COCPA Demo Day - Client Portals & Document Management

Free for COCPA Members, just add it to your cart!

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CPA Demo Days enable your practice to select vendors for new products and services more easily and efficiently by streamlining the initial stages of discovery and evaluation.

Each demo day focuses on a specific product or service category, so when you need to solve a business issue, you can easily compare the different companies that can help all in one day instead of weeks or even months:

• Sessions are 30 minutes each and feature a live product demo
• Group Q&A provides answers to your questions, plus insights from fellow buyers
• Your participation is confidential, so you decide which – if any – vendors are ones you want to proactively contact.

This approach provides you with an informed shortlist, saving you a significant amount of time and energy and allowing future one-on-one conversations with vendors to be more productive and focused.

CPA Demo Days are a multi-state collaborative series running through December 2025:

12/12/25 - CAS Solutions

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Demo Session Schedule

All Demo Days start at 9AM MT and end times vary based on the number of vendors (demos are 30 minutes each with 15 minute breaks in between). Attend the full day or just the sessions that interest you most. We recommend saving the full day and inviting other members of your team to participate with you.

The schedule and participating vendors will be posted closer to the event date. Register today to be notified when the agenda is announced.

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For Vendors

CPA Demo Days are a powerful addition to your existing sales and marketing strategies. State CPA societies provide members with a trusted environment for them to consider new products and services, which helps you get on the radar of high-value buyers very early in their buying process.

Comments from previous vendors:

“This event was definitely worth it!”

“This format was a great way to tell our story.”

“Our best conversations start in this interactive way vs. emails and sales calls.”

CPA Demo Days put you in front of early-stage B2B buyers actively looking for your product solution, giving you a clear edge on winning their business.

Contact Derrol Moorhead at derrol@cocpa.org for more information or to reserve your demo session slot.

CPE credit is not available for this session. However, you'll walk away with practical insights and firsthand exposure to tools designed to improve efficiency and client service.