51ST ANNUAL INSTITUTE
Educating in the Heart of America OCTOBER 2-4, 2024 | OMNI OKC OKLAHOMA CITY, OK
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Educating in the Heart of America NADOA 51 st Annual Institute Omni Oklahoma City 100 West Oklahoma City Boulevard Oklahoma City, OK 73109 October 2-4, 2024
Institute Registration:
Member - $825.00 Non-Member $925.00 NADOA 51st Annual Institute (Click here to register)
Registration includes: Wednesday Classes and Welcome Reception Thursday and Friday Classes Breakfast and Lunch on Thursday and Friday Thursday Night Event – Chicken N Pickle Game Night
Room rate for Institute attendees: $199.00/night plus taxes Hotel Reservations may be made by scanning this QR code Or going to: Hotel Reservations or clicking the link on NADOA’s website at http://www.nadoa.org The NADOA room rate will be available 3 days pre and post Institute. Hotel reservation deadline – September 6, 2024. All hotel accommodations will be the responsibility of the registrant. Hotel cancelations must be made within 72 hours of check-in. If not made within this time frame, 1 night plus taxes will be charged as a cancellation fee. Event Parking: All parking at the hotel is conducted by the valet. The current overnight rate for valet parking is $35.00 + tax per vehicle per night. Self-parking is available in the public city garage for $10.00/night. Certification credits: CDOA – Wed-4 core/4 non-core Thursday/Friday- 16 core AAPL (RL/RPL/CPL) – 19 CPLTA – Wed-4 core/4 non-core Thursday/Friday- 14 core, 8 non-core (includes 3 keynotes) CMM, RMM – Credits awarded on sessions attended Please note that each certified member will be responsible for submitting their individual affidavit of attendance form to the respective association for accreditation.
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REGISTRATION
Debbie McKee Co-Chair Valerie Wible, CDOA Co-Chair Amanda Lynch, CDOA Co-Chair We’re excited to welcome you to Oklahoma City for this landmark event. Get ready for a stimulating experience filled with learning, collaboration, and making lasting connections. We look forward to seeing you there! Iris Alcantara Co-Chair Melanie Westbrook, CDOA Co-Chair Mark Your Calendars! Registration is Opened for the 51st Annual Institute The wait is almost over! Institute is around the corner and registration is open for our highly anticipated 51st Annual NADOA Institute. Get ready for a jam-packed program filled with insightful presentations, valuable networking opportunities, and of course, the chance to connect with colleagues from across the field. Registration Desk Hours Once you arrive come say hello and pick up your lanyard! The registration desk will be open at the following times: • Tuesday, October 1: 2pm - 6pm • Wednesday, October 2: 7am - noon & 2pm - 6pm • Thursday, October 3: 7am - 9am Join Us in Oklahoma City!
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N at i onal A ssociation of D i v i s i on O rder A nalys t s 400 White Oaks Boulevard, Bridgeport, WV 26330 THIS IS AN ADVERTISEMENT
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Fun ways to get around Downtown Oklahoma City Travel by Bike Spokies is Oklahoma City’s only bike share program. With 60 pedal-only bikes and 52 E-bikes, Spokies is an easy, accessible, and fun way to take on your daily commute, tour the city, get to and from concerts and games or meet up with friends without dealing with parking. It’s the most affordable way to travel in and around OKC and is one of the best ways to cruise around downtown and many of the city’s most exciting neighborhoods. Travel by Streetcar The Oklahoma City Streetcar connects visitors to hotels, dining and attractions through Downtown Bricktown, Automobile Alley and Midtown. Seven streetcars travel on a 4.7-mile loop, seven days a week. There is a stop diagonally across from the Omni Hotel. Travel by Scooter Lime Scooters can be found all over Downtown Oklahoma City. The Lime Scooters are lightweight, electric scooters that are easy to maneuver and ideal for quick commutes. Travel by Water Oklahoma River Cruises offers a variety of specialty cruises and regularly scheduled river transit trips Wednesday through Sunday from April to December. The beautiful 65’ river cruisers have climate- controlled cabins and are ADA accessible.
NADOA 51 ST INSTITUTE OCTOBER 2-4, 2024 Educating in the Heart of America Greeters and Info Desk volunteers needed for October 2nd and 3rd. If you are new to the NADOA Institute, consider volunteering. It is a great way to meet other attendees, make new friends and give back to your organization. We look forward to hearing from you. Please contact Betty Davidson at 713-409-4865 or clucorkie@yahoo.com or Brenda Pirozzolo at 214-924-9200 or Bpirozzolo21@gmail.com
Hotel
Welcome to the beautiful Omni Hotel in downtown Oklahoma City! The Hotel Committee has been working hard to make sure you have an enjoyable stay while at Institute. We are excited to be here and working with the excellent staff at the Omni. Tours have been taken by the Institute Committee to make sure they can assist with helping you find Registration, classrooms and restrooms! The Hotel Committee, along with NADOA President Vicki Danielson, had a food tasting in June and we’re sure that everyone will love this year’s food selections. We are ready to help you when you arrive in October! The Omni Hotel sits across from Scissortail Park and offers excellent views of the park or the downtown skyline. There are 605 rooms which include robes, an in room safe, Keurig coffee makers, a mini refrigerator and Wi-Fi. There are seven dining areas in the Hotel as well as a rooftop pool, a fitness center and the Mokara Spa. Plan on coming early or staying the weekend after to enjoy this beautiful hotel and all it has to offer!
Valet Parking is available for those who drive in. Check in time is 4:00 pm and checkout time is 11:00 am. This year we will have a check out location by the general assembly room to help accommodate those leaving Friday evening.
We look forward to seeing you in October!
