• The B3 Method:

    Innovation and productivity are the lifeblood of all successful businesses. Yet, it’s getting harder for employees and entrepreneurs to be creative and productive in an always-on world of technological distraction. As a cloud technology business executive, serial entrepreneur, and yogi, Amy has personally experienced the harmful effects that constant connection and interruption can have on creativity and work life balance. But, Amy has also learned how to overcome it. Amy will share her story and empower attendees with the tools they need to live a more innovative, productive and balanced life both at work and home. The lessons taught are part of her work-life balance philosophy -- The B3 Method -- from her soon to be launched book: Business, Balance, and Bliss.

    Disconnect to Connect -- 5 Simple Ways to Live a More Productive, Impactful Life

    With the evolution of technology we are now able to connect with others more than ever before in history. From Twitter and Facebook to Google Hangouts and Slack, we have the ability to connect 24/7 in our personal and professional lives via our always-on smart phones. But is this constant level of connection making us feel more fulfilled, creative and productive? In Robert Gordon’s book entitled The Rise and Fall of American Growth he shows that between 1920 and 1970 there was an enormous upward shift in productivity. But after the 1970s, even with a small blip upwards in the early 2000s as computers went mainstream and became coupled with communications, we’ve seen half the amount of productivity growth compared to the preceding 50 years. So why is it that we’re connecting more than ever before but are less productive?

    In this talk, Amy Vetter, a cloud technology business executive, serial entrepreneur and yoga teacher, will explore and share her own struggles with over-connectedness in her life and the harmful effects that she sees always-on technology having in the business world. In the ‘80s, she was a part of her mom’s business, starting from the young age of 12, when there was no technology available. Today, being a business executive and advisor to small businesses on cloud and mobile technologies, Amy has first-hand knowledge on how different life is versus 30 years ago. She’ll share how she overcame over-connectedness in her work and personal life and provide actionable insights on how to build routine disconnection into your day, week and year to live a more present, productive and creative life both professionally and personally.


  • The Future of Work:

    How technology and innovation change the way we work, how we learn, interact and collaborate. With cloud and remote technologies, learn new ways to engage talent and structure technology so your team remains on a career path from wherever they work and is evaluated based on effort versus the traditional in office "face time" (now FaceTime).

    Engaged Learning as a Sales Tool:

    Training has come a long way from reading PowerPoint presentations word for word to teach a concept. Today's learning is right-sized to your audience, with ways to engage and tell a story and can be delivered in multiple different ways depending on the learner. You will learn strategies on how to building out content to educate rather than sell to specific to each customer journey.


  • Creating a Supportive Women's Network:

    Having a supportive network of women in your career can be one of the most important ingredients to your success. Like many young women, Amy believed that she would have the same opportunities as men in the workplace, but as she moved up the corporate ladder, she noticed more and more women were not there beside her. Over time Amy started noticing trends in how men succeed that are very different from how women are in the workplace. During this session, Amy will share lessons learned from women she admires and how to successfully network. You will walk away building your awareness of key business skills needed to succeed and take away actionable steps backed by real-world examples on how to create and nurture a supportive women’s network. She’ll discuss and provide teachable stories from her own career experience and from that of other women on why it’s important for women to bring each other along on their career journeys and how to be more mindful in supporting and aligning with women who inspire you.

    Technology as the Glass Ceiling Equalizer:

    Mastering cloud technology can help women stand out from the crowd. This course will cover how technology creates opportunity and a competitive advantage, help you understand the services prospective clients are looking for and the technologies that can support their requests. We will explore women’s history in the profession, the current landscape and trends of the future and how to earn success through alternative journeys to leadership. In this session, we will discuss how to make the hard decisions and manage your happiness and learn how to follow your passion and create your destiny and take advantage of new opportunities in the profession. By taking advantage of the changing landscape and becoming an early adopter and thought leader you will learn how to target new customers and opportunities.


  • The Cherished Advisor:

    The Cherished Advisor is the next phase of services that accounting & bookkeeping professionals will need to offer with the onset of cloud accounting technology. As accounting professionals, we strive to improve our clients’ businesses with the financial information we provide to them. Yet, many of us still spend the majority of our time entering data and crunching numbers and not helping our clients improve their businesses at a holistic level. With cloud technology, much of the traditional data entry tasks of accounting professionals and bookkeepers will be reduced. This is due to rapid technological innovation in which businesses will increasingly deploy high-integrity cloud-based systems, machine learning, and artificial intelligence.

    However; the human side of the experience can never be replaced by technology, only enhanced. Accounting professionals have an opportunity to learn the skills to become advisors and create an ongoing relationship with their clients throughout the year. They can learn to create real value for their business owner or CEO client by clearly communicating the analysis of financial data so that their client can make informed decisions to help the company succeed and thrive. As a Cherished Advisor, the accounting professional becomes an integral part of the real-time decision-making process, is proactive, rather than reactive, and understands both the operational and financial sides of the business. As a result, they become a strategic partner that the business appreciates and highly values and cherishes.

    The Evolution of the Profession and Planning for Its Future Demands:

    How did the accounting profession get to where it is today, and where is it going to be tomorrow? Whether you want to help drive the shift or simply avoid getting left behind, join Amy Vetter as she contextualizes accounting’s past and reveals its future evolution. Amy will map current and imminent trends within a rapidly changing workforce, covering critical focal areas for firms that either want to grow or are planning future succession with technology adoptions and change management.


