Speaking & Presentations - Whitman Transition Advisors

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

For over 25 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 Transition Advisors are available to speak & present at your Partner Retreats, Annual Meetings, Conferences and Luncheons.

Click to download Phil’s Speaking Topics

Bring Phil, or another WBA 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 WBA give you that memorable content. Hire Phil or any of our SMEs today.

Call 1 844 WBA-TEAM (922-8326) or email info@whitmanbiz.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

IAPA
New York, NY

Alliott Group
New Orleans, LA
Memphis, TN

Geneva Group
Montreal

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

MSI international
New York

BKR International
New York

Nysscpa
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
NYC