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15th Fall Conference
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15th Fall Conference

Gain insight from market practitioners, technology firms and utilities active in the demand response marketplace. About 150 industry professionals are expected to attend, including: utility professionals, regulatory, and business professionals responsible for demand response; and Industry advisors including consultants, vendors, and curtailment service providers.

11/4/2014 to 11/5/2014
When: November 4-5, 2014
Where: Sheraton Downtown
201 N 17th St
Philadelphia, Pennsylvania  19103
United States
Contact: Sharon Dobson
(719) 205-0071

Online registration is closed.
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Moving the Demand Response Cheese: How DR's Value Proposition is Evolving

15th PLMA Fall Conference

November 4-5, 2014 at Sheraton Philadelphia Downtown
Philadelphia, Penn.

Gain real-world insight from market practitioners, technology firms, and energy utilities/marketers active in the demand response marketplace. About 150 industry professionals are expected to attend, including: energy utility/marketer professionals, regulatory, and business professionals responsible for demand response as well as Industry advisors, including consultants as well as product and service providers.

Look Who's Coming! To see the over 140 who have already registered to attend, CLICK HERE.

Monday, November 3, 2014 — Optional Pre-Conference Events
Intro to Demand Response Training Course
9:30 am - 5:00 pm

Intro to Demand Response Training Course

Ross Malme, Skipping Stone
Instructor Ross Malme, Skipping Stone

This one-day, interactive course provides a provides a comprehensive overview of demand response topics and current issues from the perspectives of multiple stakeholders: utilities, retail energy providers, customers, Independent System Operators, and other demand response technology and services providers. All students will receive a Reference Manual.

Instructor Ross Malme will be joined by a panel of presenters representing a cross-section of PLMA Membership that includes:

Michael Brown, NV Energy
Michael Brown
NV Energy
Paul Miles, PECO
Paul Miles

Elody Samuelson Consumers Energy

Learn more and register here for this training course.

Grid-Interactive Water Heating Interest Group Workshop
10:00 am - 5:00 pm

Grid-Interactive Water Heating Workshop

Steve Koep, Vaughn Thermal
Co-Chair Steve Koep, Vaughn Thermal
Gary Connett, Great River Energy
Co-Chair Gary Connett, Great River Energy

Session Co-Chair: Steve Koep, Vaughn Thermal and Gary Connett, Great River Energy

Sponsored by PJM Interconnection

10:00 am -12 noon

Session One

  • Maximizing Demand-Side Load Flexibility: The Case for Grid-Interactive Water Heaters - Scott Baker, PJM Interconnection
  • DOE Rulemaking and Potential Impact on GIWH Market Development - Robin Roy, National Resources Defense Council
  • GIWH in 2015 and Beyond - Gary Connett, Great River Energy; Chairman, PLMA GIWH Interest Group
12 noon - 1:00 pm Buffet Lunch
1:00- 2:30 pm

Session 2

  • Update - Waivers Vs. Classifications, DOE and the US Congress - Keith Dennis, NRECA
  • Grid-Interactive Electric Thermal Storage (GETS) Water Heating - Utility Case Study, Paul Steffes, Steffes Corp.
  • The Utility Perspective on GIWH – David Podorson, ESource
2:30 - 3:00 pm Break
3:00-5:00 pm

Session 3

  • Renewable Integration Utilizing GIWH Technology - The Hawaiian Electric Project, Harshal Upadhye, EPRI
  • Broadening the GIWH Technology Portfolio - Steven Koep, Vaughn Thermal
  • GIWH - The Way Forward - Closing Panel Discussion - Scott Baker, PJM; Gary Connett, Great River Energy; Robin Roy, NRDC; Paul Steffes, Steffes Corp.; Steven Koep, Vaughn Thermal Corp.
5:00 pm Adjourn

Thermostat Interest Group Workshop
1:00 - 5:00 pm

Thermostat Workshop

Brian Doyle, Xcel Energy
Co-Chair Brian Doyle, Xcel Energy
Lee Hamilton, Xcel Energy
Co-Chair Lee Hamilton, Xcel Energy

