Off the Books
by Workiva
Latest episode
Introducing The Pre-Read: Where CFOs Get Their Edge
Introducing The Pre-Read: Where CFOs Get Their Edge
About this podcast
Surfing the uncharted waters of accounting, finance, and wherever else the waves take us. Have a question or an idea for a show? Write us! [email protected]
Episodes
The newest 20 of 185 episodes
- Introducing The Pre-Read: Where CFOs Get Their Edge · 1 min · Episode 185We've been hard at work on our new podcast and wanted to give you a taste! Just like the slides before a big meeting, The Pre-Read gets CFOs and execs ready for what’s next. Each…
- The Final Balance · 21 min · Episode 184Join Steve Soter, Catherine Tsai, and Mike Gravagno for the final episode of Off the Books! Reflect on five incredible years of exploring accounting, finance, and risk (and so…
- Closing the Books: Pausing Enforcement of the Foreign Corrupt Practices Act · 19 min · Episode 183In our final episode, Matt Kelly of Radical Compliance helps us make sense of the recent executive order that paused enforcement of the Foreign Corrupt Practices Act. Funny…
- Climate Disclosures: We Ask a Lawyer What the SEC Did · 16 min · Episode 182We want to hear from you! Email us at [email protected]
- Off the Books vs MoviePass, MovieCrash · 22 min · Episode 181Take a look back at the rise, fall, and resurrection of MoviePass as we discuss “MoviePass, MovieCrash.” After we recorded this episode, former MoviePass CEO Ted Farnsworth…
- A Deep Dive into 10-K Filings with Nick Mazing · 20 min · Episode 180Executive orders are starting to show up in 10-K filings, says Nick Mazing of AlphaSense. Hear how, as Steve and Catherine also ask Nick about what companies are saying on…
- Keys to Acing an Annual Performance Review · 17 min · Episode 179Who sets the agendas in your 1:1 meetings? What do you appreciate about the managers you enjoy meeting with regularly? Please let us know in the comments and if you’d like to…
- The Envelope Please: The Best Accounting Movie Is... · 20 min · Episode 178Find past conversations at workiva.com/off-the-books-podcast
- Value Creation Under Pressure: Insights from Global Executives · 31 min · Episode 177Find more survey insights at workiva.com/benchmark-2025
- Is Sustainability Unsustainable? · 16 min · Episode 176How is the shifting political landscape affecting environmental, social, and governance issues? Is ESG dead? Steve and Catherine ask Brandon Buhler, Chief Accounting Officer for…
- Return to Office: What’s at Stake for Employees and Employers · 21 min · Episode 175Enjoy this episode? Find past conversations of us surfing the uncharted waters of accounting, finance, risk, and wherever else the waves take us at…
- Hot Views on Hot News in Accounting and Finance · 21 min · Episode 174To wrap up season 6, we react to four topics we haven’t discussed yet, including a penalty for DraftKings over social media posts. Check out resources mentioned in this episode…
- Behind the 1MDB Scandal with Xavier Justo · 38 min · Episode 173Xavier Justo spent 547 days in jail after providing investigators information about billions of dollars missing from 1MDB, the state investment fund set up by Malaysia’s former…
- Off the Presses: Sounding Off After the Election · 23 min · Episode 172Joining Steve to give their initial reactions are Chelsea Hall, Workiva Industry Principal for SEC reporting and financial reporting, and Mark Mellen, Workiva Industry Principal…
- Transforming Internal Audit · 27 min · Episode 171Internal auditors can be a not-so-secret weapon for strengthening an organization’s ability to create value. We caught up with Ahmed Shawky Mohammed and Matej Drašček at the IIA…
- The SEC vs the Courts · 21 min · Episode 170Recently, the courts struck down the SEC’s private fund adviser rule. We turned to former SEC enforcement attorney Ron Geffner for an overview of the rules, the court’s decision…
- Starting a New Job the Right Way · 16 min · Episode 169Switching companies is one thing. Switching roles is another. Chelsea Hall was a corporate controller and Alyssa Zucker was a chief sustainability officer before they joined…
- When ESG Meets Financial Reporting · 12 min · Episode 168Charley Nelson is an environmental policy major who joined a technical accounting team at Etsy. Hear why that makes perfect sense and what Charley’s learned in his time working…
- All Things Data Management: A Deputy CFO’s Point of View · 15 min · Episode 167When Alex Davis followed a former boss to a 7-year-old company, he found it had different data management challenges than the legacy insurer where he once worked.
- The SEC Catches Heat for Their Case Against SolarWinds · 22 min · Episode 166We caught up with Matt Kelly of Radical Compliance at the annual Workiva Amplify conference for his thoughts on that and a look at what the Securities and Exchange Commission…
