Opportune LLP

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711 Louisiana Street, Suite 3100
Houston, TX 77002, United States
Phone: 713.490.5050
Areas Of Practice
  • Accounting
  • Alternative Dispute Resolution
  • Business Development
  • Court Reporting & Deposition Services
  • Document Management
  • Ethics & Compliance
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5 Ways Automation Technology May Save Your Job, Not End It

Technology is at the forefront of minimizing the negative impacts of constant change. We seek out advancements to modernize business, sequence our day, and make our lives easier. Among these advancements in the business world,…more

Automation Systems, Energy Sector, Energy Trading, Information Technology, Oil & Gas

See all updates »

Harnessing AI for CFOs to Drive Financial Success

In the past, finance functions were heavily reliant on manual labor. This meant that finance and accounting professionals spent significant time on mundane, repetitive tasks. These tasks were time-consuming and demanded an…more

Artificial Intelligence, Benchmarking, Business Intelligence Technology, CFOs, Ethics

See all updates »

Navigating Organization and HR Transitions During Mergers…

During a transition period, there are several important considerations that business leaders should keep in mind: clear communication, cultural integration, employee engagement, talent retention and development, and technology…more

Acquisitions, Complex Corporate Transactions, Corporate Culture, Leadership, Mergers

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CCUS: Understanding The Class VI Permitting Process

Steve Hendrickson, President, and John Beaird, Vice President, of Ralph E. Davis Associates, an Opportune LLP company, discuss why the Class VI permitting process with state and federal regulators for carbon capture,…more

Carbon Capture and Sequestration, Carbon Emissions, Climate Change, Energy Sector, Permits

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Using The Cloud For Custom Salesforce Solutions

Ross Benton, Director in Opportune LLP's Process & Technology practice, and Chris Baker, Production Manager at Ensign Natural Resources, discuss why leveraging cloud-based solutions on the Salesforce platform enables companies…more

Cloud Computing, Cloud Service Providers (CSPs), CRM, Energy Sector

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The Upstream Oil & Gas Balancing Act

Find out why understanding an upstream oil and gas operator's balancing requirements, and having the tools to properly track them, requires a centralized solution. …more

Oil & Gas, Upstream Contracts

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Summer Driving Season Opens Up Opportunities For Supply Chain Optimization, Inventory Management

Summer driving season, and the consequential increased fuel demand, have officially begun. After more than two pandemic years and countless canceled vacations, people are anxious to reinstate their summer travel plans. The…more

Energy Information Association (EIA), Ethanol, Fuel Supply, Gas Prices, Inventory

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A Cost Benefit Analysis of Increased OCS Bonding

The Opportune 2023 Study has been conducted to independently calculate the OCS plugging and abandonment (P&A) liability, assess the risk such liability poses to the U.S. taxpayer, and perform a cost-benefit analysis of how the…more

Asset Valuations, BSEE, Energy Sector, Offshore Drilling, Oil & Gas

See all updates »

Insight Into Hedge Accounting Elections & Corporate Alternative Minimum Tax Considerations

The Inflation Reduction Act (IRA) of 2022 significantly changed the U.S. Federal income tax code, including introducing the new Corporate Alternative Minimum Tax (CAMT). The CAMT is a parallel tax system that applies to…more

Alternative Minimum Tax, Corporate Taxes, Financial Statements, GAAP, Hedges

See all updates »

Oil & Gas Valuation: 5 Questions to Ask When Stock Is Used As Consideration

Over the last several years, an acquiring company’s stock has become a more commonly used currency in upstream oil & gas merger and acquisition transactions. This trend can be attributed to its benefits, such as providing…more

Acquisitions, Business Valuations, Commodities, Consideration, Cost Allocation

See all updates »

Moving Energy Forward: Future Voices Of The Industry

In the final installment of a two-part series, Virginia Chan, Director, Samuel Stewart, Manager, and Trey Brasseaux, Associate, discuss why the energy industry is facing structural change with respect to embracing ESG…more

Artificial Intelligence, Cloud Computing, Energy Sector, Environmental Social & Governance (ESG)

See all updates »

2021 NAPE Summit: Top 10 Energy Industry Trends

At the 2021 NAPE Summit, decision-makers, prospect generators, financiers, E&P operators, and service providers will finally return in person in Houston at the George R. Brown Center on August 18-20 (virtually from August…more

