Section Officers Resource Center

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Section Officers Resource Center

Cheat Sheet

Update your officer roster

Membership Renewal Toolkit

Membership

Grow, Support, Retain

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Membership reporting (Membership Builder)

Email your members (Informz)

Events, DL, and Activities

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Contact sections@spe.org with questions

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Operations and Governance

Annual Report, Awards, Recognition Supporting Students Timeline and Deadlines Councils

Officer Roles Operating Regulations SPE Policies SPE Strategy and Goal Setting Compliance

Succession Planning, Elections

Officer Roles

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Operations and Governance

The section board should include 5 at-large, voting positions, which are:

SPEI Board Structure

Recruitment Best Practices and Position Descriptions

1. Chairperson
2. Program Chairperson
3. Membership Chairperson
4. Secretary
5. Treasurer

Update Officer Roster

All sections are required to appoint a minimum of 3 of these core officers in order to remain compliant.

A is required if the section sponsors one or more SPE student chapters. It is recommended to add an additional liaison per 5 sponsored student chapters. A Webmaster is also required if the section has an SPE-hosted website. Additional positions, such as , , or may be appointed as appropriate. Student members cannot hold officer positions on a section board. All officers should be SPE members in good standing and should be added to the online roster.

Student Chapter Liaison

Diversity & Inclusion Chair

Senior Professional Officer

Young Professional Chair

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Student Chapter Liaison

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Operations and Governance

The Student Chapter Liaison must be a professional member of the section. This officer is crucial, as their role is to connect students to the industry as well as guide the chapters(s) with all aspects of operations. They must be familiar with the and work closely with faculty advisors and chapter officers. Their involvement helps local students transition into professional members by encouraging participation in section activities. It is recommended to add an additional liaison per 5 sponsored student chapters. A full role description can be found in the

Policy to Establish and Maintain an SPE Student Chapter,

Officer Recruitment Best Practices and Position Descriptions

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Faculty Advisor

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Operations and Governance

Although not required, sections are encouraged to include this officer role to strengthen involvement and support for student chapters. As a staff member of the university academic community and SPE, the faculty advisor provides a communications link between the student chapter, university, and sponsoring section. They serve as a guide for students in developing and implementing goals, objectives, and programs. As members of the chapter change from year-to-year, they are the constant link between the chapter and the section.

Apart from being a current SPE member at the time of appointment, faculty advisor membership dues are complimentary each year as a thank you for their service.

Role and Responsibilities

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Operating Regulations

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Operations and Governance

Additional policies and operating guidelines should also be maintained by the section. They should include information on the following:

Operating regulations are a governing document for the management and activities of the section. They are an agreement between your section and your members. Sections are required to agree to the at the time of annual report submission. Sections wishing to adopt alternative operating regulations must request approval from SPE. Operating regulations should be clear, concise, non-restrictive and include details of board structure, election rules, amendments, and dissolution.

• Board position descriptions and responsibilities
• Board meeting frequency and process
• Committee details
• Details on succession and term dates
• Financial rules and managing reserves
• Refund/event cancellation
• Student support and scholarship funding

standard operating regulations

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Succession Planning and Elections

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Operations and Governance

It is recommended that officer terms are a minimum of 1 year / maximum of 3 years. To allow for succession planning, terms of service should be staggered. All voting officers should be open for re-election after the term time ends. Sections may decide whether they will reinstate officers to serve in the same role again in a consecutive 3-year period, permitting they received a majority vote. If at any time during the term a board member resigns, the Chair should select a member to fill the vacancy for the remaining term. If the Chair resigns, the Program Chair should become the Chair and appoint another member as Program Chair. Election processes take many different forms across the world. SPE has put together with recommended election process to aid transparency and fair recruitment processes. When it comes to succession planning, ensure information gets effectively transferred from outgoing to incoming officers. Think carefully about how your section stores its information and how this can be made accessible to your successors.

