2025 Training Schedule

Enhance your skills with our comprehensive training programs

With over 30+ years of expertise in developing and improving PHDwin software, we are proud to be a trusted and established leader in the oil and gas reserves space. Our deep-rooted commitment to excellence and our passion for innovation have set us apart as the go-to solution for energy professionals seeking unparalleled software and services.

Our Mission

Equip users with in-depth knowledge of PHDwin's features to maximize efficiency, streamline workflows, and enhance the speed and accuracy of evaluations within their organizations.

Advantages for Industry Professionals

Easily replicate workflows used by professional reserves consultants, mineral lending evaluators, and management professionals.

Why Attend Our Training

Enhance Your Skills

Gain practical knowledge to improve efficiency and productivity.

Industry Expertise

Learn from seasoned professionals with real-world experience.

Networking Opportunities

Connect with peers in the industry

Skills our Training Participants Gain

Efficiency Improvement

Our Unique Advantage

Trainers at TRC Consultants continually work with clients to embrace new techniques, features, and create product improvements. Attending Training is one of the best ways to speak about upcoming features and possible improvements to PHDwin. Trainers at PHDwin are subject matter experts who influence the development of our program.
Trainers at PHDwin have real world experience and have seen challenging applications of reserves engineering and economic modelling applications

Training Schedule

PHDwin Fundamentals Training

Location

January 29-31

CompuTrain Training Center, Houston, TX

March 26-28

CompuTrain Training Center, Houston, TX

May 29-30

CompuTrain Training Center, Houston, TX

August 27-29

CompuTrain Training Center, Houston, TX

October 29-31

CompuTrain Training Center, Houston, TX

Venue Address

CompuTrain Training Center 9801 Westheimer Rd., Suite 320 Houston, TX 77042

Virtual Attendance

Training may be provided online on a per-request basis. Online training is subject to custom training rates. For more information, contact [email protected] or call 888-248-8062

Fundamentals of PHDwin V3

Ideal for new users, experienced Version 2 users, reserves engineers, reservoir engineering technicians, financial analysts, energy analysts, energy business leaders, and more.

There are no prerequisites for the course, but attendees should have a basic understanding of decline curve analysis; exposure to PRMS standards is helpful.

PHDwin Fundamentals

This hands-on training course introduces attendees to the fundamentals of PHDwin Version 3 through real-life case studies. Learn how to simplify workflow in reserve evaluation and analyze oil & gas assets efficiently.

Who Should Attend

Engineers, data technicians, finance professionals, third-party reserve auditors, consultants, and existing V2 users transitioning to V3

By the end of this course, participants will be able to

Create new databases and import data into PHDwin.
Build normalized curve cases and models for various inputs.
Apply projections using industry-standard forecasting methods.
Manage projects with multiple wells and create prospects.
Utilize scenarios and qualifiers for collaborative data management.
Model intra-case relationships using specialized group cases.
Generate and interpret detailed Discounted Cash Flow (DCF) reports.

Full Course Outline

Course Fee

$2,495 (Price with Client Discount $2,245.50)

Delivery Method

This session will be delivered in person.

Cancellation Policy

All cancellations or postponements must be received 21 days prior to the training date scheduled. Cancellations received less than 21 days prior will be assessed at 100% of the course price.

Software Installation

It is not necessary to have PHDwin V3 installed on your computer. However, to download PHDwin and obtain a trial license, please access our Client Portal on https://portal.phdwin.com/

Getting started with PHDwin V3

Manipulating Data

Reporting Economic Outputs

Special Case Setups

Meet our instructors

Jonathan Smith, M.B.A.

Sales Director & Growth Innovator

With over 15 years of experience in B2B sales, technology solutions, product management, and strategic team leadership, Jonathan Smith has established himself as a driving force within the energy software landscape. Since
joining TRC Consultants, LC in August 2012—initially as a Support Representative and progressing to a prominent Sales Director role—he has leveraged his expertise to shape and elevate the PHDwin brand

Jonathan has pioneered PHDwin Connect, a groundbreaking initiative that fosters deeper collaboration and integration across the oil and gas reserves ecosystem. He further expanded PHDwin’s industry impact by launching PHDwin Week, transforming it into a comprehensive week-long event dedicated to cutting-edge reserves content and industry best practices. Building on this momentum, Jonathan is now spearheading PHDwin Developer, a forward-looking platform initiative that positions PHDwin as the leading system of record for managing, analyzing, and growing oil and gas reserves data

Before his tenure at TRC, Jonathan honed his skill set in the medical and computer industries, achieving domestic and international sales success. His strategic approach, coupled with a strong technical background, enables him
to understand clients’ complex operational challenges and deliver tailored solutions that drive efficiency, transparency, and value.

A graduate of Texas A&M University with an MBA from The University of Texas of the Permian Basin, Jonathan combines academic rigor with hands-on industry experience. Whether teaching courses, mentoring teams, or collaborating with clients, he consistently emphasizes innovation, practical insights, and result-oriented strategies—ensuring that professionals can thrive in an evolving market.

What Makes Jonathan’s Training Approach Unique?

Jonathan’s training methodology is rooted in firsthand, comprehensive product knowledge and a deep understanding of the industry’s evolving landscape. Having started as an expert PHDwin Version 2 user, he thoroughly understands the intricate differences between V2 and V3 ensuring participants receive guidance that is both historically informed and forward-looking. His extensive SQL expertise and close collaboration with TRC’s custom reporting team empower him to help organizations streamline
workflows, optimize data management, and unlock the full potential of PHDwin’s advanced capabilities.

