Career Management
Presented by: Peter A. Margaritis, CPA!
!
National Association of Black Accountants - Student Confere...
What are some of the questions you have about
career management?
Peter A. Margaritis, LLC Copyright 2014
College Years ...
Junior Year
• Dealing with your major accounting core courses
• Hours and hours of homework along with studying
• Inter...
Before Your 1st Day
• Missing deadlines have consequences
• There is no extra credit anymore
• There is no such thing a...
Briefcase Years
Peter A. Margaritis, LLC Copyright 2014
Rule #1A
For those of you who
are studying for the
CPA Exam. ...
Rule #1B
Are you studying for
another credential?
!
PASS THE EXAM
Peter A. Margaritis, LLC Copyright 2014
Rule #2
W...
Rule #3
Commit to L3:
Life Long Learning
Peter A. Margaritis, LLC Copyright 2014
Invest in You
After you have complet...
Invest in You
• Public speaking and writing
• Out-of-Pocket
• This is above the 40 hours of
required CPE a year
!
• ...
Peter A. Margaritis, LLC Copyright 2014
Four Generations
The Veterans
(1922-1943) The Baby Boomers
(1943-1964)
The Ac...
Veterans
• 52 million
• Not too many left in the work place
• Patience, Authority, Conformity, Law and
Order, Sacrific...
Baby Boomers Work Ethic
• Follow the rules, learn to fit in, and stay in line.
• Large supply of workers – easily replac...
Generation Y
• 70 million
• The Next Greatest Generation?
• Confidence, Diversity, Sustainability, Mobility
• Technolo...
Bridging the Gap
• Understand the Boomer work ethic and use it to your
advantage. Be creative. !
• Mentoring 360. !
• ...
Networking
• Some say networking is just talking to
strangers. But the dictionary defines a stranger
as "one who is nei...
Development
Work Relationships
Face to Face Gatherings
Volunteer
Social Media
Peter A. Margaritis, LLC Copyright 2014...
Linked In/Twitter
http://www.linkedin.com/pub/peter-margaritis-cpa-macc/2/273/13
@pmargaritis
www.petermargaritis.com
...
Clique
Peter A. Margaritis, LLC Copyright 2014
Entrepreneurial
Peter A. Margaritis, LLC Copyright 2014
Five Types of Influential People
Peter A. Margaritis, LLC Copyright 2014
Mentor
Someone who
helps you
navigate
chall...
The Mindset
• Right attitude!
• Confidence!
• Treat every gathering as an
opportunity!
• SMILE
Peter A. Margaritis, ...
The Preparation
• It can be as simple as “I will meet and
talk to four new people at this event”.
• Another goal might ...
Follow Up
• Nice to meet you card
• Invite to LinkedIn
• Send interesting articles
• Meet for coffee, lunch, drinks,
...
Change
• Inevitable !
• Additional skills!
• Opportunity!
• Plan and Predict!
• Take risks and be aggressive!
• Do y...
Steve Jobs - Stanford
Commencement
• “Remembering that you are going to die is the best way I
know to avoid the trap of...
It is a Journey
Peter A. Margaritis, LLC Copyright 2014
Begin Now
• Create a vision of your future!
• Commit that visi...
Peter A. Margaritis, LLC Copyright 2014
Peter A. Margaritis, CPA!
“The Accidental Accountant”™!
!
Education • Training...
Contact information:
Peter A. Margaritis
peter@petermargaritis.com
614/668.2936
www.petermargaritis.com
Peter A. Marg...
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NABA SRSC - Career Management, Peter Margaritis

You are about to start your career and there are a number of things that you need to manage in order to navigate it in the right direction. The first thing you need to do is pass the CPA Exam! We will explore other topics that you should start considering as your career begins it early development.
Published on: Mar 3, 2016
Published in: Career      
Source: www.slideshare.net


Transcripts - NABA SRSC - Career Management, Peter Margaritis

  • 1. Career Management Presented by: Peter A. Margaritis, CPA! ! National Association of Black Accountants - Student Conference! ! Atlanta: September 26, 2014 Peter A. Margaritis, LLC Copyright 2014 Peter A. Margaritis, CPA! “The Accidental Accountant”™! ! Education • Training • Consulting • Motivation • Humorist! ! ! Making the complicated simple! Subscribe to my eNewsletter! www.petermargaritis.com! Peter A. Margaritis, LLC Copyright 2014 click: contact! click: subscribe to Peter’s eNewsletter! Twitter: @pmargaritis!
