Shows
The Young CPA Success ShowFrom Numbers to Narratives: The Evolution of Accountants into Master Storytellers with Peter Margaritis“Everyone in the accounting industry talks the lingo, the foreign language of accounting. We know what we're talking about. But, for our clients, most of them don’t. It’s our job to help them understand by translating our technical jargon into something simpler.” – Peter Margaritis, CSP, CPA The finer details of this episode:Importance of communication and storytelling skills for accountantsTranslating technical accounting language into plain English for clientsUnderstanding and connecting with clients on a personal levelEfforts at Oklahoma State University to incorporate communication and client service skills into the accounting curriculumDeveloping communication skills in t...
2024-08-2650 min
Change Your MindsetSigning Off with Peter Margaritis“It’s always been about making my audience better, better leaders, better communicators and have fun in their lives” Peter MargaritisAs 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 Septemb...
2023-08-2109 min
AccountableWhy Leadership & Improv Go Hand-in-Hand with Peter Margaritis, CSP, CPAListen to the latest podcast and hear about a topic a little different than the rest! Whether you are a seasoned professional or just starting your career, this one is for you! Come on a journey with Peter Margaritis, CSP, CPA, also known as the 'accidental accountant,' to learn about his discovery of improv and why it so strongly aligns with the development of leadership skills. Walk away with how to be a better leader and have some fun while doing it! Learn more about Peter via his website. Connect with Peter on LinkedIn. C...
2023-08-0241 min
CPA Trendlines PodcastsPeter Margaritis: Communication is key but can be harder to teach.The Disruptors With Liz Farr for CPA Trendlines Peter Margaritis, who also calls himself The Accidental Accountant, grew up in the gregarious environment of restaurants, “where everybody communicated, not well, sometimes, but they communicated.” So it was a shock when he went to work at Price Waterhouse, and he “felt that all the air got sucked out of the office, and nobody was communicating at all, and they looked at me like I was crazy.” More here: https://cpatrendlines.com/?p=112394
His crusade for the last decade or so has been t...
2023-06-1943 min
Change Your MindsetGet Your Ears Ready: We're Distilling Up a Podcast So High Proof, You'll Want to be a Guest"Do not drink Bourbon with coke; it will give you less of a hangover,”"Peter MargaritisOn today'sepisode, Peter llookst the incredible journey he has gone through in the last 7 seven years with his podcast “Change Your Mindset” amazing guests he has had over the years. As he introduces us to a whole new chapter of his podcast, Journey into the World of Bourbon.He is not saying goodbye yet to the “Change Your Mindset” podcast; he just wants to explore more and live his life a little bit fuller.We welcome you to pitch a...
2023-04-1719 min
CAPitalize Your FinancesCAPitalize Your Finances as a CPA with Peter Margaritis, Director of the School of Accounting Communication Center at Oklahoma State UniversityIf you've ever found yourself in a situation where your current profession does not match up with your own lifelong passions, then today's guest is going to suit you perfectly!Peter Margaritis, host of the Change Your Mindset podcast, is an accountant/ educator by trade, but his passion is improv comedy. Many years ago he figured out how to combine his passion for improv with his ability to crunch numbers as a CPA and use it to teach others how to develop their own lifelong leadership skills.A good CAPitalizer knows how to use the t...
2023-01-3038 min
Change Your MindsetTake a Load Off: Stress relievers for Overwrought Leaders (part 2)“Yes...but, Yes…and, the first disrupts the thoughts flowing while the latter connects an idea already forming.” Peter MargaritisIn today’s episode, Peter Margaritis continues his series on: Take a Load Off: Stress relievers for overwrought leaders. Peter shows how Business Improv is a tool that all leaders need to master to learn how to overcome pressures that come from business.Awareness is one way that can help you develop confidence and help you overcome stress. Being aware of your environment can help you control your involvement in any situation, enabling you to manage an...
2022-12-1911 min
Change Your MindsetTake a Load Off: Stress relievers for Overwrought Leaders(part 1)“Stress is not always bad; it can motivate us into positive, meaningful actions.” Peter MargaritisIn today’s episode, Peter Margaritis begins his series on: Take a Load Off: Stress relievers for overwrought leaders. He also shows how Business Improv is the way to go when facing uncertain situations and changes in the business world.When trying something new, always try it with a beta test on people you are sure will give you honest feedback before taking it to the market. Peter gives an example of how something he hadn’t thought about previously became on...
2022-12-1212 min
Change Your MindsetUnscripted Give and Take_ Using Business Improv to Resolve Disputes and Negotiate Deals (part 2)“Negotiation is not a fight but a collaboration. Prepare more than memorize.” Peter MargaritisIn today’s episode, Peter Margaritis continues his on Unscripted Give-and-Take and how to use Business Improv to resolve disputes and negotiate deals. Going for an all-in approach is not an excellent way to begin a business with someone you are trying to build a relationship with.You have the tools you need to have a win-win outcome in a negotiation. The beginning of every conversation is a smile that disarms the other party. Your smile needs to be genuine. You may no...
2022-12-0519 min
Change Your MindsetUnscripted Give-and-Take_ Using Business Improv to Resolve Disputes and Negotiate Deals (Part 1)“Emotional resistance to negotiation wastes time and makes working with others hard. Negotiation is a relationship builder and not a war zone.” Peter MargaritisIn today’s episode, Peter Margaritis talks about Unscripted Give-and-Take and how to use Business Improv to resolve disputes and negotiate deals.Sometimes during negotiations, we must understand that you can negotiate up instead of down. Therefore, be able to negotiate to your best and have a win-win outcome.As a business owner, entrepreneur, consultant, or employee of an organization, even when you feel that you are not a great...
2022-11-2815 min
Change Your MindsetS5E47: New Scripts- Communication and Collaboration for Better Results (part 2)“A successful workplace relation is built by collaboration, then sharing, observing/listening and building on each block with one vision in mind” Peter MargaritisIn today’s episode Peter Margaritis continues his conversation on New scripts; communicating and collaboration for better results. One idea at a time; one conversation and one interaction may be what your organization needs in order to go to the next level. When working in an organization, each team mate has an agenda and visions, if they do not have a common goal each will work on their agenda’s and build their own till...
