Off the Books (Workiva)
Explore every episode of Off the Books
| Pub. Date | Title | Duration | |
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| 26 Sep 2024 | Psychological Safety at Work When You’re an Internal Auditor | 00:18:11 | |
Internal auditors are in a key position to both benefit from and promote psychological safety at work. But what does having psychological safety at work mean? Ignatia Mannoe and Manja Knevelbaard—two of the co-authors of the new “Psychological Safety Tools for Internal Audit” IIA Netherlands publication—join us to discuss it all in this episode, recorded at the IIA International Conference. | |||
| 31 Oct 2024 | The SEC vs the Courts | 00:21:13 | |
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 ripple effects—plus, other challenges facing the SEC and possible changes with a new SEC chair.
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| 02 Dec 2020 | Forensic (Accounting) Files with Tim Tribe: Part Two | 00:17:01 | |
In the second half of our conversation, Tim Tribe of Ingen Financial Forensics shares some really incredible stories about his life as a forensic accountant. Check it out! Listen now!
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| 08 Jul 2020 | Decoding Cryptocurrency in Accounting: Part Two | 00:26:55 | |
Ben Taylor from Softledger comes back from the future to continue schooling the gang on cryptocurrency and blockchain. Then things shift to talking about lettuce, wine, and socks. Tune in!
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| 01 Jun 2021 | End of Season 2 | 00:01:11 | |
Schools out! Season two is wrapped up and Nick and Steve are grabbing their surfboards and hitting the waves. We’ll be back soon with more on the latest from the financial waves.
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| 06 Apr 2021 | The Power of Connectivity | 00:21:04 | |
Adam Roundy from Hallows & Company in Salina, Utah (population 2,500) join Drew Deubner, Steve Soter, and Nick Renkoski to explain how connectivity allows firms to think big even in small towns, allowing you to do meaningful work wherever you want to be.
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| 18 Apr 2024 | What Is NOCLAR? Breaking Down the PCAOB's Proposal | 00:16:56 | |
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 in to get all the details!
Read Matt Kelly’s article on NOCLAR here: https://www.radicalcompliance.com/2024/02/27/noclar-audit-proposal-keeps-going/ Hear more from Matt Kelly on the SEC’s climate-related and cybersecurity disclosure rules: https://www.workiva.com/resources/reading-tea-leaves-predictions-cybersecurity-chatgpt-and-more, https://www.workiva.com/resources/audit-and-risk-prep-sec-climate-rule | |||
| 07 Mar 2024 | Off the Books vs. Stranger Than Fiction | 00:26:30 | |
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!
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| 06 Feb 2025 | Return to Office: What’s at Stake for Employees and Employers | 00:20:47 | |
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 | |||
| 22 Mar 2022 | Going with the Flo: A Chat with FloQast CEO Mike Whitmire | 00:29:32 | |
Mike Whitmire wasn’t even a decade out from graduating with an accounting degree when he co-founded FloQast, a software company created by accountants for accountants in 2013. Mike shares how he became CEO of a startup, how he keeps blazing his own path, and why he wanted to make a web series for accountants.
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| 29 Jun 2023 | Uncovering the Sexiest of SEC Filings with Footnoted.com | 00:24:58 | |
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-the-books-podcast | |||
| 16 Jun 2020 | The FERC Mandate: All The Buzz in the Energy Sector | 00:22:07 | |
Six months to comply to XBRL? Say watt? Shocking, but likely true for energy companies. April Brady and David Winn spark the conversation and share tips for FERC filers.
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| 28 May 2024 | The IPO Chronicles: Building from Scratch | 00:18:56 | |
Taking a company public is no small feat. Nancy Golembiewski had been through one initial public offering before she joined Duolingo as a controller to help with its IPO. Listen as she takes us back to her very first IPO. “Follow” us or subscribe so you don’t miss Part 2 of our chat with Nancy. | |||
| 22 Jun 2022 | Mandi vs. Steve on the SEC Climate Disclosure Proposal | 00:32:32 | |
ESG Talk’s Mandi McReynolds joins Off the Books to give an ESG director’s point of view on the SEC’s climate disclosure proposal, while Steve offers the perspective of an SEC reporting director. Will they see eye to eye? Will Catherine have to give them a timeout? Will the Workiva podiverse ever be the same? Tune in:
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| 01 Apr 2020 | What to do when your coworkers are cats | 00:30:40 | |
In this episode Steve Soter, Camille Rudy, and Ernest Anunciacion discuss what a global pandemic means for accounting, finance, and audit. Drew herds the resident cats and gets his head around what it all means.
