JANUARY 31, 2017 11:00 AM — 6:00 PMST. MARY’S UNIVERSITY CENTER ONE CAMINO SANTA MARIA SAN ANTONIO, TEXAS 78228 145 Navarro San Antonio cpsenergy.com
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TABLE OF CONTENTSAbout CPS Energy & the Symposium ……………… 4—5Agenda ………………………………………………….. 6Speaker Biographies …………………………………. 7—11Session I: Chiefs Roundtable ……………………….. 12—13Session II: Energy & Its Foundational RoleIn Shaping a Smart City ………………………………. 14—15Session III: Meeting Customer DemandsIn the Digital Age ……………………………………….. 16—17Session IV: Our Path Forward With orWithout a New Energy Policy/EPA Certainty ……… 18—19Session V: CEO Keynote …………………………….. 20—21St. Mary’s University …………………………………... 22—23Next Steps …………………………………………….... 24 3
PEOPLE Inaugural Future of Energy SymposiumFIRST! CPS Energy is the largest vertically-integrated municipallyCPS Energy’s owned electric and gas utility in the US. As part of ouremployees are People First mission, CPS Energy will host the first evercommitted to Future of Energy Symposium. The Symposium willproviding world- feature President & CEO, Paula Gold-Williams, as well asclass energy our other chief officers and external leaders from thesolutions to meet energy industry. The event will focus on five centralthe diverse and themes:unique needs ofour customers,while acting asan economicengine to drivevalue and growthin ourcommunity. A Chiefs Roundtable Energy & its Foundational role in Shaping a Smart City Meeting Customer Demands in the Digital Age Our Path Forward with or with- out a New Energy Policy/EPA Certainty CEO Keynote 4
CPS Energy: By the Numbers 5
AGENDA PARTICIPANTS TIMESESSION Monica Taylor, Emcee 12:00 PM Fred Bonewell, Safety MessageWelcome & Opening Father Tobin, InvocationRemarks Paula Gold-Williams, ObjectivesSession I: Lunch with All Chiefs 12:15 PMChief RoundtableDiscussionSession II: Energy & Cris Eugster, CPS Energy 1:15 PMits Foundational Role Jan Vrins, Navigantin Shaping a Smart Stu Pearman, Scott MaddenCityBreak 2:15 PMSession III: Meeting Felecia Etheridge, CPS Energy 2:30 PMCustomer Demands in Mike Bell, Silver Spring 3:30 PMthe Digital Age Networks Dr. Amin Massoud, University ofSession IV: Our Path MinnesotaForward with or with-out a New Energy Poli- Carolyn Shellman, CPS Energycy/EPA Certainty Becky Klein, Klein Energy LLC Rob Talley, Talley & AssociatesSession V: CEO Key- Paula Gold-Williams, President & 4:30 PMnote CEO, CPS EnergyReception All attendees 5:00 PM 6
BIOGRAPHIES Dr. Massoud Amin, Professor—University of Minnesota Dr. Massoud Amin, Professor of Electrical and Computer Engineering, holds the Hon- eywell/H.W. Sweatt Chair in Technological Leadership, and is the Director of the Technological Leadership Institute at the University of Minnesota in Twin Cities. In addition to his administrative and research responsibilities, he serves as the director of graduate studies (DGS) for the security technologies (MSST) program (2008- present), served as the DGS for the management of technology (MOT) program (2003-2009) and teaches several courses including MOT 8920 (Science & Technology Policy), MOT 8224 (Pivotal & Emerging Technologies), MOT 8940 (Intellectual Proper- ty Valuation & Strategy), MOT 8950 (International MOT Project), MOT8234 (Capstone Project), and ISE 5302 (Critical Infrastructure Security and Protection). Prior to joining the University of Minnesota in March 2003, Dr. Amin held positions of increased responsibility including Area Manager of Infrastructure Security, Grid Oper- ations/Planning, and Energy Markets at the Electric Power Research Institute (EPRI) in Palo Alto, California. In the aftermath of the tragic events of 9/11, he directed all security-related research and development at EPRI, including the Infrastructure Secu- rity Initiative (ISI) and the Enterprise Information Security (EIS). Prior to October 2001, he served as manager of mathematics and information science at EPRI, where he led strategic research in modeling, simulation, optimization, and adaptive control of national infrastructures for energy, telecommunication, transportation, and fi- nance. Michael Bell, President & CEO—Silver Spring Networks