Becoming a Cherished Advisor: The Leadership Skills Needed to Help Your Organization Succeed and Thrive FLEXCAST
Available Until
Your Desk
1.0 Credits
Member Price $49.00
Non-Member Price $56.00
Overview
As business professionals, you strive to improve your organization with the information you provide them. Yet many of you still spend the majority of your time writing reports and meeting deadlines, which doesn’t leave enough time in your day to advise your company leaders on how to improve the business at a holistic level. With technology’s gift of more time, you can learn to create the value your company leaders desire by clearly communicating and analyzing information in a way that helps them succeed and thrive. As a result, you can earn a seat at the table when decisions are being made, rather than finding out after the fact. Becoming a Cherished Advisor means that your organization and department leaders consider you a strategic, highly valued partner whom they can’t imagine living without when making key business decisions.
Highlights
Advice has Always Differentiated Humans from Tech. Becoming a Cherished Advisor. Soft Skills. Designing the Experience. Building the Experience. Becoming a Treasured Resource.
Prerequisites
None.
Designed For
CPAs, CFOs, controllers, leaders and managers.
Objectives
Explore how to re-tool to create a differentiated experience for your internal stakeholders, and develop the soft skills needed to build collaborative relationships. Learn how to create value by going beyond the data by telling the story behind them to help business leaders make informed decisions. Become an integral part of your company’s real-time decision-making processes, in a proactive, rather than reactive way. Gain an understanding of the mindset shift and skills needed to become better connected to your internal team, and be considered a “Cherished Advisor” by the business leaders you work with.
Preparation
None.
Notice
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Leader(s):
Leader Bios
Amy Vetter, CPA Crossings LLC
Amy Vetter, CPA, CITP, CGMA, MBA, 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.
Amy is a member of the AICPA Council, a Board Member for the Ohio Society of CPAs, and a member of the AICPA’s Engage Tech+ conference planning committee. Additionally, Amy has been a part of the AICPA’s key blockchain initiatives, including: AICPA’s Blockchain Symposium, technical reviewer and speaker for the AICPA’s Blockchain Fundamentals Program.
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.
As the creator of the B³ Method, Amy authored the book Business, Balance & Bliss: How the B³ Method Can Transform Your Career and Life. In her book, Amy created a methodology, backed by scientific research, on how to live a more authentic life and achieve work-life harmony. This book is based on her own career journey as a CPA, entrepreneur and corporate executive and those experiences of other successful business leaders.
Non-Member Price $56.00
Member Price $49.00