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
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
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.
Webinars
Designing a Modern Staffing Model: Onshore, Remote, and Global Integration
August 13, 2026
Online Teams Meeting
Host:
Laurence Whittam
1:00 pm (CST)
ValueMyCPAFirm.com
September 3, 2026
Online Teams Meeting
Host:
Justin Wolfkshel
Dave Kells
Phil Whitman
1:00 pm (CST)
BD Engine
September 17, 2026
Online Teams Meeting
Host:
Mary Ardath
Jennifer Farrington
1:00 pm (CST)
Previous Webinars
The Value of a Fractional CFO (For Firms & Clients)
August 6, 2026
Online Teams Meeting
Host:
Mary Ardath
Pete Caltabiano
Mike Zaremski
1:00 pm (CST)
Operational Readiness: Building the Foundation for Scalable Staffing
July 23, 2026
Online Teams Meeting
Host:
Laurence Whittam
1:00 pm (CST)
ESOP 3: Succession Legacy and Long Term Value
June 25, 2026
Online Teams Meeting
Hosts:
Philip Whitman
Mary Ardath
Cristine O’Keefe
1:00 pm (CST)
ESOP 2: Culture, People, and the Human Side of Ownership
June 4, 2026
Online Teams Meeting
Hosts:
Philip Whitman
Mary Ardath
Cristine O’Keefe
1:00 pm (CST)
ESOP 1: Is an ESOP Right For Your Firm?
May 21, 2026
Online Teams Meeting
Hosts:
Philip Whitman
Mary Ardath
Cristine O’Keefe
1:00 pm (CST)
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.
Roundtables
AI: Legal and Ethical Considerations
May 26, 2026
In-Person Event
Location will be in midtown Manhattan area
Hosts:
Pete Caltabiano – Founding Partner & Managing Director, Whitman Advisory CFO Solutions
Rania V. Sedhom – Founder, Sedhom Law Group, PLLC
6:00 PM – 7:30 PM
$39 per person
Podcasts
Everything CPA and Private Equity:
Listen to this podcast on Spotify
Listen to this podcast on Apple Podcasts
Watch clips and full episode on YouTube
The Independent CPA Firm Podcast:
Listen to this podcast on Spotify
Listen to this podcast on Apple 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.