David Peters

“Our value as CPAs goes beyond giving out facts in any situation. They act as the voice of reason and turn ideas into reality” David PetersDavid R. Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master’s degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning &amp; Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation &amp; Consulting PC, and Peters Professional Education LLC.People dealing with complex financial jargon that they don’t understand need someone to simplify the information and give sound advice, and that is what David believes CPAs are. There is a level of trust that one needs in order to put your life in someone else’s hands.As a person, you can learn the words of anything, but you need to go beyond the words and actually communicate in a way that makes sense to the people in the room with you, and it leads you as an accountant to go beyond your normal facts and learn something new.He brings on board his experiences and what he believes is the future and progression of CPA as a whole. More and more, the accounting profession is coming off from just a room of accountants to meetings with different individuals who have different functions in an organization. The accountant needs to begin to evolve and adapt to be able to cater to the needs of all these people.You can catch David on his socials:https://www.davidpetersfinancial.com/https://www.linkedin.com/in/david-peters-financial/https://www.facebook.com/davidpetersfinancialhttps://www.youtube.com/channel/UCBLKAMd0JeKpm6Y9rv4_oLQhttps://www.buzzsprout.com/1185392https://open.spotify.com/show/3qaBHGu27HncW2vtv8YpQ0 Listen to this and so much more in the episode; petermargaritis.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

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

S6E15:The Future of the Accounting Profession with David Peters

Joey Havens

“It’s not about how good your culture is, how good it needs to be to move forward.” Joey HavensJoey Havens, CPA, is currently serving HORNE as the managing partner of strategic growth. Joey actively challenges the mainstays of business culture and strategic planning. He advocates for a faster approach to growing leaders using a holistic approach and intentional sponsorship. Joey is an active member of CPA Practice Advisor’s Top 30 Thought Leaders, where he works with other accounting professionals to help lead and shape the industry. Joey is a frequent presenter/teacher/facilitator on creating a culture of belonging, strategic planning, and leadership development and loves to teach young professionals the “ABCs to Outstanding.” He currently serves on the board of The Mustard Seed, a Christian community for adults with developmental disabilities, and Empower Mississippi. He is a past board member of HORNE LLP, Friends of Children’s Hospital, JDRF, Make-A-Wish Foundation, and the AICPA Women’s Initiative Executive Committee.Joey believes in working at an organization's culture as the soul and core. Culture is the soul of the organization; it’s the people, their language, it’s the behaviors we allow over time and accept them.He brings to the table more than 30 years as an influencer. He shares his experiences about organizational culture, what he has learned, and how culture influences the growth of an organization, whether positive or negative. How autonomy works in the organization and how to use it to increase the culture.You can catch Joey on his socials:https://joeyhavens.com/https://www.linkedin.com/in/joeyhavenshttps://twitter.com/joeyhavenscpahttps://www.instagram.com/joeydhavens/Listen to this and so much more in the episode; petermargaritis.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

“It’s not about how good your culture is, how good it needs to be to move forward.” Joey HavensJoey Havens, CPA, is currently serving HORNE as the managing partner of strategic growth. Joey actively challenges the mainstays of business culture and strategic planning. He advocates for a faster approach to growing leaders using a holistic approach and intentional sponsorship. Joey is an active member of CPA Practice Advisor’s Top 30 Thought Leaders, where he works with other accounting professionals to help lead and shape the industry. Joey is a frequent presenter/teacher/facilitator on creating a culture of belonging, strategic planning, and leadership development and loves to teach young professionals the “ABCs to Outstanding.” He currently serves on the board of The Mustard Seed, a Christian community for adults with developmental disabilities, and Empower Mississippi. He is a past board member of HORNE LLP, Friends of Children’s Hospital, JDRF, Make-A-Wish Foundation, and the AICPA Women’s Initiative Executive Committee.Joey believes in working at an organization's culture as the soul and core. Culture is the soul of the organization; it’s the people, their language, it’s the behaviors we allow over time and accept them.He brings to the table more than 30 years as an influencer. He shares his experiences about organizational culture, what he has learned, and how culture influences the growth of an organization, whether positive or negative. How autonomy works in the organization and how to use it to increase the culture.You can catch Joey on his socials:<a href="https://joeyhavens.com/" rel="nofollow" target="_blank">https://joeyhavens.com/</a><a href="https://www.linkedin.com/in/joeyhavens" rel="nofollow" target="_blank">https://www.linkedin.com/in/joeyhavens</a><a href="https://twitter.com/joeyhavenscpa" rel="nofollow" target="_blank">https://twitter.com/joeyhavenscpa</a><a href="https://www.instagram.com/joeydhavens/" rel="nofollow" target="_blank">https://www.instagram.com/joeydhavens/</a>Listen to this and so much more in the episode; <a href="http://petermargaritis.com/category/cym-podcasts/" rel="nofollow" target="_blank">petermargaritis.com</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S6E14: Leading with Significance with Joey Havens

Lee Cockerell

“The whole world is in the mode of we have to control everything, what we do, the money, the people, the situations.” Lee CockerellOur guest today is Lee Cockerell, the former Executive Vice President of Operations for the Walt Disney World® Resort. One of Lee’s major and lasting legacies was the creation of Disney Great Leader Strategies, which was used to train and develop the 7000 leaders at Walt Disney World. Lee has held various executive positions in the hospitality and entertainment business with Hilton Hotels for 8 years and the Marriott Corporation for 17 years before joining Disney in 1990 to open the Disneyland Paris project. He is now dedicating his time to public speaking, authoring a book on leadership, management, and service excellence titled, Creating Magic…10 Common Sense Leadership Strategies from a Life at Disney. which is now available in 13 languages, and his latest book, The Customer Rules…The 39 Essential Rules for Delivering Sensational Service.Leadership is about learning, unlearning, and relearning what is out there, taking in what you were taught, and having the capacity and mindset to make up your own mind in any situation. Every situation is different, but how we handle it tells much about who we are and what we want to accomplish.When dealing with people, understand that they come from different backgrounds, have different stress levels, and know how to balance them. Being professional is knowing what you are doing, learning how to better it, and how you carry yourself.You can catch Lee on his socials:https://www.linkedin.com/in/leecockerell/https://www.facebook.com/createmagic/https://www.leecockerell.com/https://twitter.com/leecockerell?lang=en Listen to this and so much more in the episode; petermargaritis.com Learn more about your ad choices. Visit megaphone.fm/adchoices

“The whole world is in the mode of we have to control everything, what we do, the money, the people, the situations.” Lee CockerellOur guest today is Lee Cockerell, the former Executive Vice President of Operations for the Walt Disney World® Resort. One of Lee’s major and lasting legacies was the creation of Disney Great Leader Strategies, which was used to train and develop the 7000 leaders at Walt Disney World. Lee has held various executive positions in the hospitality and entertainment business with Hilton Hotels for 8 years and the Marriott Corporation for 17 years before joining Disney in 1990 to open the Disneyland Paris project. He is now dedicating his time to public speaking, authoring a book on leadership, management, and service excellence titled, Creating Magic…10 Common Sense Leadership Strategies from a Life at Disney. which is now available in 13 languages, and his latest book, The Customer Rules…The 39 Essential Rules for Delivering Sensational Service.Leadership is about learning, unlearning, and relearning what is out there, taking in what you were taught, and having the capacity and mindset to make up your own mind in any situation. Every situation is different, but how we handle it tells much about who we are and what we want to accomplish.When dealing with people, understand that they come from different backgrounds, have different stress levels, and know how to balance them. Being professional is knowing what you are doing, learning how to better it, and how you carry yourself.You can catch Lee on his socials:<a href="https://www.linkedin.com/in/leecockerell/" rel="nofollow" target="_blank">https://www.linkedin.com/in/leecockerell/</a><a href="https://www.facebook.com/createmagic/" rel="nofollow" target="_blank">https://www.facebook.com/createmagic/</a><a href="https://www.leecockerell.com/" rel="nofollow" target="_blank">https://www.leecockerell.com/</a><a href="https://twitter.com/leecockerell?lang=en" rel="nofollow" target="_blank">https://twitter.com/leecockerell?lang=en</a> Listen to this and so much more in the episode; <a href="http://petermargaritis.com/category/cym-podcasts/" rel="nofollow" target="_blank">petermargaritis.com</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S6E13: Creating Magic with Lee Cockerell

Ruben Minor

"The beauty of good leadership is that you can have an excellent platform to impact someone that you may never know how so. "Ruben MinorOur guest today is Ruben Minor, president of RAM Consulting Group. This organization focuses on speaking, training, and coaching individuals and groups regarding leadership, team dynamics, relationship building, diversity, equity and inclusion, fundamental business philosophies, and business and personal branding. Reuben has a rich and resourceful network of professionals across the business spectrum, ranging from influential political figures to educational leaders and entrepreneurs. Ruben leverages his network to make more meaningful connections for his clients and business partners, evolving into lasting, mutually beneficial relationships. Ruben also served this country for 15 years in the US Navy as a supply Corp officer, is a John Maxwell certified professional speaker, trainer, and coach, and is intimately engaged in the community, serving as president of the Council for the village of Galena. Reuben enjoys spending time with family, history movies, and hiking and, as a side note, is a professional speaker. Corporations have learned a lot post-COVID, as employees have realized that they do not have to face toxic work environments. Unfriendly cultures have existed for decades and are therefore not expected to change overnight. It will be a constant, intentional effort by those in leadership, and making sure that they're keeping in step with the culture in the corporate community. The beauty of good leadership is that it can have an excellent platform to impact someone you may never know how to. Listen to this and so much more in the episode; petermargaritis.com Learn more about your ad choices. Visit megaphone.fm/adchoices

"The beauty of good leadership is that you can have an excellent platform to impact someone that you may never know how so. "Ruben MinorOur guest today is Ruben Minor, president of RAM Consulting Group. This organization focuses on speaking, training, and coaching individuals and groups regarding leadership, team dynamics, relationship building, diversity, equity and inclusion, fundamental business philosophies, and business and personal branding. Reuben has a rich and resourceful network of professionals across the business spectrum, ranging from influential political figures to educational leaders and entrepreneurs. Ruben leverages his network to make more meaningful connections for his clients and business partners, evolving into lasting, mutually beneficial relationships. Ruben also served this country for 15 years in the US Navy as a supply Corp officer, is a John Maxwell certified professional speaker, trainer, and coach, and is intimately engaged in the community, serving as president of the Council for the village of Galena. Reuben enjoys spending time with family, history movies, and hiking and, as a side note, is a professional speaker. Corporations have learned a lot post-COVID, as employees have realized that they do not have to face toxic work environments. Unfriendly cultures have existed for decades and are therefore not expected to change overnight. It will be a constant, intentional effort by those in leadership, and making sure that they're keeping in step with the culture in the corporate community. The beauty of good leadership is that it can have an excellent platform to impact someone you may never know how to. Listen to this and so much more in the episode; <a href="http://petermargaritis.com/category/cym-podcasts/" rel="nofollow" target="_blank">petermargaritis.com</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S6E12: The Spirit of Emotional Intelligence with Ruben Minor  (previously released on 5/9/2022)

Lauren Schieffer

"As a leader, you cannot respect others if you do not respect yourself." Lauren SchiefferOur guest today is Lauren Schieffer, whose passion is helping organizations that want to build their next generation of leaders. Whether it's training, keynotes, or longer-term consulting partnerships, she uses her Nine Essentials of Significant Leadership to help transform the way managers think, makes decisions &amp; act toward the people they lead. In her varied career, Lauren has navigated almost every aspect of corporate America – from trucking to achieving top-tier Sales Director status for a global cosmetics firm to managing a non-profit foundation.Today she is here to speak about her Nine Essentials of Significant Leadership and her perspective on how a leader needs to be accommodative of each person's differences. Lessons that the pandemic taught us and what we need to know from that.In leadership, the difference between significance and success is that success is about inward accomplishments that you have done. It's all about you. Significance is about outward focus, how many lives you touch, and how you change the community. Lauren is focused on growing others first.You can catch Lauren on her socials:https://laurenschieffer.com/https://www.linkedin.com/in/laurenannschieffer/https://www.facebook.com/Lauren-Schieffer-High-Road-Solutions-191278604217872/https://twitter.com/lschiefferhttps://www.youtube.com/channel/UCLRuzLkApRfy5G5XPieEwow Listen to this and so much more in the episode; petermargaritis.com Learn more about your ad choices. Visit megaphone.fm/adchoices

"As a leader, you cannot respect others if you do not respect yourself." Lauren SchiefferOur guest today is Lauren Schieffer, whose passion is helping organizations that want to build their next generation of leaders. Whether it's training, keynotes, or longer-term consulting partnerships, she uses her Nine Essentials of Significant Leadership to help transform the way managers think, makes decisions &amp; act toward the people they lead. In her varied career, Lauren has navigated almost every aspect of corporate America – from trucking to achieving top-tier Sales Director status for a global cosmetics firm to managing a non-profit foundation.Today she is here to speak about her Nine Essentials of Significant Leadership and her perspective on how a leader needs to be accommodative of each person's differences. Lessons that the pandemic taught us and what we need to know from that.In leadership, the difference between significance and success is that success is about inward accomplishments that you have done. It's all about you. Significance is about outward focus, how many lives you touch, and how you change the community. Lauren is focused on growing others first.You can catch Lauren on her socials:<a href="https://laurenschieffer.com/" rel="nofollow" target="_blank">https://laurenschieffer.com/</a><a href="https://www.linkedin.com/in/laurenannschieffer/" rel="nofollow" target="_blank">https://www.linkedin.com/in/laurenannschieffer/</a><a href="https://www.facebook.com/Lauren-Schieffer-High-Road-Solutions-191278604217872/" rel="nofollow" target="_blank">https://www.facebook.com/Lauren-Schieffer-High-Road-Solutions-191278604217872/</a><a href="https://twitter.com/lschieffer" rel="nofollow" target="_blank">https://twitter.com/lschieffer</a><a href="https://www.youtube.com/channel/UCLRuzLkApRfy5G5XPieEwow" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCLRuzLkApRfy5G5XPieEwow</a> Listen to this and so much more in the episode; <a href="http://petermargaritis.com/category/cym-podcasts/" rel="nofollow" target="_blank">petermargaritis.com</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S6E11: Help Others Grow First with Lauren Schieffer

