CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Conference

Tech Update and Best Practices

6 Credits: Computer Software & Applications
Event Date: July 30, 2020 7:30 am

$549.00

Availability: 41 in stock

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Tech Update and Best Practices

Format
Conference
Course Level
Intermediate
CPE Credits

6 Credits: Computer Software & Applications
Event Date: July 30, 2020 7:30 am

Course Description

There’s no doubt that the pace of change associated with technology continues to accelerate! Given that, it’s imperative that we keep up with what’s new and how it can impact us and our organizations. In this session, you will learn about all the new and relevant tools and technologies that are likely to impact the profession in the near future.

More than just an update on hardware, you will learn about key software tools and strategies – including emerging collaboration tools such as Teams – that can make you and your organization much more efficient. You will also learn about key developments associated with information security and what you can do to minimize risk. In addition, you will take a forward look at emerging technologies such as blockchain, artificial intelligence, and robotic process automation and identify the potential impact these tools may have on the profession. In sum, if you’re planning to take only one technology class this year, this should be the one!

Highlights include:

  • Major trends and new features in hardware and software
  • Collaboration tools and why they are important
  • Technology security issues
  • Key emerging technologies and how they can impact you
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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify major trends in hardware and software, including new features, and take advantage of features that are relevant to you
  • Describe how tools such as Slack and Teams are effective at promoting collaboration
  • List key security risks relevant to technology and implement solutions to mitigate these risks
  • Cite the potential risks and benefits of emerging technologies and create use cases on how these tools might be beneficial
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Course Specifics

Course ID
20CSUN-LE2202003
Prerequisites

Fundamental understanding of end-user technology

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Stephen M. Yoss Headshot

Stephen M. Yoss, Jr., CPA, MSIST, is a certified public accountant, the senior technology strategist and principal of Yossio, 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 …

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