Apr 30

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May 02

Business Acumen for Emerging Leaders: Opportunity (Apr 30-May 02)

An intensive training for high potential managers and supervisors through exposure to broad perspectives of the utility business, its interrelationships and successful leadership strategies. This program is designed by a utility-driven Curriculum Development Team, and directed by facilitators, and executive and alumni mentors. Program sessions are hosted by member utilities and topics are presented by executives, subject matter experts and formal instructors. The first four sessions focus on leadership development, industry perspectives, customer connections, communications and strategic planning. The program includes a capstone project which is delivered to industry leaders at the WEI Annual Meeting. Participants build a broad peer network that continues well into their future careers.

General Details

  • Program Chair(s)
  • Gilbert Archuleta, Puget Sound Energy

    • Program Location
    • Pacific Gas and Electric Company
    • 245 Market St
      San Francisco, CA 94105
    • Who Should Attend
    • Participants are nominated by WEI members and selected through a formal application review process. 

      Applicants make a commitment to attend and actively participate at each session, and should plan time for additional work between sessions. It is expected that students commit to completing “homework” assignments during evenings and off-hours with additional assignments required outside of the normal work day. Each group is assigned one executive and one alumni mentor who will support the group’s development throughout the program and guide them to a successful final project.

  • Upcoming Dates + Locations
  • Session 2: April 30-May 2, Pacific Gas & Electric Company, San Francisco, CA
    Session 3: June 25-27, Intermountain Gas Company, Boise, ID
    Session 4: August 8-10, BC Hydro, Vancouver, BC
    Session 5: September 23-25, Annual Meeting, Newport Beach, CA

  • General Cancellation Policy
  • Due to contractual obligations and the critical role of group compositions for the success of the program, cancellations received after January 5, 2018, will not be eligible for a refund, and the organization will be responsible for the full 2018 registration fee. Substitutions from your organization for the program are always welcome prior to session one.
  • 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 Anna Sanger Reed, Director of Customer + Corporate Programs at (503) 688-2795.

Agenda

Monday, April 30, 2018

9:00 AM - 12:30 PM

Optional Capstone Project Work Time

Space will be available at Pacific Gas & Electric Company for capstone project work.  Lunch is on your own. 

12:30 PM - 1:00 PM

Student check-in

Meet at Pacific Gas and Electric Company (West Lobby)
245 Market St
San Francisco, CA, 94105

1:00 PM - 1:15 PM

Welcome to Session Two
Facilitator(s): Gilbert Archuleta, Manager, Customer & System Projects, Puget Sound Energy

1:15 PM - 2:15 PM

Welcome to Pacific Gas and Electric Company
Speaker(s): Julie Kane, Senior Vice President, Chief Ethics and Compliance Officer, and Deputy General Counsel, Pacific Gas and Electric Company

2:15 PM - 2:30 PM

Break

2:30 PM - 3:30 PM

Integrated Planning Process and Demand Response
Speaker(s): Brooke Reilly, Senior Director, Finance and Planning, Pacific Gas and Electric Company

3:30 PM - 4:00 PM

Business Acumen Homework Discussion
Facilitator(s): Gilbert Archuleta, Manager, Customer & System Projects, Puget Sound Energy

4:00 PM - 4:15 PM

Break

4:15 PM - 5:15 PM

Gas and Electric 101 Roundtable Discussions
Facilitator(s): Christian Henderson, Planning Team Lead, San Diego Gas & Electric Company, Mehul Patel, Manager, Day Ahead Operations, Pacific Gas and Electric Company, Carol Mak, Storage Regulatory Manager, Southern California Gas Company, Brandon Lance, Skyline District Manager, Intermountain Gas Company

The group will split in to two roundtable discussions, selected based on whether individuals would like to learn more about gas or electric industry. Alumni mentors will facilitate and respond to questions about either gas or electric business issues.

5:15 PM - 7:00 PM

WEI BAEL Program Reception for Students, Hosts and Special Guests

Sponsored by KPMG.

