Oct

04-05

Accounting Leadership (Oct 04-05)

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.

General Details

  • Program Location
  • Western Energy Institute Facilities
  • 1001 SW 5th Ave, Suite 325
    Portland, Oregon 97204
  • Who Should Attend
  • Senior leaders responsible for accounting function.

  • Registration Options
  • Member: $349 USD

    Registration includes access to all agenda items and meeting materials. A hosted networking dinner, breakfast, lunch and snacks throughout the program are also included.

  • 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 Kevin Sullivan, Director of Member Engagement at (971) 255-4973.

Agenda

Thursday, October 4, 2018

1:00 PM - 2:00 PM

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

A welcome to the first Accounting Leadership program followed by introductions. Attendees are encouraged to share their name, company overview, general role within the organization, and a recent success and challenge that their departments have recently experienced.

2:00 PM - 2:45 PM

The Role of Accounting in Corporate Governance
Speaker(s): Sandra Moorman, Director, Accounting & Controller, Sacramento Municipal Utility District

A facilitated discussion on how utilities are managing governance of activities.  Join Sandra as she shares SMUD’s recent journey and best practices.  She will then open up the conversation to see what others are doing around governance of activities.

2:45 PM - 3:00 PM

Networking Break

3:00 PM - 3:30 PM

Leadership in Accounting
Speaker(s): Maria Pope, President and CEO, Portland General Electric

Maria Pope joins us to discuss the importance of the accounting function in the utility, and her advice to making an impact to growth and strategic direction.

3:30 PM - 5:00 PM

Risk Management
Facilitator(s): Melissa Ankeny, Interim Director of Finance/Treasurer, Clark Public Utilities
Speaker(s): Harvey Hall, Chief Financial Officer - Director of Finance and ERM, Northern Wasco County PUD

The group shares risks associated with the accounting area and discusses best practices to combat risks.  We will look at cyber security, blockchain, wildfire insurance, and more.  Bring your biggest risks to the conversation for an interactive session of best practices.   

6:00 PM - 8:00 PM

Hosted Networking Dinner

Friday, October 5, 2018

8:00 AM - 8:30 AM

Hosted Breakfast at WEI

8:30 AM - 10:00 AM

Roundtable Hot Topics Discussion
Speaker(s): Kathy Fong, Acting Controller, Los Angeles Department of Water & Power

The morning starts with a hot topic roundtable.  Attendees have the chance to bring up any topic that they would like for direct feedback from peers in the room.  Topics on the list so far include: Management Discuss and Analysis (MDA) best practices, Cost Allocation, Lease Standards, Key Metrics and Reporting Standards.

10:00 AM - 10:30 AM

Networking Break

10:30 AM - 11:15 AM

GASB Standards Update
Speaker(s): Sandra Moorman, Director, Accounting & Controller, Sacramento Municipal Utility District

Learn more about future GASB standards and what companies are doing to prepare for upcoming changes.

11:15 AM - 12:00 PM

Talent Management
Speaker(s): Harvey Hall, Chief Financial Officer - Director of Finance and ERM, Northern Wasco County PUD

Focused on the accounting area, a discussion on what people are doing to attract and retain top talent in important positions.

12:00 PM - 1:00 PM

Lunch and Planning for Future Meetings

1:00 PM - 1:00 PM

Adjourn

Hotel + Travel

  • Reservation Instructions
  • Please contact the hotel directly at (503) 223-2100 to reserve your room. Identify yourself as being with Western Energy Institute to receive a special rate of $229 USD/night. This rate is guaranteed until September 10, 2018 or until the WEI room block is full.

Meet The Speakers

Sue Ann Perkinson

Salt River Project

Controller & Sr. Director Corporate Accounting Services

Sandra Moorman

Sacramento Municipal Utility District

Director, Accounting & Controller

Maria Pope

Portland General Electric

President and CEO

Melissa Ankeny

Clark Public Utilities

Interim Director of Finance/Treasurer

Harvey Hall

Northern Wasco County PUD

Chief Financial Officer - Director of Finance and ERM

Kathy Fong

Los Angeles Department of Water & Power

Acting Controller