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K2's 2024 Automation for Increasing Personal Efficiency and Effectiveness

Tuesday, December 24
 12:00pm - 2:00pm

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2.00 Credits

Member Price $79.00

Non-Member Price $109.00

Overview

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.

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

Highlights

  • Automation opportunities
  • Understanding integration platforms
  • Productivity tips, tricks, and applications
  • Tips and tricks for saving valuable time

Designed For

Business professionals desiring to improve personal and team efficiency and effectiveness

Prerequisites

Fundamental understanding of technology in business settings

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/Account/loginhttps://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.

Leader(s):

Leader Bios

Steve Yoss Jr., Associate, K2 Enterprises, LLC

Stephen M. Yoss, Jr., MS, CPA, is a visionary CPA and the entrepreneurial mind behind Devmatics, LLC. Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by an Masters of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.

At the helm of Devmatics since 2017, Stephen specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.

As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.

Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.

When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.

Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.

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Non-Member Price $109.00

Member Price $79.00