Aug

14-15

Customer + Corporate Symposium Planning Meeting (Aug 14-15)

Join over 80 utility professionals to help select topics for the 2018 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)
  • Lisa Fix, Director of Customer Service, Clark Public Utilities and Jason Pitts, Manager, IS Operations, Avista Utilities

    • 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
      • 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 14-15, 2017.
      •Attendance at Customer + Corporate Symposium in March 7-9, 2018 in San Francisco, CA
      • Active participation in planning sessions (regularly scheduled conference calls August-Fabruary).
      • 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.

  • Time and Travel Commitment
  • • Attend Customer + Corporate Symposium Planning meeting in Portland, OR, August 14-15, 2017.
    • Attendance at Customer + Corporate Symposium in March 2018. Location TBD
    • 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 Christopher Lee, Senior Program Manager at (971) 255-4967.

Agenda

Monday, August 14, 2017

5:30 PM - 7:00 PM

Welcome Reception

Meet fellow PDT members and WEI staff

Tuesday, August 15, 2017

7:00 AM - 8:00 AM

Breakfast

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

Overview of 2018 Customer + Corporate Symposium planning process and objectives. This session will include presentation on WEI's 2018 annual theme and a team building exercise.

9:00 AM - 11:00 AM

Planning by Track

Start with introductions and a roundtable discussion on current issues, challenges and successes.

11:00 AM - 12:00 PM

Planning Combined Sessions

Work directly with other track rooms on the combined sessions or send a representative from your team to collaborate. WEI staff can help coordinate.

12:00 PM - 1:00 PM

Lunch

Queen Marie Ballroom

1:00 PM - 2:30 PM

Planning (continued)

2:30 PM - 2:45 PM

Break

2:45 PM - 3:30 PM

Report Out and Review Draft Conference Design

Location: Queen Marie Ballroom
Track chairs should collect and submit planning sheets to WEI by 2:30pm for report out.

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/night. This rate is guaranteed until July 23, 2017 or until the WEI room block is full.


  • Click here to make your reservation now.