Event Details

Petroleum and Natural Gas CE/T Standards Symposium

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Hilton Post Oak, Houston, Texas USA

September 12, 2018

8:00 am–5:00 pm CDT

IACET announces the first Petroleum and Natural Gas (PNG) Continuing Education and Training Standards Symposium to be held on Wednesday, September 12, 2018, at the Hilton Post Oak Hotel in Houston, Texas, USA. The IACET Petroleum and Natural Gas Continuing Education and Training Standards (CE/T) Symposium is brought to you by the IACET Petroleum and Natural Gas Advisory Board.   

Learn about more about:

The symposium is designed to promote high-quality continuing education and training standards for one of the most important and dangerous industries in the world. Those attending the symposium will:

  • Identify the reasons for maintaining high CE/T standards.
  • Hear from industry leaders about strategies they have used to raise standards and control costs.
  • Learn how to establish a return on investment from the world's leading expert on training ROI.
  • Learn to deploy research-backed learning strategies for engineers and field workers.  
  • Learn how the Petroleum and Natural Gas Addendum to the ANSI/IACET 1-2018 Standard for Continuing Education and Training strengthens quality and addresses other industry requirements.
  • Develop new strategies for raising the bar with existing resources.
  • See exemplary training programs as part of the PNG Exemplar Continuing Education and Training Award.  Nominate your CE/T program/course now.

The Symposium is designed for leaders of all levels within the organization who need a vision, strategies, tactics and new ideas for how to improve quality CE/T within the organization.

Why attend the 2018 Petroleum and Natural Gas (PNG) CE/T Symposium?

Consider the need for higher education, training and competency standards in PNG:

  • Lack of quality training is the #1 cause for non-productive time (NPT) - billions of dollars of loss per year. Service companies must comply with a mandatory requirement for SEMS (30CFR, 250); API Spec Q1, and API Spec Q2, among others.
  • Lack of quality training is the #2 cause for all incident investigations for upstream services.
  • Lack of quality training is the #1 concern as the industry recovers. 2014 to Present - industry has experienced a 300,000 reduction in its workforce.
  • Improving training ranks among the top two opportunities for improving efficiencies and reducing costs.
  • Training is mandated by operators internationally.

Source: IACET Petroleum and Natural Gas Advisory Board

IACET PNG Symposium will help small, medium and large organizations align with high standards that will keep their organizations and people safe and productive. In addition, the symposium planners are working to ensure the day is interactive and engaging.  There will be value to being onsite for this exciting first event.

Register NOW as space is limited.  Early bird registration rates and discounts for multiple attendees per company are available.

Tentative Schedule 

Start Time End Time   Speaker
8:00 AM 8:30 AM Registration and Continental Networking Breakfast  
8:30 AM 9:00 AM Welcome from IACET Chairman and CEO
Session outcomes: outline the purpose of IACET involvement in the PNG. Introduce the PNG Advisory Board, Outline the work of the PNG Advisory Board.
Peter Finn, IACET Chairman
Joe McClary, IACET CEO
9:00 AM 9:20 AM

Importance of Training Standards in PNG Industry

Description: This session will explore the driving factors behind the need for quality CE/T standards.
Session outcomes: Emphasize the importance of PNG training standards, identify the implications of low standards.

Dr. Alton Payne, Chief, Standards Development
Bureau of Safety and Environmental Enforcement
9:20 AM 10:00 AM

Industry Panel  -  Keys to Implementing CE/T Standards in PNG

Description: A distinguished panel of PNG experts will each present tips on how their organizations ensure quality in their CE/T programs and will share non-proprietary best practices.  The panel will also take questions from the audience and respond to poll questions answered by the audience.

Specific topics will include: Strategies for promoting the need for training standards to management, methods for ROI calculation, strategies for implementing standards, and the benefits of standardizing training.

Marie Martin, Chevron,
David Villarreal, Parker Drilling, Tye Beard, ASTM, others TBA
10:00 AM 10:15 AM BREAK  
10:15 AM 11:15 AM

PART I - Introduction of the ANSI/IACET 1-2018 Standard for Continuing Education and Training with Petroleum and Natural Gas Addendum .

