Inaugural Future of Energy Symposium

2017

INAUGURAL FUTURE
OF ENERGY SYMPOSIUM

#FutureOfEnergySA

Paula Gold-Williams

President & Chief Executive Officer (CEO)—
CPS Energy
I am excited that you have accepted my personal invitation to participate in
our Inaugural Future of Energy Symposium! CPS Energy has had the honor to
serve our community for going on 157 years and in 2017, we will celebrate our
75th year of direct ownership by the City of San Antonio.
Several decades ago, we transitioned from being a 100% gas-generation
company to being a highly diversified energy company. Today, we are
experienced energy experts who know how to efficiently generate, transmit,
and distribute reliable energy to businesses and homes, 24/7 - 365 days a year.
Even so, we are beginning a new journey during a time of tremendous
changes in our industry. These changes include everything from exciting
shifts in technology and talent to escalating customer demands. Additionally,
we are continuing to sense uncertainty in our legislative and regulatory
environments. The propensity for disruption rises everyday.

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‘‘ Our foundation is ‘‘
anchored at putting
People First...

To get in front of these pressures, we are following a multi-faceted solution
set. Our foundation is anchored at putting People First, while we refocus our
everyday efforts on the following Enterprise Improvement Initiatives (EII):
• Customers, including our call center and other new communication channels
• Economic Development, in support of growing our community
• New products & services, in both our wholesale and gas businesses
• Installing a new automated metering infrastructure system to support

San Antonio’s Smart City’s goals
• Integrated Security, including data centers optimization, under the

pillars of physical assets and cyber controls
Today, you will hear from CPS Energy’s top leaders, key industry stakeholders and
board members about how your long-term, energy company is maneuvering for
our customers, community and employees through the changing landscape.

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AGENDA

12:00 PM Welcome & Opening Remarks
Monica Taylor, Emcee, CPS Energy
Fred Bonewell, Safety message, CPS Energy
Father Tobin, Invocation, St. Mary’s University
Ed Kelley, Call meeting to order, CPS Energy
Paula Gold-Williams, Objectives, CPS Energy

12:15 PM Session I: Chief Roundtable Discussion
Fred Bonewell, Chief Safety & Security Officer
Felecia Etheridge, Chief Customer Engagement Officer
Dr. Cris Eugster, Chief Operating Officer
Ed Fleming, Chief Financial Officer & Treasurer
Carolyn Shellman, Chief Legal & Administrative Officer
Paula Gold-Williams, President & CEO

1:00 PM Break

1:15 PM Session II: Meeting Customer Demands in
the Digital Age
Felecia Etheridge, CPS Energy
Mike Bell, Silver Spring Networks
Paula Gold-Williams, CPS Energy

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2:15 PM Break
2:30 PM Session III: Energy Platform for the Future
Dr. Cris Eugster, CPS Energy
Jan Vrins, Navigant
Stu Pearman, ScottMadden
3:30 PM Session IV: Path Forward with or without a
New Energy Policy/EPA Certainty
Carolyn Shellman, CPS Energy
Becky Klein, Klein Energy LLC
Rob Talley, Talley & Associates
4:30 PM Session V: Discussion & Keynote
Andrew Johnston, ResilientGrid
Paula Gold-Williams, CPS Energy
5:00 PM Mayor’s Remarks & Reception
Honorable Ivy R. Taylor, Mayor of San Antonio

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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 positions 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
Hardware 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 programs. Mr. Bell earned his bachelor’s degree in
Mechanical Engineering from the University of Pennsylvania in 1988.

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Fred Bonewell

Chief Safety & Security Officer—
CPS Energy

Mr. Fred Bonewell oversees internal and external safety programs, fleet,
labor relations, business continuity and integrated security teams at
CPS Energy. Through a behavior-based safety program, CPS Energy continues to
experience a reduction in employee accidents through the promotion of safety
awareness. A similar approach 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.

2017 INAUGURAL FUTURE OF ENERGY SYMPOSIUM 6

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 company. 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, customer operations, energy delivery, regulatory relations,
federal affairs, and human resources.

Ms. Etheridge is a graduate of Harvard’s Advanced Management Program, and
has a Bachelor of Business Administration in International Marketing from
Texas A&M University.

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Dr. Cris Eugster

Chief Operating Officer—CPS Energy

Mr. Cris Eugster is responsible for overall operations and strategy for
CPS Energy including over 7,500 MW 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.

