116 episodes
Whitley Penn Talks Whitley Penn
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- Business
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4.9 • 23 Ratings
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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.
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Reflections, Sustainable Growth and What’s Ahead with Felix Lozano, Chief Growth Officer
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 balance of driving the firm’s long-term sustainable growth. Don't miss out on this insightful episode and stay tuned for future episodes with more of our talented professionals.
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CAAS Matters: Is Your Legacy EPM Holding You Back?
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 how OneStream’s corporate performance management platform paired with Whitley Penn’s Data Analytics & Transformation Solutions can help. Tune in to learn more and click here to register for our webinar on December 12, 2023.
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CAAS Matters: Featuring John Russo of Sage Intacct
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 in and be on the lookout for more episodes in this series.
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WP Cares: Carter BloodCare
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 steps you can take to give the lifesaving gift of blood. Visit carterbloodcare.org to learn more.
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WP Educates: Nonprofit Series with Nonprofit Industry Leader, Emily Landry
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 Reynolds, Business Development Manager by clicking here. -
WP Educates: Nonprofit Series with RAS Partner, John Williamson
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 Danielle Reynolds, Business Development Manager by clicking here.