Dan Pickering,
Co-President of Tudor, Pickering, Holt & Co. and Chief Investment Officer, TPH Investment Management

In a world of low oil and gas prices, declining capital budgets and soft activity, the current oilpatch downcycle is extremely painful.  Is Lower for Longer the right answer?  Is a turnaround likely in 2016?  What is the “right” equilibrium price for oil and gas?  In a quest to understand how it all plays out over the next several years, we’ll look at the interactions of oil supply/demand/inventory dynamics, geopolitical considerations, OPEC and the financial markets.  Upside opportunities and downside risks will be discussed, with a specific focus on the implications for the North American industry.

Dan Pickering is the Co-President of Tudor, Pickering, Holt & Co. and Chief Investment Officer of TPH Investment Management. The firm manages over $1 billion in client assets across TPH’s publicly-focused fund strategies including the TPH Energy Infrastructure Fund, the TPH MLP Fund, the TPH Energy Equity Opportunity Fund (where he is the portfolio manager) as well as private-equity strategies via TPH Partners and the TPH Energy Co-Investment Fund.

Dan has spent 20 years as an energy portfolio manager, researcher and analyst, first at Fidelity Investments (where he managed ~$1 billion of energy sector funds), then as Head of Research at Simmons & Company and as the founding partner of Tudor, Pickering, Holt & Co.

Dan grew up in Missouri, has a BS in Petroleum Engineering from the Missouri School of Science and Technology and an MBA from the University of Chicago.

"What is Integrated Performance Management (IPM) and why should you care?"
Presented by our Platinum Meeting Sponsor - Alvarez & Marsal

Whether you call it CPM, EPM, BI or just financial reporting, budgeting and forecasting, the acronyms used to describe performance management are outnumbered only by the methodologies used to implement it. They all describe a framework of capabilities that enable an organization to effectively strategize, plan, measure and act on business performance, and all promise to deliver performance multiples that far outweigh the cost of implementation. Except when they don't integrate!  And guess what, it is not the technology that will really drive success but rather the focus on process improvement and organization alignment that will take you way beyond manual and siloed spreadsheets or legacy tools.

This month’s professional development session will feature a distinguished panel of experts representing, Finance, Accounting and Information Technology all with years of experience focused on enabling and managing performance management processes.  And to be successful in today's business climate, every successful company will need to have clear visibility into the financial levers that drive their company and the agility to model new ideas and opportunities driven by Integrated Performance Management.

 Arthur Forbus
Managing Director, Alvarez & Marsal

Arthur Forbus is a Managing Director with Alvarez & Marsal in Houston, where he leads the CFO Services practice for the region.

He specializes in Integrated Performance Management (IPM) solutions – where EPM meets BI. Mr. Forbus advises clients on the identification of processes and enabling technologies that drive improved financial and operational performance. 

Mr. Forbus brings more than 25 years of experience in finance and accounting, consulting, solution architecture and delivery of performance management solutions, including software evaluation / selection and accounting and finance process improvement.

Matthew Merhan
Senior Director, Alvarez & Marsal

Matt Merhan is a Senior Director with Alvarez & Marsal in Houston.  He specializes in finance and accounting solutions, with a primary focus on integrated performance management processes and tools. 

With more than 14 years of consulting experience, Mr. Merhan delivers CFO solutions that help manage a company’s performance.  In areas like strategic planning, budgeting and forecasting, external and management reporting he has helped clients evaluate enabling technologies, assess and improve underlying processes, and also design and implement enterprise-wide systems. 

Before joining A&M, he was a consultant with BearingPoint and Arthur Andersen.  Mr. Merhan earned a bachelor's degree in business administration, with a concentration in management information systems, from The University of Texas at Austin.

Ron Krishnan
Director - Financial Systems, Noble

Ron Krishnan is Director - Financial Systems with Noble Drilling Services and supports a global user base with the Hyperion EPM Suite of products and SAP.                Mr. Krishnan has extensive experience in financial accounting, consolidations, reporting, planning, data governance and finance transformation initiatives.

Prior to joining Noble in late 2012, Mr. Krishnan spent 17 years with Baker Hughes in a variety of leadership roles including Hyperion Implementation Lead, Division Planning & Reporting Manager, Canada Division Controller and more recently as the Finance Transformation Lead - Global Reporting & Analytics and Sr. Finance Manager – Global Reporting Governance. 

Mr. Krishnan earned a Master’s degree in Accounting & Taxation and a Bachelor's degree in Business Administration from the University of Houston. 

Dell Young
Vice President Financial Planning & Analysis, Stage

Dell Young is Vice President of FP&A for Stage Stores, a Texas based retailer which operates its stores under the Bealls, Goody’s, Palais Royal, Peebles and Stage nameplates.  The company operates approximately 850 stores in 40 states with revenue of $1.7 billion. 

Dell is a finance leader with over 25 years of progressive experience and achievement as a business partner in financial, operational and analytical roles.  He has extensive experience directing all aspects of budgeting, forecasting, and long range planning.  Dell is a strategic leader in capital planning as well as operational and investment analysis. 

Prior companies included JCPenney and Boeing.  Dell earned his B.A. in Business Management from Texas Christian University and his MBA from the University of Texas at Arlington. 

Agenda:

4:30 PM - Professional Development Session Speaker 
Presented by our Platinum Sponsor, Alvarez and Marsal

5:30 PM - Social Hour
Presented by our Gold Sponsor, Whitley Penn

6:30 PM - Dinner & Presentation


NOTE:  Please note that after 4:00 p.m. the dress code at the club is jacket and tie for men.

To login you will use your email address and the password you have set.
If you need to reset the password just select the link on the login box to reset.

Having Trouble Registering Online?
Email Logan Beszterda for help - [email protected]

CPE Credit is offered for the PD Session and the Dinner Presentation.  One (1) hour of CPE is offered for each program.  There is not pre-requisite preparation or experience required.

Prospective Member Form
Prospective Members must be submitted via the form link. All forms must be submitted for approval by the membership committee by 5:00 pm on the Wednesday before the meeting . Once approved, FEI will register prospects and inform the member or sponsor contact that the prospect has been approved to attend. This is applicable to anyone bringing a prospective member.

If you have not already done so, please register by 5:00 p.m. Friday, March 11, 2016.
Please note that no shows will be invoiced $50.