Shows
Whitley Penn TalksWhitley Penn Talks: A Crude Bit of Humor - From Disclaimed Heirs to Missing Money: Tales from the Title TrenchesMessage us!Family folklore, questionable signatures, and courtroom surprises, this episode takes a fascinating look at how title defects, probate complications, and estate planning mistakes can expose mineral owners and operators to significant risks. In Part Two of our Crude Bit of Humor series, title attorney Mellisa Gardner of Ball Morse Lowe joins Buffie Campbell and Coby Nathanson to walk through real‑world scenarios where family dynamics, decades‑old documents, and unclear intent collide, often with complex and costly outcomes.Whether you work in oil & gas, manage mineral interests, or simply want to preve...
2026-02-1230 minWhitley Penn TalksWhitley Penn Talks: A Crude Bit of Humor - Squishy Law & Probate Drama ... Welcome to Oil CountryMessage us!In this episode of A Crude Bit of Humor, Buffie and Coby sit down with attorney Melissa Gardner to explore how major legal decisions, title opinions, and real‑world mineral ownership challenges shape today’s oil & gas landscape. From Oklahoma and Texas jurisdiction questions to surprising situations that land on a title attorney’s desk, this conversation highlights the unique risks and realities faced across the industry.In this episode you will hear: How a major Supreme Court decision reshaped jurisdiction and risk in Oklahoma’s oil & gas industryWhat title attorneys...
2026-01-2934 minWhitley Penn TalksChanging Lives in Midland One Yard at a TimeMessage us!In this episode of our WPCares series, host Emily Landry sits down with Jake Smith and Stephen O’Dell, President and Vice President of Neighbors Eden Project in Midland Texas. Their organization is one of the first recipients of a grant from the Whitley Penn Philanthropic Fund. What started as a family outing inspired by YouTube lawn care videos has grown into a grassroots nonprofit making a meaningful impact across Midland, Texas.Check out episode #1 of the series now: https://www.whitleypenn.com/2025/10/23/whitley-penn-talks-inside-the-whitley-penn-philanthropic-fund/Topics Discussed:Gr...
2026-01-0813 minWhitley Penn TalksWhitley Penn Talks: 2026 Healthcare Trends - AI, Compliance, & Succession PlanningMessage us!Join Whitley Penn’s healthcare leaders as they recap key takeaways from our recent Dallas Healthcare Conference. In this episode, we dive into the biggest challenges facing the industry, workforce shortages, AI adoption and security, compliance crackdowns, and succession planning for private practices. Learn how these trends will shape healthcare in 2026 and what you can do to stay ahead. Read Jolee's white paper now: https://www.whitleypenn.com/healthcare-fraud-takedown-2025-gated/Highlighted Topics: - Key insights from panels on revenue cycle management, compliance, and leadership trends- Top Industry Chal...
2025-12-0422 minWhitley Penn TalksWhitley Penn Talks: A Crude Bit of Humor - AI Gets Its Hands Dirty in Energy Pt.2Message us!Artificial Intelligence is transforming the energy industry and we’re just scratching the surface. In this Whitley Penn Talks episode of our series A Crude Bit of Humor, we dive deep into how AI is accelerating innovation, reshaping workflows, and creating new opportunities for operators and owners alike. From regulatory data automation to proactive dashboards, our conversation explores what’s possible today and what’s coming next.Key Takeaways:Why the timeline from idea to execution is shrinking thanks to AIHow leadership attitudes impact adoption in the energy industryThe role of dat...
2025-11-2033 minWhitley Penn TalksWhitley Penn Talks: A Crude Bit of Humor - AI Gets Its Hands Dirty in Energy PT.1Message us!Artificial Intelligence (AI) is no longer a distant concept. It’s starting to reshape entire industries. In this episode of our series ‘A Crude Bit of Humor’, we dive into how AI is influencing the energy sector, workforce dynamics, and business strategy. Hosted by Kendall Neukomm with guests Buffy Campbell, Coby Nathanson, and Jeff Chambers, CEO of MineralAnswers.com, this conversation explores the opportunities and challenges AI brings to hiring, training, and operational efficiency. If you’re in energy, technology, or business leadership, this episode offers actionable insights on leveraging AI for growth. From personalized educatio...
2025-11-1330 minWhitley Penn TalksWhitley Penn Talks: Inside the Whitley Penn Philanthropic FundMessage us!In this special announcement episode, host Kendall Jones Neukomm is joined by Toby Cotton and Emily Landry to explore the heart behind the Whitley Penn Philanthropic Fund. From its founding vision to the impact of its first grant cycle, the conversation highlights how Whitley Penn employees and partners are coming together to serve communities across Texas.Emily shares stories from the first round of grant recipients and the astonishing impact of $63,000 to flood relief efforts in Kerrville in response to the July 4th tragedy. Toby reflects on how the fund aligns with Whitley...
2025-10-2319 minWhitley Penn TalksWhitley Penn Talks: Updates on Rates, Tariffs, & the Dollar in a Shifting EconomyMessage us!Check out Part 1 here: https://youtu.be/bFeOW8FSZGgIn this episode, host Kendall Neukomm reconnects with the WPWealth team, this time bringing on managers Brandon Russ and Tyler Ayres for a thoughtful conversation on the evolving financial landscape. Building on her discussion with WPWealth Partners, Bill Weston and Shane Miller in April, the trio explores how recent developments in shifting tariffs and interest rate changes are impacting both businesses and individuals. With practical advice and real-world examples, the group offer insights to help you navigate uncertainty, make informed decisions, and plan for...
