2023 to Current
Jim Gilbert serves as a member of the AICPA Engage Technology Planning Committee, contributing expertise on the integration of technology in accounting practice. View Speaker Profile
06 Nov 2025
Jim Gilbert will present at the Ohio Society of CPAs in late 2025, sharing insights on evolving trends in financial reporting and their impact on accounting professionals.
07 Nov 2024
In 2024, Jim Gilbert presented to the Ohio Society of CPAs on using PowerBI and data integration strategies to improve financial analysis and decision-making.
2017 to Current
Jim Gilbert has chaired the Technology Users Group since 2017, leading discussions and initiatives to help CPAs adopt and leverage emerging technologies.
Jim Gilbert served on the COCPA Board of Directors from 2021 to 2023, providing leadership and strategic guidance to the state’s CPA community.
Currently, Jim Gilbert is serving as Treasurer on the COCPA Board of Directors, overseeing financial stewardship and organizational planning for the 2024–2026 term.
13 Dec 2024
In 2022, Jim Gilbert was honored with the COCPA Everyday Hero Award in recognition of his dedication and contributions to the accounting profession and community. Read More
2020 to 2022
Jim Gilbert chaired the AICPA CITP Champion program, advancing the role of technology in accounting and mentoring professionals holding the CITP credential.
10 Nov 2025
Jim Gilbert will serve as both a planning member and speaker at COCPA’s Mega Event in November 2025, presenting on emerging technologies shaping the future of accounting.
26 Oct 2022
At the 2022 AICPA Controllers Conference, Jim Gilbert presented on APIs and technology integration, demonstrating their practical applications in financial management.
01 Apr 2020
Jim has joined a select group of CPA technology professionals to support nearly 670,000 CPAs worldwide and clients with technology, security, stay at home communication methodology, and best practices.
01 Apr 2020
Jim ended his 3 ½ year term on the Certified Information Technology Professional Committee in April 2020. He also ended his term as the Chairman of the CITP Champions Group.
01 Nov 2019
November 2019 – Jim and Sri presented to the Boulder/Longmont of the Colorado Society of CPAs. The topic was on artificial intelligence and how it relates to business currently and opportunities for the future. Of course, there was some technical background for this nice group of CPAs.
06 Nov 2018
Jim presented at the AICPA Controller and Manufacturing Conference at Caesars Palace. The topic presented was: API and data integration and best practices for private company controllers can consolidate data and manage disparate data sources.
10 Oct 2018
Jim and Sri presented at the annual Colorado Society of CPAs Accountants in Industry Day in October 2018. The topic presented was: Artificial Intelligence (AI) and how this technology impacts business (people, process, and systems).