EKTi Capabilities Statement

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EKT Interactive\'s primary mission is to enable knowledge transfer from oil & gas experts to the next generation of operators.

EKT Interactive\'s primary mission is to enable knowledge transfer from oil & gas experts to the next generation of operators.

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  • Lesson: Topic: Sub-Topic: Learning Objective:
  • The Overview of the GIS Oil and Gas Training includes: UPSTREAM – Today and tomorrow Exploration, Production & Drilling Natural Gas, Natural Gas Liquids (NGL’s) and Liquified Natural Gas (LNG) The importance of the Oilfield Services Industry Who does what – the industry participants. DOWNSTREAM – Next Week Refining Petroleum Product Marketing Transportation & Distribution Commodity Trading and Risk Management New Downstream Dimensions – Ethanol, & Biofuels
  • The Introduction to the Oil and Gas Industry Module provides a high level overview of the Oil & Gas supply chain from the original microbes that helped form the oil and gas hydrocarbons to the markets that are served today. Oil and gas companies often are categorized as operating in one (or more) of three business segments: upstream , midstream and downstream . This module provides a high-level view of the entire scope of the oil and gas industry. The scope and importance of the oilfield services industry that provides technology, engineered materials and services to the upstream industry also is discussed. To understand the business of oil and gas, it is helpful to divide the complex subject into four basic themes: reserves , production , processing and consumption. Each lesson in the module will offer more detailed explanations, i.e., various aspects of the four themes, the processes, business drivers, global trends, key industry participants and their characteristics. This module introduces the technical and commercial language, business drivers, and decision processes used around the world. A glossary has been developed to clarify the industry-specific terms used throughout the module. To learn more, the student will also have access to videos and external research resources on the E&Y Oil & Gas Global Community HomeSpace. It is important that each lesson in this module be completed in full before advancing to another lesson. Ideally, participants will take the lessons in the recommended sequence – and return to any lesson for review if needed Lesson: Introduction Topic: Module Learning Objectives Sub-Topic: Learning Objective:
  • Lesson: Topic: Sub-Topic: Learning Objective:


  • 1. Capabilities Statement
  • 2. Outline
      • Mission and heritage of EKT Interactive, Inc .
      • EKTinteractive.net – a custom delivery capability
      • Client comments and endorsements
      • EKT Interactive, Inc . curriculum scope & primary audiences
      • Current modules, outlines & lesson structure
      • Web prototype features
      • Investment stages for effective web delivery
      • Next steps
    • Appendices:
      • Management team resumes and experience
      • Representative curriculum development citations
  • 3. EKT Interactive, Inc.
      • Our primary mission is to enable knowledge transfer from oil & gas experts to the next generation(s), using:
        • Adult learning techniques that maximize retention
        • Fact-based industry content - with explanatory charts and graphs
        • Interactive instructor and web delivery formats to keep students attention
        • Web applications that closely match the effectiveness of the classroom
        • Social network technologies to leverage the class community
        • Routine updates to incorporate lessons learned and improve content
  • 4. EKT Interactive, Inc.
      • A Texas corporation
      • Leverages heritage of EDI Plus, Inc. client engagements
      • Global oil & gas consulting and training projects since 1986
      • Senior management team, experienced in:
        • Oil & gas industry operations
        • Instructional design
        • Instructor-led and web content delivery
        • Curriculum development
        • Corporate learning management systems (LMS)
    Company heritage…
  • 5. EKTinteractive.net Offers clients a customized & secure learning intranet… Client controls all access Each class is a separate community Capture & exchange lessons-learned “ Ask the expert” capability Chat rooms and Facebook Twitter and Instant Messenger Upstream, Midstream and Downstream Content Community Collaboration Maximizing student retention by delivering the effective intersection of:
  • 6. Client Comments & Endorsements
    • Major Oil Company – IT New Hire class 2009/10… “I learned a lot today. Good knowledge across downstream. Class projects and working problems helps a lot”.
    • Major Oil Company – Finance Experienced Hire class 2007… “Very helpful…. Will make my next refinery trip much more valuable. Instructor very knowledgeable about current oil markets and strategies”.
