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How Cohesive is Your Company?
- A Leadership Parable



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We have had the pleasure of hosting discussions with the who's who of Houston's executives and also executives from outside of the Houston region.

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Strategic Oil & Gas Conference

Theme: "Market & Business Transformation"

Thursday, March 29, 2018 • 9:00 AM to 5:00 PM • Petroleum Club

Our speakers will discuss how oil and gas markets are reshaping themselves, and which geopolitical undercurrents are the most potent? How are companies fundamentally transforming their business, leveraging efficiency and innovation to respond to the mega currents? 

Since this event follows CERA Week, we may pick up the themes that come up during CERA week, dissect them, challenge them if need be, and localize the discussion.

We are inviting top Oil & Gas CEOs and executives to participate in this discussion. We will announce the speakers in January, 2018.


Customer Conference

Theme: "Customer-Driven DNA"

Thursday, May 31, 2018 • 9:30 AM to 4:00 PM • Petroleum Club

Many companies claim to be customer-focused, but simply limit it to customer interface and service. A systemic focus on customers must permeate all aspects of a company starting with the alignment of the mission and vision with customer imperatives.

What are your customer imperatives, and how do your offerings address them? Has your company’s mission and vision incorporated customer needs clearly and thoroughly? How well does your company deliver on your brand promise? What are the right metrics to track your customer focus? And last, but not the least, how can you measure if a customer-focused strategy is increasing customer loyalty, pricing power, sales, margins, and EBITDA?

The Houston Strategy Forum is inviting top business leaders to discuss and share ideas on how their customers drive their strategic focus and corporate DNA. Since we are a discussion forum, we facilitate an energetic, meaningful and respectful discourse between our speakers and attendees. We follow Chatham House rules. Come join us with your management team to discuss and learn from each other.

Leadership and Management Conference

Theme: "Building a Long-Term Business"

Friday, February 16, 2018 • 11:30 AM to 5:00 PM • Petroleum Club

Our speakers will discuss which factors help build a long-term, sustainable business. How do companies rise above quarterly obsession, and market volatility to focus on building long-term core strengths that create strategic differentiation and superior value? How do companies ensure a progressive corporate culture and an innovative mind-set to solve the trickiest of challenges? How does a company become the “best” in its sector?


Panel Discussion

Ms. Barbara Burger
Chevron Technology Ventures

Chevron Technology Ventures pursues innovative business solutions and externally developed technologies that have the potential to improve Chevron’s base business operations, and champions their deployment and adoption into Chevron.

Mr. John W. Chisholm
Chief Executive Officer, President & Chairman
Flotek Industries

Flotek develops and delivers prescriptive chemistry-based technology, including specialty chemicals, to clients in the energy, consumer industrials, and food & beverage industries. With a global customer base, Flotek owns more than 100 intellectual patents.

Ms. Leslie Duke 
Group President
Burns & McDonnell

Burns & McDonnell is a 100%-employee-owned, full-service engineering, architecture, construction, environmental and consulting solutions firm. With over 5700 employees, it is ranked on the 2017 Fortune "Top 100 Companies To Work For" list.

Mr. Rick Graves
Chief Executive Officer
Saulsbury Industries

Saulsbury is a national leader in providing engineering, construction, fabrication and services to heavy industrial clients across a wide range of industries: Gas Processing & Treatment, Refining, Petroleum/Petrochemicals, Power (Fossil & Nuclear), Manufacturing, and Terminals/Logistics.

Dr. Latha Ramchand
Bauer College of Business

University of Houston

Named after Ted Bauer, who endowed a $40 million gift, the Bauer College is ranked among the top 60 business schools worldwide. It has been ranked the best entrepreneurship program in the US for many years. The college enjoys a global reputation and attracts students worldwide. 

Mr. Andy Sallis
Global Oil & Gas


AECOM is an American multinational engineering firm that provides design, consulting, construction, and management services to a wide range of clients. AECOM has approximately 87,500 employees, and with revenues exceeding $17 Billion, it is number 156 on the 2016 Fortune 500 list.


Fifth Annual 
Supply Chain
Strategic Symposium

Theme: "Progressing in Your Supply Chain Career"

Friday, November 10, 2017 • 11:30 AM to 4:00 PM • Petroleum Club

Panel Speakers

Ms. Cindy Bishop
General Manager Procurement
Supply Chain Excellence - Transformation and Development

Mr. David Hammerle

Principal Vice President, Corporate Managerof
Procurement and Contracts


Mr. Stephen Hester

Chief Procurement Officer

Mr. Tim McCarthy

General Manager,Supply Chain Management
Project Resources Company


Panel & Case Study Moderators

Ms.Tracie Slone
Director, Global Supply Chain
Marathon Oil

Dr. Victor Wayhan
Clinical Assistant Professor, Supply Chain Management
Bauer College of Business, University Houston


Strategic Symposium:  

Strategy 2.0

Tuesday, September 26, 2017 • 11:30 AM to 2:30 PM • Petroleum Club

Panel Speakers

Mr. Scott Prochazka
President and Chief Executive Officer
CenterPoint Energy

Mr. Duncan N. Wigney
Executive Vice President,
Engineering & Construction Operating Group



With revenues of $7.5 billion and a market cap of $13 billion, CenterPoint Energy is a Fortune 500 electric and natural gas utility serving over 5 million customers across multiple states. The 7700 people strong CenterPoint Energy also owns a majority stake in Enable Midstream Partners. 

