Кращі подкасти про Whitley Penn (2025)

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Whitley Penn Talks: Tariffs and Market Trends 26:00

4h ago26:00

26:00

Message us! Welcome to the newly rebranded Whitley Penn Talks! When listeners tune into Whitley Penn Talks, they will gain valuable insights from industry experts, stay informed on the latest trends in accounting and business strategy, and receive actionable advice to help them make confident, informed decisions for their businesses. In this episod…

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Whitley Penn Cares Featuring the Permian Strategic Partnership 10:10

1M ago10:10

10:10

Message us! Join host Catherine Speer for a quick 10-minute episode as she chats with Morgan Hebert, Director of Operations at the Permian Strategic Partnership (PSP). PSP is a coalition of 28 leading energy companies and higher education institutions in the Permian Basin, working with regional leaders to tackle challenges in New Mexico and Texas c…

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Solving Technology Challenges in Family Offices with Raymond Dinunzio 43:21

2M ago43:21

43:21

Message us! Join host, John Yeager, of Whitley Penn as he welcomes back Raymond Dinunzio from TOS to the family office series. In this episode, they explore real-life projects with various family offices to address and overcome their technology challenges. Key Points of Conversation: Common Technology Issues: Ray discusses why family offices often …

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Family Office Insights and Solutions with Raymond Dinunzio 33:01

2M ago33:01

33:01

Message us! Join John Yeager of Whitley Penn as he continues the family office series with special guest, Raymond Dinunzio from TOS. In this episode, Ray discusses his path to joining TOS and the story behind the company's mission. Key Points of Conversation: Insights on the Family Office Industry: They discuss the unique challenges and opportuniti…

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Whitley Penn Cares featuring American Warrior Association 18:27

2M ago18:27

18:27

Message us! Join host Emily Landry, as she talks with Anna Heil, Managing Director of the American Warrior Association (AWA) in Fort Worth. The AWA is a faith-driven nonprofit dedicated to healing moral injury among military personnel, first responders, and their families. Discover AWA's mission, their 5-day retreats for stress relief, and the new …

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Whitley Penn Cares featuring Camp Thurman 18:57

3M ago18:57

18:57

Message us! Join host Emily Landry as she sits down with Courtney Kaiser, the Executive Director of Camp Thurman in Arlington, Texas. In this episode, Courtney shares her journey from grad school to leading this beloved Christian summer camp, which serves 6,000 kids annually. Celebrate Camp Thurman's 56th anniversary with us as Courtney recounts fu…

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Make Your Data Work for Your Family Office Without Breaking the Bank 27:33

3M ago27:33

27:33

Message us! Explore how AI is transforming family office space today. In this next episode of our Family Office series, join host John Yeager as he discusses with Greg Silverman from Clarity Edge about strategic foundations, the importance of data control and ownership, and practical steps for managing data effectively. Learn about clean data, vend…

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A Guide to Mineral Management for Family Offices 23:11

3M ago23:11

23:11

Message us! In this 23-minute episode, John Yeager and Buffie Campbell of Whitley Penn dive into the world of oil, gas, and mineral management with a focus on how family offices can provide crucial services in this space. Join us as we explore how effective reporting and price comparisons can enhance decision-making and maximize value. From there, …

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How St. Jude is Changing Childhood Cancer Care 18:15

4M ago18:15

18:15

Message us! In this heartfelt episode, we share the inspiring story of Kristen, a mother whose daughter was diagnosed with brain cancer during her kindergarten year. Kristen’s journey led her to the compassionate care of St. Jude Children’s Research Hospital, where groundbreaking work in childhood cancer research and treatment is changing lives. Ho…

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The Future of Family Office Technology 43:19

4M ago43:19

43:19

Message us! Join host John Yeager in this engaging 43-minute episode as we dive into the evolution of family office technology with returning guests Susan McDermott from Addepar, Ryan Kerry from Knowledger LLC, Kristen Keith from Sage Intacct, and Alejandro Nazario from TOS. The discussion focuses on the importance of consistent reporting standards…

