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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

Webcast


OVERVIEW

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.

DESIGNED FOR

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

BENEFITS

* 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

COURSE LEVEL

Basic

INSTRUCTOR

Amy Vetter

Amy Vetter, CPA, CITP, CGMA

CEO

The B3 Method Institute

Amy Vetter is the CEO of The B3 Method Institute and Drishtiq Yoga, a keynote speaker, corporate advisor, board member, author, and host of the podcast, Breaking Beliefs. As a CPA and Yogi -- who specializes in Technology Innovation – Amy provides a unique perspective. She inspires financial professionals to implement and use technology in a thoughtful way so that it does the heavy lifting, freeing them to develop collaborative, lasting relationships. Amy’s speaking programs encompass transformative topics on digital transformation, mindfulness, leadership, employee engagement, company culture, as well as change management and innovation. She is the author of two books: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by Wiley, and Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. Amy is a board member for the Ohio Society of CPAs as well as a member of multiple American Institute of Certified Public Accountants (AICPA) committees. Amy has been repeatedly recognized as a “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor, and as a “Top 100 Most Influential Person” by Accounting Today. Amy shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, and CPA Practice Advisor. Learn more at www.amyvetter.com, and subscribe to Amy’s Breaking Beliefs Podcast on Apple Podcasts and Spotify. For daily inspiration, follow @AmyVetterCPA on Facebook, Instagram, LinkedIn and Twitter.

PRICING

$35.00 - Member

$45.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

AICPA/NJCPA