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Welcome to the Technology Users Group

The Technology Users Group (TUG) is a COCPA-sponsored group that offers member CPAs the support, structure, and resources to help promote and expand awareness of Technology, CPA practices, and Future Trends.

The Technology Users Group holds monthly meetings on the 3rd Monday for one hour to discuss technology topics of interest. In addition, please save the date for the following upcoming TUG Events.

Save the Date For Our Upcoming TUG Events

Date Title CPE Format City/Area
12/15 - 12/16/22 Technology Conference – Virtual - Webcast Online

Data Architecture - Aligning Finance and Accounting with Operations

Originally presented July 2022

Knowing what to measure is just as important as how to measure. Learn the questions to ask and the processes to follow to ensure accounting, finance, and operations are structured to provide mission-based data.

Instructor: Dan Schmidt, Xledger









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

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

Outsourcing Your IT: Is It The Right Solution For You?
Jim Gilbert, COCPA member and chair
Stacey Scott, CPA
Vince Tinirello, Anchor Network Solutions
Chip Roepk, ContactPC, Inc
Watch Video

MS Sharepoint, Planner and One Note: Tips from the Trenches
Ken Richards, CPA
Watch Video

Data Analytics Guide for Concept to Implementation
Jim Gilbert, CPA
Watch Video

Data Security and Cyber Liability for CPAs
Watch Video

2021 Lessons Learned and What Does the Future Hold?
Watch Video

Data Architecture – Aligning Finance and Accounting with Operations
Dan Schmidt, Xledger
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:

Stacy Svendsen

Engagement and Programs Specialist
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