

Off the Books
Workiva
Surfing the uncharted waters of accounting, finance, and wherever else the waves take us. Have a question or an idea for a show? Write us! offthebooks@workiva.com
Episodes
Mentioned books

Jul 30, 2025 • 1min
Introducing The Pre-Read: Where CFOs Get Their Edge
We've been hard at work on our new podcast and wanted to give you a taste! Just like the slides before a big meeting, The Pre-Read gets CFOs and execs ready for what’s next. Each week, hosts Alyssa Zucker and Steve Soter connect the dots between finance, sustainability, audit, and risk — with sharp insights and unfiltered conversations from leaders navigating change at scale. If you’re driving transformation or need to understand the ones who are, this is your prep.
Search for "The Pre-Read" wherever you get your podcasts and subscribe now!

Apr 10, 2025 • 21min
The Final Balance
Join Steve Soter, Catherine Tsai, and Mike Gravagno for the final episode of Off the Books! Reflect on five incredible years of exploring accounting, finance, and risk (and so much more). Dive into the history of the show, laugh (or not!) along with the accounting memes, and celebrate nearly 200 episodes.

Apr 3, 2025 • 19min
Closing the Books: Pausing Enforcement of the Foreign Corrupt Practices Act
In our final episode, Matt Kelly of Radical Compliance helps us make sense of the recent executive order that paused enforcement of the Foreign Corrupt Practices Act. Funny enough, it does not in fact mean you can bribe anyone, Matt warns.
While you couldn’t bribe us to make more episodes of Off the Books, you can definitely check out seven seasons’ worth of past episodes at workiva.com/off-the-books-podcast.
Follow the Workiva channel to catch the next podcast that Off the Books producer Mike Gravagno is cooking up next.

Mar 27, 2025 • 16min
Climate Disclosures: We Ask a Lawyer What the SEC Did
We want to hear from you! Email us at offthebooks@workiva.com

Mar 20, 2025 • 22min
Off the Books vs MoviePass, MovieCrash
Take a look back at the rise, fall, and resurrection of MoviePass as we discuss “MoviePass, MovieCrash.” After we recorded this episode, former MoviePass CEO Ted Farnsworth pleaded guilty to defrauding investors.
Find past conversations at workiva.com/off-the-books-podcast, including our episodes about the best accounting movies.

Mar 13, 2025 • 20min
A Deep Dive into 10-K Filings with Nick Mazing
Executive orders are starting to show up in 10-K filings, says Nick Mazing of AlphaSense. Hear how, as Steve and Catherine also ask Nick about what companies are saying on generative artificial intelligence, tariffs, inflation, and more:
Find past episodes at workiva.com/off-the-books-podcast.
We want to hear from you! Email us at offthebooks@workiva.com with your thoughts and feedback.
For more from our sponsor, Workiva, visit workiva.com.

Mar 6, 2025 • 17min
Keys to Acing an Annual Performance Review
Who sets the agendas in your 1:1 meetings? What do you appreciate about the managers you enjoy meeting with regularly? Please let us know in the comments and if you’d like to tell us about it on the podcast.You can find more conversations of us surfing the uncharted waters of accounting, finance, risk, and wherever else the waves take us at workiva.com/off-the-books-podcast.

Feb 27, 2025 • 20min
The Envelope Please: The Best Accounting Movie Is...
Find past conversations at workiva.com/off-the-books-podcast

Feb 20, 2025 • 31min
Value Creation Under Pressure: Insights from Global Executives
Find more survey insights at workiva.com/benchmark-2025

Feb 13, 2025 • 16min
Is Sustainability Unsustainable?
How is the shifting political landscape affecting environmental, social, and governance issues? Is ESG dead?
Steve and Catherine ask Brandon Buhler, Chief Accounting Officer for Playa Hotels and Resorts, and Esther Toth, Senior Industry Principal at Workiva, about the future of sustainability.
Read some original research on this topic at workiva.com/benchmark-2025


