PASH September 2025 Newsletter

PASH Newsletter

February 19, 2026

FEBRUARY MEETING

2/19/2026

Hilton - Houston North

12400 Greenspoint Drive

Houston, TX 77060

Breakfast: 7:30 AM

First Speaker: 8:30 AM

Second Speaker: 9:30 AM

Please make sure to register if you plan to join us for the in-person breakfast and presentations this month.

First Speaker

Zack Warren

Title - O&G Data Analytics for Nerds like Engineers (and Accountants)

Abstract - O&G data analytics has a long history, but a highly mixed track record. This presentation will talk about areas of success (and failures) from the world of petroleum engineering, then dig into some trends that we see in the E&P accounting space. This presentation will include market share data on E&P ERP's, frameworks on how to think about using technology in compliance-oriented disciplines, and some ideas to take home for using data analytics to help your company operate better.

About the speaker - Zack Warren is a data analytics leader and reservoir engineer with over 20 years of experience. In 2021, he founded Velocity Insight to be a data management/analytics consulting firm focused on upstream oil and gas. Most of his career has been with E&P companies, including ExxonMobil, NSAI, Samson Resources, Resolute, and Great Western Petroleum. Zack is a professional engineer in Texas and Colorado, and long-time volunteer with the Society of Petroleum Evaluation Engineers. As the son of a CPA, he grew up swearing he wouldn't go into accounting. Now he spends much of his time wrestling with general ledgers, so how's that for irony?

CPE - 1 hour CPE credit

Second Speaker

Jerry Haney

Allocation Measurement 101: What Accountants Need for a Clean Month‑End Close

Abstract: Learn how production allocation directly impacts your month end close in this practical, accounting focused presentation. We’ll follow the flow of volumes from the wellhead through meters and tanks, into allocation calculations, and finally into the revenue, royalty, and JIB numbers on your books. Along the way, you’ll see how flow diagrams, pro‑rata allocations, and tank production tie to purchaser statements, data cut‑offs, variance analysis, and prior‑period adjustments, giving you a clearer audit trail and fewer surprises at close.

About the Speaker: Jerry Haney, M.B.A., is a Principal Consultant with Stonebridge Consulting. With over 20 years of industry experience, he is a seasoned expert in upstream oil and gas production accounting and measurement. He has led numerous projects focused on production allocation design, measurement validation, and process optimization across a wide range of shale and conventional assets. Jerry is a frequent instructor and conference presenter, known for translating complex technical and measurement concepts into clear, actionable insights for Accounting and Finance professionals. His work has helped operators strengthen their month‑end close, reduce prior‑period adjustments, and build more reliable, audit‑ready allocation processes.

CPE - 1 hour CPE credit

Small Companies Committee

Small company is actively seeking topic recommendations and committee participation. Reminder: the committee will be virtual only.

Anyone interested please reach out to Lisa Collins at lcollinscpa@comcast.net or 713-295-1934.

Joint Interest Committee

The Joint Interest Committee will not meet in February but encourages members to attend the breakfast CPE sessions. We are excited to share upcoming updates to the JI Committee Charter. We plan to have Deb Retzloff present the proposed changes at the March meeting, with a targeted vote for approval in April. Additionally, we anticipate a full agenda of voting items in April, so please stay tuned for further updates

Thanks and see you soon!

Co-Chairs Vanessa Perez and Amy Whitley

Audit Committee

Audit will be holding a special meeting today at 2pm, two weeks prior to our in person monthly meeting to gather comments on document AG-9 Vendor Audits. The document was issued for review on 1/26/2026.

If you did not receive the meeting invitation please contact Emily Boone eboone@pooleaudit.com.

Education Day Committee

Save the date for Education Day! Join us on April 21 at the Hilton Houston North. Watch for a registration email coming soon!

Virtual Meeting Tips & Tricks

Join early to check your connection and chat with other attendees
Mute your microphone in the lower left corner of the Zoom screen when not speaking
Raise your hand using the options under the "Participants" button to request the floor
Utilize the "Chat" button for quick thoughts or if you don't have microphone capabilities
Be kind to others, embrace the process and have fun collaborating
First time using Zoom or want to learn more? Check out some video tutorials here.

Member Benefits & Resources

Leadership Opportunities

Looking for a chance to be more involved and expand your leadership skills? Reach out to Jennifer at jdhmckellar@fortify.energy to learn more.

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PASH Website

Visit us at www.pashcopas.org today to learn more about the society.

View the latest job postings for oil and gas accounting opportunities
Access membership information and applications to share with colleagues

COPAS Membership Discounts

Did you know that as a COPAS member you are entitled to reduced rates from several rental car companies? Use the following IDs to get discounts with:

Avis: AWD - L039224

Hertz: CDP - 1970958

National: Contract ID - ESHB51C (includes Loss Damage Waiver)

Enterprise: Customer Number - SB00001, Pin - ENT

For more savings opportunities, log in to COPAS and visit http://www.copas.org/memberbenefi ts

COPAS Website

For COPAS information, you can visit the website at www.copas.org or call 877-992-6727.

Draft documents

COPAS meeting information

Educational opportunities

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Council of Petroleum Accountants Societies (COPAS), Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.