Reporting Norms

Welcome back to Reporting Norms! In today’s episode, host Norm is joined by Wayne Robinson, a senior program leader with over two decades of experience driving transformation in finance for industry giants like Salesforce, Visa, Cisco, KPMG, and more. This episode dives deep into one of the hottest topics reshaping the finance world: how Generative AI is transforming the CFO function. Wayne and No...

Welcome back to Reporting Norms! In this episode, hosts Norm Osumi, Jamie Cook, and Jeff Schwinkendorf dive into the innovative world of golf course redevelopment with a sharp focus on sustainability, profitability, and forward-thinking land use. We’ll hear the fascinating backstory of Green Lake Golf, a new company founded by industry veterans Jamie and Jeff, who are on a mission to help golf cou...

Welcome back to Reporting Norms! In this episode, host Norm Osumi dives into the rapidly evolving world of tokenization, where real-world assets like stocks, bonds, and real estate are transformed into digital tokens on the blockchain, making them tradable 24/7 across the globe. Norm breaks down what tokenization means, why it’s generating so much buzz on Wall Street and in Silicon Valley, and how...

Welcome to Reporting Norms, the podcast where finance, regulation, and reality collide. In today’s episode, host Norm Osumi takes us deep into the world of crypto exchanges, examining why giants like Kraken, Coinbase, and Robinhood are commanding eye-popping valuations worth over $200 billion combined. We’ll explore how each of these players is rapidly evolving beyond just trading platforms - divi...

Welcome to another episode of Reporting Norms ! In today’s show, host Norm welcomes Sarah Schlott, an accomplished finance leader and strategic consultant with over 18 years of experience in financial planning, corporate finance, and systems integration. Sarah, currently Senior Director of Finance at Trey and principal owner at The Schlott Company, has spearheaded financial transformations across...

On today’s episode of Reporting Norms, host Norm sits down with Takashi Ueki, Head of Enterprise Data and Analytics at Elastic, for an in-depth conversation about data democratization, governance, and strategy. Takashi shares how he’s helped Elastic build a unified, governed data foundation - turning a tangled web of data sources into an asset that executives and frontline teams alike can trust. F...

Welcome to Reporting Norms, where we dive into the financial reporting trends shaking up today’s business landscape. In this episode, host Norm Osumi unpacks the SEC’s latest cybersecurity disclosure rules and the explosive impact of generative AI in the finance back office. As cyber risk reporting moves from spreadsheets to headline news, Norm explains why every controller and CFO now needs a rap...

Welcome back to Reporting Norms, the podcast where we dive into all things financial reporting, business strategy, consulting, and the evolving world of AI in business. In today’s episode, host Norm sits down with longtime friend and accomplished business executive Edward Thomas Kennedy IV, also known as ETK4, currently the VP of Business Development at Livefront, a leading digital product consult...

On this episode of Reporting Norms, host Norm Osumi breaks down the headline-making IPO of Circle, a major player in the cryptocurrency and stablecoin market. Circle’s public debut on the NYSE didn't just turn heads with its soaring share price and $8 billion valuation—it marked a pivotal step forward for digital finance and set new standards for transparency and compliance in the industry. No...

Welcome back to Reporting Norms, the podcast where we break down complex accounting issues with clarity and practicality. In this episode, host Norm Osumi dives into the world of financial restatements and material weaknesses - a topic crucial for anyone involved with publicly traded companies. Norm unpacks the most common causes of financial restatements, from errors in equity classification and...

Welcome back to Reporting Norms, the podcast where we break down the latest twists and turns in finance and regulation. In today’s episode, host Norm Osumi takes us on a deep dive into the ever-evolving world of cryptocurrencies. We’re exploring everything from the differences between meme coins and stable coins—like the ones from World Liberty Financial Incorporated—to the tangled web of SEC regu...

Welcome to another episode of Reporting Norms, where we break down the most complex and timely issues facing the world of financial reporting and business today. In this week’s episode, our host Norm dives deep into the fascinating controversy surrounding Qatar’s lavish gift of an aircraft to the President of the United States. Using this newsworthy event as a starting point, Norm walks listeners...

In today's episode of Reporting Norms, we dive into the ever-evolving world of cybersecurity and cloud governance with a special guest, Yogita Parulekar, CEO of Invi Grid Inc. Yogita's impressive journey from foundational roles at EY and Oracle to pioneering a no-code secure cloud infrastructure orchestration platform is truly inspiring. Recognized as one of the top 150 women fighting cybe...

