Chartwell can help you accomplish your goals. Our wide range of services ensures our members have access to objective insights and strategies to make smart and timely business decisions.
The AI Advantage: Elevating Utility Customer Experience
(Complimentary Webinar) This session showcases how Itineris works closely with Microsoft, leveraging their developments and innovations in Copilot, to enhance their utility-focused CIS/CRM solutions.
Dashboard Integration to Support Outage and Restoration Management
Join us as Alabama Power showcases how linking its IDMS Dashboard with its ADMS Viewer created a more unified approach to outage and restoration management.
Navigating the New TCPA Rules: What Utilities Need to Know Before the April 2026 Deadline
(Complimentary Webinar) Join Paul Watkins of Convey and William Raney of Copilevitz, Lam, & Raney for a practical look at what the new TCPA rules require and how to stay compliant.
Build More Engaging Relationships with SMB Customers Through Communications and Outreach
The SMB customer segment is finally getting the attention is so deserves. While individually a single customer might be quite small, collectively these customers represent a significant part of a utility’s business customer population, revenue and load. Many utilities are recognizing this importance and the need to develop ways to connect with these smaller and sometimes more silent business customers. Join us to hear how other utilities are making progress and learn the innovative ways they are engaging with their SMB customers to build strong relationships.
Speakers:
Brandy Davis, Supervisor, Business Energy Solutions, PG&E
Brandy Davis, Business Energy Solutions Supervisor at Pacific Gas and Electric Company, where she leads a team of Customer Relationship Managers serving over 700 medium-sized businesses across north and central California. With more than 18 years at PG&E, she has deep expertise in helping businesses align their operational goals with evolving energy industry needs, driving efficiency, cost savings, and sustainability.
Before moving into leadership in 2019, Brandy spent over a decade as a Senior Customer Relationship Manager, working directly with medium and large business clients to assess and optimize their energy usage. Her career began at AmeriGas, where she coordinated district operations for seven years.
Brandy holds a degree in Business Administration and Management from the University of Phoenix and is an active community volunteer, coordinating meals and events for guests at Terry’s House at Community Medical Center. Based in Clovis, California, she is passionate about building strong teams, delivering exceptional customer service, and fostering meaningful community impact.
Monica Flores, Energy2Business Liaison and Community Engagement, CPS Energy
Monica Flores is a dedicated Energy2Business Liaison based in San Antonio, TX. With more than 20 years of experience in customer service, she is guided by her core values of putting people first, accountability, and integrity in both personal and professional interactions.
Her journey with CPS Energy began in the early 2000s, and after returning more than a decade later, she has embraced the opportunity to serve over 90,000 local business locations—each one a vital part of the regional economy.
A graduate of Texas A&M San Antonio, Monica holds a Bachelor’s degree in Communications with a minor in Psychology and is currently pursuing her MBA to strengthen her strategic insight and prepare for future leadership opportunities. As a proud San Antonio native, she is honored to contribute to the success of her community through her work at CPS Energy—an organization she deeply respects and enjoys being part of.
In her role, Monica serves as a hands-on advocate for small and medium-sized businesses in and around San Antonio, working to strengthen their bottom line and ensure they receive the energy solutions and support they need. Her approach is grounded in accessibility, responsiveness, and a genuine passion for helping businesses thrive.
Her goal is to continue evolving as a connector between people, ideas, and solutions—ensuring that the businesses powering San Antonio have the tools and support necessary to flourish in a rapidly changing world.
