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.
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.
Member: $399 USD
Registration includes access to all Corporate Performance Management agenda items as well as 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. Guest tickets are available for $90 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.
12:30 PM - 1:00 PM
Registration and Networking
Arrive early to network with other Corporate Performance Management attendees as well as Business Analytics attendees. Light refreshments provided.
1:00 PM - 1:30 PM
Speaker(s): Jason Wells, Senior Vice President and Chief Financial Officer, Pacific Gas and Electric Company
Pacific Gas and Electric Company will welcome us to San Francisco.
1:30 PM - 2:30 PM
Benchmarking and Predictive Analytics
Moderator(s): Shaila Narang, Principal, Performance Management, Pacific Gas and Electric Company
Panelist(s): Lamis El Didi, Manager, Exponent, Winnie Hung, Principal, Exponent, Greg Gabbard, Sr. Manager, Transmission Line, Pacific Gas and Electric Company, Casey Butler, Project Control Manager, Sempra Energy
By applying predictive analytics to an organization’s historic data, initial project cost estimates and risk assessments can be more accurate, improving forecasts and execution on a multi-year investment plan. The challenge with using historic data is that it is often dispersed throughout various software systems, requiring significant data collection and analysis. The panel will discuss the steps involved in developing a robust cost benchmarking tool that centralizes project data into a user-friendly platform, and will highlight four development steps: data gathering, data classification, data analysis, and implementation and refinement. Using the results from the tool, organizations can negotiate project cost reductions and focus risk management processes. Across a project portfolio, this can result in significant savings and form the basis for setting achievable performance targets.
2:30 PM - 2:45 PM
2:45 PM - 3:45 PM
Dashboard Success Stories
Facilitator(s): Daniel van den Berg, Senior Business Data Analyst, Clark Public Utilities
Speaker(s): Diana Cuesta, Business Analyst, Senior, Pacific Gas and Electric Company, Katina Fischer, Lead Application Analyst/Developer, Clark Public Utilities
This session will spotlight especially effective dashboards as discussion centers on turning data into meaningful stories.
3:45 PM - 4:00 PM
4:00 PM - 5:00 PM
Digital Catalyst Analytics: Leveraging Data to Meet Customers' Needs
Facilitator(s): Mario Carrasco, Manager, CAP and Performance Improvement, Pacific Gas and Electric Company
Speaker(s): Mike Glass, Director, Business Technology Data and Analytics, Pacific Gas and Electric Company
Pacific Gas and Electric Company's Digital Catalyst Analytics (DCA) is tasked with delivering technology solutions that put the information their employees need at their fingertips. DCA uses Agile Methodology combined with a Design Thinking approach to enable quick, user-centric development. They are currently focused on delivering solutions for mobile apps (Digital Catalyst Mobile) and data analytics (Digital Catalyst Analytics). Additionally, DCA works with other internal teams to facilitate bringing in new off-the-shelf apps and adding mobile capability to existing legacy systems. Our speaker will highlight successful analytics and performance management use cases.
6:00 PM - 8:30 PM
Join us for a networking dinner within walking distance of the forum and hotel.
7:30 AM - 8:00 AM
A catered breakfast will be provided onsite.
8:00 AM - 8:30 AM
Day 2's agenda turns its focus toward corporate performance-specific discussion. We will begin the day with attendee introductions. Come prepared to share information on current initiatives and any associated challenges you would like to discuss among peers.
8:30 AM - 9:30 AM
Speaker(s): Ronnie Chris, Director of Enterprise Continuous Improvement, Pacific Gas and Electric Company, Evan Geisert, Senior Manager, Electric Advance, Pacific Gas and Electric Company
Join this session as Pacific Gas and Electric Company shares developments from their heightened focus on affordability. We will gain insight into what affordability means for their organization as well as what that looks like over the next five years. Come prepared for an engaging discussion regarding a novel approach to measuring efficiencies.
9:30 AM - 9:45 AM
9:45 AM - 10:15 AM
Micro Session: Public Safety Measures
Facilitator(s): Hayk Hovhannisyan, Manager, Performance Management, Pacific Gas and Electric Company
Join this roundtable session for a discussion on public safety measures as we highlight utilities' move from lagging to leading indicators. Come prepared to share insights from your own organization.
10:15 AM - 10:30 AM
10:30 AM - 11:30 AM
Land Your Strategy with Lean
Speaker(s): Tim Watkins, Senior Manager, Continuous Improvement MBB, Southern California Edison
Join this session to gain insights into how to build a lean framework that allows you to apply a lean lens to every aspect of your organization. Our speaker will introduce the framework and walk us through success stories before turning toward practical discussion on how to successfully employ lean in every strategy.
