Procurement Management (Sep 19-21)

Successful supply chain management relies on a well-developed infrastructure, appropriate tactical resources, and thorough analysis. This process is multi-faceted and involves solid relationships within the utility, as well as strategic relationships with vendors to mitigate risk to the overall supply chain. This forum offers an opportunity for supply chain procurement managers and specialists to come together with their industry partners and suppliers for roundtable discussions and expert presentations. Topics include KPIs, supplier relationship management, sustainability, and best practices in purchasing and contracting. CEHs are offered for CPSMs through the Institute for Supply Management.

General Details

  • Program Chair(s)
  • Katie Trosen, Category Manager, Portland General Electric

    • Program Location
    • Hilton Portland Downtown
    • 921 SW 6th Ave
      Portland, OR 97204
    • Who Should Attend
      • Procurement managers
      • Buyers
      • Sourcing managers
      • Purchasing Managers
      • Contract administrators/agents
      • Supply chain managers
      • Supply chain analysts
      • Materials managers
      • Inventory and salvage managers
      • Suppliers and service companies
  • Registration Options
  • Member: $649 USD
    Regular: $1199 USD

    Registration prices increase $100 after August 22, 2018. Registration includes meeting materials, networking reception, Thursday dinner, all food events, and refreshments throughout the program. Guest tickets are available for $150 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
  • Due to contractual obligations, cancellations received 15 business days prior to the program will receive a full refund. Cancellations received 6 to 14 business days prior to the event will receive a refund, less a $100 administrative fee. No shows and last minute cancellations, 5 business days prior to the event or less, will be responsible for the full registration fee. Substitutions from your organization for the same event are always welcome.
  • 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 Christopher Lee, Senior Program Manager at (971) 255-4967.


Wednesday, September 19, 2018

1:30 PM - 2:30 PM


2:30 PM - 3:00 PM

Welcome from Portland General Electric
Speaker(s): Jim Lobdell, CFO, VP Finance, Portland General Electric

Portland General Electric serves a population of 1.9 million over a 4,000 square mile service territory. The company has over 2,700 employees and serves 51 cities in the metro area.

3:00 PM - 5:00 PM

Introductions + Roundtable Discussion on Current Issues
Facilitator(s): Katie Trosen, Category Manager, Portland General Electric

Ever wonder if there are others in the industry facing the same challenges you are or if they have already found answers to those challenges? This session allows an opportunity to “break the ice” with other procurement professionals in the utility industry and explore these challenges. Come prepared to share your current procurement challenges as well as what your company is doing well. It’s a great way to find out what everyone hopes to get out of the conference and identify who may have similar challenges that you can further discuss during the networking time.

5:00 PM - 6:30 PM

Welcome Reception

Enjoy views of Portland from the 23rd Floor of the Hilton while having the chance to continue discussions from earlier in the day or catch up with new and old contacts. Dinner is on your own.

Thursday, September 20, 2018

7:00 AM - 8:00 AM


8:00 AM - 9:45 AM

Category Management Case Study + Roundtable
Speaker(s): Doug Lazar, Supply Chain Manager, Portland General Electric

Portland General Electric will give an overview of how they have implemented category management and highlight what has worked for them as well as some things to avoid. Following PGE’s presentation there will be a roundtable for utilities to give an update on their category management programs and share any new insights from the last 12-18 months.

9:45 AM - 10:15 AM


10:15 AM - 11:45 AM

Sourcing Applications + Tools
Speaker(s): Sherard Rego, Manager, Supply Chain Management, ENMAX Corporation

  • E-sourcing, how are you using for services and contracting?
    • E-sourcing: automation or applications used in sourcing.
    • Differences between systems, tools or providers used.
  • There will be a survey sent before the meeting to collect information for this session.

11:45 AM - 1:15 PM

Lunch + Optional Presentation with Roundtable
Facilitator(s): Katie Trosen, Category Manager, Portland General Electric
Speaker(s): Pervez Agwan, Energy Business Manager, PowerAdvocate

Lunch is provided for all attendees. There will be an optional presentation and roundtable discussion offered during this time for those that want to participate. Presentation will begin at approximately 12:00pm.

