CPAs are in is the people business first and everything else is a bi-product – tax return, audit, or a financial analysis. The better we serve our clients, the better we help solve their business challenges and the more likely your firm will be successful.
CPAs, accountants and finance teams.
- Illustrate how the seven principles of improvisation will make you a more effective communicator
- Define the term adding value as it relates to your firm and clients
- Illustrate the four pillars of emotional intelligence
- Compare and contrast the concept of managing up, down, in and out
- Demonstrate techniques on how to build a stronger team
- Gaining a better understanding of your audience and adjust to their personality and communication styles
- Learning techniques for becoming a better listener
- Understanding your emotions and the emotions of others will make you a better relationship manager
- Comprehending the concepts of empathy and gratitude when building business relationships
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 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.