Cheryl Hampton Lisa-Buffaloe-Atherton Sonya Turner Hotel Co-Chairs
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N at i onal A ssociation of D i v i s i on O rder A nalys t s 6 An overhaul for Land Software was desperately needed. So we did it. We designed our new land data management system from the ground up and ended in the Cloud. Because our design is based on real user experiences, LandView ™ captures and visualizes your land information like no other before.
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Corporate Sponsor Donation form Link
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Donate a Door Prize Donors will be featured at Institute & in the NADOA Newsmagazine
Contact Us!
Michelle Davila michelle davila@pogresources.com
Quint Withers Quint@mcgowanwp.com
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Vendor Fair The Vendor Committee would like to welcome our confirmed Vendors to the 51st Annual Institute in Oklahoma City, OK! A big thank you to the following confirmed vendors: Covius Print Ready Services EAG Inc. Elk Range Royalties Enverus Georgeson Lando Solutions LLC Martindale Consultants Inc Pak Energy Russell T. Rudy Energy S & J Land Administration Services LLC SOVOS Compliance LLC TEAM TexasFile Is your favorite software/service provider missing from the above? Have them reach out to Gordon Gallet – gordon@elkrange.com (337) 258-5730 and we’ll get them registered! Registration form can be found at Registration Form
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Class Summaries Wednesday Classes DOI Calculations Workshop Beginner/ Advanced- Donna King, Energy Point Consulting. Beginner- Please join this class for some hilarious jokes (polite laughter is encouraged) and beginner division order calculations. In this class, we will focus on defining key terms, calculating interest in a sample well, basic data integrity, and key contract overview. Advanced- Please join this class for more lighthearted humor (polite laughter is mandatory) and advanced division order calculations. In this class, we will focus on After Payout calculations, Area of Mutual Interest agreements (AMIs), other contractual obligations and Senate Bill 168. What is a CDOA Anyway?- Stephanie D. Moore, CDOA, Steptoe & Johnson PLLC. Testing and New Website tips and tricks- Generate interest in becoming a CDOA and a review of the process of becoming a CDOA and maintaining this certification. Hot Topics in Unclaimed Property- Pamela Wentz & Meghan Hartley, Georgeson LLC. Wondering what’s new in the world of unclaimed property? Stay informed and up to date on legislation and trends that impact compliance. In this session, we’ll give you the details on the newest developments and how they might affect you. Topics we will cover include: 1. Quick review of unclaimed property basics 2. New legislation impacting oil and gas companies 3. State enforcement efforts including self- audits and the increasingly prominent Delaware verified report 4. Interest and penalty trends 5. Others? – Opportunity for participants to submit topics/questions in advance Cultivating Your Personal Brand- Lyndi Zavy, River & Roads Organizational Development. Just as products have brands to manage and
maintain, you too have your own personal brand. Your brand consists of how you show up in the world and how you present yourself in various settings. To help you create and manage your brand, we will discuss: - Generational differences in professionalism and interactions - How your attire, communication and manners impact your personal brand - How to maintain your personal style without compromising your professional brand - Your tendencies and patterns that could lead to negative perceptions - Ways to wow others in-person and online Thursday and Friday Classes GEE, I REALLY WISH I HADN’T WRITTEN THAT. Better Writing; Better Communication; Avoid AI Usage Snafus- Jack Wilhelm & Edward Wilhelm, Wilhelm Law Firm . A Lighthearted Review of How to Improve Communication Skills, Especially with Third Parties and Competitors, how to avoid trapping oneself and your employer in legal proceedings, and first steps on how to avoid misuse of AI. Primer on Louisiana Property Law- Paul Strickland, Hargrove, Smelley & Strickland. This presentation will cover principles of ownership of immovable property in Louisiana including transfer of ownership voluntarily or involuntarily. The Sandbox – Sharing the Surface with Renewables- Jenae Allert, The Title Law Group PLLC. A discussion of legal strategy for drafting surface use agreements, accommodation agreements, and waivers in the universe of co-location of oil & gas development and renewables. A survey of jurisdictional case law in producing states rounds out the discussion. Transfers 101 – Basic Issues and Hidden Pitfalls of Transfers- Judy Moreland. This class will take a look at different types of transfers, including deeds, probate, assignments, and some of the hidden pitfalls behind those transfers.
