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Winning hearts and minds: Building a future-ready business

CPE credit: 1 hour for CPAs

Stop treating IT like a bill you have to pay and start seeing it as the way you’ll grow your business. If your tech is clunky, your best people will leave. You’ll learn how to spot the tools that actually help your team get work done faster. It’s not just about the gadgets; it’s about how you lead your people through the frustration of change. You need to make sure your remote staff and office team feel like they’re working for the same company. We won’t get bogged down in technical talk. Instead, we’ll focus on the big-picture shifts you need to make to keep your firm ready for what’s coming next. You can’t afford to let “how we’ve always done it” hold you back anymore. Get your team on board by showing them how new tech makes their lives easier. It’s about winning their hearts and minds to build a business that stays ahead.

Learning objectives:

  • Identify the high-level technology requirements for a scalable accounting firm.
  • Recognize the common organizational barriers to successful technology adoption.
  • Compare different infrastructure models for their ability to support hybrid work environments.
  • Discuss the relationship between firm culture and effective digital transformation.

Level:  Basic

Instructional method:  Group internet-based

NASBA field of study:  Information technology

Program prerequisites:  None

Advance preparation:  None

Note: CPE is only available for attending the live event, on-demand viewing is not eligible.

Speaker:
Stephen M. Yoss
Stephen M. Yoss
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.

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. For more information about Steve, please click here to visit his personal website.

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NASBA Approved. Sponsor # 103021.

Wolters Kluwer 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

New York note: Wolters Kluwer is a registered Continuing Education sponsor with the New York State Board for Public Accountancy, State Education Department. (Sponsor #000085) | Texas note: We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. (Sponsor #000001). Please check with your State Board which has final authority on the approval of courses for CPE credit. The content presented during this webcast is for informational purposes only and should not be construed as legal or tax advice. ADP encourages you to consult with appropriate legal or tax professionals for circumstances related to your business.

ADP, the ADP logo and Always Designing for People are trademarks of ADP, Inc. All other marks belong to their respective owners. Copyright © 2026, Inc. ALL RIGHTS RESERVED.

 

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