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EKTi Marcellus Shale Capabilities Statement Shale V3 110707

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This slideshow highlights EKT Interactive’s training capabilities, methodology, and expertise in shale operations.
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Oil & Gas Curriculum Development and Interactive Delivery CAPABILITIES STATEMENT “Introduction to Marcellus Shale - Operations and Opportunities”
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Page 1: EKTi Marcellus Shale Capabilities Statement Shale V3 110707

Oil & Gas Curriculum Development and Interactive Delivery

CAPABILITIES STATEMENT

“Introduction to Marcellus Shale - Operations and Opportunities”

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Marcellus Orientation & Training

WHAT ►Rapid on-boarding for technical & operations new hires►Quickly indoctrinate management & support staff critical to effective operations ►Enable more companies to successfully do business with Marcellus industry

WHYEKTi

►We know your business; proven track record since 1986, working with Marcellus clients

►Primary focus is ROI for training dollars, not just class attendance►Complement of instructional designers can meet internal or HSE certifications►Offices in Pittsburgh & Houston

HOW ►Classes designed and taught by senior E&P and oilfield operations managers who love to train►Proprietary courseware for Upstream, Midstream and Oilfield Service industries ►Instructor-led or electronic delivery ►Use of interactive techniques to engage adult students and maximize retention

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EKT Interactive Curriculum Scope

Upstream

“Microbes to Markets”Industry Concepts and Themes

Comprehensive coverage across Marcellus Shale operations…

Exploration Production

Oilfield Services Industry

Drilling

Midstream

Processing

Downstream

Transportation

Supply Trading Gas Marketing

Risk Management

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Marcellus Shale Curriculum Audience Three primary applications of the EKT Interactive curriculum…

Natural Gas Operator and Technical Service Industry New HiresThe curriculum provides a comprehensive, cost-effective introduction to the basics of the Marcellus Shale gas industry, the key business drivers, trends and basic terminology. This reduces the time and cost of operating management in on-boarding new staff.

Support Staff Critical to Effective Operations The basics of the Marcellus Shale industry should be understood by all IT, finance, legal, HR and procurement staff dealing with operations, to prevent inadvertent mistakes that can put the company at risk. For example, a better understanding of the operation enables accounting personnel to effectively challenge inaccurate invoices.

Companies Interested in Doing Business in the Marcellus ShaleBi-annual updates of the curriculum, and web access, provides convenient access and a refresher option as staff deal with sophisticated Marcellus operators and service companies.

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Lesson Structure

A. Domestic Natural Gas Introduction – includes supply/demand factors affecting the US natural gas industry, the importance of shale gas development and the role of key participants.

B. Prospecting, Exploration & Evaluation – includes a discussion of the Geophysical - Seismic industry.

C. Drilling and Completions – includes rig selection, hydraulic fracturing and the downhole Technical Services industry.

D. Production – includes a discussion of condensate, gas treating facilities and the production equipment industry.

E. Natural Gas and Transportation – includes midstream processing and gas pipeline operations.

F. Supply – Trading – covers physical trading, hedging strategies and derivatives.

H. Gas Marketing – includes an understanding of Power and the other Wholesale market challenges.

Seven modules ready for a custom class presentation, including…

All modules are “normalized” to make students comfortable with the pace of delivery

(Modules Build on Marcellus First Responder Training)

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Module EmphasisKey concepts guiding the module structure…

Content focus is business operations and finance processes, key terminology and definitions and explanations of appropriate global business drivers. Current workbook design is easily customized, and has extensive text supported by charts, graphs, videos and images - easily adapted to web delivery.

Three downstream operations web prototypes have been developed.

Reserves

Production

Consumption

Processing

Upstream Midstream Downstream

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Representative Curriculum Development Citations

Pennsylvania State Fire Commissioner

In just 10 weeks, a Pittsburgh and Houston industry experienced team delivered a customized series of interactive train-the-trainer workshops, to implement a new Wellsite Emergency Response Training Program across the Commonwealth.

