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Webcast:  How to Identify, Explain, and Present Pertinent Financial Information to Non-AccountantsWebcast: How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants

$75.00 (USD)

Do your business associates and/or clients have difficulty understanding the financials? Are they making decisions without comprehending the financial impact of their actions? They frequently “smother in detail and crave for knowledge. This high-impact interactive program is loaded with practical ideas and techniques to help associates and clients make better business decisions. Financial Information is one of management’s most useful tools, yet far too many non-accountants are unable to read financial reports and use this information to enhance performance. This seminar is especially beneficial with today’s emphasis upon Team Building, Total Quality Management, and Employee Involvement, where responsibility, authority, and decision-making are shifting to lower organization levels.

Credits: 2
Estimated Length: 2 hour(s)
Valid for: 12 Month(s)


Name View Schedule
Web Meeting1. How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants View Schedule


Upon completion of this webcast, participants will be able to:
  • Help CPAs identify an organization's key financial metrics, determine the "drivers" that impact the metrics, and present the metrics and drivers to non-accountants in understandable patterns.
  • Increase the CPA's confidence and effectiveness with making presentations to large and small groups.
  • Presenting the Three Principal Statements - a unique unorthodox graphic method that simplifies user understanding
  • The Three-Step Process for Gaining Insight: @Identifying the key financial metrics - Key Results Indicators (KRIs) --- numbers that determine an organization's level of success, not just measure it
  • Determining the "drivers" that impact the metrics -Key Performance Indicators (KPIs)
  • Developing Understandable Internal and External Financial Statements --- a very "Key Step" for unlocking the hidden meaning inside the numbers. *The Six-Step Process for High-Impact Presentations ---knowing the audience, holding the listeners, feeling comfortable as a speaker, and adding visual impact.
  • Identifying the Purpose --- how financial understanding will enhance decision-making for both Strategic and Operational objectives.
  • Open-Book Management --- stakeholders will better understand the financial aspects of business and are able to make better decisions.
  • Positioning the CPA as a Financial Leader and "superb communicator of solutions" within the organization and with your clients.
  • How to feel more confident and comfortable explaining financial information.
  • Accounting (1 Credit)
  • Communications and Markeeting (1 Credit)
  • Peter Margaritis
  • None
  • Basic
  • Online Webcast


Pete's Biography:

Peter A. Margaritis, CPA, CGMA is an author, blogger, speaker, educator, humorist, improviser, and podcaster. Partnering with the Business Learning Institute, his firm “The Accidental Accountant” teaches CPAs and other business leaders how to apply the seven principles of improvisation to build respect, trust and support with their colleagues and clients. He is the author of Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and Life.

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 Ohio Dominican University in Columbus, OH.

Peter is a member of the American Institute of CPAs, Georgia Society of CPAs, Maryland Association of CPAs, Ohio Society of CPAs, and the National Speakers Association. He is also the past chairman of the Ohio Society of CPAs executive board and a former delegate to the AICPA governing council.

Peter A. Margaritis, CPA, CGMA
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