Be Well. Live Well. Presenters

Amy Vetter, CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP) 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. 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’s latest work, Disconnect to Connect; Tap into the Power Within You to Achieve the Life You Desire, an instant Amazon Bestseller, teaches you the tools and research to break the cycle of negative generational patterns that create unwanted outcomes in our present lives. This journey of self-reflection will help you better connect to the power within you to design the life you desire.

Disconnect to Connect: Practicing Mindfulness in the Workplace
Tuesday, October 28, 3:30 – 5:30 p.m.

Do you find yourself distracted at work and at home? Do you fear that you are not working to your full potential with your team or as a leader because of workplace misunderstandings? Are you empathetic as a leader and seek to understand others’ perspectives? In this session, we will take a deep dive into understanding where we are off balance in our lives—both at work and home—and how this affects the experience we create with others.

Many of us can feel that we are technically up to speed in what we do; however, we are not living up to our full potential as a leader or co-worker because we lack the skills to mindfully connect with one another. Mindfulness is the practice of being fully present in the current moment and learning how to calmly observe our thoughts and feelings without judgment or action. By learning to disconnect, we can connect in a more intentional, positive way and find common ground with those we work with and care about. Through the daily practice of mindfulness, we can better understand where we are off-balance internally so that we can show up better for those around us, be a more successful leader, and feel more engaged as an employee.

Michael A. Stusser is an award-winning journalist and documentary filmmaker. His first book, The Dead Guy Interviews: Conversations with 45 of the Most Accomplished, Notorious, and Deceased Personalities in History (Penguin Publishing), was released to critical acclaim, and his documentary, Sleeping with Siri, was featured in the Hollywood Film Festival and won the Audience Award at the American Documentary Film Festival. The film inspired the Tech Timeout Academic Challenge, where kids ditch their digital devices for a few days in order to find balance in this era of Digital Madness.

Sleeping with Siri: How and Why to Digitally Detox
Wednesday, October 29, 9:00 – 10:00 a.m.

In his presentation, Stusser discusses his findings from his documentary (as well as his Techno-Gorge, Digital Blackout, and Tech Timeout projects) and shares his thoughts both on where technology may be heading, and how we all need a routine to periodically “turn that thing off”…before there no longer is an off switch to be found.

Chelsea Treboniak owns Critical Ops, a firm specializing in smart, secure business modernization (website: https://criticalops.com/). Her specialty is mergers, standard operating procedures, and process improvements.

Chelsea is a National Association of Federally-Insured Credit Unions Certified Risk Manager (NCRM), Credit Union Enterprise Risk Management Expert (CUERME), and Certified Credit Union Supervisory Committee Member (CCUSC). She is a long-term Supervisory Committee Member for SAFE Federal Credit Union in Sumter.

Chelsea is also a West Point graduate and United States Army Veteran. She is passionate about critical infrastructure protection. Chelsea channels this passion through advocacy, research, and events. Advocacy includes serving on the Board of Directors for Northern Ohio InfraGard Members Alliance and BlockAdvocates. Her research includes numerous endeavors, from publications on software sourcing to strategic deployment strategies for healthcare coalitions and the National Academies of Sciences, Engineering, and Medicine: Transportation Research Board. Events include Critical Ops’ annual critical infrastructure modernization forum, regional workshops, and national consortiums.

Fraud: Ending the Sickness
Wednesday, October 29, 10:15 – 11:15 a.m.

In this session, we’ll confront the growing burden of fraud and explore how restoring integrity can improve both operations and organizational wellbeing. We’ll look at practical strategies to detect, disrupt, and combat fraud, bringing balance and resilience back to your institution. Join us as we restore health—from the bottom line to employee morale—and move forward with renewed confidence.

Conor Smith is a veteran of the high-tech sector in Montana and beyond. His team of over 60 IT professionals helps Credit Unions implement practical yet transformative IT, security, AI, Unified Communications, M365, and Digital Marketing Solutions.