Description: This session will provide an overview of industry training training standards. 
Session Outcomes: Attendees will be introduced to the 2018 1-ANSI/IACET 1-CE/T Standard and PNG Addendum; distinguish how the PNG addendum strengthens the Standard; develop questions on how the PNG addendum can be applied and map IACET and PNG Addendum Standards to other training related industry standards.

Bryan Wollam
11:15 AM 12:00 PM PART II - IACET Standard and Addendum Q and A with IACET PNG Panel
Description: This activity will leverage the collective knowledge of attendees to reinforce learning.  It will also provide a collaborative networking experience where attendees can share their insights and garner new learning from other attendees. Groups will develop questions for the speaker and/or panelists based upon the previous presentation.
PNG Chair, Co-chair, David von Glahn, ASTM, Nuria Castellanos, TechnipFMC and several additional PNG Advisory Board members
12:00 PM 1:15 PM

IACET PNG AWARD's LUNCHEON - Presentation of the IACET PNG Exemplar Training Organization  Awardee Presentation, Distinguished Service Award - NOMINATE A COURSE/PROGRAM NOW!
Award winners will be presented in Houston and given a chance to showcase their accomplishment Deadline - July 31st.

1:15 PM 2:15 PM

Learner Preferences for Continuing Engineering Education in PNG

Description: Based on research conducted by the John Zink Institute (JZI), operators and engineers have different learning preferences than the average population. These research-based preferences suggest training materials and presentations should be designed appropriately for the learner. Unfortunately, this is often not the case. This presentation will address the research which was conducted with workers in the oil and gas industry.  It will also present examples from the oil and gas industry of recommended training content designed for operators and engineers. 


  • Introduction
  • Learner Preferences
  • Learner Preference Research for Operators & Engineers in O&G
  • O&G Training Content Examples
  • Recommendations


At the end of this presentation, participants should be able to:

  • Describe the (3) learning strategy preferences and (3) categories of verbal-visual preferences
  • Discuss how operators’ and engineers’ learning strategy and verbal-visual preferences differ from the general population
  • List typical types of multimedia that could be used in training
  • Design presentations specifically for operators and engineers
Dr. Charles Baukal, Ph.D.
2:15 PM 3:15 PM Show Me the Money: Demonstrating the ROI of Training Programs

Description: Training professionals in the PNG industry are constantly being asked to do more with less.  In addition, training is one of the first things to get cut during organizational belt tightening. Dr. Patti Phillips is President of ROI Institute and is one of the globe's most distinguished experts on calculating the return on investment of training programs. She will also provide special insights for ROI calculation in the PNG industry.


  • learn how to calculate the ROI for training interventions,
  • Identify common pitfalls in calculating ROI and how to avoid them,
  • use best practices for isolating program effects and converting measures to money.
Dr. Patti Phillips
3:15 AM 3:30 PM BREAK  
3:30 PM 4:30 PM Group Discussions and speaker Q and A 
Bring your challenges and questions. This activity will leverage the collective knowledge of attendees to reinforce learning.  It will also provide a collaborative networking experience where attendees can share their insights and garner new learning from other attendees. Groups will develop questions for the speaker and/or panelists.
4:30 PM 4:45 PM

Closing Remarks - How to get involved.

The future of CE/T Standards in PNG and global trends in continuing education and training.

Bryan Wollam, Joe McClary
SPECIAL RATE FOR MULTIPLE ATTENDEES FROM THE SAME ORGANIZATION - Does your organization want to send more than one person?  If so, send two at the regular price, and get a third and fourth registration for only $250.00 each. Email info@iacet.org with the name of your organization along with the names and email addresses of those you would like to attend. IACET will email you an invoice that you can pay with check or credit card.
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Bryan Wollam

Bryan Wollam is one of the world's most respected professionals in the Petroleum & Natural Gas Industry, known for his unmatched track record of success, desire for winning, partnerships, value propositions for clients, passion to improve the industry and drive to make the world a better place. He is an accomplished professional with broad experience and recognition in operational excellence, quality, reliability, and HSE in multiple industries. He has expertise in leading organizational transformation resulting in profitability and shareholder value. He is also known as a distinguished speaker, effective communicator and trusted advisor to all segments of the petroleum & natural gas industry. In his 24 years in the industry, he served in leadership positions for Halliburton and Weatherford and as CEO for Wollam Groups, working with more than a hundred of the world's most successful oil and gas companies. He supports professional Trade Organizations (API, IADC, IACET, IME) and has worked with US Government Entities (BSEE, OHSA, DHS, EPA, DOT, BATFE) over his career.  

