Episodios

  • Introducing The Pre-Read: Where CFOs Get Their Edge
    Jul 30 2025
    We've been hard at work on our new podcast and wanted to give you a taste! Just like the slides before a big meeting, The Pre-Read gets CFOs and execs ready for what’s next. Each week, hosts Alyssa Zucker and Steve Soter connect the dots between finance, sustainability, audit, and risk — with sharp insights and unfiltered conversations from leaders navigating change at scale. If you’re driving transformation or need to understand the ones who are, this is your prep. Search for "The Pre-Read" wherever you get your podcasts and subscribe now!
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    1 m
  • The Final Balance
    Apr 10 2025
    Join Steve Soter, Catherine Tsai, and Mike Gravagno for the final episode of Off the Books! Reflect on five incredible years of exploring accounting, finance, and risk (and so much more). Dive into the history of the show, laugh (or not!) along with the accounting memes, and celebrate nearly 200 episodes.
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    21 m
  • Closing the Books: Pausing Enforcement of the  Foreign Corrupt Practices Act
    Apr 3 2025
    In our final episode, Matt Kelly of Radical Compliance helps us make sense of the recent executive order that paused enforcement of the  Foreign Corrupt Practices Act. Funny enough, it does not in fact mean you can bribe anyone, Matt warns. While you couldn’t bribe us to make more episodes of Off the Books, you can definitely check out seven seasons’ worth of past episodes at workiva.com/off-the-books-podcast. Follow the Workiva channel to catch the next podcast that Off the Books producer Mike Gravagno is cooking up next.
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    19 m
  • Climate Disclosures: We Ask a Lawyer What the SEC Did
    Mar 27 2025

    We want to hear from you! Email us at offthebooks@workiva.com

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    16 m
  • Off the Books vs MoviePass, MovieCrash
    Mar 20 2025
    Take a look back at the rise, fall, and resurrection of MoviePass as we discuss “MoviePass, MovieCrash.” After we recorded this episode, former MoviePass CEO Ted Farnsworth pleaded guilty to defrauding investors. Find past conversations at workiva.com/off-the-books-podcast, including our episodes about the best accounting movies.
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    22 m
  • A Deep Dive into 10-K Filings with Nick Mazing
    Mar 13 2025
    Executive orders are starting to show up in 10-K filings, says Nick Mazing of AlphaSense. Hear how, as Steve and Catherine also ask Nick about what companies are saying on generative artificial intelligence, tariffs, inflation, and more: Find past episodes at workiva.com/off-the-books-podcast. We want to hear from you! Email us at offthebooks@workiva.com with your thoughts and feedback. For more from our sponsor, Workiva, visit workiva.com.
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    20 m
  • Keys to Acing an Annual Performance Review
    Mar 6 2025

    Who sets the agendas in your 1:1 meetings? What do you appreciate about the managers you enjoy meeting with regularly? Please let us know in the comments and if you’d like to tell us about it on the podcast.

    You can find more 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.

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    17 m
  • The Envelope Please: The Best Accounting Movie Is...
    Feb 27 2025

    Find past conversations at workiva.com/off-the-books-podcast

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    20 m