    • Big 4 Audit Firm 2009… “Presenter knowledge of oil business valuable. Good techniques to keep audience engaged and good class exercises. Great knowledge of the industry and real-life examples”.
    • Big 4 Audit Firm 2008… “Had a lot of quantitative and qualitative data about each industry segment. Knowledgeable, good style and great background for topics”.
    Translating years of effective classroom delivery to web format…
  • 7. EKT Interactive Curriculum Scope Upstream Exploration Production Oilfield Services Industry Drilling Trading & Risk Management LNG “ Microbes to Markets” Industry Concepts and Themes Comprehensive and consistent coverage across oil & gas operations… Midstream Midstream Refining Marketing Downstream
  • 8. Curriculum Audience
      • Oil, gas and oilfield service industry new hires – The curriculum provides a comprehensive, cost-effective introduction to the basics of the oil & gas industry, the key business drivers, trends and basic terminology. This reduces the time and cost of operating management in on-boarding new staff.
      • Staff on rotational assignments as careers progress – Bi-annual updates of the curriculum, and web access, provides a convenient refresher option as staff move across departments and functions.
      • Support staff critical to effective operations – The basics of the oil & gas industry should be understood by all IT, finance, legal, HR and procurement staff dealing with operations, to prevent inadvertent mistakes that can put the company at risk. For example, wrongful import or export declaration documents for technical equipment and components can lead to fines, delays and penalties at any international border crossing.
    Three primary applications of the EKT Interactive curriculum…
  • 9. Current Modules
    • A. Oil & Gas Introduction – includes supply/demand factors affecting the industry through 2030 and the future role of key participants.
    • B. Prospecting, Exploration & Evaluation – includes a discussion of the Geophysical - Seismic industry.
    • C. Drilling and Completions – includes rig selection and the downhole Technical Services industry.
    • D. Production – includes a discussion of the Offshore and Sub-sea Equipment industry.
    • E. Natural Gas and LNG – includes US/global pipeline operations.
    • F. Refining Operations – focused on operations, not chemistry.
    • G. Supply, Trading, Transportation and Risk Management – covers physical trading, hedging strategies and derivatives.
    • H. Product Marketing – includes both Wholesale and Retail market challenges.
    Eight module workbooks available for client customization, including… All modules are “normalized” to make students comfortable with the pace of delivery
  • 10. Module Outlines Key concepts guiding the module structure… Content focus is business operations and finance processes, key terminology and definitions and explanations of appropriate global business drivers.   Current workbook design is easily customized, and has extensive text supported by charts, graphs, videos and images - easily adapted to global web delivery. Three downstream operations web prototypes have been developed. Upstream Midstream Downstream Reserves Production Consumption Processing
  • 11. Lesson Structure
    • 1. Introduction and historical perspective.
    • 2. The fundamentals – What background information is needed to understand the key module content? For example, in Refining, it is "What is crude oil?"
    • 3. The key content – Again in Refining, the key chemical processes and products are described.
    • 4. Business drivers – The way an oil & gas management team looks at this business segment.
    • 5. Business processes – The way companies manage risk and the business decisions used to conduct the technical and commercial operations.
    • 6. Global trends – Those economic and technical factors affecting the business in the future.
    • 7. References and websites for use by the student.
    • 8. An extensive Glossary of Terms.
    Eight lessons in each module include…
  • 12. 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 Know” options
      • Searchable Glossary
    Web demonstrations available for downstream operations… Representative web examples are available with secure access on: EKTinteractive.net
  • 13. Investment Stages for Effective Web Delivery As expected, sophistication costs money… Level of Sophistication Development cost $ / minute of delivery
      • Rapid prototyping
      • Rich content
      • Interactive development
      • Designed for customization
      • Interactive presentation
      • Animated charts/graphs/diagrams
      • Narration & video
      • Frequent quizzing to reinforce learning
      • Glossary of Terms
      • Coded Flash programs
      • Custom video
      • CAD / CAM animations
      • Studio quality narration
      • Static slide presentation
      • No animation
      • No narration
      • Fixed navigation
      • Static Text Environment
    Highly Interactive Video
  • 14. Thanks for Your Time Next Steps Open discussion Management Team Profiles and Citations Attached
  • 15. Marty Stetzer
    • Marty Stetzer is President of EKT Interactive, Inc , in Houston, Texas.
