Managing Director
Whitman Advisory
As the Strategic Practice Management Practice Leader at Whitman Advisory, David Kells provides expertise in all areas of firm practice management, including succession planning strategies for CPAs and CPA firms, drawing on more than 35 years of financial and professional services expertise. His background includes expertise in all aspects of firm operations, system implementation and integration, KPIs/metrics/dashboards as well as operational integration, having quarterbacked over 40 M&A transactions, and consulted on many others.
As a former Chief Operating Officer for a top 25 accounting firm, David was a key member of the senior management team that oversaw tremendous firm growth in revenue, personnel, and physical footprint. His ability to align operational functions with profitability and transition goals provides clients with a clear path to success. David holds a bachelor’s degree in business administration and finance from Muhlenberg College and has completed Executive Education coursework in Leadership & Managing People at Columbia University.
Growth places new demands on internal operations—and many firms struggle to keep up. In this interactive roundtable, attendees will exchange insights on building the management, marketing, HR, technological and other operational infrastructure needed to scale effectively. Discuss when to build vs. buy, how to create accountability across leadership, and what it takes to support sustained, strategic growth.