K2'S 2024 Automation For Increasing Personal Efficiency And Effectiveness
Total Credits: 2 including 2 Information Technology - Technical
- Average Rating:
- 13
- Categories:
- ACPEN Industry Institute | Technology
- Faculty:
- Steven M. Yoss, Jr., CPA
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
Automation options abound, and in this session, you will learn how to take advantage of many personal automation tools and services. You will learn about various automation platforms, creating automation workflows, and automation tools to become more efficient.
Basic Course Information
Learning Objectives- Define automation and demonstrate different use cases
- Identify processes in your personal and professional life where you can use automation to save time
- Distinguish between various automation platforms
- Identify the steps necessary to establish an 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 Stream Deck for the simple use of application hotkeys and launching automation process with the touch of a button
Major Subjects
- Automation opportunities
- Understanding integration platforms
- Productivity tips, tricks, and applications
- Tips and tricks for saving valuable time
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
Automation For Increasing Personal Efficiency And Effectiveness Handout (4.4 MB) | Available after Purchase |
Faculty

Steven M. Yoss, Jr., CPA Related Seminars and Products
Associate
K2 Enterprises
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, 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.
At age 10, Stephen began working with technology; he started his first IT company at just 13, which focused on designing web applications for local businesses. At 15, he began writing original computer code and has been designing and implementing technological solutions continuously since then.
Stephen is a graduate of Loyola Marymount University, with degrees in Accountancy and International Business. While at Loyola, he served the campus as student body president and as the student representative to the Board of Trustees. He has a Master’s of Science degree in Information Systems and Technology from Claremont Graduate University with a concentration in Geographic Information Systems.
In 2017, Stephen formed Devmatics, 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.
Prior to starting Devmatics, Stephen worked as an accountant in his family’s practice, Yoss & Allen. At Yoss & Allen, he completely redesigned the firm’s technology practices and instituted a technological infrastructure to streamline the firm’s practices and allow them strategic flexibility. Many of the technologies, strategies, and concepts that Stephen uses himself (and consults companies on how to use) were designed, perfected, and implemented to help his family’s business and their clients. In addition to his time with Yoss & Allen, Stephen worked in New Zealand as a management accountant.
Since 2009, Stephen has also been teaching continuing professional education, providing written, webcast, in-house, and live instruction. He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
Stephen is also a professionally licensed pyrotechnician and works on major fireworks displays throughout the nation for Pyro Spectaculars, North America’s largest full-service fireworks display production company. He’s proud to have helped produce incredible displays, including the Macy’s July 4th Spectacular in New York City, the 75th Anniversary of the Golden Gate Bridge in San Francisco, KGB Skyshow in San Diego, and many more.
Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Stephen brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential.
Stephen calls Big Bear Lake, CA, home; when he’s not at the desk, in a boardroom, at the podium, or producing a fireworks display, he spends as much time as he can pursuing his other passions. He is an avid music lover and attends multiple festivals each year. At the Burning Man, Stephen helps setup and produce pyrotechnic displays for the city. In Big Bear Lake, he regularly volunteers his time to perform various community services. He’s also an avid outdoorsman and regularly carves out time to scuba dive, camp, hike, and photograph both close to home with family and friends and on his many travels.
Dates
Thu, Apr 03, 2025 - 07:00am to 08:49am PDT
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Sat, Apr 19, 2025 - 09:00am to 10:49am PDT
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Mon, May 05, 2025 - 11:00am to 12:49pm PDT
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Wed, May 21, 2025 - 01:00pm to 02:49pm PDT
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Additional Info
Basic Course Information
Prerequisites Fundamental understanding of technology in business settingsAdvanced Preparation None
Designed For
Business professionals desiring to improve personal and team efficiency and effectiveness
Original Recording Date
05/01/2024
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 02/02/2024
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. 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. 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: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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