Energy Valuation Conference

EVC is a pre-eminent conference in which industry experts present "Valuation Impacts & Adjustments in the Transition to Renewables"
EVC is a pre-eminent conference in which industry experts present "Valuation Impacts & Adjustments in the Transition to Renewables"

Join ASA's Premier ENERGY VALUATION Event!  ASA Houston's 15th Annual Award-Winning 2025 ENERGY VALUATION CONFERENCE will be held on Thursday May 15, 2025 with In Person attendees at THE BRIAR CLUB, 2603 Timmons Lane, Houston, Texas 77027 or Virtually via convenient LIVE WEBCAST.

The ASA ENERGY VALUATION CONFERENCE (EVC) is unique in that it is the only MULTI DISCIPLINARY conference with a focus on leading edge VALUATION TECHNIQUES applicable to ALL SECTORS of the ENERGY INDUSTRY.

2025 EVC brings together pre-eminent energy valuation professionals and industry thought leaders presenting timely educational valuation topics, with a focus on valuation impacts in the transition of power generation from fossil fuel to non-carbon, renewables, sustainable energy, and IRS tax & governance issues.

Jason Bennett, Partner

Baker Botts LLP

"The Future of LNG in a Changing Global Framework": Jason serves as Head of the Global Projects Department and Co-Head of the Energy Sector Globally.  

Farhan Sher, Managing Director, Midstream

Phillips 66

"Midstream Outlook": Farhan has broad transaction experience in M&A, capital markets, corporate strategy, and financial valuation having executed 40+ transactions representing over $40 billion of value for leading corporations and private equity firms, primarily in energy.

Charles Meyer, Senior Vice President (Technical Head)

Stephens Inc. I Energy Investment Banking

"Mergers & Acquisitions Transactions in Energy & Clean Energy Transition".  Charles currently leads the Stephens upstream technical team, with an expertise in decline curve analysis, rate and pressure transient analysis, and field development planning.

Margaret Ferenz, Director, Commercial Strategy & Planning

Air Liquide USA

"Developing Hydrogen Infrastructure Stations".  Air Liquide USA is a world leader in gases, technologies and services for Industry and Health. It offers industrial and medical gases, technologies and related services to customers in the energy, petrochemical, industrial, electronics and healthcare markets.

Scott Gale, Executive Director 

Halliburton Labs

PANEL: "Building a Sustainable Clean-Energy Future Through Technology Innovation." Scott serves as Executive Director at Halliburton Labs which is committed to the science and continued evolution of sustainable, reliable energy. 

Brad Burke, Managing Director 

Rice Alliance

PANEL: "Building a Sustainable Clean-Energy Future Through Technology Innovation." Brad has led Rice Alliance as Managing Director since 2001 resulting in Rice’s graduate entrepreneurship program's #1 ranking in the U.S, and Rice's Business Plan Competition becoming the world’s largest and richest student startup competition in the world.

Susan T. Litherland, Petroleum Engineering, Partner 

SQ Environmental, LLC

PANEL:  "Damages & Environmental Issues in the Energy Arena":  Susan serves as Environmental Engineering specialist on risk assessment.   

Deanna Markowitz Willson, Partner

Locke Lord LLP

PANEL: "Damages & Environmental Issues in the Energy Arena":  Deanna serves as Complex Commercial Litigation expert on dispute resolution and complex discovery challenges.

Elizabeth Corey Raber, Associate

Locke Lord LLP

PANEL:  "Damages & Environmental Issues in the Energy Arena":  Elizabeth will address litigation of Complex Environmental Matters.

 

Karl Schwabauer, CPA, CFF, CVA, Managing Director

Baker Tilly

PANEL:  "Damages & Environmental Issues in the Energy Arena":  Karl will address Forensic, Litigation & Valuation Services Practices in mergers & acquisitions, transaction advisory, and economic damage matters.

 

Joseph M. Mello, Vice President

Netherland, Sewell & Associates, Inc. 

"What's an Acre Worth?"  Joe will provide an introduction to Carbon Capture and Storage (CCUS) projects, Subsurface Reservoir Evaluations, and discuss perspectives on pore space value for CCS projects.  

