Energy Valuation Conference

Join ASA's Premier ENERGY VALUATION Event!  ASA Houston Chapter's 14th Annual Award-Winning 2024 ENERGY VALUATION CONFERENCE will be held on Thursday May __ 2024 with In Person attendees at THE BRIAR CLUB, 2603 Timmons Lane, Houston, Texas 77027 or Virtually via convenient LIVE WEBCAST by Business Valuation Resources.

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.

2024 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.

Dr. Christine Ehlig-Economides, Petroleum Engineering Professor & Hugh Roy & Lillie Cranz Cullen Distinguished University Chair.  

University of Houston

"Leading the Way to Carbon Neutral and Hydrogen Power" [click to view Power Point Slides]

Dr. Christine Ehlig-Economides is Professor and Hugh Roy and Lillie Cranz Cullen Distinguished University Chair at the University of Houston. Previously, Dr. Ehlig-Economides taught at Texas A&M University for ten years and worked at Schlumberger for twenty years. At A&M, she managed research in production and reservoir engineering in conventional and shale reservoirs in the petroleum engineering department. Dr. Ehlig-Economides was elected to the U.S. National Academy of Engineering in 2003, was a member of the National Academy of Science Committee on America's Energy Future, and served on the NRC Board on Energy and Environmental Systems (BEES). She chaired The Academies of Medicine, Engineering, and Science in Texas (TAMEST) shale task force in 2017, and is currently a Board member for QRI.


Todd K. Lester, ASA.BV, CFE, Senior Managing Director

FTI Consulting

"Forensics - From Fraud to Fair Value"

Todd Lester is a Senior Managing Director with FTI Consulting’s Forensic & Litigation Consulting segment and member of FTI's Energy Advisory Services practice.  His 30 years experience in complex litigation matters, financial investigations, and compliance issues has focused on multifaceted damage calculations with complex databases.  His analysis of quantified damages include lost profits, diminution of value, incremental costs, unjust enrichment and business failures and span DOJ and SEC inquiries in alleged accounting irregularities and fraud, internal investigations of fraud and employee theft, white-collar criminal defense, civil fraud and breach of fiduciary duty matters, and regulatory and operational assessments for compliance purposes.  Mr. Lester earned his BBA, BA in biology, and MBA from The University of Texas, and holds an Accredited Senior Appraiser (ASA) designation in Business and Intangible Asset Valuation from the American Society of Appraisers, and Certified Fraud Examiner (CFE) designation from the Association of Certified Fraud Examiners.


Lizet Gomez-Lluguin, Senior Director, Dispute Advisory Services

FTI Consulting

"Forensics - From Fraud to Fair Value"

Lizet Gomez-Lluguin is a Senior Director with FTI Consulting’s Forensic & Litigation Consulting segment. For over 16 years, Lizet has assisted clients with calculating damages in complex, big data disputes and provided investigation and financial consulting in an array of energy matters. Her dispute advisory services include contract, regulation, pricing and royalty litigation over crude oil, natural gas, natural gas liquids, as well as matters related to water and electric utilities, intellectual property theft litigation and antitrust.  Her financial consulting services include developing market studies, evaluating the broad application of contract terms and their effect on the market, and assessing operations to identify performance improvement opportunities.  Prior to FTI, she facilitated import tariff recovery of steel and titanium alloys for clients with a duty drawback company and held various accounting roles with a major airline.


Michael S. Hoyt, Principal, Valuation & Business Modeling Services. 


"PANEL:  Inflation Reduction Act and Valuation Impacts - including Energy Production Tax Credits from the Financial Reporting Side"  [Click to view Power Point Slides]

Michael Hoyt is a principal of KPMG's Economic and Valuation Services group based in Houston. He is the technical lead on the National Power & Utilities and Renewables team for the Valuation Practice. He brings more than 19 years of experience in valuation of business enterprises, equity and debt interests and other intangible assets. His expertise includes allocation of purchase price, impairment analyses, valuation of minority and control equity interest for corporate planning, financial reporting, international tax restructuring and tax planning.  Mr. Hoyt focuses on serving Power & Utility (including renewables) clients that develop, own and/or operate power generation assets. He also advises clients on valuation best practices in the power and utility, infrastructure and asset management industries.