A toolkit was provided to the Pennsylvania State Fire Academy trainers to make them self-sufficient and confident in explaining the complexities of managing wellsite emergency incidents in the Marcellus Shale.

The program is now being rolled out to First Responder organizations across the Commonwealth.

See ektinteractive.com for more details.

Global Oil & Gas Clients and the SPE

Developed and deliver a participative-interactive customized training course covering upstream, midstream and downstream oil & gas operations.

Use videos, exercises and hands-on access to equipment at the Wiess Energy Hall in Houston to re-enforce concepts and maximize retention.

The Industry Overview portion of the class material is presented as part of the Society of Petroleum Engineers (SPE) New Hire Orientation program in Houston.

Similar customized courses have been delivered to 750 multi-national staff across the USA, Russia, Europe and India.

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Representative Curriculum Development Citations

Super Major - Upstream

Currently working with a super-major E&P operator in North America as they implement a large new system to manage oil and gas production volumes.

Objective of our project is to design and deliver a blended learning training curriculum, including instructor-led and web delivery options, across several hundred production field operators covering deepwater, onshore and Canadian properties.

Incorporating the latest virtual classroom audio-video technologies to streamline and standardize delivery, and provide a web-based repository for routine access as refresher courses or as new staff come onboard.

Big Four Audit Firm

For a “Big 4” audit firm, developed 8 comprehensive modules of oil & gas training for global staff new to the industry.

Curriculum covers upstream, midstream, natural gas, pipelines and downstream activities.

The focus of the curriculum is the key business drivers, operations decision processes and trends affecting the industry operators and the key oilfield service and EPC segments.

Oil & gas content owned by EKTinteractive, Inc., is currently being converted to web delivery.

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Representative Curriculum Development Citations

Super Major - Downstream

Team led the training implementation of Sarbanes Oxley in the USA oil & gas finance operation of a super major’s US downstream finance operation.

Challenge was to apply adult learning and change management techniques to get the desk-level business staff ready for their first SOX audit.

Developed a modular, custom case study, and instructor–led training design that was delivered to over 850 US and Manila finance staff in just 12 weeks.

External Auditor commented that they had rarely seen a staff that was as well prepared for the SOX attestation.

Super Major - Upstream

For a global super-major, provided instructional strategist and design services for a 14-module flash-based e-Learning advanced development program in High Pressure High Temperature Drilling.

The program was rolled out to specially selected Drilling Engineers, around the world.

Also led course conversion of First Line Supervisor Safety training from 5-day instructor-led to a 14-module web-based training for the company.

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More Information

• Mission and heritage of EKT Interactive, Inc.

• EKTinteractive.net – a custom delivery capability

• Web prototype features

Appendix:• Management team

resumes and experience

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EKT Interactive, Inc.

Our primary mission is to enable knowledge transfer from oil & gas experts to the next generation(s), using:

– Adult learning techniques that maximize retention

– Fact-based industry content - with explanatory charts and graphs

– Interactive instructor and web delivery formats to keep students attention

– Web applications that closely match the effectiveness of the classroom

– Social network technologies to leverage the class community

– Routine updates to incorporate lessons learned and improve content

Mission…

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EKT Interactive, Inc.

• Global oil & gas consulting and training projects since 1986

• Leverages heritage of EDI Plus, Inc. client engagements

• Senior management team, experienced in:– Oil & gas industry operations

– Marcellus Shale instructional design

– Instructor-led and web content delivery

– Curriculum development

– Corporate learning management systems (LMS)

Company heritage…

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EKTinteractive.net Offers clients a customized & secure learning intranet…

Upstream,Midstream

and DownstreamContent

Community Collaboration

Maximizing student retention by

delivering the effective intersection of:

• Client controls all access• Each class is a separate

community• Can capture & exchange

lessons-learned

• “Ask the expert” capability• Chat rooms and Facebook• Twitter and Instant Messenger

