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
MBAExpress: Basics of Business Law- V 2.0 09/21/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Business Process Improvement- V 2.0 09/22/2020 Business Learning Institute Webcast Replay 1 Register Now
AICPA – Durham – MBAexpress: Powerful Presentation Skills – V 2.0 10/01/2020 Business Learning Institute Live Webcast 1.0 --
MBAexpress: Presenting Financial Information- V 2.0 10/01/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Listening for Leaders- V 2.0 10/05/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAExpress: Essence of Entrepreneurship- V 2.0 10/06/2020 Business Learning Institute Webcast Replay 1 Register Now
AICPA – Durham – MBAexpress: Powerful Presentation Skills – V 2.0 10/07/2020 Business Learning Institute Live Webcast -- --
Helping Up Mission – MBAexpress: Teamwork & High Performance Teams 10/08/2020 Business Learning Institute Live Webcast 2.0 --
Massachusetts Society of CPAs – How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants 10/09/2020 Business Learning Institute Live Webcast 4.0 --
North Carolina Association of CPAs (NCACPA) – Financial Storytelling 10/19/2020 Business Learning Institute In-Person 4.0 Register Now
North Carolina Association of CPAs (NCACPA) – Improv is No Joke 10/20/2020 Business Learning Institute In-Person 4.0 Register Now
CPAFMA – DC/Baltimore Joint Conference 10/23/2020 Business Learning Institute In-Person -- --
Massachusetts Society of CPA’s – The Eight Hour MBA – Key Concepts of Adding Value 10/26/2020 Business Learning Institute In-Person + Simulcast -- Register Now
MBAexpress: Good Governance – V 2.0 11/02/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Effective Change Management- V 2.0 11/02/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Balanced Scorecard – V 2.0 11/04/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Excellent Customer Service 11/05/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Latest in Leadership- V 2.0 11/09/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Leading Up – Partner with your Boss – V 2.0 11/10/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Better Budgeting and Forecasting 11/13/2020 Business Learning Institute Webcast Replay 1 Register Now
Massachusetts Society of CPA’s – Value of Collaboration – The Art of Relationship Management – MSCPA Leadership Series 11/17/2020 Business Learning Institute In-Person + Simulcast -- Register Now
MBAexpress: Project Management- V 2.0 11/18/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Nuances of Negotiating- V 2.0 11/18/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAepress: Communicating for Connections with Coworkers, Clients, and Customers — V 2.0 11/23/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Smarter Decision Making – V 2.0 12/03/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAExpress: Emotional Intelligence- V 2.0 12/08/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Better Budgeting and Forecasting 12/10/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: The Art of Effective Writing- V 2.0 12/11/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Preventing and Detecting Fraud 12/11/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Listening for Leaders- V 2.0 12/14/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Leading Up – Partner with your Boss – V 2.0 12/15/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAExpress: Basics of Business Law- V 2.0 12/21/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Building a Stronger Professional Network- V 2.0 12/23/2020 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Good Governance – V 2.0 01/05/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Balanced Scorecard – V 2.0 01/06/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Leading Up – Partner with your Boss – V 2.0 01/07/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAExpress: Business Process Improvement- V 2.0 01/12/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Excellent Customer Service 01/13/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Presenting Financial Information- V 2.0 01/14/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Project Management- V 2.0 01/15/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAepress: Communicating for Connections with Coworkers, Clients, and Customers — V 2.0 01/25/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAExpress: Essence of Entrepreneurship- V 2.0 01/26/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Smarter Decision Making – V 2.0 02/08/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAExpress: Emotional Intelligence- V 2.0 02/09/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Leading Up – Partner with your Boss – V 2.0 02/12/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAExpress: Basics of Business Law- V 2.0 02/16/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Building a Stronger Professional Network- V 2.0 02/17/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Effective Change Management- V 2.0 02/22/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: The Art of Effective Writing- V 2.0 02/23/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Latest in Leadership- V 2.0 02/23/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Listening for Leaders- V 2.0 02/24/2021 Business Learning Institute Webcast Replay 1 Register Now
MBAexpress: Nuances of Negotiating- V 2.0 02/24/2021 Business Learning Institute Webcast Replay 1 Register Now
USDA-Federal Milk Market Administrators – Leadership Skills to Help You Connect with Handlers and Co-Workers 07/22/2021 Business Learning Institute In-Person + Simulcast 8.0 --

title cpe
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 – 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 Register Now
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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