Expert Speakers. Networking. Networking

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1 Cutting Edge Edge Topics Topics Cutting Expert Expert Speakers Speakers Networking Networking

2 Program Number: PURC01 Program Information: 2018 Energy Conference May 14-15, 2018 Sheraton Austin Hotel at the Capitol May 14-15, 2018 Day 1: 8:00-4:45 Day 2: 8:00-3:30 Registration opens at 7:00 am each day. CPE Hours: 18 CPE Hours (based on attendance) Location: Sheraton Austin Hotel at the Capitol 701 E. 11th Street Phone: Fees: $395 Early Bird TSCPA Member $570 Early Bird Nonmember $445 TSCPA Member $620 Nonmember $250 Early Bird Government TSCPA Member $275 Early Bird Government Nonmember $300 Government TSCPA Member $325 Government Nonmember Call TSCPA at Option 1 to register for the Government Rates. Early Bird Discount: Register by April 30, 2018 to receive Early Bird Registration rates. TSCPA is not responsible for checks or registrations delayed or lost in the mail. NEW! 20% Discount: Register the first TSCPA member from a firm or company at full price, all other TSCPA members from the same firm or company receive a 20% discount on their registrations. To qualify for discounts, registrantions must be submitted together via phone or fax. Discount does not apply to Government registrations. Hotel Room Rate: $179 single/double + applicable taxes. Hotel Cut-off Date: 5:00pm CST on April 23, 2018 or when block fills. Call for hotel reservations and ask for the TSCPA Energy Conference room block. Hotel Parking Rates: Discounted self-parking $15.00 plus tax and includes in and out privileges. Valet $38.00 per day plus tax. Daily attendees do not receive in and out privileges with their parking fees. Contact hotel for additional parking information. Parking prices are subject to change and are not included as part of the registration fee. Cancellation Fee: Cancellations received less than five business days prior to the conference start date are subject to a $50 cancellation fee. Substitutions will be allowed until the start time of the program at no charge by calling or NO SHOWS WILL FORFEIT THE ENTIRE REGISTRATION FEE. Handouts: Handouts will be available beginning May 9, On May 9, 2018, TSCPA will send an that contains the link to the handout website. TSCPA policies can be found at: TSCPA Registered Sponsor #260 Follow Us On: #TXCPE2018

3 May 14, 2018 Day 1 = 7:00 am Registration & Breakfast = 8:00 am KEYNOTE: Oncor Electric Delivery Company-The Quest to Acquire the Largest Utility Company in Texas The CEO of Oncor will discuss his company s multi-year journey through the legal and regulatory hurdles it faced as it emerged from the bankruptcy of its parent company and became the focus of many companies wishing to acquire it. K = 9:00 am Accounting Standards Update Gain an overview of recently issued Accounting Standards Updates (ASUs) and their potential impact on financial reporting. Discuss what s on the horizon regarding proposed standards to identify issues that may impact your business. Learn about activities of the Private Company Council, including ASUs that have been issued specifically for private companies. Explore the factors to consider when evaluating whether or not to adopt private company standards. = 10:00 am BREAK = 10:15 am Droughts and Floods: Managing Water Supplies in Central Texas Water is critical for people and industries including the energy industry and the cycle of droughts and floods in Central Texas poses unique challenges for managing our water supplies. Learn how the experts at LCRA manage water supplies for our region through droughts, floods and everything in between. = 11:15 am Our Energy Future: Who s in the Driver s Seat Explore the facts and myths about our energy sources in the U.S. We will also examine our energy future by comparing fossil fuels vs. green technologies and the real tradeoffs. = 12:15 pm LUNCHEON PRESENTATION: The State of the Texas Economy: A Report from Texas Comptroller Glenn Hegar Hear an update on the state of the Texas economy, including the impacts of Hurricane Harvey and the budget constraints we expect to see next session. = 1:30 pm Robotics Process Automation Robotics Process Automation is an emerging technology that will enable organizations to shift from being more transactional to analytical. The technologies focus on automating highly manual and repetitive processes throughout all parts of an enterprise. = 2:30 pm The Mexican Electric Marketplace Hear a brief historical introduction to the Mexican energy reformation. Detail actual market behaviors/players in conjunction with operating market structure and define future impacts on the Texas electricity marketplace. = 3:30 pm BREAK = 3:45 pm Building Right-Sized Cyber Security Programs As mid-market organizations improve their security posture, they often look to align with an industry framework, but many struggle with how to determine how much security is enough for them. This session will discuss our experiences in building a right-sized security program and gaining management buy-in. = 4:45 pm Adjourn Allen Nye Chief Executive Officer Oncor Electric Delivery Company Steve Van Meter, CPA Principal CliftonLarsonAllen Denver, CO John Hofmann Exec.VP, Water Services Lower Colorado River Authority Dr. Ken Morgan Director TCU Energy Institute Fort Worth, TX Glenn Hegar Texas Comptroller Brian Offen Advisory Director PwC, Power & Utilities Practice Atlanta, GA Bob Anderson VP of Business Development Tenaska Energia Arlington, TX Tauseef Ghazi Principal David Carter Manager RSM Special Thanks to Our Sponsors: Exclusive Premier Sponsor Gold Sponsor Breakfast Sponsor