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Web Prototype Features

• Fast paced

• High quality graphics

• Animation and annotations

• Narration option

• Learner controlled navigation

• Frequent quizzes and games

• Video clips

• “Need to know – Nice to Know” options

• Searchable Glossary

Web demonstrations available for downstream operations…

Representative web examples are available with secure access on:EKTinteractive.net

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Oil & Gas Industry Pittsburgh Team & Specialties

John Fillo - Oil & Gas Environmental, Health & Safety Expert - Pittsburgh

Bill Thomas - Organization Effectiveness and Human Resources - Pittsburgh

Donna Marcotte - Oil & gas technical communications consultant - Central Pennsylvania

Dick Dupree - Marcellus Liaison Director, Project Management - Pittsburgh

Dale Stetzer - Instructional Design and Production - Pittsburgh

PIOGA member and active on Safety Committee

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John P. Fillo, Ph.D., CPEA

Dr. John Fillo, is a Principal Consultant for Trinity Consultants in their Sustainability and Environmental Management business. He is based in Pittsburgh, PA and has over 30 years experience in the assessment, design and implementation of enterprise EH&S compliance, risk management and performance improvement programs.

His career emphasis in energy includes: oil and gas exploration/production, gas supply/power generation and T&D, and coal-based synthetic fuels. His natural gas experience includes coal-bed methane, Antrim and Marcellus shale, as well as natural gas processing and T&D.

Dr. Fillo has a long history of developing and delivering presentations and training on topics of EH&S and business management. He has presented to The Conference Board Health & Safety (H&S) Council and The Auditing Roundtable on strategic improvement of EH&S organizations; to NAEM and Duquesne University on enterprise-wide EH&S risk management; and for oil & gas and service companies’ training programs. He provided training on EH&S compliance at the NY State Pathway to Compliance program with the Center for Energy Technology.

He has his Ph.D. and ME in Chemical Engineering from Carnegie-Mellon in Pittsburgh, and his BE in Chemical Engineering from Pratt Institute in Brooklyn, NY.

John is a Certified Professional Environmental Auditor. He is a member and Vice President on the Pennsylvania Resources Council Board, and is on the Nominating/Governance, Strategy and Program Committees.

Oil & gas industry, environmental, health & safety expert…

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Bill Thomas

Bill Thomas is Managing Principal of Centric Performance, LLC located in Pittsburgh, PA.

His teams have been providing a variety of consulting services to upstream, mid-stream and downstream oil and gas companies since 2001. Bill was instrumental in the design of the Pennsylvania OSFC training project.

Mr. Thomas’ oil & gas experience has included projects with Baker Hughes, Hess Corporation, CenterPoint Energy, Champion Technologies, CPS Energy, Tenaris, and Petroleum Geo-Services, among others.

His current projects are focused on targeted training, facilitation and performance coaching assignments, as well as evaluating and improving the effectiveness of specific functional areas such as sales, marketing, business development, customer service, IT, HR, finance and accounting.

Prior to joining Centric Performance, Bill held national and global management roles with PricewaterhouseCoopers and Dell Computers, respectively. He has lead numerous high-impact projects including enterprise talent and capability reviews, internal/employment branding, mergers, acquisitions and reorgs, pay-for-performance practices, and building execution-based performance cultures.

Bill has a BA in Business, an MA in HR and is a certified Senior Professional in Human Resources. He is active in numerous Pittsburgh organizations including the Society of Petroleum Engineers.

Oil & gas industry, organization effectiveness…

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Donna Marcotte

Donna Marcotte is a Pennsylvania-based business, marketing, and technical writing consultant and advisor to EKT Interactive, Inc.

Ms Marcotte’s oil and gas career began 20 years ago at ExxonMobil, where she worked for 6 years on a team that developed software for drilling engineers. Since then, she has worked as a consultant in a variety of marketing, business and technical communication roles for oil companies, oilfield services companies, software vendors, and an oil and gas industry standards group.