Conor does his best to walk with the spirit each day. Sometimes he runs too far ahead, sometimes he is caught just standing there. But he is always trying to embrace the struggle and the gifts. He is blessed with his wife and family. Loves to camp, ride motorcycles, hit the lakes, and slopes. His heart is also in building a great company, right here in Montana surrounded by wonderful talented people.

AI & the Future of Credit Unions: How to Leverage AI for Security, Efficiency, & Growth
Wednesday, October 29, 11:30 a.m. – 12:00 p.m.

Generative AI is here—and it’s not just for tech companies. In this engaging, non-technical session, Montana-based IT and cybersecurity executive Conor Smith will demystify AI and show how it can help credit unions across the state work smarter—not harder.

From preparing board reports in minutes, to improving performance reviews, to developing strategic plans backed by real-time data, Conor will show how AI is the new “shovel” that replaces the outdated “spoon” many credit unions are still using.

Whether you’re a CEO, manager, or frontline staff member, you’ll leave with practical examples, downloadable tools, and a human-centered mindset for using AI safely, securely, and ethically. Most importantly, you’ll learn how to set the tone for improvement—without losing what makes credit unions great: real people, serving real communities.

Greg DeVore is the co-founder and CEO of ScreenSteps, a company dedicated to helping organizations transfer knowledge to their employees more efficiently.

His career in training began 20 years ago in the film scoring industry, where he taught composers to utilize Apple’s Logic platform. This experience paved the way for opportunities to design e-learning solutions for medical devices for prominent companies such as GE, Siemens, and Philips.

As the CEO of ScreenSteps, Greg collaborates with organizations of various sizes to replace ineffective training programs with efficient knowledge transfer strategies, enabling them to onboard employees at least 50% faster.

Greg holds a degree in Composition and Film Scoring from the Berklee College of Music. He resides in McLean, Virginia, with his wife and four boys, which explains the abundance of broken items in their home.

How to Boost Manager Productivity by (At Least) 25% by Eliminating Your Reliance on Tribal Knowledge
Thursday, October 30, 9:00 – 9:45 a.m.

Do managers, directors, and VPs spend their time answering the same employee questions and fixing the same mistakes? It’s time to modernize how your credit union transfers knowledge from those who know to those who do.

In this session, Greg DeVore will outline a proven framework for eliminating tribal knowledge, growing employee independence, and freeing up managers’ time to focus on what moves your credit union forward.

Bill Stainton, CSP, CPAE is a 29-time Emmy Award winner and a Hall of Fame keynote speaker. As the producer of the longest-running, highest-rated, and most award-winning comedy TV show in the United States, he led his innovative team to over 100 Emmy Awards of their own, and ten straight years of #1 ratings. Along the way, he worked with—and learned from—people like Jerry Seinfeld, Ellen DeGeneres, and Bill Nye the Science Guy.

He is passionate about demystifying innovation, and empowering innovation in everyone. His overriding message is that innovation is not just for the “gifted few.” In fact, as Bill says, we are all the gifted few—and he proves it in every program.

The Innovative Mindset: Think Differently. Work Better. Live Well.
Thursday, October 30, 10:00 – 11:00 a.m.

Wellness isn’t just about eating kale and getting your steps in. For today’s credit union professionals, wellness also means mental clarity, creative energy, and the ability to adapt in a world that never stops changing.

And that’s where innovation comes in.

In this high-energy, high-interaction, laugh-filled closing keynote, 29-time Emmy Award winner Bill Stainton shows you how thinking differently isn’t just good for business—it’s essential for well-being. Because when you and your team feel stuck in sameness, it creates stress, burnout, and fatigue. But when you reconnect with curiosity, creativity, and fresh thinking? That’s when the energy returns. That’s when the work becomes meaningful again.

You’ll learn how to:
• Reignite innovation by making surprising connections
• Apply “breakthrough thinking” to everyday challenges
• Turn uncertainty into opportunity
• Use curiosity as a wellness strategy

This is innovation with a purpose—not just to move the credit union forward, but to help the people inside it thrive. Because when we think better, we live better.