Conference Co-Chair Eamonn Urey Product Manager Salt River Project
Conference Co-Chair Tom Hines Principal Tierra Resource Consultants
Conference Co-Chair Bruce Brazis Account Executive Arizona Public Service
WIFI Sponsored by EnergyHub
Power Alley Sponsored by CLEAResult
2:00 - 5:00 pm Desert Bike Ride and Sustainability Tour
We'll meet in the hotel lobby and head to a local bike shop where everyone will be fitted for a hybrid electric bike and helmet. Our local hosts and tour guides, Tom Hines of Tierra Resources and Bruce Brazis of Arizona Public Service, will guide us through a safe and enjoyable ride along local bike paths and will offer us a color commentary on Arizona landmarks and sustainability initiatives.
The Afternoon's Schedule: (still subject to small changes)
2:00 pm - Depart Phoenix Sheraton by van to Rides N Motion 2:30 pm - Arrive and get fitted for bikes and helmets; complete waiver. 3:00 pm - Let's ride! Follow Tom and Bruce and ask lots of questions! 5:00 ish - Return to Rides N Motion
At the completion of the ride, you are welcome to Lyft/Uber back to the Phoenix Sheraton Downtown or hop a ride to the nearby TopGolf where you can join the PLMA dinner buffet and golf (see below). At the end of the evening, PLMA will provide transportation from TopGolf back to the Sheraton.
The cost to participate in the Desert Bike Ride is $95 per person, which includes transportation, bike, and helmet rental. As this is a PLMA pilot program, we must, unfortunately, limit participation to 15 people this time, first-come, first serve.
Co-Host Tom Hines Principal Tierra Resource Consultants
Co-Host Bruce Brazis Account Executive Arizona Public Service
6:00 - 8:00 pm TopGolf Conference Welcome: Meet, Greet, Eat, and Swing a Club!
Sponsored by Opinion Dynamics
Join PLMA's Executive Committee, colleagues, and friends for a fun-filled conference welcome, an opportunity to reconnect over a buffet of delicious food and drinks, plus some friendly competition with a golf club! If you're not a golfer, join us anyway and enjoy the view and the camaraderie. This inclusive event is designed to be fun for all!
The Evening's Schedule:
5:15 pm - Departure by bus from Downtown Phoenix Sheraton 6:00 pm - Arrival at TopGolf for dinner, fun, and golfing! 8:00 pm - Evening wrap-up and departure for the Downtown Phoenix Sheraton 8:45 pm - Arrival back at the hotel
The cost for this PLMA Conference networking event is $30.00 per person, which includes transportation, buffet dinner, two drink tickets, the use of TopGolf's clubs (provided on site), plus a lifetime membership to TopGolf. Everyone is welcome!
7:30 - 9:00 am | Shared Breakfast: Evolution Training Participants + Interest Groups
9:00 am - 4:30 pm TRAINING CLASS: Evolution of DR to DER This one-day class explains how today’s demand response initiatives are evolving to interact with a future that includes distributed energy resources for peak load management, and much more. The class content expands on the concepts presented in the PLMA white paper, Evolution of Demand Response.
Concurrent Interest Group Activities Join the PLMA Interest Groups for candid, interactive roundtables among practitioners from utilities, consultancies, and technology providers who are actively engaged in the load management industry. Don’t miss the opportunity to learn from and share with your peers successes and challenges in these key areas of interest.
9:00 - 11:00 am Customer Engagement Interest Group
9:00 - 11:00 am C&I Load Flexibility Interest Group
11:00 am - 12:00 pm | Shared Lunch: Evolution Training Participants + Interest Groups
12:00 - 2:00 pm Global Load Management Interest Group
12:00 - 2:00 pm Connected Devices Interest Group
12:00 - 2:00 pm Lawrence Berkeley National Laboratory Update Connected Communities – Scaling Grid-Interactive, Decarbonized Buildings This highly-interactive panel session will highlight these projects’ diverse approaches to delivering demand flexibility, including aggregator strategies, types of targeted loads, business models and technologies. We’ll have a Q&A and interactive discussion between the panelists and attendees on topics including goals, expected challenges, and how each featured project’s approach is appropriate for its region and regulatory/business environment. In this interactive session we will engage attendees and discuss key issues they face in their own territories and how they might be informed by the solutions offered by the Connected Communities projects.
