“Thank you Amy Vetter for giving an empowering speech about business and balance. It’s so important to take a step back from everything going on in our lives and live by the 3M’s: meditation, mantras, and mindfulness.”
Carley Kline, Marketing & International Business Student
Business, Balance & Bliss®: How the B3 Method® Can Transform Your Career and Life
Do you find that your work and daily life can become mechanical or routine? In this session you will uncover how to either rekindle or discover the spark you desire in your career and life. Based on Amy Vetter’s book, Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life, you will learn valuable insights and tips, backed by scientific research, on how to align your authentic self with the work you do. Expect to come away with the tools and inspiration to: create your own sense of work-life harmony®, uncover your inner talents and passions, learn to be more present and productive at work and home, and gain an understanding of how to develop the technology practices (and boundaries) to put in place to lead a more mindful, connected and fulfilled life.
Learn how to eliminate the stress of trying to achieve work-life balance, by instead creating work-life harmony;
Discover your inner talents and passions and align them with the work you do;
Integrate mindfulness into how you work yourself and with your teams;
Develop healthy technology practices for better human connection;
Become a more empathetic, authentic leader and colleague; and,
Build long-lasting prosperous business relationships.
Disconnect to Connect: Tap Into the Power Within You to Design the Life You Desire
Do you notice that you receive similar feedback in each job you have, with each boss you report to, and with family and friends? It is rare for us to step back and take time to reflect on ourselves and explore the reasons why certain patterns show up in our lives. By embarking on this journey, you will learn actionable steps to break those habits, create more compassion for yourself and others, be more mindful as a leader, and improve your communication in order to better connect to the power within you to design the life you desire.
“A big thank you! On behalf of the planning committee, thank you Amy so much for your support of the 2018 AICPA Controllers and Manufacturing Conferences. I truly admire your energy and focus to make a difference in the profession and lives of others. You certainly did that at this year’s conference. I highly recommend you to other organizations and forums who will undoubtedly benefit from your inspiring message.”
~ Greg Bedard, MBA, CPA, CGMA, Vice President and Chief of Staff - Prudential Financial Finance Contoller | FP&A | Internal Audit
Becoming a Cherished Advisor®: The Soft Skills Needed to Create Greater Human Connections
As financial professionals, you strive to improve your company or clients’ businesses with the financial information you provide them. Yet many of you still spend the majority of your time entering data and meeting deadlines, which doesn’t leave enough time in your day to advise each stakeholder on how to improve their financial results at a holistic level. With technology’s gift of more time, you can learn to create the value your clients or department leaders want by clearly communicating and analyzing the meaning of financial data in a way that helps them succeed and thrive. As a result, you can earn a seat at the table when decisions are being made, rather than finding out after the fact. Becoming a Cherished Advisor means that your clients or internal business leaders consider you a strategic, highly valued partner whom they can’t imagine living without when making key business decisions.
"While I may have known about or was aware of several of the suggestions and recommendations for managing my time better, Amy's succinct and easy steps for putting that knowledge into action in my daily life make them attainable!! Thank you!"
~ Laura Stapleton, Attorney at Meadows, Collier, Reed, Cousins, Crouch & Ungerman LLP
- Explore how to re-tool to create a differentiated experience for your clients or internal stakeholders, and develop the soft skills needed to build collaborative relationships;
- Learn how to create value by going beyond the numbers by telling the story behind them to help business leaders make informed decisions;
- Become an integral part of your client or department’s real-time decision-making processes, in a proactive, rather than reactive way; and,
- Gain an understanding of the mindset shift and skills needed to become better connected to your internal team, and be considered a “Cherished Advisor” by the clients or department leaders you work with.
The Power of Supportive Women’s Networks
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 alongside her. During this session, Amy will share research and lessons learned from her own experience, and that from women she admires, on how to grow and learn at any stage of your career to achieve your goals. No matter if you’re advanced in your career or just starting out, you will learn why it’s important for women to bring each other along on their professional journeys, and how to be more mindful in supporting and aligning with women who inspire you. To further support you in your career journey, you will learn powerful tools on how to discover and align your authentic self and inner talents with the work you do to create a greater sense of work-life harmony.
How to create and nurture a supportive women’s network;
Why it’s important to manage up, not just down; and,
The power of finding or being a sponsor, not just a mentor.
The steps to create a greater sense of work-life harmony.
How to discover and align your authentic self and inner talents with the work you do.
“Amy is more than a motivational speaker, she is an experienced professional with unique insights and a fresh perspective. She is open and authentic, sharing her experiences and offering new ideas with positivity and enthusiasm.”
~ Jina Etienne, CPA, CGMA
Mindful Technology: Embracing Technology, Innovation and Mindfulness to Create Greater Human Connections
Embracing new technology, will not isolate people or make us irrelevant as some fear. Instead, when used correctly and ethically, technology can empower leaders and employees to create stronger business relationships. Learn how to leverage technology to tap back into your purpose and creativity, become more mindful and empathetic as leaders and communicators, and create a greater sense of work-life harmony.
