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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 sector.

Together, they discuss the mission behind Whitley Penn’s upcoming Nonprofit Conference in Fort Worth, the leadership programs shaping future changemakers, and the trends influencing the future of nonprofit work.

• The inspiration and goals behind the August 26th Nonprofit Conference
• Insights into Leadership Fort Worth’s programs and community impact
• Reflections on collaboration and resilience from the “Leadership Outlook: From the Mayor’s Desk” event 
• Predictions for the future of nonprofits in a shifting economic and social landscape

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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 mobility in Texas. Listeners will gain valuable insights and practical perspectives on how young accounting professionals can adapt to these changes and how firms are positioning for long-term success.

In this episode, you’ll learn:

 - What Texas Senate Bill 262 and 522 propose and why they were created
 - Insights into the legislative process of creating these two bills
 - How these bills aim to address challenges in the Texas accounting industry
 - What these changes could mean for your hiring, education, and compliance strategies

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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

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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

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**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.

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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

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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

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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

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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

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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.

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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:

1. Common Technology Issues: Ray discusses why family offices often don't achieve the desired results with technology and the common pitfalls they encounter.
2. 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.
3. 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

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