Plano, TX – (April 13, 2021) – Whitley Penn Transaction Advisory Services Senior Associate, Julie Fleming, has passed her Certified Fraud Examiner™ certification exam. Fleming has nearly four years of mergers and acquisitions experience with additional experience in buy-side and sell-side transaction consulting for small businesses. She obtained her bachelor’s degree in Accounting from…
Dallas, TX (April 12, 2021) – Heidi Howard has joined Whitley Penn as the firm’s Marketing Manager. Howard has more than 14 years of significant marketing experience including event planning, digital marketing, and business development. “We are excited to have Heidi join as our Marketing Manager. Her wealth of knowledge and vast experience in the…
Odessa, TX (April 6, 2021) – Whitley Penn Tax Principal Peggy Dean, was recently named the 2020-2021 Mary Alice Tidwell Service Award Recipient by the Texas Society of CPAs Permian Basin Chapter. Dean was recognized at the chapter’s annual meeting on January 6, 2021. The Mary Alice Tidwell Service Award recognizes a TXCPA Permian Basin…
Fort Worth, TX (April 05, 2021) – Whitley Penn is pleased to announce that Jessica Sabedra, Human Resources Associate, will be honored as this year’s University of North Texas G. Brint Ryan College of Business Rising Star. Sabedra will be one of three UNT alumni honored this spring at the college’s annual gala. The gala,…
Houston, TX (April 1, 2021) – Whitley Penn Senior Tax Manager, Kristen Sayegh, has been named as the University of Houston-Victoria’s (UHV) Young Alumna of the Year by the UHV Alumni Association. The award is presented annually to a UHV graduate who is younger than 40 and is distinctly accomplished professionally or in their service…
Plano, TX (March 30, 2021) – Whitley Penn proudly announced that John Oden, Transaction and Advisory Managing Director, has been named a finalist for the D CEO 2021 Mergers & Acquisitions Awards. D CEO partners with ACG (Association for Corporate Growth)on this prestigious program which honors North Texas’ top business transactions and dealmakers. All finalists…
Dallas, TX (March 25, 2021) – Risk Advisory Services Partner, John Williamson CPA-CITP, CIA, CFE, CISA has earned the Certified Information Technology Professional credential from the AICPA. Williamson maintains experience in public accounting, internal audit and enterprise risk management. His practice emphasis is in operational and technology risk management, Systems and Organization Control (SOC) 1,…
Dallas, TX (March 23, 2021) – Whitley Penn has ranked #4 in the Dallas Business Journal’s North Texas Accounting Firms list making this the second consecutive year the firm has been listed in the top five. The list ranking is based off the number of local CPA’s in 2020. “It has been our honor to serve the North Texas…
Fort Worth, TX (March 16, 2021) – Whitley Penn has been named a “Top 100 Firm” by Accounting Today. The firm moved up the list of rankings from 41 to 37. The firm was also named among the “Pacesetters in Growth” as well as the second largest firm in the Southwest. “It is an honor…
Fort Worth, TX – (March 9, 2021) –Whitley Penn is pleased to announce that the firm has been named to the third annual class of Fort Worth Inc.’s Fastest Growing Companies in Fort Worth. The list is ranked by three-year revenue growth between 2016 and 2019. Companies were eligible to compete if they were for-profit;…
Fort Worth, TX – (March 3, 2021) – Whitley Penn Co-Founder, Partner and CFO, Jim Penn, has been named a finalist for the 2021 DCEO Financial Executives Awards. Through the collaborative efforts of the editors at D CEO, the Association for Corporate Growth, the Dallas CPA Society, and Financial Executives International, this award honors top financial…
Fort Worth, TX (February 18, 2021) – Robyn Martin has joined Whitley Penn as the firm’s Chief People Officer. Martin most recently served as the Vice President of Human Resources for the Del Frisco’s Restaurant Group (DFRG). Martin has consistently been recognized for her ability to create collaborative work environments, establish high performance cultures, and…
Fort Worth, TX (February 9, 2021) – Whitley Penn is pleased to announce that the firm has partnered with SAPRO to employee three professionals from South Africa through a 10 week secondment program. Nicolaas Cilliers is an Audit Senior from Cape Town, South Africa who will be based out of the firm’s Fort Worth office. He…
