Shows
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
Off the BooksClimate Disclosures: We Ask a Lawyer What the SEC DidWe want to hear from you! Email us at offthebooks@workiva.com
2025-03-2716 min
Off the BooksOff the Books vs MoviePass, MovieCrashTake 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.
2025-03-2021 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
Off the BooksKeys to Acing an Annual Performance ReviewWho 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.
2025-03-0617 min
Off the BooksThe Envelope Please: The Best Accounting Movie Is...Find past conversations at workiva.com/off-the-books-podcast
2025-02-2720 min
Off the BooksValue Creation Under Pressure: Insights from Global ExecutivesFind more survey insights at workiva.com/benchmark-2025
2025-02-2030 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
Off the BooksReturn to Office: What’s at Stake for Employees and EmployersEnjoy this episode? Find past 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
2025-02-0620 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
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
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 BooksWhen ESG Meets Financial ReportingCharley Nelson is an environmental policy major who joined a technical accounting team at Etsy. Hear why that makes perfect sense and what Charley’s learned in his time working with accountants. This episode was recorded at the Workiva Amplify conference for accounting, finance, risk, and sustainability professionals.
2024-10-2412 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
Off the BooksHow Practitioners Really Feel About CSRDDig into the findings in this crossover episode of ESG Talk and Off the Books.Find the full report here: https://www.workiva.com/resources/csrd-era-of-transparency
2024-10-1723 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
Off the BooksBuilding a Fraud Risk Management ProgramFind more episodes at workiva.com/off-the-books-podcast.Subscribe to catch all our upcoming episodes.
2024-08-2223 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
Off the BooksInside Baseball: What It’s Like to Be CFO with Steve CatesFollow 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.
2024-02-2923 min
Off the BooksThe Road to Becoming a Financial Controls DirectorBelieve 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.
2024-02-1514 min
Off the BooksGotta Keep ‘Em RegulatedArthy Kumar, Workiva Industry Principal for Investments and Financial Services, stops by to answer producer Mike’s questions about the SEC! What’s the deal with the SEC private fund regulations? How is it changing the private fund industry? What’s the SEC approval process for naming funds? Find out:
2023-12-0713 min
Off the BooksHow to Assess the Materiality of a Cybersecurity EventSteve and Catherine ask Workiva General Counsel Brandon Ziegler how he would handle a cybersecurity incident. How would he assess if the incident is material and needs to be disclosed? Listen now.
2023-11-0916 min
Off the BooksCapital Markets Trends with Mike Nordtvedt and Josh GertschMike Nordtvedt, partner at Wilson Sonsini Goodrich & Rosati and unofficial Off the Books co-host Josh Gertsch stopped by the studio at the Workiva Amplify conference to dish about the state of capital markets and what companies can do to get ready to go public. Listen in.
2023-11-0213 min
Off the BooksStraight Tea with Accounting, ESG, Audit, Risk, & Compliance ExpertsOff the Books set up a studio in the middle of the action at the Workiva Amplify conference and interviewed accounting, finance, ESG, and GRC leaders like you. Hear from:Rachael Staab, ESGTiffany Leiva, internal auditMaria Siglin, internal auditJonathan Gregory, accounting and financeJeffrey Pullen, accounting and financeAna Sheikh, ESGWe asked them about their careers, what they’re looking for in the year ahead, and how to get the most out of conferences like Amplify. Listen in!
2023-10-2631 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
Off the BooksInternal Auditors, Unite! IIA International Conference RecapShow notes:If you’re looking for stories from internal audit heroes, Grant recommends Extraordinary Circumstances: The Journey of a Corporate Whistleblower, the book from former WorldCom Chief Audit Executive Cynthia Cooper.Cynthia Cooper will be speaking at the SOX Professionals Group Summit in September. Register for the SOX Professionals Group to get the details as they are released. Membership is free.If you liked this episode, you can help us out by subscribing to Off the Books! Hit the “subscribe” button on YouTube, Spotify, Apple Podcasts, or wherever you like to listen. Find every episode of Off the Bo...
