Leveraging Microsoft Teams Effectively for Your Org. Webcast [LMT]

Nov 17, 2026
Time: 10:30am-1:30pm

Subject:

Computer Software & Applications

Credit Hours:

3.00

Price:

Member: $145.00
Non-member: $155.00

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Discussion Leader:

Steve Yoss, CPA, MS    more info

Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, 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 software development company that focuses on solving problems through the implementation of technology. Devmatics builds custom software, mobile apps, integration solutions, workflow automation, and more for all types of organizations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technical 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 to gain a competitive advantage while increasing efficiency and productivity.

Before 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 to create efficiency and maximize their financial potential.

Stephen calls Big Bear City, 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 City, 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. 

 

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Website registration for this course closes on November 16, 2026. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

Leveraging Microsoft Teams Effectively for Your Organization Webcast (LMT)

November 17th, 2026 / 10:30 am 1:30 pm

Live Webcast

Microsoft Teams has proved to be the saving technology for many organizations through the COVID-19 Pandemic. Millions of us worked from home. It allowed for us to conference call, screen share, and exchange files like we were all sitting in the same office. It gives us the ability to be able to operate and communicate anywhere with Internet connectivity.

This class explores how to effectively implement and leverage Microsoft Teams inside your organization. It will look at some of the best practices for communication, security, productivity, and more. The class will take a specific look at the newest Team's features to help you implement the latest and greatest. You'll learn how to use this tool to run meetings in your organization, take advantage of 3rd party plugins, schedule appointments with colleagues, and more. Regardless of if you're a new user to Teams or a Power user you will learn how to use this incredible tool more effectively.

Major Topics:
-Overview of Microsoft Teams.
-The purpose and intent of the application.
-Why you should consider it for your organization.
-The best features of Teams and how they are used every day.
-Additionally, some hidden gems of Teams that you should know about.
-Some fantastic 3rd party and external tools which easily integrate into Teams.
-Methods for automating business practices in Teams using Approvals and Power Automate.
-A brief discussion of administration, security, and privacy in Teams.

Learning Objectives:
-Identify the major features and functions of Microsoft Teams and their related purpose.
-Develop a contemporary communication strategy for your organization centered around instant messaging, real collaboration, and virtual meetings.
-Organize your Microsoft 365 account and related applications to be used in conjunction with Teams.
-Compare file storage options between Microsoft OneDrive and SharePoint to determine the best manner to save organizational data.
-Discover hidden secrets and pro tips on how to best use this incredible application for managing dispersed teams.
-List of the major 3rd party applications which can be used with Microsoft Teams to extend the underlying functionality.

Designed For: Accountants and Financial Professionals who use Microsoft Teams

CPE Credits: 3, Computer Software & Applications

Level of Knowledge: Basic

Prerequisite: None

Acronym: LMT

Discussion Leader: Steve Yoss, CPA, MS