Live Replay WebinarBasic level

K2's Strategic Automation: Agentic AI Platform Applications

This course provides a comprehensive examination of Agentic AI models and their application within integration platform as a service (iPaaS) environments. Participants will explore the architectural components and operational methodologies of leading iPaaS tools, understanding their critical role in scalable workflow automation. The program delineates the strategic advantages of embedding AI-driven logic into business processes, offering a forward-looking perspective on operational efficiency and organizational agility for financial professionals. The curriculum emphasizes practical application, demonstrating how to design, develop, and deploy intelligent automation solutions. It addresses the nuanced integration of Agentic AI capabilities into existing and new workflows, focusing on enhancing decision-making and task execution. Through structured content, attendees will gain actionable insights into leveraging these advanced technologies to drive significant improvements in business performance and competitive positioning.

CPE Credits2
Length1h 40m
Field of Study Information Technology
Instructor Stephen Yoss

Learning objectives

Upon completing this course, you should be able to:

  • Describe core functionalities and operational principles of integration platform as a service tools.
  • Identify prominent iPaaS solutions, comparing their features for business automation needs.
  • Explain the conceptual framework of Agentic AI within automated business workflows.
  • Demonstrate integration of Agentic AI logic into various process automation systems.
  • Evaluate practical applications where Agentic AI enhances organizational efficiency.

Major topics

Integration Platform as a Service Foundations Agentic AI Workflow Integration Strategies Practical Business Automation with Agentic AI

Who this is for

Financial professionals seeking to implement AI-driven process automation solutions.

Prerequisites: None

What's included

Every registration comes with the course materials — yours to keep.

  • Course handout PDF

Course details

Recommended CPE credit
2 — Information Technology
Field of study
Information Technology
Program level
Basic
Delivery method
Group Internet Based
Prerequisites
None
Advance preparation
None
Length
1h 40m
Course number
26cagent
Provider
K2 Enterprises

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

On its own

Live Replay Webinar Attend the next scheduled rebroadcast — full live CPE credit · 2 credits · 1h 40m
$50 Add to Cart

As part of a multi-day event

These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.

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Your instructor

Stephen Yoss

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...

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