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
142 episodes
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
WP Cares: Featuring the Amon G. Carter Jr, Downtown YMCA
In this 15 minute episode, Emily Landry is back for another episode of WP Cares featuring the Amon G. Carter Jr, Downtown YMCA.
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Season 6
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Episode 15
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16:06
Tech-Driven Growth: Whitley Penn’s Strategic Use of Suralink and Technology
In this 55-minute episode, join Andy Hines, Audit Partner at Whitley Penn, and Legend Lee Chip Sao, Senior Customer Service Manager at
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Season 6
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Episode 14
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55:03
A Check-Up into the Healthcare Industry with Aaron Heimbuch and Kevin McGowan
In this 27 minute episode of our Develop podcast series, Danielle Reynolds, Business Development Manager, is joined by Aaron ...
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Season 6
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Episode 13
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27:50
WP Cares: Featuring the TXCPA Fort Worth Chapter
Tune into this 15 minute episode of our WP Cares podcast series with Partner Emily Landry. Emily is joined by Jennifer Davi...
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Season 6
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Episode 12
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15:37
CAAS Matters: Featuring Ashley Edwards of Insperity
In this 24-minute episode of our CAAS Matters podcast series, we welcome Ashley Edwards from Insperity alongside host
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Season 6
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Episode 11
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24:04
WP Cares: Featuring the Fort Worth Museum of Science and History
In this 14-minute episode of our WP Cares series, Emily Landry is joined by Regina Faden, President of the
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Season 6
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Episode 10
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14:25
Featuring the North Texas Community Foundation
In this 27-minute episode of our WP Cares series, Emily Landry sits down with Rose Bradshaw, the CEO & President of
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Season 6
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Episode 9
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27:10
Fueling Efficiency with MineralWare
In this 26 minute episode, Jason Fitzgerald, Mineral Assets Manager, is joined by Sam Katigan, Vice President of Uniq...
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Season 6
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Episode 8
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26:47
Bridging the Gap Between Education & Employment in Tarrant County
In this 13-minute episode of our WP Cares podcast series, Emily Landry is joined by Natalie Young Williams, Executive Director of Tarrant To & Thro...
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Season 6
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Episode 7
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13:01
CAAS Matters: Unlocking The Power of Data and Insights
In this 18 minute episode of our CAAS Matters podcast series, John Yeager is joined by Jake Baine
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Season 6
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Episode 6
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18:09