Whitley Penn Talks
141 episodes - English - Latest episode: 5 days ago - ★★★★★ - 23 ratingsWhitley 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.
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Episodes
Bridging the Gap Between Education & Employment in Tarrant County
April 25, 2024 13:00 - 13 minutes - 8.97 MBIn 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 explore the various aspects of T3’s impactful work in Tarrant County that helps turn students’ dreams into tangible realities. Learn about the growth of this organization since its founding four years ago and the ways you can become involved in their efforts. Tune in to hear the inspiring story of T3 and their ...
CAAS Matters: Unlocking The Power of Data and Insights
April 18, 2024 13:00 - 18 minutes - 12.5 MBIn 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 significance of data-driven strategies and actionable insights in driving innovation and optimizing operations to transform businesses, industries, and society. Discover how leveraging data can unlock success and revolutionize your businesses’ approach in the digital era. Tune in to learn more about the power of data-...
CAAS Matters: Transaction Quarterback Gameplan
April 04, 2024 13:00 - 16 minutes - 11.3 MBIn 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 Quarterback (TQB) Group at Whitley Penn. Listen in to hear discussion on business entries, exit transactions, and valuable strategies for selling your business. Be sure to stay tuned for upcoming episodes filled with insightful content!
CAAS Matters: Data Integration Insights From a Client’s Journey
March 21, 2024 13:00 - 23 minutes - 16.1 MBIn this episode, of our CAAS Matters podcast series, Rajesh Yennam, Data Analytics & Transformation Solutions Director, is joined by Kenn Ruether of Oldcastle BuildingEnvelope (OBE). The two discuss the benefits, challenges, and impact of adopting data integration practices. Kenn shares valuable advice for anyone seeking to harness the power of unified data across their organization. Tune in to discover how data integration can transform your business!
WP Cares: The Fort Worth Report
March 04, 2024 14:00 - 22 minutes - 15.7 MBIn 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 uncover the rich history behind the Fort Worth Report. Listen in and stay tuned for future episodes in our WP Cares series.
Whitley Penn’s Expansion into San Antonio
February 01, 2024 06:00 - 7 minutes - 5.06 MBOur 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, President/Publisher, The Dallas Business Journal, to discuss the strategy behind this move and the opportunities ahead for the firm. Tune in to learn more!
CAAS Matters: Controllership & Interim Advisory
January 25, 2024 06:00 - 18 minutes - 12.9 MBIn 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 to run their businesses more efficiently, make faster decisions, and stay ahead in a competitive landscape. Tune in and be on the lookout for more episodes!
Insights into Growth Strategies with Nathen McEown, Chief Growth Officer
January 09, 2024 06:00 - 21 minutes - 14.8 MBJoin 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. Gain insights into effective Business Development strategies, cross-selling efforts, and explore the meaning of having a growth mindset. Don't miss out - tune in now and stay tuned for future episodes highlighting our team of professionals.
CAAS Matters: Featuring Jon Sykora of Trintech
December 15, 2023 06:00 - 17 minutes - 12.2 MBJoin John Yeager and Jon Sykora, Partner Enablement Director at Trintech, in this episode of our CAAS Matters series. Together, they dive into the complexities of the close and consolidation processes, uncovering best practices and exploring the implementation of a cutting-edge solution like Adra by Trintech. Don't miss out on future episodes, stay tuned!
Reflections, Sustainable Growth and What’s Ahead with Felix Lozano, Chief Growth Officer
December 06, 2023 06:00 - 23 minutes - 16.1 MBJoin 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 career, the impact he has made at Whitley Penn and the balance of driving the firm’s long-term sustainable growth. Don't miss out on this insightful episode and stay tuned for future episodes with more of our talented professionals.
CAAS Matters: Is Your Legacy EPM Holding You Back?
November 28, 2023 06:00 - 10 minutes - 7.25 MBAre on-premises systems and/or legacy EPM’s like Oracle, SAP, Anaplan, Hyperion holding you back from modernizing the office of finance? Hear from Naveed Salman, Managing Director, on why it may be time for a cloud-based software migration, and how OneStream’s corporate performance management platform paired with Whitley Penn’s Data Analytics & Transformation Solutions can help. Tune in to learn more and click here to register for our webinar on December 12, 2023.
