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.

Data Analytics: Practical Guide for Concept-to-Implementation (FREE)

Sep 23, 2021 | 12:00 pm – 1:00 pm MDT

Data analytics has become a “buzzword” of the industry. Great in theory. Much harder to implement effectively.

Join Technology Users Group chair (and COCPA Board Member) Jim Gilbert, CPA, as he leads this discussion on effectively implementing a data analytics strategy in your firm (or your client’s firm). The presentation will focus on “real-world” data.

You will leave this presentation with ideas that are implementable immediately, including:

  • Pillars needed for successful implementation
    • Senior leadership commitment
    • Data readiness
    • Company culture
    • Tool selection
    • Connectivity (API)
    • Visualization strategy
  • Practical examples including a “hands-on” prototype
  • Data results (descriptive to predictive)
  • Implementation and confirmation to “go live”
  • Checklists and steps to implement all of the above

MS Sharepoint, Planner and One Note: Tips from the Trenches



Originally presented August 18, 2021.

Microsoft Office is a powerful platform for business. But do you often wonder if you are just touching the surface of its power? Do you find you just don’t have enough time to learn? Then this session, offered by COCPA’s Technology User Group (TUG), is for you. Join TUG member, Ken Richards, CPA, for tips, tricks and best practices for using MS SharePoint, Planner and One Note.







IRS Audit on Your Firm’s IT Policies and Practices
Kevin Davis
Davis and Larson
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IT Risk Assessment
Presentation Not Available

Office 365
John Higgins, CPA, CITP
CPA Crossings
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The CPA Firm of Now!
Tommy Stephens
K2 Enterprises
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Dynamics 365
Carolyn Chasteen, CPA, CITP, CGMA
SBS Group Denver
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Amy Vetter, CPA
Xero Americas
Presentation Not Available

CITP Designation
Jim Gilbert, CPA
Jim Gilbert, CPA LLC
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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.
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Robotic Process Automation: Introduction and Demonstration
Blake Treu, JD, CPA
Innovate Professional Services
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Value Pricing Software
Ken Richards, CPA
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ETL Automation and Advanced Analytics with Alteryx
Blake Treu, JD, CPA
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Power Apps, Flow and Power BI
Carolyn Chasteen, CPA
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Microsoft Flow, the next generation of workflow automation software
Carolyn Chasteen, CPA
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Data Visualization for CPAs Using Tableau
Kris Brands

Bringing “Sexy” Back to Data Analytics (& Cloud-Based Accounting)

  • 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.

Watch Video


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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