2025-10-1624 minWhitley Penn TalksWhitley Penn Talks: The Untold Stories of Austin's Rescued ResidentsMessage us!In this episode, host Emily Landry chats with Chris Fuller-Wigg, Co-founder of Austin Farm Sanctuary, about how rescuing two goats turned into a full-blown mission to save farm animals across the country. Chris shares heartwarming (and sometimes hilarious) stories of the animals they’ve saved, the wild ride of running a nonprofit, and how the sanctuary is helping people see animals in a whole new light. As a part of our Whitley Penn Cares series, trust us, you don’t want to miss this one.Topics Discussed: - The origin story of Austi...
2025-10-0924 minWhitley Penn TalksWhitley Penn Talks: What's Hot in Energy M&AMessage us!In this debut episode of 'A Crude Bit of Humor', host Kendall Jones Neukomm kicks off a new energy-focused short series with guests Buffie Campbell, Advisory Managing Director of Mineral Management, and Coby Nathanson, Advisory Senior Manager of Land Administration. Together, they dive into the dynamic world of oil, gas, and mineral rights with wit, insight, and a few unexpected laughs.From Jurassic Park analogies to eBay mineral deals, the trio explores:The current state of the energy M&A marketThe impact of AI and automation on land and mineral managementMisconceptions about...
2025-10-0222 minWhitley Penn TalksWhitley Penn Talks: Universities React to Texas Senate Bill 262Message us!Are you a student planning to become a CPA? An educator shaping tomorrow’s accounting leaders? Or a professional navigating a shifting talent landscape?What if the rules just changed and your journey, your curriculum, or your hiring strategy could look completely different?In this episode of Whitley Penn Talks, host Kendall Jones Neukomm is joined by Valerie King, Associate Director of Early Talent at Whitley Penn, and Kirsten Cook, Director of the Lyons School of Accounting at Texas Tech University, to explore the new reality of CPA licensure in Texas fo...
2025-09-2527 minWhitley Penn TalksWhitley Penn Talks: Building a Nonprofit Legacy with Jason Ray, CEO of Clayton YouthMessage us!Nonprofits today face growing challenges, from funding uncertainty and increased competition with for-profit providers to shifting school demographics and economic pressures. In this episode of Whitley Penn Talks, host Emily Landry speaks with Jason Ray, CEO of Clayton Youth Enrichment, about how the organization is navigating these changes while continuing to serve thousands of children across North Texas. Learn how their innovative life skills curriculum, ClaytonQuest, is preparing kids for great lives and how you can support their mission by attending the upcoming Courage to Climb 70s-themed anniversary celebration.Topics Discussed: How n...
2025-09-1122 minWhitley Penn TalksWhitley Penn Talks: What Texas Senate Bill 2610 Means for Small BusinessesMessage us!In this episode, host Kendall Jones-Neukomm is joined by risk advisory and cybersecurity professionals Jesus Vega and John Williamson to break down Texas Senate Bill 2610, a transformative new law that introduces a “safe harbor” for small and mid-sized businesses in the event of a data breach.With Texas SB 2610 taking effect on September 1, 2025, this conversation explores how businesses can proactively protect themselves from punitive damages, reduce insurance costs, and build a stronger cybersecurity culture. Whether you're a business owner, CFO, or IT leader, this episode offers actionable insights to help you navigate the new...
2025-09-0432 min
Whitley Penn TalksWhitley Penn Talks: Nonprofits in the Current Economic EnvironmentMessage us!In this episode, host Kendall Jones is joined by Emily Landry from Whitley Penn, along with Jennifer Treviño, Executive Director of Leadership Fort Worth, to explore the current economic climate and its impact on the nonprofit sector.Together, they discuss the mission behind Whitley Penn’s upcoming Nonprofit Conference in Fort Worth, the leadership programs shaping future changemakers, and the trends influencing the future of nonprofit work.The inspiration and goals behind the August 26th Nonprofit ConferenceInsights into Leadership Fort Worth’s programs and community impactReflections on collaboration and resilience from the “...
2025-07-3137 min
Whitley Penn TalksWhitley Penn Talks: Texas Senate Bill 262 & 522Message us!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 Texas. Listeners will gain valuable insights and practical perspectives on how young accounting professionals can adapt to these changes and how firms are positioning for long-term success.In this episode, you’ll learn: - What Texas Senate Bill 262 and 522 propose and why they were created - Insights into the legislative process of creating these two bill...
2025-07-1727 min
Whitley Penn TalksWhitley Penn Talks: Growing a Faith-Oriented Community in West TexasMessage us!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 program and how it has helped unite the community of Midland and given individuals the confidence to pursue new opportunities. This conversation highlights how Stonegate is nurturing both spiritual and personal growth through the power of education. This special non-profit focused episode is guest-hosted by Evan Green as a continuance of our legacy Whitley Penn Cares podc...
2025-06-2627 min
Whitley Penn TalksWhitley Penn Talks: REGULATION ALERT - 2025 Tax UpdatesMessage us!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 insights and practical advice on navigating these changes when the senate decides what will happen to the bill, and ensuring your organization is well-prepared for the future. Topics Discussed:Latest developments on the One Big Beautiful Bill ActPotential impacts of Medicaid cuts and a raised debt ceilingIntra-party tensions shaping t...
2025-06-2020 min
Whitley Penn TalksWhitley Penn Talks: Reducing Overhead Expenses for Nonprofits in Your CommunityMessage us!In this episode, we sit down with Autumn Vest, Executive Director of Midland Shared Spaces (MSS), to learn the story behind how this dynamic organization has been powering nonprofits since 2014.This special non-profit focused episode is guest hosted by Evan Green as a continuance of our legacy Whitley Penn Cares podcast series. In this episode, we hear about Autumn’s early passion for service to housing 12+ orgs with full admin and IT support at MSS. This empowering conversation shows how their team is redefining what shared impact looks like in your community. Topics Dis...
