tech and fintech

steve yoss: up your ai skills | quick tech talks

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transform your workday and discover practical ways to save time.

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quick tech talk
with steve yoss
cpe today

generative ai tools are revolutionizing how we approach work, offering practical, efficient, and innovative solutions for professionals across industries. if you haven’t explored tools like openai’s chatgpt or anthropic’s claude, now is the time to dive in. these cutting-edge technologies are as accessible as they are powerful, requiring no special training—just your ability to clearly express your needs.

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imagine completing a 10-hour workload in just six hours. that’s the promise of generative ai: helping you work smarter, not harder.

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randy johnston: ai opportunities and risks | accounting influencers

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adopting these tools will define future success.

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accounting influencers
with rob brown

randy johnston, a pioneer in fintech and technology for accounting, shares his insights on the rapid evolution of artificial intelligence by diving deep into its history and future potential. johnston traces ai’s roots back to alan turing’s groundbreaking work in the 1950s and walks listeners through decades of milestones, from the first neural networks to openai’s chatgpt.

highlighting the shift to generative ai, johnston explains how tools like chatgpt leverage vast datasets through large language models (llms) to deliver advanced, nuanced responses. “ai isn’t prescient or conscious,” johnston clarified, “but it’s a significant leap forward in what machines can do.”

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steve yoss: train staff to i.d. fraud | quick tech talks

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engage in proactive fraud detection to spot issues early.

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quick tech talk
with steve yoss
cpe today

fraud detection isn’t just the responsibility of leadership—it’s a team effort. one of the most effective ways to safeguard your firm and clients from fraud is to empower your staff with the knowledge and awareness needed to recognize red flags. in the latest episode of quick tech talks, the importance of this often-overlooked topic is explored in detail, offering practical tips for fostering a vigilant and informed workforce.

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regular discussions about potential fraud scenarios with your team can make all the difference. employees are often the first line of defense, serving as the organization’s “eyes and ears.” training them to detect warning signs—such as discrepancies in transactions, inconsistencies in customer information, or high-pressure tactics—can help mitigate risks before they escalate.

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steve yoss: master excel integration and enhance productivity | quick tech talks

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level up your skills with powerful lookup formulas.

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quick tech talk
with steve yoss
cpe today

for professionals wrestling with massive datasets, finding specific information in excel can feel like searching for a needle in a haystack. whether it’s a customer id, transaction number, or check number, pinpointing related details like totals, names, or dates can be daunting without the right tools. enter excel’s powerful lookup formulas.

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among the trio of essential lookup functions—vlookup, index-match, and the modern xlookup—the latter emerges as the star. while vlookup and index-match have long been staples for data retrieval, xlookup combines their strengths with enhanced features, offering users a faster, more versatile solution.

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steve yoss: unlock business insight with power bis | quick tax tip

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 revolutionize how businesses visualize and interpret data.

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quick tech talk
with steve yoss
cpe today

businesses today are moving beyond traditional reporting methods to embrace the transformative potential of business intelligence tools. industry leaders emphasize the importance of platforms like tableau, qlik, and power bi, which allow companies to turn raw data into dynamic, interactive dashboards. these tools empower decision-makers to access real-time insights tailored to their specific needs, enabling them to make informed choices that drive success.

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business intelligence tools go far beyond static financial reports like balance sheets and income statements. by integrating sales, marketing, inventory, e-commerce, and even email newsletter data, companies can create a comprehensive “heads-up display” of their operations. imagine transforming sales data into visual charts, mapping customer trends geographically, and combining diverse datasets into a single interactive platform. these tools enable businesses to manage proactively, focusing on forward-looking strategies rather than relying solely on retrospective analysis.

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seven tech keys to a holistic service model

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johnston
 randy johnston, shareholder, k2 enterprises, is a nationally recognized educator, consultant and writer with over 40 years of experience in strategic technology planning, accounting software selection, paperless systems and network integration, and business continuity and disaster recovery planning.

mitigate risk by balancing technology’s significant benefits: how to overcome your three biggest concerns.

by randy johnston
the holistic guide to wealth management

in order to provide clients with the holistic service model that we’ve explored throughout our book, you’ll need a technology stack that can keep up.

more: four ways to provide wealth management in your accounting practice | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision | what multiples mean to accounting firms | why cpas are best positioned to become financial advisors | how wealth management has evolved | introducing you to a fulfilling return on relationships | why now is the time for cpas to embrace wealth management
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there are seven important reasons why a holistic service model is particularly beneficial for accounting professionals. below i’ll explain how having the right technology in place will significantly facilitate your transition from tax preparer/financial historian to trusted holistic advisor.
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steve yoss: how powered bi connects data | quick tech talks

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unlock insights quickly, from quickbooks to custom systems.

