2018 User Conference Session Details

2018 User Conference Session Details

See below for details on what each of the breakout sessions will cover

Tuesday, September 11

  Operator Track Midstream Track Management Hands-On Track
9:00 AM
How to simplify the sending and receiving Division Order?

• Multiple properties for one owner • Tracing of Division Orders • Automation of receiving signed Division Orders Capturing man hours & allocating payroll cost efficiently • Time Entry Options • Departments • Jobs/Wells Real-time analysis of owner/property position • Pre-cycle • AFE/Budgets • Owner Trends Uncovering the mystery of escheat with mineral proceeds

Using WolfePak to manage your service business

  • Overview
  • Job/Equipment
  • Tickets /Invoicing Flow

Automating Manual Tasks/Eliminating Human Error

  • Approvals and workflows
  • Gaining efficiency with centralized records

Building a solid foundation with basic financials

  • Customizing standard reports
  • Record types
  • Detail vs. Summary
10:00 AM

Simplifying sending and receiving Division Orders

  • Multiple properties for one owner
  • Tracing of Division Orders
  • Automation of receiving signed Division Orders

Streamline and automate the input process: Replace manual data entry

  • Imports
  • Copy features
  • Property mass add

Visual Analysis of Financials 

  • Trends/Graphs
  • Cash Position
  • Budget Comparison

 Continuation of Building a Solid Foundation with Basic Financials

 

11:00 AM

Capturing man hours & allocating payroll cost efficiently

  • Time Entry Options
  • Managing departments
  • Allocating to jobs/wells

Automation of Billing statements and Driver payments all from one ticket.

  • Company, Owner Operator & Third-Party Drivers
  • Multiple rates
  • Automatic Entries

Ever Wonder How? Specialty Modules for Unique Challenges

WolfePak Training Tools  

  • Navigation
  • Structure
  • Key Searches/Content
1:30 PM

Real-time analysis of owner/property position  

  • Pre-cycle analysis
  • Comparing AFE to budgets
  • Visualizing owner trends
Digitally managing the purchase process            
  • User Based Roles
  • Cost Control
  • PO to AP Validation

Automating with OilDex:

  • Accounts Payable
  • CDEX
  • CODE
  • Invoicing
Deepening the experience with advanced financials 
  • Spreadsheets
  • Trends
  • Groups
2:30 PM

Uncovering the mystery of escheat with mineral proceeds    

  • Understanding why to escheat
  • Determining who and when
  • Learning how

Handling complex marketing, pricing & payments in a competitive market        

  • Pricing
  • Early Pay
  • Fees & Penalties

Identify potential red flags with treasury and control functions

  • Treasury Controls
  • Internal Approvals
  • Security – Potential Breaches

 Continuation of Deepening the Experience with Advanced Financials

 

3:30 PM

Addressing depreciation and depletion

  • Fixed Asset
  • GAAP
  • Depletion

How to balance crude inventory

  • Daily/Weekly
  • Monthly
  • Back Dated Tickets

Acquisitions, Mergers & Divestitures

  • Preparing for future asset  purchases 
  • Structure & Accounting for merging companies
  • Reporting tools & issues to consider when selling assets

Fundamentals for setting up Analytics

  • Understanding Functions
  • Templates
  • Validation
4:30 PM

(Combined Session) Glimpse into the future of WolfePak Workflows

  • Reclaimed Oil
  • Automation
  • Routing/Approval

(Combined Session) Glimpse into the future of WolfePak Workflows

  • Reclaimed Oil
  • Automation
  • Routing/Approval

Fraud Prevention

  • Security
  • Audit Trails
  • Positive Pay

 Continuation of Fundamentals for setting up Analytics

 

Is your gas out of balance? Reconciling gas statements for gas revenue
  • Why gas balancing
  • Imports
  • statements

Simplifying sending and receiving Division Orders

  • Multiple properties for one owner
  • Tracing of Division Orders
  • Automation of receiving signed Division Orders
How to simplify the sending and receiving Division Order?

• Multiple properties for one owner • Tracing of Division Orders • Automation of receiving signed Division Orders Capturing man hours & allocating payroll cost efficiently • Time Entry Options • Departments • Jobs/Wells Real-time analysis of owner/property position • Pre-cycle • AFE/Budgets • Owner Trends Uncovering the mystery of escheat with mineral proceeds

Wednesday, September 12

  Operator Track Midstream Track Management Considering WolfePak?
9:30 AM

Seamless operations from the field to back office        

  • Pumper/Gauger
  • Data Collection
  • Data Review

Using electronic ticketing to improve workflow & efficiency 

  • Paper vs. Electronic Tickets
  • Clean/Accurate Ticket Info
  • Redundant multi stream validation

Automating Manual Tasks/Eliminating Human Error

  • Approvals and workflows
  • Gaining efficiency with centralized records
Building a solid foundation with basic financials
  • Customizing standard reports
  • Record types
  • Detail vs. Summary
10:30 AM

Managing & monitoring activity with supervisory internal controls

  • Sub Account Changes
  • Internal Approvals
  • Security – Tax ID’s

Increased visibility: Track profit by property, truck or driver 

  • Sales Trends
  • Truck Profitability
  • Graphs/Charts
Visual Analysis of Financials   
  • Trends/Graphs
  • Cash Position
  • Budget Comparison
 Continuation of Building a Solid Foundation with Basic Financials
11:30 AM

Stranger things: Owner Anomalies in Revenue & Billing 

  • Hedging
  • Minimum Barrels
  • Paying Interest on Suspense
  • Tax Warrants

WolfePak Training Tools    

  • Understanding Functions
  • Templates
  • Populate Spreadsheets

Ever Wonder How? Specialty Modules for Unique Challenges

WolfePak Training Tools  

  • Navigation
  • Structure
  • Key Searches/Content
2:15 PM

WolfePak Training Tools    

  • Navigation
  • Core Modules
  • Locating my Solution

Uncovering the mystery of escheat - non-mineral proceeds   

  • Why
  • Who
  • When
  • How
  • Accounts Payable
  • CDEX
  • CODE
  • Invoicing
Deepening the experience with advanced financials 
  • Spreadsheets
  • Trends
  • Groups
3:15 PM

Digitally Managing the Purchase Process

  • User Based Roles
  • Cost Control
  • PO to AP Validation

Handling complex marketing, pricing & payments in a competitive market        

  • Pricing
  • Early Pay
  • Fees & Penalties
Identify potential red flags with treasury and control functions
  • Treasury Controls
  • Internal Approvals
  • Security – Potential Breaches
 Continuation of Deepening the Experience with Advanced Financials
4:15 PM

What kind of Services Can I Offer to Investors?

  • WolfeNet
  • Emailing
  • ACH/Wires
How to balance crude inventory.
  • Daily/Weekly
  • Monthly
  • Back Dated Tickets

Acquisitions, Mergers & Divestitures

  • Preparing for future asset  purchases 
  • Structure & Accounting for merging companies
  • Reporting tools & issues to consider when selling assets

Fundamentals for setting up Analytics

  • Understanding Functions
  • Templates
  • Validation