Events Search
  Summary & Check Out (0)
Wednesday, August 31, 2022 Live Webcast

Business Skills Virtual Boot Camp: Financial Storytelling: Numbers with Impact (E2208152)

8:45 AM - 10:45 AM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

2.0 CPE Credits in PD

OVERVIEW

One of the easiest ways to help people relate to your financial advice is by telling a story. As humans, we learn best by watching others and finding connections between our own experiences and theirs. In this session, we’ll examine how to help people understand a situation more clearly through hearing about our own personal experience and expertise.

COURSE LEVEL

Basic

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

$89.00 - Member

$129.00 - Nonmember

$0.00 - Pass Holder

Register Today


Note: Online pre-registration will close on August 31 at 8:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

MassCPAs/NJCPA