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! offthebooks@workiva.com
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On The Rode Show Podcast, anything goes as long as it's about baseball. National Supervisor Nathan Rode and National Crosschecker Shooter Hunt discuss top prospects and news. On occasion, they're joined by Director of College Scouting David Seifert, President Sean Duncan, and various PBR state directors. Prep Baseball Report has evolved into one of the country’s biggest and most respected independent scouting services, with a singular focus of providing comprehensive year-round coverage in e ...
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Justin Strawn, writer for maroonandwhitenation.com since 2013, discusses all things regarding Mississippi State Athletics
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What Is NOCLAR? Breaking Down the PCAOB's Proposal
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The Public Company Accounting Oversight Board’s NOCLAR proposal has caused quite a stir in the audit community. Matt Kelly, Editor and CEO of Radical Compliance, joins Steve and Catherine to share more about what the NOCLAR audit proposal is, why many audit firms are expressing concerns about it, and what audit committees are asking about it. Tune …
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Audit and Risk Prep for the SEC Climate Rule
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19:12
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Now that the SEC climate disclosure rule is final, Off the Books hosts Steve Soter and Catherine Tsai bring Matt Kelly of Radical Compliance back on the show to dive into what it means for internal audit and risk teams. Hear more from Matt on the SEC cybersecurity rule in this podcast episode Learn more about how audit and risk teams can prepare fo…
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Off the Books vs. All the Smartest Queen’s Horses in the Room
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Off the Books takes on two movies up for our consideration as the best accounting movie of all time, and they’re both documentaries—Enron: The Smartest Guys in the Room and All the Queen’s Horses. Hear what Steve, Catherine, and Mike think of these two films. For a look back at all the movies in the running for best accounting movie, check out the …
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The Strategy of a Pre-IPO Accounting Leader
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After working with global companies, Nick Gerostathos got into the venture capital and private equity game, helping companies on the road to going public. Today he’s the Chief Accounting Officer and Corporate Controller at Talkdesk. Catherine Tsai and Josh Gertsch ask him about challenges facing private companies.…
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Different Perspectives From Internal Audit Leaders
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32:31
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Tom Rams, Charles Silvey, and Waseem Samaan stopped by the Off the Books Studio at Amplify to talk about the state of global audit. The three internal audit leaders shared their thoughts on ESG, curiosity, gen AI, career advice, and so much more. Tune in!By Charles Silvey, Tom Rams, Waseem Samaan, Catherine Tsai, Mike Gravagno
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Making Sense of the SEC Rule on Climate-Related Disclosures
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In light of the SEC's new climate-related disclosure rule, the ESG Talk and Off the Books podcast crews huddled to make sense of it all. In this episode, Steve Soter asks Mandi McReynolds, head of ESG at Workiva, and Andie Wood, Vice President of Regulatory Strategy at Workiva, for their thoughts. Then Jonathan Gregory, North America Controller at …
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It’s another movie episode! Could Stranger Than Fiction, a quiet, metatextual Will Ferrell indie rom-com actually be the best accounting movie? Will Mike get too defensive about one of his favorite movies? Can a movie about writing a novel capture the life of an IRS auditor? Tune in!By Mike Gravagno, Steve Soter, Catherine Tsai
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Inside Baseball: What It’s Like to Be CFO with Steve Cates
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23:41
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Follow Off the Books so you don’t miss any of our upcoming interviews of accounting and finance leaders! You can find all our episodes at workiva.com/off-the-books-podcast.By Andy Buck
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Follow Off the Books so you don’t miss any of our upcoming interviews of accounting, finance, and risk leaders at Amplify.By John Stephens, Alan Wilson, Josh Gertsch, Steve Soter, Mike Gravagno, Grant Ostler, Catherine Tsai
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The Road to Becoming a Financial Controls Director
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14:57
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Believe it or not, a dental hygienist helped nudge Amy Hafen of AstraZeneca down the path to becoming a financial controls director. Mike and Catherine caught up with Amy at the Workiva Amplify conference to ask her more about it on this episode of Off the Books. Follow Off the Books so you don’t miss any of our upcoming interviews of accounting, f…
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Checking in on Cybersecurity & SEC Comment Letters on Climate
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Off the Books is back with updates on a few hot topics, including the SEC cybersecurity rule and SEC comment letters on climate-related disclosures. Nicola White of Bloomberg and Nick Mazing of AlphaSense pop in to tell Steve, Catherine, and Mike what’s new. Hit that “Follow” button for Off the Books wherever you hear your podcasts to catch updates…
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Reading the Tea Leaves: Predictions for Cybersecurity, ChatGPT, and More!