With a 2016 backlog of $18.5 billion, and revenues of $10.7 billion, CB&I is a global provider of technology and infrastructure for the upstream oil & gas, downstream oil & gas, liquefied natural gas and power end markets. With its worldwide administrative offices in Woodlands, Texas, the CB&I team includes 32,000 employees.

How do these giant companies and enormous organizations develop and execute strategy? What is their strategy development process, is it formal or informal? How much time and effort do they spend on developing strategy? Given the volatile market conditions, is strategy development worthwhile? 

2017 Strategic-Planning



Tuesday, January 24, 2017
11:30 AM - 2:00 PM
PETROLEUM CLUB - 1201 Louisiana Street

Third Annual
Oil & Gas Symposium

Theme: "Preparing for the Future: Is the industry at an Inflection Point?"

Friday, December 16, 2016 • 11:30 AM to 2:30 PM • Petroleum Club



Panel Discussion

  • Ms. Susan Cunningham, EVP EHSR and New Frontiers, Noble Energy
  • Mr. Robert P. Daniels, Executive Vice President, Anadarko
  • Mr. James W. Farnsworth, President, Exploration, Cobalt International Energy
  • Mr. Robert Peebler, President & CEO, The Peebler Group
  • Mr. Nathaniel Teti, Vice President, Communications, Statoil
Third Annual 

Strategic CIO Symposium

Theme: "Cyber-Security"

Friday, October 21, 2016 • 11:30 AM to 5:00 PM • Petroleum Club

Keynote Discussions

Mr. Dan Morales
Chief Information Officer
Mr. Clif Triplett
Senior Cyber Security Advisor

U.S. Office of Personnel Management



Panel Discussion

  • Mr. Marc Crudgington, Chief Information Security Officer, SVP Information Security, Woodforest National Bank
  • Mr. Mike Perroni, Vice President, IT, Weatherford
  • Mr. Anup Sharma, General Manager of Digital Productivity, GE Digital
  • Ms. Debbi Stone-Wulf, Vice President, Sales Distribution and Customer Service, Amtrak 
  • Mr. John Varkey, Chief Information Officer, Direct Energy 
2016 Theme: "Cyber-Security"

Should and can cyber security be a strategic advantage?  What are the underappreciated financial and operational risks of mismanaged cyber security? How do you mitigate business and social risk by deploying a cyber security strategy? How do you manage tradeoffs to minimize customer impact? What are the organizational challenges of implementing a cyber security strategy, what are the internal risks? Is cyber security an afterthought in corporate strategy discussions or at the forefront?

Fourth Annual
Supply Chain Strategic Symposium
Theme: "The Next Level for Supply Chain?" 
Wednesday, September 21, 2016 • 11:30 AM to 3:30 PM • Petroleum Club

Panel Speakers 

  • Mr. James Ferrell CPSM, CPIM, Vice President, Supply Chain Management, Plains All American Pipeline 
  • Ms. Lisa Haley, Vice President, Supply Chain, CB&I 
  • Mr. Todd Hoefler, Vice President Supply Chain Management, Oceaneering 
  • Ms. Tracy Robinson, Vice President Supply Chain, TransCanada 
  • Mr. Ronald Woll, Senior Vice President and Chief Commercial Officer, Diamond Offshore 
2016 Theme: "The Next Level for Supply Chain?"
We are evaluating the discussion topics for this year’s symposium. We will add/change the topics based on the feedback of our panel speakers and registrants.
• Commerciality: Do supply chain teams pay enough attention to commerciality, do they understand and appreciate it? What can supply chain do to enhance commerciality?
• Simplification: Has supply chain become complicated and bureaucratic, or is it as nimble as we would expect in a complex environment with huge risks? What are the opportunities for simplification and the ramifications? What do we need to do create leaner supply chains across the board?
• Relationship Side of Supply Chain: Supply chain emphasis is typically on numbers and contractual compliance. However, relationships, the softer side of the business, can be an important factor in supply chain performance. How should supply chain cultivate its internal and external relationships? How should supply chain enhance relationships with its own team members and potential recruits?
• Supply Chain Engine: How is the engine of supply chain changing in the trenches? What grass-root level initiatives are taking hold?
• Cross Functionality: How should supply chain professionals market themselves to land other functional roles in the corporation and succeed in those roles? How do they then make the transition back to supply chain if they so desire? What are the processes and organizational structures that will allow supply chain to create maximum value?
Strategic Summit -"Strategy for Life"
       Thursday, June 23, 2016 • 11:30 AM to 2:00 PM
Petroleum Club, 1201 Louisiana, Downtown Houston
Strategic Symposium
"Capitalizing on Industry Mega-Trends" 
Thursday, May 26, 2016 • 11:30 AM to 3:30 PM • Petroleum Club

Panel Speakers 

  • Ms. Natalya Brooks, VP, Head of Strategy & Portfolio, Statoil
  • Mr. Thorleif Egeli, VP Sales & Commercial - North America, Schlumberger 
  • Mr. Trey Mebane, VP of Innovation, National Oilwell Varco 
  • Ms. Shauna Noonan, Chief Production Engineering and Operations, Occidental Petroleum 
  • Mr. Trey Shaffer, Senior Partner, Global Upstream Oil & Gas Leader, ERM 

