Podcast
Reporting Norms
Hosted by HighIQ.ai · EN
Reporting Norms uncovers the stories, principles & practices shaping accounting, finance & regulation. From the SEC’s creation in the Great Depression to modern challenges like digital assets & ESG, we explore the forces defining financial markets. Topics include reporting basics, governance, IPOs, regulations, industry trends & key business events. Expert guests share insights & takeaways for professionals & enthusiasts. Join us as we decode rules, share stories & spotlight the people & policies driving transparency, trust & innovation in business.
28episodes
Episodes
Newest firstAll episodes
Eric Van Cleve from 8x8: Offshoring and AI in Modern Accounting Practices
Mar 5, 202500:40:30Tap to summarizeIn this episode of Reporting Norms, your host Norm sits down with Eric Van Cleve, the corporate controller of 8x8, a company renowned for its cloud-based communication platforms. With over 20 years of experience in the field of accounting, Eric shares his insights into the integration of AI within financial processes. As they delve into Eric's career journey, they explore his approach to leveraging technology for enhancing efficiency in accounting, from SEC reporting audits to overseeing multibillion-dollar acquisitions. They also discuss the impact of AI on business operations, particularly in areas like ERP systems and data processing, and the importance of training new professionals in this evolving landscape. Additionally, Eric touches on his extensive experience with M&A, offering valuable advice on integrating acquisitions successfully. Whether you're a student or a professional in the field, this episode is packed with expert advice and strategic insights into the world of financial management. Join us as we uncover the transformative role of AI in accounting with Eric Van Cleve.Connect with Eric on LinkedIn: https://www.linkedin.com/in/evancleve/Make sure to listen on Apple + Sporify + or Watch on Youtube today!Visit:www.highiq.aiReporting Norms is sponsored byTaipy.io
Transcribe →Navigating Rapid Growth with Silicon Valley CFO Nancy Boling
Feb 26, 202500:25:55Tap to summarizeIn this insightful episode of Reporting Norms, host Norm Osumi welcomes Nancy Boling, a strategic finance executive with a rich history of scaling systems and teams in software and SaaS companies. Nancy shares her wealth of experience from her tenure at notable organizations like Netscape, SurveyMonkey, and Stanford's High Wire Press. The discussion delves into Nancy's expertise in preparing SEC documents, handling M&A transactions, and transitioning companies through technological advancements like NetSuite implementations. This episode has valuable insights on:- the challenges companies face with new technologies- the importance of data accuracy- how Nancy leverages AI tools to streamline financial operationsNancy also emphasizes the significance of building cross-functional relationships, especially in a post-COVID work environment, while sharing anecdotes about her professional journey and the importance of networking. The episode is a trove of practical advice for finance and accounting professionals looking to navigate today's dynamic business landscape.Make sure to listen on Apple + Sporify + or Watch on Youtube today!Visit:www.highiq.aiReporting Norms is sponsored by Taipy.io
Transcribe →Current Deregulations and Mistakes Of the Past
Feb 19, 202500:16:31Tap to summarizeIn this episode of Reporting Norms, we will be unpacking the recent rollbacks in Consumer Financial Protection Bureau (CFPB) regulations, drawing striking parallels with the deregulation of the late 1990s and early 2000s that contributed to the 2008 financial crisis. Key highlights include:- An analysis of the repeal of critical components of the Glass-Steagall Act by the Gramm-Leach-Bliley Act of 1999- The deregulation introduced by the Commodity Futures Modernization Act of 2000. We examine the motivations and consequences of these past deregulatory measures and contrast them with today's weakening of the CFPB. With emphasizing the importance of robust financial oversight and consumer protections to safeguard against potential economic disasters, cautioning against repeating history's mistakes. This episode offers a compelling exploration of the balance needed between financial innovation and regulatory safeguards to ensure long-term economic stability.Make sure to watch on Youtube today!Visit:www.highiq.aiReporting Norms is sponsored by Taipy.io
Transcribe →Reporting Norms: SEC Priorities & The Corporate Transparency Act