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Navigating Family Office Strategies: Insourcing vs. Outsourcing 28:43

4M ago28:43

28:43

Message us! In this 28-minute episode, John Yeager of Whitley Penn is joined by Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. The group explores the evolving trends in insourcing and outsourcing within family offices. The team analyzes how their family office clients have adap…

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Fund Administration Unveiled: Insights with Industry Leader, Katie Peck 24:21

4M ago24:21

24:21

Message us! In this 24-minute episode, join host Danielle Reynolds and Fund Administration leader Katie Peck as they dive into the intricate world of the industry. They discuss investment fund accounting, investor relations, financial modeling, value creation for funds, and the comprehensive suite of services offered by Whitley Penn in this domain.…

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Navigating Mineral Ownership: Strategies for Asset Management featuring Buffie Campbell 32:11

5M ago32:11

32:11

Message us! In this 32-minute episode, join host Danielle Reynolds and Mineral and Asset Management Senior Manager, Buffie Campbell, as they explore the importance of having a knowledgeable team manage your mineral and land assets to avoid leaving money on the table. Buffie sheds light on the emerging landscape of produced water, transforming these…

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Exploring the Evolution of Family Offices: Insights from Industry Leaders | CAAS Matters 22:04

5M ago22:04

22:04

Message us! In this 22-minute episode, hear from John Yeager of Whitley Penn, Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. They discuss the history of family offices, their establishment, current state, and the 2018 boom that brought them into the spotlight. Discover why 80% …

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What is a Family Office? Featuring Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario | CAAS Matters 23:02

6M ago23:02

23:02

Message us! In this 23-minute episode, hear from John Yeager of Whitley Penn, Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. This episode marks the beginning of an exciting new series dedicated to unraveling the complexities of family offices. Our hosts will break down the basi…

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Unlocking Business Insights with Custom Data Products and Strategies | Develop 20:16

6M ago20:16

20:16

Message us! In this 20-minute episode, join Danielle Reynolds, Business Development Manager, as she engages with Jake Baine, Client Accounting and Advisory (CAAS) Data Analytics Senior Manager. Together, they explore the world of data products and strategy, emphasizing the importance of tailored solutions over one-size-fits-all approaches. Discover…

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Outsourced Accounting: Elevating Your Internal Processes | Develop 33:21

7M ago33:21

33:21

Message us! Are you finding that your business’s internal accounting department is bogged down with repetitive tasks that could be easily outsourced? Imagine if your team could focus on more strategic activities, contributing significantly to your company’s growth. In this engaging 33-minute episode, join Danielle Reynolds, Business Development Man…

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WP Cares: Featuring the Amon G. Carter Jr, Downtown YMCA 16:06

8M ago16:06

16:06

Message us! In this 15 minute episode, Emily Landry is back for another episode of WP Cares featuring the Amon G. Carter Jr, Downtown YMCA. Paul Russell, Executive Director, joins Emily as they discuss new initiatives, events, and ways to get involved with "The Y." Tune in now to listen! Fill out this form to have new episodes sent right to your in…

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Tech-Driven Growth: Whitley Penn’s Strategic Use of Suralink and Technology 55:03

9M ago55:03

55:03

Message us! In this 55-minute episode, join Andy Hines, Audit Partner at Whitley Penn, and Legend Lee Chip Sao, Senior Customer Service Manager at Suralink, as they explore how Whitley Penn is leveraging technology, including Suralink, for intentional growth and enhanced client service. From Andy’s journey from intern to partner handling cultural s…

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A Check-Up into the Healthcare Industry with Aaron Heimbuch and Kevin McGowan 27:50

9M ago27:50

27:50

Message us! In this 27 minute episode of our Develop podcast series, Danielle Reynolds, Business Development Manager, is joined by Aaron Heimbuch, Audit Senior Manager, and Kevin McGowan, Tax Senior Manager. Together, they discuss the evolving landscape of the healthcare industry, examining the transformation in physician practice management, the c…

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WP Cares: Featuring the TXCPA Fort Worth Chapter 15:37

