All Episodes
Whitley Penn Talks — 180 episodes
Whitley Penn Talks: What Landman Doesn't Show You About Oil & Gas Leadership
Whitley Penn Talks: Will AI Change Oil & Gas Faster Than We Expect?
Whitley Penn Talks: Could Trump Accounts Create a New Generation of Early Investors?
Whitley Penn Talks: What's Your Goal? 5 Signs Your Business is Ready to Scale
Whitley Penn Talks: More Than a Great Idea - 3 Focuses Founders Need to Succeed
Navigating Owner Relations: Tips From a 5th Generation Royalty Owner
Whitley Penn Talks: How Theatre Shapes Community Impact
Whitley Penn Talks: Facing Leukemia Together - Resilience, Support & the Power of Community
Whitley Penn Talks: The Cost of Gaps in Healthcare Documentation
Whitley Penn Talks: Our Friends Place
Whitley Penn Talks: The Billion Dollar Resource Hiding Under Texas
Whitley Penn Talks: 2026 Tax Guide - What Individuals, Seniors, and Business Owners Need to Know to Save More
Whitley Penn Talks: Supporting Texas Foster Youth with Day 1 Bags
Whitley Penn Talks: A Crude Bit of Humor - We NAPEd Harder Than Ever: Inside the 2026 Energy Summit
Whitley Penn Talks: Building Purposeful Community with New Danville
Whitley Penn Talks: A Crude Bit of Humor - From Disclaimed Heirs to Missing Money: Tales from the Title Trenches
Whitley Penn Talks: A Crude Bit of Humor - Squishy Law & Probate Drama ... Welcome to Oil Country
Changing Lives in Midland One Yard at a Time
Whitley Penn Talks: 2026 Healthcare Trends - AI, Compliance, & Succession Planning
Whitley Penn Talks: A Crude Bit of Humor - AI Gets Its Hands Dirty in Energy Pt.2
Whitley Penn Talks: A Crude Bit of Humor - AI Gets Its Hands Dirty in Energy PT.1
Whitley Penn Talks: Inside the Whitley Penn Philanthropic Fund
Whitley Penn Talks: Updates on Rates, Tariffs, & the Dollar in a Shifting Economy
Whitley Penn Talks: The Untold Stories of Austin's Rescued Residents
Whitley Penn Talks: What's Hot in Energy M&A
Whitley Penn Talks: Universities React to Texas Senate Bill 262
Whitley Penn Talks: Building a Nonprofit Legacy with Jason Ray, CEO of Clayton Youth
Whitley Penn Talks: What Texas Senate Bill 2610 Means for Small Businesses
Whitley Penn Talks: Nonprofits in the Current Economic Environment
Whitley Penn Talks: Texas Senate Bill 262 & 522
Whitley Penn Talks: Growing a Faith-Oriented Community in West Texas
Whitley Penn Talks: REGULATION ALERT - 2025 Tax Updates
Whitley Penn Talks: Reducing Overhead Expenses for Nonprofits in Your Community
Whitley Penn Talks: Advancing Women in Commercial Real Estate
Whitley Penn Talks: 2025 Transparency Act
Whitley Penn Cares Featuring the Permian Strategic Partnership
Solving Technology Challenges in Family Offices with Raymond Dinunzio
Family Office Insights and Solutions with Raymond Dinunzio
Whitley Penn Cares featuring American Warrior Association
Whitley Penn Cares featuring Camp Thurman
Make Your Data Work for Your Family Office Without Breaking the Bank
A Guide to Mineral Management for Family Offices
How St. Jude is Changing Childhood Cancer Care
The Future of Family Office Technology
Navigating Family Office Strategies: Insourcing vs. Outsourcing
Fund Administration Unveiled: Insights with Industry Leader, Katie Peck
Navigating Mineral Ownership: Strategies for Asset Management featuring Buffie Campbell
Exploring the Evolution of Family Offices: Insights from Industry Leaders | CAAS Matters
What is a Family Office? Featuring Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario | CAAS Matters
Unlocking Business Insights with Custom Data Products and Strategies | Develop
Outsourced Accounting: Elevating Your Internal Processes | Develop
WP Cares: Featuring the Amon G. Carter Jr, Downtown YMCA
Tech-Driven Growth: Whitley Penn’s Strategic Use of Suralink and Technology
A Check-Up into the Healthcare Industry with Aaron Heimbuch and Kevin McGowan
WP Cares: Featuring the TXCPA Fort Worth Chapter
CAAS Matters: Featuring Ashley Edwards of Insperity
WP Cares: Featuring the Fort Worth Museum of Science and History
Featuring the North Texas Community Foundation
Fueling Efficiency with MineralWare
Bridging the Gap Between Education & Employment in Tarrant County
CAAS Matters: Unlocking The Power of Data and Insights
CAAS Matters: Transaction Quarterback Gameplan
WP Cares: The Fort Worth Report
Whitley Penn’s Expansion into San Antonio
CAAS Matters: Controllership & Interim Advisory
Insights into Growth Strategies with Nathen McEown, Chief Growth Officer
Reflections, Sustainable Growth and What’s Ahead with Felix Lozano, Chief Growth Officer
CAAS Matters: Featuring John Russo of Sage Intacct
WP Cares: Carter BloodCare
WP Educates: Nonprofit Series with Nonprofit Industry Leader, Emily Landry
WP Educates: Nonprofit Series with RAS Partner, John Williamson
WP Educates: Nonprofit Series with SCS Managing Director, Frank Iannelli
WP Educates: Nonprofit Series with CAAS Partner, Irfan Dossani & Managing Director, Natasha Klebba
WP Educates: Nonprofit Series with WPWealth Partner, Shane Miller
CAAS Matters: Technology Solutions featuring Natasha Klebba
WP Educates: WPWealth with Shane Miller, Partner
CAAS Matters: Featuring Ashleigh Sutter of Intuit
WP Cares: Texas Southern Cattle Raisers Association
CAAS Matters: Featuring Kalil Merhib of CPA.com
WP Cares: Gladney Center for Adoption
M&A Strategies with Lindsey Wendler of Dresner Partners
WP Cares: Moncrief Cancer Institute
WP Educates: Mineral & Asset Management with Jason Fitzgerald, Manager
M&A Strategies: Investing in a Quality of Earnings
CAAS Matters: Uncovering Insights & Perspectives featuring Irfan Dossani, Partner-in-Charge of CAAS
Leaning into Your Career with Tabatha Coffey, Tax Partner
Do Your Best Every Day with Jackson Jones, Audit Senior Manager
WP Educates: Nonprofit Series with Public Sector Audit Partner, Celina Cereceres
Developing the NextGen-eration of Leaders with Brandon Russ, WPWealth Senior Advisor
Intentional Growth with Aaron Heimbuch, Audit Senior Manager
Embracing New Opportunities with Evan Green, Audit Senior Manager
The Value of Maintaining Relationships with Brett Murphy, Audit Partner
Developing a Growth Mindset with Felix Lozano, Chief Growth Officer
WP Cares: Jamey Ice
How Can the ERC Help Your Business?
