Amy Vetter

Format: ​Based on your organization’s goals, Amy can present a 45-60 minute keynote, moderate a panel discussion, lead a webinar or conduct a half to full-day workshop on a program or combination of programs below.

Companion Book Authored by Amy: Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life

This program is perfect for:

• ​Senior business leaders and employees

• Women business leaders and support networks

• Anyone in Finance or Financial Services including Wealth Advisors, CFOs, CPAs, Accountants, Bookkeepers, etc.

• Entrepreneurs

• Any organization that struggles with work-life balance, productivity and bringing their authentic selves to work

The audience will leave with:

• ​The tools to unlock their creativity and be more innovative in work and life.

• The self-awareness to become better leaders and team members.

• A proven framework  to create and maintain their own sense of work-life harmony.

• Actionable insights, backed by scientific research, on how to discover and align their authentic selves and inner talents with the work they do.

• A 30-day plan to discover new physical and creative outlets outside of work that help them recharge their souls.

• Resources and tools for practicing mindfulness and meditation for greater peace of mind, productivity and success in business and life.

• The tools to build supportive networks both inside and outside of work.

Description: Business, Balance & Bliss: How the B3 Method® Can Transform Your Career and Life

Is it getting harder to find success in your business? Or has your work become mechanical or routine? Amy Vetter, an accomplished business executive, serial entrepreneur, CPA, and yogi, will show you how to put your soul back into business by rekindling or discovering the spark you desire for your career and life. In this talk, Amy will provide listeners with insights and actionable tips, backed by scientific research, on how to discover and align their authentic selves and inner talents with the work they do. Attendees will learn how to break free from unhealthy patterns that aren’t creating happiness. They’ll gain the tools to become more self-aware and connected to others around them, create their own sense of work-life harmony, know how to take their expertise and pivot to align with their personal purpose, and develop the technology practices (and boundaries) to put in place to lead a more mindful, connected and fulfilled life.

Format: ​Based on your organization’s goals, Amy can present a 45-60 minute keynote, moderate a panel discussion, lead a webinar or conduct a half to full-day workshop on this program.

This program is perfect for:

• ​Senior and junior women business leaders
• Women’s groups within Finance or Financial Services including Wealth Advisors, CFOs, CPAs, Accountants, Bookkeepers, etc.
• Women entrepreneurs
• Any organization looking to support women in the workplace

The audience will leave with:

• ​An understanding of 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.
• Actionable insights on how to create and nurture a supportive women’s network, the importance of managing up and down, and the power of finding or being a sponsor, not just a mentor.

Description: 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 research and lessons learned from her own experience, and that of women she admires, on how to grow and learn at any stage of your career to achieve your goals.

Companion Book: As a take-away for attendees to implement what they’ve learned after your event, you can complement this talk with Amy’s companion book: Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life.​

Amy Vetter’s Cherished Advisor Speaking Series Include:

• Becoming a Cherished Advisor: Utilizing AI & Machine Learning to Create a Human Connection With Clients
• Becoming a Cherished Advisor: The Soft Skills Needed To Create Long Lasting Client Relationships
• Becoming a Cherished Advisor: The Technology, the Process, and Practice Management
• Becoming a Cherished Advisor: Designing the Future Firm — Next Generation Hiring, Staffing and Succession Planning

Companion Book Authored by Amy: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud

Format: ​Based on your organization’s goals, Amy can present a 45-60 minute keynote, moderate a panel discussion, lead a webinar or conduct a half to full-day workshop on one or all of the programs above.

This program is perfect for:

• Business leaders and team members in financial services including Wealth Advisors, CPAs, Accountants, and Bookkeepers
• Anyone looking to grow their financial advisory practice

Depending on the speaking program above, the audience will leave with:

• An understanding of AI and machine learning and how to embrace new technology to grow their practice;
• The knowledge of how to become a cherished advisor by creating real value for their clients by analyzing financial data to help them make informed business decisions;
• The understanding of how to become an integral part of their clients’ real-time decision-making process, in a proactive, rather than reactive way;
• An understanding of the latest hiring trends and how to create next-generation hiring, staffing and succession plans;
• The knowledge of a few select technologies that help firms grow and expand; and,
• The ability to address workflow, staffing and other processes by successfully integrating technology into their practice;

Descriptions for two talks from the Cherished Advisor series:

Becoming a Cherished Advisor: Utilizing AI & Machine Learning to Create a Human Connection With Clients

Artificial intelligence, cloud technology and machine learning have changed the way our clients manage their business 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, attendees will gain an understanding of how technology will change the way they work with their clients, staff, and themselves. They will learn how to leverage technology’s gift of more time to become “Cherished Advisors” — highly-valued strategic partners whom their clients rely on to successfully meet their financial goals in business and life.

Becoming a Cherished Advisor: The Soft Skills Needed to Create Long-Lasting Client Relationships

As accounting and bookkeeping 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, which doesn’t leave enough time in our day to help our clients actually improve their businesses at a holistic level. With cloud technology, artificial intelligence and machine learning, much of the traditional data entry tasks of the past will be reduced. However; the human side of the experience can never be replaced by tech

Format: ​Based on your organization’s goals, Amy can present a 45-60 minute keynote, moderate a panel discussion, lead a webinar or conduct a half to full-day workshop on a program or combination of programs below.

Companion Book Authored by Amy: Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life

This program is perfect for:

• ​Senior business leaders and employees

• Women business leaders and support networks

• Anyone in Finance or Financial Services including Wealth Advisors, CFOs, CPAs, Accountants, Bookkeepers, etc.

• Any organization that struggles with technology and digital transformation, work-life balance, and building long-term customer and employee relationships.

In this presentation, attendees 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 they do.

• Learn how to let technology do the heavy lifting so they can dedicate more time to developing the soft skills necessary to create a collaborative and lasting relationship with customers, employees, and colleagues.

Description: Ignite the Soul of Your Business: Embracing Technology, Innovation and Mindfulness to Create Lasting Human Connections

With artificial intelligence and machine learning, the way we work and communicate will change. However, technology cannot replace one thing: human connection. Learn how to use technology’s gift of more time to become highly valued, cherished partners whom your clients, colleagues and employees can’t imagine living without. Learn how technology will not isolate humans or make our work irrelevant as some fear. Instead when used correctly, and given the right amount of focus, technology can empower people to tap back into their purpose, become more mindful and innovative, improve collaboration and communication, and create long-term, prosperous business relationships. Creating a culture that embraces technology as a new way of working allows for authenticity, creativity and self-discovery, which is the key to innovation and igniting the soul of your business.