Update Officer Roster

guidelines

Check out the Transition Checklist

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SPE Policies

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Operations and Governance

The following policies are specific to council, section, and student chapter operations:

Sections must comply with SPE policies in order to maintain their overall compliance status. For a full overview of all policies, visit the

Email Policy for Sections, Student Chapters, and Councils

policies and procedures page.

Insurance and Alcohol Guidelines

Policy to Establish and Maintain an SPE Section

Section and Student Chapter Events Guidelines

Event Code of Conduct, including virtual

Section Website Guidelines

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SPE Strategy and Goal Setting

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Operations and Governance

The current strategic plan was approved by the SPE International Board of Directors in January 2023 and focuses on Envisioning the Future of SPE to address member-reported priorities around:

• Concern for attracting and preparing a next-generation workforce
• Energy transition and our place in it
• Industry reputation and public perception
• Technology development in oil and gas (including sustainable technologies)
• Challenges in maximizing oil and gas production and recovery

All section officers are encouraged to familiarize themselves with the strategic plan and ensure local activities and practices are in line with the mission, vision, core values, and strategic direction of SPE.

SPE Strategic Plan

Setting SMART goals to achieve your strategy

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Annual Reports, Awards, and Recognition

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Operations and Governance

Annual Reports

Each year, sections must submit an annual report to maintain their compliance status.Annual report submission deadline: 1 June. The 2025 annual report is open, and log-in details have been sent to the Chair.

Awards and Recognition

Sections meeting eligibility requirements - including submission of the annual report by 1 June - may apply for award consideration.

Read more here.

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Compliance, Timeline, and Deadlines

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Operations and Governance

It is expected that sections maintain certain requirements to maintain their status. Compliance criteria must be met throughout the year. Sections not meeting criteria are at-risk of being deemed non-compliant for the following year - or disestablished, as of 15 November.. Sections not in compliance forfeit benefits, including, but not limited to Distinguished Lecturer visits, monetary rebates, and consideration for awards.

Policy to Establish and Maintain an SPE Section

In addition to submitting an annual report, sections have other responsibilities throughout the year - such as dates for the DL program, claiming rebates, and keeping officer rosters up to date. Never miss a deadline again by adding those important dates to your calendar.

Timeline and Deadlines

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Councils

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Operations and Governance

National/Regional

Industry Advisory

Like sections, .national and regional councils must also meet compliance criteria. Annual reports are due 1 June each year. Read the full policy here:

Policy to Establish and Maintain an SPE Council

- Submit to sections@spe.org

Council Roster Form

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Finance

Audits Rebates

Treasurer's Role Budgeting Banking Revenues / Expenses Contracts Sponsorships

Record Retention Bank Reconciliation

Reserve FundsFunds on Account

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Treasurer's Role

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Finance

The treasurer's role is an important one, as they manage the section's funds. Transparancy in this role is paramount. Responsibilities include the following:

• Establish a budget for the year.
• Establish and balance the section’s bank account.

• Collect and disburse section funds as approved.

• Provide annual financial details to be included in the section's annual report.

• Provide monthly financial reports and make recommendations on the management of the section's finnances to the board.

• Maintain all accounting records, including deposits and payments.

• Reconcile the bank account to the monthly financial statement.

• Prepare annual operating budget.

• Perform an annual audit.

• Share financial status and updates with the membership.

Financial Management Webinars with SPEI CFO

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Reports

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Finance

How often to share reporting

The frequency depends on your section's level of activity. Monthly, or at least quarterly financial reports should be provided to the board and made available to the membership. This may be done using a spreadsheet format or accounting software - such as Quicken or QuickBooks.

Treasurer's report

This report is a periodic review of the section's financial reports. The board, or a subcommittee, should meet at least quarterly to review the section's financial results. The treasurer's report should contain these findings in addition to bank reconciliation and budget-to-actual results.

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Budgeting

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Finance

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What should section funds cover?

Ensure you are using the section's funds appropriately.

