Just like the slides you get before a big meeting, The Pre-Read gets CFOs and other decision-makers ready for what’s next. This is the global podcast built for the modern office of the CFO, where finance, sustainability, audit, and risk come together. Designed for financial leaders navigating transformation at scale, the show features sharp, unfiltered conversations with insiders at the forefront of business, regulation, and enterprise strategy. Each week, hosts Alyssa Zucker and Steve Soter ...
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Workiva Podcasts
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]
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Conversations with Women in Sales is a top podcast hosted by Lori Richardson. Every episode features a woman in sales who is doing incredible work, or an interview with a male ally, or conversation on a related topic. For the past 100+ episodes, guests share practical advice for advancing one's sales career. The podcast is dedicated to the memory of Barbara Giamanco, who founded CWWIS in 2018. Each episode features topics like: leadership, career management, dealing with imposter syndrome, o ...
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Accounting Matters lives up to its title, covering vital accounting topics that actually matter to professionals in the accounting trenches. We start with a new topic and definition every episode, then highlight and discuss the key areas, from evaluation to reporting. Accounting Matters is hosted by public accounting veterans Adam Olsen & Nicole Harger from advisory firm Embark. LinkedIn - https://hubs.ly/H0XgZnG0 Instagram - https://hubs.ly/H0XgYNZ0 Twitter - https://hubs.ly/H0Xg-dz0 Facebo ...
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Welcome, interstellar travelers, to the Hitchhiker’s Guide to the GRC Technology Galaxy, your improbable companion through the expanding universe of governance, risk, and compliance. In a cosmos where regulations multiply faster than Tribbles, cyber incidents drop like falling whales, and third parties sprout surprises with Vogon-level timing, this podcast is your towel, your Babel Fish, and your improbability drive rolled into one. Each episode, Michael Rasmussen and guests explore the cons ...
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Podcast by Financial Executives International
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The Interconnectedness of All Things: Workiva in the GRC Galaxy
31:05
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31:05In 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, …
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So Long, and Thanks for All the Risk: Renee Murphy in the GRC Galaxy
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38:22In this episode of The Hitchhiker’s Guide to the GRC Technology Galaxy, Michael Rasmussen sits down with Renee Murphy, analyst, advisor, and master storyteller, to look back at the origins of the term “GRC” and trace how the technology space has evolved since its early days. Together they reflect on their parallel paths as analysts shaping the fiel…
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Beyond Compliance: Building Businesses on Voluntary Sustainability Efforts
32:39
32:39
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32:39Sustainability isn’t a silo anymore—it’s shaping strategy across the balance sheet. In this episode of The Pre-Read, two CEOs share how they’re modernizing corporate approaches to climate challenges. Natalia Dorfman, CEO of Kita, explains how carbon insurance de-risks voluntary markets and drives capital into climate projects. Then, Orianna Bretsch…
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The Great Resignation at the Top: What’s Behind Record CEO Turnover?
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33:15Record 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 …
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Regulation at the Speed of AI: Corlytics in the GRC Galaxy
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18:11In this episode of The Hitchhiker’s Guide to the GRC Technology Galaxy, Michael Rasmussen navigates with Corlytics through the ever-expanding cosmos of regulatory change. With 30 million pages of regulatory text published each year, Corlytics combines the precision of AI with the insight of top-tier subject matter experts and data scientists to mak…
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How to Win at AI: A Blueprint of People, Process, and Vision
23:49
23:49
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23:4988% 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…
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Life, the Universe, and Objectives: Corporater in the GRC Galaxy
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22:24In this episode of The Hitchhiker’s Guide to the GRC Technology Galaxy, Michael Rasmussen explores with Corporater why risk cannot exist in isolation from objectives and performance, despite how many organizations and technology providers treat it. Drawing on ISO 31000’s definition of risk as “the effect of uncertainty on objectives,” the conversat…
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210: New Book, Women and Power, Dr. Jane Sojka, Sales Professor, U of Cincinnati
21:56
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21:56It is an amazing new book: "Women and Power: Your Guidebook to Risk, Resilience, and Confidence" by U of Cincinnati sales and marketing professor Dr. Jane Sojka released in August, 2025. It's all about ways women can rise within a B2B sales career - and it happens to be good for men, too - and really anyone who wants to be more successful with thei…
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Don’t Panic, It’s Configurable: CoreStream in the GRC Galaxy
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16:53Strap in, interstellar travelers, our first stop in the GRC Technology Galaxy is with CoreStream, a platform that proves configurability doesn’t have to feel like Vogon poetry. Michael Rasmussen chats with the CoreStream crew about how they’ve built a system that adapts to you, delivering value faster than a hyperspace jump. From rapid implementati…
