2017 Education Day
8:00 AM08:00

2017 Education Day

COPAS of Dallas
Education Day
Thursday, January 12, 2017
Brookhaven College
BCGI Building (Bldg. H)

$90 Morning (Ethics) - 4 hours CPE
$80 Lunch and Afternoon - 4 hours CPE
$150 All Day - 8 hours CPE

8:00 AM - 12:00 PM
The ABC in Ethics
Matt Herring, CPA

12:00 PM - 1:00 PM
Post-Election Tax Update
Rob Myatt

1:15 PM - 2:15 PM
Impacts of the New Leasing Standard
Yeshi Negga
Hein and Associates, LLP

2:30 PM - 4:00 PM
O&G Reserves
Charles Boyette
DeGolyer and MacNaughton

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11:30 AM11:30

COPAS of Dallas Financial Reporting & Tax Committee Meeting

To: The COPAS Financial Reporting and Tax Committee Members

Please join us on February 25, 2016 at 11:30 am for a joint meeting of the Financial Reporting and Tax Committee:

Topic: FINANCIAL REPORTING TOPIC - An in-depth look at the impact of ASU 2015-02 which modifies the evaluation of whether limited partnerships are variable interest entities (VIEs) or voting interest entities, eliminates the presumption that a general partnership should consolidate a limited partnership, and affects the consolidation analysis of reporting entities that have fee arrangements and related party relationships.

When: MARCH 16, 2016: 11:30am -1pm

Location: Hein& Associates LLP 13727 Noel Road, Tower II, Dallas, TX 75240 (meeting space is on the first floor past the elevators to your left)

Parking: Parking in Garage – See attached map; Unofficially, you can also park next to the building in the Container Store lot. This is not building sanctioned however.

An invite will follow. Lunch and CPE is provided!

Tracy & Jordan

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12:00 PM12:00

COPAS of Dallas Luncheon

Topic - Oil and Gas Financial Reporting Update

Speaker - Matt Federle

Matt Federle has nearly a decade of experience in public accounting and consulting, concentrating on assurance, review and compilation services. His experience includes audit and consulting engagements for public, private and private equity-funded companies, including upstream and midstream oil and gas entities, oil field service companies, property and casualty insurance companies and employee benefit plans. He has detailed knowledge and experience with public accounting matters such as stock splits, preferred stock conversions, EPS calculation and disclosure, business combinations and valuation services, and equity method investment basis differential.

Matt, a certified public accountant, holds a master of science in accounting and information management from the University of Texas at Dallas, and holds a bachelor of science in accounting and finance from Trinity University.

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11:30 AM11:30

COPAS Finance & Tax Committee Meeting - Federal Excise Tax Issues and Opportunities In Oil & Gas Industry

  • 16400 Dallas Parkway, 5th Floor Dallas, TX, 75248 United States (map)
  • Google Calendar ICS

The next COPAS Finance and Tax Committee meeting will be held on Wednesday, October 28th at 11: 30 am. Lunch and CPE will be provided.

The presentation will be made by Eric Perez and David Fonda of McGladrey LLP. They specialize in Federal Excise Tax and will present compliance and planning opportunities to minimize the tax.

The Committee meeting will be held at the Knoll Trail Plaza Rooftop Patio, located at 16400 Dallas Parkway, Dallas, TX 75248, on the east side of the Dallas North Tollway, between Keller Springs Road and Westgrove Dr.  This is the building where Eland Energy is located.

The main entrance and parking are on the east side of the building, facing Knoll Trail Drive.  Use the main lobby elevator to 5th floor Rooftop Patio, since access is private there should be someone there to assist you to gain access.

Please RSVP to Tracy Burr if you are planning to attend.

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12:00 PM12:00

COPAS of Dallas Luncheon

Topic: MLPs and the Midstream Environment

Speaker: Eric Kalamaras

Bio: Eric Kalamaras serves as Chief Financial Officer of Azure Midstream Partners, LP and Azure Midstream Energy, LLC. He most recently held Senior Vice President and Chief Financial Officer positions for Valerus Energy Holdings, L.P., a multi-billion dollar field service company. Prior to Valerus Energy Holdings, L.P., he was Executive Vice President & Chief Financial Officer for Laser Northeast Gathering Company, the principle asset of Delphi Midstream Partners, LLC, until it sold to Williams Partners, L.P. for $750 MM. Additionally, he successfully led financial restructuring as an Executive Vice President & Chief Financial Officer of Atlas Pipeline Partners (NYSE: APL) from 2009-2011. As a previous investment banker with Wells Fargo and Bank of America, Mr. Kalamaras offers an extensive transactional and capital raising background with placement of over $30 billion of debt and equity, primarily focused on Master Limited Partnerships.


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