Brian Butterfield at TXCPA Houston F.A.C.T.S. · Nov 18–19, 2026
Free AI resources for CPA and financial firms.
Brian Butterfield is speaking at TXCPA Houston F.A.C.T.S. He made three free guides for attendees Brian Butterfield spoke at TXCPA Houston F.A.C.T.S. and made three free guides for attendees. Missed him? They’re still free, to help keep client information safe when your team uses AI.
- A fill-in AI section for your WISP
- Six questions for your IT provider
- An example AI Risk Review report
Three questions worth asking
Do you know what your team is putting into AI?
Would you know if a file or download carried something harmful?
Is anything enforcing your AI rules, or are they only written down?
If any answer is “not sure,” start with Brian’s free resources.
What’s inside
A quick preview. All three are a free download.
Free downloadAI section for your WISP
Fill-in pages that add AI to your WISP (your Written Information Security Plan).
- Which AI tools your firm allows
- AI already built into software you use
- What client information never goes into AI
- A staff quick guide your team can follow
Free downloadSix questions for your IT provider
A worksheet for your current IT provider, or any provider you’re considering.
- The six questions to ask
- What a good answer sounds like
- Space to write down what they tell you
Free downloadAn example AI Risk Review report
See what the written report looks like before you book a review. Yours is built around your firm.
- What a review looks at
- How findings are prioritized
- The kind of next steps you get
Speaker, TXCPA Houston F.A.C.T.S. 2026
Brian Butterfield, CISSP
Co-Founder and Chief Security Officer of Microtech IT & Cybersecurity Services, with about 30 years in IT and cybersecurity. Microtech protects hundreds of organizations across Florida and the United States, including accounting firms, law offices and healthcare practices.
His session at F.A.C.T.S. is “Securing AI in Your Practice.” He put these guides together for the people attending, as the practical side of the talk.
CISSP · About 30 years in security · Inc. 5000 company
What CPA and financial clients say about Microtech
“When it comes to recommending a managed IT and cybersecurity company to my clients, there is no one else I trust besides Microtech. As a CPA, this level of trust means the world to me.”
“Our CPA firm has worked with Brian and his staff at Microtech for over 20 years. They always consider cost and sell you only what you need.”
“In today’s unrelenting cyber threat landscape, we find Microtech’s team proactive in making security for our business a cornerstone.”
The next step, if you want it
Want Brian to look at your firm?
Book a free 30-minute AI Risk Review. Brian walks through how your team uses AI and where client information could slip out. Then he shows you how Microtech Secure AI protects it, and what it costs, so you know your options. No obligation.
Brian does 10 AI Risk Reviews a month. If you want one, book early to get a spot.
Pick a time
Brian’s calendar is on the next page, whenever you’re ready. Booking is optional.
Meet by video or phone
Brian sends a Microsoft Teams link that opens in your browser. Video lets you see his screen. Phone works too.
Get your written report
Built around your firm, usually within about 10 days.
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Microtech Secure AI is a service, not just software. It shows which AI tools are in use, blocks client information before it leaves, and tells people why in the moment, so your whole team learns as they go. Our security team watches over all of it.
Questions
Do I have to book a call to get the resources?
No. The resources are yours either way. Brian’s calendar is on the next page if you want it.
Is the review a sales call?
Brian will show you Microtech Secure AI and what it costs, so you can decide for yourself. Most of the call is about your firm. The written report is yours either way. No obligation.
Do I need Microsoft Teams?
No. The Teams link opens in your web browser, nothing to install. If you’d rather talk by phone, that works too.
We already have an IT provider.
Most firms do. Use the six questions with them. The review is about how your firm uses AI, whoever handles your IT.
We already have an AI policy.
Good, that’s the first step. A policy tells staff what not to do. Secure AI shows you whether it’s being followed and steps in when it isn’t.
What happens after I sign up?
Your downloads open on the next page. Brian’s calendar is there too if you want to book a review. We also email you the links. Someone from Brian’s team may follow up by email, phone, or text. Reply STOP to any text to opt out.
Brian is speaking at TXCPA Houston F.A.C.T.S., Nov 18–19, 2026, at the Norris Conference Center, CityCentre, Houston. Register on the TXCPA site.
Brian is at TXCPA Houston F.A.C.T.S. today, Norris Conference Center, CityCentre, Houston.
Brian presented “Securing AI in Your Practice” at TXCPA Houston F.A.C.T.S., Nov 18–19, 2026.
