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| Overall Assessment |
Analysis |
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Moderate
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Workiva discloses a clear internal mechanism to keep its policy engagement aligned with its climate objectives, stating that "Climate based external engagements need to be approved by the ESG Task Force" and that this body "ensures that Workiva's external engagement activities are consistent with the climate targets and/or climate transition plan." Oversight responsibilities are explicitly assigned: an "Executive ESG Task Force" led by the CFO is "appointed by our President and CEO" while the "Nominating and Governance Committee of our Board of Directors provides oversight of the Company’s ESG and climate-related strategies," and the Audit Committee reviews “any risks, controls, and procedures relating to the company’s public disclosures of environmental, social, and governance and human capital data.” This indicates that both management-level and board-level structures monitor climate-related advocacy. However, the disclosure does not describe how the company evaluates or manages the climate-policy positions of trade associations or other indirect lobbying channels, nor does it publish a dedicated lobbying-alignment report or describe escalation or withdrawal procedures where misalignment occurs. Consequently, while the presence of named oversight bodies and an approval process for climate engagements suggests moderate governance, key details about indirect lobbying alignment and comprehensive auditing remain undisclosed.
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C
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| Overall Assessment |
Analysis |
Score |
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Strong
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Workiva provides a clear view of its climate-policy lobbying. It identifies two concrete regulatory initiatives it has engaged on: the U.S. Securities and Exchange Commission’s proposed rules to “Enhance and Standardize Climate-Related Disclosure for Investors” and the Financial Data Transparency Act, outlining their geographic scope and relevance to climate- and ESG-related reporting. The company also explains how it lobbied and who it lobbied: it “submitted a public letter to the Chairperson of the U.S. Securities and Exchange Commission,” “participated in the preparation of comment letters to the U.S. SEC,” worked “through the Data Coalition,” and recorded its federal lobbying activity in the U.S. Senate database, thereby naming both the mechanisms (comment letters, public letters, coalition activity, formal lobbying registrations) and the specific targets (the SEC Chairperson and the U.S. Congress). Finally, Workiva states the outcomes it is pursuing, declaring “support with no exceptions” for the SEC climate-disclosure proposal and backing the FDTA in order to “modernize the collection and dissemination of financial data … making that information more accessible, more uniform, and ultimately more useful to investors and consumers.” While the company focuses on two principal policy goals, it articulates them unambiguously and links them to its climate and transparency objectives, demonstrating a strong level of disclosure about its lobbying activities.
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B
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