9M ago15:37

15:37

Message us! Tune into this 15 minute episode of our WP Cares podcast series with Partner Emily Landry. Emily is joined by Jennifer Davis, Executive Director of the Fort Worth Chapter of the Texas Society of Certified Public Accountants (TXCPA). The two discuss the accounting industry as a whole, upcoming initiatives, and ways to get involved within…

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CAAS Matters: Featuring Ashley Edwards of Insperity 24:04

10M ago24:04

24:04

Message us! In this 24-minute episode of our CAAS Matters podcast series, we welcome Ashley Edwards from Insperity alongside host John Yeager. Together, they discuss the world of Human Resources (HR), examining the ins and outs of outsourcing from an HR perspective, and the role and benefits of a Professional Employer Organization (PEO), among othe…

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WP Cares: Featuring the Fort Worth Museum of Science and History 14:25

11M ago14:25

14:25

Message us! In this 14-minute episode of our WP Cares series, Emily Landry is joined by Regina Faden, President of the Fort Worth Museum of Science and History. Regina enlightens us about the museum's history, its significant role within the community, and the interactive events designed to captivate visitors. Additionally, Emily and Regina discuss…

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Featuring the North Texas Community Foundation 27:10

12M ago27:10

27:10

Message us! In this 27-minute episode of our WP Cares series, Emily Landry sits down with Rose Bradshaw, the CEO & President of North Texas Community Foundation. They discuss the Foundation's role in providing resources to the North Texas community and offering support and tools for young nonprofit leaders. Stay tuned for upcoming episodes in this …

1
Fueling Efficiency with MineralWare 26:47

1y ago26:47

26:47

Message us! In this 26 minute episode, Jason Fitzgerald, Mineral Assets Manager, is joined by Sam Katigan, Vice President of Unique Assets at MineralWare, to discover how MineralWare transforms the oil & gas landscape. Jason's career journey from MineralWare to Whitley Penn offers a unique perspective. Through prior collaboration with Sam, he bring…

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Bridging the Gap Between Education & Employment in Tarrant County 13:01

1y ago13:01

13:01

Message us! In this 13-minute episode of our WP Cares podcast series, Emily Landry is joined by Natalie Young Williams, Executive Director of Tarrant To & Through (T3) Partnership. Together, they explore the various aspects of T3’s impactful work in Tarrant County that helps turn students’ dreams into tangible realities. Learn about the growth of t…

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CAAS Matters: Unlocking The Power of Data and Insights 18:09

1y ago18:09

18:09

Message us! In this 18 minute episode of our CAAS Matters podcast series, John Yeager is joined by Jake Baine, CAAS Oil & Gas - Data Products & Strategy Senior Manager. The two discuss the significance of data-driven strategies and actionable insights in driving innovation and optimizing operations to transform businesses, industries, and society. …

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CAAS Matters: Transaction Quarterback Gameplan 16:28

1y ago16:28

16:28

Message us! In this latest episode of our CAAS Matters podcast series, John Yeager is joined by Derrick Bradford, Strategic Consulting Senior Associate, and integral member of the Transaction Quarterback (TQB) Group at Whitley Penn. Listen in to hear discussion on business entries, exit transactions, and valuable strategies for selling your busines…

1
WP Cares: The Fort Worth Report 22:52

1y ago22:52

22:52

Message us! In this episode of our WP Cares podcast series, Emily Landry sits down with Chris Cobler, Founding Publisher and CEO of Fort Worth Report. They discuss Chris's fascinating background and uncover the rich history behind the Fort Worth Report. Listen in and stay tuned for future episodes in our WP Cares series. Fill out this form to have …

1
Whitley Penn’s Expansion into San Antonio 7:20

1+ y ago7:20

7:20

Message us! Our recent expansion into San Antonio has established our presence in all major markets in the state of Texas. Whitley Penn’s Larry G. Autrey and Alan Rich sit down with Ollie Chandhok, President/Publisher, The Dallas Business Journal, to discuss the strategy behind this move and the opportunities ahead for the firm. Tune in to learn mo…