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Ed Fleming

Chief Financial Officer & Treasurer—
CPS Energy
Mr. Ed Fleming oversees all financial and EIT functions as well as supply chain
and business planning for CPS Energy.
Mr. Fleming has more than 30 years of diverse financial experience in the
energy industry, ranging from Chief Financial Officer of a start-up oil field
services company to managing the financial and accounting activities for a
multi-billion dollar business unit of an offshore drilling firm. He is a Certified
Public Accountant.
Mr. Fleming holds a Bachelor of Science from Syracuse University in Electrical
Engineering and a Master of Business Administration from the Columbia
University Graduate School of Business.

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Paula Gold-Williams

President & CEO—CPS Energy

Ms. 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 has also served in other capacities such
as Chief Administrative Officer and Controller.

Ms. 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 President of Finance for Luby’s, Inc. Gold-Williams is a Certified
Public Accountant and a Chartered 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.

2017 INAUGURAL FUTURE OF ENERGY SYMPOSIUM 10

Andrew Johnston

Chief Evangelist— ResilientGrid
Mr. Andrew Johnston is Chief Evangelist for ResilientGrid. Prior, Mr. Johnston
was President of Energy Thought Summit, Zpryme Research and Publications.
From 2008 to 2014, Mr. Johnston worked in a number of roles around Austin
Energy and Pecan Street Inc., culminating in his receiving the Austin Under 40
Award for Energy & Technology in 2014.
From 2004 to 2008, as Chief of Staff to Jeremy Rifkin, Mr. Johnston facilitated
Mr. Rifkin’s new energy technology policy work with offices of Chancellor
Merkel, Germany and President Barroso, European Commission and utilities.
Mr. Johnston holds a Bachelor of Arts from the Ohio State University in Liberal
Arts, and a Master of Science from the University of Texas in Urban Planning.

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Ed Kelley

Chairman of CPS Energy Board of Trustees

Mr. Edward B. Kelley represents the northwest quadrant service area and
serves as Chairman of CPS Energy’s Board of Trustees. He also serves as
a member of the board of directors of USAA Equity Advisors, Inc.

Previously, he served as President and Chief Executive Officer of USAA Real
Estate Company. Prior to joining USAA, Mr. Kelley served as the President
of Barshop Enterprises, Inc., a San Antonio real estate development and
investment firm. He has served as advisor to USAA Corporate Real Estate since
December 31, 2005. His experience also includes 17 years with Southwestern
Life Insurance Company, where he held various management positions,
culminating with Senior Vice President of Mortgages and Real Estate. In 1989,
he served as Executive Vice President and Chief Operating Officer of Realco.

Mr. Kelley received his Bachelor of Business Administration degree from
St. Mary’s University in 1964 and a Master’s in Business Administration from
Southern Methodist University in 1967.

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Becky Klein

Principal—Klein Energy, LLC
Ms. Rebecca Klein is Principal of Klein Energy, LLC, an energy and water
consulting company based in Austin, Texas. Over the last twenty-five years she
has worked in Washington, DC and in Texas in the energy, water and national
security arenas.
Prior to starting her own company in 2006, Ms. Klein was the Chairman of the
Public Utility Commission of Texas. From 2007 to 2013, Ms. Klein was Chairman
and Vice Chairman of the Lower Colorado River Authority. Following the World
Trade Center bombings in 2001, Ms. Klein was appointed to the Texas Homeland
Defense Task Force which was tasked to identify and mitigate security
vulnerabilities for the State across power, water and telecommunications
assets.
Presently, Ms. Klein sits on the Board of Directors of Avista Corporation,
National Institute for Renewable Energy, and an Advisory Member of Aiqueous.
Ms. Klein is the Founder and Director of the Texas Energy Poverty Research
Institute.
Ms. Klein retired as a Lieutenant Colonel in the U.S. Air Force Reserve in
2015. She is a veteran of Desert Storm where she served in Saudi Arabia. She
received her academic training at Stanford University Bachelor of Arts in
Biology, Georgetown University Master of Arts in National Security Studies, and
St. Mary’s Law School (J.D.). She is a native of San Antonio, TX.

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Stuart Pearman

Partner and Energy Practice Leader—
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 & Sustainability, and Corporate & Shared Services.

Mr. Pearman 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. Mr. Pearman 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.
Mr. Pearman earned a Bachelor of Arts in psychology from Williams College
and an Master of Business Administration from the Kenan-Flagler Business
School at the University 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, Mr. Pearman serves as an assistant professor at UNC’s
Kenan-Flagler Business School where he teaches consulting and leadership.

2017 INAUGURAL FUTURE OF ENERGY SYMPOSIUM 14

Carolyn Shellman

Chief Legal & Administrative Officer—
CPS Energy
Ms. Carolyn Shellman oversees Legal, Audit, Compliance & Ethics, Governmental
Affairs, People & Culture, Military Relations, and facility functions at CPS Energy.
Before joining CPS Energy in 2006, Ms. Shellman served as Vice President &
General Counsel for the Electric Reliability 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 has also 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.