Houston, TX (February, 8 2020) – Whitley Penn has been named to the University of Houston’s (UH) Cougar 100 List for a sixth consecutive year, currently ranked at #42. The Cougar 100 award identifies, recognizes and celebrates the world’s fastest UH Cougar-owned and Cougar-led businesses, demonstrating to all that UH alumni are among the finest…
Fort Worth, TX – (February 2, 2021) – Whitley Penn has named Kristen Lollar as Chief Marketing Officer. Lollar has served as the firm’s Director of Marketing since 2012 where she has played an integral role in the overall growth and success of the firm. During times of growth, expansion, and integration, Lollar has been…
Fort Worth, TX (February 1, 2021) – WPWealth partner Shane Miller has been named to the Executive Committee for the Leukemia and Lymphoma Society (LLS). The LLS Executive Committee Members lead by example through their personal fundraising efforts, corporate sponsorship and corporate fundraising. Additionally, Executive Committee Members work to secure new partners within the community…
Houston, TX (January 21, 2021) – Whitley Penn recently ranked #2 on the Houston Business Journal’s List of the Largest Houston-Area Cybersecurity Companies. This list contains 15 companies in total, which are ranked by total company revenue. “We are honored to be recognized among the list of Top Cybersecurity Companies in the Houston area. We…
Fort Worth, TX (January 25, 2021) – Whitley Penn is excited to announce that the firm has been recognized as one of the Best Places for Working Parents in Fort Worth, Dallas, and Austin. The 2021 Best Place for Working Parents™ designation recognizes businesses that are committed to supporting working parents through their family-friendly policies…
Plano, TX (January 19, 2021) – Each year the Frisco Chamber of Commerce Board of Directors elects or reappoints Board Members and Whitley Penn Audit Partner Matthew Reiter has been named Chair of the Frisco Chamber of Commerce Board of Directors for 2021. “It is an honor to be selected to serve as Chair of…
Houston, TX (January 14, 2021) – Whitley Penn is pleased to announce that Celina Cereceres, Audit Partner and lead for the firm’s Public Sector industry group, has been named to the Board of Directors for the Court Appointed Special Advocates® (CASA) of Galveston County. Cereceres’ board position was official on January 1, 2021. Cereceres has…
Fort Worth, TX (January 13, 2020) – Whitley Penn is pleased to announce that Tommy Lilley, CPA has rejoined the firm as a Tax Senior Manager in the firm’s Fort Worth Office. Lilley is an experienced tax professional focusing specifically on the oil and gas industry as it pertains to tax planning and compliance….
Houston, TX (January 6, 2021) – Whitley Penn is pleased to announce that Amanda Beabout, Audit Senior Manager, and Carly Joutraw, Forensic Litigation & Valuation Services Associate, have been named to the Women’s Finance Exchange Houston Chapter’s Board effective, January 1, 2021. Beabout will serve as the Vice President of Communications and Joutraw as Assistant…
Fort Worth, TX (January 4, 2020) – Whitley Penn is pleased to announce that six professionals have been promoted to Partner effective January 1, 2021. Aaron Ballard, CPA/ABV is a Forensic, Litigation, and Valuation Services (FLVS) Partner who works with attorneys and clients to provide business valuations, forensic accounting, tracing and characterization of assets, damages and…
Fort Worth, TX (December 28, 2020) – Whitley Penn Tax Senior Manager, Robert Pike has been selected to join National Utility Contractors Association (NUCA) Texas Board of Directors Board of Directors for a 1-year term (2021-2022). Pike has more than 10 years of public accounting experience serving clients in a variety of tax and consulting…
Dallas, TX (December 18, 2020) – Jennifer Johnson, CPA has joined Whitley Penn as an Oil & Gas Consulting Controller in the firm’s Dallas office. Johnson has spent more than 30 years working in the oil and gas industry in both the public and private sector. She has experience in all areas of accounting…
Fort Worth, TX (December 17, 2020) – Whitley Penn is pleased to announce that Joni Lui, Talent Acquisition Associate, has been named to the Board of Directors for Fort Worth HR (FWHR). Joni will be inaugurated on December 17, 2020. Her term will be effective starting January 1, 2021 and will serve a 2 year….
