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
153 episodes
Whitley Penn Talks: Nonprofits in the Current Economic Environment
In this episode, host Kendall Jones is joined by Emily Landry from Whitley Penn, along with Jennifer Treviño, Executive Director of Le...
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Season 7
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Episode 19
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37:24
Whitley Penn Talks: Texas Senate Bill 262 & 522
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 Texa...
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Season 7
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Episode 18
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27:11
Whitley Penn Talks: Growing a Faith-Oriented Community in West Texas
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 ...
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Season 7
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Episode 17
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27:58
Whitley Penn Talks: REGULATION ALERT - 2025 Tax Updates
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 i...
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Season 7
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Episode 16
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20:30
Whitley Penn Talks: Reducing Overhead Expenses for Nonprofits in Your Community
In this episode, we sit down with Autumn Vest, Executive Director of Midland Shared Spaces (MSS), to learn the story behind how this dynamic or...
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Season 7
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Episode 15
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26:41
Whitley Penn Talks: Advancing Women in Commercial Real Estate
In this episode, we sit down with Cassie Walker, President of CREW Fort Worth, to explore how this dynamic organization is empow...
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Season 7
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Episode 14
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18:53
Whitley Penn Talks: 2025 Transparency Act
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 ...
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Season 7
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Episode 13
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25:56
Whitley Penn Talks: Tariffs and Market Updates
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 actionab...
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Season 7
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Episode 12
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26:00
Whitley Penn Cares Featuring the Permian Strategic Partnership
Join host Catherine Speer for a quick 10-minute episode as she chats with Morgan Hebert, Director of Operations at the
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Season 7
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Episode 11
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10:10
Solving Technology Challenges in Family Offices with Raymond Dinunzio
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 ...
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Season 7
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Episode 10
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43:21
Family Office Insights and Solutions with Raymond Dinunzio
Join John Yeager of Whitley Penn as he continues the family office series with special guest, Raymond Dinunzio from
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Season 7
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Episode 9
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33:01
Whitley Penn Cares featuring American Warrior Association
Join host Emily Landry, as she talks with Anna Heil, Managing Director of the American War...
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Season 7
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Episode 8
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18:27
Whitley Penn Cares featuring Camp Thurman
Join host Emily Landry as she sits down with Courtney Kaiser, the Executive Director of Camp Thurman
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Season 7
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Episode 7
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18:57
Make Your Data Work for Your Family Office Without Breaking the Bank
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
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Season 7
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Episode 6
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27:33
A Guide to Mineral Management for Family Offices
In this 23-minute episode, John Yeager and Buffie Campbell of Whitley Penn dive into th...
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Season 7
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Episode 5
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23:11
How St. Jude is Changing Childhood Cancer Care
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
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Season 7
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Episode 4
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18:15
The Future of Family Office Technology
Join host John Yeager in this engaging 43-minute episode as we dive into the evolution of family office technology with returning guests
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Season 7
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Episode 3
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43:19
Navigating Family Office Strategies: Insourcing vs. Outsourcing
In this 28-minute episode, John Yeager of Whitley Penn is joined by Susan McDermott...
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Season 7
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Episode 2
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28:43
Fund Administration Unveiled: Insights with Industry Leader, Katie Peck
In this 24-minute episode, join host Danielle Reynolds and Fund Administration leader
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Season 7
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Episode 1
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24:21
Navigating Mineral Ownership: Strategies for Asset Management featuring Buffie Campbell
In this 32-minute episode, join host Danielle Reynolds and Mineral and Asset Management Senior Manager,
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Season 6
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Episode 21
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32:11
Exploring the Evolution of Family Offices: Insights from Industry Leaders | CAAS Matters
In this 22-minute episode, hear from John Yeager of Whitley Penn, Susan McDermott of Addepar,
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Season 6
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Episode 19
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22:04
What is a Family Office? Featuring Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario | CAAS Matters
In this 23-minute episode, hear from John Yeager of Whitley Penn, Susan McDermott of Addepar,
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Season 6
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Episode 18
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23:02
Unlocking Business Insights with Custom Data Products and Strategies | Develop
In this 20-minute episode, join Danielle Reynolds, Business Development Manager, as she engages with Jake Baine, Client Accou...
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Season 6
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Episode 17
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20:16
Outsourced Accounting: Elevating Your Internal Processes | Develop
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’...
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Season 6
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Episode 16
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33:21