world affects our business and how our business affects the people and planet around us. There is more work ahead as we continue to assess how these DMA results will be further integrated into Workiva's business strategy and long-term growth. As global regulations continue to evolve and we learn more, some of our approaches may change. Regardless, Workiva's commitment to transparency for our stakeholders remains. Workiva sustainability material topics ESRS topics listed in this table are those that were determined to be material for Workiva, for purposes of the 2025 DMA. Workiva's 2025 DMA results reference ESRS topics whereas prior sustainability materiality assessments referred to Workiva's self-defined material issues as disclosed in the Workiva 2024 Sustainability Report . Topic Prior Workiva Materiality Issues Material Sub-topic Examples UN SDG alignment E1-Climate change • Sustainable operations Use of Workiva Carbon by stakeholders; potential impact of natural disasters and severe weather events on data centers, cloud suppliers, and Workiva operations; energy consumption; greenhouse gas emissions 7, 12, 13, 17 S1-Own Workforce • Inclusive Culture & Wellbeing Community Impact & The Digital Divide G1-Business Conduct • Responsible Business Practices Governance & Risk Management Employees and associated benefits, including work flexibility, fair wage practices, increased pay transparency, and skills/ career development; talent acquisition and recruitment; inclusion; philanthropy and volunteerism; community impact WLife Code of Conduct; Supplier Code of Conduct; Workiva corporate culture; anti-corruption and anti-bribery 3, 8, 10, 17 9, 12, 16, 17 Custom: Responsible AI & Innovation Custom: Cybersecurity & Data Privacy Governance & Risk Management Innovative Solutions Customer Engagement & Satisfaction Governance & Risk Management Privacy & Data Security Use of AI to drive transformation in businesses and meet customer demand; product innovation and enhancements; energy use related to AI; responsible use of AI Platform resilience; data privacy strategy, approach, and compliance with global regulations; data breaches; cybersecurity; accessible and inclusive software design 9, 10, 13, 16, 17 9, 12, 16 Our Sustainability Approach Governance & Risk Management Responsible Business Practices Innovation Environment People & Philanthropy 13 Stakeholder engagement Workiva actively listens to and learns from our stakeholders, which helps us drive continuous improvement of our sustainability strategy and outcomes. We collaborate with a broad set of stakeholders within our value chain, including employees, our customer and partner ecosystem, investors, suppliers, non-governmental organizations, government, and industry associations. Our engagement with stakeholders may range from ad hoc touchpoints to quarterly meetings, depending on the topic. Stakeholders Our Approach to Dialogue Frequency Intermediate Outcomes Material Sustainability Issues Internal Employees We engage in employee listening through two annual surveys: the Great Place to Work® Trust Index Survey 9 and our internal Tell Us More survey. Employees are supported through ongoing dialogue, including periodic manager check-ins, town halls, and quarterly all-company meetings. This "always listening" approach allows Workiva to consider employee feedback in real time and be agile to shifting demands. Ongoing Workiva achieved an 89% global engagement score in the 2025 Great Place to Work Trust Index Survey and maintained an 84% Inclusion & Belonging score in our 2025 Tell Us More Survey. S1-Own Workforce E1-Climate change External Communities Employees volunteer year-round, including through an annual Day of Service, standard volunteer time off, and the "Make a Positive Impact Program," which offers additional paid volunteer time off. We also partner with organizations to support local initiatives during events. Workiva executives serve on community boards, coalitions, and associations to support common priorities and receive feedback on key initiatives. In 2025, Workiva employees logged nearly 26,000 volunteers hours across 415+organizations. S1-Own Workforce E1-Climate change Customers & Partners Government & Industry Associations Ongoing We use technology to drive change, gathering feedback throughout the customer and partner life cycle to facilitate continuous improvement. Our customer success team partners with platform users to understand their business objectives and offer best practices for the use of our software. Several Workiva communities provide forums for feedback and engagement. Our Customer Advisory Boards focus on three industry disciplines: financial reporting, sustainability, and governance, risk, and compliance. We also facilitate broader conversations and host education and training workshops at global events throughout the year. These include roadshows, user groups, virtual