Kate Colbert

"The mistake that people in higher education make is operating from the Eras passed rather than the Era that we currently live in." Kate ColbertOur guest today is Kate Colbert, a former higher-education insider, and current world-renowned marketing expert who develops college-and-university brand stories that are meaningful to the prospective student and measurable on the institutional balance sheet. She has overseen brand and enrollment marketing, public relations, and alum relations at two Chicago-area graduate schools. Kate has additional expertise in corporate education, university crisis management, and faculty relations. She is a six-time recipient of CASE District V's annual awards for excellence in marketing and communications.Today she is here to speak about her new book: Commencement: The Beginning of a New Era in Higher Education. Higher education's future and our role in making it happen. She gives her perspective on where we are going and the changes institutions must make to make them more competitive in the changing times.Kate is keen on giving the best experience to learners and giving them skills not only just for the sake of getting a certificate but enhancing and giving them skills that are not found redundant with the world going into automation and more technology. The idea from her book is getting micro-credentials that give you valuable skills no matter the changes being seen. You can catch Kate on her socials:https://twitter.com/KateColberthttps://www.linkedin.com/today/author/katecolberthttps://www.facebook.com/KateColbertAuthor/https://www.instagram.com/katecolbert6121/ Listen to this and so much more in the episode; petermargaritis.com Learn more about your ad choices. Visit megaphone.fm/adchoices

"The mistake that people in higher education make is operating from the Eras passed rather than the Era that we currently live in." Kate ColbertOur guest today is Kate Colbert, a former higher-education insider, and current world-renowned marketing expert who develops college-and-university brand stories that are meaningful to the prospective student and measurable on the institutional balance sheet. She has overseen brand and enrollment marketing, public relations, and alum relations at two Chicago-area graduate schools. Kate has additional expertise in corporate education, university crisis management, and faculty relations. She is a six-time recipient of CASE District V's annual awards for excellence in marketing and communications.Today she is here to speak about her new book: Commencement: The Beginning of a New Era in Higher Education. Higher education's future and our role in making it happen. She gives her perspective on where we are going and the changes institutions must make to make them more competitive in the changing times.Kate is keen on giving the best experience to learners and giving them skills not only just for the sake of getting a certificate but enhancing and giving them skills that are not found redundant with the world going into automation and more technology. The idea from her book is getting micro-credentials that give you valuable skills no matter the changes being seen. You can catch Kate on her socials:<a href="https://twitter.com/KateColbert" rel="nofollow" target="_blank">https://twitter.com/KateColbert</a><a href="https://www.linkedin.com/today/author/katecolbert" rel="nofollow" target="_blank">https://www.linkedin.com/today/author/katecolbert</a><a href="https://www.facebook.com/KateColbertAuthor/" rel="nofollow" target="_blank">https://www.facebook.com/KateColbertAuthor/</a><a href="https://www.instagram.com/katecolbert6121/" rel="nofollow" target="_blank">https://www.instagram.com/katecolbert6121/</a> Listen to this and so much more in the episode; <a href="http://petermargaritis.com/category/cym-podcasts/" rel="nofollow" target="_blank">petermargaritis.com</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S6E10: Commencement: The Beginning of a New Era in Higher Education with Kate Colbert

Nathan Minns

“I realized after failing 6 times that Improv is something that is teachable,” Nathan MinnsOur Guest for today's episode is Nathan Minns, who uses Improv comedy as a tool to develop confidence in innovation and communication. He is the founder of Green Light Improv.Nathan takes us on a journey of Improv as it is used in a business setting. The lessons he has garnered throughout the years and his stories make improv seem not so scary. And it isn't scary at all.Listen to this and so much more in the episode; petermargaritis.com Learn more about your ad choices. Visit megaphone.fm/adchoices

“I realized after failing 6 times that Improv is something that is teachable,” Nathan MinnsOur Guest for today's episode is Nathan Minns, who uses Improv comedy as a tool to develop confidence in innovation and communication. He is the founder of <a href="https://nathanminns.com/" rel="nofollow" target="_blank">Green Light Improv.</a>Nathan takes us on a journey of Improv as it is used in a business setting. The lessons he has garnered throughout the years and his stories make improv seem not so scary. And it isn't scary at all. Listen to this and so much more in the episode; <a href="http://petermargaritis.com" rel="nofollow" target="_blank">petermargaritis.com</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S6E9: Green Light Improv with Nathan Minns

"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 seat, relax and enjoy all things bourbon (or American bourbon), as Peter calls it. As we take you on a cruise of American bourbon, and storied that go with sharing wisdom and fun with a glass in your hand. "The Kentucky Straight Bourbon Whiskey Snob Podcast” will be launched soon.Listen to this and so much more in the episode; petermargaritis.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

"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 seat, relax and enjoy all things bourbon (or American bourbon), as Peter calls it. As we take you on a cruise of American bourbon, and storied that go with sharing wisdom and fun with a glass in your hand. "The Kentucky Straight Bourbon Whiskey Snob Podcast” will be launched soon.Listen to this and so much more in the episode; <a href="http://petermargaritis.com/category/cym-podcasts/" rel="nofollow" target="_blank">petermargaritis.com</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S6E8: Get Your Ears Ready: We're Distilling Up a Podcast So High Proof, You'll Want to be a Guest

Theresa Rose

"We are strategic co-creators; that is the magic of crystallization when someone sees the brilliance in you, writes it down, and shares it with you" Theresa Rose.Our guest today is Theresa Rose, with 20+ Years of consulting, marketing, and business management experience, drives Theresa's strategic thinking, creativity, and sound foundational frameworks. Her career has included senior management roles in marketing and product development for a Fortune 100 company and high-growth startups. In addition, as a former Community Builder and Head of Thought Leadership for an executive network, Theresa has seen the challenges of growing a thriving business based on personal intellectual property and how to amplify it for maximum income and impact strategically.Theresa Rose brings a wealth of wisdom on the power of strategic marketing. A business grows when finding solutions to the world's problems by finding passion in your own life that motivates you to bring your best.Each of us can create a memorable picture model of who we are from 3-5 words that we can come up with from so much verbiage that can give us a more transparent and more precise goal of what we want and how we can succeed with this in mind. This gives you a comprehension of the actions you must focus on to achieve your goal.Listen to this and so much more in the episode; petermargaritis.com Learn more about your ad choices. Visit megaphone.fm/adchoices

"We are strategic co-creators; that is the magic of crystallization when someone sees the brilliance in you, writes it down, and shares it with you" Theresa Rose.Our guest today is Theresa Rose, with 20+ Years of consulting, marketing, and business management experience, drives Theresa's strategic thinking, creativity, and sound foundational frameworks. Her career has included senior management roles in marketing and product development for a Fortune 100 company and high-growth startups. In addition, as a former Community Builder and Head of Thought Leadership for an executive network, Theresa has seen the challenges of growing a thriving business based on personal intellectual property and how to amplify it for maximum income and impact strategically.Theresa Rose brings a wealth of wisdom on the power of strategic marketing. A business grows when finding solutions to the world's problems by finding passion in your own life that motivates you to bring your best.Each of us can create a memorable picture model of who we are from 3-5 words that we can come up with from so much verbiage that can give us a more transparent and more precise goal of what we want and how we can succeed with this in mind. This gives you a comprehension of the actions you must focus on to achieve your goal.Listen to this and so much more in the episode; <a href="http://petermargaritis.com/category/cym-podcasts/" rel="nofollow" target="_blank">petermargaritis.com</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S6E7: Crystalizing your Brilliance with Theresa Rose

Roxanne Kaufman

“During travel, I never vent my frustrations on another human being. It isn’t their problem. It’s mine,” Roxanne Kaufman.Our guest today is Roxanne Kaufman, a certified Virtual presenter and member of the National; Speakers Association and also credentialed by eSpeakers. She leads RoxTalks, which is a division of ProLaureate Ltd. She is comfortable on a massive stage as I speak virtually to a small group.In her busy life, Roxanne had moved 22 times before she graduated high school. She speaks today about the world of travel and how these experiences have impacted her life. Traveling sometimes may be stressful, but changing your view of the whole experience can make your trips feel exciting and less stressful.Listen to this and so much more in the episode; petermargaritis.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

“During travel, I never vent my frustrations on another human being. It isn’t their problem. It’s mine,” Roxanne Kaufman.Our guest today is Roxanne Kaufman, a certified Virtual presenter and member of the National; Speakers Association and also credentialed by eSpeakers. She leads RoxTalks, which is a division of ProLaureate Ltd. She is comfortable on a massive stage as I speak virtually to a small group.In her busy life, Roxanne had moved 22 times before she graduated high school. She speaks today about the world of travel and how these experiences have impacted her life. Traveling sometimes may be stressful, but changing your view of the whole experience can make your trips feel exciting and less stressful.Listen to this and so much more in the episode; <a href="http://petermargaritis.com/category/cym-podcasts/" rel="nofollow" target="_blank">petermargaritis.com</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S6E6: More Business Stories with Roxanne Kaufman

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.

Thank you Peter for sharing your gifted ability to bring out the best in others. 
Keep the great guests and ideas flowing.

Great personality AND great ideas

Not only does Peter provide solid content and insight through his guests - the information is so practical.

Peter Margaritis is the real deal. As a person, he is genuine with a heart to help others.
Dale Carnegie said it is better to be a good person than a good speaker.   Peter is both. His genuine heart overflows in a way to make a positive difference to those around him.