  • 2. What are some of the questions you have about career management? Peter A. Margaritis, LLC Copyright 2014 College Years Peter A. Margaritis, LLC Copyright 2014
  • 3. Junior Year • Dealing with your major accounting core courses • Hours and hours of homework along with studying • Interview for an internship • Tax or audit? I have no clue… • What am I forgetting about???? Peter A. Margaritis, LLC Copyright 2014 Senior Year • Survive advanced accounting • Job in hand? If not, do you have a plan? • Relocating? Moving away from support system? • Sit for CPA exam? • Time management • What am I forgetting about???? Peter A. Margaritis, LLC Copyright 2014
  • 4. Before Your 1st Day • Missing deadlines have consequences • There is no extra credit anymore • There is no such thing as a stupid question. You are stupid if you don’t ask the question. • You have to be at work on time wearing business appropriate clothing. Peter A. Margaritis, LLC Copyright 2014 Before Your 1st Day • The P in CPA does not stand for procrastination • You are in charge of your career. There is no guidance counselor • Communication is KEY - all types • Networking is very important. Go meet people inside and outside of the organization. • Ethics & integrity are the cornerstone of our profession. Peter A. Margaritis, LLC Copyright 2014
  • 5. Briefcase Years Peter A. Margaritis, LLC Copyright 2014 Rule #1A For those of you who are studying for the CPA Exam. ! PASS THE EXAM Peter A. Margaritis, LLC Copyright 2014
  • 6. Rule #1B Are you studying for another credential? ! PASS THE EXAM Peter A. Margaritis, LLC Copyright 2014 Rule #2 When you procrastinate or make excuses about studying for the exam: refer to Rule # 1 Peter A. Margaritis, LLC Copyright 2014
  • 7. Rule #3 Commit to L3: Life Long Learning Peter A. Margaritis, LLC Copyright 2014 Invest in You After you have completed Rule #1: •Ask yourself - Should I specialize? •MBA? MAcc? MTax? •CFE, CFP, PFS, CGMA •Certificate in IFRS Peter A. Margaritis, LLC Copyright 2014
  • 8. Invest in You • Public speaking and writing • Out-of-Pocket • This is above the 40 hours of required CPE a year ! • Go for it 110% Peter A. Margaritis, LLC Copyright 2014 Rule #4 Knowing Your Audience is KEY! Peter A. Margaritis, LLC Copyright 2014
  • 9. Peter A. Margaritis, LLC Copyright 2014 Four Generations The Veterans (1922-1943) The Baby Boomers (1943-1964) The Accidental Accountant™ Copyright 2014 Gen X (1964-1980) Gen Y (1980 - 2000)
  • 10. Veterans • 52 million • Not too many left in the work place • Patience, Authority, Conformity, Law and Order, Sacrifice • The Greatest Generation Peter A. Margaritis, LLC Copyright 2014 Baby Boomers • 73 million • Hippie’s and a country divided • Strong Work Ethic • Workaholic Peter A. Margaritis, LLC Copyright 2014
  • 11. Baby Boomers Work Ethic • Follow the rules, learn to fit in, and stay in line. • Large supply of workers – easily replaced • Work harder and longer to keep job • Took work home • Work ethic defined by number of hours worked daily or weekly • Coined the term workaholic • Seat time – highly visible Peter A. Margaritis, LLC Copyright 2014 Generation X • 60 million • Saw their parents get laid off and then both parents working (latchkey kids) • Diversity, Informality, Technoliteracy, Balance, & Fun • Live Aid, Farm Aid, “We Are The World” • Time is a commodity Peter A. Margaritis, LLC Copyright 2014
  • 12. Generation Y • 70 million • The Next Greatest Generation? • Confidence, Diversity, Sustainability, Mobility • Technology, Technology, Technology • The Now Generation • Time is a commodity Peter A. Margaritis, LLC Copyright 2014 Gen Y Baby Boomers Gen X Peter A. Margaritis, LLC Copyright 2014
  • 13. Bridging the Gap • Understand the Boomer work ethic and use it to your advantage. Be creative. ! • Mentoring 360. ! • Take constructive criticism – learn from those who have “been there, done that.” ! • Maintain a high level of productivity! • More face-to-face networking Peter A. Margaritis, LLC Copyright 2014 Rule #5 Networking Peter A. Margaritis, LLC Copyright 2014
  • 14. Networking • Some say networking is just talking to strangers. But the dictionary defines a stranger as "one who is neither a friend nor an acquaintance." ! • The word stranger sounds scarier than the benign definition. Why do we give such power to strangers, these people we don't even know yet? Peter A. Margaritis, LLC Copyright 2014 Networking • “A supportive system of sharing information and services among individuals and groups having a common interest” ! • “Up the proverbial creek? If you got a network, you always have a paddle.” Harvey Mackay! • “Networking takes drive and is very influential” Peter A. Margaritis, LLC Copyright 2014
