Speaking & Training

Engaging, informative technology presentations

As a professional speaker, Stephen presents and teaches to thousands of professionals around the world each year. He specializes in breaking down complex technology subjects with an energetic, engaging, and immediately actionable style.

Stephen M. Yoss, Jr., professional speaker, in a tailored three-piece suit

At the 200+ live events and countless webinars Stephen presents each year, he brings an absolute commitment to a highly interactive environment. Using audience discussion, polling questions, and useful tips to supplement detailed visual presentations, he covers a broad array of technology topics with one goal: every attendee leaves inspired, informed, and armed with new ways to use technology to transform their personal and professional lives.

Energy that lands

Straightforward, high-energy delivery that keeps a professional audience leaning in.

Genuinely interactive

Live polling, Q&A, and discussion — not a one-way slide deck.

Immediately useful

Every session ends with tactics attendees can implement the next morning.

Topics I'm asked for most

From AI to Excel to the cloud

Sessions are tailored to the room — and there are 150+ ready-to-deliver titles in the catalog.

Browse the full catalog
  • Artificial Intelligence & automation
  • Microsoft Excel & Power Query
  • Cybersecurity & data privacy
  • Cloud computing & the virtual office
  • Databases & data analytics
  • Emerging tech, blockchain & crypto
Upcoming schedule

Where to catch me next

You can find my classes at many state CPA societies, plus CCH CPE Link and CPE Today. See every confirmed, upcoming session in one place.

On the road

38 states and 4 countries

From California to Maine — and Costa Rica to the Bahamas — I've taught in-person and online audiences all over the map. Here's a look at where.

Alabama Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alaska Hawaii AlabamaAlabama ArizonaArizona ArkansasArkansas CaliforniaCalifornia ColoradoColorado D.C.District of Columbia FloridaFlorida GeorgiaGeorgia IdahoIdaho IllinoisIllinois IndianaIndiana IowaIowa KansasKansas LouisianaLouisiana MaineMaine MarylandMaryland MassachusettsMassachusetts MinnesotaMinnesota MississippiMississippi MissouriMissouri MontanaMontana NevadaNevada New MexicoNew Mexico North CarolinaNorth Carolina North DakotaNorth Dakota OklahomaOklahoma OregonOregon PennsylvaniaPennsylvania South CarolinaSouth Carolina South DakotaSouth Dakota TennesseeTennessee TexasTexas UtahUtah VirginiaVirginia WashingtonWashington WisconsinWisconsin WyomingWyoming AlaskaAlaska HawaiiHawaii
38
U.S. states
4
Countries
685+
Sessions taught
1,700+
Hours of instruction
200+
Distinct courses
40+
Organizations served
Beyond the lower 48
  • The Bahamas
  • Mexico
  • Costa Rica
Trusted by

Societies & organizations I've worked with

State CPA societies coast to coast — plus national continuing-education partners and technology teams across the Fortune 500.

  • Iowa Society of CPAs
  • Minnesota Society of CPAs
  • Mississippi Society of CPAs
  • Oregon Society of CPAs
  • Oklahoma Society of CPAs
  • Idaho Society of CPAs
  • New Mexico CPA Foundation
  • Montana Society of CPAs
  • Georgia Society of CPAs
  • Tennessee Society of CPAs
  • Washington Society of CPAs
  • Kentucky Society of CPAs
  • Virginia Society of CPAs
  • Hawaii Society of CPAs
  • Illinois CPA Society
  • Indiana CPA Society
  • Massachusetts Society of CPAs
  • Nebraska Society of CPAs
  • Kansas Society of CPAs
  • Ohio Society of CPAs
  • Society of Louisiana CPAs
  • Wolters Kluwer · CCH CPE Link

…and counting — plus K2 Enterprises, CPE Today, and technology teams across the Fortune 500.

Testimonials

What audiences say

I am most impressed with Stephen Yoss and his presentation. As a 40+ year CPA, I am not easily impressed — but he was outstanding.
QuickBooks Online Reporting · Beyond the Basics
This is the best course I have taken on AI. Thank you so very much! I have a much better understanding of how to use AI — and how not to use AI.
K2's Getting Started with Artificial Intelligence
First class I have taken from this instructor and I was very impressed. From someone who knew nothing about AI, I'm ready to dive in and use it in my practice!
Turbo-Charging Productivity with AI & Automation
Excellent presentation and coverage of topics. Steve is a great communicator and shared valuable information. I was impressed with his range of knowledge and the examples provided.
K2's Ethics and Technology
Stephen Yoss is an excellent speaker and teacher, who breaks it down to simple language.
K2's AI Confidential? · Privacy and AI
This was one of the most helpful Excel courses I have taken. Thank you for presenting this session and being so knowledgeable.
Excel Functionality Every Accountant Should Know
Just wanted to say how much I enjoyed Steve's knowledge and manner. The course was very helpful and kept me engaged — appreciate all the tips and recommendations.
Cybersecurity 2025 · Proactive Defense for CPAs
It's great learning from somebody who really understands and uses the tools they are speaking about. Thanks for the valuable information.
K2's Better Productivity Through AI & Automation
Best session of the conference, hands down. Steve cuts through the AI hype and shows you exactly how to put ChatGPT to work — I walked out with prompts and workflows I could use the very next morning.
K2's Harnessing ChatGPT

Ready to energize your audience?

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