Accounting Leadership (Feb 11-12)

Accounting leaders play a pivotal role in the strategic direction and growth of their utilities. This forum provides a unique opportunity for leaders to come together in an exclusive peer to peer environment to address challenges and explore best practices in all issues related to accounting management.

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General Details

  • Program Chair(s)
  • Sue Ann Perkinson, Controller & Senior Director Corporate Accounting Services, Salt River Project

    • Program Location
    • Salt River Project
    • 1500 N. Mill Avenue Tempe, AZ 85281
    • Who Should Attend
    • Senior leaders responsible for accounting function.

  • Registration Options
  • Member: $349 USD

    Registration price increases $50 after January 20, 2020, Registration provides access to all Accounting Leadership agenda items and meeting materials. Registration includes a networking dinner Tuesday night as well as catered breakfast, lunch, and beverages at the meeting. Guest tickets are available for $90 and allow a personal guest (a spouse or partner who does not work in the energy industry) to accompany a registered attendee at the event. Guest registration includes all meals and receptions, and all program materials.

  • General Cancellation Policy
  • Due to contractual obligations, cancellations received 15 business days prior to the program will receive a full refund. Cancellations received 6 to 14 business days prior to the event will receive a refund, less a $100 administrative fee. No shows and last minute cancellations, 5 business days prior to the event or less, will be responsible for the full registration fee. Substitutions from your organization for the same event are always welcome.
  • Participation Policy
  • Western Energy Institute programs and events are open to energy companies (including gas production and electric generation, gas and electric transmission and gas and electric distribution utilities). Select programs and events are open to energy industry product and service suppliers. Programs and events are closed to all media representatives and to the general public.
  • For more information contact Amy Nye, Program Manager at (503) 688-2794.


Tuesday, February 11, 2020

12:30 PM - 1:00 PM

Registration + Networking

Arrive early to register and network with peers. Light refreshments will be provided.

1:00 PM - 2:00 PM

Welcome + Introductions
Facilitator(s): Sue Ann Perkinson, Controller & Sr. Director Corporate Accounting Services, Salt River Project

Welcome to Salt River Project followed by round-robin introductions. Attendees are encouraged to share their name, company overview, role within the organization, and a success story or challenge that their department has recently experienced.

2:00 PM - 2:45 PM

Executive Welcome
Speaker(s): Aidan McSheffrey, Chief Financial Executive & Associate General Manager, Salt River Project

Aidan McSheffrey joins us to provide an overview of Salt River Project and discuss the importance of the accounting function within the utility.

2:45 PM - 3:15 PM

Networking Break + SRP Heritage Center Tour

The new and traditional come together in the SRP Heritage Center with informational panels, artifacts, photos, interactive displays and virtual reality stations. Stroll through at your own pace or start at the virtual reality station where you can rappel from a helicopter onto a 500-kilovolt line or visit Roosevelt Dam. In addition to SRP's history, a rotating gallery space features new exhibits every six months focused on Arizona and the Southwest.

3:15 PM - 4:15 PM

Speaker(s): Michael Fish, Director, Enterprise Cyber Security, Salt River Project

Cybersecurity continues to be a top priority for the utility industry. From phishing, data security, cloud computing, enterprise resource planning, and customer privacy, hear what trends are currently impacting accounting and finance.

4:15 PM - 5:15 PM

New Systems Implementation
Facilitator(s): Kathy Fong, Acting Controller, Los Angeles Department of Water & Power

Los Angeles Department of Water & Power will kick-off this session by sharing updates on the planning and implementation of their enterprise resource planning project. Join the discussion and come prepared to share what new systems and technologies your utility is using to improve process and efficiencies across your enterprise.

6:15 PM - 8:15 PM

Hosted Networking Dinner

Join us for a WEI hosted networking dinner at Caffe Boa: 398 S. Mill Avenue Tempe, AZ 85281

Wednesday, February 12, 2020

8:00 AM - 8:30 AM

Networking Breakfast

Enjoy a catered breakfast onsite.

8:30 AM - 9:30 AM

Workforce + Succession Planning
Facilitator(s): Harvey Hall, Chief Financial Officer, Northern Wasco County PUD

As an influx of retirements continue to impact the workforce, talent development and succession planning are top of mind for many organizations. In this facilitated roundtable discussion, attendees will share and discuss best practices on documenting knowledge transfer, opportunities for training and development, and strategies to prepare our current workforce for the next 5-10 years.

9:30 AM - 9:45 AM

Networking Break

9:45 AM - 10:45 AM

The Future of Work
Facilitator(s): Sue Ann Perkinson, Controller & Sr. Director Corporate Accounting Services, Salt River Project

After we wrap up the discussion on workforce and succession planning, we will shift our focus to the future of work. What changes are we making to job descriptions today to adapt to future needs? What are we doing to reskill our current employees? What are the top skills we are hiring for now? Salt River Project will kick-off this session by sharing their advancements in robotics and automation. Come prepared to share what your organization is doing to adopt new technologies to prepare for a future-ready workforce.

10:45 AM - 11:00 AM

Networking Break

11:00 AM - 12:00 PM

Open Roundtable Discussion

This session provides time for attendees to address new topics and elaborate upon previous discussions at the forum. Attendees are encouraged to come prepared with one “top of mind” issue for discussion.

12:00 PM - 1:00 PM

Lunch + Future Planning

Share your thoughts on the forum over lunch and help to generate ideas for future agendas.

Hotel + Travel

  • Reservation Instructions
  • Please contact the hotel directly at (800) 321-2211 to reserve your room. Identify yourself as being with Western Energy Institute (WEI) to receive a special rate of $220 USD/night. This rate is guaranteed until January 20, 2020 or until the WEI room block is full.

Meet The Speakers

Sue Ann Perkinson

Salt River Project

Controller & Sr. Director Corporate Accounting Services

Harvey Hall

Northern Wasco County PUD

Chief Financial Officer

Aidan McSheffrey

Salt River Project

Chief Financial Executive & Associate General Manager

Michael Fish

Salt River Project

Director, Enterprise Cyber Security

Kathy Fong

Los Angeles Department of Water & Power

Acting Controller