Speaking & Presentations

Phil Whitman’s breadth & depth of experience speaks volumes to an audience of managing partners across North America

For nearly 20 years, Phil Whitman has advised firms across North America, working with top management in overseeing day-to-day operations to ensure efficiency & profitability.
NOW he shares his inside expertise through engaging, entertaining, high-impact speaking engagements.

Phil and Whitman Business Advisors are available to speak & present at your Partner Retreats, Annual Meetings, Conferences and Luncheons.

Click to download Phil’s Speaking Topics

Give your audience the best...

Looking to hire Phil or another WBA expert to provide quality content for your event?

Call: 1 844 WBA-TEAM (922-8326) or Email:  info@whitmanbiz.com


Seminars, Conferences & Summits 

Where is Phil?

Oct 24/15 – LIAFPN Inaugural Event
Transitioning Your Practice
Plainview, NY

Nov 14/18 – ADP Seminar
The Art Of Mergers & Acquisitions
Melville, NY


Other events with WBA

Oct 24 – LIAFPN Inaugural Seminar Event!

TWO (2) TOPICS (CPE or CE Available) Transitioning Your Professional Practice (Presenter – Philip J. Whitman, CPA) & Updates in Long Term Care Insurance (Presenter – Dan Sullivan, CLU)


Nov 14 – Free Seminar – The Art of Mergers & Acquisitions in the Accounting Profession

Presented by ADP. A complimentary interactive CPE workshop presented by a panel of experts in the industry who will navigate the conversation on Mergers and Acquisitions in the accounting profession. Continue Reading →


Nov 14th – Earn 2 CPE credits – free! Seminar with Joel Greenwald

How to Fire Toxic, Yet High Performing Employees…Without Being Sued. Proudly co-hosted by Whitman Business Advisors This is a surprisingly common situation – people who perform well on the numbers end, but create Continue Reading →


Past gigs.

P. Whitman: Keynote Speaker & Session Presenter
CPA Associates International
North America Annual Meeting

D. Deutsch: NYSSCPAs NextGen Conference

D. Deutsch: Pennsylvania Institute of Certified Public Accountants
Using Social Media to Build Your CPA Practice

P. Whitman: Free Webinar
Lean CPA M&A: Getting to the Finish Line Faster

P. Whitman @ ADP Complimentary Webinar Series:
“The Landscape of Mergers & Acquisitions for CPA Firms”

D. Deutsch @ O’Connor Davies Conference Room
NYSSCPA Large and Medium Sized Firms Practice Management Committee Meeting

Nassau Chapter Practice Continuity and Succession Meeting
Meeting Topic – 2 CPE Credits: Accounting Firm Mergers and Acquisitions, Strategic Planning for CPA Succession

ADP Long Island Complimentary Seminar
The Art of Mergers & Acquisitions in the Accounting Profession

Alliott Group Annual Worldwide Conference
New York, New York

The Art of Mergers & Acquisitions in the Accounting Profession
ADP® Complimentary CPE Seminar
Parsippany, NJ

DFK International North American Annual Conference
Grand Cayman
Peak Performance: How the Best Get Better

New York, NY

Alliott Group
New Orleans, LA
Memphis, TN

Geneva Group

Russell Bedford Int’l
Philadelphia, PA
Miami, Florida
Scottsdale, Arizona

MSI international
New York

BKR International
New York

NextGen 2014
NextGen 2013

Michigan Society of CPAs

New England Practice Mgmt Conference

International Association of Administrative Professionals
Milwaukee, WI

HLB Int’l
Puerto Vallarta

Haines Watts
Malaga Spain

ADP Seminar