148 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

    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
    Off the Books vs. All the Smartest Queen’s Horses in the Room

    Off the Books vs. All the Smartest Queen’s Horses in the Room

    It’s time for the OTB crew to take on two serious 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.

    • 38 min
    The Strategy of a Pre-IPO Accounting Leader

    The Strategy of a Pre-IPO Accounting Leader

    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.

    • 29 min
    Different Perspectives From Internal Audit Leaders

    Different Perspectives From Internal Audit Leaders

    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!

    • 32 min

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