Skip to main content
Self-Study Courses

What's Coming Next: 2022 Technology for Today's Financial Professional (Currently Unavailable)

2 CPE Credits $31.00/credit hour Thursday, August 4, 2022 · 12:00pm PT / 3:00pm ET

The amount of information in the world is doubling every two years. The average worker’s skills expire in less than seven years. The facility and manner in which people conduct their jobs significantly changes every few years. Technology continues to expand, creating new jobs, markets, and opportunities, but only for the people that lead the charge. 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 contains three main themes: virtual office technology, emerging technology trends, and the best new websites and mobile apps. We’ll look at technology that powers a virtual and paperless office. We’ll examine important upcoming technology trends that will impact businesses in the coming year. 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. Participants are encouraged to bring their technology devices and participate in the interactive discussions. After taking this course, participants will be energized and motivated to take advantage of the wealth of technology opportunities available in the world today.

Publication Date: August 2022

Topics Covered

  • A look at current technologies and trends that could impact your organization
  • Advice on better-incorporating work from anywhere and virtual office in your organization
  • Important security and privacy trends for 2022 and beyond
  • Incorporating Internet of Things (IoT) technologies in your personal life and your organizations
  • A discussion on better incorporating paperless technologies and techniques into your organization's workflow
  • Developing useful and insightful knowledge using business intelligence and dashboard reporting for your organization
  • A greatest hits list of my favorite business apps, product, services, platforms, and more to help make you more efficient, productive and effective in your day-to-day life

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 various methods of real-time information reporting (e.g. dashboards) and how to implement a solution for your organization
  • Identify new advances in the Internet of Things (IoT) and how the changes will impact your organization and industry
  • Describe the characteristics of the virtual office and explain how the different components work independently and together
  • Recognize the major components of a paperless office, the technology that makes it possible, and a suggested workflow for implementing it into your organization
  • Describe how often should you plan on upgrading your network gear
  • Identify which type of current Wi-Fi technology supports mesh networking which can provide greater reliability for larger homes and offices
  • Recognize the major trends for 2022 is expected to see a 105% increase from the prior year
  • Identify a powerful tool to connect resources inside and out of the Microsoft ecosystem of products

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.
">
NASBA Registered Sponsor
CPAs, EAs, CTECs Approved Credentials
QAS Quality Assured
Since 1996 Trusted Provider
CCH CPELink Chat - Support
By using our chat feature, you agree that your conversation may be recorded by Wolters Kluwer and agree to our Privacy Policy.