Shows
The Pre-ReadWhen Congress Rewrites the Rules for FPIsIs your team ready for foreign private issuer (FPI) Section 16 reporting? Congress recently passed the Holding Foreign Insiders Accountable Act, which fundamentally changes how international insiders must disclose their trades. Alan Wilson and Chelsea Hall join the conversation to break down these new FPI director and officer reporting obligations and why the SEC has a tight deadline of March 18 to implement the rules. We discuss the sudden loss of exemptions, the need for individual EDGAR® codes, and the risks of missing the two-day filing window. Chapters: 00:00–Introduction: A Regulatory Ground Shift The host...
2026-01-2621 min
The Pre-ReadStability, Agility, and Clarity: What 2026 Will Demand from Leadershttps://www.workiva.com/What does leadership look like when volatility becomes the norm? Workiva CEO Julie Iskow joins Steve Soder and Alyssa Zucker to unpack what 2025 taught executives and how to prepare for 2026. This conversation goes beyond headlines to explore how leaders can stay grounded while moving faster, make data a strategic asset, and meet rising board expectations with confidence. In this episode: Redefining resilience: Why stability and agility must coexist Data integrity as strategy: Turning trusted data into a competitive advantage AI readiness: Why governed, audit-ready data...
2026-01-1221 min
The Pre-ReadTotal Organizational Intelligence: Why AI and Integrated Data are a Survival ImperativeJacob Andra, CEO of Talbot West, joins to discuss the urgent imperative for companies to move beyond siloed, ad hoc growth and embrace an integrated, tech-forward future. What you will learn in this episode: Why "total organizational intelligence" is a survival imperative for the modern enterprise How orchestrating your data across the organization is a huge unlock for immediate revenue opportunities The most common and foundational AI use case: standardized knowledge management powered by large language models How to build a clear, defensible AI roadmap to avoid "AI washing" and drive real, long-term...
2025-12-0820 min
The Pre-ReadHow CFOs Are Shaping the Sustainability AgendaFinancial data has its challenges—but non-financial data is a different scale of complexity. It cuts vertically up and down the value chain, and now requires the same level of confidence as financials, with board sign-off and external assurance becoming the norm. In this episode of The Pre-Read, we break down how finance and sustainability leaders are aligning around programs like sustainability-linked bonds, why a long-term mindset matters, and how AI is helping organizations make sense of fragmented, non-standardized information.
• Why sustainability data is more complex than financial data • The need for integration—top-down from the b...
2025-11-1727 min
The Pre-ReadThe CSO Role Is Evolving: A Strategic Partner to the CFOThe chief sustainability officer (CSO) is moving from a siloed function to a strategic, finance-aligned partner. In this episode of The Pre-Read, Workiva Chief Sustainability Officer Mandi McReynolds sits down with Serena Oppenheim, co-founder of Fin-Erth, to discuss the need for a tighter integration between the CFO and the CSO, framing sustainability as enterprise risk management. Serena Oppenheim explains why genuine community, not transactional networking, is the key to tackling big business problems. Learn about the power of the small ask—focusing on manageable tasks that impact business and society. Mandi and Serena also share:
2025-11-1031 min
The Pre-ReadEvolving the Go-to-Market: An Executive's Guide to AI's ImpactAI has completely changed the rules of marketing, and finance can't afford to play catch-up. Workiva's VP of Revenue Marketing, Joel Capperella, joins Steve Soter to unpack how AI is reshaping data, trust, and decision-making across the business. As progression analysis evolves and web traffic declines, traditional forecasting and investment models are losing their edge. This episode breaks down what modern finance and marketing leaders must do to keep pace. You'll learn: Why the old CFO-CMO disconnect is no longer sustainable How AI's data disruption is forcing a new model of...
2025-11-0314 min
The Pre-ReadWhy AI Needs HumansAI is revolutionizing finance, but the hardest part isn't coding or controls—it's fear. In this episode of The Pre-Read, recorded live at Amplify 2025 in Washington, D.C., finance and accounting leaders share unfiltered takes on how AI is changing the way teams think, work, and lead. You'll learn: Why fear of losing data lineage and control slows AI adoption How AI is driving teams to strengthen data processes—even before they deploy it Why emotional resilience and communication are essential for transformation Real-world AI use cases freeing up time for...
2025-10-2733 min
Inside the ICE HouseEpisode 490: Workiva's Mike Rost & Mandi McReynolds on Data, Decisions, & Driving Growth Through SynergyWorkiva is reshaping how companies approach sustainability and financial transparency through innovation, integration, and trust. Mike Rost and Mandi McReynolds go Inside the ICE House to share how the company’s unified platform is empowering organizations to deliver investor-grade disclosures with confidence. They discuss Workiva’s transformation from a financial reporting tool to a multi-solution SaaS leader, and how AI, data integrity, and cross-functional collaboration are driving a more connected, transparent future.
2025-10-2023 minInside the ICE HouseEpisode 490: Workiva's Mike Rost & Mandi McReynolds on Data, Decisions, & Driving Growth Through SynergyWorkiva is reshaping how companies approach sustainability and financial transparency through innovation, integration, and trust. Mike Rost and Mandi McReynolds go Inside the ICE House to share how the company’s unified platform is empowering organizations to deliver investor-grade disclosures with confidence. They discuss Workiva’s transformation from a financial reporting tool to a multi-solution SaaS leader, and how AI, data integrity, and cross-functional collaboration are driving a more connected, transparent future.