Tuesday, May 1, 2018

7:30 AM - 9:00 AM

Travel to Bishop Ranch Campus + Breakfast

Bus departs from Hotel Griffon at 7:30 am sharp. Bring your own coffee or tea, boxed breakfast and water provided on the bus.

9:00 AM - 10:30 AM

Gas Operations Center Overview and Tour
Speaker(s): Mel Christopher, VP, Gas Transmission and Distribution Operations, Pacific Gas and Electric Company

10:30 AM - 11:00 AM

Networking Break

11:00 AM - 12:00 PM

Gas Operations Stewardship/Lean
Speaker(s): Vince Gaeto, Director, Super Gas Operations, Pacific Gas and Electric Company

12:00 PM - 1:15 PM

Lunch + Presentation from PG&E Blockheads
Speaker(s): Andy Abranches, Director, Integrated Planning Governance & Technology, Pacific Gas and Electric Company, Tanya Doyle, Business System Specialist, Principal, Pacific Gas and Electric Company, Lydia Krefta, Product Manager, Principal, Pacific Gas and Electric Company

Students will eat lunch sitting with their capstone teams. At the end of lunch, we’ll ask each team to report out on their capstone topic.

1:15 PM - 1:50 PM

Strategic Gas Operations Emerging Issues and Opportunities for PG&E
Speaker(s): Jesus Soto, Senior Vice President, Gas Operations, Pacific Gas and Electric Company

1:50 PM - 2:15 PM

Break

2:15 PM - 3:15 PM

Regulatory Structure & Compliance
Speaker(s): Charles Middlekauff, Assistant General Counsel, Pacific Gas and Electric Company

3:15 PM - 4:15 PM

Travel back to San Francisco

Transportation provided back to downtown San Francisco

5:00 PM - 8:00 PM

Informal networking time in San Francisco

Wednesday, May 2, 2018

7:30 AM - 8:00 AM

Breakfast at Pacific Gas and Electric Company

8:00 AM - 9:00 AM

Strategic Electric Operations Emerging Issues and Opportunities for PG&E
Speaker(s): Barry Anderson, Vice President, Electric Distribution, Pacific Gas and Electric Company

9:00 AM - 9:15 AM

Break

9:15 AM - 10:15 AM

Wholesale Market Design and Key Issues and Opportunities in Supply Planning and
Speaker(s): Fong Wan, SVP Energy Policy and Procurement, Pacific Gas and Electric Company

10:15 AM - 10:30 AM

Break

10:30 AM - 11:30 AM

The Business of Being a Regulated Utility -- How (and Why) We Make Money
Speaker(s): David Thomason, VP, CFO and Controller, Pacific Gas and Electric Company

11:30 AM - 1:00 PM

Elevator Speeches, Lunch + Capstone Group Update

1:00 PM - 1:30 PM

Wrap Up + Debrief

Gilbert Archuleta will facilitate a discussion on key take-aways from Session Two speakers and tours. 

1:30 PM - 5:00 PM

Optional Capstone Project Work Time

Hotel + Travel

  • Hotel Griffon
  • 155 Steuart St
  • San Francisco, California 94105
  • Phone: (415) 495-2100

  • Click here to make your reservation now.
  • Hotel Griffon invites you to experience what was voted "Best Boutique Hotel" and "Best 24-Hour Getaway" by San Francisco Magazine. Situated along San Francisco's stylish Embarcadero waterfront, our certified green hotel is the perfect choice for business and leisure travelers who seek a pleasant and charming alternative to a chain hotel. Indulge in an appealing, historic San Francisco boutique hotel (originally built in 1901) inspired by European flair and enjoy exceptional amenities that include well-appointed guestrooms and luxury suites, onsite dining at Perry's on the Embarcadero - a San Francisco institution serving classic American food - and a distinguished meeting space for business while you travel.
  • Reservation Instructions
  • Please contact the hotel directly at (415) 249-7915 to reserve your room. Identify yourself as being with Business Acumen for Emerging Leaders to receive a special rate of $270 USD/night. This rate is guaranteed until April 15, 2018 or until the WEI room block is full.

