Energy Symposium 2023 webcast series

Power the present and chart the path forward: Insights from energy executives

Energy executives and board members will bring their perspectives and business insights to this lively moderated discussion on a variety of pressing topics in their day-to-day management and leadership of energy organizations. Topics will include industry challenges and changes, including access to capital, exports, M&A activity, the Inflation Reduction Act, energy transition and ESG and workforce. Panelists will provide a broad view representing various energy industry sectors. 

Date and time

Original broadcast Tuesday, September 26, 2023 1:00 PM ET - 2:00 PM ET

Recommended CPE credits

Please note: CPE credits are not awarded for webcast replay.

Learning objectives

• Describe current energy industry trends 
• Identify the concerns and conditions across industry sectors 
• Analyze the top demands energy executives are facing today

Recommended Field of Study

Business Management and Organization

Program Level

Overview

Prerequisite

None

Delivery method

Group - Internet

How renewable energy companies can succeed in 2024 and beyond 

With the transition to renewable energy accelerating, leaders in solar, wind, bioenergy, hydroelectric and storage need to stay ahead of industry trends. Join us for a discussion that explores how renewable energy companies are being affected by changes in the market. We will also share how our clients are navigating current trends in the renewables investment market, managing internal and external risks to business process and continuity, and using technology to transform and enhance business practices for agility and future growth. 

Date and time

Original broadcast Tuesday, September 26, 2023 2:15 PM ET - 3:15 PM ET

Recommended CPE credits

Please note: CPE credits are not awarded for webcast replay.

Learning objectives

• Identify the top trends and market forces influencing companies in the renewables space
• Explain the impact of the current ESG investment landscape on sustainability goals
• Summarize how renewable energy firms are addressing the evolving business risk landscape
• Describe current business technology initiatives in renewable energy organizations

Grant Thornton speakers:

Recommended Field of Study

Business Management and Organization

Program Level

Overview

Prerequisite

None

Delivery method

Group - Internet

Advancing climate resilience: Exploring TCFD, climate risk analysis, and transparent reporting 

In response to regulator and stakeholder requests for increased transparency, public and private energy companies are paying increased attention to the importance of climate-related disclosures and resilient business practices. Our practitioners and industry luminary will share valuable insights on the Task Force for Climate-related Disclosures (TCFD) framework, transparent reporting, and climate risk analysis, specifically tailored for energy companies. We will explore the synergies between climate risk and Enterprise Risk Management (ERM) while delving into the challenges and benefits of conducting comprehensive climate risk analysis, as shared by experienced professionals in the field. 

Date and time

Original broadcast Tuesday, September 26, 2023 3:30 PM ET - 4:30 PM ET

Recommended CPE credits

Please note: CPE credits are not awarded for webcast replay.

Learning objectives

• Define the Task Force for Climate-related Disclosures (TCFD) framework and its relevance to all entities
• Recognize the importance of transparent and objective reporting for climate-related disclosures
• Identify the overlaps between climate risk and Enterprise Risk Management (ERM)
• Summarize the challenges to and benefits of conducting climate risk analysis

Recommended Field of Study

Business Management and Organization

Program Level

Overview

Prerequisite

None

Delivery method

Group - Internet

What to know about preparing for an energy IPO

Even in an uncertain economy, leaders of energy companies may evaluate an initial public offering (IPO) as a strategic option to accelerate growth or to address challenges created by changes in the regulatory landscape. The roadmap to prepare for a future IPO requires proactive planning to position an organization for a total transformation. Join us for a discussion of current energy IPO trends, an overview of the key activities within an IPO readiness assessment, and a perspective on the most difficult aspects of the IPO process where energy companies often rely on outside consultation. 

Date and time

Original broadcast Tuesday, September 26, 2023 4:45 PM ET - 5:45 PM ET

Recommended CPE credits

Please note: CPE credits are not awarded for webcast replay.

Learning objectives

• Describe current energy industry IPO market trends and activities 
• Identify the components of an IPO readiness assessment
• Explain common technical accounting issues discovered during the IPO process

Grant Thornton speakers:

Recommended Field of Study

Accounting

Program Level

Overview

Prerequisite

None

Delivery method

Group - Internet

Emerging energy trends with Pavel Molchanov

Learn about the latest geopolitical and regulatory issues facing the energy sector, as well as the future of oil and gas, energy transition, climate change, ESG and more in this keynote session. Pavel Molchanov, Managing Director and research analyst at Raymond James, will address these topics across all dimensions of the energy sector, including his current specialty area, renewable energy and clean technology. The session will be practical and actionable, and energy leaders are invited to submit questions to Pavel throughout the presentation in an “Ask Me Anything” format.