The real deal

Change Your Mindset

Greg Conderacci

Do you know the difference between time management and energy management? If you’re a CPA, accountant or anyone that's entering their peak revenue season, this podcast is a must-listen. We have a number of tips and techniques on how to get the most energy out of ourselves and how to generate more energy when we need it. Greg Conderacci is an expert on energy management. He wrote  Getting Up!: Supercharging Your Energy and rode his bicycle across the United States of America in 18 days averaging 150 miles a day. He really understands energy management. Greg believes that we should move away from those old time management techniques into a new and more productive method of managing our energy.   “We’re kinda missing the boat here in the 21st century by talking about time management time management time management when, really, I think this is the century of energy management.”   The emphasis on time management goes back a couple hundred years.  When most people in the U.S. worked on farms, the day started when the sun came up and it ended when the sun went down. During the Industrial Revolution, there was a concerted effort to make people think of time laterally. People on assembly lines were taught to think of time in terms of minutes and hours. We are still victims to this time management mentality, especially in our education system.    Not a lot of people work on assembly lines anymore, so why do we still have that mentality?   We need to focus on where we add value – and we add value with our energy.   “If you look at people who are making fabulous amounts of money, they're making fabulous amounts of money because of the value that they're adding – not because of the time they’re spending.” The key is to focus on energy flows. None of us are at 100% peak all day long so you should take note of the times that you are most efficient and effective and schedule the most intellectually challenging work at those times. After that, Greg has two big suggestions for maximizing the amount of energy you have in those times:  Get at least seven hours of sleep. Drink a lot of water.    Your energy is maximized when you have seven hours of good sleep (so don’t drink yourself to sleep!). On top of getting energy, your brain is also working while you’re asleep. You can literally solve problems in your sleep. There’s also value to the idea of a midday siesta, or an afternoon power nap. Most people are at their lowest energy between 2:00 and 4:00 in the afternoon, anyway. Sleep or rest will charge your batteries and make you more productive for the rest of the day. The last part of the equation are all of the energy suckers in your environment. We have technology, we have instant messaging, we have texting, we have constant interruptions and, if that's not enough, we’ll pull out our cell phones. Discipline will save your energy. “We're working on a scarce resource. We should manage our time carefully, there’s no question about that, but we keep thinking it's going to give us more time – it's not!” If you have energy and you are purposeful about using it on your most intellectually challenging work, then you can maximize productivity by doing less challenging tasks when you have less energy. Emails don’t need to be checked first thing in the morning. I greatly appreciate Greg coming on the show to share these extremely valuable tips for getting the most out of our energy. A lot of accountants are going to have a much better busy season if they put his advice into action.   Resources:   Getting Up!: Supercharging Your Energy by Greg Conderacci Connect with Greg at MorePersonalEnergy.com Valuable articles for the busy season:    “3 Critical Areas of Personal Well-Being During Busy Season”  “Communication Will Matter This Season”  “Manage Your Busy Season With a Dose of Humor”  “Be the Leader Your Team Needs This Season” “Your Busy Season Sitcom”      Production &amp; Development for Improv Is No Joke by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you know the difference between time management and energy management? If you’re a CPA, accountant or anyone that's entering their peak revenue season, this podcast is a must-listen. We have a number of tips and techniques on how to get the most energy out of ourselves and how to generate more energy when we need it. Greg Conderacci is an expert on energy management. He wrote <a href="https://www.amazon.com/Getting-UP-Supercharging-Your-Energy-ebook/dp/B01G5TUKQ8" rel="nofollow" target="_blank"> Getting Up!: Supercharging Your Energy</a> and rode his bicycle across the United States of America in 18 days averaging 150 miles a day. He really understands energy management. Greg believes that we should move away from those old time management techniques into a new and more productive method of managing our energy. “We’re kinda missing the boat here in the 21st century by talking about time management time management time management when, really, I think this is the century of energy management.” The emphasis on time management goes back a couple hundred years. <ul> <li>When most people in the U.S. worked on farms, the day started when the sun came up and it ended when the sun went down.</li> <li>During the Industrial Revolution, there was a concerted effort to make people think of time laterally. People on assembly lines were taught to think of time in terms of minutes and hours.</li> <li>We are still victims to this time management mentality, especially in our education system.</li> </ul> Not a lot of people work on assembly lines anymore, so why do we still have that mentality? We need to focus on where we add value – and we add value with our energy. “If you look at people who are making fabulous amounts of money, they're making fabulous amounts of money because of the value that they're adding – not because of the time they’re spending.” The key is to focus on energy flows. None of us are at 100% peak all day long so you should take note of the times that you are most efficient and effective and schedule the most intellectually challenging work at those times. After that, Greg has two big suggestions for maximizing the amount of energy you have in those times: <ul> <li>Get at least seven hours of sleep.</li> <li>Drink a lot of water.</li> </ul> Your energy is maximized when you have seven hours of good sleep (so don’t drink yourself to sleep!). On top of getting energy, your brain is also working while you’re asleep. You can literally solve problems in your sleep. There’s also value to the idea of a midday siesta, or an afternoon power nap. Most people are at their lowest energy between 2:00 and 4:00 in the afternoon, anyway. Sleep or rest will charge your batteries and make you more productive for the rest of the day. The last part of the equation are all of the energy suckers in your environment. We have technology, we have instant messaging, we have texting, we have constant interruptions and, if that's not enough, we’ll pull out our cell phones. Discipline will save your energy. “We're working on a scarce resource. We should manage our time carefully, there’s no question about that, but we keep thinking it's going to give us more time – it's not!” If you have energy and you are purposeful about using it on your most intellectually challenging work, then you can maximize productivity by doing less challenging tasks when you have less energy. Emails don’t need to be checked first thing in the morning. I greatly appreciate Greg coming on the show to share these extremely valuable tips for getting the most out of our energy. A lot of accountants are going to have a much better busy season if they put his advice into action. Resources: <ul> <li><a href="https://www.amazon.com/Getting-UP-Supercharging-Your-Energy-ebook/dp/B01G5TUKQ8" rel="nofollow" target="_blank"> Getting Up!: Supercharging Your Energy</a> by Greg Conderacci</li> <li>Connect with Greg at <a href="http://www.morepersonalenergy.com/home" rel="nofollow" target="_blank">MorePersonalEnergy.com</a></li> <li>Valuable articles for the busy season:</li> <li> <ul> <li><a href="http://petermargaritis.com/wp-content/uploads/2016/01/Busy-Season.pdf" rel="nofollow" target="_blank"> “3 Critical Areas of Personal Well-Being During Busy Season”</a></li> <li><a href="http://petermargaritis.com/wp-content/uploads/2016/01/Peter-Margaritis_Communication-Will-Matter-This-Season.pdf" rel="nofollow" target="_blank"> “Communication Will Matter This Season”</a></li> <li><a href="http://petermargaritis.com/wp-content/uploads/2016/01/ManageYourBusySeason-PeterMargaritis.pdf" rel="nofollow" target="_blank"> “Manage Your Busy Season With a Dose of Humor”</a></li> <li><a href="http://petermargaritis.com/be-the-leader-your-team-needs-this-season/" rel="nofollow" target="_blank"> “Be the Leader Your Team Needs This Season”</a></li> <li><a href="http://petermargaritis.com/your-busy-season-sitcom/" rel="nofollow" target="_blank">“Your Busy Season Sitcom”</a></li> </ul> </li> </ul> Production &amp; Development for Improv Is No Joke by <a href="http://www.podcastmasters.net" rel="nofollow" target="_blank">Podcast Masters</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Ep 35 - Greg Conderacci: The Author of the Book 'Getting UP! Supercharging Your Energy'

Clarke Price

In this episode we are talking to Clarke Price, a retired CEO of the Ohio Society of CPAs and the very first guest on this podcast one year ago. We discuss how the prevalence of social media (and the decline of respectful debate) creates new challenges for leaders and we provide suggestions on how you can overcome these challenges to provide strong leadership in your organization. The Ohio Society’s record of innovative leadership during Clarke’s tenure was recognized by the American Society of Association Executives when the society was selected as one of nine remarkable associations that were part of an extensive nationwide study of successful associations The American Society of Association Executives’ publication,  Seven Measures of Success: What remarkable associations do that others don't, featured the Ohio Society of CPAs as the only state-based membership organization profiled in the seven measures study. Social media fervor is making many organizations far too risk-averse. Organizations are fearful that their membership, customers, or constituency might disagree – loudly, online, demanding a penalty – with any decision or position they publicize... so they do nothing. Fear of risk leads to hesitation, which leads to inaction – and certainly doesn’t lead to innovation. From an improvisational standpoint, the inaction kills me. If we don't make bad decisions, how can we find good decision? Bad decisions are just bridges to good decisions. We need to change the current leadership trend. We can get ahead of these online movements if we train leaders to anticipate and respond to criticism appropriately. Good leadership needs to share the truth, acknowledge disagreements, and (most importantly) communicate a story. You need to tell a story about how the decision was made, why it was important, and what the consequences will be – a story full of emotion, as opposed to facts and figures – and you need to share that story in a variety of forums. Communication strategies may vary but there is one constant: you can't be silent and you can't expect problems will just play out and then go away.  We should expect more, and encourage more, from our leaders; they should be prepared to actually lead, make tough decisions, and think about the future. It’s not enough to just be present.   Resources:   Road to Relevance: 5 Strategies for Competitive Associations by Harrison Coerver and Mary Byers  7 Measures of Success: What Remarkable Associations Do That Others Don't by Jim Collins “Chase One Rabbit: The Power of Small Wins | Philip Kim | TEDxAlbany”   Production &amp; Development for Improv Is No Joke by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode we are talking to Clarke Price, a retired CEO of the Ohio Society of CPAs and the very first guest on this podcast one year ago. We discuss how the prevalence of social media (and the decline of respectful debate) creates new challenges for leaders and we provide suggestions on how you can overcome these challenges to provide strong leadership in your organization. The Ohio Society’s record of innovative leadership during Clarke’s tenure was recognized by the American Society of Association Executives when the society was selected as one of nine remarkable associations that were part of an extensive nationwide study of successful associations The American Society of Association Executives’ publication, <a href="https://www.asaecenter.org/publications/106439-7-measures-of-success-what-remarkable-associations-do-that-others-dontrevised-and-updated-edition" rel="nofollow" target="_blank"> Seven Measures of Success: What remarkable associations do that others don't</a>, featured the Ohio Society of CPAs as the only state-based membership organization profiled in the seven measures study. Social media fervor is making many organizations far too risk-averse. Organizations are fearful that their membership, customers, or constituency might disagree – loudly, online, demanding a penalty – with any decision or position they publicize... so they do nothing. Fear of risk leads to hesitation, which leads to inaction – and certainly doesn’t lead to innovation. From an improvisational standpoint, the inaction kills me. If we don't make bad decisions, how can we find good decision? Bad decisions are just bridges to good decisions. We need to change the current leadership trend. We can get ahead of these online movements if we train leaders to anticipate and respond to criticism appropriately. Good leadership needs to share the truth, acknowledge disagreements, and (most importantly) communicate a story. You need to tell a story about how the decision was made, why it was important, and what the consequences will be – a story full of emotion, as opposed to facts and figures – and you need to share that story in a variety of forums. Communication strategies may vary but there is one constant: you can't be silent and you can't expect problems will just play out and then go away.  We should expect more, and encourage more, from our leaders; they should be prepared to actually lead, make tough decisions, and think about the future. It’s not enough to just be present. Resources: <ul> <li><a href="https://www.amazon.com/dp/B00CA6BL0U/ref=dp-kindle-redirect?_encoding=UTF8&amp;btkr=1" rel="nofollow" target="_blank"> Road to Relevance: 5 Strategies for Competitive Associations</a> by Harrison Coerver and Mary Byers</li> <li><a href="https://www.asaecenter.org/publications/106439-7-measures-of-success-what-remarkable-associations-do-that-others-dontrevised-and-updated-edition" rel="nofollow" target="_blank"> 7 Measures of Success: What Remarkable Associations Do That Others Don't</a> by Jim Collins</li> <li><a href="https://www.youtube.com/watch?v=oOrX-M-dkSI" rel="nofollow" target="_blank">“Chase One Rabbit: The Power of Small Wins | Philip Kim | TEDxAlbany”</a> </li> </ul> Production &amp; Development for Improv Is No Joke by <a href="http://www.podcastmasters.net" rel="nofollow" target="_blank">Podcast Masters</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Ep. 56 - Clarke Price | The Leadership Problem: How Social Media is Making Organizations Risk-Averse

Amy Vetter

This is an exciting time to be in the accounting profession – we are at a turning point, and the profession is recognizing that just counting beans is not going to get us into the next century (or even the next decade). We need to change our role and relationships with our clients, and we need to be proactive about investing in developing technologies that will allow us to do so.   That’s why I sat down to talk with Amy Vetter, a key influencer in the accounting industry and an accomplished tech executive, entrepreneur, and keynote speaker. Amy is the author of  Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, the CPA and accounting professions' guide to the future of delivering advisory services to their clients.   I've been dying to interview Amy since I saw her speak at the 2018 National CPE Educators Conference in New Orleans. She was the kick-off keynote speaker of this conference, and let me just sum her presentation up: She knocked us over!   Amy just understands what the profession needs going forward, and on top of that, she has a knack for explaining what the profession needs going forward – and that’s why her book is so valuable.   Integrative Advisory Services is a toolbox that any firm can pick up (and should) if they want to begin thinking differently.   It’s an effective (and surprisingly interesting) accounting book because there are a lot of stories; real life experiences that relate to how we can help clients, the challenges that the profession is facing with technology, and what we can do about it.   One of the key ideas in the book is that we need to evolve our relationship with our clients. We need to become CHERISHED Business Advisors – not trusted.   We've been talking about being the ‘trusted business advisor’ in the profession for a long time, but if you look up the definition of trusted, it means you’re being honest and sincere.   “And to me that doesn't describe that relationship because that's what we should be. We take ethics courses. We have a CPA exam and say we're going to be ethical… I don't feel like that's something that you should be striving for. You just should be that.”   What you want to strive for is being cherished – when clients can't imagine not having you as part of their business because you are providing so much value. Money isn’t an issue because you're an integral part of their business.   “As an advisor, you’re helping to save businesses. You're helping them stay in business. You're helping their families, their employees’ families. It's the most rewarding job as an accountant, I believe, when you can get in that role.”   --   Resources:  Learn more at AmyVetter.com Connect with Amy: Twitter | Facebook | LinkedIn | Instagram  Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud      Business, Balance, and Bliss: How the B3 Method Can Transform Your Career and Life     Watch Amy’s TEDxTalk: "Disconnect to Connect: The path to work-life harmony"  --  Change Your Mindset is produced by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

This is an exciting time to be in the accounting profession – we are at a turning point, and the profession is recognizing that just counting beans is not going to get us into the next century (or even the next decade). We need to change our role and relationships with our clients, and we need to be proactive about investing in developing technologies that will allow us to do so. That’s why I sat down to talk with Amy Vetter, a key influencer in the accounting industry and an accomplished tech executive, entrepreneur, and keynote speaker. Amy is the author of <a href="https://www.amazon.com/Integrative-Advisory-Services-Expanding-Accounting/dp/1119415977/ref=la_B072MK4MLK_1_2?s=books&amp;ie=UTF8&amp;qid=1497655027&amp;sr=1-2&amp;ct=t(Amys_Newsletter9_21_2017)&amp;mc_cid=3071a7f027&amp;mc_eid=608972a8558972a855" rel="nofollow" target="_blank"> Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud</a>, the CPA and accounting professions' guide to the future of delivering advisory services to their clients. I've been dying to interview Amy since I saw her speak at the 2018 National CPE Educators Conference in New Orleans. She was the kick-off keynote speaker of this conference, and let me just sum her presentation up: She knocked us over! Amy just understands what the profession needs going forward, and on top of that, she has a knack for explaining what the profession needs going forward – and that’s why her book is so valuable. Integrative Advisory Services is a toolbox that any firm can pick up (and should) if they want to begin thinking differently. It’s an effective (and surprisingly interesting) accounting book because there are a lot of stories; real life experiences that relate to how we can help clients, the challenges that the profession is facing with technology, and what we can do about it. One of the key ideas in the book is that we need to evolve our relationship with our clients. We need to become CHERISHED Business Advisors – not trusted. We've been talking about being the ‘trusted business advisor’ in the profession for a long time, but if you look up the definition of trusted, it means you’re being honest and sincere. “And to me that doesn't describe that relationship because that's what we should be. We take ethics courses. We have a CPA exam and say we're going to be ethical… I don't feel like that's something that you should be striving for. You just should be that.” What you want to strive for is being cherished – when clients can't imagine not having you as part of their business because you are providing so much value. Money isn’t an issue because you're an integral part of their business. “As an advisor, you’re helping to save businesses. You're helping them stay in business. You're helping their families, their employees’ families. It's the most rewarding job as an accountant, I believe, when you can get in that role.” -- Resources: <ul> <li>Learn more at <a href="https://www.amyvetter.com/" rel="nofollow" target="_blank">AmyVetter.com</a></li> <li>Connect with Amy: <a href="https://twitter.com/AmyVetterCPA?lang=en" rel="nofollow" target="_blank">Twitter</a> | <a href="https://www.facebook.com/AmyVetterCPA/?ref=br_rs" rel="nofollow" target="_blank">Facebook</a> | <a href="https://www.linkedin.com/in/amyvettercpa/" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.instagram.com/amyvettercpa/" rel="nofollow" target="_blank">Instagram</a></li> <li><a href="https://www.amazon.com/Integrative-Advisory-Services-Expanding-Accounting/dp/1119415977/ref=la_B072MK4MLK_1_2?s=books&amp;ie=UTF8&amp;qid=1497655027&amp;sr=1-2&amp;ct=t(Amys_Newsletter9_21_2017)&amp;mc_cid=3071a7f027&amp;mc_eid=608972a8558972a855" rel="nofollow" target="_blank"> Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud</a></li> </ul> <ul> <li><a href="https://www.amazon.com/Business-Balance-Bliss-Method-Transform/dp/0998014400/ref=asap_bc?ie=UTF8" rel="nofollow" target="_blank"> Business, Balance, and Bliss: How the B3 Method Can Transform Your Career and Life</a></li> </ul> <ul> <li>Watch Amy’s TEDxTalk: <a href="https://www.youtube.com/watch?v=c1WYlK-gUME" rel="nofollow" target="_blank">"Disconnect to Connect: The path to work-life harmony"</a></li> </ul> -- Change Your Mindset is produced by <a href="http://www.podcastmasters.net" rel="nofollow" target="_blank">Podcast Masters</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S2E1 - Amy Vetter | The Future of Accounting: How Firms Need to Change & Why We Need to Become Cherished Business Advisors