Samuel Blossom, Partner, Mergers & Acquisitions

PwC

"Current Market Considerations for Inflation Reduction Act (IRA) Tax Credits and Transferability".


Join as a Sponsor Today!

EXCEPTIONAL OUTREACH: Your Logo included in emails to 6,000 professionals.

Your LOGO & RECOGNITION in:

  • EVC Online Brochure.
  • Sponsor Power Point Slide Show that scrolls between speakers.
  • EVC Website.
  • FREE REGISTRATIONS. 

 

Who Should Attend?

Up to 200 professionals & executives from 16 US states and 7 countries - as far and diverse as Kazakhstan, Saudi Arabia, Germany and Canada joined 2024 EVC to gain a better understanding of current developments and geopolitical conditions of the industry. Attendees interacted and engaged with the leaders to discuss solutions to complex challenges faced by investors, appraisers, and clients during these volatile and challenging economic times.

The ASA Houston ENERGY VALUATION CONFERENCE is widely attended by accountants; appraisers accredited in business valuation, machinery & technical specialties, real property, and appraisal review; financial analysts, investment managers, economists; petroleum engineers, industry executives as well as expert witnesses of various valuation and forensic specialties.

What will attendees learn?

This broad-ranging conference facilitates opportunities to interact with key players from various segments of the value chain: downstream, midstream, upstream, and emerging trends in the growing renewables sector. EVC is unique in that it is the only multi-disciplinary conference with a focus on valuation techniques in all sectors of the energy industry. Networking and cross-referral opportunities abound when appraisers, accountants, investment professionals and industry leaders interact.

Why Attend?

Do You Have Clients in the Energy Industry?

  • "I will say that it was just as top-notch as it gets. The content was superb and the smooth tech operations really made it one of the best virtual events I've attended yet. Your speakers and sessions were, truly, spectacular."

Learn About the Outlook of the Energy Industry in the Transition to Non-Carbon and Renewables.

  • "I thoroughly enjoyed the virtual conference - found it to be very informative and right on point given our current social and economic environment. The speakers were excellent and I look forward to attending next year's conference - virtual or in-person."

Best Networking & Forum to Make Connections.

  • "Outstanding reception where industry & appraisers could mingle, network and talk about future business. Energy Valuations are big money, and if I can gain one new appraisal, it will more than pay for my trip." International EVC Sponsor

Speakers are an Excellent & Well-Rounded Mix.

  • "I liked the way the speakers expressed divergent opinions vs the previous speakers, and were bold enough to make predictions." EVC Sponsor
  • Featured speakers were remarkable leaders from all sectors of the energy industry demonstrating a variety of perspectives in all disciplines: Business Valuation, Machinery & Technical Specialties, Appraisal Review & Management, Real Property, among other."
  • "Great program!  Getting Karl Bartholomew and the high-powered Commissioner Craddick was a real coup.  The diversity of your speakers topically was very impressive.  Looking forward to the next one."

What makes energy valuation so important to appraisers?

This dynamic and cyclical industry affects all cities around the world. Even if your client isn't an energy company, energy can still play a vital role in its performance, cost structure and profitability.

What will attendees take away?

A better understanding of the current economic and geopolitical conditions of the industry, and learn perspectives on the challenges in energy valuations as the industry turns toward renewables, and how this impacts each sector. EVC is a very holistic and well-rounded conference that attendees enjoy and learn from - not just appraisers. Our goal is to expand our outreach to include those in related professional groups and industry associates.

Featured speakers represent all sectors of the energy industry offering new perspectives on business valuations, machinery & technical specialties appraisals, accounting developments, appraisal review & management, mineral appraisals, real property, financial analysis, and more. Learn how this dynamic and cyclical industry affects businesses world-wide and how it plays a vital role in the performance, cost structure and profitability of your clients. Attendees will gain a better understanding of the current economic and geopolitical conditions of the industry, and learn perspectives on challenges in energy valuations, including which sectors are rebounding.

Sponsor Chair:

Vice Chair:

Event Chair:

Laurie Leigh White

Carol Akers Klug

Tim Stulhreyer

HOUSTON 2025 ENERGY VALUATION CONFERENCE

Thursday May 15, 2025.

