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.
Member: $199 USD
Regular: $299 USD
Registration includes virtual access to all agenda items and digital program materials.
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
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