Susanna Goulder

Today’s guest, Reverend Susanna Goulder, is a life purpose coach and President of Live Your Good Life Coaching. She specializes in helping entrepreneurs and professionals quiet their minds to align with their innate strengths, values, and purpose. In a previous life, Susanna was the original set decorator for Sex and the City. The industry put obstacles between her and happiness, so Susanna left her successful career in Motion Pictures and Television and entered the seminary to lead a purpose-driven life. Susanna had it all and everything looked good on the outside, but inside she felt like a square peg in a round hole. The only thing she knew was that she wasn’t happy. When you feel like that, the ultimate challenge is to not beat yourself up and, instead, listen. “There’s purpose everywhere. It’s just finding out how to settle into where you are expressing your strength.” We often talk about listening on Improv is no Joke, but we don’t spend enough time talking about listening to yourself. This isn’t entirely our fault – in fact, it’s a challenge because the human brain is out of balance. The left side of the brain - which is pragmatic, survival-oriented, and analytical - is wired like a superhighway. The right side of our brain - which is more creative - is wired more like a dirt road. The left side of the brain is underdeveloped and underutilized.   When we feel overworked or out of place, we need to quiet our mind and let the left side of your brain rest. Be patient. “We need to listen well with others, but we also need to listen well with ourselves.” Your best life is continually coming to life, and watching what's happening in your life will guide you. But you have to be quiet because, if you're using your mind to direct yourself, then you're not listening to the world around you giving you signs. It doesn't matter if we think of ourselves as left brained or right brained people. What we want to do is find ways, when we get stuck and we're pushing at the work in front of us, to just step away and quiet our minds. “We want it to be easy, and well-being is easy when you're in the right place doing the right thing.” If you want more resources or support, you can go to Live-Good-Life.com. Susanna also has some live events coming up in May and June. You can learn more about her upcoming book, Manifest Your Big Best Life: Love What You Do, by heading over to her website or shooting her an email. Resources:  Connect with Susanna: live-good-life.com | LinkedIn | susanna@live-good-life.com    Production &amp; Development for Improv Is No Joke by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

Today’s guest, Reverend Susanna Goulder, is a life purpose coach and President of Live Your Good Life Coaching. She specializes in helping entrepreneurs and professionals quiet their minds to align with their innate strengths, values, and purpose. In a previous life, Susanna was the original set decorator for Sex and the City. The industry put obstacles between her and happiness, so Susanna left her successful career in Motion Pictures and Television and entered the seminary to lead a purpose-driven life. Susanna had it all and everything looked good on the outside, but inside she felt like a square peg in a round hole. The only thing she knew was that she wasn’t happy. When you feel like that, the ultimate challenge is to not beat yourself up and, instead, listen. “There’s purpose everywhere. It’s just finding out how to settle into where you are expressing your strength.” We often talk about listening on Improv is no Joke, but we don’t spend enough time talking about listening to yourself. This isn’t entirely our fault – in fact, it’s a challenge because the human brain is out of balance. The left side of the brain - which is pragmatic, survival-oriented, and analytical - is wired like a superhighway. The right side of our brain - which is more creative - is wired more like a dirt road. The left side of the brain is underdeveloped and underutilized.   When we feel overworked or out of place, we need to quiet our mind and let the left side of your brain rest. Be patient. “We need to listen well with others, but we also need to listen well with ourselves.” Your best life is continually coming to life, and watching what's happening in your life will guide you. But you have to be quiet because, if you're using your mind to direct yourself, then you're not listening to the world around you giving you signs. It doesn't matter if we think of ourselves as left brained or right brained people. What we want to do is find ways, when we get stuck and we're pushing at the work in front of us, to just step away and quiet our minds. “We want it to be easy, and well-being is easy when you're in the right place doing the right thing.” If you want more resources or support, you can go to <a href="http://www.live-good-life.com" rel="nofollow" target="_blank">Live-Good-Life.com</a>. Susanna also has some <a href="http://www.live-good-life.com/Events.html" rel="nofollow" target="_blank">live events</a> coming up in May and June. You can learn more about her upcoming book, Manifest Your Big Best Life: Love What You Do, by heading over to her website or shooting her an <a href="mailto:susanna@live-good-life.com">email</a>. Resources: <ul> <li>Connect with Susanna: <a href="http://www.live-good-life.com/" rel="nofollow" target="_blank">live-good-life.com</a> | <a href="https://www.linkedin.com/in/susannamargaretgoulder/" rel="nofollow" target="_blank">LinkedIn</a> | <a href="mailto:susanna@live-good-life.com">susanna@live-good-life.com</a></li> </ul> Production &amp; Development for Improv Is No Joke by <a href="http://www.podcastmasters.net" rel="nofollow" target="_blank">Podcast Masters</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Ep. 50 - Finding Happiness in Your Life with Reverend Susanna Goulder

Chrissie 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, she was hooked on the puzzle of finding out how people were stealing money and how much was taken. She went through the CPA exam, and transferred herself to a firm that specializes in forensic accounting so she could grow in that niche.To learn more, and for the complete show notes, visit: petermargaritis.comResources:Learn more at https://www.powersforensic.com/E-mail: chrissie.powers@powersforensic.comPhone: 614-745-5192Twitter: https://twitter.com/Chrissie_PowersLinkedIn: https://www.linkedin.com/in/chrissiepowers/Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices

Chrissie 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, she was hooked on the puzzle of finding out how people were stealing money and how much was taken. She went through the CPA exam, and transferred herself to a firm that specializes in forensic accounting so she could grow in that niche.To learn more, and for the complete show notes, visit: <a href="http://petermargaritis.com/category/cym-podcasts/" rel="nofollow" target="_blank">petermargaritis.com</a>Resources:Learn more at <a href="https://www.powersforensic.com/" rel="nofollow" target="_blank">https://www.powersforensic.com/</a>E-mail: chrissie.powers@powersforensic.comPhone: 614-745-5192Twitter: <a href="https://twitter.com/Chrissie_Powers" rel="nofollow" target="_blank">https://twitter.com/Chrissie_Powers</a>LinkedIn: <a href="https://www.linkedin.com/in/chrissiepowers/" rel="nofollow" target="_blank">https://www.linkedin.com/in/chrissiepowers/</a>Change Your Mindset is a production of <a href="http://crate.media/" rel="nofollow" target="_blank">Crate Media</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S2E38. Entering the Niche Realm of Forensic Accounting with Chrissie Powers

Mike Sciortino

I’ve been looking forward to this conversation with Michael Sciortino for a very long time. He has over 30 years of experience in the area of marketing, is a keynote speaker and trainer and is the author of ‘Gratitude Marketing.’ He comes to us with a wealth of marketing information and he shares some incredible techniques with us today. He didn’t get into writing his book like many authors do. Instead of writing a book then developing a seminar and teachings/trainings around it, he started with the seminar first. He put all the tools he’s used for years and what he’s learned from others around the country and tested everything out on live seminar attendees. The feedback and experience he received from this was massaged into a user-friendly format within the book. ‘Gratitude Marketing’ is about recognizing and developing meaningful, memorable relationships with the people that you want to work with for the long-term. “I’m about building long-term relationships and you do that by being concerned more with what the customer or client wants than what your agenda might be.” Mike is a masterful client-relationship builder and he tries to establish new working relationships by asking the prospective clients about their practice, their clients and their approach to business. This warm caring attitude will lead the prospective client to choose him as the logical choice because of this. Two of his favorite words to get them on his side are “tell me.” “Tell me about your goals… your objectives… what you want for your kids… what you want to do when you retire.” Gratitude marketing comes naturally to Mike, but some clients or prospective clients don’t see the value in building interpersonal relationships. For these people, Mike asks them what they’ve done in regards to marketing their product. He finds that most traditional marketing speaks at people. Gratitude marketing engages and connects with people. You meet them where they’re at and build a deeper connection through this process. Expressing gratitude isn’t a one-time thing. It’s a consistent practice that can accomplish The 3 R’s:  Retention – it increases client retention. It costs 7x more money to find a new client than to retain a client. Referrals – by far the best marketing strategy is to cultivate a consistent referral program. Client referrals cost effectively doubles your business. Revenues – taking care of retention and referrals takes care of revenues. “Ultimately, people and clients work with people they like, know and trust.”  An incredible expression of gratitude to your current clients that helps to build relationships and which leads to referrals and more business is to personally hand-write three thank you cards every day. There’s always somebody to show gratitude towards, and taking the time to do this is the greatest habit you can build that will be so much more valuable than you could ever imagine. But, all the gratitude in the world won’t help if you don’t have a business worth sharing with others. Mike’s a big believer in “we don’t get what we don’t ask for,” but clients are only willing to refer if you give a service that’s referable. Mike dropped some incredible nuggets of information and some actionable steps we could all jump at right now to improve our businesses no matter the industry. I’m thankful for the time that he gave to me and the podcast today.   IN THIS EPISODE, YOU WILL LEARN:  How building long-term relationships nurtures trust within clients and leads to more business That moving your focus away from the numbers and to the relationships will lead to more than just financial success How writing the book has surprisingly transformed Mike’s own life An exclusive asset retention idea not presented in his book Plus much more…    YES, AND…  Learn more and connect with Mike: LinkedIn | ph 985-705-1824 ‘Gratitude Marketing’ Book: Website : Amazon  Learn more about your ad choices. Visit megaphone.fm/adchoices

I’ve been looking forward to this conversation with Michael Sciortino for a very long time. He has over 30 years of experience in the area of marketing, is a keynote speaker and trainer and is the author of <a href="http://gratitudemarketingbook.com/" rel="nofollow" target="_blank">‘Gratitude Marketing.’</a> He comes to us with a wealth of marketing information and he shares some incredible techniques with us today. He didn’t get into writing his book like many authors do. Instead of writing a book then developing a seminar and teachings/trainings around it, he started with the seminar first. He put all the tools he’s used for years and what he’s learned from others around the country and tested everything out on live seminar attendees. The feedback and experience he received from this was massaged into a user-friendly format within the book. ‘Gratitude Marketing’ is about recognizing and developing meaningful, memorable relationships with the people that you want to work with for the long-term. “I’m about building long-term relationships and you do that by being concerned more with what the customer or client wants than what your agenda might be.” Mike is a masterful client-relationship builder and he tries to establish new working relationships by asking the prospective clients about their practice, their clients and their approach to business. This warm caring attitude will lead the prospective client to choose him as the logical choice because of this. Two of his favorite words to get them on his side are “tell me.” “Tell me about your goals… your objectives… what you want for your kids… what you want to do when you retire.” Gratitude marketing comes naturally to Mike, but some clients or prospective clients don’t see the value in building interpersonal relationships. For these people, Mike asks them what they’ve done in regards to marketing their product. He finds that most traditional marketing speaks at people. Gratitude marketing engages and connects with people. You meet them where they’re at and build a deeper connection through this process. Expressing gratitude isn’t a one-time thing. It’s a consistent practice that can accomplish The 3 R’s: <ul> <li>Retention – it increases client retention. It costs 7x more money to find a new client than to retain a client.</li> <li>Referrals – by far the best marketing strategy is to cultivate a consistent referral program. Client referrals cost effectively doubles your business.</li> <li>Revenues – taking care of retention and referrals takes care of revenues. “Ultimately, people and clients work with people they like, know and trust.”</li> </ul> An incredible expression of gratitude to your current clients that helps to build relationships and which leads to referrals and more business is to personally hand-write three thank you cards every day. There’s always somebody to show gratitude towards, and taking the time to do this is the greatest habit you can build that will be so much more valuable than you could ever imagine. But, all the gratitude in the world won’t help if you don’t have a business worth sharing with others. Mike’s a big believer in “we don’t get what we don’t ask for,” but clients are only willing to refer if you give a service that’s referable. Mike dropped some incredible nuggets of information and some actionable steps we could all jump at right now to improve our businesses no matter the industry. I’m thankful for the time that he gave to me and the podcast today. IN THIS EPISODE, YOU WILL LEARN: <ul> <li>How building long-term relationships nurtures trust within clients and leads to more business</li> <li>That moving your focus away from the numbers and to the relationships will lead to more than just financial success</li> <li>How writing the book has surprisingly transformed Mike’s own life</li> <li>An exclusive asset retention idea not presented in his book</li> <li>Plus much more…</li> </ul> YES, AND… <ul> <li>Learn more and connect with Mike: <a href="https://www.linkedin.com/in/michaelsciortinosr" rel="nofollow" target="_blank">LinkedIn</a> | ph 985-705-1824</li> <li>‘Gratitude Marketing’ Book: <a href="http://gratitudemarketingbook.com/" rel="nofollow" target="_blank">Website</a> : <a href="http://amzn.to/1UJpZVK" rel="nofollow" target="_blank">Amazon</a></li> </ul> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Ep. 2 - Mike Sciortino: Founder & CEO of Gratitude Marketing