Mr. Michael Bell is President & CEO, and member of the Board of Directors for Silver Spring Networks. Prior to joining Silver Spring, Mr. Bell held several leadership posi- tions at Intel Corporation, spearheading the company’s expansion into new categories of connected devices. These included Corporate Vice President and General Manager of the New Devices Group and co-leader of the Mobile and Communications Group. Before that, Mr. Bell was part of the executive management team at Palm Inc. where he served as Senior Vice President of product development and was responsible for all aspects of product strategy, development and deployment, bringing the Palm PRE, the Palm PIXI, and many more products to market. Prior to his time at Palm, Mr. Bell was Vice President, CPU Software, Macintosh Hard- ware Division, at Apple Inc. Over the course of his career at Apple, spanning 1991 to 2007, he also made significant contributions to the iMac, Apple TV and iPhone pro- grams. Mike earned his bachelor’s degree in Mechanical Engineering from the Univer- sity of Pennsylvania in 1988. 7
BIOGRAPHIES Fred Bonewell, Chief Safety & Security Officer—CPS Energy Mr. Fred Bonewell oversees all of CPS Energy's internal and external safety programs. Through a behavior-based safety program, the company continues to experience a re- duction in employee accidents through the promotion of safety awareness. A similar ap- proach is being implemented externally to encourage safety among contractors as well as customers. Mr. Bonewell has more than 30 years of progressive leadership experience in employee health and safety, risk, workers’ compensation, and labor relations. He has worked for Louisville Gas & Electric, Florida Power & Light, and others. Mr. Bonewell is a graduate of Indiana State University. Felecia Etheridge, Chief Customer Engagement Officer—CPS Energy Ms. Felecia Etheridge oversees customer experience and engagement initiatives at CPS Energy. She is also responsible for ensuring consistent and exceptional customer experiences across major customer channels and touchpoints. Prior to joining CPS Energy in August 2016, Ms. Etheridge led her own consulting com- pany. She has also worked at Pacific Gas & Electric Company, TXU, Assurance Energy and Global Customer Solutions. She has extensive experience in customer service, smart meter implementation, cus- tomer operations, energy delivery, regulatory relations, federal affairs, and human re- sources. Ms. Etheridge is a graduate of Harvard’s Advanced Management Program, and has a BBA in International Marketing from Texas A&M University. Dr. Cris Eugster, Chief Operating Officer—CPS Energy Mr. Cris Eugster is responsible for overall operations and strategy for CPS Energy in- cluding over 7500MW of generation capacity, 12,600 miles of electrical distribution, 1,500 miles of electrical transmission, and 5,300 miles of gas distribution system. He is also responsible for corporate strategy including the integration of new technologies and the development of new products and services for our customers. Mr. Eugster was formerly a Partner with McKinsey and Company. He has a Bachelor of Science from Texas A&M University, and a Master of Science and Doctorate from MIT – all in Electrical Engineering. 8
BIOGRAPHIES Paula Gold-Williams, President & Chief Executive Officer—CPS Energy Paula Gold-Williams was named President & Chief Executive Officer in July 2016 after serving nine months in an interim role. Since 2008, she has served CPS Energy as Group Executive Vice President - Financial & Administrative Services and Chief Financial Officer (CFO) & Treasurer for the nation's largest gas and electric municipal utility. She also has served in other capacities such as chief administrative officer and controller. Gold-Williams joined CPS Energy in 2004 after holding various positions in several San Antonio businesses, including regional controller for Time Warner Cable and Vice Presi- dent of Finance for Luby's, Inc.. Gold-Williams is a Certified Public Accountant and a Char- tered Global Management Accountant. She earned an Associate of Fine Arts degree from San Antonio College, a Bachelor