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
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Contact path
Verified email
Booking probability
36%
Guest openness
Selective
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Signup to Generate a PitchSurfing the uncharted waters of accounting, finance, and wherever else the waves take us. Have a question or an idea for a show? Write us!
Off the Books is hosted by Workiva. The show has published 185 episodes to date.
Recent episodes include "Introducing The Pre-Read: Where CFOs Get Their Edge" (30 July 2025, 1 minute), "The Final Balance" (10 April 2025, 21 minutes), and "Closing the Books: Pausing Enforcement of the Foreign Corrupt Practices Act" (3 April 2025, 19 minutes).
Off the Books publishes roughly weekly, with episodes averaging 20 minutes across 185 episodes.
Booking probability for Off the Books is 36%, and the host is rated Selective on guests. Off the Books requires a Pod Score of 80 or higher. Off the Books's contact route on record: verified email.
The strongest fits for Off the Books are Accounting, Tax & Payroll and Investment Banking & Trading. Off the Books has a business audience.
Workiva hosts Off the Books, a business show with 185 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #185
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...
Episode #184
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...
Episode #183
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...
Episode #182
<p>We want to hear from you! Email us at offthebooks@workiva.com </p>
Episode #181
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...
Episode #180
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...
Episode #179
<p>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...
Episode #178
<p>Find past conversations at workiva.com/off-the-books-podcast</p>
Episode #177
<p>Find more survey insights at workiva.com/benchmark-2025</p>
Episode #176
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...
Episode #175
<p>Enjoy 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</p>
Episode #174
<p>To wrap up season 6, we react to four topics we haven’t discussed yet, including a penalty for DraftKings over social media posts.</p><p> </p><p>Check out resources mentioned in this episode:</p><p>Blog post on the...
Episode #173
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...
Episode #172
<p>Joining 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.</p>
Episode #171
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...
Episode #170
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...
Episode #169
<p>Switching 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...
Episode #168
Charley 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...
Episode #167
<p>When Alex Davis followed a former boss to a 7-year-old company, he found it had different data management challenges than the legacy insurer where he once worked.</p>
Episode #166
<p>We 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...
Recent guests on Off the Books. Study who booked and why before you pitch.
Director of Strategic Partnerships and Commercial Development, Champaign County AFL-CIO
"The Spinnerbait Kid", Mavryk Network
Assistant Professor of Management & Operations, McAuliffe Elementary School
Glenn D. Ardis Professor of Accounting, world's largest coaching business
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