Winning Hearts and Minds: Building Future-Ready Businesses
2.00 Credits
Member Price $105
Non-Member Price $135
Overview
This practical program provides accounting professionals with actionable strategies for evaluating and implementing technology solutions that drive firm growth and efficiency. Participants will examine case studies showcasing different organizational approaches to hardware, software, cloud, and on-premise solutions while addressing the unique needs of remote workers and in-office teams. The program focuses on immediate implementation techniques rather than theoretical frameworks, ensuring attendees can apply concepts directly within their practice environments.
Through examination of diverse organizational examples, participants will identify practical technology assessment methods and implementation approaches suited to various firm sizes and client service models. The program addresses common technology adoption challenges while providing concrete strategies for managing organizational change and measuring technology investment outcomes. Attendees will gain ready-to-use tools for building technology roadmaps that enhance both operational efficiency and client service delivery capabilities.
Highlights
Technology Infrastructure Assessment Through Organizational Case Studies, Practical Implementation Strategies for Hardware and Software Solutions, Change Management Techniques for Remote and In-Office Teams
Prerequisites
None
Designed For
Accounting professionals responsible for technology planning and organizational development initiatives.
Objectives
Identify appropriate technology solutions for diverse accounting practice configurations and workflows, Apply practical assessment techniques for hardware, software, cloud, and on-premise options, Implement immediate change management approaches for technology adoption initiatives, Analyze case studies demonstrating successful technology integration across different organizational models, Create actionable technology implementation plans addressing remote and in-office workforce requirements
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.
Non-Member Price $135
Member Price $105