I’m really excited to introduce you all to Antonio Ocampo-Guzman, an actor, director, author, and theater teacher originally from Bogotá, Colombia. He is an Associate Professor at Northeastern University, where he teaches all levels of acting, voice, and improvisation – but not just to theater students.   Antonio has developed a number of courses for non-theater students to help people develop their “soft skills,” or interpersonal communication skills – but, as listeners to this podcast know, those skills can be very hard to comprehend and practice.   “When you bring people back to playfulness in theater, they rediscover a childlike sense of innocence, playfulness, winningest, and generosity – which makes life much easier.”   Antonio designed the first one of these courses about five years ago, for the business school. Shortly thereafter, Dean Carla Brodley asked him to design a similar course for the computer science program.   After a short pilot period, it became a required class for every single undergraduate student majoring in Computer and Information Science at Northeastern.   “You’re only alive and compelling when there’s a disruption. The status quo only perpetuates injustices and inequalities… and Improv is all a disruption.”     Resources:  Learn more about Antonio:  camd.northeastern.edu/theatre/people/antonio-ocampo-guzman Connect with Antonio on  LinkedIn Read:  The Inner Game of Tennis by Timothy Gallwey  --   Production &amp; Development for Improv Is No Joke by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

I’m really excited to introduce you all to Antonio Ocampo-Guzman, an actor, director, author, and theater teacher originally from Bogotá, Colombia. He is an Associate Professor at Northeastern University, where he teaches all levels of acting, voice, and improvisation – but not just to theater students. Antonio has developed a number of courses for non-theater students to help people develop their “soft skills,” or interpersonal communication skills – but, as listeners to this podcast know, those skills can be very hard to comprehend and practice. “When you bring people back to playfulness in theater, they rediscover a childlike sense of innocence, playfulness, winningest, and generosity – which makes life much easier.” Antonio designed the first one of these courses about five years ago, for the business school. Shortly thereafter, Dean Carla Brodley asked him to design a similar course for the computer science program. After a short pilot period, it became a required class for every single undergraduate student majoring in Computer and Information Science at Northeastern. “You’re only alive and compelling when there’s a disruption. The status quo only perpetuates injustices and inequalities… and Improv is all a disruption.” Resources: <ul> <li>Learn more about Antonio: <a href="https://camd.northeastern.edu/theatre/people/antonio-ocampo-guzman" rel="nofollow" target="_blank"> camd.northeastern.edu/theatre/people/antonio-ocampo-guzman</a></li> <li>Connect with Antonio on <a href="https://www.linkedin.com/in/antonio-ocampo-guzman-628b5515/" rel="nofollow" target="_blank"> LinkedIn</a></li> <li>Read: <a href="https://www.amazon.com/Inner-Game-Tennis-Classic-Performance/dp/0679778314" rel="nofollow" target="_blank"> The Inner Game of Tennis</a> by Timothy Gallwey</li> </ul> -- Production &amp; Development for Improv Is No Joke by <a href="http://www.podcastmasters.net" rel="nofollow" target="_blank">Podcast Masters</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Ep. 84 - Antonio Ocampo-Guzman: Designing Improv Classes for Business & Computer Science Students

Jennie Scheel

My guest today is Jennie Scheel, CFO of Five Nines Technology Group and a previous attendee of my Financial Storytelling seminar.After the seminar, she sent me an email with a nice compliment about the class and asked if I knew of any great summaries that I could share with her for taking accounting data and turning it into a powerful story… but at that time, and even still, I didn’t know of any.Instead, I helped Jennie develop her story for the organization in exchange for using this exercise as a case study for my upcoming book, Taking the Number Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity. The big problem with presenting accounting information to non-accountants is the language barrier – not everybody speaks the foreign language of Accounting.But on top of that, most of Jennie’s co-workers speak a different foreign language: engineering. So she has to learn a second foreign language and translate that into accounting, then translate all of the relevant information into plain English for executives and clients.So the big question: How do I communicate complex financial information to those who do not speak Accounting?The information is often complex – accounting is difficult! – so our goal should be to make it as simple as possible. Your audience probably doesn’t need to know anything about accrual, debits, or credits. They just need to understand enough about the organization to make the best possible decisions for their business.As John Medina, the author of Brain Rules, says: numbers are boring.Luckily, there's always a story behind the numbers! And the more you can evoke emotion with that story, the more you can keep people awake and attentive, the more impact your presentation will have.After my class, Jennie was able to take a presentation about the balance sheet for her organization and tell a story using a dollar bill to help them understand what the costs were and how the organization became profitable.It might seem like an extremely simplified way to present a balance sheet – and to a degree, it is – but it was a huge success.Jennie received a compliment from one of the employees in the room after that presentation: “She said usually when you used to get up in the meetings, you would smile and act like you were happy about the numbers. So I thought they must be great. I had no idea what you were saying, but then you were smiling so I thought great… But she said this time, when you put the dollar up there, I actually understood what you were talking about – I could understand the business.”You see, when you take the NUMB out of numbers, it leaves you with ERS: effective, relatable stories, which leads to confidence and clarity. So I challenge you to look at your financial presentation and ask yourself: Is it time for a change? If so, give me a call or send me an email: petermargaritis.com/contact.Resources:Learn more about Jennie &amp; Five Nines: gonines.com/project/jennie-scheel-cfo/ -- Change Your Mindset is produced by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest today is Jennie Scheel, CFO of Five Nines Technology Group and a previous attendee of my Financial Storytelling seminar.After the seminar, she sent me an email with a nice compliment about the class and asked if I knew of any great summaries that I could share with her for taking accounting data and turning it into a powerful story… but at that time, and even still, I didn’t know of any.Instead, I helped Jennie develop her story for the organization in exchange for using this exercise as a case study for my upcoming book, Taking the Number Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity. The big problem with presenting accounting information to non-accountants is the language barrier – not everybody speaks the foreign language of Accounting.But on top of that, most of Jennie’s co-workers speak a different foreign language: engineering. So she has to learn a second foreign language and translate that into accounting, then translate all of the relevant information into plain English for executives and clients.So the big question: How do I communicate complex financial information to those who do not speak Accounting?The information is often complex – accounting is difficult! – so our goal should be to make it as simple as possible. Your audience probably doesn’t need to know anything about accrual, debits, or credits. They just need to understand enough about the organization to make the best possible decisions for their business.As John Medina, the author of <a href="http://www.brainrules.net/" rel="nofollow" target="_blank">Brain Rules</a>, says: numbers are boring.Luckily, there's always a story behind the numbers! And the more you can evoke emotion with that story, the more you can keep people awake and attentive, the more impact your presentation will have.After my class, Jennie was able to take a presentation about the balance sheet for her organization and tell a story using a dollar bill to help them understand what the costs were and how the organization became profitable.It might seem like an extremely simplified way to present a balance sheet – and to a degree, it is – but it was a huge success.Jennie received a compliment from one of the employees in the room after that presentation: “She said usually when you used to get up in the meetings, you would smile and act like you were happy about the numbers. So I thought they must be great. I had no idea what you were saying, but then you were smiling so I thought great… But she said this time, when you put the dollar up there, I actually understood what you were talking about – I could understand the business.”You see, when you take the NUMB out of numbers, it leaves you with ERS: effective, relatable stories, which leads to confidence and clarity. So I challenge you to look at your financial presentation and ask yourself: Is it time for a change? If so, give me a call or send me an email: <a href="http://petermargaritis.com/contact/" rel="nofollow" target="_blank">petermargaritis.com/contact</a>.Resources:Learn more about Jennie &amp; Five Nines: <a href="https://gonines.com/project/jennie-scheel-cfo/" rel="nofollow" target="_blank">gonines.com/project/jennie-scheel-cfo/</a> -- Change Your Mindset is produced by <a href="http://www.podcastmasters.net" rel="nofollow" target="_blank">Podcast Masters</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S2E6 - Jennie Scheel | How to Translate Accounting: Communicating the Story Behind the Numbers

Gregory Lainas

Today’s returning guest is Gregory Lainas, Senior Vice President and Division Director of Robert Half Management Services, a division of Robert Half International. Greg is an incredible networker – so good, in fact, that he networked his way into the novel Flashback and was the first person in the history of Robert Half to obtain $20 million in gross margin – and this interview is packed with helpful tips and stories about networking for business development. When we say networking, many of you (particularly accountants) might recoil. The concept is simple - it can be as simple as asking someone a question, and with social networking that ask is even easier -  but networking itself can still feel difficult. Why do so many of us still find networking difficult?  As we grow up, we find our comfort zones and it only gets harder to leave those zones. If social situations aren’t where you feel comfortable, that can be seem like a big obstacle. There’s a fear of failure. Your inner critic says you can’t do it, there’s no point, or you will embarrass yourself.  One way to quiet that inner critic, address your fear, and feel more comfortable is to take some of the pressure off of yourself by reframing your responsibility as a networker. Your primary role is not to talk – it is to listen, be interested, and be attentive. “You’re born with two ears, two eyes, and one mouth. That means you should be listening and watching twice as much as you’re talking.” The Greek philosopher Epictetus once said, “We have two ears and one mouth so that we can listen twice as much as we speak.” Gregory adds that we are also born with two eyes, and he has a great point: when we are networking, we need to be listening with our ears and our eyes. There’s a secret to looking interested and attentive: actually being interested, or even passionate, about what you’re doing! Maybe you don’t actually hate networking – maybe you just don’t like the things you are currently networking about. In baseball, they say there’s only one thing you cannot teach a player to do. You can teach them to hit, you can teach them to throw, you can teach them to field… but you cannot teach them to run. You can teach an accountant to listen, bot can’t teach passion. And you shouldn’t try to fake passion if you don’t have it. Give yourself a break by aligning your interests with your job or business, in some way. If you’re plastic, as Greg calls it, and camouflage your true interests, you won’t actually fool anyone. Another way to think of your role as a networker – and, really, anyone in a service business – is to think of yourself as a doctor for your clients or customers. We're trying to do a diagnosis, and we can't do the diagnosis if we're constantly talking. We have to listen, process, adapt, then prescribe. How can we apply the art of listening and networking to improve business development? The ultimate goal with any business interaction should be to stand out from your competitors and add value to your client or customer. Listening, passion and sincerity are all simple tactics, but they will help. You can also stand out by offering a distinct value proposition… but you won’t know what you can offer if you don’t play the role of the doctor and find their pain, first. Don’t believe it’s that simple? Next time you’re at a business appointment, try starting off with something like this: “Rather than me pontificate about all the services I represent, I'd like to learn more about your business. What keeps you up at night? What's preventing you from getting from point A to Point B?” Wait, listen, and pay attention. The results will speak for themselves. If you take the time to honestly serve your clients, and add value, then you will earn the right to do business with them, and you will set yourself apart from the competition in the process.   Resources:  Connect with Greg on  LinkedIn Robert Half Flashback by Gary Braver  Exciting News: Listen, Learn, and Earn CPE Credits I’m excited to share that I've partnered with the American Association of CPAs and the Business Learning Institute to bring you a new learning opportunity for accounting professionals to earn CPE credits. Starting May 30th, you can earn up to 1 CPE credit for each completed podcast episode purchased for only $29 through the MACPA and Business Learning Institute self-study website. Just listen to an episode you purchase through the website and then take their review and final exam while you're working out, or after listening to an episode on your commute to and from work. It's that easy.  You can learn more about getting CPE credits for listening to the show on my website. While all episodes of the podcast are available on my website, only those purchased through the MACPA BLI self-study website are eligible for CPE credit. Production &amp; Development for Improv Is No Joke by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

