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Live Webcast Replay

K2’S Artificial Intelligence For Accounting And Financial Professionals


Total Credits: 4.5 including 4.5 Computer Software & Applications - Non-technical

Average Rating:
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Categories:
ACPEN Industry Institute |  Industry |  Technology
Faculty:
Steven M. Yoss, Jr., CPA
Course Levels:
Intermediate
Duration:
4.5 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates


Description

Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.

Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.

 

Basic Course Information

Learning Objectives
  • Recognize essential components of Artificial Intelligence
  • Distinguish AI, Machine Learning, and Robotic Process Automation
  • Explore practical AI applications in accounting and finance
  • Identify AI features in applications like Excel
  • Evaluate AI's impact on accounting and financial fields

Major Subjects
  • Exploring AI applications in accounting and finance
  • Understanding AI features in everyday tools
  • Embracing the future: AI's impact on finance and accounting

Course Materials

Faculty

Steven M. Yoss, Jr., CPA's Profile

Steven M. Yoss, Jr., CPA Related Seminars and Products

Associate

K2 Enterprises


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.

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 pursuing 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.


Dates

Mon, Jun 02, 2025 - 08:30am to 12:10pm CDT
Tue, Jun 17, 2025 - 03:00pm to 06:40pm CDT
Mon, Jun 23, 2025 - 08:30am to 12:10pm CDT
Thu, Jul 10, 2025 - 11:00am to 02:40pm CDT
Mon, Jul 14, 2025 - 08:30am to 12:10pm CDT
Tue, Jul 22, 2025 - 03:00pm to 06:40pm CDT
Mon, Aug 04, 2025 - 08:30am to 12:10pm CDT
Thu, Aug 07, 2025 - 11:00am to 02:40pm CDT
Mon, Aug 25, 2025 - 08:30am to 12:10pm CDT
Tue, Aug 26, 2025 - 03:00pm to 06:40pm CDT
Thu, Sep 04, 2025 - 11:00am to 02:40pm CDT
Mon, Sep 15, 2025 - 08:30am to 12:10pm CDT
Tue, Sep 30, 2025 - 03:00pm to 06:40pm CDT
Thu, Oct 02, 2025 - 11:00am to 02:40pm CDT
Mon, Oct 06, 2025 - 08:30am to 12:10pm CDT
Mon, Oct 27, 2025 - 08:30am to 12:10pm CDT
Thu, Oct 30, 2025 - 11:00am to 02:40pm CDT
Tue, Nov 04, 2025 - 03:00pm to 06:40pm CST
Mon, Nov 17, 2025 - 08:30am to 12:10pm CST
Wed, Nov 19, 2025 - 11:00am to 02:40pm CST
Mon, Dec 08, 2025 - 08:30am to 12:10pm CST
Tue, Dec 09, 2025 - 03:00pm to 06:40pm CST
Mon, Dec 29, 2025 - 08:30am to 12:10pm CST
Tue, Jan 13, 2026 - 03:00pm to 06:40pm CST
Mon, Jan 19, 2026 - 08:30am to 12:10pm CST
Thu, Jan 22, 2026 - 11:00am to 02:40pm CST
Mon, Feb 09, 2026 - 08:30am to 12:10pm CST
Tue, Feb 17, 2026 - 03:00pm to 06:40pm CST
Thu, Feb 19, 2026 - 11:00am to 02:40pm CST
Mon, Mar 02, 2026 - 08:30am to 12:10pm CST
Thu, Mar 19, 2026 - 11:00am to 02:40pm CDT
Mon, Mar 23, 2026 - 08:30am to 12:10pm CDT
Tue, Mar 24, 2026 - 03:00pm to 06:40pm CDT
Mon, Apr 13, 2026 - 08:30am to 12:10pm CDT
Thu, Apr 16, 2026 - 11:00am to 02:40pm CDT
Tue, Apr 28, 2026 - 03:00pm to 06:40pm CDT
Mon, May 04, 2026 - 08:30am to 12:10pm CDT
Thu, May 14, 2026 - 11:00am to 02:40pm CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Accounting and financial professionals seeking to learn how to use Artificial Intelligence to improve business processes
Original Recording Date 2024
Course Developer K2 Enterprises 
Date Added to Catalog

1/28/25


Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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