Whitley Penn Talks: Growing a Faith-Oriented Community in West Texas
Whitley Penn Talks
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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Whitley Penn Talks: REGULATION ALERT - 2025 Tax Updates
Whitley Penn Talks
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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Whitley Penn Talks: Reducing Overhead Expenses for Nonprofits in Your Community
Whitley Penn Talks
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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Whitley Penn Talks: Advancing Women in Commercial Real Estate
Whitley Penn Talks
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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Whitley Penn Talks: 2025 Transparency Act
Whitley Penn Talks
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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Whitley Penn Talks: Tariffs and Market Updates
Whitley Penn Talks
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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Whitley Penn Cares Featuring the Permian Strategic Partnership
Whitley Penn Talks
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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Solving Technology Challenges in Family Offices with Raymond Dinunzio
Whitley Penn Talks
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 more staff.
- 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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Family Office Insights and Solutions with Raymond Dinunzio
Whitley Penn Talks
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 outsourced technologies and professional services.
- 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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Whitley Penn Cares featuring American Warrior Association
Whitley Penn Talks
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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Whitley Penn Cares featuring Camp Thurman
Whitley Penn Talks
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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Make Your Data Work for Your Family Office Without Breaking the Bank
Whitley Penn Talks
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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A Guide to Mineral Management for Family Offices
Whitley Penn Talks
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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How St. Jude is Changing Childhood Cancer Care
Whitley Penn Talks
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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The Future of Family Office Technology
Whitley Penn Talks
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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Navigating Family Office Strategies: Insourcing vs. Outsourcing
Whitley Penn Talks
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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Fund Administration Unveiled: Insights with Industry Leader, Katie Peck
Whitley Penn Talks
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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Navigating Mineral Ownership: Strategies for Asset Management featuring Buffie Campbell
Whitley Penn Talks
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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Exploring the Evolution of Family Offices: Insights from Industry Leaders | CAAS Matters
Whitley Penn Talks
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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What is a Family Office? Featuring Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario | CAAS Matters
Whitley Penn Talks
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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Unlocking Business Insights with Custom Data Products and Strategies | Develop
Whitley Penn Talks
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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Outsourced Accounting: Elevating Your Internal Processes | Develop
Whitley Penn Talks
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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WP Cares: Featuring the Amon G. Carter Jr, Downtown YMCA
Whitley Penn Talks
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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Tech-Driven Growth: Whitley Penn’s Strategic Use of Suralink and Technology
Whitley Penn Talks
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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A Check-Up into the Healthcare Industry with Aaron Heimbuch and Kevin McGowan
Whitley Penn Talks
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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Whitley Penn Talks: Growing a Faith-Oriented Community in West Texas
27:58
Whitley Penn Talks: REGULATION ALERT - 2025 Tax Updates
20:30
Whitley Penn Talks: Reducing Overhead Expenses for Nonprofits in Your Community
26:41
Whitley Penn Talks: Advancing Women in Commercial Real Estate
18:53
Whitley Penn Talks: 2025 Transparency Act
25:56
Whitley Penn Talks: Tariffs and Market Updates
26:00
Whitley Penn Cares Featuring the Permian Strategic Partnership
10:10
Solving Technology Challenges in Family Offices with Raymond Dinunzio
43:21
Family Office Insights and Solutions with Raymond Dinunzio
33:01
Whitley Penn Cares featuring American Warrior Association
18:27
Whitley Penn Cares featuring Camp Thurman
18:57
Make Your Data Work for Your Family Office Without Breaking the Bank
27:33
A Guide to Mineral Management for Family Offices
23:11
How St. Jude is Changing Childhood Cancer Care
18:15
The Future of Family Office Technology
43:19
Navigating Family Office Strategies: Insourcing vs. Outsourcing
28:43
Fund Administration Unveiled: Insights with Industry Leader, Katie Peck
24:21
Navigating Mineral Ownership: Strategies for Asset Management featuring Buffie Campbell
32:11
Exploring the Evolution of Family Offices: Insights from Industry Leaders | CAAS Matters
22:04
What is a Family Office? Featuring Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario | CAAS Matters
23:02
Unlocking Business Insights with Custom Data Products and Strategies | Develop
20:16
Outsourced Accounting: Elevating Your Internal Processes | Develop
33:21
WP Cares: Featuring the Amon G. Carter Jr, Downtown YMCA
16:06
Tech-Driven Growth: Whitley Penn’s Strategic Use of Suralink and Technology
55:03
A Check-Up into the Healthcare Industry with Aaron Heimbuch and Kevin McGowan
27:50