roundtables, and our annual user conference, Amplify. Our partner ecosystem includes global and regional consulting firms, managed service providers, resellers, technology partners, and corporate communications experts all of who are engaged in providing product feedback. We contribute to policy discussions geared toward advancing transparency and protection of data, driving digital inclusion, economic growth, and responsible use of AI. We closely interact and collaborate with key business and industry bodies that strive for progress in these areas. This includes serving on the public policy committee of regional groups like the Technology Association of Iowa, collaborating with national organizations such as the Data Foundation, and global engagement with the UN Global Compact and World Economic Forum. Ongoing Ongoing Our gross revenue retention rate was 97% and our net revenue retention rate was 113% as of December 31, 2025. Our methodology for calculating these values may be found under the Key Performance Indicators section on page 50 of our 2025 Form 10-K . Our participation in key initiatives and events, such as the UN Forward Faster Initiative, the World Economic Forum annual meeting at Davos, Climate Week NYC, and UN Framework Convention on Climate Change COP, helps to advance best practices and drive innovation. Collaboration with diverse partners ensures our influence results in a broad and significant impact on the future of sustainability reporting and responsible business practices. Custom: Responsible AI & Innovation Custom: Cybersecurity & Data Privacy S1-Own Workforce G1-Business Conduct E1-Climate change Investors Our Sustainability Management solution is an important component of our differentiated customer offerings. We regularly discuss sustainability strategy, policies, and targets with stockholders and the investment community. This includes hosting several investor roadshows throughout the year and an annual Investor Day during Amplify. These engagements ensure our strategy continues to evolve alongside market expectations. We work with suppliers to support transparency, sustainability, diversity, and ethical business practices Ongoing Educated investors on the sustainability management market, including customer needs and purchasing trends and how sustainability creates long-term business value. Responded to multiple rating agencies including MSCI and ISS. These engagements informed our sustainability double materiality assessment and disclosure strategy. Our Supplier Code of Conduct outlines basic requirements for all G1-Business Conduct Custom: Responsible AI & Innovation S1-Own Workforce Suppliers through our Supplier Code of Conduct . Ad hoc Workiva suppliers globally, including vendors, contractors, consultants, and other third-party companies which constitute Workiva's supply chain. G1-Business Conduct E1-Climate change 9 Great Place To Work® is a registered trademark of Great Place To Work Institute, Inc. Our Sustainability Approach Governance & Risk Management Responsible Business Practices Innovation Environment People & Philanthropy 14 2025 memberships, coalitions, and associations Local Ames Regional Economic Alliance Greater Des Moines Partnership Iowa Business Council Technology Association of Iowa We adopt a deliberate and concentrated strategy to bolster our sustainability goals and inform policy. This involved both enhancing existing engagements and forging new partnerships. It's possible that some of these organizations function under Internal Revenue Code section 501(c)(4), which legally permits them to allocate a portion of their membership dues to political activities. Some of the groups to which the company belongs may engage in political activities. Global CDP's Network of Gold Accredited Partners IFRS Taxonomy Consultative Group IFRS Sustainability Alliance Priceless Planet Coalition UN Global Compact UN Global Compact Legal Council UN Global Compact CFO Coalition for the SDGs World Economic Forum XBRL® International 10 Regional Boston College Center for Corporate Citizenship EFRAG Digital Reporting Consultative Forum (DRCF) Data Foundation UN Global Compact USA Network XBRL® United States Driving global sustainable business transformation Workiva is dedicated to accelerating sustainability and fostering enterprise transformation. We believe that in the current regulatory and economic environment, sustainability cannot be a separate effort. It must be integrated across finance, risk, operations, and reporting to generate lasting business value. We regularly collaborate with change-makers who share our conviction that financial and sustainability performance are intrinsically linked. Our engagement in the following organizations and initiatives demonstrates this commitment to integrated data management and sustainability leadership. We are proud to be the only company named as a Friend of EFRAG