Today’s returning guest is Gregory Lainas, Senior Vice President and Division Director of Robert Half Management Services, a division of Robert Half International. Greg is an incredible networker – so good, in fact, that he networked his way into the novel <a href="http://www.garybraver.com/flashback.html" rel="nofollow" target="_blank">Flashback</a> and was the first person in the history of Robert Half to obtain $20 million in gross margin – and this interview is packed with helpful tips and stories about networking for business development. When we say networking, many of you (particularly accountants) might recoil. The concept is simple - it can be as simple as asking someone a question, and with social networking that ask is even easier -  but networking itself can still feel difficult. Why do so many of us still find networking difficult? <ul> <li>As we grow up, we find our comfort zones and it only gets harder to leave those zones. If social situations aren’t where you feel comfortable, that can be seem like a big obstacle.</li> <li>There’s a fear of failure.</li> <li>Your inner critic says you can’t do it, there’s no point, or you will embarrass yourself.</li> </ul> One way to quiet that inner critic, address your fear, and feel more comfortable is to take some of the pressure off of yourself by reframing your responsibility as a networker. Your primary role is not to talk – it is to listen, be interested, and be attentive. “You’re born with two ears, two eyes, and one mouth. That means you should be listening and watching twice as much as you’re talking.” The Greek philosopher Epictetus once said, “We have two ears and one mouth so that we can listen twice as much as we speak.” Gregory adds that we are also born with two eyes, and he has a great point: when we are networking, we need to be listening with our ears and our eyes. There’s a secret to looking interested and attentive: actually being interested, or even passionate, about what you’re doing! Maybe you don’t actually hate networking – maybe you just don’t like the things you are currently networking about. In baseball, they say there’s only one thing you cannot teach a player to do. You can teach them to hit, you can teach them to throw, you can teach them to field… but you cannot teach them to run. You can teach an accountant to listen, bot can’t teach passion. And you shouldn’t try to fake passion if you don’t have it. Give yourself a break by aligning your interests with your job or business, in some way. If you’re plastic, as Greg calls it, and camouflage your true interests, you won’t actually fool anyone. Another way to think of your role as a networker – and, really, anyone in a service business – is to think of yourself as a doctor for your clients or customers. We're trying to do a diagnosis, and we can't do the diagnosis if we're constantly talking. We have to listen, process, adapt, then prescribe. How can we apply the art of listening and networking to improve business development? The ultimate goal with any business interaction should be to stand out from your competitors and add value to your client or customer. Listening, passion and sincerity are all simple tactics, but they will help. You can also stand out by offering a distinct value proposition… but you won’t know what you can offer if you don’t play the role of the doctor and find their pain, first. Don’t believe it’s that simple? Next time you’re at a business appointment, try starting off with something like this: “Rather than me pontificate about all the services I represent, I'd like to learn more about your business. What keeps you up at night? What's preventing you from getting from point A to Point B?” Wait, listen, and pay attention. The results will speak for themselves. If you take the time to honestly serve your clients, and add value, then you will earn the right to do business with them, and you will set yourself apart from the competition in the process. Resources: <ul> <li>Connect with Greg on <a href="https://www.linkedin.com/in/gregory-lainas-cpa-52767621" rel="nofollow" target="_blank"> LinkedIn</a></li> <li><a href="https://www.roberthalf.com" rel="nofollow" target="_blank">Robert Half</a></li> <li><a href="http://www.garybraver.com/flashback.html" rel="nofollow" target="_blank">Flashback</a> by Gary Braver</li> </ul> Exciting News: Listen, Learn, and Earn CPE Credits I’m excited to share that I've partnered with the American Association of CPAs and the Business Learning Institute to bring you a new learning opportunity for accounting professionals to earn CPE credits. Starting May 30th, you can earn up to 1 CPE credit for each completed podcast episode purchased for only $29 through the MACPA and Business Learning Institute self-study website. Just listen to an episode you purchase through the website and then take their review and final exam while you're working out, or after listening to an episode on your commute to and from work. It's that easy. <a href="http://petermargaritis.com/improv-is-no-joke-podcast-for-cpe/" rel="nofollow" target="_blank"> You can learn more about getting CPE credits for listening to the show on my website.</a> While all episodes of the podcast are available on my website, only those purchased through the MACPA BLI self-study website are eligible for CPE credit. Production &amp; Development for Improv Is No Joke by <a href="http://www.podcastmasters.net" rel="nofollow" target="_blank">Podcast Masters</a> Learn more about your ad choices. 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Ep. 52 - Gregory Lainas: Networking for Business Development (and How To Talk Your Way into a Novel)

Jennifer Elder

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 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 CPAs five times. And in 2018, Jennifer earned the designation of Certified Speaking Professional, making her one of only 10 people worldwide who hold both the CPA and CSP designations (but maybe I can push that number from 10 to 11 in 2019).Becoming a Future-Ready CFO &amp; AccountantIn the past, the role of the CFO was primarily looking in the rear-view mirror at the historical financial statements and reporting it to the other people in the car. This tells you where you have been, but it doesn't necessarily tell you where you’re going. “And there's too much change, too much risk out there. The CFO now has to shift that perspective and look forward. They have to start to be able to look into the crystal ball, see what's coming down the pike.”Future-ready CFOs, and future-ready accountants in general, have to think about what's going on in the world and how it might affect your organization, which means you want to be looking at trends. What are the trends in the world at large? What are the trends in your industry?In the accounting and finance world right now, the trend everybody's looking at and talking about is technology. How are things like artificial intelligence going to change everything?When Jennifer teaches classes on the skills of the future and presentation skills, she breaks it down into five words you need to focus on to really add value to your organization: what, so what, and now what.The what is data. The so what is why should they care? If we're talking about the what, we're just presenting the data that we think somebody needs to get, but we have to think about it from our client’s perspective. “Step out of your own head, get into the head of your audience, and think about what's important to them.”Now what, then, is the action that’s going to help your client move forward.Change Your Mindset is now being distributed on C-Suite Radio. You can find Change Your Mindset and many other outstanding business podcasts on C-Suite Radio by going to www.c-suiteradio.com.Resources:Learn more at http://sustainablecfo.com/Check out jenniferelder.comLinkedIn: https://www.linkedin.com/in/jenniferhelderTwitter: https://twitter.com/sustainablecfo--Change Your Mindset is produced by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

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 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 CPAs five times. And in 2018, Jennifer earned the designation of Certified Speaking Professional, making her one of only 10 people worldwide who hold both the CPA and CSP designations (but maybe I can push that number from 10 to 11 in 2019).Becoming a Future-Ready CFO &amp; AccountantIn the past, the role of the CFO was primarily looking in the rear-view mirror at the historical financial statements and reporting it to the other people in the car. This tells you where you have been, but it doesn't necessarily tell you where you’re going. “And there's too much change, too much risk out there. The CFO now has to shift that perspective and look forward. They have to start to be able to look into the crystal ball, see what's coming down the pike.”Future-ready CFOs, and future-ready accountants in general, have to think about what's going on in the world and how it might affect your organization, which means you want to be looking at trends. What are the trends in the world at large? What are the trends in your industry?In the accounting and finance world right now, the trend everybody's looking at and talking about is technology. How are things like artificial intelligence going to change everything?When Jennifer teaches classes on the skills of the future and presentation skills, she breaks it down into five words you need to focus on to really add value to your organization: what, so what, and now what.The what is data. The so what is why should they care? If we're talking about the what, we're just presenting the data that we think somebody needs to get, but we have to think about it from our client’s perspective. “Step out of your own head, get into the head of your audience, and think about what's important to them.”Now what, then, is the action that’s going to help your client move forward.Change Your Mindset is now being distributed on C-Suite Radio. You can find Change Your Mindset and many other outstanding business podcasts on C-Suite Radio by going to <a href="http://www.c-suiteradio.com/" rel="nofollow" target="_blank">www.c-suiteradio.com</a>.Resources:Learn more at <a href="http://sustainablecfo.com/" rel="nofollow" target="_blank">http://sustainablecfo.com/</a>Check out <a href="http://www.jenniferelder.com/" rel="nofollow" target="_blank">jenniferelder.com</a>LinkedIn: <a href="https://www.linkedin.com/in/jenniferhelder/" rel="nofollow" target="_blank">https://www.linkedin.com/in/jenniferhelder</a>Twitter: <a href="https://twitter.com/sustainablecfo" rel="nofollow" target="_blank">https://twitter.com/sustainablecfo</a>--Change Your Mindset is produced by <a href="http://www.podcastmasters.net/" rel="nofollow" target="_blank">Podcast Masters</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

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

Colin Blalock

 Colin Blalock, a shareholder with Jones and Kolb, is a CPA with a very unique set of skills: Colin has developed a talent for understanding the nonverbal messages that people are saying. That's right – He has developed the ability to read body language, and he has delivered a number of conference presentations on this topic.   The importance of reading body language is underscored when you understand how people are interpreting your message: 7 percent is what you say, 38 percent is how you say it (the tone of your voice), and 55 percent is silent body language.   But a lot of us don't take the time to think about our own body language, and that limits how effectively we can communicate with others – or understand what they’re really communicating to us.   Colin’s Challenge &amp; Body Language Cheat Sheet   For the next 30 days, when you get up in the morning, read this cheat sheet – the 13 keys of body language – and try to identify these things during your day. What you see, and learn, will absolutely blow you away.   Key #1  - Initial Meeting  Plan Flash/return flash Eye contact Smile    Key #2  - Spacing  Personal space Correct distance    Key #3 - Conflicts  Unknown male/female (standing and sitting) Standing vs. sitting Avoid deep armchairs    Key #4 - The Handshake  Pressure/length Limp wrist Dominate (counter) Get together Submissive Glove Double touch Shoulder grip    Key #5 - Appearance  Glasses Best face forward    Key #6 - Cooperation/Acceptance  Head tilt Eye contact Smile Speaking to a group – contact    Key #7 - Power Plays  Control time/space The stare – counter Where you sit    Key #8 - Reading Others  Watch for leakage Read my lips Furrowed forehead Buy signs Watch the feet True smile Copying stance/gestures    Key #9 - Common Lying Gestures  No single sign The nose knows Gravity defying gestures and happy feet    Key #10 - Watch the Hands  Touching objects Palms up/down    Key #11 - What about the Eyes?  Audio (side to side) Calculating (down and left) Emotional (down and right) Deception (up and right) Recalling (up and left)    Key #12 - Common Barriers  Arm fold One arm fold How to break the barrier    Key #13 - Practice!     Colin’s Favorite Body Language Books:   Telling Lies, Paul Ekman   Extremely hard to read, but many books use his research. Unless you really like Calculus I would pass.    The Secret Language of Success, David Lewis   First book I read, 31 rules provides a good foundation;       The book cost $0.01 and shipping is $4.24.  Accountants love rules and there are 31 Rules to follow.  Note: three books below cover many of the same points.      The Definitive Book of Body Language, Allan and Barbara Pease   Excellent book and discusses issues up through former President Clinton; Entertaining and useful.    What Every BODY is Saying, Joe Navarro   Real life experiences working with soldiers captured in the Gulf Wars and how the same techniques are applied to interactions today; Works with Fortune 500 companies now; Addresses benchmarking.    Let Me See Your Body Talk, Jan Hargrave   Very good book for singles; Explains social interactions.    The Silent Language of Leaders, Carol Kinsey Goman   Excellent book if preside over meetings or need to get a consensus from a group on issues; Explains why some people “lead” and no one follows.    --   Production &amp; Development for Improv Is No Joke by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

<a href="https://www.joneskolb.com/db-profiles/colin-e-blalock-cpa-pfs-cfp/" rel="nofollow" target="_blank"> Colin Blalock</a>, a shareholder with Jones and Kolb, is a CPA with a very unique set of skills: Colin has developed a talent for understanding the nonverbal messages that people are saying. That's right – He has developed the ability to read body language, and he has delivered a number of conference presentations on this topic. The importance of reading body language is underscored when you understand how people are interpreting your message: 7 percent is what you say, 38 percent is how you say it (the tone of your voice), and 55 percent is silent body language. But a lot of us don't take the time to think about our own body language, and that limits how effectively we can communicate with others – or understand what they’re really communicating to us. Colin’s Challenge &amp; Body Language Cheat Sheet For the next 30 days, when you get up in the morning, read this cheat sheet – the 13 keys of body language – and try to identify these things during your day. What you see, and learn, will absolutely blow you away. Key #1  - Initial Meeting <ul> <li>Plan</li> <li>Flash/return flash</li> <li>Eye contact</li> <li>Smile</li> </ul> Key #2  - Spacing <ul> <li>Personal space</li> <li>Correct distance</li> </ul> Key #3 - Conflicts <ul> <li>Unknown male/female (standing and sitting)</li> <li>Standing vs. sitting</li> <li>Avoid deep armchairs</li> </ul> Key #4 - The Handshake <ul> <li>Pressure/length</li> <li>Limp wrist</li> <li>Dominate (counter)</li> <li>Get together</li> <li>Submissive</li> <li>Glove</li> <li>Double touch</li> <li>Shoulder grip</li> </ul> Key #5 - Appearance <ul> <li>Glasses</li> <li>Best face forward</li> </ul> Key #6 - Cooperation/Acceptance <ul> <li>Head tilt</li> <li>Eye contact</li> <li>Smile</li> <li>Speaking to a group – contact</li> </ul> Key #7 - Power Plays <ul> <li>Control time/space</li> <li>The stare – counter</li> <li>Where you sit</li> </ul> Key #8 - Reading Others <ul> <li>Watch for leakage</li> <li>Read my lips</li> <li>Furrowed forehead</li> <li>Buy signs</li> <li>Watch the feet</li> <li>True smile</li> <li>Copying stance/gestures</li> </ul> Key #9 - Common Lying Gestures <ul> <li>No single sign</li> <li>The nose knows</li> <li>Gravity defying gestures and happy feet</li> </ul> Key #10 - Watch the Hands <ul> <li>Touching objects</li> <li>Palms up/down</li> </ul> Key #11 - What about the Eyes? <ul> <li>Audio (side to side)</li> <li>Calculating (down and left)</li> <li>Emotional (down and right)</li> <li>Deception (up and right)</li> <li>Recalling (up and left)</li> </ul> Key #12 - Common Barriers <ul> <li>Arm fold</li> <li>One arm fold</li> <li>How to break the barrier</li> </ul> Key #13 - Practice! Colin’s Favorite Body Language Books: <ul> <li><a href="https://www.amazon.com/Telling-Lies-Marketplace-Politics-Marriage/dp/0393337456" rel="nofollow" target="_blank"> Telling Lies</a>, Paul Ekman</li> <li> <ul> <li>Extremely hard to read, but many books use his research.</li> <li>Unless you really like Calculus I would pass.</li> </ul> </li> <li><a href="https://www.amazon.com/Secret-Language-Success-Using-Body/dp/0883658941" rel="nofollow" target="_blank"> The Secret Language of Success</a>, David Lewis</li> <li> <ul> <li>First book I read, 31 rules provides a good foundation;</li> </ul> </li> </ul> <ul> <li>The book cost $0.01 and shipping is $4.24.  Accountants love rules and there are 31 Rules to follow.  Note: three books below cover many of the same points.</li> </ul> <ul> <li><a href="https://www.amazon.com/Definitive-Book-Body-Language-Expressions/dp/0553804723" rel="nofollow" target="_blank"> The Definitive Book of Body Language</a>, Allan and Barbara Pease</li> <li> <ul> <li>Excellent book and discusses issues up through former President Clinton;</li> <li>Entertaining and useful.</li> </ul> </li> <li><a href="https://www.amazon.com/What-Every-BODY-Saying-Speed-Reading/dp/0061438294" rel="nofollow" target="_blank"> What Every BODY is Saying</a>, Joe Navarro</li> <li> <ul> <li>Real life experiences working with soldiers captured in the Gulf Wars and how the same techniques are applied to interactions today;</li> <li>Works with Fortune 500 companies now;</li> <li>Addresses benchmarking.</li> </ul> </li> <li><a href="https://www.amazon.com/Let-See-Your-Body-Talk/dp/0787228516" rel="nofollow" target="_blank"> Let Me See Your Body Talk</a>, Jan Hargrave</li> <li> <ul> <li>Very good book for singles;</li> <li>Explains social interactions.</li> </ul> </li> <li><a href="https://www.amazon.com/Silent-Language-Leaders-Help-Hurt-How/dp/0470876360" rel="nofollow" target="_blank"> The Silent Language of Leaders</a>, Carol Kinsey Goman</li> <li> <ul> <li>Excellent book if preside over meetings or need to get a consensus from a group on issues;</li> <li>Explains why some people “lead” and no one follows.</li> </ul> </li> </ul> -- Production &amp; Development for Improv Is No Joke by <a href="http://www.podcastmasters.net" rel="nofollow" target="_blank">Podcast Masters</a> Learn more about your ad choices. 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Ep. 77 - Colin Blalock | It’s Not What You Say That is Heard: Why Reading Body Language is Fun & Profitable