2025-10-2023 min
The Pre-ReadAuditing AI: The New Imperative for Internal AuditAI is transforming audit, risk, and corporate governance—but most companies are struggling to keep up. In this episode of The Pre-Read, Radical Compliance's Matt Kelly and Shane Negangard, Senior Director of Internal Audit at Workiva, join hosts Steve Soter and Alyssa Zucker to discuss: ✅ Why "shadow AI" is a real compliance threat ✅ How governance and internal controls must evolve ✅ The risks of AI in employee training and internal audit ✅ How auditors can move from reactive to proactive in an AI world Timestamps 00:00 – Intro: The real risk of "shadow AI" in audit...
2025-10-1329 min
Electric Ladies PodcastLeveraging AI For Sustainability – with Mandi McReynolds, Chief Sustainability Officer at Workiva"What we're seeing is, as the new carbon economy moves forward – and this is critical to businesses to operate in the future, in the next five, 10 years – it's colliding with the digital transformation and financial transformation. And so, I think one of the essential things our customers are asking is. 'how do we bring together the Chief Sustainability Officer, the CIO and the CFO and the new market, digital and carbon economy as we go forward?' Because you need all three lenses to make a holistic decision for both the growth and resiliency of your company." Mandi McReynolds on E...
2025-10-0732 min
The Pre-ReadHow I Became a CFOJill Klindt, Workiva CFO, sits down with Ayssa and Steve live at Amplify 2025 in D.C. Hear how she navigated early startup life, tackled the challenges of being the public face of a company, and what advice she has for aspiring professionals. 00:00 Introduction 02:20 Early Career and Transition to Workiva 03:58 Building Workiva from the Ground Up 05:09 Becoming the CFO: Challenges and Insights 10:06 Reflections and Career Advice 14:43 Conclusion and Farewell
2025-10-0617 min
The Pre-ReadYour Guide to AI Governance in Corporate ReportingAI is no longer just hype; it's a powerful tool in corporate reporting. But what does it take to truly trust the outputs it produces? On this episode of The Pre-Read, Workiva Chief Information Officer Kim Huffman talks with Deepa Rao, a leader in sustainability and AI governance. They break down the essential steps for executives to govern and validate AI, including the "AIRS" framework for accountability, integrity, reporting, and stewardship. You'll learn why data quality is paramount, why a hybrid approach of artificial intelligence plus human intelligence is the most successful model, and the critical skills...
2025-09-2919 min
The Hitchhiker’s Guide to the GRC Technology GalaxyThe Interconnectedness of All Things: Workiva in the GRC GalaxyIn this episode of The Hitchhiker’s Guide to the GRC Technology Galaxy, Michael Rasmussen sits down with Workiva to explore what happens when GRC, ESG, and finance finally converge on a single platform. The conversation digs into what Workiva brings to the GRC landscape, where it’s best of breed, and why the interconnectedness of governance, risk, and compliance is critical to making ESG real rather than rhetorical.
We also look at the role of AI, including the rise of agentic AI, and what new capabilities may soon reshape how organizations manage reporting, controls, and disclosures. The...
2025-09-1831 min
The Pre-ReadThe Great Resignation at the Top: What's Behind Record CEO Turnover?Record numbers of CEOs are leaving their posts. But why? This week on The Pre-Read, Tim Paradis of Business Insider weighs in on the forces at play, from burnout to impatient boards and activist investors. We also hear from Workiva Chief People Officer Emily Forrester on why CEO succession must be more than a talent pipeline exercise. One keystone is working closely with the office of the CFO to ensure resilience through leadership transitions that align with long-term value.
2025-09-1533 min
The Pre-ReadHow to Win at AI: A Blueprint of People, Process, and Vision88% of finance, accounting, audit, and sustainability professionals in a new survey say they've seen an increase in ROI from using AI in the last year. But there's a disconnect: only about a third of companies surveyed have the necessary governance, high-quality data, and role-specific training to support it. In this episode of The Pre-Read, we sit down with Workiva Chief Accounting Officer Junko Swain and Chief Information Officer Kim Huffman to discuss the implications of the Workiva 2025 Global Practitioner Survey. We explore why the C-suite is uniquely positioned to set the foundation for a successful and secure...
2025-09-0823 min
The Pre-ReadThe Scrutiny Spiral: PCAOB in the CrosshairsThe PCAOB is under siege. Critics say it's overreached its mission while supporters argue we've forgotten why it was created: to prevent another Enron or WorldCom. On this episode of The Pre-Read, Workiva Industry Principals Chelsea Hall and Grant Ostler join for a roundtable to discuss what's broken and what's worth saving. We examine the push to dismantle the board and roll its responsibilities into the SEC. We also discuss what executives need to keep in mind, the importance of maintaining investor confidence in financial reporting, and how leveraging technology can streamline compliance and reduce the burden o...
2025-08-1822 min
The Pre-ReadSurfing the Waves of Uncertainty: Summer 2025 Market OutlookThe market is changing, and it's not just about inflation or interest rates. It's rewriting valuations, reworking supply chains, and reshaping your disclosures. This episode of The Pre-Read, brought to you by Workiva, explores what happens when market volatility meets materiality, and why CFOs, GCs, and audit chairs are all paying attention. We feature insights from Nick Mazing of AlphaSense and Josh Gertsch, Workiva Industry Principal for Capital Markets, on the unpredictable forces at play. Nick discusses the messy and varied impact of tariffs, noting that the deal-by-deal approach has created an unpredictable environment, even...
2025-08-1133 min
The Risk WheelhouseS4E4: How Workiva's 32% Stock Surge Reveals a Deeper Industry TransformationWorkiva's spectacular 32% stock surge after their Q2 2025 earnings reveals something much deeper than just a strong quarter. Their $215 million revenue (up 21% year-over-year) and impressive 114% net retention rate signal the market's growing confidence in their strategic transformation—a shift that parallels the entire risk management industry's evolution.What makes this story fascinating is the context. Before this surge, Workiva had struggled, with their stock down 24% over two years due to overreliance on specific regulatory drivers like the EU's Corporate Sustainability Reporting Directive. When regulations faced delays, revenue recognition suffered, spooking investors. This vulnerability exposed a fundamental weakness in th...
