Customer + Corporate Symposium Planning Meeting (Aug 13-14)

Join over 90 utility professionals to help select topics for the 2019 Customer + Corporate Symposium. You will get a chance to work with other energy companies and learn what they are doing to tackle the issues facing our industry. You will meet your team at the planning meeting and then work together to prioritize and select topics for the conference agenda. In the following weeks you will meet via conference call to identify the speakers and information you want to share at the conference. Throughout the process you will refine the session format that will best engage the audience and promote discussion.

General Details

  • Program Chair(s)
  • John Thurmond, Director, Customer Interaction, NorthWestern Energy; Jason Cameron, Manager, Sacramento Power Academy, Sacramento Municipal Utility District

    • Program Location
    • Embassy Suites Portland - Downtown
    • 319 SW Pine Street
      Portland, OR 97204
    • Who Should Attend
    • Directors, Supervisors, Senior Managers and Leaders in the following areas:

      • Customer Service, Customer Contact, or Customer Insights
      • Billing, Credit or Collections
      • Human Resources
      • Talent and Leadership Development
      • Community Relations, Customer Engagement or Customer Communication
      • Information or Technology Services
      • Data/Market Analysis
      • Cybersecurity
      • Program/Product Managers
      • Shared Services or Continuous Improvement
      • Service Company Providers

      Time and Travel Commitment
      •Attend Customer + Corporate Symposium Planning meeting in Portland, OR, August 13-14, 2018.
      •Attendance at Customer + Corporate Symposium on March 13-15, 2019 in Hollywood, California.
      • Active participation in planning sessions (regularly scheduled conference calls August-February).
      • Working between planning calls to coordinate with speakers and other team members as needed.
      • May also require submitting written content for use on WEI website and other collateral.

  • 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 Joshua Baker, Program Manager at (971) 255-4970.


Monday, August 13, 2018

5:30 PM - 7:00 PM

Welcome Reception

Meet fellow PDT members and WEI staff

Tuesday, August 14, 2018

7:00 AM - 8:00 AM


Hotel guests may enjoy a full breakfast in the hotel Atrium. Continental breakfast provided in Queen Marie.

8:00 AM - 9:00 AM

Welcome and Introductions

Annual theme and team building exercise

9:00 AM - 11:00 AM

Planning by Track

11:00 AM - 12:00 PM

Planning Combined Sessions

12:00 PM - 1:00 PM


Colonel Lindbergh Ballroom (Mezzanine Level)

1:00 PM - 2:30 PM

Planning (continued)

2:30 PM - 2:45 PM


2:45 PM - 3:30 PM

Report Out and Review Draft Conference Design

3:30 PM - 4:00 PM

Assess Needs, Next Steps, and Wrap Up

Hotel + Travel

  • Reservation Instructions
  • Please contact the hotel directly at (800) 643-7892 to reserve your room. Identify yourself as being with Western Energy Institute to receive a special rate of $269 USD/night. This rate is guaranteed until July 23, 2018 or until the WEI room block is full.