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.
Upcoming Events
Previous Videos, Presentations, and Resources
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
2018
2019
2021
2022
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
July
Data Visualization for CPAs Using Tableau
Kris Brands
May
Bringing “Sexy” Back to Data Analytics (& Cloud-Based Accounting)
June
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
August
MS Sharepoint, Planner and One Note: Tips from the Trenches
Ken Richards, CPA
Watch Video
September
Data Analytics Guide for Concept to Implementation
Jim Gilbert, CPA
Watch Video
November
Data Security and Cyber Liability for CPAs
CAMICO, Free 1 CPE
Watch Video
January
2021 Lessons Learned and What Does the Future Hold?
Watch Video
July
Data Architecture – Aligning Finance and Accounting with Operations
Dan Schmidt, Xledger
Watch Video
November
Cybersecurity Threats: Survival Tips for CPAs and Accountants
Watch Video
Leveraging Technology and Automation Throughout Your Tax Lifecycle
Watch Video
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!