Sales Summit

"Selling in a Downturn"
       Thursday, April 21, 2016 • 11:30 AM to 1:30 PM
Petroleum Club, 1201 Louisiana, Downtown Houston



Mr. Vikas Moharir 

Senior Vice President Global Business Development  
Process Plants & Industrial Business Unit   
Wood Group Mustang


Selling in a favorable environment is a challenge. The challenge is exponentially greater in a downturn. What are the ideas and approaches to not just survive, but thrive in a downturn? Is that even possible? How should companies modify their sales strategies, sales processes, and sales training to drive sales in a downturn? Come join us to participate in this critical discussion, and share your specific challenges, solutions, and viewpoints. 

Strategic Summit

"Oil Shocks from the Past & Lessons for the Future"
       Tuesday, March 22, 2016 • 11:30 AM to 1:30 PM
Petroleum Club, 1201 Louisiana, Downtown Houston



Mr. William Maloney

Former Executive Vice President 
Development and Production North America 


"Reinventing Efficiency"
Strategic Symposium
Tuesday, February 23, 2016 • 11:30 AM to 3:30 PM • Petroleum Club 

Panel Speakers 

  • Mr. Tim Harrington, Former President, BP America Production Company
  • Mr. Mark Hay, Vice President Subsea Control Systems, Aker Solutions
  • Mr. Paul Krueger, Chief Information Officer, Stewart & Stevenson
  • Ms. Nathalie Mangeot-Gehin, Chief Operating Officer, Oil & Gas Services, Air Liquide

The Houston Strategy Forum is bringing together a diverse group of thinkers in the Oil and Gas industry to generate a substantive discussion and brainstorming around the theme of reinventing efficiency.


Oil price volatility is back with a vengeance, and the future portends faster and higher amplitude cycles. Does the Oil and Gas industry need a fundamental efficiency reinvention? How must companies reinvent their technology, processes, systems, organizational design, culture, and collaborative models to optimize present conditions and position themselves for the future? What are the breakthrough ideas?

Strategic Breakfast
How Oil and Gas Can Restore
Profitable Equilibrium
in the North American Market?  
       Tuesday, January 26, 2016 • 7:30 AM to 9:00 AM
Petroleum Club, 1201 Louisiana, Downtown Houston



Mr. John Hofmeister 

Former President, Shell Oil Company

Founder and CEO, Citizens for Affordable Energy

CFO-CIO Symposium
Theme: “Strategic versus Operational IT”
Tuesday, September 29, 2015 • 11:30 AM to 3:30 PM • Petroleum Club


Panel Speakers 

  • Mr. Greg G. Maxwell, Executive Vice President & Chief Financial Officer, Phillips 66
  • Ms. Kay M. Sallee, Chief Information Officer, Phillips 66
Prioritizing and balancing between the strategic and operational perspectives about IT is an intriguing endeavor that requires careful consideration and the right vision for IT's role in the corporation's strategic and competitive advantage.
Last year the Houston Strategy Forum invited five top CIOs in Houston to discuss strategic IT. This year we are inviting the CFO and CIO from Phillips 66 to hear both sides of the discussion.
We are excited about this rare opportunity to have both the CFO and CIO in the same room discussing IT. Please encourage your management team to come participate in this important discussion.  
Third Annual Supply Chain Strategic Symposium
"Strategies for the Downturn and the Future Upturn" 
Thursday, September 3, 2015, Petroleum Club


Panel Speakers 

  • Mr. Phil Teijeira, Vice-President Production Technologies (former Chief Procurement Officer), Schlumberger
  • Ms. Evelyn MacLean-Quick, Vice President Strategic Sourcing Global Supply Chain, Hess Corporation
  • Ms. Tracie Slone, Director Global Supply Chain, Marathon Oil
  • Mr. Rick Monical, Vice President Supply Chain, BP
Strategies for the current downturn and future upturn
• How have supply chain organizations rewired themselves for the downturn –what are the long-term fundamental shifts? What are they learning to prepare for the future? How efficiently will they scale when the upturn materializes? What are the processes and organizational structures that will allow supply chain to create maximum value?

Strengthening alignment between Operations and Supply Chain
Deep alignment and coordination between supply chain and operations is a continual challenge. What fissures has the downturn created between operations and supply chain? Is the downturn providing an opportunity and greater bandwidth to focus on strengthening the alignment? What do future alignment models look like? 
We build on the discussion from our 2014 Supply Chain Symposium, where we invited operational and supply chain leaders to discuss alignment.

  Strategic-Members Round table


Friday, July 17, 2015; 11:30 AM - 1:00 PM Petroleum Club


               This event is exclusively for Strategic Members.      
Operational Excellence

At our last summit held in May, we discussed the topic of operational excellence. This round table discussion for Strategic Members will continue the discussion deeper. Is operational excellence a strategy or a core philosophy? What are the various dimensions of operational excellence? How does a company execute operational excellence and make it part of the culture? How do you measure operational excellence?

This private discussion between Strategic Members is to compare notes, share stories and lessons learned, plus ask for ideas and advice from peer members.


