Full Catalog
Courses
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The Fractional CFO & Advisory Mastermind
Live virtual cohort · 7 sessions · Up to 21 CPE
Seven live sessions with Amy Vetter and Carl Seidman on the business model behind a fractional or advisory practice: pricing, positioning, and where the clients come from. -
Cherished Advisor®: Tax & Client Advisory Services Practice Roadmap
Self-paced · 90 days · $99/mo or $295 for full access
For practitioners focused on compliance work who want to add advising. Ends with a 12-month roadmap you own and can start using immediately. -
The Simple Sales Process: Grow + Scale Your Practice
Self-paced · Start anytime · $99.95/mo
The sales side of a practice: what you charge, how you're known, how prospects find you. For owners whose growth has stalled at the conversation where someone has to say yes. -
Work-Life Harmony® & Finding Balance
Self-paced · 4 weeks · $199
Four weeks of curriculum, reflection, and yoga practice examining where your balance is actually breaking down. Amy built it from her own move out of burnout. -
Be Present to be Productive: Intentional Time Management
Self-paced · 4 weeks · $199
A system for managing attention instead of time. This course dives deep into one skill per week. Perfect for people losing hours a day to interruptions and want to get their time back. -
Achieving Work-Life Harmony® Through Yoga Fundamentals
Self-paced · Parts 1 and 2
Two self-paced parts covering the fundamentals, no prior practice assumed and no flexibility required. A practice you can hold onto during the seasons you're least likely to start one.
Signature Keynotes
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Fulfillment ROI®: The Hidden Secret to Profitability, Employee Engagement, & Customer Loyalty
Details: Keynote · Culture and retention
Description: Your top performers are often burning out because they love their jobs. This keynote gives leaders the Hierarchy of Fulfillment framework to find the psychological roots of disengagement before the resignation lands. -
From Transactional to Transformational: Aligning Firm Strategy, CAS, and AI
Details: Keynote · Firm strategy and AI
Description: Advisory has never been fully defined, and now AI is being tested in pockets with no firm-wide plan for what people do alongside it. Amy maps the five trends stalling transformation and closes on the B³ Innovation Planning framework: what to start, what to speed up, and what to stop. -
Activating the Advisory Mindset in the Age of AI
Details: Keynote · Advisory mindset
Description: Advisory is a mindset before it is a service line, and financial expertise is the prerequisite rather than the differentiator. For practitioners who call themselves advisors and keep finding themselves back in the compliance work. -
Disconnect to Connect: Practicing Mindfulness in the Workplace
Details: Keynote · Mindfulness and presence
Description: Desk meditation, breathwork, chair yoga, and boundary-setting tools, delivered as an interactive session with audience participation. Audiences leave with practices they can use the same afternoon. -
The Connected Leader: Creating an Engaged Company Culture in the Digital Age
Details: Keynote · Leadership and change
Description: When organizations change, individual patterns of behavior show up in ways that quietly stop the business from moving. An emotional journey of self-reflection that leaves leaders more compassionate, more mindful, and better at getting to a shared outcome. -
The Connected Leader: The Leadership and Communication Skills to Help You Thrive
Details: Keynote · Communication and executive presence
Description: The leaders organizations can least afford to lose are the ones who can communicate their expertise in a way that moves people. This keynote covers the six areas of communication that separate tactical managers from strategic ones. -
Work-Life Harmony and Transformation is Possible in Your Organization
Details: Keynote · Organizational transformation
Description: The organizations losing their best people have a culture that says burnout is the cost of ambition, and a raise won't fix that. Drawing on real transformations, Amy shows how leadership, process, and well-being combine into careers people grow into instead of escape from. -
Mindful Technology: The Crossroads of Human Connection and Implementing Technology
Details: Keynote · Technology adoption
Description: The fear that technology replaces human connection is understandable and, implemented thoughtfully, backwards. Built for organizations mid-transition who want their people equipped rather than threatened. -
Intentional Time Management: Redefining Productivity From the Inside Out
Details: Keynote · Productivity and boundaries
Description: Most time management advice treats the calendar as the problem. This one starts with the patterns, habits, and beliefs that quietly undermine every system you've tried, and sends people out with tools they can apply that week. -
Change Your Habits to Change Your Life
Details: Keynote · Habits and mindset
Description: Most professionals already know what needs to change, which is not the same as being able to change it. Amy shows how recognizing a recurring pattern is the first move, and how changing one habit ripples into teams, relationships, and results.
Workshops + Consulting
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Human + AI: From Transactional to Transformational
½ day–2 days · In-person or virtual cohort
Decide what AI handles, what your people own, and where the handoffs live. Leadership leaves with a start / speed up / stop list they built themselves. -
The Cherished Advisor®: Create Your Transformation Roadmap
½ day–2 days · In-person or virtual cohort
Rethinks the business processes underneath the technology. Firms leave holding a 12-month advisory roadmap with named owners and a resourcing budget. -
The Connected Leadership Workshop
½ day-2 days
For organizations promoting strong technicians into leadership and watching them struggle. Builds the communication and connection skills the technical track never taught, and breaks limiting beliefs holding your leaders back.
Retreats
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The B³ Retreat: Disconnect to Connect
Three days · San Marcos, CA
Three days away from everything pulling at your attention, to figure out what you actually want from your work and your life. You leave with a real plan, which lasts longer than a feeling. -
Corporate + Leadership Retreat
Multi-day · Offsite
Leadership offsite for the deeper work, away from the day-to-day. Most engagements include group coaching after the retreat ends.
Community
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Burnout Antidote App
App and community · $7.99/mo for founding members
All three pillars of the B³ Method as a daily practice: professional development, virtual yoga, and mindfulness content built for people who don't have an hour.
The B³ Method Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.