All funds generated by sections should be used to further the mission of the society of disseminating technical knowledge. The goal of the society is the dissemination of technical information rather than generating surplus funds. Programs should be self-sufficient and budgeted to break even.

Funds belong to the section membership and should be used for its the overall benefit. As such, typically it is not an appropriate use of section funds to pay for an officer’s membership or travel to attend events for professional development. Groups that create programs for officer travel, scholarships, or assistance for members to travel to meetings should make the criteria and selection process transparent.. .

Best Practices

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Banking: Bank Accounts

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Finance

Bank accounts should be established in the official section name, if possible.

Only one account is necessary.If a second account is needed, it can be a savings or investment account for earning interest. SPE does not have a policy limiting the number of accounts a section may have but strongly suggests a maximum of one checking account and one savings account. This will help the section better manage its financial controls.

Setting up a bank account is the section's responsibility. All costs involved are at the section's expense. Non-US sections need to establish themselves in their country with the documents required by their government. They should explain they are not setting up a bank account as SPE International.

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Reserve Funds

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Finance

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Sections do not normally require large reserve accounts due to the lack of ongoing, fixed costs.

However, surplus funds may be generated during the course of business. It is not the purpose of the section to accumulate reserve funds but rather to use these funds to provide programs for its members.

Surplus funds may be placed in an interest-bearing reserve account and allowed to grow to a level of two times the annual operating budget for necessary section services. The operating budget is considered to include only ongoing professional activities – exclusive of such programs as golf tournaments and social events.

Any additional funds in excess of these reserves, regardless of the source, should be invested in additional technical, professional, or community programs or to support students.

SPEI uses Vanguard for investments. Sections can receive reduced fees if they use Vanguard under SPEI and SPEI will never have access to your account. If you are interested in learning more, read

SPEI's Investment Policy.

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Funds on Account

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Finance

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SPEI holds section funds on account when requested.

These funds may be used to purchase books, or pay membership dues and registration fees. Sections wishing to avoid currency exchange fees or that have difficulty moving funds into and out of their countries use these accounts.

To utilize these funds, an officer of the section must send a written request to sections@spe.org and include another officer in copy. Attach the completed Payment Options Form. This is the same form required to claim rebates.

Jump to Rebates

These funds are only paid to the section or officers - never issued directly to a vendor or supplier.

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Revenue: Segregation of Duties

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Finance

Ensure the section has documented procedures for collecting and recording incoming revenue. As events and meetings generate the greatest amount of revenue for section, it is especially important to keep a detailed list of sponsors and attendees from these sources. It is best practice to have a different person perform each of the duties below. This minimizes the risk of fraud. - Create the list of attendees - Collect the money onsite at the event/meeting - Perform the bank reconciliation

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Revenue: Managing Revenues

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Finance

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The section's expenses should align with SPE's mission.

The board or a subcommittee should approve all expenses. Formal approval of large expenditures is strongly recommended. This can be done during the budget process or throughout the year.

Once approved, checks should be issued by the treasurer. It is recommended to require multiple signatures on checks above a certain amount, such as above USD 500. Please note the person approving payment should be different from the person issuing the payment.Documentation and receipts should be retained and should be original documents - no copies - and should show the amount paid.

• Scholarships - keep the name of the recipients and rationale for the scholarship. Follow up to confirm the recipient received the funds and the funds cleared the bank.

• Donations to a university department - followup to make sure they spent the funds as it was intended (do this with any organization)

• Travel expenses - keep the itinerary with dates and detailed reason for the travel expense. Good documentation is needed in case someone objects in the future.

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Contracts

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Finance

Manage the section's contracts.

Contracts should be limited, as the industry might be very different in upcoming years. Keep in mind that contracts commit the section and that future payment date(s) may exceed the terms of the section’s current officers. Re-negotiate multi-year contracts. Contracts should be reviewed by 2 officers and signed by 1 officer.

