Key Accounts (Apr 12-13)

Utilities proactively partner with key accounts in their service territories to better understand customer needs, improve services and maintain competitive edge. Join key account directors and managers to share best practices, and develop creative solutions to current challenges. General session presentations from industry leaders include ample Q&A to offer insightful and relevant conversation, and concurrent breakout sessions for Key Account Team Directors/Managers and for Account Managers/Reps provide for a more intimate and focused conversation with peers. Overall program content covers a wide range of topics, including: alternative energy; customer appreciation and education; organizational approaches and metrics for managing KA departments; setting goals; business and economic development and succession planning.

General Details

Program Co-Chairs
Mike Anthony, Southern California Edison
Michael Williams, Southern California Edison

Program Location
Southern California Edison Energy Education Center
6090 N Irwindale Ave.
Irwindale, CA 91702

Who Should Attend
Directors and senior managers of key account teams
Senior key account managers
Key account reps

Registration Options
Member: $299

Registration fee includes networking dinner, meals and meeting materials.

For more information contact Meryl Collins at 971.255.4964.


Tuesday, April 12

1:00 PM – 1:30 PM
Welcome to SoCal Edison
Speaker: Marc Ulrich, VP of Customer Programs and Services, Southern California Edison

1:30 PM – 3:00 PM
Opening Roundtable
Review of pressing items and areas of focus within their Key Account group. As part of the registration process attendees will be asked to provide 2-3 pressing items and areas of focus within their Key Account group.

3:00 PM – 3:30 PM

3:30 PM – 5:00 PM
Presentation – CRM’s and Their Changing Applications
Speakers: “Lessons Learned” Presented by:
Christine Evans, Senior Manager of Business Integration and System Support, Southern California Edison
Jim Wooldridge, Senior Customer Service Analyst, Salt River Project
Utility Representatives from both Electric and Gas will present Lessons Learned, Key Findings, and current/future uses of CRM Systems related to Key Accounts.

6:00 PM – 8:00 PM
WEI Hosted Networking Dinner
The Derby
233 Huntington E. Drive
Arcadia, CA 91006

Wednesday, April 13

8:00 AM – 8:30 AM

8:30 AM – 9:30 AM
Breakout Roundtable
The group will be split for a more focused discussion. The group will split into 2 groups; Key Account Reps and Gas and Electric Utility Managers.

9:30 AM – 10:00 AM

10:00 AM – 11:15 AM
Hot Topics from Roundtable
Topics will be collected from day one and voted on by attendees to determine order. Questions will be addressed by attendees with best practices and solutions to the stated issue.

11:15 AM – 12:15 PM
Customer Panel
A group of SCE’s Large Industrial and Commercial Customers will present their perspectives on the utility industry, what their current and future needs are from their gas and electric utilities, and what defines high quality service from Account Management.   The customers will also be provided a list of questions from the WEI Key Accounts Group for comment. These two segments will be followed by a Q&A Session, and the customers will remain with the group during lunch for further discussions.

12:15 PM – 1:00 PM
Q&A with Customer Panel – Working Lunch
Lunch Provided

1:00 PM
Forum Adjourns

Hotel + Travel

Doubletree by Hilton Monrovia
924 W Huntington Drive
Monrovia, CA 91016
Phone: 1.877.361.5743

Make your room reservations or update an existing reservation online. Alternatively, you can call the hotel’s reservation department directly at 1.877.361.5743. Identify yourself as being with Western Energy Institute Key Accounts Forum to receive a special rate of $145 single/double plus state and local taxes. This rate is guaranteed to March 29, 2016 or until the WEI room block is full.

Group rate includes hot breakfast and basic wi-fi. Self-parking is complimentary. Valet Parking not available.

Meet The Speakers

Jim Wooldridge

Salt River Project

Senior Customer Service Analyst

Marc Ulrich

Southern California Edison

VP of Customer Programs and Services

Christine Evans

Southern California Edison

Senior Manager of Business Integration and System Support