Self-study: How Will Mexico Restructure Its Energy Industry?

Based on live webinar of July 9, 2014

This course provides insights into the economic pressures that Mexico is facing and why they need to restructure their entire energy industry. The speakers explore how Mexico will regulate and manage the new open environment. They also examine proposed profit sharing mechanisms and take a close look at concerns about doing business in a country where corruption is perceived as an ongoing, widespread problem.

Learning Objectives
After completing this program, participants will be able to:

  1. Discuss economic pressures and major factors impacting Mexico’s energy industry and creating a need for restructuring.
  2. Explain how Mexico will likely regulate and manage the new open environment.
  3. Describe the typical production sharing arrangement between a foreign oil company and the host country.
  4. List and explain proposed profit sharing mechanisms and contract issues to consider.
  5. Discuss concerns—including FCPA, land rights, transfer pricing, security and others—about doing business in an environment where corruption is perceived as an ongoing, widespread problem.


Loretta Cross, CIRA, CDBV—Managing Director and leader of Energy Practice, Stout Risius Ross, LLC. Ms. Cross has more than 30 years of experience in audit, strategic planning, operational efficiency, and financial consulting. Loretta is a recognized expert in the energy field and has advised some of the nation’s largest energy companies including NRG, Plains All American Pipeline and BP. Prior to joining SRR, Loretta was a Managing Partner at Grant Thornton where she led both the Energy Advisory Practice and the Corporate Advisory and Restructuring Services Practice.

Mark Patten—President, McKinnon Patten. Mark focuses on tax planning and strategies for small to mid–size owner operated businesses and high net worth individuals. He also specializes in business valuation for purposes of tax planning and strategic transactions. Mark is a CPA licensed in Texas with ABV and CFF designations. Mark has an MBA with concentration in Finance from Duke University and a BBA in Accounting from the University of Houston.

Raul Rodriquez —Analyst with SRR’s Valuation & Financial Opinions Group. Raul previously was a graduate student at Southern Methodist University where he was a research assistant in the University’s energy research institute. He also worked as an analyst and intern at boutique investment banks where he gained experience in the energy and healthcare industries. Raul is fluent in Spanish and holds a B.B.A. in Finance from the University of Notre Dame.

Price $65
CPE Credit Recommended, 1 CPE Credit hour(s), field of study—Accounting - Technical;
Knowledge level Basic—Most beneficial to CPAs and other financial advisors new to a skill or attribute, including individuals at staff or entry level in an organization as well as seasoned professionals who desire increased knowledge in the subject matter.
Additional Info Online registration and payment of fee will allow materials to sent to the participant’s email address and the participant must submit request for CPE credit after completing the requirements (instructions enclosed with materials). Presenters’ PowerPoint slides for reference are included with materials. If unable to register online, participants may call AIRA’s office at (541) 858-1665 to order.
Format Digital Materials
Prerequisites None
Advance prep None

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Requests for refunds must be received within 10 days after receipt of course subject to a $25 cancellation fee and return of all materials in good condition.

Question Resolution

For assistance regarding refunds, program cancellations, or other program related matters, please contact our offices at (541) 858-1665 or by email

National Registry of CPE Sponsors

Association of Insolvency & Restructuring Advisors (AIRA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) for group training on the National Registry of CPE Sponsors.

NASBA CPE Credits are made available and awarded for AIRA group training that complies with the Statement on Standards for CPE Programs. In accordance with these Standards, relevant group training details are disclosed to learners in advance via email invitations, registration websites, or other similar advance announcements.

AIRA’s CPE Sponsor ID Numbers:

  • NASBA National Registry: 103243
  • Texas State Board of Public Accountancy: 003242

Complaints regarding NASBA National Registry CPE Sponsors may be submitted to NASBA via their website, State boards of accountancy have final authority on the acceptance of CPE Credits for Certified Public Accountants (CPAs).