Acquisitions, Carbon Capture and Sequestration, Coronavirus/COVID-19, Energy Information Association (EIA), Energy Sector

See all updates »

Moving Energy Forward: Putting Learning To Work

Jack Fisher, Durham Craig, and Sam Sicola, the newest crop of consultants to join Opportune LLP's Corporate Finance group, discuss why the energy industry is still an attractive industry to begin a career in, why the energy…more

Energy Projects, Energy Sector, Environmental Social & Governance (ESG), Oil & Gas, Renewable Energy

See all updates »

2021 NAPE Summit: Top 10 Energy Industry Trends

At the 2021 NAPE Summit, decision-makers, prospect generators, financiers, E&P operators, and service providers will finally return in person in Houston at the George R. Brown Center on August 18-20 (virtually from August…more

Acquisitions, Carbon Capture and Sequestration, Coronavirus/COVID-19, Energy Information Association (EIA), Energy Sector

See all updates »

The Consequences Of Rising Inflation & Crude Oil Prices

Ryan Dusek, Director in the Commodity Risk Advisory Group at Opportune LLP, discusses what the Fed is doing to combat inflation, how inflation is impacting crude oil prices and the broader economy, and more…more

Crude Oil, Energy Policy, Energy Sector, Natural Gas, Oil & Gas

See all updates »

Asset Modeling: Understanding Value & Managing Risk

Find out why an effective risk management strategy requires developing robust economic forecasting tools that simulate future cash flows. One such tool uses the “real-option” theory to model flexibility associated with energy…more

Asset Valuations, Commodities, Energy Sector, Gas Prices, Modeling

See all updates »

The Importance Of A Quality Of Earnings Report In M&A Transactions

Find out why a quality of earnings report is vital for the due diligence of M&A transactions or investing in a business…more

Acquisitions, Due Diligence, Earnings Reports, EBITDA, Financial Reporting

See all updates »

Moving Energy Forward: Putting Learning To Work

Jack Fisher, Durham Craig, and Sam Sicola, the newest crop of consultants to join Opportune LLP's Corporate Finance group, discuss why the energy industry is still an attractive industry to begin a career in, why the energy…more

Energy Projects, Energy Sector, Environmental Social & Governance (ESG), Oil & Gas, Renewable Energy

See all updates »

ASC 842: Implementing The New Lease Accounting Standard

In 2016, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-02, Leases. This new lease accounting standard (ASC 842) significantly impacts how private and public businesses across all…more

Accounting Standards, Commercial Leases, FASB, Financial Reporting, Financial Statements

See all updates »

The Case For A Second Opinion On Certain Fairness Opinions

Before trying to decide if it makes sense to get a second opinion on a fairness opinion, it’s necessary to understand why fairness opinions started and how they have evolved over the years. Fairness opinions are closely tied…more

Acquisitions, Business Judgment Rule, Conflicts of Interest, Energy Sector, Fairness Standard

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Defense In-Depth: Cybersecurity For Energy

Glenn Hartfiel, Principal, and Geoff Yut, Consultant, at Opportune LLP discuss why recent geopolitical events are heightening the need for the implementation of improved cybersecurity measures in the energy industry, why…more

Cyber Attacks, Cybersecurity, Data Breach, Data Protection, Data Security

See all updates »

A Cost Benefit Analysis of Increased OCS Bonding

The Opportune 2023 Study has been conducted to independently calculate the OCS plugging and abandonment (P&A) liability, assess the risk such liability poses to the U.S. taxpayer, and perform a cost-benefit analysis of how the…more

Asset Valuations, BSEE, Energy Sector, Offshore Drilling, Oil & Gas

See all updates »

Exploring The ‘S’ In ESG & What To Expect In 2023

On this episode of E2B: Energy to Business, host Steve Hendrickson, President of Ralph E. Davis Associates, an Opportune company, catches up with two of Opportune’s Directors, Linden Nicosia and Katie-Rose Herd to get a better…more

Diversity and Inclusion Standards (D&I), Environmental Social & Governance (ESG), Transparency

See all updates »

Natural Gas ETRM Systems - Who Benefits The Most?

The name denotes the systems are focused on improving operations in trading and risk, but what’s in it for other business stakeholders who support the transaction lifecycle? We will highlight the top advantages our team has…more

Business Operations, Energy Market, Energy Sector, Energy Trading, Information Technology

See all updates »

What Characteristics Make The ‘Right Partner’ For Your ION RightAngle Upgrade?

