Off the Books

Mar 06 2025 179 ep. 23 mins 4

Off the Books Podcast artwork

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! [email protected]

Business Technology

Copy RSS

Subscribe on Podcast Addict

Keys to Acing an Annual Performance Review

Mar 06 2025 17 mins

Fresh off of annual performance review season, we’re talking about how to ace your next one. We also ask Emily Forrester, Chief People Officer at Workiva, how one-on-one meetings can have a positive influence on the year-end review process. Speaking of 1:1 meetings, we have a template you can use whether you’re a manager or an individual contributor to guide your regular chec

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

Feb 27 2025 20 mins

We debated, we watched. Now we’re ready to name the best accounting movie of all time. Did we get it right? See if Steve and Catherine were able to persuade Mike to give up his distaste for “The Shawshank Redemption” to crown it the victor or if “The Accountant” used its title alone to trounce the competition. Or did a documentary sneak in to take the title? Sound off

Value Creation Under Pressure: Insights from Global Executives

Feb 20 2025 30 mins

The 2025 Executive Benchmark on Integrated Reporting sheds light on why many companies are still moving forward with climate-related disclosures.

Is Sustainability Unsustainable?

Feb 13 2025 16 mins

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

Return to Office: What’s at Stake for Employees and Employers

Feb 06 2025 20 mins

More employees are being asked to return to the office full time—but not everyone loves the idea. Emily Forrester, Chief People Officer at Workiva, shares what factors leaders may weigh as they consider whether they also should adopt a return-to-office mandate.

Hot Views on Hot News in Accounting and Finance

Dec 05 2024 20 mins

To wrap up season 6 of Off the Books, we react to four topics we haven’t discussed yet: recent SEC penalties over cybersecurity disclosures, a penalty for DraftKings over a tweet, questions the PCAOB says audit committees can consider, and EDGAR® Next.

Behind the 1MDB Scandal with Xavier Justo

Nov 21 2024 38 mins

Xavier Justo spent 547 days in jail after providing investigators information about billions of dollars missing from 1MDB, the state investment fund set up by Malaysia’s former prime minister. Hear what he would tell potential whistleblowers!

Off the Presses: Sounding Off After the Election

Nov 14 2024 23 mins

The U.S. election was last week, and things will definitely be changing. We’re digesting the results, and a couple Workiva industry principals join to discuss the possible impacts for accounting, finance, audit, risk, and sustainability professionals. Tune in!

Transforming Internal Audit

Nov 07 2024 27 mins

Internal auditors can be a not-so-secret weapon for strengthening an organization’s ability to create value. We caught up with Ahmed Shawky Mohammed and Matej Drašček at the IIA International Conference, where they talked about purpose-driven function internal audit teams.

The SEC vs the Courts

Oct 31 2024 21 mins

Recently, the courts struck down the SEC’s private fund adviser rule. We turned to former SEC enforcement attorney Ron Geffner for an overview of the rules, the court’s decision, and the potential ripple effects—plus, other challenges facing the SEC and possible changes with a new SEC chair.