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
Mobile App Sponsored by Franklin Energy
AV Sponsored by Copper
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 SOLD OUT!!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
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 - 10:00 am Global Load Management Interest Group
This Winter in Europe and Its Implications for the U.S. Join us to learn about worldwide energy markets and the mitigation of expected European energy shortages this winter through extraordinary measures that include peak demand reductions and market revenue caps. Enrico Viale, a member of Italy-based Enel Group’s executive management team and current Head of Enel North America, will share his knowledge and perspective, and participate in a lively, interactive discussion of European and U.S. energy challenges, as well as future opportunities.Read Full Description >
Enrico Viale Special Guest Speaker Enel Group (Italy)
Michael Brown Berkshire Hathaway NV Energy
Scott Coe GridOptimize
Ross Malme Malme Energy Consulting
9:00 - 11:00 am Commercial & Industrial Load Flexibility Interest Group
Part 1 | Introductions: Interest Group Co-Chairs and Audience
Part 2 | Benchmarking Demand Flexibility in Grid-Interactive Efficient Buildings
Jingjing Liu Program Manager Lawrence Berkeley National Lab
Part 3 | Panel Discussion — C&I Load Flexibility Barriers and Opportunities Panel consisting of representatives from Utilities, Service Providers and Technology Vendors discuss the opportunities and challenges they see as they engage customers in Load Flexibility initiatives and programs.
10:00 - 11:00 am Customer Engagement Interest Group
How Much is Too Much? In this session, we’ll explore everyone’s favorite topic: email. Love it or hate it, it’s an integral part of communicating with customers. Knowing how many messages are needed to convert customers into enrolled participants is key, and so is knowing when to stop. In addition to frequency, we’ll discuss message testing and other media choices.
Vanessa Richter Oracle Energy and Water
Lenore Zeuthen Opinion Dynamics
Renee Guillory Innovation Advisor Arizona Public Service
Wendy Brummer Program Manager Pacific Gas & Electric
Brad Mantz Demand Response Manager San Diego Gas and Electric Company
11:00 am - 12:00 pm | Shared Lunch: Evolution Training Participants + Interest Groups
12:00 - 2:00 pm Connected Devices Interest Group
A Journey Toward DERMS: What Is It, Who’s On It, and What Does it Take to Get There? In this session, the Connected Devices Interest Group speaks first with the utilities about their progress on the DERMS journey, and then with vendors. This interactive discussion will include a Q&A discussion, as well as small-group breakouts in which we'll tackle various DERMS considerations such as regulations, programs, and roadblocks to adoption. Read Full Description >
Utility Panel: Representatives of Arizona Public Service, Dominion Energy and Austin Energy
Vendor Panel: Representatives from EnergyHub, Generac Grid Services, OATI, Resideo and TRC Companies
12:00 - 2:00 pm Lawrence Berkeley National Laboratory
Part 1 | Challenges and Opportunities for Integrating Energy Storage in Grid-interactive Efficient Buildings Read Full Description >
Moderator Cecilia Johnson Ph.D. Science and Technology Policy Fellow U.S. DOE Building Technology Office
Rich Brown Research Scientist Lawrence Berkeley National Lab
Jason MacDonald Principal Scientific Engineering Associate Lawrence Berkeley National Lab
Dave Erickson Director of Access and Distributed Resources New Hampshire Electric Cooperative
Courtney Blodgett Director of Strategy Edo Energy
Part 2 | Connected Communities: Scaling Grid-Interactive, Decarbonized Buildings Read Full Description >
Moderator Cindy Regnier FLEXLAB Executive Manager and Technology Leader Lawrence Berkeley National Lab
Cecilia Johnson Ph.D. Science and Technology Policy Fellow U.S. DOE Building Technology Office
Timothy Treadwell Manager, Customer Technology Department Portland General Electric
James Campbell Director of Innovation and Sustainability Policy PacifiCorp
Siva Sankaranarayanan Principal Technical Leader Electric Power Research Institute
2:00 - 2:30 pm | Shared Refreshments: Evolution Training Participants + Interest Groups
2:30 - 4:30 pm Electric Transportation Interest Group
Part 1 | Managing the EV Load Influx: SRP’s Multi-Pronged Approach The Salt River Project (SRP) is committed to enabling 500,000 electric vehicles (EVs) in its territory by 2035, meeting customers’ diverse charging needs while managing system impacts. SRP’s EV Flex Charge and EV Smart Charge pilots study the potential to manage grid impacts by incentivizing a total of 500 residential customers to allow SRP to adjust charging schedules or power levels during periods of high electric demand by leveraging their Level 2 chargers or via vehicle telematics. SRP will share pilot learnings to date and plans for the future of its managed charging programs, including demand response and expansion beyond the residential sector. Read Full Description >
Part 2 | City of Phoenix Transportation Electrification Action Plan and EV Programs In June of 2022, the Phoenix City Council voted to adopt the Transportation Electrification Action Plan (TEAP), which prepares the city for a future filled with more electric vehicles, charging infrastructure and e-mobility equity. The plan focuses on three main areas: prioritizing equity, accelerating public adoption of electric vehicles, and the city leading by example. This plan lays out the electric vehicle roadmap for Phoenix to get 280,000 electric vehicles on Phoenix roads by 2030. Read Full Description >
Karen J. Apple Electric Vehicle Program Manager City of Phoenix
Part 3 | Brainstorming Session
2:30 - 4:30 pm Retail Pricing Interest Group
Successful Strategies for Increasing Residential Customer Interest in Innovative Rate Plans Utilities are exploring different types of rate plans and payment options for residential customers, including TOU, pre-pay plans, and more. Still, it's unclear what consumers know and understand about these new offerings. Leveraging SECC's new market research plus lessons from the field from three different utilities, we'll focus on helping utilities develop optimal rate structures and craft effective messaging for their customers. We'll also explore consumer knowledge of rate structuring; what they believe impacts their bills; which aspects of their bills cause the most concern; how utilities are enticing and educating customers about new rates; and much more. Read Full Description >
Co-Host Jordan Folks Associate Director, Demand Flexibility Opinion Dynamics
Co-Host Maria Kretzing Director of Innovation & Product Management Bidgely
Nathan Shannon President and CEO Smart Energy Consumer Collaborative (SECC)
Brian Kurtz Manager Customer Satisfaction & Utility 2.0 PSEG LI
Erika Wasmund Principal Marketing Strategist Pacific Gas & Electric
Chris Gallo Sr. Pricing Analyst, Innovative Pricing Con Edison
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
5:30 - 6:15 pm Conference First Timers' Welcome! If this is your first PLMA Conference, join us for a fun opportunity to meet and get to know some fellow first timers!
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
7:30 - 9:00 am | Women in DM: Breakfast Connection (located at the Hightop Tables)
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: How Customers Can Play a Role in Balancing Clean, Reliable and Affordable Energy
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 The New Hampshire Electric Cooperative Transactive Energy Business Model Pilot NHEC has developed and is currently deploying a pilot program to test its Transactive Energy Rate, an hourly dynamic rate published the day ahead. Join us to learn about Transactive Energy Rates and their supporting software systems, pilot deployments of V2G chargers and batteries, plus the benefits NHEC members receive when they enroll devices such as batteries and EV chargers. Read Full Description >
Brian Callnan VP of Power Resources and Access New Hampshire Electric Cooperative, Inc.
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
Bruce Brazis Account Executive 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
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)