Leadership Essentials for Energy Professionals

Leadership Essentials for Energy Professionals

July 20-21, 2021 | Online :: Central Time

Overview

Leaders in the energy industry continuously face practical challenges and high-stakes decisions, sometimes without having all the information. Leaders in this domain are tasked with the great responsibility of keeping our grid safe and reliable. What specific skills and characteristics do energy leaders need to succeed? How can we develop a growth plan for energy leaders that reduces the reliance on trial-and-error learning? Companies with well-trained leaders are positioned well for resilience and resourcefulness.

The Leadership Essentials for Energy Professionals Symposium will go beyond lectures and presentations by allowing attendees to engage directly with today’s leaders and receive hands-on personalized coaching.  It is an intensive two-day course targeted on delivering highly impactful learning, skills and tools to help attendees immediately put into practice what they learn.

This training will focus on the core elements of a successful energy leader, equipping each attendee with:

  • A course-specific assessment tool to identify and track core strengths and areas for improvement
  • Three, optional 30-minute, one-on-one coaching sessions over the month following the program to help apply and personalize lessons learned in the symposium
  • Pre-reading lesson materials and worksheets that will support the attendees learning and continued application of the skills
  • Exclusive, interactive sessions with leaders from Microsoft, Exelon, CPS Energy, El Paso Electric, and more
  • Real-world exercises in effective communication, diversity & inclusion, strategy, and more to support effective application of the key concepts from the speakers and the training
  • A network of resources, tools, and people to continue to use as you fulfill your leadership potential

In today’s challenging times, leadership development is essential for the success of energy companies. This symposium will use all the deliverables above to provide attendees with clear and effective tools to deal with energy’s challenging leadership demands. Attendees will come away with a Knowledge and skills that will enable them to be more effective in leading internally and with external stakeholders.

** Attendees will receive a course-specific leadership self-assessment which they are encouraged to complete at their own pace. This assessment is specially designed as a self-guided tool to help attendees reflect on their current leadership skills and areas that may need improvement.

During this section, we will:

  • Discuss insights from the assessment – attendees are not required to share their results unless they’d like to
  • Review takeaways
  • Provide guidance on how to use this tool as a reference to track improvement

Receive three optional, one-on-one coaching sessions included in your registration to fine-tune lessons and apply tools from the symposium

 

Learning Objectives

  • Unpack Core Leadership Essentials for energy professionals including Workflow Optimization, Understanding and Interpreting What Matters, Granting Legitimacy and Diversity, and Communication
  • Engage in exclusive talks and interactive Q&A with industry leaders at Microsoft, Exelon, El Paso Electric, CPS Energy, and more
  • Discuss powerful examples and real-world stories of success (and failures) in decision-making and team management
  • Apply what is being learned through roundtable exercises and case-studies in each of the learning sessions
  • Establish a set of skills that can be used to begin growing the pipeline of leaders in your organization
  • Share techniques for improved workflow
  • Identify key methods in human performance and safety culture
  • Learning how to have effective conversations with stakeholders, team members, regulators and others

Agenda

Tuesday, July 20, 2021 : Central Time

8:45 – 9:00 a.m.
Log In

12:00 – 1:00 p.m.
Lunch Break

9:00 a.m. – 4:00 p.m.
Conference Timing

9:00 – 9:45 a.m. :: Introduction

  • Meet the coaches and executives
  • Meet the attendees
  • Overview of the chapters and how to get the most out of the next two days

9:45 – 10:15 a.m. :: Executive Keynote: Today’s Core Tools to Effect Change and Influence People

This talk will discuss the Core Values & Guiding Principles of every energy leader. Other focuses will include:

  • The New Leader: Today’s Coveted Leadership Qualities
  • The Role of Leaders in Today’s Organization

Kelly Tomblin, CEO, El Paso Electric

10:15 – 10:45 a.m. :: EXCERCISE: Leadership Self-Assessments

Attendees will receive a course specific self-assessment tool prior to the event to complete at their own pace. This tool is specially designed to help attendees reflect on their current leadership skills and areas that may need improvement. During this section, we will:

  • Discuss insights arising from the assessment – attendees are not required to share their individual results unless they’d like to
  • Review takeaways
  • Provide guidance on how to use this tool as a reference to track improvement

10:45 – 11:00 a.m. :: Break

11:00 a.m. – 12:30 p.m. :: Chapter I: Key Leadership Skills

We have identified a set of key leadership skills that are essential in the framework for effective leaders. The course begins with an overview of the basics of leadership. This session will include effective leadership frameworks, practical skills and tools for development, and today’s best principles on workflow and project management.

