Supply Chain Strategies (May 17-18)

Focusing on the role of utility supply chain leadership, this forum provides an exclusive environment for strategic thinkers and policy-makers to discuss comprehensive supply chain management responsibilities. Topics include category management, vendor and contract management, use of technology, and organizational structures and workforce management. Supply chains are increasingly complex and challenging to manage, yet are essential for maintaining compliance, incident preparedness and major project timelines.

General Details

  • Program Location
  • Western Energy Institute Facilities
  • 1001 SW 5th Ave, Suite 325
    Portland, Oregon 97204
  • Who Should Attend
  • •    Participants of this executive forum should have comprehensive supply chain management responsibilities, and be leaders who deal with primarily strategic issues.
    •   Typically, CPOs, CSCOs, vice presidents and directors with strategic and policy oversight of the supply chain function.

  • Registration Options
  • Member: $399 USD

    Registration price includes networking dinner, comprehensive meeting materials and breakfast. 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.

  • 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, May 17, 2017

12:30 PM - 1:00 PM


Lunch is on your own

1:00 PM - 1:30 PM

Welcome and Introductions

1:30 PM - 3:00 PM

Opening Roundtable: Organizational Structure
Facilitator(s): Daniel Kaluza, Director, Support Services, NorthWestern Energy

  • Where is supply chain located within your organization?
  • What org structures have you done previously, what are you doing currently?
  • What is the size/structure of procurement department?
    • Annual Spend
    • Staff
  • What is the scope and role of procurement within the organization?
    • What supply chain activities are included in your org?
    • Where is contracting – supply chain, legal or finance, or other?
    • How does procurement interact with other parts of the org? When do you bring in ops, safety, IT, etc?
  • How does org relate to category management?
    • What does it look like?
    • What are the benefits?

3:00 PM - 3:30 PM


3:30 PM - 5:00 PM

Roundtable on IT Purchasing
Facilitator(s): Ted Smart, Supply Chain Manager, NW Natural

  • Developing a Matrix for Legal Review
    • NW Natural to share their matrix
  • How to strengthen IT-Procurement relationship?
  • Software, hardware, consulting services – Terms and conditions
    • What challenges are you facing?
    • Do others have standards? How are you handling exceptions?
    • What are the Background check/Drug and alcohol test requirements for IT consultants/contractors?
  • What systems are you implementing or recently implemented related to supply chain?
  • What types of benefit targets have you established or achieved? What’s the ROI?

5:30 PM - 8:00 PM

Hosted Networking Dinner

Southpark Seafood
901 SW Salmon St
Portland, OR 97205

Thursday, May 18, 2017

7:30 AM - 8:00 AM


8:00 AM - 9:30 AM

What KPIs, metrics or benchmarks are you using in your purchasing organizations?
Facilitator(s): Robert Buschow, Manager, Corporate Purchasing & Inventory Management, Southwest Gas Corporation, Steve Francois, Director Materials Purchasing, Salt River Project

SW Gas will give a demonstration to show the Oracle dashboard they are using for KPIs. SRP will show how they utilitize SAP and Sharepoint for their reporting. A roundtable discussion will follow to explore:

  • What’s being reported and how is it being used?
  • What level of resource is required to produce metrics on a regular basis?

9:30 AM - 10:00 AM


10:00 AM - 11:00 AM

Roundtable on Project Management Office (PMO)
Facilitator(s): Daniel Kaluza, Director, Support Services, NorthWestern Energy

  • Where is the PMO located within the organization?
  • What are the benefits/successes?
  • Are there any pitfalls to avoid?
  • What role does it have in procurement?
  • Are they involved with RFP or contract negotiation?

11:00 AM - 11:30 AM

Closing Roundtable

Open roundtable to address any outstanding items or questions that arise throughout the agenda.

11:30 AM - 12:00 PM

Review and Future Planning

12:00 PM - 12:00 PM

Meeting Adjourns

Hotel + Travel

  • Reservation Instructions
  • Please contact the hotel directly at (800) 774-1500 to reserve your room. Identify yourself as being with Western Energy Institute to receive a special rate of $189/night. This rate is guaranteed until April 16, 2017 or until the WEI room block is full.

Meet The Speakers

Daniel Kaluza

NorthWestern Energy

Director, Support Services

Steve Francois

Salt River Project

Director Materials Purchasing

Robert Buschow

Southwest Gas Corporation

Manager, Corporate Purchasing & Inventory Management

Ted Smart

NW Natural

Supply Chain Manager