Donna has solid knowledge of the oil and gas industry, particularly in the upstream, and related information technology. Shortly before moving back to Pennsylvania from Houston in 2006, she worked as the Drilling & IT editor at Hart Energy Publishing’s E&P magazine.

She is an active member of the Pittsburgh section of the Society of Petroleum Engineers—where she has done a good deal of organizing, event coordination, and communications for the group—and a senior member of the Society for Technical Communication.

Donna has a BS in information science with minors in communication and psychology from the University of Pittsburgh and an MA in applied English linguistics from the University of Houston. She continues to attend various conferences and training courses in communication, technology, and the oil and gas industry.

Oil & gas industry, technical communications consultant…

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Richard Dupree

Richard Dupree is the Marcellus Liaison Director for EKT Interactive, Inc. and is based in Pittsburgh, PA. Dick has made over 150 visits in the last year to most of the important Marcellus stakeholders to better understand the local development challenges. Dick is also active in supporting the growth of the SPE in Penna.

He has over 35 years of industrial experience in a variety of petrochemical, metals, and equipment manufacturing facilities along with an extensive background in operations, project management, marketing, R&D and IT.

Mr. Dupree’s oil & gas experience includes 3 years as a process engineer at a Sohio Refinery in Toledo, OH (now a BP facility).

Richard also has 20 years experience with instrumentation and real time control systems for various chemical and metals operations. He recently spent 4 years as Director of Operations for a tech startup and previously served as a senior supply chain / IT project manager at Eaton Cutler-Hammer’s division headquarters.

He has a BSChE from the University of Cincinnati, MSIE from the University of Toledo, and an MBA from the University of Pittsburgh. He is active in the local chapters of the Society of Petroleum Engineers, American Institute of Chemical Engineers and the American Marketing Association.

Oil & gas industry, employee training solutions…

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Dale Stetzer

Dale Stetzer is a Senior Associate of EKT Interactive, Inc. and President, Executive Producer & Creative Director of BizEvents, in Pittsburgh, PA.

He has over 30 years experience in developing instructional communications programs for leadership & management, production, technical and maintenance support teams, sales organizations and customer associates.

He integrates a strong emphasis on the strategic learning path with powerful graphic architectures to support the curriculum content, balancing images and words to engage the audience, sustain interest and illuminate understanding. His productions optimize the best mix of delivery media and channels combined with interactivity to assure efficient, effective learning.

Dale was in charge of integrating the video and classroom production aspects of the First Responder training for the Pennsylvania OSFC, and recently completed the “40 for 40” program to help fund the Pennsylvania “Flight 93” memorial.

Oil and gas clients include Chevron, Exxon, Marathon, Range Resources and EQT. He has also served major corporate clients and associations across a wide spectrum of industries.

Dale has a BS in Mathematics from Catholic University in Washington, DC. He is active in numerous Pittsburgh professional organizations.

Oil & gas instructional design and production . . .

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Oil & Gas Industry Texas Team & Specialties

Marty Stetzer – President, Upstream Operations, Instructional Design - Houston

Dick Ghiselin - Upstream Operations and Content Expert, Editor - Houston

Alec Schrader - Pipeline Operations, Training And Development, Process Facilitation -Houston

Jim Hoffman - Land, Accounting & Finance Curriculum Expert - Dallas

Joe Browne - Downstream Operations, eLearning, Web Development – Houston

Shannon Hart - Upstream Operations, Instructional Design, High-impact Facilitation - Houston

Jim Langley - Facility Construction Management, Downstream Operations – Houston

Brent Floyd - Upstream Operations, Project Management, Remote Training – Houston

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Marty Stetzer

Marty Stetzer, a Pittsburgh native, is President of EKT Interactive, Inc.

His teams have been providing a variety of consulting and training services to US and international oil and gas companies since 1986.

Mr. Stetzer’s oil & gas career included 18 years of management experience with Schlumberger, Superior Oil-Mobil, Wilson Industries and Exxon, in a variety of USA and international assignments.

