Episodes
See what Nancy Golembiewski said when she was asked what she would do differently from her first initial public offering.
Published 05/29/24
Published 05/29/24
From filing an S-1 to pricing day, the road to going public is filled with all kinds of tales. Nancy Golembiewski had been through one initial public offering before she joined Duolingo as a controller to help with its IPO. Listen as she takes us back to her very first private-to-public journey.
Published 05/28/24
Steve and Catherine got to ask a former SEC regional director two big questions: Just how much should a CEO know about operations? What’s up with the SEC climate disclosure rule now that it’s stayed? David Peavler of Jones Day shares his perspective and blows their minds! Listen now.
Published 04/25/24
What is the NOCLAR proposal? Why is it controversial? And what are audit committees asking about it? Tune in to hear from Matt Kelly of Radical Compliance, who is back to talk to us about the PCAOB’s NOCLAR audit proposal and what you need to know!
Published 04/18/24
With the SEC preparing to defend its climate disclosure rule in court, Matt Kelly joins OTB to discuss what it means for audit and risk teams. We explore similarities to the SEC’s disclosure requirements for cybersecurity risks, how organizations can determine which climate-related risks are material, and more. Tune in!
Published 04/11/24
It’s time for the OTB crew to take on two serious movies up for our consideration as the best accounting movie of all time, and they’re both documentaries—Enron: The Smartest Guys in the Room and All the Queen’s Horses. Hear what Steve, Catherine, and Mike think of these two films.
Published 04/04/24
After working with global companies, Nick Gerostathos got into the venture capital and private equity game, helping companies on the road to going public. Today he’s the Chief Accounting Officer and Corporate Controller at Talkdesk. Catherine Tsai and Josh Gertsch ask him about challenges facing private companies.
Published 03/28/24
Tom Rams, Charles Silvey, and Waseem Samaan stopped by the Off the Books Studio at Amplify to talk about the state of global audit. The three internal audit leaders shared their thoughts on ESG, curiosity, gen AI, career advice, and so much more. Tune in!
Published 03/21/24
In light of the SEC’s new climate-related disclosure rule, the ESG Talk and Off the Books podcast crews huddled with Jonathan Gregory of The Hershey Co. and Alan Wilson of WilmerHale to make sense of it all. Listen in!
Published 03/15/24
It’s another movie episode! Could Stranger Than Fiction, a quiet, metatextual Will Ferrell indie rom-com actually be the best accounting movie? Will Mike get too defensive about one of his favorite movies? Can a movie about writing a novel capture the life of an IRS auditor? Tune in!
Published 03/07/24
Westwater Resources CFO Steve Cates stops by Off the Books to chat with Steve, Catherine, and Josh on his career path, how the CFO role has changed, and his approach to using technology in accounting and finance roles. Listen in!
Published 02/29/24
SEC cybersecurity rules, CSRD, California climate laws… the list of new regulations is ever-growing. Alan Wilson and several Workiva industry principals are here to talk about the repercussions of new and emerging regulations! Plus, how is generative AI going to affect the worlds of accounting, banking, ESG, audit, and risk?!
Published 02/22/24
A dental hygienist nudged Amy Hafen down the path to becoming a financial controls director. You have to hear this.
Published 02/15/24
Off the Books is back with updates on a few topics our guests tackled before the break! Nicola White of Bloomberg and Nick Mazing of AlphaSense pop in to tell Steve, Catherine, and Mike what’s new with the SEC cybersecurity rule and SEC comment letters on climate-related disclosures.
Published 02/08/24
Matt Kelly of Radical Compliance returns! Catherine and Steve pepper him with questions about defining a material cybersecurity event, whether or not ChatGPT is going to replace us all, new regulations, and more! Tune in.
Published 12/14/23
Arthy 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:
Published 12/07/23
When Greg Lucas plotted his course for becoming a CFO, controller, or finance leader, he thought about it from the perspective of a hiring manager. In this episode, Greg shares six things hiring managers look for when filling accounting and finance roles, and how they helped shape his career.
Published 11/30/23
Nick Mazing of AlphaSense returns to talk about surprise appearances in companies’ earnings calls and disclosures this fall. Diet drugs, for one! Steve and Catherine ask what other trends Nick is seeing. Listen in!
Published 11/16/23
Steve 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.
Published 11/09/23
Mike Nordtvedt of Wilson Sonsini Goodrich & Rosati and friend of the show Josh Gertsch stopped by to answer questions about the state of capital markets and what companies can do as they prepare to go public. Tune in!
Published 11/02/23
Off the Books posted up at Workiva Amplify to interview accounting, finance, ESG, and GRC leaders like you. Hear from Rachael Staab, Tiffany Leiva, Maria Siglin, Jonathan Gregory, Jeffrey Pullen, and Ana Sheikh.
Published 10/26/23
What happens when an audit firm runs into trouble with the PCAOB and SEC over its work with SPACs? Bloomberg reporter Nicola White joins Steve and Catherine to break down how they got in trouble and what’s next. Listen in!
Published 10/19/23
What’s the deal with climate disclosures? Emily Pierce, Associate General Counsel at Persefoni, spent a decade with the Securities and Exchange Commission. So Steve and Catherine wanted to see what she had to say about why climate is making its way into financial reports.
Published 10/12/23
In this jam-packed crossover episode of ESG Talk and Off the Books, Catherine Tsai sits down with Mandi McReynolds and Steve Soter to discuss the hot topics of Workiva Amplify 2023. We also ask attendees about ESG, audit, risk, financial reporting, generative AI, and more! Listen in:
Published 09/26/23