Change Your Mindset

By: Peter Margaritis CPA & C-Suite Radio
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  • Summary

  • Welcome to Change Your Mindset (formerly known as Improv Is No Joke) where it is all about believing that strong communication skills are the best way in delivering your technical accounting knowledge and growing your business. The way of building stronger communication skills is by embracing the principles of applied improvisation. Your host is Peter Margaritis, CPA a.k.a. The Accidental Accountant, will interview financial professionals and business leaders to find their secret in building stronger relationships with their clients, customers, associates, and peers, all the while, growing their businesses.
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Episodes
  • S6E17: Signing Off with Peter Margaritis

    S6E17: Signing Off with Peter Margaritis
    Aug 21 2023
    “It’s always been about making my audience better, better leaders, better communicators and have fun in their lives” Peter Margaritis As we say goodbye to the old, we are grateful for all the guests who have graced our show from the first episode seven years ago till now, with 207 episodes aired we are grateful for our listeners who have made this possible. We will still be rebranding and coming back better and bigger, especially with the launch of the Bourbon Whisky Podcast “The Kentucky Bourbon Whisky Snob Pod” on YouTube and Ky in Video in September. You can find out more on the new podcast on Peter’s social media handles: https://www.linkedin.com/in/petermargaritis Listen to this and so much more in the episode; petermargaritis.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 mins
  • S6E16: How to Future Proof Your Accounting Career with Bill Sheridan

    S6E16: How to Future Proof Your Accounting Career with Bill Sheridan
    Aug 7 2023
    “Accounting is not just about money, it’s about what I do to make other people’s lives better” Bill Sheridan Bill Sheridan is a knowledge hunter, content curator, and lifelong learner. As chief communications officer for the Maryland Association of CPAs, he created and co-authors the association’s acclaimed blog, CPA Success; produces the MACPA’s “CPA Spotlight” podcast; and manages the association’s member communications and numerous social networks. Bill regularly speaks at national conferences on the future of the accounting and finance profession, the strategic uses of social media, and the evolution of communication, collaboration, and education. He delivers frequent presentations on behalf of the Business Learning Institute and is a certified Insights to Action strategic facilitator. He is inspired by and in awe of his wife, Alison, and their daughter, Molly. They live in St. Louis, Mo. As accountants in an ever-changing world, we need to know the facts, but the one thing we need in order to remain relevant is to learn people skills and go beyond what we know to who we are working for and with. Building better relationships and anticipation of changes that happen with people. Knowing where we are in the technological scene, sooner or later, we will be using it to crunch numbers in the accounting scene. As accountants, we will have to develop necessary skills that machines cannot duplicate and do, making us relevant in changing times. You can catch Bill on his socials: https://www.linkedin.com/in/billdsheridan https://twitter.com/BillSheridan Listen to this and so much more in the episode; petermargaritis.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    43 mins
  • S6E15:The Future of the Accounting Profession with David Peters

    S6E15:The Future of the Accounting Profession with David Peters
    Jul 24 2023
    “Our value as CPAs goes beyond giving out facts in any situation. They act as the voice of reason and turn ideas into reality” David Peters David R. Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master’s degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Professional Education LLC. People dealing with complex financial jargon that they don’t understand need someone to simplify the information and give sound advice, and that is what David believes CPAs are. There is a level of trust that one needs in order to put your life in someone else’s hands. As a person, you can learn the words of anything, but you need to go beyond the words and actually communicate in a way that makes sense to the people in the room with you, and it leads you as an accountant to go beyond your normal facts and learn something new. He brings on board his experiences and what he believes is the future and progression of CPA as a whole. More and more, the accounting profession is coming off from just a room of accountants to meetings with different individuals who have different functions in an organization. The accountant needs to begin to evolve and adapt to be able to cater to the needs of all these people. You can catch David on his socials: https://www.davidpetersfinancial.com/ https://www.linkedin.com/in/david-peters-financial/ https://www.facebook.com/davidpetersfinancial https://www.youtube.com/channel/UCBLKAMd0JeKpm6Y9rv4_oLQ https://www.buzzsprout.com/1185392 https://open.spotify.com/show/3qaBHGu27HncW2vtv8YpQ0 Listen to this and so much more in the episode; petermargaritis.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    46 mins

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