On this episode of Reporting Norms, hosts Norm and Tim Danser dive into the ever-evolving world of startup finance and operations. Tim, a seasoned finance leader, entrepreneur, and former collegiate athlete, shares his journey from investment banking and corporate finance roles at Symantec, to leading finance at high-growth tech startups—culminating in acquisitions by industry giants like FireAri,...

Welcome back to Reporting Norms! In this episode, host Norm sits down with Alistair Roman, a seasoned finance executive with more than two decades of international experience across a range of industries—from e-commerce and SaaS to retail, oil & gas, and telecoms. Currently based in the UK, Alistair’s impressive background includes leadership roles at companies like Verisign, Naspers, British...

On this episode of Reporting Norms, host Norm sits down with Jacob Safarik, the CFO of both Optimi Health Corp. and BC Greens Pharmaceutical Inc.—two pioneering companies at the forefront of the cannabis and psychedelic medicine industries. With a background that spans international project finance, entrepreneurship, and regulatory compliance, Jacob shares his unique journey from a blue-collar upb...

In today's episode of Reporting Norms, we're thrilled to have a conversation with Kailesh Karavadra, a transformational leader with over three decades of experience in global finance, business strategy, and social impact.  Norm sits down with Kailesh to explore his incredible journey from being a refugee in Uganda to becoming a notable figure in Silicon Valley's finance sector. Kailesh...

Welcome to another episode of Reporting Norms! Today, we're diving into the fascinating world of semiconductors with Aiga Ono, Chief of Staff at Rapidus Design Solutions in Santa Clara, California. Aiga brings a wealth of experience from her tenure at top Japanese semiconductor firms like NEC Electronics and Toshiba. We'll be discussing the evolution of transistor technology and the ambiti...

In this episode of Reporting Norms, we're thrilled to have Matt Brown, the Chief Financial Officer of Altair Engineering, joining us. With over two decades of experience steering the financial strategies of some of the biggest names in technology, including Norton Lifelock, Symantec, and Netgear, Matt is a true leader in financial planning and corporate transformation. During the conversation,...

Welcome back to another exciting episode of Reporting Norms. Today, we dive into the inspiring journey of Eric Butts, a CPA and MBA, who currently serves as a partner at a major accounting firm. Eric, with his wealth of experience, is more than just an accountant; he’s a problem solver and a career coach who offers no-nonsense advice on navigating the consulting world through his blog, Never Less...

In this episode of "Reporting Norms," host Norm Osumi invites Jimmy Nguyen, a staff data scientist at LinkedIn, to share his inspiring journey from a compensation analyst in HR to a leading role in LinkedIn's engineering department.  You will hear about Jimmy's experiences growing up in Silicon Valley as the son of Vietnamese refugees, his enduring commitment to a positive attitu...

In this episode of Reporting Norms, your host Norm sits down with Eric Van Cleve, the corporate controller of 8x8, a company renowned for its cloud-based communication platforms.  With over 20 years of experience in the field of accounting, Eric shares his insights into the integration of AI within financial processes.  As they delve into Eric's career journey, they explore his approach to leverag...

In this insightful episode of Reporting Norms, host Norm Osumi welcomes Nancy Boling, a strategic finance executive with a rich history of scaling systems and teams in software and SaaS companies.  Nancy shares her wealth of experience from her tenure at notable organizations like Netscape, SurveyMonkey, and Stanford's High Wire Press. The discussion delves into Nancy's expertise in prepar...

In this episode of Reporting Norms, we will be unpacking  the recent rollbacks in Consumer Financial Protection Bureau (CFPB) regulations, drawing striking parallels with the deregulation of the late 1990s and early 2000s that contributed to the 2008 financial crisis.  Key highlights include: - An analysis of the repeal of critical components of the Glass-Steagall Act by the Gramm-Leach-Bliley Act...

Welcome to this episode of Reporting Norms, where we dive into the latest developments in SEC priorities and the Corporate Transparency Act.   In today's episode, Norm unpacks the SEC's 2025 priorities, highlighting key areas such as: self-regulatory organizations  AI digital advisory tools  Automated trading platforms  Anti-money laundering compliance.  We also explore the Corporate Trans...