The Great Resignation at the Top: What’s Behind Record CEO Turnover?
Record numbers of CEOs are leaving their posts. But why? This week on The Pre-Read, Tim Paradis of Business Insider weighs in on the forces at play, from burnout to impatient boards and activist investors. We also hear from Workiva Chief People Officer Emily Forrester on why CEO succession must be more than a talent pipeline exercise. One keystone is working closely with the office of the CFO to ensure resilience through leadership transitions that align with long-term value.
--------
33:15
--------
33:15
How to Win at AI: A Blueprint of People, Process, and Vision
88% of finance, accounting, audit, and sustainability professionals in a new survey say they've seen an increase in ROI from using AI in the last year. But there’s a disconnect: only about a third of companies surveyed have the necessary governance, high-quality data, and role-specific training to support it. In this episode of The Pre-Read, we sit down with Workiva Chief Accounting Officer Junko Swain and Chief Information Officer Kim Huffman to discuss the implications of the Workiva 2025 Global Practitioner Survey. We explore why the C-suite is uniquely positioned to set the foundation for a successful and secure AI strategy. Timestamps: 01:00 ROI and the lack of AI governance 04:00 Defining high-quality data 06:30 The role of AI in data quality 08:00 The importance of role-specific training 10:45 The difference between generic and specialized AI tools 12:30 How the C-suite can set the foundation for AI strategy Read more from the survey at workiva.com/PR-BuildingValue
--------
23:49
--------
23:49
Integrating AI and Sustainability: A New Leadership Imperative
Leaders in charge of projects around artificial intelligence and sustainability don’t need to manage those two trends in parallel, says Professor Michael Wade of IMD. In fact, strategies for the two are bound to intersect. The Pre-Read hosts Steve Soter and Alyssa Zucker dig into AI, sustainability, and how leaders can harness the transformative power of one to unlock the game-changing impacts of the other. Keep listening because there is an obstacle to twin transformation that may surprise you. 0:00 Intro 02:33 Meet Professor Michael Wade 03:36 The two mega trends of the decade 04:28 The ties that bind 07:22 The best-positioned sectors to take advantage 08:44 OK, so what are the blockers? 12:21 Transformation is closer than you think 12:23 The playbook Subscribe to catch all our upcoming episodes, including episodes about the latest conversations in all things #accounting #finance #sustainability #audit and #risk.
--------
21:13
--------
21:13
The Scrutiny Spiral: PCAOB in the Crosshairs
The PCAOB is under siege. Critics say it's overreached its mission while supporters argue we've forgotten why it was created: to prevent another Enron or WorldCom. On this episode of The Pre-Read, Workiva Industry Principals Chelsea Hall and Grant Ostler join for a roundtable to discuss what's broken and what's worth saving. We examine the push to dismantle the board and roll its responsibilities into the SEC. We also discuss what executives need to keep in mind, the importance of maintaining investor confidence in financial reporting, and how leveraging technology can streamline compliance and reduce the burden of documentation. 0:00 Introduction 01:40 What's going on with the PCAOB? 03:20 Is this political theater or a real threat? 05:00 Why the PCAOB matters to the C-suite 06:30 The value of audits as a foundation for capital markets 08:00 Where the PCAOB may have missed the mark 10:15 The cost of compliance 13:30 Investor concerns on regulation and efficiency 16:15 How companies can prepare for change 17:30 Finding the balance between regulation and efficiency 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/pre-read-podcast. Subscribe to catch all our upcoming episodes, including episodes about the latest conversations in all things finance, sustainability, audit, and risk.
--------
22:31
--------
22:31
Surfing the Waves of Uncertainty: Summer 2025 Market Outlook
The market is changing, and it’s not just about inflation or interest rates. It’s rewriting valuations, reworking supply chains, and reshaping your disclosures. This episode of The Pre-Read, brought to you by Workiva, explores what happens when market volatility meets materiality, and why CFOs, GCs, and audit chairs are all paying attention. We feature insights from Nick Mazing of AlphaSense and Josh Gertsch, Workiva Industry Principal for Capital Markets, on the unpredictable forces at play. Nick discusses the messy and varied impact of tariffs, noting that the deal-by-deal approach has created an unpredictable environment, even for companies expected to benefit. He also touches on how AI is maturing in corporate disclosures, the return of M&A, and the growing number of companies allocating to Bitcoin. Josh provides a historical perspective on the IPO market, highlighting the biggest boom in over 20 years, followed by some of the worst years ever, and its current upward trend. He explains that despite a large pipeline of companies ready to go public, market volatility—especially with changes over 20%—is preventing deals from being priced. He advises companies to focus on what they can control, such as refining their equity story and ensuring operational readiness, while they wait for stability. Timestamps: 03:00 The messy and explicit nature of tariff disclosures 06:25 The copper example: Who are tariffs really helping? 09:15 Other topics showing up in earnings releases: AI, inflation, and M&A 11:00 Interest rates, inflation, and the new normal 13:50 The return of big M&A deals 15:45 The risk of assessing the impact in SEC filings 18:50 Josh Gertsch’s background and expertise in capital markets 21:30 What happened to the pent-up demand for IPOs 25:30 What needs to happen for the IPO window to open again 30:40 The importance of the equity story and operational readiness #IPOs #CapitalMarkets #Tariffs #M&A #Finance #Workiva #MarketVolatility Subscribe to catch all our upcoming episodes and never miss out on the latest discussions in all things accounting and finance.
Just like the slides you get before a big meeting, The Pre-Read gets CFOs and other decision-makers ready for what’s next. This is the global podcast built for the modern office of the CFO, where finance, sustainability, audit, and risk come together.
Designed for financial leaders navigating transformation at scale, the show features sharp, unfiltered conversations with insiders at the forefront of business, regulation, and enterprise strategy. Each week, hosts Alyssa Zucker and Steve Soter, along with our bench of expert segment reporters, connect the dots between financial performance, regulatory demands, and long-term value creation.
From new disclosure mandates to AI and assurance readiness, The Pre-Read helps you track the forces reshaping business. We cover what matters globally, cross-functionally, and with just enough candor to keep it real. If you’re making decisions at scale, or need to understand the leaders who are, you’re in the right place.