Off the Books

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How can leaders and their internal auditors manage the risks and enjoy the rewards of using generative artificial intelligence?  Marc Eulerich of the University of Duisburg-Essen, David Wood of BYU , and their co-authors recently published a new enterprise risk framework for gen AI that might help. Marc answered questions about that framework when we caught up with him at the IIA International Con...

Edith Wong has taken her experience in forensic accounting into the world of sustainability. We caught up with her at the IIA International Conference to talk about her career and what she calls the “green audit trail.” Listen in.

In honor of National Whistleblower Day, we talk with WorldCom whistleblower Cynthia Cooper about finding the courage to speak up. We ask her why her story is still so relevant today, roughly two decades after WorldCom’s CFO and CEO were sentenced over a multibillion-dollar fraud.   Read more in Cynthia’s book, Extraordinary Circumstances.   See Cynthia in person in Denver at Amplify 2024, the conf...

Hit that "subscribe" button and follow us to catch all of our upcoming episodes with speakers from the 2024 IIA International Conference.   Learn more about the IIA Global Internal Audit Standards here Read this article to see how you can leverage tech to enhance audit quality and conform with the new Standards Check out the "Conformance Readiness Assessment Tool" from the IIA here .

We’re riding the waves of change with KeyBank Chief Accounting Officer Stacy Gilbert in this episode recorded outside the New York Stock Exchange. Stacy talks with us about finance transformation, generative AI, and how accounting leaders are in a position to lead their organizations through change. Hit that "subscribe" button to catch all of our upcoming episodes with more accounting and finance...

Today Chris Pettit is the Vice President of Accounting at Keurig Dr. Pepper Inc., but he’s been an accounting leader for years. In this episode, recorded in front of the New York Stock Exchange, he shares how networking, trust, and listening have each played a role in his career—plus suggestions on all of the above. He also tells Off the Books co-hosts Steve Soter, Catherine Tsai, and Mike Gravagn...

The Hershey Co. North America Controller Jonathan Gregory is back to talk about the many flavors of transformation, from finance transformation to career growth and the evolution of technology. Hit that little “subscribe” button to watch all of our upcoming episodes from outside the NYSE. 

Hit the "subscribe" button to watch all of our upcoming episodes from outside the New York Stock Exchange!

From outside the New York Stock Exchange, Steve talks to Nick Mazing of AlphaSense about that special something that keeps capital markets going: transparent financial reporting. They get into IPOs, the evolution of financial reporting, and AI. Check out the full episode.

See what Nancy Golembiewski said when she was asked what she would do differently from her first initial public offering. Missed the first part of our chat with Nancy? Find it here !

Taking a company public is no small feat. Nancy Golembiewski had been through one initial public offering before she joined Duolingo as a controller to help with its IPO. Listen as she takes us back to her very first IPO. “Follow” us or subscribe so you don’t miss Part 2 of our chat with Nancy.

Steve 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.

The 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 it, and what audit committees are asking about it. Tune in to get all the details!   Read Matt Kelly’s ar...

Now 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 Learn more about how audit and risk teams can prepare for ESG assurance Get a full summary of the SEC clim...

Off 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 in the running for best accounting movie, check out the original episode (and movie bracket) . For more ac...

After 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 private companies.

Tom 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!

In 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 thoughts. Then Jonathan Gregory, North America Controller at The Hershey Co., and Alan Wilson, Partner at Wilme...

It’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!

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 .

Follow Off the Books so you don’t miss any of our upcoming interviews of accounting, finance, and risk leaders at Amplify.

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.

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.

Matt 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.