May

10-11

Executive Planning Committee (May 10-11)

WEI’s Executive Planning Committee (EPC) is a distinctive group of senior energy leaders who bridge the strategic vision from the WEI Board of Directors and Board Committees into WEI’s programs. The Committee meets annually to identify common issues in four groups, Customer Connections, Corporate Services, Electric Operations, and Gas Operations. A primary function of the EPC is to determine which tracks and topics will be included in two largest industry forums, WEI’s Customer + Corporate Symposium and Operations Conference, and then identify employees for leadership roles for these two events.

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General Details

  • Program Location
  • Hyatt Regency Portland at the Oregon Convention Center
  • 375 NE Holladay Street Portland, Oregon 97232
  • Who Should Attend
    • Members of the Executive Planning Committee or their assignees
    • WEI Board Committee members
    • Special invitations
  • Registration Options
  • Member: $399 USD

    Registration price will increase $100 after April 25, 2022. Registration includes access to all events and meals on the agenda. Guest tickets are available for $99 and include access to all meals on the agenda.

    Current Women in Leadership participants may attend the Executive Planning Committee meeting at no charge. Registration includes access to all events and meals on the agenda.

    Attendees are encouraged to take a moment to review the local and state guidelines related to COVID-19 to prepare for the event.

  • 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 Eric Christenson, Director of Program Curriculum + Analytics at (971) 303-2118.

Agenda

Tuesday, May 10, 2022

12:00 PM - 1:00 PM

Registration Desk Open + Badge Pickup

Registration will open at 12:00 PM for badge pickup and informal networking.

1:00 PM - 1:15 PM

Welcome to the Executive Planning Committee Meeting
Speaker(s): Kevin Sullivan, President, Western Energy Institute, Eric Christenson, Director of Program Curriculum + Analytics, Western Energy Institute

WEI welcomes the 2022 Executive Planning Committee and outlines the goals for the meeting. We provide statistics from the latest Customer + Corporate Symposium and Operations Conference, and the relationship of the EPC and the upcoming August planning meetings.

1:15 PM - 2:00 PM

Expanding Horizons: Meeting 21st Century Challenges in the Energy Sector
Speaker(s): Phil Jones, Global VP, Business Development, Copperleaf Technologies Inc.

Utilities are being called upon to help execute government ESG policy – they are no longer just providing safe, affordable, reliable energy. They are being asked to transform their community.

2:00 PM - 2:15 PM

Networking Break

2:15 PM - 4:45 PM

Breakout for Committee Roundtables
Facilitator(s): Joe Karney, Senior Director of Operations, NW Natural, Lora Anguay, Chief Zero Carbon Officer, Sacramento Municipal Utility District
Speaker(s): Wilhelmina Proby, Customer Contact Center Manager, NW Natural

During this session each of the four functional areas (Customer Connections, Corporate Services, Electric Operations, and Gas Operations) meet separately to discuss strategic issues. Together, the top issues identified by this roundtable will springboard the EPC into the second day.

4:45 PM - 5:00 PM

Break

5:00 PM - 7:30 PM

Retirement Dinner + Celebration for Chuck Meyer

There will be a hosted reception for all attendees before a dinner and celebration in honor of Chuck Meyer's fourteen successful years leading the Western Energy Institute.

Wednesday, May 11, 2022

7:00 AM - 8:00 AM

Networking Breakfast

Full breakfast provided.

8:00 AM - 8:45 AM

WEI 2023 Annual Theme Reveal
Speaker(s): Roger Dall'Antonia, President and CEO, FortisBC

The 2023 WEI Annual Theme will be shared by WEI’s Chair-Elect, Roger Dall'Antonia, President and CEO, FortisBC.

8:45 AM - 9:00 AM

WEI Programs Overview
Speaker(s): Anna Sanger Reed, Executive Director of Programs, Western Energy Institute

WEI will provide company participation reports, a brief overview of WEI's programs and courses, and recommendations to each EPC Member.

9:00 AM - 9:15 AM

Networking Break

9:15 AM - 11:15 AM

Breakout Sessions Continued

Building from the previous day's roundtables, each Committee will recap issues and opportunities and turn their attention to recommended tracks for WEI's two large conferences. 

Executive Planning Committee Members will select which tracks to assign Program Development Team Members.

11:00 AM - 11:15 AM

Break

11:30 AM - 12:00 PM

Customer + Corporate Symposium and Operations Conference Overview

Leadership form the two programs come together to look at the big picture for each conference, with the following objectives: * Provide feedback on how to make the conference the best value and experience for members * Identify any key changes to overall structure of conference * General session ideas and recommendations for keynote speakers * Identify tracks with overlap

12:00 PM - 1:00 PM

Lunch and Report Outs

Full lunch provided. RSVP requested.

Hotel + Travel

  • Reservation Instructions
  • Please contact the hotel directly at (971) 222-1234 to reserve your room. Identify yourself as being with the WEI Executive Planning Committee to receive a special rate of $199 USD/night. This rate is guaranteed until May 2, 2022 (date extended from April 18) or until the WEI room block is full.

Onsite Safety + Health Info

It is WEI’s policy that anyone attending a WEI-hosted program be vaccinated for COVID-19. This policy does allow for a negative COVID-19 test to be submitted in lieu of vaccination if the attendee is unable to receive the vaccine and if permitted by local host cities or venues. This policy applies to all WEI staff, as well as attendees, guests, speakers, and exhibitors.

