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Amy Vetter, CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP) is the CEO of The B3 Method Institute and B3 Yoga, which provide ongoing learning to help people in all industries and career levels to achieve their desired potential in work and life.
Amy is a transformative keynote speaker, consultant, board member, author, and host of the podcast, Breaking Beliefs. As the creator of the B3 Method®for Business, Balance & Bliss, Amy has inspired thousands of people at hundreds of events on the mindful use of technology, change management, connected leadership, mindfulness in the workplace, and work-life balance.
As a CPA, Amy is also a key influencer in the accounting and finance profession. She has been named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor and a Top 100 Most Influential Person by Accounting Today multiple times. Amy also shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, CPA Practice Advisor as well as Inc.com and Entrepreneur.com.
Amy is a member of the AICPA Council, a Board Member for the Ohio Society of CPAs, and a member of the AICPA’s Engage Tech+ conference planning committee. Additionally, Amy has been a part of the AICPA’s key blockchain initiatives, including: AICPA’s Blockchain Symposium, technical reviewer and speaker for the AICPA’s Blockchain Fundamentals Program.
With an MBA and deep entrepreneurial roots, Amy is a skilled c-suite executive and corporate board member. She has deep experience in cloud technology and transformation, and creating go-to-market (GTM) strategies to scale businesses nationally and internationally. Amy has held leadership roles overseeing sales, education, marketing, and advisory services functions at accounting software companies, as a partner in a CPA Firm, and when she owned and operated her own national accounting and advisory services practice.
As the creator of the B3 Method, Amy authored the book Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. In her book, Amy created a methodology, backed by scientific research, on how to live a more authentic life and achieve work-life harmony. This book is based on her own career journey as a CPA, entrepreneur and corporate executive and those experiences of other successful business leaders. To share her message more broadly, Amy presented the award-winning TEDx Talk, “Disconnect to Connect: The Path to Work-Life Harmony.”
Amy’s second book Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, is published by John Wiley & Sons. In her book, she explores that while technology is replacing much of the traditional data entry tasks of accounting professionals, there is one thing it cannot replace: human connection. This book is the CPA, accounting professional and bookkeeper's ‘how-to” guide to becoming a “Cherished Advisor” —a highly valued, strategic advisor who is a critical component to their clients’ success.
Amy’s latest work, Disconnect to Connect; Tap into the Power Within You to Achieve the Life You Desire, an instant Amazon Bestseller, teaches you the tools and research to break the cycle of negative generational patterns that create unwanted outcomes in our present lives. This journey of self-reflection will help you better connect to the power within you to design the life you desire.
Business, Balance & Bliss®: How the B³ Method® Can Transform Your Career and Life
(Corporate Culture, Employee Engagement, and Innovation topic)
Do you find that your work and daily life can become mechanical or routine? In this session you will uncover how to 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 lead a more mindful, connected, and fulfilled life.
Disconnect to Connect: Practicing Mindfulness in the Workplace
(Leadership, Personal Development, and Employee Engagement topic)
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 connect with one another. Mindfulness is the practice of being fully present in the current moment and learning how to calmly observe our thoughts and feelings without judgment or action. By learning to disconnect, we can connect in a more intentional, positive way and find common ground with those we work with and care about. Through the daily practice of mindfulness, we can better understand where we are off-balance internally so that we can show up better for those around us, be a more successful leader, and feel more engaged as an employee.
Disconnect to Connect: Tap Into The Power Within You To Create the Life You Desire
(Work-Life Balance, Human Connection, and Authentic Leadership topic)
We all grow up with certain beliefs—assumptions and convictions that we hold to be true—regarding concepts, events, people, and things. Sometimes these beliefs are so deeply ingrained in who we are that we never even consider questioning them. But what if these beliefs don’t actually align with who we are? Once we break free of the messages in our heads we can then start the journey to Business, Balance & Bliss and to becoming a Connected Leader. Amy Vetter, from The B³ Method Institute, will share insights to help you to uncover messages ingrained from someone else versus what you truly believe or how you want to show up in the world. Get ready to be courageous, aware, and inquisitive to get to your inner truth.