Theme: Downstream Operational Excellence
Thursday, May 28, 2015, Petroleum Club (Total Plaza)



Mr. Greg C. Garland

Chairman of the Board and Chief Executive Officer

 Phillips 66

What are the major imperatives for operational excellence in the Oil and Gas industry's downstream business. What are the key areas of focus and how are companies driving improvements in operational excellence? How will those efforts produce results and in what time frame?

Theme: The Future of the Shale Revolution
Thursday, April 23, 2015, Petroleum Club

Mr. Steven L. Mueller, Chairman, CEO, Southwestern Energy 
Shale resources have led the US oil and gas production revolution in the last five to seven years. What is the future for shale resources? How has that future changed given the recent decline in commodity prices. What are the ideas that will further increase efficiency and production from unconventional resources?

Tuesday, March 31, 2015, 11:30 AM to 5:00 PM, Petroleum Club

Panel Speakers

  • Mr. John Slater, Vice President of Sales The Americas, United Airlines
  • Mr. Shawn Doherty, Global Commercial Director, ERM 
  • Mr. Ian Harrison, Senior VP Business Development and Marketing, Fugro
  • Mr. Paul Helmore, Director of Human Capital (Sales), Schlumberger
Complex sales typically involve a large number of people, long-term contracts and implications, and high-dollar deals. The rules and methodologies for complex sales are very different than simple sales.

The Houston Strategy Forum is bringing together leaders of sales, marketing and business development from major corporations across industry sectors to discuss strategic issues regarding complex sales. What are the main drivers in a complex sales deal? What are the techniques and methodologies for developing a robust sales strategy? How do you align the sales process with the sales strategy? How do you measure progress in complex deals?
Mid-Market Growth - Strategic Symposium
Tuesday, February 24, 2015, Petroleum Club

Panel Speakers


Mr. Brian Groody, President & CEO, Spitzer Industries

Mr. Dilip Choudhuri, President & CEO, Walter P Moore

Mr. Chris Johnson, VP, CFO, Athlon Solutions LLC

How should a mid-market company grow consistently and predictably? What are the challenges that are unique to a mid-market company? Which strategies are the most potent and applicable to produce mid-market growth?
Houston Strategy Forum is inviting leaders of mid-market companies to discuss the challenges and strategies for growth. Come participate with your management team to learn, and to share your ideas.                     
Thursday, October 30, 2014, Petroleum Club
Second Annual
Oil and Gas Strategic Symposium
Theme: Future of Exploration and Production 

Panel Speakers 

  • Mr. Mark Shuster, EVP, Exploration, Shell Americas
  • Mr. Gary Boubel, SVP, Global Developments, Hess Corporation
  • Mr. Jez Averty, SVP, Exploration, North America, Statoil
  • Mr. Charles A. Meloy, EVP, U.S. Onshore Exploration and Production, Anadarko
  • Mr. Robert N. Ryan, Jr., Vice President – Global Exploration, Chevron Upstream


The Houston Strategy Forum is bringing together Oil and Gas executives to discuss the strategic aspects of the industry, including how is the market place evolving and shifting, what are the challenges the industry is facing, and how is the industry repositioning itself for future changes. For this symposium our focus is exploration and production.

Our symposiums are unique. They do not involve speeches or PowerPoint presentations. They are open and down-to-earth discussions between the panel speakers, with heavy participation from the audience. Our format is relaxed, akin to a coffee-table style chat. We receive rave reviews about our format both from speakers and attendees. In addition, we remind our attendees to focus more on learning and less on business development. It creates a better environment for the exchange of ideas.

Second Annual
Supply Chain Strategic Symposium
Theme: Supply Chain and Operational Alignment 
Wednesday, September 17, 2014 -- 11:30 AM to 5:00 PM, Petroleum Club

Supply Chain Panel Speakers
  • Mr. Kenneth Riley, General Manager, SCM Upstream, Chevron
  • Mr. Mark Hood, Manager, Corporate Supply Chain, Apache
  • Ms. Lisa Haley, Vice President, Supply Chain, CB&I
  • Mr. Damien Lhors, Global Category Mgr., Surface Equipment & Services, Schlumberger


The "Internal Customer" Operations Panel Speakers

  • Mr. Curtis Jones, VP, Global Account Director (Chevron), Schlumberger
  • Mr. Tom McCormick, President, Oil and Gas Americas, CB&I
  • Mr. Mark Miller, General Manager - Global Upstream Capability Drilling and Completions, Chevron
This year, the Houston Strategy Forum has invited not just the supply chain leaders but the internal customers of supply chain as well. We are hoping it leads to an incredibly insightful discussion about how supply chain is viewed internally, and how well is supply chain aligned with operations.
Our symposiums are unique. They do not involve speeches or PowerPoint presentations. They are open and down-to-earth discussions between the panel speakers, with heavy participation from the audience. Our format is relaxed, akin to a coffee-table style chat. We receive rave reviews about our format both from speakers and attendees. In addition, we request our attendees to focus more on learning and less on business development. It creates a better environment for the exchange of ideas.  

  Strategic-Members Round table


Friday, August 29, 2014, 11:30 to 1:30 PM, Petroleum Club


               This event was exclusively for Strategic Members.      
Handling External Stress and Internal Anxiety

Business profesionals face an extraordinary amount of stress due to the nature of their work. As the years go by, the persistent stress results in underlying anxiety. Executives with significant responsibities, who have had to deal with constant pressure for many years, often find themselves more susceptible to stress and anxiety.

