References

“Peter is an outstanding communicator who delivers results. A consummate professional, Pete’s skills and experience are first-rate, making a very positive difference at professional services firms and other organizations.

—Rob Nance
Marketing Management at Nationwide Financial

 

“I am on the Program Committee for the Indiana State SHRM Conference (one of the largest in the nation) and I was very pleased wit the results Peter got in our “Master’s Track.” This is a tough audience of senior executives with high standards, and Peter engaged them perfectly, delivered great material, and had them all entertained for an entire day. Very few people could have done what Peter did – teaching advanced business skills to a very high-level audience. If you have any training or facilitation or keynote opportunity, I can’t recommend Peter enough.”

—Karl Ahlrichs
Consultant at Gregory & Appel Insurance

 
 

“We engaged Peter to present two sessions for our in-house training. Topics were ‘How to Dump SALY–Same As Last Year’ and ‘Improv Is No Joke’. Soft skills are tough to teach in a large group setting. Peter did a great job of prepping examples and specific scenarios tailored for our company. He also engaged our group and everyone had fun and learned. I would highly recommend The Accidental Accountant!”

—Lori Kaiser
Founder and CEO, Kaiser Consulting

 
 

“A couple of major takeaways from the short time we spent with you is that we truly learned how to listen to each other and to drop our own personal agendas. The ability to communicate in life and with our customers is not necessarily a hard recipe but it is hard to consistently implement and live by. The exercises you walked us through that employed the “Yes, and” philosophy are lasting memories and are something that we have all benefited from. By listening to our customers and staff, I know we have already performed at a higher level and are better able to add value to the people we are interacting with. Adding value and understanding that we are in the people business will drive our success in the future.”

—Ryan L. Parker
President & CEO, Endicott

 

“Peter presented at the 2017 ASCPA Accounting & Reporting conference last week. The audience was thrilled! Fantastic presentation. The enthusiasm and real world examples made the financial topic very easy to keep everyone’s interest. Thank you so much for speaking at our conference! We look forward to having you again in the future.”

—Laura Ward
Director of Assurance, CliftonLarsonAllen

 
 
“Peter is spot on in this course he teaches… This course taught me how the details that our analytical minds are use seeing and showing; is not necessarily the best approach for our audience to get the intended message. There are so many critical elements and take-a-ways you can learn from your audience. I practice this in my daily interaction. It’s a course I would take annually and use to assess my growth. It’s critical for accountants to be able to the story of the numbers… Worth it – take it.”
—Nikki Cooper
President, N.Parler & Associates, LLC

 

“As executive director of the Ohio Society of Association Executives, I’ve had the distinct pleasure of utilizing Peter and his remarkable skills as a presenter to both a small- and large-group setting. He not only engaged his audiences well, but he left them wanting just a little bit more – the true mark of an excellent presenter. Not only did he strike up fast friendships with the group, he was flexible and fun to work with – and easy – a true gift to any meeting event planner.”
—Jarrod Clabaugh
Executive Director, Ohio Society of Association Executives

 

“Pete’s presentation was funny, insightful, and helped me reframe how I approach challenges. I’m a big fan of ‘Yes, and…’!”
—Chris Zimmer
Communications Manager, Ohio Association of School Business Officials

 

“Peter’s work is great for professionals, entrepreneurs, and business owners alike. He does a great job linking applicable improvisational techniques to real-life challenges in an informative and entertaining way. His podcast interviews are so interesting and insightful – while still fun to listen to! If you ever get a chance to hear him speak, don’t miss out. Peter’s personality, passion, and knowledge are unrivaled.”
—Brette Rowley
Founder of BrettRowley, LLC

 

“Pete did a great job interviewing us for podcast #23. Not only did he ask really good questions, he made the entire experience fun. Yes, and…it should be an important part of the conversation at every business. Thanks, Pete!”
—Claudia Trusty
Trusty & Company

 

