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 16th annual Houston CPA Society Energy Conference. Also with us is Jennifer Poff, the Executive Director of the Houston CPA Society. Welcome to The Playbook, Jennifer and Brian.

Brian: Thank you, Jen.

Jennifer: Thank you.

Jen: So, Jennifer, tell us a little bit about the Society.

Jennifer: The Society has been around for 90 years, and one of the things we’ve done for 90 years is we’ve been the local organization for CPAs to get their continuing education, to share ideas with other people in the profession and just to have an area where they can come network together. One of the things we do for our continuing education is the Energy Conference, and we’re in the 16th year of doing that. With 7,700 members, we have about 350 who attend this conference, making it one of our larger events.

Jen: That’s really great. So, Brian, you’re the Chair and you’ve been the Chair for the past several years. Tell us what you’ve got planned for this year.

Brian: We have a great lineup. As we’ve had in the past, The Big Four are all represented, giving various presentations on technical topics – accounting and reporting, SEC compliance. We’re also covering M&A trends and also taxation. It’s going to be a great event and is going to be well attended.

We also have various panels throughout the day. One is covering the E&P and trying to give everybody perspective on what’s going on in that space. We also have a panel that’s discussing capital markets; we have Tudor, Pickering, Holt & Co. and other home-grown folks represented in that panel. We also have an exciting panel on technology and what trends are shaping the industry within technology and also changing us in our workforce.

Jen: Perfect. Now, I know you’ve had several really big name keynotes in the past. Who is your keynote speaker this year?

Brian: We have Ryan Sitton, who is the Texas Railroad Commissioner. He’s got a lot of energy, is a great presenter and I’m sure is going to have everybody’s attention.

Jen: Perfect. So, when is this conference, where is the conference and what time does it start?

Brian: This year, the conference is going to be on August 29th. It’s going to be at Hilton Americas downtown. The registration starts at 6:45 a.m., the conference actually kicks off at 7:45 a.m. and lasts until about 5:00 p.m. We have a special session at the end – we have John Garrett, who is a recovering CPA, and he’s actually going to talk to us about how we brand ourselves outside of the workforce.

Jen: Perfect. I’ve seen his Green Apple talk – it’s really great. Now, Jennifer, where would somebody go to register for the conference?

Jennifer: They can go to our website

Jen: Is there an energy page that they should be looking for?

Jennifer: There are two ways to get the energy page: you can access it through the course catalog, or it’s right on the homepage. When you see the banner at the top, just click the arrow and you’ll see the Energy Conference right there.

Jen: I know you guys can’t do this all by yourselves with the Society. Are there sponsors this year?

Brian: Yes, we have almost 30 sponsors this year. Our underwriting sponsor is WG Consulting, so we’re very excited to have them this year.

Jen: Perfect. Well, thanks, and we’ll see you guys on the 29th.

Brian: Thank you.

Jen: This has been another Thought Leader Production brought to you by PKF Texas The Entrepreneur’s Playbook. Tune in next week for another chapter.


Due to impending weather from Hurricane Harvey, the Houston CPA Society Energy Conference will be postponed until September 13. Times and location remain the same.

Russ:  This is the PKF Texas Entrepreneur’s Playbook.  I’m Russ Capper with The EnergyMakers Show and I’m here today with Brian Baumler, CPA, Energy Practice Leader at PKF Texas and the Chair of the 15th Annual Houston CPA Society Energy Conference.  Also with us is Casey Stewart, CPA, the Chief Accounting Officer of Deep Gulf Energy Companies and Coordinating Director of the Energy Committee for the society, as well as Jennifer Poff, CAE, the Executive Director of the society.  Welcome to the Playbook Brian, Casey, Jennifer.

All:  Thanks for having us, thank you.

Russ:  All right, so let’s start at the top, tell us about the CPA Society Jennifer.

Jennifer:  Sure, the CPA Society has been around for 88 years and we have about 8,000 members in our 13 county area surrounding Houston, so we do about 10 conferences this year with the energy conference being one of our larger conferences.

