Events

Your company has decided it needs to undertake the process of selecting an ERP System. What does this mean for you and your staff? Join John Yeager, Managing Director of Whitley Penn Tech Solutions group, and Mike Duberstein, Senior Solutions Engineer at Pre-Sales Leader, as they discuss the typical sales process and what questions to ask, what an implementation looks like, and what exactly is an SOW.

1:00 PM CST

Join us for our virtual Public Sector event this spring!

8:30 AM CST

Join us for our annual EBP virtual conference! Hear from our professionals about the latest updates, trends, and information you need to know.

8:30 AM CST

Join Whitley Penn and Trintech at 8:00 AM CST to gain insights into streamlining financial close procedures, automating reconciliation tasks, and making data-driven decisions. Elevate your financial operations by attending this one-hour webinar. Topics we will cover include:

• Close Task Management
• Account Reconciliation
• Journal Entry Workflow
• Transaction Matching

We will be offering one hour of CPE credit for those interested.

There are often mismatched expectations between the company and the implementer regarding the level of support provided post go-live. Join John Yeager, Managing Director of Whitley Penn Tech Solutions group, and Greg Dow, Senior Consultant at Pre-Sales Leader, as they discuss what the typical support options are, what are the best ways to interface with your partner, and what happens at renewal.

1:00 PM CST

Whitley Penn is a proud sponsor of the 2024 Beacon of Hope Luncheon, held at the Omnia Dallas Hotel. Beacon of Hope is the signature luncheon in the Dallas-Fort Worth area supporting children, teen, and young adult mental health and suicide prevention. This year's event features speakers Kevin Berthia, suicide attempt survivor, and Kevin Briggs, the highway patrolman who helped save his life.

Enjoy a fun night out in Dallas with the Mockingbird community that includes dinner, drinks, music, as well as an opportunity to participate in an auction that raises money for the school. Whitley Penn is a proud sponsor of the pre-auction reception.

Reception begins at 6:00 PM

Whitley Penn is a proud table sponsor of the Rotary Club of Fort Worth's 2024 Minority Business Awards. These awards recognize Minority Businesses that have demonstrated leadership, community engagement, and outstanding business practice in
Fort Worth.

Whitley Penn is a sponsor of the 4th Annual TSF Golf Classic. TSF commits to support and empower young athletes, children and families in need through funding and programming.

8:00 AM tee-off

Tierra Verde Golf Club
7005 Golf Club Dr.
Arlington, TX 76001

Join the Fort Worth Boat Club, Whitley Penn, and WPWealth for the 95th Annual Cowtown Stampede Regatta. More information coming soon.

Whitley Penn is a sponsor of the COPAS Spring 2024 National Meeting in Jacksonville, Florida, hosted by the Petroleum Accountants Society of the Permian Basin.

Save the date! Whitley Penn is a Beer Hole sponsor of the Westlake Chamber of Commerce Golf Classic. The Classic is an annual fundraiser of the Westlake Chamber of Commerce and mobilizes local businesses to connect with the community while offering an experience at one of the region's premier golf courses.

Join Whitley Penn at the MGM Grand in Las Vegas April 23 - 25, 2024 for Quorum Qnections.

This annual event brings together the global community of Quorum customers, partners, and colleagues for learning, networking, and collaboration. Qnections is an opportunity for industry professionals from around the world to share their stories, best practices, and more.

Whitley Penn is a Lunch Sponsor.

Whitley Penn is a proud Valet Sponsor of ACG Fort Worth's third annual Casino Night! All levels of player are welcome. If you don’t wish to play, come network, enjoy a great buffet, and an open bar throughout the evening.

5:00 PM - 8:00 PM

The Marq Southlake
285 Shady Oaks Drive
Southlake, TX 76092

Whitley Penn is a proud sponsor of this year's Dragon Classic, held at the Grapevine Municipal Golf Course in Grapevine, Texas.

Whitley Penn is a proud sponsor of the Young Professionals in Energy (YPE) & Candlelighters' Crawfish Boil, benefitting Candlelighters Childhood Cancer Family Alliance. This event features all you can eat crawfish with sponsored beverages from MillerCoors and live music by this year's headliner, The Damn Quails!

3:00 PM - 8:00 PM

Goode Company Armadillo Palace
5015 Kirby Drive, Houston, TX

Save the date! Whitley Penn is a proud sponsor of this year's ADAM Golf Tournament, held at Stonebriar Country Club in Frisco, TX.