2022-11-2110 min
Change Your MindsetNew Scripts- Communication and Collaboration for Better Results (part 1)“Excellent, innovative, and effective communication invites productivity and adaptability, making an organization stand out from its competitors.” Peter MargaritisIn today’s episode, Peter Margaritis talks about new scripts, communication, and collaboration for better results. We can be given the same space and business concept but still have different results from our competitors. How does communication affect your business from beginning to end? How we articulate our wants and needs in the industry directly affects the results we achieve and get.Every organization needs to have a simple, straightforward, effective communication strategy that reduces jargon in the...
2022-11-1411 min
Change Your MindsetTurned Off Walking Away From Your Inner Critic (Part 2)“Your ability to be vulnerable is your strength, not your weakness.” Peter MargaritisIn today’s episode, Peter Margaritis continues discussing the inner critic. We can learn how to turn off the inner critic, but they are not always so bad. The only people who know that you have done a flop are you, your inner critic, and nobody else.As we continue to silence the inner critic, sometimes we are so focused on what went wrong that we forget that we are human beings and are allowed to make mistakes. Instead of focusing on yourse...
2022-10-3111 min
Change Your MindsetTurned Off Walking Away From Your Inner Critic (Part 1)“Your inner critic wants to protect you by holding you back.” Peter MargaritisIn today’s episode, Peter Margaritis talks about turning off the inner critic in yourself. Sometimes it’s hard to quiet that voice that makes you not want to take risks. But, it gives you advice, usually in the negative kind, that holds you in your comfort zone.Peter gives insight into the inner critic and why the critic comes out. Sometimes it’s because of self-preservation, but most times, the critic has no basis for criticizing. As Peter puts it, the inner criti...
2022-10-2409 min
Change Your MindsetScripted For Safety Letting Go of Negativity and Dismissal (Part 2)"How we learn to collaborate is more important than who is on the team." Peter MargaritisIn today's episode, Peter Margaritis continues to talk about safety, and today the main focus is psychological safety in the workspace. How a team works and is assembled speaks more volumes than the members' contributions.Peter talks about the meaning of psychological safety, the books he draws from, and how to handle conflict. How we react to stimuli (conflict) speaks volumes about the psychological calmness in the office. As an improv leader, it's up to you to shift the...
2022-10-1714 min
Change Your MindsetScripted For Safety Letting Go of Negativity and Dismissal (Part 1) “We learn when we make mistakes. Failure is good.” Peter MargaritisIn today’s episode, Peter Margaritis talks about scripting your mind and body and letting go of negative energy and dismissal. This is not only from others but also from yourself. As an Improv Leader, it’s easy to be in class but afraid to improvise. Sometimes it’s easier to beat ourselves up and focus on the negative energy and thoughts and term yourself as a failure.Instead, Peter reflects on why we do not bring up the apparent ad. In so doing, you are bet...
2022-10-1008 min
Change Your MindsetMastering Authentic Leadership: The Art of Monotasking and Being Present (Part 2)“The level of active listening and focus needed to make an informed decision is a true measure of Mono tasking success.” Peter MargaritisIn today’s episode, Peter Margaritis continues to break down what it means to master authentic leadership, the art of mono-tasking, and being present. The distractions in our daily lives facilitate us being present because we are usually present with half of our consciousness. Other times we think of a different place we should be or something else we need to think about.He gives insights from different scenarios, like his interview in sea...
2022-10-0308 min
Change Your MindsetMastering Authentic Leadership: The Art of Monotasking and Being Present (Part 1)“Internal dialogue derails us from truly listening and understanding what the other person is trying to convey.” Peter MargaritisIn today’s episode, Peter Margaritis breaks down what it means to master authentic leadership, the art of mono-tasking, and being present. The more we do things at once, the more poorly we do multiple things. A lack of presence means one is not listening with your ears and eyes.They drew examples from one’s life and the effects of carrying around your past. Work and personal balance of the mind and body are important. Peter gi...
2022-09-2612 min
Change Your MindsetS5E38: Off and Running Vulnerability & Generosity at the Fuel for Selfless Leaders (part 2)"Great leaders shine the light and draw the attention to others." Peter MargaritisImprov Leadership sometimes means learning and being vulnerable as a tool that fuels the leaders' thoughts and actions. It leads to turning the spotlight on others. Peter has explored different methods in today's episode on how as a leader, one can motivate others and make them shine. The light shines every day, not just during special events.Examples include Oprah Winfrey, Simon Sinek, and great movies like Remember the Titans and Don't Think Twice. The Improv leader's qualities and responsibilities regarding their...
2022-09-1908 min
Change Your MindsetOff and Running Vulnerability & Generosity at the Fuel for Selfless Leaders (part 1)"Improv is not about being a solo performer. It's about relationships." Peter MargaritisLeaders who lead with an Improv Leadership Style have a foundation of respect, trust, and support for their organization and people. These leaders know how to prepare in advance and, at the same time, empower the people who are under them to shine. These leaders understand that it is not only about themselves and what they bring to the table; it's also about their leadership in delegation and listening to their teams' suggestions and opinions.Peter gives us amazing insight into how...
2022-09-0508 min
Change Your MindsetWay Off Base: The Death of the Ego in Modern Leadership, with Peter Margaritis (Part 2)“Ego leadership is outdated because it generates behaviors that are no longer tolerated in today's workplace.” Peter MargaritisVulnerability, empathy, and the willingness to let go of our ego matter when it comes to developing the kind of leadership capacity our employees, peers, and other stakeholders deserve from us. Crucial to the development of dynamic, admirable leadership is learning to communicate in a way that doesn't negate the experiences of others.Listening and presence exercises can kick your leadership into hyperdrive when added to the ‘yes..and’ collaborative approach. The sense of not knowing when someone i...
2022-08-2211 min
Change Your MindsetWay Off Base: The Death of Ego in Modern Leadership with Peter Margaritis"The collective knowledge outside your office far exceeds the collective knowledge inside your office." Peter MargaritisWe all have an ego. Some egos are underdeveloped, others are well developed, and yet others are overdeveloped. Overdeveloped egos can, in some cases, ultimately transform into full-blown narcissism. Conversely, when a person's ego becomes overdeveloped, they can begin to operate from the perspective that the world revolves around them.More often than not, narcissistic leaders stop listening to those around them, which ends up creating toxic cultures. CEOs who make everything about them and disregard the advice from...
