Key Accounts – Virtual (May 05)

Utilities proactively partner with industrial, commercial and other large customers to better understand their needs, anticipate load, improve services, maintain competitive edge and stabilize the grid in their service territory. Join key accounts directors and managers to share best practices, and develop creative solutions to current challenges. The meeting format features a keynote from the host utility and ample time dedicated to roundtable conversation for members to share information and effective strategies for managing key accounts. Breakout sessions are utilized to provide more focused and relevant conversation as needed. Overall program content covers a wide range of topics, including: alternative energy; customer communication and education; organizational approaches and metrics for managing KA departments; new customer programs and business development.

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General Details

  • Program Chair(s)
  • Andrew Lightfoot, Major Accounts Executive, Puget Sound Energy and Jason Sanders, Manager, Business Services, Puget Sound Energy

    • 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
      • Directors and Senior Managers of Key Account teams
      • Senior Account Managers
      • Major Accounts or Major Customer Representatives
      • Energy Solutions/Strategic Energy Partners or Advisors
      • Commercial or Industrial Account Services
      • Key Account Representatives
  • Registration Options
  • Member: $199 USD

    Registration includes online access and all digital meeting 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 Christopher Lee, Senior Program Manager at (971) 255-4967.


All session times are listed in Pacific time.

Wednesday, May 5, 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 - 10:00 AM

Welcome + Keynote: Clean Energy Transformation

Puget Sound Energy will share its plans for the Clean Energy Transformation.

10:00 AM - 10:15 AM


10:15 AM - 11:00 AM

Introductions + Current Challenges/Opportunities

Attendees will introduce themselves. Attendees are encouraged to have their camera on and share their name, company overview, general role within the organization, a recent win or current challenge, one topic you want to discuss today.

11:00 AM - 11:45 AM

A Day in the Life of a Key Account Manager

The Key Account role has changed significantly over the last year. Presenting utilities will give a brief overview of how they are approaching the job as we emerge from the COVID-19 pandemic. How are they engaging customers remotely? What strategies will they use to maintain and build customer relationships moving forward in a more virtual world?

There will be some time reserved for additional sharing and open discussion at the end.

11:45 AM - 12:45 PM


12:45 PM - 1:30 PM

Current Issues - Gas Roundtable

Gas Utilities will discuss and share current issues for their company such as:
•Gas bans, climate action plans, carbon
•Renewable Gas (tariffs)

1:30 PM - 1:45 PM


1:45 PM - 2:30 PM

Current Issues - Electric Roundtable

Electric Utilities will discuss and share current issues for their company such as:
•Renewable resources
•EV and Electric Transportation

2:30 PM - 3:15 PM

Open Roundtable + Hot Topics

This is an open roundtable for additional questions or hot topics not addressed previously. Please bring additional questions or topics that you would like to suggest.

3:15 PM - 3:30 PM

Wrap Up + Future Planning

We will discuss the agenda for the next Key Accounts Forum.