2025-08-0712 min
The Pre-ReadAI: The Shiny Object You Can't Ignore (Because Your Board, Investors, and Attorneys Aren't!)AI is here, and it's sparking conversations about everything from how we work to how we report. This episode of The Pre-Read, brought to you by Workiva, dives into the heart of what happens when artificial intelligence meets the real world of finance and risk. We're talking about why CFOs, general counsels, and audit chairs are all leaning in—and what questions they're asking. Our own CFO, Jill Klindt, spills the beans about how finance teams can use AI to make their jobs better, not replace them. Think augmenting expertise and making those tedious tasks disappear. She's als...
2025-08-0434 min
Conversations with Women in Sales202: Supporting and Leading a Global Team in a We Culture; Erica Ettore, WorkivaErica has helped build a global team at Workiva where everyone has a "me vs. me" mentality - working to improve ourlseves, not a competitive "me versus you" attitude. How can you get better? How can you deliver the best to your clients and internal consitutents. Erica was named "Manager of the Year" and she says it is because of her incredible team. We talked about holding people accountable - such an important issue for leaders to demonstrate. I love when Erica discusses what she looks for in top sellers (17 min in) Erica has...
2025-05-0725 min
Off the BooksClosing the Books: Pausing Enforcement of the Foreign Corrupt Practices ActIn 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.
2025-04-0319 min
The Pre-ReadYour Voice Matters: Shaping the Future of the Podcast We're hard at work creating the next evolution of the show and we want to hear from YOU! We want the show to be a resource that reflects what's most important to you. What's top of mind for you? What questions do you have? What issues are you facing that you think we should dive into? Is there a topic you wish you could ask a whole bunch of peers about to see what they're each doing? Whether you're looking for deeper insights, practical tips, or even guest speakers with expertise in your field, we're all ears. If...
2025-03-2802 min
Off the BooksA Deep Dive into 10-K Filings with Nick MazingExecutive 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.
2025-03-1319 min
The Pre-ReadValue Creation Under Pressure: Insights from Global ExecutivesThis week, Mandi McReynolds, along with co-hosts Steve, Andie, and Alyssa, discuss the latest findings from Workiva's Executive Benchmark survey that explores the intersection of finance and sustainability amidst global political complexities. Highlighting the importance of integrated reporting, they address the impact of European legislation, ISSB standards, and U.S. state-level regulations. The conversation delves into the strategic value creation of sustainability reporting and offers practical advice for engaging with the C-suite.
Read the 2025 Executive Benchmark on Integrated Reporting. 00:00 Introduction and Welcome 00:35 Executive Benchmark Survey Insights 01:51 Impact of European Legislation on Companies 05:04 Glo...
2025-02-2129 min
The Pre-ReadIs Sustainability Unsustainable?This episode of ESG Talk is a special crossover with the accounting and finance podcast, Off The Books! The momentum behind sustainability is changing around the world. How are companies adjusting their environmental, social, and governance programs as the political landscape shifts? 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 here.
2025-02-1415 min
Off the BooksIs 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
2025-02-1316 min
The Pre-ReadDispatch from Davos: CFOs and CSOs Unite for Sustainable GrowthIn this special bonus episode of ESG Talk recorded live at the World Economic Forum in Davos, Mandi McReynolds sits down with Jill Klindt, CFO of Workiva, to discuss the interplay between sustainability and financial performance. They explore how emerging tech like generative AI is revolutionizing regulatory compliance and business processes, the evolving roles of chief sustainability officers, and the importance of integrating non-financial data in achieving company goals. Tune in for insights on sustainable innovation, growth strategies, and the future of ESG reporting.
2025-01-3109 min
Off the BooksHot Views on Hot News in Accounting and FinanceTo wrap up season 6, we react to four topics we haven’t discussed yet, including a penalty for DraftKings over social media posts. Check out resources mentioned in this episode:Blog post on the SEC’s cybersecurity disclosure rule https://www.workiva.com/blog/sec-cybersecurity-rulePCAOB resource for audit committees https://assets.pcaobus.org/pcaob-dev/docs/default-source/documents/2023-audit-committee-resource-spotlight.pdfEDGAR® Next https://www.workiva.com/resources/edgar-next-with-workiva Find past conversations at workiva.com/off-the-books-podcast.
2024-12-0520 min
The Pre-ReadAmalgamated Bank: AI, Strategy, and Social ResponsibilityIn this replay episode of ESG Talk, we bring together our two-part series featuring Amalgamated Bank's CEO, Priscilla Sims Brown, CFO Jason Darby, and special guest host Kim Huffman, CIO of Workiva. Learn how Amalgamated Bank leverages technology to advance its mission-driven business model and actionable strategies for organizations looking to make an impact.
2024-11-2946 min
Off the BooksOff the Presses: Sounding Off After the ElectionJoining Steve to give their initial reactions are Chelsea Hall, Workiva Industry Principal for SEC reporting and financial reporting, and Mark Mellen, Workiva Industry Principal for sustainability reporting.
2024-11-1423 min
The Pre-ReadHow Practitioners Really Feel About CSRDDuring Climate Week NYC, Workiva released a report with research on how companies are getting ready for the Corporate Sustainability Reporting Directive (CSRD) and how practitioners feel about it. Dig into the findings in this crossover episode with ESG Talk host Mandi McReynolds, Off the Books host Steve Soter, and Workiva Industry Principals Alyssa Zucker and Esther Toth. Check out the full report.