Session Co-Chairs: Brian Doyle and Lee Hamilton, Xcel Energy

Sponsored by PLMA

1:00 - 2:45 pm

Market Overview

  • Leveraging Smart Thermostats to Meet Load Control Goals, Rachel Buckley, E Source
  • How Co-ops are Taking Advantage of Smart Thermostats, Gary Connett, Great River Energy
  • How a Washington Utility is Balancing Grid Supply and Demand With Smart ThermostatsBill Kallock, Integral Analytics 
2:45 - 3:15 pm Break
3:15 - 5:00 pm

Smart Thermostat Technology

  • Trade Ally Panel Discussion.  Industry allies discuss market direction and utility relationships
    - Howard Ng, Comverge 
    - Matt Johnson, EnergyHub 
    - Brett Stein, Honeywell 
    - Mikko Niemi, Landis+Gyr 
    - Kevin Hamilton, Opower 
    - Jenny Roehm, Schneider Electric
5:00 pm Adjourn

PLMA Women in DR Interest Group
4:30-5:30 p.m.

PLMA Women in DR Interest Group Meeting in Hotel Lobby Bar

Tuesday, November 4, 2014
7:30 - 8:30 am Paul Miles, PECO

Breakfast Buffet in Sponsor Lounge

Morning Emcee: Paul Miles, PECO

8:30 - 8:40 am Paul Tyno, PLMA Chair Opening Remarks
Paul Tyno, Buffalo Energy Advisors and PLMA Chair
8:40 - 9:00 am

Welcoming Remarks
Brian Crowe, Vice President of Energy Acquisition, PECO

9:00 - 9:30 am Frederick S. 'Stu' Bresler

Keynote Address

Frederick S. "Stu" Bresler, Vice President - Market Operations, PJM Interconnection

Frederick S. "Stu" Bresler is responsible for Capacity Market Operations, Day-ahead and Real-Time Market Operations, the Financial Transmission Rights Markets, and the development and support of the technical systems utilized in markets and operations.

9:30 - 10:30 am
Thomas Clark, Consumers Energy
Co-Chair Thomas Clark, Consumers Energy
Ross Malme, Skipping Stone
Co-Chair Ross Malme, Skipping Stone

Federal Regulatory Challenges for Program Implementers

Session Co-Chairs: Thomas Clark, Consumers Energy with Ross Malme, Skipping Stone
Roundtable discussion on implications on current and future DR programs in light of federal regulatory issues.

Derek Kirchner, DTE Energy
Derek Kirchner, DTE Energy
Brett Feldman, Navigant Research
Brett Feldman, Navigant Research
John Hughes, The Electricity Consumers Resource Council
John Hughes, The Electricity Consumers Resource Council
10:30 - 11:00 am Refreshment Break
11:00 am - 12 noon
Stuart Schare, Navigant
Co-Chair Stuart Schare, Navigant
Bob Donaldson, Duke Energy
Co-Chair Bob Donaldson, Duke Energy

State Regulatory Issues Roundtable

Session Co-Chairs: Stuart Schare, Navigant with Bob Donaldson, Duke Energy
Roundtable discussion of implications for current and future DR programs in light of state initiatives in New York, California and elsewhere.

Rich Philip, Duke Energy
Tim Roughan, National Grid
Tim Roughan, National Grid
Ishtiaq Chisti, Southern California Edison
Ishtiaq Chisti, Southern California Edison

12 noon - 1:00 pm

Lunch Buffet in Sponsor Lounge Hosted by EnerNOC

1:00 Joe Polaski, Apogee Interactive

Afternoon Emcee: Joe Polaski, Apogee Interactive

1:00 - 1:45 pm
Ray Pustinger, AESC
Co-Chair Ray Pustinger, AESC
Dennis Quinn, Joule Assets
Co-Chair Dennis Quinn, Joule Assets

End-User Perspective on Demand Response Challenges

Session Co-Chairs: Ray Pustinger, AESC with Dennis Quinn, Joule Assets
Nationally-focused retail electricity customer roundtable on issues related to program participation from the industrial owner-occupied, small commercial, and commercial real estate perspectives.
- Richard Gorze, Eaton Corporation
- Courtney Yan, U.S .Green Building Council
- Patrick O’Neill, Northwrite, Inc.

