Whitley Penn Talks

Whitley Penn Talks

Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- 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

April 4, 2024 16 mins

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 to stay tuned for upcoming episodes filled with insightful content!

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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 unified data across their organization. Tune in to discover how data integration can...

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March 4, 2024 22 mins

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. 

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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!

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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!

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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 now and stay tuned for future episodes highlighting our team of professionals.

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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 tuned!

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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 tuned for future episodes with more of our talented professionals.

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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 & Transformation Solutions can help. Tune in to learn more and click here to register ...

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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.

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November 6, 2023 15 mins

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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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. 

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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. 

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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. 

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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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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 effortlessly navigate budget cycles, all with remarkable efficiency and integration. Listen...

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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. 

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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.

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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 in now to uncover more!

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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.

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