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Sponsorships

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Finance

Tax Receipts to Sponsors

Charitable Contributions vs. Donations

Sectons should issue a tax receipt to corporations or individual sponsors. Calculate the value they receive from their sponsorship and subtract that amount from the total they gave for their sponsorship.

If a company sponsors your event and receives a value, such as advertising or a banner, then they receive a value for their sponsorship. This would be considered a donation. If a company receives no value for their sponsorship, this would be considered a charitable contribution and is 100% deductible in the US. Send a letter to the company stating the amount of the contribution along with SPEI's tax ID number, so they can deduct the amount from their taxes (US only).

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Reviewing Financial Records

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Finance

The section should perform a review of its financial records. It is recommended for reviews to take place before the incoming treasurer assumes office. Larger sections may choose to engage the services of an accountant to conduct a formal audit.

For most sections, a review, which is an informal audit, is sufficient. Reviews may be conduced by designated members of the section. Audits and reviews protect the officers from potential fraud or accusations of misuse of funds. Reviews should:

• Be conducted at least every 3 years.
• Consist of a review of controls and reporting.
• Be conducted for sections that have more than USD 500,000 in assets.

Sections/councils with asset balances exceeding USD 500,000 must follow the .

Agreed Upon Procedures (AUP)

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Record Retention

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Finance

What Records to Keep

How Long to Keep Records?

• Bank statements
• Bank reconciliations
• Audits
• Check register
• Documentation for expenditures, including scholarships
• Meetings & events hosted, including lists of sponsors, and contracts with sponsors and venues

• Operating procedures-related documentation, including banking privileges, contracts, and reviews
• Travel expenses - itinerary with dates and activites undertaken on behalf of the section
• Scholarships & donations paid by the section

Keep financial records for the last seven fiscal years.

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Bank Reconciliation

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Finance

Bank reconciliation is the minimum level of financial reporting that should be done by the treasurer each month.

Bank reconciliation should be done every month. The listing of checks and deposits and should explain any difference between the checkbook balance and the bank’s balance. The bank reconciliation should be reviewed by one or more officers, besides the treasurer. This is important because it provides committee-level review of the financial affairs of the section. It is considered both a compensating and detective control for financial irregularities. This review should be initialed and retained as evidence of review.

Rebates

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Finance

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The rebate program is designed to provide funds for ongoing section operations. SPE suggests sections to utilize their rebates to support their members by funding programs or benefits intended to serve the broader professional membership or community outreach. Funds must be claimed by 20 October. Unclaimed funds will be forfeited. For sections to claim their rebate funds, all of the requirements below must be met: • Online payment form received by 20 October • A paid section officer, listed on the roster, must submit the form. They will be required to include a second officer within the form. This serves as approval by the second officer. • Annual report submitted • A Student Chapter Liaison on file for all sections who sponsor student chapter(s) • At least 3 of the 5 core officers on file • At least 25 professional members, excluding affliates • Compliant • Established for at least one year All current section officers will receive an email with the link to complete the online payment form. IMPORTANT: Even if you want funds held on account with SPE, you must claim the funds by completing the form. There is an option to hold funds on account.

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Rebate Calculation

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Finance

Here is how the Section Membership Rebates are calculated: Section Membership Rebate: USD 3 per professional and affiliate member with a minimum of USD 500 and a maximum of USD 10,000. Membership numbers are based on 30 September month end totals. Payments will begin to be sent out mid to late October.

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Membership

Grow, Support, Retain

About SPE Programs, by Career Stage Member Reporting (Membership Builder) Supporting Existing Members Supporting Students Retaining Members Dues Renewal

Best Practices

YPs, SPs, MiT, D&I

Volunteerism, Recognition, Engagement

Scholarships

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About SPE: Mission, Vision, and Strategic Plan

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Membership

Strategic Plan

Mission

Vision

Advance the oil and gas community’s ability to meet the world’s energy demands in a safe, environmentally responsible, and sustainable manner.

