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Automation For Increasing Personal Efficiency and Effectiveness

Course - Automation For Increasing Personal Efficiency and Effectiveness

Upcoming Live Event Schedule

This course is part of an event and you must register for the associated event to participate.

Automation For Increasing Personal Efficiency and Effectiveness – Webinar
July 10, 2024 | Seminar

Productivity and Project Management for Financial Pros
December 10, 2024 | Seminar

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

Learning Objectives

  1. Define automation and demonstrate different use cases.
  2. Identify processes in your personal and professional life where automation can be utilized to save you time.
  3. Distinguish between the different automation tools. Their various strengths and weaknesses, identify which products and services that are the best for your personal workflow.
  4. 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.
  5. Leverage the power of the Elgato Streamdeck for simple use of application hot keys and launching automation process with the touch of a button.

Course Description

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.

Compliance Information

Intended Audience

accounting and financial professionals desiring to improve efficiency & accuracy

Advanced Preparation

None

Field of Study

Information Technology

Credits

2 Credits

Published Date

February 8, 2024

Course Authors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

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 organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less

Overview

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.

Course Details

  • 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

  1. Define automation and demonstrate different use cases.
  2. Identify processes in your personal and professional life where automation can be utilized to save you time.
  3. Distinguish between the different automation tools. Their various strengths and weaknesses, identify which products and services that are the best for your personal workflow.
  4. 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.
  5. Leverage the power of the Elgato Streamdeck for simple use of application hot keys and launching automation process with the touch of a button.

Intended Audience — accounting and financial professionals desiring to improve efficiency & accuracy

Advanced Preparation — None

Field of Study — Information Technology

Credits — 2 Credits

IRS Program Number

Published Date – February 8, 2024

Revision Date

Course Authors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

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 organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

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