I bring a 360-degree perspective across the energy value chain, built at the intersection of regulatory policy, capital allocation, market design, and operations. The areas below outline how that perspective shows up in my work.
1. Integrated Resource Planning & Capital Allocation
Directing long-term capital evaluation and asset strategy across Generation, Transmission, and Distribution portfolios to align multi-billion-dollar infrastructure investments with grid reliability, statutory policy, and commercial return objectives.
- IRP Leadership – Led comprehensive integrated resource plan (IRP) evaluations, including complex build-versus-buy decisions across generation assets, transmission expansion, distribution capacity, demand-side management, and market-based alternatives.
- Large-Scale Capital Evaluation – Executed lifecycle-cost, staging, and economic sensitivity analyses for major infrastructure projects ranging from $1M to $2B, evaluating options under varying discount rates, policy triggers, and implementation timelines.
- System Planning & Regulatory Filings – Supported independent system operator long-term transmission plans and Need Identification Documents (NIDs) with rigorous economic justification of preferred infrastructure options and staging strategies.
- Capital Defensibility – Ensured major capital programs are structured to withstand public scrutiny, ratepayer advocate interventions, and commission review as least-cost, defensible investments.
2. Regulatory Strategy, Tariff Architecture & Market Design
Shaping forward-looking regulatory, market, and tariff frameworks that balance ratepayer equity, utility financial viability, and long-term energy transition objectives.
- Transmission Tariff Architecture – Led provincial transmission tariff design at the AESO—governing rate structures, terms and conditions, connection policies, investment-level guidelines, and cost-allocation methodologies.
- Distribution Tariff Modernization – Directing distribution tariff strategy at FortisAlberta, including the architecture of modern rate structures for electric vehicle (EV) fleet adoption, hyperscale data center interconnections, and Non-Wires Alternatives (NWA) frameworks that align utility incentives with customer savings.
- DER & Energy Transition Integration – Designed rate mechanisms, policies, and regulatory roadmaps to integrate Distributed Energy Resources (DERs), utility-scale renewables, self-supply and export rules, and energy storage assets.
- Utility Transformation – Transitioning traditional utility tariffs from passive cost-recovery mechanisms into dynamic frameworks that enable Distribution System Operator (DSO) transformation and electrification.
3. Operations, Governance & Enterprise Risk Management
Directing tariff and regulatory departments with a record of zero operational disputes, establishing rigorous governance around high-stakes filings, compliance obligations, and enterprise risk.
- Regulatory & Tariff Operations Leadership – Leading tariff, rate design, and regulatory compliance functions with clear ownership of filings, issue resolution, and internal control frameworks.
- Governance of Complex Filings – Designing and executing governance for large, multi-issue regulatory applications, including evidence development, cross-functional sign-offs, and stakeholder engagement.
- Study Procurement & Project Governance – Governed end-to-end procurement and technical delivery for major strategic studies—such as a distribution loss-allocation study—managing scope definition, RFP processes, consultant selection, and final executive acceptance.
- Risk Framework Deployment – Applied structured risk management methodologies (PMP / CRM) across regulatory filings, capital programs, and compliance obligations in highly regulated environments.
- Cross-Functional Executive Alignment – Led multi-disciplinary teams (regulatory advisors, legal counsel, engineers, and financial analysts) to align engineering, system operations, and finance around investable, customer-focused regulatory outcomes.
- Departmental Discipline – Operating complex tariff and regulatory affairs functions with strict internal controls, fiscal accountability, and governance oversight.
4. Technical-to-Executive Translation & Enterprise Modeling
Converting dense engineering models, power flow analyses, and cost-of-service analytics into clear, evidence-based recommendations for executive boards, regulatory commissions, and public hearings.
- Provincial & Utility Economics Engines – Architected and maintained the core quantitative financial models governing utility and market economics, including:
- System Cost-Causation Model – Large-scale cost-allocation engine covering 600+ substations and 1,000+ transmission lines.
- 20-Year Transmission Rate Projection Model & Annual Rates Calculation Model – Providing long-term rate predictability for regulators, industry, and utilities.
- Deferral Account Reconciliation & Generation Performance Assessment Models – Ensuring financial accuracy, variance resolution, and tariff compliance.
- Engineering-to-Financial Translation – Converted complex single-line diagrams, power flow studies, and technical options into clear lifecycle-cost, staging, and regulatory analyses.
- Decision Readiness – Structuring high-stakes technical evidence so that executive teams, board members, and utility commissioners can act with complete confidence.
Executive Documentation
- [Download Executive Summary (PDF)]
- [Download Curriculum Vitae (PDF)]
Connect
To discuss energy market evolution, capital planning, or regulatory governance, connect via LinkedIn or reach out on the [Contact] page.