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| 12 Oct 2023 | Getting Comfortable with Climate Disclosures | 00:21:53 | |
Show notes:
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| 26 Jan 2021 | Straightening Out CECL for 2021 (Part Two) | 00:13:47 | |
So, banks tried this new accounting standard, and then COVID blew the whole thing to hell. And the related, but kinda-not-related, CARES Act didn’t help things either. It’s a doozy. Heather Markheim and Chris Albela untangle the whole mess for Drew and Steve. Tune in!
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| 09 Aug 2022 | How to Tame Conference Anxiety and Enjoy the Show | 00:32:04 | |
After a couple of years off, are you ready to mix and mingle at in-person industry events? Robert Coplan, developmental psychologist and Professor of Psychology at Carleton University, offers tips on how to ease back into real life gatherings so you can get the most out of conferences like Workiva Amplify this fall.
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| 02 Feb 2021 | OTB Mailbox: GameStop for Dummies | 00:18:11 | |
Today, we’re checking the OTB Mailbox. Drew and Steve help a listener understand what in the Sam Hill is going on with GameStop, what the SEC will do next, and learn why the muffaletta is nature’s perfect sandwich. Tune in!
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| 29 May 2024 | The IPO Chronicles: Taking Duolingo Public | 00:14:20 | |
See what Nancy Golembiewski said when she was asked what she would do differently from her first initial public offering. Missed the first part of our chat with Nancy? Find it here! | |||
| 10 Oct 2024 | Time to Lead: Turning Data into Opportunity | 00:19:04 | |
Find more episodes at newsroom.workiva.com/esg-talk and workiva.com/off-the-books-podcast. Subscribe to catch all our upcoming episodes of both ESG Talk and Off the Books. | |||
| 30 Mar 2021 | The ABCs of ESG | 00:20:18 | |
Never heard of environmental, social, and corporate governance (ESG)? Well, it likely won’t be long before your finance team will be required to report on it. Smart teams are already starting. Darcie Brossart joins Drew Deubner and Steve Soter to discuss what to look out for.
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| 08 Dec 2022 | Behind the Des Moines Public Schools $50,000 Retention Bonus | 00:14:26 | |
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.
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| 13 Jul 2023 | Back to Basics, Part 1: What’s Up with SEC Climate Disclosures? | 00:23:47 | |
Show notes:
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| 20 Oct 2022 | Off the Books vs. Moonstruck: Best Accounting Movies | 00:26:07 | |
YouTubers, drop a comment on what the crew got right and wrong: Want more movie episodes? Check them out here:
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| 21 Nov 2024 | Behind the 1MDB Scandal with Xavier Justo | 00:38:23 | |
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 what he would tell potential whistleblowers!
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| 25 Apr 2024 | Ask a Former SEC Regional Director Anything | 00:31:05 | |
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 perspective and blows their minds! Listen now.
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| 04 May 2021 | All about ESG with Bob Hirth (Part 2) | 00:21:08 | |
Bob Hirth of Protiviti concludes our conversation about ESG reporting, making the case that finance teams would do well to be an early adopter and not a laggard.
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| 16 Mar 2023 | Off the Books vs. Everything Everywhere All At Once | 00:40:05 | |
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: | |||
| 20 Apr 2021 | Dear Graduates (Part 2) | 00:19:10 | |
Steve Soter, April Brady, and Josh Gertsch are back to finish their lesson for upcoming accounting professionals; the good, the bad, and the stuff no one will tell you. Listen up—don’t worry, there won’t be a test.