ION RightAngle is one of the top choices when energy companies are looking for an ETRM system. Yet, many companies are still using an older version and failing to take advantage of innovative technology and enhanced…more

Energy Sector, Enterprise Software, Information Management, Information Technology

See all updates »

Q&A: The State Of Oil & Gas M&A Activity & What To Expect In 2023

The current landscape of M&A and A&D dealmaking in the U.S. oil and gas industry looks a lot different than what it did in the 2015-2019 period. During the pandemic, commodity prices sank to historically low levels (WTI crude…more

Acquisitions, Business Assets, Business Strategies, Capital Markets, Commodities

See all updates »

Producer vs. Trading Mindset Considerations for an ETRM

Through many of our projects, clients often mention alignment as a gas "Producer" or "Optimizer." The distinction lies in where the operational focus is attuned – flowing assured gas to customers or optimizing earnings through…more

Automation Systems, Commodities Traders, Emissions Trading System, Oil & Gas, Producers

See all updates »

Top 5 Ways To Be Prepared For A Risk Management Implementation

Whether risk reporting is a known requirement before the initial implementation or is the second phase of an ETRM system implementation, there are many ways that a company standing up risk management systems for the first time…more

Energy Trading, Internal Controls, Risk Assessment, Risk Management, Transfer Pricing

See all updates »

Making the Case for Outsourcing Midstream Accounting

Outsourcing or in-house? For many midstream oil and gas companies, this is a burning question in today’s market amid lower commodity pricing and cost-conscious operations…more

Energy Sector, Financial Accounting, Midstream Contracts, Oil & Gas, Oil Prices

See all updates »

Oil & Gas Companies Continued To Hedge Before Price Spikes

Hedging remains a mainstay activity for many oil and gas producers to protect cash flows and manage operating budgets. However, these hedge programs and coverage levels were in place before price increases that occurred in early…more

Commodities, Energy Sector, Exploration and Production Sharing Contract, Financial Statements, GAAP

See all updates »

What Characteristics Make The ‘Right Partner’ For Your ION RightAngle Upgrade?

ION RightAngle is one of the top choices when energy companies are looking for an ETRM system. Yet, many companies are still using an older version and failing to take advantage of innovative technology and enhanced…more

Energy Sector, Enterprise Software, Information Management, Information Technology

See all updates »

The Importance Of A Quality Of Earnings Report In M&A Transactions

Find out why a quality of earnings report is vital for the due diligence of M&A transactions or investing in a business…more

Acquisitions, Due Diligence, Earnings Reports, EBITDA, Financial Reporting

See all updates »

Would Limiting Texas Oil Production Really Boost Prices?

The combination of the COVID-19 pandemic and the Saudi-Russia price war is wreaking havoc on global demand for crude oil, flooding the market with cheap crude and pushing prices to the low $20/bbl range. In response to these…more

Energy Commissions, Energy Sector, Oil & Gas, Oil Prices, Supply and Demand

See all updates »

Detecting Data Integrity Issues

Data integrity is broken down into three attributes: accuracy, completeness, and consistency. Issues with any of these attributes reduce the overall confidence of reports run on this data. Recognizing data integrity issues early…more

Automation Systems, Data Management, Energy Sector, Enterprise Software, Information Management

See all updates »

Scrutiny Increasing On Energy Private Equity Valuation

The valuation of private equity investments has recently garnered greater marketplace attention, and the SEC is updating its guidance on these valuations for the first time in 50 years. Managing Director Paul Legoudes and…more

Energy Market, Energy Sector, Fund Managers, Guidance Update, Investors

See all updates »

Why Renewable Energy Can’t Survive Without Bitcoin

One of the key pillars of Environmental, Social, and Governance (ESG) is curbing carbon emissions by reducing or eliminating fossil fuels. Efforts are underway to transition America onto relying 100% on renewable energy. To do…more

Bitcoin, Bitcoin Mining, Electric Generation Suppliers, Electricity, Energy Storage

See all updates »

How To Achieve The Economically Efficient Purchase Of A Private Company Through Thoughtful Acquisition Structure

Many private companies were formed years ago using what was known as a Subchapter S election, which refers to the optional treatment of an otherwise taxable C corporation as (generally) a passthrough entity. These structures can…more

Acquisitions, C-Corporation, Due Diligence, GAAP, Privately Held Corporations

See all updates »

