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Hot Tech Tools and Services for Financial Professionals – Webinar

Discover how financial professionals can boost productivity and excel in the fast-paced world of finance. This course arms attendees with cutting-e...

Event Overview

Discover how financial professionals can boost productivity and excel in the fast-paced world of finance. This course arms attendees with cutting-edge tools to effortlessly navigate complex industry challenges. From mastering scheduling software to implementing secure data-sharing systems, participants will learn the essential technologies for success.
Explore advanced financial tools that automate operations and drive performance, alongside practical solutions for day-to-day tasks like project management and remote collaboration. Learn to leverage cloud services for a flexible and scalable work environment, gaining a competitive edge in the evolving financial sector.
Join us to equip yourself with the latest tech innovations and strategies to achieve peak performance in finance. Don’t miss out on this opportunity to enhance your skills and stay ahead in the industry!

Event Sessions

Wednesday, June 12, 2024
Day #1
Hot Tech Tools and Services for Financial Professionals
Specialized Knowledge | 2 Credits
Stephen Yoss
09:00 AM to 11:00 AM America/Los_Angeles

In a world where time is currency, financial professionals are constantly seeking ways to maximize productivity and streamline their workflows. This course is tailored to equip attendees with the latest productivity-enhancing tools and services, ensuring they can navigate the complexities of the financial industry with ease and precision. From mastering sophisticated calendar and scheduling tools that promise to keep you organized and ahead of deadlines, to implementing iPasS systems for secure and efficient data sharing, this course covers the essential tech that every financial expert needs in their arsenal.

Beyond the basics, participants will explore a curated selection of financial tools that automate payments and optimize financial operations, alongside business tools that drive performance and results. While the course provides a thorough understanding of the strategic application of Large Language Models and Generative AI, it also emphasizes practical solutions for day-to-day challenges, such as advanced project management platforms and remote collaboration technologies that keep teams connected and productive. Attendees will learn to harness the full potential of cloud services, integrating them into their daily practice for a flexible and scalable work environment. By the end of this course, financial professionals will not only have a comprehensive toolkit of the latest tech innovations but also the know-how to leverage these resources to achieve peak performance and a competitive edge in the fast-evolving financial sector.

Session Description Read Less

Event Instructors

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 seminars and conferences are NASBA approved  according to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Virtual live instructor lead presentation
  • Q&A with the live instructor
  • Course materials (PDF & Sample Materials)
  • One year access to course materials
  • Completion certificate

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