Roundtable topic: How will new tariffs and trade agreements affect the energy industry?

  • Will it impact more than just prices? Will product availability or lead times change?
  • How will this change public vs. private procurement more?

1:15 PM - 2:15 PM

Roundtable on IT Infrastructure + Security for Cloud + SaaS Procurement
Facilitator(s): David Daer, Manager, Strategic Sourcing, Salt River Project

  • Increasing requests for Cloud and SaaS products.
  • How are we approaching in RFPs/RFIs?
  • How do we get the level of service we need?
  • Procurement for Cloud and Saas are vastly different than hardware and software.

2:15 PM - 3:15 PM

Cybersecurity + the Supply Chain
Facilitator(s): Brian Gatus, Director, Indirect Procurement, Southern California Edison
Speaker(s): Evan Tegethoff, Director, Sales Engineering and Consulting, BitSight

  • NERC CIP 13 – What do we need to do for the new standard?
  • Information security in the supply chain.
  • How are you vetting suppliers for their cybersecurity?

3:15 PM - 3:45 PM


3:45 PM - 5:00 PM

What’s Causing Long Lead Times?
Facilitator(s): Rachel Kirkendall, Manager, Southwest Gas Corporation, Bob Buschow, Manager, Corporate Purchasing & Inventory Management, Southwest Gas Corporation
Speaker(s): Jake Naylor, VP, Continental Industries

  • What’s driving shortages? Is it compliance, regulatory, supplier consolidation, competition?
  • What are strategies for managing long lead times? How are you mitigating? Vendor relations or other strategies?
  • Can standardizing products help?
  • Presentation followed by a roundtable discussion

6:00 PM - 8:30 PM

WEI Hosted Networking Dinner

Join us at Punchbowl Social for food, drinks and games. We'll have bowling, ping pong, darts, cornhole and arcade games!

340 SW Morrison St
Third Floor

Friday, September 21, 2018

7:00 AM - 8:00 AM


8:00 AM - 8:45 AM

PGE Implementation of Supplier Qualification
Speaker(s): Doug Lazar, Supply Chain Manager, Portland General Electric

Portland General Electric will give an overview of its recent implementation of Supplier Qualification and highlight how they are using it to help manage suppliers. The presentatio will be followed by a roundtable on KPI's and Supplier Performance.

8:45 AM - 9:45 AM

Focused Roundtable
Facilitator(s): Chris Humm, Category Manager, Pacific Gas and Electric Company

Supplier performance management, score carding and KPI’s

  • Differences in Goods vs. Services?
  • Methods of collecting score carding information.
  • How are you collecting?
    • What is your collection process?
    • Do you have a hard time collecting data?
    • Is it on time?
  • How are you analyzing and how are you using?
    • Excel or something more?

9:45 AM - 10:00 AM


10:00 AM - 11:00 AM

Closing Roundtable + Wrap Up

This roundtable will be an opportunity to follow up on topics needing further discussion or address issues that have not yet been covered.

11:00 AM - 11:00 AM

Meeting Adjourns

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. If you choose to book online, use the discount code ‘WEI’ to receive a special rate of $219 USD/night. This rate is guaranteed until August 22, 2018 or until the WEI room block is full.

Meet The Speakers

Sherard Rego

ENMAX Corporation

Manager, Supply Chain Management

Bob Buschow

Southwest Gas Corporation

Manager, Corporate Purchasing & Inventory Management

Rachel Kirkendall

Southwest Gas Corporation


Daniel Naylor

Continental Industries


David Daer

Salt River Project

Manager, Strategic Sourcing

Brian Gatus

Southern California Edison

Director, Indirect Procurement

Doug Lazar

Portland General Electric

Supply Chain Manager

Jim Lobdell

Portland General Electric

CFO, VP Finance

Katie Trosen

Portland General Electric

Category Manager

Pervez Agwan


Energy Business Manager

Evan Tegethoff


Director, Sales Engineering and Consulting

Chris Humm

Pacific Gas and Electric Company

Category Manager