WEI's Strategic Planning program provides a forum for members responsible for their companies strategic plan to come together to discuss opportunities and threats, alternate business models, and tools and techniques for getting leadership to engage in strategic issues. This semiannual forum provides a collaborative space for members to share best practices and current issues and to gain an enhanced perspective of strategic issues around the region.
Directors and Sr. Managers responsible for Strategic Planning.
Member: $349 USD
Registration price increases $50 after November 14, 2018. Registration includes meeting materials, hosted dinner on Thursday, breakfast and lunch on Friday, and refreshments throughout the program. Guest tickets are available for $100 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.
12:30 PM - 1:00 PM
Lunch is on your own
1:00 PM - 1:30 PM
Welcome to Pacific Gas and Electric Company
Speaker(s): Roy Kuga, Vice President, Grid Integration and Innovation, Pacific Gas and Electric Company
1:30 PM - 2:30 PM
Introductions + Opening Roundtable on Current Issues/Challenges
This will be an extended introduction and open roundtable so each utility can share the top strategic issues and challenges at their company.
2:30 PM - 2:45 PM
2:45 PM - 3:30 PM
Strategic Planning Successes
Speaker(s): Leigh Barreca, Strategic Planning Program Manager, Seattle City Light
Seattle City Light has a new strategic plan for 2019-2024 that was adopted on June 9 by the Seattle city council. It culminated a multi-year planning process which included significant changes from 2013-2018 plan. They will share lessons learned and challenges getting the new plan adopted as well as reporting on the previous plan.
3:30 PM - 5:00 PM
Strategic Governance, Reporting, Monitoring and Metrics Development
This session is intended for sharing at a high level the framework to decide on strategy at each utility.
Key Discussion Points
6:00 PM - 8:30 PM
WEI Hosted Networking Dinner
28 Fremont Street
San Francisco, CA
7:30 AM - 8:00 AM
8:00 AM - 9:30 AM
Sustainability Strategies and ESG Criteria
Speaker(s): Chris Benjamin, Director, Corporate Sustainability, Pacific Gas and Electric Company
PG&E has started to develop a report on its Vulnerability to Climate Change. This session will start with a presentation on the report then open to a roundtable on how members are responding to the increase in stakeholder interest in sustainability reporting and transparency of ESG criteria from investors.
9:30 AM - 10:00 AM
10:00 AM - 11:30 AM
Speaker(s): Thomas Cooper, Director, Strategic Planning, Economic Development and Research Archives, Salt River Project
Salt River Project will share a year-long scenario planning exercise it conducted with over 100 experts from within and outside the company to answer “What is the future of electricity in 2040?” The result of the process was the creation of four divergent, plausible, challenging, and relevant views of the future
After the presentation there will be a discussion on scenario planning at other utilities.
11:30 AM - 1:00 PM
Lunch + Wrap Up
Please contact the hotel directly at (888) 421-1442 to reserve your room. Identify yourself as being with Western Energy Institute to receive a special rate of $298 USD/night. This rate is guaranteed until November 14, 2018 or until the WEI room block is full.