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

$75.00 (USD)

Do your business associates and/or clients have difficulty understanding the financials? Are they making decisions without comprehending the financial impact of their actions? They frequently “smother in detail and crave for knowledge. This high-impact interactive program is loaded with practical ideas and techniques to help associates and clients make better business decisions. Financial Information is one of management’s most useful tools, yet far too many non-accountants are unable to read financial reports and use this information to enhance performance.            

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


Name View Schedule
Online Lesson1. How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants -


Upon completion of this course, participants will be able to:

  • Differentiate the cash and accrual method of accounting in plain English 
  • Describe product, period, fixed, variable, mixed costs in plain English 
  • Identify four stages of learning
  • Identify techniques to get past your fear of public speaking    

Major Topics:  

  • Presenting the Three Principal Statements
  • Developing Understandable Internal and External Financial Statements
  • The Six-Step Process for High-Impact Presentations
  • Positioning the CPA as a Financial Leader and “superb communicator of solutions”
  • How to feel more confident and comfortable explaining financial information.  

Field of Study:  Accounting 1, Communications and Marketing 1 

Recommended CPE Credit Hours:  2.0 

Course Level: Basic 

Prerequisites:  None 

Designed For:  CPAs/Professionals in both private and public practice who want to enhance their skills and abilities to explain financial information to associates and clients. 

Instructor:  Peter A. Margaritis, CPA, CGMA 

Publication Year:  2017

Expiration Date:  Course content is reviewed annually and revised with neccessary changes or else the course is removed.


Pete's Biography:

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

Peter earned is his Bachelor’s in Business Administration from the University of Kentucky, a Master’s Degree in Accountancy from Case Western Reserve University and he is a licensed, non-practicing, CPA in Ohio. He has worked for companies such as Price Waterhouse, Victoria Secret Catalogue (not as a model), two large banking institutions and has managed restaurants in his day. Don’t be surprised – he is Greek. He was also an assistant professor of accounting and taught in the MBA program at Ohio Dominican University in Columbus, OH.

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

Peter A. Margaritis, CPA, CGMA, MAc
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