Unintended Consequences Of Interconnected Supply Chains

​​​​​​​It’s commonly known most goods that Americans use in their lives are transported and delivered by truck. According to the U.S. Census Bureau’s latest Commodity Flow Survey, trucks transported 71.6% or $10.4 trillion of…more

Agricultural Sector, Commodities, Coronavirus/COVID-19, Gas Prices, Oil & Gas

See all updates »

ASC 842: Private Companies On The Clock After Delay

Dave Loucks, Director in Opportune LLP's Complex Financial Reporting practice, discusses why private companies need to prepare now in order to comply with the impending ASC 842 lease accounting standard slated to go into effect…more

Accounting, Balance Sheets, Finance Lease Contract, Leases, Oil & Gas

See all updates »

ESG In The Crosshairs: 3 Strategies To Minimize The Release Of Fugitive Emissions

As federal and state regulations continue to address energy industry emissions amid growing ESG pressure from investors, here are three ways companies can minimize the release of fugitive emissions..…more

Carbon Emissions, Corporate Governance, Corporate Social Responsibility, Energy Sector, Environmental Social & Governance (ESG)

See all updates »

Tales From The Front Line: 4 Lessons Learned From A Former NGL Scheduler

They are on the front lines of daily logistics—the unsung heroes behind the scenes in the energy supply chain who get in early, stay late and typically work odd hours scheduling and coordinating daily and monthly product…more

Business Operations, Crude by Rail, Energy Sector, Inventory, Logistics

See all updates »

Making the Case for Outsourcing Midstream Accounting

Outsourcing or in-house? For many midstream oil and gas companies, this is a burning question in today’s market amid lower commodity pricing and cost-conscious operations…more

Energy Sector, Financial Accounting, Midstream Contracts, Oil & Gas, Oil Prices

See all updates »

‘Pay vs. Performance’: New SEC Rules Require Companies To Implement New Process To Track Equity Compensation

It is important to investors that executive compensation is directly linked to a company’s financial performance. To help ensure investors have adequate information to monitor this relationship, the SEC adopted new “pay vs…more

Corporate Governance, Disclosure Requirements, Executive Compensation, Incentive Compensation, Pay Ratio

See all updates »

Exploring The ‘S’ In ESG & What To Expect In 2023

On this episode of E2B: Energy to Business, host Steve Hendrickson, President of Ralph E. Davis Associates, an Opportune company, catches up with two of Opportune’s Directors, Linden Nicosia and Katie-Rose Herd to get a better…more

Diversity and Inclusion Standards (D&I), Environmental Social & Governance (ESG), Transparency

See all updates »

6 Key Considerations E&P Companies Should Address Navigating Low-Oil Price Environment

Find out what E&P companies need to know as they navigate through the impact of a negative and/or depressed oil and gas commodity pricing environment…more

Commodities, Energy Sector, Exploration and Production Sharing Contract, Oil & Gas, Strategic Planning

See all updates »

Battle Of The Biofuels: Renewable Diesel Vs. Biodiesel

Find out why knowing the difference between renewable diesel and biodiesel can go a long way in understanding the benefits of each…more

Alternative Fuels, Biofuel, Biomass, Biomass Energy Research, California Air Resources Board

See all updates »

A Path To An Energy Transition: Now & In The Future

What will it take to fuel the energy transition? Opportune LLP Partner Dean Price discusses why ESG will likely be a permanent fixture among energy portfolios, why natural gas plays a significant role in the transition, and…more

Clean Energy, Energy Sector, Environmental Social & Governance (ESG), Hydrocarbons, Natural Gas

See all updates »

Insight Into Hedge Accounting Elections & Corporate Alternative Minimum Tax Considerations

The Inflation Reduction Act (IRA) of 2022 significantly changed the U.S. Federal income tax code, including introducing the new Corporate Alternative Minimum Tax (CAMT). The CAMT is a parallel tax system that applies to…more

Alternative Minimum Tax, Corporate Taxes, Financial Statements, GAAP, Hedges

See all updates »

Top 5 Things You Should Look For In Your Business Process Outsourcing Firm

Here are five things to look for in your business process outsourcing (BPO) firm. Using the right business process outsourcing (BPO) firm can help your business in many ways. From improving operations, eliminating…more

Automation Systems, Energy Sector, Information Technology, Oil & Gas, Outsourcing

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Rethinking Global Supply Chain Resiliency & Efficiency

Patrick Long and Steve Roberts, both Directors in Opportune LLP’s Process & Technology practice, discuss why current supply chain disruptions appear to be more pronounced than in years past due to supply/demand imbalances and…more

Business Disruption, Coronavirus/COVID-19, Energy Sector, Natural Disasters, Supply and Demand

See all updates »

Q&A: The State Of Oil & Gas M&A Activity & What To Expect In 2023

The current landscape of M&A and A&D dealmaking in the U.S. oil and gas industry looks a lot different than what it did in the 2015-2019 period. During the pandemic, commodity prices sank to historically low levels (WTI crude…more

Acquisitions, Business Assets, Business Strategies, Capital Markets, Commodities

See all updates »

AI Approach To Wind Turbine Condition Monitoring

Currently, the share of renewable electricity generation is 19% and is projected to double by 2050. Wind turbine generation capacity is expected to reach a record high of 23 gigawatts (GW) by the end of 2020. Most of this growth…more

Artificial Intelligence, Data Collection, Energy Sector, Renewable Energy, Technology

See all updates »

Oil & Gas Companies Continued To Hedge Before Price Spikes

Hedging remains a mainstay activity for many oil and gas producers to protect cash flows and manage operating budgets. However, these hedge programs and coverage levels were in place before price increases that occurred in early…more

Commodities, Energy Sector, Exploration and Production Sharing Contract, Financial Statements, GAAP

See all updates »

How To Achieve The Economically Efficient Purchase Of A Private Company Through Thoughtful Acquisition Structure

Many private companies were formed years ago using what was known as a Subchapter S election, which refers to the optional treatment of an otherwise taxable C corporation as (generally) a passthrough entity. These structures can…more

Acquisitions, C-Corporation, Due Diligence, GAAP, Privately Held Corporations

See all updates »

The 5 Pillars To Creating A Loved Work Culture

Let’s face it; work culture has been permanently changed by the past few years’ events. From the pandemic to the great resignation, companies have had to reprioritize initiatives to meet the evolving needs and desires of…more

Collaboration, Corporate Culture, Leadership, Professional Development

See all updates »

Harnessing AI for CFOs to Drive Financial Success

In the past, finance functions were heavily reliant on manual labor. This meant that finance and accounting professionals spent significant time on mundane, repetitive tasks. These tasks were time-consuming and demanded an…more

Artificial Intelligence, Benchmarking, Business Intelligence Technology, CFOs, Ethics

See all updates »

A Cost Benefit Analysis of Increased OCS Bonding

The Opportune 2023 Study has been conducted to independently calculate the OCS plugging and abandonment (P&A) liability, assess the risk such liability poses to the U.S. taxpayer, and perform a cost-benefit analysis of how the…more

Asset Valuations, BSEE, Energy Sector, Offshore Drilling, Oil & Gas

See all updates »

Moving Energy Forward: Putting Learning To Work

Jack Fisher, Durham Craig, and Sam Sicola, the newest crop of consultants to join Opportune LLP's Corporate Finance group, discuss why the energy industry is still an attractive industry to begin a career in, why the energy…more

Energy Projects, Energy Sector, Environmental Social & Governance (ESG), Oil & Gas, Renewable Energy

See all updates »

US Inflation Reduction Act Aims To Give Carbon Capture A Boost, But Will It Take Off?

On August 16, 2022, President Biden signed the landmark “Inflation Reduction Act” (IRA) into law, which contains several renewable energy tax breaks to help companies and U.S. consumers transition to clean energy. While the…more

Biden Administration, Carbon Capture and Sequestration, Carbon Emissions, Clean Energy, Climate Change

See all updates »

Accounting Considerations For Bridge Loans

Startup companies progress through various stages of raising outside capital as they grow. This often starts with seed funding from founders and/or angel investors, progresses into various rounds of equity financing rounds from …more

Bridge Loan, Capital Raising, Conversion, Equity Financing, Financial Accounting

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Financial Distress Solutions: Expert Advice for Businesses

Imagine your business steadily climbing the ladder of success when a misstep in the market suddenly leads to a financial stumble. Assets underperform, capital markets dry up, and cash flows dwindle, causing financial…more

Business Operations, Complex Corporate Transactions, Creditors, Debt Restructuring, Financial Distress

See all updates »