2025-06-1226 min
Whitley Penn TalksWhitley Penn Talks: Advancing Women in Commercial Real EstateMessage us!In this episode, we sit down with Cassie Walker, President of CREW Fort Worth, to explore how this dynamic organization is empowering women in commercial real estate. Hosted by Emily Landry, this conversation dives into Cassie’s journey to CREW, the organization’s 40-year history, and the strategic vision shaping its future. Whether you're new to the corporate real estate industry or looking to expand your network, this episode offers inspiration and actionable steps to get involved.Topics Discussed: Cassie Walker’s Career Journey and the Power of Community in CREW Fort WorthCR...
2025-05-2918 min
Whitley Penn TalksWhitley Penn Talks: 2025 Transparency ActMessage us!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 items and services. Our guests, Jolee Patnaude and Jon Karp join together to keep you informed what this bill means for hospitals as well as individuals with healthcare insurance across the United States. Topics Discussed:Timeline and background of this bill, beginning in 2019Insights on what compliance under this bill looks like for h...
2025-05-2225 min
Whitley Penn TalksWhitley Penn Talks: Tariffs and Market UpdatesMessage us!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 actionable advice to help them make confident, informed decisions for their businesses.In this episode, we dive into the latest stock market updates and analyze recent trends that are shaping the financial landscape as we are four months into our new government administration. Our guests, WP Wealth, partners Bill Weston and Shane Miller will provide actionable insights...
2025-05-1526 minWhitley Penn TalksWhitley Penn Cares Featuring the Permian Strategic PartnershipMessage us!Join host Catherine Speer for a quick 10-minute episode as she chats with Morgan Hebert, Director of Operations at the Permian Strategic Partnership (PSP). PSP is a coalition of 28 leading energy companies and higher education institutions in the Permian Basin, working with regional leaders to tackle challenges in New Mexico and Texas communities. Tune in to learn how PSP is making a difference in the 22 counties of the Permian Basin in 2025 with their new HERO trucks and more.Fill out this form to have new episodes sent right to your inbox! ...
2025-04-0310 minWhitley Penn TalksSolving Technology Challenges in Family Offices with Raymond DinunzioMessage us!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 real-life projects with various family offices to address and overcome their technology challenges.Key Points of Conversation:Common Technology Issues: Ray discusses why family offices often don't achieve the desired results with technology and the common pitfalls they encounter.Outsourcing vs. Headcount: Explore the debate between adopting outsourcing solutions versus increasing headcount, and why it's crucial to view family offices differently rather than equating new technology with...
2025-03-2743 minWhitley Penn TalksFamily Office Insights and Solutions with Raymond DinunzioMessage us!Join John Yeager of Whitley Penn as he continues the family office series with special guest, Raymond Dinunzio from TOS. In this episode, Ray discusses his path to joining TOS and the story behind the company's mission.Key Points of Conversation:Insights on the Family Office Industry: They discuss the unique challenges and opportunities in the family office sector, highlighting that there is no one-size-fits-all blueprint for success.Common Issues in Large Family Offices: They explain the typical path for family offices and the common problems these offices face, which often require...
2025-03-1333 minWhitley Penn TalksWhitley Penn Cares featuring American Warrior AssociationMessage us!Join host Emily Landry, as she talks with Anna Heil, Managing Director of the American Warrior Association (AWA) in Fort Worth. The AWA is a faith-driven nonprofit dedicated to healing moral injury among military personnel, first responders, and their families.Discover AWA's mission, their 5-day retreats for stress relief, and the new R3 initiative (Respond, Restore, Resolve) setting a new standard of care for first responders. Learn how AWA fosters resilience and strength through faith-based healing and practical support in our local communities.Fill out this form to have new episodes...
2025-03-0618 minWhitley Penn TalksWhitley Penn Cares featuring Camp ThurmanMessage us!Join host Emily Landry as she sits down with Courtney Kaiser, the Executive Director of Camp Thurman in Arlington, Texas. In this episode, Courtney shares her journey from grad school to leading this beloved Christian summer camp, which serves 6,000 kids annually.Celebrate Camp Thurman's 56th anniversary with us as Courtney recounts fun stories and memorable moments. We'll also explore the future of Camp Thurman and its continued impact on the community.Don't miss this heartwarming episode with an organization Whitley Penn has been a partner of many years.Fill...
2025-02-2718 minWhitley Penn TalksA Guide to Mineral Management for Family OfficesMessage us!In this 23-minute episode, John Yeager and Buffie Campbell of Whitley Penn dive into the world of oil, gas, and mineral management with a focus on how family offices can provide crucial services in this space.Join us as we explore how effective reporting and price comparisons can enhance decision-making and maximize value. From there, we’ll learn about the various rights involved in mineral management and how family offices can assist in managing and executing leases, ensuring you capitalize on every opportunity to optimize revenue from your land and minerals.Tu...
2025-02-0623 minWhitley Penn TalksNavigating Family Office Strategies: Insourcing vs. OutsourcingMessage us!In this 28-minute episode, John Yeager of Whitley Penn is joined by Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. The group explores the evolving trends in insourcing and outsourcing within family offices.The team analyzes how their family office clients have adapted their hybrid insourcing and outsourcing strategies as they scale and examine the current job market's impact on access to quality talent. Discover the best practices for deciding when and where to outsource based on different family office structures and...