for both standards, further cementing our belief that financial and sustainability reporting are interconnected. Workiva is an Associate Centre Partner of the World Economic Forum (WEF) and is a member of both the Centre for Nature & Climate and the Centre for Financial and Monetary Systems. Workiva actively participates in the Forum's CFO and Chief Sustainability Officer (CSO) communities, contributing to key discussions and initiatives in these areas. We contribute content to the WEF Forum Stories and Strategic Intelligence platform which in 2025, included the following published articles: Why sustainability data is as strategically important as financial data How CEOs and CIOs can lead the AI transformation together The right AI strategy for businesses means doing these three things Our chief information officer (CIO) is an executive representative to the WEF AI Governance Alliance and attended the annual Global Tech Retreat in 2025. Workiva's CIO also serves as a Board representative for the Technology Association of Iowa helping strengthen the state's technology and innovation ecosystem. Our then CFO was the first from a software as a service (SaaS) company to join the United Nations' CFO Coalition for the SDGs in 2021 , and Workiva was one of the first 130 "early movers" to join the UN's Forward Faster initiative . In 2025, Workiva supported the launch of the Invest in Women Initiative to harness sustainable finance and UN resources to advance gender equality. In 2025, Workiva's chief legal officer joined the UN Global Compact Legal Council, a platform for legal leaders to advance policy advocacy and support the Forward Faster initiative. The Council offers strategic guidance to help businesses navigate international regulations, address sustainability challenges, and contribute to the UN SDGs. It also supports C-suite leaders in adopting sustainable practices and collaborating with stakeholders to meet market and regulatory expectations. Workiva contributed a case study to the Council's inaugural publication, Legal Insights for Business Leaders . Workiva also participated in the UN General Assembly, World Economic Forum's Sustainable Development Impact Meetings, and Climate Week NYC. In 2025 alone, our UN engagements resulted in more than 550 meaningful connections with global leaders, policymakers, and sustainability practitioners. These interactions not only expanded our network but also enabled us to share best practices, contribute to policy discussions, and advance our commitment to the UN SDGs. This high level of engagement underscores our commitment to collaborative action and positions Workiva as a key contributor to global sustainability dialogues. 10 XBRL® is a trademark of XBRL International, Inc. All rights reserved. The XBRL TM/ ® standards are open and freely licensed by way of the XBRL International License Agreement. Our Sustainability Approach Governance & Risk Management Responsible Business Practices Innovation Environment People & Philanthropy 15 C-suite insights and continuous learning: expanding the conversation We help stakeholders and business leaders understand the ever-changing world of sustainability, using our expertise as both a solution provider and cross-functional partnership builder to spread the word about important sustainability topics. We continue to facilitate broader conversations and awareness through education and training workshops at Amplify and through webinars, blogs, podcasts, and our global sustainability practitioner survey. Launched in 2025, Workiva's podcast, The Pre-Read , brings together C-suite leaders from finance, sustainability, audit, and risk. Episodes dive into the real forces reshaping how companies report, plan, and lead with conversations that matter through unfiltered insights from leaders across the globe. The first 19 episodes covered topics from AI and sustainability beyond compliance to the path to the CFO office and were recorded remotely and live at Amplify in Washington, D.C., Climate Week NY, and COP30 in Belém, Brazil. The Pre-Rea d ranks in the top 3% of podcasts on ListenNotes. Additionally, the Sustainability Pro Group reached more than 1,300 members in 2025 with webinars and in-person events where participants discussed relevant sustainability topics and shared best practices from their organizations. Our Sustainability Approach Governance & Risk Management Responsible Business Practices Innovation Environment People & Philanthropy 16 About this report In this Sustainability Report and our related disclosures on the sustainability section of our website, we use the terms "material" and "materiality" to refer to Workiva's assessment of sustainability priorities to reflect the sustainability issues of importance to us and our stakeholders. Used in this context, these terms are distinct from, and should not be confused with, the terms "material" and "materiality" as