2022-08-0810 min
Change Your MindsetFlipping The Script: Making it All About Them And Not About You (Part 2)"Great leaders inspire and motivate through empathy, not ego, agenda, and emotion." Peter MargaritisIt can be hard to teach leaders to flip the script when it comes to being more empathetic and even vulnerable if those leaders are wearing thick protective armor over their humanity in the workplace. Two-face, empathy-devoid leaders take pride in their distance. But unfortunately, their aloof and impersonal workplace behavior starts degrading relationships, and then projects begin to fail.Self-absorption creates a toxic work environment. Empathetic leadership creates an empowered workplace, and one person's behaviors and attitudes can impact many...
2022-07-2515 min
Change Your MindsetLearning to Listen to Avoid Tone-Deaf Leadership (2nd expert)"Every single day in our role as leaders, we encounter situations where empathy would serve us and others well." Peter MargaritisThere are dozens of remarkable leaders and scholars singing the praises of empathy in the workplace. For example, in his book, Geoff Colvin, the Fortune Magazine Senior Editor, argues that as workplaces evolve and leadership models change, the most important skill that leaders must possess is empathy. Similarly, an article published in the Harvard Business Review after a survey of 6000 leaders, Jack Singer and Joseph Folkman, revealed that women leaders were more decisive as compared to...
2022-07-1110 min
Change Your MindsetOff-Key: Learning To Listen To Avoid Tone-Deaf Leadership"Leaders of organizations tend to be controlling, but the ability to let things go and see where the journey takes us can be more powerful." Peter MargaritisThis is an excerpt from the book, Off Script: Mastering the Art of Business Improvisation.Leadership is not about self-promotion, being the center of attention, talking as much as you can, speaking in the third person, always being right, even when you're wrong, disrespecting others, or being a narcissist. However, in some organizations, these traits are viewed as effective leadership skills, which is the slippery slope to the...
2022-06-2711 min
Change Your MindsetNetworking Even Accountants Can Mingle"Any gathering of individuals, no matter how large or small, is an opportunity to meet someone." Peter MargaritisIf the thought of networking makes you sweat, it's time to rethink what networking is. Anytime you are at an event or even in a meeting where you don't know someone, you have the opportunity to network. It's about introducing yourself and getting to know someone. This involves having the right attitude, believing in yourself, having a plan, and remembering to smile.By taking just a little time to get in the right mindset, you'll have a...
2022-06-1307 min
Change Your MindsetLaughter is the Best Medicine for Your Organization"By injecting humor and levity into our work lives, we give ourselves an opportunity for human connection." Peter MargaritisAccording to some recent research, adding more laughter to the workplace helps improve the organization's culture. Humor allows people to cope with stress and build relationships and is associated with intelligence and creativity.Workplace humor is about a positive, light-hearted, open attitude and a playful mindset. One of the best ways to create a competitive advantage is to create a culture that embraces laughter. By injecting humor and levity into our work lives, we give ourselves...
2022-05-3008 min
Change Your MindsetPerception is Reality and Turn Your Cameras On“People's perceptions of you are their reality, so pay attention to what you want their reality to be.” Peter MargaritisThe way we show up does make a big difference, whether in person or virtually. Perception is reality, and the perceptions we create with others, especially with decision-making executives, really matter. People want to interact with humans they can see, hear and experience in person, whether remotely or in person. When we can see and hear each other, we see and feel the energy, engagement, body language, and attitude. According to the Vytopia press release dated...
2022-05-1609 min
Change Your MindsetOptimizing Emotional Intelligence“Emotional Intelligence helps you connect with your feelings, turning that into action, and making informed decisions about what matters most to you.” Peter MargaritisTo succeed in the highly competitive world of financial consulting, accounting professionals must possess the right mix of technical experience and soft skills, or think of them as power skills, or better yet, emotional intelligence — EI. EI plays an increasingly significant role in today's business environment. Therefore, you must optimize your EI to improve your bottom line and increase your organization's job satisfaction, engagement, and retention rates.EI is the ability to und...
2022-05-0213 min
Change Your MindsetLeadership Development Must Include Financial Leadership“Go write those stories, prepare and practice. And then if the occasion calls, go off script.” Peter MargaritisThis excerpt from the book “Off Script: Mastering The Art of Business Improv.“The Silent Killer of business is ultimately a lack of financial acumen. The death knell of a company comes from having leaders who are empowered to make important decisions and who don’t understand the fundamentals of Accounting and Finance. Leaders need this understanding and knowledge to make more informed, smarter, and more profitable decisions. Further, without the key elements of Improv in place, we won’t h...
2022-04-1807 min
Change Your MindsetFresh Approach Beats Out Cost ControlWe are in the people business and we need to treat our people and customers with the respect that they deserve.” Peter MargaritisSaving a few pennies is not worth losing a customer. In this era of social media, bad reviews, pictures of disappointing meals, and word of mouth can significantly impact your business. While we must always watch our costs in order to make a profit, it is important to realize that it is the revenues that drive that profit. If we don't get a return business, we lose revenue, and the business loses sustainability and gr...
2022-04-0407 min
Change Your MindsetA New Approach to Accounting Education“Higher education needs to change how accounting is taught and align it with the critical power skills required to succeed in today's business climate.” Peter MargaritisAs an accountant, understanding how to sell yourself, both in an educational setting and in the workplace can help you succeed professionally.Technical accounting skills are the foundation of accounting education. However, in today's accounting profession, technical skills are not enough to grow your career by themselves. You need to develop your power skills.Power skills, aka soft skills, are helpful in just about any career and esse...
2022-03-0708 min
Change Your MindsetGreat Leaders are Active Listeners“Learning how to listen effectively is a critical part of communication and building stronger connections.” Peter Margaritis Being an active listener creates many advantages in life and work. However, mastering the art of active listening is easier said than done. Active listeners pay attention to what others are saying without thinking about how they will respond or how the conversation might affect them. They listen to a big difference in what the other person is saying – not what they hear.We can all become more active listeners. Here are three essential tips to consider as you wor...