CAAS Matters: Featuring John Russo of Sage Intacct
November 08, 2023 06:00 - 14 minutes - 10.3 MBIn 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 how Sage Intacct can automate general ledge accounting. Tune in and be on the lookout for more episodes in this series.
WP Cares: Carter BloodCare
November 06, 2023 06:00 - 15 minutes - 10.5 MBTune 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 Carter BloodCare's history and mission and explore the steps you can take to give the lifesaving gift of blood. Visit carterbloodcare.org to learn more.
WP Educates: Nonprofit Series with Nonprofit Industry Leader, Emily Landry
September 19, 2023 05:00 - 40 minutes - 27.5 MBTune 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. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.
WP Educates: Nonprofit Series with RAS Partner, John Williamson
September 12, 2023 05:00 - 42 minutes - 29.1 MBTune 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 space. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.
WP Educates: Nonprofit Series with SCS Managing Director, Frank Iannelli
September 07, 2023 05:00 - 37 minutes - 25.8 MBTune 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 Nonprofit space. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.
WP Educates: Nonprofit Series with CAAS Partner, Irfan Dossani & Managing Director, Natasha Klebba
August 29, 2023 05:00 - 47 minutes - 32.8 MBTune 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 & Advisory Services in the Nonprofit space. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.
CAAS Matters: Data Analytics & Transformation Solutions
August 24, 2023 05:00 - 16 minutes - 11.5 MBIn this episode of our CAAS Matters series, join John Yeager as he sits down with Naveed Salman, Managing Director of our Data Analytics & Transformation Solutions service. Together, they delve into the benefits of embracing cloud-based solutions, empowering organizations to seamlessly close their books, conduct scenario forecasting, and effortlessly navigate budget cycles, all with remarkable efficiency and integration. Listen in and be on the lookout for future episodes!
WP Educates: Nonprofit Series with WPWealth Partner, Shane Miller
August 16, 2023 21:00 - 40 minutes - 28 MBTune 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. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.
CAAS Matters: Technology Solutions featuring Natasha Klebba
August 10, 2023 05:00 - 15 minutes - 11 MBJoin 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 industry. Gain valuable insights and stay tuned for more upcoming episodes.
WP Educates: WPWealth with Shane Miller, Partner
August 01, 2023 13:00 - 25 minutes - 17.7 MBJoin 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 professionals deliver. This episode provides an inside look into the value this team brings, and the diverse range of clients they serve. Don't miss out and tune in now to uncover more!
CAAS Matters: Featuring Ashleigh Sutter of Intuit
July 13, 2023 05:00 - 19 minutes - 13.3 MBDon'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 practices can help. Stay tuned for more exciting episodes to come.
WP Cares: Texas Southern Cattle Raisers Association
July 11, 2023 14:00 - 19 minutes - 13.5 MBTune 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 exciting upcoming events and ways to actively engage with the organization. To learn more about the TSCRA, visit: www.tscra.org
CAAS Matters: Featuring Kalil Merhib of CPA.com
June 29, 2023 05:00 - 21 minutes - 14.9 MBCheck 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 offer and how they enable firms to establish, optimize and transform client advisory services to deliver business insights to today's business leaders. Tune in to learn more!
WP Cares: Gladney Center for Adoption
June 15, 2023 13:00 - 22 minutes - 15.3 MBJoin 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 organization and how they provide resources and support to adoptive families. For more information about Gladney Center for Adoption, please visit: https://adoptionsbygladney.com.
M&A Strategies with Lindsey Wendler of Dresner Partners
June 08, 2023 13:00 - 46 minutes - 32.1 MBJoin 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 their clients during the transition phase. Don't miss out on this episode and stay tuned for more insightful discussions in our M&A Strategies series.
WP Cares: Moncrief Cancer Institute
May 11, 2023 11:00 - 20 minutes - 13.9 MBJoin 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 screenings, early detection, and the resources available to the community through Moncrief Cancer Institute. Emily Landry is Whitley Penn’s Nonprofit Industry Leader for Tax and Client Accounting & Advisory Services, and works closely with Moncrief Cancer Institute. As part of her work, Emily learns about the incred...
