Hot Tech Tools and Services for Financial Professionals – Live Webinar July 24, 2024
Technology is changing at an incredible pace and new apps, services, and tools constantly emerge.

These tools can have an incredible impact on our business and personal lives. This course identifies the latest and best tools, apps, and services out there and why you should consider utilizing them. It’s a great hits list of the best tools which can help improve your efficiency and effectiveness. It will discuss desktop applications, mobile apps, cloud services, and more. It will give the attendee a good understanding of the best technology currently available. 

The main topics of this course include the best useful products for business, communication and collaboration tools, major business productivity platforms, tools for automation, plugins for your Internet browser, today’s best mobile apps, and more. With this course you will receive a bundle of new technology ideas to consider implementing.



  • Large Language Model (LLM) & Generative AI
  • Calendar and Schedule Tools
  • Payment and Financial Tools
  • Business Services & Tools



  • Identify which emerging technologies will impact you in the coming year and learn how to incorporate the new developments into your existing workflows
  • Recognize how to implement fantastic new apps, web-based resources, and services to gain efficiency in your personal life and meet organizational needs better
  • Recognize how to keep your Internet browsing experience secure, anonymous, and ad-free using tools such as UBlock Origin, PiHole, and more
  • Identify new opportunities for communication and collaboration with your colleagues, staff, clients, and vendors using applications like Teams and Slack
  • Recognize how to exchange confidential and sensitive information with others, both inside and outside your organization
  • Identify new opportunities for communication and collaboration with your colleagues, staff, clients, and vendors.



You will require an Internet connection and a phone/voice connection at the same time. Most attendees use their computer for the audio. Participants are able to submit questions and comments during the session via a Q&A text panel. Terms, conditions, pricing and services subject to change.



Practitioners who regularly use a computer or mobile device and are familiar with the basic functions. This course is designed to help you get up-to-date with current trends and practices.



Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation. 

Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or obtain a refund. For all Live Webinars that are recorded, participants will have access to the recording for 12 months following the Live Webinar. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions (where applicable). Additional credit will not be awarded due to the instructor presenting over the allotted time.



Due to the costs involved with planning Web sessions, cancellations must be confirmed in writing at least one (1) business day before the beginning of the Web session. If we receive your cancellation notice within the above-mentioned period, you will receive a full refund. No refund will be issued for notices received after the cancellation period.



  • 12 months to review the webinar recording
  • Print version of the presentation slides
  • PD Certificate for 2 hours 


This webinar is being presented by: 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.