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Matt Kelly of Radical Compliance returns! Catherine and Steve pepper him with questions about defining a material cybersecurity event, whether or not ChatGPT is going to replace us all, new regulations, and more! Tune in.By Matt Kelly, Catherine Tsai, Steve Soter
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Arthy Kumar, Workiva Industry Principal for Investments and Financial Services, stops by to answer producer Mike’s questions about the SEC! What’s the deal with the SEC private fund regulations? How is it changing the private fund industry? What’s the SEC approval process for naming funds? Find out:By Arthy Kumar, Mike Gravagno
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Get That Job: How to Become a Financial Controller
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22:13
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When Thermon Inc. Vice President and Corporate Controller Greg Lucas plotted his course for becoming a CFO, controller, or finance leader, he thought about it from the perspective of a hiring manager. “I wanted to almost take away every excuse that a hiring manager would have not to hire me,” he quipped. Steve and Catherine asked Greg to share his …
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Q3 Earnings Wrap-Up with Nick Mazing: Pumpkin Spice Edition
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Nick Mazing of AlphaSense returns to talk about surprise appearances in companies’ earnings calls and disclosures this fall. Diet drugs, for one! Steve and Catherine ask what other trends Nick is seeing. Listen in!By Nick Mazing, Catherine Tsai, Steve Soter
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How to Assess the Materiality of a Cybersecurity Event
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Steve and Catherine ask Workiva General Counsel Brandon Ziegler how he would handle a cybersecurity incident. How would he assess if the incident is material and needs to be disclosed? Listen now.By Brandon Ziegler, Steve Soter, Catherine Tsai
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Capital Markets Trends with Mike Nordtvedt and Josh Gertsch
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Mike Nordtvedt, partner at Wilson Sonsini Goodrich & Rosati and unofficial Off the Books co-host Josh Gertsch stopped by the studio at the Workiva Amplify conference to dish about the state of capital markets and what companies can do to get ready to go public. Listen in.By Mike Nordtvedt, Josh Gertsch, Catherine Tsai, Steve Soter
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Straight Tea with Accounting, ESG, Audit, Risk, & Compliance Experts
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Off the Books set up a studio in the middle of the action at the Workiva Amplify conference and interviewed accounting, finance, ESG, and GRC leaders like you. Hear from: Rachael Staab, ESG Tiffany Leiva, internal audit Maria Siglin, internal audit Jonathan Gregory, accounting and finance Jeffrey Pullen, accounting and finance Ana Sheikh, ESG We as…
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Show notes: Read more from Nicola and Bloomberg on the soaring IPO and SPAC markets that ensnared two audit firms.By Catherine Tsai, Nicola White, Steve Soter
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Getting Comfortable with Climate Disclosures
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21:53
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Show notes: Join the SEC Professionals Group to attend events like the one featuring Emily. Membership is free and open to people who are members of financial reporting teams, even if your organization is not a public company. Learn more. Follow Off the Books to catch all upcoming episodes.By Emily Pierce, Steve Soter, Catherine Tsai
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View select sessions from Workiva Amplify 2023 on demand. Sign up for the virtual conference to gain access. Learn more about Amplify Asia Pacific and Amplify EMEA. If you’re in the Americas, watch this space for more information about how to join us at Workiva Amplify 2024 in Denver.By Mandi McReynolds, Steve Soter, Catherine Tsai
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Show notes: Read the paper David co-authored for more details of how Uniper used ChatGPT for internal audit tasks Hear more about generative AI for accounting, finance, risk, audit, and ESG professionals at AmplifyBy David Wood, Catherine Tsai, Steve Soter
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Real Talk on the SEC Cybersecurity Disclosure Rule
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In this bonus episode of Off the Books, Catherine and Steve host Alan Wilson of the law firm WilmerHale to think through how companies will comply with the SEC’s final rule on cybersecurity disclosures.By Steve Soter, Catherine Tsai, Alan Wilson
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Internal Auditors, Unite! IIA International Conference Recap
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Show notes: If you’re looking for stories from internal audit heroes, Grant recommends Extraordinary Circumstances: The Journey of a Corporate Whistleblower, the book from former WorldCom Chief Audit Executive Cynthia Cooper. Cynthia Cooper will be speaking at the SOX Professionals Group Summit in September. Register for the SOX Professionals Group…
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Encore Episode: How to Tame Conference Anxiety and Enjoy the Show
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27:23
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Join us for Amplify Nashville this September 19-21 and connect with some of the brightest minds around. Register now: https://www.workiva.com/amplify. To learn more about Robert Coplan and his work check out robertcoplan.com. And you can get his books here: The Handbook of Solitude: Psychological Perspectives on Social Isolation, Social Withdrawal,…
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Back to Basics, Part 2: So…Who Regulates ESG? (And More Q&A)
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19:42
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Show notes: Ask Steve Soter and Mark Mellen your own questions in person at Amplify. Register now. Subscribe to Off the Books! Hit the “subscribe” button on YouTube, Spotify, Apple Podcasts, or wherever you like to listen. Find every episode of Off the Books at workiva.com/off-the-books-podcastBy Andy Buck
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Back to Basics, Part 1: What’s Up with SEC Climate Disclosures?
