Future of Your Firm

Whitman Business Advisors, LLC

2 crs PM Monday 5-20-19 6-8pm

Maywood Inn, Maywood, NJ

NCCPAP members $45 (before 5-20-19)

Nonmembers $60 (before 5-20-19)

Join us for this interactive CPE workshop presented by a panel of experts in the industry who will navigate the conversation on Mergers and Acquisitions in the accounting profession. These noted speakers will provide keen insight to help you better equip your decision making as you plan for the future of your firm. 

Philip J. Whitman, CPA, President & CEO

Firms of all sizes, from sole practitioners to top 10 global firms rely on him. Phil specializes in succession planning, mergers & acquisitions, strategic talent acquisition and practice management consulting.  With firm management experience ranging from three partners, to one of the Top 30 CPA firms in the Nation.  Prior to practice management, Phil spent nearly six years as a multi-unit owner-operator of a National restaurant franchise, which is where he began honing his knowledge of labor law, human resources management and organizational leadership. His accounting firm experience includes audit work at Price Waterhouse, and tax work at Spicer & Oppenheim.

John Raspante, CPA

John is a member of the NJSCPA accounting and auditing interest group and the editorial advisory board. Also a member of the AICPA, Connecticut Society of CPAs and the NYSSCPAs where he serves on the Succession Planning Committee, and Past President of the South Jersey Chapter of NCCPAP. John handles Merger & Acquisition, Talent Acquisition and Training and Coaching, and is expanding WBA's Risk Management Consulting Resources. A Cyber-liability specialist, John has written and spoken extensively on CPA firm professional ethics education.

David Wolskehl

David’s role at Whitman Business Advisors is to ensure the success of the team as well as create and deliver coaching and training programs that will help WBA clients reach their goals. David has been an entrepreneur and a guide for entrepreneurs, graduating from the University of Arizona.  He is the creator of The Micro Niche Method. The Micro Niche Method is a process that brings business development success to professional services firms – focusing on CPA’s and other consulting practices. If you feel like a commodity – have fee pressure or have trouble growing The Micro Niche Method is your solution.