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

    • 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 at 9:00 AM for participants to log-in early and get familiar with the various features of the virtual platform. The meeting 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, 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 - 11:00 AM

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 experiencing. There will be three sessions to choose from based on your interest.

11:00 AM - 11:15 AM


11:15 AM - 12:00 PM

FASB + GASB Breakout Session
Speaker(s): Jonathan Steinberg, Manager, PwC

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.

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

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, Puget Sound Energy

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


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

Aidan McSheffrey

Salt River Project

Chief Financial Executive & Associate General Manager

Jonathan Steinberg



Michelle Manary

Bonneville Power Administration

Executive VP and Chief Financial Officer