Energy Valuation Conference
Join the Houston Chapter of American Society of Appraisers for its 11th Annual Award Winning 2021 ENERGY VALUATION CONFERENCE on Wednesday May 12, 2021 in a convenient VIRTUAL live webcast provided by Business Valuation Resources (BVR).
The HOUSTON 2021 ENERGY VALUATION CONFERENCE brings together pre-eminent energy valuation professionals and industry thought leaders presenting timely educational topics, including comments on the industry’s Post-COVID Energy Outlook. Featured speakers represent all sectors of the energy industry offering a variety of perspectives in business valuation, machinery & technical specialties, new accounting developments, appraisal review & management, real property, and more.
What makes energy valuation so important to appraisers?
This very dynamic and cyclical industry affects all cities around the world. Even if your client isn’t an energy company, energy can still play a vital role in its performance, cost structure and profitability.
What will attendees take away from 2021 EVC?
A better understanding of the current economic and geopolitical conditions of the industry, and learn perspectives on challenges in energy valuations in this economic slump and COVID environment, including which sectors will return and when. EVC is a very holistic and well-rounded conference that attendees enjoy and learn from – not just appraisers. Our goal is to expand our outreach to include those in related professional groups and industry associates.
Christi Craddick, Chairman
RAILROAD COMMISSIONER OF TEXAS
“The Texas Model Works: Regulation will lead Energy to the brighter side.”
The Texas RRC has oversight and enforcement over the state’s oil and gas industry. Commissioner Craddick's goal is to maximize the effectiveness and efficiency of the industry by jurisdiction over alternative fuels, natural gas utilities, surface mining and intrastate pipelines, IT overhaul, secure systems, and regulatory relief.
Karl Bartholomew, PE, ASA, MRICS, Senior Tax Advisor & Manager
SHELL OIL USA – USA PROPERTY TAX
“Valuation of Downstream Refineries & Pipeline Assets”
A high-level strategy discussion on the valuation of DOWNSTREAM entities which convert oil and gas into finished product. Learn new strategies to employ when valuing Refineries, Petro-Chemicals, Terminals, Chemical and Gas Processing Assets in this dynamic and complex market that is shifting to renewable energy sources.
Daniel R. Olds, PE, MBA, Managing Senior Vice President
RYDER SCOTT
“What’s in your UPSTREAM RESERVE REPORT and What’s Not”
Learn what to look for in large complex reservoir evaluation reports. Do your reports incorporate reservoir simulations? Do they reflect the current economic scenario, geology, petroleum engineering, geophysics and petrophysics? And learn what are they missing.
Tom Ramos, BA, Managing Director
BDO USA – Houston
“Valuation of O&G Reserves & Business Analytics”
Enlightened discussion about valuing Intangible Asset Reserves in the midstream and downstream sectors for financial reporting purposes, purchase price accounting, goodwill impairment testing, international tax restructuring and tax planning purposes will be highlighted.
Pavi Mani, CPA, Managing Director - Power & Utilities Tax Partner
PwC US
“Let’s Talk Tax in the post-pandemic M&A Arena”
Mani will demonstrate how to enhance value through tax structuring, prudent due diligence, tax modeling, and tax specialization. She’ll delve into spin-offs, tax-free reorganizations, post-deal restructuring, NOL planning, section 382 analysis, stock basis studies, bankruptcy planning, workouts, and reorganizations.
George O'Leary, BS, Managing Director, OFS Research
TUDOR PICKERING HOLT
“Oilfield Services valuations – and how adjustments will change post-pandemic”
Learn how the valuation of Oilfield Services Companies is changing post-pandemic. O’Leary analyzes OFS, midstream, LNG, and the valuation of renewable energy power and energy macro spaces. Learn new adjustments in financial analysis, strategic planning, economic forecasting, and equity valuations.
Javier Artola, MBA, M.Eng., Director - O&G Investment Banking Group
HOULIHAN LOKEY
“Midstream Valuations – An analysis of complex infrastructure assets.”
Javier Artola will identify the TOP TEN STRENGTHS & PITFALLS of MIDSTREAM valuations of businesses that process, store, transport and market oil, natural gas liquids. Artola will focus on energy transactions, analysis and design of complex, large-scale entities and the effect of COVID on their valuations.
Lee Danhauer ASA, Vice President of Appraisal Services.
RITCHIE BROTHERS - Winston-Salem, NC
“Going Once, Going Twice: 3-Minute Auctions of Used Energy Equipment.”
Learn how multi-million-dollar Energy Equipment is valued to sell at its highest value in a three-minute world-wide auction. Ritchie Brothers has evolved into Upstream asset management and disposition solutions. They will compare sales prices before and post-COVID, and share Ritchie’s successful transition from “in person” to “online”.
Kelly Kittson, National Sales Manager Strategic Accounts.
RITCHIE BROTHERS – Calgary.
Join as a Sponsor Today!
• EXCEPTIONAL OUTREACH: Your Logo included in
emails to 6,000 professionals.
• Your LOGO and RECOGNITION included in (i) in
Sponsor Power Point Slide Show that scrolls between
speakers, (ii) on EVC Website, and (iii) in EVC Brochure.
• FREE REGISTRATIONS to online conference.
It’s Simple: Just Email Us to Join!
Sponsor Chair:
Event Co-Chair:
Event Co-Chair:
Laurie Leigh White
Carol Akers Klug
Michael J. Morgan
We look forward to hearing from you!
Who Joined 2020 Energy Valuation Conference?
More than 200 professionals & executives from across the United States and countries
as far and wide and diverse as Brazil, Kazakhstan, and Canada joined to gain a better
understanding of the current economic and geopolitical conditions of the industry.
