1. Certified Information Technology Professional
9 November 2017
Colorado Society of CPAs

2. Agenda Speaker Introductions CITP Credential Overview
CITP Credential Pathway
Maintaining the CITP Credential
CITP Benefits, Tools & Resources
Questions

3. Speaker Introductions

4. Jim Gilbert, CPA, CITP, CGMA Founder & Owner – Jim Gilbert CPA, LLC
Jim has more than twenty years experience in business. Jim started as a billing clerk and progressively moved worked in many different staff and management roles up to CFO. Jim has experience in many different industries (Architecture, Engineering, Construction, Technology, Automobile, Medical, and Real Estate) in Small Businesses up to Fortune 500 businesses. Jim is highly experienced in forming a variety of business entities, business expansions, divestitures, mergers & acquisitions, and business closures. Most importantly, Jim has focused his entire career on integrating technology to strategic plans and business processes alike. He is passionate about supporting the CPA profession and helping his peers embrace technology to prepare for the ever changing landscape of business and automation. “People, Process, and Systems”

5. Lead Manager, IMTA CITP Credential, AICPA
Paul Warrick, CPA, CGMA
Lead Manager, IMTA CITP Credential, AICPA
Paul started his career in public accounting, providing audit and review services for a broad range of publicly traded and privately held organizations. Subsequently, he worked in several progressive industry roles, gaining significant SEC and technical GAAP experience. Paul has been employed at the AICPA since January 2014, where he is the CITP Credential Manager and a member of the Information Management & Technology Assurance (IMTA) team. Paul earned his Bachelor of Science in Accounting and Master of Accounting from North Carolina State University. He is passionate about raising the public profile of the IMTA section and the CITP credential, as well as promoting the value of specialization within the accounting profession.

6. CITP Overview

7. Who is a Certified Information Technology Professional (CITP)?
A CITP is a CPA:
Credentialed by the AICPA
Recognized for the unique ability to provide business insight by leveraging knowledge of information relationships and supporting technologies
Specializing and demonstrating specific skills, expertise and experience in the following areas:
IT Assurance
IT Risk
Data Analytics
Security & Privacy
Business Solutions
Emerging IT Trends

8. Who is a Certified Information Technology Professional (CITP)?
CITPs in Business & Industry:
Develop and maintain information governance policies and programs, perform data analytics, provide insight for business decisions, and supports financial reporting system implementation
CITPs in Public Practice:
Evaluate the impact of technology risks and the related controls on financial statement audits.
Assess technology risk and information management, support system implementations, and evaluate security and privacy programs

9. CITP Body of Knowledge Information Management IT Risk & Advisory
Data Management
IT Considerations to the Financial Statement Audit
Information Lifecycle Management
Considerations for Businesses using Vendors
System Development/Capital Acquisition & Improvement
IT Reviews and Consulting Engagements
Application Integration
Internal Audit
Business Performance Management
Solution Administration, Monitoring, and Governance
Information Governance
Engagement Compliance
Policies, Procedures, and Standards
Techniques & Procedures
Access
Planning
Software and Other Process Controls
Risk
Security Authorization & Authentication
Scope
Encryption
Evidence Gathering
Business Continuity & Disaster Recovery
Sampling
Regulatory Compliance (Privacy & Cybersecurity)
Fraud Considerations
Reporting
Accounting Operations Technology Services
IT Controls & Assessment
Solution Implementation & Delivery
IT Controls
Business Process Design & Engineering
Assessment of IT Controls

10. CITP Credential Pathway

11. CITP Credential Requirements
Maintain an AICPA membership in good standing
Hold a valid and unrevoked CPA certificate or license issued by a legally constituted state authority
Pass the CITP examination
Meet minimum education requirement
75 hours of CITP related education within the five-year period preceding the date of the CITP application
Meet minimum business experience requirement
1,000 hours of CITP related business experience within the five-year period preceding the date of the CITP application; or
Full-time professor and have taught at least four accredited college courses, with 50% of the material included in the CITP body of knowledge

