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PROFESSIONAL INTEREST AREA: technology
Here you'll find the support, structure, and resources to help promote and expand awareness of Technology, CPA practices, and Future Trends.
The Technology Users Group holds monthly online meetings on the 4th Monday for one hour to discuss technology topics of interest. Save the date for the following upcoming TUG Events!
To become a participating member of the Technology Users Group, please complete the form below:
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| Date | Title | CPE | Format | Location |
|---|---|---|---|---|
| 1/13/2025 | Webinar (AICPA): Excel for Accounting Professionals Session 1: Tables and Named References | 2 CPE | Online | Online |
| 1/13/2025 | Webinar (CPA Crossings): Power BI - Advanced Data Analytics with Power Pivot 🗓️ | 8 CPE | Online | Online |
| 1/13/2025 | Webinar (CPA Crossings): Office 365 Teams App - Optimizing Your Setup & Configuration 🗓️ | 4 CPE | Online | Online |
| 1/13/2025 | Webinar (CPA Crossings): Cybersecurity 101 for CPAs 🗓️ | 2 CPE | Online | Online |
| 1/13/2025 | Webinar (CPA Crossings): Google Sheets for Accountants 🗓️ | 2 CPE | Online | Online |
Originally presented May 2023
2024
FEBRUARY 2024
Cyber Security and Digital Transformation - Best Practices and Insights
MAY 2024
Technology Users Group Presents: The Pragmatic CISO
AUGUST 2024
Technology Users Group Presents: Unlocking Business Insights, with ZebraBI: The Power of Consistency
OCTOBER 2024
Technology Users Group Presents: 2024 Technology Year End Review and 2025 Trends
Technology Users Group Presents: BOI Reporting for CPAs
FEBRUARY 2024
Cyber Security and Digital Transformation - Best Practices and Insights
MAY 2024
Technology Users Group Presents: The Pragmatic CISO
AUGUST 2024
Technology Users Group Presents: Unlocking Business Insights, with ZebraBI: The Power of Consistency
OCTOBER 2024
Technology Users Group Presents: 2024 Technology Year End Review and 2025 Trends
Technology Users Group Presents: BOI Reporting for CPAs
2023
November 2023
Emerging Technology: What's Here, What's Coming and What Should I Do?
AUGUST 2023
What CPAs Need to Know about Ransomware Attacks
MAY 2023
Solving the Accounting Staffing Challenge: Leveraging Technology and Outsourcing for Enhanced Team Support
November 2023
Emerging Technology: What's Here, What's Coming and What Should I Do?
AUGUST 2023
What CPAs Need to Know about Ransomware Attacks
MAY 2023
Solving the Accounting Staffing Challenge: Leveraging Technology and Outsourcing for Enhanced Team Support
