Whitley Penn Talks

Message us! 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...

Message us! 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...

Message us! 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 industr...

Message us! 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 ind...

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 communities. Tune in to learn how PSP is making a...

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 don't achieve the desired results with techn...

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 opportunities in the family office sector, highlighting...

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 R3 initiative (Respond, Restore, Resolve) s...

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 fun stories and memorable moments. We'll...

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, vendor accountability, and proactive management. Greg...

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, we’ll learn about the various rights involved in m...

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. Host Emily Landry , Kristen, and Tabatha Gonzalez-O...

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 and data health, exploring the pros and cons of a...

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 adapted their hybrid insourcing and outsourcing strat...

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. Discover why there is no one-size-fits-all approa...

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 current liabilities into assets, and the need fo...

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% of family offices are created and why families oft...

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 basics, explaining what a family office is and introdu...

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 how key metrics vary from business to business...

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 Manager, as she sits down with Tim Sims , Client Acc...

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 inbox! Follow Whitley Penn on LinkedIn ,...

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 shifts and driving efficiency with new technolog...

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 crucial audit and tax challenges that healthcare...

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 the organization. Listen in and stay tuned for...

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 other vital topics. Don't miss out on this oppor...