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About Stephen
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, LLC, a continuing education instructor for financial professionals, a professional speaker at live events, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.
My Recent CPE Courses
Turbo Charging Productivity With Artificial Intelligence
Course Category: Artificial Intelligence
In an era where artificial intelligence is reshaping the financial landscape, professionals in the industry are seeking ways to stay competitive and . . . efficient. This course offers a unique opportunity for those with a foundational understanding of business to elevate their skills through AI. Attendees will delve into the practical applications of AI, learning how to integrate cutting-edge tools like Excel, Power BI, and various AI-driven platforms into their daily tasks. By featuring real-world demonstrations, the course empowers participants to not just learn about AI but to apply it directly, enabling immediate enhancements to productivity and decision-making processes.
As the financial sector evolves, the ability to quickly adapt and adopt new technologies becomes crucial. This course covers a spectrum of AI types and levels, with insights into how top-tier companies are deploying AI to streamline operations and innovate services. Participants will also explore the security aspects of AI, ensuring a comprehensive understanding of both the opportunities and responsibilities that come with these advancements. For those ready to take the next step in their career, this course is the gateway to mastering AI in finance and accounting. Embrace the future of business management by securing a spot today, and start the journey toward a smarter, more efficient professional life.
What’s Coming Next: Technology Strategies for CPAs
Course Category: General
In an era where technology dictates the pace of change, financial professionals are tasked with staying abreast of the latest and greatest tech . . . advancements to maintain a competitive edge. This course is designed to guide you through the maze of new technologies, ensuring that you have the knowledge to stay at the forefront of your field. Participants will delve into the most recent developments in networking, cloud solutions, and connectivity, understanding how these foundational technologies can be harnessed to drive efficiency and innovation. Specific hardware considerations will be addressed, providing attendees with practical advice on which devices and tools can best support their business objectives.
This course is specifically tailored for those who are not just looking to keep up but to lead the charge in their organizations. From the nuances of advanced AI applications and IoT integration to the strategic use of cloud-based services and robust cybersecurity measures, attendees will leave with a comprehensive understanding of the technology landscape. The curriculum goes beyond theory, offering real-world applications and networking opportunities that can translate into immediate benefits for your business. By exploring the latest offerings from industry leaders and uncovering the potential of cutting-edge hardware, this course is an indispensable resource for financial experts eager to capitalize on technological innovation. Embrace this opportunity to elevate your professional toolkit and ensure that your organization is not just prepared for the future but actively shaping it.
Database Basics for Financial Professionals
Course Category: Databases
In today’s digital age, databases have become the backbone of every business technology, application, platform, and service. Every system relies on . . . databases to store and organize information, from financial records in Quickbooks and Xero to sales efforts in Salesforce and Hubspot. Popular reporting tools like Power BI and Excel utilize databases to create beautiful, insightful dashboards. Despite the widespread use and importance of databases, many financial professionals lack a basic understanding of how they operate. Traditionally, working with databases has been delegated to an organization’s IT department, leaving the accounting team out of scope. However, in today’s technology-driven environment, accountants need to have a basic understanding of how databases work and the ability to query data independently.
Our database basics course focuses on the knowledge most helpful for financial professionals. Through hands-on learning, participants will develop the skills to query data from a database or cloud provider and use it to create insightful reports in Excel or Power BI. By the end of the course, participants will feel empowered to design their dashboards and work more effectively with cloud data. With our database basics course, gain the knowledge you need to succeed in today’s digital age and enhance your value as a financial professional.
An Accountant’s Detailed Guide to Databases, Integration, and Data Sharing
Course Category: Databases
Every business professional today needs to know how to work with data. We are all generating more and more data every day. However, only some of us . . . know how it can be effectively leveraged. There are many new opportunities for people who can effectively work with data. From helping their organizations make better decisions to working more effectively on projects to creating integration between applications and automating workflows.
This course will take a longer and more in-depth look at how to use databases, structure data for optimum workflow, and share data between applications. This course teaches you how to effectively use Excel, Power BI, SQL, and other data-related technologies. You’ll also discover how to integrate and share data between different applications. By the end of this course, you’ll be able to utilize databases more effectively and make better decisions based on data analytics. We will go beyond the basics to give you the knowledge you need to start.
Harnessing ChatGPT – Unlocking Professional Efficiency
Course Category: Artificial Intelligence
Enhance your productivity and streamline your accounting practices with ideas learned in this course. This dynamic program, designed specifically for . . . accountants seeking a competitive edge, delves into the practical applications of ChatGPT in your daily workflow. From conducting comprehensive research and crafting compelling correspondence to swiftly addressing technical inquiries and optimizing Excel formulas, you’ll gain invaluable skills to expedite your tasks and improve overall efficiency. Furthermore, we’ll delve into the power of ChatGPT plugins, equipping you with the knowledge to seamlessly process PDF documents and efficiently navigate the vast expanse of the web. Join us on this transformative journey and unlock your full potential as a proficient and empowered accountant.
