Ekti Capabilitiesstatement Shale v3 0911

Oil & Gas Curriculum Development and Interactive Delivery
CAPABILITIES STATEMENT
Introduction to MarceIIus ShaIe -
Operations and Opportunities
EKTi Capabilities Statement Shale V3
2
Marcellus Orientation & Training
whAT
#apid 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
whY
EKT|
e know your business; proven track record since 1986, working with
Marcellus clients
Primary focus is #O for training dollars, not just class attendance
Complement of instructional designers can meet internal or HSE certifications
Offices in Pittsburgh & Houston
h0w
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
nstructor-led or electronic delivery
Use of interactive techniques to engage adult students and maximize retention
3
EKT Interactive CurricuIum Scope
Upstream
Microbes to Markets
Industry Concepts and Themes
Comprehensive coverage across MarceIIus ShaIe operations.
ExpIoration Production
OiIfieId Services Industry
DriIIing
Midstream
Processing
Downstream
Transportation
SuppIy Trading Gas Marketing
Risk Management
4
MarceIIus ShaIe CurricuIum Audience
Three primary appIications of the EKT Interactive curricuIum.
NaturaI Gas Operator and TechnicaI Service Industry New Hires
The 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 CriticaI to Effective Operations
The basics of the Marcellus Shale industry should be understood by all T,
finance, legal, H# 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 MarceIIus ShaIe
Bi-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.
5
Lesson Structure
A. Domestic NaturaI 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, ExpIoration & EvaIuation - includes a
discussion of the Geophysical - Seismic industry.
C. DriIIing and CompIetions - 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. NaturaI Gas and Transportation - includes midstream
processing and gas pipeline operations.
F. SuppIy - Trading - covers physical trading, hedging strategies
and derivatives.
H. Gas Marketing - includes an understanding of Power and the
other holesale market challenges.
Seven moduIes ready for a custom cIass presentation, incIuding.
AII moduIes are normaIizedto make students comfortabIe with the pace of deIivery
Modules Build on Marcellus First #esponder Training)
6
ModuIe Emphasis
Key concepts guiding the moduIe structure.
Content focus is business operations and finance processes, key terminoIogy and
definitions and expIanations of appropriate gIobaI business drivers.
Current workbook design is easiIy customized, and has extensive text supported by
charts, graphs, videos and images - easiIy adapted to web deIivery.
Three downstream operations web prototypes have been deveIoped.
Reserves
Production
Consumption
Processing
Upstream Midstream Downstream
7
Representative CurricuIum DeveIopment Citations
PennsyIvania State Fire Commissioner
n just 10 weeks, a Pittsburgh and Houston industry
experienced team delivered a customized series of
interactive train-the-trainer workshops, to implement
a new ellsite Emergency #esponse 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
#esponder organizations across the Commonwealth.
See ektinteractive.comfor more details.
GIobaI OiI & Gas CIients and the SPE
eveloped 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 iess Energy Hall in Houston to re-
enforce concepts and maximize retention.
The ndustry 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, #ussia,
Europe and ndia.
8
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.
ncorporating 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 4audit 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 %interactive, Inc., is
currently being converted to web delivery.
9
Super Major - Downstream
Team led the training implementation of Sarbanes
Oxley in the USA oil & gas finance operation of a
super majors 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.
eveloped a modular, custom case study, and
instructorled 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 rilling.
The program was rolled out to specially selected
rilling 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.
10
More Information
Mission and heritage
of % Interactive, Inc.
%interactive.net
a custom delivery capability
eb prototype features
Appendix:
Management team
resumes and experience
11
% Interactive, Inc.
Our primary mission is to enable knowledge transfer from oil
& gas experts to the next generations), using:
Adult learning techniques that maximize retention
Fact-based industry content - with explanatory charts and graphs
nteractive instructor and web delivery formats to keep students attention
eb applications that closely match the effectiveness of the classroom
Social network technologies to leverage the class community
#outine updates to incorporate lessons learned and improve content
Mission.
12
% Interactive, Inc.
Global oil & gas consulting and training projects since 1986
Leverages heritage of DI Plus, Inc. client engagements
Senior management team, experienced in:
Oil & gas industry operations
Marcellus Shale instructional design
nstructor-led and web content delivery
Curriculum development
Corporate learning management systems LMS)
Company heritage.
13
%interactive.net
Offers cIients a customized & secure Iearning intranet.