Kristen Rampe

I recently started facilitating an experimental new professional development program called Slide Deck Improv, and today I am excited to introduce you to two of partners in crime in this venture, Kristen Rampe and Jason Lieu. Kristen is the creator of Slide Deck Improv, a 10-year veteran of public accounting, and the owner of Kristen Rampe Consulting. Jason actually worked for Kristen during his short tenure as an accountant, but he left the profession to pursue improv and acting. Now he’s back in the professional services field as a fellow facilitator for Slide Deck Improv. So what is Slide Deck Improv? It’s the most fun way to improve your presentation skills and gain confidence in your abilities, all while practicing the life skill that is improvisation. Slide Deck Improv combines the basic concepts of business communication and improvisation with practical – and fun – hands-on exercises. The groups take part in improv games, culminating in the titular event: people take turns coming onstage, the audience chooses a topic, and then the presenter has to prepare a presentation on that topic using a slide deck they’ve never seen before. In the process, presenters get an opportunity to take a risk in a safe environment, while practicing new communication and storytelling skills. “I think one of the beautiful things about improv is that it shows you what you actually do know and what you actually have internalized; to have a little bit more faith in your abilities and to not feel so insecure in a public realm,” Jason says. “I think a lot of us feel like we can't do it, we don't know how to do it, we don't trust our instincts. [But Slide Deck Improv] opens up a whole new realm for people.” I fell in love with this program the very first time I saw it, and I couldn’t be more excited to be part of it. Because we’re not just teaching business communications skills, we’re teaching everyday life skills. Improv is all about connecting with your audience, no matter who the audience is. It could be your customers, clients, a sales team, family, strangers, whatever – at the end of the day, it comes to people talking to people. And if you can connect with and engage people, you're going to have this newfound confidence in your abilities. If you want to see Slide Deck Improv firsthand, check out these videos of their past presentations  on YouTube.  Resources:Learn more at slidedeckimprov.comFollow Slide Deck Improv: LinkedIn | Facebook | TwitterWant to do this yourself? Learn more about the upcoming Small Group DIY Kit -- Change Your Mindset is produced by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

I recently started facilitating an experimental new professional development program called Slide Deck Improv, and today I am excited to introduce you to two of partners in crime in this venture, Kristen Rampe and Jason Lieu. Kristen is the creator of Slide Deck Improv, a 10-year veteran of public accounting, and the owner of Kristen Rampe Consulting. Jason actually worked for Kristen during his short tenure as an accountant, but he left the profession to pursue improv and acting. Now he’s back in the professional services field as a fellow facilitator for Slide Deck Improv. So what is Slide Deck Improv? It’s the most fun way to improve your presentation skills and gain confidence in your abilities, all while practicing the life skill that is improvisation. Slide Deck Improv combines the basic concepts of business communication and improvisation with practical – and fun – hands-on exercises. The groups take part in improv games, culminating in the titular event: people take turns coming onstage, the audience chooses a topic, and then the presenter has to prepare a presentation on that topic using a slide deck they’ve never seen before. In the process, presenters get an opportunity to take a risk in a safe environment, while practicing new communication and storytelling skills. “I think one of the beautiful things about improv is that it shows you what you actually do know and what you actually have internalized; to have a little bit more faith in your abilities and to not feel so insecure in a public realm,” Jason says. “I think a lot of us feel like we can't do it, we don't know how to do it, we don't trust our instincts. [But Slide Deck Improv] opens up a whole new realm for people.” I fell in love with this program the very first time I saw it, and I couldn’t be more excited to be part of it. Because we’re not just teaching business communications skills, we’re teaching everyday life skills. Improv is all about connecting with your audience, no matter who the audience is. It could be your customers, clients, a sales team, family, strangers, whatever – at the end of the day, it comes to people talking to people. And if you can connect with and engage people, you're going to have this newfound confidence in your abilities. If you want to see Slide Deck Improv firsthand, check out these videos of their past presentations <a href="https://www.youtube.com/channel/UCKLvXBopqYXWpNzbmBQZqzQ" rel="nofollow" target="_blank"> on YouTube</a>. Resources:Learn more at <a href="http://slidedeckimprov.com/" rel="nofollow" target="_blank">slidedeckimprov.com</a>Follow Slide Deck Improv: <a href="https://www.linkedin.com/company/slide-deck-improv/" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.facebook.com/slidedeckimprov" rel="nofollow" target="_blank">Facebook</a> | <a href="https://twitter.com/slidedeckimprov" rel="nofollow" target="_blank">Twitter</a>Want to do this yourself? <a href="https://slidedeckimprov.com/diy/" rel="nofollow" target="_blank">Learn more about the upcoming Small Group DIY Kit</a> -- Change Your Mindset is produced by <a href="http://www.podcastmasters.net/" rel="nofollow" target="_blank">Podcast Masters</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S2E13 - Kristen Rampe & Jason Lieu | Slide Deck Improv: Practice Presentations, Build Confidence, & Have Fun

Tim Sinclair

Tim Sinclair is the Industry Consulting Director at the accounting firm WebsterRogers, and he has worked with more than 350 companies across the U.S. and in a variety of industries. He is passionate about helping business leaders advance and grow their companies so they can, in turn, improve the lives of their employees and their local economy.   We discuss the skills you need to develop a business, how he helps the team at WebsterRogers sharpen their business development skills, and the role improvisation plays in this process.   Business Development 101    You need to know what makes you unique and different, and why someone should do business with you – and you need to be able to succinctly articulate that to a prospect or client. Active listening is a critical skill; be engaged in a conversation and curious so that you can understand what another person struggles with, what their needs are, and how you can help. Consider the whole experience of each meeting, and make it a unique and memorable experience. Bring an item related to their business, a gift, or something else that makes it stand out. Change your mindset around networking. “You’re not out selling – you’re out helping.” You need to have enough confidence in your service and what you provide so that, when you network, you see a bunch of people who need help, and you know you’re able to help them. Your relationships will differentiate you from technology, which will be increasingly important every year. Plus, when you develop business relationships, the likelihood of losing business diminishes dramatically. You should also build relationships with other people in your industry! More often than not, you’re helping each other succeed more instead of competing with each other for the same money.    Resources:  Connect with Tim on LinkedIn Learn more about WebsterRogers  --   Production &amp; Development for Improv Is No Joke by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

Tim Sinclair is the Industry Consulting Director at the accounting firm WebsterRogers, and he has worked with more than 350 companies across the U.S. and in a variety of industries. He is passionate about helping business leaders advance and grow their companies so they can, in turn, improve the lives of their employees and their local economy. We discuss the skills you need to develop a business, how he helps the team at WebsterRogers sharpen their business development skills, and the role improvisation plays in this process. Business Development 101 <ul> <li>You need to know what makes you unique and different, and why someone should do business with you – and you need to be able to succinctly articulate that to a prospect or client.</li> <li>Active listening is a critical skill; be engaged in a conversation and curious so that you can understand what another person struggles with, what their needs are, and how you can help.</li> <li>Consider the whole experience of each meeting, and make it a unique and memorable experience. Bring an item related to their business, a gift, or something else that makes it stand out.</li> <li>Change your mindset around networking. “You’re not out selling – you’re out helping.” You need to have enough confidence in your service and what you provide so that, when you network, you see a bunch of people who need help, and you know you’re able to help them.</li> <li>Your relationships will differentiate you from technology, which will be increasingly important every year. Plus, when you develop business relationships, the likelihood of losing business diminishes dramatically.</li> <li>You should also build relationships with other people in your industry! More often than not, you’re helping each other succeed more instead of competing with each other for the same money.</li> </ul> Resources: <ul> <li>Connect with Tim on <a href="https://www.linkedin.com/in/timsinclair1/" rel="nofollow" target="_blank">LinkedIn</a></li> <li>Learn more about <a href="http://www.websterrogers.com/" rel="nofollow" target="_blank">WebsterRogers</a></li> </ul> -- Production &amp; Development for Improv Is No Joke by <a href="http://www.podcastmasters.net" rel="nofollow" target="_blank">Podcast Masters</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Ep. 82 - Tim Sinclair | Business Development: What Makes Your Business Unique & Different?

Jon Petz

Jon Petz is born to be on stage – so much so that he left his highly successful career as a corporate vice president to fulfill his purpose and passion by helping others laugh louder, perform better, and achieve more. We discuss how he evolved from a corporate executive to a business magician to an opening keynoter and MC, and how you can better engage your audience in any situation (plus, we laugh a lot along the way).   As a speaker and MC, Jon engages and energizes his audience using his amazing art of performance, inspiring stories, and the unique “It’s Showtime” performance philosophy to bring home the belief and genuine desire to create greater impact in what we do and with the people we do it for.   According to Jon, it’s at this point we begin to demonstrate and achieve the sense of significance and making a difference.   Jon doesn’t just talk about the importance of significance – he walks the walk. Moved by a moment in his own life, Jon and his wife created the Miracles &amp; Magic Program with one simple goal: to provide children with a life threatening illness and their families a chance to feel “normal” again, experiencing the comedy and wonderment of magic and laughter.   Jon also wrote a book on the subject, Significance… In Simple Moments, the proceeds of which are donated to charities like Miracles &amp; Magic that help children in life-threatening situations.     Resources:  Learn more at JonPetz.com Connect with Jon: Facebook | Twitter | YouTube Support Miracles &amp; Magic Get a ticket to Jon’s upcoming show - Saturday, Feb. 17th, 2018, at The Lincoln Theater in Columbus, OH  --   Production &amp; Development for Improv Is No Joke by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

Jon Petz is born to be on stage – so much so that he left his highly successful career as a corporate vice president to fulfill his purpose and passion by helping others laugh louder, perform better, and achieve more. We discuss how he evolved from a corporate executive to a business magician to an opening keynoter and MC, and how you can better engage your audience in any situation (plus, we laugh a lot along the way). As a speaker and MC, Jon engages and energizes his audience using his amazing art of performance, inspiring stories, and the unique “It’s Showtime” performance philosophy to bring home the belief and genuine desire to create greater impact in what we do and with the people we do it for. According to Jon, it’s at this point we begin to demonstrate and achieve the sense of significance and making a difference. Jon doesn’t just talk about the importance of significance – he walks the walk. Moved by a moment in his own life, Jon and his wife created the <a href="http://www.miraclesandmagic.com/" rel="nofollow" target="_blank">Miracles &amp; Magic</a> Program with one simple goal: to provide children with a life threatening illness and their families a chance to feel “normal” again, experiencing the comedy and wonderment of magic and laughter. Jon also wrote a book on the subject, <a href="http://www.jonpetz.com/store/#significance" rel="nofollow" target="_blank">Significance… In Simple Moments</a>, the proceeds of which are donated to charities like Miracles &amp; Magic that help children in life-threatening situations. Resources: <ul> <li>Learn more at <a href="http://www.jonpetz.com/" rel="nofollow" target="_blank">JonPetz.com</a></li> <li>Connect with Jon: <a href="https://www.facebook.com/JonPetzKeynoteSpeaker/" rel="nofollow" target="_blank">Facebook</a> | <a href="https://twitter.com/jonpetz" rel="nofollow" target="_blank">Twitter</a> | <a href="https://www.youtube.com/user/BoreNoMore4JonPetz" rel="nofollow" target="_blank">YouTube</a></li> <li>Support <a href="http://www.miraclesandmagic.com/" rel="nofollow" target="_blank">Miracles &amp; Magic</a></li> <li><a href="http://www.miraclesandmagic.com/tickets/" rel="nofollow" target="_blank">Get a ticket to Jon’s upcoming show</a> - Saturday, Feb. 17th, 2018, at The Lincoln Theater in Columbus, OH</li> </ul> -- Production &amp; Development for Improv Is No Joke by <a href="http://www.podcastmasters.net" rel="nofollow" target="_blank">Podcast Masters</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Ep. 89 - Jon Petz: Laugh Louder, Perform Better, & Achieve More

