Synopsis
Welcome to Change Your Mindset (formally 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 communicationskills 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.
Episodes
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Ep. 75 - Jack Park & Maureen Zappala: Writing Buckeye Reflections
06/11/2017 Duration: 41minWhat do a cow, a snapping turtle, and a goat have in common? Ohio State Football (really, we’re not kidding)! This is just one of the fascinating anecdotes you’ll find in the new book Buckeye Reflections: Legendary Moments from Ohio State Football. We’ve talked to both Jack Park and Maureen Zappala on previous episodes of the podcast (episode 13 and episode 39, respectively), but today they’re joining us together to discuss their two-and-a-half year journey co-writing Buckeye Reflections. Even if you’re not a football fan, I think you’ll enjoy the work they’ve done and the stories they’ve uncovered while developing the book. You can download the first chapter for FREE by going to BuckeyeReflectionsBook.com. “Games are won and lost at the line of scrimmage, but it’s the stories of the people that really make the legacy.” –Maureen Zappala Resources: Buckeye Reflections: Legendary Moments from Ohio State Football Learn more about Brutus Mascot Camp -- Production & Development for Improv Is No Joke by
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Ep. 74 - Jennifer Briggs: Indiana Passes Competency-Based CPA License Renewal Law
30/10/2017 Duration: 53minJennifer Briggs is currently the Senior Vice President and COO of the Indiana CPA Society, and she will be the CEO of the society beginning January 1, 2018. On July 1st, 2017, the state of Indiana signed House Bill 1467 into law, which “allows competency based learning through professional development opportunities to qualify accountants for accountant certificate renewal.” This all began years ago, around 2010, when the Indiana society created a board-level task force on knowledge management. Jennifer worked with the task force on competency to examine how things have changed in education, and everything snowballed from there. Although the bill is passed, this is just the beginning – Jennifer is now working with a committee to create rules around the law. Nothing is finalized, but the idea is that this new system will be designed around those who actually want to learn (as opposed to those that sit in the back of a classroom to collect their 8 hours of credit). Change is everywhere in our profession
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Ep. 73 - Dr. Alan Patterson: How to Go From Technical Expert to Strategic Leader
23/10/2017 Duration: 49minDr. Alan Patterson is the Founder of Mentoré, a consulting practice specializing in leadership and organizational development, and a thought leader at the Business Learning Institute. Dr. Patterson also wrote Leader Evolution: From Technical Expertise to Strategic Leadership, which defines the four critical stages needed by individuals with technical or specialist backgrounds to move into leadership positions. “So what can I say? I'm a lone ranger. Hired gun. You need help? The doctor is in.” –Dr. Alan Patterson Although a lot of things have changed in the business world over the past few decades, one thing has stayed the same: we acknowledge that communication skills are important, but we don’t necessarily act like it. Even in the digital age, these are three of the most important skills you need to master… if you want to attain a strategic leadership position, or be considered a trusted business advisor: Active listening Communicating at the level of audience understanding Understanding the perspectives o
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Ep. 72 - Bill Sheridan | Human Work in the Age of Machines: How to be a Future-Ready CPA
16/10/2017 Duration: 46minOnly 8 percent of CPAs believe that the profession is future ready, according to CPA.com’s study Welcome to the Fast Future. This is a rather concerning statistic because the future is coming, and it might be closer than you think. Bill Sheridan, Chief Communication Officer at the MACPA, is on the front lines trying to prepare CPAs for the future, and he recently published a new white paper that every CPA should read: Human Work in the Ages of Machines: Five Steps for Building a Future-Ready Finance Team. Basically, the paper asks what happens when more and more of the things that accounting and finance professionals are trained to do are being done by machines, and what does that mean for our profession? Because these technological changes are going to happen whether we like it or not, there's nothing we can do except learn how to do the things that machines can't do and work with them (or go out of business). We have to go beyond being just number crunchers and become number interpreters; we have t
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Ep. 71 - The Accidental Tour Guide: Peter’s Favorite Places to Eat in the U.S.
