Upcoming Events

The CCRO hosts four in-person meetings every year.  The location varies in order to be close to our members that are located around the US & Canada.
Members and their invited guests are welcome to attend.  Others can request an invitation from Bob Anderson.

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CCRO Q1 2019 Members Meeting

  • One Allen Center 500 West Dallas Street Houston, TX, 77002 United States (map)

Location: Office of Motiva Enterprises

One Allen Center, 3rd Floor
500 Dallas St.
Houston, TX 77002

Map Link

Accommodations: Adjacent to Motiva’s office:

The Doubletree by Hilton
400 Dallas St, Houston, TX 77002
(713) 759-0202

Accommodations: Just across the street:

The Hyatt Regency Houston
1200 Louisiana St, Houston, TX 77002
(713) 654-1234 

Want to be our guest?

Members & guests should register here—>.  

We encourage guests that are interested in the CCRO to let us know that you’d like to attend by simply registering here.  We will reach out to you at the e-mail you give us asap. Feel free to contact Bob at with any questions!

Snapshot Agenda

Day 1

11:30 CST — Day 1 starts with members catching-up over lunch
12:30 to 5:00 — Members and Round-table discussions about CCRO initiatives
5:30 — Cocktails and continue unfinished discussions / start new ones, informally
6:30 — CCRO Member & Guest Dinner / Enjoy a dinner together with new & old friends

Day 2

8:30 CST — Day 2 starts with coffee, fruit, etc.
9:30 to 2:00 — Members symposium-style discussions about compliance risks
2:30 — Meeting closes

Thank you to our sponsors - click on each logo for more info…

Day 1: Current & New Initiative Discussions 

~ Detailed Agenda of March 28 ~

11:30 Lunch

Networking lunch gets things started

Catch-up with your fellow CCRO members, meet some of our guests

Sponsored by
Motiva Enterprises

1:00 Welcome

Welcome and Introductions

Meet the CCRO members and our guests; anti-trust statement

Discussion Hosts:

Bob Anderson
CCRO Exec Director

Paul Turner
Partner, Womble Bond

1:30 Our new initiative gets underway

Industry Standards for Credit Risk Management Practices

CCRO and IECA working together to publish new industry standards. With our Cooperation Agreement in-place, we are ready to kick-off this exciting initiative…

  • New platform for on-line collaboration and task management is set-up

  • Legacy CCRO papers are loaded for editing, re-organization, and aggregation

  • Sponsors are in-place to support group meetings & events

Discussion Hosts:


This new CCRO group is forming quickly, by first establishing the leadership group of credit-practitioner members.  In addition, we want to  invite the appropriate credit solution providers as CCRO advocate members to provide expertise and resources needed to tackle research and carry-out case-example credit analyses for the paper.  The wider team of credit professionals participating as editors is expected to incorporate a wide cross-section of industry and specialties.

CCRO welcomes the International Energy Credit Association (IECA) to this initiative.
CCRO and IECA will be working together to advance development of this set of white papers as well as related events & training...

2:30 The KRI Working Group expands

Key Risk Indicators and CCRO Benchmarking

Many members have indicated they do internally measure and report their own KRIs.  They also indicated that the value of these measures is limited because they can only be inward-looking, measuring only their own numbers and trends.  However, benchmarking to industry peers would dramatically increase the value of KRI measures by bringing a sense of what numbers and trends may be "best" or "worst" in-class KRI results.  With external KRI benchmarking, a CRO's reports can make a much more compelling case for internal change initiatives.

Taking constructive action towards solving this situation, the CCRO's KRI working group has created a database of anonymous industry KRI benchmarking statistics, particularly in the area of operative risks.  Our proof of concept of this database and an associated cloud-based reporting tool is already available.  

Two threads for this meeting’s discussion about this initiative are being developed:

  • Operationalizing” participation in the trade area KRIs….

  • Advancing” into new credit risk management KRIs…

Discussion Hosts:

Kristen Murray
Director, Risk Control & Contracts
A CCRO Member

Joe Zappia
Senior Manager, Corporate Risk Assessment,
EQT Corporation
A CCRO Member

Roderick Austin
Vice President
Cube Logic
A CCRO Advocate

3:30 Back by Popular Demand

Member’s Colloquy of Open Topics

Members discuss any risk topics currently of most interest to them, seeking immediate feedback/thoughts from their peers…creating a unique opportunity to interact with your peers, the most senior risk professionals in our energy industry.

Discussion Hosts:

Bob Anderson
CCRO Exec Director

4:30 The Compliance Commission

Tactical Focus for the Compliance Commission

A strategic leadership team has put together some suggestions to bring a tactical focus for to the Compliance Commission

Discussion Hosts:

Tom Birmingham 
VP, Compliance 
A CCRO Member

David Klein 
Senior Director
Analysts International
A CCRO Advocate Member

Steve Kleege 
Veritas Total Solutions
A CCRO Advocate Member

Discussion Hosts:

Amir Andani
Director, Risk Management
Just Energy Group
A CCRO Member

4:30 The Retail Risk Management Group

Delivering on Retail Phase 1

A discussion of how the Retail Group is moving forward with new missions on specific deliverables…

6:00 Cocktails and Dinner

Join the CCRO members & guests to catch-up among friends over drinks & dinner…

Location TBA

Map Link


Day 2: Symposiums on Compliance Risks

~ Detailed Agenda of March 29 ~

Bob Anderson
CCRO Exec Director

Paul Turner
Partner, Womble Bond

8:30 Welcome, coffee & today’s agenda

9:30 Day 2 Symposiums

Symposium #1 -

A deep-dive into one specific risk topics nominated by members…we are currently discussing ideas, and are thus far considering:

  • Solar generation impacts and resulting risks for the short and long-term

  • Distributed Energy Resources and impacts on risk

  • Outlook for energy market fundamentals this summer

TBA Hosts
A CCRO Advocate or Guest

11:30 Lunch

Light lunch served and resume discussions during lunch.

9:30 Day 2 Symposiums

Symposium #2 -

TBA Hosts
A CCRO Advocate or Guest

A deep-dive into one specific macro or micro-risk topic nominated by members… One topic that seems promising but is tentative based on availability of some key people is:

  • The ISO/RTO FTR markets and associated risk management practices

2:00 CCRO Meeting Closes  

Thank you to all our members & guests that participated!

Earlier Event: November 29
CCRO Q4 2018 Members Meeting
Later Event: June 27
Q2 2019 CCRO Members Meeting