The Pre-Read

Workiva
The Pre-Read
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170 episodios

  • The Pre-Read

    Davos Discussions: The Human Coworker

    06/03/2026 | 21 min
    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 Foundation for the UN Global Compact and CSO of RELX, about what they're seeing on the ground as roles evolve from task execution to AI orchestration.
    In this episode:
    04:00 Costi Pericos on agentic collaboration and why HR and AI are converging
    13:10 Dennis Woodside on the execution gap and changing daily work habits
    15:30 Marcia Balisciano on CFO leadership and becoming "chief environmental champions"
    19:00 Conclusion: Why CFOs must architect the agentic future
    "I often say you'll learn without AI first so that one day you can be the human in the loop, coordinating and governing AI."
    — Costi Pericos, Deloitte
    Enjoy this episode? Find more at workiva.com/podcast/the-pre-read
  • The Pre-Read

    Davos Discussions: What is the ROI Heresy?

    04/03/2026 | 11 min
    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 productivity jump: Why a 300% increase is the new starting point for AI 
    Security risks: Understanding white font attacks and AI doppelgangers in HR systems 
    Strategic insights: How predictive analytics and earth observation are changing risk valuation 
    Timestamps:
    00:00—Multiplying traditional productivity by three 
    02:15—The Davos panel: AI promise and peril 
    04:10—Why ROI is an irrelevant measure for AI 
    05:40—Security alerts: The white font attack 
    07:15—The $3.8 trillion insight at stake 
    08:20—The Monday morning mandate 
    "Whatever you thought about traditional productivity multiplied by three at minimum, and that should be a starting point, not the end point." —Jatin Dalal, CFO of Cognizant 
    Find past conversations at workiva.com/podcast/the-pre-read
  • The Pre-Read

    Davos Discussions: Leaders vs. The Certainty Gap

    02/03/2026 | 23 min
    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 leadership mandate.
    In this episode:
    04:00 Defending information certainty and proactive brand protection
    09:30 The "dollar for dollar" rule: Investing equally in tech and people
    18:00 Why reporting is becoming a frontline risk tool
    21:00 Preview: The rise of cybersecurity doppelgangers
    "For every dollar on the tech, you should be spending a dollar on the workforce transformation."
    —Rob Fisher, Global Head of Advisory, KPMG
    Enjoy this episode? Find more at workiva.com/podcast/the-pre-read
    #Davos2026 #GlobalRisk #CFO #AIStrategy #WorkforceTransformation
  • The Pre-Read

    The Translator: Bridging the Gap Between Finance and Sustainability

    19/02/2026 | 22 min
    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:
    02:45—Defining the core remit of an ESG controller 
    05:30—The data challenge: ERP systems vs. supplier surveys 
    08:15—A "crawl, walk, run" approach to limited and reasonable assurance 
    11:40—Stakeholder management: Education and empathy 
    13:50—Will the ESG controller role eventually merge with finance?
    17:15—Curiosity and adaptability in succession planning 
    "I think the role of that ESG controller is that translator to help teach the business and teach the finance organization how to get there." —Lori Defnet 
    Find past conversations at workiva.com/podcast/the-pre-read

    #ESG #Accounting #Sustainability #FinanceTransformation #Workiva
  • The Pre-Read

    Decision-Grade Data: Turning Sustainability Silos into Strategic Assets

    09/02/2026 | 26 min
    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 gain by connecting financial, operational, and supply chain data
    Why working pre-competitively can reduce risk across entire industries
    Enjoying the show? Find past conversations at workiva.com/podcast/the-pre-read
    Subscribe for more insights on leadership, data, and risk.

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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 Alyssa Zucker and Steve Soter connect financial performance, data integrity, regulation, and technology to the real questions CFOs are being asked by boards, investors, and stakeholders. From AI adoption and enterprise data trust to evolving disclosure expectations and global regulatory pressure, The Pre-Read focuses on what matters now and what's coming next. Each episode cuts through noise to surface practical insight, strategic perspective, and the signals CFOs need to lead with clarity. If you're responsible for stewarding capital, managing risk, and creating value over time, you're in the right place.
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