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Automation for Increasing Personal Efficiency and Effectiveness (Completed)

2 CPE Credits $65.00/credit hour Thursday, November 6, 2025 · 11:00am PT / 2:00pm ET
★ ★ ★ ★ ☆ 4.8 (10 ratings)
In today’s fast-paced world, automation is like having a time machine at your fingertips. By implementing strategic automation solutions, you can transform an eight-hour workday into twelve hours of productivity without working longer hours. This course explores how automation can save time, improve accuracy, promote effectiveness, and maximize the value of your workday. When you invest time in automating routine tasks, you create permanent time savings that compound over time, reducing daily stress and providing better mental clarity for more important activities.

This hands-on course will equip you with practical knowledge of various automation tools, methods, apps, and technologies that can revolutionize both your personal and professional life. From home automation systems to iPaaS (Integration Platform as a Service) tools and the Elgato Streamdeck, you’ll discover how to create a seamlessly automated environment. Join us to learn how to reclaim hours or even weeks of time through smart automation strategies that will transform your daily routine.

Topics Covered

  • Define automation and demonstrate different use cases for both work and home environments
  • Identify processes in your personal and professional life where automation can be utilized to save time
  • Distinguish between different automation tools, their various strengths and weaknesses, and identify which products and services best suit your personal workflow
  • 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 Streamdeck for simple use of application hot keys and launching automation processes with the touch of a button
  • Implement home automation solutions to enhance daily living efficiency and comfort

Learning Objectives

  • What are integration and automation?
  • Exploring Integration Platform as a Service (iPaaS) tools and services
  • Intelligent Voice Assistants (IVAs) and home automation systems
  • Personal automation workflows and time-saving strategies
  • Smart home integration and optimization

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Information Technology (2 hours)

Program Prerequisites
None

Advance Preparation
None

Instructor

Stephen M. Yoss

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.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve 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. For more information about Steve, please click here to visit his personal website.
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