2023-08-0327 min
Off the BooksEncore Episode: How to Tame Conference Anxiety and Enjoy the ShowJoin us for Amplify Nashville this September 19-21 and connect with some of the brightest minds around. Register now: https://www.workiva.com/amplify.To learn more about Robert Coplan and his work check out robertcoplan.com. And you can get his books here:The Handbook of Solitude: Psychological Perspectives on Social Isolation, Social Withdrawal, and Being Alone, 2nd EditionQuiet at SchoolThe Development of Shyness and Social Withdrawal
2023-07-2727 min
Off the BooksBack to Basics, Part 2: So…Who Regulates ESG? (And More Q&A)Show notes:Ask Steve Soter and Mark Mellen your own questions in person at Amplify. Register now.Subscribe to Off the Books! Hit the “subscribe” button on YouTube, Spotify, Apple Podcasts, or wherever you like to listen. Find every episode of Off the Books at workiva.com/off-the-books-podcast
2023-07-2019 min
Off the BooksBack to Basics, Part 1: What’s Up with SEC Climate Disclosures?Show notes:For a quick look at what’s in the proposed SEC climate disclosure rule and how to prepare for it, check out this infographic.Subscribe to Off the Books! Hit the “subscribe” button on YouTube, Spotify, Apple Podcasts, or wherever you like to listen. Find every episode of Off the Books at workiva.com/off-the-books-podcast
2023-07-1323 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
Off the BooksUncovering the Sexiest of SEC Filings with Footnoted.comShow notes:Michelle Leder is the author of the book Financial Fine Print: Uncovering a Company’s True Value. She also runs footnoted* and the site’s subscription newsletter, Friday Night Dump, where she uncovers juicy tidbits within SEC filings. Her free newsletter is available via LinkedIn.Find all episodes of Off the Books at workiva.com/off-the-books-podcast
2023-06-2924 min
Off the BooksOff the Books vs. The AccountantShow notes:Review which movies the crew originally considered when producer Mike Gravagno asked them to find the best accounting movie.Tell us what they got right and wrong about the movies they’ve debated so far:The Shawshank RedemptionGhostbustersMoonstruckThe UntouchablesEverything Everywhere All at OnceFind all episodes of Off the Books at workiva.com/off-the-books-podcast
2023-06-2237 min
Off the BooksReal Talk on SEC Rules with David PeavlerShow notes:Financial reporting professionals for private, public, nonprofit, or government organizations can join the SEC Professionals Group (it’s free!) to catch all of David’s comments from the Pro Group Q1 meeting.Find all episodes of Off the Books at workiva.com/off-the-books-podcast
2023-06-1518 min
Off the BooksCapital Markets, IPOs, and Fab Founders with Mary GroveShow notes:As Mary mentioned in this episode, her office hours at Bread and Butter Ventures are open to anyone. Learn more.Find all episodes of Off the Books at workiva.com/off-the-books-podcast
2023-06-0816 min
Off the BooksESG and Net Zero: Dinged If You Do, Dinged If You Don'tHere’s the attorney generals letter to BlackRock: https://www.texasattorneygeneral.gov/sites/default/files/images/executive-management/BlackRock%20Letter.pdfHere’s a response from BlackRock: https://thetexan.news/wp-content/uploads/2022/09/BlackRock-Response-to-AGs-09062022_Final.pdfAnd this is what the New York City Comptroller sent BlackRock: https://comptroller.nyc.gov/newsroom/comptroller-lander-sends-letter-to-blackrock-ceo-larry-fink-demanding-stronger-action-toward-net-zero-emissions-reduction-across-portfolio/Hear the Off the Books crew chatter on other accounting topics: https://www.workiva.com/off-the-books-podcast
2022-10-1221 min
Off the BooksAmplifying the Future of TransparencyOn this between-seasons bonus episode, ESG Talk’s Mandi McReynolds joins Steve and Catherine to recap Workiva Amplify, the annual conference for ESG, finance, and risk folks. Hear how Amplify 2022 went all in on the bold future of transparency, plus listen to a clip from two keynote speakers: professional rock climbers Alex Honnold and Tommy Caldwell!
2022-09-2822 min
Off the BooksHow to Tame Conference Anxiety and Enjoy the ShowAfter a couple of years off, are you ready to mix and mingle at in-person industry events? Robert Coplan, developmental psychologist and Professor of Psychology at Carleton University, offers tips on how to ease back into real life gatherings so you can get the most out of conferences like Workiva Amplify this fall.
