Here’s what you’re looking for: Stephen Yoss

PODCAST

Steve Yoss: Unlock the Force of Data Visualization | Quick Tech Talk

Make smarter decisions with the right data tools in Excel, Power BI, and Tableau. 

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Quick Tech Talk
With Steve Yoss
CPE Today

Data visualization isn’t just about making numbers look good—it’s about telling a story. Whether you’re working in Microsoft Excel, Power BI, or Tableau, the chart you choose can completely change the way you interpret and communicate your data. But are you using the right one?

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This episode of Quick Tech Talks breaks down the power of different chart types and why selecting the right one is crucial for accurate analysis. Did you know that pie charts are perfect for showing proportions, but scatter plots are better suited for identifying trends? Or that Excel alone offers more than two dozen different visualization options?

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PODCAST

Steve Yoss: Transform Financial Data into Actionable Insights with Power BI | Quick Tech Talk

Bring complex financial data to life with advanced visualization techniques.

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Originally published August 2024

Quick Tech Talk
With Steve Yoss
CPE Today

Financial statements can be difficult for non-accounting professionals to interpret. Balance sheets and cash flow statements often contain crucial information, yet they remain inaccessible to many decision-makers. Enter Microsoft Power BI—a business intelligence and visualization tool that transforms structured financial data into interactive, easy-to-understand dashboards.

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With Power BI, organizations can break down income statements into charts, graphs, and statistical analyses that make data both digestible and actionable. Beyond traditional financial metrics, users can integrate sales, marketing, and even social media data to provide a holistic view of business performance. This seamless data integration empowers decision-makers with real-time insights tailored to their needs.

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PODCAST

Steve Yoss: Up Your AI Skills | Quick Tech Talks

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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PODCAST

Steve Yoss: Cybersecurity Musts | Quick Tech Talks

Stopping cyber threats before they start begins with adopting one essential email habit today.

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Quick Tech Talk
With Steve Yoss
CPE Today

In today’s digital age, email continues to be a critical tool for communication—but it’s also a leading gateway for cyber threats such as malware, ransomware, and financial scams. For professionals, this makes email not only a convenience but also a significant risk factor.

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Email requires your utmost vigilance. Cybercriminals often use sophisticated tactics like phishing and spear phishing to disguise themselves as trusted clients or colleagues. Spotting these scams can be incredibly challenging, as fraudulent emails often mimic legitimate communication styles and addresses.

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PODCAST

Steve Yoss: Train Staff to I.D. Fraud | Quick Tech Talks

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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