2024-11-0823 min
Off the BooksStarting a New Job the Right WaySwitching companies is one thing. Switching roles is another. Chelsea Hall was a corporate controller and Alyssa Zucker was a chief sustainability officer before they joined Workiva as industry principals. Today their backgrounds help Workiva develop solutions specifically tailored to serve people in Chelsea’s and Alyssa’s former roles.While they’re still new to Workiva, we asked their advice for stepping into a new job and a role that not everyone knows exists.
2024-10-2516 min
Off the BooksThe SEC Catches Heat for Their Case Against SolarWindsWe caught up with Matt Kelly of Radical Compliance at the annual Workiva Amplify conference for his thoughts on that and a look at what the Securities and Exchange Commission said about SolarWinds. Matt’s opinions in the podcast are his own, and do not represent Workiva.Find more episodes at workiva.com/off-the-books-podcast.
2024-10-2222 min
The Pre-ReadALDI SOUTH Group's Approach to CSDDDIn this week's episode of ESG Talk, Anke Ehlers, managing director of international sustainability at the ALDI SOUTH Group, joins Workiva's Andie Wood to discuss the complexities of the Corporate Sustainability Due Diligence Directive (CSDDD). Tune in as they discuss what this new regulation means for European companies and the steps the ALDI SOUTH Group, one of the world's largest supermarket chains, is taking to prepare for its implementation.
2024-10-1830 min
The Pre-ReadData-Driven Change: Navigating ESG Challenges with the C-SuiteRecorded live at Amplify Americas, this special episode of ESG Talk features Ron Insana, award-winning journalist from CNBC, moderating an insightful discussion with industry leaders: Katherine Neebe, Chief Sustainability Officer at Duke Energy; Alexander Davis, Deputy Chief Financial Officer at Pie Insurance; Maura Hodge, KPMG's U.S. sustainability leader; and Kim Huffman, Chief Information Officer at Workiva. Together, they explore how reporting professionals can leverage data and foster cross-functional collaboration to effectively navigate the rapid changes shaping the ESG landscape.
2024-10-1157 min
Off the BooksTime to Lead: Turning Data into OpportunityFind more episodes at newsroom.workiva.com/esg-talk and workiva.com/off-the-books-podcast.Subscribe to catch all our upcoming episodes of both ESG Talk and Off the Books.
2024-10-1019 min
The Pre-ReadBeyond the Bottom Line: A Century of ESG Leadership (Part One)In this special 100th episode of ESG Talk, we kick off a two-part series with Priscilla Sims Brown, CEO of Amalgamated Bank, Jason Darby, CFO, and special guest host Kim Huffman, CIO of Workiva. Discover how the bank has aligned its entire organization around a century-old mission, while driving a modern, socially responsible business.
2024-08-1625 min
The Pre-ReadCombating Greenwashing with Good GovernanceMichael Schor, partner in Deloitte & Touche LLP's Risk & Financial Advisory practice, and Grant Ostler, GRC industry principal at Workiva, join co-host Steve Soter for the latest episode of ESG Talk. The group explores the risks of unintentional greenwashing, external pressure on sustainability reporting, and how good governance builds truth and transparency.
2024-07-2619 min
The Pre-ReadThe Intersection of Tax and SustainabilityIn this episode of ESG Talk, Brett Weaver, tax leader for the ESG Practice at KPMG US, joins Workiva's Andie Wood to discuss everyone's favorite topic. Together they explore how tax acts as both a driver and measure of sustainability, taking advantage of green tax incentives, and the different approaches to tax policy in the United States and Europe.
2024-06-2827 min
Accounting MattersFASB & EITF Meetings, Greenwashing, New Workiva ESG Reporting ToolYour AM Now host Adam Olsen is back at it again, delivering critical accounting and finance stories to your eyes and ears, including:The 6/12 FASB meeting discussing its project on accounting for environmental credit programs (ECPs) as well as the Board’s agenda prioritization.FASB’s Emerging Issues Task Force (EITF) recent deliberations on the existing accounting guidance for the determination of an accounting acquirer.The European Council’s announcement on its agreement with proposals to cut down on greenwashing and false environmental claims,The new and impressive Workiva Carbon solution, designed to help companies enhanc...
2024-06-2407 min
The Pre-ReadDelivering Progress on Carbon NeutralityLaura Lane, chief corporate affairs and sustainability officer at UPS, joins Workiva's Andie Wood to explore how one of the world's largest package delivery companies is tackling emissions reduction. Listen in as they discuss the importance of leveraging data to drive down emissions, optimize investments, and achieve sustainability goals.
2024-06-1429 min
The Pre-ReadA Refreshing Take on Sustainable AgricultureJim Andrew, PepsiCo's chief sustainability officer, joins Workiva's Mandi McReynolds to discuss sustainable agriculture. Listen in as they explore forging trust and accountability in the supply chain, the concept of shared value, and the role of partnership in achieving ESG goals.
2024-06-0727 min
The Pre-ReadThe Digitization of ESG ReportingJohn Turner, CEO of XBRL International, and Wes Bricker, vice chair and trust solutions co-leader at PwC US, join Workiva's Andie Wood to explore the impact of digitization on ESG reporting. Discover how XBRL taxonomies make it easier to share and analyze data and their role in corporate sustainability.
2024-05-0324 min
The Pre-ReadHarnessing Climate Data for TransparencyIn this episode of ESG Talk, Steve Manocchio, head of global financial compliance and risk management at Cisco, meets with Workiva's Steve Soter to discuss incorporating climate data into financial disclosures and how assurance, technology, and community advance ESG initiatives.