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| 30 Mar 2023 | Behind the Scenes of “Madoff: The Monster of Wall Street” | 00:37:29 | |
Show Notes:
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| 09 Dec 2020 | Q3 in Review: Vaccines Rule Everything Around Me | 00:23:33 | |
Nick Mazing of Sentieo drops the deets on all the fascinating stuff that’s happened behind the scenes in Q3 financial disclosures. Steve and the Drew-Tang Clan spit rhymes on the Biden administration, what’s new with the SEC, and so much more. Check it out, y’all!
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| 03 Oct 2024 | Your Voices Amplified: What You Had to Say About Gen AI, Career Advice, Assured Integrated Reporting, and More! | 00:36:42 | |
Hear from Ahmad Abdallah, David Anderson, Brandon Buhler, Jonathan Gregory, Leanne Groenewegen, and Rachael Staab about:
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| 20 Jul 2023 | Back to Basics, Part 2: So…Who Regulates ESG? (And More Q&A) | 00:19:42 | |
Show notes:
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| 15 Feb 2022 | Diversity in Accounting | 00:39:23 | |
Black accountants are underrepresented in the profession, which matters as companies look at candidates to promote on the path to CFO. Levongia Carrera of Airbnb shares what can help Black executives feel more supported.
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| 11 Nov 2020 | The One Where Steve Meets the Enron Whistleblower | 00:27:52 | |
What the what? Steve sat down for an interview with Sherron Watkins, the whistleblower at the heart of the Enron scandal, to get the whole scoop on what led up to her reporting the crimes, her life afterword, and much more. It’s a can’t-miss episode! Tune in now!
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| 03 Nov 2022 | The SEC and FASB: Turning Down the Political Heat, Part 2 | 00:22:03 | |
Part 2 of the conversation with Nicola White of Bloomberg and Alan Wilson of the law firm WilmerHale! Last week there were so many insights on the SEC, FASB, and crypto accounting that we had to keep the convo going. Catch the rest of the chat now.
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| 14 Jul 2020 | Perspective and Success: A Fireside Chat with Joe Howell | 00:32:02 | |
With decades of CFO experience, and as a founder of the SEC and SOX Professionals Groups, Joe Howell has a ton to say about the historical perspective of the COVID-19 situation and how accounting pros can make the best of the change in their own careers.
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| 10 Mar 2021 | The M&A Q&A (Part Two | 00:14:37 | |
You asked and we answered! Today we look at a piece of listener mail to learn a little bit more about mergers and acquisitions with the conclusion of our conversation with Erik Elfrink of KPMG.
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| 22 Jun 2023 | Off the Books vs. The Accountant | 00:37:33 | |
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: Find all episodes of Off the Books at workiva.com/off-the-books-podcast | |||
| 08 Mar 2022 | Career Profile: Lawyer by Day, Accountant by Night | 00:23:42 | |
How does someone go from earning an accounting degree to becoming a securities lawyer? Catherine and Steve are joined by Alan J. Wilson, JD, CPA, of the law firm WilmerHale to discover what led him down a career path where law and accounting intersect—and what secrets are hidden in such an intersection!
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| 26 May 2020 | Transatlantic Panic: The State of Finance Today in the EU | 00:26:52 | |
We check in with our European correspondent Conor O’Kelly for a look at what’s been happening in the world of accounting and finance overseas. Put a kettle of tea on and tune in!
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| 08 Feb 2022 | 10-Ks, Accounting, and That Awkward Teenage Phase | 00:22:38 | |
Podcast recidivist Nick Mazing returns to break down 10-Ks, CEO letters, the historical approach to accounting, and the non-traditional sources of information that offer hints of how investors truly value a company—even when that company’s voice is cracking and it isn’t always sure what it wants to be when it grows up.
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| 25 Nov 2020 | Forensic (Accounting) Files with Tim Tribe: Part One | 00:19:16 | |
Take a microscopically close look at the fascinating world of forensic accounting with Tim Tribe of Ingen Financial Forensics. Find out what forensic accountants do, how he landed the gig, and what it’s like to teach juries about accounting. Check it out! Listen now!