09/10/2017 Duration: 33minWe’re doing something a little different today: Peter shares his favorite places to eat all over the country. He was inspired by former guest Clarke Price, who keeps a record of every restaurant he visits and often suggests new places for Peter to try. New Orleans: Gump Shop - GumboShop.com Mr. B's Bistro - MrBsBistro.com The Pelican Club - PelicanClub.com K-Paul's Louisiana Kitchen - KPauls.com Drago's Seafood Restaurant - DragosRestaurant.com The Greater Baltimore Area: Cunningham’s - CunninghamsTowson.com Gachi House of Sushi - GachiSushi.com Bloomington, Minnesota: Ciao Bella - CiaoBellaMN.com - Best Customer Service Award Read Peter’s article about Ciao Bella’s customer service Seattle, Washington: Purple Cafe and Wine Bar - PurpleCafe.com Bellevue, Washington: Seastar - SeastarRestaurant.com Atlanta, Georgia: Canoe - CanoeATL.com One Flew South - OneFlewSouthATL.com Charleston, South Carolina: S.N.O.B. (Slightly North of Broad) - SNOBCharleston.com Nashville, Tennesse
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Ep. 70 - Annie Conderacci: Facilitating Growth & Positive Change with Improv
02/10/2017 Duration: 55minAnnie Conderacci is a change management consultant and a passionate student of improv. She studied and performed improv at The Second City, Annoyance Theater, and IO Chicago, and she performs improv and sketch all around the city. As a change and management consultant, Annie frequently uses her improv skills to facilitate growth and positive change in organizations. Throughout the interview, she does an outstanding job of describing how improv can be applied to business, and discusses how you can use improv to defuse difficult situations. Annie fell in love with Improv the first time she saw Second City – she went to business school in Chicago so that she could also take classes. She was first drawn to the culture of imperfection. When she saw that you can make mistakes sometimes, and you don’t have to be perfect or even scripted, something clicked. As she moved up through the levels at Second City, it got more challenging… but it never stopped being fun or supportive. One of the most important lessons that s
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Ep. 69 - Byron Patrick: Be Selfish & Get Involved With Your Local Association
25/09/2017 Duration: 49minByron Patrick, Managing Director of CPA practice at Network Alliance, is a nationally-known industry thought leader and a multi-recipient of the CPA Practice Advisor's 40 Under 40 award. Byron has been an active member of the Maryland Association of CPAs since the beginning of his career, and he credits much of his professional success to the support and membership of the MACPA. Personally, I know I wouldn’t be where where I am today without my local association, and I wholeheartedly agree with Byron – The benefits from volunteering at your state CPA Association (or any professional association) are endless, and the financial and personal investment you make will pay for itself many times over. Too often, CPAs don’t want to participate with their association because they look at membership as a cost, when really it's an investment in your network and career. When Byron was chair of the MACPA’s young professional network, his message was to be selfish – get involved with the association. These relationships an
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Ep. 68 - Greg Conderacci: Supercharge Your Spiritual Energy
18/09/2017 Duration: 49minWe’re talking to returning guest Greg Conderacci, the energy management expert who wrote Getting Up!: Supercharging Your Energy and, at the age of 66, rode his bicycle across the United States in just 18 days. In Getting Up!, Greg writes about the important difference between time management and energy management. Doing more, and living a happier life, isn’t about having more time – It's all about having more energy. We don't get any more time, but we can all get way more energy. Throughout this three-part series, Greg discussed four types of interrelated energy, which you can remember by thinking of P.I.E.S. Physical energy is the ability to just get up and get going, and it’s the type of energy that a lot of people focus on... but it’s the least important of them all. Intellectual energy is what people usually get paid for. Do you have the energy to solve puzzles, solve the problem, meet these needs, etc. Emotional energy is the one that often causes the most problems. In episode 46, we discussed the “ene
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Ep 67 - Tom Hood | The Anticipatory CPA: How to be Aware, Predictive, & Adaptive in a Changing World
11/09/2017 Duration: 48minTom Hood, CEO of the Maryland Association of CPAs and the Business Learning Institute, is on a mission to help CPAs make sense of this changing and complex world. Tom and I spoke on the third episode of this podcast, in June of 2016, and a lot has changed in that short period of time. We discuss how technologies like blockchain, artificial intelligence, and cloud computing are impacting the accounting profession (and the world), and how CPAs can begin transforming themselves into Anticipatory CPAs. What is blockchain? Tom says that blockchain is best described as the Internet of Value. Using secure peer-to-peer data, blockchain basically conveys transactions of value with multiple parties to, effectively, create a public ledger. This is a real example of a supply chain using blockchain technology, which may help you understand how it works in practice: There’s fishermen in a boat off the coast of Malaysia, and they have smartphones. When they catch a tuna, they use their smartphone to take a picture. The pho
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Ep. 66 - Karen Eddington | Dealing with Pressure: Comedy, Communities, & Self-Care
