Corporate Performance Management (Oct 15-16)

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)
  • Ross Henderson, Performance Consultant, Puget Sound Energy

    • Program Location
    • Puget Sound Energy
    • 355 110th Ave NE
      Bellevue, WA 98004
    • 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 September 14, 2018. 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 for 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, October 15, 2018

12:30 PM - 1:00 PM

Registration and Networking

Arrive early to network with other attendees. Light refreshments provided.

1:00 PM - 1:15 PM

Introductions, Safety + Housekeeping

We will break for 15 minutes.

1:15 PM - 2:00 PM

Welcome to Puget Sound Energy
Speaker(s): Andy Wappler, Vice President, Customer Operations & Communications, Puget Sound Energy

A VP from Puget Sound Energy will give a short presentation on the utility and current trends

2:00 PM - 2:45 PM

Current Challenges Activity

Attendees will visit current Corporate Performance Management challenges through a creative visual exercise.

2:45 PM - 3:00 PM

Networking Break

We will break for 15 minutes.

3:00 PM - 4:30 PM

Comparison of Continuous Improvement Models
Facilitator(s): Ross Henderson, Performance Consultant, Puget Sound Energy
Speaker(s): William French, Manager - Continuous Improvement PMO, Southern California Gas Company, Niecie Weatherby, Manager, Process Improvement and Project Practices, Puget Sound Energy

Puget Sound Energy will present on its Quality Council and Sempra will give an overview of the PMO organization that it utilizes.
Each presentation will be followed by short Q&A session
A conversation will follow to compare the pros and cons of a centralized vs dispersed model for process improvements.
Each utility should be prepared to share how they are tracking and measuring the benefits of CIP initiatives. Focus on labor saved or other metrics if available

4:30 PM - 5:00 PM

Overview of Current Transformation Projects at Puget Sound Energy
Speaker(s): Troy Hutson, Director, Enterprise Projects & Performance, Puget Sound Energy

Puget Sound Energy will give a short overview of current projects focusing on approach used, lessons learned, and expected benefits.

6:00 PM - 8:30 PM

WEI Hosted Networking Dinner

700 Bellevue Way Northeast, Suite 50
Bellevue WA, 98004

Tuesday, October 16, 2018

7:30 AM - 8:00 AM

Networking Breakfast

Continental breakfast will be provided onsite.

8:00 AM - 8:30 AM

Workforce Metrics

Please be prepared to bring the top workforce metrics from your company to the meeting for a short discussion and comparison.

8:30 AM - 9:45 AM

Best Practices/Case Study for Measuring Equity and Diversity
Speaker(s): Elizabeth Zimmerly, Performance Support Services Manager, Seattle City Light, Melissa Bovee, ‎Manager - Enterprise Performance Management, Governance and Benchmarking, Pacific Gas and Electric Company, Kara Williams, Women Minority Business Enterprise (WMBE) Manager, Seattle City Light

This session will start with a quick introduction to the regulatory background on the need for measuring equity and diversity. Presentations will cover mapping techniques to analyze demographics in your service territory; metrics used in measuring diversity of contractors and consultants; and initiatives to diversify the workforce. Discussion will focus on KPIs and metrics as well as ways to improve them.

9:45 AM - 10:15 AM

Get to Zero - Customer Campaign
Speaker(s): Josh Jacobs, Director of Business Integration, Puget Sound Energy

Touch on the transformational aspects to PSE Customers and how this helps move us to the “Utility of the Future” Describe an overview of how the project performance is being measured. Describe an overview of the Benefits and how they are calculated and measured.

10:15 AM - 10:30 AM

Networking Break

We will break for 15 minutes.

10:30 AM - 12:00 PM

Utility of the Future - What Measures Will Come from the New Utility Look?
Speaker(s): Joshua Binus, Policy Strategist, Bonneville Power Administration

A strategist from BPA will present on the trends in the energy industry that will impact the utility business model in the short and long-term future. A discussion will follow on how these trends will impact Corporate Performance Management at member companies.

Conversation Primer –

  • What metrics will we need? What do we need to measure in the future?
  • How are we incorporating new trends?
  • What is the timing of new technology and processes?
  • How do our processes account for changes in the industry?
  • How do we balance short-term vs long-term planning?

12:00 PM - 12:30 PM

Basics of Blockchain Technology
Speaker(s): Joshua Binus, Policy Strategist, Bonneville Power Administration

There are numerous blockchain applications being proposed or explored in the utility industry. This presentation will be a quick primer on the basics of how the technology works. Conversation will focus on how it could impact performance management.

12:30 PM - 1:30 PM

Networking Lunch

Enjoy a catered lunch onsite.

1:30 PM - 2:00 PM

Affordability Follow Up + Roundtable

How are members keeping rates low while still prioritizing renewable and other capital projects? PG&E presented in the spring and will share new developments in its program.

2:00 PM - 2:30 PM

Closing roundtable

This time is reserved for the group to return to topics that came up throughout the forum that merit fuller 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 (425) 625-2450 to reserve your room. Identify yourself as being with Western Energy Institute to receive a special rate of $159 USD/night. This rate is guaranteed until September 14, 2018 or until the WEI room block is full.

Meet The Speakers

Andy Wappler

Puget Sound Energy

Vice President, Customer Operations & Communications

Ross Henderson

Puget Sound Energy

Performance Consultant

William French

Southern California Gas Company

Manager - Continuous Improvement PMO

Troy Hutson

Puget Sound Energy

Director, Enterprise Projects & Performance

Elizabeth Zimmerly

Seattle City Light

Performance Support Services Manager

Melissa Bovee

Pacific Gas and Electric Company

‎Manager - Enterprise Performance Management, Governance and Benchmarking

Josh Jacobs

Puget Sound Energy

Director of Business Integration
Learn More

Josh Jacobs is Director Business Integration for Puget Sound Energy. In this capacity Josh is responsible for leading PSE’s customer transformation initiative called Get to Zero, a multi-year initiative focused on improving various aspects of PSE’s customer experience. In this effort PSE is embarking upon a wholesale digital transformation, a revamp of billing and payment options for customers, and implementing work management automation.

Josh joined PSE in 1998 and has served in various roles within the company including customer service, materials management, energy supply, and grid operations. The bulk of Josh’s career has been spent in energy trading at PSE where he managed power and gas supply operations for the company. Josh also served as the lead for PSE’s CAISO EIM implementation directing both the technology and policy initiatives for PSE’s entrance into the market in 2016.

Josh is a graduate of Northwest University in Kirkland, WA where he earned a bachelor’s degree in business administration. He is married with three children and resides in Snohomish, WA.

Joshua Binus

Bonneville Power Administration

Policy Strategist

Kara Williams

Seattle City Light

Women Minority Business Enterprise (WMBE) Manager

Niecie Weatherby

Puget Sound Energy

Manager, Process Improvement and Project Practices