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 and Tax, Puget Sound Energy

    • Who Should Attend
      • Chief Financial Officers
      • Controllers
      • Senior leaders in accounting and finance
  • Registration Options
  • Western Energy Institute takes the health and safety of our employees and members very seriously. With safety as our top priority, this program is being offered in a virtual format. No hotel or travel is required. If you have any questions, please contact the Program Manager directly.

    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
  • 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. Recording is not permitted for any portion of the event.
  • For more information contact Amy Nye, Program Manager at (503) 688-2794.


Wednesday, August 26, 2020

9:00 AM - 9:30 AM

Optional: Arrive Early + Connect

Log-in early to familiar yourself with the various features of the virtual meeting.

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, Director, 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 - 10:30 AM

Industry Topic

10:30 AM - 11:00 AM


11:00 AM - 12:00 PM

Breakout Sessions

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

12:00 PM - 1:00 PM

Break for Lunch

1:00 PM - 1:45 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

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.

1:45 PM - 2:00 PM


2:00 PM - 2:45 PM

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

2:45 PM - 3:00 PM

Wrap Up + Future Planning


This event will now be held in a virtual format. Hotel and travel arrangements will not be required to attend.

If you previously made hotel reservations for this event and need to cancel them, we’ve included the contact information for the hotel below for your convenience. If you have additional questions about this event, please contact the Program Manager directly.

Marriott Seattle Bellevue
200 110th Avenue NE
Bellevue, Washington 98004
Phone: 800.696.3717

Meet The Speakers

Matt Marcelia

Puget Sound Energy

Director of Financial IT Projects and Tax

Mary Kipp

Puget Sound Energy


Steve King

Puget Sound Energy

Director, Controller & Principal Accounting Officer

Scott Jones

Snohomish County PUD


Julie Desimone

Moss Adams LLP

Partner, National Practice Leader, Power & Utilities