PESA Committee Chairmens Briefing July 24, 2018 Agenda Open and - - PowerPoint PPT Presentation

PESA Committee Chairmen’s Briefing

July 24, 2018

Agenda

Open and Welcome: Dan Domeracki – Vice President, Government, Industry & Global Stewardship, Schlumberger Anti-Trust Statement: Mark Wolf – VP Legal, Surface Technologies & North American Regional Business Unit, TechnipFMC Meeting Overview and PESA Update: Leslie Beyer, President, PESA

Finance Committee

Chair: PESA Board Member Paul Coppinger, Division President, Weir Oil & Gas

2018 Accomplishments & Goals

2018 Dues Revenue Goal

• 91% to goal
• 20% over 2017 dues revenue

CID Dues

• 87% dues collected
• Most companies received a dues increase with the 2018 CID Dues Change

Annual Meeting

• Did very well, impacting budget and supporting ongoing projects

Chase Money Market Account

• Moved at the end of June and funds to be reinvested into the organization, per board vote

Q3 and Q4 Meetings Need Strong Attendance to Hit Committees Revenue Goals

Legal Committee

Chair: Mark Wolf, VP Legal, Global Surface Technologies & North America Region, TechnipFMC Vice Chair: Alex Cestero, Frank’s International Members: Alicia Botts, TETRA Technologies, and Phillip Shotts, Fairfield Geotechnologies Committee Mission: Offering special educational programs of diverse topical interest predominantly to the legal, risk management, contracting and compliance departments of PESA Member Companies and, as needed, advising PESA Staff and Committees on legal issues

2017-2018 Accomplishments

Hosted Legal Seminar

• “Investing in Oilfield Services and Equipment” May, 2017

(100+ attendees / positive survey results) Provided Legal Guidance to PESA Staff & Committees

• Gender Diversity Survey
• PESA Bylaws - Chairman Emeritus
• EPA Aquatic Toxicity Joint Industry Project (JIP) Study

2018-2019 Goals

Host Legal Seminar

• “How I Became an FBI Informant Against My Company” May, 2018

(60+ attendees / positive survey results) Consider Hosting 2nd Event in 2018

• Stay the course by appealing to a broader PESA member audience

PARTICIPATING COMPANIES:

Energy Educators Committee

Chair: PESA Board Member Galen Cobb, Vice President, Industry Relations, Halliburton

PARTICIPATING COMPANIES:

2017-2018 Accomplishments

PESA/Rice Fellowship Program: 3rd Year

• Educated future oil and gas industry professionals through

two-month internship Promoted Energy Education Through External Events

• Alex Epstein: How to Talk to Anyone About Energy

Contributed to Educational Programs That Reached 150,000+ Students in 2017

2018-2019 Goals

Increase PESA/Rice Member Company Participation by 10% Partner With National Society of Black Engineers

• Summer Engineering Experience for Kids (SEEK)
• Exposes under-represented students to STEM

Event to Support PESA’s Education Contributions

• PESA Shoot for the Stars Pistol Competition: Supporting STEM

Energy Education Programs STEM Career Exploration Initiative

• IPAA/PESA Energy Education Center expanded
• Launched in the Permian

Explorers of Houston

Chair: PESA Board Member Chuck Chauviere, President, Drilling Systems, Baker Hughes, a GE company

2017-2018 Accomplishments

IPAA/PESA Energy Education Center

• 1,500 enrolled in 2017, 2,900 graduates overall
• Explorers of Houston honored innovation in STEM education –

Shell Oil Company Promoted STEM Education Through External Events

• 19th Annual Explorers of Houston Golf Tournament
• Net $76,406

2018-2019 Goals

20th Annual Explorers of Houston Golf Tournament 19th Annual Explorers of Houston Award for Leadership and Innovation in Education

• Lee Tillman, CEO, Marathon, will accept the PESA Explorers

Award at a reception on November 7 at The Briar Club. Contributed to Educational Programs That Reached 150,000+ Students in 2017

• Annual contribution is $185,198

Committee Top 10 Prospect List

Membership Committee

Chair: Larry Kerr, Vice President & General Manager, Petroleum & Industrial Pumps, Gardner Denver Vice Chair: Craig Lange, Director, Global Strategy & Growth Businesses, Caterpillar Oil & Gas

2017 Accomplishments

Membership Growth

• Surpassed membership goal in 2017
• Member retention: 93%
• 27 new members in 2017

2018 Projects

Membership Growth

• Surpass 2017 membership by 20%
• Progress to goal – 91%
• Leverage PESA events to invite targeted prospects (Topgolf, Ju

July 2 26)

