Thumbnail for AICPA / PDI Oil & Gas Conference 2020

AICPA / PDI Oil & Gas Conference 2020



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Packages Display Packages

This includes sessions from the conference: AICPA / PDI Oil & Gas Conference 2020

Sessions Included:

Welcome & Introductory Remarks | Keynote Panel: The New Reality of the Energy Industry (Nov 17, 2020 10:00 AM)

Private Equity (PE) Investment in Exploration and Production - How the Model has Changed and the Role of PE in a Shrinking Industry (Nov 17, 2020 11:10 AM)

The ABCs of ESG (Nov 17, 2020 12:30 PM)

Digitization - Driving Efficiencies in Oil and Gas (Nov 17, 2020 01:35 PM)

Capital Market Perspectives and Trends (Nov 17, 2020 01:35 PM)

Changes to Partnership Tax Reporting (Nov 17, 2020 01:35 PM)

DEI: Not Just the Right Thing to Do, It’s Something We MUST Do (Nov 17, 2020 02:35 PM)

Keynote: Ouch. That Hurt. What’s Next for Oil and Gas? (Nov 17, 2020 04:55 PM)

Pandemic Workplace Disruption 2020: Surviving, Analyzing or Thriving? (Nov 18, 2020 09:00 AM)

Energy Finance Market Overview and Update (Nov 18, 2020 02:30 PM)

Accounting & Reporting Considerations for Innovative Financing Solutions (Nov 18, 2020 11:05 AM)

Developments in ESG Disclosure Frameworks (Nov 18, 2020 11:05 AM)

Tax Challenges for Debt Financings and Restructurings (Nov 18, 2020 11:05 AM)

Hot Topics in Financial Reporting and Accounting (Nov 18, 2020 12:25 PM)

Future Finance Workforce: The Human Side of Transformation (Nov 18, 2020 12:25 PM)

State and Local Tax Matters: Opportunities Including Analysis of Wayfair (Nov 18, 2020 12:25 PM)

Panel: The Impact of COVID-19 on Energy Valuations (Nov 18, 2020 01:30 PM)

Minimizing the Cybersecurity Threat: How to Deter Top Trending Threats (Nov 18, 2020 01:30 PM)

Energy Trilemma: Demand, Returns, Sustainability (Nov 18, 2020 10:00 AM)

Midstream Update - Macroeconomic Landscape and M&A Environment (Nov 18, 2020 03:50 PM)

Basin Economics and Reserves Hot Topics (Nov 18, 2020 03:50 PM)

2020 Election Update and 2021 Preview of U.S. Tax Policy and Geopolitical Impact (Nov 18, 2020 04:50 PM)

$37900
Standard Price
  • Thumbnail for Welcome & Introductory Remarks | Keynote Panel: The New Reality of the Energy Industry
    Identification
    OIL2001
    Date
    November 17, 2020

    The world has dramatically changed under COVID-19, climate change decarbonization and the oil price collapse. But what changes stick? And how will that affect our future? This panel will explore the 8 potential lasting changes of COVID on the Oil & Gas industry as well as share perspectives from millennials on how energy companies can attract and engage this generation. Key questions the panel will explore include:

    a) How to make energy more enticing as an industry for millennials

    b) What changes are relative to millennial sentiment under COVID? Many are in middle management and play an important role in guiding leaders as well as engaging the next generation.

    c) What recommendations would they offer to energy companies on how to engage younger generations?

    Objectives

    • Identify how to attract engaged employees
    • Determine methods to provide opportunities for career growth
    • Discuss being present for employees
    • Determine the best ways to engage millennials in face-to-face meetings
    • Recognize how to lead positive change

    Speakers

    Speaker Image for Regina Mayor
    Global Head of Energy, KPMG
    Speaker Image for Billy Williams
    Audit Partner, Energy, KPMG
    Speaker Image for LaToya Stallworth
    Operations Support Team Leader, BP
    Speaker Image for Russell Cotton
    Advisory Director, KPMG
    Speaker Image for Josh Smith
    Head of Digital Transformation, Schlumberger
    $4900
    Standard Price
  • Thumbnail for Private Equity (PE) Investment in Exploration and Production - How the Model has Changed and the Role of PE in a Shrinking Industry
    Identification
    OIL2002
    Date
    November 17, 2020

    Join this discussion of how PE participates in a Restructuring North American Exploration and Production (E&P) sector.

    Objectives

    • Recognize some of the investment objectives of Energy Private Equity
    • Evaluate how private equity companies adjust to the new reality of public markets being closed
    • Discover how private equity Firms are adjusting their portfolio based on the new E&P macro

    Speaker

    Speaker Image for Robert Edwards
    Partner, NGP Energy Capital Management
    $4900
    Standard Price
  • Thumbnail for The ABCs of ESG
    Identification
    OIL2003
    Date
    November 17, 2020

    This session will provide an overview of ESG: what is it, who wants it, and why. As a manager of private equity funds, understanding and complying with institutional investor’s ESG concerns is becoming increasingly important. While the general expectation is clear, it isn’t always clear what exactly needs to be done, how to measure it and how to report it. Now several years into their ESG journey, EnCap will share best practices, including those related to methane emission, water usage, diversity & inclusion, community impact and governance.

    Objectives

    • Realize the perspective of investors on ESG
    • Determine how to determine what framework to use and what is material
    • Discover how to measure ESG performance
    • Assess how to report ESG measured performance

    Speaker

    Speaker Image for Craig Friou
    Chief Compliance Officer and Deputy CFO, EnCap Investments
    $4900
    Standard Price
  • Thumbnail for Digitization - Driving Efficiencies in Oil and Gas
    Identification
    OIL2004
    Date
    November 17, 2020

    "Digitization" is a popular topic in Oil and Gas - but one where success can be hard to achieve.  This session will describe WHAT digital is, WHY its important, WHAT results Oil and Gas companies have been able to achieve, and - most importantly - HOW those companies have been able to accomplish those results.  This session will spend very little time on technology - but extensive time on how different approaches can lead to substantial operation efficiencies. 

    Objectives

    • Identify what "digital" is, and its importance to the Oil and Gas industry
    • Recognize typical high-impact areas for digital in Oil and Gas
    • Evaluate challenges and corresponding approaches to address those challenges in Oil and Gas

    Speaker

    Speaker Image for Nathaniel Clark
    Principal, Deloitte Consulting
    $4900
    Standard Price
  • Thumbnail for Capital Market Perspectives and Trends
    Identification
    OIL2005
    Date
    November 17, 2020

    In this session we will review the current capital market environment for energy companies (public and private), explore how we got here and where do we go next. We will cover the ever-growing role of ESG as it is tied to capital availability, mergers and acquisitions, bankruptcy and more importantly capital market challenges upon emergence and valuation.

    Objectives

    • Consider buy-side and issuer company perspectives on investment opportunities
    • Review capital availability and resulting operating trends
    • Assess the new normal on valuation of assets and companies

    Speaker

    Speaker Image for Aaron Vandeford
    President, EnerCom Inc.
    $4900
    Standard Price
  • Thumbnail for Changes to Partnership Tax Reporting
    Identification
    OIL2006
    Date
    November 17, 2020

    This session will review recent changes to reporting partner information on Schedule K-1 and correcting partnership returns.