2022-02-2109 min
Best Seller PodcastOff Scr!pt by Peter Margaritis, CSPPeter Margaritis, CSP, author of Off Scr!pt: Mastering the Art of Business Improv, tried his hand at improv in graduate school and, by his own accounts, he wasn’t “very funny.” However, he realized that improv can become a very powerful, and useful, leadership tool. Margaritis says that improv changed his life, his business, and his way of being. He hopes it helps others realize that improv isn’t about being funny, but it’s a great leadership tool to develop in today’s business landscape.In the book, Margaritis writes about the ‘seven foundations of improv’ which s...
2022-02-1621 min
Change Your MindsetThings You Probably Didn’t Know About Flat Organizations“Everyone should be involved in developing solutions to customer problems.” Peter MargaritisThe traditional hierarchy organizational structure has been around since the 1950s, and so have many of the strategies developed to make it work well. As time goes on though, some of these strategies are becoming less effective, while others are simply out of date. A flat organization is a company that does not operate on strict hierarchies like most traditional businesses. In these companies, decisions are made at the operational level rather than from senior executives who have little contact with employees at work...
2022-02-0708 min
Innova.buzzPeter Margaritis, How to Master the Art of Business Improv - InnovaBuzz 478In this episode, I’m really excited to have as my guest, Peter Margaritis, Author of Taking the Numb Out of Numbers, Improv Is No Joke, and his new book, "Off Script: Mastering the Art of Business Improv". Peter previously appeared on Ep 309 of the podcast, and it's great to welcome him back. In our discussion, Peter talked to me about:The common myth about improvisation (practice matters!)Authentic Leadership - the art of Monotasking and being fully presentEngaging presentations, both in-person and virtuallyListen to the podcast to learn more....
2021-12-021h 14
The Everyday PM: Project Management Principles for Your Everyday LifeBusiness Improv with Peter MargaritisGoing OFF SCRIPT doesn’t come naturally to most organizational leaders. We want to control the narrative, ensure ideal outcomes, script the conversations, manage the problems, predict the future, and win (negotiations, new business, market share, and more). But what if good leaders could become better leaders by doing the opposite — by letting go of the control, by going “off script” in their conversations and negotiations, by being present instead of rushing to the future, and by collaborating in authentic, empathetic ways? If your organization is like most, the old way of communicating and managing isn’t working for you. Status...
2021-11-0839 min
Change Your MindsetThe Story of Off Script: Mastering the Art of Business ImprovToday’s guest is… Peter Margaritis! Huh? That’s right, we’re turning the mic around with a special guest host, Kate Colbert, President of Silver Tree Publishing, to celebrate the release of “Off Script: Mastering the Art of Business Improv.”I’ve documented much of the journey of writing this book directly through the podcast, and today we’re going to wrap things up to talk about the whole story: Why I wrote this book, what it means to go off script, and how you can use improv to sharpen your business and leadership skills.To learn more...
2021-11-0145 min
Future-ProofOff-script: Better leadership through improv, with Peter MargaritisLet’s talk about comedy and how it relates to business. In this episode, Peter Margaritis joins the podcast to talk about just that, and his new book, “Off-Script: Mastering the Art of Business Improv.” Improv, at its core, is about building a conversation out of what another person says instead of relying on our own agendas. In our business settings, most of us want to control the narrative to ensure ideal outcomes. We want to script the conversations, manage the problems, predict the future, and most importantly, win.But good leaders become better leaders by doin...
2021-11-0149 min
THE COUNTERFEIT SLEEP® PODCASTTCSP 20 - Saying YES to Change with Peter Margaritis, CSP & C.P.A.Saying yes to change with Peter Margaritis, CSP & C.P.A.
Let me ask you a question about change: How many people say that change is challenging? If you’re thinking just about everybody, you’re right. There’s no question that change is hard.
But if we want to move the needle on anything—and that includes going from low performance sleep to high performance sleep!—we have to embrace change.
And ‘change’ is exactly what we get into today in part 3 of our special BUSINESS IMPACT SERIES, where we’re shining the light on Counterfeit Sleep® in the workplace.
Our gu...
2021-07-2026 min
Coffee with Romina98 | What can the business world learn from improv with Peter Margaritis, CSP, CPA,Peter Margaritis, CSP, CPA, also known as the Accidental Accountant, is the author of “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”
During his time as a corporate CPA, Peter took improv classes and performed stand-up comedy. Communicating directly with audiences was life-changing, and Peter discovered his true passion: Teaching what he knew rather than being a practicing CPA. That led him to university faculty positions where Peter combined his accounting skills with his improv performance skills. He realized...
2021-03-0936 min
Change Your MindsetLet Go of My EgoEveryone has an ego. Some are underdeveloped, others are well developed—and then there are the overdeveloped egos. An overdeveloped ego can, in some cases, ultimately transform into narcissism.Many CEOs have well-developed egos, and businesses need that in their leader. But what if your CEO is narcissistic? A narcissistic CEO stops listening to those around them and does things to feed their ego at the expense of the company. Let’s discuss how you can practice shelving your ego in order to be more collaborative and respectful.To learn more, and for...
2020-10-0511 min
Change Your MindsetBeing More Present: 3 Exercises to Make You a Great LeaderWe all get distracted when we need to be focused. In improv, being present is critical to the success of the ensemble, and in leadership, being present is critical to the success of the business. It’s impossible to remain focused every minute of the day, but there are exercises you can do to become more focused and a better listener, which will in turn make you a better leader. I outline three of these exercises you can do with your teams to be more present.To learn more, and for the complete show notes, visit: petermargaritis.co...
2020-09-0713 min
Future-ProofHow Improv Powers Strong Leaders | with Peter MargaritisThe skills involved in mastering improv are the same critical skills for becoming a great leader. Peter Margaritis is a CPA, a thought leader with the Business Learning Institute, and a comedian doing stand up in his free time. He knows all about improv, and more importantly, how it connects to CPAs and finance professionals. Good leadership requires connecting with and listening to others, being in the moment, being flexible, and following our intuition, and Peter is going to tell us how all of that comes together through the magic of improv.To learn more, and for...
