Tom is joined by Jeanne Jones, CFO of Exelon, to discuss demand, affordability, liquidity, and leadership in a highly regulated, capital-intensive industry.
Tom is joined by Jeanne Jones, CFO of Exelon, one of America’s largest energy delivery companies. Jeanne explains how Exelon creates long-term value in a highly regulated environment by focusing on operational excellence, disciplined capital allocation, and customer affordability. Jeanne also shares how she thinks about liquidity and balance sheet protection in a higher-for-longer interest rate environment, including why going long on debt and prioritizing certainty have helped Exelon weather volatility.
Guest Quote:
“We deliver consistent long-term value for our investors by doing the basics exceptionally well.”
“Affordability starts with controlling your own costs.”
“If you have size and scale but don’t manage it as a portfolio, you’re not optimizing that size and scale.”
Timestamps:
01:05 Exelon Investor Story
03:56 Regulated Revenue Engine
06:22 Data Centers and Fair Rates
10:56 Planning for Uncertain Load
12:30 Affordability in Practice
16:53 AI and Analytics Use Cases
19:37 Liquidity and Debt Strategy
23:58 Finance Tech That Matters
25:53 Portfolio Management Edge
26:54 Career Rotations at Exelon
30:20 Data Driven Leadership
32:03 Advice for Future Leaders
33:39 ERGs and Talent Pipelines
37:56 STEM Programs and Scholarships
40:03 Rapid Fire Questions
Links & Resources: