Corporate Performance Management (Mar 20-21)

Today's energy businesses face increasing competition and must constantly improve operational excellence and efficiency. Corporate Performance Management participants represent leaders in the strategic planning of performance metrics and long-term performance improvement. Discussions occur at the strategic-level and focus on developing benchmarking and key performance indicators, as well as managing cross-functional corporate initiatives and promoting performance culture.

General Details

  • Program Chair(s)
  • Dan Killoren, Salt River Project

    • Program Location
    • Salt River Project
    • 1511 N. Project DriveTempe, AZ 85281
    • Who Should Attend
    • Senior managers 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: $399 USD

    This ticket allows you access to all Corporate Performance Management agenda items as well as any joint sessions offered in conjunction with Business Analytics. Registration includes a networking dinner Monday night, catered breakfast, lunch and light snacks at the meeting, and all meeting 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 Kara Wolfe, Program Manager at (503) 688-2794.


Monday, March 20, 2017

12:00 PM - 1:00 PM

Registration + Networking

Arrive early to network with other Corporate Performance Management attendees as well as Business Analytics attendees. Light refreshments provided.

1:00 PM - 2:00 PM

Welcome + Introductions
Facilitator(s): Dan Killoren, Manager, Strategy, Archives & Contracts, Salt River Project
Speaker(s): Mark Bonsall, General Manager & Chief Executive Officer, Salt River Project

Salt River Project will provide a welcome followed by attendee introductions. Come prepared to share a recent win or current challenge.

2:00 PM - 2:15 PM

Networking Break

We will break for 15 minutes.

2:15 PM - 3:30 PM

Top 3 Common Utility Measurement Standards
Facilitator(s): Pat Dever, Chief Data Strategist, Avista Utilities

This roundtable session will give you a starting point for measuring key areas of your utility in comparison to other west coast utilities. Examples of measurements include cost per customer, customer sentiment, and asset management metrics. The intent is to start to develop a set of standard measurements for our industry, and attendees will be encouraged to bring documented measurement methodologies to share.

3:30 PM - 3:45 PM

Networking Break

We will break for 15 minutes.

3:45 PM - 5:00 PM

Change Management and Project Management
Speaker(s): Sal Faruqui, Project Manager, Corporate Performance Management, Portland General Electric, Jacob MacIntyre

This session will address:

  • Why is Change Management critical to project success?
  • What is Change Management?
  • How do the PM & CM work together?
  • How is PGE integrating Change Management?
  • How is PGE aligning PM and CM?
  • What are my key takeaways from this session?

6:00 PM - 8:30 PM

Networking Dinner

Join for a hosted networking dinner at Culinary Dropout:

Culinary Dropout
149 S Farmer Ave
Tempe, AZ 85281

Tuesday, March 21, 2017

7:30 AM - 8:30 AM

Networking Breakfast

Continental breakfast will be provided onsite.

8:30 AM - 9:45 AM

Importance of Process Improvement in a Successful Enterprise
Speaker(s): Pat Dever, Chief Data Strategist, Avista Utilities, Sal Faruqui, Project Manager, Corporate Performance Management, Portland General Electric

Process improvement is a proactive task of identifying, analyzing and improving upon existing business processes. Through examples, this session will discuss the importance of process improvements in a successful enterprise, and will feature conversation on the process of defining and measuring benefits.

9:45 AM - 10:00 AM

Networking Break

We will break for 15 minutes.

10:00 AM - 11:30 AM

Executive Q&A
Facilitator(s): Jacob MacIntyre, Janette Cruz, Enterprise Performance Planning Coordinator, Sacramento Municipal Utility District
Speaker(s): Dean Duncan, Senior Director, Strategic Planning, Salt River Project

This is a joint session, combining Corporate Performance Management and Business Analytics, and offers the opportunity to engage a senior utility executive first hand on how the commitment to the success of these functions contributes to the success of the entire company.

11:30 AM - 12:45 PM

Networking Lunch

Enjoy lunch onsite.

12:45 PM - 2:00 PM

Steps Involved with Changing a Management Incentive Program
Speaker(s): Matt Helmers, Manager, Operations Planning & Analysis, Southwest Gas Corporation

How do you continue to push operational excellence while balancing long-term goals of your company? Join this session to hear how one utility recognized the need for a new approach to corporate incentives and how they created a new process geared toward ongoing success.

2:00 PM - 2:30 PM


Join for a discussion on fall 2017.

Hotel + Travel

  • This upscale business hotel is a 4-minute walk from the Mill Avenue District and Mill Ave/3rd Street light rail transit station, and 3.5 miles from Phoenix Sky Harbor International Airport. Warm, modern rooms have WiFi, flatscreens, minifridges and coffeemakers. Suites add rainfall showerheads and pull-out sofas. The roof has an outdoor pool and a tennis court, and there's a fitness center. A restaurant serves Southwestern-inspired fare, and a lounge and a poolside cafe are all on-site. There's a business center and 30,000 sq ft of meeting space. A hospitality fee covers airport shuttle service, WiFi, valet parking and fitness center access.
  • Reservation Instructions
  • Please contact the hotel directly at (800) 547-8705 to reserve your room, or complete your reservation online. Identify yourself as being with Western Energy Institute to receive a special rate of $225/night. This rate is guaranteed until February 27, 2017 or until the WEI room block is full.

  • Click here to make your reservation now.

Meet The Speakers

Pat Dever

Avista Utilities

Chief Data Strategist

Sal Faruqui

Portland General Electric

Project Manager, Corporate Performance Management

Pat Dever

Avista Utilities

Chief Data Strategist

Sal Faruqui

Portland General Electric

Project Manager, Corporate Performance Management

Matt Helmers

Southwest Gas Corporation

Manager, Operations Planning & Analysis

Dan Killoren

Salt River Project

Manager, Strategy, Archives & Contracts

Dean Duncan

Salt River Project

Senior Director, Strategic Planning
Learn More

With over 26 years at SRP, Dean Duncan has made a remarkable impact on the financial and strategic success of SRP. Currently Senior Director of Strategy at SRP in Phoenix, Arizona, Mr. Duncan leads an exceptional team of professionals responsible for managing SRP’s strategy, archives, and economic development.

Prior to his current position, Mr. Duncan was SRP’s Corporate Treasurer. In this role, he successfully managed a team responsible for addressing SRP’s financial plan/budget, retail pricing, long term investments (e.g., retirement fund), cash levels, and borrowing needs.

Preceding Mr. Duncan’s success in the Treasury area, he served as Manager of Financial Planning where he was responsible for extensive analysis on a variety of financial matters facing SRP. Financial Planning also assembles SRP’s 6-year Financial Plan and one-year Operating Budget. While in Financial Planning, Mr. Duncan played a significant role in navigating SRP through the “great recession” of 2007-08.

Earlier roles at SRP include serving as Analyst in and Supervisor of the Corporate Pricing department. There, Mr. Duncan had responsibilities for a wide variety of investment decisions, pricing issues, and he led his team to unbundle SRP retail electricity prices in preparation for retail electric competition.

Prior to joining SRP, Mr. Duncan worked in retail personal computer industry in sales, customer training, and customer support providing him with highly valuable insight into the customer side of business.

Mr. Duncan holds a Bachelor’s of Science degree in Finance from Grand Canyon University and an MBA from Arizona State University.

Dean is the proud father of 3 adult children, Jessica, Becca, and Jack. He has many interests including technology, golf, bike riding, running, hockey, and curling.

Janette Cruz

Sacramento Municipal Utility District

Enterprise Performance Planning Coordinator