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25 Provisions of an Oil & Gas Lease in 75 Minutes- Timothy Dowd, Elias, Brooks, Brown and Nelson P.C. A detailed presentation of the various clauses in an oil and gas lease. Alien Affidavits: Exploring the Unknown – Updates on Alien Affidavits statutes and changes- Melissa Gardner, Ball Morse Lowe LLC. Updates on Alien Affidavits statutes and changes. McGirt: What’s New- Melissa Gardner, Ball Morse Lowe LLC. Update on McGirt and the state’s response. When is Enough, Enough? PPQ Claims, Duty to Develop & Unleased MIO in Spacing Units- Matthew Salzman & Will Crowther, Holland & Hart LP. This presentation will explore when leases terminate for failure to produce in paying quantities, PPQ, or when portions of leases terminate despite PPQ from other portions under the duty to develop, and unleased mineral interest owner statutory claims in pooled spacing units. Corporate Bankruptcy Issues Affecting Oil and Gas Producers- Lyle B Brown & Diana S Prulhiere, Steptoe & Johnson PLLC. This presentation explores how a bankruptcy proceeding filed by a debtor corporate entity (such as a working interest or royalty owner) can affect an oil and gas producer’s operations. Attendees will be introduced to the types of parties, filings, and events in typical corporate bankruptcies. A case study will illustrate topics of particular interest to producers, such as payment of royalties and the purchase and sale of assets from the bankruptcy estate. Verbal Judo – Redirecting Behavior with Words- Michael Freeman, The Verbal Judo Institute Inc . An overview of some of the verbal tools available to successfully de-escalate difficult people. Energy Investing 101: A Deep Dive into the Energy Investor Mindset- Chris Ayres, Chesapeake Energy Corporation. Come learn how investors think as we dive into the mindset of energy investors and explore why energy has struggled to compete with a broader investment
community and what can be changed. Managing the Unclaimed Property Process- Pamela Wentz & Meghan Hartley, Georgeson LLC. With so many moving and complex parts, maintaining an unclaimed property process can seem daunting. Learn how to achieve an effective process while applying reliable project management principles. In this session, we will explore how to: 1. Create a successful reporting project plan 2. Overcome obstacles like system limitations 3. Communicate effectively with team members 4. Document the process as part of policy and procedures Inclusion Reimagined- Shalynne Jackson, Sonder Strategies. In this engaging presentation, participants will explore and clarify what Inclusion & Diversity (I&D) in the workplace is and isn’t and dispel common misconceptions. Like, no, I&D is not about reverse discrimination. Everyone wins in Inclusive, Equitable environments! Anatomy of a Title Opinion- Matthew Schlensker, Steptoe & Johnson PLLC. We will discuss the structure of the title opinion, why those parts are in there, and what they mean. The D.O.s and Don’ts of Federal Lands- Nick Watkins, EQV Resources LLC. Discussing the process of distributing royalties on Federal Lands and Units with updates on Federal Regulations. Unraveling Life’s Mystery: Taking Gas In-Kind, and Why Companies Do It- Stephan Spencer, PAK Energy. Investigation of Take-In-Kind from start to finish and the impact on companies and royalty owners. Plats- What, Who & Where- Shellie Mersiovsky, Enverus. How to obtain plats, interpret them and use them for your benefit. Fixed and Floating Royalties: The Gift that Keeps on Giving- Demetri Economou, Kane Russell Coleman Logan PC. 2024 updates to Texas fixed and floating royalty litigation, including developments after Van Dyke v. Navigator Group and current cases.
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51st ANNUAL INSTITUTE PROGRAM National Association of Division Order Analysts EDUCATING IN THE HEART OF AMERICA
OCTOBER 1, 2024 REGISTRATION - North Prefunction-West OCTOBER 2, 2024 REGISTRATION - North Prefunction-West DOI Calculations Workshop Beginner - Donna King, Energy Point Consulting What is a CDOA Anyway? Testing and New Website Tips and Tricks - Stephanie D. Moore, Steptoe & Johnson PLLC DOI Calculations Workshop Advanced - Donna King, Energy Point Consulting Unclaimed Property Hot Topics - Pamela Wentz and Meghan Hartley, Georgeson LLC GOLF TOURNAMENT - LINCOLN WEST GOLF COURSE Leadership Class - Creating Your Personal Brand - Lyndi Zavy, Rivers & Roads Organizational Development REGISTRATION - North Prefunction-West Welcome Reception - Come & Go Event. Enjoy the other events and see the town! Manager Reception - Hosted by Sitio Oil & Gas, Riverbend Energy Group, Elk Range Royalites, Freehold Royalties - Scissortail Terrace Thursday, October 3 REGISTRATION - In Front of Oklahoma Station Ballroom Breakfast General Session - Donna King, Energy Point Consulting Oklahoma Station Ballroom
TUESDAY 2:00 - 6:00 pm WEDNESDAY 7:00 am to Noon 9:00 - 10:30 am 9:00 - 10:30 am 12:00 - 1:30 pm 12:00 - 1:30 pm 1:00 PM 2:00 - 4:00 pm 2:00 - 6:00 pm 2:00 - 6:00 pm 4:30 - 6:00 pm THURSDAY 7:00 - 9:00 am
7:30 - 8:45 am
Route 66
Pinion
Mistletoe
Breakout 6
Breakout 7
ROOM LOCATION
GEE, I REALLY WISH I HADN’T WRITTEN THAT Better Writing; Better Communication; Avoid AI Usage Snafus Jack Wilhelm, Edward Wilhelm Wilhelm Law Firm
Unraveling Life’s Mystery: Taking Gas In-Kind and Why Companies Do It! Stephan Spencer Pak Energy
New Analyst Panel Chris Anderson - Moderator Delvin Thurman, Samantha Rodelo, Avery Sleeper, Alissa Clarke, Riham Chahine
Primer on Louisiana Property Law Paul Strickland Hargrove, Smelley & Strickland
McGirt: What’s New Melissa Gardner Ball Morse Lowe PLLC
8:50 - 10:05 am
10:05 - 10:20 am
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When is Enough, Enough? PPQ Claims, Duty to Develop, & Unleased MIO in Spacing Units Matthew Salzman, Will Crowther Holland & Hart LLP
Corporate Bankruptcy Issues Affecting Oil and Gas Producers Lyle Brown, Diana Prulhiere Steptoe & Johnson PLLC
25 Provisions of an Oil and Gas Lease in 75 Minutes Timothy Dowd Elias, Books, Brown
Alien Affidavits: Exploring the Unknown Melissa Gardner Ball Morse Lowe PLLC
The Sandbox - Sharing the Surface with Renewables Jenae Allert The Title Law Group
10:20 - 11:35 am
11:35 am - 1:00 pm
Lunch General Session - Pamela Jett, Relentlessly Positive Oklahoma Station Ballroom
GEE, I REALLY WISH I HADN’T WRITTEN THAT Better Writing; Better Communication; Avoid AI Usage Snafus Jack Wilhelm, Edward Wilhelm Wilhelm Law Firm
Fixed and Floating Royalties: The Gift That Keeps On Giving Demetri Economou Kane Russell Coleman Logan PC
