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Wednesday, October 28, 2020 Webcast

The Journey to Becoming a Cherished Advisor: Utilizing AI to Create Opportunities for Long-Lasting Client Relationships (X3-2562692)

9:00 AM - 10:00 AM EDT



Artificial intelligence (AI), cloud technology and machine learning have changed the way our clients manage their business and personal lives. In the financial industry, we strive to improve our clients’ lives with the numbers we provide them. Yet many of us still spend the majority of our time processing data in the traditional sense, rather than helping our clients understand how the numbers impact their business or life at a holistic level. With AI, cloud technology and machine learning, many of the tasks of the past that we are used to doing will be reduced. However, the human side of the experience can never be replaced by technology, only enhanced.


CPAs, corporate finance teams, business leaders and other financial professionals.


* Discuss new technology such as Artificial Intelligence (AI) and Machine Learning (ML);

* Discover how AI and ML is impacting the accounting profession

* Examine how technology changes the way you work with clients, staff, and for yourself

* Become “Cherished Advisors” — highly-valued strategic partners whom your clients rely on to successfully meet their financial goals in business and life

* Identify the soft skills you need in order to create a better relationship with your clients and grow new service lines




Amy Vetter

Amy Vetter, CPA, CITP, CGMA


The B3 Method Institute

Amy Vetter, CPA.CITP, CGMA, is the CEO of The B3 Method Institute. She is a transformative keynote speaker on the mindful use of technology and creator of the B3 Method for Business, Balance & Bliss. Amy has authored two books, including: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by Wiley. It is the CPA and accounting professional’s guide to the future of delivering advisory services to their clients with the rise of technology-driven DIY financial services. Amy was named one of the “Most Powerful Women in Accounting in 2018” by the AICPA and CPA Practice Advisor for the third year in a row. Learn more at and follow @AmyVetterCPA on Facebook, Instagram, LinkedIn and Twitter.


$35.00 - Member

$45.00 - Non Member

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Note: Online pre-registration will close on October 28 at 8:30 AM.


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