Patti Phillips

Dr. Patti Phillips is president and CEO of the ROI Institute, Inc., the leading source of ROI competency building, implementation support, networking, and research. A renowned leader in measurement and evaluation, she helps organizations implement the ROI Methodology in 60 countries around the world. She serves as Principal Research Fellow for The Conference Board, board member of the Center for Talent Reporting, and ATD CPLP Certification Institute Fellow. Patti also serves on the faculty of the UN System Staff College in Turin, Italy, and The University of Southern Mississippi’s PhD in Human Capital Development program. Her work has been featured on CNBC, EuroNews, and over a dozen business journals.

She, along with her husband Jack Phillips, contributes to a variety of journals and has authored a number of books on the subject of measurement, evaluation, analytics, and ROI. Titles include: Making Human Capital Analytics Work (McGraw-Hill, 2015);  Measuring the Success of Leadership Development (ATD Press, 2015); High Impact Human Capital Strategy (Amacom, 2015); Maximizing the Value of Consulting (Wiley, 2015); Performance Consulting (Berrett-Koehler, 2015); Measuring ROI in Environment, Health and Safety (Scrivener Publishing, 2014); Measuring ROI in Employee Relations and Compliance (SHRM, 2014); Measuring the Success of Learning Through Technology (ATD Press, 2014); Measuring ROI In Environment, Health and Safety (Wiley 2014); Measuring the Success of Learning through Technology (ASTD, 2014); Measuring the Success of Organization Development (ATD Press, 2013); Survey Basics (ASTD, 2013); Measuring the Success of Sales Training (ATD Press, 2013); Measuring ROI in Healthcare (McGraw-Hill, 2012); 10 Steps to Successful Business Alignment (ASTD Press, 2012); Measuring the Success of Coaching (ATD Press, 2012); The Bottomline on ROI 2nd Edition (HRDQ, 2012); Measuring Leadership Development: Quantify your Program’s Impact and ROI on Organizational Performance (McGraw-Hill, 2012); Measuring ROI in Learning and Development: Case Studies from Global Organizations (ATD , 2011); The Green Scorecard: Measuring the ROI  in Sustainability Initiatives (Nicholas Brealey, 2011); Return on Investment in Meetings and Events: Tools and Techniques to Measure the Success of All Types of Meetings and Events (Elsevier, 2008); Show Me the Money: How to Determine ROI in People, Projects, and Programs (Berrett-Koehler, 2007); The Value of Learning (Pfeiffer, 2007); Return on Investment Basics (ATD, 2005); Proving the Value of HR: How and Why to Measure ROI (SHRM, 2005); Make Training Evaluation Work (ATD, 2004); The Bottom Line on ROI (Center for Effective Performance, 2002), which won the 2003 ISPI Award of Excellence; ROI at Work (ATD, 2005); ATD In Action casebooks Measuring ROI in the Public Sector (2002); Retaining Your Best Employees (2002); Measuring Return on Investment Vol. III (2001); ASTD Infoline series, including Planning and Using Evaluation Data (2003); Managing Evaluation Shortcuts (2001); Mastering ROI (1998); and The Human Resources Scorecard: Measuring Return on Investment (Butterworth-Heinemann, 2001).


Charles Baukal

Chuck Baukal is the Director of the John Zink Institute which is part of the John Zink Company, LLC where he has been since 1998.  The Institute provides technical training to customers and employees on how to safely and efficiently use industrial combustion equipment while minimizing pollution emissions and maximizing productivity.  Dr. Baukal has over 35 years of industrial work experience and 25 years of adjunct teaching experience.  He has a Ph.D. in Mechanical Engineering from the University of Pennslvania, an Ed.D. from Oklahoma State University, and a Professional Engineering license from the state of Pennsylvania.  He is the author/editor of 13 books on industrial combustion and has written numerous other publications on engineering and engineering education.  He currently teaches as an adjunct at the University of Tulsa and at Oral Roberts University and also serves on a number of advisory boards.