2022-08-0932 min
Off the BooksMandi vs. Steve on the SEC Climate Disclosure ProposalESG Talk’s Mandi McReynolds joins Off the Books to give an ESG director’s point of view on the SEC’s climate disclosure proposal, while Steve offers the perspective of an SEC reporting director. Will they see eye to eye? Will Catherine have to give them a timeout? Will the Workiva podiverse ever be the same? Tune in:
2022-06-2232 min
Off the BooksThe Inside Scoop on Insider TradingThe hosts talk to Brandon Ziegler, chief legal officer at Workiva, about insider trading and how executives might get themselves in trouble, even when they have 10b5-1 plans that are meant to help them steer clear of it.
2022-01-1918 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 minOff the BooksNick “Explains” Accounting Memes: Boromir’s Warning and Vince Mahon Wrestles with Ledger BalancesWe’ve got a fever, and the only prescription is more accounting memes! This time, Steve Soter plays quizmaster and tests the accounting knowledge of Nick Renkoski—who is not an accountant. The results are revealing in more ways than one.
2021-05-2627 minOff the BooksBitcoin Bulletin with Ben TaylorOff the Books stays on top of the emerging world of bitcoin this week by speaking with Steve Soter and Ben Taylor, co-founder and CEO of SoftLedger, an accounting software provider that specializes in cryptocurrency.
2021-05-1923 minOff the BooksQ1 Review with Nick MazingNick Mazing of Sentieo joins Nick Renkoski and Steve Soter to cover the biggest financial news of the first part of the year. SPACs! ESG! Crocs! Oh, my!
2021-05-1221 minOff the BooksAll about ESG with Bob Hirth (Part 2)Bob Hirth of Protiviti concludes our conversation about ESG reporting, making the case that finance teams would do well to be an early adopter and not a laggard.
2021-05-0521 minOff the BooksAll about ESG with Bob Hirth (Part 1)Nick Renkoski and Steve Soter are joined by Bob Hirth, Senior Managing Director at Protiviti, and an ESG proponent to discuss his career, the state of ESG, and why businesses should get on board.
2021-04-2822 minOff the BooksDear Graduates (Part 2)Steve Soter, April Brady, and Josh Gertsch are back to finish their lesson for upcoming accounting professionals; the good, the bad, and the stuff no one will tell you. Listen up—don’t worry, there won’t be a test.
2021-04-2119 minOff the BooksDear Graduates (Part 1)With graduation day coming up, Off the Books answers some listener mail about advice for upcoming accounting professionals. Steve Soter, April Brady, and Josh Gertsch drop some knowledge on recent grads. Listen up, class.
2021-04-1423 minOff the BooksThe Power of ConnectivityAdam Roundy from Hallows & Company in Salina, Utah (population 2,500) join Drew Deubner, Steve Soter, and Nick Renkoski to explain how connectivity allows firms to think big even in small towns, allowing you to do meaningful work wherever you want to be.
2021-04-0721 minOff the BooksThe ABCs of ESGNever heard of environmental, social, and corporate governance (ESG)? Well, it likely won’t be long before your finance team will be required to report on it. Smart teams are already starting. Darcie Brossart joins Drew Deubner and Steve Soter to discuss what to look out for.
2021-03-3120 minOff the BooksMel Robbins, The 5-Second Rule, and YouAuthor Mel Robbins recently spoke to Workiva about her 5-second rule for productivity and creativity. Joel Capperella, who spoke with Mel, join Nick Renkoski and Steve Soter to discuss what Mel’s message means for finance professionals.
2021-03-2427 minOff the BooksWhat We Know About 2021 So FarDrew, Nick, and Steve are joined by Nick Mazing of Senteo to discuss what has already taken place this year and what it means for the rest of this unprecedented time. From Game Stop to SPACs, we’ve got you covered.
2021-03-1722 minOff the BooksThe M&A Q&A (Part TwoYou asked and we answered! Today we look at a piece of listener mail to learn a little bit more about mergers and acquisitions with the conclusion of our conversation with Erik Elfrink of KPMG.
2021-03-1014 minOff the BooksThe M&A Q&A (Part One)You asked and we answered! Today we look at a piece of listener mail to learn a little bit more about mergers and acquisitions with Erik Elfrink of KPMG.