2022
JANUARY 2022
2021 Lessons Learned and What Does the Future Hold?
JULY 2022
Data Architecture – Aligning Finance and Accounting with Operations
Dan Schmidt, Xledger
NOVEMBER 2022
Cybersecurity Threats: Survival Tips for CPAs and Accountants
Leveraging Technology and Automation Throughout Your Tax Lifecycle
JANUARY 2022
2021 Lessons Learned and What Does the Future Hold?
JULY 2022
Data Architecture – Aligning Finance and Accounting with Operations
Dan Schmidt, Xledger
NOVEMBER 2022
Cybersecurity Threats: Survival Tips for CPAs and Accountants
Leveraging Technology and Automation Throughout Your Tax Lifecycle
2021
AUGUST 2021
MS Sharepoint, Planner and One Note: Tips from the Trenches
Ken Richards, CPA
JUNE 2021
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
MAY 2021
Bringing “Sexy” Back to Data Analytics (& Cloud-Based Accounting)
AUGUST 2021
MS Sharepoint, Planner and One Note: Tips from the Trenches
Ken Richards, CPA
JUNE 2021
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
MAY 2021
Bringing “Sexy” Back to Data Analytics (& Cloud-Based Accounting)
2019
July 2019
Data Visualization for CPAs Using Tableau
Kris Brands
MAY 2019
Microsoft Flow, the next generation of workflow automation software
MARCH 2019
Power Apps, Flow and Power BI
Carolyn Chasteen, CPA
JANUARY 2019
ETL Automation and Advanced Analytics with Alteryx
Blake Treu, JD, CPA
July 2019
Data Visualization for CPAs Using Tableau
Kris Brands
MAY 2019
Microsoft Flow, the next generation of workflow automation software
MARCH 2019
Power Apps, Flow and Power BI
Carolyn Chasteen, CPA
JANUARY 2019
ETL Automation and Advanced Analytics with Alteryx
Blake Treu, JD, CPA
2018
NOVEMBER 2018
Value Pricing Software
Ken Richards, CPA
Sympli4Biz
OCTOBER 2018
Robotic Process Automation: Introduction and Demonstration
Blake Treu, JD, CPA
Innovate Professional Services
FEBRUARY 2018
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.
NOVEMBER 2018
Value Pricing Software
Ken Richards, CPA
Sympli4Biz
OCTOBER 2018
Robotic Process Automation: Introduction and Demonstration
Blake Treu, JD, CPA
Innovate Professional Services
FEBRUARY 2018
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.
2017
NOVEMBER 2017
CITP Designation
Jim Gilbert, CPA
Jim Gilbert, CPA LLC
OCTOBER 2017
Xero
Amy Vetter, CPA
Xero Americas
JULY 2017
Dynamics 365
Carolyn Chasteen, CPA, CITP, CGMA
SBS Group Denver
JUNE 2017
The CPA Firm of Now!
Tommy Stephens
K2 Enterprises
MAY 2017
Office 365
John Higgins, CPA, CITP
CPA Crossings
MARCH 2017
IT Risk Assessment
Presentation Not Available
JANUARY 2017
IRS Audit on Your Firm’s IT Policies and Practices
Kevin Davis
Davis and Larson
NOVEMBER 2017
CITP Designation
Jim Gilbert, CPA
Jim Gilbert, CPA LLC
OCTOBER 2017
Xero
Amy Vetter, CPA
Xero Americas
JULY 2017
Dynamics 365
Carolyn Chasteen, CPA, CITP, CGMA
SBS Group Denver
JUNE 2017
The CPA Firm of Now!
Tommy Stephens
K2 Enterprises
MAY 2017
Office 365
John Higgins, CPA, CITP
CPA Crossings
MARCH 2017
IT Risk Assessment
Presentation Not Available
JANUARY 2017
IRS Audit on Your Firm’s IT Policies and Practices
Kevin Davis
Davis and Larson
FEBRUARY 2024
Cyber Security and Digital Transformation - Best Practices and Insights
MAY 2024
Technology Users Group Presents: The Pragmatic CISO
AUGUST 2024
Technology Users Group Presents: Unlocking Business Insights, with ZebraBI: The Power of Consistency
OCTOBER 2024
Technology Users Group Presents: 2024 Technology Year End Review and 2025 Trends
Technology Users Group Presents: BOI Reporting for CPAs
FEBRUARY 2024
Cyber Security and Digital Transformation - Best Practices and Insights
MAY 2024
Technology Users Group Presents: The Pragmatic CISO
AUGUST 2024
Technology Users Group Presents: Unlocking Business Insights, with ZebraBI: The Power of Consistency
OCTOBER 2024
Technology Users Group Presents: 2024 Technology Year End Review and 2025 Trends
Technology Users Group Presents: BOI Reporting for CPAs
November 2023
Emerging Technology: What's Here, What's Coming and What Should I Do?
AUGUST 2023
What CPAs Need to Know about Ransomware Attacks
MAY 2023
Solving the Accounting Staffing Challenge: Leveraging Technology and Outsourcing for Enhanced Team Support
November 2023
Emerging Technology: What's Here, What's Coming and What Should I Do?
