
Client Data Done Right: Documentation Storage, Security & Access for IT Pros at Tom's Pancake House in Beaverton, OR on Tuesday, July 28, 2026.
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As IT consultants, we collect a lot of information about our clients — network configurations, equipment details, passwords, service tags, and more. But how do we organize it all so it's secure, accessible, and useful when we need it most? Join us for a roundtable discussion on how fellow consultants manage client data. We'll explore: * What information we collect and retain (e.g., network ranges, hardware records, credentials) * How we organize it — from sticky notes and handwritten files to tools like ConnectWise and beyond * How we access it securely — especially from mobile devices when a client calls out of the blue * What tools work best — free, paid, or AI-assisted options Whether you have a polished system or you're still figuring it out, come share what works (and what doesn't). This is a relaxed roundtable format — no slides required, just your experience and curiosity. Speaker(s): Round table discussion from OCCA experts! Agenda: 6:00 PM - Dinner, Stump-the-Geek, Gadget Minute, Tech News & Discussion 7:00 PM - Main topic
Tuesday, July 28, 2026
6:00 PM – 8:00 PM PDT

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