Upstream,
Midstream
and Downstream
Content
Community CoIIaboration
Maximizing student retention
by
deIivering the effective intersection of:
CIient controIs aII access
Each cIass is a separate
community
Can capture & exchange
Iessons-Iearned
Ask the expertcapabiIity
Chat rooms and Facebook
Twitter and Instant Messenger
14
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 Knowoptions
Searchable Glossary
Web demonstrations avaiIabIe for downstream operations.
Representative web exampIes are avaiIabIe with secure access on:
%interactive.net
15
OiI & Gas Industry
Pittsburgh Team & SpeciaIties
ohn FiIIo - Oil & Gas Environmental, Health & Safety Expert - Pittsburgh
BiII Thomas - Organization Effectiveness and Human #esources - Pittsburgh
Donna Marcotte - Oil & gas technical communications consultant - Central Pennsylvania
Dick Dupree - Marcellus Liaison irector, Project Management - Pittsburgh
DaIe Stetzer - nstructional esign and Production - Pittsburgh
PIOGA member and active on Safety Committee
16
ohn P. FiIIo, Ph.D., CPEA
Dr. ohn FiIIo, 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&, 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&.
r. 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 #oundtable on strategic
improvement of EH&S organizations; to NAEM and uquesne 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.. and ME in Chemical Engineering from Carnegie-Mellon in
Pittsburgh, and his BE in Chemical Engineering from Pratt nstitute in Brooklyn, NY.
John is a Certified Professional Environmental Auditor. He is a member and Vice
President on the Pennsylvania #esources Council Board, and is on the
Nominating/Governance, Strategy and Program Committees.
OiI & gas industry, environmentaI, heaIth & safety expert.
17 17
BiII Thomas
BiII 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. Thomasoil & 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, T, H#, finance and accounting.
Prior to joining Centric Performance, Bill held national and global management
roles with PricewaterhouseCoopers and ell 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 H# and is a certified Senior Professional in
Human #esources. He is active in numerous Pittsburgh organizations including the
Society of Petroleum Engineers.
OiI & gas industry, organization effectiveness.
18
Donna Marcotte
Donna Marcotte is a Pennsylvania-based business, marketing, and technical
writing consultant and advisor to % Interactive, Inc.
Ms Marcottes 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.
onna 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 rilling & T editor at Hart Energy
Publishings &P magazine.
She is an active member of the Pittsburgh section of the Society of Petroleum
Engineerswhere she has done a good deal of organizing, event coordination,
and communications for the groupand a senior member of the Society for
Technical Communication.
onna 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.
OiI & gas industry, technicaI communications consuItant.
19
Richard Dupree
Richard Dupree is the Marcellus Liaison irector for % Interactive, Inc. and is
based in Pittsburgh, PA. ick has made over 150 visits in the last year to most of
the important Marcellus stakeholders to better understand the local development
challenges. ick 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, #& and T.
Mr. uprees oil & gas experience includes 3 years as a process engineer at a
Sohio #efinery in Toledo, OH now a BP facility).
#ichard also has 20 years experience with instrumentation and real time control
systems for various chemical and metals operations. He recently spent 4 years
as irector of Operations for a tech startup and previously served as a senior
supply chain / T project manager at Eaton Cutler-Hammers division
headquarters.
He has a BSChE from the University of Cincinnati, MSE 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 nstitute of Chemical
Engineers and the American Marketing Association.
OiI & gas industry, empIoyee training soIutions.
20
DaIe Stetzer
DaIe Stetzer is a Senior Associate of % Interactive, Inc. and President, Executive
Producer & Creative irector 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.
ale was in charge of integrating the video and classroom production aspects of the
First #esponder training for the Pennsylvania OSFC, and recently completed the
40 for 40program to help fund the Pennsylvania Flight 93memorial.
Oil and gas clients include Chevron, Exxon, Marathon, #ange #esources and EQT.
He has also served major corporate clients and associations across a wide
spectrum of industries.
ale has a BS in Mathematics from Catholic University in ashington, C. He is
active in numerous Pittsburgh professional organizations.
OiI & gas instructionaI design and production . . .
