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An Exclusive Advisory Boardroom for CPA Firm Leaders — At No Cost to Your Firm
Unison Globus has partnered with Whitman Advisory to give selected CPA firm leaders direct access to former COOs, CMOs, CLOs, and managing directors from some of the top accounting firms in the United States.
The Challenge Facing CPA Firms Right Now
Demand is strong. But for many CPA firms, growth has stalled — not because of a lack of opportunity, but because of the constraints holding them back.
Capacity ceilings. Leadership bandwidth stretched thin. Processes that worked at half the size. Difficulty building a team that can actually scale.
The challenge is not simply finding more people. The real challenge is building a firm that is ready to grow.
This program was created to help firm leaders step back from the day-to-day and work through the bigger questions — the ones that determine whether a firm stays where it is or builds something that lasts.
Most CPA firms don't have a growth problem. They have a capacity and structure problem.
This Is Not a Webinar. It Is Not a Sales Pitch.
Invite-Only Access
Not open to everyone. Selected firm leaders join a small, curated group of peers — no vendor pitches, no filler content.
Senior-Level Expertise
Every session is led by former COOs, CMOs, CLOs, and managing directors who have worked inside the firms you look up to.
Practical and Actionable
No theory. Every session is built around real challenges, real peer discussion, and ideas you can apply the week after.
No Cost to Your Firm
This program is fully sponsored by Unison Globus as an investment in the firms they work with and want to work with.
Sound Familiar?
Many of the firms we work with are asking the same questions:
What We Cover
Growth and Capacity Strategy
How firms identify what is limiting growth, unlock capacity, and build a more scalable operating model without proportionally growing headcount.
Building a Global Team That Works
How to structure, manage, and integrate a global talent strategy — covering role design, communication, quality control, and the failure points most firms hit.
Process, Workflow and Operational Efficiency
How to identify bottlenecks, reduce rework, and create real accountability across teams before adding more people into a broken process.
Leadership, Accountability and Change Management
How partners, managers, and department heads create alignment, sharpen execution, and lead a firm through change without losing momentum.
Profitability, Pricing and Service Model Evolution
How to improve margins, evaluate service lines, and align pricing with the real value your firm delivers.
Talent Development and Future Leadership
How to build managers who can lead, think commercially, and carry the firm forward — not just execute tasks.
The People in the Room
Every session is led or supported by members of the Whitman Advisory team — experienced operators who have held senior leadership roles at some of the most respected accounting firms in the country.
Laurence Whittam
Two-time CPA Practice Advisor Top 20 Under 40. Built the AICPA's best practice toolkit on outsourcing. Leads firm strategy and global talent design.
Dave Kells Jr.
35+ years of CPA firm leadership. Helps firms improve profitability, operations, and succession planning.
Jennifer Farrington
Award-winning marketing executive. Former senior roles at Grant Thornton, PwC, and Buck Consultants. Leads brand strategy and go-to-market execution.
Jason McKeever
20+ years in firm learning and development. 17 years as Chief Learning Officer at a Top 25 US accounting firm.
Mary Ardath
20+ years building high-performing teams and driving multi-million-dollar growth for CPA firms.
Walter J. Brasch, CPA, CGMA
40+ years of executive leadership. Past President of the NJCPA. Former AICPA Council member. NJCPA Lifetime Leader Ovation Award recipient.
Robert Grant
30+ years of accounting and outsourcing leadership. Helps firms implement outsourced accounting solutions, improve service delivery, and drive sustainable growth.
Charles McKissick
35+ years of experience supporting CPA firms and businesses. Helps firms overcome capacity challenges, scale operations, and enhance client service through strategic outsourcing solutions.
How It Works
More Than an Outsourcing Partner
Unison Globus believes that successful outsourcing is not just about adding capacity. It is about helping firms build a stronger, more scalable operating model.
By partnering with Whitman Advisory, Unison Globus is giving selected firm leaders access to experienced advisors who understand the strategic, operational, leadership, and talent challenges that define whether a CPA firm grows — or stays stuck.
The goal is simple: help participating firms think bigger, execute better, and build a more sustainable path forward.
Is This for You?
Participation Is Limited to a Select Group of Firms
To learn more or request a seat in an upcoming boardroom, complete the form below.
A member of the Unison
Globus team will follow up personally.