Course Author

Peter Margaritis, CPA, CGMA, CSP

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 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.

Peter lives in Westerville, OH with his wife, 17-year-old son, and two Labrador retrievers. His passion is his family and improvisation, along with a love of humor, and at times he performs both improv and stand-up comedy.

Courses by this instructor

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Original content by this course author:

name of event date provider format cpe
NC Webcast – MBAexpress: Better Budgeting and Forecasting – V2.0 08/10/2021 Business Learning Institute Webcast Replay 1.0 --
NC Webcast – MBAExpress: Latest in Leadership 08/11/2021 Business Learning Institute Webcast Replay -- --
NC Webcast – Financial Storytelling: The Key in Growing Your Organization to the Next Level 08/16/2021 Business Learning Institute Webcast Replay 8.0 --
Massachusetts CPA – From Staff to Manager: Activate, Accelerate, and Advance Your Career Part 5 – Building Lasting Connections 09/01/2021 Business Learning Institute Live Webcast 2.0 --
Financial Storytelling: The Key in Growing Your Organization to the Next Level 09/01/2021 Business Learning Institute Webcast Replay 2 Register Now
Wolf & Company – Giving and Receiving the Gift of Feedback 09/28/2021 Business Learning Institute Live Webcast 2.0 --
Georgia CPAs – Lions, and Tigers, and Numbers Oh My! Finance for the Non-Financial Manager 10/14/2021 Business Learning Institute Live Webcast 8.0 --
CPA-FMA DC/Baltimore Joint Meeting 10/29/2021 Business Learning Institute In-Person -- --
How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants 11/02/2021 Business Learning Institute Webcast Replay 2 Register Now
Financial Storytelling: The Key in Growing Your Organization to the Next Level 12/01/2021 Business Learning Institute Webcast Replay 2 Register Now
Wolf & Company – Giving and Receiving the Gift of Feedback 12/02/2021 Business Learning Institute Live Webcast 2.0 --
Massachusetts CPA – Becoming a Trusted Advisor 12/07/2021 Business Learning Institute Live Webcast -- --
Wolf & Company – Giving and Receiving the Gift of Feedback 01/06/2022 Business Learning Institute Live Webcast 2.0 --
How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants 01/06/2022 Business Learning Institute Webcast Replay 2 Register Now
Wolf & Company – Giving and Receiving the Gift of Feedback 01/12/2022 -- Live Webcast 2.0 --

title cpe
CPA Canada – MBAexpress: Key Concepts of Leadership Strategy – V 2.0 | BUNDLE (6 COURSES) 6.0 Register Now
CPA Canada – MBAexpress: Key Concepts of Powerful Communication – V 2.0 | BUNDLE (6 COURSES) 6.0 Register Now
CPA Canada: MBAEXPRESS COMPLETE PACKAGE V 2.0 | (30 COURSES) 30 Register Now
Financial Storytelling: The Key in Growing Your Organization to the Next Level 2.0 Register Now
How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants 2.0 Register Now
MBAEXPRESS COMPLETE PACKAGE V 2.0 | 30 COURSES) 30 Register Now
MBAexpress: Insightful Financial Analysis – V 2.0 1.0 Register Now
MBAexpress: Key Concepts of Adding Value | BUNDLE (6 COURSES) 6.0 Register Now
MBAexpress: Key Concepts of Business Strategy | BUNDLE (6 COURSES) 6.0 Register Now
MBAexpress: Key Concepts of Leadership Strategy – V 2.0 | BUNDLE (6 COURSES) 6.0 Register Now
MBAexpress: Key Concepts of Powerful Communication – V 2.0 | BUNDLE (6 COURSES) 6.0 Register Now
MBAexpress: Balanced Scorecard – V 2.0 1.0 Register Now
MBAexpress: Basics of Business Law – V 2.0 1.0 Register Now
MBAexpress: Better Budgeting and Forecasting – V 2.0 1.0 Register Now
MBAexpress: Building a Stronger Professional Network – V 2.0 1.0 Register Now
MBAexpress: Business Benefits of Sustainability – V 2.0 1.0 Register Now
MBAexpress: Business Process Improvement – V 2.0 1.0 Register Now
MBAexpress: Communicating for Connections with Coworkers, Clients, and Customers – V 2.0 1.0 Register Now
MBAexpress: Creativity and Innovation – V 2.0 1.0 Register Now
MBAexpress: Effective Change Management – V 2.0 1.0 Register Now
MBAexpress: Emotional Intelligence – V 2.0 1.0 Register Now
MBAexpress: Essence of Entrepreneurship – V 2.0 1.0 Register Now
MBAexpress: Excellent Customer Service – V 2.0 1.0 Register Now
MBAexpress: Faster Disaster Recovery 1.0 Register Now
MBAexpress: Faster Disaster Recovery – V 2.0 1.0 Register Now
MBAexpress: Good Governance – V 2.0 1.0 --
MBAexpress: International Business – V 2.0 1.0 Register Now
MBAexpress: Latest in Leadership – V 2.0 1.0 Register Now
MBAexpress: Leading Up: Partnering With Your Boss – V 2.0 1.0 Register Now
MBAexpress: Listening for Leaders – V 2.0 1.0 Register Now
MBAexpress: Masterful Marketing – V 2.0 1.0 Register Now
MBAexpress: Nuances of Negotiating – V 2.0 1.0 --
MBAexpress: Powerful Presentation Skills – V 2.0 1.0 Register Now
MBAexpress: Presenting Financial Information – V 2.0 1.0 --
MBAexpress: Preventing and Detecting Fraud – V 2.0 1.0 Register Now
MBAexpress: Project Management – V 2.0 1.0 Register Now
MBAexpress: Risk Management – V 2.0 1.0 Register Now
MBAexpress: Smarter Decision Making – V 2.0 1.0 Register Now
MBAexpress: Strategy for Success – V 2.0 1.0 Register Now
MBAexpress: Teamwork and High-Performance Teams – V 2.0 1.0 Register Now
MBAexpress: The Art of Effective Writing – V 2.0 1.0 --
Podcast Episode 1: Clarke Price, FASAE, CAE – Leadership and Not-For-Profits 1.0 Register Now
Podcast Episode 5: Karl Ahlrichs- The Next-Gen Wi-Fi 1.0 Register Now

 

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