1:45 - 2:45 pm
Wendy Brummer, PG&E
Co-Chair Wendy Brummer, PG&E
Joe Polaski, Apogee Interactive
Co-Chair Joe Polaski, Apogee Interactive

Integrating Demand Response with Energy Efficiency

Session Co-Chairs: Wendy Brummer, PG&E with Joe Polaski, Apogee Interactive

  • Why Integrating Demand Response with Energy Efficiency is a Win-Win - Steve Hambric, Comverge
  • Improving Customer Value for Demand Response Using Bundled Services with DR-Ready Devices - Bach Tsan , SCE 
  • Using Energy Data Analytics to Geographically Target Energy Efficiency Opportunities in Constrained Areas of the Grid - Bennett Fisher, Retroficiency
2:45 - 3:15 pm Refreshment Break
3:15 - 4:15 pm
Brian Doyle, Xcel Energy
Co-Chair Brian Doyle, Xcel Energy
Dave Hyland, Schneider Electric
Co-Chair Dave Hyland, Schneider Electric

What Polar Vortex Did for Winter Peaking and Year-Round DR

Session Co-Chairs: Brian Doyle, Xcel Energy with Dave Hyland, Schneider Electric

Demand Response in Cold Climate: R&D Activities at Hydro-Québec's Research Institute, Marie-Andrée Leduc, Hydro-Québec
DR in cold climates, particularly in regions where electricity is the main source of energy for space and water heating for many commercial and residential customers, represents both great challenges and opportunities. The results of research activities focusing on this particular context will be presented.

Texas Perspective, Kenan Ogelman, CPS Energy
DR can be an effective tool during cold weather events in Summer peaking systems such as ERCOT; the presentation examines the February 2, 2011 cold weather event and the implications for load resources."

4:15 - 4:45 pm
Sarah Howie, Consumers Energy
Sarah Howie, Consumers Energy
Elody Samuelson, Consumers Energy
Elody Samuelson, Consumers Energy

The Dos and Dont's of Vendor/Utility Relationships or What Utilities Really Want

Sarah Howie and Elody Samuelson, Consumers Energy
The relationship between a utility and implementation contractor provides many opportunities for successes and missteps. View a program launch and implementation through the lens of relationship development to identify best practices from RFP to renewal.

4:45 - 5:30 pm
Jenny Roehm, Schneider Electric
Co-Chair Jenny Roehm, Schneider Electric
Dick Preston, Energy Grid Services
Co-Chair Dick Preston,
Energy Grid Services

Sponsor Showcase Lightning Round

Session Co-Chairs: Jenny Roehm, Schneider Electric with Dick Preston, Energy Grid Services
Lightning-fast round of introductions to companies that offer leading-edge technology and service innovations. Emphasis will be on field applications and utility case studies. Listen closely to capture the quiz question answers to enter to win a valuable prize.

Jason Cigarran, Comverge
Jason Cigarran, Comverge
Joseph E. Childs, Cooper Power Systems by Eaton
Joseph E. Childs, Cooper Power Systems by Eaton
Ivan Kustec, Emerson Climate Technologies
Ivan Kustec, Emerson Climate Technologies

Kevin Tock, Enerliance

Chris Ashley, EnerNOC
Hudson Gilmer, Genscape
Hudson Gilmer, Genscape
Ed Smith, Intelligent Energy Solutions
Ed Smith, Intelligent Energy Solutions
Justin Louis, Landis+Gyr
Justin Louis, Landis+Gyr
Ward Eames, NTC
Ward Eames, NTC

