Bästa WHITLEY podcaster (2024)

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Exploring the Evolution of Family Offices: Insights from Industry Leaders | CAAS Matters 22:04

8h ago22:04

22:04

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 of…

1
What is a Family Office? Featuring Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario | CAAS Matters 23:02

13d ago23:02

23:02

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, explaini…

1
Unlocking Business Insights with Custom Data Products and Strategies | Develop 20:16

20d ago20:16

20:16

In this 20-minute episode, join Danielle Reynolds, Business Development Manager, as she engages with Jake Baine, Client Accounting and Advisory (CAAS) Data Analytics Senior Manager. Together, they explore the world of data products and strategy, emphasizing the importance of tailored solutions over one-size-fits-all approaches. Discover how key met…

1
Outsourced Accounting: Elevating Your Internal Processes | Develop 33:21

1M ago33:21

33:21

Are you finding that your business’s internal accounting department is bogged down with repetitive tasks that could be easily outsourced? Imagine if your team could focus on more strategic activities, contributing significantly to your company’s growth. In this engaging 33-minute episode, join Danielle Reynolds, Business Development Manager, as she…

1
WP Cares: Featuring the Amon G. Carter Jr, Downtown YMCA 16:06

2M ago16:06

16:06

In this 15 minute episode, Emily Landry is back for another episode of WP Cares featuring the Amon G. Carter Jr, Downtown YMCA. Paul Russell, Executive Director, joins Emily as they discuss new initiatives, events, and ways to get involved with "The Y." Tune in now to listen!Av Whitley Penn

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Tech-Driven Growth: Whitley Penn’s Strategic Use of Suralink and Technology 55:03

3M ago55:03

55:03

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 dr…

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A Check-Up into the Healthcare Industry with Aaron Heimbuch and Kevin McGowan 27:50

4M ago27:50

27:50

In this 27 minute episode of our Develop podcast series, Danielle Reynolds, Business Development Manager, is joined by Aaron Heimbuch, Audit Senior Manager, and Kevin McGowan, Tax Senior Manager. Together, they discuss the evolving landscape of the healthcare industry, examining the transformation in physician practice management, the crucial audit…

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WP Cares: Featuring the TXCPA Fort Worth Chapter 15:37

4M ago15:37

15:37

Tune into this 15 minute episode of our WP Cares podcast series with Partner Emily Landry. Emily is joined by Jennifer Davis, Executive Director of the Fort Worth Chapter of the Texas Society of Certified Public Accountants (TXCPA). The two discuss the accounting industry as a whole, upcoming initiatives, and ways to get involved within the organiz…

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CAAS Matters: Featuring Ashley Edwards of Insperity 24:04

4M ago24:04

24:04

In this 24-minute episode of our CAAS Matters podcast series, we welcome Ashley Edwards from Insperity alongside host John Yeager. Together, they discuss the world of Human Resources (HR), examining the ins and outs of outsourcing from an HR perspective, and the role and benefits of a Professional Employer Organization (PEO), among other vital topi…

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WP Cares: Featuring the Fort Worth Museum of Science and History 14:25

6M ago14:25

14:25

In this 14-minute episode of our WP Cares series, Emily Landry is joined by Regina Faden, President of the Fort Worth Museum of Science and History. Regina enlightens us about the museum's history, its significant role within the community, and the interactive events designed to captivate visitors. Additionally, Emily and Regina discuss the eagerly…

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Featuring the North Texas Community Foundation 27:10

6M ago27:10

27:10

In this 27-minute episode of our WP Cares series, Emily Landry sits down with Rose Bradshaw, the CEO & President of North Texas Community Foundation. They discuss the Foundation's role in providing resources to the North Texas community and offering support and tools for young nonprofit leaders. Stay tuned for upcoming episodes in this series.…

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Fueling Efficiency with MineralWare 26:47

7M ago26:47

26:47

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 …

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Bridging the Gap Between Education & Employment in Tarrant County 13:01

7M ago13:01

13:01

In this 13-minute episode of our WP Cares podcast series, Emily Landry is joined by Natalie Young Williams, Executive Director of Tarrant To & Through (T3) Partnership. Together, they 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 organiza…

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CAAS Matters: Unlocking The Power of Data and Insights 18:09

8M ago18:09

18:09

In this 18 minute episode of our CAAS Matters podcast series, John Yeager is joined by Jake Baine, CAAS Oil & Gas - Data Products & Strategy Senior Manager. The two discuss the significance of data-driven strategies and actionable insights in driving innovation and optimizing operations to transform businesses, industries, and society. Discover how…

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CAAS Matters: Transaction Quarterback Gameplan 16:28

8M ago16:28

16:28

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 t…

1
WP Cares: The Fort Worth Report 22:52

9M ago22:52

22:52

In this episode of our WP Cares podcast series, Emily Landry sits down with Chris Cobler, Founding Publisher and CEO of Fort Worth Report. They discuss Chris's fascinating background and uncover the rich history behind the Fort Worth Report. Listen in and stay tuned for future episodes in our WP Cares series.…

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Whitley Penn’s Expansion into San Antonio 7:20

10M ago7:20

7:20

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!…

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CAAS Matters: Controllership & Interim Advisory 18:42

