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MEET THE SPEAKERS
DAY ONE
8 a.m. - 9 a.m. - Utility Industry (Regulatory and Legislative Update)
You’ll learn about recent regulatory and legislative changes affecting electricity, water and telecommunications markets in Texas and the current issues of the day at the Public Utility Commission.
DeAnn Walker/Chairman/Public Utility Commission of Texas/Austin
9 a.m. - 10 a.m. - Accounting Standards Update
This session provides an overview of Accounting Standards Updates (ASUs) issued since 2019 and their potential impact on financial reporting. We’ll revisit important ASUs issued in prior years and discuss what's on the horizon regarding proposed standards to identify issues that may impact your business.
Steve Van Meter, CPA/Principal/CliftonLarsonAllen/Denver
10 a.m. - 10:10 a.m. - BREAK
10:10 a.m. - 11:10 a.m. - Summer Outlook and Emerging Issues
ERCOT is responsible for balancing the load and generation for the ERCOT electric grid while also facilitating the market where that electricity is bought and sold. As summer approaches, the stress on the electric grid also increases as reserve margins decrease. This presentation will discuss some of the challenges of maintaining a reliable and efficient electric grid through a hot Texas summer.
Woody Rickerson /Vice President, Grid Planning and Operations/ERCOT/Taylor
11:10 a.m. - 12:10 p.m. - Economic Update
In 2019, Texas businesses faced historically tight labor markets, a decline in the oil and gas sector, a strong dollar and increased tariffs. Come and find out more details on the factors likely to influence Texas in 2020 and the challenges facing regions and industries in the state.
Keith Phillips, PhD/Assistant Vice President and Senior Economist/Federal Reserve Bank of Dallas/San Antonio
12:10 - 1:00 p.m. LUNCH BREAK
1:00 p.m. - 2:00 p.m. - Acquisitions in the Oil Patch and Beyond: What You Need to Know Now
William Hornberger/ Partner/Jackson Walker LLP/Dallas
2:00 p.m. - 3:00 p.m. - Electric Vehicle (EV) Ownership and Charging Impacts on ERCOT Utilities and Energy Markets
Although predictions vary regarding the future of electric vehicles in Texas and exactly what charging technologies will dominate, these are, with regard to impacts on the ERCOT grid and related power markets, questions of “When?” and “How much,” not “If... .” This briefing will address EV impacts on the electrical grid and related power markets. The impacts extend far beyond providing power for EV charging, in that optimized market-driven solutions will allow EVs to provide grid services and individual owner (or fleet) revenue streams and are just one element of a changing transportation industry.
Randy Boys/Strategy & Technology Manager/Oncor Electric Delivery/Dallas
3:00 - 3:10 p.m. BREAK
3:10 p.m. - 4:10 p.m. - To Catch a Thief... Quickly! A Primer of Fraud Detection Methodologies
Not all employee fraud can be prevented. When employee fraud prevention methods fail, early detection is key to minimizing company losses. This session focuses on current fraud detection processes that can be implemented to ensure the earliest detection.
Steve Dawson, CPA, CFE/President/Dawson Forensic Group/Lubbock
4:10 p.m. - 5:10 p.m. - Employment Law Update - Part I
This session will provide an update on developments in employment law and the latest information on recent federal and state court cases. You’ll also hear an update on privacy issues affecting the energy industry.
Eric A. Johnston/Attorney/McGinnis/Lochridge LLP/Austin
DAY TWO
8 a.m. - 9 a.m. - Employment Law Update - Part II
Continued session from day one.
Eric A. Johnston/Attorney/McGinnis/Lochridge LLP/Austin
9 a.m. - 10 a.m. - GASB Update: Be Prepared for the Storm
Charge up your GASB knowledge battery by attending this session focused on the latest standards. With a heavy focus on the power and utility industry, the discussion will include the key changes coming from GASB and how they differ from FASB standards. You’ll gain insights that will be helpful to your organization as you plan to implement these standards in the near future .
Blake Rodgers, CPA/Audit & Assurance Partner/Deloitte & Touche LLP/Dallas
10 a.m. - 10:10 a.m. - BREAK
10:10 a.m. - 11:10 a.m. - Retail Public Water and Sewer Utility Regulation in Texas (Regulatory and Legislative Update)
You’ll learn about recent regulatory and legislative developments in the retail public water and sewer utility industry in Texas.
Tammy Benter /Director, Utility Outreach Division/Public Utility Commission of Texas/Austin
11:10 a.m. - 12:10 p.m. - Change Management Triage
Responsibility for change management tends to fall under a vague job description of “other duties as assigned.” If you find yourself in that gray area, how do you effectively manage change that is not your job, but becomes your responsibility? During this interactive presentation, we’ll present Cardigan’s Change Management Triage. This simple tool is designed to help leaders organize and lead their change efforts by grouping change initiatives into four categories: Stop It; Explain It; Do It; Park It.
Shannon Hernandez, Certified Health Coach/Co-Founder & CCO/Cardigan/San Antonio
Harold Hardaway, Ph.D./Co-Founder & CEO/Cardigan/San Antonio
12:10 - 1:00 p.m. LUNCH BREAK
1:00 p.m. - 2:00 p.m. - In the Red: The Consequences of Common Security Missteps
This talk will cover our team's most successful strategies in acquiring privileged access and sensitive data from the different types of clients we engage. Live demonstrations will be used to show how some information is acquired and then used to gain access to an environment remotely.
Slade Griffin/Director of Security Assessments/Contextual Security Solutions/Memphis
2:00 p.m. - 3:00 p.m. - Introduction to Data Analytics and Microsoft Power BI Tools
In this session, we will provide an overview of the various Power BI tools and discuss Microsoft's Power BI Strategy. We will begin by explaining the challenges faced by many accountants when it comes to analyzing data in Excel. You will learn how each Power BI tool reduces the challenges and improves your data analytic skills. You will also gain a complete understanding of when to use which tool.
Bryan L. Smith, CPA.CITP, CISA /Co-Founder/CPA Crossings, LLC
3:00 - 3:10 p.m. BREAK
3:10 p.m. - 4:10 p.m. - 2020 Texas Economic Trends and State Budgeting
You’ll learn about the function of the Texas Comptroller's office and how it interacts with the legislature. You’ll also get an update on the state budget at the halfway point of the biennium, review Texas economic trends that the Comptroller’s office is noticing and preview the likely issues heading into the 2021 Texas legislative session.
Lisa Craven, CPA/Deputy Comptroller and Chief of Staff/Texas Comptroller of Public Accounts/Austin
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