Corporate Performance Management (Mar 25-26)

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)
  • Tim Watkins, Senior Manager, Continuous Improvement MBB, Southern California Edison

    • Program Location
    • Southern California Edison
    • 2244 Walnut Grove Ave
      Rosemead, California 91770
    • 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
    Regular: $449 USD

    Registration prices increase $50 after February 27, 2019. Registration includes 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 25, 2019

12:30 PM - 1:00 PM


Lunch is on your own.

1:00 PM - 1:15 PM

Introductions, Safety + Housekeeping

Come prepared to share a success or set-back you or your team has experienced in the last six months.

1:15 PM - 1:45 PM

Welcome to Southern California Edison
Speaker(s): Ronald O. Nichols, President, Southern California Edison

As one of the nation’s largest electric utilities, Southern California Edison delivers power to 15 million people in 50,000 square-miles across central, coastal and Southern California. In 2015 the company delivered more than 87 billion kWh of electricity, which powered 180 incorporated cities in 15 counties and accounted for 5,000 large businesses and 280,000 small businesses.

1:45 PM - 3:00 PM

Opening Roundtable: Comparison of Top 3 Initiatives at Each Company
Facilitator(s): Tim Watkins, Senior Manager, Continuous Improvement, Southern California Edison

Each person should be prepared to share:
-Looking back up to 3 years – Which initiatives have been most impactful to your company?
-Also define the metric being addressed. i.e. ROI, Customer, efficiency, etc.
-Looking forward to the next 1-3 years what are the top initiatives being planned or already underway?

3:00 PM - 3:30 PM

Networking Break

We will break for 30 minutes.

3:30 PM - 4:15 PM

Panel on Corporate Scorecards and Dashboards
Speaker(s): Spenser Williams, Corporate Scorecard & Benchmarking Program Manager, Portland General Electric, Maureen Black, Performance Measurement Lead, BC Hydro, John Himmel, Manager, Business Performance, FortisBC, Brighton Rain, Performance Consultant, Puget Sound Energy, Linda Low, Principal Manager, Corporate Performance Management, Southern California Edison

Each panelist will share how their company is using high level corporate dashboards with executives. Presentation will include what metrics are being shared and who has access. The focus will be on how these tools are being used in decision making at each company.

4:15 PM - 5:00 PM

Follow up Discussion on Corporate Scorecards and Dashboards

A chance to ask questions of the panelist and discuss different approaches being used.

6:00 PM - 8:30 PM

Networking Dinner

Babita Mexicuisine
1823 S. San Gabriel Blvd.
San Gabriel, CA 91776

Tuesday, March 26, 2019

7:30 AM - 8:00 AM

Breakfast at Southern California Edison

Continental breakfast will be provided onsite.

8:00 AM - 9:00 AM

Benefits Realization
Speaker(s): Brighton Rain, Performance Consultant, Puget Sound Energy

Puget Sound Energy will share its approach to measuring benefits realization.
-Measuring benefits of process improvement
-Portfolio metrics/portfolio requirements (i.e. benefit realization)
-How are we tracking benefit realization for specific projects? How does the result compare to the original plan/proposal?

9:00 AM - 9:30 AM

Networking Break

We will break for 30 minutes.

9:30 AM - 10:45 AM

Survey on Metrics and Benchmarking
Facilitator(s): Spenser Williams, Corporate Scorecard & Benchmarking Program Manager, Portland General Electric

A survey will be conducted prior to the meeting on how each company is using benchmarking.

The survey will be sent ahead of the meeting and results will be presented at the meeting.

Attendees should be prepared to discuss their company’s response.

10:45 AM - 11:00 AM

Networking Break

We will break for 15 minutes.

11:00 AM - 12:00 PM

Metrics and Benchmarking (cont.)

  • What are people using to measure the performance of their business now?
  • How are others benchmarking? What companies, organizations, conferences are you using to compare your metrics?
  • How are you using these benchmarks? How is that data being applied?
  • Also how often? Monthly, quarterly, annually?
  • Are you looking outside of the utility industry?
  • Possible business areas to focus:
    • Distribution
    • Transmission
    • Safety/Compliance
    • Customer
      • Billing

Future Planning – If we want to continue benchmarking as a group, how will we do it?

12:00 PM - 1:00 PM

Networking Lunch

Enjoy a catered lunch onsite.

1:00 PM - 2:00 PM

Advancing Continuous Improvement Capabilities
Speaker(s): Tim Watkins, Senior Manager, Continuous Improvement, Southern California Edison

A discussion of what SCE is doing to advance CI capabilities (the capability of the organization to respond to performance management opportunities) across the organization as a set-up for a conversation about the long term capability building approach versus having a team of CI experts that can be deployed to more near term needs or relying on consultants. (SCE in the past has tried various approaches, is about a year into a structured approach to building capabilities, and is now establishing a hybrid approach.)

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 additional discussion.

2:30 PM - 3:00 PM

Wrap-up and Fall Planning

Join for a discussion on Fall 2019.

Hotel + Travel

  • Reservation Instructions
  • Please contact the hotel directly at (323) 722-8800 to reserve your room. Identify yourself as being with Western Energy Institute (WEI) to receive a special rate of $164 USD/night. This rate is guaranteed until February 27, 2019 or until the WEI room block is full.

Meet The Speakers

Ronald O. Nichols

Southern California Edison


Spenser Williams

Portland General Electric

Corporate Scorecard & Benchmarking Program Manager

Maureen Black

BC Hydro

Performance Measurement Lead

John Himmel


Manager, Business Performance

Brighton Rain

Puget Sound Energy

Performance Consultant

Linda Low

Southern California Edison

Principal Manager, Corporate Performance Management

Tim Watkins

Southern California Edison

Senior Manager, Continuous Improvement