defined by or construed in accordance with securities law or used in the context of financial statements and reporting. Our financial disclosures for this period can be found in our 2025 Form 10-K . This 2025 Sustainability Report covers all of Workiva's operations included in its 2025 financial statements, unless otherwise stated. The topics covered in this 2025 Sustainability Report have been identified through our stakeholder engagement and double materiality assessment processes. The content within this report has been prepared in reference to globally recognized frameworks and standards including recommendations of the Global Reporting Initiative (GRI), the Sustainability Accounting Standards Board (SASB), the ISSB IFRS SDS, and the CSRD's ESRS. Where relevant, Workiva also leverages guidance from the Greenhouse Gas (GHG) Protocol and CDP. Our sustainability programs and reporting are aligned with relevant UN SDGs. The applicable UN SDG icons are displayed throughout this report. Reporting aligned with applicable frameworks and standards is found in our Data Hub . Transparency of corrections or restatements of information We are continuously refining our sustainability data and calculations to deliver trustworthy information for our stakeholders. Workiva may make retrospective changes to previously reported values as a result of improvements or changes to our data collection and reporting. These restatements may be made due to availability of new information, changes in calculations or estimation methodology, or correction of calculations or other errors. When necessary, corrections or restatements are identified through footnotes. Limited assurance Select sustainability data has been reviewed by an independent third party, Apex Companies, LLC, (Apex). Apex reviewed and provided limited assurance on select sustainability data, as well as the underlying systems and processes used to collect, analyze, and review the information. 2025 Apex Limited Assurance Statement 17 ‌Governance & Risk Management Workiva's governance structure ensures effective oversight of risks and opportunities impacting our business, strategy, and finances. This robust framework, with clear Board and management accountability, enables continuous monitoring, management, and disclosure, enhancing credibility and transparency for investors and stakeholders. Governance & Risk Management Our Sustainability Approach Responsible Business Practices Innovation Environment People & Philanthropy 18 Governance Structure Board of Directors Our full Board, assisted by committees, exercises risk oversight at Workiva. The Board committees take the lead in discrete areas of sustainability risk oversight when appropriate: The Audit Committee is primarily responsible for risk oversight relating to financial statements, disclosure controls and procedures, and sustainability disclosures. In addition, the Audit Committee is responsible for reviewing and discussing with management risks, controls, and procedures related to public sustainability disclosures, and overseeing the development of internal controls around the adoption and disclosure of sustainability targets. This includes human capital data in the company's securities filings. The Nominating & Governance Committee is responsible for reviewing and discussing with management and the Board sustainability best practices, trends, and issues that could affect the Company's strategic objectives and business performance; overseeing and evaluating Company programs, policies, and practices relating to sustainability in order to support the growth of the Company's business; and reviewing as appropriate publicly reported sustainability data. Workiva's chief financial officer (CFO) and chief sustainability officer (CSO) attend quarterly Nominating & Governance Committee meetings where sustainability programs, strategy, public disclosures, performance, risks, and stakeholder engagement are discussed. Most recently, these discussions included regulatory updates, climate benchmarking, hiring for a director of global sustainability and sustainability controller roles, and successful Science Based Targets initiative (SBTi) approved emissions reduction targets. Detailed descriptions of the duties and responsibilities of each of our Board committees may be found in our Corporate Governance Guidelines and Committee Charters, available on our Corporate Governance website as well as in the "Board Meetings and Committees" section of our most recent proxy statement . Governance & Risk Management Our Sustainability Approach Responsible Business Practices Innovation Environment People & Philanthropy 19 Workiva Inc. Board experience and expertise in sustainability issues Our Nominating & Governance Committee considers a background in sustainability to be one area of importance when evaluating and recommending director nominees to our Board. Our Directors' and