11:30 AM - 12:00 PM
Micro Session: Continuous Improvement & Organizational Models
Facilitator(s): Janette Cruz, Sr. Enterprise Performance Planning Coordinator, Sacramento Municipal Utility District
Join this session for an exploration of continuous improvement strategies and supporting organizational models.
12:00 PM - 1:00 PM
A catered lunch will be provided onsite.
1:00 PM - 1:30 PM
Facilitator(s): Ross Henderson, Performance Consultant, Puget Sound Energy
We will have facilitated discussion time to address any topics that have come up through the day that need additional time. We encourage attendees to raise questions for group discussion as well.
1:30 PM - 2:30 PM
Aligning Culture to Strategy
Speaker(s): Laura Johnson-Graham PhD, Supervisory Detail, Bonneville Power Administration
Culture is often cited as a barrier to strategic change, and it is simultaneously seen as ephemeral and difficult to change. This session will use practical tools to develop explicit descriptions of current culture and to brainstorm concrete changes to achieve the desired culture, and will explore gap closure exercises to plan how to get there. Templates for tools and approaches will be provided for later use in your organization.
2:30 PM - 3:00 PM
Wrap-up and Fall Planning
Interested in improving our forum experience? Join us to chat about what went well at the forum as well as ideas for the fall forum. This session is a great starting point for those who wish to volunteer as a planning team member for fall planning.
Please contact the hotel directly at (415) 495-2100 to reserve your room. Identify yourself as being with Western Energy Institute to receive a special rate of $215 USD/night. This rate is guaranteed until March 5, 2018 or until the WEI room block is full.
Lamis El Didi is a Senior Manager with Exponent’s Construction Consulting practice. She advises clients on a range of construction topics throughout the entire project lifecycle ranging from project portfolio management, program management, project controls, project scheduling, change management, and risk management. She has assessed, developed, and implemented project and program controls on large scale capital projects and programs such as the California High Speed Rail Project, including defining performance metrics, developing tailored process and procedures, developing project and program level reporting, and providing contract oversight. She has assisted clients with baseline development, business case development, scenario planning and resource balancing, unit cost and schedule benchmarking, document management and information management systems assessment and implementation, earned value management implementation, and training. She has also provided risk analysis services such as probabilistic scheduling, Monte Carlo simulations, and schedule and cost risk assessments, on large projects including Silicon Valley Berryessa BART Extension, Transbay Terminal, and Embarcadero-Potrero Substation Project in the Bay Area. Prior to Exponent, Lamis held several roles within the project management department at Dar Al Handasah in Cairo, Egypt and at Booz Allen in Cairo and Dubai. Lamis received a B.Sc. in Construction Engineering from the American University in Cairo (AUC) and holds a M.Sc. in Engineering & Project Management from the University of California, Berkeley (UC Berkeley).
Winnie Hung is a Principal with Exponent’s Construction Consulting practice. She has over 20 years of professional experience in the construction and utilities industries, and specializes in planning, executing, and managing large-scale capital project portfolios and programs. She assists clients with assessing their business needs and implementing practical and effective improvements to their organizational process and controls, cost and schedule management, metrics development and performance monitoring, status and trend reporting, and data management and information technology solutions implementation. She has led multi-disciplinary teams in performing predictive analytics, cost-benefit modeling, and probabilistic risk assessment to ensure successful execution of complex programs and projects.
Greg Gabbard became the Senior Manager of Project Delivery for Pacific Gas & Electric’s Transmission Line Organization in September 2014. Greg has held various project management and engineering leadership roles since joining PG&E in 2006. He is currently responsible for the execution of a capital project portfolio averaging $500M annually and leads a team of engineering, project, program and construction management professionals. A registered Project Management Professional, Greg graduated with a BS in Mechanical Engineering from California Polytechnic State University, SLO and an MBA from the Graduate School of Management at University of California, Davis.
Mario Carrasco’s passion for process improvement led him to build the Analytics team supporting PG&E’s Safety & Health organization in 2017. He is currently the Manger of the Public Safety Data Analytics team, whose mission is to provide actionable and meaningful insights from data to support strategic and informed decisions. In his previous roles at PG&E, Mario worked as the Manager of the Corrective Action Program (CAP) supporting Safety & Corporate Services and as the Senior Operations Manager in Supply Chain. Prior to that, he worked as the Regional Production Manager at Scholastic Book Fairs.
Mario studied Industrial Civil Engineering at the Federico Santa Maria University, in Chile, where he is from. Additionally, he holds Project Management Professional (PMP) and Six Sigma Black Belt (CSSBB) certifications.
Mario lives in Oakland, CA, with his wife and three kids. He enjoys playing soccer, the piano, and skiing with his family.