Aug

29-30

Western Utilities Financial Forum (Aug 29-30)

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.

Register Now

General Details

  • Program Chair(s)
  • Matthew Marcelia, Tax Director, Puget Sound Energy

    • Program Location
    • Puget Sound Energy
    • 355 110th Ave NE, Bellevue, WA 98004
    • Who Should Attend
      • Chief Financial Officers
      • Controllers
      • Senior leaders in accounting and finance
  • Registration Options
  • Member: $449 USD
    Regular: $549 USD

    Registration prices increase $50 after August 1, 2023. Registration includes access to all Western Utilities Financial Forum agenda items and digital meeting materials, a networking reception on Tuesday evening as well as catered breakfast, lunch, and breaks at the meeting. Guest tickets are available for $100 and allow for a personal guest (a spouse or partner who does not work in the energy industry) to accompany a registered attendee at the event. Guest registration includes all meals and receptions.

  • 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 Cassie Leone, Program Manager at 9713031395.

Agenda

Tuesday, August 29, 2023

5:00pm - 6:30pm

Welcome Reception

Join us for a WEI hosted networking reception in downtown Bellevue.

Tavern Hall
505 Bellevue Square
Bellevue, Washington 98004

Wednesday, August 30, 2023

8:00am - 8:30am

Registration + Networking Breakfast

Arrive early to register and network with peers over breakfast.

8:30am - 8:45am

Welcome + Introductions

8:45am - 9:45am

Industry Address
Speaker(s): Wade Smith, Executive Vice President and Chief Operating Officer, Puget Sound Energy

9:45am - 10:00am

Networking Break

10:00am - 11:30am

Roundtable Breakout Sessions

This time is designated for attendees to get to know their peers through introductions and self-faciliated roundtable discussion. Come prepared to discuss “top of mind” issues and challenges that you and your team are currently experiencing.

11:30am - 12:30pm

Networking Lunch

Lunch with be provided onsite.

12:30pm - 1:45pm

CFO Panel
Facilitator(s): Matthew Marcelia, Tax Director, Puget Sound Energy, Stacy Smith, Director, Controller and Principal Accounting Officer, Puget Sound Energy
Panelist(s): Scott Jones, CFO, Snohomish County PUD, Aidan McSheffrey, Associate General Manager & Chief Financial Executive, Salt River Project, Kirsty Grainger, Chief Financial Officer, Seattle City Light

Hear from a panel of CFOs on the current challenges and opportunities in finance and the energy industry.

1:45pm - 2:00pm

Networking Break

2:00pm - 3:00pm

Inflation Reduction Act
Speaker(s): Steve Howard, Managing Director, Business Tax, KPMG LLP

3:00pm - 4:00pm

Cap and Trade
Speaker(s): Jon Steinberg, Director, PwC, Matthew Miles, Director, PwC, Kathy Ketchum, Manager, Accounting and Assistant Controller, Sacramento Municipal Utility District

3:15pm - 3:30pm

Networking Break

Hotel + Travel

  • Reservation Instructions
  • Please contact the hotel directly at (425) 625-2450 to reserve your room. Identify yourself as being with Western Energy Institute (WEI) to receive a special rate of $199 USD/night. This rate is guaranteed until August 1, 2023 or until the WEI room block is full.

Meet The Speakers

Wade Smith

Puget Sound Energy

Executive Vice President and Chief Operating Officer

Scott Jones

Snohomish County PUD

CFO

Steve Howard

KPMG LLP

Managing Director, Business Tax

Jonathan Steinberg

PwC

Director

Aidan McSheffrey

Salt River Project

Associate General Manager & Chief Financial Executive

Matthew Miles

PwC

Director

Kathleen Ketchum

Sacramento Municipal Utility District

Manager, Accounting and Assistant Controller

Kirsty Grainger

Seattle City Light

Chief Financial Officer

Stacy Smith

Puget Sound Energy

Director, Controller and Principal Accounting Officer