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As accounting, finance and consulting professionals, we strive to improve our clients’ businesses with the financial information we provide them. Yet, many of us still spend the majority of our time entering data, rather than helping our clients improve their businesses at a holistic level. With the increased automation that technology provides, much of the traditional data entry tasks of the past will be reduced. However, the human side of the experience can never be replaced by technology, only enhanced. Our clients are asking for our time, and now with technology’s gift of more time, we can learn to create the value they want by clearly communicating the meaning of financial data in a way that helps their businesses succeed and thrive. In this session, attendees will learn how to develop the soft skills needed to become “Cherished Advisors” -- strategic partners who create a proactive, value-added relationship with their clients throughout the year.
Learning Objectives:
- Explore how to re-tool and develop the soft skills needed to build collaborative relationships
- Create real value by not just processing the numbers but telling the story behind the numbers to help clients make informed business and life decisions
- Learn to become an integral part of their clients’ real-time decision-making processes, in a proactive, rather than reactive way
Amy Vetter, CPA, CITP, CGMA
The B3 Method Institute
CEO
amy@amyvetter.com
(513) 486-6485
Amy Vetter, CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP) is the CEO of The B3 Method Institute and B3 Yoga, which provide ongoing learning to help people in all industries and career levels to achieve their desired potential in work and life.
Amy is a transformative keynote speaker, consultant, board member, author, and host of the podcast, Breaking Beliefs. As the creator of the B3 Method® for Business, Balance & Bliss, Amy has inspired thousands of people at hundreds of events on the mindful use of technology, change management, connected leadership, mindfulness in the workplace, and work-life balance.
As a CPA, Amy is also a key influencer in the accounting and finance profession. She has been named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor and a Top 100 Most Influential Person by Accounting Today multiple times. Amy also shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, CPA Practice Advisor as well as Inc.com and Entrepreneur.com.
With an MBA and deep entrepreneurial roots, Amy is a skilled C-suite executive and corporate board member. She has deep experience in cloud technology and transformation and creating go-to-market (GTM) strategies to scale businesses nationally and internationally. Amy has held leadership roles overseeing sales, education, marketing, and advisory services functions at accounting software companies, as a partner in a CPA Firm, and when she owned and operated her own national accounting and advisory services practice.
Amy authored three books: Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, and Disconnect to Connect; Tap into the Power Within You to Achieve the Life You Desire. Her most recent book is an instant Amazon Bestseller that teaches you the tools and research to break the cycle of negative generational patterns that create unwanted outcomes in our present lives.
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