Western Utilities Financial Forum – Virtual (Aug 25)

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)
  • James Thompson, Senior Accountant, Snohomish County PUD

    • Program Location
    • Virtual Event
    • No travel required. All agenda times are in Pacific time. Instructions to access the virtual event will be provided to the attendee before the program.
    • Who Should Attend
      • Chief Financial Officers
      • Controllers
      • Senior leaders in accounting and finance
  • Registration Options
  • Member: $199 USD
    Regular: $299 USD

    Registration includes virtual access to all agenda items and digital program 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 virtual program. Registrants can receive a full refund should they need to cancel their registration up to the day before the program begins.
  • 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 25, 2021

8:30 AM - 9:00 AM

Virtual Help Desk + Technology Check

The room will open early with optional time for participants to get familiar with the virtual platform, test their audio and webcam, or ask questions about the agenda before we begin.

9:00 AM - 9:15 AM

Welcome + Opening Remarks
Speaker(s): James Thompson, Senior Accountant, Snohomish County PUD

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

9:15 AM - 10:15 AM

Challenges + Successes: Roundtable Breakout Sessions

Attendees will be placed in small groups to discuss their current challenges and share success stories from the past year. Come prepared to discuss "top of mind" issues that you and your team are currently experiencing.

10:15 AM - 10:30 AM


10:30 AM - 11:30 AM

Industry Topic

11:30 AM - 12:00 PM


12:00 PM - 1:00 PM

Chief Financial Officers Panel
Moderator(s): Jennifer Davidson, Chief Financial Officer, Sacramento Municipal Utility District
Panelist(s): Greg Hazelton, Executive Vice President, Chief Financial Officer, and Treasurer, Hawaiian Electric Industries, Inc., Ann Santilli, Chief Financial Officer, Los Angeles Department of Water & Power, 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.

1:00 PM - 1:15 PM


1:15 PM - 2:15 PM

Industry Topic: Breakout Sessions

This time is designated for group discussion on a particular topic of interest. Each breakout session will be facilitated by a member of Program Development Team and participants will have the opportunity to attend the breakout room of their choice.

2:15 PM - 3:15 PM

Industry Topic + Closing Remarks

Meet The Speakers

James Thompson

Snohomish County PUD

Senior Accountant

Greg Hazelton

Hawaiian Electric Industries, Inc.

Executive Vice President, Chief Financial Officer, and Treasurer

Jennifer Davidson

Sacramento Municipal Utility District

Chief Financial Officer

Ann Santilli

Los Angeles Department of Water & Power

Chief Financial Officer

Scott Jones

Snohomish County PUD