Fort Worth, TX – (December 11, 2020) –Whitley Penn is pleased to announce that the firm has been named again to Fort Worth Inc.’s Fastest Growing Companies in Fort Wort list. The list is ranked by three-year revenue growth between 2015 and 2018. Companies were eligible to compete if they’re for-profit; generated revenue by March…
Dallas, TX (December 9, 2020) – Whitley Penn’s health and wellness program, FitWhit, was recently recognized as the winner for the Outstanding Wellness Program category in D CEO’s 2020 Excellence in Healthcare Awards. The awards recognized North Texas individuals, companies, initiatives, and organizations who strive to keep the community healthy. FitWhit is dedicated to improving…
Dallas, TX – (December 8, 2020) – Oil & Gas Assistant Controller, Jeff Howard, APA®, has earned the Accredited Petroleum Accountant® (APA) Certification. The APA® certification is offered by the Council of Petroleum Accountants Societies, Inc. (COPAS) and equips industry professionals with the knowledge and understanding to excel and perform at the highest level. Howard…
Fort Worth, TX (December 7, 2020) – Whitley Penn has been recognized as one of the Healthiest Employers of Texas by Healthiest Employers®. This award was created to honor organizations that prioritize the well-being of their employee population, their commitment to workplace wellness, and exceptional health and benefit offerings. The firm was recognized as one…
Fort Worth, TX (November 23, 2020) – Whitley Penn has been named to the 2020 Top 100 Private Companies by the Fort Worth Business Press. The rankings are based off the 2019 total sales for the companies listed and Whitley Penn ranks #20 out of 100. “We are honored to have been recognized as one…
Dallas, TX (November 20, 2020) – Whitley Penn is pleased to announce that Jon P. Karp, CPA, PFS, has been named to DCEO’s Dallas 500 List. The Dallas 500 is produced annually by D Magazine’s business title, DCEO. This issue features profiles of influential leaders in DFW, giving top executives the opportunity to share personal…
Fort Worth, TX – (November 3, 2020) –Whitley Penn has been named a 2020 Gold Level Workplace by the American Heart Association for the second consecutive year. The firm achieved this recognition based on the Workplace Health Achievement Index by taking the steps to build and maintain a healthy work environment. The American Heart Association’s…
Dallas, TX (October 30th, 2020) – Whitley Penn has been recognized by the Dallas Business Journal’s as one of North Texas’ Top Private Companies list, ranked #56 out of more than 250 companies listed. The list is based off of 2019 revenue by companies headquartered in north Texas counties that are privately-owned with no parent…
Dallas, TX (October 13, 2020) – Whitley Penn has been named as a finalist in D CEO’s 2020 Excellence in Healthcare Awards in the Outstanding Wellness Program category for the firm’s health and wellness program, FitWhit. The awards honor individuals, companies, initiatives, and organizations who continue to strive to keep North Texas Healthy. The Achievement…
Fort Worth, TX (October 9, 2020) – Whitley Penn is pleased to announce that Melissa Cline, CPA, CVA, CFE, CIRA/CDBV, has joined the firm’s Fort Worth office as a Director in the Forensic, Litigation, and Valuation group. Cline is a Certified Public Accountant (CPA), licensed in Oklahoma and Texas, and a Chartered Global Management Accountant…
Fort Worth, TX (October 8, 2020) – Whitley Penn’s Forensic, Litigation and Valuation group has been named to Texas Lawyer’s Best of 2020 list. This annual special supplement contains the results of the Texas Lawyer readers’ poll where readers were able to vote for the best providers of services and goods to the legal profession….
Fort Worth, TX (September 25, 2020) –Forensic, Litigation, and Valuation Services Senior Associate Alonzo Rojas, CPA, ABV, CVFITM has earned the Certified in the Valuation of Financial Instruments credential from the AICPA. Alonzo has more than eight years of public accounting experience. He focuses primarily on the valuation of businesses and intangible assets tax reporting,…