    Objectives

    • Review changes created by the Bipartisan Budget Act of 2015 (BBA)
    • Recognize a BBA partnership
    • Identify the process of filing administrative adjustment requests
    • Recognize adjustment year differences per and post BBA
    • Determine the role of a superseded return
    • Identify new reporting components on Schedule K-1

    Speaker

    Speaker Image for Sam Wren
    Partner-in-Charge, Business Tax Quality and Risk Management, Weaver
    $4900
    Standard Price
  • Thumbnail for DEI: Not Just the Right Thing to Do, It’s Something We MUST Do
    Identification
    OIL2007
    Date
    November 17, 2020

    Diversity, Equity, and Inclusion (DE&I) is in sharp focus today for corporations in the US and around the world. The oil and gas industry has made some progress in the diversity space, but additional steps can be taken to further build upon the growth and be more inclusive of the changing workforce demographics. This session will explore the key business drivers for effective, intentional progress on the DE&I agenda.

    Objectives

    • Illustrate a clear value proposition and business imperative for DE&I
    • Recognize existing challenges that need to be overcome to create a more diverse and inclusive company
    • Develop specific ideas and concepts that can be applied within your organization to drive progress

    Speaker

    Speaker Image for Ray Dempsey
    Sr. Vice President & Chief Diversity Officer, bp America
    $4900
    Standard Price
  • Thumbnail for Keynote: Ouch. That Hurt. What’s Next for Oil and Gas?
    Identification
    OIL2009
    Date
    November 17, 2020

    The onset of COVID-19 in March changed the supply/demand dynamics of the US industry forever but at the core, the macro always leads the micro, and in this session, we will discuss both.

    Objectives

    • Consider how could this have happened and how did we know?
    • Recognize what it means for development in the US for years to come
    • Summarize why financial statements are important

    Speaker

    Speaker Image for David Ramsden-Wood
    Founder, #hottakeoftheday
    $4900
    Standard Price
  • Thumbnail for Pandemic Workplace Disruption 2020:  Surviving, Analyzing or Thriving?
    Identification
    OIL20ER01
    Date
    November 18, 2020

    “2020” sent everyone scrambling to a remote work environment and many folks are still there. How did it go, how is it going, and where do we go from here? More than our work environment has changed - how is that impacting you, your companies, your ability to meet reporting and compliance obligations and your service providers?

    Objectives

    • Identify strategies employed by businesses to transition to a remote environment
    • Recognize the impact the pandemic has had and will have on managing employees and service providers to ensure quality of work
    • Clarify the personnel, hiring and culture impacts of both the pandemic and resulting work environment
    • Assess changes you might expect for your 2020 audit as a result of pandemic restrictions and work environments

    Speakers

    Speaker Image for Megan McFarland
    Partner In Charge Dallas, National Energy Practice Leader, Moss Adams LLP
    Speaker Image for Robert Dennis
    Audit Partner, KPMG LLP
    Speaker Image for Mark Wise
    Audit Partner, Deloitte & Touche, LLP
    Speaker Image for Lindsay Holliday
    Managing Director, Financial Accounting Advisory Services, EY LLP
    $4900
    Standard Price
  • Thumbnail for Energy Trilemma: Demand, Returns, Sustainability
    Identification
    OIL2010
    Date
    November 18, 2020

    Oil and gas producers today face a dynamic set of challenges to navigate for long term success. Foremost among these are (1) delivering supply as energy demand grows; (2) enabling energy transition; and (3) meeting investor requirements for performance and distributions. This session delves into the forces shaping the oil market environment and looks ahead to assess the roles for oil and gas in a world transitioning to lower carbon energy. And we wrap up with a discussion of strategies that companies can adopt to succeed and thrive through volatile market conditions and the energy transition.

    Objectives

    • Examine the oil market environment, past and present, with an in-depth look at cyclical versus structural outcomes of 2020
    • Recognize Energy Transition and long-term roles for oil and natural gas in a lower carbon future
    • Assess successful strategies for navigating the triple challenge of supplying the world’s energy needs, being an enabler in the energy transition, and delivering investor returns amidst ongoing market volatility

    Speaker

    Speaker Image for Helen Currie
    Chief Economist, ConocoPhillips
    $4900
    Standard Price
  • Thumbnail for Accounting & Reporting Considerations for Innovative Financing Solutions
    Identification
    OIL2011
    Date
    November 18, 2020
    This session will cover an overview of current financing instruments used in the industry as a result of market trends and regulatory activity.