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| 29 Oct 2020 | Eerie Accountancy: The Ghost Tick | 00:10:03 | |
We’re surfing way off the deep end with this one! Right in time for Halloween, listen to this spooky tale based around a real-life accounting horror story shared by one of our listeners. Tune in—if you dare!
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| 13 Apr 2021 | Dear Graduates (Part 1) | 00:23:01 | |
With graduation day coming up, Off the Books answers some listener mail about advice for upcoming accounting professionals. Steve Soter, April Brady, and Josh Gertsch drop some knowledge on recent grads. Listen up, class.
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| 29 Apr 2020 | Eerie Accountancy: The Whistling Weakness | 00:11:22 | |
This episode’s on a different wave. Listen to a spooky tale based around a real-life accounting horror story shared by listeners.
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| 15 Jun 2023 | Real Talk on SEC Rules with David Peavler | 00:18:58 | |
Show notes:
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| 05 Dec 2024 | Hot Views on Hot News in Accounting and Finance | 00:20:37 | |
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 cybersecurity disclosure rule https://www.workiva.com/blog/sec-cybersecurity-rule PCAOB resource for audit committees https://assets.pcaobus.org/pcaob-dev/docs/default-source/documents/2023-audit-committee-resource-spotlight.pdf EDGAR® Next https://www.workiva.com/resources/edgar-next-with-workiva
Find past conversations at workiva.com/off-the-books-podcast.
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| 27 Jul 2023 | Encore Episode: How to Tame Conference Anxiety and Enjoy the Show | 00:27:23 | |
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: | |||
| 09 Nov 2023 | How to Assess the Materiality of a Cybersecurity Event | 00:16:24 | |
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.
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| 27 Oct 2020 | Bite-Sized Episode: Stock Compensation | 00:07:10 | |
Questions? Feedback? Want to be a guest on Off the Books? Write us at offthebooks@workiva.com. | |||
| 22 Sep 2020 | Rob Sand: Iowa State Auditor, Efficiency Aficionado | 00:26:21 | |
Here's the episode of The Daily we mention. And, here's the New York Times article that that episode is based on. (Check them out, they're really good.) | |||
| 10 Feb 2021 | SPAC to the Future: Part One | 00:13:05 | |
Great Scott! Will SPACs be the IPO of the 21st Century? Will going public ever be the same? How many pairs of Crocs can Steve cram in his closet? Join Steve, Drew, Josh Gertsch, and Caleb Cannon as they find those answers via 1.21 gigawatts of podcast power. Tune in!
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| 30 Nov 2021 | Season 2 BONUS: The 2021 Q3 Earnings Recap with Nick Mazing | 00:23:29 | |
On this special bonus episode, returning guest Nick Mazing of Sentieo joins Steve Soter and new co-host Catherine Tsai to share nuggets from companies’ Q3 earnings disclosures. They talk supply chain issues, housing markets, inflation, flies in Chardonnay, and so much more!
We’ll be back in 2022 with season 3!
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| 24 Feb 2021 | Leadership Inside a Fishbowl | 00:25:46 | |
Today we’re playing a high stakes game of follow the leader, talking with experts from Deloitte about what makes a good financial leader, how that need has changed, and a little bit about how to be liked along the way. Play on!
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| 15 Mar 2022 | The Super-Duper Best Accounting Movies of All Time | 00:51:20 | |
It’s a takeover! Off the Books producer Mike Gravagno takes the microphone, yo (see what we did there), and we’ll never be the same. It’s an episode unlike any other. Check it out.
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| 27 Apr 2021 | All about ESG with Bob Hirth (Part 1) | 00:22:16 | |
Nick Renkoski and Steve Soter are joined by Bob Hirth, Senior Managing Director at Protiviti, and an ESG proponent to discuss his career, the state of ESG, and why businesses should get on board.
