Strategic Planning (Dec 06-07)

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.

General Details

  • Program Chair(s)
  • Sienna Rogers, Director, Corporate Strategy, Pacific Gas and Electric Company

    • Program Location
    • Pacific Gas and Electric Company
    • 77 Beale Street
      San Francisco, CA 94105
    • Who Should Attend
    • Directors and Sr. Managers responsible for Strategic Planning.

  • Registration Options
  • 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.

  • 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.


Thursday, December 6, 2018

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

  • How do we integrate individual department/team plans? i.e. Operations, Sustainability, IRP
  • How do we align timelines and coordinate between different groups?
  • How do we stay focused when fires emerge?
  • How do we measure progress to share with stakeholders?

6:00 PM - 8:30 PM

WEI Hosted Networking Dinner

28 Fremont Street
San Francisco, CA

Friday, December 7, 2018

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

Scenario Planning
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

Hotel + Travel

  • Hyatt Regency San Francisco
  • Five Embarcadero Center
  • San Francisco, California 94111
  • Phone: 415-788-1234
  • Reservation Instructions
  • 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.

Meet The Speakers

Tom Cooper

Salt River Project

Director, Strategic Planning, Economic Development and Research Archives

Leigh Barreca

Seattle City Light

Strategic Planning Program Manager

Roy Kuga

Pacific Gas and Electric Company

Vice President, Grid Integration and Innovation

Chris Benjamin

Pacific Gas and Electric Company

Director, Corporate Sustainability