2025-01-0928 minWhitley Penn TalksFund Administration Unveiled: Insights with Industry Leader, Katie PeckMessage us!In this 24-minute episode, join host Danielle Reynolds and Fund Administration leader Katie Peck as they dive into the intricate world of the industry. They discuss investment fund accounting, investor relations, financial modeling, value creation for funds, and the comprehensive suite of services offered by Whitley Penn in this domain.Discover why there is no one-size-fits-all approach to fund administration and learn about the experience of being a fund administration client at Whitley Penn. Katie concludes by sharing her insights on the impact of technology to this line of work and the future...
2025-01-0324 minWhitley Penn TalksExploring the Evolution of Family Offices: Insights from Industry Leaders | CAAS MattersMessage us!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. They discuss the history of family offices, their establishment, current state, and the 2018 boom that brought them into the spotlight. Discover why 80% of family offices are created and why families often choose to remain private through these entities.We’ll explore the challenges family offices face as they grow more complex, including the importance of finding the right tools to manage legal entity st...
2024-12-0422 minWhitley Penn TalksWhat is a Family Office? Featuring Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario | CAAS MattersMessage us!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. This episode marks the beginning of an exciting new series dedicated to unraveling the complexities of family offices.Our hosts will break down the basics, explaining what a family office is and introducing you to the key players and companies that make up this unique sector. They discuss the many reasons why families might choose to establish a family office, highlighting the diverse...
2024-11-2123 minWhitley Penn TalksTech-Driven Growth: Whitley Penn’s Strategic Use of Suralink and TechnologyMessage us!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 leveraging technology, including Suralink, for intentional growth and enhanced client service. From Andy’s journey from intern to partner handling cultural shifts and driving efficiency with new technology, the discussion covers the firm’s evolving needs, growth mindset, and strategic technology partnerships. Discover the key drivers of their success, including the importance of aligning technology with firm initiatives and the potential pitfalls to avoid. Tune in t...
2024-08-2955 minWhitley Penn TalksFueling Efficiency with MineralWareMessage us!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 oil & gas landscape. Jason's career journey from MineralWare to Whitley Penn offers a unique perspective. Through prior collaboration with Sam, he brings firsthand insights into the platform's impact and how Whitley Penn optimizes operations using MineralWare's capabilities. Together, they discuss the intricacies of this platform, celebrate milestones since its 2014 inception, and the vision that propels MineralWare forward. Whether you're a curious listener or a seasoned professional, this conversation...
2024-05-1426 minWhitley Penn TalksCAAS Matters: Transaction Quarterback GameplanMessage us!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 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!Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2024-04-0416 minWhitley Penn TalksWhitley Penn’s Expansion into San AntonioMessage us!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, 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!Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2024-02-0107 minWhitley Penn TalksInsights into Growth Strategies with Nathen McEown, Chief Growth OfficerMessage us!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. 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.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights...
2024-01-0921 minWhitley Penn TalksReflections, Sustainable Growth and What’s Ahead with Felix Lozano, Chief Growth OfficerMessage us!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 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.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for...
2023-12-0623 minWhitley Penn TalksWP Cares: Moncrief Cancer InstituteMessage us!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 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 incredible impact nonprofit organizations are having on our communities. Through our WPCares series, Emily and others bring awareness to some of th...
2023-05-1120 minWhitley Penn TalksWP Educates: Mineral & Asset Management with Jason Fitzgerald, ManagerMessage us!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. 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!Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X...
2023-04-1921 minWhitley Penn TalksCAAS Matters: Uncovering Insights & Perspectives featuring Irfan Dossani, Partner-in-Charge of CAASMessage us!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, 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 understanding of the benefits it offers. Stay tuned for future episodes, as we...
2023-04-0519 minWhitley Penn TalksDeveloping a Growth Mindset with Felix Lozano, Chief Growth OfficerMessage us!In 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2022-04-2144 minWhitley Penn TalksHow Can the ERC Help Your Business?Message us!Chris 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2022-04-0505 minWhitley Penn TalksMyth Busters: Debunking the IRS with Bill Wilson, former IRS Revenue AgentMessage us!Tune 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.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2022-02-0234 minWhitley Penn TalksThe Cyber Guys: Navigating Cybersecurity CareersMessage us!Whitley 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.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2021-11-1719 minWhitley Penn TalksThe Cyber Guys: Social Engineering and PhishingMessage us!Whitley 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.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2021-10-1316 minWhitley Penn TalksThe Cyber Guys: SOC ReportingMessage us!Whitley Penn Talks is back with another episode of The Cyber Guys. Tune in to hear Whitley Penn Risk Advisory Partner John Williamson and Senior Manager Jesus Vega discuss the latest in Risk Advisory.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2021-09-1431 minWhitley Penn TalksThe Cyber Guys: Data Breaches & 3rd Party RelationshipsMessage us!In this episode of Whitley Penn Talks, John Williamson, and Jesus Vega breakdown the recent data breaches of Solarwinds, Microsoft Exchange and Colonial Pipeline. The two bring awareness how attackers can use 3rd party relationships to compromise you and your business and ways to monitor and keep them accountable. Stay tuned for more episodes and share with a friend! Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2021-08-1838 minWhitley Penn TalksWP Cares: Race to KindnessMessage us!Whitley Penn’s Director of Audit and Partner-in-Charge of the firm’s Dallas office, Felix Lozano, sat down with 10 year-old Orion Jean to discuss his initiative, Race to Kindness. On this special podcast episode, the two discuss Orion’s tremendous passion for not only the community, but providing books to children in need. To learn more about the Race to Kindness, visit www.racetokindness.comFill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and th...