of Business Administration, with a concentration in Accounting from St. Mary’s University, and a Master of Business Administration, in Finance & Accounting from Regis University. Becky Klein, Principal—Klein Energy, LLC Ms. Rebecca A. Klein is a Principal of Klein Energy, LLC. Ms. Klein is Managing Partner at the Austin office of Loeffler Tuggey Pauerstein Rosenthal LLP. She also serves as Of Counsel to the law firm Tuggey Rosenthal Pauerstein Sandoloski & Agather LLP. She has more than 16 years of experience at the state and federal level, including extensive le- gal, regulatory and government affairs expertise in energy and telecommunications. Ms. Klein has an extensive management, human resource, organizational development, and political and lobbying experience. She has knowledge in the legal, regulatory and military arenas. From 1991 to 1993, Ms. Klein served as an Associate Director of the U.S. Trade and Development Agency, where she oversaw accounts in various multi-lateral banks. She served as a Policy Director for Governor George W. Bush, with particular focus on telecommunications, energy, housing, technology and banking issues. Her federal experi- ence dates back to 1988 when she worked on legislative affairs matters for the Secretary of the Air Force, U.S. She also served as an Associate Director in the White House Office of Presidential Personnel under President George H.W. Bush from 1989 to 1992. She served as a Consultant in Washington, D.C. with KPMG Consulting (now Bearing Point), heading development of the Washington, D.C.'s Office of Government Affairs and Indus- try Relations. She serves as Chairman of Power Across Texas. Ms. Klein served as Chair- man of Lower Colorado River Authority from January 2008 to January 2011. She served as Chairman and a Commissioner of the Texas Public Utilities Commission. Ms. Klein was a candidate for the United States Congress to represent the state's 25th Congressional District. She served as the Vice Chairman of the Board of Directors of Lower Colorado River Authority. She has been a Director of Avista Corp. since January 2010. She sits on the boards of an Austin biotechnology company and a financial firm based in New York City. She was a Senior Fellow of Georgetown University's McDonough School of Business. She is a Member of the State Bar of Texas. Ms. Klein graduated from Stanford University with a B.A. in Human Biology, obtained a Master of Arts in National Security Studies from Georgetown University and earned her JD from St. Mary's University in San Antonio. 9
BIOGRAPHIES Stuart Pearman—ScottMadden Mr. Stuart Pearman has been a management consultant for almost two decades and a partner for more than ten years. He leads the energy practice at ScottMadden, a general management consulting firm with primary practices in Energy, Clean Tech & Sustainabil- ity, and Corporate & Shared Services. Stuart has expertise in energy, clean tech, related services, outsourcing, and general management across a broad range of functions in a number of industries, including financial services, telecommunications, internet services, and construction services. Stuart is also an experienced practitioner with substantial general industry experience in both line and staff management roles. Prior to joining ScottMadden, he worked at NBC, a division of GE. Stuart earned a B.A. in psychology from Williams College and an M.B.A. from the Kenan-Flagler Business School at the Uni- versity of North Carolina, where he graduated at the top of his class and won the Best Industry Analysis Award. In addition to his full time job at ScottMadden, Stuart serves as an assistant professor at UNC's Kenan-Flagler Business School where he teaches consult- ing and leadership. Carolyn Shellman, Chief Legal & Administrative Officer—CPS Energy Ms. Carolyn Shellman oversees CPS Energy's Legal, Audit, Compliance & Ethics, Govern- mental Affairs, People & Culture and Facilities functions. Before joining CPS Energy in 2006, Ms. Shellman served as Vice President & General Counsel for the Electric Reliabil- ity Council of Texas (ERCOT). Prior to that position, she was a partner at the law firm of Hunton & Williams LLP and a partner at Bickerstaff Heath & Smiley LLP. She also has served as the Director of Hearings as well as the Secretary of the Commission at the Public Utility Commission of Texas. Ms. Shellman is a graduate of Vassar College and has a Juris Doctor from the University of Oklahoma. She is a member of the State Bar of Texas and the State Bar of Oklahoma. 10
