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 13, 2019 at 12:00PM Cybersecurity 101 For CPAs Eric M. Henderson, MBA, CISA Schneider Downs & Co., Inc. (Columbus, OH) Learn about the current state of cybersecurity, common cyber attacks as well as simple tips on how to protect sensitive data and your organization from cyber attacks.
July 11, 2019 at 12:00 PM Data Visualization for CPAs Using Tableau Kris Brands United States Air Force Academy
Data visualization is a data analytics tool that CPAs can leverage in their attestation and tax practices. It is an intuitive and easy to use software program that allows COCPA members to leverage how they collect, analyze, and present client and practice information. The purpose of this session is to introduce the participants to this power data analytics tool with a demo and a discussion of accounting analytics examples.
September 12, 2019 at 12:00 PM Cloud Accounting: Streamlining and Automating the Accounting Function Blake Treu, JD, CPA Innovate Professional Services
The cloud accounting revolution has cultivated entire ecosystems of plugins and apps that make it surprisingly affordable for SMBs to streamline and automate their accounting processes. This session will provide an overview and concrete examples of how cloud technology provides SMBs with enterprise-grade capabilities on a small business budget.
Previous Presentations and Resources
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
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!
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