2:00 - 2:30 pm | Shared Refreshments: Evolution Training Participants + Interest Groups
2:30 - 4:30 pm Electric Transportation Interest Group
2:30 - 4:30 pm Retail Pricing Interest Group
4:30 - 5:30 pm PLMA Monday Meetup in the Valley Overlook All Interest Groups and Training participants are welcome to attend this casual networking meetup to celebrate the day's learnings and the conference sessions ahead!
Sponsored by Cpower
6:00 - 8:00 pm Fall Board of Directors' Meeting Business meeting with working dinner for PLMA's Board Members and At-Large Representatives listed at www.peakload.org/Leadership.
8:00 - 10:00 pm Welcome Reception at the Arizona Science Center Join us for great networking and refreshing drinks in a unique and fascinating Phoenix landmark! Open to all conference attendees at no additional cost, compliments of the PLMA members. If you're not yet a PLMA member, we hope you'll come and join us and see what you've been missing!
Sponsored by Franklin Energy
7:30 - 9:00 am | Breakfast in the Sponsor Lounge
Sponsored by EFI
Opening Session
Chair Christine Riker Senior Director, Distributed Energy Resources Energy Solutions
9:00 - 9:20 am Opening Remarks from the Chair
Richard Barone President Get Smart, LLC
9:20 - 9:30 am Welcoming Remarks
Bruce Brazis Account Executive Arizona Public Service
9:30 - 10:00 am Keynote Address
Jacob Tetlow Executive Vice President Arizona Public Service
10:00 - 10:30 am | Refreshment Break in the Sponsor Lounge
General Session 2
Co-Chair Troy Eichenberger Tennessee Valley Authority
Co-Chair Olivia Patterson Opinion Dynamics
Sponsored by EnergyHub
10:30 am - 12:00 pm The "C" Suite: Load Management and Decarbonization This panel explores the convergence of load management with decarbonization. Topics include PLMA’s decarbonization through load management initiative, E-Source’s assessment of MISO’s DR programs, RMI’s new VPP initiative, and WattTime’s work measuring the carbon intensity of the grid. Read Full Description >
Moderator Richard Barone President Get Smart, LLC
Dave Alspector Director Tierra Resource Consulting
1:30 - 2:15 pm Passive or Active Load Management? Insights From EV Charging Test Cases Using Both Technology Approaches at Southern Company Southern Company’s pilot programs tested both passive behavioral and active control to curtail EV charging during DR events using a geo-targeted approach. Learn about the qualitative considerations for each technology, including regulatory implications, customer engagement, and financial incentives. Read Full Description >
Kevin Boyd Senior Research Engineer Southern Company
Caitlin Hillard Marketing Programs Manager Alabama Power Company
Brooke Williams Sustainability R&D Southern Company
Joseph Vellone Head of North America ev.energy
Joe Stilin U.S. Commercial Projects Manager ev.energy
2:15 - 3:00 pm Taking Action on EVs: Best Practices From Existing Utility Programs National Grid and SRP have pioneered different approaches to EV management. SRP launched a residential managed-charging program with EVSEs. National Grid, which will share its 3rd party evaluation results, manages EV OEMs directly. Which solution works best, and how should utility goals be balanced with customer comfort, incentives, and program satisfaction? Read Full Description >
Eamonn Urey Product Manager Salt River Project
Paul Wassink DER Program Manager National Grid
Kevin Schwain Senior Director, Electric Vehicles EnergyHub
3:00 - 3:30 pm | Refreshment Break in the Sponsor Lounge
General Session 4
Co-Chair Ruth Kiselewich ICF
Co-Chair Justin Chamberlain CPS Energy
3:30 - 4:00 pm Enabling DERs with Transactive Energy Tariffs SCE explains the objectives, design, and lessons learned from its transactive-energy- based Dynamic Rates pilot and offers an update from its summer 2022 pilot. Plus, an overview of the California Public Utility Commission’s (CPUC) UNIDE CalFUSE concept provides a roadmap on ways that customer electric end-uses and DERs can serve as grid interactive resources when they receive these new pricing signals. Read Full Description >
Mark Martinez Senior Portfolio Manager, Emerging Markets & Technology Southern California Edison
4:00 - 4:30 pm Maximizing the Value of Residential DER through Wholesale Market Participation As MWs of customer-sourced flexibility scale and FERC 2222 plans materialize, wholesale market opportunities are emerging via customer-owned DERs aggregated from utility programs. Learn about APS’s experience enabling DER market participation, plus the work done by a group of EIM utilities to build and scale DER resources while keeping customers happy. Read Full Description >
Moderator Brady Klein Sr Manager, Market Development EnergyHub
Elizabeth Goodman Manager, Market Strategy, Policy and Support Arizona Public Service
Jay Delaney Supv, Customer Tech Product Dev + Strategy Arizona Public Service
4:30 - 5:00 pm Sponsor Showcase Lightning Round In this 30-minute session you will hear from several of our sponsors about the essence of their solutions. Our Co-Chairs have vetted the presentations and helped the sponsors get their key messages compressed down to 3 minutes. This is not a marketing pitch, but a statement from the sponsors on specific examples of how they deliver value and results to the market.
