Кращі подкасти про Whitley Penn (2024)

1
CAAS Matters: Transaction Quarterback Gameplan 16:28

12d ago16:28

16:28

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 business. Be sure t…

1
CAAS Matters: Data Integration Insights From a Client’s Journey 23:21

26d ago23:21

23:21

In this episode, of our CAAS Matters podcast series, Rajesh Yennam, Data Analytics & Transformation Solutions Director, is joined by Kenn Ruether of Oldcastle BuildingEnvelope (OBE). The two discuss the benefits, challenges, and impact of adopting data integration practices. Kenn shares valuable advice for anyone seeking to harness the power of uni…

1
WP Cares: The Fort Worth Report 22:52

1M ago22:52

22:52

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.…

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

3M ago7:20

7:20

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 more!…

1
CAAS Matters: Controllership & Interim Advisory 18:42

3M ago18:42

18:42

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 episodes!…

1
Insights into Growth Strategies with Nathen McEown, Chief Growth Officer 21:31

3M ago21:31

21:31

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 - tune in n…

1
CAAS Matters: Featuring Jon Sykora of Trintech 17:42

4M ago17:42

17:42

Join John Yeager and Jon Sykora, Partner Enablement Director at Trintech, in this episode of our CAAS Matters series. Together, they dive into the complexities of the close and consolidation processes, uncovering best practices and exploring the implementation of a cutting-edge solution like Adra by Trintech. Don't miss out on future episodes, stay…

1
Reflections, Sustainable Growth and What’s Ahead with Felix Lozano, Chief Growth Officer 23:26

4M ago23:26

23:26

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 episode and stay …

1
CAAS Matters: Is Your Legacy EPM Holding You Back? 10:31

5M ago10:31

10:31

Are on-premises systems and/or legacy EPM’s like Oracle, SAP, Anaplan, Hyperion holding you back from modernizing the office of finance? Hear from Naveed Salman, Managing Director, on why it may be time for a cloud-based software migration, and how OneStream’s corporate performance management platform paired with Whitley Penn’s Data Analytics & Tra…

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

5M ago14:56

14:56

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.…

1
WP Cares: Carter BloodCare 15:12

5M ago15:12

15:12

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

7M ago40:02

40:02

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.Whitley Penn

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

7M ago42:22

42:22

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.…

1
WP Educates: Nonprofit Series with SCS Managing Director, Frank Iannelli 37:33

7M ago37:33

37:33

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.…

1
WP Educates: Nonprofit Series with CAAS Partner, Irfan Dossani & Managing Director, Natasha Klebba 47:40

8M ago47:40

47:40

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.…

1
CAAS Matters: Data Analytics & Transformation Solutions 16:46

8M ago16:46

16:46

In this episode of our CAAS Matters series, join John Yeager as he sits down with Naveed Salman, Managing Director of our Data Analytics & Transformation Solutions service. Together, they delve into the benefits of embracing cloud-based solutions, empowering organizations to seamlessly close their books, conduct scenario forecasting, and effortless…

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

8M ago40:45

40:45

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.…

1
CAAS Matters: Technology Solutions featuring Natasha Klebba 15:54

8M ago15:54

15:54

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.Whitley Penn

1
WP Educates: WPWealth with Shane Miller, Partner 25:40

9M ago25:40

25:40

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 out and tune …

1
CAAS Matters: Featuring Ashleigh Sutter of Intuit 19:16

9M ago19:16

19:16

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.Whitley Penn

1
WP Cares: Texas Southern Cattle Raisers Association 19:32

9M ago19:32

19:32

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…

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

10M ago21:40

21:40

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. Tune in to…

1
WP Cares: Gladney Center for Adoption 22:16

10M ago22:16

22:16

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://adoptionsby…

1
M&A Strategies with Lindsey Wendler of Dresner Partners 46:44

10M ago46:44

46:44

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.…

1
WP Cares: Moncrief Cancer Institute 20:15

11M ago20:15

20:15

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 Leader for T…

1
WP Educates: Mineral & Asset Management with Jason Fitzgerald, Manager 21:42

12M ago21:42

21:42

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 team brings…

1
M&A Strategies: Investing in a Quality of Earnings 39:42

1y ago39:42

39:42

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. Gain valuable …

1
CAAS Matters: Uncovering Insights & Perspectives featuring Irfan Dossani, Partner-in-Charge of CAAS 19:42

1y ago19:42

19:42

Welcome to the first episode of CAAS Matter series, where we delve into the world of Client Accounting & Advisory Services (CAAS) with our host John Yeager and special guest Irfan Dossani, Partner-in-Charge of Whitley Penn's CAAS group. In this episode, you'll gain valuable insight into the CAAS industry, why it is important, and how it is evolving…