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| 29 Aug 2024 | When an SEC Enforcer Says Your Auditor Is a Sham Audit Mill | 00:32:10 | |
BF Borgers, the audit firm whose clients included Trump Media & Technology Group Corp., got called a “sham audit mill” by the SEC’s top enforcer. White tells us how that affected BF Borgers’ clients. | |||
| 13 Jul 2021 | Balancing the Books: Equality in Accounting Part 2 | 00:18:41 | |
Nick Renkoski, Steve Soter and Penny Ashley-Lawrence complete their discussion of the challenges of women in finance and what can be done.
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| 08 Sep 2020 | What Dick Butkus and Internal Audit Have in Common | 00:30:09 | |
So the IIA rolled out a new Three Lines model, which shakes the internal audit function to its core. What’s it mean, why’s it important, and what now? Ernest goes long with some football analogies, David waxes eloquent about gazpacho and accountability, and Drew drops puns, per usual. Tune in!
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| 06 Jul 2021 | Balancing the Books: Equality in Accounting Part 1 | 00:18:55 | |
Nick Renkoski and Steve Soter are joined by Penny Ashley-Lawrence to discuss workplace issues that affect women and what everyone can do to make the world of finance more fair.
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| 23 Mar 2023 | What Happened to Silicon Valley Bank, and What’s Next? | 00:31:44 | |
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.
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| 10 Aug 2021 | Workiva Opens the Marketplace | 00:25:53 | |
Nick Renkoski and Steve Soter are joined by Nick Mazing of Sentieo and Nancy Mentesana of the Argyle Company to discuss Workiva’s new Marketplace and its benefits.
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| 23 Mar 2021 | Mel Robbins, The 5-Second Rule, and You | 00:27:33 | |
Author Mel Robbins recently spoke to Workiva about her 5-second rule for productivity and creativity. Joel Capperella, who spoke with Mel, join Nick Renkoski and Steve Soter to discuss what Mel’s message means for finance professionals.
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| 06 Jan 2021 | End of the Road: GE CAS (Part Two) | 00:14:10 | |
In the back half of our two-part conversation, Dom Fatibene and Ernest Anunciacion wax nostalgic about their travels with CAS and how it’s shaped their careers. Let’s go! Tune in now!
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| 11 May 2021 | Q1 Review with Nick Mazing | 00:21:59 | |
Nick Mazing of Sentieo joins Nick Renkoski and Steve Soter to cover the biggest financial news of the first part of the year. SPACs! ESG! Crocs! Oh, my!
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| 09 Mar 2023 | How I Became a Controller (Who Also Does ESG Accounting) | 00:31:33 | |
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.
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| 16 Aug 2022 | Goodbye to Taxes as We Know Them (and to Season 3) | 00:24:44 | |
A proposal to tax companies based on book income instead of their tax income was tucked into the Inflation Reduction Act of 2022, and that sure got Steve Soter and Josh Gertsch talking. Catherine soaks in why it’s such a big deal for accounting teams.
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| 27 Jun 2024 | Crunching Numbers, Crushing Goals: Career and Finance Transformation | 00:22:51 | |
The Hershey Co. North America Controller Jonathan Gregory is back to talk about the many flavors of transformation, from finance transformation to career growth and the evolution of technology. Hit that little “subscribe” button to watch all of our upcoming episodes from outside the NYSE. | |||
| 18 Nov 2020 | You Down with PPP? Yeah, You Know Me | 00:26:33 | |
The Paycheck Protection Program offered small businesses shelter from the impact of COVID. But, as Marc Butler of Intelligize explains, it’s not quite as straightforward as you’d think. Steve and Drew chat chickens. Hit it!
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| 04 Aug 2020 | Romaine on the Blockchain, Wine Fraud on the Brain | 00:17:00 | |
Ben Taylor from Softledger stops by again and offers more down-to-earth blockchain examples—wine, flour, and lettuce. Drew helps Steve with his debilitating reliance on bootleg Diet Coke. Tune in now!
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| 22 Oct 2024 | The SEC Catches Heat for Their Case Against SolarWinds | 00:22:20 | |
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. Matt’s opinions in the podcast are his own, and do not represent Workiva. Find more episodes at workiva.com/off-the-books-podcast.