12. CITP Exam Requirement
Four-hour computer based exam comprised of 160 multiple-choice questions
Questions are discrete and consist of a stem that includes factual data and provides four answer options
Grading - Each exam is carefully graded by our team of psychometricians to ensure that the questions are statistically valid

13. CITP Exam – Upcoming Offerings & Pricing
2018 CITP Exam Offerings:
Exam Pricing
Exam Window 
Dates
Registration Deadline 
Early Bird Discount*  Deadline 
February 2018
Feb 1 – 28, 2018
Jan 24, 2018
Jan 1, 2018
May 2018
May 1 – 31, 2018
April 24, 2018
 April 1, 2018
August 2018
Aug 1 – 31, 2018
July 24, 2018
July 1, 2018
November 2018
Nov 1 – 30, 2018
Oct 24, 2018
Aug 1, 2018
* Sign up by the Early Bird deadline and receive a 25% discount
Registrant Type
Price
First-time registrants 
IMTA Section members = $300 ($225 early bird) AICPA members = $400 ($300 early bird) Non-AICPA members = $500 ($375 early bird)
Exam retake  
$100

14. CITP Exam – Registration
Interested candidates can register online at the link below:
Candidates are required to take the exam at a Kryterion testing center
Nearly 300 locations nationwide CITP Exam Sponsorship Program
There are 16 testing center locations in Colorado
Boulder – 1 location
Centennial – 2 locations
Colorado Springs – 2 locations
Denver – 3 locations
Fort Collins – 1 location
Fort Morgan – 1 location
Glenwood Springs – 1 location
Greeley – 1 location
La Junta – 1 location
Lakewood – 1 location
Longmont – 1 location
Pueblo – 1 location
Exam Pricing

15. CITP Exam – Preparation
The AICPA offers the following, to assist with CITP Exam preparation
CITP Self-study Review Course
Course provides an in-depth and comprehensive review of the CITP Body of Knowledge
10 hours of CPE are granted upon completion of the course
Price = $102 IMTA Section Members; $149 AICPA Members; $189 Non-AICPA Members
CITP Self-study Review Guide
Guide provides an in-depth and comprehensive review of the CITP Body of Knowledge
Price = $75 IMTA Section Members; $109 AICPA Members; $139 Non-AICPA Members
CITP Exam Series Podcasts (Free)
Archived IMTA Section Webcasts (Free)
Previously published IMTA Section Webcasts covering a variety of topics from the CITP Body of Knowledge

16. CITP Education Requirement
Pre-certification Education
A CITP credential candidate must have a minimum of 75 hours of continuing professional development (CPD) within the CITP Body of Knowledge
All 75 hours must have been obtained within the 5-year period preceding the date of the CITP credential application
Can include any combination of structured and unstructured learning

17. Examples of CITP CPD Structured Unstructured
Attended PwC’s Winning with IT and Digitization (Webcast – 4 Hours)
Attended Maryland Society of CPA’s Simplifying Security of Online Passwords (Webcast - 2 Hours)
Completed AICPA’s Security Framework and Risk Assessment (On-demand Course - 4 Hours)
Presented a session for CFOs and CTOs at the Cyber Security Summit DC/Metro hosted by TechExpo (External instruction – 6 Hours)
Worked with HR and Internal Training team to develop a new, self-study, User Acceptance Policy training for all employees (Internal instruction – 4 hours)
Structured
Read articles on Big Data Analytics via Safari online library (Reading – 2 Hours)
Worked with client to build a business intelligence platform (Project-based learning – 4 hours)
Unstructured

18. CITP Business Experience Requirement
There are two ways a CITP credential candidate may successfully fulfill the business experience requirement:
A CITP credential candidate must have a minimum of 1,000 hours of business experience in any combination of areas included in the CITP Body of Knowledge, within the five-year period preceding the date of the CITP credential application.
For candidates in academia, a qualified credential holder would be a full-time professor and have taught at least four accredited college courses, with 50% of the material included in the CITP Body of Knowledge.

