Smart Grid Implementation Summit


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IQPC’s Smart Grid Implementation Summit is a public & private sector forum for Utility, Government and Technology stakeholders in electric grid modernization to help understand the latest developments in this area, the necessary criteria to utilize the incentives under the 2009 Stimulus Package, and to learn how to build and present a business cases to regulators & other stakeholders.

Speakers include: Duke Energy, FERC, US Dept of Energy, National Grid, SEMPRA Energy, Pacific Gas & Electric Company an more!

For more information, visit us online at or follow us on twitter at

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Smart Grid Implementation Summit

  1. 1. Register by May 22nd to SAVE up to $798 Smart Grid August 17-19, 2009 WASHINGTON, DC Implementation The Industry “HOW TO” Event summit TM for Launching, Implementing and Operating Smart Grid Projects STAKEHOLDER DRIVEN Learn how to turn the economic opportunity of Smart Grid DIALOGUE among our into reality: distinguished panel of speakers including: Plan a Smart Grid Project Model for geographic, operational and efficiency assumptions in constructing your BUSINESS CASE Electric Power Utility Leverage regulatory incentives for smart grid pilots in your state and on the Companies: federal level Increase customer retention through smart grid pricing and service AUSTIN ENERGY NATIONAL GRID Fund a Smart Grid Project SEMPRA ENERGY Weigh costs and advantages of market pricing schemes for smart grid: PEPCO HOLDINGS INC. hourly pricing, peak time rebate and critical time pricing PACIFIC GAS & ELECTRIC COMPANY Quantify expenditures from fuel, technology deployment, workforce training and the costs savings of load reduction, efficiency and deferred DUKE ENERGY asset build-out for traditional electric operations Run a Smart Grid Project State and Federal Integrate smart grid technology with internal infrastructure to reduce Policymakers: interference with operations Integrate distributed energy resources and reduce emissions U.S. DEPARTMENT OF ENERGY Serve load pockets without building expensive new power lines NATIONAL INSTITUTE FOR STANDARDS AND Understand standards for implementing and operating smart grid TECHNOLOGY technology FEDERAL ENERGY REGULATORY COMMISSION DC PUBLIC SERVICES COMMISSION Chase Stimulus Dollars Ensure that your proposal for stimulus money is highlighting the specific requirements of the federal criteria for funding grants Smart Grid Technology Engage with the federal programs for energy efficiency and renewable energy and target the available financing Companies: Gain perspective on the federal coordination efforts for interoperability and DELOITTE SERVICES LP communication standards development GE ENERGY TRANSMISSION AND DISTRIBUTION Media Partners: mPHASE TECHNOLOGIES HORIZON ENERGY GROUP • 1-800-882-8684
  2. 2. Smart Grid August 17-19, 2009 WASHINGTON, DC Implementation The Industry “HOW TO” Event summit TM for Launching, Implementing and Operating Smart Grid Projects Dear Colleague, WHO WILL ATTEND: It is rare that a utility company has not at least considered the moderniz ation of its grid and the deployment of smart grid tech CFOs, CIOs, SVPs, VPs, Directors and nologies. Continually growing dem and for electricity, old infrastructure, ageing workforce and Managers responsible for: imperatives for carbon reduction are pressuring utilities to reconsider the current busin Smart Grid and AMR/AMI/MDM ess model. However, does a functiona • l business model for smart grid truly exist? Wha Metering t is the realistic effect of smart grid technology on improving operations, reliability, custo mer retention and asset utilization Distribution Operations ? • The promise of smart grid is clear Distribution Automation • to all the stakeholders: more effec tive energy transmission, cleaner energy and empowering customers to monitor Distributed Generation • their own demand and contribute self-generated resources back into the grid. To realize these promises, you need Asset Management to construct a business case for smar • t grid, quantifying all costs and bene fits and indentify technology partners to build out and Demand Response manage your smart grid. Additiona • lly, you need to train your workforce to operate the modernized grid, and then forecast Electric Operations and manage your • consumer behavior under a new tech nology and pricing paradigm. Addi tionally, you need to be aware of both the regulator Customer Service • y incentives and requirements that can either expand or constrain your business goals. Information Technology • Meter Data Management Taking place in Washington, DC from • August 17 – 19, the 2009 Smart Grid Implementation Summit will addr Smart Appliances ess these questions specifically throu • gh the actual experience of leading power utilit y companies deploying these prog rams. The event will bring together senior level executive s from electric power utility compani es, smart grid technology companies and policymak Sponsorship and Exhibition ers from state and federal governme nts to identify business models that work, IT depl oyment strategies, improvements Opportunities to policy framework and interoperable standards developm ent paths. Sponsorships and exhibits are excellent If you are in the process of developin g, refining and executing your busin opportunities for your company to ess plan, please take a few minutes to read through the agenda, and then visit our web showcase its products and services to site – I look forward to meeting you in Washing high-level, targeted decision-makers ton in August, at the most important meeting of the year for electric power industry. attending the Smart Grid Implementation Summit. IQPC and Energy IQ help Best regards, companies like yours achieve important your learning sales, marketing and branding objectives P . Maximize .S attending our by setting aside a limited number of event experience by sponsorships and exhibit spaces – all of rkshops! Se e interactive wo which are tailored to assist your gister today! Tatiana S. Diykova organization in creating a platform to page 3 and re Senior Conference Director maximize its exposure at the event. IQPC For more information on sponsoring or exhibiting at the Smart Grid Implementation Summit, please contact Mario Matulich at (212) 885-2719 or 2