Plats - What, Who & Where Shellie Mersiovsky Enervus
Anatomy of a Title Opinion Matthew Schlensker Steptoe & Johnson PLLC
Transfers 101: Basic Issues and Hidden Pitfalls of Transfers Judy Moreland
1:10 - 2:25 pm
2:25 - 2:40 pm
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What is a CDOA Anyway? Testing and New Website Tips and Tricks Stephanie D. Moore Steptoe & Johnson PLLC
Unraveling Life’s Mystery: Taking Gas In-Kind and Why Companies Do It! Stephan Spencer Pak Energy
25 Provisions of an Oil and Gas Lease in 75 Minutes Timothy Dowd Elias, Books, Brown
Managing the Unclaimed Property Process Pamela Wentz, Meghan Hartley Georgeson LLC
Plats - What, Who & Where Shellie Mersiovsky Enervus
2:40 - 3:55 pm
Buses to Chicken N Pickle
5:45 - 6:00 pm
6:00 to 10:00 pm
51st ANNUAL INSTITUTE PROGRAM National Association of Division Order Analysts EDUCATING IN THE HEART OF AMERICA
Friday, October 4
Breakfast General Session - Amy Downs, Hope is a Verb Oklahoma Station Ballroom
7:30 - 8:45 am
ROOM LOCATION
Route 66
Pinion
Mistletoe
Breakout 6
Breakout 7
Corporate Bankruptcy Issues Affecting Oil and Gas Producers Lyle Brown, Diana Prulhiere Steptoe & Johnson PLLC
Transfers 101: Basic Issues and Hidden Pitfalls of Transfers Judy Moreland
Fixed and Floating Royalties: The Gift That Keeps On Giving Demetri Economou Kane Russell Coleman Logan PC
Primer on Louisiana Property Law Paul Strickland Hargrove, Smelley & Strickland
Anatomy of a Title Opinion Matthew Schlensker Steptoe & Johnson PLLC
8:50 - 10:05 am
10:05 - 10:20 am
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When is Enough, Enough? PPQ Claims, Duty to Develop, & Unleased MIO in Spacing Units Matthew Salzman, Will Crowther Holland & Hart LLP
Alien Affidavits: Exploring the Unknown Melissa Gardner Ball Morse Lowe PLLC
The D.O.s and Don’ts of Federal Lands Nick Watkins EQV Resources, LLC
Inclusion Reimagined Shalynne Jackson Sonder Strategies
10:20 - 11:35 am
11:35 am - 1:00 pm
Lunch General Session- NADOA Awards and Election Results Oklahoma Station Ballroom
FRIDAY AFTERNOON COLLECTIVE
Managing the Unclaimed Property Process Pamela Wentz, Meghan Hartley Georgeson LLC
Energy Investing 101: A Deep Dive into the Energy Investor Mindset Chris Ayres Chesapeake Energy Corporation
1:10 - 2:25 pm
2:25 - 2:40 pm
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Verbal Judo - Redirecting Behavior with Words Michael Freeman The Verbal Judo Institute, Inc.
2:40 - 3:55 pm
4:00 - 4:45 am
Closing Session - 2025 Institute Announcement, Door Prizes and Farewell Until 2025 Oklahoma Station Ballroom
Friday Afternoon Collective
For 2024, we’re excited to make a small but fun change to the structure of the NADOA Institute for our attendees and members. You’ll notice a new section on the program grid titled “Friday Afternoon Collective.” Wondering what it means? We’re taking the two Friday afternoon time slots and condensing them into two single classes (along with an Escheat Class alternative). These classes will feature two fascinating topics. The room will have a unique look and feel, with stadium-layout seating, and presenters who feel like keynote speakers but encourage dialogue. Best of all, we’ll all be sitting together collectively to enjoy this exciting new format! First up, you’ll hear from Chris Ayres, the Vice President of Investor Relations and Treasury at Chesapeake Energy. He’s young, witty, and entertaining,
and he’ll present on the mindset of energy investors and why energy has struggled to compete with the broader investment community. Who better to learn this from than a former investment banker? In our second session, Michael Freeman of the Verbal Judo Institute will teach you strategies originally developed for police officers to de-escalate conflicts. Mr. Freeman holds an Advanced Law Enforcement certification, has experience in civil rights investigations, and has spoken across the country. So, bring on those angry royalty owner phone calls! Our hope is that you’ll plan to stay at the Institute through Friday afternoon, enjoy this truly unique program change, and maybe even win a cool prize at the closing ceremony.
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2024 NADOA Institute Speakers
munication to a more effective level, Pamela’s tools and innovative strategies get results. Pamela Jett has had a lifelong romance with words and their effect on relationships and has felt at home on stage and in front of an audience since she was 9 years old. Today, with more than 25 years of professional speaking experience, Pamela has been nationally recognized for her presentation skills. In 2007 Pamela became one of fewer than 200 women to hold the honor of being designated a Certified Speaking Professional by the National Speakers Association. This designation is a testament to Pamela’s experience, character, and professionalism. With a wide-ranging clientele that includes the high-tech sector, manufacturing, women’s groups, government agencies, finance and banking, medical and dental, and many more, Pamela is a keynote speaker with a proven track record of helping audiences gain tools they can use immediately. With a focus on practical tools delivered in a motivating and entertaining way, she is a trusted advisor to brands around the globe. She is also the author of several books, audios, videos, and other learning resources. After graduating from San Diego State University with a degree in Speech Communication and receiving recognition as one of the top 20 speech and debate competitors in the country, Pamela went on to earn her master’s degree in Communication. It was while pursuing her Ph.D. at the University of Utah that her love of teaching adults powerful success skills was kindled. Each of Pamela Jett’s unique programs is power packed with practical applications, real-life techniques, and a dash of neuroscience. Her unique combination of humor, intellect and evidence-based tools is sure to leave you inspired and ready to make positive changes for increased leadership and communication success. NEW ANALYST PANEL NADOA is excited to announce we will be hosting a special panel this year to give our attendees the opportunity to hear from our newer analysts. Our goal for this panel is to learn and understand more about this generation, their preferences, and to bridge any gaps. We will go over how they learned about this profession, their background/education, preferred communication style, expectations for managers, resources they utilize, any suggestions they have for NADOA, and much more. This class will only be offered one time, so make plans to attend!