19. Maintaining the CITP Credential

20. Annual CITP Recertification
To maintain an active CITP credential, CITP credential holders must meet the following recertification requirements annually:
Regular AICPA membership in good standing
Valid and unrevoked CPA certificate issued by a legally constituted state authority
Complete 20 hours of continuing professional development (CPD) within the credential body of knowledge
Unstructured learning activities may constitute up to 50% (10 hours annually) of a credential holder’s CPD

21. CITP Benefits, Tools & Resources

22. CITP Credential Holder Benefits
CITP Credential holders receive free AICPA IMTA Section Membership, including access to the following benefits:
Unlimited access to 40,000 titles in O'Reilly Safari, a comprehensive technical library of e- books, audio books, videos and tutorials.
Member Discounts – Discounts on the annual AICPA TECH+ Conference, AICPA National Advanced Accounting and Auditing Technical Symposium (NAAATS), AICPA Controllers Conference, Digital CPA Conference, AICPA webcasts and products such as IDEA software, Information Active and SyncBASE.
IMTA Section Webcasts – Exclusive new and archived webcasts to remain current on emerging issues and technologies affecting the profession.
Includes four pre-selected, free webcasts (with CPE) each calendar year.
Valuable technology initiative-related content, including discussion papers, content suites, case studies, practice aids, and podcasts.
IMTA News - A member communication providing exclusive access to upcoming events, regulatory updates, member only content, and other valuable information related to the IMTA Division.

23. How will the CITP enhance the value of your CPA?
CPAs who provide information management and technology assurance services obtain the CPA/CITP
credential because it:
Positions the credential holder as a premier information assurance provider
Promotes a greater level of confidence amongst employers and clients
Illustrates proficiency in assessing technology risk and information management, supporting system implementations, and evaluating security and privacy programs
Demonstrates commitment to continuously improving IT skills and expertise, resulting in increased professional competency
Displays an ability to develop and maintain information governance, perform data analytics, provide insight for business decisions, and support financial reporting system implementations
Expands opportunities for referrals from other practitioners, strategic partners, consumers and clients
Includes you in a CPA community of information assurance professionals with similar interests and practices

24. CITP Exam Sponsorship Program
Objective: To assist CPAs with interest in Information Management and Technology Assurance to complete the examination requirement and ultimately obtain the CITP credential.
The sponsorship is designed to be a reimbursement of expenses incurred in the preparation and taking of the CITP Exam
Candidates who purchase the CITP Review guide and the CITP Exam will be awarded $300 upon the completion of the CITP Exam
Qualifications:
Valid & unrevoked CPA license
AICPA member in good standing
Information Management and Technology Assurance (IMTA) Section member
Anticipate meeting the CITP education and experience requirements within 6 months after completing the exam

25. New CITP Mentor Program
Launched on June 12th, 2017
Objective: To support the professional growth of both new and prospective CITPs, through the development of relationships with experienced and accomplished CITP professionals
Roles & Responsibilities
CITP Mentor: Provides guidance and recommendations to help the Protégé develop his/her professional skills.
Protégé: Seeks constructive feedback as well as encouragement, and has a strong commitment to professional growth.

26. Interested in becoming a CITP Protégé?
Visit the CITP Mentor Program webpage, where you can:
Download the CITP Mentor Program Handbook to find out more about the program, qualifications, responsibilities, benefits, and more…
Apply to be a Protégé
Must be AICPA Member in good standing

27. CITP Champions Program
Objective: To inform the professional accounting community about the vital role of CITP professionals, the knowledge required to become a CITP, and the benefits of the CITP credential.
Involvement
CITP Champions secure opportunities to communicate the value of a CITP through speaking engagements and exhibiting at state technology conferences
Requirements for CITP Champions – 3 activities per year to remain active (samples below):
Exhibit on behalf of IMTA at state society conferences
Connect and cultivate relationship with state society representatives
Present/Speak at a state society, or relevant function
54 CITP Champions
Representing 35 States

28. Additional Information
Visit for more information regarding the CITP credential or its benefits, requirements, and pathway.
Have questions?
Reach out to Paul Warrick, Lead Manager IMTA – CITP Credential, with any questions you may have relating to the CITP Credential
Phone: (919)

29. Questions?