WHITMAN EVENTS
Creating Meaningful Converstations
We don’t just attend events—we’re involved in creating conversations worth being in. From live discussions to in-person events, this is where firm leaders come to connect, challenge ideas, and think differently about growth. Take a look at what’s coming up—we’d love to speak with you.
We attend, host and speak at a number of events over the course of the year. We would enjoy to have you attend and create meaningful conversations!
Conferences
Webinars
Roundtables
Podcasts
Conferences
BDO Evolve Alliance
May 3-6, 2026
Las Vegas, Nevada, Fontainbleau
Booth 218
Speaker:
Philip Whitman
The Impact of Private Equity on Competitive Landscape and CPA Firm Valuations
Day 2: Tue, May 5
8:00 am – 9:15am
Speaker:
Laurence Whittam
From Cost Savings to Strategic Scale: The New Era of Offshore Collaboration
Day 2: Tue, May 5
3:50 pm – 4:40 pm
Accounting Today Growth Forum
May 19-20, 2026
SanDiego, California, Mission Bay
AICPA Engage
June 8-11, 2026
Las Vegas, Nevada – Aria
Bristlecone Ballroom,
Booth #829
Panelist:
Laurence Whittam
The Distributed Firm: Technology Strategies for Remote-First Practice Management
Wednesday, June 10, 2026
3:00 p.m. – 4:15 p.m. (PST)
Florida Institute of CPA Mega Conferences
June 14-17, 2026
Orlando, Florida
Hyatt Grand Cypress
Accounting Today Firm Growth Forum East
September 23-24, 2026
Washington, D.C.
Vignette Collection by IHG
Accounting Today Private Equity Summit
November 19-20, 2026
Chicago, Illinois
Lowes Chicago Hotel
Panelist:
Philip Whitman
The Realities of Buying Accounting Firms: What PE Firms Need to Know Now
Tuesday, November 17, 2026
4:00 pm
Webinars
ESOP 1: Is an ESOP Right For Your Firm?
May 21, 2026
Online Teams Meeting
Hosts:
Philip Whitman, Mary Ardath, Cristine O’Keefe
ESOP 1: Is an ESOP Right For Your Firm
1:00 pm (CST)
Roundtables
Podcasts
Stay Informed of Whitman Advisory Upcoming Events
Sign up to receive updates on Whitman Advisory events, including webinars, roundtables, conferences, and other firm-hosted sessions. You’ll be the first to know about upcoming opportunities to engage and stay connected.