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Show notes: For a quick look at what’s in the proposed SEC climate disclosure rule and how to prepare for it, check out this infographic. Subscribe to Off the Books! Hit the “subscribe” button on YouTube, Spotify, Apple Podcasts, or wherever you like to listen. Find every episode of Off the Books at workiva.com/off-the-books-podcast…
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It’s All Right, It’s OK: Stayin’ Alive in Uncertainty
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Show notes: Here’s the survey Steve mentioned that shows executives proactively planning to comply with proposed climate-related disclosure rules. See what else Josh has said about turning uncertainty into opportunities for CFOs and controllers. You can hear more from Josh at Amplify, Workiva’s annual conference, where he will speak about building …
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Uncovering the Sexiest of SEC Filings with Footnoted.com
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24:58
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Show notes: Michelle Leder is the author of the book Financial Fine Print: Uncovering a Company’s True Value. She also runs footnoted* and the site’s subscription newsletter, Friday Night Dump, where she uncovers juicy tidbits within SEC filings. Her free newsletter is available via LinkedIn. Find all episodes of Off the Books at workiva.com/off-th…
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Show notes: Review which movies the crew originally considered when producer Mike Gravagno asked them to find the best accounting movie. Tell us what they got right and wrong about the movies they’ve debated so far: The Shawshank Redemption Ghostbusters Moonstruck The Untouchables Everything Everywhere All at Once Find all episodes of Off the Books…
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Real Talk on SEC Rules with David Peavler
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18:58
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Show notes: Financial reporting professionals for private, public, nonprofit, or government organizations can join the SEC Professionals Group (it’s free!) to catch all of David’s comments from the Pro Group Q1 meeting. Find all episodes of Off the Books at workiva.com/off-the-books-podcastBy David Peavler, Steve Soter, Catherine Tsai
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Capital Markets, IPOs, and Fab Founders with Mary Grove
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16:11
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Show notes: As Mary mentioned in this episode, her office hours at Bread and Butter Ventures are open to anyone. Learn more. Find all episodes of Off the Books at workiva.com/off-the-books-podcastBy Mary Grove, Catherine Tsai, Steve Soter
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Overstock CEO Jonathan Johnson on Governance, the G in ESG
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Jonathan Johnson, who became CEO of Overstock after founder Patrick Byrne resigned, chats with Catherine and Steve about the “G” in ESG, cryptocurrency, and setting the tone from the top. During his career at Overstock and elsewhere, Jonathan has served as a general counsel and CFO, giving him an appreciation for strong corporate governance. Tune i…
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The Impact of Internal Audit—What We Learned at IIA GAM 2023
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Show Notes: The draft of the Global Internal Audit Standards is now available for public comment through May 30, 2023 Check out the IIA’s yearly report, the Pulse of Internal Audit, which provides insights about internal audit budgets, staff, audit plans, risks, and more Get more internal audit tips and takeaways for 2023…
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Behind the Scenes of “Madoff: The Monster of Wall Street”
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Show Notes: The Netflix docuseries Madoff: The Monster of Wall Street was directed by Joe Berlinger. Jim Campbell is the author of Madoff Talks: Uncovering the Untold Story Behind the Most Notorious Ponzi Scheme in History and was co-executive producer of Madoff: The Monster of Wall Street. He is also assistant news director at WCGH-AM. Ali Levin, …
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What Happened to Silicon Valley Bank, and What’s Next?