KEYNOTE SPEAKERS
Amy Downs Allegiance Credit Union President & CEO
Amy Downs began her career as a teller 35 years ago working for the Credit Union located in the Alfred P. Murrah Federal Building. In 1995, she was one of the last survivors to be
pulled from the rubble following the Oklahoma City bombing, which killed 168 people including 18 of her 33 co-workers at the credit union. Embracing her second chance at life, Amy launched a campaign of self- improvement and empowerment. She went from a 355 lb couch potato to completing a Full Ironman Triathlon. From a teller who couldn’t pass a math class to the CEO with a degree in Organizational Leadership and master’s degree in Business Administration. Amy still works for the same credit union which also survived the bombing, now called Allegiance Credit Union, serving as the president and CEO. Amy is also the author of a book called Hope is a Verb: My Journey of Impossible Transformation, which is available on Amazon.
Donna King Founder, Energy Point Consulting LLC)
Donna King founded Energy Point to serve a niche in the energy data management and contract services market. With 19 years of experience working for private and public operators in multiple basins, Donna leads the
company in providing high-quality services and innovative solutions for clients. She excels in large-scale ERP implementations and data cleansing projects. Donna is dedicated to education and fostering collaborative teams with a delivery focused business model. She has been a featured speaker at major industry events including NADOA, NALTA, CAPDOA, ALTX, and many other organizations.
Pamela Jett, CSP As an internationally recognized communica- tion and leadership expert, speaker, author, and executive advisor, Pamela Jett works with pro- fessionals to better understand that choosing to be “Relentlessly Positive” even in difficult situ- ations isn’t naïve… it’s leadership. Pamela is a true innovator who takes people beyond basic
Moderator: Chris Anderson Devon Energy
theory and strategy to an unparalleled level of application. If you are looking to navigate through change, thrive during challenging times, enhance employee engagement, or simply take leadership and com-
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University. Jack is licensed to practice in Texas, Louisiana, Arkansas, and Illinois, and by numerous federal courts, including all Texas and Louisiana federal district courts and the United States 5th Circuit Court of Appeals located in New Orleans, as well as the United States Supreme Court. Jack prides himself on being a problem solver and in helping his clients reach their business objectives in an ethical and cost- effective manner. Jack Wilhelm is the president of a Municipal Utility District in central Texas, an Elder in the Presbyterian Church, an Eagle Scout, a past parliamentarian of the Travis County Republican Party, and a member of the Interstate Oil & Gas Compact Commission.
PANEL MEMBERS
Samantha Rodelo Endeavor Energy
Avery Sleeper Matador Resources
Edward Wilhelm Wilhelm Law Firm
Resources
Company
Edward Wilhelm is a native Austinite and 2003 graduate of St. Andrew’s Episcopal School. After attending St. Andrew’s, Edward obtained a Bachelor of Arts from Hampden-Sydney College in Virginia, a Master of Science from
the University of Edinburgh in Scotland, and graduated Magna Cum Laude from Tulane University School of Law in New Orleans. While at Tulane, Edward was a member of Tulane’s Moot Court Board. Edward cares deeply for his clients. Edward is a tireless advocate who works hard to achieve the best results, quickly, and as cost-effectively as possible. In particular, Edward is deeply knowledgeable about issues relating to real estate. Edward also maintains an oil and gas practice, focusing on real estate transactions and associated litigation in Texas, Louisiana, and New Mexico. In addition to supporting oil and gas operators, Edward regularly helps heirs settle royalty ownership issues in Texas, Louisiana, and New Mexico. Edward is admitted to practice law in Texas, Louisiana, North Dakota, and New Mexico. Finally, Edward is an Eagle Scout, President of his Homeowner Association, and serves as the President of the La Salle #3 Municipal Utility District.
Riham Chahine
Delvin Thurman
CAMS
Continental Resources Inc
Alissa Clark Devon Energy
Paul Strickland Hargrove, Smelley & Strickland
Presenters Wednesday, Thursday & Friday
Paul A. Strickland is a shareholder in the Shreveport law firm of Hargrove, Smelley & Strickland. He has forty years of experience in oil and gas title examination and oil and
Jack Wilhelm Wilhelm Law Firm
Jack Wilhelm is an Austin, Texas, attorney. Jack focuses his practice on oil and gas law, oil and gas title real estate and title examinations, representation of oil and gas operators before the Railroad Commission of Texas and the Texas General Land Office,
gas contract matters. He received a Bachelor’s Degree from Louisiana State University in 1977, and a Law Degree from the LSU Law Center in 1980. He served as a law clerk for one year with the Louisiana Second Circuit Court of Appeal. He is a member of the Shreveport Bar Association and the Louisiana Bar Association. He is also a member of the Louisiana Mineral Law Institute Advisory Council and the Ark-LaTex Association for Professional Landmen, where he served as Education Chairman. He also served on the Mineral Law-Unsolicited Offers Committee of the Louisiana Law Institute. He is a frequent lecturer on oil and gas topics and presented several papers to the
and state taxation issues before the Texas Comptroller of Public Accounts. Jack’s oil and gas clients include Fortune 500 oil and gas companies, privately-owned oil and gas independents, and sophisticated landowners. In addition to his Juris Doctorate degree, Jack holds a Masters of Energy and Environmental Law from Tulane
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midstream, pipeline, and refining companies on a range of large and small disputes that can disrupt operations or the bottom line. Matt helps clients evaluate risks, costs, and operational impacts of litigation to develop efficient solutions that meet their business objectives. Matt has decades of experience successfully defending numerous royalty class actions in state and federal courts throughout the country, protecting the financial interests of producers and working interest owners. He also helps companies in the industry navigate virtually all disputes that can interfere with operations at every stage of the production transportation-processing/refining lifecycle. In addition, Matt handles environmental litigation involving spills, surface damage, contamination, nuisance claims, and class actions for several industries, including oil and gas companies, waste management companies, rendering companies, and other natural resources and agricultural companies. Matt works remotely in Kansas City, Kansas
Louisiana Mineral Law Institute, the National Association of Division Order Analysts, the National Association of Lease and Title Analysts and various landman associations in the State of Louisiana and in the State of Texas. He has also been an instructor at Louisiana State University in Shreveport and at Centenary College in Shreveport. Jenae Allert The Title Law Group PLLC
Jenae Allert is an experienced energy attorney focused on facilitating oil and gas operators through Ohio’s Unitization Process under O.R.C. 1509.28. She provides legal assistance and problem-solving to developers through the substantive stages of operations from lease
acquisition, title opinion issuance through application preparation and representation for Division Hearings. Outside of the oil & gas space, Jenae also provides title and transactional support for solar developers to draft and negotiate lease agreements, asset purchase agreements, and title opinions related to solar development..