2021-07-3024 minWhitley Penn TalksGo Giver Mentality with Frank Iannelli, Strategic Consulting Managing DirectorMessage us!In this episode of the DEVELOP series, Danielle Reynolds sits down with Frank Iannelli, Whitley Penn’s Strategic Consulting Managing Director. The two discuss what the Go Giver mentality is and its importance, both personally and professionally, for teamwork, collaboration and building relationships. Stay tuned for more upcoming episodes!Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2021-07-1341 minWhitley Penn TalksThe Power of Mentorship, with Kristen LollarMessage us!In this episode of our DEVELOP podcast series, Danielle Reynolds sits down with Whitley Penn’s Chief Marketing Officer, Kristen Lollar. The two discuss the importance of mentorship, the value it brings to your career growth, and the roles and responsibilities both the mentor and mentee play in the relationship. Enjoy the episode!Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2021-06-2426 min
Whitley Penn TalksStart Now, Success Later: Things to Know When Buying a HomeMessage us!In this episode of Whitley Penn Talks, Brandon Russ, WPWealth Associate, sits down with Alicia Langdon, WPWealth Manager to discuss all things home buying. Alicia is a Certified Financial Planner, and went through the process of buying a home for the first time not too long ago. This episode is filled with questions that you may have regarding buying your first home. The two discuss timing, budget, unseen expenses leading up to purchase and even the pros and cons of putting down the full 20%. Listen now to learn more and contact Alicia or Brandon with a...
2021-05-2022 min
Whitley Penn TalksStart Now, Success Later: First Time Tax FilingMessage us!In this episodes of our financial series, Brandon Russ, Associate Advisor at WPWealth, and Emily Landry, Tax Senior Manager at Whitley Penn, go over the basics of what you need to know when you file your taxes. They cover what documents you need, what to expect, how returns work, how to fix your filings, and much more to ensure that your tax filings are as seamless and accurate as possible. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X...
2021-04-2211 min
Whitley Penn TalksStart Now, Success Later: An Overview of Employer BenefitsMessage us!Continuing our financial series, Brandon Russ, an Associate Advisor with WPWealth, sits down with Jessica Sabedra, an HR Associate who handles employee benefits at Whitley Penn. Together, they go over how to determine what benefits you need, how different plans work, and how to work with HR to get the information you need. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2021-03-2516 min
Whitley Penn TalksWPCares with LLSMessage us!Shane Miller, a Partner with WPWealth, sits down with leaders from the Leukemia & Lymphoma Society to discuss their involvement, the organization's mission, and stories of cancer survivors. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2021-03-0826 min
Whitley Penn TalksCAAS: Welcome to the World of Outsourced AccountingMessage us!In this first episode of the WP Edge podcast series, Irfan Dossani, Tim Sims and Jake Morris sit down to discuss the benefits of Outsourced Accounting. This episode gives an introduction to who WP Edge is, provides impactful client success stories and serves as the foundation for upcoming episodes. Tune in as they provide tools, tips and tricks, while diving deeper into the world of outsourced accounting! Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more i...
2021-03-0328 min
Whitley Penn TalksStart Now, Success Later: The Importance of Financial LiteracyMessage us!This series will feature professionals who are highly experienced in giving advice to families and individuals on how to set themselves up for long-term success. With this series, our WPWealth professionals aim to share some of their knowledge with friends, clients and family by walking through complex topics such as budgeting and debt management, benefits, 401(k) plans, first time tax filings and more! We hope that each listener will walk away knowing something that he/she had not previously and will be able to use that knowledge to embark upon or continue their financial journey.
2021-02-2521 min
Whitley Penn TalksA Year in TransitionMessage us!In this episode, Tom Rein and Bree Miller of WPWealth discuss what to expect after a full year of facing the pandemic and what can change under a new Presidential administration.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2021-02-1123 min
Whitley Penn TalksWP Cares: CASA of Galveston CountyMessage us!On this episode of WP Cares, Shane Miller, WPWealth Partner, sits down with Connie Ricketts, Executive Director of CASA of Galveston County, and Taylor Biddle, former Board member and long-time advocate, to learn more about CASA at large. The three discuss the mission of CASA to support children who may need a court appointed advocate to represent them in a court of law. Listen now to learn more and to hear about ways that companies and individuals can support CASA, to ultimately continue advocating for children for years to come.Fill out this...
2021-02-0333 minWhitley Penn TalksEnergy Executive Profile #10: Blake Kirshman, BBVAMessage us!In this episode, Nathen McEown, Audit Partner sits down with Blake Kirshman to discuss all things Energy Banking. Blake is currently a Managing Director and head of US Energy at BBVA but started in a field familiar to us all: accounting. The two discuss the ups and downs of the oil and gas industry, college life at Texas Tech and even one handed dove hunts. Click now to listen to this episode and do not forget to like and subscribe to our channel!Fill out this form to have new episodes sent right...
2021-01-1954 min
Whitley Penn TalksWP Cares: Option, Inc.Message us!In this episode of WPCares, Shane Miller, WPWealth Partner, and Brittany Flemming, Tax Manager, and Robert Guthrie, Chief Financial Officer at Option Inc. sit down to discuss what it is that Option Inc. does, what their mission is and how they live that out each day. We are grateful to be able to take time to sit down with Robert who is in leadership at Option Inc., and to hear more about the work that the organization does to stand up for all people affected by domestic violence and to advocate for those individuals moving...