Joseph McClary

Joseph McClary, Ed.S., CAE, CPLP is the Chief Executive Officer of the International Association of Continuing Education and Training (IACET).  He is also a former education consultant with extensive experience with educational standards, regulation, technology, and course delivery. Joe is an experienced adult educator and served for more than a decade as the Director of Education, Technology, and Special Projects for ARELLO (International Association of Real Estate License Law Officials).   He has worked with regulatory agencies in numerous industries and with more than 400 course providers to assist them in meeting professional education standards.  Joe also was the founding Director of The International Distance Education Certification Center’s (IDECC) and is a Certified Profesional in Learning and Performance by the Association for Talent Development. Joe has also served as an adjunct instructor of education at Faulkner University in Montgomery, Alabama.

Marie Martin

Marie has focused her career on the intersection of worker technical development, safety and risk management in the energy sector. She is both a Certified Training and Development Professional and a Certified Safety Professional with a BS degree from LSU. Additional designations include Associate of Risk Management, Associate of Loss Control Management and ASSE Executive Program in Safety Management Certificate. Marie has published in Professional Safety Journal of the American Society of Safety Engineers and has been a speaker at industry and professional conferences. She currently leads Chevron's development efforts for their health, environment and safety professionals globally as Technical Learning Manager.

David Villarreal

David Villarreal leads Parker’s global Quality, HS&E, Security and Training functions from the corporate office in Houston. He earned a B.S. degree in General Engineering from the U.S. Naval Academy and a M.A. degree in International Relations from the Fletcher School of Law and Diplomacy, Tufts University.   

David joined Parker as the Director of Quality in 2013 with more than 25 years of leadership experience, including 20 years as a U.S. Marine Corps Officer and Naval Aviator where he held roles as Director of Safety, Training & Standardization, Director of Future Operations, and Director of Anti-Terrorism Force Protection.  Prior to joining Parker, he was Chief Operating Officer at Tubal-Cain Hydraulic Solutions and Senior Manager of Rig Manufacturing at Orion Drilling.

David led the design and implementation of Parker’s Integrated Management System (IMS) which has become the backbone of Parker’s global management, safety and training standards and practices. The IMS is widely utilized and considered a competitive advantage to Parker.  David assumed his current role as Senior Director of QHSSE in early 2017, and was given the added responsibility for Technical Training & Competency in 2018. 

Tye Beard

Tye Lawson- Beard, CPLP, is the Manager of Training and eLearning at ASTM International.  ASTM’s Training department provides practical, hands-on training on the standards that most impact industry. For over 15 years Tye has worked in the Training & Development field leading high impact teams and developing engaging live, virtual and eLearning environments for corporations, customers and higher ed. Tye holds a Master’s degree in Organizational Development and a Master’s degree in Learning Technology from Drexel University. She’s a Certified Professional in Learning and Performance, CPLP, and an Adjunct Professor for Jefferson University, where she teaches Education and Management courses.    

Registration TypeAmountDates Available
Early Bird Member
This fee applies to a member who registers early.
$349.00 May 27, 2018 12:00 AM – August 10, 2018 5:00 PM
Early Bird Non-Member
This fee applies to a non-member who registers early.
$399.00 May 27, 2018 12:00 AM – August 10, 2018 5:00 PM
$399.00 August 10, 2018 5:00 PM – September 3, 2018 11:59 PM
$449.00 August 10, 2018 5:00 PM – September 3, 2018 11:59 PM
Late/Onsite Member
This fee applies to members registering after the main cut-off date or on site at the conference.
$450.00 September 4, 2018 12:00 AM – September 7, 2018 11:59 PM
Late/Onsite Non-Member
This fee applies to non-members registering after the main cut-off date or on site at the conference.
$475.00 September 4, 2018 12:00 AM – September 7, 2018 11:59 PM
You must have been confirmed as a speaker for the conference to be eligible for this rate.
$0.00 May 27, 2018 12:00 AM – September 12, 2018 12:00 AM

The symposium will be held at the Hilton Post Oak in Houston, Texas USA

Note: due to the large contingent from Houston who will be attending this symposium, IACET will not be reserving room blocks.  Those traveling in need to make their room arrangements independently.   However, IACET has arranged for group discounts if you use this link to arrange your room. https://www.hilton.com/en/hi/groups/personalized/I/IAHWSHH-IACET-20180907/index.jhtml?WT.mc_id=POG

Business Casual

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