WP Educates: Nonprofit Series With SCS Managing Director, Frank Iannelli Whitley Penn Talks podcast

18:27

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, 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!…

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Whitley Penn Cares featuring Camp Thurman 18:57

9天之前18:57

18:57

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 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!…

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Make Your Data Work for Your Family Office Without Breaking the Bank 27:33

16天之前27:33

27:33

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 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!…

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A Guide to Mineral Management for Family Offices 23:11

30天之前23:11

23:11

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 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!…

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How St. Jude is Changing Childhood Cancer Care 18:15

大约1年之前18:15

18:15

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’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.® Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!…

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The Future of Family Office Technology 43:19

大约1年之前43:19

43:19

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 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!…

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Navigating Family Office Strategies: Insourcing vs. Outsourcing 28:43

大约1年之前28:43

28:43

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 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! Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!…

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Fund Administration Unveiled: Insights with Industry Leader, Katie Peck 24:21

大约1年之前24:21

24:21

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 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! Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!…

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Navigating Mineral Ownership: Strategies for Asset Management featuring Buffie Campbell 32:11

大约1年之前32:11

32:11

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 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! Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!…

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Exploring the Evolution of Family Offices: Insights from Industry Leaders | CAAS Matters 22:04

大约1年之前22:04

22:04

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, 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!…

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What is a Family Office? Featuring Susan McDermott, Ryan Kerry, Kristen Keith, and Alejandro Nazario | CAAS Matters 23:02

大约1年之前23:02

23:02

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 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!…

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Unlocking Business Insights with Custom Data Products and Strategies | Develop 20:16

大约1年之前20:16

20:16

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 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!…

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Outsourced Accounting: Elevating Your Internal Processes | Develop 33:21

大约1年之前33:21

33:21

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 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! Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!…

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WP Cares: Featuring the Amon G. Carter Jr, Downtown YMCA 16:06

大约1年之前16:06

16:06

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 to get involved with "The Y." Tune in now to listen! Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!…

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Tech-Driven Growth: Whitley Penn’s Strategic Use of Suralink and Technology 55:03

大约1年之前55:03