Date and time

Original broadcast Wednesday, September 27, 2023 1:00 PM ET - 2:00 PM ET

Recommended CPE credits

Please note: CPE credits are not awarded for webcast replay.

Learning objectives

• Recognize recent geopolitical and regulatory issues affecting energy companies
• Identify climate change and ESG investing trends
• Describe practical steps to pursue growth in the energy industry

Recommended Field of Study

Business Management & Organization

Program Level

Overview

Prerequisite

None

Delivery method

Group - Internet

Energy tax update: Impact of Inflation Reduction Act, Section 174 planning, and M&A tax considerations

Energy companies can seize tax opportunities to enable the business if they are proactive in their planning. Properly analyzing these opportunities – including multiple energy tax credits, the new energy credit monetization guidelines, and other planning guidelines – given the possible repeal of Section 174 and debt restructuring transactions which have been common among energy companies – all have tax implications and could create an unforeseen cost or a strategic advantage. We will address important considerations for companies that are currently engaging in M&A or have future plans to engage in M&A.  Our team of energy-focused tax professionals will share real-world insights on how we are helping energy clients navigate these areas: 

• Energy credits: We will provide an overview and perspective on how companies are pursuing the monetization of existing and new energy tax credits available – Section 45, Section 48, Section 45Q and Section 48C. In addition, we will share details on complying with prevailing wage and apprenticeship rules to receive the full rate and documentation requirements and the transferability of these credits. 
• Section 174 research and experimentation (R&E) expenses: We will share tax planning best practices for taxpayers around the capitalization and amortization of these expenses, which affects financial statements and tax returns, and where things stand with respect to the legislation aiming to repeal Section 174. 
• M&A tax considerations: We will cover traps for the unwary around debt restructuring efforts done in connection with an M&A transaction or as part of the business lifecycle, which can create tax implications. We will address how all of the topics being covered on this webcast can impact companies engaging in an acquisition or a disposition process.

Date and time

Original broadcast Wednesday, September 27, 2023 2:15 PM ET - 3:15 PM ET

Recommended CPE credits

Please note: CPE credits are not awarded for webcast replay.

Learning objectives

• Identify the energy credits applicable to your organization
• Describe Section 174 tax planning best practices
• Recognize the tax implications in connection with restructuring debt
• Specify important considerations in the M&A process with respect to each of these topics

Grant Thornton speakers:

Recommended Field of Study

Taxes

Program Level

Overview

Prerequisite

None

Delivery method

Group - Internet

Navigating evolving SEC trends for energy companies 

In a continually evolving regulatory environment, leaders of energy companies are tasked with complying with SEC regulations, understanding investor’s expectations, and meeting the needs of many other stakeholders, all while striving to reduce costs and balancing the supply and demand for human resources within the workforce. By keeping up with recent interactions between the SEC and energy companies and looking ahead to upcoming changes, energy leaders can anticipate problems before they occur and navigate this complex environment more efficiently. Join us for a presentation of the recent SEC regulatory matters, practice issues, and evolving trends that matter most to the energy industry.

Date and time

Original broadcast Wednesday, September 27, 2023 3:30 PM ET - 4:30 PM ET

Recommended CPE credits

Please note: CPE credits are not awarded for webcast replay.

Learning objectives

• Recognize the current focus areas of the SEC 
• Identify recent rules and practice issues that may affect financial reporting 
• Identify frequent areas of comment

Grant Thornton speakers:

Recommended Field of Study

Accounting

Program Level

Overview

Prerequisite

None

Delivery method

Group - Internet

Maximizing return on energy industry technology transformation 

In today’s environment, technology leaders are aiming to do more with less, protect the business and continually innovate with limited internal resources. In this session, we will share an overview of technology and related disruption trends, including significant trends affecting the energy industry. In addition, we will share how energy companies are addressing the changing technology landscape in their business in the areas of enterprise systems, big data and analytics, enterprise data management and governance, machine learning and artificial intelligence. Finally, we will highlight how leading companies are using a roadmap approach to address a wide variety of technology initiatives and a continuous improvement approach.

Date and time

Original broadcast Wednesday, September 27, 2023 4:45 PM ET - 5:45 PM ET

Recommended CPE credits

Please note: CPE credits are not awarded for webcast replay.

Learning objectives

• Summarize key technology innovations impacting energy companies 
• Describe how specific technologies can be implemented to improve operations in the field and back office 
• Identify the benefits of technology roadmaps for continuous improvement

Grant Thornton speakers:

Recommended Field of Study

Information Technology

Program Level

Overview

Prerequisite

None

Delivery method

Group - Internet