Sam Blossom, CPA, Mergers & Acquisitions - Tax


"PANEL:  Inflation Reduction Act and Valuation Impacts - including Energy Production Tax Credits from the Tax Side"           [Click to view Power Point Slides]

Sam Blossom is a Partner in the Mergers and Acquisitions Group in PwC's Houston office.  Sam has a broad range of experience in providing tax consulting advice to public and private companies, including transaction structuring considerations and due diligence investigations.  He has specialized in M&A for 20 years, including time spent on the US desk in London focusing on US tax structuring for European headquartered multi-national companies.  Sam has participated in numerous M&A transactions (US domestic as well as cross-border), acquisitions, dispositions, spin-offs (including PLR submissions), tax-free reorganizations and corporate restructurings, strategies for preservation and utilization of net operating losses and has experience in across industries including traditional and renewable energy, infrastructure, healthcare and consumer products.  Sam joined the firm in 2003, after receiving an MBA with a concentration in Tax Accounting and BS in Business from Indiana University.  


David Grimes, CPA, Federal Tax Director


"PANEL:  Inflation Reduction Act and Valuation Impacts - including Energy Production Tax Credits from the Tax Side". [Click to view Power Point Slides]

David Grimes is a director with PwC's Tax practice.  For over thirteen years, Mr. Grimes has provided tax provision, compliance, and consulting services to public and private companies in various industries for SEC reporting, tax provision preparation, and assisting with income tax material weakness remediation and effective tax rate planning under US GAAP.  He earned his BBA and MPA from The University of Houston.  The three accounting professionals will have an enlightened conversation on the new hot topic of Energy Production Tax Credits.  KPMG will address the Financial Reporting side, and PwC will speak on the Tax Side.


Gregory W. Kort, P.E., ASA.MTS Managing Member    

RKN Valuation Advisors, LLC

"Valuation of Energy Infrastructure in a Carbon Neutral Market" [Click to view Power Point Slides]

Gregory W. Kort, P.E., ASA  is an energy infrastructure appraiser in Austin, Texas. His 20 years of experience includes complex valuations of ad valorem property tax, purchase price allocations, and studies for fair market value in continued use and in exchange.  Properties he has valued include petroleum refineries, petrochemical plants, electric power generation facilities, breweries, pipelines, general manufacturing and business personal property.  Mr. Kort is certified in Wisconsin as a Professional Engineer (P.E.), licensed as a Certified General Appraiser in Texas and Wisconsin, earned the designation of Accredited Senior Appraiser (ASA) in Machinery & Technical Specialties from the American Society of Appraisers, and a BS in Chemical Engineering from Michigan Technological University in 1994, and MBA from DeVry University in 2002.

Jake Boos, Managing Director - Investment Banking

Tudor, Pickering, Holt & Co.

"Exploration & Production / Upstream Valuations"

Jake Boos is a Managing Director in the Investment Banking division of TPH&Co., the energy business of Perella Weinberg Partners, where he helps lead the Upstream coverage team.  Mr. Boos has worked in the Investment Banking division of TPH&Co in roles of increasing responsibility since joining as an analyst at the firm in 2011.  Prior to TPH, Mr. Boos worked as an equity research analyst at Maple Leaf Partners in New Orleans, a long/short value hedge fund focused on the energy, industrials, and retail sectors. Mr. Boos holds a BS in Finance from Louisiana State University.

Taylor Sugg, Senior CCUS Account Executive

DENBURY - Carbon Solutions

"Analysis & Future of Carbon CO2 Sequestration"                         [Click to view Power Point Slides]

Taylor Sugg is a Senior CCUS Account Executive at Denbury - Carbon Solutions carbon capture, utilization and storage team.  Denbury injects industrial-sourced CO2 in the ground not only for oil production, but also for direct sequestration among other uses.  His team focuses on the goal to help decarbonize the planet, and is continually seeking new ideas to accomplish this.  Previously, he served various energy companies in the capacity of Senior Investor Relations Advisor, Senior Evaluations Engineer, Senior Corporate Development Engineer, Resource Development Engineer and Production Engineer.  Mr. Sugg is a graduate of Texas A&M University with a Bachelor of Science in Chemical Engineering.

Chris Atherton, Chief Executive Officer & President.

EnergyNet, Inc.

