Events for Clients

Stay in the loop.

Our clients receive access to educational workshops and networking opportunities to further their personal and business growth.

Upcoming Client Workshops                  



Fringe Benefit Reporting


Tuesday, October 24, 2017


Presented by:
Teri Curtin, CPA, Whalen & Company
Lisa Kuhn, Whalen & Company
Register Here



Revenue Recognition Changes


Tuesday, December 12, 2017


Presented by:
Jeff Zaye, CPA, Whalen & Company
Larry Havens, CPA, CGMA, Whalen & Company
Register Here



Annual Business Seminar


Tuesday, November 7, 2017


8:00 a.m. – Noon


Worthington Hills Country Club





Tackling Tricky Human Resources & Personnel Topics

Heather Sperduto, ADP

Can my company ban that? Do I have to pay my employees for that? These are just a couple of the human resources and personnel questions that this session will address. This session will guide you through tricky scenarios and give you the proper guidance to handle these sometimes challenging situations.


Technology: It’s Changing Our Lives More Than We Realize

David Bergstein, Intuit

This session will enable attendees to see how rapidly technology is changing and how it is effecting our personal and business lives. The tools of yesterday, today and tomorrow will guide us down a path and enable us to visualize new possibilities.


Year-End Tax Update & Planning

Patrick McClary, Whalen & Company

Our very own Patrick McClary will provide guidance for 2018 tax planning as well as tax savings strategies to consider implementing for the remainder of 2017. He will also revisit new tax laws and regulations from this year, including the proposed tax reform, and discuss how these potential changes may affect you.