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PODCAST

The Pre-Read

Just like the slides you get before a big meeting, The Pre-Read prepares CFOs and senior leaders for the decisions ahead. This is the global podcast for the modern office of the CFO, focused on how finance leaders drive performance, resilience, and long-term value in a constantly shifting environment. Designed for executives operating at scale, the show features candid conversations with CFOs, board advisors, regulators, and business leaders shaping how companies compete, comply, and grow. Hosts

business business news

All Episodes

25:34

Nostalgia on Trial: What the Blockbuster Trademark...

The Pre-Read ·

2026/04/13

A visit to Blockbuster Video used to be the ultimate Friday night trip, but today, that blue and yellow ticket is a legal battleground for intangible assets. In this episode of The Pre-Read, we unearth the true drivers of company valuation, from nostalgic trademarks to proprietary AI. "The question isn't whether Blockbuster was famous. It's whether it's famous enough now for trademark law to care in the same way." —Ivan Moreno Guest spotlight: Ivan Moreno, senior reporter at Law360®, breaks down

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22:17

Sustainability in the C-Suite: Strategy over Compliance

The Pre-Read ·

2026/03/30

Don't let the political noise fool you: Green hushing is real, but green quitting is a myth. In this episode, we sit down with Grant Harrison, VP at Trellis Group, to bridge the narrative reality gap. We explore how the office of the CFO is taking the lead, shifting sustainability from a values-driven initiative to a finance-led sustainability strategy anchored in financial materiality. Learn how to build a data backbone that delivers assurance-ready sustainability data for global mandates like CSRD

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33:06

The Semi-Annual Trap: Why Less Reporting Might Mean...

The Pre-Read ·

2026/03/16

Is your reporting strategy ready for a six-month silence? #podcast The traditional quarterly cycle is under the microscope. We explore the potential shift to semi-annual reporting and why "less" disclosure often results in more work for finance, legal, and IR. What we cover: » The Capital Gap: Will investors penalize companies that choose to say less? » The 8-K Surge: Why voluntary filings might become the new 10-Q. » The Governance Risk: Navigating longer "dark periods" and insider trading

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21:09

Davos Discussions: The Human Coworker

The Pre-Read ·

2026/03/06

Workforce reimagination is here. In 2026, the office of the CFO is moving from AI as a tool to a coworker. Recorded in Davos, this episode digs into the human side of transformation. We sit down with global leaders to unpack why the human in the loop is being rewritten and why change management has become a core executive capability. Mandi McReynolds talks with Costi Perricos, Global GenAI Business Leader at Deloitte, Dennis Woodside, CEO of Freshworks, and Dr. Márcia Balisciano, Board Member

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11:43

Davos Discussions: What is the ROI Heresy?

The Pre-Read ·

2026/03/04

Traditional finance models are hitting a wall. This episode highlights a panel at Davos that gets straight to the engine room of the enterprise. Jatin Dalal, Chief Financial Officer, Cognizant; Mike Rost, Chief Strategy Officer, Workiva; Jonathan Zanger, Chief Technology Officer, Check Point; and Jennifer Steinmann, Global Sustainability Business Leader, Deloitte gathered to talk about: The ROI heresy: Why waiting for a fixed ROI is like using an obsolete map for a moving target The 3x

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23:31

Davos Discussions: Leaders vs. The Certainty Gap

The Pre-Read ·

2026/03/02

Misinformation, amplified by AI, has climbed to the top of the global risk landscape. What does that mean for the office of the CFO? We kick off a Davos miniseries with Workiva CSO Mandi McReynolds, bringing perspectives straight from the World Economic Forum in Davos. Mandi sits down with Ami Badani, CMO of Arm, Rob Fisher, Global Head of Advisory at KPMG, and Robin Hodes, CEO of Global Reporting Initiative, to break down brand risk, workforce pressure, and why transparent, trusted data is now a

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22:18

The Translator: Bridging the Gap Between Finance and...

The Pre-Read ·

2026/02/19

Is your organization ready for the SOX journey of sustainability data? In this episode of The Pre-Read, we sit down with Lori Defnet, ESG Controller at The Hershey Company, to define the core remit of this emerging role. While traditional controllers guard the known, ESG controllers manage ambiguity. Lori shares how she navigates moving targets in the regulatory landscape and why curiosity and adaptability are the most critical skills for the next generation of finance leaders. Key moments:

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26:07

Decision-Grade Data: Turning Sustainability Silos...

The Pre-Read ·

2026/02/09

How do leaders turn messy data into something they can trust? Global C-suite executive Amina Razvi joins us to explain why decision-grade data is the foundation of modern CFO risk management. She breaks down how integrating financial and non-financial data changes how companies manage volatility, price risk, and build long-term resilience. In this conversation, we cover: Why waiting for perfect data is a risk in itself How sustainability data quality drives innovation, not just compliance What CFOs

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21:46

When Congress Rewrites the Rules for FPIs

The Pre-Read ·

2026/01/26

Is your team ready for foreign private issuer (FPI) Section 16 reporting? Congress recently passed the Holding Foreign Insiders Accountable Act, which fundamentally changes how international insiders must disclose their trades. Alan Wilson and Chelsea Hall join the conversation to break down these new FPI director and officer reporting obligations and why the SEC has a tight deadline of March 18 to implement the rules. We discuss the sudden loss of exemptions, the need for individual EDGAR® codes,

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21:20

Stability, Agility, and Clarity: What 2026 Will...

