Opening Remarks from the Chair

Richard Barone Oracle

Welcome to Charlotte

Stacy Phillips Duke Energy Speaker Bio

Keynote Address

Harry Sideris Duke Energy Speaker Bio

What Will DR 4.0 Look Like?
In 2016, PLMA members created the “Evolution of DR” framework to help build a common understanding and language within the energy industry. They forecasted "DR 3.0" would be fully underway in 2023. Learn what’s next for DR/DER practitioners as we discuss whether the day of the "prosumer" has arrived, and where control is headed (at the grid’s edge, or centrally monitored).

Moderator Jenny Roehm Schneider Electric Speaker Bio	Richard Barone Oracle Speaker Bio	Robin Maslowski Guidehouse Speaker Bio
Michael Brown Berkshire Hathaway, NV Energy Speaker Bio	Erica Keating Southern California Edison Speaker Bio	Ross Malme Malme Energy Consulting Speaker Bio

Interest Group Updates
Hear about recent activities and plans from the PLMA Interest Groups: Connected Devices, Retail Pricing, Electric Transportation, Global Load Management, Customer Engagement, and Commercial & Industrial Load Flexibility.

Early Learnings on Advancing DERs with ADER in Texas
In 2022, the Texas PUC created an Aggregated Distributed Energy Resources Taskforce in response to calls for battery participation in ERCOT. This Taskforce is now reviewing 2023 proposals. We’ll learn about its findings which have been influenced by FERC 2222, and by the proliferation of batteries and battery storage systems. These findings also include important perspectives on program design, customer engagement, pricing structures, and decarbonization.

Moderator Tiffany Wu Chief of Staff for PUCT Commissioner Will McAdams Speaker Bio

Jason Ryan ADER TF Speaker Bio

J.T. Thompson Generac Grid Services Speaker Bio

Battery Arbitrage: Do Customers Optimize Battery Dispatch in the Presence of TOU Rates?
Learn about APS’ results combining residential batteries and TOU rates for maximum grid benefits. Together, these have created a 46% average reduction in on-peak usage (1.4 kW) for APS, and bill savings of up to $40 per month for customers. However, additional grid benefits remain untapped and could still be realized though more battery discharging incentives, and through programs that augment rate incentives.

Iain Shovelin Arizona Public Service Speaker Bio

Ari Kornelis Guidehouse Speaker Bio

Residential VPPs and Their Role in Utility Sponsored Programs
As the number of BTM resources grows, utilities seek aggregator relationships and additional DR programs. Learn from SDG&E and Swell, who’ve piloted hundreds of BTM residential battery systems, on how networking DERs into VPPs brings down customer costs and increases resilience while helping utilities manage demand. We’ll review lessons learned and best practices for program design, incentive structure, marketing, and more.

Mark Jensen San Diego Gas and Electric Speaker Bio

Steve Wheat Swell Energy Inc. Speaker Bio

PLMA Utility Members Share
Learn from PLMA’s utility members on current issues of concern within each of their organizations. The presenting utilities will each offer a 3-5 minute description of their scenario with the goals of enhancing utility awareness, improving the understanding of utility issues among all PLMA members, and setting the stage for future follow ups.

Sponsor Showcase Lightning Round
Hear from several PLMA sponsors about their solutions and what makes these worthy of consideration, all in a series of lightning-fast presentations! These are not marketing pitches but learning opportunities provided by Symposium sponsors on the specific ways they create value for the energy industry.