    • His teams have been providing a variety of consulting services to US and international oil and gas companies since 1986.
    • Mr. Stetzer’s oil & gas career included 18 years of management experience with Schlumberger, Superior Oil-Mobil, Wilson Industries and Exxon, in a variety of USA and international assignments.
    • Marty also has13 years of energy consulting experience with PricewaterhouseCoopers. He has worked with numerous national and international oil & gas company managements to help improve business performance across upstream, midstream and downstream operations. He has managed major projects in the USA, Middle East, Russia, India and Europe.
    • Marty has a BSME from Kettering Institute in Michigan, and a MBA from Carnegie Mellon, in Pittsburgh, Pennsylvania. He is active in the Society of Petroleum Engineers and often presents at other industry forums.
    Oil & gas industry, instructional design-delivery…
  • 16. Dick Ghiselin
    • Dick Ghiselin is the EKT 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.
    • Mr. Ghiselin’s oil & gas career included 30+ years of management experience with Schlumberger in a variety of international assignments. His instructor-led oilfield on-boarding program is used today for all Schlumberger new hires to help them quickly become productive in delivering a variety of Schlumberger’s technical services.
    • Dick 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 marketing communications campaigns, new business development, market research, brand repositioning, corporate identity and crisis communications.
    • Dick 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.
    Oil & gas industry, upstream content expert and editor…
  • 17. James P Langley
    • Mr. Langley is a Senior Associate of EKT Interactive, Inc based in Houston, Texas. His independent consulting practice 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 & Webster Management Consultants. Prior to Stone & Webster he was Director of Energy Consulting for PricewaterhouseCoopers, as a subject matter expert on downstream and industry issues. In that role he led client projects in South America, Europe, Russia and Asia.
    • Jim has 20 years oil & gas experience with Gulf Oil-Chevron, BP North America and the Permian Corporation. Jim’s operational experience is in refining, crude supply and trading and shipping, capital and strategic planning and plant economics.
    • At the University of Texas at Dallas, Mr. Langley teaches the annual refinery operations, economics and risk management session called “Advanced International Oil and Gas Accounting and Finance Program” -- offered to mid-level international oil and gas executives.
    • Jim’s undergraduate degree is in Chemical Engineering from Arkansas and his MBA is from the University of Houston.
    Oil & gas industry, construction and consulting…
  • 18. John P. Fillo, Ph.D., CPEA
    • Dr. John Fillo, is a Senior Associate of EKT Interactive, Inc based in Pittsburgh, PA has over 30 years of global assignments in the assessment, design and implementation enterprise EHS compliance and risk management programs.
        • His career emphasis in energy includes: oil and gas exploration/production, gas supply/power generation and T&D, 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&D.
        • Dr. Fillo has a long history of developing and delivering presentations and training on topics of EHS management. He has presented to The Conference Board Health & Safety (H&S) Council and Auditing Roundtable on strategic improvement of H&S organizations; to NAEM and Duquesne University on enterprise-wide H&S risk management; and for an oil & gas service company training program, he provided training on H&S compliance at the NY State Pathway to Compliance program with the Center for Energy Technology.
        • He has his Ph.D. and ME in Chemical Engineering from Carnegie-Mellon in Pittsburgh, PA and his BE in CEng. from Pratt Institute in Brooklyn, NY.
        • John is a Certified Professional Environmental Auditor. John is a Director on the Pennsylvania Resources Council Board, and is on the Nominating/Board Development, Strategy and Program Committees.
    Oil & gas industry, environmental, health & safety expert…
  • 19. Jim Hoffman
    • Jim Hoffman is a Senior Associate of EKT Interactive, Inc . responsible for curriculum in oil & gas land, accounting and finance, based in Dallas, 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 Data Systems, PricewaterhouseCoopers (PwC) and Oracle Energy.