AI & Robotic Process Automation: Streamlining The Back-Office

Find out why AI and Robotic Process Automation (RPA) technologies streamline the back-office by improving processing times, access to data and reduce costs. …more

Artificial Intelligence, Automation Systems, Data Management, Digital Data, Energy Sector

See all updates »

Looking Back: Why The Pandemic, Extreme Weather Events Changed The Supply Chain

Supply chain shortages have only recently become a trending topic industry-wide due to production issues and rising demand for many of our favorite items. This can be mostly attributed to factors such as the COVID-19 pandemic or…more

Analytics, Coronavirus/COVID-19, Energy Sector, Information Management, Oil & Gas

See all updates »

Competitive Edge: Why AI Enhances ETRM Systems

Kent Landrum, Managing Director in Opportune LLP's Process & Technology practice who also leads the firm's Downstream sector, Mark Swann, Director in Opportune LLP's Process & Technology group, and Vincent Annunziata, co-founder…more

Artificial Intelligence, Energy Sector, Energy Trading, Machine Learning, Risk Management

See all updates »

Insight Into Hedge Accounting Elections & Corporate Alternative Minimum Tax Considerations

The Inflation Reduction Act (IRA) of 2022 significantly changed the U.S. Federal income tax code, including introducing the new Corporate Alternative Minimum Tax (CAMT). The CAMT is a parallel tax system that applies to…more

Alternative Minimum Tax, Corporate Taxes, Financial Statements, GAAP, Hedges

See all updates »

Volatility: The Effects On Total Shareholder Return Awards

Volatility is a measure of how much the price of a security, such as a share of stock, changes over time. It’s measured as a percentage with a low volatility percentage indicating the security’s price is relatively flat over…more

Disclosure Requirements, Executive Compensation, Market Volatility, Oil & Gas, Pay-for-Performance

See all updates »

Leading Practices For ETRM System, Cutover & Go-Live

Find out why a smooth go-live of a new ETRM system can go a long way in helping an organization avoid precipitous drops in productivity after launch and realize benefits of enhanced transactional consistency afforded by leading…more

Enterprise Software, Investment, Investment Management, Risk Management, Technology

See all updates »

Outsourcing Fuels The Future Of Oil & Gas

In the near and mid-term, companies must take decisive steps in order to ensure the financial health of the organization and their stakeholders. With limited exit and financing alternatives, the current environment requires…more

Oil & Gas, Outsourcing, Popular

See all updates »

Shocking The Supply Chain: How The Threat Of Rail Strikes Exposes The Weakness Of Logistics

Over the past few years, we’ve faced and weathered tough crises—from COVID to war to inflation—each one disrupting some aspect of the supply chain. Earlier this month there was another shock to the system which thankfully didn’t…more

Crude by Rail, Logistics, Oil & Gas, Popular, Railroads

See all updates »

Key Considerations For Improving Your Business Processes & ETRM System Implementation

Business processes can get complicated over time in any organization. A fitting example of a core business process is the processing of payable invoices. The old-fashioned way of processing invoices is to receive the invoices…more

Automation Systems, Business Operations, Commodities, Energy Market, Energy Sector

See all updates »

Defense In-Depth: Cybersecurity For Energy

Glenn Hartfiel, Principal, and Geoff Yut, Consultant, at Opportune LLP discuss why recent geopolitical events are heightening the need for the implementation of improved cybersecurity measures in the energy industry, why…more

Cyber Attacks, Cybersecurity, Data Breach, Data Protection, Data Security

See all updates »

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Our Website and Services are not directed at children under the age of 16 and we do not knowingly collect personal information from children under the age of 16 through our Website and/or Services. If you have reason to believe that a child under the age of 16 has provided personal information to us, please contact us, and we will endeavor to delete that information from our databases.

Links to Other Websites

Our Website and Services may contain links to other websites. The operators of such other websites may collect information about you, including through cookies or other technologies. If you are using our Website or Services and click a link to another site, you will leave our Website and this Policy will not apply to your use of and activity on those other sites. We encourage you to read the legal notices posted on those sites, including their privacy policies. We are not responsible for the data collection and use practices of such other sites. This Policy applies solely to the information collected in connection with your use of our Website and Services and does not apply to any practices conducted offline or in connection with any other websites.

Information for EU and Swiss Residents

JD Supra's principal place of business is in the United States. By subscribing to our website, you expressly consent to your information being processed in the United States.