• Connect prospects to PESA for member briefings
• Touchpoints with new members joined in 2018

PARTICIPATING COMPANIES: *As of July 1, dues will be prorated

Hi-Crush K&B Industries POK Ranger TimkenSteel White Deer Wood Mackenzie

Companies Lost 2018

Alpine Polytech, LLC Jet-Lube Boyden Global Executive Search Keane Group Chickasaw Distributors, Inc. KPMG Consolidated Pressure Control MTU America Inc. Cyclone Steel Services, LLC RYCO Energy Solutions, Inc. Energes Oilfield Solutions Tenaris GE Oil & Gas Tex-Isle Supply, Inc. GEC Advisors LLC TIW Corporation Gyrodata TST Engineered Coating Solutions Inc. HDI Instruments Veretek (former Elite Multiphase) Integrated Equipment

2018 Statistics

• Number of companies lost: 21
• Number of companies added so far, paying 2018 dues: 23 +

+ 7 divisions

Allison Transmission ABB Alamo Pressure Pumping Brigade Energy Services Calfrac Carbo Ceramics FTS International

Emerging Executives Committee

Chair: Jigna Bhakta, Director – Evangelist, GE Digital Vice Chair: Andrew Little, Premium Oilfield Board of Directors Liaison: Dave Warren, President & CEO, Energy Alloys

2017-2018 Accomplishments

Executive Leadership Program: Entering 4th year

• Graduated 200+ in three years
• Provided executive mentoring for 100+ emerging leaders

Leadership Forums with Board & Advisory Board Members Oil & Gas 101

• Added topics: Midstream, refining, technology ventures

2018-2019 Goals

• Add Second Yearly Offering of Oil & Gas 101

PARTICIPATING COMPANIES:

• Implement Post-Grad Progression Tracking in the Executive

Leadership Program

• Expand PESA Meetings and Trainings Recruitment Process

Government Affairs Subcommittee

Chair: Kevin Crowley, President & CEO, Forged Products Vice Chair: Tom Moyers, VP Industry Affairs, Schlumberger Policy Chair: Karen Knutson, Government Affairs & Policy Leader, Baker Hughes, a GE company

2017-2018 Accomplishments

2 Successful Washington, D.C. Fly-Ins Advanced OFS Sector Policy Positions Strengthened Relationships With Partner Associations (API, IADC, IPAA, NOIA, NAM)

PARTICIPATING COMPANIES:

2018-2019 Projects

OFS Sector Jobs and Economic Impact Report (complete) Advocacy for Amendment of Revised Well Control Rule Executive Washington, D.C. Fly-In: September 25-27, 2018 Annual Washington, D.C. Fly-In: February 2019 API Explore Offshore Coalition for OCS Development Host First PESA Congressional Training Forum Series: Summer 2019 Website Policy Center Revision Monitor Dunes Sagebrush Lizard Issue in the Permian Basin Promote 3 Key Legislative Priorities

• Job Creation
• Trade (NAFTA & Tariffs)
• State/ Local Fracking Bans

International Trade Policy Subcommittee

Chair: Doug Polk, VP Industry Affairs, Vallourec, USA

2017-2018 Accomplishments

Advance Trade Policy Position of OFS Sector

• Russian sanctions
• NAFTA renegotiations

NAFTA White Paper - Mexico Task Force

PARTICIPATING COMPANIES:

2018-2019 Projects

Trade

• Section 232 Steel and Aluminum Tariffs
• Alliance for Competitive Steel and Aluminum Trade

Coalition

• National Foreign Trade Council’s Section 232 Alliance
• Submitted comments independently and with coalitions
• Hosted Roundtable on tariff exemption process
• Compiled HTS codes in collaboration with API
• Section 301 Intellectual Property Tariffs
• National Retail Federation Section 301 Tariff Coalition
• Compiling HTS codes in collaboration with API
• NAFTA

Iran Sanctions

International Programs Committee

Chair: Jock Pool, Director of Compliance, Oceaneering Board of Directors Liaison: Chris Cragg, Executive Vice President-Operations, Oil States International, Inc.

2017-2018 Accomplishments

FSO Industry Training

• More than 700 FSOs Trained as of February 2018

International Business Development Opportunities

• Chairman of Libya NOC
• Ecuador Minister of Hydrocarbons
• Mexico Deputy Secretary of Energy
• OTC Delegations
• Russia, Ghana, Brazil, Azerbaijan

Recognition of FSO Training Program by State Dept.

