Training your team can use on Monday
WORKSHOPS
Half-day to multi-day sessions for firms and organizations working through
AI adoption, leadership gaps, and the burnout underneath both.
Built by Amy Vetter, CPA, CGMA, RYT500, CSP and CEO of The B³ Method Institute.
Sometimes You Need More Than a Keynote
A workshop or corporate retreat is where your team leaves with something tangible: a roadmap, a people plan, a set of boundaries they've drafted themselves.
Every session is interactive, built around your organization's real constraints, and customized before it's delivered. Amy and The B³Method has run workshops across industries and North America.
The follow-up is where the value shows up, so most engagements include group coaching after the workshop ends.
CHOOSE YOUR WORKSHOP FORMAT
In-Person Experience
A fully immersive experience that transforms how your organization's leaders operate. This collaborative environment provides intensive skill-building with immediate application and peer feedback.
Virtual Cohort
A structured series of interactive online sessions designed for maximum flexibility. Delivers the same transformative content and accountability while minimizing disruption to operations.
Which Workshop is Right For You?
| If your organization is… | Start with | Typical length |
|---|---|---|
| Testing AI in pockets with no firm-wide plan for what people do alongside it | Human + AI: Building Your Transformation Roadmap | 1–2 days |
| Trying to grow advisory work but stuck delivering compliance | Cherished Advisor®: Create Your Transformation Roadmap | 1–2 days |
| Promoting strong technicians into leadership and watching them struggle | The Connected Leadership Workshop | 4, 8, or 16 hours |
| Losing people to burnout and disengagement faster than you can replace them | Practicing Mindfulness in the Workplace | Half day |
| Ready to take leadership offsite for deeper work | Corporate & Leadership Retreat | Multi-day |
Human + AI: From Transactional to Transformational
Decide what AI handles, what your people own, and where the handoffs live.
For: firm leadership, partners, and department heads
Most organizations are testing AI without deciding what their people do alongside it. Teams build tools nobody is assigned to maintain. The advisory strategy in one service line doesn't line up with the one next door. None of it announces itself as a crisis, which is exactly why the cost compounds quietly until a client leaves.
This workshop maps the five trends stalling transformation right now, then puts your leadership through the B³ Innovation Planning model: sorting your own work into what's mission-critical, what's good enough to automate, what deserves real research time, and what to stop doing altogether. Live polling throughout means the room sees where it collectively stands before anyone commits to anything.
What your team builds:
A Human + AI map across the engagement lifecycle: before, during, and after the work
A definition of advisory the whole organization works from, instead of one per service line
A start / speed up / stop list built by the leaders who have to execute it
The skills, roles, and career paths a Human + AI team requires
Criteria for deciding which clients and industries fit the strategy
The Cherished Advisor®: Create Your Transformation Roadmap
A 12-month business plan your firm leaves the room holding.
For: accounting firm owners, partners, managers, and practice leaders
Technology implemented on top of unchanged processes just makes the old way faster. This workshop rethinks the business processes underneath: defining your firm's purpose, selecting a vertical niche, assessing which technology actually fits your mission, and re-engineering how your team and clients work together.
It's interactive and collaborative throughout, and it asks for real commitment after the event. Firms that finish leave with a 12-month client advisory services roadmap and the budget, roles, and critical success factors to execute it.
What your firm builds:
A 12-month Client Advisory Services roadmap with named owners
A resourcing and staffing budget tied to near- and long-term goals
Pricing, sales, and marketing considerations for launching advisory
A SWOT and the critical success factors to hold people accountable against
The Connected Leadership Workshop
Leaders who build engaged teams instead of burned-out ones.
For: emerging and established leaders, leadership development programs, partner groups
Connected leaders create resilient cultures where authentic leadership and team well-being drive measurable results. This transformative workshop equips leaders with evidence-based strategies that deliver Fulfillment ROI — simultaneously boosting profitability and employee engagement while reducing burnout.
What your team builds:
Authentic relationships that reduce turnover and increase innovation
Mindful presence that sharpens decision-making and communication
Boundaries that improve performance and fulfillment at the same time
A people plan and a personal purpose plan they leave with in writing
Delegation and coaching skills their teams feel within weeks
Corporate & Leadership Retreats
Some work doesn't happen in a conference room with everyone's laptops open. The retreat takes your leadership offsite for multiple days of group coaching, yoga and meditation, and the kind of conversation people don't have when they're going back to their desks at five.
Led by Amy at retreat properties selected for the setting. CPE eligible.
What your team builds:
A clear read on where they're personally off balance and what it's costing
Practical skills for being present in conversations, meetings, and conflict
Empathy as a working leadership skill, not a personality trait
Common ground with colleagues they've been misreading
Daily practices that survive a busy season
Formats + Delivery
How the workshops run
Group Coaching Cohorts
Monthly or bi-monthly 90-minute virtual sessions perfect for groups of 5–7 leaders.
The sessions cover themes like: time management and people plan implementation, personal purpose planning and goal setting, boundary setting, emotional energy management, career fulfillment practices, and goal review.
Cohort coaching may be offered as a stand-alone program for teams seeking structured accountability.
Choose your format
In-person experience — immersive and collaborative, the perfect environment to build something tangible together.
Virtual cohort — structured online sessions, best for leaders spread across offices or for spacing the work over months.
Choose your length
Multi-Day
Full-Day
Half-Day
Discuss your specific leadership challenges and how a customized workshop can address them
Client Success Stories
“You are proving to be quite a competitive advantage for us at Wiss! We are very grateful for you. I couldn’t imagine that we’d be anywhere near the progress we have made without Amy leading the way!”
— Paul Peterson, Managing PartnerThank you Amy Vetter for an insightful, engaging, truthful and re-energizing 3 days together! You did a great job facilitating our discussions and sharing from your experiences.
— Diana Miller, CPA"This was one of the most amazing workshops I have ever attended. It was so insightful, motivating, and eye opening. I highly recommend for others looking for leadership coaching."
— Stephanie Sherman, Senior Tax ManagerOrganizational Impact:
By the Numbers
Based on data collected from organizations that have implemented The B3 Method Institute’s Connected Leader framework:
100% of participants in workshops and coaching reported some form of positive change in their leadership approach
89% successfully implemented time management strategies that enhance both productivity and well-being
93% noted significant improvement in their ability to delegate effectively
87% experienced a measurable reduction in workplace stress and burnout
Frequently Asked Questions
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Short answer, as long as you need.
You can choose four hours to two days, depending on the workshop and the outcome you need.
Most leadership and mindfulness sessions run optimally at 4, 8, or 16 hours. The transformation roadmap workshops work best at one to two days, because a team can't build a real 12-month plan in an afternoon.
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Yes. Leadership and mindfulness workshops run as virtual cohorts. The roadmap workshops are stronger in person, since the collaborative building is most of the value.
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The B³ Method Institute is registered with NASBA as a sponsor of continuing professional education. Each workshop is guaranteed credit hours. Credit hours vary by workshop and length.
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Pricing depends on format, length, group size, and travel. We start with a 30-minute consultation to scope what works best for your organization.
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A keynote is a one-hour session for a large audience. A workshop is a working session for a defined group that produces something in writing.
Start with a conversation
Thirty minutes, no pitch deck. Tell us what's happening inside your organization and we'll tell you which workshop fits, or whether one does at all.