NABA SRSC - Professionalism and Business Etiquette, Peter Margaritis

Peter A. Margaritis, LLC Copyright 2014

Presented by: Peter A. Margaritis, CPA!!

National Association of Black Accountants - Student Conference!!

Atlanta: September 26, 2014

Business Etiquette


Peter A. Margaritis, CPA!“The Accidental Accountant”™!

!

Education • Training • Consulting • Motivation • Humorist!!

!

Making the complicated simple!

Subscribe to my eNewsletter!www.petermargaritis.com!

click: contact!click: subscribe to Peter’s eNewsletter!

Twitter: @pmargaritis!


What are some of the questions you have about business etiquette?


Back in the Day



Business Etiquette

• It is more than knowing which fork to use at a business lunch!

• In the perception of others, the devil is in the details.

• People need to feel confident of you and trust you will not embarrass yourself and the organization.


• It’s about presenting yourself with the kind of polish that shows you can be taken seriously.

• Is also about being comfortable around people and making them comfortable around you.

• Perception is reality whether it is true or not

Business Etiquette



Dress for Success

• Always practice impeccable grooming even in a jeans environment.

• Being wrinkled and/or unkept communicates that you don’t care enough about the situation, the people, or the firm

• How do you dress for a business trip?


Dress for Success• What is business casual?

• In the office

• Office function

• Entertaining a customer

• Attending a conference

• Does your company have a dress code?


The Handshake

Dead Fish !

!

Death Grip


Don’t Be “That Guy” or “That Girl”

• See “that guy” over there. He got so drunk at the client function that he tried to hook up with the CFO’s wife.”

• See “that girl” over there. She got so drunk at happy hour that she started doing her old high school cheers....on top of the bar.



Office Etiquette


Office Talk & Language• Gossip and/or spreading rumors

• Elevator talk

• Never ever talk about a client, the firm, or another employee on an elevator.

• Just because one of the partners or the CFO frequently use the F word as a “sentence enhancer” doesn’t mean you should.

• “Yo! What’s up MP”


Email• Check for spelling errors • Email is not text messaging • Business writing

• Clear and concise • Not “War and Peace”

• Tone of your email • Email is forever - be careful what you send • Reply “all”


Cell Phone | Smart Phone

• Put your phone on vibrate during meetings, presentations, and in the office.

• Do not text during meetings and while working at a client location.


Crunch Time

• Arrive early - Vince Lombardi Rule • Leaving for dinner • Be a team player - help others • Saturday’s and/or Sunday’s


Office Romance

• We spend more time with co-workers than we do with our girl/boy friends, our spouses, or our life partners.

• It is no surprise that office romances happen • In common (work) vs. the complete opposite • Is there a company policy about dating co-

workers?


Office Romance

• Remember, marriage is the leading cause of divorce

• Is your office romance married? • BEWARE of the breakup • Will you see them everyday? • Do they work in the same department or on the

same jobs? • Does the person have anger issues?


The Cubicle

• On the walls • Motivational Posters • “I Love ME”

• Loud talker, especially on the phone • Eating at your desk • What type of food?



Peter A. Margaritis, CPA!“The Accidental Accountant”™!

!

Education • Training • Consulting • Motivation • Humorist!!

!

Making the complicated simple!

Subscribe to my eNewsletter!www.petermargaritis.com!

click: contact!click: subscribe to Peter’s eNewsletter!

Twitter: @pmargaritis!

NABA SRSC - Professionalism and Business Etiquette, Peter Margaritis

Career

Transcript of NABA SRSC - Professionalism and Business Etiquette, Peter Margaritis