“Thank your for being the kick-off speaker for the 2016 Conference of Accountants at the University of Tulsa.  You definitely met your goal of being both informative and entertaining.  Not only can I use what I learned in my professional life, I can use it in my personal relationships too.  That’s high praise for an accounting CPE session!”
—Tracy S. Manly, PhD, CPA
ONEOK Professor of Accounting, May 2016

 

“Today, by mistake, I attended your seminar: Leveraging Leadership through Improvisation. As you may have noticed, I arrived late because I was supposed to attend another class. Regardless, I decided to stay, and I am extremely grateful I did. Without doubt, your presentation was the most engaging and valuable seminar I have attended in 30 years of practice. Your use of volunteers to participate and convey communication concepts was extremely effective. Your patience and polite prodding to engage volunteers reinforced the effectiveness of the seminar. We need to have you make this presentation as a keynote presentation at conferences because, open communication is needed for the future success of the CPA profession. Thanks again for your time and skills.”
—Conrad Giedt, CPA
Attendee at the CCH Users Conference, October 2015

 

“Pete is an engaging speaker with energy and keeps things interesting and makes you laugh – from his stand-up comic background.  Pete has a good presentation style and helps learning by telling real-life stories. It is the real-life stories which drives the points home and greatly assists in helping attendees retain the information.
—Seminar evaluation summary
from an attendee at the Washington Society of CPAs

 

“The passion and commitment you have for your business definitely shows through.  It’s obvious you take pride in the development and refinement of the content.”
—Steven Dezenzo
Manager­­–Finance & Accounting, FedEx Custom Critical

 

“Peter, I wanted to personally tell you how much I enjoyed the class [Business Development for CPAs] you presented to the Indiana CPA society. You were a dynamic speaker and covered the material with interesting examples.  Your real life examples were excellent as well. I will be seeking out future classes that you will be presenting.”
—Carol Stevenson, CPA
Senior Accountant, Triple Crown Services Company

 

“Peter came in and spoke with our Finance group at Bridgestone Americas Inc and he had a tough subject to present but…he presented it in a surprisingly and refreshing manner that was actually very fun and informative. His ability to have fun and add humor to the subject is what made him night and day different than many other speakers I have heard over the many years I have attended such events. He has his concept and moniker down pat….. Chief “Edutainment” Officer. I highly recommend Peter if you are looking for someone to come and present a presentation for CPE opportunites or motivational team building. I certainly hope he has an encore with our group in the near future! Carpe Diem!”
—Keith O. Wilson, CPA, CFE, CGMA
Fraud Examiner, Bridgestone Americas Inc. on 9/9/14

 

“I really did like your course (The 8 Hour MBA) and your presentation. You kept my attention the whole day which is extremely hard to do.”
—James Coburn
Accounting Manager, Holt Cat

 

“One of the best CPE courses (The 8-Hour MBA) I have taken from the Minnesota Society of CPAs. Love the format and class instruction, and use of video.”
—Seminar evaluation summary
from an attendee at the Minnesota Society of CPAs on 3/20/14

 

“[The 8-Hour MBA] Good mix of materials–visual, audio, video, music. Effective to bring in all types of learners and to keep all attendees engaged.  Good take away materials and recommendations for books, movies, and websites.”
—Seminar evaluation summary
from an attendee at the Minnesota Society of CPAs on 3/20/14

 

“Peter Margaritis’s presentation Embrace Your Inner Superhero was dynamic and passionate!  Peter’s experience and knowledge in the accounting industry drew me in and kept the audience interested and involved. For me, the presentation was interactive and thought provoking.  Thanks Peter.”
—Sarah Galley, SPHR
Firm Administrator, Pohlman & Talmage CPAs, Inc

 

“Peter spoke at our Association for Accounting Administration Ohio Chapter meeting. Peter’s use of humor and interactive exercises helped us better understand the thought processes of CPAs. Peter provided communication tools to us to use to improve our communication with others and to also alleviate stress in our daily lives. The session wasn’t over when Peter’s presentation was finished. Attendees of the meeting gathered around him for some more gems of information! If you are in need of a speaker who can unleash your “Superhero,” be sure to contact Peter.”
—Marla Martin
Firm Administrator, Weber Obrien LTD.