Brian Comerford

Nick Lozano

Brian 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 empathy are the keys to a successful culture.To learn more, and for the complete show notes, visit: petermargaritis.comResources: Podcast: leadexe.com  Brian’s LinkedIn: linkedin.com/in/briancomerford  Nick’s LinkedIn: linkedin.com/in/nick-lozano-97356621  Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian 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 <a href="http://Radiovalve.com" rel="nofollow" target="_blank">Radiovalve.com</a>, 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 empathy are the keys to a successful culture. To learn more, and for the complete show notes, visit: <a href="http://petermargaritis.com/category/cym-podcasts/" rel="nofollow" target="_blank">petermargaritis.com</a> Resources:<ul> <li>Podcast: <a href="http://www.leadexe.com" rel="nofollow" target="_blank">leadexe.com</a> </li> <li>Brian’s LinkedIn: <a href="https://www.linkedin.com/in/briancomerford/" rel="nofollow" target="_blank">linkedin.com/in/briancomerford</a> </li> <li>Nick’s LinkedIn: <a href="https://www.linkedin.com/in/nick-lozano-97356621/" rel="nofollow" target="_blank">linkedin.com/in/nick-lozano-97356621</a> </li> </ul> Change Your Mindset is a production of <a href="http://crate.media" rel="nofollow" target="_blank">Crate Media</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S3E1. Ego is Getting in the Way of Empathy with Brian Comerford & Nick Lozano

Peter Frampton

Peter 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 on the organization.To learn more, and for the complete show notes, visit: petermargaritis.comResources: Learn more: https://www.coloraccounting.com  Watch: https://www.coloraccounting.com/offer-haw  LinkedIn: https://www.linkedin.com/in/peterframpton  Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter 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 on the organization. To learn more, and for the complete show notes, visit: <a href="http://petermargaritis.com/category/cym-podcasts/" rel="nofollow" target="_blank">petermargaritis.com</a> Resources:<ul> <li>Learn more: <a href="https://www.coloraccounting.com" rel="nofollow" target="_blank">https://www.coloraccounting.com</a> </li> <li>Watch: <a href="https://www.coloraccounting.com/offer-haw" rel="nofollow" target="_blank">https://www.coloraccounting.com/offer-haw</a> </li> <li>LinkedIn: <a href="https://www.linkedin.com/in/peterframpton/" rel="nofollow" target="_blank">https://www.linkedin.com/in/peterframpton</a> </li> </ul> Change Your Mindset is a production of <a href="http://crate.media" rel="nofollow" target="_blank">Crate Media</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S3E3. Making Accounting Come Alive with Peter Frampton

David Brobeck

Dr. David Brobeck (AKA The Problem-Solving Professor) is a professional speaker and a professor of graduate education at Walsh University. His current academic focus is researching various means to enhancing teaching and learning based on neuroscience. Regardless of the endeavor, David believes learning should be fun – and I agree!   In this interview, Dr. Brobeck shares tips and techniques we can use to make learning fun in order to increase the audience member retention rate, whether we’re presenting, teaching, at work, or at home.   Dr. Brobeck starts every presentation with a slide saying, “If you're not a fun person, you may hate the session.” He then goes on to explain that, even if you’re not fun, you might want to fake it because the brain can't tell the difference – and we know people learn more and retain more when there is humor involved.   If you look at the traditional lecture style of speaking, there’s no engagement. It's just boring data. It's just not connecting with them, and it creates boredom.   This positive or negative reaction to stimuli, whether genuine or faked, is controlled by our body’s limbic system. Amy Cuddy, a professor at Harvard and TEDTalk presenter, talks about how this system releases endorphins and cortisol into our brain, and how that affects retention.   Laughter releases endorphins, and we learn more when we have endorphins being released in our brain. Conversely, cortisol is released when we need to protect ourselves. So a stressful or boring classroom can actually cause the brain to start to protect itself, and then you don't learn as much.   You also need to let the brain shift tasks occasionally, if you want it to process and retain information. Dr. Brobeck implements a simple tool called the QRST method:  Question - The presenter / teacher / boss poses a question related to the information they are presenting. Reflect - The audience is asked to reflect on this question for 10-30 seconds. Share - They are then asked to pair up and share their thoughts on the question with another person. After 30 seconds, the presenter gets everyone’s attention and tells everyone to switch so the second person can also share their thoughts for 30 seconds. Team - After everyone shares their thoughts with someone else, the presenter asks people to share what their partner told them.    Another powerful and fun presentation tool is storytelling. When people hear a good story, they equate it to their own life – and they climb inside that story with the storyteller, and they start to live with that person. So we remember experiences better when we feel like we’ve had them, and some stories are so powerful that we never forget them.   Resources:  Learn more about Dr. Brobeck: nsaohio.com/members/name/david-brobeck/ Watch Amy Cuddy’s TEDTalk:  Your body language may shape who you are  --   Production &amp; Development for Improv Is No Joke by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. David Brobeck (AKA The Problem-Solving Professor) is a professional speaker and a professor of graduate education at Walsh University. His current academic focus is researching various means to enhancing teaching and learning based on neuroscience. Regardless of the endeavor, David believes learning should be fun – and I agree! In this interview, Dr. Brobeck shares tips and techniques we can use to make learning fun in order to increase the audience member retention rate, whether we’re presenting, teaching, at work, or at home. Dr. Brobeck starts every presentation with a slide saying, “If you're not a fun person, you may hate the session.” He then goes on to explain that, even if you’re not fun, you might want to fake it because the brain can't tell the difference – and we know people learn more and retain more when there is humor involved. If you look at the traditional lecture style of speaking, there’s no engagement. It's just boring data. It's just not connecting with them, and it creates boredom. This positive or negative reaction to stimuli, whether genuine or faked, is controlled by our body’s limbic system. Amy Cuddy, a professor at Harvard and TEDTalk presenter, talks about how this system releases endorphins and cortisol into our brain, and how that affects retention. Laughter releases endorphins, and we learn more when we have endorphins being released in our brain. Conversely, cortisol is released when we need to protect ourselves. So a stressful or boring classroom can actually cause the brain to start to protect itself, and then you don't learn as much. You also need to let the brain shift tasks occasionally, if you want it to process and retain information. Dr. Brobeck implements a simple tool called the QRST method: <ul> <li>Question - The presenter / teacher / boss poses a question related to the information they are presenting.</li> <li>Reflect - The audience is asked to reflect on this question for 10-30 seconds.</li> <li>Share - They are then asked to pair up and share their thoughts on the question with another person. After 30 seconds, the presenter gets everyone’s attention and tells everyone to switch so the second person can also share their thoughts for 30 seconds.</li> <li>Team - After everyone shares their thoughts with someone else, the presenter asks people to share what their partner told them.</li> </ul> Another powerful and fun presentation tool is storytelling. When people hear a good story, they equate it to their own life – and they climb inside that story with the storyteller, and they start to live with that person. So we remember experiences better when we feel like we’ve had them, and some stories are so powerful that we never forget them. Resources: <ul> <li>Learn more about Dr. Brobeck: <a href="http://www.nsaohio.com/members/name/david-brobeck/" rel="nofollow" target="_blank">nsaohio.com/members/name/david-brobeck/</a></li> <li>Watch Amy Cuddy’s TEDTalk: <a href="https://www.ted.com/talks/amy_cuddy_your_body_language_shapes_who_you_are" rel="nofollow" target="_blank"> Your body language may shape who you are</a></li> </ul> -- Production &amp; Development for Improv Is No Joke by <a href="http://www.podcastmasters.net" rel="nofollow" target="_blank">Podcast Masters</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Ep. 76 - Dr. David Brobeck: How FUN Increases Engagement & Retention

Mihaela Jekic

Dr. 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: petermargaritis.comResources: Learn more at: moneyformeaning.com  TedX Talk: https://youtu.be/7gDUe96hTdI  Money for Meaning: Philosophy for a Life of Extraordinary Freedom: amazon.com/Money-Meaning-Philosophy-Extraordinary-Freedom/dp/0997963905  Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. 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: <a href="http://petermargaritis.com/category/cym-podcasts/" rel="nofollow" target="_blank">petermargaritis.com</a> Resources:<ul> <li>Learn more at: <a href="https://moneyformeaning.com/" rel="nofollow" target="_blank">moneyformeaning.com</a> </li> <li>TedX Talk: <a href="https://youtu.be/7gDUe96hTdI" rel="nofollow" target="_blank">https://youtu.be/7gDUe96hTdI</a> </li> <li>Money for Meaning: Philosophy for a Life of Extraordinary Freedom: <a href="https://www.amazon.com/Money-Meaning-Philosophy-Extraordinary-Freedom/dp/0997963905" rel="nofollow" target="_blank">amazon.com/Money-Meaning-Philosophy-Extraordinary-Freedom/dp/0997963905</a> </li> </ul> Change Your Mindset is a production of <a href="http://crate.media" rel="nofollow" target="_blank">Crate Media</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S2E41. From Fear of Public Speaking to TedX Through Improv with Dr. Mihaela Jekic

Mary Foley

Mary Foley energizes female entrepreneurs with the clarity, confidence, and tools to attract, engage, and win more clients. She is an author, energizing keynote speaker, business mentor, host of the P.O.W.E.R. Plug Podcast, and a lover of red capes.   On today’s episode, we discuss her book Bodacious! Woman: Outrageously in Charge of Your Life and Lovin’ It! Her sense of humor and positivity comes through on every page of – as it does every minute of this podcast!   This book isn’t just for women, either. Her stories encapsulate the principles of improvisation and the philosophy of Yes, And (which is especially evident when she shares the story of showing up to work without a pair of pants).   If you look at Mary Foley’s website, you’ll see that being “bodacious” is more than something she uses to brand her content – it’s a personal rallying cry.   “I realize that if I want to create the career I want, let alone the life I want, I need to get more bold and more guts – and that’s why the word ‘Bodacious’ became a personal rallying cry.”   When you read the book, or hear Mary describe her journey towards bodaciousness, you’ll see that she is willing to do something that is very scary for a lot of people: take risks.   And if you are, like many of us, wary of taking a risk because you don’t know what’s going to happen, because you might fail, Mary has two words for you – So what?   If you try and something doesn’t work out, so what? You might be working off of a bad definition for failure, anyway. Mary’s definition of failure is “simply not trying,” and making that internal mindset shift can dramatically change your relationship with risk.   “Your ability to take risks more easily and often, bounce back, and have a ‘Yes, And’ perspective isn’t just a nice thing – it’s more and more a critical strategy for not just surviving, but thriving.”     Resources:  Learn more at MaryFoley.com Read: Bodacious! Woman: Outrageously in Charge of Your Life and Lovin’ It! Download Mary’s FREE eBook: “How to Thrive on Change for Your Career…Now More Than Ever!” Listen: P.O.W.E.R. Plug Podcast  --  Production &amp; Development for Improv Is No Joke by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

Mary Foley energizes female entrepreneurs with the clarity, confidence, and tools to attract, engage, and win more clients. She is an author, energizing keynote speaker, business mentor, host of the <a href="https://maryfoley.com/category/power-plug-podcast/" rel="nofollow" target="_blank">P.O.W.E.R. Plug Podcast</a>, and a lover of red capes. On today’s episode, we discuss her book <a href="https://maryfoley.com/resources/" rel="nofollow" target="_blank">Bodacious! Woman: Outrageously in Charge of Your Life and Lovin’ It!</a> Her sense of humor and positivity comes through on every page of – as it does every minute of this podcast! This book isn’t just for women, either. Her stories encapsulate the principles of improvisation and the philosophy of Yes, And (which is especially evident when she shares the story of showing up to work without a pair of pants). If you look at Mary Foley’s website, you’ll see that being “bodacious” is more than something she uses to brand her content – it’s a personal rallying cry. “I realize that if I want to create the career I want, let alone the life I want, I need to get more bold and more guts – and that’s why the word ‘Bodacious’ became a personal rallying cry.” When you read the book, or hear Mary describe her journey towards bodaciousness, you’ll see that she is willing to do something that is very scary for a lot of people: take risks. And if you are, like many of us, wary of taking a risk because you don’t know what’s going to happen, because you might fail, Mary has two words for you – So what? If you try and something doesn’t work out, so what? You might be working off of a bad definition for failure, anyway. Mary’s definition of failure is “simply not trying,” and making that internal mindset shift can dramatically change your relationship with risk. “Your ability to take risks more easily and often, bounce back, and have a ‘Yes, And’ perspective isn’t just a nice thing – it’s more and more a critical strategy for not just surviving, but thriving.” Resources: <ul> <li>Learn more at <a href="https://maryfoley.com/" rel="nofollow" target="_blank">MaryFoley.com</a></li> <li>Read: <a href="https://maryfoley.com/resources/" rel="nofollow" target="_blank">Bodacious! Woman: Outrageously in Charge of Your Life and Lovin’ It!</a></li> <li>Download Mary’s FREE eBook: <a href="https://maryfoley.com/free-e-book/" rel="nofollow" target="_blank">“How to Thrive on Change for Your Career…Now More Than Ever!”</a></li> <li>Listen: <a href="https://maryfoley.com/category/power-plug-podcast/" rel="nofollow" target="_blank">P.O.W.E.R. Plug Podcast</a></li> </ul> -- Production &amp; Development for Improv Is No Joke by <a href="http://www.podcastmasters.net" rel="nofollow" target="_blank">Podcast Masters</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Ep. 92 - Mary Foley: Don a Red Cape, Be Bodacious, & Take Charge of Your Life

Byron Patrick

Overwhelmed by trying to stay current with the rapid change in technology? Have sleepless nights because you fear that someone will #hack into your company? Just need IT help? Then this episode is for you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Overwhelmed by trying to stay current with the rapid change in technology? Have sleepless nights because you fear that someone will #hack into your company? Just need IT help? Then this episode is for you. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

S2E9 - Byron Patrick | Staying Ahead of Technology: Trends You Need to Know & What You Can Do to Protect Yourself 

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