Hybrid Format:

2025 EVC registrants may attend either IN PERSON ONLY at THE BRIAR CLUB, 2603 Timmons Lane, Houston, Texas 77027 or ONLINE ONLY by LIVE WEBCAST from 8 am CDT to 6 pm CDT on May 15, 2025.  "In person" attendees will not receive online viewing.  If you inadvertently signed up for "online" but intended to attend "in person" please let us know asap so the chapter will not be charged for both formats. (EVC shares online attendee fees, and pays The Briar Club by the headcount as measured by the plate.  EVC confirms attendance headcount with The Briar Club in advance.)

  • IN PERSON attendees may network at our 7 am CDT Breakfast Bar, Fajita Lunch Buffet and Texas Appetizers & Cocktail Social from 6 pm CDT to 7 pm CDT.  Park FREE on the 3rd floor of the garage across the street from The Briar Club, walk across the SkyBridge to enter on the conference level.

IN PERSON ONLY and ONLINE ONLY tickets may be purchased below on the EVC webpage.

Education Credits: Up to 8 Hours CPE / CE

CPE credits approved by the National Association of State Boards of Accountancy (NASBA) will be provided for self-study CPE delivery. For more information on eligibility by state, please consult NASBA's website or your state board of accountancy.

Cost:

Registration
ASA Member - 8 CPE/CE hours
Non-Members - 8 CPE/CE hours
OnDemand (Deferred Viewing - with no CPE)

Early Bird Rates thru March 31
$250
$275
$275

Regular Rates from April 1
$300
$325

Terms:

Non-refundable after March 31.  Before March 31 - refundable less $20 transaction fee.

    • Substitution of registrants and/or change in format ("IN PERSON ONLY" to "ONLINE ONLY") is allowed through March 31 by emailing caklug@swbell.net to make the change.  Please attend EITHER "in person only" OR "online only" to avoid a double charge to our chapter [EVC splits online fees and pays The Briar Club by the plate].  "In Person" attendees will NOT receive a link to attend online.
    • Last day to register is two days before the conference.
    • No prerequisites or advanced preparation required.
    • A portion of net proceeds will be donated to 501(c)3 entities.
    • For the safety of our community, we will adhere to all COVID-19 protocols. 

Tim Stuhlreyer ASA CPA/ABV
EVC EVENT CHAIR

tim.stuhlreyer@pwc.com

A woman in pink jacket and pearls standing next to green wall.

Carol Akers Klug ASA MBA
EVC VICE CHAIR
ASA International Secretary / Treasurer 2024/2025

Appraiser of the Year - 2021

The Appraisal Foundation - Business Valuation Resource Panel

caklug@swbell.net

Laurie Leigh White ASA CEIV IA CPA

SPONSOR CHAIR 

Appraiser of the Year - 2022

BV Discipline Secretary/Treasurer

Board of Examiners

2021-2022 Advanced BV Conference Chair

lwhite@bvagroup.com

Alan B. Harp Jr. ASA CFA
PAST SPEAKER CHAIR
aharp@stout.com

Michael Morgan ASA ARM/BV CPA/ABV
CPA Liaison

Diversity & Inclusion Task Force

TxCPA Houston Board Member
michael@houstonvaluation.com

Ray T. Garcia ASA PE
MTS SPEAKERS
rtgarcia@sbcglobal.net

James Herr ASA CFA CPA CEIV
SPEAKER CO-CHAIR
jherr@alvarezandmarsal.com

A man in a suit and tie smiling for the camera.

Atiba Henry ASA
SPEAKER CO-CHAIR
ahenry@stout.com

A group of people sitting at a table with wine glasses.

EVC Chairs with ASA's CEO

Atiba Henry, Michael Morgan, ASA CEO Johnnie White, Carol Akers Klug, Laurie Leigh White, Alan Harp

 

Karl Bartholomew PE, ASA, MRICS
RENEWABLE SPEAKERS
karl.bartholomew@shell.com

A man in suit and tie smiling for the camera.

Mike Hill FASA, CPA, ABV
BV SPEAKERS
Mike.Hill@Weaver.com

A group of people sitting at tables in front of laptops.

2023 EVC PANEL