Throughout the course, our experienced instructors will guide you through engaging discussions, real-world exercises, and valuable examples, ensuring you gain practical knowledge to apply in your professional endeavors immediately. Don’t miss this opportunity to harness the power of ChatGPT and revolutionize your approach to accounting.
Streamlined Success: Project Management for Financial Pros
Course Category: Productivity
In today’s fast-paced financial industry, effective project management is not just a skill—it’s a critical asset. This course is meticulously crafted . . . for financial professionals who are eager to enhance their project oversight capabilities, streamline their workflows, and lead their teams to success with greater ease. Participants will dive into the world of Kanban and traditional project management, comparing and contrasting to find the best fit for their unique professional needs. With a focus on practical application, this program offers a comprehensive exploration of top-tier tools such as Trello, Planner, and Asana, ensuring attendees can immediately implement these solutions to benefit their operations.
Understanding the value of time and resource management in the financial sector, this course provides an array of productivity hacks, time-tracking solutions, and staff management strategies tailored for the nuances of finance. Whether working in public finance or within the industry, attendees will leave equipped with actionable insights to manage projects more effectively, foster a productive team environment, and leverage free and easy-to-use tools to their advantage. By participating in this program, financial professionals will not only learn to navigate the complexities of project management but will also gain the confidence to apply these methodologies to optimize their performance and drive their organizations forward. Join us to elevate your project management acumen and position yourself at the forefront of financial leadership.
Practical Advice for Preventing Organizational Data Breaches
Course Category: Security
In today’s digital age, safeguarding sensitive information has become a paramount concern for financial professionals. With the ever-evolving threat . . . landscape, understanding how to fortify an organization against data breaches is not just necessary; it’s a critical skill set. This comprehensive course equips participants with the tools and knowledge to protect their organization’s valuable data assets. Attendees will delve into the anatomy of a data breach, dissecting real-world examples to understand the vulnerabilities exploited and the staggering costs incurred by businesses across the globe. With a curriculum designed to resonate with professionals already versed in the basics of data security, this course offers a blend of strategic insights and practical measures that can be implemented immediately.
Participants will gain mastery over a range of protective strategies, from conducting thorough data inventories to deploying cutting-edge encryption techniques. The course emphasizes the importance of maintaining up-to-date systems, enforcing strong password policies, and implementing advanced monitoring to detect and prevent unauthorized access. Attendees will also learn to establish rigorous cybersecurity training for all stakeholders, fostering a culture of vigilance against threats such as social engineering and phishing. By the end of this course, financial professionals will not only understand the major topics around data breaches but will also be equipped with actionable steps to prevent them, ensuring their organization’s resilience against cyber threats. Join this essential training to transform the way your organization perceives and responds to the risk of data breaches.
Critical Tips for Avoiding Identity Theft & Data Breaches
Course Category: Security
In today’s digital age, financial professionals are at the forefront of a relentless battle against identity theft and data breaches. With . . . cybercriminals constantly evolving their tactics, staying one step ahead is no longer just an option—it’s a necessity. This course offers a deep dive into the mechanisms of digital threats, equipping attendees with the vital knowledge and strategies required to safeguard their clients’ sensitive information. Participants will gain insights into the latest attack profiles and breach methods, learning not just how to react, but how to proactively protect against potential security compromises.
Understanding that prevention is only half the battle, the course also provides a comprehensive guide on recovery from identity theft and data breaches. Attendees will leave with actionable recommendations for enhancing security measures and an informed perspective on the nuances of digital defense. This is an opportunity for financial experts to fortify their defenses against the ever-present danger of cyber threats. Don’t miss the chance to enhance your expertise—secure your spot now and empower yourself with the tools to maintain the integrity and trust that is the foundation of your profession.
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Devmatics is a professional software development company. At its core, it focuses on solving problems through the implementation of technology. Devmatics focuses on building custom software solutions for its clients. We’ve built everything from distance learning to custom eCommerce projects to mobile apps. We’ve built up a wide range of expertise over the years to assist clients in any industry. We’re always ready to take on a new project and help our clients grow their businesses.
CPE Today strives to provide outstanding continuing education and training to working professionals. We promise to provide top-quality learning accessible on the device of your choosing. Whether you are looking to acquire new skills or stay competitive you learn on your terms with us.
We focus on making learning easy, fun, approachable, and flexible on all the user’s devices. Our focus is on creating a common platform that can be customized to a wide range of professions and industries.