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Episode 46:

Disconnect to Connect

Amy Vetter


The Upstream Leader’s Jeremy Clopton chats with Amy Vetter about her new book, Disconnect to Connect. The conversation covers a variety of topics based on the idea that disconnecting from our backstories can help us create more successful futures. Amy shares stories from her career and other leaders she has worked with on how they have and are currently working to apply these principles.

About the Guest

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 and

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. To share her message more broadly, Amy presented the award-winning TEDx Talk, “Disconnect to Connect: The Path to Work-Life Harmony.”

Amy’s second book Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, is published by John Wiley & Sons. In her book, she explores that while technology is replacing much of the traditional data entry tasks of accounting professionals, there is one thing it cannot replace: human connection. This book is the CPA, accounting professional and bookkeeper’s ‘how-to” guide to becoming a “Cherished Advisor” — a highly valued, strategic advisor who is a critical component to their clients’ success.

Amy has been recognized by many organizations. Most notably as the:
  • Most Powerful Women in Accounting by the AICPA & CPA Practice Advisor (2022 – 2016)
  • Top 100 Most Influential People in Public Accounting by Accounting Today (2019, 2017 – 2015)
  • Most Compelling Presentation Award Winner at the 2018 AICPA Executive Roundtable
  • Audience Choice Award Winner for the TEDx Cincinnati Salon (2017)
  • Outstanding 40 under 40 by CPA Technology Advisor (2009, 2006)