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Friday, October 18, 2019 Live / Webcast

MBAexpress Financial Storytelling: The Key in Growing Your Organization to the Next Level (E1910272)

8:30 AM - 12:00 PM EDT

Registration: 8:00 AM EDT

NJCPA Learning Center

105 Eisenhower Parkway, Suite 300
Roseland , NJ 07068

4 CPE Credits in MT
Event has been Cancelled

OVERVIEW

Are you responsible for presenting financial information to your organization? If you’re a CEO, CFO, financial analyst or a manager needing to communicate financial information in an impactful way, this workshop will give you the necessary tools to tell more effective stories with your financial data.

DESIGNED FOR

CPAs, Managers to Managing Partners and CFOs wanting to enhance their skills and abilities to explain financial information to associates and clients.

BENEFITS

  • Summarize the historical financial information to be delivered
  • Translate accounting/financial language into plain English through similar and understandable context
  • Recognize the value of using charts and pictures in your in financial presentations
  • Design your PowerPoint presentation to let the audience see only what you want them to see at that moment
  • Demonstrate and explain why storytelling is an effective method of getting your recommendations and next-steps across to your audience

HIGHLIGHTS

  • Communicating financial information in an impactful way
  • Telling more effective stories with your financial data
  • Connecting with your audience through real world examples
  • Interpreting and presenting complex financial information through storytelling skills
  • Unlocking the powerful story hidden within the numbers

COURSE LEVEL

Intermediate

PREREQUISITES

Prior public speaking experience or the course "Get Out of the Casket and Up to the Podium".

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.
Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

INSTRUCTOR

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.

PRICING

In-Person Registration

    $189.00 - Member

    $239.00 - Nonmember

Webcast: Attend this seminar virtually

    $189.00 - Member

    $239.00 - Nonmember

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Business Learning Institute