Work-life Harmony and Transformation is Possible

Monday, November 6, 2023 01:00 PM
75 minutes, 1.5 CPE credits

With work compression and staffing capacity issues creating stress in accounting, the risk of not having bench strength is at all time high. Learn the actionable steps to create a work environment that fosters both personal growth and professional success. We’ll discuss how to balance the demands of your career while maintaining a fulfilling personal life, all while building a culture that values each team member.

• Build a career and life that complement each other
• How to retain and recruit top talent for a lasting, resilient culture
• Strategies for individual fulfillment that elevate the entire organization

Finding Balance by Being Intentional With Your Time

Tuesday, December 5, 2023 02:00 PM ET
100 minutes, 2 CPE credits

Has work taken over your life?
Do you feel stressed all the time? Many of us lack focus on taking care of our well-being and overwork ourselves each day, which often causes us to feel depleted. We delve into the psychology of time management and offer practical strategies to maintain well-being.

• The science behind work-life balance
• Proven time management techniques
• The role of well-being in overall life satisfaction

Key Traits of a Connected Leader®

Tuesday, December 12, 2023 12:00 PM ET
60 minutes, 1 CPE credit

Leadership is not just about managing teams; it's about understanding yourself better to connect with your team on a deeper level. 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 your colleagues.

• The psychology of leadership and emotional intelligence
• Strategies to break harmful habits and thought patterns
• The role of mindset in effective leadership and change management

Becoming a Cherished Advisor®: Designing a Successful Client Experience

75 minutes, 1.5 CPE credits
Thursday, Oct 26, 2023 02:00 PM ET

As advisors, we strive to improve our clients’ businesses with the information we provide them. Yet many still spend most of their time keeping up with regulations, compliance, and tax deadlines. This doesn’t leave time to advise clients on how to improve their businesses holistically. Learn how to create an end-to-end engagement, from client prospects and onboarding new clients to understanding how to interpret and communicate financial results on an ongoing basis. Attendees will learn why onboarding matters and the elements of a great onboarding experience.

• Building collaborative and impactful client relationships
• Create value by going beyond the numbers by telling the story behind them
• Become an integral part of the business's decision-making processes in a proactive way
• Learn the elements of an exceptional onboarding experience, including internal dashboards, quick time to value, and client feedback.

Selecting, Creating and Implementing a Tech Stack

Tuesday, Nov 7, 2023 01:00 PM ET
100 minutes, 2 CPE credits

Modernize your practice with the right technology. Whether you deliver bookkeeping, controllership, or tax services, learn to identify the technology solutions that can help you automate your practice, free up more time to spend with your clients, and solve many of the pain points you encounter daily while delivering these services.

• Recognize how to select technology that will meet the needs of your practice
• Select technologies based on practice size and specialization
• Identify technology solutions that your clients in vertical industries
• Learn how to implement new technology and navigate the obstacles

AI, GPT, ML, RPA, WTH?!

Monday, Dec 11, 2023 01:00 PM ET
60 minutes, 1 CPE credit

Emerging technologies can be overwhelming. This presentation offers an accessible introduction to Artificial Intelligence (AI), Generative Pre-training Transformer (GPT), Machine Learning (ML), and Robotic Process Automation (RPA). Stay at the forefront of your field by understanding these tools, leveraging their capabilities, and anticipating their future effects on your practice.

• Learn the fundamentals and key concepts of AI, GPT, ML, and RPA
• A review of the latest advancements in these technologies and how they're reshaping the accounting landscape
• Identify potential applications within the accounting profession, from automating routine tasks, and more


Bliss Bundle Includes:

Buy $299.00

Bliss Bundle

All 6 Webinars for $299
Full bundle includes:
• 3 Technology Webinars
• 3 Mindfulness Webinars
• Private Facebook Community
• Bonus Articles and Videos
• CPE
• 30 Days of B³ Yoga
• Disconnect to Connect Book
• Business, Balance & Bliss Book

Buy Now!

Disconnect to Connect: Tap Into the Power Within You to Create the Life You Desire

Based on Amy’s personal stories and the tools and research to break the cycle of negative generational patterns that create unwanted outcomes in our present lives. By disconnecting from the daily pressure, you can gain perspective on the patterns that hold you back at work or in your personal life. This journey of self reflection will unlock your truth, how your past impacts you and discover more compassion for yourself and others.

Business, Balance & Bliss: How the B³ Method® Transforms Your Career and Life

Discover or rekindle the spark you desire in your career and life. With Business, Balance & Bliss®, learn valuable insights and tools based on Amy’s work-life journey and those of other successful business leaders, backed by the latest scientific research, on how to discover and align your authentic self and inner talents with the work you do.

Perfect for:

  • Professionals

  • Business Leader

  • Mindfulness Seekers and Teachers

  • Technology Implementers and Operators

  • Entrepreneurs and Business Owners

  • Continuous Learners

Instructors

Amy Vetter, CPA, CITP, CGMA, is the CEO of The B3 Method Institute

Amy Vetter is a transformational business keynote speaker, CEO, author, and host of the podcast, Breaking Beliefs. She brings her unique perspective as a CPA, Yogi, and Technologist to audiences and has authored multiple books, including Disconnect to Connect and Business, Balance & Bliss. For inspiration, follow her @AmyVetterCPA.

Byron Patrick, CPA.CITP, CGMA

Byron Patrick bridges technology with accounting, innovating firms nationwide. He founded Simplified Innovations Inc, furthered automation at Botkeeper, and now aids leaders in achieving Business, Balance & Bliss at The B³ Method Institute. A prominent speaker, he shares insights on accounting technology at various conferences and contributes to several publications, including the Journal of Accountancy.

Earn Exclusive CPE Credits For Accountants:

Earn valuable CPE credits for selected webinars—details provided in individual webinar descriptions.



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.

 

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B³ Yoga! Practicing with us Virtually is SIMPLE!

As a bonus, B³ Bundles include unlimited access to our extensive Yoga Library with monthly live classes and exclusive access to a private community group on Facebook to collaborate with others on the B³ Journey. Signature

Featuring a range of meditation and yoga classes for all skill levels—including Vinyasa, Meditation and Pranayama, Restorative, Gentle Yoga, Slow Mo, Fundamentals, Beginner Yoga, and Yin Yoga—there’s something for everyone.

  • The B³ Yoga includes:

  • Monthly LIVE Yoga Events

  • Unlimited access to our Virtual Library

  • Exclusive access to a private community group on Facebook to collaborate with others on the B³ Journey.