21
OiI & Gas Industry
Texas Team & SpeciaIties
Marty Stetzer - President, Upstream Operations, nstructional esign - Houston
Dick GhiseIin - Upstream Operations and Content Expert, Editor - Houston
AIec Schrader - Pipeline Operations, Training And evelopment, Process Facilitation -Houston
im Hoffman - Land, Accounting & Finance Curriculum Expert - allas
oe Browne - ownstream Operations, eLearning, eb evelopment Houston
Shannon Hart - Upstream Operations, nstructional esign, High-impact Facilitation - Houston
im LangIey - Facility Construction Management, ownstream Operations Houston
Brent FIoyd - Upstream Operations, Project Management, #emote Training Houston
22
Marty Stetzer
Marty Stetzer, a Pittsburgh native, is President of % 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. Stetzers oil & gas career included 18 years of management experience with
Schlumberger, Superior Oil-Mobil, ilson ndustries 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
#esponders how to manage Marcellus Shale wellsite incidents.
Marty has a BSME from Kettering nstitute in Michigan, and a MSA from Carnegie
Mellon, in Pittsburgh, Pennsylvania. He is active in the Society of Petroleum
Engineers and often presents at other oil & gas forums.
OiI & gas industry, instructionaI design-deIivery.
23
Dick GhiseIin
Dick GhiseIin is the % 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.
ick led the shale gas content design and delivery of the recent project with the
Pennsylvania OSFC.
Mr. Ghiselins 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 Schlumbergers drilling &
production technical services.
ick 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.
ick 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.
OiI & gas industry, upstream content expert and editor.
24
AIec Schrader
AIec Schrader is a Senior Associate of % 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 OT 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 Ph in ndustrial-Organizational Psychology from the
University of Houston.
OiI & gas industry, training and deveIopment, process faciIitation . . .
25
im Hoffman
im Hoffman is a Senior Associate of % Interactive, Inc. responsible for curriculum
in oil & gas land, accounting and finance, based in allas, 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 ata Systems, Oracle Energy and
PricewaterhouseCoopers PwC).
His ntro to Upstreamclassroom program has been conducted with hundreds of
oil and gas companies, from small independents through super-majors. His widely
attended Land for non-Landmenclass was developed at XTO and evon. He
has also developed and taught Production Measurement and Allocation, Oil &
Gas Finance and Accounting for non-Accountantsand Upstream Office
nformation 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 nvestor and the
Petroleum Accounting and Financial Management Journal.
Jim has a BS, in Systems Science Electrical Engineering) from Michigan State
University.
OiI & gas Iand, accounting & finance curricuIum expert.
26
oe Browne
oe Browne is irector of evelopment of % 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 T, training and employee development, in support of ExxonMobils
refining and chemicals operations. uring his career Joe traveled extensively
internationally, and worked in Buenos Aires and London.
Joes 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 T solutions impacting training, e.g., experience with various
Learning Management Systems LMS) and web rapid development tools
Joe holds a BS in ndustrial Management and a MS in ndustrial Administration from
Carnegie Mellon University in Pittsburgh, Pennsylvania.
OiI & gas industry, eLearning, web deveIopment.
27
Shannon Hart, is a Senor Associate of % 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 Hart
OiI & gas industry, instructionaI design, high-impact faciIitation.
28 28
ames P LangIey
im LangIey is a Senior Associate of % 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 & ebster Management
Consultants. Prior to Stone & ebster he was irector of Energy Consulting for
PricewaterhouseCoopers, as a subject matter expert on downstream and industry
issues. n that role he led client projects in South America, Europe, #ussia and
Asia.
Jim has 20 years oil & gas experience with Gulf Oil-Chevron, BP North America
and the Permian Corporation. Jims operational experience is in refining, crude
supply and trading and shipping, capital and strategic planning and plant
economics.
At the University of Texas at allas, Mr. Langley teaches the annual refinery
operations, economics and risk management session called Advanced
nternational Oil and Gas Accounting and Finance Program-- offered to mid-
level international oil and gas executives.
Jims undergraduate degree is in Chemical Engineering from Arkansas and his
MBA is from the University of Houston.
OiI & gas industry, construction and downstream operations.

29
Brent FIoyd
Brent FIoyd is a Senior Associate of % Interactive, Inc. based in Houston.
He was instrumental in the development of Schlumbergers and EKT nteractive,
ncs. remote training capabilities, including development of an audio and video
enabled class room/instructor broadcast facility.
Brents career started with 16 years with major oil & gas producers followed by
16 years consulting and solution delivery with Price aterhouse 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.
OiI & gas industry, project management, remote training.

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