1
CAAS Matters: Controllership & Interim Advisory 18:42

1+ y ago18:42

18:42

Message us! In this episode of our CAAS Matters series, John Yeager is joined by Jake Morris, CAAS Controllership & Interim Advisory Partner. Discover how our data-driven insights empower our clients to run their businesses more efficiently, make faster decisions, and stay ahead in a competitive landscape. Tune in and be on the lookout for more epi…

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Insights into Growth Strategies with Nathen McEown, Chief Growth Officer 21:31

1+ y ago21:31

21:31

Message us! Join Danielle Reynolds as she sits down with Nathen McEown, Chief Growth Officer and Partner-in-Charge of Consulting at Whitley Penn, in the latest episode of our DEVELOP series podcast. Gain insights into effective Business Development strategies, cross-selling efforts, and explore the meaning of having a growth mindset. Don't miss out…

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Reflections, Sustainable Growth and What’s Ahead with Felix Lozano, Chief Growth Officer 23:26

1+ y ago23:26

23:26

Message us! Join Danielle Reynolds in this recent episode of our DEVELOP series as she sits down with Felix Lozano, Chief Growth Officer at Whitley Penn. Together, they discuss Felix’s remarkable career, the impact he has made at Whitley Penn and the balance of driving the firm’s long-term sustainable growth. Don't miss out on this insightful episo…

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CAAS Matters: Featuring John Russo of Sage Intacct 14:56

1+ y ago14:56

14:56

Message us! In this episode of our CAAS Matters series, John Yeager is joined by John Russo from Sage Intacct. The two discuss business insights into CAAS practices, benefits of cloud technology, and how Sage Intacct can automate general ledge accounting. Tune in and be on the lookout for more episodes in this series. Fill out this form to have new…

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WP Cares: Carter BloodCare 15:12

1+ y ago15:12

15:12

Message us! Tune into the latest episode of our WP Cares podcast series, where Emily Landry sits down with Dr. Frances Compton, Medical Director of Patient Services at Carter BloodCare. They discuss Carter BloodCare's history and mission and explore the steps you can take to give the lifesaving gift of blood. Visit carterbloodcare.org to learn more…

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WP Educates: Nonprofit Series with Nonprofit Industry Leader, Emily Landry 40:02

1+ y ago40:02

40:02

Message us! Tune into this episode of our WP Educates Nonprofit Series as Emily Landry and Curtis Maxfield discuss frequently asked questions as it relates to Tax Services in the Nonprofit space. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here. Fill out this form to have new episod…

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WP Educates: Nonprofit Series with RAS Partner, John Williamson 42:22

1+ y ago42:22

42:22

Message us! Tune into this episode of our WP Educates Nonprofit Series as John Williamson and Emily Landry discuss frequently asked questions as it relates to Risk Advisory Services in the Nonprofit space. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here. Fill out this form to have …

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WP Educates: Nonprofit Series with SCS Managing Director, Frank Iannelli 37:33

1+ y ago37:33

37:33

Message us! Tune into this episode of our WP Educates Nonprofit Series as Frank Iannelli and Emily Landry discuss frequently asked questions as it relates to Strategic Consulting Services in the Nonprofit space. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here. Fill out this form to…

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WP Educates: Nonprofit Series with CAAS Partner, Irfan Dossani & Managing Director, Natasha Klebba 47:40

1+ y ago47:40

47:40

Message us! Tune into this episode of our WP Educates Nonprofit Series as Irfan Dossani, Natasha Klebba and Emily Landry discuss frequently asked questions as it relates to Client Accounting & Advisory Services in the Nonprofit space. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here…

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WP Educates: Nonprofit Series with WPWealth Partner, Shane Miller 40:45

1+ y ago40:45

40:45

Message us! Tune into this episode of our WP Educates Nonprofit Series as Shane Miller and Emily Landry discuss frequently asked questions as it relates to Wealth Management in the Nonprofit space. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here. Fill out this form to have new epis…

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CAAS Matters: Technology Solutions featuring Natasha Klebba 15:54