Will Crowther Holland & Hart LP
Judy Moreland
Will supports clients in environmental and infrastructure litigation and project development in Alaska. Will serves clients in complex commercial disputes in the mining, oil and gas, and environmental
Judy Moreland retired as Land Administration Manager at Concho Resources in June 2020 after a 45-year career in Division Orders and Land. Judy served eight years on the NADOA Board and held every office including President in 2008.
remediation space. This work has included defending environmental response and cleanup actions, complex mining disputes, and oil and gas lease litigations. Will’s oil and gas work, grounded in his background in geology, extends across Alaska’s North Slope and Cook Inlet, and involves both regulatory work and commercial litigation.
Following her retirement from oil and gas, Judy started a day program for special needs adults in Midland. She has stepped down as full-time Executive Director but continues to volunteer with Friendship House.
Melissa Gardner Ball Morse Lowe LLC
Lyle B Brown Steptoe & Johnson PLLC
Melissa R. Gardner represents clients in the area of oil and gas law, with an emphasis on oil and gas title opinions, mineral management, due diligence, and curative work. Prior to joining the Title Law Group, Melissa worked in-house at a
Lyle Brown focuses his practice on repre- senting large oil and gas producers in state and federal court litigation throughout the Utica Shale counties of eastern Ohio. Lyle helps producers protect their assets in
Fortune 500 Oil and Gas company and as a shareholder at a private, full- service law firm in Oklahoma City. Melissa has served clients in Oklahoma, Texas, and North Dakota. Melissa was born and raised in Empire, Oklahoma. She now lives in Oklahoma City and enjoys exploring all the community has to offer.
lawsuits and appeals involving mineral title issues, the Dormant Mineral Act, lease and royalty disputes, mortgage and tax fore- closures, and lessor bankruptcies. If he were not an attorney, Lyle would be a police detective or forensic scientist. He applies that same mentality when extracting and analyzing key facts from voluminous data or documents in a timely manner. He most en- joys turning a challenging set of facts into concise, persuasive le- gal arguments to advance and win cases for his clients. Lyle also draws upon his diverse background in business litigation, which spans commercial disputes, administrative agency appeals, and long-term care and probate litigation. Lyle is an Eagle Scout, Rotarian, law school moot court coach, and devoted sports dad.
Matthew Salzman Holland & Hart LP
Oil and gas and other companies rely on Matt to handle royalty, operational, and environmental disputes so they can focus on efficiently running their business. Known for his industry-savvy counsel, Matt is a trusted advisor to exploration and production,
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The Art and Science of Deception and Inspector Safety—and teaches those courses around the country as well. Mr. Freeman is also President and owner of Trilogy Financial Solutions, LLC—an Investment Adviser registered with the Oklahoma Department of Securities—and is a financial counselor trained and certified by nationally-known author and radio talk show host Dave Ramsey. He maintains his law enforcement skills and training as a reserve deputy for the Cleveland County Sheriff’s Office. In what little free time he has, he enjoys travelling, learning other languages, and learning and playing piano.
Diana S Prulhiere Steptoe & Johnson PLLC
Diana Prulhiere focuses her practice on energy, mineral, and natural resources law, with an emphasis on title, due diligence, transactional, and regulatory matters. At the center of a multi-specialty and geographically diverse team of lawyers,
Diana cut her teeth during the Marcellus Shale energy boom, learning the energy industry at the foundational level of abstracting and drafting complex title opinions. She appreciates the puzzle pieces that must fit together in order to confirm ownership of coal, oil, gas, mineral, and leasehold assets, and understands that, within the framework of multi-million-dollar transactions, incorrect and inaccurate title means real money and can lead to future litigation. Known by her clients and colleagues as a hard worker and effective communicator, Diana is often sought out to manage projects and maintain contact with clients.
Chris Ayres Chesapeake Energy Corporation
Chris Ayres joined Chesapeake Energy in 2022 as Vice President, Investor Relations and Treasurer, where he oversees the company’s investor engagement, communications and corporate treasury
Michael Freeman The Verbal Judo Institute Inc.
functions, including capital raising, cash management and hedging. Before joining Chesapeake, Chris spent time as a mergers and acquisitions investment banker at Evercore in Houston, London and Dubai, advising public energy companies. Chris attended the University of Oklahoma, receiving a Bachelor of Science in Petroleum Engineering.
