Corporate Performance Management (Mar 30-31)

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.

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General Details

  • Program Chair(s)
  • William French, Manager - Continuous Improvement PMO, Southern California Gas Company

    • Program Location
    • Southern California Gas Company
    • 555 W 5th St
      Los Angeles, CA 90013
    • 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 March 2, 2020. Registration allows you access to all Corporate Performance Management agenda items. 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, March 30, 2020

12:30 PM - 1:00 PM

Registration + Networking

Lunch is on your own

1:00 PM - 1:15 PM

Welcome, Safety + Housekeeping

1:15 PM - 1:45 PM

Major Efforts at Southern California Gas Company
Speaker(s): David Baron, Manager of Performance Management / Organizational Strategy, Southern California Gas Company

Where is the energy industry heading? What are the current challenges for Southern California Gas Company?

1:45 PM - 2:00 PM

Networking Break

2:00 PM - 3:00 PM

Robotic Process Automation (RPA) at Southern California Gas Company
Speaker(s): Karla Dickey, Robotic Process Automation - Product Manager, Southern California Gas Company, Gabe Mika, Digital Strategy and Innovation Leader, Southern California Gas Company

Southern California Gas will present on current RPA efforts with a focus on sharing: • What processes are getting automated? • Selection criteria for RPA. • ROI and measurements for success.

3:00 PM - 3:30 PM

Automation Roundtable

This will be a chance to share your company’s progress and give updates on how automation is being implemented. • What challenges is your company having? • Are there new processes or technologies that your company is considering for automation?

3:30 PM - 4:00 PM

Networking Break

4:00 PM - 5:00 PM

Introductions + Opening Roundtable: Emerging Issues in the Energy Industry
Facilitator(s): William French, Manager - Continuous Improvement PMO, Southern California Gas Company

•How will we meet new load? •What’s the role of gas? •How will the changing utility landscape impact performance metrics and KPI’s? o Affordability o Renewables, DERs o RNG, Hydrogen o Customer expectations o TOU Rates

6:00 PM - 8:30 PM

Hosted Networking Dinner

Location TBD

Tuesday, March 31, 2020

7:30 AM - 8:00 AM


Provided at Southern California Gas Company

8:00 AM - 9:00 AM

Strategic Alignment with KPI’s
Speaker(s): Maria Sharma, Utility Services Manager - Corporate Performance Group, Los Angeles Department of Water & Power

LADPW will share their current project and compare metrics for reporting and metrics that drive the business.

9:00 AM - 9:45 AM

Executive Success Metrics – Share Survey Results
Facilitator(s): Patrick Woo, Data Analyst, Los Angeles Department of Water & Power

Please respond to the pre-event survey by Monday, March 9th.
Survey Link:

  • What metrics have been the most successful for your company to help CEOs, and GMs in decision making?

9:30 AM - 10:00 AM

Networking Break

10:00 AM - 11:00 AM

Roundtable on Corporate Performance Management

• What authority does Corp Performance have?
• What value does the CPM team bring to the organization?
• What role does your team have to meet KPIs?

11:00 AM - 12:00 PM

Roundtable on Performance Goals and Scorecarding

• What drives the business? Compliance? Business goals? Financial? Safety? Efficiency?
• What does good look like for your company? Just hitting budget? Or bottom line?
• Balance scorecard

12:00 PM - 1:00 PM

Networking Lunch

1:00 PM - 2:00 PM

Roundtable: Having good data conversations
Facilitator(s): William French, Manager - Continuous Improvement PMO, Southern California Gas Company

With more data available, how do we keep people dialed in?

• How are reports delivered?
o Do you meet with people or departments to review?
o Do you meet with them ahead of time or on a regular basis?
• How are reports presented?
o What have you done to make them more valuable/usable?
o What methods have been successful to get more buy-in from leadership on reporting?

2:00 PM - 2:30 PM

Evaluating Metrics – Lessons Learned
Facilitator(s): Maureen Black, Performance Measurement Lead, BC Hydro

What metrics have you found to be problematic or requiring a cautionary approach?
For example:

  • Metrics with unintended consequences – i.e. tracking headcount but not watching contractor expenses.
  • Is Earned Value a valid measurement for maintenance programs? If not, what’s the best way to measure efficiency gains for programs when you have both units and dollars?             
  • Measuring process vs. measuring outcomes. Are we really measuring what matters?
  • What metrics have been a ‘fail’ in your organization? What metrics have you discontinued tracking due to not being useful?

2:30 PM - 3:00 PM

Wrap Up + Future Planning

The Fall 2020 meeting will be hosted by BC Hydro and held in conjunction with WEI’s Strategic Planning forum. We will spend time looking ahead at to utilize time between both groups and topics for the agenda.

Hotel + Travel

  • Reservation Instructions
  • Please contact the hotel directly at (800) 325-3535 to reserve your room. Identify yourself as being with Western Energy Institute (WEI) to receive a special rate of $199 USD/night. This rate is guaranteed until March 2, 2020 or until the WEI room block is full.

Meet The Speakers

David Baron

Southern California Gas Company

Manager of Performance Management / Organizational Strategy

Karla Dickey

Southern California Gas Company

Robotic Process Automation - Product Manager

Gabe Mika

Southern California Gas Company

Digital Strategy and Innovation Leader

William French

Southern California Gas Company

Manager - Continuous Improvement PMO

Maria Sharma

Los Angeles Department of Water & Power

Utility Services Manager - Corporate Performance Group

Patrick Woo

Los Angeles Department of Water & Power

Data Analyst

Maureen Black

BC Hydro

Performance Measurement Lead