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
Reflections, Sustainable Growth and What’s Ahead with Felix Lozano, Chief Growth Officer
Join Danielle Reynolds in this recent episode of our DEVELOP series as she sits down with Felix Lozano, Chief Growth Officer at Whitley Penn. Together, they discuss Felix’s remarkable care…
CAAS Matters: Featuring John Russo of Sage Intacct
In this episode of our CAAS Matters series, John Yeager is joined by John Russo from Sage Intacct. The two discuss business insights into CAAS practices, benefits of cloud technology, and …
WP Cares: Carter BloodCare
Tune into the latest episode of our WP Cares podcast series, where Emily Landry sits down with Dr. Frances Compton, Medical Director of Patient Services at Carter BloodCare. They discuss C…
WP Educates: Nonprofit Series with Nonprofit Industry Leader, Emily Landry
Tune into this episode of our WP Educates Nonprofit Series as Emily Landry and Curtis Maxfield discuss frequently asked questions as it relates to Tax Services in the Nonprofit space.
Looki…
WP Educates: Nonprofit Series with RAS Partner, John Williamson
Tune into this episode of our WP Educates Nonprofit Series as John Williamson and Emily Landry discuss frequently asked questions as it relates to Risk Advisory Services in the Nonprofit s…
WP Educates: Nonprofit Series with SCS Managing Director, Frank Iannelli
Tune into this episode of our WP Educates Nonprofit Series as Frank Iannelli and Emily Landry discuss frequently asked questions as it relates to Strategic Consulting Services in the Nonpr…
WP Educates: Nonprofit Series with CAAS Partner, Irfan Dossani & Managing Director, Natasha Klebba
Tune into this episode of our WP Educates Nonprofit Series as Irfan Dossani, Natasha Klebba and Emily Landry discuss frequently asked questions as it relates to Client Accounting & Advisor…
WP Educates: Nonprofit Series with WPWealth Partner, Shane Miller
Tune into this episode of our WP Educates Nonprofit Series as Shane Miller and Emily Landry discuss frequently asked questions as it relates to Wealth Management in the Nonprofit space.
Loo…
CAAS Matters: Technology Solutions featuring Natasha Klebba
Join us for this exciting episode of our CAAS Matters series as Managing Directors, John Yeager and Natasha Klebba discuss the cutting-edge technology solutions transforming the CAAS indus…
WP Educates: WPWealth with Shane Miller, Partner
Join Danielle Reynolds and Shane Miller, WPWealth Partner, as they discuss the benefits of our wealth management group and highlight solutions and opportunities that our team of dedicated …
CAAS Matters: Featuring Ashleigh Sutter of Intuit
Don't miss out on the newest episode of CAAS Matters, featuring John Yeager and Ashleigh Sutter from Intuit. They discuss key issues facing small and medium size businesses and how CAAS pr…
WP Cares: Texas Southern Cattle Raisers Association
Tune into the latest episode of our WP Cares podcast series, where Emily Landry and Jason Skaggs, President & CEO of the Texas Southern Cattle Raisers Association (TSCRA), delve into excit…
CAAS Matters: Featuring Kalil Merhib of CPA.com
Check out the latest episode of CAAS Matters, featuring John Yeager and Kalil Merhib, Executive Vice President, Growth & Professional Services of CPA.com. They discuss what CPA.com has to …
WP Cares: Gladney Center for Adoption
Join Emily Landry, Griff Babb, and Mark Melson (President & CEO of Gladney Center for Adoption) in a new episode of our WP Cares podcast series as they discuss the mission behind the organ…
M&A Strategies with Lindsey Wendler of Dresner Partners
Join Daniel Boarder and Lindsey Wendler, Managing Director at Dresner Partners, as they delve into the complexities of mergers and acquisitions. Discover the roles and value they bring to …
WP Cares: Moncrief Cancer Institute
Join Emily Landry and Gloria Moncrief Holmsten (Moncrief Cancer Foundation) in a new episode of our WPCares podcast series as they discuss the importance of cancer prevention and screening…
WP Educates: Mineral & Asset Management with Jason Fitzgerald, Manager
Join Danielle Reynolds and Jason Fitzgerald in the first episode of our WP Educates podcast series as they explore the exciting world and service line of Mineral and Asset Management. Whit…
M&A Strategies: Investing in a Quality of Earnings
In this first episode of the M&A Strategies series, you’ll hear from Daniel Boarder, Transaction Advisory Services (TAS) Partner, Shaun Buckley, Transaction Advisory Services (TAS) Managin…
CAAS Matters: Uncovering Insights & Perspectives featuring Irfan Dossani, Partner-in-Charge of CAAS
Welcome to the first episode of CAAS Matter series, where we delve into the world of Client Accounting & Advisory Services (CAAS) with our host John Yeager and special guest Irfan Dossani,…
Leaning into Your Career with Tabatha Coffey, Tax Partner
In this episode of the DEVELOP podcast series, Danielle Reynolds and Tabatha Coffey discuss early stages of career, how she has continued to learn and grow through merging firms and the im…