Michael Freeman works for the Oklahoma Department of Environmental Quality. He graduated from the University of Illinois at Urbana-Champaign in 1993 with a bachelor’s degree in Psychology and was
Pamela Wentz Georgeson LLC
hired by the DEQ in September of 1994 as a regulatory inspector in the Hazardous Waste program. Mr. Freeman helped build the agency’s criminal investigation program a few years thereafter and became its first commissioned law enforcement officer. He spent almost 24 years in that position before transferring to the Land Protection Division in 2022. Mr. Freeman’s investigations have resulted in a variety of successful state and federal criminal prosecutions, ranging from minor infractions such as waste tire violations to major cases involving illegal disposal of hazardous waste, bribery, and conspiracy to defraud the United States Government. He represented Oklahoma on the Executive Committee of the Midwest Environmental Enforcement Association (MEEA) for 20 years until it formally ceased operations in 2019, and he served 2 terms in each of the positions of Secretary, Vice-chairman, and Chairman in that organization. He now serves as an Oklahoma representative to the Western States Project (WSP), a similar environmental enforcement organization. Mr. Freeman holds an Advanced Law Enforcement certification from the Oklahoma Council on Law Enforcement Education and Training, and has specialized training in computer forensics and civil rights investigations. He has taught environmental crime investigation techniques and principals to thousands of officers in Oklahoma and elsewhere and is the founding President of the Oklahoma Environmental Crime Investigators Association. Mr. Freeman is a Certified Verbal Judo® instructor and has taught over 140 courses in 32 states and 2 Canadian provinces; additionally, he has authored two other training courses for regulatory inspectors—
As the National Practice Leader for the unclaimed property consulting practice, Pam is responsible for business development and the management and delivery of consulting services. Pam brings over 25
years of diverse and extensive experience to clients of Georgeson’s unclaimed asset services. Pam has technical expertise and experience in a broad range of industries. Prior to joining Georgeson, she served as a director in an unclaimed property consulting practice, where she was responsible for providing project oversight and assisting with staff development and training. In addition, Pam served in leadership roles as a subject matter specialist in various aspects of unclaimed property consulting, including audit assistance, state voluntary disclosure assistance, risk assessments, and policy and procedures development. Pam has been a featured speaker on the topic of unclaimed property at numerous conferences and has authored articles for trade association magazines and publications. She is also a member of the Unclaimed Property Professionals Organization (UPPO) and currently serves as a member of the Conference and Seminars Committee. She also serves as co-chair of the STA Unclaimed Property Committee. Pam is a certified fraud examiner (CFE) and member of the Association of Certified Fraud Examiners. She graduated from Mount Marty College with a B.A. in Accounting and received an MBA from the University of Mary.
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Meghan Hartley Georgeson LLC
Nick Watkins EQV Resources, LLC
Meghan Hartley, Unclaimed Property Con- sulting Senior Manager. Meghan is responsible for leading Consulting Practice client engage- ments. Her expertise allows her to perform data analyses, conduct interviews and track
Nick Watkins is the Land Manager at EQV Resources in Oklahoma City. He has over twenty-three years of experience in the oil and gas industry working multiple basins across the United States. Nick started as a Field Landman
state laws and regulations in order to provide companies with audit and state voluntary disclosure assistance, risk assessments and the de- velopment of policies and procedures. Meghan is a certified fraud examiner (CFE) and project management professional (PMP). She is a member of the Unclaimed Property Professionals Organization and Association of Certified Fraud Examiners.
working in Oklahoma, Texas, and Kansas before going in-house for Bays Exploration, Inc. in 2005. In 2007, he joined Chesapeake Energy Corporation where he would eventually become the Land Manager of the Rockies Business Unit. After an eleven-year stint at Chesapeake, Nick became the Operations Manager for MidCon Land Services and would later join RKI Energy Resources as a Senior Landman in late 2019. In January, Nick joined EQV as the Land Manager overseeing multiple assets in Wyoming and Texas. While he has worked as a Field and Operations Landman, in A&D and in Exploration, he specializes in federal leases, federal units, and surface. Nick is a member of OCAPL and AAPL, serving as President of OCAPL in 2016. He is currently the Co-Chair of the Majors Mentoring Program at the University of Oklahoma. He was awarded OCAPL’s Landman of the Year in 2018. Outside of the Energy Industry, Nick’s finances and time are dedicated to his two daughters’ softball careers and college education.
Shalynne Jackson Sonder Strategies
Shalynne Jackson is the Founder and Princi- pal Strategist of Sonder Strategies, a consult- ing firm dedicated to strengthening work- place culture by enhancing the employee experience. With a strong commitment
to equity, Shalynne brings extensive experience in implementing diversity, equity, and inclusion (DEI) strategies across diverse in- dustries—from Fortune 500 corporations to local government and nonprofits. Notably, in 2021 she became the first Chief Equity Of- ficer in one of the nation’s largest City municipalities. Her impactful contributions extend beyond consulting. Shalynne currently serves as the Membership Chair for SHRM’s Oklahoma Human Resourc- es State Council (OKHR) and is a member of Schnake Turnbo Franks’ I&D Advisory Committee. Additionally, she plays a vital role on the board of ReMerge, a comprehensive diversion program. Shalynne is recognized as a 2024 Oklahoma Magazine 40 Under 40 honoree. In 2023, Shalynne’s outstanding work earned her recog- nition as a Notable DEI Leader by 405 Business Magazine and as one of the Metro’s Most Influential Leaders. She holds a Master of Human Relations degree from The University of Oklahoma and is a qualified administrator for the Intercultural Development Inven- tory (IDI), a cross-cultural assessment of intercultural competence.