The Pre-Read ·

2026/01/12

https://www.workiva.com/What does leadership look like when volatility becomes the norm? Workiva CEO Julie Iskow joins Steve Soder and Alyssa Zucker to unpack what 2025 taught executives and how to prepare for 2026. This conversation goes beyond headlines to explore how leaders can stay grounded while moving faster, make data a strategic asset, and meet rising board expectations with confidence. In this episode: Redefining resilience: Why stability and agility must coexist Data integrity as

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01:30

The Pre-Read Takes a Break: See You in 2026

The Pre-Read ·

2025/12/22

Steve and Alyssa are taking a well-earned break, but the challenges facing the office of the CFO are not slowing down. In this short episode, producer Mike Gravagno looks back on a year where AI moved from pilot programs to expectation and sustainability became more than a side conversation. Looking ahead to 2026, The Pre-Read will return with sharper conversations on data trust, AI governance, reporting rigor, and how leading teams turn systems into true productivity multipliers. Subscribe now and

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18:36

Efficiency vs. Risk: The Semiannual Reporting Debate...

The Pre-Read ·

2025/12/15

Semiannual Reporting: Will doing "less" actually create more work? Finance and accounting leaders are split on whether moving from quarterly to semiannual SEC reporting will simplify processes or compound risk. In this episode, industry expert Tom Schneiders joins to unpack what a reduced cadence would really mean for teams, investors, and market stability. We cover: The hidden risk of doubling the data window—from three months to six Why most finance teams aren't asking to report less frequently

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20:06

Total Organizational Intelligence: Why AI and...

The Pre-Read ·

2025/12/08

Jacob Andra, CEO of Talbot West, joins to discuss the urgent imperative for companies to move beyond siloed, ad hoc growth and embrace an integrated, tech-forward future. What you will learn in this episode: Why "total organizational intelligence" is a survival imperative for the modern enterprise How orchestrating your data across the organization is a huge unlock for immediate revenue opportunities The most common and foundational AI use case: standardized knowledge management powered by large

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20:29

What Leaders Really Think About Quarterly vs....

The Pre-Read ·

2025/12/01

Could U.S. public companies shift from quarterly to semiannual reporting? Jonathan Johnson, former chairman and CEO of Overstock and current member of various boards, joins the show to unpack one of the most debated proposals to SEC reporting. They explore whether fewer formal filings would help management teams stay focused on long-term enterprise value instead of reacting to quarterly earnings swings. In this episode: • How a semiannual cadence could affect a company's time horizon • Whether

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25:05

How the Texas Stock Exchange is Changing Capital Markets

The Pre-Read ·

2025/11/24

The Texas Stock Exchange (TXSE) is challenging long-held assumptions about what it means to go public in the U.S. Jeff Karcher joins The Pre-Read to share how the TXSE is rethinking the public company experience—reducing friction, lowering reporting and legal costs, and creating an environment where management can focus on running the business, not navigating lawsuits. In this episode, we explore: • How Texas' corporate growth sparked the idea for a new national exchange • Why the TXSE focuses on

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27:34

How CFOs Are Shaping the Sustainability Agenda

The Pre-Read ·

2025/11/17

Financial data has its challenges—but non-financial data is a different scale of complexity. It cuts vertically up and down the value chain, and now requires the same level of confidence as financials, with board sign-off and external assurance becoming the norm. In this episode of The Pre-Read, we break down how finance and sustainability leaders are aligning around programs like sustainability-linked bonds, why a long-term mindset matters, and how AI is helping organizations make sense of

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31:29

The CSO Role Is Evolving: A Strategic Partner to the CFO

The Pre-Read ·

2025/11/10

The chief sustainability officer (CSO) is moving from a siloed function to a strategic, finance-aligned partner. In this episode of The Pre-Read, Workiva Chief Sustainability Officer Mandi McReynolds sits down with Serena Oppenheim, co-founder of Fin-Erth, to discuss the need for a tighter integration between the CFO and the CSO, framing sustainability as enterprise risk management. Serena Oppenheim explains why genuine community, not transactional networking, is the key to tackling big business

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14:33

Evolving the Go-to-Market: An Executive's Guide to...

The Pre-Read ·

2025/11/03

AI has completely changed the rules of marketing, and finance can't afford to play catch-up. Workiva's VP of Revenue Marketing, Joel Capperella, joins Steve Soter to unpack how AI is reshaping data, trust, and decision-making across the business. As progression analysis evolves and web traffic declines, traditional forecasting and investment models are losing their edge. This episode breaks down what modern finance and marketing leaders must do to keep pace. You'll learn: Why the old CFO-CMO

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33:15

Why AI Needs Humans

The Pre-Read ·

2025/10/27

AI is revolutionizing finance, but the hardest part isn't coding or controls—it's fear. In this episode of The Pre-Read, recorded live at Amplify 2025 in Washington, D.C., finance and accounting leaders share unfiltered takes on how AI is changing the way teams think, work, and lead. You'll learn: Why fear of losing data lineage and control slows AI adoption How AI is driving teams to strengthen data processes—even before they deploy it Why emotional resilience and communication are essential for

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27:19

Getting AI Right: Ensuring Success and Avoiding Brain...

The Pre-Read ·

2025/10/20

AI isn’t perfect and sometimes it makes us worse at our jobs. Jen Stave of the Digital, Data, and Design Institute at Harvard joins The Pre-Read to explore why even top experts can become less effective with AI, what “cognitive offloading” really means, and why the future of AI success depends on human culture, not just code. Watch to learn: How the “jagged frontier” changes AI’s reliability Why some workers thrive with AI while others falter The hidden risks of treating AI like a teammate What

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174 results

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