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Automation For Increasing Personal Efficiency and Effectiveness

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3.00 Credits

Member Price $135

Non-Member Price $180

Overview

Automation can be incredibly helpful for saving time, improving accuracy, promoting effectiveness, and getting more value out of your workday. One of the best things a person can do is to invest time into automating their workday because it will help them to complete more work in the same period of time, reduce daily stress and provide better mental clarity. Automation can be permanent time savings for a person, once something is automated you always get that time back on a project.

This course will discuss the various tools, methods, apps, websites, and more that a person can use to help promote personal automation in both your personal and professional life. It will incorporate technologies such as integration platform as a service (iPaaS) tools, Amazon Alexa and Google Home, the Elgato Streamdeck, and more. Participants will learn methods that can help them save anywhere from a couple of hours to weeks of time.

Highlights

What are integration and automation?, Exploring Integration Platform as a Service (iPaaS) tools and services, Automation within tools you’re already using today, Intelligent virtual assistants (IVAs) for automation around the house

Prerequisites

None

Designed For

accounting and financial professionals desiring to improve efficiency & accuracy

Objectives

Define automation and demonstrate different use cases., Identify processes in your personal and professional life where automation can be utilized to save you time., Distinguish between the different automation tools. Their various strengths and weaknesses, identify which products and services that are the best for your personal workflow., Establish and account with an integration-as-a-platform-service (iPaaS) provider and create automation workflows for daily tasks such as email, calendaring, and document management., Leverage the power of the Elgato Streamdeck for simple use of application hot keys and launching automation process with the touch of a button.

Preparation

None

Leader(s):

Leader Bios

Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises

Stephen M. Yoss, Jr., CPA, is the partner, and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more.

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Non-Member Price $180

Member Price $135