5:00 - 6:30 pm | Networking Reception in the Sponsor Lounge
Sponsored by Copper Labs
8:00 - 10:00 pm | PLMA's Evening at the Oasis Join PLMA for some casual music, games, and fun!
Sponsored by Resideo
8:00 - 9:00 am | Breakfast in the Sponsor Lounge
Sponsored by Eaton
Track A Water Heater Programs
Co-Chair Allison Hamilton NRECA
Co-Chair Rich Hasselman GDS Associates
9:00 – 10:00 am
Lessons Learned from Water Heater Demand Response Programs Grid-interactive efficient heat pump water heaters (HPWHs) can play a major role in electricity decarbonization by avoiding operation during times of critical grid stress and by absorbing mid-day solar load. Learn about the development and launch of water heater load-shifting initiatives, including hurdles, preliminary lessons learned, and results to date. Read Full Description >
Rebecca Brisson Product Manager Portland General Electric
Christine Riker Sr. Director, DER Energy Solutions
Brenda Chew Director of Product Management Virtual Peaker
Track B Smart Thermostats
Co-Chair Debyani Ghosh Guidehouse
Co-Chair Michael Smith National Grid
9:00 – 10:00 am
How We Learned to Stop Worrying and Love Complexity Learn about APS’ and its partners’ process for increasing customer enrollment in its residential smart thermostat DR program, APS Cool Rewards, while also building a resource that helps APS meet its Clean Energy Commitment. Read Full Description >
Renee Guillory Innovation Advisor Arizona Public Service
Bruce Brazis Account Executive Arizona Public Service
Lori Rogers Comms. Consultant Arizona Public Service
Brian Hickey Vice President of Operations Threshold
Tyson Brown Manager, Strategic Partnerships Google/Nest
Kari Binley Senior Manager, Energy Partnerships ecobee
David Holland Sr. Manager, Business Development Resideo
Track C Emergency Programs
Sponsored by Cpower
Co-Chair Chris Ashley EnergyHub
Co-Chair Michael Brown Manager of DSM Services Berkshire Hathaway, NV Energy
9:00 – 10:00 am
Standing Up California’s Largest Residential DR Program in 4 Months Following 2020’s rotating outages, California’s PUC authorized new DR programs, including the Emergency Load Reduction Program (ELRP) which will operate through 2025. In 2022, the CA PUC expanded ELRP to include a residential behavioral DR response program, resulting in Power Saver Rewards, an IOU-vendor collaboration. Read Full Description >
Kathryn Smith Senior Prgm. Advisor San Diego Gas & Electric
Randy Robinson Jr. Senior Product Mgr. Southern California Edison
Wendy Brummer Program Manager Pacific Gas & Electric
Beth Reid CEO Olivine, Inc.