 

“Pete Margaritis recently gave his Embrace Your Inner Superhero presentation to the Association for Accounting Administration Ohio Chapter. What a fun and engaging presentation that also teaches some valuable lessons about how CPAs can work better together. Pete uses some interesting games to drive home the importance of communications when work gets hectic. He also shares stories about his life and how he learned to be a better employee, parent and person by replacing “yes but” with “yes and”.
—Allen Lloyd
Manager of Member Services, The Ohio Society of CPAs

 

“I thoroughly enjoyed your presentation (Embrace Your Inner Superhero) at the Cincinnati Accounting Show.  When it comes to accounting, the material isn’t always riveting, but your style of delivering your message was very innovative and entertaining.”
—Kelly J. Beach, CPA
Assistant Finance Director, Tax Commissioner at the City of Montgomery

 

“Pete was a presenter at the 2013 Tennessee Society of CPAs state convention and I was in the the audience. He had the the Friday morning 8AM slot and did a sensational job of getting the 120 or so CPAs fired up. I do not want to spoil his presentation by disclosing what it was so I’ll just say that one of his take aways was the best I have had in a long time. My comment to Pete was “Keep it up… You are making a difference in people’s lives…” 
—Laimon Godel, CPA, CGMA
LW Godel, Jr, CPA PC

 

“Peter’s superhero presentation was motivational, inspiring and fun. He gets the point across with a great sense of humor.”
—J. Clarke Price, CAE
Retired President & CEO at the Ohio Society of CPAs

 

“The Virginia Society of CPAs hired Peter in May 2013 to kick off our annual leadership conference. Peter was an outstanding speaker with a creative and very personal approach to leadership. Peter’s unique message demonstrated that the principles of improvisational comedy are the same principles of an effective leader. Our staff team and our member leaders are implementing YES, AND into our conversations, and it’s making a positive difference.”
—Stephanie Peters
CEO and President of the Virginia Society of CPAs

 

“Peter is a CPA who sees the world creatively. He is a right-brain person living in a left-brain business world. This gift allows Peter to be both a technical expert in his field as well as an accomplished thought-leader who sees how relationships can be formed and maintained through skillful communications. Peter is a top-rated instructor and partner with the Business Learning Institute who can help accounting professionals with essential business success skills to excel in today’s rapidly changing business environment.”
—Laura Dorsey-Shaner
Senior Customized Learning Consultant/Firm Specialist, MACPA/BLI

 

“Pete is a terrifically funny and relevant speaker and coach. You find yourself having so much fun you don’t even realize your learning so much along the way! I highly recommend using him to educate your employee base on a broad range of managerial skills while accomplishing some true team-building.”
—Tammy Dosch, CFO
Capital Square, Ltd.

 

“Pete presented at our Memphis IFRS Conference in December of 2011. Pete was outstanding! He was informative, current with all the changes happening in the IFRS world, and he was very funny. I would encourage those hoping to learn more about IFRS to give Pete a call. Very rare is the individual who can present for two days and keep the attendees attention, and Pete did that.”
—Keith Perterka, CPA
Shareholder, Mayer Hoffman McCann

 

“Pete is an excellent presenter of continuing education for CPAs. He is able to combine useful accounting knowledge with humor to create an engaging and outstanding presentation. Pete has worked hard to create a niche for himself in IFRS training. When I met Pete a few years ago, I was impressed with the thorough education he was putting himself through to ensure his expertise in this area. That effort has paid off and Pete is now one of the best IFRS trainers around. Pete is well-respected by CPE providers around the country, well received by those he teaches, and a genuinely nice guy.”
—Michael Matthews
Director of Continuing Professional Education, Florida Institute of CPAs

 

“Peter made my job of finding quality presenter for my client feel effortless. Not only did he save my client time and money; he delivered what he promised plus some! I look forward to the next opportunity that I can work with Peter.”
—Jena Ford
Director of Professional Development – Arizona Society of CPAs