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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]... more
FAQs about Off the Books:How many episodes does Off the Books have?The podcast currently has 185 episodes available.
December 07, 2023Gotta Keep ‘Em RegulatedArthy 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:...more14minPlay
November 30, 2023Get That Job: How to Become a Financial ControllerWhen 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 list of six things hiring managers look for when filling accounting and finance roles. Listen in!...more23minPlay
November 16, 2023Q3 Earnings Wrap-Up with Nick Mazing: Pumpkin Spice EditionNick 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!...more20minPlay
November 09, 2023How to Assess the Materiality of a Cybersecurity EventSteve 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....more17minPlay
November 02, 2023Capital Markets Trends with Mike Nordtvedt and Josh GertschMike 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....more14minPlay
October 26, 2023Straight Tea with Accounting, ESG, Audit, Risk, & Compliance ExpertsOff 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 auditJonathan Gregory, accounting and financeJeffrey Pullen, accounting and financeAna Sheikh, ESGWe asked them about their careers, what they’re looking for in the year ahead, and how to get the most out of conferences like Amplify. Listen in!...more32minPlay
October 19, 2023Fallout from Fines at a SPAC Audit FirmShow notes:Read more from Nicola and Bloomberg on the soaring IPO and SPAC markets that ensnared two audit firms....more20minPlay
October 12, 2023Getting Comfortable with Climate DisclosuresShow 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....more22minPlay
September 26, 2023Unite to Ignite: Workiva Amplify 2023View 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....more27minPlay
August 31, 2023Generative AI Goes to Accounting ClassShow 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...more35minPlay
FAQs about Off the Books:How many episodes does Off the Books have?The podcast currently has 185 episodes available.