2020-08-3137 min
Change Your MindsetRaising Sensational Children with Sensory Processing Differences with Eric & Rebecca ScottEric and Rebecca Scott are a married couple with the perfect combination of math and writing skills. Eric is a licensed CPA in Kentucky and is a Tax Senior Manager at Ernst & Young, focusing on a wide variety of technical topics. Rebecca, who was an autism behavioral intervention specialist before staying home to raise her two children, is now an accomplished author. Her book “Sensational Kids, Sensational Families: Hope For Sensory Processing Differences” chronicles the research, interventions, and mindset shifts that helped their family through their son’s sensory processing disorder diagnoses. She also directs a local homeschool cooperative organi...
2020-08-3145 min
Change Your MindsetListening to Understand Vs. Listening to RespondDo you listen to respond… or do you listen to understand?In my introduction to improv, I realized I was not that great of a listener. This was largely due to my inflated ego. To be a good listener, you need to adopt the “Yes, and” philosophy. Instead of pulling a conversation away from somebody else and back onto yourself, you need to add to it. There’s no room for ego.Active listening is hard. It takes intention, time, and effort. Start working on strengthening your listening skills every single day. As each day passes...
2020-08-2415 min
Change Your MindsetBuying and Selling CPA Firms with Brannon PoeBrannon Poe, the founder of Poe Group Advisors, has been facilitating advisors’ successful accounting practice transitions throughout the US and Canada since 2003. He’s also the creator of Accounting Practice Academy, an eight-week virtual workshop for accounting practice owners. He’s the author of the Account Practice Insights blog and hosts the Accounting Flight Plan podcast with other top thought leaders in the profession. He is also the author of several books, including “Accountant’s Flight Plan” and “On Your Own.” Poe’s company buys and sells CPA firms, which he’s been doing for 17 years now. We talk about why a partner...
2020-08-1747 min
Change Your MindsetLeadership in Hyperdrive: Powered by Improv™Leadership and improv are not opposing forces—in fact, improv is a strategic component of good leadership. It’s been proven by science. The key principle of improv is these two powerful words: “Yes, and.” Leadership in Hyperdrive: Powered by Improv™ and the power of “Yes, and,” is a way of adapting to a changing landscape, becoming more creative and collaborative, and showing that you do appreciate the people that you work with by taking time to listen and show empathy to them. It will produce the most significant results for your business today and moving forward.To learn more...
2020-08-1018 min
Change Your MindsetMaking Marketing More Human with Jürgen StraussIs your marketing strategy centered around clicks, funnels, artificial intelligence, and driving traffic to your website? Shouldn’t marketing be more human-centric? Instead of funnels, maybe we can lead people on a journey. That’s what Jürgen Strauss, the founder and chief innovator of InnovaBiz, joins us to discuss. InnovaBiz is a marketing firm helping organizations by building visibility, professional authority, and connecting with their ideal clients. They work to turn your business into a client magnet by building and making the most of your marketing—making your marketing human again.To learn more, a...
2020-08-0352 min
Change Your MindsetGetting LEAN in Leadership with David VeechDo you put the needs of your team before yours? Do you engage with them or just deliver orders? Do you encourage them to do their best in a non-threatening matter? Do you get mad and let it fester or get over it quickly?David Veech joins us to discuss those questions and more. He’s had many different roles in life: infantry officer, husband, father, author, student, farmer, grandfather, and teacher. David now teaches organizations how to obliterate their obstacles, accelerate innovation, and elevate performance by teaching leaders how to love, learn, and let go. Leaders wh...
2020-07-2051 min
Change Your MindsetHow to Focus on Deep Work Without Distraction with Jake KahanaAre you having trouble finding the time to focus on your most important work in order to move your business forward? Jake Kahana is a designer, entrepreneur, and teacher — and he’s going to address the above issue. He’s the founder of Caveday, a group of people (known as Cavedwellers) working on their most important work for a focused period of time — called a sprint. Cavedwellers start with the hardest things first, they monotask, and eliminate all distractions. It’s a fascinating process and it’s amazing how much important work you can get done during the allotted time frame...
2020-07-0639 min
Change Your MindsetLeaving a Legacy You Are Proud Of with Ruben MinorDo you want to inspire friends, family, and strangers for the greater good? What impact are you making on your community? How do you rise when you fail? How do you deal with change in an uncertain environment? And do you know your personal why?These questions and more will be discussed by Ruben Minor, the president of RAM Enterprises, an organization that focuses on speaking, training, and coaching individuals and groups regarding leadership, team dynamics, relationship building, fundamental business properties, discovering your personal why, and business and personal branding. We discuss the moment Ruben realized how...
2020-06-2244 min
Change Your MindsetThe Therapeutic Value of Improv with Margot EscottWould you believe that improv is used in the medical world? Margot Escott is a clinical social worker, licensed therapist, and professional speaker who has presented workshops and seminars on the therapeutic value of humor and play for over 30 years. She has studied and performed improv and was trained by some very well-known improvisers such as Gary Schwartz and friend-of-the-show Jay Sukow. In her practice, she uses improvisational theater exercises combined with cognitive behavior education to assist people suffering from anxiety disorders, Parkinson’s, and those recovering from addictions. Margot explains how this works, shares the story of how im...
2020-06-0840 min
Improv InterviewsPeter Margaritis - The Accidental AccountantJoin me and meet Peter Margaritis, CPA, CGMA, business coach, and author of Improv is No Joke, who uses applied improvisation to inspire people to achieve higher levels of success in their business. Through the improvisation tenets of Yes, And, keep it simple, collaborate and experience, Peter teaches his clients to embrace C.H.A.N.G.E. (Creative | Humor | Aspire | Navigate | Gracious | Ethical) and realize their visions and goals. I was lucky to meet Peter through my good friend and improv coach Jay Sukow, and I know you will be glad to get to know him too.
When asked...
