The Executive Planning Committee (EPC) is a distinctive group of senior energy leaders who meet annually to bridge the strategic vision of the WEI Board of Directors and Board Committees, with content and planning for individual programs. The EPC’s efforts culminate over two days, where they meet with their respective business sections of Gas Operations, Electric Operations, Customer Connections and Corporate Services, to address common issues across member organizations. Attendees work together on how to best combine efforts and leverage resources into creating educational track content at both the Customer + Corporate Symposium and the Operations Conference.
Western Energy Institute takes the health and safety of our employees and members very seriously. With safety as our top priority, this program is being offered in a virtual format. No hotel or travel is required. If you have any questions, please contact the Program Manager directly.
Registration for the Executive Planning Committee meeting is no-charge and by invitiation-only. Please email Eric Christenson for more information about attending this meeting. If you’ve received an invitation to this meeting, please click “Register Now” above to begin your registration.
7:30 AM - 8:00 AM
Log-In and Virtual Registration
Attendees should log-in and get comfortable with the various features of the virtual meeting.
8:00 AM - 8:45 AM
Welcome to the EPC Meeting + Reveal of WEI's 2021 Theme
Speaker(s): Caroline Winn, Chief Operating Officer, San Diego Gas & Electric Company, Kevin Sullivan, Chief Operating Officer, Western Energy Institute, Eric Christenson, Director of Program Curriculum + Analytics, Western Energy Institute
We welcome you to the 2020 EPC and outline goals for the meeting. We then welcome our incoming Chair of the Board to provide WEI's new theme for 2021.
8:45 AM - 9:00 AM
9:00 AM - 11:00 AM
Breakouts for Executive Hot Topics and Content Planning
Facilitator(s): Alex Kim, Director, Customer Programs, San Diego Gas & Electric Company, Andrew Kendall, Senior Assistant General Manager Power System Construction, Maintenance and Operations, Los Angeles Department of Water & Power, Kim Wagie, Director, Digital Transformation, Arizona Public Service Company, Lance Elroy, Director, Operations Systems and Process Improvement, MDU Utilities Group
During this session each of the four functional areas (Customer, Corporate, Electric and Gas Operations) break out in separate virtual streams to discuss strategic issues facing their organizations. With the new theme in mind, EPC Members will exchange their own expertise to gain a deeper understanding of common opportunities and challenges and will begin to form the tracks for WEI's major conferences.
11:00 AM - 11:30 AM
Break to Develop 2021 Track Proposals
Committee Leadership will review roundtable notes to develop proposals for the 2021 Conference. All other participants will be on break.
11:30 AM - 12:00 PM
Customer + Corporate Symposium and Operations Conference Track Selections
Full teams reconvene to finalize track recommendations, discuss any gaps, and identify additional opportunities.
This event will now be held in a virtual format. Hotel and travel arrangements will not be required to attend.
If you previously made hotel reservations for this event and need to cancel them, we’ve included the contact information for the hotel below for your convenience. If you have additional questions about this event, please contact the Program Manager directly.
The Duniway Portland, A Hilton Hotel
545 SW Taylor
Portland, OR 97204
Caroline Winn is chief operating officer for San Diego Gas & Electric (SDG&E), one of Sempra Energy’s regulated California utilities. Sempra Energy is a San Diego-based Fortune 500 energy services holding company whose subsidiaries provide electricity, natural gas and value-added products and services.
SDG&E is a regulated public utility that provides service to 3.6 million consumers through 1.4 million electric meters and more than 873,000 natural gas meters in San Diego and southern Orange counties.
Winn became chief operating officer of SDG&E in January 2017. Previously, Winn served as chief energy delivery officer, overseeing all energy delivery activities for SDG&E, including electric distribution operations and gas services, customer services, and external and state legislative affairs.
Prior to that, Winn was vice president of customer services and chief customer privacy officer overseeing all customer-related activities for SDG&E, including call centers, smart pricing program, energy efficiency, demand response and customer assistance programs, customer privacy, revenue cycle activities, electric rates and analysis, field services, corporate brand, marketing and customer communications.
Since joining the company in 1986 as an associate engineer, Winn has held a number of leadership positions with SDG&E and Southern California Gas Co. (SoCalGas). Previously, she was director of supply chain management for both SDG&E and SoCalGas following her role as director of transmission and distribution asset management responsible for distribution planning, electric reliability, compliance management and information technology management.
Winn has a bachelor’s degree in electrical engineering from California State University Sacramento and is a registered professional engineer in the state of California.
Winn serves on the Management Council and board of directors of the San Diego Regional Chamber of Commerce. Winn also serves on the board of directors of the Western Energy Institute and the board of advisors for the UC Davis Energy Efficiency Center.Undo
In his role as Director of Curriculum Development, Eric leads the WEI Operations Conference and the Executive Planning Committee. He also leads the Electric and Gas Utility Fundamentals + Insights skills development programs, and is one of WEI’s instructors for the electric course. He also supports the organization and his teammates as the Director of Analytics.
He 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 worked in internet marketing and as the Manager of Strategy and Analysis at a local finance company.
Eric earned his Bachelors in Mathematics and Economics from the University of Oregon. He volunteers his time on the Oregon Society of Association Management and as an Executive Committee Member of the Greater Portland Soccer District.
Alex Kim has 30 years of energy industry experience and is currently the director of Customer Programs for San Diego Gas & Electric. He is responsible for overseeing SDG&E’s energy programs for customers and business customer support. His experience includes: customer care, strategic planning for new utility services, technology development, and leading SDG&E’s award winning sustainability and electric vehicle programs and innovative projects.
He currently serves on the board of directors for the San Diego County YMCA, a graduate from California Polytechnic State University Pomona with a BS degree in mechanical engineering and is a Certified Energy Manager and LEED Accredited Professional.
Andrew Kendall is LADWP’s Senior Assistant General Manager of Power System – Construction, Maintenance, and Operations. In his role as Senior Assistant General Manager, Mr. Kendall reports directly to the General Manager and the Chief Operating Officer and has oversight of Power Transmission and Distribution, Power Construction and Maintenance, Power Supply Operations, and the Power System Safety and Training Group.
Kim Wagie serves as director of Digital Transformation & Continuous Improvement at Arizona Public Service (APS), Arizona’s largest and longest-serving electric utility. She began her current role in January 2016 focusing on data management & advanced analytics. Her role has recently expanded to include Robotic Processing Automation, Continuous Improvement and governance of APS’ Corrective Action Program. In this role at APS, Kim is focused on establishing an enterprise-wide information management discipline and organization, centering on data management and governance, advanced analytics, and automation. Kim began her APS career in 2013 as Director of IT Applications. She moved from IT into Operations where she assumed the role of Chief of Staff for Fossil Generation to gain operational knowledge of power generation.
Lance Elroy is the Director of Process Improvement and Operations Technology for MDU Utilities Group. His 23+ years of experience includes leadership and management roles in corporate operations, consulting, marketing, industrial services, district management and utility technology. Lance has an MBA from Idaho State University and BA in Business from the College of Idaho.