• U.S. Secretary of State highlighted PESA’s 25-year partnership

training FSOs

PARTICIPATING COMPANIES:

2018-2019 Projects

FSO Training Program: February 5-8 and August 20-23 25th Anniversary Celebration

• Operator Collaboration
• Deputy Secretary of State John Sullivan
• Richard Haass, President, Council on Foreign Relations

Leverage Success of FSO Program to Develop Additional Federal Government Training Opportunities OTC Delegation Tours with Iraqi Ministry of Oil (MoO)

International Outposts Committee

Chair: Scott Livingston, President, Intervention & Stimulation Equipment, NOV Completion & Product Solutions

2017-2018 Accomplishments

60+ Companies Participated in MENA Regional District Meeting: November 2017

• Zahir Al-Wahaibi, Strategic Finance Manager, PDO
• U.S. Ambassador to Iraq, Douglas Silliman
• Deputy Chief of Mission Steve Bondy, UAE

Development of MENA Steering Committee

• 18 member companies represented

INTERNATIONAL OUTPOSTS COMMITTEE:

2018-2019 Projects

Grow and Develop MENA Chapter and Committees Fall Meeting: November, ADIPEC

• ADNOC - Abu Dhabi

Identify Other Target Regions to Develop Chapters

Middle East Regional Chapter

MENA Regional District Chair: Dennis Jol, Vice President – MENA, CIS, and Asia Pacific, DistributionNOW MENA Regional District Vice Chair: Ed Whitnell, Operations Vice President and Managing Director – MENA, NOV

Statement of Intent

The PESA Middle East and North Africa Regional Chapter will align the regions energy industry’s service, supply and manufacturing organizations with local regulatory requirements and business landscape in the Middle East and North Africa. The chapter will promote international best practices and world class industry standards with local governmental organizations to advance member priorities on key industry issues while working and understanding local regional regulatory framework and energy policy.

Scope: Middle East Regional Chapter Committees & Biannual Meetings

Chapter Meetings: Biannual

• Aligned with IADC Drilling Golf Tournament (Spring)
• Aligned with ADIPEC (Fall)

Committee Meetings/Team Members

• Local In-Country Value Committee – Ed Whitnell, NOV
• Supply Chain Committee – Dennis Jol, DistributionNOW
• Human Resources Committee – Riaz Jumabhoy, Gardner Denver
• HSE Committee – Steve Abbiss, TechnipFMC

Chapter Growth & Development

MIDDLE EAST STEERING COMMITTEE:

• As target regions are identified, the MENA Chapter Charter will be used as a template
• Chapter Charters will develop and grow using the MENA model

Mexico Task Force

Chair: Hugo Espinosa, OFS Sales Director, Latin America, Baker Hughes, a GE company Advisory Board Liaison: Jorge Goudet, President, AUGE Industrial Fasteners

2017-2018 Accomplishments

Developed Key Issues White Paper: OFS Sector Positions

• Financial Risk
• Contract Law
• Compliance
• Local Content
• Security Risks
• NAFTA Modernization

Dialogued With Mexican Policy Makers and Influencers

• Aldo Flores, Deputy Secretary of Energy
• Edmundo González, Promexico, Trade & Promotion Agency
• Carlos Talancón, Sec. Economic Development, State of

Tamaulipas, Mexico

• Óscar Rodríguez Cabrera, Cónsul General of Mexico in

Houston Represented OFS Sector on Department of Commerce U.S./Mexico Energy Business Council

PARTICIPATING COMPANIES:

2018-2019 Projects

Partner with AIDC to sponsor Latin America Conference and Exhibition: October 2018 PESA OTC Roundtable

• Carlos Treviño, CEO, PEMEX
• Salvador Escobedo, President and CEO, PEMEX Procurement

International (PPI) Develop Chapter Structure in Mexico City Continue Representation on Department of Commerce U.S./ Mexico Energy Business Council

Supply Chain Committee

Chair: Hope Anderson, Vice President, Supply Chain, NOV Vice Chair: Cris Baker, President, Sigma Fasteners

2017-2018 Accomplishments

Leveraging Supply Chain Efficiencies Seminar

• BP, Transocean, WPX Energy, Wells Fargo

Cross-Committee Collaboration

• Joint HR/Supply Chain Event: Recovery Planning Seminar

Bimonthly Roundtables and Facility Visits

• Digitalization
• Supply chain/warehouse operation best practices

2018-2019 Projects

Develop 2019 Supply Chain Seminar

• Leverage Key Operator/Customer Executive Relationships

Cross-Committee Collaboration

• Joint Supply Chain/International Trade Policy Roundtable
• Joint CID/Supply Chain e-Commerce Seminar

Bimonthly Roundtables

• Lean Culture Driving Lead Time Reduction
• Shrinking AVLs

PARTICIPATING COMPANIES:

West Texas Regional District

West Texas Regional District Chair: Wayne Richards, President & CEO, GR Energy Services

Overview

• In this meeting last year, the companies on the West Texas

Steering Committee created this group.