2024-04-2630 min
Off the BooksWhat Is NOCLAR? Breaking Down the PCAOB's ProposalThe 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 article on NOCLAR here: https://www.radicalcompliance.com/2024/02/27/noclar-audit-proposal-keeps-going/Hear more from Matt Kelly on the SEC’s climate-related and cybersecurity disclosure rules: https://www.workiva...
2024-04-1816 min
Off the BooksMaking Sense of the SEC Rule on Climate-Related DisclosuresIn 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 WilmerHale, share their initial reactions, what surprised them in the rule, and some of their questions about the rule in the weeks and months to come.Subscribe...
2024-03-1542 min
The Pre-ReadSustainability and the C-SuiteCognizant's head of ESG, Aya Kiy-Morrocco, and Amelia Pan, managing director in the strategic advisory group of PJT Partners, join co-host Mandi McReynolds to discuss how sustainability leaders can partner with their C-suite and boards to advance ESG strategy and meet stakeholder demands for transparency, accountability, and action. Read the 2023 Workiva's Global Practitioner Survey: https://www.workiva.com/resources/2023-global-esg-practitioner-survey
2024-01-1927 min
The Pre-ReadOn the Road to COP28Jingdong Hua, vice-chair of the International Sustainability Standards Board (ISSB), and Paul Druckman, chairman of the World Benchmarking Alliance, sit down with Workiva's Mandi McReynolds to share how standards and benchmarks bring credibility to ESG reporting as well as their insights heading into COP28.
2023-11-2433 min
The Pre-ReadThe CFO's Role in SustainabilityThe chief financial officer of Cemex, Maher Al-Haffar, joins Workiva's Mandi McReynolds to examine how ESG is influencing the office of the CFO. Mandi and Maher discuss the pivotal role of CFOs at the intersection of sustainable finance and its potential impact on business and society.
2023-10-2023 min
Climate PositiveGenerating and reporting sustainable impact | Mandi McReynolds, WorkivaWith the recent proliferation of sometimes conflicting standards around sustainability and impact reporting, companies across the globe are seeking trusted partners to help them determine and measure sustainability metrics that are truly material to the business and its stakeholders and also generate real value. To this end, Workiva – a global software-as-a-service company – has developed a suite of products to help companies make real progress on their sustainability journeys. In this episode, Chad Reed sits down with Mandi McReynolds, VP of Global Environment, Social and Governance at Workiva and the host of the ESG Talk podcast. Chad a...
2023-10-1927 min
Tech Talks DailyHow Workiva Integrates Financial, Regulatory, and ESG ReportingFinancial, regulatory, and ESG reporting are no longer siloed compartments within corporations, thanks to platforms like Workiva. With a vast clientele that includes leading names like Slack, Delta Airlines, and USAA, Workiva is redefining how businesses approach data and reporting in an era demanding unprecedented corporate transparency. In this enlightening episode, I am joined by Paul Volpe to discuss the technological solutions empowering businesses to meet ever-changing reporting requirements. The episode kicks off with Paul highlighting how Workiva's software has evolved to adapt to the dynamic landscape of ESG and financial reporting. The conversation delves in...
2023-10-1132 min
The Pre-ReadUnite to Ignite: Amplify 2023ESG Talk and Off The Books join forces at Amplify! Workiva's Catherine Tsai interviews Mandi McReynolds, Steve Soter, and conference attendees to explore trends like generative AI and how finance and accounting, ESG, and audit and risk are evolving — together. Access virtual Amplify sessions here: sm.workiva.com/amplify-podcast
2023-09-2626 min
Off the BooksUnite to Ignite: Workiva Amplify 2023View select sessions from Workiva Amplify 2023 on demand. Sign up for the virtual conference to gain access.Learn more about Amplify Asia Pacific and Amplify EMEA.If you’re in the Americas, watch this space for more information about how to join us at Workiva Amplify 2024 in Denver.
2023-09-2626 min
The Pre-ReadForging a Path to Net ZeroTodd Brady, chief sustainability officer at Intel, joins Mandi McReynolds for the final episode in the ESG Talk Climate Week series. Todd sheds light on Intel's pursuit of net-zero emissions, emphasizing the importance of energy efficiency and how technology fosters disclosure and accountability for a more sustainable world. Watch ESG in the C-Suite here: sm.workiva.com/esg-csuite
2023-09-2224 min
The Pre-ReadClimate Week, Courage, and Corporate SustainabilityWith Climate Week NYC around the corner, there's no better time to reconnect with Paul Dickinson, Climate Week co-founder, Workiva ESG advisor, and the founder and chair of CDP. Paul joins host Mandi McReynolds to kick off a four week series exploring Climate Week and its impact on corporate sustainability. Looking for more? Join Workiva for "ESG in the C-Suite," a free, virtual session at Climate Week on Tuesday, September 19 at 2:00 pm EDT. Register here: sm.workiva.com/climate-week-2023
2023-09-0119 min
The Pre-ReadInsights from the 2023 Global ESG Practitioner SurveyIn this quick episode of ESG Talk, Mandi McReynolds highlights key findings from Workiva's second ESG practitioner survey, which polled more than 900 professionals involved in ESG reporting across North America, Europe, and Asia. The data underscores the complexity in ESG reporting and reveals a surprising disconnect between managers and executives. Read the report: workiva.com/2023-ESG-Survey Register for our LinkedIn Live: sm.workiva.com/linkedin-live
2023-08-2207 min
The Pre-ReadReporting Led TransformationCan ESG reporting transform operations and propel businesses forward? Nadja Picard, partner and global reporting leader at PwC Germany, and Workiva's Andie Wood discuss reporting-led transformation and its impact on sustainability, uncovering the benefits of interoperability in reporting standards and the roles of CEOs and CFOs in driving ESG initiatives.