    Objectives

    • Assess current the capital market for energy companies
    • Identify financing structures
    • Evaluate reporting and accounting implications of financing structures

    Speaker

    Speaker Image for Amy Stutzman
    Managing Director, Opportune LLP
    $4900
    Standard Price
  • Thumbnail for Developments in ESG Disclosure Frameworks
    Identification
    OIL2012
    Date
    November 18, 2020

    Investor and lender interest in environmental, social, and governance (ESG) information is growing rapidly. This session will compare and contrast commonly used disclosure frameworks, including the Sustainability Accounting Standards Board (SASB), Global Reporting Initiative (GRI), and Task Force on Climate-Related Disclosure (TCFD) recommendations.

    Objectives

    • Define the different approaches and intended audiences for SASB and GRI reporting
    • Recognize the primary elements of the TCFD’s recommended disclosures
    • Identify applicable ESG reporting best practices

    Speaker

    Speaker Image for Dirk Cockrum
    Manager Director ESG, FORVIS
    $4900
    Standard Price
  • Thumbnail for Tax Challenges for Debt Financings and Restructurings
    Identification
    OIL2013
    Date
    November 18, 2020

    As companies are navigating the current economic and market conditions, many are faced with adjusting their capital structure to manage liquidity and put themselves in a better position to handle an unpredictable future. In this session, we will begin with a review of basic income tax concepts applicable to debt instruments and borrowing. We will then discuss US income tax issues commonly encountered by oil and gas companies when they look to restructure debt through negotiation with creditors or a bankruptcy proceeding. From delaying interest payments to a Chapter 11 reorganization, transactions that involve debt also involve complex tax rules that can either be an opportunity or a trap.

    Objectives

    • Review basic tax concepts related to debt instruments
    • Recognize certain tax implications of debt modifications and exchanges
    • Analyze the application of cancellation of debt to corporations and partnerships
    • Consider industry specific issues in the context of a debt restructuring

    Speakers

    Speaker Image for Brandon Morris
    Brandon T. Morris, J.D., LL.M.
    Partner, Akin Gump Strauss Hauer & Feld LLP
    Speaker Image for Christopher Woll
    Partner, Mergers and Acquisitions Tax, KPMG LLP
    $4900
    Standard Price
  • Thumbnail for Hot Topics in Financial Reporting and Accounting
    Identification
    OIL2014
    Date
    November 18, 2020

    This session will explore hot topics in financial reporting and accounting for entities in the oil and gas industry.

    Objectives

    • Identify key considerations in accounting for DrillCo arrangements
    • Outline recent trends in Securities and Exchange Commission staff comment letters
    • Recognize pricing and discount rate assumptions used in proved property impairment analyses

    Speaker

    Speaker Image for Katie McKnight
    Senior Manager, Assurance, EY
    $4900
    Standard Price
  • Thumbnail for Future Finance Workforce: The Human Side of Transformation
    Identification
    OIL2015
    Date
    November 18, 2020

    Oil & Gas companies are aggressively automating and applying digital technologies, but are they realizing the value from these investments? Value is realized when people change the way they think and act and when Finance changes the roles and personas in the organization to enable new capabilities and shift to value creation activities.

    Objectives

    • Discover how progressive companies are designing for organization agility that is more capability-driven vs. functional-oriented
    • Recognize the changing roles and personas in Finance required to realize and sustain value through digital transformation
    • Self-reflect and participate in an exercise to prioritize the new capabilities and skills you would like more of / less of in the future

    Speakers

    Speaker Image for Julie Munn-Sims
    Principal - Advisory - Finance & Strategy Transformation, KPMG
    Speaker Image for Morris Treadway
    Principal, Finance Transformation and Performance Management, KPMG
    $4900
    Standard Price

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