CPAFMA – DC/Baltimore Joint Conference: The Value of Collaboration


CPAs are in is the people business first and everything else is a bi-product – tax return, audit, or a financial analysis. The better we serve our clients, the better we help solve their business challenges,and the more likely your firm will be successful.

Effective communication, emotional intelligence awareness, and stronger leadership skills are important aspects that can increase your firm’s transparency. Becoming a better communicator starts with active listening, asking probing questions and parking your agenda. Emotional intelligence is the awareness of yours and others emotions and using this information to guide your thinking and behavior. Becoming a better leader has nothing to do with your title. Effective leadership is the positive effect that you have on another person, no matter what their title.

This course is customized to your firm in order for you to become your clients’ trusted business advisor. The undertone of this course focuses on how to be a better project manager.

Learning Objectives
  • Illustrate how the seven principles of improvisation will make you a more effective communicator
  • Define the term adding value as it relates to your firm and clients
  • Illustrate the four pillars of emotional intelligence
  • Compare and contrast the concept of managing up, down, in and out
  • Demonstrate techniques on how to build a stronger team
Major Topics
  • Gaining a better understanding of your audience and adjust to their personality and communication styles.
  • Learning techniques for becoming a better listener
  • Understanding your emotions and the emotions of others will make you a better relationship manager
  • Comprehending the concepts of empathy and gratitude when building business relationships
Business Learning Institute
Course Level
Professional Area of Focus
T Shaped Professional Communication
CPE Field of Study
Management Services
Who Should Attend

CPAs, accountants, and finance teams

Peter Margaritis


Live – Online Webcast
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Oct 23, 2020
11:15 am - 12:00 pm EDT
Live – Online Webcast
Total CPE Credits
Live Webcast

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CPAFMA – DC/Baltimore Joint Conference: The Value of Collaboration

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