    • His “Intro to Upstream” classroom program has been conducted with hundreds of oil and gas companies, from small independents through super-majors. His widely attended “Land for non-Landmen” class was developed at XTO and Devon. He has also developed and taught “Production Measurement and Allocation”, “Oil & Gas Finance and Accounting for non-Accountants” and “Upstream Office Information 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 Investor and the Petroleum Accounting and Financial Management Journal.
    • Jim has a BS, in Systems Science (Electrical Engineering) from Michigan State University.
    Oil & gas land, accounting & finance curriculum expert…
  • 20. Joe Browne
    • Joe Browne is Director of Development of EKT 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 IT, training and employee development, in support of ExxonMobil’s refining and chemicals operations. During his career Joe traveled extensively internationally, and worked in Buenos Aires and London.
    • Joe’s 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 IT solutions impacting training, e.g., experience with various Learning Management Systems (LMS) and web rapid development tools
    • Joe holds a BS in Industrial Management and a MS in Industrial Administration from Carnegie Mellon University in Pittsburgh, Pennsylvania.
    Oil & gas industry, eLearning, web development…
  • 21. Shannon Hart , 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.   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 Oil & gas industry, instructional design, high-impact facilitation…
  • 22. Brent Floyd
    • Brent Floyd is a Senior Associate of EKT Interactive, Inc. based in Houston.
    • He was instrumental in the development of Schlumberger’s and EKT Interactive, Inc’s. remote training capabilities, including development of an audio and video enabled class room/instructor broadcast facility.
        • Brent’s career started with 16 years with major oil & gas producers followed by 16 years consulting and solution delivery with Price Waterhouse 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.
    Oil & gas industry, project management, remote training…
  • 23. Richard Dupree
    • Richard Dupree is the Marcellus Regional Marketing Director for EKT Interactive, Inc. and is based in Pittsburgh, Pennsylvania.
        • 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, R&D and IT.
        • Mr. Dupree’s oil & gas experience includes 3 years as a process engineer at a Sohio Refinery in Toledo, OH (now a BP facility).
        • Richard also has 20 years experience with instrumentation and real time control systems for various chemical and metals operations. He recently spent 4 years as Director of Operations for a tech startup and previously served as a senior supply chain / IT project manager at Eaton Cutler-Hammer’s division headquarters .
        • He has a BSChE from the University of Cincinnati, MSIE 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 Institute of Chemical Engineers and the American Marketing Association.
    Oil & gas industry, employee training solutions…
  • 24. Dale Stetzer
    • Dale Stetzer is a Senior Associate of EKT Interactive, Inc. and President, Executive Producer & Creative Director of BizEvents, in Pittsburgh, Pennsylvania.
    • He plans and manages the production of employee and instructional communications programs. He has over 30 years experience in developing programs for leadership & management, production teams, technical and maintenance support, 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.
    • Oil and gas clients include Chevron, Exxon, Marathon, Range Resources and EQT. He has also served major corporate clients and associations across a wide spectrum of industries.
    • Dale has a BS in Mathematics from Catholic University in Washington, DC. He is active in numerous Pittsburgh professional organizations.
    Oil & gas instructional design and production . . .
  • 25. Representative Curriculum Development Citations 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. Incorporating 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. Pennsylvania State Fire Commissioner In just 10 weeks, a Pittsburgh and Houston industry experienced team delivered a customized series of interactive train-the-trainer workshops, to implement a new Wellsite Emergency Response 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 Responder organizations across the Commonwealth. See ektinteractive.com for more details.
  • 26. Representative Curriculum Development Citations Super Major - Downstream Team led the training implementation of Sarbanes Oxley in the USA oil & gas finance operation of a super major’s 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. Developed a modular, custom case study, and instructor–led 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. Global Oil & Gas Clients and the SPE Developed 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 Wiess Energy Hall in Houston to re-enforce concepts and maximize retention. The Industry 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, Russia, Europe and India.
  • 27. Representative Curriculum Development Citations 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 Drilling. The program was rolled out to specially selected Drilling 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. Big Four Audit Firm For a “Big 4” audit 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 EKTinteractive, Inc ., is currently being converted to web delivery.