Instructor
Amy Vetter
Instructor
Amy Vetter, CPA, CITP, CGMA, MBA, 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 has been recognized by many organizations. Most notably as the:
Learn more at www.amyvetter.com and follow @AmyVetterCPA on Facebook, Instagram, LinkedIn and Twitter.
Cloud technology, AI, Machine Learning and Blockchain are 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 as well as to create greater team engagement internally 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.
*Identify trends happening currently that will impact the future of accounting and auditing, such as artificial intelligence, blockchain, cloud computing, and more *Recognize what Cloud Advisory services are and how an audit practice can use these practitioners to their advantage *Distinguish 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
• Cloud technology, AI, Machine Learning and Blockchain
• Cloud Advisory services
• Utilization of remote technology and technologic innovations to create more efficient engagements
• Next steps for audit firms to avoid being disrupted
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*Public accounting partners, managers, and staff supporting clients from an audit, tax and SOC services