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.
- Update frequency
- every 13 days
- Average duration
- 30 minutes
- Episodes
- 154
- Years Active
- 2019 - 2025
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, Buffie Campbell, as they explore the importance of having a knowledgeable team manag…
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, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. The…
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, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. Thi…
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 Accounting and Advisory (CAAS) Data Analytics Senior Manager. Togeth…
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…
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. Paul Russell, Executive Director, joins Emily as they discus…
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 Suralink, as they explore how Whitley Penn is leverag…
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 Heimbuch, Audit Senior Manager, and Kevin McGowan, Tax Senior M…
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 Davis, Executive Director of the Fort Worth Chapter of the Texas Soci…
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 John Yeager. Together, they discuss the world of Human Resources (HR),…
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 Fort Worth Museum of Science and History. Regina enlightens us about the museum's…
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 North Texas Community Foundation. They discuss the Foundation's role in …
Fueling Efficiency with MineralWare
In this 26 minute episode, Jason Fitzgerald, Mineral Assets Manager, is joined by Sam Katigan, Vice President of Unique Assets at MineralWare, to discover how MineralWare transforms the oi…
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 & Through (T3) Partnership. Together, they expl…
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, CAAS Oil & Gas - Data Products & Strategy Senior Manager. The two discuss the significanc…
CAAS Matters: Transaction Quarterback Gameplan
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 Quarterb…
WP Cares: The Fort Worth Report
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 u…
Whitley Penn’s Expansion into San Antonio
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, Pr…
CAAS Matters: Controllership & Interim Advisory
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 …
Insights into Growth Strategies with Nathen McEown, Chief Growth Officer
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. G…