Whitley Penn Talks
Welcome to Whitley Penn Talks where we give you valuable insights to help you make confident, informed decisions and move your business forward. At Whitley Penn, we serve as the nation's 34th largest full service public accounting firm, headquartered at the heart of Fort Worth, Texas. In 2019, we started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. Since then, our content has grown and changed, just like us. Now, we aim to give you valuable thought leadership on trending topics and current events effecting global business services to positively impact our listeners personal and professional lives. DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject matter discussed during this podcast. The statutes, authorities, and other laws cited in this podcast are subject to change. This podcast and related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.
Episodes
In this episode, host Kendall Jones is joined by Emily Landry from Whitley Penn, along with Jennifer Treviño, Executive Director of Leadership Fort Worth, to explore the current economic climate and its impact on the nonprofit sector.
Together, they discuss the mission behind Whitley Penn’s upcoming Nonprofit Conference in Fort Worth, the leadership programs shaping future changemakers, and the trends influencing the futu...
In this episode, Kendall Jones is joined by Katherine Kirk and Texas State Representative Brooks Landgraf to discuss Texas Senate Bill 262 and 522, two recent legislative efforts aimed at modernizing CPA standards and improving mobility in Texas. Listeners will gain valuable insights and practical perspectives on how young accounting professionals can adapt to these changes and how firms are positioning for long-term suc...
In this episode, we sit down with Kelly Carroll, ESL Coordinator at Stonegate Fellowship Church, to learn the story behind Stonegate’s mission to empower their community through faith and education. Kelly shares her passion for Stonegate’s ESL program and how it has helped unite the community of Midland and given individuals the confidence to pursue new opportunities. This conversation highlights how Stonegate is nurturi...
In this episode, Kendall Jones is joined by Jon Karp and Kristen Sayegh to discuss the tax updates under the new administration, status of the Big Beautiful Bill, and their impact on individuals and organizations. Listeners will gain valuable insights and practical advice on navigating these changes when the senate decides what will happen to the bill, and ensuring your organization is well-prepared for the future.
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In this episode, we sit down with Autumn Vest, Executive Director of Midland Shared Spaces (MSS), to learn the story behind how this dynamic organization has been powering nonprofits since 2014.This special non-profit focused episode is guest hosted by Evan Green as a continuance of our legacy Whitley Penn Cares podcast series. In this episode, we hear about Autumn’s early passion for service to housing 12+ orgs with ful...
In this episode, we sit down with Cassie Walker, President of CREW Fort Worth, to explore how this dynamic organization is empowering women in commercial real estate. Hosted by Emily Landry, this conversation dives into Cassie’s journey to CREW, the organization’s 40-year history, and the strategic vision shaping its future. Whether you're new to the corporate real estate industry or looking to expand your network, ...
In this episode, we jump into the recent updates around the Health Care PRICE Transparency Act bill that provides statutory authority for requirements for hospitals and health insurance plans to disclose certain information about the costs for items and services. Our guests, Jolee Patnaude and Jon Karp join together to keep you informed what this bill means for hospitals as well as individuals with healthcare insurance a...
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 episode, we dive into the latest stock market updates and analyze recent trends tha...
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 communities. Tune in to learn how PSP is making a difference in the 22 counties of the ...
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 don't achieve the desired results with technology and the common pitfalls they ...
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 opportunities in the family office sector, highlighting that there is no one-size-fits-all...
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 R3 initiative (Respond, Restore, Resolve) setting a new standard of care for first...
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 fun stories and memorable moments. We'll also explore the future of Camp Thurma...
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, vendor accountability, and proactive management.
Greg shares a case study on metrics and ho...
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, we’ll learn about the various rights involved in mineral management and how family offi...
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.
Host Emily Landry, Kristen, and Tabatha Gonzalez-Olaechea of St. Jude discusses the upcom...
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 and data health, exploring the pros and cons of all-in-one suites versus best-in-clas...
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 adapted their hybrid insourcing and outsourcing strategies as they scale and examine the cu...
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.
Discover why there is no one-size-fits-all approach to fund administration and learn a...
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 current liabilities into assets, and the need for ownership clarity in Texas over the ...
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