In this presentation, you will:
Unlearn the routines of the past by embracing technology and learning how it’s currently being incorporated and connecting people in business and improving company culture
Tap into self discovery and mindfulness techniques to feel more fulfilled in the work you do
Learn how to let technology do the heavy lifting so you can dedicate more time to developing the soft skills necessary to create a collaborative and lasting relationship with your employees and your customers
Becoming a Cherished Advisor®: Utilizing AI and Machine Learning to Create Human Connections with Your Team and Clients
Artificial intelligence, cloud technology and machine learning have changed the way our clients manage their businesses and personal lives. In the financial industry, we strive to improve our clients’ lives with the numbers we provide them. Yet, many of us still spend the majority of our time processing data in the traditional sense, rather than helping our clients understand how the numbers impact their business or life at a holistic level. With artificial intelligence, cloud technology and machine learning, much of the tasks of the past that we are used to doing will be reduced. However, the human side of the experience can never be replaced by technology, only enhanced. In this session, you will gain an understanding of the latest technology trends and how they will change the way you work with your clients, staff, and yourself. You will learn how to leverage technology’s gift of more time to become a “Cherished Advisor” -- a highly-valued, strategic partner whom your clients can’t imagine living without to meet their financial goals in business and life.
Discover the latest trends for using AI, machine learning and cloud computing in life and work.
Understand how automation is transforming the accounting industry.
Learn how to see AI and machine learning as an opportunity to build long-lasting client relationships and grow your firm.
Learn new strategy and process considerations for your firm due to increased automation.
“Excellent presenter and great course with lots of great tips! I really enjoyed her sharing her experiences and I gained some interesting new perspectives. Very valuable info with practical applications.”
Shelley McCulloch, CPA
Becoming a Cherished Advisor®:
The Technology, Process and Practice Management
"Not only is Amy knowledgeable, but she is a great speaker. She is very entertaining and keeps your attention."
New technology is changing the way your clients expect to work and manage their financials. To stay relevant to your clients, accounting professionals are retooling to launch into new services and will need to acquire new skill sets, one being that of a technologist. This session will discuss why it’s important to not just implement technology to do things the same way you have always done them, but instead, rethink the business processes in your practice. By doing this, you can become more efficient, productive, collaborative and create an environment of purpose that your team and clients can rally around. Learn to define your “why” and how to select a vertical niche, assess the right technology to align to your mission as a practice, and explore other ways to re-engineer your business processes. You will come away with an understanding of how technology’s gift of more time gives you the opportunity to become “Cherished Advisors” -- highly valued, strategic partners who are an integral part of their client’s businesses and whom their clients can’t imagine living without.
In this session, attendees will gain an understanding of:
- How to identify your purpose as a firm;
- Understand the “Cherished Advisor” journey and the different stages of innovation for your practice;
- The path to specializing in vertical industries;
- Creating a technology strategy and how to assess the right technology fit for your practice; and,
- Re-engineering your business processes to take full advantage of the technology implemented in your firm and create new ways of collaboration with your team and clients.
Futuristic Audit Trends: The Future is Now
Cloud technology, AI, Machine Learning and Blockchain is upon us in the accounting profession. The data entry and non-value added tasks continue to decline as automation increases. This technology enables clients to keep their books up to date in real-time and better understand the effect of the financials on their business. As an auditor, it’s time to learn how to take advantage of this technology to streamline your workflow and utilize remote applications to eliminate the amount of time you have to physically visit a client site. At the same time, it’s important to know how to utilize ecosystem applications to speed up the non-value added time in an audit to create more profitable engagements and a better work environment for your teams.
Discuss trends happening currently that will impact the future of accounting and auditing, such as artificial intelligence, blockchain, cloud computing, and more.
Have a better understanding of what Cloud Advisory services are and how an audit practice can use these practitioners to their advantage.
Analyze next steps for audit firms to avoid being disrupted and to be the disruptor by better utilizing remote technology and technologic innovations to create more efficient engagements.
Practicing Mindfulness in the Workplace for Greater Success and Human Connection (Half Day Workshop)
"Amy is an outstanding speaker who provides great insight into a topic that many of us know we should pay more attention to, yet we don't. As females many of us get very involved in our everyday work lives and sometimes forget that our bliss and our balance is still important. Amy was the reminder many of us needed. She helped incite great dialogue among our members as well as action. I would highly recommend any company have Amy come speak to their employees. I guarantee it will help make happier and more productive employees."
Ali Cantor , Morgan Stanley
Morgan Stanley Financial Advisor, Portfolio Manager
Do you find yourself distracted at work and at home? Do you fear that you are not working to your full potential with your team or as a leader because of workplace misunderstandings? Are you empathetic as a leader and seek to understand others’ perspectives?
In this session, we will take a deep dive into understanding where we are off balance in our lives both at work and home and how this affects the experience we create with others. Many of us can feel that we are technically up to speed in what we do; however, we are not living up to our full potential as a leader or co-worker because we lack the skills to mindfully interact with one another. Mindfulness is the practice of being aware of what is happening around us and finding common ground with those we work with and care about so we can create better results in business and life. Gaining a better understanding and identifying where we are off balance internally can help us show up better for those around us, be a more successful leader and feel more engaged as an employee.
This session will entail presentation and many interactive exercises to help attendees gain a better understanding of what areas they need to focus on personally and skills to better communicate and be present with those at work and personally.
Becoming a Cherished Advisor®: Create Your Transformation Roadmap (Full Day Business Planning Workshop)
This full day program is designed for owners and managers of accounting practices to help them build a plan to successfully grow their practice by transforming their technology, processes and and the way they manage their practices. The program is a one-day workshop where success requires being interactive and collaborative throughout the day and a significant time commitment after the event to follow through on the business plan created. Firms that successfully complete this program will create a business plan for the next 12 months to set the foundation for accelerating the transformation and future growth of their practice.
“Amy Vetter is a gifted speaker and motivator. I found her to be so inspiring and relative. I plan to change my life as a result -Thank you!!”
~ Mary Ann