KPMG Financial Reporting podcast

KPMG LLP (U.S.)
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Apr 7, 2026 • 32min

Exit ready: The portfolio company playbook

In this episode, host Nick Tricarichi is joined by KPMG Partner Nick Burgmeier. Together, they provide a strategic playbook for financial leaders, deconstructing the portfolio company lifecycle and revealing how to make the critical accounting choices that pave the way for a smooth and valuable exit - whether it's an IPO, a strategic sale or a continuation fund.
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Mar 18, 2026 • 41min

How OpenAI is using agents in accounting and finance

Alex Gee, Head of Financial Integrity at OpenAI, builds the finance team of the future and leads AI adoption in accounting. He discusses using autonomous agents to automate repetitive accounting tasks. He covers designing AI-first finance structures, prioritizing projects with hackathons and OKRs, and demos like Codex-driven form-filling and audit-ready Excel tools.
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Feb 25, 2026 • 36min

TSR - Regulation nation: The practical reality of reporting

In this episode of The Sustainability Report, KPMG professionals Louise Santacruz and Bryce Ehrhardt shift the conversation around sustainability regulations from what the rules say to what it takes to put them into practice. They're joined by Savannah Wilson, Senior Manager, ESG Regulatory Reporting at The Estee Lauder Companies, and Kenny Green, Sustainability Controller at Booking Holdings, for a grounded look at how two global organizations are building - and stress testing - their sustainability reporting programs.
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Feb 4, 2026 • 35min

Insurance Insights: NAIC 2025 Fall Meeting Update

KPMG professionals Sean Egan and Olga Roberts provide a technical deep-dive into the pivotal outcomes of the NAIC Fall 2025 Meeting and their immediate implications for the insurance industry. As regulators continue their focus on transparency and solvency, this discussion serves as a critical guide for financial reporting professionals navigating the latest statutory accounting shifts.
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Jan 26, 2026 • 4min

The Bottom Line: TSR - I can see clearly now: EU reporting in the US

Get the key insights on the CSRD and ESRS post-Omnibus changes in just minutes. The Bottom Line is a quick summary for when you need to stay informed on the fly.
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Jan 23, 2026 • 33min

TSR - I can see clearly now: EU reporting in the US

Late 2025 brought long-awaited clarity to the EU regulatory landscape, empowering companies to move forward with confidence. In this episode of The Sustainability Report, we break down the two landmark updates: the EU agreement on amendments to the Corporate Sustainability Reporting Directive (CSRD) and the newly proposed simplified European Sustainability Reporting Standards (ESRS). Tune in as we explore the strategic implications of these changes, including why it's crucial to re-evaluate your CSRD scoping assessment and how to approach the ESRS simplifications. We also discuss CSRD compliance in the broader context of overall sustainability reporting and strategy journeys.
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Dec 10, 2025 • 4min

Bottom Line: The deal is done - now comes SEC reporting

Getting a deal to the finish line is a monumental task. But what few appreciate is that navigating the SEC's post-acquisition reporting rules can be just as complex. The path forward is filled with hidden tripwires that can impact future capital raises and strategic plans. We simplify the disclosure game with former SEC veteran, Melissa Rocha. We break down the essential requirements that every acquirer must face and reveal the secrets to the all-important waiver process - sharing what it truly takes to build a winning argument with the staff. Then, we discuss the often-overlooked traps, including how a future offering can completely change your compliance timeline. The Bottom Line is a quick summary for when you need to stay informed on the fly.
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Dec 9, 2025 • 36min

The deal is done - now comes SEC reporting

Getting a deal to the finish line is a monumental task. But what few appreciate is that navigating the SEC's post-acquisition reporting rules can be just as complex. The path forward is filled with hidden tripwires that can impact future capital raises and strategic plans. We simplify the disclosure game with former SEC veteran, Melissa Rocha. We break down the essential requirements that every acquirer must face and reveal the secrets to the all-important waiver process - sharing what it truly takes to build a winning argument with the staff. Then, we discuss the often-overlooked traps, including how a future offering can completely change your compliance timeline.
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Nov 24, 2025 • 42min

Inside one of the world's most ethical companies

How does a global tech giant with over 350,000 employees build and maintain an award-winning ethical culture? Fresh off being named one of the 'World's Most Ethical Companies' by Ethisphere, two of Cognizant's executives are pulling back the curtain. In this episode, we sit down with John Brennan, Chief Audit Executive, and Marc Levin, Chief Ethics and Compliance Officer, to uncover the secrets behind their success - including how they're navigating the ethical challenges of AI, shifting geopolitical landscapes, and an ever-changing regulatory environment.
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Nov 13, 2025 • 3min

The Bottom Line: Is the M&A market ready for liftoff?

In a world defined by 'compound volatility,' the deal landscape has fundamentally shifted. Buyers are proceeding with more discipline as sellers are proceeding with caution in bringing assets to market. We unpack the latest in terms of deal activity and what it might signal for the year ahead.

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