Using Workflow Principles for Effective Coordination – Within and Beyond Project/Program Management

  • This session will cover the phases of work in which coordination practices are strengthened and used, and follow an observable pattern:
  • Clarity on the outcome and roles required.
  • Clear conditions for satisfactory completion, on-time, and on-budget, delivers intended outcome.
  • Defined conversations and standards of performance
    for each phase of work create the basis for collaboration.
  • Learning and continual improvements reinforce
    and strengthen capacity to execute with each
    full use of the workflow.

Stewart Ramsay, Managing Executive, Vanry & Associates

GROUP EXCERCISE: BUILDING EFFECTIVE WORKFLOW

Attendees will walk through a case-study or predeveloped group exercise to work through the phases of work, and practice coordination skills and defining outcomes, desired results, measurable  goals, and standards for performance.

12:30 – 1:00 p.m. :: Lunch Break

1:00 – 1:30 p.m. :: Executive Keynote: Developing, Design, and Deployment: Understanding Project Integration

 

1:30 – 2:50 p.m. :: Chapter II: Communication Effectiveness for Energy Leaders

The second chapter focuses on simple, yet highly effective methods for communication and inclusion. Leadership is much more than KPIs – it involves a mixture of social and technical skills to build innovative teams with high performance and ownership of their work. This session will highlight effective methods of engaging customers, working with socially and professionally diverse groups, and handling difficult conversations.

Essential Elements for Effective Teams

  • Granting legitimacy – accepting others for who they are and learning to leverage the differences for improved results
  • Learning to separate what people do, say, or look like from who they “are”
  • Accepting people for who they are, without having to agree with or accepting what they do
  • Understanding that Granting Legitimacy is a key to unlocking the barriers to getting things done
  • Unlocking untapped potential in teams, relationships with stakeholders, customers, and communities

GROUP EXERCISE: BUILDING TEAM STRATEGY

  • Attendees will work on developing their strategy for strengthening their teams through this predeveloped exercise with real-world circumstances.  

2:50 – 3:20 p.m. :: Executive Keynote: Cubes, Culture, and Connection – Building Relationship from the C-Suite to the Customer

Lisa Lewis, Chief Administrative Officer, CPS Energy

3:20 – 4:00 p.m. :: Recap Day 1

  • Key Learning Insights from Attendees
  • Open Discussion

4:00 p.m. :: Close Day 1

Wednesday, July 21, 2021 : Central Time

8:45 – 9:00 a.m.
Log In

11:30 a.m. – 12:00 p.m.
Lunch Break

9:00 a.m. – 4:00 p.m.
Conference Timing

9:00 – 10:30 a.m. :: Credible Communication

  • Listening and interpreting concerns – what matters to customers, stakeholder, decision makers and how to understand this
  • Going beyond simply listening and listening for understanding
  • Skills that will help you build powerful interpretations of what matters to others (stakeholders, customers, team members, leadership)
  • Enable you to navigate more closely with what is important in the relationship and achieving mutual success for mutual benefit
  • Enabling you to engage with and interact in new more useful ways with those whose views and objectives are counter to yours

COMMUNICATION EXCERCISE

  • Working in teams and validating others can be a critical (and often neglected) piece to creating effective teams. This exercise will divide attendees into groups to work through a predeveloped exercise to practice these skills. 