This private discussion between Strategic Members is to compare notes on mechanisms to deal with stress and anxiety. How do you manage stress and anxiety, and ensure it does not affect your productivity and decision making capability? 

Theme: Strategic IT 

Thursday, May 29, 2014 • 11:30 AM to 5:00 PM • The Petroleum Club
  • Mr. Kenneth Braud, SVP and Chief Information Officer, Halliburton
  • Mr. Gary Hayes, Chief Information Officer & Division VP, CenterPoint Energy
  • Mr. Thomas Cahill, Director of Global Information Technology, FMC Technologies
  • Mr. Eric Silva, Vice President and Chief Information Officer, Oceaneering
  • Mr. Paul Krueger, Chief Information Officer, Stewart & Stevenson
Discussion Topic:
Strategic and Competitive Advantage 
How are companies leveraging information technology to drive their business capabilities to the next level? What IT strategies are companies employing to outcompete in the marketplace?
Strategic Role
How big a role is the CIO and the IT team playing in corporate strategy formulation and strategy execution? How is the CIO working with the CEO, CFO, and other CXOs to create greater value? How is the partnership model between IT and other departments evolving?
Thursday, April 24, 2014 - 11:30 AM to 1:30 PM, Petroleum Club

Mr. Roderick A. Larson

Senior Vice President and Chief Operating Officer
Oceaneering International 


Oceaneering is a global oilfield provider of engineered services and products primarily to the offshore oil and gas industry, with a focus on deepwater applications. Through the use of its applied technology expertise, Oceaneering also serves the defense, entertainment, and aerospace industries. Oceaneering's 2012 revenues exceeded $2.7 Billion and represented a 27% increase over 2011. 
 Discussion Topic:
"Building a Strategy-Focused Organization"
In many companies, strategy is often the best kept secret in the organization. No one knows what it is. All the teams work hard, however there is a lack of a clear and cohesive strategy to guide and tie all the activities together. Producing repeatable, consistent growth is an unduly huge challenge without a detailed strategic roadmap. Among other things, what is core and what is tactical must be clearly delineated in the roadmap.
 Theme: "Strategic Finance and Accounting"
Tuesday, April 01, 2014 • 11:30 AM to 5:00 PM • The Petroleum Club
Panel Speakers
  • Mr. Scott Schwinger, Chief Financial Officer, Houston Texans
  • Mr. Kevin Burns, Executive Vice President, Chief Financial Officer and Chief Business Officer, The Methodist Hospital System
  • Mr. Mark McCollum, Executive Vice President and Chief Financial Officer, Halliburton
  • Ms. Karen Todd, Chief Financial Officer, MEI Technologies
  • Ms. Kimberly Sheehy, Chief Financial Officer and Treasurer, CyrusOne
  • Mr. Chris Weber, Senior Vice President and Chief Financial Officer, Parker Drilling
Discussion Thrust
Advance the thinking about the strategic aspects of the finance and accounting functions in corporations:
  • Is the strategic influence of CFOs increasing?
  • Are CFO's playing a leading role in strategy formulation and strategy execution?
  • How should the finance organization become an agent of change?
  • Which skills are the most necessary to advance in a finance/accounting career?
Friday, March 7, 2014 - 11:30 AM to 1:30 PM, Petroleum Club

Mr. Badar Khan 

President and CEO
Direct Energy 


Direct Energy is the North American subsidiary of United Kingdom-based Centrica Energy, which reported earnings of $2.1 billion in 2012. Direct Energy has 3.5 million residential customers in North America, including about 740,000 in Texas. Direct Energy has 6,000 employees, including 900 at its headquarters at Greenway Plaza, Houston.
 Discussion Topic:
"Strategizing for Rapid, Profitable Growth"
How do you set the goal, and develop a strategy for delivering rapid, profitable growth? How do you analyze the market potential and distinguish between core and non-core business aspects? How do you position the company and drive synergy among its product/business lines? Do you back multiple horses? Do you choose organic or inorganic growth? How do you cohesively align the organization, build the leadership team, cultivate the right culture, and manage internal expectations? How do you evaluate the organization's bandwidth and its change capacity? How do you judge if the path is right, or is it time to change?  
Thursday, January 23, 2014 - 11:30 AM to 1:30 PM, Petroleum Club

Mr. Gary G. Rich

President and CEO
Parker Drilling 


Parker Drilling (NYSE:PKD) provides advanced drilling solutions to the energy industry. Parker's international fleet includes 25 land rigs and two barge rigs in strategic markets, and its U.S. fleet includes 13 barge rigs in the U.S. Gulf of Mexico. 2012 revenues exceeded $677 Million.
 Discussion Topic:
"Executing in a Dynamic Environment"
Superior execution of an average strategy is far better than a poor execution of a brilliant strategy. Strategy is only an idea, just wishful thinking until it is executed. Execution is performance delivered.

What is the art and science of execution? How does a company ensure superior execution in a dynamic environment? What is the right pace for internal change, execution and performance? How do you determine how fast to push?

  Strategic Members Round table


Wednesday, December 11, 2013, Petroleum Club

Topic: "2014 Business Direction"

This event was exclusively for Strategic Members.      