2021-01-1233 minWhitley Penn TalksMarketing Yourself to DEVELOP in Your CareerMessage us!In this episode of our DEVELOP series podcast, Danielle Reynolds sits down with Whitley Penn's Director of Marketing, Kristen Lollar. The two discuss strategies in building your brand and how to market yourself both internally and externally throughout your career. Listen now and share with a friend!Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2021-01-0732 minWhitley Penn TalksPersonal Wellness: A Healthy Work/Life Balance for a Healthier YOUMessage us!In this episode of our DEVELOP series podcast, Danielle Reynolds visits with special guest Yolanda Harper from Blue Zones Project. These two health and wellness advocates bring the energy and passion when discussing personal wellness and setting healthy boundaries, both at home and work. Listen now and share with a friend!Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2020-12-1436 min
Whitley Penn TalksNavigating Through the ElectionMessage us!Sit down with Matt Magee as he moderates a question session with Tom Rein and Mark Topel. The three discuss the past presidential election and what to anticipate in the weeks and months ahead. They touch on the economy, legislation and general political morale surrounding the COVID-19 pandemic and hope for a vaccine. Listen in and subscribe to our channel!Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2020-12-0223 min
Whitley Penn TalksWhitley Penn Cares: Junior Achievement of the Chisholm TrailMessage us!On this episode of Whitley Penn Talks, Shane Miller, WPWealth Senior Manager, sits down with Cindy Hames & Kathleen Barbee of the Junior Achievement of the Chisholm Trail, a nonprofit focused on preparing young people to succeed in a global economy. Together they discuss charitable gifting, the mission of Junior Achievement, adapting to the pandemic, and much more. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2020-11-2419 minWhitley Penn TalksMajor Fundcast Episode 5: 10 Tips of Being an Effective Team MemberMessage us!In this episode Celina Cereceres, Audit Partner, and Lupe Garcia, Audit Partner, sit back down with David Webb of Stifel Nicolas to discuss David's presentation "Leadership | 10 Tips of Being an Effective Team Member". David often gets asked to present on this topic and has noticed many connections between the qualities required of a great team member and leader. These universal tips can apply to those in various industries and at different stages of careers. Listen in to learn more about what these tips entail and how they could benefit you in your career!...
2020-11-1841 minWhitley Penn TalksResponding to Cybersecurity Risks in a Work From Home EnvironmentMessage us!In this episode of Whitley Penn Talks, John Williamson, Risk Advisory Partner, and Jesus Vega, Risk Advisory Manager, discuss emerging cybersecurity risks in a work from home environment and mitigating risk throughout the pandemic. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2020-10-2828 minWhitley Penn TalksRecruiting 101: Laying Your FoundationMessage us!In this first episode of our DEVELOP series, Danielle Reynolds, Whitley Penn’s Campus Recruitment Lead, and Nathen McEown, Partner-in-charge of Whitley Penn’s Houston Office, lay the foundation for young professionals beginning the recruitment process in school. This episode features tips on what YOU should be focusing on as you begin to build your brand and stand out from the rest. During this podcast you will hear advice on what to expect during your recruiting year, how to put yourself in a better position to be successful, how to find your perfect fit, available oppo...
2020-10-2139 minWhitley Penn TalksEnergy Executive Profile #9: Chuck YatesMessage us!The Energy Executive Profile series is back as Nathen McEown is joined by special guest, Chuck Yates. Chuck currently serves as a Freelance Galactic Viceroy but prior to that was the Managing Partner at Kayne Anderson. Tune into this episode to learn more about how Chuck and Nathen first met on an airplane, how Chuck got to where he is today, and what he has been up to for the past six months.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn...
2020-10-071h 09
Whitley Penn TalksLong-Term CareMessage us!On this episode of Whitley Penn Talks, Matt Magee, WPWealth Associate, is back with WP Richardson, WPWealth Director of Insurance, to talk about Long-Term Care. This uneasy topic is becoming a focus as we navigate through our new normal and going to discuss why you should be rethinking your thoughts and ideas about Long-Term Care insurance. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2020-10-0217 minWhitley Penn TalksMajor Fundcast Episode 4: Diving Into InsuranceMessage us!In this episode of Major Fundcast, Lupe and Celina are back with special guests Doug Janowski, Director of Business Development at CBIZ Valuation Group, and Carleen Patterson, First Vice President at Alliant Insurance Services, to talk all things #insurance as it relates to the #publicsectorindustry. The four of them discuss the current state of insurance amid the #pandemic and how premiums have been affected as a result. Listen in to this entertaining episode now! Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on L...
2020-09-2245 min
Whitley Penn TalksHow current is your estate and wealth plan?Message us!Click here to view the accompanying PDF. In this episode, Shane Miller and Bree Miller sit down with Shawna Rinehart from Harris, Finley & Bogle to discuss estate and wealth plans. Is yours up to date? How can you make it more up to date? And what are the implications if you do and don't. Listen in to learn more and reach out to a WPWealth advisor for more guidance on your specific situation.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn...
2020-09-1533 min
Whitley Penn TalksNavigating Through Taxes, Government Stimulus and The ElectionMessage us!WPWealth is back with Tom Rein and Matt Magee, as they discuss what the federal government has been doing with funds and the like. This episode focuses on taxes, government stimulus, and the upcoming election.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2020-08-2620 min
Whitley Penn TalksNavigating Through #DebtMessage us!The team is back on Whitley Penn Talks to discuss a new episode on Navigating Through #NationalDebt featuring Bill Weston, WPWealth Manager, and the host Matt Magee, WPWealth Associate. This in depth episode will provide listeners perspective regarding the accelerated expansion of the Federal Reserve's balance sheet in 2020, the potential implications for capital markets, and some thoughts on how investors should consider managing their portfolios as we work towards a recovery.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook...
2020-08-2623 minWhitley Penn TalksMajor Fundcast Episode 3: David Webb of Stifel NicolausMessage us!In this Episode, Lupe Garcia and Celina Cereceres are back with their next guest: David Webb. David has held many roles within the school business environment, and now works as a Director with Stifel Nicolaus. He focuses on the bond market and underwrites bonds on behalf of his clients. Listen in as the three discuss upcoming bond elections, David's career thus far, and the differences between what auditors see compared to underwriters. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, F...
