Bala G. Dharan, Ph.D., CPA

Recent Presentations and Seminars

“Income Tax Trends and Strategy,” Wharton Executive Education program, Philadelphia, May 2015, July 2014, September 2013 and October 2012.

“Financial Engineering and Taxation,” Wharton Executive Education program, Philadelphia, May 2015, October 2012.

“Finance and Strategy Trends,” presentation to Bharat Petroleum Company Limited (BPCL), Boston, March 2015.

“Research Horizons in Finance and Accounting in Globalized Economy,” Keynote presentation, Conference organized by Journal of Accounting, Auditing and Finance (JAAF), MISB Bocconi and Indian School of Business, Mumbai, January 2015.

“Finance and Strategy Trends in the Energy and Utility Industries,” presentation to PetroTech (an industry group), National Thermal Power Corp. (NTPC), and Bharat Heavy Electricals Limited (BHEL), New Delhi, January 2015.

“Business Valuation with Financial Statements,” Indian School of Business, Mohali, January 2015, January 2014.
“Business Math: Introduction to Business Statistics and Finance Math,” Hult Business School, November 2014.

“Utility Industry Update” and “Finance Strategy and Trends in the Utility Industry,” Wharton Executive Education program, Philadelphia, August 2014.

“Financial Risk Analysis-New Problems and Tools,” CFA Society of Houston, October 2013.

“Alternative Investments Strategies and Valuation,” Wharton Executive Education program, Philadelphia, March 2013, April 2012 and April 2011.

“Financial Valuation of Technology Business,” Indian School of Business, Hyderabad, January 2013.

“New Problems in Financial Risk Analysis,” PGPX Leadership Speaker Series, Indian Institute of Management, Ahmedabad, January 2013.

“Accounting and Finance Issues in Commercial Litigation,” CLE seminar presentation at McGuireWoods LLP, Charlotte, North Carolina, July 18, 2012.

“Finance and Litigation Research Issues Update,” Keynote Speaker at the New York University Stern School 5-Star Conference, December 2, 2011.

“Financial Statement Analysis for the Utility Industry,” and “Business Valuation for the Utility Industry,” Seminars, Institute of Public Utilities, Michigan State University, Lansing, Michigan, September 2011.

“An Introduction to Corporate Financial Reports,” a CLE presentation to BASF general counsel’s staff, April 2011.

“Global Financial Crisis Causes and Lessons Learned,” Presented at Wharton Executive Education program, Philadelphia, April 2011 and March 2010; Barcelona, November 2009; and Mumbai, December 2009.

“New Tools in Financial Statement Analysis,” International Energy Credit Association (IECA) Fall Conference, Tucson, Arizona, October 2010.

“Investor Evaluation of Oil and Gas Companies: Impact of New Reserves Standards,” IQPC Global Reserves Summit, London, October 2010.

“Derivatives and Risk Management in the Utility Industry,” Seminar, Institute of Public Utilities, Michigan State University, Lansing, Michigan, September 2010.

“Corporate Governance and Financial Disclosures,” China Europe International Business School (CEIBS) Conference on Corporate Governance, Shanghai, China, August 2010.

“Financial Management and Control,” Wharton Executive Education Conference, Bangkok, Thailand, July 2010.

“Complex Transactions and Accounting Disclosures,” Southern Gas Association Accounting and Finance Conference, Houston, June 2010.

“Financial Accounting and Analysis – Mergers & Acquisition Accounting Update,” CLE seminar presentation at the Houston office of Jones Day, March 2010.

“Financial Accounting and Analysis Update – Fair Value Accounting,” CLE seminar presentation at the New York office of Arnold & Porter, January 2010.

“Research Issues in Finance Litigation,” Keynote Speaker at the New York University Stern School 5-Star Conference, December 2009.

"Business Valuation," Rice University, November 2009.

Session Moderator “Accounting Choice,” at American Accounting Association Annual Meeting, New York, August 2009.

Keynote Speaker at the Southern Gas Association annual education conference, Fort Worth, Texas, June 2009.

“Credit Crisis and Fair Value Accounting,” at the Canadian Annual Meeting of the International Energy Credit Association (IECA), June 2009.

“The Credit Crisis as a Prelude to Intellectual Property Litigation,” at Commercial and IP Litigation Symposium,” DRI (Defense Research Institute), Chicago, April 2009.

“The Financial and Litigation Issues Behind the Credit Crisis Headlines.” Presented at Susman Godfrey, Houston, April 2009; Nixon Peabody, Boston, September 2008; SGA Conference (Keynote Speaker), Atlanta, June 2008; CRA invited event, Chicago, May 2008.

“Financial Crisis and the Utility Industry," for Reliant Asian Network, Reliant Energy, Houston, March 2009.

“Introduction to Accounting in 45 Minutes,” for Harvard Law School Career Office, Boston, March 2009.

“Credit Crisis Implications for Insurance Industry,” Wharton Executive Education session for Chubb Corp., Philadelphia, March 2009.

“Credit Crisis and Lessons for Corporate Governance,” Wharton Executive Education talk for Guy Carpenter, Philadelphia, February 2009.

"Credit Crisis and the Analysis of Fair Value and Goodwill Disclosures,” at CFA Society of Houston, January 2009.

“Credit Default Swaps: Accounting and Disclosure Issues,” at a conference on credit default swaps arranged by Crowell & Moring LLP, New York, December 2008.

“Interdependence of Financial and Utility Markets,” at the Institute of Public Utilities 40th Annual Meeting, Williamsburg, December 2008.

“Credit Risk Analysis and Management in the Energy Industry,” Prague, November 2008, for Energyforum. Also presented at Barcelona, November 2007; Lisbon, September 2006; and Vienna, October 2005.

