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     





Sales and Use Tax – A Closer Look


Tuesday, August 29, 2017


Presented by:
Stephen Estelle, Esq., Whalen & Company
Register Here



Savvy Social Security Planning


Thursday, September 14, 2017


Presented by:
Dan Phillips, Bishoff Financial
Register Here



Filtering Key Performance Indicators


Tuesday, September 26, 2017


Presented by:
Bruce Berry, CPA, Whalen & Company
Register Here



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


Worthington Hills Country Club