2021-03-0313 minOff the BooksA Programming NoteMeet Nick! He’s taking the reins from Drew while he’s out for a bit. He’s nice and is into hot sauce. You’ll like him.
2021-02-2502 minOff the BooksLeadership Inside a FishbowlToday we’re playing a high stakes game of follow the leader, talking with experts from Deloitte about what makes a good financial leader, how that need has changed, and a little bit about how to be liked along the way. Play on!
2021-02-2425 minOff the BooksSPAC to the Future: Part DeuxHot diggity! It’s the second half of our conversation about SPACs. Join Steve, Drew, Josh Gertsch, and Caleb Cannon as they continue unpacking SPACs and where they’re headed in the future. Tune in!
2021-02-1714 minOff the BooksSPAC to the Future: Part OneGreat Scott! Will SPACs be the IPO of the 21st Century? Will going public ever be the same? How many pairs of Crocs can Steve cram in his closet? Join Steve, Drew, Josh Gertsch, and Caleb Cannon as they find those answers via 1.21 gigawatts of podcast power. Tune in!
2021-02-1013 minOff the BooksOTB Mailbox: GameStop for DummiesToday, we’re checking the OTB Mailbox. Drew and Steve help a listener understand what in the Sam Hill is going on with GameStop, what the SEC will do next, and learn why the muffaletta is nature’s perfect sandwich. Tune in!
2021-02-0218 minOff the BooksStraightening Out CECL for 2021 (Part Two)So, banks tried this new accounting standard, and then COVID blew the whole thing to hell. And the related, but kinda-not-related, CARES Act didn’t help things either. It’s a doozy. Heather Markheim and Chris Albela untangle the whole mess for Drew and Steve. Tune in!
2021-01-2613 minOff the BooksStraightening Out CECL for 2021 (Part One)So, banks got ready for this new accounting standard, and then COVID blew the whole thing to hell. And the related, but kinda-not-related, CARES Act didn’t help things either. It’s a doozy. Heather Markheim and Chris Albela untangle the whole mess for Drew and Steve. Tune in!
2021-01-2015 minOff the BooksOTB Mailbox: What is Busy Season, Exactly?We love listener mail! Steve and Josh explain what busy season is, Drew breaks up their incessant bickering, and somehow snowboarding is involved. Tune in!
2021-01-1321 minOff the BooksEnd of the Road: GE CAS (Part Two)In the back half of our two-part conversation, Dom Fatibene and Ernest Anunciacion wax nostalgic about their travels with CAS and how it’s shaped their careers. Let’s go! Tune in now!
2021-01-0614 minOff the BooksEnd of the Road: GE CAS (Part One)Take a moment of silence for General Electric’s corporate audit staff training program. Two former participants say goodbye to the Navy Seals of audit, and offer useful tips for practitioners. Drew offers Kleenex to wipe their tears. Tune in!
2020-12-3016 minOff the BooksSteve Explains Accounting Memes: Darth Sidious Depreciates LandDrew is not an accountant, which means he doesn’t understand the accounting memes that make the internet LOL out loud. Steve uses the force and breaks ‘em down. This one's blowin' up like the Death Star. Tune in!
2020-12-2319 minOff the BooksThe World’s Most Ergonomic AirplaneOur European correspondent Conor O’Kelly gets Steve and Drew up to speed on what’s new in the EU and UK: airlines, statutory reporting, the pandemic unemployment payment (PUP), and more. Cheerio!
2020-12-1623 minOff the BooksQ3 in Review: Vaccines Rule Everything Around MeNick Mazing of Sentieo drops the deets on all the fascinating stuff that’s happened behind the scenes in Q3 financial disclosures. Steve and the Drew-Tang Clan spit rhymes on the Biden administration, what’s new with the SEC, and so much more. Check it out, y’all!
2020-12-0923 minOff the BooksForensic (Accounting) Files with Tim Tribe: Part TwoIn the second half of our conversation, Tim Tribe of Ingen Financial Forensics shares some really incredible stories about his life as a forensic accountant. Check it out! Listen now!
2020-12-0217 minOff the BooksForensic (Accounting) Files with Tim Tribe: Part OneTake a microscopically close look at the fascinating world of forensic accounting with Tim Tribe of Ingen Financial Forensics. Find out what forensic accountants do, how he landed the gig, and what it’s like to teach juries about accounting. Check it out! Listen now!