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Integrating AI and Sustainability: A New Leadership Imperative
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21:13Leaders in charge of projects around artificial intelligence and sustainability don’t need to manage those two trends in parallel, says Professor Michael Wade of IMD. In fact, strategies for the two are bound to intersect. The Pre-Read hosts Steve Soter and Alyssa Zucker dig into AI, sustainability, and how leaders can harness the transformative po…
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209: Forget Stereotypes about Sales and Consider the Career: Kelley Hippler, Chief Revenue Officer, Briefly
29:06
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29:06Kelley and I had a great conversation about her sales career - some of the highlights below: As a seasoned Chief Revenue Officer with over 20 years of global commercial leadership experience, Kelley specializes in driving sustainable revenue growth and transforming sales organizations. She is a strategic, data-driven, people-first leader committed …
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The Scrutiny Spiral: PCAOB in the Crosshairs
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22:31The 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 …
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Surfing the Waves of Uncertainty: Summer 2025 Market Outlook
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33:05The 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 fea…
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AI: The Shiny Object You Can't Ignore (Because Your Board, Investors, and Attorneys Aren't!)
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34:53AI 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 w…
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Navigating Collaboration Arrangements — Accounting Under ASC 808 & 606
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35:00Collaboration arrangements are becoming more common across industries, from biotech partnerships to platform-sharing in tech. But when it comes to accounting, things get complicated fast. In this episode of Accounting Matters, Nicole Harger and Adam Olsen explore how to navigate ASC 808 and ASC 606. They cover: What qualifies as a collaborative arr…
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208: Selling, Leading and Inspiring in the Partner Channel, Jen Waltz, Founder, Imajenative
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23:40I had such a wonderful conversation with Channel Sales Leader and Mentor Jen Waltz. As Chief Information Security Officer of Imagenative, Jen is: FOUNDER and CISO. Empowering Your Business to Scale, Secure and Succeed. She helps with: Cybersecurity and Emerging Technologies: Help partners build, deliver, and manage cutting-edge cybersecurity soluti…
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Introducing The Pre-Read: Where CFOs Get Their Edge
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1:14We'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…
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Introducing The Pre-Read: Where CFOs Get Their Edge
1:15
1:15
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1:15Just 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 un…
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207: Put Yourself Out There and Learn AI, Ashley Wilson, Co-Founder, Momentum AI
26:27
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26:27Listen to Ashley Wilson, Co-Founder of Momentum and the great conversation that happened. We talked about her career journey from sales and marketing to co-founder status. We also talked about the adoption of AI and how things are changing. For years, in sales we had trouble with the data that lives in conversations on sales calls and in written fo…
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206: Despite Family Expectations She Became a Sales Leader, now Immersed in AI, Nhungly Dang, PipeVisionIQ
26:54
26:54
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26:54Nhungly Dang and I had a great conversation around what four careers her parents expected her to do, and how she found her way into business and ultimately leading SDR and BDR teams to great success. Now she leads PipeVisionIQ as a consultant after more than 12 years building front line sales teams. Nhungly has developed SDR workflows that are data…
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205: From Events to Leading Customer Success to VP Growth, Laura Lakhwara, Soapbox
25:46
25:46
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25:46Laura Lakhwara leads GTM teams and customers in transformative strategies that empower businesses to streamline operations and scale efficiently with AI, automation, robotics, and data-driven insights. She has an incredible background from working at IBM, a first-ever partnership with IBM and Apple, and other companies like UI Path and Softbank Rob…
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Accounting for Innovation — R&D Costs Explained
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33:07Join hosts Nicole Harger and Adam Olsen as they explore the intricacies of accounting for R&D costs. This episode covers the current U.S. GAAP treatment, challenges in the life sciences sector, and differences with IFRS. Discover potential changes from FASB and gain insights into how these accounting principles impact financial statements across in…
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204: The Activator Advantage, What Todays Rainmakers Do Differently, Karen Freeman, Co-author
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25:54I had a great conversation with co-author of the new book, "The Activator Advantage"'s Karen Freeman. Here is some information about the book from DCM Insights: There is a growing problem in the professional services industry that is often acknowledged but rarely discussed openly: clients—even long-standing ones for whom firms have delivered unques…