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| 27 Oct 2022 | The SEC and FASB: Turning Down the Political Heat, Part 1 | 00:22:45 | |
Is it hot in here, or is it just the FASB? Nicola White of Bloomberg and Alan Wilson, CPA and securities attorney from WilmerHale, swing by to discuss the backstory and ramifications on a move to protect the Financial Standards Accounting Board from political interference—and get it to act a wee bit faster. Learn more.
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| 28 Jul 2020 | Mama Mia: Nintendo’s Data Security Woes Continue | 00:23:54 | |
Remember Nintendo’s third-party-vendor data breach? Yeah, it’s back again. Matt and Andy wrestle with the technical stuff, and Ernest drops the six-part Konami code for risk management, and Drew makes bad puns. Tune in now!
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| 10 Nov 2022 | A Seed Funding Pool Party with the VC Minute Podcast Host | 00:22:11 | |
How is raising capital for a startup like having a pool party? Rich Maloy of SpringTime Ventures (and host of the VC Minute podcast) swings by Off the Books to make a splash! Watch now.
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| 08 Apr 2020 | An SEC PCAOB? OMG! | 00:28:22 | |
So the 2021 federal budget came out, and it calls for folding the PCAOB into the SEC. Say what? Join host Drew Deubner as he tries to make heads or tails of that, and asks risk and finance experts if this could ever really see the light of day.
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| 15 Feb 2024 | The Road to Becoming a Financial Controls Director | 00:14:57 | |
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, finance, and risk leaders. | |||
| 11 Aug 2020 | Cirque du Soleil, Mitt Romney, and a Bus Company | 00:24:42 | |
Private equity, as Steve and Drew learn, is the business of buying businesses, making them work better, then selling them. Jennifer Neill and Emilie McLaughlin give them the full scoop, and Steve starts an international bus conglomerate for pennies on the dollar. Tune in now!
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| 23 Dec 2020 | Steve Explains Accounting Memes: Darth Sidious Depreciates Land | 00:19:26 | |
Drew is not an accountant, which means he doesn’t understand the accounting memes that make the internet LOL out loud. Steve uses the force and breaks ‘em down. This one's blowin' up like the Death Star. Tune in!
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| 19 Oct 2023 | Fallout from Fines at a SPAC Audit Firm | 00:19:30 | |
Show notes: Read more from Nicola and Bloomberg on the soaring IPO and SPAC markets that ensnared two audit firms. | |||
| 04 Apr 2024 | Off the Books vs. All the Smartest Queen’s Horses in the Room | 00:38:36 | |
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 original episode (and movie bracket). For more accounting fun, follow us or subscribe wherever you get your podcasts so you don’t miss any new episodes. | |||
| 25 May 2021 | Nick “Explains” Accounting Memes: Boromir’s Warning and Vince Mahon Wrestles with Ledger Balances | 00:27:11 | |
We’ve got a fever, and the only prescription is more accounting memes! This time, Steve Soter plays quizmaster and tests the accounting knowledge of Nick Renkoski—who is not an accountant. The results are revealing in more ways than one.
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| 29 Mar 2022 | The Shelf Life of Audit Experience | 00:19:44 | |
Researchers say audit experience can influence a chief financial officer’s behavior—but not forever. Returning guest Josh Gertsch has worked with CFOs in a variety of ways and unleashes his expertise on the topic. Listen in:
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| 23 Jun 2020 | How to Win at Global Regulatory Whack-a-Mole | 00:31:10 | |
So, Country A doesn’t want disclosures filed in the same way as Country B. And when you exist in both, that gets hairy. Paul Volpe walks the gang through the intricacies of the situation, and offers some advice for companies looking for an exit from the rat race.
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| 30 Jun 2020 | Decoding Cryptocurrency in Accounting: Part One | 00:23:49 | |
Fake money? On an intangible general ledger? All living on the cloud? Ben Taylor of Softledger explains why that’s really not a bonkers idea, and why cryptocurrency and blockchain has benefits to accountants of all stripes.
