Speaking & Presentations

Whitman Transition Advisors dynamic leadership team of deeply experienced accounting professionals brings all the right things for your next event.

Phil Whitman, CEO & President

Phil specializes in succession planning, mergers and acquisitions, strategic talent acquisition, and practice management consulting. A 25-year veteran in public accounting, Phil’s focus on the people within and served by a CPA firm, of any size, ensures efficiency and profitability without sacrificing health and humanity.

Terry Putney, Partner

A co-found of Transition Advisors, with more than 40 years in the field, Terry is a frequent speaker and presenter across all areas of the accounting profession. His “objectives-first” approach helps partners and owners understand where they want to go, and how to get there.

Walter J. Brasch, Advisory Board Member

Walter brings more than 30 years of executive experience in the accounting and business advisory industry. He possesses a successful track record in leadership roles at several top 100 CPA firms.

Rick Fischer, Managing Partner

Rick was the Partner-in-Charge of a top-twenty CPA firm for over thirty years. Rick is a CPA, and a SHRM-SCP with over forty years of diversified experience in accounting, finance and human resources.

David Wolfskehl, Partner

David is a nationally recognized people-leader. He made Fortune’s Best Small Workplace list, was a "Boss of the Year" finalist, and gained his company a place on the Winning Workplaces list. His human-centered focus brings life to a workplace and fosters productivity and passion in the field.

Tavi Meketon, Senior VP, Strategy & Education

Tavi brings a broad, applied expert eye to organizational strategy, and revenue growth. Her successful approach has been seen in doubling revenue, high client/team retention in mergers, and navigating complex multi-dept. goals.

Bill Carlino, Managing Partner

Bill joined as Managing Director of National Consulting Services after serving for nearly 12 years as editor-in-chief and editorial director of Accounting Today and AccountingToday.com

Don Leavy, Managing Partner

Don is President of a 20-year-strong networking group of HR professionals in 40 NYC Accounting firms; HR Director for 2 mid-sized accounting firms for 25 years; Controller in the Apparel industry for 2 successful firms for 23 years.

Bring a WTA Expert to your next event.

When you pack your program with high-quality, engaging speakers and break-out sessions, you give high-value to your attendees, and they remember and talk about the experience.

Let WTA give you that memorable content. Hire any of our SMEs today.

Call (844) 970-6412 or email info@whitmantransition.com

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

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