  • 15. Development Work Relationships Face to Face Gatherings Volunteer Social Media Peter A. Margaritis, LLC Copyright 2014 Social Media Peter A. Margaritis, LLC Copyright 2014
  • 16. Linked In/Twitter http://www.linkedin.com/pub/peter-margaritis-cpa-macc/2/273/13 @pmargaritis www.petermargaritis.com Peter A. Margaritis, LLC Copyright 2014 Two Types of Structures Clique Entrepreneurial Peter A. Margaritis, LLC Copyright 2014
  • 17. Clique Peter A. Margaritis, LLC Copyright 2014 Entrepreneurial Peter A. Margaritis, LLC Copyright 2014
  • 18. Five Types of Influential People Peter A. Margaritis, LLC Copyright 2014 Mentor Someone who helps you navigate challenges Model Someone who is firm, yet kind, detail oriented, strong willed, and a task master. Witness Someone who affirms and labels unique gifts and talents Ally Someone who accepts and supports dreams, goals, and ambitions Shadows Someone’s destructive influence to be proven wrong Time To Mingle Mindset Preparation Implementation Follow-up Peter A. Margaritis, LLC Copyright 2014
  • 19. The Mindset • Right attitude! • Confidence! • Treat every gathering as an opportunity! • SMILE Peter A. Margaritis, LLC Copyright 2014 The Preparation • A shy person will find it difficult to approach individuals at a networking function. You don’t have to be an extrovert, gregarious, or outgoing to make meaningful connections. • The tip is “preparation”. The more prepared you are, the more comfortable, and effective you will be in conversing with individuals. Peter A. Margaritis, LLC Copyright 2014
  • 20. The Preparation • It can be as simple as “I will meet and talk to four new people at this event”. • Another goal might be to establish a follow-up meeting with at least two of the people that you met. Peter A. Margaritis, LLC Copyright 2014 Implementation • Don’t be shy • Engage and be curious • Listen with your ears and eyes • Break away from those you know • Know how to say goodbye Peter A. Margaritis, LLC Copyright 2014
  • 21. Follow Up • Nice to meet you card • Invite to LinkedIn • Send interesting articles • Meet for coffee, lunch, drinks, etc... Peter A. Margaritis, LLC Copyright 2014 Rule #6 Prepare for the Future Peter A. Margaritis, LLC Copyright 2014
  • 22. Change • Inevitable ! • Additional skills! • Opportunity! • Plan and Predict! • Take risks and be aggressive! • Do you come to work excited? Peter A. Margaritis, LLC Copyright 2014 Peter A. Margaritis, LLC Copyright 2014
  • 23. Steve Jobs - Stanford Commencement • “Remembering that you are going to die is the best way I know to avoid the trap of thinking you have something to lose.”! • “Sometimes when you innovate, you make mistakes. It is best to admit them quickly, and get on with improving your other innovations.” Peter A. Margaritis, LLC Copyright 2014 Steve Jobs - Stanford Commencement “Don’t be trapped by dogma – which is living with the results of other people’s thinking. Don’t let the noise of other’s opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition. They somehow already know what you truly want to become. Everything else is secondary.”! Peter A. Margaritis, LLC Copyright 2014
  • 24. It is a Journey Peter A. Margaritis, LLC Copyright 2014 Begin Now • Create a vision of your future! • Commit that vision in writing! • Create visual reminders and look at the daily! • Change will happen - be ready for it!! • Go to Rule #3 and reinvest in L3! • Believe in yourself ! • Reassess annually and make necessary changes Peter A. Margaritis, LLC Copyright 2014
  • 25. Peter A. Margaritis, LLC Copyright 2014 Peter A. Margaritis, CPA! “The Accidental Accountant”™! ! Education • Training • Consulting • Motivation • Humorist! ! ! Making the complicated simple! Subscribe to my eNewsletter! www.petermargaritis.com! Peter A. Margaritis, LLC Copyright 2014 click: contact! click: subscribe to Peter’s eNewsletter! Twitter: @pmargaritis!
  • 26. Contact information: Peter A. Margaritis peter@petermargaritis.com 614/668.2936 www.petermargaritis.com Peter A. Margaritis, LLC Copyright 2014

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