Executive Planning Committee (May 12-13)

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.

Register Now

General Details

  • Program Chair(s)
  • Caroline Winn, Chief Operating Officer, San Diego Gas & Electric Company

    • Program Location
    • Hilton Portland Downtown
    • 921 SW 6th Ave
      Portland, OR 97204
    • Who Should Attend
      • Members of the Executive Planning Committee or their assignees
      • WEI Board Committee members
      • Special invitations
  • Registration Options
  • Member: $399 USD

    Registration prices increase $100 after April 17, 2020. Registration includes all materials and associated meals at the conference. Guest tickets are available for $100 and allow a personal guest (a spouse or partner who does not work in the energy industry) to accompany a registered attendee at the event. Guest registration includes all meals and receptions, and all program materials.

  • General Cancellation Policy
  • WEI will be waiving the standard cancellation policy for this program and other programs occurring in March, April, May, and June 2020. Registrants can receive a full refund of their fee if requested up to the day before the program occurs for increased flexibility due to the rapidly developing COVID-19 situation. This applies both to new and existing registrations. This also applies to any registration fees paid for virtual program formats.
  • 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 Eric Christenson, Director of Program Curriculum + Analytics at (971) 303-2118.


Tuesday, May 12, 2020

12:00 PM - 1:00 PM

Registration Open

12:00 PM - 12:45 PM

Service Company Committee Meeting

Open to all service company member attendees to discuss membership and ongoing committee business.

Location: Park Room

1:00 PM - 1:30 PM

Welcome to the Executive Planning Committee Meeting
Speaker(s): Kevin Sullivan, Chief Operating Officer, Western Energy Institute

WEI’s Chief Operating Officer, Kevin Sullivan, welcomes the 2020 Executive Planning Committee and outlines the goals for the meeting.  Kevin will provide statistics from the latest Customer + Corporate Symposium and Operations Conference, and the relationship of the EPC and the upcoming August planning meetings.

Location: Atrium Ballroom

1:30 PM - 2:30 PM

The Future of the Energy Industry

Our keynote speaker will provide perspectives on the future of the energy industry, and how customer and technological trends will impact utilities.

2:30 PM - 2:45 PM

Networking Break

2:45 PM - 5:00 PM

Breakouts for Executive Hot Topics
Facilitator(s): Alex Kim (Customer Connections), Director, Customer Care, San Diego Gas & Electric Company

During this session each of the four functional areas (Customer, Corporate, Electric and Gas Operations) break out in separate rooms to discuss strategic issues facing their organizations. 

EPC Members will exchange their own expertise to gain a deeper understanding of common opportunities and challenges.  Together, the top issues identified by this round table will spring board the EPC into the second day.

Electric Operations: Atrium Ballroom
Gas Operations: Park Room
Customer Connections: Broadway Rooms I and II
Corporate Services: Broadway Rooms III and IV

5:00 PM - 5:30 PM


Location: Skyline (23rd floor)

5:30 PM - 7:00 PM

Hosted Dinner

Location: Skyline (23rd floor)

Wednesday, May 13, 2020

7:00 AM - 8:00 AM


Location: Atrium Ballroom

8:00 AM - 9:00 AM

Reveal of WEI's 2021 Theme
Speaker(s): Caroline Winn, Chief Operating Officer, San Diego Gas & Electric Company

The 2021 WEI Annual Theme will be provided by WEI’s Chair-Elect.

9:00 AM - 9:15 AM

Networking Break

9:15 AM - 11:15 AM

Breakout Sessions Continued

Building from the previous day and the WEI Annual Theme, each Committee will recap their identified issues and opportunities and turn their attention to building recommended tracks for the two large conferences.  

Members will lay out topic suggestions for each track area and clearly articulate the specific target audiences. Finally, we will identify commitments for Program Development Team Members and Mentors to participate in the August Planning meeting.

Electric Operations: Atrium Ballroom
Gas Operations: Park Room
Customer Connections: Broadway Rooms I and II
Corporate Services: Broadway Rooms III and IV

11:15 AM - 11:30 AM

Networking Break

11:30 AM - 12:00 PM

Customer + Corporate 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 - 1:30 PM

Lunch and Report Outs

Hotel + Travel

  • Reservation Instructions
  • Please contact the hotel directly at (503) 553-7000 to reserve your room. Identify yourself as being with Western Energy Institute (WEI) and use the code “WEC” to receive a special rate of $225 USD/night. This rate is guaranteed until April 21, 2020 or until the WEI room block is full. Please note that the room block is located at The Duniway Hotel, which is located just across the street from the Hilton Downtown Portland where the meeting will be taking place. The two hotels are partners and either hotel can help you with your reservation.

Program Sponsors

Platinum Sponsors
Booz-01Burns + McDonnell-01Copperleaf-01HDR-01Henkels + McCoy-01Honeywell-01Itron-01-01KPMG-01Landis+Gyr-01   Potelco-01Rokstad-01-01SAP-01Sheffield-01

Meet The Speakers

Kevin Sullivan

Western Energy Institute

Chief Operating Officer

Caroline Winn

San Diego Gas & Electric Company

Chief Operating Officer
Learn More

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

Eric Christenson

Western Energy Institute

Director of Program Curriculum + Analytics
Learn More

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 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 for a debt buying and recovery firm.

Eric earned his BA in Mathematics and Economics from the University of Oregon. He volunteers his time as the President of the Oregon Society of Association Management and as Vice President of the Greater Portland Soccer District.

Alex Kim

San Diego Gas & Electric Company

Director, Customer Care