1
Leaning into Your Career with Tabatha Coffey, Tax Partner 24:00

1y ago24:00

24:00

In this episode of the DEVELOP podcast series, Danielle Reynolds and Tabatha Coffey discuss early stages of career, how she has continued to learn and grow through merging firms and the importance of not needing to know it all. The two discuss the value of leaning on others within your team and viewing obstacles as opportunities. Tune in and enjoy!…

1
Do Your Best Every Day with Jackson Jones, Audit Senior Manager 37:34

1y ago37:34

37:34

In this episode of the DEVELOP podcast series, Danielle Reynolds and Jackson Jones discuss career, his recent move to the Permian Basin and advice for those just beginning their careers. Listen now and share with a friend!Whitley Penn

1
WP Educates: Nonprofit Series with Public Sector Audit Partner, Celina Cereceres 39:00

1y ago39:00

39:00

Tune into the first session of our WP Educates Nonprofit Series as Celina Cereceres and Emily Landry discuss frequently asked questions as it relates to Audit in the Nonprofit space. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.Whitley Penn

1
Developing the NextGen-eration of Leaders with Brandon Russ, WPWealth Senior Advisor 20:04

1+ y ago20:04

20:04

In this episode of the DEVELOP podcast series, Danielle Reynolds is joined by Brandon Russ, WPWealth Senior Advisor, to highlight one of the firm’s newest initiatives focused on leadership development for junior employees. The two discuss how Brandon formed The NextGen Council, the importance of professional development for young leaders, mentorshi…

1
Intentional Growth with Aaron Heimbuch, Audit Senior Manager 24:06

1+ y ago24:06

24:06

In this episode of the Develop podcast series, Danielle Reynolds sits down with Aaron Heimbuch to discuss how he has grown as a young leader and where he wants to focus his efforts industry wise. Listen now and let us know what you think!Whitley Penn

1
Embracing New Opportunities with Evan Green, Audit Senior Manager 51:29

2y ago51:29

51:29

In this episode, Danielle Reynolds sits down with Evan Green to discuss his backstory, how to set priorities, who he has modeled his career after, and how to make the most of the new connections you make as your career progresses.Whitley Penn

1
The Value of Maintaining Relationships with Brett Murphy, Audit Partner 51:02

2y ago51:02

51:02

Brett Murphy, Audit Partner, joins Danielle Reynolds on this episode of our DEVELOP leadership series. Brett discusses taking advantage of opportunities in your career path and the value that relationships bring along the way. Listen now and stay tuned for future episodes highlighting our professionals.…

1
Developing a Growth Mindset with Felix Lozano, Chief Growth Officer 44:14

2y ago44:14

44:14

In this recent episode of our DEVELOP series podcast, Danielle Reynolds sits down with Whitley Penn’s Chief Growth Officer, Felix Lozano, to discuss growth strategies and developing a growth mindset. Tune in now and be on the lookout for future episodes highlighting our professionals.Whitley Penn

1
WP Cares: Jamey Ice 36:32

2y ago36:32

36:32

In this episode, Shane Miller, Partner at WPWealth, sits down with Jamey Ice to discuss his journey from leading a band with a record deal, to owning a restaurant, and finally being involved in nonprofit work.Whitley Penn

1
How Can the ERC Help Your Business? 5:51

2y ago5:51

5:51

Chris O'Shell, Strategic Consulting Director at Whitley Penn, sits down to discuss who can benefit from the Employee Retention Credit, how to see if you qualify, and where to look for resources.Whitley Penn