2023-08-1821 min
The Pre-ReadJumpstarting Sustainable InnovationNoel Kinder, chief sustainability officer at Nike, and Brian Matt, head of ESG advisory at the New York Stock Exchange, join Workiva's Mandi McReynolds on the latest episode of ESG Talk. The trio talk about ESG as a catalyst for product innovation and finding value in collaboration and learning from others.
2023-07-2118 min
The Pre-ReadJumpstarting Sustainable InnovationNoel Kinder, chief sustainability officer at Nike, and Brian Matt, head of ESG advisory at the New York Stock Exchange, join Workiva’s Mandi McReynolds on the latest episode of ESG Talk. The trio talk about ESG as a catalyst for product innovation and finding value in collaboration and learning from others.
2023-07-2121 min
The Pre-ReadAn Auditor's Perspective on ESGWorkiva's Ernest Anunciacion sits down with Nancy Jordan, vice president of internal audit at Cornerstone Building Brands, and Tom Rams, senior director of SOX and internal audit at 8x8. Tom and Nancy share lessons they've learned about ESG and assurance and discuss the importance of breaking down silos to foster the collection of more consistent, accurate data.
2023-07-0718 min
Off the BooksIt’s All Right, It’s OK: Stayin’ Alive in UncertaintyShow notes:Here’s the survey Steve mentioned that shows executives proactively planning to comply with proposed climate-related disclosure rules.See what else Josh has said about turning uncertainty into opportunities for CFOs and controllers.You can hear more from Josh at Amplify, Workiva’s annual conference, where he will speak about building a resilient accounting team.Subscribe and listen to all the episodes of Off the Books at workiva.com/off-the-books-podcast.
2023-07-0623 min
The Pre-ReadThe Global Impact of CSRDAndie Wood, vice president of regulatory strategy at Workiva, shares a primer on the CSRD (Corporate Sustainability Reporting Directive), new ESG regulation adopted by the European Commission impacting thousands of companies worldwide. Andie also explores the context surrounding its adoption and its impact on integrated reporting.
2023-06-0911 min
The Pre-ReadThe Executive Guide to ESG RatingsJoin host Mandi McReynolds as she describes Workiva's approach to ESG ratings and rankers, how to identify which matter the most to your organization, and the benefits of communicating progress against ESG goals on an ongoing basis.
2023-05-2605 min
The Pre-ReadResponsible Investing for a Sustainable EconomyErin Bigley, chief responsibility officer at AllianceBernstein, pulls back the curtain on transparency and decision making in asset management. Erin and Mandi McReynolds, Workiva's vice president of global ESG, discuss the realities of corporate greenwashing, measuring and managing social risks, and more.
2023-05-1920 min
The Pre-ReadManaging Risk Through Scenario AnalysisMandi McReynolds looks back on her discussion with Jared Forman, managing partner of ESG and climate risk at FORVIS. The two discuss risk management and ESG, including scenario analysis and how Workiva benefited from a FORVIS risk scenario workshop in this episode of ESG Talk. Resources: FORVIS ESG & Climate Risk - https://www.forvis.com/services/esg-climate-risk
2023-05-0525 min
The Pre-ReadThe ROI of Sustainability, Part IITensie Whelan, director of the NYU Stern Center for Sustainable Business, returns to ESG Talk. Tensie is joined by Kelly Fisher, head of corporate sustainability at HSBC Bank USA, alongside Workiva's Mandi McReynolds. The group shares case studies showcasing how companies are driving financial performance with sustainable investments and urges business leaders to reconsider how they measure ESG's ROI.
2023-04-2826 min
The Pre-ReadApplying an Economic Lens to ESGAlex Edmans, finance professor at London Business School and leading expert on sustainable finance, joins Mandi McReynolds, vice president of ESG at Workiva. Alex and Mandi discuss sustainability and long-term value creation, including the importance and limitations of data and executive compensation.
2023-04-0726 min
The Pre-ReadSEC Climate Disclosure: Predictions and PreparationIn this episode of ESG Talk, David Kanarek, vice president and managing counsel at American Express, joins Workiva's Mark Mellen and Steve Soter to discuss the SEC's climate disclosure proposal. Mark and Steve predict what will make it into the final ruling while David shares how his finance and sustainability teams are preparing for the new regulation.
2023-03-2424 min
The Pre-ReadFinding Opportunity in RiskDenise Vaughn, vice president of ESG at Ferguson Enterprises, and Christopher Lindsay, vice president of government relations for the International Association of Plumbing & Mechanical Officials, join Workiva's Mandi McReynolds. They explore the business and societal risks associated with water, how their organizations are coming together to address the water crisis in the United States, and the importance of pilots, process, and partnership for driving ESG strategy.
2023-03-2218 min
The Pre-ReadPurpose vs. PerformanceDenise Roberson, chief purpose officer at TBWA\Chiat\Day, joins Mandi McReynolds, Workiva's head of global ESG, this week on ESG Talk. Denise and Mandi discuss what Mandi has coined the value versus values debate in environmental, social, and governance (ESG) and how ESG reporting is accelerating corporate transparency.
2023-03-1719 min
The Pre-ReadDEI's Role in Human Capital ManagementAlicia Petross, chief diversity officer at The Hershey Company, joins Workiva's Steve Soter in the latest episode of ESG Talk. Alicia and Steve discuss the labor shortage, how ESG reporting has evolved, and the connection between DEI and HCM.
2023-03-0818 min
The Pre-ReadEstablishing a Common Language Around ESGIn this episode of ESG Talk, Workiva's Mandi McReynolds is joined by Mark Horoszowski, co-founder and CEO of MovingWorlds. Mark and Mandi discuss how having a shared language around ESG will move business forward and finding common ground between business leaders, investors, and consumers.
