The Senior Financial Officer Forum
8:15 a.m. - 5:30 p.m., June 3, 2009
Sponsored by
7:30 – 8:30 AM
Registration and Continental Breakfast
8:30 – 9:00 AM
Welcome and Opening Remarks
Nissa Darbonne, Executive Editor, Oil and Gas Investor
Morning Keynote:
"Merge Ahead: Mastering the Five Enduring Trends of Artful M&A"
Justin Pettit, Partner, Booz & Co.
9:00 – 10:15 AM
The New Finance Department
Matters of IT have increasingly fallen to the CFO. Director & Officer liability insurance has become very expensive, and private companies are faced with their own insurance concerns. M&A involves hedging more and more often. Each of these issues is discussed here.
Moderator: Judy Hamlin, Oracle Oil and Gas
- New Tools and Best Practices in Liability and Other Insurance
Speaker: John Ludwig, Chief Executive Officer, EnRisk Energy Services Inc. - The New Best Practices in Hedging, including in M&A
Speaker: Gil Burciaga, Chairman, Asset Risk Management LLC - Financial CSI: Forensics 101 for Exposing Misappropriations of Funds
Speaker: Scott Bayley, Founder, Accumyn Consulting
10:15 – 10:45 AM Networking Break
10:45 AM – 12:10 PM
IFRS/IAS, Tax Law, Compensation Plans, Credit Quality
How do IRFS and IAS affect financial reporting going forward? Is SOX still overdone? What will come from the new Congress? Why has one producer invited shareholders to vote on management compensation? And, how to get those Moody’s and S&P credit ratings up? The answers will be provided here.
Moderator: Steve Quintin, Oracle Oil and Gas
- IFRS and IAS: How These Affect Financial Reporting
Speaker: John Mackel, Partner, Weaver and Tidwell LLC - Communicating with Partners: Best Practices
Speaker: Brad Nickle, Vice President, The Strickland Group - Current Investor-Relations Best Practices
Speaker: Kevin Langdon, Director of Market Intelligence, IPREO
12:10 – 1:35 PM Joint Networking Lunch with Symposium Attendees
"Gazing Into Wall Street's Crystal Ball"
Jeff Robertson
Director, E&P Research Team
Barclays Capital
Jeffrey W. Robertson joined Barclays Capital in September 2008 and is currently a director following the mid-cap independent oil and gas exploration and production industry. Prior to that, Jeff was at Lehman Brothers beginning in 2000. He has been recognized by The Wall Street Journal's "All-Star" three times, twice for stock picking and once for earnings estimates. Prior to joining Lehman Brothers, Jeffrey was affiliated with Salomon Smith Barney, and has 19 years of experience covering his sector. He is currently a member of the National Association of Petroleum Investment Analysts. Jeffrey earned a B.S. in Geology from Centenary College of Louisiana, a MS in Geology from Texas A&M University, and a MBA from Southern Methodist University.
1:35 – 2:45 PM
E&P Enterprise Valuation Under New Reserve-Reporting Rules
The new SEC reserve-reporting rules for U.S.-listed oil and gas producers are here and greatly affect reporting of probable and possible reserves. What types of public E&P companies are most advantaged by the new valuation dynamics? What are the going-forward reserve-analysis concerns created by new SEC-defined identification of these reserve categories? Do these new rules make U.S. producers more competitive in merging with non-U.S. firms by better streamlining how the assets of each are pre-evaluated?
Discussion Leader: Nissa Darbonne, Executive Editor, Oil and Gas Investor
- Ron Gajdica, Managing Director, Scotia Waterous
- Carter Henson, Senior Vice President, Netherland, Sewell & Associates, Inc.
- Geoff Roberts, P.E. Sr. Vice President-Negotiated Transactions, The Oil & Gas Asset Clearinghouse
2:45 – 3:15 PM
Networking Break
3:15 – 4:30 PM
The Capital-Raise: Choosing the Right Money
A reduced amount of capital is available to energy companies today. Here’s a discussion of what types of money is appropriate for each task, and their price.
Moderator: Leslie Haines, Editor-in-Chief, Oil and Gas Investor
- PE Availability in the Current Market
Blake Webster, Vice President, Quantum Energy Partners - Current Pricing of Mezzanine Capital
Kelly Plato, Sr. Vice President and Managing Director, NGP Energy Capital Partners - Best Practices in the Current Capital Markets: A Case Study
Bill Weidner, Managing Director, The Rodman Energy Group
4:30 – 5:30 PM Networking Reception
