Unlocking Business Insights With Custom Data Products And Strategies

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תוכן מסופק על ידי Whitley Penn. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Whitley Penn או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

World of Secrets

1
The Killing Call: 1. The death of a star 35:12

לפני 16 ימים35:12

הפעל מאוחר יותר

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לייק

אהבתי

35:12

Sidhu Moose Wala explodes onto the Canadian music scene. His sound is a fusion of two worlds - hip-hop with the poetic language of rural Punjab, where he is from. After years of struggle he’s making it. But with the spotlight comes a dark side. As his fame grows, so do the threats. "We will kill you." Presented by broadcaster and DJ Bobby Friction and investigative journalist Ishleen Kaur. Season 8 of World of Secrets, The Killing Call, is a BBC Eye investigation for the BBC World Service. Archive audio credits: Lovepreet Waraich, Malwa TV, BritAsia TV, MPHONE Canteeni Mandeer, GK Digital, Thakur Media, Capital Extra, Famous Punjab TV, ModernSings, Dheeth.jeha, RealRohitBlogs, Mirror Now, India Today. Here’s a link to the BBC Eye two-part documentary films, which we recommend you watch after listening to this podcast: https://bit.ly/thekillingcall If you are in the UK, you can watch on iPlayer: https://www.bbc.co.uk/programmes/m002f18y…

Whitley Penn Talks « »
Unlocking Business Insights with Custom Data Products and Strategies | Develop

לפני שנה 20:16

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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!

151 פרקים

#Business #News #Government #Whitley Penn #Tax #Audit #Accounting #Money #Wealth Management #Finance #Economics #CPA #Financial Advice #Litigation

Unlocking Business Insights with Custom Data Products and Strategies | Develop

Whitley Penn Talks

published לפני שנה

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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!

151 פרקים

#Business #News #Government #Whitley Penn #Tax #Audit #Accounting #Money #Wealth Management #Finance #Economics #CPA #Financial Advice #Litigation

All episodes

1
Whitley Penn Talks: Growing a Faith-Oriented Community in West Texas 27:58

לפני 4 hours27:58

27:58

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 Stonegate’s ESL program and how it has helped unite the community of Midland and given individuals the confidence to pursue new opportunities. This conversation highlights how Stonegate is nurturing both spiritual and personal growth through the power of education. This special non-profit focused episode is guest-hosted by Evan Green as a continuance of our legacy Whitley Penn Cares podcast series. Topics Discussed: - How Stonegate is uniting the community of Midland, TX - Advice on how to navigate challenges within Nonprofits - How you can get involved at Stonegate’s ESL Program 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!…

1
Whitley Penn Talks: REGULATION ALERT - 2025 Tax Updates 20:30

לפני 6 ימים20:30

20:30

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 will gain valuable insights and practical advice on navigating these changes when the senate decides what will happen to the bill, and ensuring your organization is well-prepared for the future. Topics Discussed: Latest developments on the One Big Beautiful Bill Act Potential impacts of Medicaid cuts and a raised debt ceiling Intra-party tensions shaping the bill’s progress Sign up for tax alerts here: https://share.hsforms.com/1zI6CftghSQSEWVOBdrmBXQblr63 **Disclaimer: In this episode, we incorrectly state that a bill passes with 50% of the vote. The correct requirement is over 50%, or a simple majority. We apologize for the error. 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 Talks: Reducing Overhead Expenses for Nonprofits in Your Community 26:41

לפני 14 ימים26:41

26:41

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 episode is guest hosted by Evan Green as a continuance of our legacy Whitley Penn Cares podcast series. In this episode, we hear about Autumn’s early passion for service to housing 12+ orgs with full admin and IT support at MSS. This empowering conversation shows how their team is redefining what shared impact looks like in your community. Topics Discussed: How deep collaboration is rooted in their mission How MSS is supporting nonprofits in Midland, TX A sneak peek at their July community social 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 Talks: Advancing Women in Commercial Real Estate 18:53

לפני 28 ימים18:53

18:53

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’s journey to CREW, the organization’s 40-year history, and the strategic vision shaping its future. Whether you're new to the corporate real estate industry or looking to expand your network, this episode offers inspiration and actionable steps to get involved. Topics Discussed: Cassie Walker’s Career Journey and the Power of Community in CREW Fort Worth CREW Fort Worth’s Strategic Plan and 40-Year Legacy of Women Supporting Women How to Get Involved Locally and Globally Through CREW Network 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 Talks: 2025 Transparency Act 25:56

