Whitley Penn

Whitley Penn Talks

Business EN ↓ 185 episodes

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 po...

Be sure to visit the podcast's website and support the creator: www.whitleypenn.com

Author

Whitley Penn

Category

Business

Podcast website

www.whitleypenn.com

Latest episode

Nov 5, 2026

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Episodes

Whitley Penn Talks: A Crude Bit of Humor - AI Gets Its Hands Dirty in Energy PT.1 13.11.2025

Message us! Artificial Intelligence (AI) is no longer a distant concept. It’s starting to reshape entire industries. In this episode of our series ‘A Crude Bit of Humor’, we dive into how AI is influencing the energy sector, workforce dynamics, and business strategy. Hosted by Kendall Neukomm with guests Buffy Campbell, Coby Nathanson, and Jeff Chambers, CEO of MineralAnswers.com , this conversati...

Whitley Penn Talks: Inside the Whitley Penn Philanthropic Fund 23.10.2025

Message us! In this special announcement episode, host Kendall Jones Neukomm is joined by Toby Cotton and Emily Landry to explore the heart behind the Whitley Penn Philanthropic Fund. From its founding vision to the impact of its first grant cycle, the conversation highlights how Whitley Penn employees and partners are coming together to serve communities across Texas. Emily shares stories from th...

Whitley Penn Talks: Updates on Rates, Tariffs, & the Dollar in a Shifting Economy 16.10.2025

Message us! Check out Part 1 here: https://youtu.be/bFeOW8FSZGg In this episode, host Kendall Neukomm reconnects with the WPWealth team, this time bringing on managers Brandon Russ and Tyler Ayres for a thoughtful conversation on the evolving financial landscape. Building on her discussion with WPWealth Partners, Bill Weston and Shane Miller in April, the trio explores how recent developments in s...

Whitley Penn Talks: The Untold Stories of Austin's Rescued Residents 09.10.2025

Message us! In this episode, host Emily Landry chats with Chris Fuller-Wigg, Co-founder of Austin Farm Sanctuary, about how rescuing two goats turned into a full-blown mission to save farm animals across the country. Chris shares heartwarming (and sometimes hilarious) stories of the animals they’ve saved, the wild ride of running a nonprofit, and how the sanctuary is helping people see animals in...

Whitley Penn Talks: What's Hot in Energy M&A 02.10.2025

Message us! In this debut episode of 'A Crude Bit of Humor', host Kendall Jones Neukomm kicks off a new energy-focused short series with guests Buffie Campbell, Advisory Managing Director of Mineral Management, and Coby Nathanson, Advisory Senior Manager of Land Administration. Together, they dive into the dynamic world of oil, gas, and mineral rights with wit, insight, and a few unexpec...

Whitley Penn Talks: Universities React to Texas Senate Bill 262  25.09.2025

Message us! Are you a student planning to become a CPA? An educator shaping tomorrow’s accounting leaders? Or a professional navigating a shifting talent landscape? What if the rules just changed and your journey, your curriculum, or your hiring strategy could look completely different? In this episode of Whitley Penn Talks , host Kendall Jones Neukomm is joined by Valerie King , Associate Directo...

Whitley Penn Talks: Building a Nonprofit Legacy with Jason Ray, CEO of Clayton Youth 11.09.2025

Message us! Nonprofits today face growing challenges, from funding uncertainty and increased competition with for-profit providers to shifting school demographics and economic pressures. In this episode of Whitley Penn Talks , host Emily Landry speaks with Jason Ray, CEO of Clayton Youth Enrichment, about how the organization is navigating these changes while continuing to serve thousands of child...

Whitley Penn Talks: What Texas Senate Bill 2610 Means for Small Businesses 04.09.2025

Message us! In this episode, host Kendall Jones-Neukomm is joined by risk advisory and cybersecurity professionals Jesus Vega and John Williamson to break down Texas Senate Bill 2610, a transformative new law that introduces a “safe harbor” for small and mid-sized businesses in the event of a data breach. With Texas SB 2610 taking effect on September 1, 2025, this conversation explores how busines...

Whitley Penn Talks: Nonprofits in the Current Economic Environment 31.07.2025

Message us! 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 changemaker...

Whitley Penn Talks: Texas Senate Bill 262 & 522 17.07.2025

Message us! 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 fir...

Whitley Penn Talks: Growing a Faith-Oriented Community in West Texas 26.06.2025

Message us! 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...

Whitley Penn Talks: REGULATION ALERT - 2025 Tax Updates 20.06.2025

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...

Whitley Penn Talks: Reducing Overhead Expenses for Nonprofits in Your Community 12.06.2025

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...

Whitley Penn Talks: Advancing Women in Commercial Real Estate 29.05.2025

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...

Whitley Penn Talks: 2025 Transparency Act 22.05.2025

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...

Whitley Penn Cares Featuring the Permian Strategic Partnership 03.04.2025

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...

Solving Technology Challenges in Family Offices with Raymond Dinunzio 27.03.2025

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...

Family Office Insights and Solutions with Raymond Dinunzio 13.03.2025

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...

Whitley Penn Cares featuring American Warrior Association 06.03.2025

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...

Whitley Penn Cares featuring Camp Thurman 27.02.2025

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...

Make Your Data Work for Your Family Office Without Breaking the Bank 20.02.2025

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...

A Guide to Mineral Management for Family Offices 06.02.2025

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...

How St. Jude is Changing Childhood Cancer Care 30.01.2025

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...

The Future of Family Office Technology 23.01.2025

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...

Navigating Family Office Strategies: Insourcing vs. Outsourcing 09.01.2025

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...

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