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Live Webcast Replay

K2’S 2022 Artificial Intelligence For Accounting And Financial Professionals

Total Credits: 4.6 including 4.6 Information Technology - Technical

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

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Artificial Intelligence (AI) is no longer just a theoretical concept! Instead, AI is a practical tool available today to help you address and solve real-world problems. In this course, you will learn about the fundamentals of AI and how you can put this amazing technology to work today to help you and your team work more efficiently and effectively. Participate in this course to learn about the fundamentals of AI and specific types of problems AI can help you address. You will learn about AI features available in everyday applications – including Excel – and how you can use these features in situations such as detecting fraud and identifying potential errors in transactions. You will also learn how AI is changing how accounting and financial professionals work, both today and in the future.


Basic Course Information

Learning Objectives
  • Identify key components of Artificial Intelligence
  • Differentiate between Artificial Intelligence, Machine Learning, and Robotic Process Automation
  • List examples of potential uses of Artificial Intelligence in accounting and financial environments
  • Identify instances of Artificial Intelligence features in applications such as Excel

Major Subjects
  • Information Technology
  • Artificial Intelligence (AI)

Course Materials


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

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


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.


Thu, Mar 07, 2024 - 03:00pm to 07:38pm MST
Sat, Mar 30, 2024 - 09:00am to 01:38pm MDT
Tue, Apr 02, 2024 - 11:00am to 03:38pm MDT
Wed, Apr 10, 2024 - 09:00am to 01:38pm MDT
Tue, May 07, 2024 - 09:00am to 01:38pm MDT
Tue, May 14, 2024 - 11:00am to 03:38pm MDT
Fri, Jun 07, 2024 - 09:00am to 01:38pm MDT
Tue, Jun 25, 2024 - 11:00am to 03:38pm MDT
Sat, Jun 29, 2024 - 09:00am to 01:38pm MDT
Tue, Jul 09, 2024 - 11:00am to 03:38pm MDT
Wed, Jul 31, 2024 - 01:00pm to 05:38pm MDT
Fri, Aug 16, 2024 - 03:00pm to 07:38pm MDT
Fri, Aug 30, 2024 - 07:00am to 11:38am MDT
Tue, Sep 03, 2024 - 05:00pm to 09:38pm MDT
Sat, Sep 21, 2024 - 11:00am to 03:38pm MDT
Fri, Oct 04, 2024 - 01:00pm to 05:38pm MDT
Tue, Oct 15, 2024 - 03:00pm to 07:38pm MDT
Mon, Nov 11, 2024 - 07:00am to 11:38am MST
Tue, Nov 26, 2024 - 09:00am to 01:38pm MST
Tue, Dec 03, 2024 - 11:00am to 03:38pm MST
Thu, Dec 12, 2024 - 05:00pm to 09:38pm MST
Sat, Dec 21, 2024 - 03:00pm to 07:38pm MST
Tue, Jan 07, 2025 - 07:00am to 11:38am MST
Thu, Jan 16, 2025 - 09:00am to 01:38pm MST
Sat, Feb 15, 2025 - 11:00am to 03:38pm MST
Fri, Feb 28, 2025 - 01:00pm to 05:38pm MST
Fri, Mar 07, 2025 - 03:00pm to 07:38pm MST
Tue, Mar 25, 2025 - 05:00pm to 09:38pm MDT
Fri, Apr 04, 2025 - 09:00am to 01:38pm MDT
Sat, Apr 26, 2025 - 11:00am to 03:38pm MDT
Thu, May 01, 2025 - 05:00pm to 09:38pm MDT
Tue, May 13, 2025 - 03:00pm to 07:38pm MDT

Additional Info

Basic Course Information

Prerequisites Fundamental knowledge of technology, including spreadsheets
Advanced Preparation None
Designed For Accounting and financial professionals seeking to learn how to use Artificial Intelligence to improve business processes
Original Recording Date 2022
Course Developer K2 Enterprises 
Date Added to Catalog


Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (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:

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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 



Overall:      4.5

Total Reviews: 25


Allen V

"Great course! Many many practical new tools to consider and shared at a high level/understandable level"

Lindsey A

"Excellent Presenter"

Mark F

"One of the best webinar experiences I've had in a while, both presentation-wise and content-wise."

Chris A - San Antonio, Texas

"This guy totally rocks!"