Latest R2r Podcast Episodes
Ask a Former SEC Regional Director Anything
Off the Books - April 25, 2024 07:00 - 31 minutesSteve 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.
What Is NOCLAR? Breaking Down the PCAOB's Proposal
Off the Books - April 18, 2024 07:00 - 16 minutesThe 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 i...
Audit and Risk Prep for the SEC Climate Rule
Off the Books - April 11, 2024 07:00 - 19 minutesNow 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 the SEC cybersecurity rule in this podcast episode ...
Off the Books vs. All the Smartest Queen’s Horses in the Room
Off the Books - April 04, 2024 07:00 - 38 minutesOff 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 i...
The Strategy of a Pre-IPO Accounting Leader
Off the Books - March 28, 2024 07:00 - 29 minutesAfter 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 Tsai and Josh Gertsch ask him about challenges facing ...
Different Perspectives From Internal Audit Leaders
Off the Books - March 21, 2024 07:00 - 32 minutesTom 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 more. Tune in!
Making Sense of the SEC Rule on Climate-Related Disclosures
Off the Books - March 15, 2024 07:00 - 42 minutesIn 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 though...
Off the Books vs. Stranger Than Fiction
Off the Books - March 07, 2024 08:00 - 26 minutesIt’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!
Inside Baseball: What It’s Like to Be CFO with Steve Cates
Off the Books - February 29, 2024 08:00 - 23 minutesFollow 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.
Getting Ready for Regulations and Gen AI
Off the Books - February 22, 2024 08:00 - 28 minutesFollow Off the Books so you don’t miss any of our upcoming interviews of accounting, finance, and risk leaders at Amplify.
Press Play - The Podcast from Reel Resilience - Ep 26: In Conversation With Dan Labrie of Myriad Magnetic - Part 2
Press Play > Dedicated to All Things Reel-to-Reel - February 16, 2024 20:00 - 22 minutes ★★★★★ - 1 ratingIn part 2 of this two-part podcast we talk to Dan Labrie owner of Myriad Magnetic. Dan has been involved in professional analogue recording technology since 2010. He began his career replacing switches and capacitors on an Amek console at a recording studio in Detroit. As a result of working ...
The Road to Becoming a Financial Controls Director
Off the Books - February 15, 2024 08:00 - 14 minutesBelieve 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 ...
Checking in on Cybersecurity & SEC Comment Letters on Climate
Off the Books - February 08, 2024 08:00 - 23 minutesOff 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 Mike what’s new. Hit that “Follow” button for Off the...
Iain Is Interviewed on Local Radio
Press Play > Dedicated to All Things Reel-to-Reel - January 07, 2024 19:00 - 34 minutes ★★★★★ - 1 ratingI have been meaning to do this for a long time, a bit more about me and my experience, so you get an idea of the person behind all of this. I did an outline of my background in Episode 1 but there is nothing like being interviewed and answering those, sometimes tricky questions, that get you se...
Press Play - The Podcast from Reel Resilience - Ep 25: Iain Is Interviewed on Local Radio
Press Play > Dedicated to All Things Reel-to-Reel - January 07, 2024 19:00 - 34 minutes ★★★★★ - 1 ratingI have been meaning to do this for a long time, a bit more about me and my experience, so you get an idea of the person behind all of this. I did an outline of my background in Episode 1 but there is nothing like being interviewed and answering those, sometimes tricky questions, that get you se...
Reading the Tea Leaves: Predictions for Cybersecurity, ChatGPT, and More!
Off the Books - December 14, 2023 08:00 - 11 minutesMatt 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.
Gotta Keep ‘Em Regulated
Off the Books - December 07, 2023 08:00 - 13 minutesArthy 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 o...
Get That Job: How to Become a Financial Controller
Off the Books - November 30, 2023 08:00 - 22 minutesWhen 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,” h...
Q3 Earnings Wrap-Up with Nick Mazing: Pumpkin Spice Edition
Off the Books - November 16, 2023 08:00 - 19 minutesNick 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!
How to Assess the Materiality of a Cybersecurity Event
Off the Books - November 09, 2023 08:00 - 16 minutesSteve 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.
Capital Markets Trends with Mike Nordtvedt and Josh Gertsch
Off the Books - November 02, 2023 07:00 - 13 minutesMike 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.
Straight Tea with Accounting, ESG, Audit, Risk, & Compliance Experts
Off the Books - October 26, 2023 07:00 - 31 minutesOff 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, ESG Tiffany Leiva, internal audit Maria Siglin, internal audit Jonathan Gregory, accounting and finance J...
Fallout from Fines at a SPAC Audit Firm
Off the Books - October 19, 2023 07:00 - 19 minutesShow notes: Read more from Nicola and Bloomberg on the soaring IPO and SPAC markets that ensnared two audit firms.
Getting Comfortable with Climate Disclosures
Off the Books - October 12, 2023 07:00 - 21 minutesShow 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.
Unite to Ignite: Workiva Amplify 2023
Off the Books - September 26, 2023 08:00 - 26 minutesView 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.
Generative AI Goes to Accounting Class
Off the Books - August 31, 2023 07:00 - 34 minutesShow notes: Read the paper David co-authored for more details of how Uniper used ChatGPT for internal audit tasks Hear more about generative AI for accounting, finance, risk, audit, and ESG professionals at Amplify
Real Talk on the SEC Cybersecurity Disclosure Rule
Off the Books - August 07, 2023 08:00 - 16 minutesIn 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.
Internal Auditors, Unite! IIA International Conference Recap
Off the Books - August 03, 2023 07:00 - 27 minutesShow 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 be speaking at the SOX Professionals Group Summi...
Encore Episode: How to Tame Conference Anxiety and Enjoy the Show
Off the Books - July 27, 2023 07:00 - 27 minutesJoin 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: The Handbook of Solitude: Psychologi...
Back to Basics, Part 2: So…Who Regulates ESG? (And More Q&A)
Off the Books - July 20, 2023 07:00 - 19 minutesShow notes: Ask Steve Soter and Mark Mellen your own questions in person at Amplify. Register now. Subscribe to Off the Books! Hit the “subscribe” button on YouTube, Spotify, Apple Podcasts, or wherever you like to listen. Find every episode of Off the Books at workiva.com/off-the-books-podcast
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