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The collapse of Silicon Valley Bank and the ripple effects have left us with so many questions. Catherine and Steve sit down with former auditors Ernest Anunciacion and Josh Gertsch to try to answer them all. Let’s dive in.By Catherine Tsai, Steve Soter, Josh Gertsch, Ernest Anunciacion
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Off the Books vs. Everything Everywhere All At Once
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Show notes: Review which movies the crew originally considered when producer Mike Gravagno asked them to find the best accounting movie. Tell us what they got right and wrong about the movies they’ve debated so far: The Shawshank Redemption Ghostbusters Moonstruck The UntouchablesBy Nick Renkoski, Steve Soter, Catherine Tsai, Mike Gravagno
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How I Became a Controller (Who Also Does ESG Accounting)
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Catherine and Steve sat down with Jonathan Gregory, North America Controller for The Hershey Co., to discuss how he ended up with what has to be one of the sweetest accounting and finance jobs in Pennsylvania. Sink your teeth into this episode.By Jonathan Gregory, Catherine Tsai, Steve Soter
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Breaking Down Q4 2022 Earnings with Nick Mazing
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Nick Mazing of AlphaSense is back to cover a whirlwind of info related to Q4 2022 earnings. The crew covers what companies are saying about crypto, interest, inflation, and more hot topics in their annual reports. Plus, we asked ChatGPT to come up with our closing question of the day. What could go wrong? Listen in!…
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Finance and Accounting Trends for Job Hoppers and Their Bosses
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Read some of the latest news from Robert Half on hiring trends in accounting and finance and more: Employment trends and demand for skilled talent Salary guide for finance and accounting Survey: Nearly half of U.S. workers plan to look for a new position in the new yearBy Steve Saah, Steve Soter, Catherine Tsai
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This 2022 episode is too relevant not to re-air this year. Black accountants are underrepresented in the profession, which matters as companies look at candidates to promote to CFO. Levongia Carrera shares what can help Black executives feel more supported in the workplace.By Catherine Tsai, Levongia Carrera, Steve Soter
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An ESG Community with Financial Reporting Folks and More
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24:35
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Learn more about the ESG Professionals Group, and join for free.By Mark Mellen, Lauren Uyeno, Steve Soter, Catherine Tsai
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Review which movies the crew originally considered when Mike Gravagno asked them to find the best accounting movie. Tell us what they got right and wrong about the movies they’ve debated so far: The Shawshank Redemption Ghostbusters MoonstruckBy Steve Soter, Mike Gravagno, Catherine Tsai
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Show notes: Read the study mentioned in this episode. The study was written by Alexander Dyck, Adair Morse, and Luigi Zingales and was mentioned in the January 14, 2023, edition of DealBook.By Don Langevoort, Catherine Tsai, Josh Gertsch, Steve Soter
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Building Trust in the Workplace Without the Trust Falls
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24:24
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For more of what Curt Steinhorst said about how leaders build trust and spark organizational confidence, watch his webinar on demand. Let us know what trends you’re seeing in your workplace. Take the 2023 workplace trends survey before February 28, 2023, for a chance to win a fitness mirror.By Curt Steinhorst, Ernest Anunciacion, Catherine Tsai, Josh Gertsch, Steve Soter
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Secrets for FP&A Teams from a Market Researcher
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Kelly Davis of Outdoor Industry Association returns! The podcast crew interrupts Kelly’s time with her dogs to ask how market researchers can be a financial planning and analysis (FP&A) team’s best friend.By Steve Soter, Catherine Tsai, Kelly Davis
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Behind the Des Moines Public Schools $50,000 Retention Bonus
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Would you stick around an extra year for $50,000? Shashank Aurora, Chief Financial Officer of Des Moines Public Schools, takes us behind the scenes of the school district’s offer to get retiring teachers to stay one more year.By Shashank Aurora, Catherine Tsai, Steve Soter
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100th Episode Extravaganza! The Best of Off the Books
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We’re celebrating 100 episodes of Off the Books! Hear how it all started, and relive some of the best clips of the accounting podcast you know and love.By Steve Soter, Catherine Tsai, Mike Gravagno, Nick Renkoski
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Catch a glimpse of the memes along with Mike and Catherine over on YouTube!By Catherine Tsai, Steve Soter, Mike Gravagno
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Tad Slowik and Andy Sroka highlight recent JUCO action in the midwest.By Prep Baseball Report
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