4 May 15, 2018 Day 2 = 7:00 am Registration & Breakfast = 8:00 am KEYNOTE: What You Don t Know CAN Hurt You: Ignoring the Red Flags of Fraud In most cases of internal fraud, the warning signs, the RED FLAGS, were present. Due to time constraints or workload pressures, we tend to ignore these red flags until it is too late. This session provides actual case examples of the Red Flags of Fraud along with what can be implemented to address these issues in an organization s fraud prevention program. K = 9:00 am Pipeline Safety Regulation in Texas Gain an overview of pipeline safety regulation and current issues affecting Texas natural gas utilities. = 10:00 am BREAK 10:15 am Shedding Some Light on GASB GASB has been busy issuing several standards over the past few years a few which will require some advanced planning to implement. Get a high-level overview of the upcoming GASB standards that will likely affect accounting and financial reporting for governmental energy entities. Discuss the effects of the relevant standards and get some pointers on preparing for implementation to help you get organized for the upcoming challenges. = 11:15 am Deregulated Retail Energy Market Developments in the U.S. The deregulated retail business is undergoing new challenges as some states revisit whether deregulated retail should be kept. Additionally, we are facing an extended period of flat energy prices across much of the U.S. and this coupled with the rapidly evolving technology of energy management is driving retail energy companies to revisit their business models and look to diversify. = 12:15 pm LUNCHEON PRESENTATION: Bridging the Generation Gap Remember when they said, You can t trust anyone over 30? Now the tables are turned and some apply that cliché to the younger generation, the Millennials. It s easy to divide us by age, gender, nationality, socio-economic level and more. Identifying good employees is more nuanced. We ll take a look at the generations for the obvious differences and similarities, dig deeper into what molded each generation and examine the qualities that make a good employee at any age. = 1:30 pm Texas Franchise and Sales Tax Issues for the Utility Industry Learn issues utilities are currently facing in tax compliance and in audits. Discuss opportunities and pitfalls arising from recent court decisions as well as from pending court cases. = 2:30 pm How Will U.S. Oil and Natural Gas Fare in a Surging Renewal Energy Environment? Take a granular look at how the U.S. oil and natural gas markets are dealing with aggressive recent and future growth in renewable energy sources, such as wind, solar, hydro and bio-fuels. Where are oil and gas prices headed and where do the biggest opportunities in energy exist now and in the future? Steve Dawson CPA, CFE President Dawson Forensic Group Lubbock, TX Charles R. Yarbrough, II VP of Rates & Regulatory Affairs Atmos Pipeline-Texas Blake Rodgers, CPA Senior Manager Deloitte & Touche, LLP Jonathan White, CPA Managing Director ENR Strategy KPMG LLP Atlanta, GA Moritza Day, CPA Managing Partner Day West Jimmy Martens Trial Attorney & CPA Martens, Todd, Leonard, & Ahlrich Alan Lammey Senior Markets Analyst EnergyNewsTV.com = 3:30 pm Adjourn Beverage Sponsor Conference Sponsor

5 2018 Energy Conference Registration - PURC01 COMPANY AND CONTACT INFORMATION Name: Member # Company/Firm: Address: City: State: Zip: Phone: c I have special needs under the Americans with Disabilities Act. REGISTRATION OPTIONS: c $395 Early Bird TSCPA Member c $250 Early Bird Government TSCPA Member c $570 Early Bird Nonmember c $275 Early Bird Government Nonmember c $445 TSCPA Member c $300 Government TSCPA Member c $620 Nonmember c $325 Government Nonmember 20% Discount: First TSCPA Member pays full price, all other additional TSCPA Members from the same company/firm receive a 20% discount on their registrations. To qualify for 20% discount registrations must be submitted together via phone or fax. Discount does not apply to Government rates. Call TSCPA at Option 1 to register for the Government Rates. Early Bird Rates effective through April 30, METHOD OF PAYMENT: Credit Card #: Exp. Date: Name as it Appears on the Credit Card: Cardholder Signature: Check #: Check Amount: Additional conference and cancellation policy information located at HOW TO REGISTER: u Register online at w Fax credit card registrations to or v Mail your check and registration form to: TSCPA CPE Foundation, Inc Dallas Parkway, Suite Make check payable to: TSCPA CPE Foundation, Inc. x Phone your registration in to or

6 Texas Society of Certified Public Accountants Non-Profit Organization U.S. POSTAGE PAID Permit 195 CPE Foundation, Inc Dallas Parkway, Suite 700 Dallas TX EARLY BIRD DISCOUNTS AVAILABLE BEFORE APRIL 30, 2018! SPECIAL RATES AVAILABLE FOR GOVERNMENT EMPLOYEES NEW! 20% OFF FOR MULTIPLE TSCPA MEMBER REGISTRATIONS FROM THE SAME COMPANY! The 2018 Energy Conference Committee Jim Brown, CPA, Chair CenterPoint Energy James Lunday, CPA Tenaska Power Services Co. Arlington, TX Bonnie Clutter, CPA Oncor Electric Delivery Company Jeff Marshall, CPA Texas Electric Cooperatives Ana Denena, CPA RSM Nora Gutierrez, CPA Calpine Corporation Edinburg, TX Darrell Montgomery, CPA Arlington, TX Barbara Myers, CPA Atmos Energy Corporation Olivia Riley, CPA Town of Addison Addison, TX Todd Weddington, CPA NexGen Coal Services Amarillo, TX Julie Rogers, CPA Lower Colorado River Authority Bo Wilson, Jr., CPA KPMG LLP Bobby Sperandeo, Jr., CPA Entergy Services Inc. The Woodlands, TX Darryl Tietjen, CPA Public Utility Commission of Texas Carrie Elder, CMP TSCPA CPE Foundation Inc. Duke Troxell, CPA Fort Worth, TX Special Thanks to Our Sponsors: Exclusive Premier Sponsor Beverage Sponsor Follow Us On: Gold Sponsor Breakfast Sponsor Conference Sponsor #TXCPE2018

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