SPE has identified four key strategic goals to advance the society toward our vision over the next 3–5 years. 1. Life-long Learning 2. Knowledge Transfer 3. Membership 4. Professional Pride

To collect, disseminate, and exchange technical knowledge concerning the exploration, development and production of oil and gas resources, and related technologies for the public benefit; and to provide opportunities for professionals to enhance their technical and professional competence.

READ MORE

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Best Practices

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Membership

Check out the Membership Best Practices Guide to read more about:

• the requirements of SPE Professional membership
• ways to attract new members
• types of professional members, by career/life stage
• ...and more!

READ MORE

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Operate a YP or SP Committee

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Membership

The mission of a Young Professional (YP) committee is to identify, engage, and develop SPE members 35 years of age and younger by providing relevant technical education and networking opportunities. The mission of a Senior Professional (SP) committee is to identify and engage SPE members age 55 and older by providing relevant programming, networking and volunteer opportunities and social events. These committees, as with any other, should be sanctioned by the section board and report all monetary and programmatic activities. They may not adopt their own logos. YP/SP committeess conduct the following activities:

• Seek approval from the section board to begin development of a YP Committee.
• Organize an informal meeting of the section’s young professional members.
• Select or vote on YP committee members.
• Prepare a list of activities the committee wants to accomplish and the necessary budget.
• Present the budget and plan to the section board for support and approval.
• Begin planning and publicizing events and activities.

Read more

about global SP programs and activities - including special membership benefits, getting involved, and staying current.

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Members in Transition (MiT)

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Membership

MiT Toolkit

Through every industry cycle, SPE is steady and supportive, and this is an important message to get out on a global as well as local level. Sections are encouraged to promote SPE’s Members in Transition toolkit, which provides information, resources, and programs to assist their members during the current downturn. SPE offers a dues waiver for renewing members who have lost their jobs due to the industry downturn and other circumstances.

• This toolkit provides information, resources, and programs to assist MiT
• Optimize job search
• Develop professional network
• Enhance professional skills
• Stay motivated

READ MORE

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Diversity & Inclusion

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Membership

Women in Energy has become Diversity & Inclusion Since WIN was founded in 2016, the energy industry has continued to grow and develop. To ensure SPE stays current and relevant with its standing committees, the SPE International Board recently approved a proposal to expand the remit of the WIN committee to cover Diversity and Inclusion (D&I) as a broader topic.

Sections may establish a local D&I committee to successfully implement D&I programming activities at the local level. Local D&I programming at the section level should directly align with the mission and vision of the global

SPE D&I Committee

View guidelines to establish a local D&I committee

Explore SPE interviews, research, and discussion on D&I in the oil and gas industry

Engage in discussions in the Connect community

Download the D&I logo

View Townhall recordings

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Membership Builder

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Membership

Get to know your members by viewing charts and graphs with current, monthly, and historical data. The dashboard gives a quick, visual snapshot of membership, while rosters contain more details - including education, committee experience, award history, and papers.

Membership Builder is available only to current section officers listed on the roster. Use your usual SPE.org login and password.

The information on the rosters may be used only for programs endorsed by SPE. Use or reproduction of the information for commercial purposes or for programs not endorsed by SPE is strictly prohibited and subject to legal action. Unsure of how to handle data safely and responsibly? Refer to the

data protection best practices

Links to login page & user guide

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Volunteerism

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Membership

Volunteers are the driving force behind SPE and its activities. Getting the right people to volunteer is not always as easy as it might seem. Ensuring a good match between your volunteers and their responsibilities is essential for making your section's activities a success. SPE International does not record or provide certificates for local volunteers but encourages you to create a program that fits your section. To help, we have created Learn more about

appreciation letter and certificate templates

volunteerism best practices.

Volunteer with SPEI

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Engagement Through Recognition

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Membership

Membership Certificates

Milestone Anniversary

Local Awards

Encourage members to download their membership card and/or certificate through their Member Profile. Or - reach out to us for an export of milestone anniversary certificates for year. These follow the membership year (1 Jan - 31 Dec).

