Talent Management (Apr 05-06)

Energy companies face core challenges to recruit, retain, develop and train their workforce. With changing demographics and a need to identify and develop talent from within, successful organizations are careful to invest in proven development programs for individual contributors and managers. This forum brings together employee development and training experts to share case studies and proven best practices.

General Details

  • Program Chair(s)
  • Janna Sondenaa, Portland General Electric

    • Program Location
    • Western Energy Institute Facilities
    • Day 1:Clackamas Community College29353 SW Town Center Loop EastWilsonville, OR 97070Day 2:Western Energy Institute1001 SW 5th Ave, Suite 325Portland, OR 97204
    • Who Should Attend
    • Leaders responsible for organizational development plans, corporate training initiatives and learning programs benefit from this forum, which includes a balance of presentations and roundtable discussion.

  • Registration Options
  • Member: $399 USD
    Registration includes access to all Talent Management agenda items, a networking dinner Wednesday night, catered breakfast, lunch and light snacks at the meeting, and all meeting 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 Kara Wolfe, Program Manager at (503) 688-2794.


Wednesday, April 5, 2017

12:00 PM - 1:00 PM

Registration + Networking

Arrive early to Clackamas Community College to network with other attendees. Light refreshments provided.

1:00 PM - 2:00 PM

Welcome + Introductions
Facilitator(s): Janna Sondenaa, Talent Development Manager, Portland General Electric
Speaker(s): Anne Mersereau, VP, Human Resources, Diversity & Inclusion, Portland General Electric

Portland General Electric will welcome us followed by attendee introductions. Come prepared to share a recent win or current challenge.

2:00 PM - 2:15 PM

Networking Break

We will break for 15 minutes.

2:15 PM - 3:15 PM

Strategic Planning: Models and Tools
Speaker(s): Caroline McNeely, Manager, Development and Performance Improvement, Idaho Power Company

This session will include a high-level review of several different strategic planning models and when each is most appropriate. A number of commonly used tools will be discussed and examples/instructions for using the tools will be provided as a take-away. Participants will have an opportunity to share any other models and tools they have used in their respective organizations. 

3:15 PM - 3:30 PM

Networking Break

We will break for 15 minutes.

3:30 PM - 4:30 PM

Employee Focused Onboarding: Going beyond the first day!
Speaker(s): Josh Schwartz, Manager of Learning and Development, Salt River Project

The purpose of this discussion is to explain the importance of onboarding, where onboarding fits within the Human Resources framework, how Human Resources managers can help proactively manage onboarding for their new employees and, finally, how the new employee can be involved in their own onboarding process. 

4:30 PM - 5:00 PM

Wilsonville Training Center Tour

Portland General Electric will showcase its training center and detail how partnering with a local community college created enhanced educational opportunities for their team.

6:30 PM - 9:00 PM

Networking Dinner

Join for a hosted dinner at Raven & Rose. Raven & Rose is located just steps from the hotel in Portland's historic Ladd Carriage House and offers locally-sourced comfort food inspired by the British Isles.

Raven & Rose
1331 SW Broadway
Portland, OR 97201

Thursday, April 6, 2017

8:00 AM - 8:30 AM

Networking Breakfast

Continental breakfast will be provided at Western Energy Institute.

8:30 AM - 9:00 AM

Facilitator(s): Janna Sondenaa, Talent Development Manager, Portland General Electric

We will wrap-up discussions from Day 1 before generating topics to discuss during our closing roundtable.

9:00 AM - 10:00 AM

Empowering Employees' Careers
Speaker(s): Krishna Khalsa, Manager, Corporate Learning & Development, Sacramento Municipal Utility District, Brenda Elitzin, Eric Grizzell, Sr. Learning & Development Specialist, Sacramento Municipal Utility District

How do we support and enable employees to navigate and develop their careers within the organization? How do we stay on top of the changing careers and competencies needed within the energy industry? This session will generate insights and ideas to help you develop and launch career initiatives that meet the needs of employees as well as your organization. SMUD will demo their career portfolio and share lessons learned before opening the floor for all to share with each other best practices in career development.

