Sep 30


Oct 01

Corporate Performance Management (Sep 30-Oct 01)

Today's energy businesses face increasing competition and changing priorities and must constantly improve operational excellence and efficiency. Corporate Performance Management participants represent influential leaders in the strategic development and implementation of performance measurement and reporting as well as sustainable performance improvement. Discussions focus on promoting a performance culture in order to provide enhanced business results, and presentations feature case studies on benchmarking, measurement and reporting strategies, change management and process improvement.

General Details

  • Program Chair(s)
  • Spenser Williams, Corporate Scorecard & Benchmarking Manager, Portland General Electric

    • Program Location
    • Western Energy Institute Facilities
    • 1050 SW 6th Ave, Suite 325
      Portland, Oregon 97204
    • Who Should Attend
    • Managers and high impact individual contributors responsible for corporate performance improvement initiatives and benchmarking strategies, and leaders developing and implementing performance indicator measures and practices to improve overall company performance.

  • Registration Options
  • Member: $449 USD

    Registration price increases $50 after August 30, 2019. Registration includes a networking dinner Monday night, catered breakfast, lunch and light snacks at the meeting, and all meeting materials. Guest tickets are available for $100 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 Christopher Lee, Senior Program Manager at (971) 255-4967.


Monday, September 30, 2019

12:30 PM - 1:00 PM

Registration and Networking

Arrive early to network with other attendees. Lunch is on your own.

1:00 PM - 1:15 PM

Introductions, Safety + Housekeeping

1:15 PM - 2:30 PM

Supporting Long-term Strategy
Speaker(s): Franco Albi, Manager, Strategic Integration & Planning, Portland General Electric, Allegra Hodges, Strategic Integration & Planning Analyst, Portland General Electric

Presentation on how Portland General Electric is supporting long-term strategy initiatives and a conversation on how other utilities are handling this.

2:30 PM - 2:45 PM

Networking Break

We will break for 15 minutes.

2:45 PM - 3:45 PM

Opening Roundtable: Comparison of Top Initiatives Supporting Long-term Strategy
Facilitator(s): Spenser Williams, Corporate Scorecard & Benchmarking Program Manager, Portland General Electric

Each person should be prepared to share: Looking forward in the next 5 years what initiatives are being planned to support long-term strategy. What metrics are being addressed? What’s the method for reporting strategy to exec leadership? How does that get communicated to management and individual contributors?

3:45 PM - 4:00 PM

Networking Break

We will break for 15 minutes.

4:00 PM - 5:00 PM

Change Management Roundtable
Speaker(s): Fay Saephan, Enterprise Performance Planning Coordinator, Sacramento Municipal Utility District

How are we handling Change Management for Strategic Initiatives above?
How is change management structured?
Contractors vs. internal?
Is this left to management?
Share success stories
How are we measuring success?

6:00 PM - 8:30 PM

Networking Dinner

Picnic House
723 SW Salmon St
Portland, OR 97205

Tuesday, October 1, 2019

7:30 AM - 8:00 AM

Breakfast at Portland General Electric

Breakfast will be provided onsite.

8:00 AM - 9:00 AM

Diversity + Inclusion
Speaker(s): DeAngeloa Wells, Diversity, Equity & Inclusion, Director, Portland General Electric

9:00 AM - 9:45 AM

How do we measure culture?

Follow up conversation:

  • From a measurement view, culture is a challenging topic
  • How are we defining culture? Is it just employee engagement?
  • What about values, inclusion?

9:45 AM - 10:15 AM

Networking Break

We will break for 30 minutes.

10:15 AM - 12:00 PM

Panel on Automation
Speaker(s): Ross Henderson, Performance Consultant, Puget Sound Energy, John Himmel, Manager, Business Performance, FortisBC, Muhammad Al-Ahmar, Senior Manager, CSBP | Advanced Analytics, Southern California Edison

Panelists will share:

  • What types of work are getting automated?
  • What’s the best way to utilize this type of tech?
  • How are we utilizing it for reporting?
  • What other areas can we target?

12:00 PM - 1:00 PM

Networking Lunch

Enjoy a catered lunch onsite.

1:00 PM - 2:00 PM

Tools for Reporting
Speaker(s): Maureen Black, Performance Measurement Lead, BC Hydro

An example of reporting tools used by BC Hydro followed by a group discussion (pros and cons) of various reporting tools and formats.

2:00 PM - 2:30 PM

Closing Roundtable
Facilitator(s): Spenser Williams, Corporate Scorecard & Benchmarking Program Manager, Portland General Electric

This time is reserved for the group to return to topics that came up throughout the forum that merit additional discussion.

2:30 PM - 3:00 PM

Wrap-up and Spring Planning

Join for a discussion on Spring 2019.

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 (WEI) to receive a special rate of $219 USD/night. This rate is guaranteed until August 30, 2019 or until the WEI room block is full.

Meet The Speakers

Franco Albi

Portland General Electric

Manager, Strategic Integration & Planning

DeAngeloa Wells

Portland General Electric

Diversity, Equity & Inclusion, Director

Spenser Williams

Portland General Electric

Corporate Scorecard & Benchmarking Program Manager

Fay Gibbs

Sacramento Municipal Utility District

Enterprise Performance Planning Coordinator

Ross Henderson

Puget Sound Energy

Performance Consultant

John Himmel


Manager, Business Performance

Muhammad Al-Ahmar

Southern California Edison

Senior Manager, CSBP | Advanced Analytics

Maureen Black

BC Hydro

Performance Measurement Lead

Allegra Hodges

Portland General Electric

Strategic Integration & Planning Analyst