"U.S. Upstream A&D Drivers & Motivations"                           [Click to view Power Point Slides]

Chris Atherton is the Chief Executive Officer & President of EnergyNet, Inc., a technology-enabled upstream oil and gas asset acquisition and divestiture platform specializing in auction sales, sealed bid transactions and government lease sales. Since 2002, Chris has been actively involved in the firms completion of over $9B in transactions including sell-side mandates from thousands of Exploration and Production clients. Chris leads a multi-disciplinary team of 50 professionals specializing in engineering, geology, land, technical, business development, marketing, IT and administration.  Chris has 23 years of experience in the energy industry. Chris graduated from Texas State in San Marcos with a business management and marketing degree. Chris currently serves on the board of directors of the Houston Producers Forum and is the Business Development & Membership Chairman for the IPAA, and holds Series 39, 22 and 63 SEC licenses.  

Ed Hirs, Principal, Energy Fellow Lecturer & Media Commentator


"Energy Economics 2023"  [Click to View Power Point Slides]

Ed Hirs is a Principal of Iconic Valuations LLC which values world treasures including England's Tower of London and America's White House.  He also serves as University of Houston Energy Fellow lecturing on energy economics.  Mr. Hirs frequently consults on national and international media providing apolitical analysis and concisely explaining the drivers of energy markets.  Mr. Hirs earned a BA with honors and distinction, an MA and MBA in economics from Yale University, and was awarded the designation of Chartered Financial Analyst.  Among his honors, Mr. Hirs was named UH's BDO Natural Resources Fellow, has consulted for the US Department of Energy, and published referenced papers in energy economics with co-authors in the Yale Graduates Energy Study Group available on


Join as a Sponsor Today!

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


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


Who Should Attend?

About 251 professionals & executives from 24 US states and 7 countries - as far and diverse as Kazakhstan, Dominican Republic, Hungary, Poland, Germany and Canada joined 2023 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 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:

Event Co-Chair:

Event 2nd Chair:

Laurie Leigh White

Carol Akers Klug

Atiba Henry

Education Credits: Up to 8 Hours CPE / CE


2024 EVC registrants may attend either IN PERSON at THE BRIAR CLUB, 2603 Timmons Lane, Houston, Texas 77027 or VIRTUALLY by LIVE WEBCAST from 8 am CDT to 6 pm CDT on May __, 2024.  IN PERSON attendees will enjoy networking at our Fajita Lunch Buffet and Texas Appetizers & Cocktail Social from 6 pm CDT to 7 pm CDT.

Parking is 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 and ONLINE tickets may be purchased below on the EVC webpage. For out-of-towners, the 4-star Hotel Derek, 2525 W Loop S, Houston Tx 77027 is convenient.


ASA Member

Early Bird Rates

Regular Rates


    • Non-refundable after March 31. Before March 31 - refundable less $20 transaction fee.
    • Substitution of registrants is allowed through April 30.
    • 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 one or more 501(c)3 entities.
    • For the safety of our community, we will adhere to all COVID-19 protocols.  The expectation is that all attendees are fully vaccinated with booster.
    • Registrants may swap from "IN PERSON" to "ONLINE ONLY" or vice versa at no charge through April 30. Just email to make the change.  To avoid a double charge to EVC - please let us know which format you choose.
    • CPE credits will be provided by BVR which is approved by the National Association of State Boards of Accountancy (NASBA) for self-study CPE delivery. For more information on eligibility by state, please consult NASBA's website or your state board of accountancy.


May __ 2024.

Carol Klug

Carol Akers Klug ASA MBA
Appraiser of the Year - 2021    The Appraisal Foundation - Business Valuation Resource Panel                                   ASA Education Foundation Board Member

Michael Morgan

Michael Morgan ASA ARM/BV CPA/ABV
Diversity & Inclusion Task Force

TxCPA Board Member

Laurie Leigh White ASA CEIV IA CPA


Appraiser of the Year - 2022

BV Discipline Secretary
Board Of Examiners Member
2021-2022 Advanced BV Conference Chair

Alan Harp

Alan B. Harp Jr. ASA CFA

Paula Lindsey

Paula F. Lindsey ASA

Ray Garcia

Ray T. Garcia ASA PE

Robert S. Svoboda ASA

Atiba Henry

Atiba Henry ASA

James Herr


Karl Bartholomew PE, ASA, MRICS

Tim Stuhlreyes

Tim Stuhlreyer ASA CPA/ABV
EVC Founding Member


Michael R. Crismyre ASA