Disconnect to Connect: The Connected Leader
(Leadership, Employee Engagement, and Change Management topic)
In this age of technology disruption, everything is changing around us. We sometimes can feel like we don’t know where our anchor is—what will stay the same, what will change, and what we can depend on.
When implementing change in our organization, individual patterns of behavior can show up in ways that prevent the business from progressing and embracing the opportunities ahead. While we are focusing on change management in our organizations and what the future of our work will look like, we should also be spending an equal amount of time creating stronger human connections.
With time and dedication, you can learn to become a connected leader who contributes to cultivating an engaging and fulfilling work-life culture for yourself, your team, and colleagues.
During this talk, Amy will take you on an emotional journey of self-reflection. You will discover more compassion for yourself and others, be more mindful as a leader, and improve how you communicate to achieve the desired outcomes together as a team.
Work-life Harmony and Transformation is Possible in Your Organization
(Work-Life Balance, Human Connection, and Authentic Leadership topic)
With work compression and staffing capacity issues creating stress in your firms, culture, and individuals that work there, the risk of not having bench strength is at all-time high. Often the answer given to burned out employees is… “this is just the way it is.” However, there is a way to overcome this and change the future of our work. It starts with fostering a workplace where people can create a destination career that not only benefits the firm, but allows them to balance their work and life, and creates a culture where everyone feels they matter and can achieve their dreams. In this session, we will discuss the commitment, change process, and investment of time that it takes to transform your workplace so that you can remain a strong and thriving firm into the future.
Mindful Technology: Embracing Technology, Innovation, and Mindfulness to Create Lasting Human Connections
(Technology, Corporate Culture, and Employee Engagement topic)
Technology, such as cloud software, artificial intelligence, and machine learning, is not the end of real human connection—it is just the beginning. When technology is set up in the right ways, we have more time to spend together, collaborating and growing our businesses. The key is to implement and use technology thoughtfully and ethically so that we, along with our colleagues and employees, don’t become consumed and stressed by it. When implementing technology, we often spend the majority of our time on the technical skills around operating it. However, it’s just as important to spend an equal amount of time designing the guidelines around how we use it to communicate so we’re not inadvertently creating additional work and stress rather than less. The “Ultimate Gift of Technology” is to allow it to do the heavy lifting so you can dedicate more time to developing collaborative and lasting relationships with your employees and customers. By doing so, you can become a more empathetic leader, mindfully incorporating technology practices and cultivating an engaged company culture that improves each person’s ability to communicate, innovate, and create.
The Leadership and Communication Skills to Help You Thrive
(Technology, Corporate Culture, and Change Management topic)
As Connected Leaders, we strive to improve our company or clients’ businesses with the information we provide them. Yet many of us still spend the majority of our time keeping up with regulation and compliance requirements. This doesn’t leave the necessary time in our day to advise our teams and inform the organization on how to improve their business results at a holistic level. With technology’s gift of more time, we can learn to create the value that our stakeholders request and clearly communicate to our team so they can succeed and thrive. As a result, we can become a Leader that is considered a strategic, highly valued partner that our clients and organizations can’t imagine living without. During this session, you will learn active listening techniques, the six areas of communication, and executive presence, so you have the presentation skills to be an effective Connected Leader.
The Power of Supportive Women’s Networks
(Leadership, Employee Engagement, and Career Growth Topic)
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 believedshe 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 from women she admires, on how to grow and learn at any stage of your career to achieve your goals. Whether 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 to discover and align your authentic self and inner talents with your work to create a greater sense of work-life harmony.
- Business, Balance & Bliss®: How the B3 Method® Can Transform Your Career and Life
- Disconnect to Connect: Practicing Mindfulness in the Workplace
- Disconnect to Connect: Tap Into The Power Within You To Create the Life You Desire
- Disconnect to Connect: The Connected Leader
- Work-life Harmony and Transformation is Possible in Your Organization
- Mindful Technology: Embracing Technology, Innovation, and Mindfulness to Create Lasting Human Connections
- The Leadership and Communication Skills to Help You Thrive
- The Power of Supportive Women’s Networks