The Pre-Read

Workiva
The Pre-Read
Último episodio

172 episodios

  • The Pre-Read

    Sustainability in the C-Suite: Strategy over Compliance

    30/03/2026 | 22 min
    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 and ISSB.
    Key moments:
    00:00 Introduction
    02:15 Identifying the narrative reality gap in today's market 
    05:40 Green hushing vs. green quitting: What the data says 
    09:10 Why the controller's office is the new home for sustainability
    12:50 Moving beyond a check-the-box compliance mindset 
    17:45 Using assurance-ready sustainability data to optimize the cost of capital 
    "Companies getting it right treat the disclosure as a byproduct of good decision-making, not an output of something that was ... machine built to produce PDF outcome." —Grant Harrison, VP of Sustainable Finance and ESG at Trellis Group 
    Find past conversations at workiva.com/podcast/the-pre-read
    #Sustainability #CFO #ESG #FinanceStrategy #Workiva
  • The Pre-Read

    The Semi-Annual Trap: Why Less Reporting Might Mean More Work

    16/03/2026 | 33 min
    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 exposure.
    » Decision-Grade Data: Why you can't afford to lose the discipline of a quarterly close.
    The Insight:
    "Never has an investor asked for less information." — Mike Rost,SVP & Chief Strategy Officer, Workiva
    Timestamps: 
00:00 Intro
    02:21 Highlights and Key Risks
    04:23 IR Transparency Tradeoffs
    07:39 Eight-K Takes Center Stage
    10:43 Finance Governance and Data
    13:54 Reg FD and Guidance Pressure
    14:50 Insider Trading and Litigation
    22:15 Final Takeaways and Readiness
    26:06 Europe and UK Real-World Model

    #SEC #CFO #InvestorRelations #Governance #ThePreRead #Workiva
  • 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 Hodess, 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

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Acerca de 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 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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