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Self-Study Courses

Automation for Increasing Personal Efficiency and Effectiveness (Currently Unavailable)

2 CPE Credits $33.50/credit hour Wednesday, November 23, 2022 · 12:00pm PT / 3:00pm ET

Automation can be incredibly helpful for saving time, improving accuracy, promoting effectiveness, and getting more value out of your workday. One of the best things a person can do is to invest time into automating their workday because it will help them to complete more work in the same period of time, reduce daily stress and provide better mental clarity. Automation can be permanent time savings for a person, once something is automated you always get that time back on a project. This course will discuss the various tools, methods, apps, websites, and more that a person can use to help promote personal automation in both your personal and professional life. It will incorporate technologies such as integration platform as a service (iPaaS) tools, Amazon Alexa and Google Home, the Elgato Streamdeck, and more. Participants will learn methods that can help them save anywhere from a couple of hours to weeks of time.

Publication Date: November 2022

Designed For
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Topics Covered

  • What are integration and automation?
  • Exploring Integration Platform as a Service (iPaaS) tools and services
  • Automation within tools you're already using today
  • Using the Elgato Stream Deck for pushbutton automation and integration
  • Intelligent virtual assistants (IVAs) for automation around the house
  • Techniques for improving time management

Learning Objectives

  • Recognize automation and demonstrate different use cases
  • Identify processes in your personal and professional life where automation can be utilized to save you time
  • Identify automation tools and the various strengths and weaknesses
  • Identify which products and services that are the best for your personal workflow
  • Recognize how to establish and account with an integration-as-a-platform-service (iPaaS) provider and create automation workflows for daily tasks such as email, calendaring, and document management

Level
Basic

Instructional Method
Self-Study

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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