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About Stephen
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, LLC, a continuing education instructor for financial professionals, a professional speaker at live events, 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.
My Recent CPE Courses
Google Workspace vs. Microsoft 365 – What’s Right For Your Organization?
Course Category: Productivity
In the rapidly evolving digital landscape, financial professionals understand the critical importance of safeguarding organizational data. This . . . specialized course offers practical strategies to fortify defenses against data breaches, focusing on the crucial decision-making process between Google Workspace and Microsoft 365. Participants will gain in-depth knowledge of the vital components and major selling points of each platform, navigating through the complexities of pricing, benefits, and potential risks. This hands-on experience is essential for those seeking to enhance their organization’s productivity tools without compromising on security.
Professionals will leave with a clear understanding of the collaboration dynamics of both platforms, comparing real-time editing capabilities, and exploring the nuances of file sharing and cloud storage solutions. The course goes beyond the basics, delving into the intricacies of business email options, word processing efficiency, and presentation tools to empower attendees with the knowledge to make informed choices. By analyzing the pros and cons, including user interface preferences and the extent of third-party integrations, attendees will be equipped to make a strategic decision that aligns with their organization’s specific needs, ensuring robust security and seamless collaboration.
Google for Financial Gurus: A Tactical Workshop
Course Category: Productivity
In the competitive field of finance, professionals are constantly on the lookout for the latest tools to sharpen their edge and enhance their service . . . offerings. This specialized course delves into the expansive suite of Google services, tailored specifically for the financial industry. Participants will gain a thorough understanding of how to effectively utilize Google Search for market research, employ Google Workspaces for seamless collaboration, and capitalize on Google’s advertising platforms to target and attract the ideal clientele. Additionally, the curriculum covers the integration of Google Maps for geo-analytics and the advanced capabilities of Google Cloud for secure data management and analysis.
Why should financial experts attend? This workshop is more than just a tutorial; it’s a strategic guide for incorporating technology into financial practices. Attendees will leave with a clear comprehension of how to apply Google’s tools to optimize their business processes, make informed decisions with real-time data, and ultimately drive profitability. The interactive sessions provide hands-on experience, ensuring that every professional is well-equipped to apply these skills directly to their work. Don’t miss this opportunity to transform your approach to finance with the power of Google’s technology.
Charting, Graphing, and Mapping Data Made Easy!
Course Category: Excel
In a data-driven world, financial professionals are expected to not only analyze numbers but also translate them into compelling stories that drive . . . decisions. This course is tailored for those who want to elevate their data presentation skills using Excel and other popular tools. Participants will dive into the art of charting, learning how to choose the right graph for their data and audience. Whether it’s a pie chart that reveals a budget’s composition or a line chart that shows financial trends over time, attendees will leave with a thorough understanding of each chart’s purpose and application.
Beyond the basics, this course offers a deep dive into the Microsoft Office suite’s charting capabilities, ensuring that participants can seamlessly integrate their visuals into Word, PowerPoint, and beyond. With hands-on exercises, they’ll transform raw figures into clear, informative charts that make an impact. By the end of the sessions, financial professionals will be adept at mapping data in a way that tells a story, engages stakeholders, and influences strategy. Don’t miss the opportunity to enhance your presentations and reports—secure your spot today and start turning your data into persuasive narratives that resonate with your audience.
Connect, Transform, and Analyze Data Like a Pro with Power Query
Course Category: Excel
In today’s data-driven environment, financial professionals are expected not only to analyze numbers but to transform them into actionable insights. . . . This course offers a deep dive into the practical applications of Power Query in both Excel and Power BI, tailored for those who already have a foothold in financial data analysis. Participants will learn how to streamline their data preparation process, saving time and reducing errors by automating the tedious tasks of connecting to various data sources, combining datasets, and cleaning up data for more efficient analysis.
As the backbone of any insightful report or dashboard, clean and well-structured data is a must. This course goes beyond the basics, equipping attendees with the skills to create custom columns and perform advanced data transformations that lead to more meaningful financial reports. By the end of the sessions, participants will not only have sharpened their analytical capabilities but will also carry the confidence to tackle complex data challenges with ease. Don’t miss the opportunity to refine your data skills and bring new levels of proficiency to your financial analysis.
Demystifying Accounting for Blockchain, Cryptocurrency, and NFTs
Course Category: Blockchain
For accounting and tax professionals, understanding the inner workings of blockchain and cryptocurrency is no longer just an advantage—it’s a . . . necessity. This course provides an in-depth look into the mechanics of digital currencies and revolutionary blockchain technology, equipping attendees with the knowledge to navigate benefits and risks effectively. Special emphasis is placed on the tax implications for both individuals and estates, ensuring that attendees can confidently advise on these issues, which are becoming increasingly relevant in financial planning and asset management.
This offering is more than just a learning experience; it’s an investment in one’s professional growth. By understanding the tax complexities and estate planning challenges posed by digital assets, participants will be able to offer valuable insights and strategic solutions. They will emerge from this course not just with theoretical knowledge but with actionable skills that can be applied immediately. In a landscape where digital assets are becoming commonplace, this is the education that will differentiate the exceptional from the average. Join today and step into a role as a leader in finance for the digital age.
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My Businesses
Devmatics is a professional software development company. At its core, it focuses on solving problems through the implementation of technology. Devmatics focuses on building custom software solutions for its clients. We’ve built everything from distance learning to custom eCommerce projects to mobile apps. We’ve built up a wide range of expertise over the years to assist clients in any industry. We’re always ready to take on a new project and help our clients grow their businesses.
CPE Today strives to provide outstanding continuing education and training to working professionals. We promise to provide top-quality learning accessible on the device of your choosing. Whether you are looking to acquire new skills or stay competitive you learn on your terms with us.
We focus on making learning easy, fun, approachable, and flexible on all the user’s devices. Our focus is on creating a common platform that can be customized to a wide range of professions and industries.