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

Thursday, January 6 11:00am - 1:00pm PST

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2.0 Credits

Member Price $75.00

Non-Member Price $90.00


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 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.


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.



Designed For

CPAs and professionals in both private and public practice who want to enhance their skills and abilities to explain financial information to associates and clients.


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.







Peter Margaritis

Peter A. Margaritis, CPA, CGMA, MAcc, works with CPAs and business leaders to strengthen their business success skills. His programs cover both technical and non-technical topics, such as, International Financial Reporting Standards, accounting and auditing updates, presentation skills, business development skills, and leadership skills.

Peter earned a bachelor’s degree in Business Administration from the University of Kentucky, and a master’s degree in Accountancy from Case Western Reserve University. He is a licensed CPA who is a Certified Global Management Accountant and has a certificate in IFRS from the Institute of Chartered Accountants in England and Wales.

In addition to running his own business, Peter is on faculty at Ohio Dominican University and the University of Maryland at University College. He has worked for companies such as Price Waterhouse, Victoria’s Secret Catalogue, Gap Inc. Direct, Barnett Bank, C & S National Bank, and Franklin University.

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

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Non-Member Price $90.00

Member Price $75.00