Executive Planning Committee (May 10-11)

General Details

  • Program Location
  • Hyatt Regency Portland at the Oregon Convention Center
  • 375 NE Holladay StreetPortland, 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.


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


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


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


Meet The Speakers

Roger Dall’Antonia


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


Anna Sanger Reed

Western Energy Institute

Executive Director of Programs

Eric Christenson

Western Energy Institute

Director of Program Curriculum + Analytics
Learn More

Eric Christenson brings 20 years’ industry experience and an inextinguishable energy for new ideas to the Western Energy Institute team.

In his role as Director of Program Curriculum + Engagement, Mr. Christenson works to ensure key industry information and education are available to all WEI Members and others in the energy business. He leads a team that provides nearly seventy courses annually to thousands of industry professionals. He also supports overall Member engagement and his teammates with his professional background in database marketing experience, analytics, and business consulting.

Mr. Christenson joined WEI after a wonderful career at Portland General Electric. While at PGE he developed and managed the company’s Enterprise Risk Management program and his ability to grasp complicated, interconnected opportunities brought him to work with several other areas including operations benchmarking, regulatory affairs, fleet services, AMI, and finance.

Prior to joining PGE, Mr. Christenson developed his skills in a leading internet marketing company and is role leading Strategy and Analysis at a lending company.

Mr Christenson earned his Bachelors in Mathematics and also in 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, and currently serves on the Executive Committee of Washington County’s citizen advisory organization.

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, Sales and Business Development in 2009, and has been instrumental in expanding Copperleaf’s client base across the globe. In his current role as Managing Director for the Americas, he is responsible for leading sales, marketing, customer experience, and operations in the region. Phil has a passion for helping prospects and clients see how value-based decision making can advance their businesses and loves working with our talented Americas team and network of partners to help each client find the right starting point with Copperleaf.

Phil started his career as an electrical engineer but quickly realized he preferred client engagement, which led him to sales and business development. He has more than 25 years in client-facing roles, the last 20 of which have been in sales and sales leadership.

Prior to Copperleaf, Phil’s client base included government, military, commercial wireless infrastructure manufacturers, venture-funded factories in Asia, and a range of both commercial and residential clients in the energy management and automation systems space. He was a partner in a custom electronics design and integration firm and a commercial lighting and control products company, and spent seven years at Spectrum Signal Processing, ultimately attaining the role of Vice President, Sales and Business Development.

Phil earned his undergraduate and graduate degrees in Electrical Engineering from the Georgia Institute of Technology. Phil lives in Coquitlam, BC where he enjoys outdoor adventures in the snow, on the water, and in the mountains.

Lora Anguay

Sacramento Municipal Utility District

Chief Zero Carbon Officer
Learn More

With over 20 years of experience in the electric utility industry, Lora is currently serving as SMUD’s first Chief Zero Carbon Officer. In this role, she’s responsible for the transition of SMUD’s power supply to achieve zero carbon emissions by 2030. Lora provides leadership for SMUD’s energy supply, which includes design, construction, maintenance and transition of SMUD’s 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. She’s also responsible for research and development activities and establishing new business partnerships that align with SMUD’s 2030 zero carbon goal.

Lora’s previous leadership experience at SMUD 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 the Western Energy Institute and the CSUS, Foundation Board and is a member of the Leadership Roseville class of 2023.