May

11-12

Executive Planning Committee – Virtual (May 11-12)

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.

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General Details

  • Program Chair(s)
  • Aidan McSheffrey, Chief Financial Executive & Associate General Manager, Salt River Project

    • Program Location
    • Virtual Event
    • No travel required. All agenda times are in Pacific time. Instructions to access the virtual event will be provided to the attendee before the program.
    • Who Should Attend
      • Members of the Executive Planning Committee or their assignees
      • WEI Board Committee members
      • Special invitations
  • Registration Options
  • The Executive Planning Committee is an invitation-only event. Registration includes virtual access to all agenda items and digital program materials.

  • General Cancellation Policy
  • To best serve WEI members and program participants during the COVID-19 pandemic, WEI will be waiving its standard cancellation policy for this virtual program. Registrants can receive a full refund should they need to cancel their registration up to the day before the program begins.
  • 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

All session times are listed in Pacific time.

Tuesday, May 11, 2021

12:00 PM - 1:00 PM

Virtual Help Desk + Technology Check

The room will open early with optional time for participants to get familiar with the virtual platform, test their audio and webcam, or ask questions about the agenda before we begin.

1:00 PM - 1:15 PM

Welcome to the Executive Planning Committee Meeting
Speaker(s): Kevin Sullivan, Chief Operating Officer, Western Energy Institute, Anna Sanger Reed, Executive Director of Programs, Western Energy Institute, Eric Christenson, Director of Program Curriculum + Analytics, Western Energy Institute

WEI leadership welcomes the 2021 Executive Planning Committee and outlines the goals for the meeting.

1:15 PM - 1:45 PM

Reveal of WEI's 2022 Annual Theme
Speaker(s): Aidan McSheffrey, Chief Financial Executive & Associate General Manager, Salt River Project

The 2022 WEI Annual Theme will be provided by our incoming Chair of the Board of Directors. Committee members will engage in the discussion on what the theme means for the industry and WEI and will use the theme to influence the planning throughout the meeting.

1:45 PM - 2:00 PM

Break

Committees break out into each for the four areas, Customer Connections, Corporate Services, Gas Operations, and Electric Operations.

2:00 PM - 2:15 PM

Board Committee Chair Updates
Speaker(s): Scott Madison, EVP, Business Development & Gas Supply, MDU Utilities Group, DaVonna Johnson, Chief People & Culture Officer, Seattle City Light, Erik Takayesu, Vice President, Transmission, Substations and Operations, Southern California Edison, Gillian Wright, SVP and Chief Customer Officer, Southern California Gas Company

The Ops and CCS Committee Leadership meet separately to:
* Discuss how these Programs the best value and experience for Members
* Identify any key changes to overall structure of conference
* General session ideas and recommendations for keynote speakers
* Finalize Tracks for the Operations Conference and Customer + Corporate Symposium

2:15 PM - 4:00 PM

EPC Roundtables - Committee Breakout Sessions
Facilitator(s): Michelle Carman, Director, Customer Service, FortisBC, Joe Karney, Sr. Director of Engineering, NW Natural, Lora Anguay, Director, Distribution Operations & Maintenance, Sacramento Municipal Utility District, Diane Perry, Senior Manager Operations Systems, Puget Sound Energy

During this session, each of the four functional areas (Customer, Corporate Services, Electric Ops, Gas Ops) break out in separate rooms 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. The top issues identified by this roundtable will springboard the EPC into the second day.

Wednesday, May 12, 2021

8:30 AM - 9:00 AM

Virtual Help Desk + Technology Check

The room will open early with optional time for participants to get familiar with the virtual platform, test their audio and webcam, or ask questions about the agenda before we begin.

9:00 AM - 9:45 AM

Fireside Chat - Common and Strategic Issues
Moderator(s): Aidan McSheffrey, Chief Financial Executive & Associate General Manager, Salt River Project

Aidan welcomes the Chair and Vice-Chair from the Operations Conference and the Co-Chairs from the Customer + Corporate Symposium to provide key learnings from the previous day as we seek to define common and strategic issues that cross over between the four Committees.

9:45 AM - 10:00 AM

Break

10:00 AM - 11:30 AM

Committee Breakout Sessions - Continued
Facilitator(s): Michelle Carman, Director, Customer Service, FortisBC, Joe Karney, Sr. Director of Engineering, NW Natural, Lora Anguay, Director, Distribution Operations & Maintenance, Sacramento Municipal Utility District, Diane Perry, Senior Manager Operations Systems, Puget Sound Energy

Building from the previous day, the groups 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.

11:30 AM - 12:00 PM

Customer + Corporate and Operations Conference Track Finalization

We bring the CCS leadership together in one Zoom room and the Ops leadership together in another room to review 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
– General session ideas and recommendations for keynote speakers
– Identify tracks with overlap

Meet The Speakers

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 + Analytics, Eric’s primary roles are leading the Executive Planning Committee and its Utility Fundamentals + Insights courses. He also supports the organization and his teammates as the Director of 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 the 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.

Kevin Sullivan

Western Energy Institute

Chief Operating Officer

Aidan McSheffrey

Salt River Project

Chief Financial Executive & Associate General Manager

Gillian Wright

Southern California Gas Company

SVP and Chief Customer Officer

Erik Takayesu

Southern California Edison

Vice President, Transmission, Substations and Operations

DaVonna Johnson

Seattle City Light

Chief People & Culture Officer

Scott Madison

MDU Utilities Group

EVP, Business Development & Gas Supply

Lora Anguay

Sacramento Municipal Utility District

Director, Distribution Operations & Maintenance

Joe Karney

NW Natural

Sr. Director of Engineering

Diane Perry

Puget Sound Energy

Senior Manager Operations Systems

Michelle Carman

FortisBC

Director, Customer Service