Attendees were able to engage with the leaders to and discuss solutions to complex
challenges faced by investors and clients during these volatile and challenging
economic times. The broad-ranging conference enabled opportunities to interact
with key players from various segments of the value chain: downstream, midstream,
upstream, upstream, and emerging trends in the growing renewables sector. EVC is a
very holistic and well-rounded conference that attendees enjoy and learn from – not
just appraisers.
Houston’s 10th Annual Award Winning EVC was widely attended by accountants (27%
CPAs); ASAs Accredited in Business Valuation (36%), Machinery & Technical Specialties
(17%) and ARM, PP, RP, GJ (7%); CFAs (7%), and petroleum industry professionals (7%).
2020 Energy Valuation Conference Sponsors
• RICE MANAGEMENT COMPANY
• WEAVER
• BDO
• FTI
• BVAGROUP
• MERCER CAPITAL
• MYNARSKI International Valuation
• RSM
• STOUT
• TAGNIFI
• CROWE
• EEPB
• OPPORTUNE
• Appraisal Economics
• Briggs & Veselka
• CTI / NACVA
• Davis/Chambers
• Industrial Tax Consulting
• KEAndrews
• Sobel EAC Valuations
• PKF
• Carol Akers Klug ASA.BV MBA
• BVR
Why Attend?
Do You Have Clients in the Energy Industry?
- “I will say that it was just as top-notch as it gets. The content was superb and the smooth tech operations really made it one of the best virtual events I’ve attended yet. Your speakers and sessions were, truly, spectacular.”
Learn About the Outlook of the Energy Industry & Timeline of Recovery by Sector.
- “I thoroughly enjoyed the virtual conference – found it to be very informative and right on point given our current social and economic environment. The speakers were excellent and I look forward to attending next year’s conference – virtual or in-person.”
Speakers are an Excellent & Well-Rounded Mix.
- “It was the best virtual format event I have participated in over the last two months (and honestly, pretty wide gap relative to second best).”
- Featured speakers were remarkable leaders from all sectors of the energy industry demonstrating a variety of perspectives in all disciplines: Business Valuation, Machinery & Technical Specialties, Appraisal Review & Management, Real Property, among other.”
Up to 8 Hours CPE / CE Credit Hours
Format: 2021 EVC will be Virtual from 8:15 am to 5:15 pm on May 12, 2021.
- ONLINE ONLY tickets may be purchased either from ASA Houston’s EVC webpage or BVR’s website links below:
➾ https://houstonappraisers.org/energy-valuation-conference-evc/
➾ https://www.bvresources.com/events/asa-energy-valuation-conference - Business Valuation Resources (BVR) will produce the live webcast, and email a unique link to each registered attendee a few days before the conference. To inquire about your link to attend email BVR: JaredW@bvresources.com or an EVC Co-Chair.
Cost:
Registration – Online Only
ASA Member
Non-Members
Early Bird (Thru March 31, 2021)
$250
$275
Regular (April 1 thru May 12, 2021)
$325
$350
Terms:
- Non-refundable after March 31, 2021. Before March 31 - refundable less $20 transaction fee.
- Substitutions of registrants is allowed through April 30, 2021.
- Last day to register is May 11, 2021.
- No prerequisites or advanced preparation required.
Sponsor Benefits:
- EXCEPTIONAL OUTREACH: Your Logo included in emails to 6,000 professionals.
- Your LOGO and RECOGNITION included in (i) in Sponsor Power Point Slide Show that scrolls between speakers, (ii) on EVC Website, and (iii) in EVC Brochure.
- FREE REGISTRATIONS to online conference – click below to see more.
- LIVE LINK LOGO to your website on our EVC web page.
Sponsor Chair:
Event Co-Chair:
Event Co-Chair:
Laurie Leigh White
Carol Akers Klug
Michael J. Morgan
HOUSTON 2021 ENERGY VALUATION CONFERENCE
Wednesday May 12, 2021
The week of the event, BVR will email a link specific to you to attend. To inquire about your link to
To attend email BVT: JaredW@bvresources.com or an EVC Co-Chair.
NOTE: 2-steps are required:
- Please FILL OUT CONTACT DATA and SUBMIT the form below.
- Then below, SELECT your Drop-Down Tap & click BUY NOW.
Carol Akers Klug ASA
EVENT CO-CHAIR
Constitution & Bylaws Committee
Educational Foundation Director
caklug@swbell.net
Michael Morgan ASA ARM/BV CPA/ABV
EVENT CO-CHAIR
Diversity & Inclusion Task Force
michael@houstonvaluation.com
Laurie Leigh White ASA CEIV IA CPA
SPONSOR CHAIR
BV Discipline Member-At-Large
Board of Examiners Member
2021 Advanced BV Conference Chair
lwhite@bvagroup.com
Alan B. Harp Jr. ASA CFA
SPEAKER CHAIR
aharp@stout.com
Paula F. Lindsey ASA
LOCATION CHAIR
paula@davischambers.com
Ray T. Garcia ASA PE
MTS SPEAKERS
rtgarcia@sbcglobal.net
Robert S. Svoboda ASA
MTS Discipline Emeritus Member
bob@integrityval.com
Sumeet Sahnan ASA
EVC WEBPAGE
SSahnan@eagle.com
Oliver Warnke ASA
COMMITTEE MEMBER
owarnke@stout.com
James Herr ASA CFA CPA CEIV
COMMITTEE MEMBER
jherr@alvarezandmarsal.com
Atiba Henry ASA Candidate
COMMITTEE MEMBER
ahenry@stout.com
Tim Stuhlreyer ASA CPA/ABV
COMMITTEE MEMBER
tim.stuhlreyer@pwc.com