04/09/2017 Duration: 47minKaren Eddington is a comedian, speaker, researcher, and the author of Understanding Self-Worth. She uses her experience in stand-up comedy and improv to teach laughter as a form of self-care. For 15 years, Karen has researched identity to look for patterns and create original solutions that help people “Under Pressure.” Although The Under Pressure Project started as an effort to understand the biggest pressures faced by teens, it has grown into a mission to heal the most universal and dangerous experience we all share. The one thing that we all have in common, which Karen describes as “the most universal and dangerous experience we can have,” is mental isolation: The times we feel alone in our mind because we feel diminished, flawed, or excluded The best solution for getting through this terrible but universal experience is to develop a support network, and anyone can learn how to create supportive communities by practicing comedy. Comedy vs Pressure While Karen was researching The Unde
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Ep. 65 - Debbie Peterson: RACE to Change Your Mindset & Results
28/08/2017 Duration: 49minDebbie Peterson is a certified trainer of neuro-linguistic programming (NLP) and mindset expert who works with companies to increase bottom line results through greater clarity in communication and in leadership. We discuss how you can change the story that you’re telling yourself to transform negative self-talk into a positive thought process. We all suffer from this, at times, but Debbie provides proven strategies that will help change the dialogue in your head. Neuro-linguistic Programming One of the most important skills that Debbie learned was neuro-linguistic programming. After she went to NLP training, she figured out how to think differently in a way that changed her career, and her belief system about herself and what she was capable of. After discovering that positive mindset shift, she wanted to help others do the same. Then, one fateful night, Debbie woke up with an idea formed in her mind: Getting to Clarity. She rushed downstairs, secured the URL, and the rest is history. The Stories We Tell Our
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Ep. 64 - Chris Shirer: JoinMyTable is Bringing the Party Back to the Dinner Table
21/08/2017 Duration: 43minChris Shirer describes herself as a devoted champion of all things food, beverage, and guest experience… and she got my attention at “food!” Chris is the Founder of two companies: Madison + Fifth, a marketing agency, and the recently-launched JoinMyTable, a new platform for prepaid group dining created to encourage community and increase our time spent in real world conversation. JoinMyTable is a fascinating and unique concept: people who want to go out for dinner can pre-purchase off-the-menu dining experiences online with everything included (tip, tax, and any fees). Then they can invite people to join, and all of this is from a web-based platform. The idea is to bring communities together over dinner for some good conversation, without technology or the usual hassle of going out. This could be a group of your friends or your team from work, but the real gem is bringing a like-minded community together to make new friends and have good conversation. It took five years to get to this point because they neede
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Ep. 63 - Bob Dean | The New CPE: Collaborative Learning Experiences.
14/08/2017 Duration: 43minBob Dean, Founder of Dean Learning and Talent Advisors, returns to the show to talk more about virtual learning. Our conversation is framed around ThinkTank, collaboration, and an article that we wrote titled “The New CPE: Collaborative Learning Experiences.” Bob works as a practitioner consultant using ThinkTank, a collaboration-as-a-service software company. By providing a collaborative structure to the way people work together, ThinkTank enables leaders to transform business processes and create a culture of collaboration, innovation, and engagement. Bob recently facilitated something remarkable: a (successful) virtual collaboration experience with over 100 people from around the world that lasted 90 minutes – and he did that four times in one day! Not only was his experience a feat, it benefitted both the client and the participants: It was all people ages 27 to 30, so all millennials, and they really embraced the virtual collaboration experience. In a live group, you may not get everybody's thoughts or
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Ep 62 - Patrick Donadio: Communicating with IMPACT
07/08/2017 Duration: 56minToday our guest is Patrick Donadio, MBA, CSP, and MCC. For the past three decades, he has guided leaders and their organizations with powerful presentations and one-on-one business communications coaching. In his desire to help leaders grow their people, Patrick has taken his decades of experience and crafted a results-based process for his new leader’s guide, Communicating with IMPACT, focused on improving communication, increasing profits, and boosting performance in less time. Patrick’s process, The IMPACT Model, outlines The Six Keys to Communication. As you go through these six keys, think about which one is a weakness for you and try to pick up a couple of tips you can put in practice tomorrow. The IMPACT Model I is the intention. What's my intention for this conversation? What do I want the person(s) I’m communicating with to think, do, or feel after we've met? M is the message & the method. How do I craft a message that's going to help me achieve the intention I have for this communication, and what
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Ep. 61 - Chris Jenkins: Why Associations Need to Stop Treating Members as Customers & Start Fostering Fellowship