Engage members by celebrating your section's milestone anniversary! Graphics are available for download in the Section Officer Community library of Connect. Add to social media posts, promos, letterhead, or your email signature.

Just as SPE recognizes outstanding members through your section is encouraged to provide local recognition to increase engagement.

International and Regional Awards

How-to Guide

CONNECTLIBRARY

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Engagement Through Communications

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Membership

Ensure your members know about your meetings and events and are given the opportunity to provide feedback.

• Website maintenance – Make a good impression! Keep it updated, active, and looking nice.
• Social media – appoint champion(s) to manage your accounts and have a consistent voice.
• Informz broadcast email
• Use the targeted lists for specific member groups: new member welcome, unpaid reminder, new transfers welcome, etc.
• Don't use boring subject lines. Catch the readers' attention. (It's okay to have a little fun!)
• Ensure you have clear call-to-actions - easy instructions for what you want the reader to do, such as register, RSVP, etc.

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Student Support

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Membership

Supporting students through involvement with local universities, and primary schools in your community is a mission for SPE. It is important that sections establish strong relationships with their student chapters and members, aiding their transition to professional members and cultivating them into active section participants and leaders. Sections may choose to sponsor one or more student chapters. In doing so, the section commits to assisting the chapter with training, mentoring, and planning activities. In order to meet maintenance criteria, sections sponsoring one or more student chapters must have a Student Chapter Liaison officer position dedicated to supporting the chapter(s). It is recommended to add an additional liaison per 5 sponsored student chapters.

Best Practices for Sponsoring a Student Chapter

Best Practices for Supporting Recent Graduates

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Students (Future Professionals)

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Membership

SPE can offer professional development, an "in" to the industry, CV enhancement, networking, and more for students.

For any section that sponsors student chapters, the graduating students are a great pool of new talent to tap into and can also help you grow your overall membership. Sections should play an active role in coaching sponsored student chapters and help them develop a recruitment and retention strategy, as ultimately you will benefit further down the line. Students, especially those in their final year, can be encouraged to participate in section events, making them more likely to stay engaged with SPE on a local level and continue their career within the oil and gas industry.

SPE offers free membership for the first year after graduation, so it is worthwhile helping your student chapters remind their members of this advantage. A further reduction in dues is available for the second year, too.

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Scholarships

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Membership

SPE offers scholarships and fellowships for both undergraduate and graduate students pursuing degrees related to the oil and gas industry. the available scholarship programs and encourage students in your area to apply. Funding students through scholarships promotes the quantity and quality of entrants into our profession. This support also recognizes merit and provides financial assistance to those who otherwise might not be able to obtain a university education. One of the best ways to administer and manage scholarships is by appointing a scholarship committee to be responsible for developing objectives, advertising, collecting applications, and selecting recipients. Consistency is important in terms of awarding the same amount based on the same criteria.

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Retention

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Membership

Retention is the key element to a successful member organization.

• Offer members value – highlight the benefits that sets SPE apart from other organizations
• Personalize approach – engage the individual member, tell them they are not renewed (they might not realize) greet them at events, appoint a company champion, showcase their achievement as it relates to membership (awards, committee assignments, volunteerism, etc.)
• Allow multiple avenues for engagement opportunities – committee appointments, speaking opportunities, volunteering, etc.
• Enhance networking channels – fundraising, events, and social gatherings
• Make it easy to renew – coordinate with SPEI’s renewal campaign

SPE Membership Competition

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Renewal Resources

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Membership

is an interactive renewal promotional guide for officers to help your section with renewals. The guide includes a suite of materials, including a justification letter, website content, online banner advertising, social media promotions, videos, and pre-written email content. Officers are strongly encouraged to run renewal campaigns along SPEI’s campaign through the end of March. Local campaigns are very effective through a combination of email, phone calls, and face-to-face reminders. A personalized approach from you can be more effective when getting members to renew rather than receiving an email from SPEI. If the reminder does not come from you, many times they will not realize they are unpaid. is a thorough presentation that includes SPE's mission and vision statement, strategic priorities, history of SPE, as well as the benefits of being a member. It also includes technical resources, online resources, and programs just for students.

