Technology, such as cloud software, artificial intelligence, and machine learning, is not the end of real human connection -- it is just the beginning. The future of people collaborating and communicating in the workplace, whether it's between your team members or serving your customers, will increasingly depend on how you take advantage of the latest technology to create an experience uniquely your business. Bill pay management solutions such as Melio are essential tools in achieving these goals.
Embracing new technology will not isolate humans or make us irrelevant, as some fear. Instead, when used correctly and given the right amount of focus, technology has the potential to empower your employees to tap back into their purpose, become more mindful leaders and empathetic communicators, and create greater work-life harmony for improved productivity, innovation, and overall happiness in their work and life. Creating a culture that embraces this new way of working allows for authenticity, creativity, and self-discovery, which is the key to innovation and igniting a business's soul.
Learning Objectives:
- Recognize how to unlearn the routines of the past by embracing technology and learning how it’s currently being incorporated and connecting people in business and improving company culture
- Identify self-discovery and mindfulness techniques to feel more fulfilled in the work you do
- Define how to let technology do the heavy lifting so you can dedicate more time to developing the soft skills necessary to create a collaborative and lasting relationship with your employees and your customers
- Determine how to utilize Melio’s technological solutions for your bill pay management process, to help you and your customers achieve greater efficiency and save valuable time
Amy Vetter, CPA, CITP, CGMA
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.
David Balsam
Melio
Director of Product
[email protected]
David Balsam is a Director of Product at Melio with a decade of product experience at technology companies and startups. Prior to joining Melio, David held several senior-level product roles in startups such as a Director of Product at Freightos, where he led the efforts building the first-ever online marketplace for the freight world. Before Freightos, David was one of the first employees at KELA and was the Director of Research, leading the team focusing on the main business intelligence offering of the company. Before that, David was an entrepreneur working to teach children how to learn about the cyber world and how to protect themselves from it. David serves until today in reserves as a Captain in the Intelligence Corps of the Israeli army.
David earned his B.A from the Lev Academic Center, with Cum Laude honors in Business Administration and Management.
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