2020-08-1248 min
Whitley Penn TalksFinancial Literacy: Why It's Important and Why We Should Talk About ItMessage us!In this episode, Shane Miller and Matt Magee go in depth as they talk about why it’s important to get started on your financial journey, a fiduciary’s responsibilities, and the WPWealth philosophy on what it takes to be a trusted advisor. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2020-07-3016 minWhitley Penn TalksNexia Day 2020 - Enduring Relationships: Larry Autrey & Felix LozanoMessage us!In this special edition of Whitley Penn Talks, we have the firm's Managing Partner, Larry Autrey, and the Director of Audit, Felix Lozano, speaking on what Nexia has meant to them over the years. The two discuss relationships near and far, the secondment program and how we have been able to create professional and personal relationships all over the world via Nexia International. Happy Nexia Day 2020, we hope you enjoy!Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and...
2020-07-2243 min
Whitley Penn TalksNavigating Through Client Expectations: What Does the Future Hold?Message us!WPWealth is back with Tom Rein and Matt Magee as they discuss how COVID-19 has impacted their clients. This conversation revolves around how the team is handling each day and and what the future holds for investors and their expectations.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2020-07-1523 min
Whitley Penn TalksChanneling the New Normal with Mark Topel: The Good Ole DaysMessage us!In this episode of Whitley Penn Talks, Tom Rein with WPWealth is back to chat with Whitley Penn founding Partner, Mark Topel. Mark is a Tax Partner at the firm and shares his perspectives on what he thinks this "new normal" could look like moving forward. The two have worked together for years, so the dialogue between them is entertaining. Listen in!Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2020-07-0125 min
Whitley Penn TalksNavigating Through Lessons Learned from COVID-19 with WPWealthMessage us!WPWealth is back with Tom Rein and Matt Magee as they discuss lessons learned so far through COVID-19. Although we are not through the end of it yet, this episode serves as an informative look into what has happened thus far and how we are moving forward. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2020-06-1622 min
Whitley Penn TalksWPWealth CARES About Retirement PlansMessage us!In this episode, Matt Magee, Associate Advisor, is back with special guests Rebecca Sierp, Advisor and Chief Compliance Officer at WPWealth, Joe Nichols, Director of Actuarial Services at DWC - the 401k Experts, and John Clark, Vice President of Sales - West Region at PCS Retirement. The group discusses all there is to know about retirement plans in this time and how the CARES Act plays a part in the storyFill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, a...
2020-05-2727 minWhitley Penn TalksPPP Loan Forgiveness Program - Jon Karp & Kristen SayeghMessage us!This episode is a recording from our webinar that was posted on May 20, 2020. In this episode, Jon Karp, Tax Partner, and Kristen Sayegh, Tax Senior Manager, discuss what we know about the PPP Loan Forgiveness Program at this point, and what we still need to learn. Listen in to become more familiar with the process in general, and how you can best protect your business functions during this time.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X...
2020-05-2140 minWhitley Penn TalksPublic Sector Major Fundcast: Episode 2Message us!In this special edition of Major Fundcast, Lupe Garcia and Celina Cereceres bring in a guest, Sarah Langlois. Sarah is a Partner at the KBS Law Group. She focuses her practice on school law and is knowledgeable in procurement processes, employment and provides council to numerous school boards. Sarah has faced new challenges recently in representing schools while schools are no longer in session. How can we conserve tax dollars while supporting the students? Tune in to listen as the three discuss.Fill out this form to have new episodes sent right to...
2020-05-1444 min
Whitley Penn TalksNavigating Through Volatility with WPWealthMessage us!In this episode, Tom Rein, Managing Director of WPWealth, and Matt Magee, WPWealth Associate Advisor, discuss the volatility that can be seen in the market recently and how investors should continue to deal with it. Matt serves as the moderator for this episode by asking Tom a series of questions that he has received from clients and read about in various publications. Tune in to listen on what the changes in the energy sector mean, how you can be most prepared for retirement and learn to maintain your current assets in this volatile market.
2020-04-2228 minWhitley Penn TalksPublic Sector Major Fundcast: Episode 1Message us!Public Sector Audit Partners, Lupe Garcia, CPA, and Celina Cereceres, CPA, sit down for the first ever Public Sector focused episode on the Whitley Penn Talks channel. In this series, they will discuss aspects of government and public education accounting, business in general and the legal side of things. They start the series by addressing how COVID-19 has affected many public entities. How will a decrease in sales tax make a difference in local government's abilities to take action? What is the biggest restaurant doing during this time? How many cars...
2020-04-1530 minWhitley Penn TalksUnderstanding the CARES Act and How It Affects Your CompanyMessage us!In this episode Kristen Sayegh, Tax Senior Manager, and Jon Karp, Tax Partner, discuss all aspects of the CARES Act and what it means for both companies, and individuals. This was a pre-recorded webinar that does have accompanying slides. You can find those slides on our website, www.whitleypenn.com/COVID-19-Update/. Please, reach out to us if you have any questions. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2020-04-0350 min
Whitley Penn TalksNavigating Through Uncertainty with WPWealthMessage us!In this episode Tom Rein, WPWealth's Managing Director, and Bill Weston, WPWealth Manager, sit down to discuss the ever changing market around us. With more volatility present, it is important to focus on the facts and what you can control. Tom and Bill discuss the effect of Covid-19 on the market as a whole and how to set yourself up for success moving forward.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and...
