Course Author

Peter Margaritis

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.

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
Cancelled NJCPA: Value of Collaboration 12/16/2019 New Jersey Society of CPAs In-Person 4.0 Register Now
How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants 12/16/2019 Business Learning Institute Webcast 2.0 Register Now
BDO Alliance – Virtual Conference: How CPAs Can Lead in the 4th Industrial Revolution — a #FutureReady CPA Event 12/17/2019 Business Learning Institute Webcast 4 Register Now
PrimeGlobal Virtual Conference: How CPAs Can Lead in the 4th Industrial Revolution — a #FutureReady CPA Event 12/17/2019 Business Learning Institute Virtual Collaborative Learning 4 Register Now
TEST-PrimeGlobal Virtual Conference: How CPAs Can Lead in the 4th Industrial Revolution — a #FutureReady CPA Event (Copy) (Copy) 12/17/2019 Business Learning Institute Virtual Collaborative Learning 4 Register Now
Virtual Conference: How CPAs Can Lead in the 4th Industrial Revolution — a #FutureReady CPA Event 12/17/2019 -- Webcast 4 Register Now
NCACPA FINSTORY (webcast) Financial Storytelling 12/19/2019 North Carolina Association of CPAs In-Person 4.0 Register Now
NCACPA: Improv Is No Joke 12/19/2019 North Carolina Association of CPAs In-Person 4.0 Register Now
NCACPA: How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants 12/27/2019 North Carolina Association of CPAs In-Person 8.0 Register Now
NJCPA: Leadership from a Slightly Different Perspective 01/15/2020 New Jersey Society of CPAs In-Person 4.0 Register Now
NJCPA: MBA Key Concepts of Leadership 01/16/2020 New Jersey Society of CPAs In-Person 4.0 Register Now
How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants 01/21/2020 Business Learning Institute Webcast 2.0 Register Now
MACPA HIEP How to Identify, Explain, and Present Financial Information 03/20/2020 Loyola University Maryland Graduate Ctr Columbia Campus In-Person 8.0 Register Now
MACPA Financial Storytelling 04/17/2020 Loyola University Maryland Graduate Ctr Columbia Campus In-Person 4.0 Register Now
Helping Up Mission – MBA Express – Communication in the Workplace 08/13/2020 Business Learning Institute In-Person 2.0 --
Helping Up Mission – MBAexpress: Teamwork & High Performance Teams 10/08/2020 Business Learning Institute In-Person 1.0 --

title cpe
Financial Storytelling: The Key in Growing Your Organization to the Next Level 4.0 Learn More
How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants 8.0 Learn More
MBAexpress – 30 Module Bundle 30.0 Learn More
MBAexpress: Balanced Scorecard 1.0 Learn More
MBAexpress: Communication in the Workplace 1.0 Learn More
MBAexpress: Creativity & Innovation 1.0 Learn More
MBAexpress: Effective Change Management 1.0 Learn More
MBAexpress: Essence of Entrepreneurship 1.0 Learn More
MBAexpress: Faster Disaster Recovery 1.0 Learn More
MBAexpress: Insightful Financial Analysis 1.0 Learn More
MBAexpress: Key Concepts of Adding Value 6.0 Learn More
MBAexpress: Key Concepts of Business Strategy 6.0 Learn More
MBAexpress: Key Concepts of Leadership Strategy 6.0 Learn More
MBAexpress: Key Concepts of Performance Management 6.0 Learn More
MBAexpress: Key Concepts of Powerful Communication 6.0 Learn More
MBAexpress: Latest in Leadership 1.0 Learn More
MBAexpress: Masterful Marketing 1.0 Learn More
MBAexpress: Networking – Building a Stronger Professional Network 1.0 Learn More
MBAexpress: Nuances of Negotiating 1.0 Learn More
MBAexpress: Powerful Presentation Skills 1.0 Learn More
MBAexpress: Project Management 1.0 Learn More
MBAexpress: Strategy for Success 1.0 Learn More
MBAexpress: Teamwork & High Performance Teams 1.0 Learn More
PODCAST: Building Client Relationships – Edward Mendlowitz 0.5 Learn More
PODCAST: Forward Thinking – Tom Hood 0.5 Learn More
PODCAST: Gratitude Marketing – Mike Sciortino 0.5 Learn More
PODCAST: Leadership and Not-for- Profits – Clark Price 1.0 Learn More
PODCAST: The Next-Gen WiFi – Karl Ahlrichs 1.0 Learn More

 

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