Whitley Penn Talks

Whitley Penn
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Whitley Penn Talks

Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject matter discussed during this podcast. The statutes, authorities, and other laws cited in this podcast are subject to change. This podcast and related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.

  1. قبل ٤ ساعات

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

    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 g...

    ٢٢ من الدقائق

  2. ١٩ جمادى الأولى

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

    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 f...

    ٢٣ من الدقائق

  3. ١٢ جمادى الأولى

    Unlocking Business Insights with Custom Data Products and Strategies | Develop

    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 lever...

    ٢٠ من الدقائق

  4. ٢٥ ربيع الآخر

    Outsourced Accounting: Elevating Your Internal Processes | Develop

    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 p...

    ٣٣ من الدقائق

  5. ٢٩ ربيع الأول

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

    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!

    ١٦ من الدقائق

  6. ٢٥ صفر

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

    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. Disco...

    ٥٥ من الدقائق

  7. ١٧ صفر

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

    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 ...

    ٢٨ من الدقائق

  8. ١٦ صفر

    WP Cares: Featuring the TXCPA Fort Worth Chapter

    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.

    ١٦ من الدقائق
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Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject matter discussed during this podcast. The statutes, authorities, and other laws cited in this podcast are subject to change. This podcast and related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.

المعلومات

  • صناع العمل
    Whitley Penn
  • سنوات النشاط
    ١٤٤٠ هـ - ١٤٤٦ هـ
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  • حقوق النشر
    © 2024 Whitley Penn Talks
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    Whitley Penn Talks

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