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2018 Energy Conference | PURC01 17




  • COST



May 14 - 15, 2018

Sheraton Austin Hotel at the Capitol


Member: $445 Non Member: $620 Early Member: $395 Early Non Member: $570

Exclusive Premier Sponsor:

CliftonLarsonAllen, Exclusive Premier Sponsor

Gold Sponsor:


Breakfast Sponsor:


Beverage Sponsor:

CenterPoint Energy

Conference Sponsor:

TSCPA Insurance Trust

Get the details: Conference brochure.

Conference schedule:
Day 1 - May 14, 2018 | 8 a.m. - 4:45 p.m.
Day 2 - May 15, 2018 |  8 a.m. - 3:30 p.m.

Calling all accounting professionals in the utilities industries: Here's your direct line to the top information on today's issues. Designed specifically for CPAs and others in the utilities industries, this popular annual conference will help you tune in to the latest industry developments; turn on your best thinking with new skills and take advantage of leading-edge training to get ahead.

To Register for the Government Rate: Please call the CPE InfoLine 800-428-0272 or 972-687-8500 in Dallas | E-mail Customer Service

20% Discount:  First TSCPA member pays full price, all additional TSCPA members from the same company/firm receive a 20% discount on their registrations.  To qualify for the 20% discount, registrations must be submitted together via phone or fax.  Discount does not apply to Government rates. 

Conference Hotel: Sheraton Austin Hotel at the Capitol | Make hotel reservation
701 East 11th Street, Austin, TX 78701 | Phone: 512-478-1111 | Hotel cut off date is extended to April 27 or when block fills.

Cancellations: Participant cancellations received less than five business days prior to the program 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 800/428-0272, ext.1 or in the Dallas area at 972/687-8500, ext. 1. No shows forfeit the entire registration fee. TSCPA policies may be found on the TSCPA website.

May 14, 2018 | Day 1

7 a.m. | Registration & Breakfast

8 a.m. | 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.
Allen Nye, Chief Executive Officer, Oncor Electric Delivery Company, Dallas, TX

9 a.m. | 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.
Steve Van Meter, CPA, Principal, CliftonLarsonAllen, Denver, CO

10 a.m. | BREAK

10:15 a.m. | 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.
John Hofmann, Exec.VP, Water Services, Lower Colorado River Authority, Austin, TX

11:15 a.m. | 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.
Dr. Ken Morgan, Director, TCU Energy Institute, Fort Worth, TX

12:15 p.m. | 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.
Glenn Hegar, Texas Comptroller, Texas Comptroller of Public Accounts, Austin, TX

1:30 p.m. | 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.
Brian Offen, Advisory Director, PwC, Power & Utilities Practice, Atlanta, GA

2:30 p.m. | 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.
Bob Anderson, VP of Business, Development Tenaska Energia, Arlington, TX

3:30 p.m. | BREAK

3:45 p.m. | 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.
Tauseef Ghazi, Principal, RSM, Houston, TX
David Carter Manager, RSM, Houston, TX

4:45 p.m. | Adjourn


May 15, 2018 | Day 2

7 a.m. | Registration & Breakfast

8 a.m. | 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.
Steve Dawson CPA, CFE, President, Dawson Forensic Group, Lubbock, TX

9 a.m. | Pipeline Safety Regulation in Texas
Gain an overview of pipeline safety regulation and current issues affecting Texas natural gas utilities.
Charles R. Yarbrough, II, VP of Rates & Regulatory Affairs, Atmos Pipeline-Texas, Dallas, TX

10 a.m. | BREAK

10:15 a.m. | 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.
Blake Rodgers, CPA, Senior Manager, Deloitte & Touche, LLP, Dallas, TX

11:15 a.m. | 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.
Jonathan White, CPA, Managing Director ENR Strategy, KPMG LLP, Atlanta, GA

12:15 p.m. | 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 employ ees 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.
Moritza Day, CPA, Managing Partner, Day West, Houston, TX

1:30 p.m. | 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.
Jimmy Martens, Trial Attorney & CPA, Martens, Todd, Leonard, & Ahlrich, Austin, TX

2:30 p.m. | 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 as prices headed and where do the biggest opportunities in energy exist now and in the future?
Alan Lammey, Senior Markets Analyst,, Houston

3:30 p.m. | Adjourn