Corporate Performance Management (Mar 28-29)

Today’s energy businesses are facing increasing competition and the need to constantly improve their operational excellence and efficiency. Corporate Performance Management participants are leaders in the strategic planning of performance metrics and long-term performance improvement. Discussions are at the strategic level and focus on development of benchmarking and key performance indicators, as well as managing cross-functional corporate initiatives, and developing and sustaining a performance culture.

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General Details

Program Chair
Troy Hutson
Puget Sound Energy

Program Location
San Diego Gas & Electric Company
SDG&E Energy Innovation Center
4760 Clairemont Mesa Blvd,
San Diego, CA 92117

Who Should Attend
Senior managers responsible for corporate performance improvement initiatives and benchmarking strategies, and leaders who are developing and implementing performance indicator measures and practices to improve overall company performance.

Registration Options
Member: $399

Registration fee includes networking dinner, meals, and all collateral. Guest passes are available for $100 and include the networking dinner.

WEI is offering a $200 discount if you register for both this program and the 2016 Operations Conference. To receive this discount, register first for Corporate Performance Management. You will then automatically receive the $200 discount when you register for the 2016 Operations Conference.

Contact Anna Sanger Reed at 503.688.2795 if you have any questions.


Monday, March 28

1:00 PM – 2:00 PM
Optional Self-Guided Networking Energy Innovation Center Tour
Explore the latest green technologies and learn about energy efficiency at the center, designed to be one of San Diego’s first LEED (Leadership in Energy & Environmental Design) Platinum buildings open to the public.

2:00 PM – 2:30 PM
Doors Open and Check-In

2:30 PM – 3:00 PM
Program Introduction and Welcome
Facilitator: Troy Hutson, Director, Customer Initiatives & Continuous Improvement, Puget Sound Energy
Get to know your professional peers and learn about corporate performance and continual improvement initiatives happening at other utilities. We will also be identifying the key issues and challenges to address throughout the meeting.

3:00 PM – 3:30 PM
Welcome to San Diego Gas & Electric
Speaker: John Ritter, Facilities Operations Manager with San Diego Gas & Electric
We kick off our meeting by learning about San Diego Gas & Electric’s history and a snapshot of current operations and company priorities.  SDG&E is a leader in implementing energy efficient and sustainable facilities and operations.  John Ritter will be sharing lessons learned from navigating some of these major changes including the process of establishing buy-in from top leadership to front line employees who are impacted by the changes.

3:30 PM – 3:40 PM

3:40 PM – 5:00 PM
Opening Roundtable: Driving Change Forward
Facilitator: Janette Cruz, Enterprise Performance Planning Coordinator, Sacramento Municipal Utility District
Speaker: Salahuddin Faruqui, Project Manager, Corporate Performance Management, Portland General Electric
Gas and Electric companies face unprecedented changes including challenges and opportunities presented by new technology, changes in revenue, and increasing regulations. Walk through a major change implemented at Portland General Electric, and hear the behind the scenes story of the successes and challenges along the way. This presentation will be followed by a facilitated roundtable on change management best practices. Discussion topics to include decision making governance and best practices for navigating roadblocks or detours for approaches to change.

5:00 PM – 6:00 PM
Hotel Check-in Break

6:00 PM – 9:00 PM
Networking Dinner
Rock Bottom Restaurant & Brewery
8980 Villa La Jolla Dr.
La Jolla, CA92037

Tuesday, March 29

7:30 AM – 8:30 AM
Breakfast at SDG&E

8:30 AM – 10:00 AM
Telling the Story: Dashboards and Scorecard Demonstrations
Speaker: Dan Killoren, Sr. Planning Analyst, Strategy, Salt River Project
How you communicate information and trends can influence decisions and actions taken at all levels of a company. This interactive session will take a deep look at organizational dashboards. Dan will show examples and explain how they are used within the organization. Identify best practices to tell a story with your company’s data that meets the needs of your target audiences from executive leadership to the front line management and beyond.

10:00 AM – 10:30 AM
Networking Break

10:30 AM – 12:00 PM
Aligning Corporate Improvement with Leadership Strategy
Facilitator: Leigh Barreca, Strategic Advisor III, Seattle City Light
Speaker: Maria Rigatti, Senior Vice President and Chief Financial Officer, Southern California Edison
This rich discussion will look closely at the connections between improvement initiatives and company-wide strategies, resource allocation, and data governance. The following questions will be discussed:
1) How should a strategic plan be organized and connected to corporate performance management?
2) How do you align resources to optimize performance?
3) What data do you need or use to make decisions and how does your company’s infrastructure support the analysis and sharing of that data?

12:00 PM – 1:00 PM
Networking Lunch

1:00 PM – 2:00 PM
Roundtable: Benchmarking as an Effective Tool
Facilitator: Troy Hutson, Director, Customer Initiatives & Continuous Improvement, Puget Sound Energy
Benchmarking can be an excellent tool to build awareness of how your company measures up to other utilities and industries. However, there are many questions around how to best use this information and what considerations are important when interpreting results. Troy Hutson with Puget Sound Energy will present a case study of how benchmarking results were used to create positive changes. Discuss best practices to drive change forward and share lessons learned for how corporate performance management professionals can better utilize these tools.

2:00 PM – 2:30 PM
Program Wrap up and Evaluation
Facilitator: Troy Hutson, Director, Customer Initiatives & Continuous Improvement, Puget Sound Energy
We’ll revisit any questions or topics of interest that were not yet addressed and identify connections for further discussions. Please bring and share your ideas for future agenda presentations and topics.

2:30 PM
Program Adjourns

Hotel + Travel

Hyatt Regency La Jolla
3777 La Jolla Village Dr.
San Diego, CA 92122
Phone: 858.552.1234

Make your reservations online or contact the hotel directly at 800.633.7313. Identify yourself as being with Western Energy Institute to receive a special rate of $ 189 single/double plus state and local taxes. This rate is guaranteed to March 14, 2016 or until the WEI room block is full.

Additional Hotel Information
San Diego Marriott La Jolla

4240 La Jolla Village Drive
La Jolla, CA 92037

Reservation Instructions
Call 800.228.9290 to make your room reservation. Mention you are with the WEI Operations Conference to receive a special rate of $195 single/double plus state and local taxes. This rate is guaranteed to March 14, 2016 or until the WEI room block is full.

Meet The Speakers

Salahuddin Faruqui

Portland General Electric

Project Manager, Corporate Performance Management

Dan Killoren

Salt River Project

Sr. Planning Analyst, Strategy

Maria Rigatti

Southern California Edison

Senior Vice President and Chief Financial Officer