Meet The Speakers

Julie Kane

Pacific Gas and Electric Company

Senior Vice President, Chief Ethics and Compliance Officer, and Deputy General Counsel

Gilbert Archuleta

Puget Sound Energy

Manager, Customer & System Projects

Brooke Reilly

Pacific Gas and Electric Company

Senior Director, Finance and Planning

Mel Christopher

Pacific Gas and Electric Company

VP, Gas Transmission and Distribution Operations

Jesus Soto

Pacific Gas and Electric Company

Senior Vice President, Gas Operations

Vince Gaeto

Pacific Gas and Electric Company

Director, Super Gas Operations

Charles Middlekauff

Pacific Gas and Electric Company

Assistant General Counsel

Barry Anderson

Pacific Gas and Electric Company

Vice President, Electric Distribution

Fong Wan

Pacific Gas and Electric Company

SVP Energy Policy and Procurement

David Thomason

Pacific Gas and Electric Company

VP, CFO and Controller

Christian Henderson

San Diego Gas & Electric Company

Planning Team Lead
Learn More

Christian Henderson is the Manager in the Electric Distribution Engineering department. He has worked for the company for seven years as an engineer in the Grid Operations department as well as the Substation Maintenance and Operations department. He is license in the state of California as a Professional Engineer and has a Bachelor of Science in Electrical Engineer from Florida Agricultural & Mechanical University

Mehul Patel

Pacific Gas and Electric Company

Manager, Day Ahead Operations
Learn More

Experienced professional in the Energy Procurement field with a focus on Day Ahead & Real Time Energy Trading/Procurement. Deep understanding of bidding & scheduling of generating resources (Solar, Wind, Natural Gas, Hydro Electric, Nuclear) into CAISO markets.

Started my career (2002-2010) at the Moss Landing Power Plant in the Operations Department focusing on Day to Day Operations, Outage Management/Planning, Training Coordinator Duties, Shift Supervisor Responsibilities.

Joined Pacific Gas & Electric (PG&E) in 2010 first as Real Time Asset Manager performing the responsibilities of the PG&E 24/7 Merchant Trading Desk. In 2012, moved over to the Day Ahead Scheduling Desk primarily focused on bidding & scheduling of PG&E’s supply assets and demand into the CAISO Markets.

Carol Mak

Southern California Gas Company

Storage Regulatory Manager
Learn More

Carol Mak is currently the Regulatory Manager of Gas Storage Risk Management at SoCalGas, responsible for overseeing a variety of regulatory proceedings, developing strategy and advising in business policy for SoCalGas’ natural gas storage facilities in response to new or emerging regulation, legislation, and public policy.

Prior to this, Carol has held various roles with increasing responsibilities in SoCalGas’ Customer Solutions organization, which most recently included leading the Commercial and Industrial Services team to provide all encompassing, single point customer service and energy solutions for refinery, government, higher education, manufacturing, and commercial accounts. She has had experience developing and building teams from the ground up as well managing and restructuring existing organizations to address changing business environments. Her past responsibilities also included market development/outreach and growth strategy, managing the implementation of gas curtailment events and incident response, advising in tariff, rules, federal contracts, gas market, contract compliance, nonresidential and energy markets, energy efficiency, power generation, cogeneration, emissions testing and environmental compliance.

Carol has a Bachelor of Science degree in Mechanical Engineering from Cal Poly Pomona and is a licensed Professional Engineer.

Brandon Lance

Intermountain Gas Company

Skyline District Manager

Andy Abranches

Pacific Gas and Electric Company

Director, Integrated Planning Governance & Technology

Tanya Doyle

Pacific Gas and Electric Company

Business System Specialist, Principal

Lydia Krefta

Pacific Gas and Electric Company

Product Manager, Principal