Marty also has 13 years of energy consulting experience with PwC to a variety of global oil & gas clients, both majors and independents.

His current projects are focused on design and delivery of large scale training, knowledge transfer and change management initiatives – using both instructor-led and web delivery models. He led the recent train-the-trainer project with the Pennsylvania Office of the State Fire Commissioner (OSFC), to teach First Responders how to manage Marcellus Shale wellsite incidents.

Marty has a BSME from Kettering Institute in Michigan, and a MSIA from Carnegie Mellon, in Pittsburgh, Pennsylvania. He is active in the Society of Petroleum Engineers and often presents at other oil & gas forums.

Oil & gas industry, instructional design-delivery…

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Dick Ghiselin

Dick Ghiselin is the EKT Interactive, Inc. Contributing Editor responsible for quality of the upstream oil & gas industry content, in Houston, Texas.

He has 35 years in oilfield operations, publishing, information services and marketing. Dick led the shale gas content design and delivery of the recent project with the Pennsylvania OSFC.

Mr. Ghiselin’s oil & gas career included 30+ years of management experience with Schlumberger in a variety of international assignments. His instructor-led oilfield on-boarding Training program is used today for all Schlumberger new hires to help them quickly become productive in delivering a variety of Schlumberger’s drilling & production technical services.

Dick also worked as VP and Group Publisher at Hart Publications, conducting research, writing and editing industry articles. He also has experience in consulting with major oilfield corporations in communications campaigns, new business development, market research, brand repositioning, corporate identity and crisis communications.

Dick has a BS Mechanical Engineering, Texas A&M, and completed the Columbia Business School Marketing Management Executive Program. He is registered petroleum engineer in Texas and Certified Business Communicator.

Oil & gas industry, upstream content expert and editor…

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Alec Schrader

Alec Schrader is a Senior Associate of EKT Interactive, Inc. in Houston, Texas. He has provided training and organization effectiveness services to the oil and gas business for more than 30 years, including the past 19 years with Shell Oil and Shell Pipeline.

Alec frequently works with leadership and project teams to create business and staff development plans as well as create or improve specific work processes. He helps new teams define stakeholder needs, business objectives, project plans and team member accountabilities.

Examples of project work include:

• Served as project leader for Shell Pipeline during multi-year effort to create all systems and processes needed to comply with new DOT requirements for operator qualification.

• Facilitated the development of curricula for pipeline and products distribution supervisors that covered technical, leadership and health and safety competencies.

• Coordinated development of competency requirements and tracking systems for pipeline technical and leadership positions.

• Facilitated teams that mapped and enhanced processes for project engineering, land acquisition and business development.

Alec holds an MA and PhD in Industrial-Organizational Psychology from the University of Houston.

Oil & gas industry, training and development, process facilitation . . .

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Jim Hoffman

Jim Hoffman is a Senior Associate of EKT Interactive, Inc. responsible for curriculum in oil & gas land, accounting and finance, based in Dallas, Texas.

He has 30 years in oil & gas energy management corporate education and business software applications. His software experience was leading upstream accounting, land and production software sales with Artesia Data Systems, Oracle Energy and PricewaterhouseCoopers (PwC).

His “Intro to Upstream” classroom program has been conducted with hundreds of oil and gas companies, from small independents through super-majors. His widely attended “Land for non-Landmen” class was developed at XTO and Devon. He has also developed and taught “Production Measurement and Allocation”, “Oil & Gas Finance and Accounting for non-Accountants” and “Upstream Office Information Flow”.

Jim is a frequent speaker at industry events, including the North American Petroleum Accounting Conference (NAPAC) and various Council of Petroleum Accountants Societies (COPAS) events. He has publications in The Oil & Gas Investor and the Petroleum Accounting and Financial Management Journal.

Jim has a BS, in Systems Science (Electrical Engineering) from Michigan State University.