2020-11-2519 minOff the BooksYou Down with PPP? Yeah, You Know MeThe Paycheck Protection Program offered small businesses shelter from the impact of COVID. But, as Marc Butler of Intelligize explains, it’s not quite as straightforward as you’d think. Steve and Drew chat chickens. Hit it!
2020-11-1826 minOff the BooksThe One Where Steve Meets the Enron WhistleblowerWhat the what? Steve sat down for an interview with Sherron Watkins, the whistleblower at the heart of the Enron scandal, to get the whole scoop on what led up to her reporting the crimes, her life afterword, and much more. It’s a can’t-miss episode! Tune in now!
2020-11-1127 min
Off the Books[Rebroadcast] Eerie Accountancy: The Whistling WeaknessWe originally aired this one back in April, but we could use something a little more lighthearted right now. Listen to a spooky tale based around a real-life accounting horror story shared by listeners. Boo!
2020-11-0412 min
Off the BooksEerie Accountancy: The Ghost TickWe’re surfing way off the deep end with this one! Right in time for Halloween, listen to this spooky tale based around a real-life accounting horror story shared by one of our listeners. Tune in—if you dare!
2020-10-2910 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 minOff the BooksStay Tuned: Off the Books Returns October 29Just a quick update with the show—we’ve got some great stuff in the works for you, and more than a few surprises. Stay tuned!
2020-09-3004 minOff the BooksRob Sand: Iowa State Auditor, Efficiency AficionadoHere's the episode of The Daily we mention. And, here's the New York Times article that that episode is based on.(Check them out, they're really good.)
2020-09-2226 minOff the BooksQ2 in Review: Clorox, Dave & Buster's, and Warren BuffettThe amazing Nick Mazing, head of research at Sentieo, skims the surface of this quarter’s earnings releases and pulls out some really wild market trends. Plus, learn how to build your own market indicator! Meanwhile, Steve and Drew concoct the perfect Oreo. Tune in now!
2020-09-1526 minOff the BooksWhat Dick Butkus and Internal Audit Have in CommonSo the IIA rolled out a new Three Lines model, which shakes the internal audit function to its core. What’s it mean, why’s it important, and what now? Ernest goes long with some football analogies, David waxes eloquent about gazpacho and accountability, and Drew drops puns, per usual. Tune in!
2020-09-0930 min2020-09-0210 minOff the BooksWe Went To IIA GRC So You Didn’t Have ToConferences: love ‘em or hate ‘em, you can’t really go to ‘em anyway. Brooke Upton and Dana Williams attended some virtual sessions and took meticulous notes on agile auditing, continuous controls monitoring, and conference snacks. Tune in, learn the cool buzzwords, and sound smart to your coworkers!
2020-08-2524 minOff the BooksWhen Working from Home Becomes Working in HellSo your guest bedroom slash office feels like an empty void. Zoom calls are flatter than day-old Diet Coke. What’s an accounting leader to do? Charles Carrington, partner at Deloitte, joins Drew and Steve to talk emotional intelligence, mental health, and intentional leadership in the time of Coronavirus. Tune in!
2020-08-1932 minOff the BooksCirque du Soleil, Mitt Romney, and a Bus CompanyPrivate equity, as Steve and Drew learn, is the business of buying businesses, making them work better, then selling them. Jennifer Neill and Emilie McLaughlin give them the full scoop, and Steve starts an international bus conglomerate for pennies on the dollar. Tune in now!
2020-08-1224 minOff the BooksRomaine on the Blockchain, Wine Fraud on the BrainBen Taylor from Softledger stops by again and offers more down-to-earth blockchain examples—wine, flour, and lettuce. Drew helps Steve with his debilitating reliance on bootleg Diet Coke. Tune in now!
2020-08-0517 minOff the BooksMama Mia: Nintendo’s Data Security Woes ContinueRemember Nintendo’s third-party-vendor data breach? Yeah, it’s back again. Matt and Andy wrestle with the technical stuff, and Ernest drops the six-part Konami code for risk management, and Drew makes bad puns. Tune in now!