“Derivatives Accounting and Risk Management in the Energy Industry,” and “Financial Engineering and Disclosures” (half-day seminars), at Institute of Public Utilities, Michigan State University, October 2008. Also in September 2007.

"Governing the Corporation: Global Perspectives,” a Wharton School program on corporate governance, in Mumbai, March 2008, March 2007, and January 2006.

"A Liquidity-Based Explanation of Convertible Arbitrage Alphas,” working paper presented by co-authors at Santa Clara University, December 7, 2007. Also presented at Harvard Business School, Boston College, Santa Clara University, CFA Institute, State Street Research Retreat, and other financial institutions.

“IFRS Accounting for Derivatives with Applications to Financial Services and Energy Industries,” London, November 2007.

“Reserves Valuation, Quality of Reserves Reporting, and Stock Prices: How Reserves Certification and Audit Can Help,” in “Reserve Estimation, Classification and Reporting 2007” Conference, London, November 2007.

“Valuation for M&A,” seminar co-speaker at Korea University Business School, Seoul, September 2007. Jointly organized by Wharton Executive Education.

Lecturer on accounting and financial statement analysis at EDS Corp., August 2007.

Lecturer on energy accounting issues at the Indian School of Business, June 2007.

“Accounting Developments Update 2006 and Their Impact on Earnings,” for Gerson Lehrman Group clients in New York and Boston, December 2006.

“Revenue Recognition in IFRS,” for Gerson Lehrman Group, San Francisco, May 2007, and London, September 2006.

“Hot New Developments in Finance and Accounting,” Southern Gas Association, Nashville, June 2006.

“Predicting Future Returns with Financial Statements,” at the CFA Society of Houston, April 2006.

Panelist on Reserve Valuation Issues, 2006 Annual Convention of the American Association of Petroleum Geologists (AAPG), in association with the Houston Geological Society and the Society for Sedimentary Geology, April 2006, Houston.

“Corporate Governance and Accounting Scandals,” at Texas Tech School of Law, March 2006.

"Financial Risk Analysis of the Effect of Financial Engineering," at the spring meeting of the International Energy Credit Association, Phoenix, March 2006.

“Sarbanes-Oxley: Overview and Early Lessons Learned,” at the JGS Partners Thought Leadership Series, Rice University, February 2006.

“Restoring Investor Confidence in Petroleum Reserves Worldwide – A Joint Industry Effort,” at the SPE 2005 International Petroleum Reserves Conference, Qatar, November 2005. Presented by co-author D. Ron Harrell, Chairman Emeritus, Ryder Scott Company, LP.

Seminar Speaker on predicting stock returns using financial statements, at the annual Retreat of Ziff-Davis Investments Inc., a hedge fund in New York, November 2005.

University of Vienna Department of Economics and Business Administration, October 2005.

Panelist and Speaker, “Perspectives on Sarbanes-Oxley Implementation,” American Accounting Association, August 2005.

Lecturer, Oil and Gas Natural Corporation executive training, Indian School of Business, August 2005.

Keynote Speaker, “Strategic and Implementation Issues for SOX 404 Compliance.” SGA Annual Meeting, June 2005, Albuquerque. Also Panel Moderator.

“Corporate Fiascos and Their Implications for Identifying Red Flags in Financial Statements,” 27th Annual Corporate Counsel Institute, sponsored by University of Texas School of Law and the Corporate Counsel Section of the State Bar of Texas; April 2005, in Houston and in Dallas.

Keynote Luncheon Speaker, “Valuation Lessons from Successful Mergers,” The Energy Forum, Houston, January 2005.

Panelist and Speaker, “Annual Financial Update,” CTN/Southern Gas Association Network, Dallas, December 9, 2004. Provided an analysis of new FASB and SEC reporting rules. Also invited panelist in the annual programs in 2003, 2002 and 2001. The programs were broadcast to over 100 companies.

“Accounting and Valuation in the Law,” University of Houston Law Foundation program, November 2004 in Houston, and November 2004 in Dallas.

Speaker and panelist on financial engineering and liability valuation, at the annual meeting of the International Energy Credit Association, San Antonio, October 2004.

Keynote Speaker and Panelist at the First Annual Accounting Conference by Long Chilton auditing firm, South Padre Island, September 2004.

Speaker and Panelist at the National Association of Corporate Directors (NACD) Forum on Financial Integrity, Houston, September 2004.

Keynote Speaker on oil and gas reserves disclosures, to Houston Chapter of Society of Petroleum Evaluation Engineers (SPEE), September 2004.

Keynote Speaker on financial analysis of financial engineering transactions, to Texas Corporate General Counsels Forum, Houston, August 2004.

Research seminar presentation of my paper “Accruals Management with Financing and Investing Transactions,” at the Annual Meeting of the American Accounting Association, Orlando, August, 2004, and also at the Annual Meeting of the European Accounting Association, Prague, April 2004.

Keynote Speaker on “Leadership Development in the Sarbanes-Oxley World,” to Houston Human Resources Leadership Network (a group of senior HR executives), Houston, July 2004.

Speaker on financial analysis of derivatives, at the conference, "Utility Accounting and Auditing for Regulators and Consumer Advocates," at the Institute of Public Utilities, Michigan State University, June 2004.

Speaker at the annual meeting of the Canadian Energy Credit Association (IECA), at Calgary, May 2004.

Session chair and moderator for a session on bankruptcy and risk analysis, at the Annual Meeting of the European Accounting Association, Prague, April 2004.

Speaker, the University of Houston Bauer College MBA Society Distinguished Leaders Series, Houston, February 2004.


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