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4.0 Credits

Specifically designed for partners and firm managers, this brand new conference focuses on best practices for building and managing your firm.  Topics will include Advisory Services, Human Capital, Technology and Succession Planning.


Please select the appropriate session or option below to continue with your online purchase.

Thursday, October 24, 2019

General Sessions

Presented by: Philip J. Whitman, CPA - CEO & President of Whitman Business Advisors LLC



David Wolfskehl - Senior Managing Director at Whitman Business Advisors LLC


Whether you are a sole practitioner or multi-partner firm, join Phil Whitman, CPA, President & CEO of Whitman Business Advisors as he shares with you the importance and relative ease of adding Advisory Services to your service offerings.

• Build it, buy it or ...
• The "Grand Slam" strategy concept
• Risks you will certainly face if you do not have advisory service offerings

Presented by: Charles M. Smith, CPA, CPC, SPHR, SHRM-SCP - Director, Human Capital Consulting at CohnReznick LLP


Learn and share state of the art tools and techniques for attracting and retaining top talent.  The CPA industry is a mature marketplace where talent and clients can easily ‘jump’ from firm to firm.  Discuss what uniquely differentiates your firm to reduce the amount of ‘jumping’ your firm might be experiencing.

Presenter Charley Smith, CPA, CPC, SPHR, SHRM-SCP, has been a management consultant focused on human capital, governance and organizational development issues for more than 20 years.  His clients include divisions of fortune 500 companies, closely held businesses and not for profit organizations.  He has served on numerous not for profit boards for over 40 years.  Charley has been with CPA firms for most of his career, serving as an auditor, Firm Administrator and Management Consultant.  These firms have ranged in size from 20 to 2,500 associates.

Presented by: Will Yapp - VP Sales, Marketing & Business Development at Right Networks


This session will focus on helping small firms understand how larger firms are leveraging cloud technology to improve staff and client workflows as well as launching new services and offerings to drive additional value.   The session will provide insight into how these firms can execute on similar strategies without the resources of the larger firms but with all the same benefits to them and their clients.

Presented by: Philip J. Whitman, CPA - CEO & President of Whitman Business Advisors LLC



David Wolfskehl - Senior Managing Director at Whitman Business Advisors LLC


Join Phil Whitman, CPA, President and CEO of Whitman Business Advisors, who will share with you, recommendations to make certain you monetize your lifetime of work: 

• Three ways to make your firm a more attractive merger candidate 
• SPEED - Because Stuff Happens 
• Lean M & A – Getting to the finish line faster with the four C’s and five critical factors

Materials Option

How would you like to receive your course materials?:

Your registration fee includes an electronic copy of the course manual.  Your eMaterials will be available for download in the “My CPE” area of the website one week before the program date. Please note: program cancellations will not be allowed once you have downloaded your eMaterials from the website. 

Copyright note: Reproduction or distribution of the manual or any portion of it is prohibited unless written permission is obtained from the course provider.

We will print a manual and provide it to you at registration the morning of the program.

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