What's Coming Next: Technology Strategies for CPAs

Author: Stephen M. Yoss

In an era where technology dictates the pace of change, financial professionals are tasked with staying abreast of the latest and greatest tech advancements to maintain a competitive edge. This course is designed to guide you through the maze of new technologies, ensuring that you have the knowledge to stay at the forefront of your field. Participants will delve into the most recent developments in networking, cloud solutions, and connectivity, understanding how these foundational technologies can be harnessed to drive efficiency and innovation. Specific hardware considerations will be addressed, providing attendees with practical advice on which devices and tools can best support their business objectives.

This course is specifically tailored for those who are not just looking to keep up but to lead the charge in their organizations. From the nuances of advanced AI applications and IoT integration to the strategic use of cloud-based services and robust cybersecurity measures, attendees will leave with a comprehensive understanding of the technology landscape. The curriculum goes beyond theory, offering real-world applications and networking opportunities that can translate into immediate benefits for your business. By exploring the latest offerings from industry leaders and uncovering the potential of cutting-edge hardware, this course is an indispensable resource for financial experts eager to capitalize on technological innovation.

Embrace this opportunity to elevate your professional toolkit and ensure that your organization is not just prepared for the future but actively shaping it.

Publication Date: October 2024

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 2024 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 knowldge 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 the role of AI and machine learning in driving innovation within financial services
• Identify how to apply cloud computing strategies to improve accessibility and collaboration in financial tasks
• Identify the practical implications of adopting IoT technologies in business operations
• Recognize how to utilize the latest productivity software to enhance effectiveness in day-to-day financial activities
• Identify major technology trends to prepare organizations for future technological shifts
• Identify how to implement new hardware solutions to support and streamline financial management processes

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Information Technology (2 hours)

Program Prerequisites
None

Advance Preparation
None