Western Utilities Financial Forum – Virtual (Aug 26)

The Western Utilities Financial Forum, formerly known as the NW Utilities Financial Forum, is a place for senior accounting and finance leaders from around western North America to gather and share best practices related to working in the energy industry. Our leaders play a pivotal role in the strategic direction and growth of their utilities and this forum provides a unique opportunity to come together in an exclusive peer to peer environment to address challenges and explore best practices in all issues related to accounting and financial management.

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General Details

  • Program Chair(s)
  • Matthew Marcelia, Director of Financial IT Projects & Tax, and Steve King, Controller & Principal Accounting Officer, Puget Sound Energy

    • Program Location
    • Virtual Event
    • No travel required. All agenda times are in Pacific time. Instructions to access the virtual event will be provided before the program.
    • Who Should Attend
      • Chief Financial Officers
      • Controllers
      • Senior leaders in accounting and finance
  • Registration Options
  • Virtual Forum Registration: $149 USD

    This ticket provides full access to the virtual Western Utilities Financial Forum agenda items and meeting materials.

  • General Cancellation Policy
  • To best serve WEI members and program participants during the COVID-19 pandemic, WEI will be waiving its standard cancellation policy for this program and all programs through December 2020. Registrants can now receive a full refund should they need to cancel their registration up to the day before the program begins. This applies to both new and existing registrations for virtual programs.
  • 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. Recording is not permitted for any portion of the event.
  • For more information contact Amy Nye, Program Manager at (503) 688-2794.


All session times are listed in Pacific time.

Wednesday, August 26, 2020

9:00 AM - 9:30 AM

Virtual Registration + Help Desk

The meeting room will open early for participants to log in and get familiar with the various features of the virtual platform. The welcome will start promptly at 9:30 AM.

9:30 AM - 9:45 AM

Welcome to the Western Utilities Financial Forum
Speaker(s): Matt Marcelia, Director of Financial IT Projects and Tax, Puget Sound Energy, Steve King, Controller & Principal Accounting Officer, Puget Sound Energy

The Program Chairs will welcome the group and provide an overview of the day's virtual agenda. 

9:45 AM - 11:00 AM

Breakout Sessions
Facilitator(s): Harvey Hall, Chief Financial Officer, Northern Wasco County PUD, Julie Desimone, Partner, National Practice Leader, Power & Utilities, Moss Adams LLP, Keith Simovic, Senior Manager, Moss Adams LLP

This time is designated for attendees to get to know their peers through introductions and facilitated roundtable discussion. Come prepared to discuss "top of mind" issues and challenges that you and your team are currently experiencing. There will be three sessions to choose from based on your interest:

  • Financial Reporting
  • Technical Accounting
  • Closing + Automation

11:00 AM - 11:15 AM


11:15 AM - 12:00 PM

GASB + FASB Breakout Sessions
Speaker(s): Jonathan Steinberg, Manager, PwC, David Haslip, Partner, Audit and Assurance, Deloitte & Touche LLP

Come hear the latest and greatest from the wide world of GASB and FASB. With the high volume of new standards enacted, delays of previously issued standards, and more projects on the horizon, financial reporting groups have never been more challenged. In these sessions, we'll break it down, share the latest insights, and make sure you hear what you need to know to be successful for this year and prepare for future standards.

Jonathan Steinberg, PwC, will lead the GASB Session, and David Haslip, Deloitte & Touche, will lead the FASB Session.

12:00 PM - 1:00 PM

Break for Lunch

1:00 PM - 2:00 PM

Chief Financial Officers Panel
Moderator(s): Julie Desimone, Partner, National Practice Leader, Power & Utilities, Moss Adams LLP
Panelist(s): Scott Jones, CFO, Snohomish County PUD, Aidan McSheffrey, Chief Financial Executive & Associate General Manager, Salt River Project, Michelle Manary, Executive VP and Chief Financial Officer, Bonneville Power Administration, Steve Keen, Senior Vice President and Chief Financial Officer, Idaho Power Company

A dynamic panel of utility Chief Financial Officers will participate in a moderated discussion on the current challenges and opportunities in finance and the energy industry.

2:00 PM - 2:15 PM


2:15 PM - 3:15 PM

State of the Industry
Speaker(s): Mary Kipp, President and Chief Executive Officer, Puget Sound Energy

In our last session of the day, Puget Sound Energy President and CEO, Mary Kipp, will discuss leading during a pandemic, clean energy goals, regulatory hurdles and the future of natural gas.

3:15 PM - 3:30 PM

Closing + Future Planning

Stick around to share your thoughts on the forum as we turn our sights toward future meetings. This is also a great opportunity to learn more about joining the 2021 Program Development Team.

Meet The Speakers

Matt Marcelia

Puget Sound Energy

Director of Financial IT Projects and Tax

Mary Kipp

Puget Sound Energy

President and Chief Executive Officer
Learn More

Mary E. Kipp was named president of PSE in August 2019 and CEO in January 2020. Under her direction, PSE is leading the way to a clean energy future in partnership with its customers and the communities it serves.

Mary joined PSE from El Paso Electric (EPE), where she served as chief executive officer since 2015 and president since 2014. Under her leadership, EPE—also a 100-year-plus company with a deeply-rooted community history—evolved to serve a diverse customer base spread across a mountain west region and growing border communities. With EPE since 2007, Mary held a variety of leadership roles throughout the company, including General Counsel, regulatory and rates, risk management, human resources, external affairs, customer care, environmental and safety.

Prior to EPE, Mary was a prosecuting attorney for FERC for four years, investigating and prosecuting violations of federal energy laws. Mary also worked as a lawyer at El Paso Natural Gas Company and at Greenberg Traurig, LLP.

Mary serves as chair of SEPA (Smart Electric Power Alliance). She is also past deputy chair of the Federal Reserve Bank of Dallas; past chair of the Borderplex Alliance; and past executive committee member of the Texas Business Leadership Council.

Mary received a Bachelor of Arts degree from Williams College, a Juris Doctor degree from The University of Texas School of Law, and is an alumnus of Exeter College, Oxford University.

Mary lives in Seattle and has two children.

Stephen King

Puget Sound Energy

Controller & Principal Accounting Officer

Scott Jones

Snohomish County PUD


Julie Desimone

Moss Adams LLP

Partner, National Practice Leader, Power & Utilities

Aidan McSheffrey

Salt River Project

Chief Financial Executive & Associate General Manager

David Mills

Puget Sound Energy

Vice President, Energy Operations

Jonathan Steinberg



Michelle Manary

Bonneville Power Administration

Executive VP and Chief Financial Officer

Harvey Hall

Northern Wasco County PUD

Chief Financial Officer

Keith Simovic

Moss Adams LLP

Senior Manager

David Haslip

Deloitte & Touche LLP

Partner, Audit and Assurance

Steve Keen

Idaho Power Company

Senior Vice President and Chief Financial Officer