  Members Round table


 Tuesday, November 19, 2013, Petroleum Club

Topic: "Sales Strategies"

This event was exclusively for Strategic and General Members.    
Theme: "Energy Future"
Thursday, October, 24, 2013 -- 11:30 AM to 6 PM, Petroleum Club
  • Dr. Ram Shenoy, Chief Technology Officer (R&D), ConocoPhillips
  • Dr. Ben van den Brule, VP of Unconventional Technology, Shell
  • Mr. Helge Haldorsen, VP Strategy & Portfolio, Statoil
  • Mr. Michael Bahorich, EVP and CTO (R&D), Apache Corporation
  • Ms. Hege Kverneland, SVP and CTO (R&D), National Oilwell Varco
  • Mr. Jean-François Poupeau, EVP Corp. Development, Schlumberger
  • Ms. Kathye Segala, Sr. Vice President, Oil, Gas & Chemicals, URS Corporation
  • Mr. Erik Wiik, President, Aker Solutions North America
  • Mr. Baljit Dhami, VP Exploration, Total E & P USA
  • Dr. Mario Ruscev, Chief Technology Officer (R&D), Baker Hughes
Which are the ideas that will transform the Oil and Gas industry in the next decade? What are the major steps needed that will allow the United States to become energy self-sufficient? How will developments in the Oil and Gas industry affect Houston's growth and fortunes?

The Houston Strategy Forum is bringing together some of the top executives in the Oil and Gas industry to discuss our energy future as part of a half-day symposium. The executives cut across the breadth of the industry from oil companies to product and service providers. Come with your management team to participate in this discussion.
Thursday, September 26, 2013, Petroleum Club

Mr. Peter Shaper

Chairman and CEO, Greenwell Energy Solutions

Theme: "Corporate Culture - The Secret Sauce"
Prior to Greenwell, Mr. Shaper served as the CEO of CapRock Communications where he led its acquisition from McLeod in 2002 through to its sale to Harris Corporation in 2011. During his tenure CapRock grew from a primarily domestic player with $30 million in revenue to the leading global player in its market with over $600 million in revenue.
Theme: "Supply Chain -- A Strategic Advantage"
Thursday, August 22, 2013 -- 12:00 Noon to 6:00 PM, Petroleum Club
  • Mr. Phil Teijeira, Global Head of Procurement, Schlumberger
  • Ms. Tracie Slone, Global Supply Chain Manager, Marathon Oil
  • Ms. Maria Lindenberg, Chief Procurement Officer, Chevron
  • Mr. Keith Clay, Director Supply Chain, Southwestern Energy
  • Mr. Mark McDaniel, President, McDaniel Cullen Supply Chain Mgmt.
  • Mr. Eric Beylier, Head of Global Supply Chain, TETRA Technologies
  • Mr. Mark Hood, Corporate Supply Chain, Apache Corp.
  • Mr. James Ferrell, VP, Supply Chain, Plains All American Pipeline
  • Mr. Alastair Donald, GM, Global Supply Chain, ConocoPhillips
What are the leading practices global supply chains are implementing in the areas of process, organizational design, tools, training, and hiring? How must CPOs position the supply chain to influence the organization and affect change? 

  Strategic Members Round table


 Tuesday, July 16, 2012, Petroleum Club

Topic: "Business Models and Core Management Philosophies"

This event was exclusively for Strategic Members.       
Thursday, May 30, 2013
"Shifting Gears"
Mr. Roger Plank
President and Chief Corporate Officer, Apache Corporation

Apache Corporation is an oil and gas exploration and production company with operations in the United States, Canada, Egypt, the United Kingdom North Sea, Australia and Argentina. With revenues exceeding $16 billion, Apache's market cap is greater than $30 billion.
Members Social
Thursday, May 2, 2013
5:00 to 7:00 PM
The Marque, City Center
Come build long-term, strategic relationships with fellow members
Tuesday, April 23, 2013
Theme: "Building a Large, Successful Business"
 The Challenging Journey from $30 million to $30 billion

Mr. Greg Armstrong                        

Chairman and CEO, Plains All American Pipeline

Success requires analysis, planning, execution, timing, and some luck but is not an accident, and rarely does it come in a linear progression. Growing a company over a 1,000 fold is a difficult journey with unexpected twists and turns. Consistent and rapid growth requires extreme levels of clarity, determination and dogged execution.

Come gains insights from Mr. Greg Armstrong and his experiences as he and his team developed the core fabric of Plains All American Pipeline. With a total enterprise value exceeding $30 Billion, Plains All America Pipeline is a Fortune 100 company and one of Houston's top five public companies. Come with your management team and gain insights to help accelerate your growth – perhaps over 1,000 fold.




Thursday, March 21, 2013
"Portfolio Strategies - A Tool for Growth"

Mr. Timothy J. Probert                        

President, Strategy and Corporate Development, Halliburton

Halliburton serves the upstream oil and gas industry throughout the lifecycle of the reservoir – from locating hydrocarbons and managing geological data, to drilling and formation evaluation, well construction and completion, and optimizing production through the life of the field. Halliburton consists of two divisions: Drilling and Evaluation and Completion and Production. As of December 31, 2011, these two divisions accounted for approximately 25.0 billion dollars in Revenue.