31/07/2017 Duration: 59minChris Jenkins, CEO of the South Carolina Associations of CPAs, joins us today to discuss how you can better engage an audience of any size when you are speaking, and to discuss how we can improve association management. Although Chris is a technology guy – we originally met when he served as the Chief Information Officer at the Ohio Society – he believes that Associations, and business professionals in general, are relying on technology far too much, and using it improperly. Professional organizations need to re-emphasize, and re-facilitate, face-to-face human relationships. Chris has always had a knack for engaging large crowds of people, but he used to struggle with small group interactions. Partly due to technology, we have lost the skill to connect with people one-on-one – because of this, Associations and businesses need to offer more professional development opportunities for soft skills. Elevator Training Chris learned to engage people one-on-one through an unconventional training exercise: he was lock
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Ep. 60 - Roxanne Kaufman Elliott: How to Inspire Leadership, Develop Leaders, & Transform Cultures
24/07/2017 Duration: 48minOur guest, Roxanne Kaufman Elliott, has spent much of her professional life exploring what makes the difference between failure and success – and she’s found that it comes down to exemplary leadership. The good news is that there’s an exemplary leader in all of us – we just need a way to unleash it. As President and i3 Leadership Master at ProLaureate Ltd., a transformational leadership development firm, Roxanne helps both individuals and organizations unleash their leadership potential and transform cultures. She’s also a certified executive coach, facilitator, award-winning business marketing strategist, and the author of Never Wear Read: A Leadership Love Story. Roxanne started her professional life in drama, and later as a theater administrator. She then made a natural segue to working at a small company manufacturing specialty resin products for the construction industry. As part of a small leadership team, they grew that small business into a thriving company… before it was purchased by a large Europea
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Ep. 59 - Karl Ahlrichs | Storm Clouds & Silver Linings: The Future of HR (and a Coffee Table Book)
17/07/2017 Duration: 48minToday’s returning guest, Karl Ahlrichs, is a human capitalist consultant and a far-thinking and future-planning individual. Back in episode five, we discussed some of the storms he sees coming on the horizon, particularly where HR and the next generations of employees meet. In this episode, we once again look to the future of human resources. Although our current economy is far greater now than it's been in a while, Karl sees quite a few potential problems on the horizon that we need to be better prepared to tackle, in addition to some opportunities. What’s are the big things on the horizon for employees and HR? Workers in the U.S. are very productive, and that’s what keeps our stock market alive. The volume of people working isn’t changing very much, but the volume of what we’re producing continues to climb because we’re leveraging technology and new processes. The scary thing is that it’s not going to be applied to every industry (e.g. coal industry is in trouble, but natural gas is booming). We’re going
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Ep. 58 - Allison Estep: Why Improv Education Should be Mandatory (and How it Helps in Every Aspect of Life)
10/07/2017 Duration: 49minToday’s interview is love at first improv. Allison Estep is a former Creative Services Associate for the Indiana Society of CPAs and a graduate of the conservatory program at Second City in Chicago. Our conversation focuses on the everyday application of improvisation skills to help us combat fear, take risks, work as a team, and become a more well-rounded person. Allison strongly believes that every person should take an improv course at some point in their life – it’s simply a great way to learn valuable life skills, like listening, managing your ego, following fear, and working as a team. As a matter of fact, improv games were originally created by Viola Spolin as a teaching tool. Getting up in front of people (in any situation) can seem like such a scary thing for people that have never been through an improv class, or don't know everything about the practice, but it's a little less scary once you realize everyone is part of the same team and everything doesn’t have to be a joke… and sometimes the most mu
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Ep. 57 - Jason Michaels: You Can Do The Impossible, Too!
03/07/2017 Duration: 46minToday’s guest, Jason Michaels, is a professional entertainer, speaker, and author with astounding experience in the arts of deception. A storyteller by heart, Jason loves to blend impossible mysteries with unforgettable tales. Diagnosed with Tourette's Syndrome at the age of six, Jason overcame the impossible and became an award-winning sleight of hand artist and professional speaker. He motivates audiences to see beyond their challenges and self-imposed limitations and inspires them to take action by living bigger bolder lives with his keynote program and book, You Can Do The Impossible, Too! Jason's also performs The Card Shark, a true story of scams, cons, and hustles. It is a one-man, autobiographical sleight of hand show that dives deep into the world of confidence men, fortune tellers, and charismatic magicians. If you’re not familiar, Tourette's syndrome is a neurological brain chemical disorder that manifests itself by what doctors refer to as tics, which are basically uncontrollable movements or vo
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Ep. 56 - Clarke Price | The Leadership Problem: How Social Media is Making Organizations Risk-Averse
26/06/2017 Duration: 01h08minIn 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 t