Russ:  Well I know the energy conference is large, I’ve been there probably 3 times now and it’s very impressive so tell us about the conference.

Brian:  Well I think this being the 15th year were very excited, it’s our second year to be at the Hilton Americas which we’re really excited about being there.  It’s going to really provide a great venue for the attendees as well as also the sponsors.

Russ:  Okay, what’s the date of the conference?

Brian:  It’s August 29th so it’s just about a month away and again we’re very excited about it.

Russ:  Casey, I think when I’ve watched it over the years I kept thinking when the oil price went down a little bit the size of the conference would go down, but it seemed like it went up instead.  Do I have that right?

Casey:  Yeah it’s interesting Russ.  We’ve had about 350, 360 attendees last year and this year we’re expecting well over that; we expect to beat 400 attendees this year.  And it’s easy with the CPAs we all need our CPE and if you’re a member of the Houston CPA Society it’s $275, if you’re a non-member you’re still welcome to attend, it’s just $325.

Russ:  Okay, so this is a place where you get credit for being there?

Casey:  Right.

Brian:  As well, another thing every year I look to this as really our union to the profession because it’s a number of CPAs who practice in the energy industry but it brings us all together at least once a year.

Casey:  Yeah, it’s CPAs from all walks of the energy industry.  It’s CFO to CAO to service providers at some of the large accounting firms in town.

Russ:  Okay, so Jennifer I kind of got the feeling you have different conferences for different industries, is that right?

Jennifer:  Correct.  We have some that are focused on public accounting areas, we have some that are focused on our professionals in the industry, but this energy one is unique as it focuses on the people who serve the energy sector.  So with this conference, we are unique in the fact that we’re one of the few in the state that produces the numbers we do, if not the only one in the state that produces the numbers we do for people who are in this area.

Russ:  So I already alluded to the fact that I kind of expected maybe the conference to be down in a down year but quite frankly in a down year there might be more challenges, more accounting challenges, more bankruptcy so maybe there’s even more business to be had from an accounting perspective in years like this than last year.  Is that right?

Casey:  That’s right Russ.  With these times we’ve got even more technical accounting issues that we have to deal with.  You’ve got your service providers that are paying extra attention to it but also individuals in the industry, industry CPAs, who are also working to make sure they get the books right just because there’s even more scrutiny on all our books and records today.

Russ:  So attendees at the conference I guess are accounting firms, but they’re also internal accountants with energy companies, right?

Brain:  That’s correct and really the goal it’s intended to be an industry update on various accounting, reporting, and technical matters but also it gives an opportunity for us to find out what challenges are we currently facing in the industry and bring those experts to the table as our guest speakers who present on the topic.

Russ:  Wasn’t it last year you had John Hoffmeister as one of your speakers?

Brian:  Absolutely.  This year we have Douglas Stephens, he’s the CEO for Frank’s International; he’ll give us a great perspective on what’s going on in both domestic and international oilfield service industry.  We also have a number of great speakers falling in both the upstream and also the downstream space as well as capital markets and other technical accounting related matters.

Casey:  That’s right we really don’t focus on one aspect of the energy industry.  It caters to all professionals whether you’re upstream, downstream, midstream or oilfield services.

Russ:  Okay, so before we close up what’s the date again?

Brian:  August 29th.

Russ:  And where is it being held?

Brian:  Hilton Americas Downtown.

Russ:  And is there a website where people can go and sign up to attend?

Jennifer:  Yes.  They can go to

Russ:  Great.  Jennifer, Casey, Brian I appreciate it, looking forward to being there myself.

Casey:  Thanks, Russ.

Russ:  You bet.  This has been another Thought Leader production brought to you by PKF Texas Entrepreneur’s Playbook.