Greg Thompson, Schneider Electric
Dave Oberholzer, WeatherBug Home
Dave Oberholzer, WeatherBug Home

5:30 - 7:00 pm

Networking Reception in Sponsor Lounge Hosted by Comverge

Wednesday, November 5, 2014

7:30 - 8:30 am

Breakfast Buffet in Sponsor Lounge Hosted by WeatherBug Home

WeatherBug Home
8:30 am - 12 noon

Concurrent Breakout Sessions

Track A — Emcee: Mark Kerbel, REGEN Energy

8:30 - 9:30 am
Heather Manypenny, New Hampshire Electric Cooperative
Co-Chair Heather Manypenny, New Hampshire Electric Cooperative
Joseph E. Childs,  Cooper Power Systems by Eaton
Co-Chair Joseph E. Childs, Cooper Power Systems by Eaton

Consumer-Owned Utility Roundtable

Session Co-Chairs: Heather Manypenny, New Hampshire Electric Cooperative with Joseph E. Childs, Cooper Power Systems by Eaton
Small Public Power Perspective from Anthony Cannon, Greenville NC Utilities, with Michael Hyland, American Public Power Association
Electric Cooperative Perspective from Gary Connett, Great River Energy, with Keith Dennis, National Rural Electric Cooperative Association 

9:30 - 10:00 am John Powers, Extensible Energy

High-Value Integrated Community Solar: The Role of DR in Specific Solar Integration Issues

John Powers, Extensible Energy

10:00 - 10:30 am Refreshment Break
10:30 am - 12 noon
Jason Cigarran, Comverge
Co-Chair Jason Cigarran, Comverge
Ed Smith, IES
Co-Chair Ed Smith, IES

Ancillary Services Market Opportunities

Session Co-Chairs: Jason Cigarran, Comverge with Ed Smith, IES
- Christopher Parent, ISO New England
- Michael Olaleye, PJM Interconnection
- George Baker, V Charge
- Ryn Hamilton, Ryn Hamilton Consulting

Track B — Emcee: Ishtiaq Chisti, Southern California Edison

8:30 - 10:00 am
Joel Schofield, RCH Companies
Co-Chair Joel Schofield, RCH Companies
Robert King, Good Company Associates
Co-Chair Robert King, Good Company Associates

Retail Energy Services: Set to Grow!

Session Co-Chairs: Joel Schofield, RCH Companies with Robert King, Good Company Associates
Home energy management services are being offered to utility customers by a growing list of retailers other than traditional electric utilities. Competitive electric retailers are using home energy services to acquire and hold utility customers in de-regulated markets, and now other services providers that don't recognize utility boundaries are pairing up with energy service providers too. Comcast, AT&T, Time Warner and have all launched home control product offerings with plans to expand nationally. Lowes has announced its development of a home management platform that also promises to bring a whole new level of innovation, a more compelling bundle of services, and real scale to peak load management. It's musical chairs and everyone had better find a partner before the music stops!
- Joe Jankosky, Time Warner
- Alan Shulman, Just Energy
- Mike Bates,

10:00 - 10:30 am Refreshment Break
10:30 - 11:00 am Rachel Reiss Buckley, E Source

Where the Residential DR Market is Headed

Rachel Reiss Buckley, E Source
Home energy management products have hit the mainstream with cable and security company offerings. This is the prime time for utilities to be in the residential DR game. Rachel will offer analysis about where all the different program types fall on the customer-engagement spectrum, such as switch-based direct load control, to dynamic pricing, bring your own thermostat, and third-party offerings.

11:00 - 11:30 am E. Ward Eames, NTC

Are You Smarter than a Fifth Grader? (Or, Residential Consumer Insights for Increasing Participation in DR Activities)

E. Ward Eames, NTC
Learn preliminary results and insights from a national NTC-Utility Dive survey of how utilities are educating residential customers.  Ward will present in a game show format to compare audience answers with the utility industry, as a whole, to see which group is “Smarter than a 5th Grader”. 

