Aug

27-28

Western Utilities Financial Forum (Aug 27-28)

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)
  • Chris Dunning, Accounting Officer, Bonneville Power Administration
    Jardon Jaramillo, Controller, Portland General Electric
    Brody Wilson, Vice President, Treasurer & Chief Accounting Officer, NW Natural

    • Program Location
    • World Trade Center - Portland, Oregon
    • 25 SW Salmon Street
      Portland, Oregon 97204
    • Who Should Attend
      • Chief Financial Officers
      • Controllers
      • Senior leaders in accounting and finance
  • Registration Options
  • Forum Registration: $199 USD

    Registration provides access to all Western Utilities Financial Forum agenda items and meeting materials. Registration includes a networking reception on Tuesday evening as well as catered breakfast, lunch, light snacks, and beverages at the meeting.

  • 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.
  • For more information contact Amy Nye, Program Manager at (503) 688-2794.

Agenda

Tuesday, August 27, 2019

5:00 PM - 6:30 PM

Welcome Reception

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

Wednesday, August 28, 2019

8:00 AM - 9:00 AM

Registration + Networking Breakfast

Arrive early to register and network with peers over breakfast.

9:00 AM - 9:10 AM

Welcome
Speaker(s): Jardon Jaramillo, Controller, Portland General Electric

The host utility will welcome the group to Portland.

9:10 AM - 10:10 AM

Chief Financial Officers Panel
Panelist(s): Michelle Manary, Executive VP and Chief Financial Officer, Bonneville Power Administration, Jennifer Davidson, Chief Financial Officer, Sacramento Municipal Utility District

10:10 AM - 10:30 AM

Networking Break

10:30 AM - 11:45 AM

Breakout Sessions

1. Chief Financial Officers
2. Controllers
3. General Accounting Managers 

11:45 AM - 12:30 PM

Networking Lunch

Lunch will be provided onsite.

12:30 PM - 1:30 PM

Technology Trends in Finance

1:30 PM - 1:45 PM

Networking Break

1:45 PM - 2:45 PM

Accounting Standards

2:45 PM - 3:00 PM

Networking Break

3:00 PM - 4:00 PM

Energy Policy Updates + Emerging Trends
Speaker(s): Arne Olson, Senior Partner, E3

4:00 PM - 4:05 PM

Closing

Hotel + Travel

  • Located on the banks of the Willamette River, featuring spectacular views of Mount Hood, the Portland Marriott Downtown Waterfront is within walking distance of top downtown attractions. As a guest here, you are in the middle of it all from concerts and local culinary experiences to jogging, biking and kayaking at Waterfront Park. Portland State University is just down the street. When you're hungry, our Energy Star-certified hotel features tasty cuisine with an artisanal flair. Truss Lounge & Bistro is known throughout downtown Portland as an inviting neighborhood hotspot popular for a local brew, wine, or handcrafted cocktail. Active guests can stay fit in our 24-hour fitness center or step outside and enjoy a refreshing run along the Willamette River. Business and leisure travelers alike will enjoy our well-appointed guest rooms with flat-panel TVs and luxurious linens. And with over 44,000 square feet of flexible meeting space, our downtown Portland hotel gives business events a truly unmistakable flair.
  • Reservation Instructions
  • Please contact the hotel directly at (877) 901-6632 to reserve your room. Identify yourself as being with Western Energy Institute (WEI) Western Utilities Financial Forum to receive a special rate of $209 USD/night. This rate is guaranteed until August 13, 2019 or until the WEI room block is full.

Meet The Speakers

Jennifer Davidson

Sacramento Municipal Utility District

Chief Financial Officer

Michelle Manary

Bonneville Power Administration

Executive VP and Chief Financial Officer

Arne Olson

E3

Senior Partner

Jardon Jaramillo

Portland General Electric

Controller