Membership Renewal Campaign

Introduction to SPE

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Communications and Marketing

System to Email Your Members (Informz) Social Media and Websites SPE Connect Logos and Letterhead eUpdate

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System to Email Members (Informz)

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Communications and Marketing

Quick Tips:

• Be clear, concise, and complete - as well as timely and relevant
• Answers the questions: “What’s in it for me?” Who, what, why, where, when, and how?
• Write as though you were talking to a good friend or colleague
• Keep sentences brief
• Use bullets or spaces for easier reading
• Proofread for errors
• Always send a test mailing to yourself

SPE provides all sections with a complimentary broadcast email service, so you can communicate with your members via email. This system includes reporting on the success of your email and ensures compliance with all privacy laws. When using the account, you agree to abide by the email policy: All communications referencing SPE must be sent through SPE’s email tool, Informz. Sections are not to maintain lists of member or non-member email addresses. SPE reserves the right to revoke access to this tool at any time. If you do not see templates, your account has not been active. Please contact sections@spe.org, and we will set up your templates.

Log in using your SPE.org credentials

Broadcast email system user guide

Data protection best practices

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Social Media

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Communications and Marketing

As a global brand, it is important that all sections globally are presenting themselves in a similar manner. Doing so will help to create a global brand awareness., Sections and student chapters with a greater online presence work to boost our prestigious organization. Thus, if your section has social media pages, you should follow these tips to ensure you are branding them in the right way and getting the most out of each platform.

Follow and interact with SPEI on our accounts and use the hashtag #WeAreSPE

Social Media Guide

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Websites

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Communications and Marketing

By request, SPE provides a complimentary website where officers can create and update content without any software to buy or install. Features include a document library for your members and event registration. It is important to frequently review and refresh your content to keep your members informed, connected, and engaged. Therefore, a Webmaster is required to be listed on your officer roster.

Request a website

Website User Guide

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SPE Connect

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Communications and Marketing

SPE Connect is a virtual forum where you can meet, collaborate, discuss, and share information with other members. There are various discussions organized around technical specialties. As an officer, you are a member of the Section Officer community. Take advantage of this resource to share best practices, ask questions, and get in-the-know with officers from around the world. Read from other sections. Your section also has its own community within SPE Connect--which is different from the shared community for officers. Members, not just officers, of your section have access to your community, so it is a great place to store documents and post announcements.

Success Stories

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Guidelines

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Logos, Taglines, Letterhead, & Business Cards

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Communications and Marketing

Official section logos and letterhead are provided in the library folder of the Officer Community of SPE Connect. Files are available in multiple formats, including one formatted for social media accounts. Taglines are also available to download from the community. SPE has unveiled a new optional tagline—Solutions. People. Energy.—designed to emphasize our Society’s mission of sharing innovative solutions, empowering members, and addressing the global demand for sustainable energy. Reference the before using the files.

graphics standards

Business Card Template

Logos, Taglines, & Letterhead

Virtual Background

Also - customize and create a virtual background with your section's logo.

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eUpdate

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Communications and Marketing

.SPE sends a quarterly newsletter to all officers to keep them abreast of key information. Included in the eUpdate are tips to help you operate your section - as well as success stories of sections with innovative programs or ideas. Most importantly, these updates include reminders of deadlines, announcements of new resources, and upcoming events.

