What's Coming Next: Technology Strategies for CPA's – Live Webinar May 28, 2026
In today’s rapidly evolving digital landscape, financial professionals must navigate an unprecedented wave of technological transformation, from generative AI and 3D printing to augmented and virtual reality solutions reshaping business operations. This comprehensive course equips CPAs with cutting-edge insights into the technologies transforming the financial sector, including practical guidance on selecting optimal hardware and devices for maximum productivity. Participants will explore how emerging technologies are fundamentally changing traditional financial processes, while gaining actionable knowledge about the latest devices, from enterprise-grade computers to mobile solutions that enhance professional performance.

Don’t miss this opportunity to position yourself at the forefront of technological innovation in finance. Through hands-on exploration of real-world applications and specific hardware recommendations, you’ll develop the expertise needed to make informed technology investments for your practice. Whether you’re looking to upgrade your office infrastructure, implement AR/VR solutions for remote collaboration, or leverage 3D printing for business applications, this course provides both strategic insights and practical purchasing guidance. Join us to transform technological challenges into competitive advantages and ensure your practice remains innovative and resilient in 2026 and beyond!

TOPICS:

  • Emerging Technology Trends for 2025
  • Future-Ready Hardware Computers and Smart Phones
  • Internet of Things (IoT)
  • Cloud Technology
  • Artificial Intelligence
  • Generative AI and Large Language Model (LLM)
  • Emerging Technology Here Today
     

LEARNING OBJECTIVES:

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

THIS WEBINAR INCLUDES:

  • 30-days to review the webinar recording
  • Print version of the presentation slides
  • PD Certificate for 2 hours 

PRESENTER:  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.

PROFESSIONAL DEVELOPMENT (PD) CREDITS:

Wolters Kluwer's professional development programs are designed to meet the continuing education requirements of various professional associations. You will receive the same number of credits as the length of the webinar. Please consult your provincial association to ensure this webinar meets the continuing professional development standards applicable to your specific situation.

CANCELLATION POLICY:

Cancellations must be confirmed in writing at least one (1) business day before the start of the broadcast to receive a full refund. No refunds will be issued for notices received after the cancellation period. If the webinar is cancelled, participants will be notified and may transfer their registration or obtain a refund.