10:30 – 10:45 a.m. :: Break

10:45 a.m. – 11:30 a.m. :: Interactive Panel: Next Gen Leadership & Team Building

Moderated by Stewart Ramsay, Managing Executive, Vanry & Associates

Panelists: 

Darryl Stokes, Vice President – Transmission Operations, Exelon

Lorraine Bardeen, VP and CTO, Worldwide Enterprise and Commercial Industries, Microsoft

11:30 a.m. – 12:00 p.m. :: Lunch

12:00 – 1:30 p.m. :: Addressing Breakdowns and Resolving Conflicts

  • Planning and Executing Important Conversations
  • Stop avoiding or postponing important, often difficult conversations
  • Specific skills for planning and executing the conversations
  • Applies to interviews, performance reviews, stakeholder engagement, regulatory discussions, and more
  • Reduce waste and increase value in taking on these conversations in a proactive and productive way
  • Optimizing underperformers: how to encourage team members and build strong teams

GROUP CASE STUDY: CONVERSATION & CONFLICT RESOLUTION

  • Attendees will walk through a case-study or predeveloped group exercise to apply methods for productive conversation, difficult conversations, or working with under-performers.

Stewart Ramsay, Managing Executive, Vanry & Associates

1:30 – 2:00 p.m. :: Executive Keynote: Building Effective Teams with Professional and Social Diversity

Lorraine Bardeen, VP and CTO, Worldwide Enterprise and Commercial Industries, Microsoft

2:00 – 2:10 p.m. :: Break

2:10 – 3:00 p.m. :: Chapter III: Building Alignment on Strategy & Measuring Success

In the final chapter, attendees will focus on alignment, using safety as the focal point for alignment. This section is dedicated to supporting “big picture” thinking, understanding how to build value, and providing attendees with some helpful methods for creating alignment in themselves and other.

Building Strategic Alignment

  • Aligning people to strategy and objectives
  • Testing for Alignment and Count-on-ability
  • Safety & Compliance
  • Building a Safety Culture
  • Beyond Compliance How to build an organization motivated to do what is right

3:00 – 3:30 p.m. :: CASE STUDY WALKTHROUGH: Human Performance Principles for Operational Effectiveness

This session will take attendees through practical safety and human performance techniques being applied at Evergy. Attendees will engage with Evergy’s Sr. Manager of Dist. Operations, RJ Jubber, on his story, lessons learned, and methods for operational effectiveness.

RJ Jubber, Sr. Manager of Distribution Operations, Evergy

3:30 p.m. – 4:00 p.m. :: Wrap Up and Conclude

Keynote Speakers

Lorraine Bardeen | VP and CTO, Worldwide Enterprise and Commercial Industries, Microsoft

Lorraine is the Vice President and Chief Technology Officer of Microsoft’s worldwide Enterprise and Commercial Industries team, which is responsible for strategic customer relationships and delivering digital transformation across global industries including healthcare, financial services and insurance, manufacturing, retail and consumer goods, energy, automotive, and more.  Her team acts as technical and strategy advisors, provide solution design expertise, customer-validated prototypes, cross-industry thought leadership, and deep connections to engineering teams to clarify industry technical requirements and accelerate product truth for industry solutions.

Lorraine previously was General Manager of engineering for industry solutions built on Dynamics 365 and the Power Platform.  Before that she led cross-functional engineering and product teams to envision, build, ship, and support Microsoft’s Mixed Reality and computer vision Business Applications for HoloLens and mobile devices, with a focus on empowering firstline workers. She has expertise in combining technical innovation with creative process to create products and businesses that make a real difference for people and organizations.

She has a passion for building diverse teams of people and skillsets to envision, build and ship apps and services. These teams combine technical innovation with creative process to be customer-led, thinking globally and across industries. She is committed to organizational culture and values, supporting authenticity and the courage to pursue challenges in a diverse and inclusive environment.

Previous areas of focus include early HoloLens and Microsoft Mixed Reality strategy and app development, video games strategy and product development, IoT and intelligent edge systems, regional and international product marketing and distribution channel strategy, and business and organizational strategy.


