Hot Tech Tools and Services for Financial Professionals
Live Virtual Seminar
2.00 Credits
Member Price $99.00
Price will increase by $50 on 5/13
Non-Member Price $159.00
Price will increase by $50 on 5/13
Overview
The modern financial professional’s efficiency is directly tied to the ecosystem of applications and hardware they navigate daily. This course provides a comprehensive tour of the most effective tools and services, categorized across mobile, desktop, and cloud environments. We move beyond standard office software to explore open-source alternatives and specialized "productivity gems" that offer high value for small business practitioners. The session also addresses the intersection of professional and personal efficiency by examining how home automation can be integrated to create a more seamless and focused work-from-home experience. A significant portion of the program is dedicated to the power of Integration Platform as a Service (iPaaS) solutions. We will demystify how tools like n8n, Power Automate, and Zapier allow disparate systems to communicate, enabling basic but powerful no-code automation for routine tasks. Additionally, we address critical security updates for 2026, including the practical deployment of passkeys and encrypted sharing protocols. This course is designed to provide a foundational roadmap for practitioners looking to modernize their tech stack with a blend of agentic AI, robust automation, and secure, high-performance applications.
Highlights
- The Multi-Platform Stack: Best Mobile, Desktop, and Cloud Applications
- iPaaS and Automation: Connecting Workflows with n8n, Power Automate, and Zapier
- Professional Security: Implementing Passkeys and Encrypted Client Communication
- Extended Productivity: Open Source Solutions and Home Automation Integration
Prerequisites
None
Designed For
Financial professionals seeking a foundational overview of modern productivity and automation tools.
Objectives
- Identify and categorize high-impact mobile, desktop, and cloud applications for professional financial use.
- Recognize the capabilities of iPaaS tools like n8n and Zapier for connecting software ecosystems.
- Describe the benefits of open-source applications and home automation in a professional workflow.
- Recall the steps for implementing passkey-based authentication to enhance individual and firm security.
- List the primary functions of agentic AI tools within a basic automated task environment.
Preparation
None
Leader(s):
Leader Bios
Steve Yoss, K2 Enterprises LLC
At age 10, Stephen began working with technology; he started his first IT company at just 13, which focused on designing web applications for local businesses. At 15, he began writing original computer code and has been designing and implementing technological solutions continuously since then. Stephen is a graduate of Loyola Marymount University, with degrees in Accountancy and International Business. While at Loyola, he served the campus as student body president and as the student representative to the Board of Trustees. He has a Master’s of Science degree in Information Systems and Technology from Claremont Graduate University with a concentration in Geographic Information Systems. In 2017, Stephen formed Devmatics, 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. Prior to starting Devmatics, Stephen worked as an accountant in his family’s practice, Yoss & Allen. At Yoss & Allen, he completely redesigned the firm’s technology practices and instituted a technological infrastructure to streamline the firm’s practices and allow them strategic flexibility. Many of the technologies, strategies, and concepts that Stephen uses himself (and consults companies on how to use) were designed, perfected, and implemented to help his family’s business and their clients. In addition to his time with Yoss & Allen, Stephen worked in New Zealand as a management accountant. Since 2009, Stephen has also been teaching continuing professional education, providing written, webcast, in-house, and live instruction. He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more. Stephen is also a professionally licensed pyrotechnician and works on major fireworks displays throughout the nation for Pyro Spectaculars, North America’s largest full-service fireworks display production company. He’s proud to have helped produce incredible displays, including the Macy’s July 4th Spectacular in New York City, the 75th Anniversary of the Golden Gate Bridge in San Francisco, KGB Skyshow in San Diego, and many more. Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Stephen 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. Stephen calls Big Bear Lake, CA, home; when he’s not at the desk, in a boardroom, at the podium, or producing a fireworks display, he spends as much time as he can pursue his other passions. He is an avid music lover and attends multiple festivals each year. At the Burning Man, Stephen helps setup and produce pyrotechnic displays for the city. In Big Bear Lake, he regularly volunteers his time to perform various community services. He’s also an avid outdoorsman and regularly carves out time to scuba dive, camp, hike, and photograph both close to home with family and friends and on his many travels.
Non-Member Price $159.00
Member Price $99.00
Please call us at 515-223-8161 to register for this event.