Off the Books
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Introducing The Pre-Read: Where CFOs Get Their Edge
We'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 week, hosts Alyssa…
The Final Balance
Join 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 much more). Dive into…
Closing the Books: Pausing Enforcement of the Foreign Corrupt Practices Act
In 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 enough, it does not in…
Climate Disclosures: We Ask a Lawyer What the SEC Did
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Off the Books vs MoviePass, MovieCrash
Take 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 pleaded guilty to…
A Deep Dive into 10-K Filings with Nick Mazing
Executive 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 generative artificial…
Keys to Acing an Annual Performance Review
Who 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 tell us about it on the…
The Envelope Please: The Best Accounting Movie Is...
Find past conversations at workiva.com/off-the-books-podcast
Value Creation Under Pressure: Insights from Global Executives
Find more survey insights at workiva.com/benchmark-2025
Is Sustainability Unsustainable?
How is the shifting political landscape affecting environmental, social, and governance issues? Is ESG dead? Steve and Catherine ask Brandon Buhler, Chief Accounting Officer for Playa Hotels and…
Return to Office: What’s at Stake for Employees and Employers
Enjoy this episode? Find past conversations of us surfing the uncharted waters of accounting, finance, risk, and wherever else the waves take us at workiva.com/off-the-books-podcast
Hot Views on Hot News in Accounting and Finance
To 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:Blog post on the SEC’s…
Behind the 1MDB Scandal with Xavier Justo
Xavier 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 prime minister. Hear…
Off the Presses: Sounding Off After the Election
Joining Steve to give their initial reactions are Chelsea Hall, Workiva Industry Principal for SEC reporting and financial reporting, and Mark Mellen, Workiva Industry Principal for sustainability…
Transforming Internal Audit
Internal 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 International…
The SEC vs the Courts
Recently, 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, and the potential…
Starting a New Job the Right Way
Switching 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 Workiva as industry…
When ESG Meets Financial Reporting
Charley 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 with accountants. This…
All Things Data Management: A Deputy CFO’s Point of View
When 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
We 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 said about SolarWinds.…
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Off the Books has published 185 episodes since April 2020, covering topics in Business, Careers.
Off the Books is currently dormant with new episodes weekly. Average episode length is 23m.
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