What's Coming Next: Technology for Today's Financial Professional (Completed)

Date: Thursday, October 14, 2021
Instructor: Stephen M. Yoss
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs

The amount of information in the world is doubling every two years. The path of innovation is constantly changing with new processes and techniques being introduced every year. The average worker’s skills expire in less than seven years. Technology continues to expand, creating new jobs, markets, and opportunities, but only for the people that lead the charge. Workers must invest in learning new skills and acquiring new knowledge to stay in front of the innovation curve. This presentation will give an in-depth update on contemporary technologies and highlight emerging technology trends that financial professionals need to know now.

This course will discuss and review the major technological changes for 2021 and beyond which financial professionals need to know. It will discuss the major updates with software providers, recommendations on specific hardware purchases, updates on best practices for security, and more. Additionally, the course will discuss the business technology landscape in a post-COVID world. You’ll be presented with the best new apps, websites, and services, highlighting items that will help professionals attract new business opportunities, better serve existing organizational needs, and utilize resources more effectively. After taking this course, participants will be energized and motivated to take advantage of the wealth of technology opportunities available in the world today.

Topics Covered

  • Major technological changes for 2021 and beyond
  • Major updates with software providers, recommendations on specific hardware purchases
  • Updates on best practices for security
  • Discuss the business technology landscape in a post-COVID world
  • Best new apps, websites, and services

Learning Objectives

  • Identify and appraise which emerging technologies will impact your organization in the coming year and learn how to incorporate the new developments into your existing workflows
  • Recognize and implement fantastic new apps, websites, and services to gain efficiency in your personal life and better meet organizational needs
  • Discuss and identify the major upcoming changes with widely used hardware and software providers. Identify which technologies would be most effective for their organizations
  • Recognize the impact of COVID on their organization and identify a technology strategy going forward which includes supporting remote access, cloud operations, and distributed workforce
  • Identify security best practices and the major technologies which an organization should consider to help mitigate their risk of a data breach


Instructional Method
Group: Internet-based

NASBA Field of Study
Information Technology (2 hours)

Program Prerequisites

Advance Preparation

 Chat — Books Support