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Rob Talley

Principal—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 regulatory 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, D.C. 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 Mastor in Business
Administration and was inducted into the Beta Gamma Sigma Honor Society.
He received his Bachelor of Arts in Environmental Science from the University
of Virginia.

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Honorable Ivy R. Taylor

Mayor of San Antonio

Ms. Ivy R. Taylor was elected Mayor of San Antonio on June 13, 2015. Prior to her
election, she earned an appointment to the seat from her City Council colleagues
in July 2014, making her the first African American woman to serve as mayor of a
city with more than one million people and only the second female mayor of
San Antonio. Before becoming mayor, she served on City Council for five years.

Mayor Taylor is focused on making San Antonio a globally competitive city
where all residents are connected to opportunities for prosperity. To achieve
this, some of the mayor’s initiatives include developing a sustainable city
budget, implementing the Comprehensive Master Plan, creating a job-friendly
environment, growing the workforce, investing in human capital, establishing
affordable and livable communities and building and maintaining basic
infrastructure.

Mayor Taylor is a graduate of Yale University and holds a Master’s Degree in City
& Regional Planning from the University of North Carolina at Chapel Hill.

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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 the 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. She was also the
Director of Corporate Communications for Spurs Sports & Entertainment, where
she made countless appearances 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 concentration in Public Relations.

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Jan Vrins

Managing Director—Navigant

Mr. Jan Vrins heads Navigant’s Global Energy practice. Mr. Vrins has extensive
management consulting experience in the energy sector and a history of
growing businesses in diverse, global markets. He has more than 20 years’
experience working with clients, advising executive leaders on developing and
operationalizing their strategies to improve customer service, and increase
revenue while decreasing costs. His work covers enterprise and operational
strategy, operating model design, organizational restructuring, business
process improvement, business transformation and change management,
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 experience in the natural resources, oil and gas,
aerospace, automotive and industrial manufacturing industries.

He is a graduate of Tilburg University where he studied Business
Administration and Information Technology.

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Board of Trustees:

Dr. Homer Guevara, Trustee
Derrick Howard, Vice Chair
Edward Kelley, Board Chair
John Steen, Trustee
Mayor Ivy R. Taylor, Mayor & Ex-Officio Member

Chiefs:

Paula Gold- Williams, President & Chief Executive Officer
Dr. Cris Eugster, Chief Operating Officer
Felecia Etheridge, Chief Customer Engagement Officer
Carolyn Shellman, Chief Legal & Administrative Officer
Fred Bonewell, Chief Safety & Security Officer
Edward Fleming, Chief Financial Officer & Treasurer

Senior Leadership Team:

Frank Almaraz, Senior Vice President Strategy & Commercial Operations
Paul Barham, Senior Vice President of Delivery Engineering, Integrated Planning,

Substation & Transmission
John Benedict, Vice President Real Estate & Master Planning
Curt Brockman, Deputy General Counsel & Chief Compliance & Ethics Officer
Thaddeus Crawford, Senior Director Business Integration
Benjamin Ethridge, Senior Vice President Power Generation
Paul Flaningan, Senior Director Corporate Communications & Marketing
Kathleen Garcia, Vice President Government & Regulatory Affairs & Public Policy
Maria Garcia, Vice President Community Engagement
Rudy Garza, Senior Vice President of Distribution Services & Operations
Gary Gold, Interim Vice President Financial Services
David Jungman, Senior Director Business Development
Lisa Lewis, Vice President People & Culture
Matthew Mills, Vice President Audit Services
Abigail Ottmers, Executive Lead & Chief of Staff
Zandra Pulis, Deputy General Counsel Chief Records Management Officer
Don Stanton, Director of Gas Delivery
Renee Triplett, Senior Director & Chief Integrated Security Officer

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We are enthusiastic about the

future and will continue to keep
CPS Energy at the forefront of the
energy industry. Our ability to stay
innovative while vigilantly focusing on
our employees, customers and community will remain our major
objective. Through our great employees, we will drive the services
that continuously function 24/7/365, ensuring they remain the
heart of our organization, which has been owned by San Antonio
for 75 years!

While change is on-going, we will always maintain our commitment
and dedication to our many key stakeholders at the local, state and
federal level.

As we continue to transform, we will grow and become a more
agile team, focused on improvements that ultimately benefit our
community.

We look forward to lifelong collaborations and new partnerships as
investments toward a greater future.

Thank You!

CPS Energy’s Leadership Team

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Thanks for your

continued interest
and support!

2017

INAUGURAL FUTURE
OF ENERGY SYMPOSIUM

cpsenergy.com