Energy Conference Webcast - Speaker Biographies
May 13-14, 2024
Julie Desimone
Partner, Energy Industry Group Leader/Moss Adams, LLP/Portland, OR
Julie is Moss Adams' firm-wide industry group leader for the Energy practice, working in advanced utility accounting, regulatory assets and liabilities, technical auditing, contracting, internal control evaluation, litigation support, and relationship management. Julie has served as a member of the firm's Executive Committee as well as a member of several professional affiliations, and is an active public speaker on technical, operational and industry related issues.
Holly Heard, Ph.D.
Vice President of Data and Analytics/Texas 2036/Austin, Dallas
Dr. Holly Heard is Vice President of Data and Analytics at Texas 2036, a nonpartisan nonprofit using data-driven strategies to advocate for common-sense state policies. Dr. Heard leads the data team with a focus on using data to provide answers to key policy questions. Recent projects include the Strategic Framework, a data platform tracking over 150 metrics across 36 aspirational goals for Texas’ future; States for the Future, a learning network of state-level organizations focused on bringing data and policy together; and the Understanding Texas Women dashboard, a collection of metrics tracking the well-being of women in Texas. Dr. Heard joined Texas 2036 from the Houston Education Research Consortium, an educational research-practice partnership at Rice University, where she managed a secure educational database for more than 20 researchers and led multiple research projects, including the Study on Social and Emotional Skills, an international survey sponsored by the Organization for Economic Cooperation and Development. She received her Ph.D. from the University of North Carolina at Chapel Hill, her M.A. from Penn State University, and her B.A. from the University of Notre Dame.
Ben Hickson
Revenue Audit Manager/Martindale Consultants/Oklahoma City, Okla.
Ben has more than 15 years of upstream oil and gas experience at Martindale, with a special expertise in revenue and royalty projects for both on and offshore properties. Ben leads or manages many of Martindale’s revenue related projects. Ben’s knowledge and expertise includes revenue and royalty audits, lease interpretation and analysis, gas plant operations and accounting, net profit and royalty trust audits. Ben currently serves as co-chair for the Council of Petroleum Accounts Society (COPAS) Accounting Guideline 15 (Gas Accounting Manual) re-write project team and has also served as the Revenue Committee co-chair for COPAS Oklahoma City Society.
Chris A. Matlock, CPA, CFA
Chief Investment Officer/Goodman Financial Corporation/Houston
Chris Matlock has over 29 years of experience as a professional money manager and joined Goodman Financial Corporation in 2017, serving as its Chief Investment Officer. His responsibilities include chairing the firm’s Investment Committee, implementing the firm’s investment policy and strategy, oversight of investment research activity, and monitoring the firm’s holdings. Chris graduated from the University of Houston – Clear Lake in 1982 with a B.S. in accounting and obtained his MBA from the University of Houston in 1993. He began his career with KPMG as an auditor and has 10 years of experience as an accounting professional.
Christine Mazor
Partner/Deloitte & Touche LLP/New York
Christine Mazor is an audit partner with over 25 years of experience in serving significant domestic and global clients. Currently, she serves as a partner on the SEC Reporting and Business Combinations subject matter teams in Accounting & Reporting Services in Deloitte’s National Office, assisting clients and engagement teams with applying SEC regulations in capital market transactions including IPOs, SPACs, mergers, spin-offs, and debt offerings. Christine’s responsibilities include consultation on SEC reporting matters and interpretation of regulations and following current developments in SEC rulemaking, including the SEC’s guidance and final rule on cybersecurity disclosures. She is also extensively involved in the authoring and production of published interpretive guidance on SEC related matters, including Deloitte’s Roadmap to Non-GAAP Financial Measures and Heads Up publications on cybersecurity disclosures.
Matt Pilkington
Vice President/Martindale Consultants, Inc./Oklahoma City
Matt has been with Martindale Consultants for 16 years and currently serves as Vice President of Audit in Oklahoma City. Matt earned a B.S. in Finance from the University of Central Oklahoma. He is a Certified Fraud Examiner (CFE) and recently served as the Chair of the COPAS Audit Committee and is an active member of the COPAS - Oklahoma City society and Association of Certified Fraud Examiners, Oklahoma City chapter. Matt manages Martindale’s audit department with a focus on joint interest audits, vendor audits, litigation support, internal projects, audit resolution, and general joint interest and COPAS consultation. He specializes in helping clients with the entire joint interest and vendor audit process, from audit selection through resolution.
Jennifer Reynolds, MST, CPA
Senior Lecturer/The University of Texas at Tyler/Tyler
Jennifer Reynolds is a Senior Lecturer at The University of Texas. She is a CPA and obtained her Master's in Taxation from the University of Texas at Arlington and has been in love with "all things tax" since then! Jennifer recently won the TXCPA Outstanding Educator Award and is blessed to be able to help ignite a passion for taxation in our future CPAs.
Katy Rossino
Practice Fellow/FASB/Norwalk, CT
Katy is currently serving as a Practice Fellow at the Financial Accounting Standards Board (FASB). During her two-year Fellowship at FASB, Katy will assist the standard-setting process by supporting multiple projects on FASB’s technical agenda and research agenda. Prior to her fellowship, Katy spent 11 years with Deloitte in the Audit practice and the National Office Accounting and Reporting Services practice.
Michael Spaniol, CPA
Director, ESG and Sustainability Services/PwC/San Antonio
Michael Spaniol is a Director with PricewaterhouseCoopers’ national ESG practice, with over 18 years of experience in directing audit engagements of public and private companies in the energy industry. Michael has been responsible for serving a variety of energy clients, dealing with issues in midstream commodity transportation and storage, oil and natural gas production, and downstream refining and distribution. He has an in-depth understanding of the SEC registration process and has assisted multiple clients with the initial public offerings as well as equity and debt transactions. Leveraging his SEC reporting background, he currently assists clients across a broad spectrum of industries to interpret and assess organizational readiness to implement the proposed SEC Climate rule. As part of PwC’s ESG and Sustainability services practice, he works closely with clients to assist in their ESG reporting strategy and has experience in sustainability readiness and assurance engagements related to key performance indicators such as greenhouse gas emissions, energy use, diversity & inclusion and health & safety. Additionally, Mike has extensive experience with the development and implementation of ESG business process and controls including sustainability reporting. He has also assisted multiple Fortune 500 companies design and implement controls over GHG emissions in preparation for potential SEC Climate rule disclosure requirements. Michael is a CPA in the state of Texas, a member of the American Institute of Certified Public Accountants, and is holder of the Certificate in ESG Investing from the CFA Institute.
Kenny Wilks, CPA
Partner/Moss Adams LLP/Dallas
Kenny has practiced public accounting since 2001. His expertise is in Securities and Exchange Commission (SEC) reporting services, accounting, valuation, derivatives and complex GAAP services. His private equity and publicly traded clients have provided him with extensive experience working on business combinations and multiple initial and secondary public offerings. Kenny’s industry focus is energy, including oilfield services, power, manufacturing and distribution companies. He previously worked for a Big 4 accounting firm as a senior consultant working on energy trading projects. He has spoken to industry groups, including the North American Petroleum Accounting Conference (NAPAC) and Council of Petroleum Accounts Society (COPAS), covering derivative accounting and other complex GAAP reporting matters.
Bryan Wilton, CPA, CITP
President/LBMC Technology Solutions, LLC/Brentwood, TN
Bryan L. Wilton is the President of LBMC Technology Solutions, LLC, a national Microsoft and Sage partner serving thousands of clients across North America. Bryan provides leadership and strategic direction to the organization of over 130 dedicated professionals in the technology solutions industry.