2y ago15:54

15:54

Message us! Join us for this exciting episode of our CAAS Matters series as Managing Directors, John Yeager and Natasha Klebba discuss the cutting-edge technology solutions transforming the CAAS industry. Gain valuable insights and stay tuned for more upcoming episodes. Fill out this form to have new episodes sent right to your inbox! Follow Whitle…

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WP Educates: WPWealth with Shane Miller, Partner 25:40

2y ago25:40

25:40

Message us! Join Danielle Reynolds and Shane Miller, WPWealth Partner, as they discuss the benefits of our wealth management group and highlight solutions and opportunities that our team of dedicated professionals deliver. This episode provides an inside look into the value this team brings, and the diverse range of clients they serve. Don't miss o…

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CAAS Matters: Featuring Ashleigh Sutter of Intuit 19:16

2y ago19:16

19:16

Message us! Don't miss out on the newest episode of CAAS Matters, featuring John Yeager and Ashleigh Sutter from Intuit. They discuss key issues facing small and medium size businesses and how CAAS practices can help. Stay tuned for more exciting episodes to come. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn…

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WP Cares: Texas Southern Cattle Raisers Association 19:32

2y ago19:32

19:32

Message us! Tune into the latest episode of our WP Cares podcast series, where Emily Landry and Jason Skaggs, President & CEO of the Texas Southern Cattle Raisers Association (TSCRA), delve into exciting upcoming events and ways to actively engage with the organization. To learn more about the TSCRA, visit: www.tscra.org Fill out this form to have …

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CAAS Matters: Featuring Kalil Merhib of CPA.com 21:40

2y ago21:40

21:40

Message us! Check out the latest episode of CAAS Matters, featuring John Yeager and Kalil Merhib, Executive Vice President, Growth & Professional Services of CPA.com. They discuss what CPA.com has to offer and how they enable firms to establish, optimize and transform client advisory services to deliver business insights to today's business leaders…

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WP Cares: Gladney Center for Adoption 22:16

2y ago22:16

22:16

Message us! Join Emily Landry, Griff Babb, and Mark Melson (President & CEO of Gladney Center for Adoption) in a new episode of our WP Cares podcast series as they discuss the mission behind the organization and how they provide resources and support to adoptive families. For more information about Gladney Center for Adoption, please visit: https:/…

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M&A Strategies with Lindsey Wendler of Dresner Partners 46:44

2y ago46:44

46:44

Message us! Join Daniel Boarder and Lindsey Wendler, Managing Director at Dresner Partners, as they delve into the complexities of mergers and acquisitions. Discover the roles and value they bring to their clients during the transition phase. Don't miss out on this episode and stay tuned for more insightful discussions in our M&A Strategies series.…

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WP Cares: Moncrief Cancer Institute 20:15

2y ago20:15

20:15

Message us! Join Emily Landry and Gloria Moncrief Holmsten (Moncrief Cancer Foundation) in a new episode of our WPCares podcast series as they discuss the importance of cancer prevention and screenings, early detection, and the resources available to the community through Moncrief Cancer Institute. Emily Landry is Whitley Penn’s Nonprofit Industry …

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WP Educates: Mineral & Asset Management with Jason Fitzgerald, Manager 21:42

2y ago21:42

21:42

Message us! Join Danielle Reynolds and Jason Fitzgerald in the first episode of our WP Educates podcast series as they explore the exciting world and service line of Mineral and Asset Management. Whitley Penn offers a range of innovative solutions and opportunities for our clients, and this episode provides an insightful glimpse into the value this…

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M&A Strategies: Investing in a Quality of Earnings 39:42

2y ago39:42

39:42

Message us! In this first episode of the M&A Strategies series, you’ll hear from Daniel Boarder, Transaction Advisory Services (TAS) Partner, Shaun Buckley, Transaction Advisory Services (TAS) Managing Director and Frank Iannelli, Strategic Consulting Services (SCS) Managing Director as the three discuss the crucial topic of Quality of Earnings. Ga…

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