AUGUST 2023
What CPAs Need to Know about Ransomware Attacks
MAY 2023
Solving the Accounting Staffing Challenge: Leveraging Technology and Outsourcing for Enhanced Team Support
JANUARY 2022
2021 Lessons Learned and What Does the Future Hold?
JULY 2022
Data Architecture – Aligning Finance and Accounting with Operations
Dan Schmidt, Xledger
NOVEMBER 2022
Cybersecurity Threats: Survival Tips for CPAs and Accountants
Leveraging Technology and Automation Throughout Your Tax Lifecycle
JANUARY 2022
2021 Lessons Learned and What Does the Future Hold?
JULY 2022
Data Architecture – Aligning Finance and Accounting with Operations
Dan Schmidt, Xledger
NOVEMBER 2022
Cybersecurity Threats: Survival Tips for CPAs and Accountants
Leveraging Technology and Automation Throughout Your Tax Lifecycle
AUGUST 2021
MS Sharepoint, Planner and One Note: Tips from the Trenches
Ken Richards, CPA
JUNE 2021
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
MAY 2021
Bringing “Sexy” Back to Data Analytics (& Cloud-Based Accounting)
AUGUST 2021
MS Sharepoint, Planner and One Note: Tips from the Trenches
Ken Richards, CPA
JUNE 2021
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
MAY 2021
Bringing “Sexy” Back to Data Analytics (& Cloud-Based Accounting)
July 2019
Data Visualization for CPAs Using Tableau
Kris Brands
MAY 2019
Microsoft Flow, the next generation of workflow automation software
MARCH 2019
Power Apps, Flow and Power BI
Carolyn Chasteen, CPA
JANUARY 2019
ETL Automation and Advanced Analytics with Alteryx
Blake Treu, JD, CPA
July 2019
Data Visualization for CPAs Using Tableau
Kris Brands
MAY 2019
Microsoft Flow, the next generation of workflow automation software
MARCH 2019
Power Apps, Flow and Power BI
Carolyn Chasteen, CPA
JANUARY 2019
ETL Automation and Advanced Analytics with Alteryx
Blake Treu, JD, CPA
NOVEMBER 2018
Value Pricing Software
Ken Richards, CPA
Sympli4Biz
OCTOBER 2018
Robotic Process Automation: Introduction and Demonstration
Blake Treu, JD, CPA
Innovate Professional Services
FEBRUARY 2018
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.
NOVEMBER 2018
Value Pricing Software
Ken Richards, CPA
Sympli4Biz
OCTOBER 2018
Robotic Process Automation: Introduction and Demonstration
Blake Treu, JD, CPA
Innovate Professional Services
FEBRUARY 2018
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.
NOVEMBER 2017
CITP Designation
Jim Gilbert, CPA
Jim Gilbert, CPA LLC
OCTOBER 2017
Xero
Amy Vetter, CPA
Xero Americas
JULY 2017
Dynamics 365
Carolyn Chasteen, CPA, CITP, CGMA
SBS Group Denver
JUNE 2017
The CPA Firm of Now!
Tommy Stephens
K2 Enterprises
MAY 2017
Office 365
John Higgins, CPA, CITP
CPA Crossings
MARCH 2017
IT Risk Assessment
Presentation Not Available
JANUARY 2017
IRS Audit on Your Firm’s IT Policies and Practices
Kevin Davis
Davis and Larson
NOVEMBER 2017
CITP Designation
Jim Gilbert, CPA
Jim Gilbert, CPA LLC
OCTOBER 2017
Xero
Amy Vetter, CPA
Xero Americas
JULY 2017
Dynamics 365
Carolyn Chasteen, CPA, CITP, CGMA
SBS Group Denver
JUNE 2017
The CPA Firm of Now!
Tommy Stephens
K2 Enterprises
MAY 2017
Office 365
John Higgins, CPA, CITP
CPA Crossings
MARCH 2017
IT Risk Assessment
Presentation Not Available
JANUARY 2017
IRS Audit on Your Firm’s IT Policies and Practices
Kevin Davis
Davis and Larson
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!
To get involved with COCPA Committees, Forums, and Boards listed above, complete the form below:
For more information about the Technology Users Group, contact Stacy Svendsen, Engagement and Programs Specialist: stacy@cocpa.org | 303-741-8613.