2020-03-1616 minWhitley Penn TalksEnergy Executive Profile #8 - Polidoros TrejosMessage us!For the 8th Energy Executive Profile, Nathen McEown sits down with the CFO of Fortuna Resources III. The two discuss everything from Poli's Greek heritage, to the origination of Fortuna. You will not want to miss this episode. Do not forget to rate and subscribe to our channel, much appreciated always!Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2020-02-2059 minWhitley Penn TalksEnergy Executive Profile #7 - Matt MillerMessage us!For the 7th Energy Executive Profile in the series, Nathen McEown sits down with Matt Miller, Co-Founder & Managing Director at Grey Rock Energy Partners. This episode is special, because this week is the NAPE Summit in Houston, Texas. Nathen and Matt discuss all things NAPE, industry and how Matt ended up founding Grey Rock. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2020-02-0653 minWhitley Penn TalksEnergy Executive Profile #6: Tyson GreerMessage us!Join Nathen McEown as he sits down with Tyson Greer, the Executive Vice President & Chief Product Officer at Quorum Software. Tyson discusses his family's home renovation in the heights (@victorianintheheights on Instagram), growing up in Mississippi, and his career leading up to and at Quorum Software. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2020-01-1552 minWhitley Penn TalksEnergy Executive Profile #5 - Chris Atherton, EnergyNetMessage us!On this episode of the Energy Executive Profiles, Nathen McEown sits down with Chris Atherton, CEO of EnergyNet. Chris dives into his experience at Enron when the collapse occurred, climbing the ladder at EnergyNet, and even his taste in music. Listen in to find out what music festival Chris recently attended.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2019-12-1252 minWhitley Penn TalksEntrepreneur Spotlight: Matthew Lopez, MBL TitleMessage us!Cole Elliott sits down with Matthew Lopez, Founder and Chief Growth Officer of MBL Title. Get to know Matthew, his personal life, how he started his business, and what drives him to succeed. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2019-12-0329 minWhitley Penn TalksEnergy Executive Profile #4: Matt GentryMessage us!Sit down with Oil & Gas Audit Partner, Nathen McEown, as he interviews Matt Gentry, CEO and President of Monadnock Resources.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2019-11-1145 minWhitley Penn TalksEnergy Executive Profile #3: David Ramsden-WoodMessage us!The third installment of our Energy Executive profiles to hit our podcast channel. Whitley Penn Talks welcomes David Ramsden-Wood! Sit down with Nathen McEown, Partner in Charge of the firm's Houston office, as he talks with David Ramsden-Wood. David is known for his "#hottakesoftheday" on LinkedIn where he has gained quite a following within the Oil & Gas Industry. Learn about his time at Anadarko Petroleum, One Energy Partners, Franklin Mountain Energy, his new book coming out, and his #hottakekeoftheday by tuning into this episode!Fill out this form to have new episodes sent...
2019-10-2255 minWhitley Penn TalksTax Year-End Planning Tid BitsMessage us!This episode features Tax Partner, Jon Karp, and Tax Senior Manager, Cole Elliott, as they discuss how to plan for 2019 year end. This podcast aims to give listeners the "tid bits" of information that they will need when beginning to prepare for closing out the 2019 fiscal year.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2019-09-1815 minWhitley Penn TalksEnergy Executive Profile #2: Kenny Worrell & Mickey FriedrichMessage us!Join Nathen McEown, Partner-in-Charge of Whitley Penn’s Houston Office, and Kenny Worrell and Mickey Friedrich, Co-CEOs of Driftwood Energy, as they discuss the decision to name Driftwood energy, how each of them got into the business, what drives them, and who they think should come on the show next. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!
2019-09-0957 minWhitley Penn TalksBuy Sell Agreements: What, why, and How?Message us!Sit down with Robert Allen and W.P. Richardson as they address Buy Sell Agreements. They will discuss what these types of agreements are, why they are needed, potential funding options that are available, and some of the pitfalls that come along with those funding options. Robert maintains a level of expertise with the valuation related issues, while W.P. is the expert on funding "Buy Sells" with insurance. The two will bring their expertise together to dive into more detail on Buy Sell Agreements as a whole.Fill out this f...
2019-09-0313 minWhitley Penn TalksEnergy Executive Profile #1: Brandon WhiteMessage us!Join Nathen McEown, Partner-in-Charge of Whitley Penn’s Houston Office, and Brandon White, Head of Business Development and Strategy for Franklin Mountain Energy, as they discuss Private Equity and the Upstream Energy Industry. Brandon also touches on everything from his youth in Uvalde, his college days at UT, investment banking, his successful exit with OneEnergy Partners, and his love for romantic reality TV.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought le...
2019-08-0537 minWhitley Penn TalksCybersecurity Risk AssessmentsMessage us!This podcast provides an overview of Cybersecurity Risk Assessments, focusing on understanding what a risk assessment is, how to conduct one, and how to mitigate risks identified in the assessment. Covering the following:Risk Assessment WorkflowRisk Assessment FrameworksRisk Identification Risk Mitigation Risk Transfer Vulnerability ScansIncident Response PlanningSecurity Awareness Training ** 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...
2019-07-2219 min
Whitley Penn TalksTax Law & How to Combat the Changing Tax CodesMessage us!Jon Karp and Cole Elliott discuss the tax cuts and job acts passed on December 15, 2017. This podcast will provide you with pointers from tax experts to lead your business through the rest of 2019 and 2020. How will corporate tax rates affect companies ability to file taxes? Listen here to find out. 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 a...
2019-07-0816 min
Whitley Penn TalksIntroduction to Whitley Penn TalksMessage us!This episode is an introduction to who Whitley Penn is as a firm and the kinds of podcasts we will be sharing. Stay tuned for our first release!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...
2019-06-2601 min