2020-07-2923 minOff the BooksThe Sticky-Icky Complexities of Cannabis AccountingDude, where’s my general ledger? Andrew Hunzicker of DopeCFO talks Ernest, Steve, and Drew through the labyrinth of accounting challenges of selling a federally illegal product in legal states. Plus, Steve resolves some tummy troubles. Tune in now!
2020-07-2227 minOff the BooksPerspective and Success: A Fireside Chat with Joe HowellWith decades of CFO experience, and as a founder of the SEC and SOX Professionals Groups, Joe Howell has a ton to say about the historical perspective of the COVID-19 situation and how accounting pros can make the best of the change in their own careers.
2020-07-1532 minOff the BooksDecoding Cryptocurrency in Accounting: Part TwoBen Taylor from Softledger comes back from the future to continue schooling the gang on cryptocurrency and blockchain. Then things shift to talking about lettuce, wine, and socks. Tune in!
2020-07-0826 minOff the BooksDecoding Cryptocurrency in Accounting: Part OneFake money? On an intangible general ledger? All living on the cloud? Ben Taylor of Softledger explains why that’s really not a bonkers idea, and why cryptocurrency and blockchain has benefits to accountants of all stripes.
2020-07-0123 minOff the BooksHow to Win at Global Regulatory Whack-a-MoleSo, Country A doesn’t want disclosures filed in the same way as Country B. And when you exist in both, that gets hairy. Paul Volpe walks the gang through the intricacies of the situation, and offers some advice for companies looking for an exit from the rat race.
2020-06-2431 minOff the BooksThe FERC Mandate: All The Buzz in the Energy SectorSix months to comply to XBRL? Say watt? Shocking, but likely true for energy companies. April Brady and David Winn spark the conversation and share tips for FERC filers.
2020-06-1722 minOff the BooksSteve Explains Accounting Memes: Jim Halpert and the Sorting HatThere are a ton of accounting memes out there, and Drew doesn’t understand them (or Harry Potter or Thanos, as it turns out). Steve breaks them down, and shares his own Avada Kedavra moment in accounting.
2020-06-1022 minOff the BooksXBRL Xplained: Pranav Ghai of CalcbenchThe crew gets schooled on the past, present, and future of XBRL—plus, what it means for reporting professionals, who uses that data, and how it’s pronounced (hint: it’s not “ex-err-bull”).
2020-06-0333 minOff the BooksTransatlantic Panic: The State of Finance Today in the EUWe check in with our European correspondent Conor O’Kelly for a look at what’s been happening in the world of accounting and finance overseas. Put a kettle of tea on and tune in!
2020-05-2726 min
Off the BooksThe (Mario) Party’s Over: Nintendo’s Data BreachRecently, an old third-party vendor of Nintendo was hacked, leaking valuable source data. Drew, Ernest, and Andy tune into the situation, and decode what that means to risk pros and technology fans. Warning: things get real nerdy, real quick.
2020-05-2028 minOff the BooksHitting the Books with Prof. Bill Dilla: Part TwoIt’s part two of our conversation with Professor Bill Dilla of Iowa State University! We’re talking about the future of accounting education, what those in the industry can learn from students, and more.
2020-05-1324 minOff the BooksHitting the Books with Prof. Bill Dilla: Part OneGrab your Trapper Keeper, we’re headed back to school! Professor Bill Dilla of Iowa State University gets us up to speed on the world of accounting higher education.
2020-05-0623 min
Off the BooksEerie Accountancy: The Whistling WeaknessThis episode’s on a different wave. Listen to a spooky tale based around a real-life accounting horror story shared by listeners.
2020-04-2911 minOff the BooksThe CECL, CARES, and Coronavirus ConundrumThe recent CARES Act includes provisions that delay the implementation of CECL. Yep, now the government’s involved with accounting standards. We dig in and find out what that means.
2020-04-1531 minOff the BooksAn SEC PCAOB? OMG!So the 2021 federal budget came out, and it calls for folding the PCAOB into the SEC. Say what? Join host Drew Deubner as he tries to make heads or tails of that, and asks risk and finance experts if this could ever really see the light of day.
2020-04-0828 minOff the BooksWhat to do when your coworkers are catsIn this episode Steve Soter, Camille Rudy, and Ernest Anunciacion discuss what a global pandemic means for accounting, finance, and audit. Drew herds the resident cats and gets his head around what it all means.
2020-04-0130 min