Off the Books

Hosted by Workiva

Business Careers Technology

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Episodes

185

Latest episode

Jul 2025

Language

About the show

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

Listen to episodes

60 recent

July 30, 20251 min

Introducing The Pre-Read: Where CFOs Get Their Edge

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!

April 10, 202520 min

The Final Balance

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.

April 3, 202519 min

Closing the Books: Pausing Enforcement of the Foreign Corrupt Practices Act

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.

March 27, 202516 min

Climate Disclosures: We Ask a Lawyer What the SEC Did

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

March 20, 202521 min

Off the Books vs MoviePass, MovieCrash

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.

March 13, 202519 min

A Deep Dive into 10-K Filings with Nick Mazing

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.

March 6, 202517 min

Keys to Acing an Annual Performance Review

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.

February 27, 202520 min

The Envelope Please: The Best Accounting Movie Is...

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

February 20, 202530 min

Value Creation Under Pressure: Insights from Global Executives

Find more survey insights at workiva.com/benchmark-2025

February 13, 202516 min

Is Sustainability Unsustainable?

How is the shifting political landscape affecting environmental, social, and governance issues? Is ESG dead? Steve and Catherine ask Brandon Buhler, Chief Accounting Officer for Playa Hotels and Resorts, and Esther Toth, Senior Industry Principal at Workiva, about the future of sustainability. Read some original research on this topic at workiva.com/benchmark-2025

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