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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.

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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:

1. Common Technology Issues: Ray discusses why family offices often don't achieve the desired results with technology and the common pitfalls they encounter.
2. 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 more staff.
3. Outcome-Driven Approaches: Learn about the importance of Whitley Penn and TOS's outcome-driven strategies, focusing on creating faster, more efficient offices. Various case studies are shared to illustrate how these approaches lead to better investment decisions and cleaner data.

If you have not already, catchup on the previous episodes of the series and Ray's last conversation around Family Offices with John here: Podcast - Whitleypenn

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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:

1. 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.
2. Common Issues in Large Family Offices: They explain the typical path for family offices and the common problems these offices face, which often require outsourced technologies and professional services.
3. Technology Solutions for Family Offices: Learn about Ray's projects with clients, focusing on creating economical data-structured environments and implementing standard processes to solve common issues.

If you have not already, catchup on the previous episodes of the series here: Podcast - Whitleypenn

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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.

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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.

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Explore how AI is transforming family office space today. In this next episode of our Family Office series, join host John Yeager as he discusses with Greg Silverman from Clarity Edge about strategic foundations, the importance of data control and ownership, and practical steps for managing data effectively. Learn about clean data, vendor accountability, and proactive management.

Greg shares a case study on metrics and how platforms like Addepar, Sage, and Knowledger can work together. Discover that tightening your data doesn't have to be costly and that Excel remains a valuable tool.

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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.

Tune in for insights from Whitley Penn’s team on navigating this complex and lucrative industry.

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In this heartfelt episode, we share the inspiring story of Kristen, a mother whose daughter was diagnosed with brain cancer during her kindergarten year. Kristen’s journey led her to the compassionate care of St. Jude Children’s Research Hospital, where groundbreaking work in childhood cancer research and treatment is changing lives.

Host Emily Landry, Kristen, and Tabatha Gonzalez-Olaechea of St. Jude discusses the upcoming Celebration at Sundown event in Fort Worth on February 22nd. Tickets are available now, but they’re selling fast, so don’t miss out on this chance to be part of something truly special.

Thanks to St. Jude’s generous donors, families receive critical treatment, housing, food, and transportation completely free of charge, allowing them to focus on their child’s recovery. Join us to hear Kristen’s moving story, learn more about the impact St. Jude is making in our community, and find out how you can get involved to help end childhood cancer.

Listen now and become a part of the St. Jude mission: Finding cures. Saving children.®

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Join host John Yeager in this engaging 43-minute episode as we dive into the evolution of family office technology with returning guests Susan McDermott from Addepar, Ryan Kerry from Knowledger LLC, Kristen Keith from Sage Intacct, and Alejandro Nazario from TOS. The discussion focuses on the importance of consistent reporting standards and data health, exploring the pros and cons of all-in-one suites versus best-in-class approaches through real-world case studies.

They discuss the vital role of data management policies and procedures and share insights into the latest tech advancements at Addepar, Knowledger, Sage Intacct, and TOS. Discover how AI can enhance usability and make the industry more user-friendly.

Finally, learn how to turn data into actionable insights and make smarter decisions. Tune in for valuable tips on using technology to drive success in the family office sector. 

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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 how to do so responsibly.

Tune in for great conversations and recommendations!

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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 of the industry.

Tune in wherever you get your podcasts on January 2nd for an abundance of bite-sized insights and much more!

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In this 32-minute episode, join host Danielle Reynolds and Mineral and Asset Management Senior Manager, Buffie Campbell, as they explore the importance of having a knowledgeable team manage your mineral and land assets to avoid leaving money on the table.

Buffie sheds light on the emerging landscape of produced water, transforming these current liabilities into assets, and the need for ownership clarity in Texas over the coming months. Learn how technology is making the industry more efficient and transparent. The two also cover industry challenges, future predictions, and key concepts like ownership terms, severance tax, charity ownership, and deductions.

Tune in wherever you get your podcasts on December 11th for essential insights and much more!

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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 structures and asset class management. Learn about the innovative tools being developed to streamline operations and reduce noise in the single-family office space, and the critical role of technology investment in managing a small but efficient team.

Whether you’re already part of a family office, considering creating one, or working within the industry, this episode is packed with valuable insights tailored just for you. Tune in to gain a deeper understanding of family offices and how they operate. 

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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 structures and services available. You’ll quickly see that when it comes to family offices, there’s no one-size-fits-all solution.

Expect a lively and insightful discussion, with professional debates and differing viewpoints on what truly defines a family office. Whether you’re already part of a family office, considering creating one, or working within the industry, this episode is packed with valuable insights tailored just for you.

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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 metrics vary from business to business and how clients often underestimate the proximity of their strategic resources. Jake shares his experience leveraging existing technology to enhance data strategies, positioning his team as trusted advisors. Learn about the crucial relationship between accounting processes and effective reporting, and why managing these processes are vital for actionable data insights.

For clients feeling the pinch of high Enterprise Resource Planning (ERP) costs without sufficient returns, this episode highlights the process of designing a customized data strategy, implementing timelines, and providing ongoing support post-adoption. Tune in to understand why data is a cornerstone across all industries and how you can harness it to elevate your business performance.

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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 sits down with Tim Sims, Client Accounting and Advisory Services (CAAS) Managing Director, to discuss the benefits of outsourcing your accounting processes. The two will guide you through the essential criteria for selecting the right accounting firm for your business, share inspiring success stories, and highlight how the latest technological advancements can streamline your operations.

Whether you’re new to the concept of outsourced accounting or looking to deepen your understanding, this episode is packed with valuable insights. Tune in now to discover how outsourcing can transform your business!

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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!

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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 to learn how technology is shaping the future of the accounting industry. 

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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 and tax challenges that healthcare entities may encounter, and more. Tune in for an insightful look into the future trends shaping the healthcare industry.

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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 organization. Listen in and stay tuned for future episodes.

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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 topics. Don't miss out on this opportunity to discover the profound impact HR can have on an organization, often in ways that go unnoticed. Tune in and keep an eye out for future episodes in this series. 

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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 anticipated Jane & John Justin Foundation Omni Theater, which is set to open its doors this coming fall. Tune in and don't miss out on future episodes in our WP Cares series. 

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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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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 promises valuable insights and actionable takeaways. Tune in to learn more!

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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 Tarrant County that helps turn students’ dreams into tangible realities. Learn about the growth of this organization since its founding four years ago and the ways you can become involved in their efforts. Tune in to hear the inspiring story of T3 and their commitment to creating clear pathways to brighter futures for Tarrant County students.

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