Instructors Directory > Whitley Penn LLP
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Whitley Penn LLP
(214) 393-9570
www.whitleypenn.com

Whitley Penn was established in 1983 by three founding partners: B. Glen Whitley, Jim Penn, and Mark Topel. Whitley Penn has fostered an environment that encourages entrepreneurial thinking and an “open-door policy.” The firm has become one of the region’s most distinguished public accounting firms by providing exceptional service that reaches far beyond traditional accounting. They believe in working in collaborative teams without creating any barriers to communication with management. They learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together.

Archived Webinars

SCALING YOUR FAMILY OFFICE WITH BILL PAY AUTOMATION
Recorded Date November 26, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Small Business Owner     
NAVIGATING FAMILY OFFICE COMPLEXITY: SOLUTIONS FOR TOMORROW'S WEALTH MANAGEMENT
Recorded Date December 11, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
NAVIGATING GOING CONCERN RISK IN AN UNCERTAIN ENVIRONMENT
Recorded Date July 26, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Auditing  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
DELIVERING MORE VALUE FOR FAMILY OFFICE CLIENTS THROUGH AN INTEGRATED TECH STACK
Recorded Date June 14, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
BECOME AN EXPERT ANALYZER
Recorded Date February 20, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Auditing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm