Fleet Management (Feb 17-18)

This program provides fleet leadership professionals an opportunity to discuss best practices, and share new processes and technologies. Participants work collaboratively to select topics that are relevant to all organizations with vehicle and equipment fleets. Addressed are strategic questions surrounding staff management, alternative fuel technology, vehicle replacement policy, the role of fleet within an organization, and tactical solutions for managing ever-changing fleet operations and administrative functions.

General Details

Program Chair
Casey Fallon, Sacramento Municipal Utility District

Program Location
Embassy Suites Riverfront Promenade
100 Capitol Mall
Sacramento, CA 95814

Who Should Attend

  • Fleet managers
  • Fleet directors
  • Fleet administration supervisors
  • Fuel maintenance supervisors
  • All fleet professionals responsible for cost-effective fleet functions

Image provided by Sacramento Municipal Utility District.

Registration Options
Member: $299
Regular $399

Registration fees increase $100 after January 26, 2016. Registration includes admittance to all sessions, meals and optional networking dinner. Guest passes are available for $100 and include the networking dinner.

Contact Anna Sanger Reed for information about the program development team and content updates at 503.688.2795.

Meeting venue made possible by our sponsor:


Wednesday, February 17

10:00 AM – 11:00 AM
Optional Garage Tour at Sacramento Municipal Utility District
Join SMUD staff early for a walking tour of their LEED platinum operations center completed in 2013.  The tour will include a brief walkthrough of the main administration building with a bird’s eye view of the operations yard followed by a casual tour of the fleet operations building.  The fleet operations garage is a full service operation including paint/body shop, weld shop, service bays for light and heavy duty equipment, parts room, and is the central service location for the utility fleet of 1,000 assets.

12:30 PM- 1:00 PM 
Doors Open + Registration Check In

1:00 PM – 1:30 PM
Welcome to Sacramento: Sacramento Municipal Utility District
Speaker: Casey Fallon, Director, Procurement, Warehouse & Fleet, Sacramento Municipal Utility District
A welcome from our program chair and overview of the history of Sacramento Municipal Utility District. Hear about current projects and initiatives for fleet operations.

1:30 PM – 2:30 PM
Group Introductions: Projects and Goals
Facilitator: Casey Fallon, Director, Procurement, Warehouse & Fleet, Sacramento Municipal Utility District
Get to know your peers with our opening roundtable. Hear about projects and challenges faced by utility fleet professionals from across the West.

2:30 PM – 2:40 PM

2:40 PM – 3:40 PM
Driver Safety Policy
Speaker: Matthew Roy, Manager, Fleet Administration, Pacific Gas & Electric Company
Safety is a top priority for all utilities. What is your company doing to keep employees safe on the job and on the road? Matthew Roy will share lessons learned from safety initiatives at Pacific Gas & Electric Company including no cell phone use policy, fleet safety rewards and recognition program, and use of telematics to reinforce positive driving behavior. There will be ample time for discussion of challenges and successes in managing driver safety at other utilities.

3:40 PM – 5:00 PM
Garage Safety
Speakers: Casey Fallon, Director, Procurement, Warehouse & Fleet, Sacramento Municipal Utility District
Scott Tavares, Fleet Maintenance Supervisor, Sacramento Municipal Utility District
Brad Farren, Fleet Operations Supervisor, Sacramento Municipal Utility District
Casey Fallon will present a case study of a garage fire at Sacramento Municipal Utility District. Hear about lessons learned through the initial and long term response to the fire. The presentation will be followed by a discussion of best practices surrounding garage operations including safety culture and how that applies to fleet employees, tools for an effective safety program, job hazard analysis, and mechanic safety + training.

6:00 PM – 8:00 PM
WEI Hosted Networking Dinner
1022 2nd Street
Sacramento, CA 95814

Thursday, February 18

7:00 AM – 8:00 AM
Breakfast at Embassy Suites

8:00 AM – 8:30 AM
When Custom Becomes the New Standard – Challenges with Fleet Standardization
Speakers: Mike Theisen, Sales, Configurator Manager, Terex Utilities
Rory Lindner, Sales, Customer Service, Terex Utilities
Fleet standardization is a popular topic because of the benefits to managing costs and time. We continue the conversation started at our Fall Fleet Management meeting with a deeper dive to current options and best practices for standardizing fleet products including the following:

  • Benefits of standardization
  • Lessons learned from manufacturing side of the business
  • How to meet custom requirements with standard building components

8:30 AM – 9:30 AM
Calculating Asset Life-Cycles
Speaker: Marc Knight, AssetWorks
Economically managing the life-cycle of mechanical assets is an important objective to any organization that owns assets. Knowing when to replace an asset at the optimal point in its life-cycle and effectively managing the procurement and disposal process can help an organization get the most out of its assets for the least total cost.

9:30 AM – 9:45 AM

9:45 AM – 11:00 AM
Electric Vehicles and other Environmental Initiatives
Speakers: Matthew Roy, Manager, Fleet Administration, Pacific Gas & Electric Company
Casey Fallon, Director, Procurement, Warehouse & Fleet, Sacramento Municipal Utility District
Mark Baer, Green Fleet Manager, Altec
Dale Sevy, Director, Fleet Services, Questar Gas
Gary Lentsch, Fleet Manager, Eugene Water & Electric Board
Nick Monroy, Account Manager, Golden Gate Petroleum
What powers the fleet of the future? Hear from a panel of fleet management professionals who have implemented environmental initiatives including electric vehicles, CNG and renewable diesel. As utilities respond to growing demand for sustainable and green technology, equip yourself with knowledge of what’s working best for utilities to improve operations while minimizing fleet impacts on the environment.

11:00 AM – 11:15 AM

11:15 AM – 12:15 PM
Open Roundtable Discussion
Facilitator: Casey Fallon, Director, Procurement, Warehouse & Fleet, Sacramento Municipal Utility District
Ask any remaining questions that were not yet discussed and benefit from the wealth of knowledge and experience of the group.

12:15 PM – 1:00 PM
Networking Lunch, Meeting Wrap up and Planning for Future
Lunch sponsored by:

1:00 PM
Meeting Adjourns

Hotel + Travel

Embassy Suites Riverfront Promenade
100 Capitol Mall
Sacramento, CA 95814
Phone: 916.326.5000

Make your reservations online or contact the hotel directly at 916.326.5000. Identify yourself as being with group code WEI Fleet Management to receive a special rate starting at $195 plus state and local taxes. This rate is guaranteed to January 26, 2016 or until the WEI room block is full.

Meet The Speakers

Casey Fallon

Sacramento Municipal Utility District

Director, Procurement, Warehouse & Fleet

Matthew Roy

Pacific Gas and Electric Company

Manager, Fleet Administration

Marc Knight


Dale Sevy

Questar Gas

Director, Fleet Services

Gary Lentsch

Eugene Water & Electric Board

Fleet Manager

Scott Tavares

Sacramento Municipal Utility District

Fleet Maintenance Supervisor

Brad Farren

Sacramento Municipal Utility District

Fleet Operations Supervisor

Mark Baer


Green Fleet Manager

Nick Monroy

Golden Gate Petroleum

Account Manager

Mike Theisen

Terex Utilities

Sales, Configurator Manager

Rory Lindner

Terex Utilities

Sales, Customer Service