Track A
10:00 - 10:30 am
How APS, TEP and Shifted Energy are Using Grid-Interactive Water Heaters in Multi-family Buildings to Help Arizona Residents Take Advantage of Time-of-Use Rates TEP and APS are leveraging grid interactive water heater (GIWH) controls and software from Shifted Energy to evaluate the potential time-of-use bill savings for multi-family dwellers and to provide asset monitoring and maintenance alerts to property managers. Read Full Description >
John Phillip Energy Efficiency Analyst II Tucson Electric Power
Trevor Swanson Program Manager Arizona Public Service
Susan Regan Program Director DNV
Olin Lagon Co-Founder and CTO Shifted Energy
Track B
10:00 - 10:30 am
Using Thermostats for Daily Automated TOU Response and Event Based Response PG&E recruited over 12,000 sites for a randomized control trial that evaluated Nest, Ecobee, and Emerson thermostats for their ability to deliver event-based response and daily automated response to TOU rates. Read Full Description >
Josh Bode Partner & Principal Demand Side Analytics
Wendy Brummer Program Manager Pacific Gas & Electric
Track C
10:00 - 10:30 am
Beat The Heat During San Antonio’s hottest summer on record, CPS Energy engaged its community to conserve energy and distinguish between grid emergencies and summer peak days using color-coded “Beat the Heat” notifications. These notifications guided customer conservation and helped avoid a grid emergency. This system will also expanded for winter use. Read Full Description >
Kelly Kuhle Director of Marketing CPS Energy
Justin Chamberlain Mgr. of Demand Response and Energy Efficiency CPS Energy
10:30 - 11:00 am | Refreshment Break in the Sponsor Lounge
Track D Local Load Management
Co-Chair Kari Binley ecobee
Co-Chair Kevin Knight Baltimore Gas & Electric
11:00 – 11:30 am
Managing Load Locationally: A Case Study of 'Managing Load to Support Constrained Substations' Locationally targeted LM addresses a defined system need while deferring, reducing, or eliminating the need to construct or upgrade distribution infrastructure. Learn about DTE Energy’s five-year pilot in which DERs will defer utility distribution system investments through the intentional targeting of EE, DR, and other DERs to specific constrained locations. Read Full Description >
Kevin Stewart Principal Marketing Specialist DTE Energy
Haider Khan Senior Director ICF
Track E Retail Pricing
Co-Chair Bruce Brazis Arizona Public Service
Co-Chair Joel Schofield Threshold Energy Solutions
11:00 – 11:30 am
Pricing as a Tool for Residential Load Management DTE Energy’s residential TOU pilot launched in spring 2021 with 15,000+ participants shows residential TOU rates incentivize reductions in system peaks without snapback, as customers respond by conserving load during peak hours. Learn about the impacts for the four treatment categories and key customer groups in both cooling and heating seasons, and how two enrollment strategies compared. Read Full Description >
Erin Day Assoc. Dir., Energy, Sustainability & Infrastructure Guidehouse
Neal Foley Director of Regulatory Affairs DTE Energy
Track F Electric Transportation
Sponsored by EnergyHub
Co-Chair Uros Simovic West Monroe Partners
Co-Chair Jenny Roehm Schneider Electric
11:00 – 11:30 am
Increasing Vehicle Electrification through Partnerships, Research, and Innovation Xcel Energy launched a Transportation Electrification Plan (TEP) that helps customers with EV adoption. Learn about Xcel’s Partnership, Research, and Innovation (PRI) program, a subset of the TEP, that encompasses V2X demonstrations, car share, paratransit, waste and recycling vehicles, and a system resiliency tool that determines distribution upgrades. Read Full Description >
Andre Gouin Business Technology Consultant Xcel Energy
Track D New Construction
11:30 am – 12:00 pm
Can Passive House Construction Shape Demand and Increase Grid Reliability? California’s new building energy code introduced a combo of EE and PV requirements to reduce household energy use by 53 percent from the previous code. Learn about the opportunities, barriers, and grid benefits of Passive House construction, and how these houses can lower energy demand, help shape load, and benefit grid reliability and resilience. Read Full Description >
