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This episode is a recording from our webinar that was posted on May 20, 2020. In this episode, Jon Karp, Tax Partner, and Kristen Sayegh, Tax Senior Manager, discuss what we know about the PPP Loan Forgiveness Program at this point, and what we still need to learn. Listen in to become more familiar with the process in general, and how you can best protect your business functions during this time.

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In this special edition of Major Fundcast, Lupe Garcia and Celina Cereceres bring in a guest, Sarah Langlois. Sarah is a Partner at the KBS Law Group. She focuses her practice on school law and is knowledgeable in procurement processes, employment and provides council to numerous school boards. Sarah has faced new challenges recently in representing schools while schools are no longer in session. How can we conserve tax dollars while supporting the students? Tune in to listen as the three discuss.

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In this episode, Tom Rein, Managing Director of WPWealth, and Matt Magee, WPWealth Associate Advisor, discuss the volatility that can be seen in the market recently and how investors should continue to deal with it. Matt serves as the moderator for this episode by asking Tom a series of questions that he has received from clients and read about in various publications. Tune in to listen on what the changes in the energy sector mean, how you can be most prepared for retirement and learn to maintain your current assets in this volatile market.

Click here to listen to Part I. 

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Public Sector Audit Partners, Lupe Garcia, CPA, and Celina Cereceres, CPA, sit down for the first ever Public Sector focused episode on the Whitley Penn Talks channel. In this series, they will discuss aspects of government and public education accounting, business in general and the legal side of things. They start the series by addressing how COVID-19 has affected many public entities. How will a decrease in sales tax make a difference in local government's abilities to take action? What is the biggest restaurant doing during this time? How many cars has Celina had in her time as a driver? These questions are all answered in this episode. Stay tuned for our next release!

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In this episode Kristen Sayegh, Tax Senior Manager, and Jon Karp, Tax Partner, discuss all aspects of the CARES Act and what it means for both companies, and individuals. This was a pre-recorded webinar that does have accompanying slides. You can find those slides on our website, www.whitleypenn.com/COVID-19-Update/. Please, reach out to us if you have any questions. 

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In this episode Tom Rein, WPWealth's Managing Director, and Bill Weston, WPWealth Manager, sit down to discuss the ever changing market around us. With more volatility present, it is important to focus on the facts and what you can control. Tom and Bill discuss the effect of Covid-19 on the market as a whole and how to set yourself up for success moving forward.

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For the 8th Energy Executive Profile, Nathen McEown sits down with the CFO of Fortuna Resources III. The two discuss everything from Poli's Greek heritage, to the origination of Fortuna. You will not want to miss this episode. 

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For the 7th Energy Executive Profile in the series, Nathen McEown sits down with Matt Miller, Co-Founder & Managing Director at Grey Rock Energy Partners. This episode is special, because this week is the NAPE Summit in Houston, Texas. Nathen and Matt discuss all things NAPE, industry and how Matt ended up founding Grey Rock. 

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Join Nathen McEown as he sits down with Tyson Greer, the Executive Vice President & Chief Product Officer at Quorum Software. Tyson discusses his family's home renovation in the heights (@victorianintheheights on Instagram), growing up in Mississippi, and his career leading up to and at Quorum Software. 

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On this episode of the Energy Executive Profiles, Nathen McEown sits down with Chris Atherton, CEO of EnergyNet. Chris dives into his experience at Enron when the collapse occurred, climbing the ladder at EnergyNet, and even his taste in music. Listen in to find out what music festival Chris recently attended.

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