    Learning Objectives

    • Understand how the accounting profession has evolved during the 20th century and how to be prepared for the future
    • Identify trends and challenges facing firms in a rapidly changing workforce
    • Gain change management strategies to create a firm that is going to last so that you can eventually retire or sell your practice

    The Millennial Mindset:

    Millennials are becoming the largest population group in the US. This generation is making up 70% of the current workforce, and they’re rapidly driving change in the accounting profession. Ensure that your firm is attractive to millennials and you can harness their passion and energy, launching your firm into the next level -- but how? Join Amy Vetter as she reveals what motivates millennials, including why it’s important for firms to understand their need for flexibility and their desire to find purpose in the things they do. She’ll also cover effective hiring strategies and incentive programs that will both attract and retain your next best employees.


    Learning Objectives

    • Peek into the millennial mindset and learn the key motivators for this generation

    • Learn strategies for building supportive staffing models and programs that reward and incentivize all employees

    • Identify how to reach, assess, and retain candidates of the next generation

    Molding the Next Generation of Leadership:

    How do we create the next generation of leaders given the lack of interest in a traditional path to partnership? Join Amy Vetter as she discusses succession planning and the imminent challenges in a rapidly changing workforce. The future growth of leaders will depend on using technology to create new staffing models, encouraging team collaboration and mentorship.


    Learning Objectives

    • Identify early indicators of the succession planning crisis in a rapidly changing workforce

    • Use technology to develop new staffing strategies to eliminate non-linear paths to partnership

    • How to move away from time and billing and create more team collaboration and learning

    Beyond Accounting: The technology, the process, and the practice

    Technology has changed the way business owners work with and manage their financials. To help, accountants must now launch into a new side of their profession – that of a technologist. This session will explore ways to stay ahead of the game and become digitally savvy connected advisers. Attendees will walk away with an understanding on how to shift away from time-based billing to value-based billing; move from being an accountant to a valued adviser; recognize that automation will help you grow your practice, and embrace technology.This discussion dives into a few select technologies that truly benefit firms. You’ll also learn how to address workflow, staffing and other processes to successfully integrate technology into your practice … all designed to help you go beyond accounting.

    Treating Your Firm Like One of Your Clients

    It’s important for practices to take the same kind advice they would give to their own customers. Take time out to focus on your marketing strategy, but first, figure out who you are as a business and what type of customers you want. Why do you do what you do? After you answered that question, it’s then time to take some calculated risks that will help you stay ahead of your competitors.

    Firms that have great technology attract great talent

    Firms must adapt to meet the needs of talent in order to recruit the best and part of that means using the latest and greatest technology. The tools your firm uses can attract or repel talent. Amy Vetter is Xero’s Global Vice President of Education & Head of Accounting and has owned her own firm. She knows the impact using great technology has on your ability to recruit. In this session, Amy will discuss why technology is important when it comes to attracting high performers, the technologies and trends you should know about, and how to leverage technology to attract the best talent to enable your firm to be successful and growing long into the future.

    What firms can do to mend the diversity gap in a rapidly changing workforce:

    Quotas to solve the diversity gap can be a misleading in the success of women or other ethnic groups in the profession. In today’s firm, there is a need for diverse talent in firms to stay competitive. Firms can’t afford to lose a significant portion of their eligible, talented candidates for partnership and succession. Amy will share creative ways to retain, advance and incentivize diversity in the profession, leverage technology and a new proposed staffing model that eliminates the linear path to partnership, creates collaboration and offers a multitude of opportunity to gain expertise and continue to grow your career.


  • Being great at what you do does not equal being a great business owner:

    You’re passionate about what you do and that’s why you started your own business. You’re not alone. Many professionals stumble into starting their own business because of what they love to do and not their business acumen. But without understanding the basics of what’s required to start and run your own business, it’s easy to fail. In fact, according to the Small Business Administration, nearly half of all small businesses in the U.S. fail within their first five years of operation. Amy Vetter, a CPA, accomplished serial entrepreneur, and small business coach, will share actionable insights backed by her own personal stories. Attendees learn what’s most important to focus on in their business so they can succeed and spend more time on the parts of the business they love.

    Effective Business Planning:

    As entrepreneurs, it’s often hard to take time away from your business and strategically plan for your future. To remain competitive, it’s imperative to take the appropriate time away and step back and understand where you want to take the business next. Business is always in a flux of change, planning will give you a leg up on your competition to ensure you stay on top of the trends. You will learn the steps to take when creating a business plan so you remain a success today and in the future.

    Understanding the numbers behind Accounting:

    You are an expert in what you do, but when it comes to accounting you may feel like you are in the dark. You are not alone! Most business owners don’t understand their financial statements which leave them feeling that they are not in control of their business. During this seminar, you will learn the basics of accounting so that you can practice your new skills when you leave to get a better handle on managing your cash and profits!

    In this course you will learn basic accounting terminology, understand what accounting reports are telling you about the performance of your business and how it can be possible to make a profit but not have cash, interact with financial terminology to be sure to leave with a clearer picture of what you are talking about!


    Key takeaways:
    They will have a better understanding of how to read a balance sheet and income statement. We will be doing an interactive exercise that will leave them laughing, but remembering how to better classify the transactions flowing through their business, as well as knowing the difference between cash and profit.

    Empowering decision making utilizing budgeting and reporting tools:

    With fierce competition & limited resources as a small business owner, we continuously have to do more with less. We have difficulty managing our cash flow and staying profitable. Managing your financial situation can be one of the biggest challenges facing you in running a business.

    In this course, you will understand the difference between accounting and finances, create your financial intention - how to achieve your vision/goals, how to finance capital expenditures, how to finance a cash gap & monitor performance

    Key takeaways:
    They will have a better understanding of how to manage their finances and monitor their performance utilizing key ratios and financial statement analysis. This seminar will also allow them to learn how to evaluate how to finance and plan for capital expenditures and ensure they do not have cash shortfall while trying to grow or expand.


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