• The top areas of focus are operator specific to Permian and

attracting and retaining talent in the Permian.

• Each member in the steering committee is expected to host,

sponsor meetings and invite operators to present.

Upcoming Events

Midland/Odessa

• Concho Resources: September 2018
• HR Roundtable: Attracting Talent to the Permian, October 11

WEST TEXAS STEERING COMMITTEE PARTICIPATING COMPANIES:

Health & Safety Committee

Chair: Loren Boisvert, VP Operations, Stream-Flo Advisory Board Liaison: Kyle Chapman, President – Production Segment

2018-2019 Projects

Launch H&S Statistical Benchmarking Database

• Operational Q3 2018

Quarterly Roundtables

• Glove Program/Hand & Finger Safety
• Stop Work
• LEAN for Safety
• Driving (DOT) Safety
• New Hiring/Onboarding/Mentoring

2017-2018 Accomplishments

Initiated H&S Statistical Benchmarking Project Cross-Committee Collaboration

• Joint HR/Health & Safety event: Natural disaster emergency

preparedness, best practices and lessons learned

PARTICIPATING COMPANIES:

Environmental Policy Committee

Chair: John Candler, Director, Occupational Health & Environment, Schlumberger (M-I SWACO)

2017-2018 Accomplishments

Advanced Regulatory Positions

• EPA accepted PESA recommendations on Discharge P

Permits ts

• EPA Aquati

tic Toxic icit ity J Join

• int I

Industry P y Proj

• ject study with Offshore

Operators Committee

• PESA Webinar: OSHA C

Crystallin lline S Silic ica Rule le Compliance Overview

• Provided comments to Ohio D

io DNR prop

• posed r

rules for liquid mud plants.

PARTICIPATING COMPANIES:

2018-2019 Projects

Continue Work with Offshore Operators Committee International Benchmarking

• Host Nigerian regulators for Offshore Regulatory Seminar,

including quality laboratory testing processes: September 2018 PESA Webinar: Implementation Updates on OSHA Crystalline Silica Rule Continue Work with Ohio DNR

Engagement Committee

Chair: Angela Knight, Global Diversity Leader, Baker Hughes, a GE company

2017-2018 Accomplishments

Pioneered the PESA Gender Diversity Study

• Goal to understand the gender diversity statistics within the
• ilfield services and equipment sector

Leadership Diversity Goals

• Benchmarking diversity within PESA
• Increased diversity in PESA Committees and Leadership from

27% to 40%

• Developing diverse pipeline

Cross-Committee Collaboration

• Roundtable: Diversity and Inclusion - HR Committee
• Developing Culture Roundtable

2018-2019 Goals

Roll-Out PESA Gender Diversity Study

• Create C-Level toolkit to cascade in organization
• Market Survey Findings
• Develop Messaging to Key Groups

PARTICIPATING COMPANIES:

Human Resources Committee

Committee Chair: Dave Warnick, Division Vice President, Human Resources, Weir Oil & Gas

2017-2018 Accomplishments

Best Practice Sharing Through Bimonthly Roundtables

• Talent management
• Benefits
• Shared services
• Global mobility
• Broadened participation of HR Committee

Cross-Committee Collaboration Events

• Speed Mentoring – Emerging Executives
• Managing Through Natural Disasters – Health & Safety
• Diversity and Inclusion Roundtable – Engagement
• Recovery Planning Seminar – Supply Chain
• Developing Culture Roundtable – Engagement & Emerging

Executives

PARTICIPATING COMPANIES:

2018-2019 Goals

Increase Partnership with Other PESA Committees

• Host a Roundtable in the Permian: Collaboration with West

Texas Steering Committee & Local Government

• Address needed industry topics and share best practices
• Replicate the 2017 Speed Mentoring event

Promote the Gender Diversity Study Roll-out

Credit Interchange Division

Chair: Randy Friedsam, Director - Credit & Collections, Select Energy Services Advisory Board Liaison: Carrie Mendiola, North American Credit Manager, Schlumberger

2017-2018 Accomplishments

New Billing System Introduced

• Increase transparency and predictability in billing

CID Benefits

• Reduce financial risk
• Minimize DSO through credit and payment data exclusive to

the oil and gas industry

PARTICIPATING COMPANIES:

2018-2019 Projects

Cross-Committee Collaboration to Share Best Practices

• Joint CID/Supply Chain e-Commerce Seminar: July 23
• Seminar-October
• Explore International Survey

Grow Membership by 20% Contributing to Data Quality

• Executive Testimonials