Course Author

Peter A. Margaritis, CPA, CGMA, MAc

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 ( 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 eventdateformatcpe
GNFP Conference Communicating in the Workplace/HIEP 04/25/19 Group Live 8.0 --
T3Information Systems Keynote - Taking the Numb out of Numbers 05/02/19 Group Live 4.0 --
MARRIOTT: Financial Storytelling: The Key in Growing Your Organization to the Next Level 05/14/19 Group Live 4.0 --
NDCPA: MGT Conf Peter Margaritis Sessions 05/21/19 Group Live 5.0 --
Huber Michaels: Ethics: 50 Shades of Gray 06/03/19 Group Live 4.0 --
Huber MIchaels: Financial Storytelling 06/03/19 Group Live 4.0 --
CLS NJCPA 30 Roles 30 New Roles For Strategic Finance 06/12/19 Group Live 4.0 --
MACPA : Key Concepts of Leadership Strategy 06/18/19 Group Live 4.0 --
MACPA: Leadership from a Slightly Different Perspective 06/18/19 Group Live 4.0 --
USDA MBA (Location TBD) The Eight Hour MBA 06/26/19 Group Live 8.0 --
USDA MBA (Location TBD) The Eight Hour MBA 06/27/19 Group Live 8.0 --
PICPA: How to Identify, Explain, and Present Pertinent Financial Information to Non-accountants 08/21/19 Group Live 8.0 Register Now
PICPA: Financial Storytelling 08/22/19 Group Live 8.0 Register Now
PICPA: MBA: Adding Value: Key Concepts of Adding Value 09/19/19 Group Live 8.0 Register Now
Lowe's MBA (PM) The Eight Hour MBA 09/24/19 Group Live 4.0 --
Lowe's: The Eight Hour MBA 09/24/19 Group Live 4.0 --
Massachusetts Society of CPAs: Business Development Skills for Accountants 09/25/19 Group Live 4.0 Register Now
MASSACHUSETTS SOCIETY: Financial Storytelling 09/26/19 Group Live 4.0 Register Now
NJCPA: Key Concepts of Powerful Communication 10/17/19 Group Live 4.0 --
NJCPA : Financial Storytelling 10/18/19 Group Live 4.0 --

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