Join ChandlerSpeaks for their Community, Cue and Chips Poker Tournament. Whitley Penn is a proud sponsor of the pre-tournament reception. All proceeds benefit ChandlerSpeaks, which provides speech pathology language services to financially disadvantaged youth.

6:00 - 7:00 PM

Peticolas Brewery
1301 Pace St, Dallas, TX 75207

Whitley Penn is a proud sponsor of First Priority Permian Basin's 4th Annual Golf Tournament.

Shotgun start 8:30 AM or 1:30 PM

Ranchland Hills Golf Club
Midland, TX

May 8 - 10, 2024

Loews Arlington Hotel
Arlington, TX

Save the date! Meet with Whitley Penn professionals at the 139th Annual TBA Convention.

Whitley Penn is a proud sponsor of the Inaugural 2024 Raider Cup, hosted by the Texas Tech Alumni Association, Collin County Chapter. Enjoy a day of golf, food, and fun with fellow Red Raiders from the DFW metroplex. All proceeds benefit the TTAACC scholarship fund.

Gleneagles Country Club - King's Course
5401 W Park Blvd
Plano, TX 75093

9:00 AM start

May 14-16, 2024

Sheraton San Diego Hotel & Marina

Whitley Penn is sponsoring and attending Planful Perform24, a 2 ½-day conference where you’ll have access to over 40 hours of focused content, hear keynotes exploring timely market trends and emerging topics, and learn how Planful’s regional- and industry-specific innovations expand the bounds of financial performance management. Come meet professionals from Whitley Penn and discover new ways to reach peak financial performance.

Whitley Penn is a proud corporate sponsor of The Net Fort Worth's annual fundraising event: Neon Moon Night. Experience a night of 90’s country music featuring Fort Worth’s own Josh Weathers! Grab your cowboy boots and prepare to be taken away as you enjoy live music, dance, and mingle with like-minded individuals who are passionate about supporting survivors of trafficking in our city.

Registration, Raffle, Live Music | 6:00 - 7:15 PM
Doors Open | 7:15 PM
Dinner, Program, Concert, Dancing | 7:30 - 10:00 PM

Tannahill’s Tavern & Music Hall
122 E Exchange Ave. Suite 200
Fort Worth, TX 76164

Neon / Western Cocktail attire

Whitley Penn is a proud Silver Sponsor of the New Mexico Society of CPAs' annual women's leadership summit. New Mexico business women of all industries are invited to join. The Summit will provide women at all stages in their careers the opportunity to network, learn, and enhance their leadership skills. This interactive one-day event, led by strong female leaders, will arm women with the tools they need to dominate their careers.

Registration includes course materials, lunch, and a cocktail reception networking event in the afternoon.

8:15 AM - 5:00 PM

Sandia Resort & Casino
Albuquerque, NM 87113

July 10 - July 14, 2024

Barton Creek Resort
Austin, TX

Whitley Penn is sponsoring and attending the National Association of Royalty Owner's 2024 Texas Convention. Come connect with our professionals and discover how to level up your mineral management education and understanding of what is impacting your mineral and royalty interest. Meet other mineral and royalty owners from across the region and enhance your knowledge around your mineral rights.

Save the date! Click the link below for the latest information.

September 18 - 20, 2024

The Tremont House
Galveston, TX

Whitley Penn is a proud sponsor of this year's FWIT Conference. The event gives FWIT members from across the Association the opportunity to network and share ideas, learn from and interact with timely speakers, and more.

Houstonian Hotel, Houston, TX

Whitley Penn is sponsoring and attending the 2024 Texas Health Care Transactions Conference. In its third year, the conference aims to connect more than 250 Health Care professionals, investors and governmental representatives to discuss the latest trends, impending legislation, valuation structures and deal forecasts for today’s Health Care industry. During the full-day conference, attendees will hear from approximately 30 Health Care leaders who will examine the latest business and legal issues involved in Health Care business transactions.

October 9-11, 2024

George R. Brown Convention Center in Houston, TX.

Whitley Penn is sponsoring and attending the Texas Municipal League's Annual Conference and Exhibition. The conference is the signature event of the TML and one of the nation's largest gatherings of local government leaders. It attracts an average of more than 3,000 delegates from 300 cities.

October 16th - 18th, 2024

The Royal Sonesta Houston Galleria

Whitley Penn is Sponsoring the National Association of Royalty Owner's 2024 National Convention. Connect with our professionals and discover how to level up your mineral management education and understanding of what is impacting your mineral and royalty interest. Meet other mineral and royalty owners from across the country and enhance your knowledge around your mineral rights.