לפני 5 weeks25:56

25:56

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 about the costs for items and services. Our guests, Jolee Patnaude and Jon Karp join together to keep you informed what this bill means for hospitals as well as individuals with healthcare insurance across the United States. Topics Discussed: Timeline and background of this bill, beginning in 2019 Insights on what compliance under this bill looks like for hospitals What this bill means for everyday consumers with medical insurance and how to benefit from new clear pricing information 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 Talks: Tariffs and Market Updates 26:00

לפני 6 weeks26:00

26:00

Message us! Welcome to the newly rebranded Whitley Penn Talks! When listeners tune into Whitley Penn Talks, they will gain valuable insights from industry experts, stay informed on the latest trends in accounting and business strategy, and receive actionable advice to help them make confident, informed decisions for their businesses. In this episode, we dive into the latest stock market updates and analyze recent trends that are shaping the financial landscape as we are four months into our new government administration. Our guests, WP Wealth, partners Bill Weston and Shane Miller will provide actionable insights and strategies to help you navigate these turbulent times and make informed decisions as investors and business leaders. Topics Discussed: - Latest Stock Market Updates and Investor Response Trends - Impact of Recent Tariff Changes and Their Implications on Global Trade - Actionable Insights and Strategies for Businesses Facing Supply Chain Issues and Individual Investors at All Stages of Life 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 the Permian Strategic Partnership 10:10

לפני 12 weeks10:10

10:10

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 institutions in the Permian Basin, working with regional leaders to tackle challenges in New Mexico and Texas communities. Tune in to learn how PSP is making a difference in the 22 counties of the Permian Basin in 2025 with their new HERO trucks and 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!…

1
Solving Technology Challenges in Family Offices with Raymond Dinunzio 43:21

לפני 13 weeks43:21

43:21

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 technology challenges. Key Points of Conversation: Common Technology Issues: Ray discusses why family offices often don't achieve the desired results with technology and the common pitfalls they encounter. Outsourcing vs. Headcount: Explore the debate between adopting outsourcing solutions versus increasing headcount, and why it's crucial to view family offices differently rather than equating new technology with more staff. Outcome-Driven Approaches: Learn about the importance of Whitley Penn and TOS's outcome-driven strategies, focusing on creating faster, more efficient offices. Various case studies are shared to illustrate how these approaches lead to better investment decisions and cleaner data. If you have not already, catchup on the previous episodes of the series and Ray's last conversation around Family Offices with John here: Podcast - Whitleypenn 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!…

1
Family Office Insights and Solutions with Raymond Dinunzio 33:01

לפני 15 weeks33:01

33:01

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 Points of Conversation: Insights on the Family Office Industry: They discuss the unique challenges and opportunities in the family office sector, highlighting that there is no one-size-fits-all blueprint for success. Common Issues in Large Family Offices: They explain the typical path for family offices and the common problems these offices face, which often require outsourced technologies and professional services. Technology Solutions for Family Offices: Learn about Ray's projects with clients, focusing on creating economical data-structured environments and implementing standard processes to solve common issues. If you have not already, catchup on the previous episodes of the series here: Podcast - Whitleypenn 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!…

1
Whitley Penn Cares featuring American Warrior Association 18:27

לפני 16 weeks18:27

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!…

1
Whitley Penn Cares featuring Camp Thurman 18:57

לפני 17 weeks18:57

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!…

1
Make Your Data Work for Your Family Office Without Breaking the Bank 27:33

לפני 18 weeks27:33

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

לפני 20 weeks23:11

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!…

1
How St. Jude is Changing Childhood Cancer Care 18:15

לפני 21 weeks18:15

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!…

1
The Future of Family Office Technology 43:19

לפני 22 weeks43:19

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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Whitley Penn Talks « » Unlocking Business Insights with Custom Data Products and Strategies | Develop

Unlocking Business Insights with Custom Data Products and Strategies | Develop

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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Whitley Penn Talks « »
Unlocking Business Insights with Custom Data Products and Strategies | Develop