Ep. 22: Amy Vetter - Work-Life Balance with Technology & Innovation

Contact Amy:
LinkedIn - https://www.linkedin.com/in/amyvettercpa/
Facebook, Twitter, and Instagram - @amyvettercpa
Email - info@amyvetter.com
http://www.amyvetter.com

Disconnect to Connect: The Path to Work-Life Harmony: https://www.youtube.com/watch?v=c1WYlK-gUME#action=share

Breaking Beliefs Podcast: https://www.amyvetter.com/breakingbeliefspodcast

FULL EPISODE TRANSCRIPT

Mitch: (00:03)

Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. Make sure you send us an email and let us know what questions you'd like our experts to answer so we can continue providing you with the information you need to advance your career. One of the biggest questions, not just in accounting but across the business world, is about technology. I'm your host Mitch Roshong and I'm joined by my cohost, Adam Larson, who spoke with Amy Vetter about the impact of technology and how it can be used to create a better work life balance. Amy is the CEO of the B3 method Institute and a professional keynote speaker on being mindful with technology disruption and this episode, Amy shares her mindful leadership strategies and discusses the importance of implementing technology the right way. Adam, what is Amy's business balance and bliss all about?

Adam: (00:57)

Great question, Mitch. Amy's whole message is that you can transform your career and your life by being mindful with technology and utilizing successful leadership strategies. In our conversations, she emphasizes the importance of leading by example and engaging in the process, not trying to be perfect all the time and allowing individuals to be innovative to maximize the team's potential. As an award winning accomplished C level executive and board member, Amy strives to inspire a culture of mindfulness when utilizing technology and in an environment of innovation and collaboration. Let's listen to how we can create a better work life balance.

Adam: (01:34)

How can technology be used properly to not only improve business efficiencies, but also create a better work life balance?

Amy: (01:47)

When you're thinking about putting technology in place, it's important to step back from the whole process of digital automation and understand what your goals are. Because many people just go about where they hear about a certain software or are trying to rush ahead in technology implementation and don't really understand the why behind what they're doing and why they're putting it into their business. So first off, it's really important to understand why you want to put certain communication tools in your business. And so when you talk about technology, that could be a distraction that can be where we set up instant messaging And then there's email and then there's some people use like Microsoft teams or Slack for communication as well as just our regular texting and phone call and people walking into offices. And the thing is when we're putting all this technology in place, if we don't start thinking about the human experience as we're going through the implementation, we can actually create more stress rather than less. So think about what you were using each of those technologies for. So if you're trying to put in communication tools so that people a can easily communicate no matter where they are, if they're remote, different geographic locations and so forth, make sure to define what each is used for. So if it's a Slack or Microsoft teams, what kind of communication are you doing in there versus instant messaging versus email versus texting? Because what you don't want to happen is someone in the workplace feeling like they don't know which one you're checking. So now they have to send four different messages to four different places. So that they catch you, which then creates more stress for everybody because then you're checking all of those things. Now when we talk about work life balance with technology, if implemented correctly, it really can create that freedoms so that you can be doing what you need to do personally or with your family because you have the right technology in place and because you've put parameters around that technology as well. But it's also again, putting guardrails around how communication happens. So I'll give you an example, you know, I'm a CPA and when I was a CPA firm partner, you know, you're working a ton of hours. And what would happen in my day is I was out at clients all day long and then I'd get home, do dinner and spend time with the kids and then I'd start working again and get my own work done. So that might start at eight o'clock at night. And what I didn't realize was when I was sending emails at eight o'clock at night, I was stressing out my staff and the people around me because they thought, which I didn't realize at the time that they needed to respond to me at eight o'clock at night and I never had that intention. But again, this is where the human side needs to coincide with technology where one day I heard the staff making a joke about the eight o'clock emails. Then I went over to them and said, are you talking about the emails that I send? And they said, yeah, and I said, so you realize I don't expect you to answer those emails at eight o'clock at night. And they were feeling the stress that they needed to. That was just the time I could work. Now the way technology is set up today, if we use properly, if you are doing your work at eight o'clock at night, you can set it and schedule those emails to go out in the morning so that you aren't creating an experience for someone else that could be stressful even if it's unintentional. But use the technology so that everyone's got their guard rails between work and home life and their personal life. And you set up the technology with the parameters around communication and how you work so that everyone has the freedom to get away from work when they need to.

Adam: (06:32)

So then how should people view technology? Should there be different goals for learning new technologies in your career versus in your personal life?

Amy: (06:41)

Technology is definitely not going to go away. So the truth is that whatever we learn today is going to continue to change. What used to happen in our businesses was we'd select software and that would be good for 20 years or so. But now this is a constant learning process and we really need to be open to just the play of it and being innovative with it to find out where it can help us in our career, but also in our personal life, make things more efficient. I can use an example. You know, my oldest son just went to college and you know, experiencing my son moving out was definitely an emotional time. But then in my personal life was able to discover this app called Marco polo. And we got on as a family and it's video messaging between each other. And so at anytime, even if we can't connect on the phone or all available at the same time, we're having a personal connection through these video messages that have actually been pretty hilarious. But I'm also seeing the new things he's doing as well. And that's what I mean about play, that this doesn't always have to be so serious. This is about how do you utilize this technology to enhance your career and your life and make sure you're having...