WP Educates: Mineral & Asset Management with Jason Fitzgerald, Manager
April 19, 2023 12:00 - 21 minutes - 14.9 MBJoin 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. Whitley Penn offers a range of innovative solutions and opportunities for our clients, and this episode provides an insightful glimpse into the value this team brings and the types of owners they work with. Tune in to discover more!
M&A Strategies: Investing in a Quality of Earnings
April 13, 2023 13:00 - 39 minutes - 27.3 MBIn 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) Managing Director and Frank Iannelli, Strategic Consulting Services (SCS) Managing Director as the three discuss the crucial topic of Quality of Earnings. Gain valuable insights as they shed light on the impact of this concept on business owners, and how to effectively manage potential risks while strategizing for...
CAAS Matters: Uncovering Insights & Perspectives featuring Irfan Dossani, Partner-in-Charge of CAAS
April 05, 2023 11:00 - 19 minutes - 13.6 MBWelcome 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, Partner-in-Charge of Whitley Penn's CAAS group. In this episode, you'll gain valuable insight into the CAAS industry, why it is important, and how it is evolving to meet the needs of businesses today. As you listen, you'll discover how CAAS can help your business grow and thrive and gain a deeper understan...
Leaning into Your Career with Tabatha Coffey, Tax Partner
March 07, 2023 19:00 - 24 minutes - 16.5 MBIn 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 importance of not needing to know it all. The two discuss the value of leaning on others within your team and viewing obstacles as opportunities. Tune in and enjoy!
Do Your Best Every Day with Jackson Jones, Audit Senior Manager
February 20, 2023 14:00 - 37 minutes - 25.8 MBIn this episode of the DEVELOP podcast series, Danielle Reynolds and Jackson Jones discuss career, his recent move to the Permian Basin and advice for those just beginning their careers. Listen now and share with a friend!
WP Educates – Nonprofit Series with Public Sector Audit Partner, Celina Cereceres
February 03, 2023 21:00 - 39 minutes - 26.8 MBTune into the first session of our WP Educates Nonprofit Series as Celina Cereceres and Emily Landry discuss frequently asked questions as it relates to Audit in the Nonprofit Space. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager here: https://meetings.hubspot.com/danielle-reynolds/zoom-meetings-clone
WP Educates: Nonprofit Series with Public Sector Audit Partner, Celina Cereceres
February 03, 2023 21:00 - 39 minutes - 26.8 MBTune into the first session of our WP Educates Nonprofit Series as Celina Cereceres and Emily Landry discuss frequently asked questions as it relates to Audit in the Nonprofit space. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.
Developing the NextGen-eration of Leaders with Brandon Russ, WPWealth Senior Advisor
January 10, 2023 17:00 - 20 minutes - 13.8 MBIn this episode of the DEVELOP podcast series, Danielle Reynolds is joined by Brandon Russ, WPWealth Senior Advisor, to highlight one of the firm’s newest initiatives focused on leadership development for junior employees. The two discuss how Brandon formed The NextGen Council, the importance of professional development for young leaders, mentorship and initiatives the council will be focusing on. Tune in and share with a friend!
Intentional Growth with Aaron Heimbuch, Audit Senior Manager
August 25, 2022 19:00 - 24 minutes - 16.6 MBIn this episode of the Develop podcast series, Danielle Reynolds sits down with Aaron Heimbuch to discuss how he has grown as a young leader and where he wants to focus his efforts industry wise. Listen now and let us know what you think!
Embracing New Opportunities with Evan Green, Audit Senior Manager
June 23, 2022 15:00 - 51 minutes - 35.4 MBIn this episode, Danielle Reynolds sits down with Evan Green to discuss his backstory, how to set priorities, who he has modeled his career after, and how to make the most of the new connections you make as your career progresses.
The Value of Maintaining Relationships with Brett Murphy, Audit Partner
May 03, 2022 16:00 - 51 minutes - 35.1 MBBrett Murphy, Audit Partner, joins Danielle Reynolds on this episode of our DEVELOP leadership series. Brett discusses taking advantage of opportunities in your career path and the value that relationships bring along the way. Listen now and stay tuned for future episodes highlighting our professionals.
