Peter Margaritis, CPA & C-Suite Radio
Change Your Mindset
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 the...
Author
Peter Margaritis, CPA & C-Suite Radio
Category
Podcast website
Latest episode
Aug 21, 2023
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Episodes
S4E15. The Difference Between Significance & Success, with Lauren Schieffer 12.04.2021 44:54
What is your definition of success? What is your definition of significance? And what’s the difference between the two? Lauren “The Colonel's Daughter” Schieffer is returning to the show to answer these questions and more. In S4E7, she talked about choosing respect over drama. Most people are programmed to chase success. It’s outwardly focused, with the weighty titles, flashy accomplishments, acco...
S4E14. Empathy 05.04.2021 12:53
What do you think about when you hear the word “empathy?” As a leader do you feel like you are empathetic with your team — or are you sympathetic? And why should you care? The better you treat and understand the people you serve through improv leadership, the more empowered they become. The ability to truly listen to another person and be able to empathize with them is showing gratitude, respect,...
S4E13. Become a Rainmaker in Your Business, with Ed “The Rainmaker” Robinson 29.03.2021 49:46
Do you think of yourself as a salesperson? Do you subscribe to the notion that we are all in sales? Would you like to become a “rainmaker” for your organization or firm? Ed “The Rainmaker” Robinson has been a business growth advisor and sales trainer for over 30 years. His company provides business growth strategies and leadership skills that transform professionals into rainmakers. He refers to h...
S4E12. Change: The Xerox Management Story 22.03.2021 12:13
There are only a few things in life that we are confident of — death, taxes, and change. Do you look at change as an opportunity or something you would rather not experience? Do you expect that the new system installation will go smoothly or that there will be several bumps in the road? How many times have you had to change during this pandemic? As a leader, how do you manage change? Let’s look at...
S4E11. Burn Ladders & Build Relationships with Dr. Alan Patterson 15.03.2021 50:16
Have you been successful in climbing the corporate ladder? What have you sacrificed during your ascension? Dr. Alan Patterson has more than three decades of international consulting experience in change management, leadership development, and executive coaching. In 2006 he formed Mentoré, a consulting practice that focuses on aligning strategy, organizational structure, job responsibilities, and s...
S4E10. Psychological Safety Is a Must if You Want Your Organization to Succeed 08.03.2021 12:02
Have you ever been in a meeting and your boss asks you a question about your ideas on a particular subject? After you share your thoughts, your boss responds with negativity and dismissal. When your boss responds this way, creativity stops and it suppresses the rest of the group's creative thoughts and ideas. No one wants to be humiliated like this in front of others. The traditional corporate cul...
S4E9. How to be Persuasive, Not Abrasive with Russ Riddle 01.03.2021 53:03
Do you cringe when you hear the word ‘negotiation?’ Russ Riddle is known as the Anomaly at Law because he’s down to earth, clearly communicates, and lavishes others with levity. He has practiced marriage for 37 years, law for 29, fatherhood for 28, and braved adventures as a juvenile probation officer and professional speaker. His love of levity stems in part from an intellectual property law prac...
S4E8. Financial Leadership 22.02.2021 16:12
Why is it that CFOs so often struggle to be understood? First, CFOs speak in the foreign language of accounting. If they are not able to translate accounting jargon into English, then the people they work for will not understand the significance of what they are saying. Second, accounting has an image problem for non-accountants. It’s an image full of pages of mind-numbing numbers that make no sen...
S4E7. Choose Respect Over Drama with Lauren Schieffer 15.02.2021 48:26
Do you want to dump the drama, increase production, and lift morale? Do you want to have more engaged employees or members? How well do you handle conflict within your organization? Are you and your team having respectful communication with each other? Lauren Schieffer can address all of those questions and more. She’s the daughter of an Air Force officer, and she grew up being uprooted and reloca...
S4E6. Six Stress Busters That Work 08.02.2021 13:58
Stress is part of our everyday lives, and it can come from so many sources: the daily frustrations of life, our jobs, our relationships, or just the ubiquitous challenges of living through a global pandemic. But stress isn’t always bad — it can motivate us into action. And even in those situations that might initially seem like the negative kind of stress, you have the power to turn it into someth...
S4E5. Illuminating Women’s Financial Wellness with Heather Ettinger 01.02.2021 54:58
Heather Ettinger is the author of “Lumination: Shining a Light on A Woman’s Journey to Financial Wellness.” As a champion for women and girls for over 30 years, Heather is widely recognized for her dedication to helping women build their financial acumen and wealth, culminating in the founding of Luma Wealth Advisors in 2017. She specializes in helping clients align their resources around their fa...
S4E4. Successful Negotiating in Corporate America 25.01.2021 12:41
What do you feel when you hear the word, negotiate? Dread, Anxiety, Excitement? Do you believe that negotiation skills can be taught? Do you agree with this statement – “we negotiate all the time?” Have you ever searched Google asking one or more of these questions: What skill is the most helpful during a negotiation? How does ego play a role in negotiating? What role does leverage play during...