Developing a Career-Life Balance with Joe Lavis, Tax Partner
WP Cares: Helping Restore Ability
Myth Busters: Debunking the IRS with Bill Wilson, former IRS Revenue Agent
WP Financial Series: Insurance
State of the Economy: 2021 Wrap-Up
The Cyber Guys: Security & Privacy
The Cyber Guys: Navigating Cybersecurity Careers
Energy Executive Profile #12: Jamie Liang, Blackbuck Resources
The Cyber Guys: Social Engineering and Phishing
Making Your Career Count with Cole Elliot, Tax Senior Manager
ESG Investing
Start Now, Success Later: Estate Law
The Cyber Guys: SOC Reporting
Professional Growth with Caleb Robison, Audit Senior Manager
Myth Busters: Episode #1
Employee Retention Credit
The Cyber Guys: Data Breaches & 3rd Party Relationships
WP Cares: American Heart Association
Navigating Your Career as a Young Professional with Breanna Oakley, Tax Senior Manager
WP Cares: Race to Kindness
State of the Economy: Estate Planning
Start Now, Success Later: Student Loans
The State of the Economy #2
Go Giver Mentality with Frank Iannelli, Strategic Consulting Managing Director
The Power of Mentorship, with Kristen Lollar
CAAS - Our Tools for Your Business: Featuring Bill.com
Start Now, Success Later: Buying vs Leasing a Car
Turning Obstacles into Opportunities for Growth, with Kristen Sayegh
Start Now, Success Later: Things to Know When Buying a Home
Taking On Opportunities, with Nathen McEown
Start Now, Success Later: Investing
The State of the Economy
WP Cares: The Net
Energy Executive Profile #11: Erik Holt
Start Now, Success Later: First Time Tax Filing
Start Now, Success Later: The Lowdown on 401k
Start Now, Success Later: An Overview of Employer Benefits
Start Now, Success Later: Budgeting, Debt Management, and Savings
WPCares with LLS
CAAS: Welcome to the World of Outsourced Accounting
Start Now, Success Later: The Importance of Financial Literacy
A Year in Transition
WP Cares: CASA of Galveston County
Energy Executive Profile #10: Blake Kirshman, BBVA
WP Cares: Option, Inc.
Marketing Yourself to DEVELOP in Your Career
Personal Wellness: A Healthy Work/Life Balance for a Healthier YOU
Navigating Through the Election
Whitley Penn Cares: Junior Achievement of the Chisholm Trail
Major Fundcast Episode 5: 10 Tips of Being an Effective Team Member
Responding to Cybersecurity Risks in a Work From Home Environment
Recruiting 101: Laying Your Foundation
Energy Executive Profile #9: Chuck Yates
Long-Term Care
Major Fundcast Episode 4: Diving Into Insurance
How current is your estate and wealth plan?
Navigating Through #Debt
Navigating Through Taxes, Government Stimulus and The Election
Major Fundcast Episode 3: David Webb of Stifel Nicolaus
Financial Literacy: Why It's Important and Why We Should Talk About It
Nexia Day 2020 - Enduring Relationships: Larry Autrey & Felix Lozano
Navigating Through Client Expectations: What Does the Future Hold?
Channeling the New Normal with Mark Topel: The Good Ole Days
Navigating Through Lessons Learned from COVID-19 with WPWealth
WPWealth CARES About Retirement Plans
PPP Loan Forgiveness Program - Jon Karp & Kristen Sayegh
Public Sector Major Fundcast: Episode 2
Navigating Through Volatility with WPWealth
Public Sector Major Fundcast: Episode 1
Understanding the CARES Act and How It Affects Your Company
Navigating Through Uncertainty with WPWealth
Energy Executive Profile #8 - Polidoros Trejos
Energy Executive Profile #7 - Matt Miller
Energy Executive Profile #6: Tyson Greer
Energy Executive Profile #5 - Chris Atherton, EnergyNet
Entrepreneur Spotlight: Matthew Lopez, MBL Title
Energy Executive Profile #4: Matt Gentry
Energy Executive Profile #3: David Ramsden-Wood
Tax Year-End Planning Tid Bits
Energy Executive Profile #2: Kenny Worrell & Mickey Friedrich
Buy Sell Agreements: What, why, and How?
Energy Executive Profile #1: Brandon White
Cybersecurity Risk Assessments
Tax Law & How to Combat the Changing Tax Codes
Introduction to Whitley Penn Talks