Upcoming Events

Stay in the loop.

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

Annual Client Seminar



Wednesday, November 6, 2019


Worthington Hills Country Club
8:00 a.m. – Noon


A complimentary breakfast will be provided and this event is eligible for CPE credits.





7:30-8:00          Breakfast/Networking

8:00-8:05          Welcome

8:05-10:05        Session 1

10:05-10:15      Break/Networking

10:15-11:15       Session 2

11:15-12:00       Session 3

12:00                     Thank You and Closing





Session 1: Must Hear Technology Trends & A Scary Cyber Ride Through The Dark Web

Randy Johnston, Network Management Group Inc.

Technology continues to revolutionize how we work; those who ignore this fact do so at their own peril. To remain successful, business professionals must stay on top of technology trends, implement the best solutions, and seize opportunities as they appear. You will learn about a wide variety of technology trends, solutions, and opportunities. Specifically, you will learn about spending trends, software licensing issues, leading-edge hardware, mobile and cloud strategies, and security risks.


In addition, you will learn about personal technologies and automation processes. It’s no doubt that personal technologies are now mainstream, but can we automate our homes – and businesses– for convenience and security? What about connecting smart speakers like Amazon Alexa or Google Home units into our lighting systems or our surround sound TV systems? Can we automate these and other tasks to provide even more convenience, security, and privacy?


On top of these technology trends, Randy will take us all on a ride through the Dark Web. You have heard of the Dark Web, but have you experienced it? If not, buckle in for a scary ride through the underbelly of the Internet. Here, many illicit and illegal activities occur every day, potentially affecting our personal and organizational security. In this session, you will experience first-hand the Dark Web and all that it entails – both positive and negative. Upon completing this session, you will understand why it is important to secure your information so that you do not become yet another victim of the Dark Web.

Session 2: Blind Faith – The Inside Scoop on Healthcare Providers & Pricing

Jim Gehrt, McGohan Brabender, 

Do you have Blind Faith in our Healthcare providers? If you don’t have a behind the scenes understanding of how the system works – it can hurt you!

Healthcare costs continue to rise; but few truly understand why. There are dramatic fluctuations in pricing from provider to provider with blind belief that it is due to quality. This simply isn’t true. The first step is to better understand how healthcare prices are set and who controls the pricing.

Jim Gehrt from McGohan Brabender will provide an introduction to what you need to know about healthcare pricing, how to benchmark what your company pays vs. a universal benchmark and how employers can take back control.

Jim has shared his expertise at several Whalen sponsored events. Feedback has been excellent with participants wanting to hear more.


Session 3:  Year-End Tax Update & Planning Strategies

Lisa Wood & Alyss Carpenter, Whalen & Company

Hear from two of our tax department’s experts on what you can do to maximize your tax savings. They will provide guidance for 2020 tax planning as well as tax savings strategies to consider implementing for the remainder of 2019. In addition, they will revisit the new tax laws and regulations to discuss how these changes have affected you or may affect you in the future.