BIOGRAPHIES Rob Talley—Talley & Associates Mr. Robert Talley provides strategic and legislative advisory services to selected clients with interests before the federal government. Talley & Associates, founded in 1998, is a political consulting firm specializing in association advisory consulting as well as regula- tory and legislative lobbying services to clients. Mr. Talley’s primary areas of expertise include the energy and environmental sectors. He is a regular speaker and commentator for trade associations, trade publications, has presented to the United Nations and is a commentator for FOX news. Prior to starting Talley & Associates, Mr. Talley was a founding partner in The McMillan Group, a firm specializing in political consulting and merchant banking with offices in Washington, DC and Charlotte, North Carolina. Before co-founding The McMillan Group, Mr. Talley worked on Capitol Hill. Mr. Talley is a graduate of The George Washington University School of Business and Public Management where he received an M.B.A. and was inducted into the Beta Gamma Sigma Honor Society. He received his B.A. in Environmental Science from the University of Virginia. Monica Taylor, Director, Executive Brand & Outreach—CPS Energy Ms. Monica Taylor is the Director of Executive Brand & Outreach for CPS Energy. In her role, she supports our senior executives by positioning them as thought leaders in the industry and the community through speaking engagements, interviews, and community event participation. Prior to joining the CPS Energy team, she was the Morning News Anchor and co-host of FOX San Antonio’s morning show, Fox News First. And was the Director of Corporate Communications for Spurs Sports & Entertainment, where she made countless appear- ances as the face and voice of the San Antonio Spurs. Ms. Taylor is a San Antonio native that graduated from the University of Texas at San Antonio where she received a Bachelor of Arts Degree in Communication with a concen- tration in Public Relations. She loves being part of and having the chance to connect to the San Antonio community. 11
BIOGRAPHIES Jan Vrins, Lead—Navigant Mr. Jan Vrins heads Navigant's Global Energy practice. He has extensive management consulting experience in the energy sector and a history of growing businesses in di- verse, global markets. Jan has more than 20 years' experience working with clients, advising executive leaders on developing and operationalizing their strategies to im- prove customer service, and increase revenue while decreasing costs. His work covers enterprise and operational strategy, operating model design, organizational restructur- ing, business process improvement, business transformation and change manage- ment, performance management, post-merger integration, and technology strategy and implementation. Mr Vrins utilities industry experience includes investor‐owned and government-owned utilities in North America, Europe and Latin America. He also has early career experi- ence in the natural resources, oil and gas, aerospace, automotive and industrial man- ufacturing industries. 12
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SESSION I @ 12:15 PMLUNCH WITH CPS ENERGY’S CHIEF ROUNDTABLEContact Goal: Introduce CPS EnergyJonathan Tijerina LeadershipEmail: [email protected] Roundtable discussion with allOffice: (210)353-5038 Chiefs moderated by MonicaMobile: (210)232-5038 TaylorJulius Moore Summarize key CPS Energy initiativesEmail: [email protected] Paula Gold-Williams, President &Office:(210)353-2637 Chief Executive Officer (CEO)Mobile: (210)414-4211 14
E DISCUSSION Fred Bonewell, Chief Safety & Security Officer (CSSO) Dr. Cris Eugster, Chief Operating Officer (COO) Felecia Etheridge, Chief Customer Engagement Officer (CCEO) Carolyn Shellman, Chief Legal & Administrative Officer (CLAO) 15
