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Date / Time / Location

Thursday, October 17, 2019
8:30 AM - 12:00 PM
Registration: 8:00 AM

NJCPA Learning Center
105 Eisenhower Parkway, Suite 300
Roseland, NJ 07068
973-226-4494

CPE Credits

  • 4.00 CPE Credits in MT

Package Pricing

In-Person Registration
  • $189.00 - Member
  • $239.00 - Non Member
Webcast: Attend this seminar virtually
  • $189.00 - Member
  • $239.00 - Non Member

Special PricingLearn more

Course Developer

If you don’t have the time to complete an MBA degree but still want to understand the key concepts, then this course is for you. This course is designed for managers, professionals and business owners who want to develop a broad perspective to deal more effectively in today’s rapidly changing and increasingly complex business environment. Learn the key elements and components of a traditional MBA while looking strategically at an organization from a holistic perspective to improve business planning and decision-making. You will also learn to recognize how different business processes drive results as well as identify the effective use of key performance indicators to motivate, measure, evaluate and improve results.

Designed For

CPAs, corporate finance teams, business leaders and other financial professionals.

Benefits

  • Recognize how to communicate with the different types of personality styles effectively
  • Recognize the value of using charts in financial presentations
  • Demonstrate how to write more effectively with increased clarity and stronger impact
  • Recognize why social media is good for business, how to get started, and what to share
  • Stand in front of an audience, project confidence and knowledge, all the while making a connection and capturing your audience’s imagination to be powerful and persuasive

Highlights

  • Communication in the Workplace – Characteristics, Strengths and Weaknesses of Personality Styles, Connecting with Personality Styles, Audience Demographics
  • Networking – Building a Stronger Professional Network – Types of Networks, Types of Influential People, Building Your Network, Clique versus entrepreneurial networks, Volunteerism
  • Powerful Presentation Skills – Using visualization, Practice is essential, Positive energy, Slide count calculation, A speech versus an experience, Fear of questions, Know your audience, Communication styles, Turn off the adrenaline, The power of a pause
  • Presenting Numbers for Impact – Presentation tips, Providing context with your numbers, Tables and charts, Using visuals, Formatting your information, WIFM
  • Success with Social Media – Forms of Social Media, Business Benefits, Getting Started in Social Media
  • The Art of Effective Writing – Formatting words for readability, Making your point, Active versus passive writing, Choosing words for understandability, Using emoticons and punctuation, Bad writing examples

Course Level

Basic

Prerequisites

None

Advance Preparation

None

Additional Notes

Course materials are distributed electronically. To access the materials visit njcpa.org/MyEvents. Download to your laptop or tablet prior to the seminar, handouts are added as received.
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Peter Margaritis

Peter A. Margaritis, CPA, CGMA, MAc
Business Learning Institute

Peter Margaritis, CPA, is a keynote speaker, communication strategist, and improv virtuoso. Peter is the author of two books, Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and Life and Taking the Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity. Peter works with financial professionals to help adapt their mindset and believes that strong communication skills are the most effective way of delivering technical knowledge and building strong business relationships. The underlying premise in everything Peter does is the power of applied improvisation. He focuses his strategies using two powerful words, YES AND along with the concept of listening to understand. This strategy promotes a better connection with customers and clients leading to higher profits and higher retention of employees. Peter has delivered over 500 keynote speeches and workshops in 38 states in the U.S. and across Canada and the Caribbean. His clients range from Fortune 500 companies to family-owned businesses, national, regional & local public accounting firms, and national and state associations. Peter earned is his Bachelor’s in Business Administration from the University of Kentucky, a Master’s Degree in Accountancy from Case Western Reserve University and he is a licensed, non-practicing, CPA in Ohio. He has worked for companies such as Price Waterhouse, Victoria Secret Catalogue (not as a model), two large banking institutions and has managed restaurants in his day. Don’t be surprised – he is Greek. He was also an assistant professor of accounting and taught in the MBA program at THE Ohio Dominican University in Columbus, OH. Peter is also a blogger, writer, humorist and a podcaster. His podcast, Change Your Mindset can be found on his website, along with iTunes, Stitcher and Google Play. You can visit his website (petermargaritis.com) to watch his videos and read his promotional resources which include a variety of magazine articles, along with his weekly blog.

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