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Welcome to the Technology Users Group

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.

Outsourcing Your IT: Is it the Right Solution for You? (free)

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.


Webinar: Bringing "Sexy" Back to Data Analytics (& Cloud-Based Accounting)

Originally presented May 20, 2021.


  • Jim Gilbert, COCPA member and chair, Technology User Group (moderator)
  • Casey Barlow, CPA, Enterprise Partner Consultant, Xero
  • Christian Filus, Senior Account Manager, Xero
  • Jim Hall, co-founder, Tally Street
  • Jay Kimelman, CPA, CiTP, CEO and founder, The Digital CPA
  • Skip Falatko Jr., CPA, CGMA, CFO, Maryland Association of CPAs, Inc.
  • Laura Swann, CPA, Controller, Maryland Association of CPAs, Inc.





IRS Audit on Your Firm’s IT Policies and Practices
Kevin Davis
Davis and Larson
Download Presentation

IT Risk Assessment
Presentation Not Available

Office 365
John Higgins, CPA, CITP
CPA Crossings
Download Presentation

The CPA Firm of Now!
Tommy Stephens
K2 Enterprises
Download Presentation

Dynamics 365
Carolyn Chasteen, CPA, CITP, CGMA
SBS Group Denver
Download Presentation

Amy Vetter, CPA
Xero Americas
Presentation Not Available

CITP Designation
Jim Gilbert, CPA
Jim Gilbert, CPA LLC
Download Presentation
Download Infographic

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

Robotic Process Automation: Introduction and Demonstration
Blake Treu, JD, CPA
Innovate Professional Services
Download Presentation

Value Pricing Software
Ken Richards, CPA
Download Presentation

ETL Automation and Advanced Analytics with Alteryx
Blake Treu, JD, CPA
Download Presentation

Power Apps, Flow and Power BI
Carolyn Chasteen, CPA
Download Presentation

Microsoft Flow, the next generation of workflow automation software
Carolyn Chasteen, CPA
Download Presentation

Data Visualization for CPAs Using Tableau
Kris Brands


What is the CITP Credential?

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!



For more information about the Technology Users Group, contact:

Derrol Moorhead

Director of Member and Business Development
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