Oil & gas land, accounting & finance curriculum expert…

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Joe Browne

Joe Browne is Director of Development of EKT Interactive, Inc, in Houston, Texas. He has over ten years experience as a training and eLearning consultant, specializing in the Oil and Gas industry.

Joe spent 34 years with ExxonMobil, where he held numerous management positions in IT, training and employee development, in support of ExxonMobil’s refining and chemicals operations. During his career Joe traveled extensively internationally, and worked in Buenos Aires and London.

Joe’s key competencies include:• Applying instructional design principles to eLearning to promote learner

engagement and retention• Analyzing and optimizing complex training processes to meet the needs of

the organization and the learners• Understanding IT solutions impacting training, e.g., experience with various

Learning Management Systems (LMS) and web rapid development tools

Joe holds a BS in Industrial Management and a MS in Industrial Administration from Carnegie Mellon University in Pittsburgh, Pennsylvania.

Oil & gas industry, eLearning, web development…

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Shannon Hart, is a Senor Associate of EKT Interactive, Inc. and principal of Hart Consulting Group, is an accomplished and committed Performance Management Consultant and has been working with individuals and organizations in the oil and gas industry for the last 20 years.  Shannon has experience with facilitation, instructional design, coaching, change management and team building in a variety of corporate cultures and content areas. She is known for her comfortable, interactive and creative approach to working with groups. Shannon was responsible for the curriculum design for the recent project with the Pennsylvania OSFC. Oil and gas clients include Shell, BP, Marathon Oil, Transocean, ExxonMobil and Chevron.

Her current projects include developing web-based training modules on well control, cementing and managed pressure drilling, facilitating leadership training for new E&P professionals, and supporting a Hydrocarbon Allocation accounting system implementation.

Shannon is a certified Accelerated Learning facilitator, and she currently resides with her family in Houston, Texas.

Shannon HartOil & gas industry, instructional design, high-impact facilitation…

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James P Langley

Jim Langley is a Senior Associate of EKT Interactive, Inc. in Houston, Texas. His consulting experience focuses on business analysis related primarily to downstream clients. He has extensive international work experience and has Spanish reading and speaking skills.

Mr. Langley most recently worked as VP with Shaw Stone & Webster Management Consultants. Prior to Stone & Webster he was Director of Energy Consulting for PricewaterhouseCoopers, as a subject matter expert on downstream and industry issues. In that role he led client projects in South America, Europe, Russia and Asia.

Jim has 20 years oil & gas experience with Gulf Oil-Chevron, BP North America and the Permian Corporation. Jim’s operational experience is in refining, crude supply and trading and shipping, capital and strategic planning and plant economics.

At the University of Texas at Dallas, Mr. Langley teaches the annual refinery operations, economics and risk management session called “Advanced International Oil and Gas Accounting and Finance Program” -- offered to mid-level international oil and gas executives.

Jim’s undergraduate degree is in Chemical Engineering from Arkansas and his MBA is from the University of Houston.

Oil & gas industry, construction and downstream operations…

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Brent Floyd

Brent Floyd is a Senior Associate of EKT Interactive, Inc. based in Houston.

He was instrumental in the development of Schlumberger’s and EKT Interactive, Inc’s. remote training capabilities, including development of an audio and video enabled class room/instructor broadcast facility.

Brent’s career started with 16 years with major oil & gas producers followed by 16 years consulting and solution delivery with Price Waterhouse and Schlumberger.

He has in-depth knowledge in all phases of exploration and production operations. His oil & gas experience includes systems and process development from field operations to corporate headquarters. His current projects are in production data management, hydrocarbon allocation and loss management.

He is an experienced project manager, skilled in analyzing system requirements and communicating the change impact to stakeholders in large global projects, using multi-disciplinary teams.

He has a BBA in Accounting from the University of Texas at Austin and is a Certified Public Accountant. He is frequent lecturer at global industry, government, and company forums.

Oil & gas industry, project management, remote training…


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