1
Developing a Career-Life Balance with Joe Lavis, Tax Partner 32:40

2y ago32:40

32:40

Our DEVELOP leadership series is back! In this episode, Joe Lavis, Dallas Tax Partner, joins Danielle Reynolds to share his insight on how he has navigated the industry and developed a career-life balance over the years. Tune in now and be on the lookout for future episodes highlighting our professionals.…

1
WP Cares: Helping Restore Ability 36:20

2y ago36:20

36:20

In this episode of WP Cares, Shane Miller, Partner at WPWealth, sits down with the CEO of Helping Restore Ability, Vicki Niedermayer. Together they discuss the goal of HRA, how we can get involved, and the steps we can take to help those around with disabilities. You can visit their website at hratexas.org to learn more.…

1
Myth Busters: Debunking the IRS with Bill Wilson, former IRS Revenue Agent 34:53

2y ago34:53

34:53

Tune in as Tax Senior Managers, Breanna Oakley and Katherine Kirk sit down with Bill Wilson, Tax Director, to debunk common myths relating to the IRS. Prior to working at Whitley Penn, Bill worked with the IRS for 37 years, 26 of which were at the National Office Level.Whitley Penn

1
WP Financial Series: Insurance 20:02

2y ago20:02

20:02

In today's episode, WPWealth Senior Advisor Brandon Russ and WPWealth Director WP Richardson sit down to discuss the value of life insurance policies, how they work, and what to look for in your own insurance.Whitley Penn

1
State of the Economy: 2021 Wrap-Up 27:09

2+ y ago27:09

27:09

In the final episode of the year, Bree Miller and Tom Rein of the WPWealth group sit down to look back at the biggest trends in 2021, what patterns are starting to develop, and what we can expect going into 2022.Kendall Jones

1
The Cyber Guys: Security & Privacy 22:41

2+ y ago22:41

22:41

The Cyber Guys are back with another episode on security & privacy! Be sure to tune in to assure you are doing everything to keep your valuable information secure.Whitley Penn

1
The Cyber Guys: Navigating Cybersecurity Careers 19:51

2+ y ago19:51

19:51

Whitley Penn Talks is back with another episode of The Cyber Guys. John Williamson, RAS Partner, and Jesus Vega, Cybersecurity Managing Director, sit down and discuss the Cybersecurity industry and the career opportunities within it.Whitley Penn

1
Energy Executive Profile #12: Jamie Liang, Blackbuck Resources 54:28

2+ y ago54:28

54:28

In this episode, Nathen McEown, Audit Partner and Partner in Charge of the Houston office, sits down with Jamie Liang, Chief Financial Officer at Blackbuck Resources to learn more about Jamie, his career and family life. Jamie touches on the challenges and triumphs so far with Blackbuck Resources, which is a water midstream services company operati…

1
The Cyber Guys: Social Engineering and Phishing 16:15

2+ y ago16:15

16:15

Whitley Penn Talks is back with another episode of The Cyber Guys. John Williamson, RAS Partner, and Jesus Vega, RAS Senior Manager, kick off Cybersecurity Month with insight to social engineering and phishing.Whitley Penn

1
Making Your Career Count with Cole Elliot, Tax Senior Manager 38:46

2+ y ago38:46

38:46

In this episode of the DEVELOP series, Danielle Reynolds sits down with Cole Elliot, Tax Senior Manager in our Dallas office. Cole shares his practical insights to making your career count, tips on developing as a young professional and advice to maintain a healthy work life balance. Listen now and stay tuned for new episodes highlighting our profe…

1
ESG Investing 41:12

2+ y ago41:12

41:12

In this episode, Shane Miller, Partner at WPWealth, and Bill Weston, WPWealth Senior Manager, sit down with Isabelle Williams, an investment strategist at Dimensional Fund Advisors. Together, they sit down to discuss Environmental, Social, and Governance information about publicly traded companies and how that may impact your investing decisions.…

1
Start Now, Success Later: Estate Law 20:22

2+ y ago20:22

20:22

WPWealth is back with another episode of the series, Start Now, Success Later! WPWealth Senior Advisor Brandon Russ is speaking with Ryan Heath from Baker Heath, PLLC on the estate planning guidelines for young professionals and the importance of taking these next steps.Whitley Penn

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