As accountants and trusted business advisors, we enjoy working with you to co-create ideas and co-develop innovative solutions for your business. To supplement this, we also want to provide valuable information, including upcoming Houston events that we support, and think may be of interest to you.

  • KCA Houston Energy Breakfast
  • PKF Texas and Houston Business Journal
  • Client Exclusive – Employee Benefit Plan Seminar
  • Greater Houston Women’s Chamber of Commerce
  • National Association of Corporate Directors
  • Texas CPA Society – Houston Chapter

If you have questions about any event details or registration information, the organization-specific contacts are below. We hope to see you at any or all of these Houston events!


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Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m here with Brian Baumler, the Energy Practice Leader at PKF Texas and the Chair of the 17th annual TXCPA Houston Energy Conference. Also with us today is Jennifer Poff, the Executive Director of TXCPA Houston, and Tracy Tyler, the Co-Chair, as well as the Managing Director at WG Consulting. Welcome to The Playbook, everyone.

Jennifer: We’re glad to be here.

Brian: Thanks, Jen. I appreciate you having us here.

Tracy: Thanks, Jen.

Jen: Let’s kick this off. Jennifer, tell us as little bit about TXCPA Houston.


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The 2019 Texas CPA Society (TXCPA) Houston Energy Conference will feature insights from top executives and professionals in the energy sector. This will be Brian Baumler’s – PKF Texas Audit Director – sixth year as Chairman of the conference. Top accounting firms will be represented at this event, along with many other accounting professionals within

Russ: This is PKF Texas Entrepreneur’s Playbook. I’m Russ Capper, this week’s guest host, and I’m coming to you from the Gulf Coast Regional Family Forum. I’m very pleased to have as my guest now, Richard Gruber, Co-founder and Chief Commercial Officer of MERIT SI. Richard, welcome to the show.

Richard: Thank you, Russ.

Russ: You bet. Tell us about MERIT SI.

Richard: MERIT SI is a two-year-old firm headquartered in Houston. Our focus is developing renewable strategies and solutions for energy, water and chemical companies to help them drive lower costs, reduce their emissions and improve their overall stakeholder awareness.

Russ: Ok. So, renewables, are we talking about solar and wind?

Richard: Principally, solar and solar with battery storage, and typically with advanced controls. And located at their points of demand for these companies, so where they consume it is where we site it.


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K Carpenter Associates Inc. (KCA) is hosting its first Houston Energy Breakfast of the year on Friday, March 29, 2019 – “Evolving in the Energy Sector Means…” Once again, PKF Texas is a proud sponsor of this “can’t miss” networking event.

Attendees will hear from a lineup of speakers who offer their insight on sectors

Russ: This is PKF Texas – Entrepreneur’s Playbook. I’m Russ Capper, this week’s guest host, and I’m coming to you from the Gulf Coast Regional Family Forum. I’m with Del Walker, Tax Practice Leader at PKF Texas, and founding organizer of the forum. Del, great to have you.

Del: Russ, it’s always a pleasure, my friend. Always a pleasure.

Russ: We’ve completed now, your fourth, and this is my fourth interview with you after the completion.

Del: I know, and we are still so young, aren’t we?

Russ: That’s true, absolutely. But share your perspective from this 2019 version.

Del: We tried some things differently this year, a little bit. We’re always asking for feedback from our participants, and we’ve got some thoughts that were a little different than we’ve done in the past.


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Russ:  This is the PKF Texas Entrepreneur’s Playbook.  I’m Russ Capper, this week’s guest host, and I’m here with R.T. Dukes, Research Director with Wood Mackenzie, and Prajit Ghosh, Global Strategy Lead also with Wood Mackenzie.  Guys, welcome to the Playbook.

Prajit:  Thank you

R.T.:  Thanks for having us.

Russ:  You bet.  Give us an overview of Wood Mackenzie.

R.T.:  Wood Mack – we’re part of a larger corporation called Verisk Analytics.  It’s a data analytics company focused in the insurance, energy and financial services sectors.  We’re part of the energy vertical.  So Wood Mack we describe as part of the energy metals and mining, really the natural resources value chain.  I’m focused in oil and gas; Prajit’s more focused on the power and renewable side, and we’ve expanded quite a bit there over the last few years.

Russ:  I remember hearing and seeing that about a year ago, too; I thought it was interesting.  To me it was more of an indication that the renewables were gaining ground these days.  So before we get to renewables, why don’t you give us an overview, R.T., of where oil and gas is today and in the immediate future?


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Russ: This is the PKF Texas Entrepreneur’s Playbook. I’m Russ Capper. This week’s guest host, and I’m coming to you from the Gulf Coast Regional Family Forum. I’m very pleased to have as my guest, Jason Ballard, co-founder and President of TreeHouse. Jason, welcome to the show.

Jason: Happy to be here.

Russ: Tell us about TreeHouse.

Jason: TreeHouse is a home upgrade company focused on helping homeowners make their homes better; whether it comes to design, the way the home looks and feels, or performance, the way it uses energy and creates comfort or the outdoor landscape. The real underlying mission of the company is around health and sustainability, both for people and the natural world.

Russ: How old is the company?

Jason: Seven years old.

Russ: So, if you look at that, you know, landscaping outside, or making the home sustainable, or energy, how would you divide those up as far as how much business you do in those categories?

Jason: It tends to be really evenly split across the company. We tend to do about half of our business around design. So, kitchen remodels, helping expecting parents repaint a nursery, these kinds of things. Then, about half of our business is performance related. So, whether it’s like, I’m a card carrying member of the Sierra Club and I want to put solar energy on my house, or my energy bills are killing me and I want to put solar energy on my house, or I just want to make and investment in my home and so I’m going to do some insulation and some smart home stuff. The business tends to be really diversified in that way, kind of half and half.


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