2020-05-3141 min
Change Your MindsetArtificial Intelligence is the Future of Accounting with Jody PadarCan artificial intelligence enhance your accounting practice? It absolutely can. Jody Padar is the VP of Strategy with Botkeeper, a company that combines artificial intelligence and machine learning technology with high-quality skilled accountants to deliver a full suite of bookkeeping and pre-accounting solutions to accounting firms and their clients. She’s also the author of “The Radical CPA: New Rules for the Future-Ready Firm,” a book that sparked a movement within the accounting profession focused on four tenets: cloud technology, social business, value pricing, and process. We talk about what the future of accounting is going to look like when b...
2020-05-2547 min
Change Your MindsetWe Need Laughter Now More Than Ever with Brian WalterBrian Walter is the co-founder of Extreme Meetings Inc, and for over 25 years, he has specialized in transforming meetings from boring to exciting. Brian is also the past president of the National Speakers Association Board of Directors from 2017 to 2018. Brian brings his approach, knowledge, and leadership style into this discussion about leadership during a pandemic, and he has some great advice for keeping a positive attitude even in the face of a crisis.As we hopefully begin the slow process of opening up our economy, anxiety and stress will still be amongst us until...
2020-05-1151 min
Change Your MindsetThe Funny Thing About Stress with Kay FrancesKay Francis is a professional keynote speaker and the author of the book The Funny Thing About Stress: a Seriously Humorous Guide to a Happier Life. Laughter is one of the best coping mechanisms in dealing with stress. According to an article published by the Mayo Clinic in April 2019 titled "Stress relief from laughter? It's no joke" when it comes to relieving stress, more giggles are just what the doctor ordered.To learn more, and for the complete show notes, visit: petermargaritis.comResources:
Learn more: kayfrances.com
...
2020-04-2748 min
Change Your MindsetHow to Recover from Disaster Faster with Jennifer ElderIn times of heightened stress, one way of coping is to reach out to the experts that know how to deal with disasters effectively. One such expert is Jennifer Elder, the self-proclaimed “Diva of Disaster” and author of Faster Disaster Recovery: A Business Owner's Guide to Developing a Business Continuity Plan. She talks about what we can do to change our mindset, change our approach, and change our attitude in dealing with this global pandemic.To learn more, and for the complete show notes, visit: petermargaritis.comResources:
Lear...
2020-04-1336 min
Accountant's Flight PlanFun While Creatively Navigating 2020 with Peter Margaritis - podcastPlease join us for an enlightening and light-hearted podcast with Peter Margaritis. Peter is also known as “The Accidental Accountant.” He is a CPA, author, podcast host, world renowned speaker and “Chief EDUtainment Officer.” Listen in to learn how you can incorporate improv with your business. It is especially useful when you need to get the creative ideas from your team out on the table AND tighten up those bonds while working remotely.
2020-03-3035 min
Change Your MindsetAn Improviser's Approach to COVID-19 with Jay SukowWe are all dealing with the stress of the unknown circumstances regarding the coronavirus pandemic. Improv has always been an incredibly impactful way to deal with the daily stressors of life and — in the midst of this global situation — is more useful than ever in helping to cope with overwhelming levels of stress. Jay Sukow joins us today to talk about how we can use the principles of improv to help make a difficult situation more bearable.To learn more, and for the complete show notes, visit: petermargaritis.comReso...
2020-03-3049 min
Change Your MindsetBeing an Authentic Leader with Christopher R. JonesChristopher Jones speaks, coaches and advises leaders to become the type of leader others want to follow — as he calls them, authentic leaders. The very first time Christopher was put into a leadership position he failed miserably. He had thought before getting that position, “How hard can this leadership thing be?” He had worked with great leaders and terrible leaders beforehand, and those that were great made it look so easy. But once he got into that role, he realized it’s just so much more complicated than it looks on the surface.The very best leaders are thos...
2020-03-1649 min
Change Your MindsetMaking Accounting Come Alive with Peter FramptonPeter Frampton has found a way to make accounting come alive. Peter is a financial literacy advocate. He's a Co-Founder of Color Accounting International, which teaches finance to non-financial people using a breakthrough graphical system. What lights Peter up is awakening people to a life of abundance.A better understanding of accounting will only help you and your employees become better stewards of your organization. The more that you and your employees have a basic understanding of accounting will only help the organization thrive because everyone can see the financial impact that they're having...
2020-03-0251 min
Change Your MindsetWe Are The Sum of Our Experiences with Dino TripodisDino Tripodis spent twenty-four years as the morning co-host on WSNY 94.7 FM, nicknamed Sunny 95 in Columbus, Ohio. He is also a headlining comedian, podcaster, actor, producer, writer, published author, professional speaker, and philanthropist. Dino is the co-writer, co-producer, and actor in the 2017 movie, The Street Where We Live.Dino shares how he has stumbled through his various careers in life, how our experiences in life shape us, and how we can use that to find common ground and relate to one another.To learn more, and for the complete show notes, visit: petermargaritis.com
2020-02-171h 14Change Your MindsetEgo is Getting in the Way of Empathy with Brian Comerford & Nick LozanoBrian Comerford and Nick Lozano are co-hosts of the Lead.exe podcast, which covers topics ranging from leadership, emotional intelligence, design thinking, and many more. Brian is a digital leader and serial entrepreneur, notable as co-founder of Radiovalve.com, an I-radio station among the first generation of web casters. Nick is a technologist and entrepreneur. He has experience in working in technology and leading teams at Accenture, CornerStack, and a major trade association.They discuss how their show came to be, what they talk about on it, and why they think emotional intelligence and...
2020-02-031h 02
Change Your MindsetLooking Ahead at Season 3Happy New Year! 2019 was a very good year for this podcast.The show was originally titled Improv is No Joke and on April 30, 2018, the name was changed to Change Your Mindset with Peter Margaritis, CPA. The overarching theme of this podcast is leadership, with a heavy emphasis on improv as a leadership enhancer. We are currently lining up guests for the upcoming season and need your help. What topics would you like to hear more about, and what guests would you like to see interviewed on the show? We would also love to share...
2020-01-2012 min
Change Your MindsetHow to Retain Employees Longer with Cara SillettoHow do we keep our best and brightest employees? What is the true cost when an employee leaves the company? Are we at risk of losing some of our most talented, tenured, and loyal employees? Is a quarterly financial reporting model having an effect on our retention strategy? Those questions and more will be answered by Cara Silletto, the Chief Retention Officer in her consulting firm.To learn more, and for the complete show notes, visit: petermargaritis.comResources:
Learn more at: wereduceturnover.com
Book: Staying Power: Why Y...