Lisa Lewis, Chief Administrative Officer, CPS Energy

Since 2015, Lisa Lewis has led 90-plus human resources professionals in the areas of recruiting, leadership and employee development, technical training, compensation and benefits and employee relations. She’s focused on enabling our CPS Energy workforce to evolve with the fast-changing utility industry. She is an advocate for STEM education and workforce development in the San Antonio and serves on the advisory board for San Antonio’s CAST public high schools.

Lewis joined CPS Energy in 2001 and worked in a variety of roles, last serving as Vice President for Corporate Communications, Media Relations and Corporate Responsibility from 2012 to 2015. Before joining CPS Energy, Lewis worked in marketing communications and advertising for service industry clients ranging from healthcare to public transit.

She has a Bachelor of Arts in Communications from Texas State University.


Darryl Stokes, Vice President – Transmission Operations, Exelon

Darryl Stokes is a utility executive with extensive, engineering, operations, project management and leadership experience in electric transmission substation, and distribution areas. Presently Vice President leading all Exelon Utilities Transmission Operations. Previously responsible for BGE Transmission and Substation Operations, Maintenance, and Engineering Areas and critical compliance areas. Recent leadership experience includes leading BGE Northeast Regional Electric Operations and company’s engineering center or excellence organization responsible for engineering expertise and support, standards and work procedures development, and regulatory compliance for major utility infrastructure from transmission to customer meter assets, including gas facilities. Also responsible for BGE Engineering Talent’s Recruitment, Development and Retention Activities. Darryl has successfully managed engineering, maintenance, construction, and field operations for all utility substations, as well as led the vertically-integrated utility Human Resources Department responsible for recruiting, compliance, employee relations, OD, and training activities. Darryl has lead and/or participated in several company wide transformational initiatives, and he currently serves as a board member at Asssociated Black Charities – a nonprofit organization focused on race-based equity.


Kelly A. Tomblin, Chief Executive Officer, El Paso Electric Company

As Chief Executive Officer of El Paso Electric, Ms. Tomblin brings more than 25 years of experience in the energy industry throughout the United States, the Caribbean, the United Kingdom, and Latin America.  She has experience in the generation, transmission, and distribution sectors as well as renewable development, energy services, and sales.

Before joining El Paso Electric, Ms. Tomblin, a winner of the S&P Platts Global CEO of the Year award, served as Chief Executive Officer of INTREN, L.L.C., a utility service provider operating throughout the United States.

Ms. Tomblin’s work experience also includes her role as President & Chief Executive Officer of Jamaica Public Service Company (JPS), where she addressed the company’s floundering public image and rebuilt the company’s operations.

Prior to JPS, she served as Vice President for GDF SUEZ/International Power, one of the world’s largest energy companies, and President of Pennsylvania Electric Company, a FirstEnergy Company.

Ms. Tomblin is a board member of The Borderplex Alliance; the El Paso Hispanic Chamber of Commerce; the El Paso Chamber of Commerce, and the Edison Electric Institute.  She is also a member of the Advisory Council for Hunt Institute for Global Competitiveness; the Texas Tech President’s Development Council; and the Diversity Committee for Executive Forum.

Ms. Tomblin has an MBA from New York University’s Leonard Stern School of Business and a Juris Doctorate and BS in Journalism with a public relations concentration from West Virginia University.

Executive Coaches

 

Stewart Ramsay, Managing Executive, Vanry & Associates

Stewart Ramsay is a senior partner and Managing Executive with Vanry and Associates. He has more than 30 years of experience in leadership, consulting and engineering roles engineering in the global utility industry and manufacturing industry. He is a frequent speaker at industry conferences and is well known for his perspectives on industry strategic directions and the nexus of technology, processes and people/culture.

Previously, Stewart served as CEO of Smart Wire Grid Inc., a manufacturer of advanced power flow control technology and CTC Cable, a manufacturer of advanced power flow control technology.

As an officer at both American Electric Power and Pacific Gas and Electric, Ramsay was heavily involved in innovative approaches to modernizing the grid. He has been a strong proponent of the creation of adaptive, self-healing grids using a range of smart grid technologies on both the utility and customer side of the meter.

