Do you hear talk about having a "tech stack" and wonder if you have one at your firm? Or maybe you don’t even know where to begin? During this session, Amy Vetter will facilitate a discussion with software providers she has hand-picked and named as part of her “Best-In-Class Tech Stack” so you visualize what that could look like for your own CAS practice.
Whether you deliver bookkeeping, controllership, or outsourced CFO services, these solution providers will provide live demos so you can identify technology solutions that can help you automate your practice, free up more time to spend with your clients, and solve many of the pain points you encounter daily delivering these services.
Learning Objectives:
The B3 Method Institute
CEO
[email protected]
(513) 486-6485
Amy Vetter, CPA, CGMA, RYT500, CSP (Certified Speaking Professional), is a dynamic keynote speaker and CEO of The B³ Method Institute who transforms how organizations measure and achieve success. As one of only 12% of professional speakers worldwide to earn the CSP designation, Amy brings a unique blend of C-level business acumen and mindful leadership expertise to every stage.
Winner of the TEDx Talk Audience Choice Award for "Disconnect to Connect: The Path to Work-Life Harmony," Amy captivates audiences by demonstrating how The B³ Method® and Fulfillment ROI create sustainable success by integrating well-being with business strategy. Her professional journey as a CPA, coupled with her training as a certified health and life coach, gives her a distinctive perspective on creating purpose-driven organizations. Her most requested keynotes address critical challenges through topics including Business, Balance & Bliss, Connected Leadership, and Workplace Wellness.
Named one of the Top 25 Most Powerful Women in Accounting and a Top 100 Most Influential Person in Accounting multiple times, Amy is also the author of "Disconnect to Connect" and host of the Breaking Beliefs podcast. Her practical, engaging presentation style makes her a sought-after speaker for organizations looking to transform their approach to leadership, culture, and sustainable success.
Avalara
Director, Strategic Accountant Solutions & Partnerships
[email protected]
(855) 259-3274
John has over 25 years of tax compliance and audit experience, to include Sales / Use, Telecommunications, income and Property Tax. John has worked in various roles supporting Sales, Marketing, Tax Operations and Processing, Implementation and Training through webinars, speaking engagements and on-site presentations.
ADP
Accountant Channel Executive
[email protected]
(732) 672-7468
Heather Sperduto began her career at ADP®, the global human resources and payroll company, as a district sales manager. With a career spanning two decades, Heather steadily progressed through the organization, moving from corporate sales trainer to corporate accountant services lead to her present position as vice president of Sales Operations for the ADP Accountant Channel. Heather has supported the nationwide design and execution of the ADP Accountant Program.
Throughout her career with ADP, she has leveraged her expertise in roles that take advantage of her competencies in sales, human resources, benefits administration, talent management, and talent acquisition. This encompasses internal associate and leader engagement to drive results, as well as well as a high level of interaction with the accountant community.
BILL
Senior Product Marketing Manager
[email protected]
Brandon Roth is the Senior Manager of Technical Marketing at Bill.com. After years of consultation and sales, supporting firms of all sizes and their clients, Brandon is now dedicated to his role as a ‘technical translator’—helping firms better understand technology and how to use it to their advantage.
Jirav
Head Of Partnerships
[email protected]
(425) 478-1150
Mike Triantos is Head of Partnerships at Jirav, which includes empowering and supporting the accounting community to serve their clients with FP&A advisory services as well as building new partnerships that will introduce more of the nation’s six million small businesses to Jirav. Mike came to Jirav after successful executive roles at three HR industry disruptors — Gusto, where he helped scale the accounting program, TriNet, where he played an integral role in developing TriNet's sales, marketing, and channel strategy, and Zuman, where he has been co-founder.