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quick tech talk
with steve yoss
cpe today

microsoft’s power bi revolutionizes how professionals and businesses interact with their data. this cutting-edge tool, designed for business intelligence and dashboarding, is user-friendly, highly versatile, and incredibly powerful. whether you’re working with sales, marketing, accounting, inventory, payroll, or other datasets, power bi seamlessly connects to nearly 100 native cloud resources—including quickbooks online—bringing your data to life through interactive dashboards, charts, maps, and graphs.

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one of power bi’s standout features is its ease of use. by simply entering your username and password, you can connect directly to quickbooks online without the need for third-party integrations or extra fees. moreover, its support for odbc (open database connectivity) makes it possible to integrate virtually any system, from inventory management to payroll and hr, or even external web data requiring login credentials.

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steve yoss: boost security with mfa | quick tech talks

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your data has probably already been exposed.

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quick tech talk
with steve yoss
cpe today

data breaches have become an unfortunate reality in the digital age, and with them, the risk to personal and financial information continues to grow. however, there is a simple yet powerful way to protect your accounts: multi-factor authentication (mfa).

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mfa, sometimes referred to as one-time passwords, has become a cornerstone of modern cybersecurity. think about this hard truth: your data, unfortunately, has probably been exposed by either a website, a web service, or maybe even your favorite merchant at some point in the last 10 to 15 years. when passwords are stolen in data breaches, cybercriminals often use them to access accounts on other sites, exploiting the common habit of password reuse.

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cfos see ai as top risk and opportunity

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pie chart

are you working on a policy yet? half your peers are.

by 卡塔尔世界杯常规比赛时间 research

if you’re in business – anywhere from accounting to manufacturing to retailing – you’d better buckle up because next year isn’t going to be like this year, let alone the year before.

more: does accounting belong in stem? | accounting arc | artificial intelligence may already be plateauing | regulation, geopolitical instability spark concern | ten ways to manage price increases | survey says 57% of firms are raising prices next year | how will private equity impact accounting careers? | eleven questions about kids, wealth and the family business | twelve years and out: seasoned accountants join the exodus | how accounting firms are handling the staff shortage | gen ai in accounting: epic transformation, or overheated hype? | survey shows big opportunities in small business | salary guides for accountants vary widely: whom do you believe? | are you earning what you deserve?
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the bdo 2024 cfo outlook survey uncovered a startling change that occurred this year. early in 2023, 71 percent of middle-market cfos said supply chain disruption was their primary risk, economic volatility running a close second and geopolitical disruption a close third.

but artificial intelligence never made the top five. in fact, it isn’t even mentioned in that survey. not once.

but 2023 was long, long ago.
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artificial intelligence may already be plateauing

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man reading about chatgpt on computer screen

progress may be more incremental … while resource use continues to boom.

by rick richardson

according to a recent story from the information, openai’s next-generation orion model of chatgpt, which is both rumored and denied to be arriving before the end of the year, might not be everything that has been hailed when it does.

more on ai: thomson reuters brings al to audit solutions | ai displacing more jobs in banking than other sectors | what is an ai pc, and should i get one? | ai-engineered enzyme could be solution to plastic pollution | educators can benefit from new generative ai course | ai named the highest-paying in-demand tech skill for 2024 | ai generates revolutionary new battery design | chatgpt is getting humanlike memory
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according to the report, which quotes unnamed openai staff, the orion model has shown a “far smaller” improvement over its predecessor, gpt-4, than gpt-4 did over gpt-3. according to the same individuals, orion “isn’t reliably better than its predecessor (gpt-4) in handling certain tasks,” particularly coding applications, even though the new model is noticeably better at general language functions like creating emails or summarizing documents.
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