Read eUpdates

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Events, DL, and Activities

Planning an Event Distinguished Lecturers Sourcing Speakers Advocacy Community Education / Energy4me Community Service / SPE Cares Gaia

Virtual Events Officer Visits

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Planning an Event

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Events and Activities

Helpful Event Documents

Home

Event Tips

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Policies

Sharing technical knowledge and providing a platform for members to network is one of the keystones of SPE. Sections should ensure they provide the right type of events for their local membership, while operating in line SPEI's policies. The Events Tips guide outlines best practices when it comes to planning and promoting events locally.

Insurance

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Virtual Events

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Events and Activities

While virtual events provide an excellent new way of bringing education to SPE’s members, these events require a higher degree of coordination, planning, and communications both internally and externally. Check out the virtual event guide before planning your next virtual meeting.

Customize and create a virtual background with your section's logo.

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Virtual Background

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PRMS and SRMS-Related Events

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Events and Activities

The SPE Oil and Gas Reserves Committee (OGRC) would like to offer its support in the production of reserves-related activities within your region/section.

Petroleum Resources Management System

The details of the

are complex and sometimes subtle, and the OGRC is tasked with ensuring that related content is presented accurately.

CO2 Storage Resources Management System (SRMS)

The subcommittee would like to offer its support in CO2 storage resource related activities within your region/section. is complex and sometimes subtle, and the SRMS subcommittee is tasked with ensuring that the content is presented accurately. If your section is planning an activity on either topic, please email ogr@spe.org, and you will be directed to one of the committee members for assistance.

SRMS

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Officer Visits

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Events and Activities

Sections may request Presidential or Board Member visits for important events, business development reasons, or to meet the local members. Sections are advised to submit requests a year in advance for the next President. Late requests for current Presidents may not be able to be fulfilled. Staff will check availiabilty and follow-up with the requestor.

Best Practices

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Distinguished Lecturer Program

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Events and Activities

The purpose of the Distinguished Lecturer program is to provide SPE sections with outstanding speakers for section meetings - and to recognize the professional contributions of the selected Distinguished Lecturers. The program promotes SPE’s mission to collect, disseminate, and exchange technical knowledge. Learn more and how to run the program by clicking the button below.

DL Program Guide

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Sourcing Speakers

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Events and Activities

Speaker Source is an online directory which provides section and student chapter officers a searchable database of professionals willing to travel and share their knowledge through in-person presentations to sections.

Link

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Advocacy

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Events and Activities

The Society of Petroleum Engineers is occasionally asked to weigh in on issues related to oil and gas policy, regulation, and current events. SPE serves as an objective technical authority for the industry and encourages members to participate in community outreach and education programs that enhance public understanding of the energy industry, and explain technical and economic issues involved in oil and gas exploration and production.

SPE should be objective and impartial when it comes to political matters and government policy. Under this , there are activities that should not be conducted by SPE, either because they are prohibited by the regulations governing SPE’s non-profit status or because they are outside of the scope of SPE’s mission.

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Energy Education / Energy4me

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Energy4me is SPE’s program that educates students about the oil and gas industry. This global energy education program relies on hands-on activities that use simple components to teach complicated engineering functions used in oil and gas exploration and production.

Globally, SPE offers Energy4me in two environments: conducting workshops for teachers and members conduct classroom presentations at local schools. Members who wish to conduct classroom presentations are encouraged attend to one of the and be included in our roster of Energy4me Ambassadors.

member training sessions

Ways to Serve Your Community

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Community Service / SPE Cares

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Events and Activities

Sections are encouraged to organize community service activities as part of the SPE Cares program. SPE Cares’ objective is to unify and recognize the community services activities that SPE members are already conducting in their respective sections. Promote SPE Cares in your area by organizing a community service project, partnering with local government and non-government organizations to further community service initiatives, or collaborating with other sections and student chapters worldwide for community service initiatives.

Examples include environmental clean ups, serving in soup kitchens or food banks, visiting nursing homes, holding food drives, home or school makeover, tree planting program, organizing a race or walk, donating clothes, toys, books or household goods to local charity, or volunteering at local animal shelter.

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SPE Gaia Sustainability Program

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Events and Activities

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