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Whitley Penn
Whitley Penn TalksEpisodes
Episodes of Whitley Penn Talks
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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 Tarran
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 d
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 discu
In 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 adopt
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. Li
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 discu
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 de
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 strateg
Join 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 th
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 balan
Are 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
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 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 st
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 R
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
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
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 th
In 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 solutio
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
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 upco
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 l
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
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
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 a
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 ad
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