Jordan Wilkerson VP of Technical Strategy Opinion Dynamics
Track E
11:30 am – 12:00 pm
Reaching and Engaging Diverse Customers With Innovative Rates Since 2020, Con Edison has enrolled 62K customers in its demand-rate Innovative Pricing Pilot from ethnically diverse Brooklyn, NY. Learn insights from the recruitment campaign which refined messaging to more effectively reach its audience and how this approach compared to previous campaigns, especially for customers in Experian Mosaic’s Cultural Connections segment. Read Full Description >
Chris Gallo Senior Planning Analyst Con Edison
Leigh Winterbottom Dir, Marketing + Comms ICF
Track F
11:30 am – 12:00 pm
First Glance A Lesson in Telematics: Summer 2022 EV DR Events in Connecticut This past summer, Eversource Connecticut implemented a combined EV DR offering in which both telematics and hardware-based controls were included in peak demand events. Learn about the program design, recruitment efforts, event opt-out rates, kw curtailed, charging load shapes, and lessons learned. Read Full Description >
Amy Findlay Mgr., Demand Response & Managed EV Charging Eversource
Katie Parkinson VP of Utility Services Rolling Energy Resources
12:00 - 1:30 pm | Lunch in the Sponsor Lounge 1:30 pm | Sponsor Lounge Closes
Closing General Session
Co-Chair Eric Van Orden Director of Sales Virtual Peaker
Co-Chair Richard Barone President Get Smart, LLC
1:30 – 2:30 pm FERC 2222 Series — Bringing It Back Home: What Does FERC 2222 Mean for PLMA Members? Summarizing PLMA’s popular four-webinar FERC 2222 series from this past summer, learn more about the perspectives of utilities, consultants, vendors, and wholesale market professionals. This discussion will help distill and interpret all of the series’ learnings and will offer insights on how FERC 2222 will continue to impact PLMA audiences. Read Full Description >
Richard Barone President Get Smart, LLC
Michael Brown Manager of DSM Services Berkshire Hathaway, NV Energy
Patty Cook SVP, Clean Energy Solutions ICF
John Powers CEO Extensible Energy
Andy Taylor Manager, Products and Services Duke Energy
Jill Powers DR & DER Sector Manager CAISO
2:30 pm Welcome to Memphis for the 47th Conference!
Troy Eichenberger Senior Program Manager Tennessee Valley Authority
2:40 pm Closing Remarks
Robin Maslowski Director Guidehouse
2:45 pm | Ice Cream Social
Sponsored by OpenADR
3:15 - 5:00 pm ULME
Wednesday, Nov. 16, 2022, 3:00 – 5:00 pm and Thursday, Nov. 17, 2022, 8:00 am – 4:00 pm (Open to Utility Representatives Only, Registration Required)
Wednesday, November 16
3:00 – 5:00 pm
Utility Load Management Exchange Spring 2022 Meeting
6:00 – 8:00 pm
Utility Load Management Exchange Fall 2022 Meeting Networking Dinner at Pedal Haus
Thursday, November 17
8:00 am – 4:00 pm
Utility Load Management Exchange Spring 2022 Meeting (includes breakfast and lunch)
Conference Co-Chair
Conference Co-Chair
Conference Co-Chair
Chair Christine Riker
Richard Barone
Jacob Tetlow
Co-Chair Troy Eichenberger
Co-Chair Olivia Patterson
Dave Alspector
Amy Schmidt
Mark Dyson
Chiel Borenstein
Co-Chair Laurie Duhan
Co-Chair Robin Maslowski
Kevin Boyd
Caitlin Hillard
Brooke Williams
Joseph Vellone
Joe Stilin
Paul Wassink
Kevin Schwain
Co-Chair Ruth Kiselewich
Co-Chair Justin Chamberlain
Mark Martinez
Moderator Brady Klein
Elizabeth Goodman
Jay Delaney
Co-Chair Allison Hamilton
Co-Chair Rich Hasselman
Rebecca Brisson
Brenda Chew
Co-Chair Debyani Ghosh
Co-Chair Michael Smith
Renee Guillory
Lori Rogers
Kate Merson
Jessie Guest
Iain Shovelin
Brian Hickey
Tyson Brown
Kari Binley
David Holland
Co-Chair Chris Ashley
Co-Chair Michael Brown
Kathryn Smith
Randy Robinson Jr.
Wendy Brummer
Beth Reid
John Phillip
Trevor Swanson
Susan Regan
Olin Lagon
Josh Bode
Kelly Kuhle
Co-Chair Kevin Knight
Kevin Stewart
Haider Khan
Co-Chair Joel Schofield
Erin Day
Neal Foley
Co-Chair Uros Simovic
Co-Chair Jenny Roehm
Andre Gouin
Jordan Wilkerson
Chris Gallo
Leigh Winterbottom
Amy Findlay
Katie Parkinson
Co-Chair Eric Van Orden
Patty Cook
John Powers
Andy Taylor
Jill Powers