10:00 AM - 10:15 AM

Networking Break

We will break for 15 minutes.

10:15 AM - 11:30 AM

Current Challenges in Talent Management
Facilitator(s): Daisy Santos, Career Development Consultant, NW Natural

This small group breakout session will allow participants to share current challenges in Talent Management and explore tangible solutions.

11:30 AM - 12:00 PM

Facilitator(s): Janna Sondenaa, Talent Development Manager, Portland General Electric

We will wrap up discussion and share plans to incorporate key takeaways.

12:00 PM - 12:30 PM

Lunch + Fall Planning

Enjoy a catered lunch as we discuss plans for the fall forum.

Hotel + Travel

  • Reservation Instructions
  • Please contact the hotel directly at (800) 445-8667 to reserve your room, or complete your reservation online by clicking on the hotel name above. Use the discount code ‘WEI’ to receive a special rate of $195/night. This rate is guaranteed until March 5, 2017 or until the WEI room block is full.

Meet The Speakers

Caroline McNeely

Idaho Power Company

Manager, Development and Performance Improvement
Learn More

Caroline McNeely joined the Human Resources department at Idaho Power Company in 2007 and currently manages the Development and Performance Improvement and Skills Training functions. Caroline has over 20 years of experience in program management, strategic planning, leadership and team development, and performance management. Prior to joining Idaho Power, Caroline was a management consultant with Catalyst Consulting team in Santa Cruz, CA for 12 years. She joined McGraw-Hill Publishing in Monterey, CA in 2003 as a Program Manager and managed the Kentucky state achievement testing program before moving to Boise in 2006.

Caroline and her teams apply a range of disciplines – organizational analysis, process improvement, change management, training, and leadership development – to address obstacles that impact business results. Through this work, employees at Idaho Power develop the skills and abilities needed to improve their performance and enable the organization to achieve its business strategy.

Caroline holds a Bachelor of Arts degree in Psychology and a Master of Arts degree in Industrial/Organizational Psychology. Outside of work she enjoys cooking, cycling, and exploring the vast wilderness areas in Idaho.

Joshua Schwartz

Salt River Project

Manager of Learning and Development

Janna Sondenaa

Portland General Electric

Talent Development Manager

Daisy Santos

NW Natural

Career Development Consultant

Krishna Khalsa

Sacramento Municipal Utility District

Manager, Corporate Learning & Development
Learn More

Krishna Khalsa, Ed.D. has 25 years’ experience in designing and delivering workforce training programs and is an expert in assessment and adult learning. She is currently the Manager of Corporate Learning and Development at the Sacramento Municipal Utility District (SMUD). She also heads up the SMUD’s Corporate Learning Strategy project team that developed an organization-wide strategy to support workforce and employee development.

Previously, Krishna worked as Manager of Learning & Development for the City of Markham and as a Senior HR consultant for the City of Toronto. Krishna holds a doctorate degree in Psychology from the University of Toronto. Her past practice has been as a counseling and industrial-organizational psychologist. Krishna’s previous speaking engagements include ASTD International, ASTD Sacramento and Training magazine conferences. Krishna helped lead SMUD to become recognized as a Training Top 125 organization since 2009.

Anne Mersereau

Portland General Electric

VP, Human Resources, Diversity & Inclusion
Learn More

Anne Mersereau has more than 25 years of experience as a Human Resources professional in the utility, insurance and hospitality industry. She joined Oregon-based Portland General Electric (PGE) in 2009 and became vice president in 2016. During her eight years with PGE, Anne has been a leader in helping to enhance the company’s engagement, diversity and inclusion, employee services, labor relations, and recruitment and development efforts. Before joining PGE, Anne held leadership positions with such organizations as Hilton Hotels Corporation and Marsh USA. She earned a bachelor’s degree in Business Administration with an emphasis in management and human resources from Washington State University.

An active member of the community, Anne Mersereau is vice chair for Impact NW, a non-profit that works to combat poverty, the YWCA of greater Portland and Dress for Success.

Eric Grizzell

Sacramento Municipal Utility District

Sr. Learning & Development Specialist