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MBAexpress: Presenting Financial Information- V 2.0 Webinar

CPE

When
Jan. 14
1:00 - 2:00 p.m.

CPE Credits
1-Other

Details

 Pricing

PICPA Member: $35 | Nonmember: $45


 More Information

Course No.
MBAPNFI
Level
Basic
Prerequisites
None
Note
This webinar is hosted by PICPA's partner, Business Learning Institute, Inc. After registering, you will receive an email from team@blionline.org with the log-in information.

Description

* Identify 5 tips that are key for presenting financial information * Recognize the value of using charts in financial presentations * Describe ways to give context to help explain your data

Highlights

* Presentation Tips * The importance of audience demographics * Winning the trust of your audience * Providing context with your numbers * Tables and charts


Speaker(s)

Jennifer Elder, CPA, MS, CMA, CIA, CFF, CGMA
Pasadena, MD

Jennifer Elder is a keynote speaker, trainer, and business coach in the business of business transformation.  For more than 20 years, she has been helping businesses by peeling back the layers of “administrivia” and finding the hidden strengths and core values that make you and your company awesome.  Jennifer works with businesses to develop a compelling business strategy that is quick to implement that transforms your company from what you are now to what you have always wanted it to be.

Known for being energetic and enthusiastic, Jennifer has been delivering high-quality, customized training that make complicated topics easy to understand, relevant, and useful.  She has conducted seminars for the Fortune 500, US Government, State CPA Societies, and CPA Firms in 33 states.  Her sessions are highly interactive, full of discussion, and even a little entertaining.

Jennifer received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England.  She lives on her boat near Annapolis, Maryland.

Peter A. Margaritis, CPA, CGMA
Case Western Reserve University/Cleveland, Ohio

As the Chief “Edutainment” Officer for Peter A. Margaritis, LLC, his primary role is to help business leaders strengthen their business success skills. For some clients that means helping their team hone technical skills, like U.S. Generally Accepted Accounting Principles (U.S. GAAP) or International Financial Reporting Standards (IFRS). For some clients it may mean working to develop non-technical, professional skills training like Presentation Skills, Business Development Skills and Leadership Skills. With every client my goal is the same: help the team improve their skills to improve business results.

During the past 30 years in business he has managed, recruited, developed, hired and even fired individuals – he has developed successful teams. Peter has sold products ranging from bank loans to corporate incentive certificates. In addition, he has created compensation matrixes; analyzed financial statements; designed and delivered accounting and professional skills courses. And he’s performed stand-up and improvisational comedy!

As a speaker and trainer Peter has delivered over 120 seminars, conferences and workshops on both technical and non-technical topics to clients that include Fortune 500 companies, large and national regional accounting firms, state CPA associations and the American Institute of CPAs.

Peter’s credentials include a BBA from University of Kentucky, and a Master’s in Accounting from Case Western Reserve University. He is a CPA and Certified Global Management Accountant with a certificate in IFRS from the Institute of Chartered Accountant in England in Wales. Currently he serves on the faculty of Ohio Dominican University and the University of Maryland at University College. Peter has worked for companies such as Price Waterhouse, Victoria’s Secret Catalogue, Gap Inc. Direct, Barnett Bank, C & S National Bank, Columbus State Community College, and Franklin University.

Peter is a former member of the American Institute of CPAs governing council and a past chair of the executive board of directors of the Ohio Society of CPAs. He is also a member of the Georgia Society of CPAs and The National Speakers Association.


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