In addition to his technical mastery, Jonathan is adept at guiding organizations through platform transitions. He specializes in converting legacy PowerTools users to PHDwin, ensuring that teams can quickly adopt the new environment with minimal disruption. By offering tailored strategies and hands-on support, he helps companies achieve faster, more confident adoption of the latest tools and workflows.

Jonathan’s insights and experience have also proven invaluable for banks and large international consulting firms seeking to enhance their corporate process and implement organization-wide improvements. He brings
a strategic perspective to complex operational challenges, ensuring that financial institutions and top consultancies can leverage PHDwin to drive efficiency, compliance, and long-term growth.

Above all, Jonathan’s commitment extends well beyond the training room. With a robust professional network and a history of supporting past participants, he remains a reliable resource—always ready to troubleshoot challenges, suggest new approaches, and help professionals continuously evolve in a rapidly changing industry.

What Makes Josh’s Training Approach Unique?

Josh’s training style emphasizes strategic guidance over rote instruction, helping clients anticipate and address common challenges that arise when adopting PHDwin at scale. Drawing on his extensive experience working with major oil and gas companies around the world, he understands the nuances of integrating PHDwin into large organizations with multiple departments, diverse workflows, and the need for robust corporate controls. Instead of focusing solely on contract mechanics or technical features, Josh offers insights into how to leverage PHDwin’s tools to streamline processes, enhance collaboration, and maintain compliance with global standards like PRMS.

Whether it’s managing complex data sets, implementing multi-tiered forecasting models, or structuring PSC/PSA frameworks, Josh’s goal is to help clients feel confident in navigating their specific scenarios. By emphasizing best practices and thoughtful customizations, he empowers teams to get the most value out of PHDwin—ensuring that each department’s needs are met, communication gaps are minimized, and decision-making becomes more
data-driven and transparent

Beyond structured training, Josh is a versatile resource. He is known to step in on support calls, sharing his practical insights and troubleshooting expertise with clients. Whether guiding a multinational operator through PSC design or offering a medium-sized company best practices for data integration, he consistently tailors his approach to each unique client scenario.

Josh Neese

Director of Business Development &
International PSC/PSA Specialist

Since joining TRC Consultants in 2009 and taking on a key role with the Special Projects team in 2011, Josh Neese has worked closely with a wide spectrum of medium to large and international clients—guiding them through initial training, best practice development and product implementation,
and/or the intricate process of Production Sharing Contract (PSC) and Production Sharing Agreement (PSA) design. His far-reaching expertise has benefited major oil and gas companies across Europe, the Middle East, and the Americas, enabling them to implement PHDwin more effectively and maximize the value of their reserves data.

With a B.A. from Southwestern University in Georgetown, Texas, Josh pairs his academic foundation with over a 15 years of real-world experience. Before TRC, he honed his analytical skillset at One West Bank, overseeing account
reconciliation with the U.S. Department of Housing and Urban Development (HUD). This analytical background, combined with his deep understanding of global oil and gas markets, has proven essential in navigating complex
reporting structures and ensuring operational compliance.

How to Register

Visit
https://www.phdwindownload.com/learning/phdwin-classroom-training/ or search for PHDwin Training on your web browser.

Select your preferred date from the available list.

Click through to access course information.

Registration Process

Registration is done online and requires agreeing to the cancellation policy.

Deadline

Registration closes 48 hours prior to the start date of any given course

Pricing and Discounts

Course Fee

PHDwin Supported Clients can expect to pay no more than $2,245.50. Non-supported clients can expect to pay more than this advertised price

Discounts

PHDwin clients receive 10% off on training courses. Our printed course fee above is the final price after discounts
Group discounts may be available. Contact [email protected] or call 888-248-8062 for volume discounts.
All training materials are available for take-home use via USB drive or using a downloadable package.

Payment Options

Accepted Methods

Credit card, debit, online ACH, Check, e-invoice, mailed invoice, and more.
We do not offer payment plans for training classes. However, supported clients receive 10% off on all our training classes.

Training Venue Details

CompuTrain Training Center 9801 Westheimer Rd., Suite 320 Houston, TX 77042

Hilton Houston Westchase

Residence Inn by Marriott Houston

Courtyard by Marriott Houston Westchase

Materials

Participants are not required to bring a computer.

Software

No prior installation required, PHDwin is installed at the training center computers. If you would like to bring your own computer to work on you may

Certificate of Completion

Awarded at the end of the course.

Professional Credits

PHDwin Training typically counts towards continuing education credit hours on a 1:1 ratio. For every 1 hour of PHDwin Training you should be eligible for an hour of CEU credit.

Resources Provided

Participant Feedback

Discover some of the positive feedback from PHDwin Training Courses when participants were asked

“How has your workflow changed since the training?”

Frequently asked questions

What is the class size?

Classes are typically 8 – 12 people with a max size of 20 (classes are not typically full to capacity).

Cancellation or Refund Policy

All cancellations must be received 21 days prior to the scheduled date.

Are meals provided?

We do not provide meals or stipends

Can I transfer my registration?

Registration is transferable but please contact [email protected]

Language and Accessibility

Language: Training will be conducted in English.
Accessibility: Accommodations for participants with disabilities are available upon request

Networking Opportunities

Opportunities to network with industry professionals.
People have daily interactions in the classroom, during breaks, and ample opportunities during lunch or after each classroom instruction day to network and connect with other industry professionals

Technology Requirements

System Requirements: Our system requirements are found at https://www.phdwindownload.com/version-3/phdwin-version-3-
installation-guide/system-requirements-for-phdwin-v3