Feb 28


Mar 01

Customer Strategies (Feb 28-Mar 01)

Customer expectations are always changing, and utilities need to keep up with those expectations. This annual executive forum meets in person and is focused on conversation interspersed with presentations on topics which include, but aren’t limited to, call center leadership, IT strategies, and workforce solutions. The small size of this program provides a unique environment for sharing with peers and building long-term relationships. This program is intended for executive level leadership responsible for customer strategy and policy and is open to WEI member energy companies. This program is intended for executives responsible for customer service and customer contact programs.

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General Details

  • Program Chair(s)
  • Bobbi Schroeppel, Vice President Customer Care, Communications and HR, NorthWestern Energy

    • Program Location
    • Western Energy Institute Facilities
    • 1050 SW 6th Ave, Suite 325, Portland, Oregon 97204
    • Who Should Attend
    • Participation is restricted to senior leaders of WEI energy member companies. 

      • Directors of customer service areas
      • Vice Presidential level customer service executives
      • Chief Customer Officers responsible for all areas of customer contact
  • Registration Options
  • Member: $499 USD

    Registration price will increase $100 after February 6, 2023. Registration includes all meals and program materials.

    Attendees of Customer Strategies (formerly Customer Connections) are eligible for a $100 discount to the Customer + Corporate Symposium, which is scheduled March 1-3, 2023, in Portland. To receive the discount, first register for the Customer Strategies event and use the code included in your confirmation email when registering for the Customer + Corporate Symposium.

  • 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. Recording is not permitted for any portion of the event.
  • For more information contact Beverly Woolf, Program Manager at (971) 303-2294.


Tuesday, February 28, 2023

1:00 PM - 1:30 PM

Welcome + Introductions

1:30 PM - 3:00 PM

Opening Roundtable Discussion

3:00 PM - 3:45 PM

Networking Break

3:45 PM - 5:00 PM

Industry Topic

5:00 PM - 7:30 PM

Hosted Networking Dinner

Wednesday, March 1, 2023

7:00 AM - 8:00 AM

Networking Breakfast

8:00 AM - 10:00 AM

Industry Topics

10:00 AM - 10:15 AM

Networking Break

10:15 AM - 11:30 AM

Industry Topics

11:30 AM - 12:00 PM

Wrap Up

Hotel + Travel

  • Reservation Instructions
  • Please contact the hotel directly at (503) 226-1611 to reserve your room. Identify yourself as being with Western Energy Institute (WEI) to receive a special rate of $175 USD/night. This rate is guaranteed until February 7, 2023 or until the WEI room block is full.

Onsite Safety + Health Info

Effective August 18, 2022, proof of vaccination status or results of a negative COVID-19 test will not be required for admittance into most WEI-hosted programs.

WEI continues to monitor all federal level CDC, Canadian government and public health agency recommendations, as well as local ordinances, as a policy baseline for in-person programs. We encourage all attendees to review the current guidelines related to isolation and precautions prior to traveling to a WEI event, as well as guidance for traveling to and from Canada, which may differ from guidance for traveling to or from the United States.

Some WEI-hosted programs may require proof of vaccination status, if essential for participation, in which case WEI will communicate this requirement in advance of the program start date.

Please refer to WEI’s Safety + Health Code of Conduct for other important considerations.