2023-03-0319 min
The Pre-ReadSEC Regulation is (Almost) HereIn this week's episode of ESG Talk, Workiva's resident accounting and regulatory reporting expert, Steve Soter, stops by to share his predictions for the SEC's climate disclosure proposal, human capital management, and the future of ESG and financial reporting.
2023-02-1010 min
The Pre-ReadGetting Started with ESGConsultants Harry Etra, chief executive officer of HXE Partners, and Peylina Chu, senior vice president of ESG Business Strategy at Antea Group, join Workiva's Mandi McReynolds to explore what it takes to launch a successful ESG program—including team building, goal setting, and learning from failure.
2023-02-0323 min
Digitally CuriousS5 Episode 4: Andie Wood from Workiva on Sustainable FinanceFinance, meet Sustainability. On this episode of the podcast, I spoke with Andromeda (Andie) Wood who is Vice President for Regulatory Strategy for Workiva. She is an expert in the role of technology in corporate reporting, taxonomy design and data modelling, and holds a wealth of knowledge and deep understanding of the impact of EU and UK regulation on global firms, particularly in the areas of corporate transparency and ESG. There is an undeniable global shift towards greater standardisation in reporting ESG initiatives across markets.As it stands, corporate reporting comprises...
2023-01-3036 min
The Pre-ReadBenchmarking and Transparency ft. Paul DruckmanGlobal accounting expert Paul Druckman joins Workiva's Mandi McReynolds on the latest episode of ESG Talk. Mandi and Paul discuss sustainability, accountability, and why it might be time to rethink the title "CFO."
2023-01-1817 min
The Pre-ReadSeason Two: Taking Perspective ft. Mandi McReynolds, WorkivaTo kick off our second season of ESG Talk, host Mandi McReynolds introduces our theme for the year—perspective and the diversity of thought shaping the discourse around ESG. According to Mandi, a new perspective can be an obstacle or an opportunity. Which one will you choose?
2023-01-0403 minThe Pre-ReadDynamic Materiality and Stakeholder EngagementIn this short chat, ESG Talk host Mandi McReynolds shares part of an executive presentation she gave exploring dynamic materiality. Mandi describes practical ways companies can align stakeholder engagement with dynamic materiality as well as how ESG leaders are using technology to drive both forward in 2023. Resources: 1) The Chat: Challenges and Opportunities in ESG Reporting - https://podcasts.apple.com/us/podcast/esg-talk/id1622905439?i=1000568095872 2) Gaining Trust in Your ESG Data Is a Material Issue - https://www.workiva.com/blog/gaining-trust-your-esg-data-material-issue-0
2022-12-2106 minThe Pre-ReadUnraveling ESG Regulation ft. Andromeda Wood and Steve Soter, WorkivaIn this regulatory wrap up from ESG Talk, host Mandi McReynolds is joined by her Workiva colleagues, Andromeda Wood, Vice President of Regulatory Strategy, and Steve Soter, Senior Industry Principal. Andie and Steve share their takes on ESG regulation in the EU and US, including CSRD and recent developments by the SEC. Resources: 1) Andromeda Wood, CSRD Debrief - https://www.workiva.com/blog/csrd-debrief-whos-impacted-and-how-prepare 2) Steve Soter, podcast co-host Off the Books https://podcasts.apple.com/us/podcast/off-the-books/id1505814699 3) COP27 and What's Next for ESG ft. Paul Dickinson, CDP - https://podc...
2022-12-1420 minThe Pre-ReadHuman Capital and the Dividend of Trust ft. Bhushan Sethi, PwCBhushan Sethi, Joint Global Leader of People and Organization at PwC and Adjunct Professor at NYU Stern's School of Business, joins Workiva's Mandi McReynolds on this week's episode of ESG Talk. Mandi and Bhushan explore building a strategy for human capital management during an economic downturn, including how transparency can breed trust and empowering employees with "voice and choice." Resources: 1) PwC Global Workforce Hopes and Fears Survey 2022 - https://www.pwc.com/gx/en/news-room/press-releases/2022/global-workforce-hopes-and-fears-survey-2022.html 2) CNN Interview: "Voice and Choice" - https://www.youtube.com/watch?v=AAn1PJ3h7E...
2022-12-0718 min
CDC Tech Life PodcastEpisode 17: Will Gregg - VP and Head of Growth - WorkivaEpisode 17 of the CDC Tech Life Podcast features Will Gregg, VP and Head of Growth at Workiva. Will talks about how Workiva is helping companies manage the challenge of reporting and how his role as Head of Growth led Workiva to Charleston.This episode is sponsored by the City of Charleston. The City of Charleston is pleased to support the Charleston Digital Corridor with its mission to foster innovation and entrepreneurship.Thanks to the Charleston Digital Corridor, the Tech Life Podcast has returned to share stories from the rapidly growing Charleston SC Technology and Entrepreneur co...
2022-11-3036 minThe Pre-ReadLocalizing ESG Across the Globe ft. Barjouth Aguilar, FlexBarjouth Aguilar, Head of Global Sustainability at Flex, joins Workiva's Mandi McReynolds on this week's episode of ESG Talk. Learn how Flex has embedded sustainability into its supply chain and manufacturing operations, embraced sustainable finance, and localized ESG strategy in more than 100 facilities across the globe. Resources: 1) Flex - Our Sustainability - https://flex.com/company/our-sustainability 2) Flex Foundation - https://flex.com/company/our-sustainability/flex-foundation 3) McKinsey & Company - https://www.mckinsey.com/capabilities/operations/our-insights/building-sustainability-into-operations
2022-10-2619 min
Great Companies! Great Leaders!Great Companies! Great Leaders! with Binny Nanavati, Head of Belonging, WorkivaBinny Nanavati serves as the Senior Director of Diversity, Equity and Inclusion at Workiva Inc., the world’s leading provider of regulatory, financial, and ESG reporting technology. In her role, she leads the creation and execution of DEIB strategies to build a diverse workforce, inclusive culture, and equitable practices that foster belonging.