  • Our Legal Basis for Processing: Generally, we rely on our legitimate interests in order to process your personal information. For example, we rely on this legal ground if we use your personal information to manage your Registration Data and administer our relationship with you; to deliver our Website and Services; understand and improve our Website and Services; report reader analytics to our authors; to personalize your experience on our Website and Services; and where necessary to protect or defend our or another's rights or property, or to detect, prevent, or otherwise address fraud, security, safety or privacy issues. Please see Article 6(1)(f) of the E.U. General Data Protection Regulation ("GDPR") In addition, there may be other situations where other grounds for processing may exist, such as where processing is a result of legal requirements (GDPR Article 6(1)(c)) or for reasons of public interest (GDPR Article 6(1)(e)). Please see the "Your Rights" section of this Privacy Policy immediately below for more information about how you may request that we limit or refrain from processing your personal information.
  • Your Rights
    • Right of Access/Portability: You can ask to review details about the information we hold about you and how that information has been used and disclosed. Note that we may request to verify your identification before fulfilling your request. You can also request that your personal information is provided to you in a commonly used electronic format so that you can share it with other organizations.
    • Right to Correct Information: You may ask that we make corrections to any information we hold, if you believe such correction to be necessary.
    • Right to Restrict Our Processing or Erasure of Information: You also have the right in certain circumstances to ask us to restrict processing of your personal information or to erase your personal information. Where you have consented to our use of your personal information, you can withdraw your consent at any time.

You can make a request to exercise any of these rights by emailing us at privacy@jdsupra.com or by writing to us at:

Privacy Officer
JD Supra, LLC
150 Harbor Drive, #2760
Sausalito, CA 94965

You can also manage your profile and subscriptions through our Privacy Center under the "My Account" dashboard.

We will make all practical efforts to respect your wishes. There may be times, however, where we are not able to fulfill your request, for example, if applicable law prohibits our compliance. Please note that JD Supra does not use "automatic decision making" or "profiling" as those terms are defined in the GDPR.

  • Timeframe for retaining your personal information: We will retain your personal information in a form that identifies you only for as long as it serves the purpose(s) for which it was initially collected as stated in this Privacy Policy, or subsequently authorized. We may continue processing your personal information for longer periods, but only for the time and to the extent such processing reasonably serves the purposes of archiving in the public interest, journalism, literature and art, scientific or historical research and statistical analysis, and subject to the protection of this Privacy Policy. For example, if you are an author, your personal information may continue to be published in connection with your article indefinitely. When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymize it, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.
  • Onward Transfer to Third Parties: As noted in the "How We Share Your Data" Section above, JD Supra may share your information with third parties. When JD Supra discloses your personal information to third parties, we have ensured that such third parties have either certified under the EU-U.S. or Swiss Privacy Shield Framework and will process all personal data received from EU member states/Switzerland in reliance on the applicable Privacy Shield Framework or that they have been subjected to strict contractual provisions in their contract with us to guarantee an adequate level of data protection for your data.

California Privacy Rights

Pursuant to Section 1798.83 of the California Civil Code, our customers who are California residents have the right to request certain information regarding our disclosure of personal information to third parties for their direct marketing purposes.

You can make a request for this information by emailing us at privacy@jdsupra.com or by writing to us at:

Privacy Officer
JD Supra, LLC
150 Harbor Drive, #2760
Sausalito, CA 94965

Some browsers have incorporated a Do Not Track (DNT) feature. These features, when turned on, send a signal that you prefer that the website you are visiting not collect and use data regarding your online searching and browsing activities. As there is not yet a common understanding on how to interpret the DNT signal, we currently do not respond to DNT signals on our site.

Access/Correct/Update/Delete Personal Information

For non-EU/Swiss residents, if you would like to know what personal information we have about you, you can send an e-mail to privacy@jdsupra.com. We will be in contact with you (by mail or otherwise) to verify your identity and provide you the information you request. We will respond within 30 days to your request for access to your personal information. In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why. If you would like to correct or update your personal information, you can manage your profile and subscriptions through our Privacy Center under the "My Account" dashboard. If you would like to delete your account or remove your information from our Website and Services, send an e-mail to privacy@jdsupra.com.

Changes in Our Privacy Policy

We reserve the right to change this Privacy Policy at any time. Please refer to the date at the top of this page to determine when this Policy was last revised. Any changes to our Privacy Policy will become effective upon posting of the revised policy on the Website. By continuing to use our Website and Services following such changes, you will be deemed to have agreed to such changes.

