Currently, all CPE and networking events are offered virtually only.
Visit our updated catalog »
The mission of the Technology Users Group is to give members interested in technology a forum to connect, share resources, and learn from each other.
The Technology Users Group holds meetings every other month for one hour to discuss technology topics of interest.
Upcoming Events
June 24, 2021 | 12:00 – 1:00 pm MDT
Join COCPA’s Technology User Group for a hands-on panel discussion around the challenges of managing your own IT. COCPA member Jim Gilbert, CPA, who heads up his own small firm, will moderate the discussion. Jim faced this challenge a few years back and made the decision to outsource his IT. It was the right decision for him, but is it right for you?
Come learn from Jim as well as COCPA member, Stacey Scott, whose small firm, Swanson, Miller, Scott P.C., outsourced their IT about 5 years ago. Additionally, we will have Vince Tinirello, from Anchor Network Solutions, and Chip Roepke from ContactPC, Inc., to share how they manage IT for other firms, the questions you should ask and what you should expect from an outsourced IT firm that does things right.
Please join us over lunch on Thursday, June 24, from noon to 1:00 p.m. to see if outsourcing your IT is the right solution for you and your organization.
We are happy to offer this complimentary program to our members. Nonmembers will be charged a fee to register.
Previous Videos, Presentations, and Resources
Originally presented May 20, 2021.
PANELISTS:
2017
2018
2019
January
IRS Audit on Your Firm’s IT Policies and Practices
Kevin Davis
Davis and Larson
Download Presentation
March
IT Risk Assessment
Presentation Not Available
May
Office 365
John Higgins, CPA, CITP
CPA Crossings
Download Presentation
June
The CPA Firm of Now!
Tommy Stephens
K2 Enterprises
Download Presentation
July
Dynamics 365
Carolyn Chasteen, CPA, CITP, CGMA
SBS Group Denver
Download Presentation
October
Xero
Amy Vetter, CPA
Xero Americas
Presentation Not Available
November
CITP Designation
Jim Gilbert, CPA
Jim Gilbert, CPA LLC
Download Presentation
Download Infographic
February
Strategies for Preventing a Breach and Assessing Your Cybersecurity Risk Management Program
Troy Fine, CPA, CITP, CISA
Daniel Desko, CISA, CISSP, CTPRP
Schneider Downs & Co., Inc.
Download Presentation
October
Robotic Process Automation: Introduction and Demonstration
Blake Treu, JD, CPA
Innovate Professional Services
Download Presentation
November
Value Pricing Software
Ken Richards, CPA
Sympli4Biz
Download Presentation
January
ETL Automation and Advanced Analytics with Alteryx
Blake Treu, JD, CPA
Download Presentation
March
Power Apps, Flow and Power BI
Carolyn Chasteen, CPA
Download Presentation
May
Microsoft Flow, the next generation of workflow automation software
Carolyn Chasteen, CPA
Download Presentation
July
Data Visualization for CPAs Using Tableau
Kris Brands
Resources
The AICPA’s Certified Information Technology Professional (CITP) credential encourages and recognizes CPAs’ unique abilities to provide business insight by leveraging knowledge of information relationships and supporting technologies. The CITP credential is granted exclusively to CPAs and recognized equivalents who specialize and demonstrate specific skills, expertise and experience in the following areas: IT assurance, IT risks, data analytics, security and privacy, business solutions and emerging IT trends.
Learn More About the CITP Credential
This presentation highlights the CITP pathway (education, experience & exam requirement), premium benefits received by CITP credential holders, how the CITP will enhance the value of your CPA and more!
