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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 Challenges for 2026
- Compliance & AI Impact

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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 AI
• How leadership attitudes impact adoption in the energy industry
• The role of data as a commodity and its implications for future operations
• Security and compliance challenges in AI-driven mineral management
• What proactive dashboards and intelligent systems mean for risk mitigation

Why Listen?

If you’re in the energy industry and wondering how AI can streamline operations, improve owner relations, and reduce costs, this episode is packed with practical insights and forward-thinking ideas. Our guests share real-world examples and predictions that will help you prepare for what’s next.

Don't miss Part 1 of this series - Tune in here.

Listen now on YouTube, Spotify, or Apple Podcasts, and subscribe for future episodes of Whitley Penn Talks. For more resources, visit whitleypenn.com/podcast

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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 education to risk mitigation and automation, discover how to stay ahead in a rapidly evolving landscape.

Tune in now to discover:

• How AI is changing the job market and why adaptability matters
• The role of AI in accelerating learning and onboarding
• Practical examples of AI in energy operations and customer service
• Why disruption means opportunity for businesses and professionals

Catch up on episode #1 here: https://youtu.be/gHWGJS-cOEk

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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 Penn’s core values of service and stewardship, emphasizing that client service is deeply embedded in the firm’s DNA. He shares that this commitment naturally extends to community involvement, and that the fund gives employees and partners a meaningful way to give back, whether through financial contributions, volunteering, or leadership in local organizations.

Topics Discussed: 

• Origin and mission of the Whitley Penn Philanthropic Fund
• Stories of impact from spring grant recipients
• How employees get involved

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Check out Part 1 here: https://youtu.be/bFeOW8FSZGg

In 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 the future with confidence.

Topics discussed:
- Tariff impacts on small businesses and consumer pricing
- Federal Reserve rate cuts and debt management strategies
- Smart spending habits and long-term financial planning

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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 Austin Farm Sanctuary and its first rescue
 - Their collaboration with Texas A&M’s vet team to care for rescued animals
 - How the sanctuary helps people connect with animals and spark empathy

Connect with the speakers here: https://www.whitleypenn.com/wp-talks-podcast/untold-stories-of-austins-rescued-residents/

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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 market
• The impact of AI and automation on land and mineral management
• Misconceptions about mineral rights (spoiler: it’s not just mailbox money)
• Strategic shifts in mineral acquisitions and private equity’s growing role
• A wild story of a West Texas goldmine bought on eBay

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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 following the passage of Senate Bill 262.

Building on a previous episode featuring policymakers, this conversation shifts to the educator and employer perspectives. Kirsten shares how SB 262, introducing an alternative pathway to CPA certification, could reshape accounting education, curriculum design, and student decision-making. Valerie offers a boots-on-the-ground view from college campuses, discussing how students are responding and what firms are considering as they adapt to the new reality.

Whether you're a student, educator, or employer, this episode offers valuable insights into how Texas is reimagining the path to becoming a CPA and what it means for the future of the profession.

Together, they unpack: 

• What SB 262 entails and its implementation timeline
• The challenges and opportunities for universities and firms
• Concerns around maintaining rigor and CPA exam readiness
• The potential long-term impact on the accounting talent pipeline

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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 nonprofits are navigating a rapidly changing landscape with funding uncertainty
• Clayton Youth's mission and how empathy and life skills are central to youth development
• With federal funding in limbo and scholarship resources stretched thin, community support is more vital than ever

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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 legal landscape and turn compliance into a strategic advantage.

Register for our webinar here: https://web.cvent.com/event/C2965E09-C0DD-4B14-A6A1-73CA1F7E2185/regProcessStep1

Topics Discussed:
- Understanding what the law entails and why it matters for Texas businesses
- How adopting recognized cybersecurity compliance frameworks can shield companies from exemplary legal damages
- Tailored requirements for businesses with under 250 employees
- How SB 2610 can strategically reduce risk, lower costs, and improve reputation

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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 Conference
• Insights into Leadership Fort Worth’s programs and community impact
• Reflections on collaboration and resilience from the “Leadership Outlook: From the Mayor’s Desk” event 
• Predictions for the future of nonprofits in a shifting economic and social landscape

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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 bills
 - How these bills aim to address challenges in the Texas accounting industry
 - What these changes could mean for your hiring, education, and compliance strategies

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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 podcast series.

Topics Discussed:
 - How Stonegate is uniting the community of Midland, TX
 - Advice on how to navigate challenges within Nonprofits
 - How you can get involved at Stonegate’s ESL Program

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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 Act
Potential impacts of Medicaid cuts and a raised debt ceiling
Intra-party tensions shaping the bill’s progress

Sign up for tax alerts here: https://share.hsforms.com/1zI6CftghSQSEWVOBdrmBXQblr63

**Disclaimer: In this episode, we incorrectly state that a bill passes with 50% of the vote. The correct requirement is over 50%, or a simple majority. We apologize for the error.

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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 Discussed:

• How deep collaboration is rooted in their mission
• How MSS is supporting nonprofits in Midland, TX
• A sneak peek at their July community social

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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 Worth
• CREW Fort Worth’s Strategic Plan and 40-Year Legacy of Women Supporting Women
• How to Get Involved Locally and Globally Through CREW Network

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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 2019
• Insights on what compliance under this bill looks like for hospitals
• What this bill means for everyday consumers with medical insurance and how to benefit from new clear pricing information

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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 and strategies to help you navigate these turbulent times and make informed decisions as investors and business leaders.

Topics Discussed:
 -  Latest Stock Market Updates and Investor Response Trends
 -  Impact of Recent Tariff Changes and Their Implications on Global Trade
 -  Actionable Insights and Strategies for Businesses Facing Supply Chain Issues and Individual Investors at All Stages of Life

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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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