2020-01-0653 min
Change Your MindsetBecoming a Better Leader with Roxanne Kaufman-ElliottRoxanne Kaufman-Elliott is the founder of Roxanne Leadership. Roxanne is a warm, down to earth, authentic person who is dedicated to helping others become the best of themselves. She is passionate about unleashing the leader in others. She's dedicated to helping people and organizations create cultures, lives, and legacies of genuine and authentic leadership and success.She talks about what it takes to become a strong leader, what leadership means today, and how to enact the change in your life to become a better leader yourself.To learn more, and for the complete show notes...
2019-12-2352 min
Change Your MindsetLearning New Skills by Getting In The Game with Darren LaCroixDarren LaCroix is the only speaker in the world who is a Certified Speaking Professional, an Accredited Speaker, and a world champion of public speaking. He's also the co-host of Unforgettable Presentations podcast. Darren always stresses, "Don't go for the designations to get the letters after your name. Do it for the professional you will become in the process."Darren’s story of failed entrepreneur to budding comedian and eventually world renowned public speaker is an incredible journey, full of lessons to absorb.To learn more, and for the co...
2019-12-0952 min
Change Your MindsetBeing a Strategic Partner for Businesses with Ken “Mr. Biz” WentworthKen "Mr. Biz" Wentworth is the host of a successful radio show, B2B Radio, which focuses on helping business owners. He’s developed expertise during 20 plus years in leadership positions while rising to the top 3% at a Fortune 15 company, and is the bestselling author of two business books.Ken works with small to medium-sized businesses that are really good at what they provide, but need some help on the financial side to run their business a little more profitably. He’s an on-demand CFO. People hire him to help them run their business more...
2019-11-2538 min
Change Your MindsetFrom Fear of Public Speaking to TedX Through Improv with Dr. Mihaela JekicDr. Mihaela Jekic is a money coach, author and TedX Speaker. Mihaela helps professionals and entrepreneurs transform their money mindset, help them get unstuck financially, and build a business and life they love.Her story of how she went from war-torn Bosnia, attending a school where she didn’t speak the language, and discover improv as a way to get her over her fear of public speaking and shatter the negative beliefs she had about herself is truly fascinating.To learn more, and for the complete show notes, visit: pe...
2019-11-1131 min
Change Your MindsetGet The Sleep You Need by Breathing Right with Tara ClancyTara Clancy is a speaker, author, and sleep expert. Tara is also a member of the National Speakers Association and currently serves as the President of the Connecticut Chapter.Tara has a lot of great tips and advice for us to think about during our day as it relates to our daytime and our nighttime breathing in order to get a good night's sleep. She discusses the long-term ramifications of nighttime breathing issues and the effect it has on our bodies and on our brains.To learn more, and for the complete show notes, visit...
2019-10-2834 min
Change Your MindsetRaising Self-Esteem Through Improv Techniques with Eileen KahanaEileen Kahana is the Founder and CEO of a Chicago nonprofit, Room to Improv, a non-profit dedicated to raising the self-esteem of students, veterans, and seniors, and, ultimately, empowering them to enrich their lives.Improv had always been a part of Eileen, but it was only recently that she discovered its name and process. After retiring from an accomplished career as a teacher and mentor from the Chicago Public School System, Eileen challenged herself to take an improv class at the Second City. That one class turned into a two-year, life-changing experience, and inspired her to create...
2019-10-1443 min
Change Your MindsetEntering the Niche Realm of Forensic Accounting with Chrissie PowersChrissie Powers is the Founder of Powers Forensic Accounting LLC. Chrissie's experience includes investigations involving diversion of corporate assets, fraud examination and investigation, forensic accounting and record reconstruction, damaging claims analysis and documentation, and providing valuation of closely held businesses for purposes of divorce, estate, and purchase, or sale.Chrissie started her career in the traditional public accounting world doing tax and audit work. Early in her career, she was sent on an audit where one of the clients had been involved in a fraud incident, and Chrissie was tasked with determining the dollar amounts. After that...
2019-09-3038 min
Change Your MindsetRalph Picano | Adapting to New Technology in a People-Focused IndustryRalph 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 means that that expense category is going to be the main focu...
2019-09-1641 min
Change Your MindsetKevin McCarthy | Uncover Your Blind Spots to Make Better DecisionsMy 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 he have possibly believed he was a good man doing good things...
2019-09-021h 00
Change Your MindsetDave Caperton | Using Humor to Open People Up to New MindsetsMy 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, supercharge learning, and provide legendary service and care while reducing stress and conflict. As a veteran educator, performance consultant, comedian, and...
2019-08-1949 min
Change Your MindsetBill & Don Tomoff | From Compliance Learning to Lifelong LearningMy 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 information management, process improvement, reporting, and data analysis, as well as education and training. Since 2010, Don is fo...
2019-08-051h 00
Change Your MindsetJay Sukow | Teaching Improv to Businesses, Actors, & Everyone ElseJay 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 Close.To learn more, and for the complete show notes...
2019-07-221h 08
Change Your MindsetDr. Gleb Tsipursky | Never Go With Your GutDr. 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 bestseller on avoiding disasters in business, The Truth-Seeker's Handbook: A Science-Based Guide, and an upcoming book, Never Go With Your Gut: How Pioneering Leaders Make the Best Decisions and Avoid...
2019-07-0839 min
Change Your MindsetBrian Wagner | A Radical Vision: Eliminate Your Blind Spots to Gain ClarityMy 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 VisionWhen Brian was 10, he st...
2019-06-2447 min
Change Your MindsetRobin Thieme | Creating a Virtual, Outsourced CFO SolutionMy 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 – and she takes the same innovative and thoughtful approach to establishing efficiencies and solutions that fit the current business en...
2019-06-1056 min
Change Your MindsetPhillip Lovegrove | Becoming a Needs-Based & Hands-On Personal Service for Your ClientsMy 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 for his clients – and I believe this is something that all professional service providers need to...