Officers' survey asks each of our new, existing, and nominee members of our Board and executive team to detail their experience and expertise on a variety of topics, including sustainability. More than half of our Board members have experience in sustainability. Our most recent proxy statement contains a description of the various skills our directors possess, as well as a full set of these competencies. The table below includes information with respect to our Board of Directors as of March 2026, with the exception of Mark Peek who is incoming as of June 1, 2026. AI & Technology Culture and Leadership Cybersecurity Financial and Risk Management Governance International Sustainability Michael M. Crow, Ph.D. President, Arizona State University R. Scott Herren Executive Advisor, Cisco Systems, Inc. Robert H. Herz President, Robert H. Herz LLC 6/7 6/7 5/7 Julie Iskow President and Chief Executive Officer, Workiva Inc. 7/7 Astha Malik Chief Business Officer, Braze, Inc. 5/7 Mark Peek (Incoming June 1, 2026) Board Member, SentinelOne, Inc., Board Member, Trimble Inc. Suku Radia Retired Chief Executive Officer, Bankers Trust Company 6/7 5/7 Martin J. Vanderploeg Former Chief Executive Officer, Workiva Inc. 7/7 Governance & Risk Management Our Sustainability Approach Responsible Business Practices Innovation Environment People & Philanthropy 20 Sustainability Task Force The Workiva Sustainability Task Force is a cross-functional leadership group led by Workiva's CFO. Established in 2021, its membership includes Workiva executives appointed by our president and chief executive officer (CEO). These leaders are responsible for providing management oversight of priority sustainability issues, including achievement of the following objectives: Providing support to the Nominating & Governance Committee in its oversight of the long-term sustainability strategy and associated targets Developing and implementing a comprehensive approach to align the company's business values, decisions, and ethics with its sustainability strategy, targets, and standards, thereby ensuring compliance with applicable regulations Monitoring and managing risks and opportunities, including those related to climate Ensuring the tracking of Workiva's progress toward the company's sustainability targets Facilitating coordination with internal stakeholders to ensure that external engagement on policy matters aligns with Workiva's environmental priorities, climate strategy, and public disclosures, including both voluntary and regulatory reporting The Workiva Sustainability Task Force convenes at least quarterly to discuss sustainability and climate-related matters. Workstreams and Sustainability Disclosure Group Workiva's sustainability strategy and targets are intrinsically linked to the company's overarching business objectives and are integrated into our business operations. The sustainability workstreams (dedicated working groups responsible for the execution of Innovation, Environment, and People & Philanthropy targets) are staffed by subject matter experts and stakeholders from various departments across the company. These individuals are instrumental in propelling programs and operations to achieve key results. Each workstream is overseen by an executive sponsor who is responsible for monitoring progress and initiatives. The Workiva Sustainability Disclosure Group is comprised of representatives from several teams, including but not limited to Finance/Controllership, Internal Audit, Legal, and Global Sustainability. Additional subject matter experts are included in meetings as topics arise. The Sustainability Disclosure Group convenes on a regular basis and bears primary responsibility for the preparation and review of all sustainability disclosures. This group undertakes the assessment of both potential and actual impacts stemming from climate-related financial risks and opportunities. Additionally, this group engages in discussions and reviews trends within the reporting and disclosure landscape and ensures the consistency, accuracy, completeness, and timeliness of sustainability disclosures and associated controls. Updates from the workstreams and Sustainability Disclosure Group are communicated to the Sustainability Task Force several times each year. Sustainability Task Force as of January 2026 EXECUTIVE CHAIR Barbara Larson EVP & Chief Financial Officer Emily Forrester SVP & Chief People Officer Yasser Mahmud EVP & Chief Marketing Officer Mandi McReynolds Chief Sustainability Officer and VP of External Affairs & Customer Advocacy Junko Swain SVP & Chief Accounting Officer Mike Rost SVP & Chief Strategy Officer Brandon Ziegler EVP & Chief Legal & Administrative Officer Annalee Bloomfield VP of Solutions Attention : This is an excerpt of the original content. To continue reading it, access the original document here .

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