S4E3. Accounting Doesn’t Have to Be Confusing with Adam Wilkinson 18.01.2021 52:08
Have you ever taken an accounting course for non-accountants and left the workshop even more confused? Would you agree that accounting has an image problem? Would you be interested in learning the fundamentals of accounting and finance in a way that does not get bogged down in complexity and focuses on simplicity? Adam Wilkinson is a sales partner and corporate educator at Colour Accounting. He ad...
S4E2. Dealing with the Peanut Gallery That is Your Inner Critic 11.01.2021 10:55
Let’s have a conversation about that voice in your head. You know the one. The voice that keeps coming back with the warning, “don’t say that idea out loud because people will think you are stupid or crazy.” Or, another favorite, “you have to be kidding me, you know you can’t speak in front of an audience – you will look like a fool.” You know that voice… and it has a lot more to say on any number...
S3E35. Improv Exercises to Build Stronger Teams 28.12.2020 11:30
We all have been on a dysfunctional team. And, when we are, we dread driving to work or zooming in; we dread being part of the team meeting because everyone is talking over each other; we dread dealing with members of the team who are disengaged. There is always one person who thinks they are the smartest person in the room, and they continuously tell everyone. Team members are missing deadlines,...
S3E34. Finding Your Intrinsic Value with Jeff Koziatek 21.12.2020 1:03:09
Do you have value issues in your professional and personal lives? Do you derive your value from what you do? Do you say yes to everything? Jeff Koziatek is a nationally recognized speaker, certified life coach, author, award-winning entertainer, and mindset catalyst who wants to help people address the above questions in their lives. After 20 years of work in the entertainment industry producing a...
S3E33. 4 Questions Every Effective Leader Needs to Answer 14.12.2020 12:30
Over the past two years, I’ve been doing research on the topic of improvisational leadership. In the book “Getting to Yes And” by Bob Kulhan, he discusses that effective leaders can answer four questions about themselves: Why this? Why now? What do I have to do? What’s in it for me? Bob discusses these questions as if he was to bring the tenets of improvisation into his firm. So why should you con...
S3E32. Creating an Aggressive Retirement Plan with Rachel Richards 07.12.2020 46:04
At the age of 27, Rachel Richards quit her job and retired, living off of $15,000 a month in passive income from her 40 residential rental units. She’s the author of “Money Honey” and “Passive Income, Aggressive Retirement,” and she has an online course entitled “Get Your Financial Shit Together.” To learn more, and for the complete show notes, visit: petermargaritis.com Resources: moneyhoneyrach...
S3E31. 8 Tips to Make Sure Your Virtual Presentations & Meetings Don’t Suck 30.11.2020 10:54
We were all thrown into this virtual world kicking and screaming—virtual meetings, virtual presentations, and virtual happy hours suddenly becoming the norm. There are a few things to keep in mind when facilitating a virtual meeting or presentation, as well as things to consider when part of the audience. I have eight tips you can use to make sure your virtual meetings and presentations don’t suck...
S3E30. How to Cut the Right Expenses & Make Your Balance Sheet a Fortress with Ken "Mr. Biz" Wentworth 23.11.2020 1:00:50
Would you describe your balance sheet as a fortress? Are your products and services properly priced at a profit or are they actually the silent killer of your business? Would you consider yourself someone who can see the future?” If you’re not sure about the answers to any of these questions, you really should be — and Ken "Mr. Biz" Wentworth is going to help you get there. Ken developed his busin...
S3E29. Taking an Innovative Approach to Communication in the Corporate World 16.11.2020 13:28
What makes a company or corporation great? What makes them truly stand out amongst their competitors? The answer is excellent, innovative, and effective communication. This kind of communication provides productivity, adaptability, stronger relationships, and successful negotiations — and it brings an end to the tired, useless jargon that derails, distracts, and limits every situation. What organi...
S3E28. Kindness is the Key with Allison Clarke 09.11.2020 46:47
When was the last time you performed a random act of kindness? Allison Clarke is a certified speaking professional and an expert in leadership and influence. She’s helped thousands around the world break through the barriers to boost profitability, improve productivity, and increase team cohesion. Not your average speaker, Allison consistently challenges both her speakers and herself daily. For ov...
S3E27. Inspiration, Motivation, & Creativity: The Improv Mindset 02.11.2020 12:40
What challenges do you have in building your team? Is your team focused solely on completing tasks? Is the group cohesive together and work together as a well-oiled machine? The landscape of business as we know it continues to change rapidly. What worked today may not work tomorrow, and almost certainly won’t ten years from now. Having the best team to accomplish the fast-paced demands of marketin...
S3E26. Building a Community & Audience Through Storytelling with Jordan Kahana 26.10.2020 44:21
Have you ever thought about being an entrepreneur and your business model is documenting your life with your girlfriend and two dogs—and earning a living? Sounds crazy, maybe even impossible… but it’s not! Jordan Kahana has, over the last four years, created content traveling the world with his girlfriend and two pups, Zeus and Sedona (AKA the Adventure Squad), producing photo, video, and interact...
S3E25. All Ideas Are Important Ideas 19.10.2020 11:37
Are you looking for a new way to generate ideas to solve your problems? Do you have the culture in place that accepts that all ideas are important ideas? Do you think of yourself as a creative person? What about your team? David Kelly, CEO of the legendary design firm IDEO, tells us about the importance of building creative confidence. In an experience in elementary school where a classmate was r...
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