SESSION II @ 1:15 PMENERGY & ITS FOUNDATIONAL ROLE IN SHAPINGContact Context & conversations aroundLori Johnson energy industry complexities Discuss CPS Energy’s successes & perspectives compared to industry trendsDirector, Corporate ResponsibilityEmail: [email protected]: (210)353-2386Mobile: (210)288-8015 16
G A SMART CITY Dr. Cris Eugster, Chief Operating Officer (COO)—CPS Energy Session Leader Jan Vrins, Managing Director—Navigant Stuart Pearman, Partner and Energy Practice Leader— ScottMadden 17
SESSION III @ 2:30 PMMEETING CUSTOMER DEMANDS IN THE DIGITALContact Discuss how CPS Energy isPaul Flaningan enabling customers to be more successful with products andSr. Director, Corporate Communications services& MarketingEmail: [email protected] What is the Smart Grid and whyOffice: (210)353-3865 is it so important to thriving citiesMobile: (210)760-6797 Why customers are the biggest winners from the implementation of a Smart City concept18
L AGE Felecia Etheridge, Chief Customer Engagement Officer (CCEO) —CPS Energy Session Leader Michael Bell, President & CEO— Silver Spring Networks Dr. Massoud Amin, Professor— University of Minnesota 19
SESSION IV @ 3:30 PMOUR PATH FORWARD WITH OR WITHOUT A NEWContact Overview of various policiesJonathan R .Tijerina and market conditionsExternal Relations & Communications Generally, how might theProgram Manager , Energy Market Policy legislative & regulatoryEmail: [email protected] landscapes look or behave atOffice: (210)353-3391 the state versus federal levelsMobile: (210)232-5038 going forward What are the challenges & opportunities for our community20
W ENERGY POLICY/EPA CERTAINTY Carolyn Shellman, Chief Legal & Administrative Officer (CLAO)—CPS Energy Session Leader Becky Klein, Director—Klein Energy Rob Talley—Talley & Associates 21
SESSION V @ 4:30 PMCEO KEYNOTEContact Being a community asset forMonica Taylor 155 yearsDirector, Executive Brand & Outreach How “economies of scale” willEmail: [email protected] have to be leveraged withOffice: (210)353-4259 “incremental value”Mobile: (210)382-7324 Rebuilding the plane while flying 22
Paula Gold-Williams, President & Chief Executive Officer (CEO) - CPS Energy I often tell our Team Members (@ every level), “If you’re not focused on other Employees, our Customers OR our Community, you are focused on the wrong thing” - Paula Gold—Williams“Let’s not go the way of the typewriters thatare no longer around. W must remain diligentin evolving our business to meet thechanging expectations of our customers” - Paula Gold—Williams 23
ST. MARY’S UNIVERSITYSt. Mary’s University, as a Catholic Marianist University, fosters the formationof people in faith and educates leaders for the common good throughcommunity, integrated liberal arts and professional education, and academicexcellence. Their mission statement is a reflection of the Characteristics ofMarianist Universities. There are five elements that characterize theMarianist approach to education: Educate for formation in faith ...AND Educate in the family spirit The Greehey School of Business at Provide an excellent education St. Mary’s has been accredited by AACSB International (The Education for adaptation and Association of Advanced Collegiatechange Schools of Business), since 1997. (Less than 1/3 of business Educate for service, justice and programs in the nation have thisCUPnSiptEeendaeScrtgeayteiss,thperolvairdgiensgt cmomunpiecitpitaivlleyl-yo-wprniceeddepleocwatrecicrcatrhenrddouintgaahttuiaroadnligv.)earssceogmepnaenraytiinontheportfolio to the Greater San Antonio area. 24
ST. MARY’S LEADERSHIP Tanuja SinghTom MenglerPresident Dean of Greehey School of Business One Camino Santa Maria, San Antonio, TX 78228 │ 25
NEXT STEPS• Please submit any presentation material - (including any audio and video requirements) to your CPS Energy point of contact NO LATER THAN January 20, 2017.• Your CPS Energy point of contact will be in touch with you to provide you with parking information, suggested time of arrival, hotel accommodations and changes. 26
Thanks again for joining us on January 31, 2017! 27
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