Fully vaccinated is defined by the United States or Canadian governments. WEI accepts the following as proof of vaccination: (1) a CDC or Provincial-issued vaccination card, (2) a photo of a CDC or Provincial-issued vaccination card (front and back); (3) a document of vaccination from a licensed healthcare provider; or (4) a digital vaccine record issued by the State or Province in which the attendee resides.

Proof of a negative COVID-19 test means a printed document or image on a phone from a test provider, laboratory, or government agency-approved at-home test method that shows a negative result of a PCR or antigen COVID-19 test within 72 hours before first entry.

Attendees must show a picture or document with vaccine status or a negative test result upon arrival at the program. Attendees without the required proof will be denied entry. No refunds will be given if any attendee is denied entry due to vaccine and/or testing requirements.

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

Program Sponsors

Platinum Sponsors
Black + Veatch-01Burns + McDonnell-01Copperleaf-01 HDR-01Henkels + McCoy-01Honeywell-01KPMG-01

Rokstad-01-01SAP-01

Meet The Speakers

Roger Dall’Antonia

FortisBC

President and CEO
Learn More

Mr. Dall’Antonia is President and Chief Executive Officer for FortisBC Inc. and FortisBC Energy Inc., overseeing electricity and natural gas business operations. With more than 25 years of experience in the energy industry, he has been trusted in numerous leadership roles throughout the organization, including executive oversight of customer service and technology, regulatory affairs, strategic planning and corporate development, finance and treasury. Mr. Dall’Antonia serves on the board of directors of the Canadian Gas Association, Electricity Canada, and Western Energy Institute, as well as the Board of Governors for the BC Business Council. He is also a board member for the FortisBC group of companies and Central Hudson Gas & Electric Corp. and has previously served on the board of the Down Syndrome Research Foundation and Resource Centre. Mr. Dall’Antonia holds a BBA from Simon Fraser University and an MBA from the Ivey School of Business at the University of Western Ontario and is a Chartered Financial Analyst.

Kevin Sullivan

Western Energy Institute

President

Anna Sanger Reed

Western Energy Institute

Executive Director of Programs

Eric Christenson

Western Energy Institute

Director of Program Curriculum + Analytics
Learn More

In his role as Director of Program Curriculum + Engagement, Eric’s primary roles are working with WEI Board Committees to ensure key issues are addressed through program curriculum and leading Utility Fundamentals + Insights courses.

Eric also supports overall Member engagement and his teammates with his twenty-plus years’ database marketing experience and skills in data analytics.

Eric joined WEI after seven great years at Portland General Electric. At PGE he developed and managed the company’s Enterprise Risk Management program and worked in several other areas including operations benchmarking, regulatory affairs, fleet services, AMI, and finance.

Prior to joining PGE, Eric developed his skills in a leading internet marketing company and as Manager of Strategy and Analysis at a finance and lending organization.

Eric earned his Bachelors in Mathematics, and Economics, from the University of Oregon. He has served the community as a past President of the Oregon Society of Association Management and Vice President of the Greater Portland Soccer District.

Joe Karney

NW Natural

Senior Director of Operations

Wilhelmina Proby

NW Natural

Customer Contact Center Manager
Learn More

Wilhelmina Proby is the Manager of the Customer Contact Center at NW Natural in Portland, Oregon. Wilhelmina has 20 years of customer service experience, 15 of which working in a contact center environment. In her time with NW Natural, Wilhelmina has worked in many capacities including Contact Center Supervisor, and most recently the Emergency Contact Center Supervisor, before moving into the CCC Manager role in October of 2021.

A native of Portland, she holds a Bachelor of Science degree in Psychology from Colorado State University. Wilhelmina considers herself a servant leader who strives to better any team in which she is apart. An advocate for diversity and inclusion, she served on the NW Natural DE&I Council from 2015 – 2018, two of which as co-Chair. In 2020 she became one of the inaugural co-Chairs of the African American ERG.

Phil Jones

Copperleaf Technologies Inc.

Global VP, Business Development
Learn More

Phil joined Copperleaf as Vice President, Business Development in 2009. Over the past 12 years he has worked with energy utility clients in North America and globally to improve their approach to Capital Planning and Asset Management, with a focus on helping them achieve their strategic objectives through the application of Value-based, Risk-informed decision making practices. Prior to Copperleaf, Phil worked in business development, product management, project management, and design engineering in a variety of industries. Phil earned his Bachelor’s and Masters in Electrical Engineering from Georgia Tech in the early 1990s and also holds a Asset Management Certificate from The Institute of Asset Management. Originally from the US, Phil was “imported” to Canada by his wife 21 years ago and now resides in Vancouver BC.

Lora Anguay

Sacramento Municipal Utility District

Chief Zero Carbon Officer
Learn More

With over 17 years in the electric utility industry, Lora is currently serving as the Chief Zero Carbon Officer for the Sacramento Municipal Utility District (SMUD). In this role she is responsible for the delivery of SMUD’s 2030 zero carbon plan and is responsible for SMUD’s energy supply. This includes design, construction, maintenance, and transition of our power generation assets; the sale and procurement of energy resources and settlements of energy transactions; and customer program design and development pertaining to distributed energy resources. Lora also has responsibility for research and development activities and establishing new business partnerships that align with SMUD’s 2030 zero carbon goal.

Lora’s previous leadership experience includes overseeing the day-to-day operations of the distribution grid, transmission and distribution maintenance engineering, the development of electrical design and construction standards and the work management activities for line design and construction. Lora led the deployment of SMUD’s smart meter project and managed SMUD’s distribution automation project.

Lora earned her Bachelor of Science degree in Business Administration from the California State University, Sacramento and currently serves on the Board of Directors for California State University, Sacramento Alumni Association.