Thursday, February 28, 2013
"Business Model Discipline"

Mr. Michael C. Linn 

Founder and Director, LINN Energy

Mr. Linn founded Linn Energy LLC in 2003 in Pittsburgh. Under his watch, Linn Energy became the first publicly traded E&P limited liability company in 2006. Today it has an enterprise value of approximately $14 billion.


Thursday, January 31, 2013
"Reinventing Customer Engagement"

Mr. Erik Wiik

President, North America, Aker Solutions

Aker Solutions is one of the world’s leading providers of oilfield products, systems and services. The company's knowledge and technologies span from reservoir to production and through the life of a field. With over 25,000 people in more than 30 countries, Aker Solutions had aggregated annual revenues of approximately NOK 36.5 billion in 2011.


 Thursday, December 6, 2012
Topic: "Strategic and Organizational Alignment"

Dr. Marc Boom

President and CEO, Methodist Hospital System

The Methodist Hospital System is a nonprofit health care organization dedicated to excellence in research, education and patient care. U.S. News & World Report’s 2008 “America’s Best Hospitals” named Methodist among the country’s top hospitals in 12 of 16 specialties. Fortune Magazine has named Methodist one of the nation’s best places to work for the past four years. In 2009, Methodist ranked No. 8 on the list, making it Fortune’s highest-ranked health care organization in the country for the second year.



  Thursday, November 15, 2012

Topic: "Innovation and Productivity"


Mr. Merrill A. "Pete" Miller, Jr.

Chairman, President and CEO, National Oilwell Varco 


Ranked among the top 200 companies on the Fortune 500 list, National Oilwell Varco posted revenues in excess of $12 Billion for 2010 and has a market capitalization of more than $32 Billion.

  Strategic Members Round table


 Thursday, November 1, 2012

Topic: "Strategic Planning for Next Year"


Strategic members will discuss lessons learned from 2012 and share how they plan to position themselves and their companies in 2013 to take advantage of new opportunities.                        


Thursday, September 27, 2012

Topic: "Balancing Strategy and Execution in an Accelerating Energy Market"


Mr. Derek Mathieson

President, Western Hemisphere, Baker Hughes


With 58,000-plus employees in more than 80 countries, Baker Hughes generated revenues exceeding $20 Billion in 2011. Baker Hughes supplies oilfield services, products, and technology services and systems to the oil and natural gas industry worldwide.



Thursday, August 30, 2012

Topic: "Effective Execution through Collaboration and Coordination"


Dr. Ronald A. DePinho

President, MD Anderson Cancer Center


For eight of the past 10 years, including 2011, MD Anderson has ranked No. 1 in cancer care in the “Best Hospitals” survey published by U.S. News & World Report.

MD Anderson employs more than 18,000 people, including more than 1,500 faculty. A volunteer work force of 1,100 contributes 200,000 hours of service annually. Together they work toward fulfilling MD Anderson’s mission of eliminating cancer as a major health threat.


Thursday, May 31, 2012

Topic: "Dealing with Catastrophic Market Events."


Mr. John Rynd

President and CEO, Hercules Offshore

Hercules Offshore is a leading global provider of offshore contract drilling, liftboat and inland barge services. Hercules’ fleet of jackup rigs is the fourth largest in the world and the largest in the U.S. Gulf of Mexico. 


Thursday, April 19, 2012

 Topic: "Innovation in the White Space"


How do companies like ION Geophysical, Object Reservoir and Transform Software drive innovation? What areas do they focus on that the competition and the industry itself is not addressing? How do they design their organization structure, compensation schemes and team accountabilities? How do they deal with failure and risk?

This month we discuss innovation in the "white space." The gaps that exist and develop between teams in a company because each team has their approach and perspective. White space also exists in industries between the offerings of different companies. What lessons can we learn from companies that have created breakthroughs by combining seemingly unconnected ideas in their industry?




Mr. Robert P. Peebler

Executive Chairman, ION Geophysical

Robert P. Peebler serves as ION’s Executive Chairman. From 2003 through 2011, Mr. Peebler served as ION’s President and Chief Executive Officer and has been a member of ION’s Board of Directors since 1999. Mr. Peebler was Vice President of e-Business Strategy and Ventures for the Halliburton Company and spent 17 years with Schlumberger in various positions including head of U.S. wireline operations and executive in charge of strategic marketing.


 Mr. Dan Piette

President and CEO, Object Reservoir

As a well respected and recognized business leader, Mr. Piette brings more than three decades of executive management experience from six start-up companies providing new technology to the Energy Industry. Over the last seven years he served as president and CEO of OpenSpirit Corporation, leading the company through 7 years of 20 percent annual growth and spearheading its acquisition by TIBCO Software Inc.


Mr. Murray Roth

President and Co-founder, Transform Software and Services

Murray Roth is President and co-founder of Transform Software and Services, Inc., the leading E&P technology company specializing in unconventional interpretation and reservoir analytics. Prior to launching Transform, Murray was Executive Vice President of both R&D and global marketing at Landmark Graphics.





Thursday, March 29, 2012
Topic: "Proven Strategies. Demonstrated Results."



