151 episodes

Surfing the uncharted waters of accounting, finance, and wherever else the waves take us. Have a question or an idea for a show? Write us! offthebooks@workiva.com

Off the Books Workiva

    • Business

Surfing the uncharted waters of accounting, finance, and wherever else the waves take us. Have a question or an idea for a show? Write us! offthebooks@workiva.com

    The History of Financial Reporting with Nick Mazing

    The History of Financial Reporting with Nick Mazing

    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.

    • 11 min
    The IPO Chronicles: Taking Duolingo Public

    The IPO Chronicles: Taking Duolingo Public

    See what Nancy Golembiewski said when she was asked what she would do differently from her first initial public offering.

    • 14 min
    The IPO Chronicles: Building from Scratch

    The IPO Chronicles: Building from Scratch

    From filing an S-1 to pricing day, the road to going public is filled with all kinds of tales. 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 private-to-public journey.

    • 18 min
    Ask a Former SEC Regional Director Anything

    Ask a Former SEC Regional Director Anything

    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.

    • 31 min
    What Is NOCLAR? Breaking Down the PCAOB's Proposal

    What Is NOCLAR? Breaking Down the PCAOB's Proposal

    What is the NOCLAR proposal? Why is it controversial? And what are audit committees asking about it? Tune in to hear from Matt Kelly of Radical Compliance, who is back to talk to us about the PCAOB’s NOCLAR audit proposal and what you need to know!

    • 16 min
    Audit and Risk Prep for the SEC Climate Rule

    Audit and Risk Prep for the SEC Climate Rule

    With the SEC preparing to defend its climate disclosure rule in court, Matt Kelly joins OTB to discuss what it means for audit and risk teams. We explore similarities to the SEC’s disclosure requirements for cybersecurity risks, how organizations can determine which climate-related risks are material, and more. Tune in!

    • 19 min

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