Elevate Your Leadership Skills,
Master Tech Trends,
and Achieve Work-Life Harmony®
Master Tech Trends,
and Achieve Work-Life Harmony®
Two Exclusive Webinar Tracks
Grow personally and professionally with webinars tailored to your unique needs.
Purchase Webinars Individually or in Bundles (see Bundle Pricing)
Purchase Webinars Individually or in Bundles (see Bundle Pricing)
Work-life Harmony and Transformation is Possible
Monday, November 6, 2023 01:00 PM ET
Monday, November 6, 2023 01:00 PM ET
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
75 minutes, 1.5 CPE credits
Finding Balance by Being Intentional With Your Time
Tuesday, December 5, 2023 02:00 PM ET
Tuesday, December 5, 2023 02:00 PM ET
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
100 minutes, 2 CPE credits
Key Traits of a Connected Leader®
Tuesday, December 12, 2023 12:00 PM ET
Tuesday, December 12, 2023 12:00 PM ET
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
60 minutes, 1 CPE credit
Becoming a Cherished Advisor®: Designing a Successful Client Experience
Thursday, Oct 26, 2023 02:00 PM ET
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.
75 minutes, 1.5 CPE credits
Selecting, Creating and Implementing a Tech Stack
Tuesday, Nov 7, 2023 01:00 PM ET
Tuesday, Nov 7, 2023 01:00 PM ET
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
100 minutes, 2 CPE credits
AI, GPT, ML, RPA, WTH?!
Monday, Dec 11, 2023 01:00 PM ET
Monday, Dec 11, 2023 01:00 PM ET
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
60 minutes, 1 CPE credit
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Pricing
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Pricing
60 Minutes Webinars: $69 per webinar
75 Minutes Webinars: $79 per webinar
100 Minutes Webinars: $99 per webinar
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
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
Bliss Bundle
All 6 Webinars for $299
Full bundle includes:
• 3 Technology Webinars
• 3 Mindfulness Webinars
• Private Facebook Community
• Bonus Articles and Videos
• CPE
• 90 Days of B³ Yoga
• Business, Balance & Bliss Book
• Disconnect to Connect Book
Perfect for:
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Professionals
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Business Leader
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Mindfulness Seekers and Teachers
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Technology Implementers and Operators
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Entrepreneurs and Business Owners
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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.
B³ Yoga! Practicing with us Virtually is SIMPLE!
B³ Yoga! Practicing with us Virtually is SIMPLE!
As a bonus, every B³ CAS course includes 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.
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.
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The B³ Yoga includes:
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Monthly LIVE Yoga Events
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Unlimited access to our Virtual Library
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Exclusive access to a private community group on Facebook to collaborate with others on the B³ Journey.
