Hot Tech Tools and Services for Financial Professionals (May 28)
Hot Tech Tools and Services for Financial Professionals (May 28)
09:00 AM - 12:00 PM PST / 12:00 PM - 3:00 PM EST
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Event Description
In a world where time is currency, financial professionals are constantly seeking ways to maximize productivity and streamline their workflows. This course is tailored to equip attendees with the latest productivity-enhancing tools and services, ensuring they can navigate the complexities of the financial industry with ease and precision. From mastering sophisticated calendar and scheduling tools that promise to keep you organized and ahead of deadlines, to implementing iPasS systems for secure and efficient data sharing, this course covers the essential tech that every financial expert needs in their arsenal. Beyond the basics, participants will explore a curated selection of financial tools that automate payments and optimize financial operations, alongside business tools that drive performance and results. While the course provides a thorough understanding of the strategic application of Large Language Models and Generative AI, it also emphasizes practical solutions for day-to-day challenges, such as advanced project management platforms and remote collaboration technologies that keep teams connected and productive. Attendees will learn to harness the full potential of cloud services, integrating them into their daily practice for a flexible and scalable work environment. By the end of this course, financial professionals will not only have a comprehensive toolkit of the latest tech innovations but also the know-how to leverage these resources to achieve peak performance and a competitive edge in the fast-evolving financial sector.
Event Details
- Date: Wed, 05/28/25
- Time Zone: America/Los_Angeles
- Total CPD Credits: 2.0 hours
- Format: Seminar
Location
- Format: Virtual Event - Live Hero
Daily Schedule
Day 1 - 2025-05-28
Hot Tech Tools and Services for Financial Professionals
- Time: 09:00 AM - 12:00 PM
- CPD Credits: 2.0 hours
- Field of Study: Specialized Knowledge
In a world where time is currency, financial professionals are constantly seeking ways to maximize productivity and streamline their workflows. This course is tailored to equip attendees with the latest productivity-enhancing tools and services, ensuring they can navigate the complexities of the financial industry with ease and precision. From mastering sophisticated calendar and scheduling tools that promise to keep you organized and ahead of deadlines, to implementing iPasS systems for secure and efficient data sharing, this course covers the essential tech that every financial expert needs in their arsenal. Beyond the basics, participants will explore a curated selection of financial tools that automate payments and optimize financial operations, alongside business tools that drive performance and results. While the course provides a thorough understanding of the strategic application of Large Language Models and Generative AI, it also emphasizes practical solutions for day-to-day challenges, such as advanced project management platforms and remote collaboration technologies that keep teams connected and productive. Attendees will learn to harness the full potential of cloud services, integrating them into their daily practice for a flexible and scalable work environment. By the end of this course, financial professionals will not only have a comprehensive toolkit of the latest tech innovations but also the know-how to leverage these resources to achieve peak performance and a competitive edge in the fast-evolving financial sector.
Instructor(s)
Stephen Yoss
- Title: Speaker & Author
- Company: CPD Today
- Location: Big Bear Lake, CA
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, 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. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.
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