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.
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.
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
10:30 AM - 11:00 AM
11:00 AM - 12:00 PM
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