10M ago18:42

18:42

In this episode of our CAAS Matters series, John Yeager is joined by Jake Morris, CAAS Controllership & Interim Advisory Partner. Discover how our data-driven insights empower our clients 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!…

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Insights into Growth Strategies with Nathen McEown, Chief Growth Officer 21:31

11M ago21:31

21:31

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 n…

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Reflections, Sustainable Growth and What’s Ahead with Felix Lozano, Chief Growth Officer 23:26

12M ago23:26

23:26

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 …

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CAAS Matters: Featuring John Russo of Sage Intacct 14:56

1y ago14:56

14:56

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 how Sage Intacct can automate general ledge accounting. Tune in and be on the lookout for more episodes in this series.…

1
WP Cares: Carter BloodCare 15:12

1y ago15:12

15:12

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 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.…

1
WP Educates: Nonprofit Series with Nonprofit Industry Leader, Emily Landry 40:02

1y ago40:02

40:02

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. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.Av Whitley Penn

1
WP Educates: Nonprofit Series with RAS Partner, John Williamson 42:22

1y ago42:22

42:22

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 space. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.…

1
WP Educates: Nonprofit Series with SCS Managing Director, Frank Iannelli 37:33

1y ago37:33

37:33

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 Nonprofit space. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.…

1
WP Educates: Nonprofit Series with CAAS Partner, Irfan Dossani & Managing Director, Natasha Klebba 47:40

1+ y ago47:40

47:40

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 & Advisory Services in the Nonprofit space. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.…

1
WP Educates: Nonprofit Series with WPWealth Partner, Shane Miller 40:45

1+ y ago40:45

40:45

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. Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager by clicking here.…

1
CAAS Matters: Technology Solutions featuring Natasha Klebba 15:54

1+ y ago15:54

15:54

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 industry. Gain valuable insights and stay tuned for more upcoming episodes.Av Whitley Penn

1
WP Educates: WPWealth with Shane Miller, Partner 25:40

1+ y ago25:40

25:40

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 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 …

1
CAAS Matters: Featuring Ashleigh Sutter of Intuit 19:16

1+ y ago19:16

19:16

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 practices can help. Stay tuned for more exciting episodes to come.Av Whitley Penn

1
WP Cares: Texas Southern Cattle Raisers Association 19:32

1+ y ago19:32

19:32

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 exciting upcoming events and ways to actively engage with the organization. To learn more about the TSCRA, visit: www.tscra.org…

1
CAAS Matters: Featuring Kalil Merhib of CPA.com 21:40

1+ y ago21:40

21:40

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 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…

1
WP Cares: Gladney Center for Adoption 22:16

1+ y ago22:16

22:16

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 organization and how they provide resources and support to adoptive families. For more information about Gladney Center for Adoption, please visit: https://adoptionsby…

1
M&A Strategies with Lindsey Wendler of Dresner Partners 46:44

1+ y ago46:44

46:44

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 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.…

1
WP Cares: Moncrief Cancer Institute 20:15

1+ y ago20:15

20:15

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 T…

1
WP Educates: Mineral & Asset Management with Jason Fitzgerald, Manager 21:42

1+ y ago21:42

21:42

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…

1
M&A Strategies: Investing in a Quality of Earnings 39:42

1+ y ago39:42

39:42

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) Managing Director and Frank Iannelli, Strategic Consulting Services (SCS) Managing Director as the three discuss the crucial topic of Quality of Earnings. Gain valuable …

1
CAAS Matters: Uncovering Insights & Perspectives featuring Irfan Dossani, Partner-in-Charge of CAAS 19:42

1+ y ago19:42

19:42

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…

1
Leaning into Your Career with Tabatha Coffey, Tax Partner 24:00

1+ y ago24:00

24:00

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 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!…

1
Do Your Best Every Day with Jackson Jones, Audit Senior Manager 37:34

2y ago37:34

37:34

In 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!Av Whitley Penn

1
WP Educates: Nonprofit Series with Public Sector Audit Partner, Celina Cereceres 39:00

2y ago39:00

39:00

Tune 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.Av Whitley Penn

1
Developing the NextGen-eration of Leaders with Brandon Russ, WPWealth Senior Advisor 20:04

2y ago20:04

20:04

In 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, mentorshi…

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Intentional Growth with Aaron Heimbuch, Audit Senior Manager 24:06

2+ y ago24:06

24:06

In 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!Av Whitley Penn

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Embracing New Opportunities with Evan Green, Audit Senior Manager 51:29

2+ y ago51:29

51:29

In 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.Av Whitley Penn

1
The Value of Maintaining Relationships with Brett Murphy, Audit Partner 51:02

2+ y ago51:02

51:02

Brett 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.…

1
Developing a Growth Mindset with Felix Lozano, Chief Growth Officer 44:14

2+ y ago44:14

44:14

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.Av Whitley Penn

1
WP Cares: Jamey Ice 36:32

2+ y ago36:32

36:32

In 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.Av Whitley Penn

1
How Can the ERC Help Your Business? 5:51

2+ y ago5:51

5:51

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.Av Whitley Penn

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Developing a Career-Life Balance with Joe Lavis, Tax Partner 32:40

2+ y ago32:40

32:40

Our 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.…

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WP Cares: Helping Restore Ability 36:20

3y ago36:20

36:20

In 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.…

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