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Join Whitley Penn’s healthcare leaders as they recap key takeaways from our recent Dallas Healthcare Conference. In this episode, we dive into the biggest challenges facing the industry, workforce shortages, AI adoption and security, compliance crackdowns, and succession planning for private practices. Learn how these trends will shape healthcare in 2026 and what you can do to stay ahead. 

Read Jolee's white paper now: https://www.whitleypenn.com/healthcare-fraud-takedown-2025-gated/

Highlighted Topics: 

- Key insights from panels on revenue cycle management, compliance, and leadership trends
- Top Industry Challenges for 2026
- Compliance & AI Impact

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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, reshaping workflows, and creating new opportunities for operators and owners alike. From regulatory data automation to proactive dashboards, our conversation explores what’s possible today and what’s coming next.

Key Takeaways:

• Why the timeline from idea to execution is shrinking thanks to AI
• How leadership attitudes impact adoption in the energy industry
• The role of data as a commodity and its implications for future operations
• Security and compliance challenges in AI-driven mineral management
• What proactive dashboards and intelligent systems mean for risk mitigation

Why Listen?

If you’re in the energy industry and wondering how AI can streamline operations, improve owner relations, and reduce costs, this episode is packed with practical insights and forward-thinking ideas. Our guests share real-world examples and predictions that will help you prepare for what’s next.

Don't miss Part 1 of this series - Tune in here.

Listen now on YouTube, Spotify, or Apple Podcasts, and subscribe for future episodes of Whitley Penn Talks. For more resources, visit whitleypenn.com/podcast

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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 dynamics, and business strategy. Hosted by Kendall Neukomm with guests Buffy Campbell, Coby Nathanson, and Jeff Chambers, CEO of MineralAnswers.com, this conversation explores the opportunities and challenges AI brings to hiring, training, and operational efficiency. If you’re in energy, technology, or business leadership, this episode offers actionable insights on leveraging AI for growth. From personalized education to risk mitigation and automation, discover how to stay ahead in a rapidly evolving landscape.

Tune in now to discover:

• How AI is changing the job market and why adaptability matters
• The role of AI in accelerating learning and onboarding
• Practical examples of AI in energy operations and customer service
• Why disruption means opportunity for businesses and professionals

Catch up on episode #1 here: https://youtu.be/gHWGJS-cOEk

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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 grant cycle, the conversation highlights how Whitley Penn employees and partners are coming together to serve communities across Texas.

Emily shares stories from the first round of grant recipients and the astonishing impact of $63,000 to flood relief efforts in Kerrville in response to the July 4th tragedy. Toby reflects on how the fund aligns with Whitley Penn’s core values of service and stewardship, emphasizing that client service is deeply embedded in the firm’s DNA. He shares that this commitment naturally extends to community involvement, and that the fund gives employees and partners a meaningful way to give back, whether through financial contributions, volunteering, or leadership in local organizations.

Topics Discussed: 

• Origin and mission of the Whitley Penn Philanthropic Fund
• Stories of impact from spring grant recipients
• How employees get involved

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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 evolving financial landscape. Building on her discussion with WPWealth Partners, Bill Weston and Shane Miller in April, the trio explores how recent developments in shifting tariffs and interest rate changes are impacting both businesses and individuals. With practical advice and real-world examples, the group offer insights to help you navigate uncertainty, make informed decisions, and plan for the future with confidence.

Topics discussed:
- Tariff impacts on small businesses and consumer pricing
- Federal Reserve rate cuts and debt management strategies
- Smart spending habits and long-term financial planning

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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 heartwarming (and sometimes hilarious) stories of the animals they’ve saved, the wild ride of running a nonprofit, and how the sanctuary is helping people see animals in a whole new light. As a part of our Whitley Penn Cares series, trust us, you don’t want to miss this one.

Topics Discussed:
 - The origin story of Austin Farm Sanctuary and its first rescue
 - Their collaboration with Texas A&M’s vet team to care for rescued animals
 - How the sanctuary helps people connect with animals and spark empathy

Connect with the speakers here: https://www.whitleypenn.com/wp-talks-podcast/untold-stories-of-austins-rescued-residents/

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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 Senior Manager of Land Administration. Together, they dive into the dynamic world of oil, gas, and mineral rights with wit, insight, and a few unexpected laughs.

From Jurassic Park analogies to eBay mineral deals, the trio explores:

• The current state of the energy M&A market
• The impact of AI and automation on land and mineral management
• Misconceptions about mineral rights (spoiler: it’s not just mailbox money)
• Strategic shifts in mineral acquisitions and private equity’s growing role
• A wild story of a West Texas goldmine bought on eBay

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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 hiring strategy could look completely different?

In this episode of Whitley Penn Talks, host Kendall Jones Neukomm is joined by Valerie King, Associate Director of Early Talent at Whitley Penn, and Kirsten Cook, Director of the Lyons School of Accounting at Texas Tech University, to explore the new reality of CPA licensure in Texas following the passage of Senate Bill 262.

Building on a previous episode featuring policymakers, this conversation shifts to the educator and employer perspectives. Kirsten shares how SB 262, introducing an alternative pathway to CPA certification, could reshape accounting education, curriculum design, and student decision-making. Valerie offers a boots-on-the-ground view from college campuses, discussing how students are responding and what firms are considering as they adapt to the new reality.

Whether you're a student, educator, or employer, this episode offers valuable insights into how Texas is reimagining the path to becoming a CPA and what it means for the future of the profession.

Together, they unpack: 

• What SB 262 entails and its implementation timeline
• The challenges and opportunities for universities and firms
• Concerns around maintaining rigor and CPA exam readiness
• The potential long-term impact on the accounting talent pipeline

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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 Landry speaks with Jason Ray, CEO of Clayton Youth Enrichment, about how the organization is navigating these changes while continuing to serve thousands of children across North Texas. Learn how their innovative life skills curriculum, ClaytonQuest, is preparing kids for great lives and how you can support their mission by attending the upcoming Courage to Climb 70s-themed anniversary celebration.

Topics Discussed: 

• How nonprofits are navigating a rapidly changing landscape with funding uncertainty
• Clayton Youth's mission and how empathy and life skills are central to youth development
• With federal funding in limbo and scholarship resources stretched thin, community support is more vital than ever

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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” for small and mid-sized businesses in the event of a data breach.

With Texas SB 2610 taking effect on September 1, 2025, this conversation explores how businesses can proactively protect themselves from punitive damages, reduce insurance costs, and build a stronger cybersecurity culture. Whether you're a business owner, CFO, or IT leader, this episode offers actionable insights to help you navigate the new legal landscape and turn compliance into a strategic advantage.

Register for our webinar here: https://web.cvent.com/event/C2965E09-C0DD-4B14-A6A1-73CA1F7E2185/regProcessStep1

Topics Discussed:
- Understanding what the law entails and why it matters for Texas businesses
- How adopting recognized cybersecurity compliance frameworks can shield companies from exemplary legal damages
- Tailored requirements for businesses with under 250 employees
- How SB 2610 can strategically reduce risk, lower costs, and improve reputation

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