Developing a Growth Mindset with Felix Lozano, Chief Growth Officer
April 21, 2022 05:00 - 44 minutes - 30.4 MBIn this recent episode of our DEVELOP series podcast, Danielle Reynolds sits down with Whitley Penn’s Chief Growth Officer, Felix Lozano, to discuss growth strategies and developing a growth mindset. Tune in now and be on the lookout for future episodes highlighting our professionals.
WP Cares: Jamey Ice
April 13, 2022 17:00 - 36 minutes - 25.1 MBIn this episode, Shane Miller, Partner at WPWealth, sits down with Jamey Ice to discuss his journey from leading a band with a record deal, to owning a restaurant, and finally being involved in nonprofit work.
How Can the ERC Help Your Business?
April 05, 2022 14:00 - 5 minutes - 4.05 MBChris O'Shell, Strategic Consulting Director at Whitley Penn, sits down to discuss who can benefit from the Employee Retention Credit, how to see if you qualify, and where to look for resources.
Developing a Career-Life Balance with Joe Lavis, Tax Partner
March 15, 2022 19:00 - 32 minutes - 22.5 MBOur DEVELOP leadership series is back! In this episode, Joe Lavis, Dallas Tax Partner, joins Danielle Reynolds to share his insight on how he has navigated the industry and developed a career-life balance over the years. Tune in now and be on the lookout for future episodes highlighting our professionals.
WP Cares: Helping Restore Ability
February 24, 2022 17:00 - 36 minutes - 25 MBIn this episode of WP Cares, Shane Miller, Partner at WPWealth, sits down with the CEO of Helping Restore Ability, Vicki Niedermayer. Together they discuss the goal of HRA, how we can get involved, and the steps we can take to help those around with disabilities. You can visit their website at hratexas.org to learn more.
Myth Busters: Debunking the IRS with Bill Wilson, former IRS Revenue Agent
February 02, 2022 15:00 - 34 minutes - 24 MBTune in as Tax Senior Managers, Breanna Oakley and Katherine Kirk sit down with Bill Wilson, Tax Director, to debunk common myths relating to the IRS. Prior to working at Whitley Penn, Bill worked with the IRS for 37 years, 26 of which were at the National Office Level.
WP Financial Series: Insurance
January 20, 2022 15:00 - 20 minutes - 13.8 MBIn today's episode, WPWealth Senior Advisor Brandon Russ and WPWealth Director WP Richardson sit down to discuss the value of life insurance policies, how they work, and what to look for in your own insurance.
State of the Economy: 2021 Wrap-Up
December 28, 2021 16:00 - 27 minutes - 18.7 MBIn the final episode of the year, Bree Miller and Tom Rein of the WPWealth group sit down to look back at the biggest trends in 2021, what patterns are starting to develop, and what we can expect going into 2022.
The Cyber Guys: Security & Privacy
December 02, 2021 14:00 - 22 minutes - 15.6 MBThe Cyber Guys are back with another episode on security & privacy! Be sure to tune in to assure you are doing everything to keep your valuable information secure.
The Cyber Guys: Navigating Cybersecurity Careers
November 17, 2021 14:00 - 19 minutes - 13.7 MBWhitley Penn Talks is back with another episode of The Cyber Guys. John Williamson, RAS Partner, and Jesus Vega, Cybersecurity Managing Director, sit down and discuss the Cybersecurity industry and the career opportunities within it.
Energy Executive Profile #12: Jamie Liang, Blackbuck Resources
November 09, 2021 19:00 - 54 minutes - 37.4 MBIn this episode, Nathen McEown, Audit Partner and Partner in Charge of the Houston office, sits down with Jamie Liang, Chief Financial Officer at Blackbuck Resources to learn more about Jamie, his career and family life. Jamie touches on the challenges and triumphs so far with Blackbuck Resources, which is a water midstream services company operating in both the Midland and Delaware Basins. As a guest, Jamie may have the most secret talents out of any Energy Profile so far so be sure to list...
The Cyber Guys: Social Engineering and Phishing
October 13, 2021 14:00 - 16 minutes - 11.2 MBWhitley Penn Talks is back with another episode of The Cyber Guys. John Williamson, RAS Partner, and Jesus Vega, RAS Senior Manager, kick off Cybersecurity Month with insight to social engineering and phishing.