NABA SRSC - Professionalism and Business Etiquette, Peter Margaritis
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Professionalism and business etiquette mean more than knowing which fork to use at lunch with a client, or what color belt you should wear with your socks. Professionalism and business etiquette is more about presenting yourself with the kind of polish that shows you can be taken seriously. This kind of polish extends itself to how you present yourself to your clients but even more importantly, how you present yourself to your company.
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NABA SRSC - Professionalism and Business Etiquette, Peter Margaritis
- 1. Business Etiquette 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 business etiquette? Peter A. Margaritis, LLC Copyright 2014 Back in the Day Peter A. Margaritis, LLC Copyright 2014
- 3. Peter A. Margaritis, LLC Copyright 2014 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. Peter A. Margaritis, LLC Copyright 2014
- 4. Business Etiquette • 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 Peter A. Margaritis, LLC Copyright 2014 Peter A. Margaritis, LLC Copyright 2014
- 5. 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? Peter A. Margaritis, LLC Copyright 2014 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? Peter A. Margaritis, LLC Copyright 2014
- 6. The Handshake Dead Fish ! ! Death Grip Peter A. Margaritis, LLC Copyright 2014 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. Peter A. Margaritis, LLC Copyright 2014
- 7. Peter A. Margaritis, LLC Copyright 2014 Office Etiquette Peter A. Margaritis, LLC Copyright 2014
- 8. 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” Peter A. Margaritis, LLC Copyright 2014 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” Peter A. Margaritis, LLC Copyright 2014
- 9. 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. Peter A. Margaritis, LLC Copyright 2014 Crunch Time • Arrive early - Vince Lombardi Rule • Leaving for dinner • Be a team player - help others • Saturday’s and/or Sunday’s Peter A. Margaritis, LLC Copyright 2014
- 10. 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? Peter A. Margaritis, LLC Copyright 2014 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? Peter A. Margaritis, LLC Copyright 2014
- 11. 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, LLC Copyright 2014 Peter A. Margaritis, LLC Copyright 2014
- 12. 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!