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203: From Construction Engineer to Successful 2x Company Founder, Tracy Young, TigerEye
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18:12Tracy Young has been on our radar for some time, having co-founded PlanGrid (acquired by Autodesk) and now co-founder of TigerEye - a GTM modern analytics platform. As a successful co-founder, Tracy has a natural sales background combined with her engineer background - a powerful combination. On the TigerEye website, the company's core values are: …
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202: Supporting and Leading a Global Team in a We Culture; Erica Ettore, Workiva
25:17
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25:17Erica 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…
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FASB in Focus - Key Projects to Keep on Your Radar
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38:03
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38:03In this episode of "Accounting Matters," hosts Nicole Harger and Adam Olsen explore the FASB's 2025 agenda, highlighting key projects aimed at modernizing financial reporting standards. They discuss the proposed overhaul of software cost accounting, the introduction of a framework for environmental credit programs, and long-awaited guidance on acco…
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201: Pivot and Grow in Your Sales Role, Amber Hayes, Voices
27:21
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27:21Amber Hayes is currently Director of Sales at a Toronto company called Voices, which is the #1 marketplace for voice-over. We had a great conversation about how you need to pivot and embrace change within your company so that it doesn't outgrow you. She started at Voices as a Project Administrator, and listen to the episode to learn more about her …
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Bonus Episode: When Sustainability Meets Financial Reporting
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12:16In this bonus episode of ESG Talk, we throw back to a live recording of our sister show Off the Books. Charley Nelson is an environmental policy major who joined a technical accounting team at Etsy. Charley explains why that actually makes sense and what he’s learned from working with accountants.
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The Global Tariff Tango – Keeping Your Financial Statements in Step
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42:05Join hosts Nicole Harger and Adam Olsen as they explore the complex world of tariffs in this episode of Accounting Matters. Discover how global trade policies and tariffs are reshaping financial statements, supply chains, and pricing strategies. From the hardest-hit industries to strategic mitigation tactics, this episode provides valuable insights…
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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.…
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Closing the Books: Pausing Enforcement of the Foreign Corrupt Practices Act
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19:05In 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 season…
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Your Voice Matters: Shaping the Future of the Podcast
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2:15We'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 a…
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Climate Disclosures: We Ask a Lawyer What the SEC Did
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16:27We want to hear from you! Email us at [email protected] Catherine Tsai, Steve Soter, Alan Wilson
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200: Celebrating Conversations with Women in Sales 200th Episode, Alice Heiman, Sales Energizer and Podcast Host
28:06
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28:06The time has come where we hit 200 episodes and it was a pleasure to have on good friend and "Sales Energizer" Alice Heiman. Alice also hosts a great podcast called Sales Talk for CEOs. We need to keep talking about more women in sales and sales leadership since we still have huge opportunities for more women in sales and sales leadership. Alice an…
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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.…
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199: It is not What You Know but Who You Know, Cynthia Cross, Cox Business, Kansas
23:04
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23:04Cynthia Cross was all set for a career in accounting when she went to college. A wise professor suggested she would not like that major and encouraged her to do something else where she could utilize her social skills and outgoing personality more. Upon graduation she moved to Wichita, Kansas and met a sales manager who encouraged her to get into a…
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The EU Buses in Proposed Changes to Sustainability Reporting
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41:20Join hosts Adam Olsen and Allison Bradshaw as they break down the EU's proposed Omnibus package in this episode of Accounting Matters. They explore the evolving landscape of sustainability reporting, including SEC climate rules, state regulations, and ISSB standards. Discover how these changes impact CSRD obligations, scoping, timing, and assurance…
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Report from UnDavos: How CSOs Can Redefine Corporate Responsibility
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25:02Join Mandi McReynolds and an esteemed panel at UnDavos as they dive into the evolving role of Chief Sustainability Officers post-global elections. Featuring insights from top executives like Dr. Anna Gawlikowska, Co-Founder & CEO @ Swiss AI AG, Rainer Karcher, Founder & CEO of Heartprint GmbH, and Viktoriia Savitska, Chief of Sustainability and Str…
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