Demetri Economou Kane Russell Coleman Logan PC
Demetri Economou has over a decade of high-stakes oil and gas experience and currently co-chairs KRCL’s Energy, Oil & Gas Practice Group. Demetri is regularly
on the front lines of disputes, both before and during litigation, and is a certified mediator. With over 12 years advising general counsel and business leaders in the energy industry, Demetri brings the experience and resolve necessary to meet any legal challenge. He provides trusted advice to KRCL’s upstream, midstream and oilfield services clients, including in high-dollar royalty litigation and cases involving lease and deed interpreta- tion, surface use, midstream and services contracts, and oilfield trade secrets, including both trial and appellate work. Demetri and the KRCL energy team regularly speak on cutting-edge en- ergy law issues throughout Texas. Demetri is also a founding member of the Energy Mediation Center, which specializes in alternative dispute resolution for the energy industry. There, he focuses on “Mediation 2.0”: a faster, business-forward alterna- tive to traditional mediation.
Matthew Schlensker Steptoe & Johnson PLLC
Matt Schlensker focuses his practice in the areas of mineral title and energy law. He has extensive experience in drafting title opinions, division orders, and limited acquisition title opinions. He has handled various complex oil and gas title issues, and has analyzed and interpreted deeds,
contracts, agreements, assignments, and other title instruments affecting surface and mineral estates, royalty interests, and developmental interests.
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but mostly as a Division Order Analyst. Her career started with Calpine Natural Gas, then moving further north, closer to home, she spent 15 years in The Woodlands area working for Anadarko Petroleum and Newfield Exploration. In 2014, she finally took and passed the CDOA exam and hasn’t looked back. In between accruing 25 plus years of experience in the Oil and Gas industry, she’s been busy both raising a family and dedicating extra time to professional organizations that benefit DOA’s, including HADOA and NADOA. Stephanie is currently employed with Steptoe & Johnson’s Land Administration group, assisting with any DOA tasks as needed for clients. Stephanie has served on the HADOA and NADOA Board of Directors and regularly volunteers time on the NADOA Institute Committee, in multiple capacities. Stephanie has a large range of skills for everything related to Land Administration. She is especially fond of serving on the NADOA Institute Committee and CDOA Committee, assisting CDOA’s and NADOA members to keep up with continuing education in the industry.
Timothy Dowd Elias, Books, & Brown
Timothy C. Dowd is an attorney with Elias, Books, Brown & Nelson, P.C., in Oklahoma City, Oklahoma. Mr. Dowd’s primary area of practice is title law, including the rendering of title opinions. He is a past President of the Oklahoma
City Mineral Lawyers Society (1996-97) and is past Chairperson of the Oklahoma Bar Association Mineral Law Section (2005- 06). Mr. Dowd is admitted to practice in the states of North Dakota, Oklahoma, West Virginia, and New Mexico. Mr. Dowd is the author of the Oklahoma chapter of AAPL’s Nationwide Comparison of Laws on Leasing, Exploration and Production (2011) and the chapter on Oil and Gas Titles in West Publishing Company’s Oklahoma Real Estate Forms and Practice. Mr. Dowd has written numerous articles for publication.
Lyndi Zavy River & Roads Organizational Development Lyndi Zavy, MA, PHR has fifteen years of ex- perience in Human Resources and Operations, including serving as the COO of a healthcare organization and now as the founder of Rivers
Stephan Spencer PAK Energy
Stephan Spencer is a graduate of the University of Memphis with a Bachelor’s Degree in Mathematics and Physics as well as a graduate of the University of Missouri- Columbia with a Master’s Degree in
& Roads Organizational Development. She holds a BA in Psychology and a MA in Industrial and Organizational Psychology, and a profes- sional HR certification. She is active in her community and serves on several non-profit boards and committees. She and her husband have two busy children, a beloved rescue dog, and a leopard gecko.
applied Mathematics. Following graduate school, Stephan began his career as a Title Landman at Chesapeake Energy working in many states including Pennsylvania and Ohio title. Stephan was moved to the Division Order department in 2013 working primarily in Pennsylvania Division Orders. While working in the Division Order Department, Stephan became very familiar with the accounting departments and marketing departments regarding the setup of decks and how that information is utilized throughout the marketing process. Also, while in Division Orders, Stephan earned his CDOA. Stephan was moved to the Land Administration data team and eventually the Land data team where he served as a data analyst focusing on data integrity, acquisitions and divestitures, and building stronger relationships with outside departments. In 2019, he moved into a role as a data scientist due to his knowledge of land and land administration data and how that data could be used for actionable intelligence throughout the company. In 2021, Stephan accepted a role at Land Information Services, which later became PakEnergy, where he has served as a Data Analyst responsible for data integrations, database development, and database administration in the company’s Land product line.
Shellie Mersiovsky Enverus
Shellie Mersiovsky is a self-proclaimed “oilfield brat”. She was raised running tools and pipe to rig sites with her dad who worked in the field for Schlumberger. She left Midland, TX after graduating High School to pursue her college degree in Psychology at Liberty University,
where she graduated in 2005. She entered the Oil and Gas industry in 2009, turning her natural talents for customer service into a career working with royalty owners through Enverus’ Owner Relations suite of services inclusive of EnergyLink, Owner Support (Call Center) and Print & Mail services. Her career has included assisting royalty owners over the phone, managing a team of agents supporting over 30 operators’ royalty owners and recently moved to a commercial role at Enverus where she helps operators identify lapses in efficiency and identify solutions accordingly. She is passionate about creating efficient solutions that solve everyday time management problems and inefficient processes allowing her clients the ability to focus their time and resources on higher level tasks. In her free time, she enjoys reading, embroidering and public speaking on her personal transformation through trauma. Shellie was recently married, and she resides in Tyler, TX with her husband Steven and their two children Emma and Jackson.
Stephanie D. Moore CDOA Steptoe & Johnson PLLC
Stephanie D. Moore, CDOA, current Chair of the NADOA CDOA Committee, has more than 25 years of experience working with Land Administration in various capacities,
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