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


Business Bundle Includes:

Buy $149.00

Business Bundle - Business, Technology, and Automation
Business Bundle - Business, Technology, and Automation

3 Webinars for $149
Full bundle includes:
• 3 Technology Webinars
• Private Facebook Community
• Bonus Articles and Videos
• CPE
• 30 Days of B³ Yoga

Order Now!

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, 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, 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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Pricing All Bundles

60 Minutes Webinars: $69 per webinar
75 Minutes Webinars: $79 per webinar
100 Minutes Webinars: $99 per webinar

Buy $149.00

Business Bundle - Business, Technology, and Automation
Business Bundle - Business, Technology, and Automation

3 Webinars for $149
Full bundle includes:
• 3 Technology Webinars
• Private Facebook Community
• Bonus Articles and Videos
• CPE
• 30 Days of B³ Yoga

Buy Now, $149!

Balance Bundle - Mindfulness and Work-life Harmony®
Balance Bundle - Mindfulness and Work-life Harmony®

3 Webinars for $199
Full bundle includes:
• 3 Mindfulness Webinars
• Private Facebook Community
• Bonus Articles and Videos
• CPE
• 30 Days of B³ Yoga

Learn More

Bliss Bundle
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
• Business, Balance & Bliss Book
• Disconnect to Connect Book

Learn More