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Off the BooksEpisodes
Andy Buck
Off the Books
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Steve and Catherine got to ask a former SEC regional director two big questions: Just how much should a CEO know about operations? What’s up with the SEC climate disclosure rule now that it’s stayed? David Peavler of Jones Day shares his perspe
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,
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 th
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 t
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 T
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 mor
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 o
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 capt
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.
Follow Off the Books so you don’t miss any of our upcoming interviews of accounting, finance, and risk leaders at Amplify.
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 episod
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 Mi
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.
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? Wha
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 t
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!
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.
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 re
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, ESGTiffany Leiva, internal auditMaria Siglin, internal audi
Show notes:Read more from Nicola and Bloomberg on the soaring IPO and SPAC markets that ensnared two audit firms.
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
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 joi
Show notes:Read the paper David co-authored for more details of how Uniper used ChatGPT for internal audit tasksHear more about generative AI for accounting, finance, risk, audit, and ESG professionals at Amplify
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.
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
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