Seminar
Live WebinarBasic level
Automation For Increasing Personal Efficiency and Effectiveness
★★★★★
5.0 · 1 attendee ratings
Automation can be incredibly helpful for saving time, improving accuracy, promoting effectiveness, and getting more value out of your workday. One of the best things a person can do is to invest time into automating their workday because it will help them to complete more work in the same period of time, reduce daily stress and provide better mental clarity. Automation can be permanent time savings for a person, once something is automated you always get that time back on a project. This course will discuss the various tools, methods, apps, websites, and more that a person can use to help promote personal automation in both your personal and professional life. It will incorporate technologies such as integration platform as a service (iPaaS) tools, Amazon Alexa and Google Home, the Elgato Streamdeck, and more. Participants will learn methods that can help them save anywhere from a couple of hours to weeks of time.
Learning objectives
Upon completing this course, you should be able to:
- Define automation and demonstrate different use cases.
- Identify processes in your personal and professional life where automation can be utilized to save you time.
- Distinguish between the different automation tools. Their various strengths and weaknesses, identify which products and services that are the best for your personal workflow.
- Establish and account with an integration-as-a-platform-service (iPaaS) provider and create automation workflows for daily tasks such as email, calendaring, and document management.
- Leverage the power of the Elgato Streamdeck for simple use of application hot keys and launching automation process with the touch of a button.
Major topics
What are integration and automation?
Exploring Integration Platform as a Service (iPaaS) tools and services
Automation within tools you’re already using today
Intelligent virtual assistants (IVAs) for automation around the house
Who this is for
accounting and financial professionals desiring to improve efficiency & accuracy
Prerequisites: None
What's included
Every registration comes with the course materials — yours to keep.
- Course presentation PDF
Course details
- Recommended CPE credit
- 3 — Specialized Knowledge
- Field of study
- Specialized Knowledge
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Length
- 2h 30m
- Course number
- 24c00972
- Provider
- CPE Today
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Every way to take this course
How to attend this course
This course isn’t sold on its own — it’s offered exclusively at these events. One registration covers the event: you attend this course on its scheduled day, plus everything else the event offers.
Sep
14
AI-Powered Productivity & Intelligent Automation Week
Seminar · Sep 14–17, 2026
· Online · this course runs Sep 14, 2026 · event offers up to 30 credits
$175/day
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Nov
3
Efficiency, Ethics & Technology-Driven Best Practices
Seminar · Nov 2–5, 2026
· Online · this course runs Nov 3, 2026 · event offers up to 28 credits
$175/day
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Your instructor
Stephen Yoss
Speaker & Author · CPE Today · ★ 4.7 instructor rating
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a 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. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...
Full profile →Attendee feedback
5.0
1 attendee ratings
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