Russ: This is the PKF Texas Entrepreneur’s Playbook. I am Russ Capper, this week’s guest host, and I’m here with Kenny Polcari, Managing Director of Equities at O’Neil Securities and a Market Analyst at CNBC. Kenny, welcome to the Playbook.

Kenny: Thank you for having me.

Continue Reading Kenny Polcari Discusses How Major Events Can Affect Capital Markets

With panels and presentations on topics ranging from an Oil & Gas outlook to accounting and SEC updates, some of the energy industry’s best and brightest as speakers and panelists will be at the 14th Annual Houston CPA Society Energy Conference. It is sure to be a day filled with insightful discussion and substantive interaction. You’ll hear from several industry leaders including the luncheon keynote speaker John Hofmeister, founder of Citizens for Affordable Energy and former President of Shell.

Continue Reading Everything You Need to Know About the 2016 Houston CPA Society Energy Conference

Russ: This is the PKF Texas Entrepreneur’s Playbook. I am Russ Capper, this week’s guest host, and I’m here with Brian Baumler, Energy Practice Leader at PKF Texas and the Chair of the upcoming 14th Annual Houston CPA Society Energy Conference. Also with us is Casey Stewart, Chief Accounting Officer of Deep Gulf Energy Companies and Coordinating Director of the Energy Committee for the chapter. Guys, welcome to the Playbook.

Brian: Pleasure to be here Russ, thank you.

Casey: Thanks for having us.

Continue Reading 14th Annual Houston CPA Society Energy Conference

Russ: Hi, I’m Russ Capper with The BusinessMakers Show and we’re here to talk about the 13th Annual Houston CPA Society Energy Conference and I’m here with Brian Baumler, Audit Director and head of the Energy Practice at PKF Texas and also Chairman of the conference; Brian, welcome.

Brian: Thank you Russ, appreciate it very much.

Russ: You bet, and I’m also here with David Butler, Manager of the Energy Valuations at HSSK and Vice Chairman of the conference; David, good to see you too.

David: Good to be here Russ.

Russ: Okay, tell us what the conference is all about.

Brian: Really appreciate that Russ. Well it’s the 13th annual conference, I’m very excited about it. It’s in the rows of coming together and being organized. It’s really intended to be an opportunity for putting the industry together but also to talk about trends and techniques and where things are going in the industry in both the upstream, midstream, and downstream space. It’s also intended to bring together a lot of thought provoking thought leaders in the organizations of which they represent to talk about what’s going on in the industry.

Russ: Okay, so who should attend and why should they attend?

David: Well I think if you’re involved in the energy space and accounting, finance, investment banking, operations this probably will be a good conference for you. You know one of the things that we pride ourselves on is that this is a conference for grownups; we’re not going to tell you that everything’s going to be okay. We’re not going to give you a crystal ball with rosy predictions, we’re going to tell you where things are; we’re going to tell you how companies in the entire energy spectrum space are adjusting. And hopefully people will walk away with some ideas they can take back to their organizations on a daily basis.

Russ: Okay, when is it and where is it?

Brian: Well it’s actually going to be on August 25th, 2015 it’s held at the Norris Conference Center. We’ve had it there now for the last 3 years, it’s a great venue; it holds about 350, almost 400 people. Comes with 9 ½ hours of CPE which is great for the accountants that’ll be attending and also you’re going to get an opportunity to mix and mingle with your peers and also professionals in the industry.

Russ: Okay, that’s Norris Conference Center, out at City Centre, right?

Brian: Yes it is.

Russ: Okay and how do you register?

Brian: Well I think you can register by a couple of ways; one, you can go to the Houston chapter’s website at and you can register online. Or you can download and print the form and you can mail that in. Registration fees are $250.00 for members of the chapter, $300.00 for non-members; really anyone and attend. Also we’re providing some group discounts in case you want to send a small group of 4 or more from you organization.

Russ: Okay, really cool. That’s August what?

Brian: August 25th, 2015.

Russ: August 25th, all right, the 13th annual Houston CPA Society Energy Conference.