Whitley Penn Talks
Business & Finance
About
Welcome to Whitley Penn Talks where we give you valuable insights to help you make confident, informed decisions and move your business forward. At Whitley Penn, we serve as the nation's 34th largest full service public accounting firm, headquartered at the heart of Fort Worth, Texas. In 2019, we started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. Since then, our content has grown and changed, just like us. Now, we aim to give you valuable thought leadership on trending topics and current events effecting global business services to positively impact our listeners personal and professional lives. 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, accou
Episodes
- Whitley Penn Talks: Our Friends Place
Message us! In this episode of Whitley Penn Talks, WPCares series host Emily Landry speaks with Helena L. Banks, CEO of Our Friends Place, about empowering young women experiencing homelessness to build stable, independent futures. The con…
- Whitley Penn Talks: The Billion Dollar Resource Hiding Under Texas
Message us! In this episode of Whitley Penn Talks, host Kendall Neukomm sits down with Buffie Campbell and Jim Bradbury, Partner at James D. Bradbury, PLLC to explore the rapid rise of produced water as a new asset class in Texas. What was…
- Whitley Penn Talks: 2026 Tax Guide - What Individuals, Seniors, and Business Owners Need to Know to Save More
Message us! With tax season well underway, Kendall Neukomm sits down with Whitley Penn Tax Partners Jon P. Karp and Kristen L. Sayegh to break down the most impactful changes shaping 2026 filings. They discuss key developments shaping 2026…
- Whitley Penn Talks: Supporting Texas Foster Youth with Day 1 Bags
Message us! Day 1 Bags began as a small Eagle Scout project and has grown into a statewide effort bringing dignity to youth transitioning through the foster care system. In this episode of Whitley Penn Talks, host Emily Landry speaks with…
- Whitley Penn Talks: A Crude Bit of Humor - We NAPEd Harder Than Ever: Inside the 2026 Energy Summit
Message us! The North American Prospect Expo (NAPE) is the energy industry’s largest marketplace for buying, selling and trading prospects. This year's event brought major insights and surprising tech. In this episode of A Crude Bit of Hum…
- Whitley Penn Talks: Building Purposeful Community with New Danville
This episode of Whitley Penn Talks introduces New Danville, a community supporting adults with intellectual and developmental disabilities. It covers their ranch-style living, life skills training, and the impact of programs, including a n…
- Whitley Penn Talks: A Crude Bit of Humor - From Disclaimed Heirs to Missing Money: Tales from the Title Trenches
This episode of Whitley Penn Talks discusses how title defects, probate complications, and estate planning errors can create risks for mineral owners. Title attorney Mellisa Gardner explains real-world scenarios involving family dynamics a…
- Whitley Penn Talks: A Crude Bit of Humor - Squishy Law & Probate Drama ... Welcome to Oil Country
In this episode of A Crude Bit of Humor, attorney Melissa Gardner discusses how legal decisions, title opinions, and mineral ownership challenges impact the oil and gas industry, covering jurisdictional issues and surprising cases.
- Changing Lives in Midland One Yard at a Time
In this episode of Whitley Penn Talks, host Emily Landry speaks with Jake Smith and Stephen O’Dell of the Neighbors Eden Project. The Midland, Texas-based nonprofit, which began from lawn care videos, received a grant from the Whitley Penn…
- Whitley Penn Talks: 2026 Healthcare Trends - AI, Compliance, & Succession Planning
Whitley Penn leaders recap their Dallas Healthcare Conference, discussing 2026 trends including AI adoption, compliance, and succession planning. The episode covers industry challenges and insights on revenue cycle management and leadershi…
- Whitley Penn Talks: A Crude Bit of Humor - AI Gets Its Hands Dirty in Energy Pt.2
Message us! 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, resh…
- Whitley Penn Talks: A Crude Bit of Humor - AI Gets Its Hands Dirty in Energy PT.1
Message us! 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 dyna…
- Whitley Penn Talks: Inside the Whitley Penn Philanthropic Fund
Message us! 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 gra…
- Whitley Penn Talks: Updates on Rates, Tariffs, & the Dollar in a Shifting Economy
Message us! 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 evolv…
- Whitley Penn Talks: The Untold Stories of Austin's Rescued Residents
Message us! 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 heartwarm…
- Whitley Penn Talks: What's Hot in Energy M&A
Message us! 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…
- Whitley Penn Talks: Universities React to Texas Senate Bill 262
Message us! 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…
- Whitley Penn Talks: Building a Nonprofit Legacy with Jason Ray, CEO of Clayton Youth
Message us! 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 L…
- Whitley Penn Talks: What Texas Senate Bill 2610 Means for Small Businesses
Message us! 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…
- Whitley Penn Talks: Nonprofits in the Current Economic Environment
Message us! 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…
- Whitley Penn Talks: Texas Senate Bill 262 & 522
Message us! 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…
- Whitley Penn Talks: Growing a Faith-Oriented Community in West Texas
Message us! 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…
- Whitley Penn Talks: REGULATION ALERT - 2025 Tax Updates
Message us! 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 wil…
- Whitley Penn Talks: Reducing Overhead Expenses for Nonprofits in Your Community
Message us! 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…
- Whitley Penn Talks: Advancing Women in Commercial Real Estate
Message us! 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…
- Whitley Penn Talks: 2025 Transparency Act
Message us! 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 abo…
- Whitley Penn Cares Featuring the Permian Strategic Partnership
Message us! 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…
- Solving Technology Challenges in Family Offices with Raymond Dinunzio
Message us! 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 tech…
- Family Office Insights and Solutions with Raymond Dinunzio
Message us! 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 Po…
- Whitley Penn Cares featuring American Warrior Association
Message us! 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, f…
- Whitley Penn Cares featuring Camp Thurman
Message us! 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 c…
- Make Your Data Work for Your Family Office Without Breaking the Bank
Message us! 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…
- A Guide to Mineral Management for Family Offices
Message us! 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 exp…
- How St. Jude is Changing Childhood Cancer Care
Message us! 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’…
- The Future of Family Office Technology
Message us! 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 Inta…
- Navigating Family Office Strategies: Insourcing vs. Outsourcing
Message us! 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 i…
- Fund Administration Unveiled: Insights with Industry Leader, Katie Peck
Message us! 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 mode…
- Navigating Mineral Ownership: Strategies for Asset Management featuring Buffie Campbell
Message us! 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 avoi…
- Exploring the Evolution of Family Offices: Insights from Industry Leaders | CAAS Matters
Message us! 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…
- What is a Family Office? Featuring Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario | CAAS Matters
Message us! 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 exc…
- Unlocking Business Insights with Custom Data Products and Strategies | Develop
Message us! 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 pr…
- Outsourced Accounting: Elevating Your Internal Processes | Develop
Message us! 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…
- WP Cares: Featuring the Amon G. Carter Jr, Downtown YMCA
Message us! 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 t…
- Tech-Driven Growth: Whitley Penn’s Strategic Use of Suralink and Technology
Message us! 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,…
- A Check-Up into the Healthcare Industry with Aaron Heimbuch and Kevin McGowan
Message us! 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 e…
- WP Cares: Featuring the TXCPA Fort Worth Chapter
Message us! 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 (…
- CAAS Matters: Featuring Ashley Edwards of Insperity
Message us! 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 outsour…
- WP Cares: Featuring the Fort Worth Museum of Science and History
Message us! 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…
- Featuring the North Texas Community Foundation
Message us! 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 Texa…
- Fueling Efficiency with MineralWare
Message us! 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 jo…