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CONTENT THAT DRIVES

Key Account Forum unites utility leaders who manage high-value, high-impact customers. With reputational, safety and revenue stakes on the line, attendees focus on intentional engagement strategies, specialized platforms and tech solutions that make KA programs easy to use, proactive, secure and results-driven.

WHY ATTEND

This Exclusive Forum for Key Accounts delivers a robust agenda with a wide variety of topics:

  • Account management

  • Best practices in marketing and sales

  • CSAT improvements

  • Channel management

  • CRM and CIS systems, among others

  • Cultivating a sales environment

  • Customer/account segmentation

  • Training and developing great KA managers

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Registration

  • Key Account Forum is a pre-conference event on Monday and Tuesday and requires a SEPARATE registration.

  • To Attend the Key Account Forum you must hold the title of a Large Account Manager for your Utility.

  • Benchmark Survey is now included in Key Account Forum Registration (membership no longer required).

  • Attendees who register to also attend Conference (starts after Forum ends) enjoy a discount.

  • Many also register for Wednesday’s Women in Utilities Sunset Event.

  • Need help with registration? Visit our Help Center.

IUCX Benchmarking is now included in Key Account Forum registration. Those registered before January 15, 2027 will be invited to participate in the Benchmark Survey. Those registered after January 15, 2027, will not complete the survey but will still participate in the findings and discussion of the Benchmark Report.

Schedule Outline

SUNDAY

  • No KAF Events

  • PM | Hotel Arrival: KAF Attendees

Tentative Schedule - Subject to Change

MONDAY

  • 7:00 - 8:30 am | Registration/Check-In

  • 8:30 am – 4:30 am| Sessions

  • 6:30 – 8:30 pm | KAF Networking Event | Heavy Hors d’oeuvres

TUESDAY

  • 7:30 am | Breakfast

  • 8:30 am – 4:15 pm | Sessions (includes lunch)

  • 4:15 pm| Dismissed to attend IUCX Exhibit Hall (with KAF Badge)

WEDNESDAY

  • 6:45 am | Women in Utilities Sunrise Event: additional registration required ($45)

  • 8:00 am – 12:00 pm | Benchmark Roundtable Discussion | A members only meeting (includes brunch)

  • Optional PM | Depart from Hotel if not attending Conference

Thursday+

  • No KAF Events

  • AM | Depart from Hotel

Key Account Forum Benchmarking

IUCX Benchmarking is an association of member companies conducting benchmark studies to identify best practices surrounding customer service issues that improve the members’ business operations. Currently, Benchmarking membership is solidly electric-focused; however, we believe gas and water utilities who measure many of the same metrics could benefit from sharing and comparing themselves to others in the utility customer service space.

Greg Dunlap

Venue Executive

gdunlap@iucx.org

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Shelley Carter

Key Account Forum Manager

scarter@iucx.org | 903-893-3214

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  • Monika Campbell, Mgr, Key Accts, OUC

    Tyrone Davis, Regional Mgr, Lg Customer Services, ComEd

    Traci Day, Mgr, Business Relationships, JEA

    Steve Friedland, Mgr, Government & Institutions, DTE

    Faviola Donato-Galindo, Mgr, Lg Accts, BGE, an Exelon Company

    Stephanie Grahn, Mgr, Key Accts, Austin Energy

    Tymothy Howitt, Key Acct Mgr II, APS

    Stasi Kreiner, Mgr, Key Accts, Lansing Board of Water & Light

    Matt Myers, Acct Mgr, Kissimmee Utility Authority

    Justin Partee, Mgr, Sales & Economic Dev, Connexus Energy

    Chris Paquette, Industrial Team LCS, PECO, an Exelon Corporation

    Carrie Raybeck, Mgr, Strategic Accts, Eversource

    Craig Robicheaux, Dir, LC&I Key Accts, Oncor

    Sid Rowser, Dir, Managed Accts, Georgia Power

    Kristopher Russell, Spv, Key Acct Support, Dominion Energy

    Matt Russo, Acct Exec, Duke Energy

    Nolan Jefferies, Mgr, Associate Business Accts, SRP

    Carrie Tate, Sr Mgr, Lg Customer & Key Accts, Toronto Hydro

    Jennifer Taylor, Mgr, Key Accts, TECO Energy

    Marilyn Toliver, Mgr, Key Accts, Austin Water

    Joe Zerdin, Dir, Key Accts, Hydro One

Key Account Forum Leadership

Compare your utility’s operational data ‘apples-to-apples’ with others in the industry. Use the comparison to support business cases and funding requests.

Know your data is protected by a non-disclosure agreement administered by IUCX, a 501c3 organization with a long history of sound integrity and strong ethics.

Engage in an open discussion with industry peers, enabling your utility to compare business structure and learn best practices.

PARTICIPATION BRINGS VALUE

Foundations in Key Account Management

In a shifting utility landscape, Key Account Managers (KAMs) are the bridge between complex grid operations and customer business goals. This IUCX Professional Development program provides the roadmap to navigate today’s regulatory and technical shifts.By combining eLearning with expert-led, live-virtual sessions, the program empowers KAMs to turn technical knowledge into high-value partnerships, creating a lasting impact for both the individual and the organization.

Other IUCX Events

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April 13 & 14, 2026

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April 14 - 16, 2026
Optional Add-Ons include:
Deep Dives (4/14) and Women in Utilities (4/15)

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April 14 - 16, 2026

Not included with Key Account Forum | Separate Registration Required:

2027 SPONSORS

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Key Account Forum |

In-Person Event | April 26 - 27, 2027
The Westin Charlotte | Charlotte, NC

Power up your strategy at the Key Account Forum, a high-impact, two-day event built for utility professionals managing high-value, high-stakes customers. Dive into expert-led sessions on grid reliability, DER integration, energy efficiency, demand charges, on-site generation, power quality, data analytics and cybersecurity—plus live breakout discussions tackling real-time challenges like changing load profiles and regulatory uncertainty. Walk away with proven programs, peer-driven insights and powerful connections that drive year-round results. If your customers can’t afford downtime, you can’t afford to miss this.

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