Ramsay has served in several external board and advisory positions. He was elected to the Member Advisory Committee of Peak Reliability Coordinator organization that serves the Western Interconnection of North America (population of 78 million in the U.S., Canada and Baja, Mexico). Ramsay serves on the board of expert advisors to the California Emerging Technology Fund. He served on the board of the WECC and as the WECC representative to the NERC MRC. Ramsay was a member of the California Energy Commission’s Public Interest Energy Research Program’s Policy Advisory Committee, where he was a proponent of rapid development and deployment of intelligent technologies. He served two three-year terms on the board of Coro Northern California, a non-profit focused on developing civic leaders in youth and young professionals. Mr. Ramsay served for four years as treasurer and chair of the finance committee of the board.


RJ Jubber, Sr. Manager of Distribution Operations, Evergy

RJ has been in the Energy Industry since 2014, holding three different roles. Prior to 2014 RJ’s was in the Consumer-Packaged Goods Industry, giving him a breath of experience in customer service and operational execution. Early in his current role at Evergy, RJ started increasing operational effectiveness by obtaining his Human and Organizational Performance (HOP) practitioner’s certification from Shane Bush HPI in 2017. Since that time RJ has been working to practically apply HOP principles into everyday operations at Evergy. Starting in 2018, RJ has been a key influencer of implementing HOP at Evergy. As a member of the HOP Steering committee that oversaw the HOP implementation strategy across all of Operations at Evergy RJ understands the hurdles associated with implementing HOP for operational effectiveness. The five work groups under RJ are formally implementing HOP principles to improve their daily operations.

Online Delivery

We will be using Microsoft Teams to facilitate your participation in the upcoming event. You do not need to have an existing Teams account in order to participate in the broadcast – the course will play in your browser and you will have the option of using a microphone to speak with the room and ask questions, or type any questions in via the chat window and our on-site representative will relay your question to the instructor.

  • IMPORTANT NOTE: After November 30 you will not be able to join a Teams meeting using Internet Explorer 11. Microsoft recommends downloading and installing the Teams app if possible. You may also use the Edge browser or Chrome.
  • You will receive a meeting invitation will include a link to join the meeting.
  • Separate meeting invitations will be sent for the morning and afternoon sessions of the course.
    • You will need to join the appropriate meeting at the appropriate time.
  • If you are using a microphone, please ensure that it is muted until such time as you need to ask a question.
  • The remote meeting connection will be open approximately 30 minutes before the start of the course. We encourage you to connect as early as possible in case you experience any unforeseen problems.

Register

Please Note: Confirmed speakers do not need to register and are encouraged to participate in all sessions of the event. If you are a speaker and have any questions please contact our offices at 1.303.770.8800

Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

If you are unable to attend at the scheduled date and time, we make recordings available to all registrants for three business days after the event

Event Standard RateAttendees
Single Connection - Leadership Essentials for Energy ProfessionalsUS $ 1595.00
Pack of 5 connectionsUS $ 6,380.00
Pack of 10 ConnectionsUS $ 11,165.00
Pack of 20 ConnectionsUS $ 19,140.00
Call us at 303.770.8800 if you have any specific questions on the volume discounts
* all other discounts do not apply to license packs

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Cancellation Policy

Your registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before June 18, 2021 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of conference cancellation, EUCIs liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800

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CEUs

Credits

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EUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).  In obtaining this accreditation, EUCI has demonstrated that it  complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard.

EUCI is authorized by IACET to offer 1.3 CEUs for this event.

Requirements for Successful Completion of Program

Participants must log in each day and be in attendance for the entirety of the course

Instructional Methods

Power Point presentations,  exercises, and open discussion will be used

Who Should Attend?

This interactive course is intended for  energy industry professional with a desire to improve their leadership capabilities. From young professionals hoping to advance their careers to directors looking at process improvement and team management, to executives hoping to better optimize their social, technical, and operational effectiveness. The scope of this program will be on delivering practical skills that can be applied immediately by anyone with an interest in energy leadership.

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