Contacting JD Supra

If you have any questions about this Privacy Policy, the practices of this site, your dealings with our Website or Services, or if you would like to change any of the information you have provided to us, please contact us at: privacy@jdsupra.com.

JD Supra Cookie Guide

As with many websites, JD Supra's website (located at www.jdsupra.com) (our "Website") and our services (such as our email article digests)(our "Services") use a standard technology called a "cookie" and other similar technologies (such as, pixels and web beacons), which are small data files that are transferred to your computer when you use our Website and Services. These technologies automatically identify your browser whenever you interact with our Website and Services.

How We Use Cookies and Other Tracking Technologies

We use cookies and other tracking technologies to:

  1. Improve the user experience on our Website and Services;
  2. Store the authorization token that users receive when they login to the private areas of our Website. This token is specific to a user's login session and requires a valid username and password to obtain. It is required to access the user's profile information, subscriptions, and analytics;
  3. Track anonymous site usage; and
  4. Permit connectivity with social media networks to permit content sharing.

There are different types of cookies and other technologies used our Website, notably:

  • "Session cookies" - These cookies only last as long as your online session, and disappear from your computer or device when you close your browser (like Internet Explorer, Google Chrome or Safari).
  • "Persistent cookies" - These cookies stay on your computer or device after your browser has been closed and last for a time specified in the cookie. We use persistent cookies when we need to know who you are for more than one browsing session. For example, we use them to remember your preferences for the next time you visit.
  • "Web Beacons/Pixels" - Some of our web pages and emails may also contain small electronic images known as web beacons, clear GIFs or single-pixel GIFs. These images are placed on a web page or email and typically work in conjunction with cookies to collect data. We use these images to identify our users and user behavior, such as counting the number of users who have visited a web page or acted upon one of our email digests.

JD Supra Cookies. We place our own cookies on your computer to track certain information about you while you are using our Website and Services. For example, we place a session cookie on your computer each time you visit our Website. We use these cookies to allow you to log-in to your subscriber account. In addition, through these cookies we are able to collect information about how you use the Website, including what browser you may be using, your IP address, and the URL address you came from upon visiting our Website and the URL you next visit (even if those URLs are not on our Website). We also utilize email web beacons to monitor whether our emails are being delivered and read. We also use these tools to help deliver reader analytics to our authors to give them insight into their readership and help them to improve their content, so that it is most useful for our users.

Analytics/Performance Cookies. JD Supra also uses the following analytic tools to help us analyze the performance of our Website and Services as well as how visitors use our Website and Services:

  • HubSpot - For more information about HubSpot cookies, please visit legal.hubspot.com/privacy-policy.
  • New Relic - For more information on New Relic cookies, please visit www.newrelic.com/privacy.
  • Google Analytics - For more information on Google Analytics cookies, visit www.google.com/policies. To opt-out of being tracked by Google Analytics across all websites visit http://tools.google.com/dlpage/gaoptout. This will allow you to download and install a Google Analytics cookie-free web browser.

Facebook, Twitter and other Social Network Cookies. Our content pages allow you to share content appearing on our Website and Services to your social media accounts through the "Like," "Tweet," or similar buttons displayed on such pages. To accomplish this Service, we embed code that such third party social networks provide and that we do not control. These buttons know that you are logged in to your social network account and therefore such social networks could also know that you are viewing the JD Supra Website.

Controlling and Deleting Cookies

If you would like to change how a browser uses cookies, including blocking or deleting cookies from the JD Supra Website and Services you can do so by changing the settings in your web browser. To control cookies, most browsers allow you to either accept or reject all cookies, only accept certain types of cookies, or prompt you every time a site wishes to save a cookie. It's also easy to delete cookies that are already saved on your device by a browser.

The processes for controlling and deleting cookies vary depending on which browser you use. To find out how to do so with a particular browser, you can use your browser's "Help" function or alternatively, you can visit http://www.aboutcookies.org which explains, step-by-step, how to control and delete cookies in most browsers.

Updates to This Policy

We may update this cookie policy and our Privacy Policy from time-to-time, particularly as technology changes. You can always check this page for the latest version. We may also notify you of changes to our privacy policy by email.

Contacting JD Supra

If you have any questions about how we use cookies and other tracking technologies, please contact us at: privacy@jdsupra.com.

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