Advanced E&P Portfolio Management

This program will present the key principles and best practices of portfolio management in the upstream (E&P) oil and gas industry. It will also examine how the downstream elements of a vertically integrated oil company can be treated in the total portfolio. The course content is equally valuable to small independents, large integrated international companies and national oil companies.

Course participants will learn about the portfolio theory along with how to incorporate the best practices in portfolio management during the upstream oil and gas business planning process.  The course will highlight a proven process and technology for portfolio management and optimization used by companies worldwide.

Participants will gain an overview of important concepts and processes for portfolio analysis, plus they will learn an easy-to-follow process for portfolio optimization to meet business unit and corporate goals. Other key concepts that will be covered are accepted portfolio management workflows to model the business and decide which wells to drill, projects to undertake, or properties to acquire.

Top Learning Objectives

  • Discover the short, medium and long-term corporate planning objectives and challenges in oil & gas companies
  • Explain how issues in the macro environment affects the projects and portfolio types of companies
  • Design a simple portfolio database and describe complex projects in a small number of objective metrics
  • Learn how to segment the portfolio into meaningful units
  • Understand and illustrate the concepts of portfolio management
  • Summarize why and how portfolios are selected
  • Illustrate and explain a two-layer process for portfolio management
  • Define the project evaluation and selection process
  • Discover the importance of project normalization and QC at the portfolio level
  • Outline an easy-to-use process for oil and gas portfolio optimization
  • Explain issues and solutions for implementing Portfolio management
  • Analyse and present critical analysis of portfolio management case studies in the oil and gas industry

Who Should Attend?

This course is specially designed for exploration and development geoscientist, E&P economists and finance staffs and E&P managers. Both technical and non-technical staff will be benefit from the concepts presented. We encourage companies to send several delegates from different functions and organizational seniority levels, we have found this is of great benefit to companies which wish to implement the concepts presented on the course.

Trainer's Background

The trainer is a highly skilled registered Petroleum Engineer with expertise in Global Training and Development with over 39 years of broad oil industry experience in a wide variety of upstream oil and gas technical and business positions. She started her career in the oil and gas industry with Mobil E&P US. She held several key positions from Production to reservoir engineering. She managed and reported company reserves. She also developed and exploited properties through application of mapping, economics, log analysis, database spreadsheet, simulation and other technology. She headed several extensive acquisitions and divesture work on non-core fields with maximum sale price. She held a variety of positions with key oil and gas companies like Pennzoil E&P, Schlumberger, National Energy Group and more.

Her training career started with Schlumberger SIS where she was the industry speaker on economics, decision and risk analysis for trade shows, conferences, forums and other industry event. She managed the US team from Shell performing customization to their corporate evergreen planning system (SPEED). She established, designed and delivered Economics& Risk, Production Engineering and Production Operation courses for Schlumberger SIS. She was the Director of Curriculum for Next where she developed and managed management Economics and Finance curricula for the company with total offerings exceeding 125 training courses and programs. She evaluated, help train and integrate the first cloud-based oil and gas simulation software acquired by the company into offered training courses.

Some of the organizations that have benefited from her courses include:

  • Gazprom
  • Sonangol
  • Pennzoil E&P
  • Schlumberger
  • Mobil
  • Shell
  • ONGC
  • National Oil Company of Kenya
  • ConocoPhillips
  • Chevron

Event Details

17th – 19th April 2019
Kuala Lumpur, Malaysia