Episodes 185
Avg. Duration 23m
Activity Dormant
Since Apr 2020
Latest Episode Jul 2025

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Schedule
Weekly
Format
Episodic
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feeds.simplecast.com

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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]

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Recent Episodes

Introducing The Pre-Read: Where CFOs Get Their Edge

Jul 30, 2025 1m

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

Apr 10, 2025 20m

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

Apr 03, 2025 19m

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

Mar 27, 2025 16m

We want to hear from you! Email us at [email protected]

Off the Books vs MoviePass, MovieCrash

Mar 20, 2025 21m

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

Mar 13, 2025 19m

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

Mar 06, 2025 17m

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...

Feb 27, 2025 20m

Find past conversations at workiva.com/off-the-books-podcast

Value Creation Under Pressure: Insights from Global Executives

Feb 20, 2025 30m

Find more survey insights at workiva.com/benchmark-2025

Is Sustainability Unsustainable?

Feb 13, 2025 16m

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

Feb 06, 2025 20m

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

Dec 05, 2024 20m

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

Nov 21, 2024 38m

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

Nov 14, 2024 23m

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

Nov 07, 2024 27m

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

Oct 31, 2024 21m

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

Oct 25, 2024 16m

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

Oct 24, 2024 12m

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

Oct 23, 2024 14m

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

Oct 22, 2024 22m

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.…

Frequently Asked Questions

How many episodes does Off the Books have?

Off the Books has published 185 episodes since April 2020, covering topics in Business, Careers.

Is Off the Books still active?

Off the Books is currently dormant with new episodes weekly. Average episode length is 23m.

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