11:30 am - 12 noon Josh Schellenberg, Nexant

Key Insights from California's Large-Scale Implementations of Residential Dynamic Pricing

Josh Schellenberg, Nexant
California electric utilities have been at the forefront in pursuing numerous strategies for growing dispatchable demand response resources via residential dynamic pricing. With the rapidly growing need due to increasing rooftop solar penetration, this presentation provides 5 key insights from these varied residential dynamic pricing strategies and options.

12 noon - 1:00 pm Rich Philip, Duke Energy

Lunch Buffet in Sponsor Lounge Hosted by Schneider Electric

Schneider Electric


Afternoon Emcee: Dave Hyland, Schneider Electric

1:00 - 1:30 pm

Keynote Address: America's Energy Future

Gregg Dixon, EnerNOC
Gregg Dixon has led various sales, marketing, and business development efforts at EnerNOC and currently leads marketing and sales efforts worldwide to end-use customers. Prior to joining EnerNOC, Gregg was Vice President of Marketing and Sales for Hess Microgen, the leading provider of commercial on-site co-generation systems and services in the United States. Gregg was voted one of Boston's "40 Under 40" by Boston Business Journal as recognition for having established himself as a leader to be watched in the field of energy.res.

1:30 - 2:00 pm Angela Chuang, EPRI

Roadmap to Advancing Stages of Demand Response Leveraging Connected Devices

Angela Chuang, EPRI
Learn about EPRI's work on Demand Response-Ready (connective) end-use technologies, including guiding principles on defining connective product capabilities of value to the electric power industry, supported by manufacturers, and accepted by consumers. DR-Ready devices like Connected Pumps, Heaters, and Space Conditioners are key enablers for advancing towards achieving mass market DR. Discover how emerging devices are capable of supporting advancing stages of DR including providing flexibility for renewable integration.

Angela Chuang serves as Senior Technical Leader at EPRI where she is responsible for developing and executing strategic projects for enabling widespread integration of DR in electric power and market systems. She leads collaborative RD&D including EPRI's DR-Ready technologies activities. Since joining EPRI, she led California utilities in defining the California Smart Grid vision and roadmap, and crafted a five-year research agenda for EPRI's Smart Grid Demonstration Initiative.

2:00 pm Rich Philip, Duke Energy

Closing Remarks and Adjorn

Rich Philip, Duke Energy and PLMA Vice Chair

2:00 - 2:30 pm

Ice Cream Social in Sponsor Lounge

Wednesday & Thursday, November 5-6, 2014
Optional Post-Conference Activities
Advanced Load Control Alliance Fall Meeting (utility representatives only)
Wednesday, November 5
2:30 pm Welcome and Introductions
6:30 pm Hosted Dinner
Thursday, November 6
8:00 am - 5:00 pm Fall 2014 ALCA Meeting

Event details at

Download the ALCA Meeting Agenda Here

Denver Conference Highlights


Sheraton Philadelphia Downtown Hotel is located in the heart of Center City Philadelphia and is within walking distance to all of the city's major attractions, including the Philadelphia Museum of Art, Love Park, the Franklin Institute, Barnes Foundation and more. We are also conveniently located just two blocks from the Pennsylvania Convention Center. Guests will enjoy our multi-million dollar transformation of the indoor pool, meeting spaces, restaurant, state-of-the-art Sheraton Fitness Center Programmed by Core Performance and The Link@Sheraton, offering PC workstations and printing in the lobby.

Hotel accommodations must be reserved separately and are not included in your attendee registration.Reservations at Sheraton Philadelphia Downtown Hotel may be made by calling (215) 448-2000 or online Be sure to mention PLMA to receive the preferential $159 room rate through October 6, subject to availability.Please note that PLMA is not affiliated with or any third-party agency to handle room reservations.

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PLMA DR Evolution Training, San Francisco

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