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Change Your Mindset with Peter Margaritis, CPA

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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.

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.
More Information

Location:

United States

Description:

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.

Twitter:

@pmargaritis

Language:

English


Episodes

S2E37 - Ralph Picano | Adapting to New Technology in a People-Focused Industry

9/16/2019
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Ralph Picano is the CFO and a member of the board of directors for Wade Trim, an almost 100 year old engineering firm. As a CFO, the thoughts that keep Ralph up at night are the ones related to his company’s largest expense: It’s employees. The engineering industry bills hourly. They provide talented people to perform services for clients, and they charge their clients to create value and give them a reason to pay them. The fact that their largest expense in the company itself is payroll...

Duration:00:40:39

S2E36 - Kevin McCarthy | Uncover Your Blind Spots to Make Better Decisions

9/2/2019
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My guest today is Kevin McCarthy, author of the bestselling book, Blind Spots: Why Good People Make Bad Choices. Kevin works globally with industry leaders to reveal blind spots to unleash the potential in organizations and teams. Kevin spent 33 months in a federal prison for a crime he didn't knowingly commit. His boss at the time was committing stock fraud, and when Kevin discovered this, he realized he had these severe blind spots. How did he wind up working for this boss, and how could...

Duration:00:59:03

S2E35 - Dave Caperton | Using Humor to Open People Up to New Mindsets

8/19/2019
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My guest today is Dave Caperton. Dave is an author, speaker and thought leader on ways that joy drives success. Dave uses humor to teach corporations, associations, individuals, and groups how living and working with intentional joy is an act of leadership and a disciplined will. He has 20 years of real-world experience speaking, coaching, and writing about the benefits of a joyful mindset in a business context, including how to unleash creativity, improve health, increase engagement,...

Duration:00:48:40

S2E34 - Bill & Don Tomoff | From Compliance Learning to Lifelong Learning

8/5/2019
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My guests today are Bill and Don Tomoff, who are both CPAs who like to say they aren’t your typical accountants. Bill Tomoff is currently a CFO for InstallNET International and a consultant with Invenio Advisors, focusing on training and professional development. Bill volunteers with and is on the board of directors of Special Love, an organization serving children and families fighting childhood cancer. Don is the founder of Invenio Advisors LLC, a consulting firm specializing in...

Duration:00:59:19

S2E33 - Jay Sukow | Teaching Improv to Businesses, Actors, & Everyone Else

7/22/2019
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Jay Sukow believes that the world will be a better place if everyone takes just one improv class - and I agree! Jay is trying to make that world a reality as the founder of Today Improv, where he teaches improv to actors, businesses, and everyone else around the world. He is currently on faculty at The Second City Hollywood and former faculty member at The Second City Chicago. Some of those he has trained with include Stephen Colbert, Stephen Carell, Dave Razowsky, Keith Johnstone, and Del...

Duration:01:07:09

S2E32 - Dr. Gleb Tsipursky | Never Go With Your Gut

7/8/2019
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Dr. Gleb Tsipursky is a disaster avoidance expert with over 20 years of experience dramatically empowering leaders and organizations to avoid business disasters by addressing potential threats, maximizing unexpected opportunities, and resolving persistent personnel problems. Gleb serves as the CEO of a boutique consulting and training firm, Disaster Avoidance Experts, whose clients range from Fortune 500 companies to mid-sized businesses and nonprofits. He's also the author of a national...

Duration:00:37:54

S2E31 - Brian Wagner | A Radical Vision: Eliminate Your Blind Spots to Gain Clarity

6/24/2019
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My guest today is Brian Wagner, Founder and CEO of A Radical Vision, an organization with a powerful mission statement: "It took a crippling disease for us to understand that we have no vision. Losing our sight allowed us to gain vision. That was the greatest gift that's ever been given. We can't hide from our adversity. Our goal is to help others recognize their adversity, go blind, and gain vision. This happened to us. And now, we want to help others have that same focus.” A Radical...

Duration:00:46:36

S2E30 - Robin Thieme | Creating a Virtual, Outsourced CFO Solution

6/10/2019
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My guest today is Robin Thieme, the Founder of KBS CFO, which is an outsourced CFO and accounting department solution for growing sustainable and profitable businesses. She has over 30 years of financial and accounting experience, a passion for the efficiencies that new technologies enable, and a dedication to small businesses. One of the things that really impresses me about Robin and KBS is that she was creating a virtual organization long before cloud computing was a mainstream term –...

Duration:00:55:28

S2E29 - Phillip Lovegrove | Becoming a Needs-Based & Hands-On Personal Service for Your Clients

5/27/2019
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My guest today is Phillip Lovegrove, who's a partner in the personal financial planning firm of Vorisek Financial Corporation. Now, many of the financial planners that I've interacted with in the past could not or would not adapt their conversation to meet the needs of their clients. Instead, many only seem to be serving their own needs and, at times, come across condescending. Phil is just the opposite. Phil believes in taking a needs-based approach and providing hands-on personal service...

Duration:00:41:57

S2E28 - Amy Franko | Cultivating The Modern Seller Mindset & Skill Set

5/13/2019
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My guest today is Amy Franko, who is a strategic sales expert, author, and keynote speaker. Amy had a successful business-to-business sales career with global technology companies like IBM and Lenovo before, in 2007, she pivoted into entrepreneurship and launched the training firm Impact Instruction Group. Now, Amy works with professional service firms, helping them grow business development results and build firm leaders. Amy also recently released a book, The Modern Seller, which is not a...

Duration:00:43:00

S2E27 - Samantha Bowling | MindBridge: Making AI Accessible to Small Accounting Firms

4/29/2019
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My guest today is Samantha Bowling, who's an Audit Partner at the accounting firm of Garbelman Winslow in Maryland and the current Chair of the Executive Board of the Maryland Association of CPAs. This episode is focused on public accounting, but it also has great implications to business and industry accounting professionals. So, I encourage anyone in accounting – or just interested in how AI is going to change the nature of work – to listen to the interview and decide how these...

Duration:00:48:22

S2E26 - Kimberly Ellison-Taylor | Community, Mentorship, & Adaptability: The Ingredients for a Better Future

4/15/2019
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Today I have the pleasure of introducing you to Kimberly Ellison-Taylor, a powerhouse in the accounting profession whose drive, energy, and passion is unparallelled. Kimberly is currently a Global Strategy Leader at Oracle, and she has held positions at NASA's Goddard Space Flight Center, Motorola, KPMG, as well as having a role in government in Prince George's County, Maryland. On top of that, from 2016 to 2018, Kimberly served as 104th Chairman of the American Institute of CPAs, where she...

Duration:01:01:36

S2E25 - Cara North | Networking & Opportunity: Cultivating a Growth Mindset

4/1/2019
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Cara North is a learning experience designer at THE Ohio State University and the President of the Central Ohio Chapter of the Association for Talent Development. However, I did not invite her to be a guest on this podcast because of her day job. I invited her to be a guest because, as she says, "I love connecting others to people and opportunities." She loves networking, making connections, and creating opportunities – and I know that is a big fear for a lot of people, but it’s also a...

Duration:00:48:09

S2E24 - Lucy Hayhurst | How to Avoid the Busy Season 10 (Pounds)

3/18/2019
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I've been out of public accounting for a number of years, but one thing I remember vividly was the busy season 10: the additional 10 pounds I gained because of all the pizza, the fast food, and the lack of exercise. So today, I asked licensed and registered dietitian and nutritionist Lucy Hayhurst to be our guest and provide us with some strategic tips on how to avoid the busy season 10. Lucy is co-founder of Well Balanced Nutrition, where their goal is to help people worry less, love what...

Duration:00:41:39

S2E23 - Jennifer Elder | What, So What, Now What: How Accountants of the (Near) Future Will Add Value

3/4/2019
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Jennifer Elder works with financial leaders to become more strategic, stay ahead of the competition, and be more successful. As a consultant and keynote speaker, Jennifer is known for being energetic and enthusiastic, and she has the natural talent for taking complicated topics and making them simple, practical, and immediately implementable. CPA Practice Advisor named Jennifer one of the Top 25 Women in Accounting in 2018. The American Institute of Certified Public Accountants and the...

Duration:00:48:17

S2E22 - Bill Sheridan | Becoming Future-Proof

2/18/2019
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Bill Sheridan is the Chief Communications Officer at the Maryland Association of CPAs and the host of Future-Proof, a podcast in which Bill has interviewed a wide variety of leading thought leaders in the accounting profession and in corporate America. We discuss whether the profession is moving in the direction of becoming more future-proof, or future-ready, through the lens of the conversations he’s been having with his guests for nearly a year. So, let’s get right to it: is the...

Duration:00:52:32

S2E21 - Gary Zeune | The Pros & The Cons: Why White Collar Crime Happens (& How to Prevent It)

2/4/2019
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We would like your feedback on today's podcast by answering this quick two-minute survey: https://www.surveymonkey.com/r/MS2T6P6. Thank you so much for your support. My guest today is a gentleman who knows more about fraud than just about anyone else in the accounting and finance profession: Gary Zeune, CPA, Managing Director of The Pros & The Cons. The Pros & The Cons is the only speaker bureau in the country specializing in white-collar criminals. His 40 plus ex-con speakers tell the...

Duration:00:58:19

S2E20 - Jennifer Briggs | Indiana’s Competency-Based CPA License Renewal Law, One Year Later

1/21/2019
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Jennifer Briggs is the CEO of the Indiana CPA Society, and we talked about a year ago about the State of Indiana’s House Bill 1467, which allows competency-based learning through professional development opportunities to qualify accountants for accountant certificate renewal. Today, we follow up on that conversation to check in on the progress that they have made, learn about any unforeseen challenges that they may have faced, and how they handle these challenges. To recap, in 2010,...

Duration:00:53:28

S2E19 - Allen Lloyd, Boyd Search, & Chris Jenkins | Roundtable Discussion: The Future of the Associations, Technology, & Fellowship

1/7/2019
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Happy New Year, everyone! As I thought about 2019, I wanted to get off on the right foot – and I wanted to try something a little different. So today, I interview three wonderful guests at the same time. And you know what? It was a blast! Our guests are Allen Lloyd, CEO of the Montana Society of CPAs; Boyd Search, CEO of the Georgia Society of CPAs; and Chris Jenkins, CEO of the South Carolina Association of CPAs. All three are CEOs who used to work for the Ohio Society and are now...

Duration:01:25:53

S2E18 - Karl Ahlrichs | Multitasking is a Myth

12/24/2018
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We, as humans, are not wired to multitask – but we’re also addicted to it! So today, we’re going to learn about why multitasking doesn’t work and then some strategies we can use to be more productive. I thought this would be a perfect episode to end the year, as the accounting community’s busy season is lingering on the horizon. We’re joined by third-time guest Karl Ahlrichs, a human capitalist consultant who knows a thing or two about how individuals and teams really get things...

Duration:00:44:49