Feb 5, 202500:11:20Tap to summarizeWelcome to this episode of Reporting Norms, where we dive into the latest developments in SEC priorities and the Corporate Transparency Act. In today's episode, Norm unpacks the SEC's 2025 priorities, highlighting key areas such as: self-regulatory organizations AI digital advisory tools Automated trading platforms Anti-money laundering compliance. We also explore the Corporate Transparency Act's journey, legal challenges, and its connection to AML enforcement. Join us as we navigate the intricate interactions of business, government, and law, shedding light on how these elements influence transparency and regulation in financial markets. Stay tuned for an insightful conversation that aims to demystify these complex yet crucial topics. Visit: www.highiq.ai Reporting Norms is sponsored by Taipy.io
Transcribe →Corporate Transparency and Trust: The Legacy of Sarbanes-Oxley on The Reporting Norms
Jan 29, 202500:32:23Tap to summarizeWelcome back to another episode of Reporting Norms, where we dive into the intricacies of financial reporting and corporate governance. In today's episode, we're joined once again by Jay, an expert in systems risk management and finance based in San Jose, California. Together with our host, Norm, who is an authority in financial reporting and digital finance transformation from Nashville, Tennessee, we'll be discussing the far-reaching impacts of the Sarbanes-Oxley Act (SOX). In this enlightening conversation: Jay shares his personal journey from being an accountant in India to becoming a sought-after expert in the United States, all thanks to SOX. We delve into the infamous corporate scandals of Enron and WorldCom that led to the creation of SOX, and how these events reshaped corporate governance and financial accountability. Jay provides compelling real-world examples of SOX in action, from dealing with ransomware attacks to correcting accounting errors, and highlights the critical importance of internal controls and executive accountability. Stay tuned as we break down the provisions of SOX, its criticisms, and its undeniable role in restoring trust in the capital markets. So sit back, relax, and enjoy this deep dive into the world of financial accountability and corporate governance with Norm on Reporting Norms. Visit: www.highiq.aiReporting Norms is sponsored by Taipy.io
Transcribe →Behind Financial Transparency: Norm Osumi and Jay Swaminathan Explore SEC's Major Regulatory Milestones
Jan 22, 202500:25:59Tap to summarizeWelcome to the inaugural episode of Reporting Norms, your go-to podcast for diving deep into the world of financial reporting, governance, and the ever-evolving landscape of business regulations. Today we are thrilled to have Jay, a seasoned expert in systems, risk management, accounting, and finance, as our guest. Jay Swaminathan, the founder of Appra, a leading NetSuite consulting firm, brings invaluable insights into business transformation and shares his intriguing perspectives on the game-changing potential of AI in finance. In this episode, we journey through: the origins and evolution of the Securities and Exchange Commission (SEC), exploring its pivotal role in restoring market trust after the notorious 1929 crash. We'll uncover significant regulatory milestones like the Sarbanes-Oxley Act, Discuss major scandals like Enron and WorldCom, and touch on other key regulations such as Regulation FD and the Foreign Corrupt Practices Act (FCPA). Additionally, Jay shares fascinating real-world experiences and stories of implementing crucial financial controls that underscore the importance of transparency and integrity in today's corporate world. Whether you're a finance professional or simply fascinated by the intricacies of financial governance, this episode promises to enlighten and inspire. So, let's get started on this enlightening journey through the history and impacts of financial regulation. Stay transparent! Visit: www.highiq.ai Sponsored by: www.taipy.io
Transcribe →The Reporting Norms: A New Podcast on Financial Transparency and Game-Changing Insights
Jan 22, 202500:03:09Tap to summarizeWelcome to Reporting Norms, where we uncover the intricate world of accounting, finance, and business transparency. I'm your host, Norm Osumi, a seasoned expert with decades of experience in corporate financial reporting and accounting. With my background in finance transformations, M&A, and business transactions, I've navigated the complexities multinational corporations face and driven strategic leadership. In this episode, we'll delve into the forces shaping our financial world. From the historic legislation that birthed the SEC to contemporary challenges like digital assets, taxes, and ESG disclosures, Reporting Norms offers you thought-provoking conversations with industry leaders and actionable insights for professionals. Join me as we decode the norms shaping financial reporting and accountability, proving that transparency isn’t merely a buzzword—it's about truth and doing what's right. Let's get started!
Transcribe →COMING SOON: Reporting Norms
Jan 3, 202500:01:14Tap to summarizePlease be on the lookout for Episode 1, hosted by Norm Osumi. Visit www.highiq.ai to learn more. Make sure to subscribe to the show.
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