2019-05-2743 min
Change Your MindsetAmy Franko | Cultivating The Modern Seller Mindset & Skill SetMy 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 book about prospecting or negotiating skills. It's a book that explores the five skill sets that individuals and organizations need in order...
2019-05-1344 min
Change Your MindsetSamantha Bowling | MindBridge: Making AI Accessible to Small Accounting FirmsMy 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 technologies might affect your organization.Now, in March of 2016, artificial intelligence was introduced to the...
2019-04-2949 min
Change Your MindsetKimberly Ellison-Taylor | Community, Mentorship, & Adaptability: The Ingredients for a Better FutureToday 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 received numerous awards and recognition. Notably, she was the youngest person, the fifth woman, and first person of color...
2019-04-151h 02
Change Your MindsetCara North | Networking & Opportunity: Cultivating a Growth MindsetCara 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 necessary part of being a lifelong learning and, incre...
2019-04-0149 min
Change Your MindsetLucy Hayhurst | How to Avoid the Busy Season 10 (Pounds)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 they eat, and live their best life.Now...
2019-03-1842 min
Change Your MindsetJennifer Elder | What, So What, Now What: How Accountants of the (Near) Future Will Add ValueJennifer 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 Maryland Association of Certified Public Accountants named her a Woman to Watch in 2015. She has been awarded Outstanding Educator by the American Institute of...
2019-03-0449 min
Change Your MindsetBill Sheridan | Becoming Future-ProofBill 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 profession future-proof?The short answer is no, we're not future-proof or futu...
2019-02-1853 min
Change Your MindsetGary Zeune | The Pros & The Cons: Why White Collar Crime Happens (& How to Prevent It)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 stories of how and why they embezzled, took ki...
2019-02-0459 min
Change Your MindsetJennifer Briggs | Indiana’s Competency-Based CPA License Renewal Law, One Year LaterJennifer 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, the Indiana Society created a board-level task force on knowledge management. Jennifer worked with the task...
2019-01-2154 min
Change Your MindsetAllen Lloyd, Boyd Search, & Chris Jenkins | Roundtable Discussion: The Future of the Associations, Technology, & FellowshipHappy 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 running other state soc...
2019-01-071h 27
Change Your MindsetKarl Ahlrichs | Multitasking is a MythWe, 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 done. Why can’t we multi...
2018-12-2446 min
Change Your MindsetA Very Special Announcement About the Next 100 EpisodesToday I’m celebrating my 100th episode (because I technically started this show with episode 0) – and I have a special announcement for all of you. First, I’d like to thank all of the guests who have given their time and shared their knowledge with my audience – without you, we never would have reached this milestone. I’d also like to thank my audience, especially those of you who listen every week. I hope you’ve been able to gather some nuggets of wisdom and applied them in your everyday life! Now for my spe...
2018-04-2308 min
Change Your MindsetBill Sheridan | Human Work in the Age of Machines: How to be a Future-Ready CPAOnly 8 percent of CPAs believe that the profession is future ready, according to CPA.com’s study Welcome to the Fast Future. This is a rather concerning statistic because the future is coming, and it might be closer than you think. Bill Sheridan, Chief Communication Officer at the MACPA, is on the front lines trying to prepare CPAs for the future, and he recently published a new white paper that every CPA should read: Human Work in the Ages of Machines: Five Steps for Building a Future-Ready Finance Team. Basically, the pape...
2017-10-1647 min
Change Your MindsetThe Accidental Tour Guide: Peter’s Favorite Places to Eat in the U.S.We’re doing something a little different today: Peter shares his favorite places to eat all over the country. He was inspired by former guest Clarke Price, who keeps a record of every restaurant he visits and often suggests new places for Peter to try. New Orleans: Gump Shop - GumboShop.com Mr. B's Bistro - MrBsBistro.com The Pelican Club - PelicanClub.com K-Paul's Louisiana Kitchen - KPauls.com Drago's Seafood Restaurant - DragosRestaurant.com The Greater Baltimore Area: Cunningham’s - CunninghamsTowson.com Gachi House of Sushi - GachiSu...
2017-10-0934 min
Change Your MindsetHow Allen Lloyd Went from Executive Assistant to CEO Using the Principles of ImprovisationToday's guest is Allen Lloyd, the new CEO of the Montana Society of CPA's and the former Senior Manager of the Board of Executive Operations at the Ohio Society of CPA's. In this interview, you will learn how Allen employed principles of improvisation to build trust, create new opportunities, learn new skills, and grow as a leader. We also have some fun (and learn a little bit more about two-way communication) by playing an improv game! You can find instructions to play that game with your team at the bottom of this post. Allen started...
2017-06-1251 min
Let’s Get RadicalEmbracing Your Inner Superhero with Peter MargaritisWhat makes a good leader? What happens if you're having an off day? In this episode, we'll talk with Peter Margaritis, CPA, CGMA, an author, blogger, speaker, educator, and humorist, on how to bring your inner superhero to work every day to inspire your teams and achieve goals. Plus, we'll talk about how improv can improve communications and create more positive results in your business. Join us!
2017-05-3055 min
Change Your MindsetErin Daiber: Making Leadership Development a Competitive Advantage with a Recovering AccountantToday’s guest, Erin Daiber, is a recovering accountant who now devotes herself to helping professionals become their best selves. As the Chief Possibility Officer of Erin Daiber Coaching & Consulting, she coaches individuals through CPA licensure, career transitions, and the path to leadership, as well as helping firms develop and deliver robust and thoughtful training programs. She’s also just a lot of fun, so I’m really excited to share this conversation with you! “Not everyone has that natural ability to connect and relate to other people, so it’s a skill I like to help ot...
2017-05-221h 02
Change Your MindsetPeter Margaritis: The Host’s Year In Review2016 flew by faster than a european swallow, or maybe that's an African swallow? Well, in any case, on June 27th this podcast was launched with the intent to help my audience strengthen their communication and leadership skills through improvisation. I wasn't sure what I was walking into but I did tell myself that I needed to invest a year's worth of time to see if this was right for my business and I can answer that question right now with a resounding, “Yes!” This episode includes a short review of the past...
2016-12-2617 min