Interested in a career with Workiva? Click here to view the company profile. https://bestcompaniesaz.com/workiva-careers-company-culture/
She is a skilled DEIB professional and storyteller with years of experience launching business employee resource groups and accountability around workforce and workplace goals that align with business growth strategies. Prior to...
2022-10-1323 minThe Pre-ReadThe Chat: ESG for SMEs, Startups, and UnicornsWe're chatting about how startups and small to midsize enterprises play a critical role in our global economy and how they can engage in ESG moving forward. Host Mandi McReynolds shares three fundamental principles for startups and SMEs to consider when implementing ESG into their business strategy. Resources: 1) World Economic Forum article - https://www.weforum.org/agenda/2022/09/what-start-ups-think-about-esg-and-why-it-matters/ 2) UN Global Compact participants - https://www.unglobalcompact.org/what-is-gc/participants 3) UN Global Compact resources - https://www.unglobalcompact.org/take-action/leadership 4) Kevin O'Leary on ESG: Straight Talk from Mr. Wo...
2022-10-1206 min2022-08-3128 min
ESG Decoded PodcastMandi McReynolds Of Workiva Shares Insights On ESG & Financial ReportingESG Decoded is a podcast powered by ClimeCo to share updates related to business innovation and sustainability in a clear and actionable manner.
In this vodcast episode, Kaitlyn Allen talks with Mandi McReynolds, Head of Global ESG at Workiva. This connected cloud platform enables collaboration and integration into existing workstreams to simplify financial and ESG reporting. Mandi is also an award-winning author and host/executive producer for the video podcast series ESG Talk.
Listen as Amanda and Mandi talk about the rise of Workiva in the compliance and SEC filing space. They also discuss the...
2022-07-1237 min2022-06-2906 min2022-06-0808 min
Every Mother KnowsHow Workiva is advancing Diversity & Inclusion at work. A conversation with Ben Lopez and Kamilah JonesIn this episode, we are featuring our corporate partner Workiva and learning more about what the company is doing to advance Diversity, Equity, Inclusion and Belonging.Workiva is the world’s leading cloud platform for transparent reporting and for the 4th time has made it to the Fortune 100 Best Companies to Work For® in 2022. The Amsterdam office has recently joined our Returnship programme, opening up returnship roles to provide a soft landing transition back into the workforce to those who took a break from their corporate careers.Our guest speakers for this episode are two Work...
2022-05-1024 min
CFO THOUGHT LEADER729: The Pivot Toward Growth | Jill Klindt, CFO, WorkivaJill Klindt recalls that back in 2008, when she joined Workiva, the software start-up was somewhat removed from the career path that she had envisioned for herself. “It wasn’t that obvious to me at first, and it wasn’t what I was looking for,” explains Klindt, who says that at the time, the Ames, Iowa, company employed six to eight people. Once on board, Klindt found that her accounting skills and willingness to problem-solve quickly made her a go-to executive along the entrepreneurial byways that ruled Workiva’s early years. “I was relied on, which fe...
2021-08-2540 min
Off the BooksWorkiva Opens the MarketplaceNick Renkoski and Steve Soter are joined by Nick Mazing of Sentieo and Nancy Mentesana of the Argyle Company to discuss Workiva’s new Marketplace and its benefits.
2021-08-1125 min
AugmentNirogGyan, Slang Labs raise funds | Workiva recently became the first SaaS company to gain entry to the UN Global Compact CFO Taskforce | NRG Systems, a developer and manufacturer of decision support tools, has announced the launch of NRG Cloud | ServiceMax announced its entry into a business combination agreement with Pathfinder Acquisition CorporationWorkiva recently became the first SaaS company to gain entry to the UN Global Compact CFO Taskforce, as a part of which its CFO Jill Klindt, joined the task force. Workiva now aims to help companies in aligning their sustainability goals and commitments with credible corporate finance strategies.NirogGyan, a SaaS company focusing on the healthcare industry, has raised an undisclosed amount in a seed funding round led by industry veterans. Participants in the round include Arindam Haldar, Teji HS, Sumit Bagaria, and others like BITS Pilani’s startup incubator PIEDS (Pilani Innovation & Entrepreneurship De...
2021-07-1702 minOff the BooksBite-Sized Episode: Stock CompensationQuestions? Feedback? Want to be a guest on Off the Books?Write us at offthebooks@workiva.com.
2020-10-2707 min2020-09-0210 min
The Internship ShowWorkivaOn this episode of The Internship Show, we speak with Jaclyn Vlastaras and Allison Zobel from Workiva. They oversee the University Relations and Recruitment at Workiva. Workiva is a global technology company that transforms the way thousands of organizations work. They support around 160 internships worldwide that is focused on real-world experience, an award-winning culture and professional development opportunities to cultivate early talent individuals.
We learn what being a tech company in the Midwest is like, why an internship at Workiva is different from any other internship program and how they give students access to information you won't...
2020-06-1226 min
The CandEs Shop Talk#70 - Matt McDonald - WorkivaThe CandEs Shop Talk Podcast welcomes Matt McDonald, Director of Talent Acquisition and Human Asset Management at Workiva, a leading cloud platform for connected reporting across accounting, finance, audit, and internal controls — and a proud Candidate Experience Awards winner. Listen in on how improving candidate experience impacts recruiting and the business bottom line.
2019-02-1822 min