yossio Stephen M. Yoss, CPA
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What's Coming Next: Technology Strategies for CPAs — course hero graphic

What's Coming Next: Technology Strategies for CPAs

📋 Overview

If you only take one technology course this year to stay current, this is it. This high-level update provides a comprehensive look at the major shifts in hardware, software, and market trends that will define the professional landscape in 2026. We move beyond the headlines to identify the "best of the best" tools and strategies that offer genuine business value, helping you separate meaningful progress from short-term hype. Whether you are working from a traditional office, a home setup, or a mobile environment, this session clarifies how to align your tech stack with the current direction of the industry. The curriculum balances big-picture market insights with practical updates on the tools you use daily. We will examine the evolution of intelligence in the workplace—tracking the move from simple AI chat prompts toward integrated, agentic workflows that handle real business tasks. From major cloud platform overhauls to the latest hardware benchmarks, you will gain the specific insights needed to make informed investment decisions for your firm or organization. Join us to see what is around the corner and prepare your practice for the opportunistic year ahead.

👥 Who Should Attend

CPAs and financial leaders who need a definitive, all-in-one update on the technology trends and tools that will impact their organizations in the next year.

Prerequisites
None
Advanced Prep
None

🎯 Learning Objectives

📚 Major Topics

  1. The 2026 Market Outlook: Big-Picture Trends and Technology Forecasts
  2. The Best of 2026: Top Hardware and Software Picks for Professionals
  3. The Intelligence Evolution: Transitioning to Real-World Agentic Workflows
  4. Ecosystem Excellence: Maximizing Your Existing Cloud and Mobile Platforms

🏷️ Topics

CPA technology update 2026accounting technology trendsprofessional hardware guide 2026Microsoft 365 for businessagentic AI for accountantshybrid work technology2026 tech forecast for CPAsaccounting automation strategiesbusiness technology
🗂️ Course Details
Course ID
446
Short Name
Tech Update
Created
2026-03-28
Last Updated
2026-06-20

🎤 About the author

Stephen M. Yoss, CPA

Stephen is a certified public accountant, the CEO 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. Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve 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.

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