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?!

A dental hygienist nudged Amy Hafen down the path to becoming a financial controls director. You have to hear this.

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.

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.

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:

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.

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!

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.

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!

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.