Off the Books
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Episodes (141)
Inside Baseball: What It’s Like to Be CFO with Steve Cates
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.
Getting Ready for Regulations and Gen AI
Follow Off the Books so you don’t miss any of our upcoming interviews of accounting, finance, and risk leaders at Amplify.
The Road to Becoming a Financial Controls Director
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.
Checking in on Cybersecurity & SEC Comment Letters on Climate
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 Mike what’s new.
Hit that “Follow” button for Off the Books wherever you hear your podcasts to catch updates on these topics and more throughout the year.
Reading the Tea Leaves: Predictions for Cybersecurity, ChatGPT, and More!
Gotta Keep ‘Em Regulated
Get That Job: How to Become a Financial Controller
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 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!
Q3 Earnings Wrap-Up with Nick Mazing: Pumpkin Spice Edition
How to Assess the Materiality of a Cybersecurity Event
Capital Markets Trends with Mike Nordtvedt and Josh Gertsch
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 ready to go public. Listen in.
Straight Tea with Accounting, ESG, Audit, Risk, & Compliance Experts
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, ESG
- Tiffany Leiva, internal audit
- Maria Siglin, internal audit
- Jonathan Gregory, accounting and finance
- Jeffrey Pullen, accounting and finance
- Ana Sheikh, ESG
We 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!
Fallout from Fines at a SPAC Audit Firm
Show notes:
Read more from Nicola and Bloomberg on the soaring IPO and SPAC markets that ensnared two audit firms.
Getting Comfortable with Climate Disclosures
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 Off the Books to catch all upcoming episodes.
Unite to Ignite: Workiva Amplify 2023
- 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 join us at Workiva Amplify 2024 in Denver.
Generative AI Goes to Accounting Class
Show 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
Internal Auditors, Unite! IIA International Conference Recap
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 be speaking at the SOX Professionals Group Summit in September. Register for the SOX Professionals Group to get the details as they are released. Membership is free.
- If you liked this episode, you can help us out by subscribing 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
Encore Episode: How to Tame Conference Anxiety and Enjoy the Show
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:
Back to Basics, Part 2: So…Who Regulates ESG? (And More Q&A)
Show 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