Mr. Steve W. Herod
Co-founder and Investor, Halcon Resources
Co-founder and Former EVP - Corporate Development, Petrohawk Energy

Mr. Mark J. Mize
EVP, CFO and Treasurer, Halcon Resources
Former Chief Financial Officer, Petrohawk Energy

Petrohawk Energy, one of Houston's biggest success stories, sold to BHP Billiton in July 2011 for $15.1 Billion. Founded in 2003, it grew rapidly over the next eight years. Its assets covered approximately 1,000,000 net acres in Texas and Louisiana, with 2011 net production of approximately one billion cubic feet equivalent per day. At year-end 2010, Petrohawk reported proved reserves of 3.4 trillion cubic feet of natural gas equivalent. Petrohawk reported gross assets of US$8.2 billion as at 31 March 2011. 

Thursday, February 9, 2012

Topic: "Organizing for Execution Excellence"

Mr. Gary Luquette

President, Chevron North America Exploration and Production

Ranked #10 on the Global 500 list, Chevron reported 2010 revenues of just under $200 Billion. With over 60,000 employees, Chevron produces 2.763 million barrels of net oil-equivalent per day.



Thursday, January 12, 2012

Topic: "Reengineering a Corporation"


Mr. Doug Foshee
Chairman, President and CEO, El Paso, Corp.


In a mega deal for the Natural Gas Industry, On October 16, 2011, El Paso sold to Kinder Morgan for $20.7 Billion. Please be sure to mark your calendar for this luncheon.


2012 Jan Luncheon Report 

Thursday, December 15, 2011
Topic: "The Challenges of Managing a Company"





Mr. Ed Muniz
Founder and Chief Executive Officer, MEI Technologies


Named the Ernst & Young Entrepreneur Of The Year® for 2010, Mr. Muniz founded MEI Technologies in 1992 and has grown it into one of Houston's largest Space industry engineering and technology consulting companies.



Mr. John T. McNabb, II
Vice Chairman of Investment Banking, Duff & Phelps


Mr. McNabb was Founder and Chairman of the Board of Growth Capital Partners, L.P. He has served on the board of seven public companies listed on major exchanges.


2011 Dec Luncheon Report



Thursday, November 10, 2012
Topic: "Leadership 2.0"



Ms. Kim Denney

Partner, Newport Board Group and former Chief Administrative Officer and President, Air Liquide



Dr. Leanne Atwater

Chair of the Management Department, Bauer School of Business, University of Houston


Mr. Ron Farmer


As the world of business changes around us rapidly, business leaders have to evolve and lead in new ways. Our panel discussion will focus on leadership aspects such as servant leadership, leading the new generation of workers, connecting with the workers in personal ways, and leading in the Twitter/Facebook environment where rumors travel faster than news.

We have invited two leading women leaders, one a well known executive and another a widely respected academician.

Thursday, September 29, 2012
Topic: "Driving Revenues at the World's Largest Airlines"

Mr. Jim Compton
Executive Vice-President and Chief Revenue Officer
United Airlines

                        The merger of Continental Airlines and United has created the largest airline in the world. Mr. Compton is responsible for overseeing the company’s domestic and international sales, corporate development and alliances, marketing, reservations, network pricing and revenue management, scheduling and distribution.

Thursday, August 18, 2011
Topic: "Transforming Your Enterprise Culture"

Mr. John Sheptor
President and CEO, Imperial Sugar Company

John C. Sheptor, CEO, Imperial Sugar Company (a $1 Billion food industry company), our August guest speaker, is an accomplished expert in leading businesses through critical transformations. His achievements span eleven business sectors throughout the global arena. Mr. Sheptor will share his insights regarding his road map for creating positive "enterprise culture" change.
Luncheon Report
Thursday, July 28, 2011
Topic: "The Failure and Success of Strategy Execution"

Mr. Jim Dumler
Sr. VP Strategic Planning and Business Development, CenterPoint Energy

Mr. Dumler will share his insights on business methods and strategic frameworks from his executive experiences at Fortune 1000 companies like Koch Industries, Purina Mills, GE and CenterPoint.
Luncheon Report

Thursday, June 9, 2011
Topic: "Re-imagine, Re-invent, Transform"

Dr. Paul Klotman

President and CEO
Baylor College of Medicine

Dr. Klotman took over as CEO less than twelve months ago. He is leading an inspired charge to reinvent Baylor so it will thrive in the 21st century Healthcare model, and one which will transform Baylor into a global player.

Luncheon Report

Thursday, May 19, 2011
Topic: "Hyper-Growth: The Critical Ingredients"
Mr. Michael Holthouse, Super Entrepreneur
Founder and former President, Paranet
Chairman, Prepared 4 Life

Mr. Holthouse grew Paranet in six years to over $120 Million in revenues, 1400 employees, and sold it to Sprint. He now leads Prepared 4 Life, a non-profit. Its flagship program, LemonadeDay, has grown to 31 cities, serving over 300,000 youth per year, helping them learn business and entrepreneurial skills.



 Luncheon Report

Thursday, April 21, 2011
Topic: "Business Models"

Mr. Neil Holder
Vice President, Strategy and Technology, Aker Solutions Subsea NA 

Luncheon report and video clip

Thursday, March 31, 2011
Topic: "Executives Try On Unfamiliar Roles"

Mr. Mike Brady
President, TAS Energy

Luncheon report and video clip

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