Upcoming Webinars
Self-Study CPE
MAKING YOUR RESOLUTIONS WORK
USE YOUR NATURAL ABILITIES TO ALLEVIATE STRESS
Archived Webinars
BE MORE PRESENT TO BE PRODUCTIVE: INTENTIONAL TIME MANAGEMENT
Recorded Date
April 9, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Real Estate Professional, Small Business Owner
CREATE WORK-LIFE HARMONY: CHANGE YOUR HABITS TO CHANGE YOUR LIFE
Recorded Date
April 3, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Real Estate Professional, Small Business Owner
GETTING BACK TO WHO YOU ARE: AUTHENTICITY
Recorded Date
March 19, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Real Estate Professional, Small Business Owner
DEVELOPING YOUR 30-DAY PERSONAL PURPOSE PLAN
Recorded Date
March 5, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Real Estate Professional, Small Business Owner
CREATING A TECH STACK FOR YOUR TAX & CLIENT ADVISORY SERVICES PRACTICE
Recorded Date
February 18, 2025
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm
MINDFUL TECHNOLOGY: EMBRACING TECHNOLOGY, INNOVATION, AND HUMAN CONNECTION
Recorded Date
February 17, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
BECOMING A CHERISHED ADVISOR®: DESIGNING A SUCCESSFUL TAX & CAS EXPERIENCE
Recorded Date
January 29, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
BECOMING A CHERISHED ADVISOR®: HOW TO GROW & SCALE A CAS PRACTICE
Recorded Date
December 20, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
PIVOTING ON YOUR PATH
Recorded Date
December 16, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Real Estate Professional, Small Business Owner
BECOMING A CHERISHED ADVISOR®: THE TECHNOLOGY, THE PROCESS & PRACTICE MANAGEMENT
Recorded Date
November 6, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
SCALING YOUR CAS FIRM: 5 KEY TRAITS FOR SUCCESS
Recorded Date
August 12, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
THE CHERISHED ADVISOR®: THE SIMPLE SALES PROCESS
Recorded Date
December 11, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Communications & Marketing
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm
AI HORROR STORIES: SHINING A LIGHT ON THE DARK SIDE OF AI
Recorded Date
November 3, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
BEING PRESENT TO BE PRODUCTIVE: INCORPORATING MINDFULNESS INTO OUR DAY
Recorded Date
February 1, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner
BEST-IN-CLASS TECH STACK FOR YOUR CLIENT ADVISORY SERVICES (CAS) PRACTICE
Recorded Date
September 27, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Computer Software and Applications
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm
WHAT'S HAPPENING TO FIRM CAPACITY AND HOW TO ADDRESS IT BEFORE TAX SEASON
Recorded Date
February 22, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm
YOUR PERSONAL BRAND: STAYING TRUE TO YOURSELF
Recorded Date
March 24, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner
MINDFUL TECHNOLOGY: EMBRACING MINDFULNESS TO THRIVE IN A CHANGING WORLD
Recorded Date
January 13, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner
AUTOMATING THE TAX WRITE UP CLIENT: NEW SOLUTIONS FOR A NEW WORLD
Recorded Date
October 2, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
HOW LEADING FIRMS HAVE PIVOTED TO MEET THE CHANGING CIRCUMSTANCE OF COVID-19
Recorded Date
July 17, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
COMING OUT OF COVID WITH A PLAN FOR SUCCESS: AN ACCOUNTING PROFESSIONAL'S GUIDE
Recorded Date
July 10, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
FROM REACTIVE TO PROACTIVE: OPTIMIZING YOUR ACCOUNTING FIRM POST-PANDEMIC
Recorded Date
July 1, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm
THE FUNDAMENTALS OF AI FOR ACCOUNTANTS: AI, ML, RPA, WTH?!!
Recorded Date
October 7, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
BECOMING A CHERISHED ADVISOR: CREATING HIGH PERFORMING TEAMS
Recorded Date
March 6, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other
BECOMING A CHERISHED ADVISOR: DESIGNING THE CLIENT EXPERIENCE
Recorded Date
February 6, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other
FUNDAMENTALS OF BLOCKCHAIN: AN INTRODUCTION TO WHAT EVERYONE IS TALKING ABOUT
Recorded Date
January 22, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
BECOMING A CHERISHED ADVISOR: DEFINING YOUR PURPOSE AS A BUSINESS
Recorded Date
January 9, 2019
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other
PRACTICAL SECURITY TIPS WHILE WORKING IN THE CLOUD
Recorded Date
December 17, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
CYBERSECURITY: SECURITY TIPS FOR WORKING IN THE CLOUD
Recorded Date
December 6, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
BLOCKCHAIN FUNDAMENTALS: WHAT CPAs NEED TO KNOW
Recorded Date
November 26, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
FOCUS YOUR ATTENTION FOR GREATER PRODUCTIVITY & BETTER TIME MANAGEMENT
Recorded Date
January 8, 2018
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner
FINDING BALANCE IN BUSINESS
Recorded Date
November 21, 2017
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Personal Development
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner
FIRMS THAT HAVE GREAT TECHNOLOGY ATTRACT GREAT TALENT
Recorded Date
March 3, 2016
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Other
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
Byron Patrick, CPA, CITP, CGMA, MCSE, CCA
The B3 Method Institute
VP of Client Success
byron@amyvetter.com
(703) 715-4948
Resources
Deal: The B3 Method Institute Membership
Embark on a journey to achieve your desired potential in your work and personal life through the B³ Method (Business + Balance = Bliss). Receive 5-10 minute learning content, exercises and guided meditation videos each week. Topics include ...
| Company | The B3 Method Institute |
| Category | STORE |
| Original Cost | $29.00 |
| Cost | FREE |
| Intended Audience | CPA - small firm CPA - medium firm CPA - large firm Small Business Owner |
Breaking Beliefs - Amy Vetter
Give a gift to yourself each week during this podcast to go on a self journey and explore the internal beliefs that drive your patterns and habits that can show up in ways that prevent you from what you want most in your life, whether at wo...
| Company | The B3 Method Institute |
| Category | FREE CONTENT;PODCAST |
| Intended Audience | CPA - small firm CPA - medium firm CPA - large firm Other |