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| 06 Apr 2023 | The Impact of Internal Audit—What We Learned at IIA GAM 2023 | 00:30:58 | |
Show Notes:
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| 01 Sep 2020 | Workiva Amplify: Even Better Than Mini Pizzas | 00:10:09 | |
Register at workiva.com/amplifypodcast. | |||
| 17 Nov 2022 | Meme Me Up, Stevey | 00:16:07 | |
Catch a glimpse of the memes along with Mike and Catherine over on YouTube! | |||
| 01 Aug 2024 | An Extraordinary Conversation with the WorldCom Whistleblower | 00:31:08 | |
In honor of National Whistleblower Day, we talk with WorldCom whistleblower Cynthia Cooper about finding the courage to speak up. We ask her why her story is still so relevant today, roughly two decades after WorldCom’s CFO and CEO were sentenced over a multibillion-dollar fraud.
Read more in Cynthia’s book, Extraordinary Circumstances.
See Cynthia in person in Denver at Amplify 2024, the conference that brings together audit, risk, accounting, finance, and sustainability professionals. | |||
| 26 Jan 2022 | The SEC’s SPAC Attack Is Back! | 00:22:28 | |
The Securities and Exchange Commission is taking a closer look at rules for special purpose acquisition companies, or SPACs—the blank check firms that have drawn celebrity endorsements from the likes of Shaq, Serena Williams, and A-Rod. Michael Coke of the law firm Wilson Sonsini joins Off the Books to break it all down!
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| 09 Feb 2023 | An ESG Community with Financial Reporting Folks and More | 00:24:35 | |
Learn more about the ESG Professionals Group, and join for free. | |||
| 14 Dec 2023 | Reading the Tea Leaves: Predictions for Cybersecurity, ChatGPT, and More! | 00:11:40 | |
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.
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| 19 Apr 2022 | Accounting for War: The Impacts of Ukraine | 00:26:39 | |
As companies work to protect employees in Ukraine, they’re also making related adjustments in accounting and risk management. This week, Steve and Catherine are joined by Mike Ruble, an audit partner at PwC, to dig into issues from asset impairment to materiality to the risk of nationalization.
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| 09 Jun 2020 | Steve Explains Accounting Memes: Jim Halpert and the Sorting Hat | 00:22:37 | |
There are a ton of accounting memes out there, and Drew doesn’t understand them (or Harry Potter or Thanos, as it turns out). Steve breaks them down, and shares his own Avada Kedavra moment in accounting.
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| 20 Jan 2021 | Straightening Out CECL for 2021 (Part One) | 00:15:48 | |
So, banks got ready for this new accounting standard, and then COVID blew the whole thing to hell. And the related, but kinda-not-related, CARES Act didn’t help things either. It’s a doozy. Heather Markheim and Chris Albela untangle the whole mess for Drew and Steve. Tune in!
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| 18 Jan 2022 | The Inside Scoop on Insider Trading | 00:18:42 | |
The hosts talk to Brandon Ziegler, chief legal officer at Workiva, about insider trading and how executives might get themselves in trouble, even when they have 10b5-1 plans that are meant to help them steer clear of it.
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| 15 Mar 2024 | Making Sense of the SEC Rule on Climate-Related Disclosures | 00:42:18 | |
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 The Hershey Co., and Alan Wilson, Partner at WilmerHale, share their initial reactions, what surprised them in the rule, and some of their questions about the rule in the weeks and months to come. Subscribe to ESG Talk and Off the Books as we continue the conversation in the year ahead. | |||
| 08 Jun 2022 | Cryptocurrency and Accounting, with SoftLedger CEO Ben Taylor | 00:29:21 | |
Wouldn't it be nice if crypto accounting were less ... cryptic? FASB, the Financial Accounting Standards Board, has finally said it will think about setting rules around accounting for certain digital assets like bitcoin. Ben Taylor of SoftLedger, whose accounting software can help automate cryptocurrency transactions, breaks it all down. Listen in.
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| 26 Sep 2023 | Unite to Ignite: Workiva Amplify 2023 | 00:26:44 | |
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