  3. 3. Pre-Conference Workshops Monday, August 17, 2009 12:15 – 3:15 12:00 Registration for Workshop A. Lunch will be served. A Projecting the Economic Value of an Investment in Smart Grid and Building the Business Case Smart grid projects are capital intensive, impact different Quantifying societal benefits such as avoided generation • departments within the utility organization and affect the cost investment, reduction of a carbon footprint and assessing of energy and service levels for the end-users. This workshop intangible customer benefits will guide participants through steps required to perform an analytic assessment of the economic value of a smart grid How you will benefit: project before committing to actual deployment or before • Understand the choice of a project within the constraints of making a decision to scale up an existing Automated Metering limited finances and in situations where working capital Initiative. recovery is limited by the regulatory process • Avoid making common generic assumptions that may What will be covered: compromise the financial success of your project • Modeling assumptions present in regional variations such as • Identify sensitivities in your risk assessment and benchmark regional conditions of service reliability criteria, cost of against your industry peers building a new generation, information requirements for customers and tax laws Workshop Leader: Branko Terzic, Regulatory Policy • Estimating the timing and sequencing of benefits and costs Leader – Energy & Resources, Deloitte of a project 3:30-6:30 3:15 Registration for Workshop B B Integrating Smart Grid Analysis and Valuation into Utility Enterprise Business Planning Smart grid technology and smart grid projects are fairly new savings to the industry but accurate evaluation of smart grid Quantifying financial and operational implications of • performance and impact on existing assets and operations is renewables and distributed resources integration essential for utility business forecasting. This workshop will Capital planning and budgeting implications • guide participants how to execute business planning initiatives that account for these new and changing business How you will benefit: considerations. In this session, you will gain a clear approach • Enhance the robustness of your business case for properly integrating Smart Grid and business planning. • Plan and account for environmental compliance and sustainability What will be covered: • Monitor your project's performance and identify areas for • An analytic framework to determine business and operating corrective action model impacts of smart grid projects Accounting for reliability benefits, operating efficiencies and Workshop Leaders: Jere Jacobi, Partner, ScottMadden • and C. Scott Wilson, Partner, ScottMadden REGISTER ONLINE AT OR CALL US AT 1-800-882-8684 3
  4. 4. Main Conference Day One Tuesday, August 18, 2009 Implementing smart grid pilots in the urban areas • Registration & Coffee 7:30 Evaluating an opportunity to implement a microgrid • Chairperson’s Welcome and Opening Remarks 8:00 Patrick Hogan Senior Vice President of Network Strategy Keynote: Electric Dreams and Harsh Realities: 8:15 National Grid Meeting Future Utility Operating Challenges with Smart Grid and Leveraging the Morning Networking Break 10:30 Administration’s Support for Energy Efficiency Double Session with Roundtable Discussion: Smart grid technology is hailed as the “silver bullet” to address 11:00 Building Smart Grid - Internal and External electric utility challenges of the ageing infrastructure and the Business Case to Gain Support for a Smart Grid regulatory requirements for clean energy. As the financial provisions Project from Utility Leadership and Public of the 2009 American Recovery and Reinvestment Act encourage Utility Commissions and support smart grid demonstration projects in all areas of the country, what are the implications for the electric power industry in Part One: Case Study Presentation forecasting operations and profits for the next 5 years and what is First and foremost, a smart grid project is an IT extensive exercise the potential to realize the promises of this new technology? which requires a utility to make decisions on the technology side Learn how to: while streamlining cash to be able to invest in metering and • Position your company in the framework of technology sensoring equipment. Given the plethora of existing options and solution providers and regulators to find opportunities to models for smart grid, what is the structure of a business case optimize electricity transmission and generate power savings for smart grid that includes the technology vision, planning, • Examine the future in new and innovative smart grid development and operations across the entire enterprise? How technology products does an internal business case for utility leadership differ from an • Identify which project areas of smart grid stand to gain the most external business case for regulators? from interoperable standards Learn how to: • Access government funded financial incentives and provide • Project operational efficiencies obtained through principal sector resources benefits of smart grid Adam Grosser • Analyze costs and functionalities of multiple technology options General Partner • Prepare economic projections to support regulatory cost- Foundation Capital recovery proposals to state regulators • Conduct a preliminary value assessment for the installation of Foundation Capital is one of the foremost venture capital investors smart grid and its supporting IT network and infrastructure and experts in the clean-tech industry, having invested $150 Part Two: Peer to Peer Roundtable Discussion million in green companies since 2003. Most recently, the firm was selected to be a partner to the U.S. Department of Energy’s Session attendees will break up into small groups for in-depth Entrepreneur in Residence program, which aimed to develop new discussions focusing on benchmarking key metrics, ROI and clean-energy technologies. Foundation Capital looking at the governance structures power of the electric network and at applications that can be Andres Carvallo layered on top of the existing networking infrastructure, including CIO demand response and energy portals for end users that would let Austin Energy them see the energy they are using real time. Networking Lunch 12:30 Double Session with Roundtable Discussion: 9:00 Identifying an Opportunity for a Smart Grid Cost Benefit Analysis of a Smart Grid Project - 1:30 Project and Determining its Scope How to Finance Capital Expenditures and Project the Scalability of Smart Metering Part One: Case Study Presentation Given the need of capital expenditure outlay within a regulated rate The fundamental challenge of implementing a smart grid project is structure, are smart grid projects commercially viable? Utilities take cost. Less than 5% of the U.S. population is wired to smart grid, different paths to creating a smart grid pilot, primarily in mostly through smart grid pilots. Replacing hundreds of millions of accordance with regulatory and business drivers that differ across meters and wiring is expensive and consumers may be unwilling to states and regions. What is the strategy to perform an analytic bear costs for smart meter equipment and installation passed on assessment that incorporates new technology and business models through rate increases. However, the smart grid’s promise of energy on top of the existing assets and operations? efficiency and cost savings was the driver for SEMPRA Utilities in Learn how to: structuring their pilot project. • Apply an analytic framework to assess strengths and weaknesses Learn how to: of project partners in the technology and in public sectors • Assess fixed costs of a smart grid project such as investment in • Evaluate different geographic locations for the project deployment infrastructure, technology and personnel training • Review the opportunities and imperatives provided by the local • Project variable operating costs for the duration of pilot life regulatory framework (federal, state and local) • Quantify benefits of the project in terms of fuel expenditure, load • Decide on project phases: from AMI to HAN reduction, and implications for workforce such as meter readers • Analyze data from the pilot for next stages of the project Part Two: Peer to Peer Roundtable Discussion Session attendees will break up into small groups for in-depth Terry Mohn discussions around the following topics brought out in the Technology Strategies and Enterprise Architect main session: SEMPRA Utilities • Strategies to engage public sector stakeholders to gain support for smart grid pilots REGISTER ONLINE AT OR CALL US AT 1-800-882-8684 4
  5. 5. Day One continued... Afternoon Networking Break Double Session with Roundtable Discussion: 3:45 2:15 Leveraging Technology for Demand Response Panel Discussion: The View from Washington: Electric Delivery Systems and Improved 4:15 Regulatory and Policy Directions and Impacts Customer Service and Care As stated in Title XIII of the Energy Independency and Security Act of Part One: Case Study Presentation 2007, it is the policy of the United States to support modernization Deployment of demand response technologies will improve of the Nation’s electricity transmission and distribution system. The energy choice and control available to consumers. In-home pre- American Recovery and Reinvestment Act of 2009 provides Federal cooling, ‘smart' thermostats, and the usage of hybrid vehicles are funding to assist in accelerating modernization of the nation’s all technical tools that incorporate the real-time knowledge and electricity grid to create a Smart Grid. This session will address intuitive technology necessary for consumers and businesses to opportunities to receive Federal funding for Smart Grid and the manage their electricity spend and usage proactively and initiatives of the Federal Smart Grid Task Force, including: effectively, while actively participating in the conservation effort. • Process and criteria for receiving Federal funding under the The integration of demand response technologies with AMI will American Recovery and ReInvestment Act serve as the focus for the deployment of a smart grid. • Leveraging other funding available from the Department of Energy • Opportunities to engage with the Federal Smart Grid Task Force PEPCO will share its vision of a smart grid and how to deploy on issues of concern to the electric power industry technology in the customer home and across the entire • Opportunities for the electric power industry to inform the distribution and transmission system in an integrated manor will workings of the agencies comprising the Federal Smart Grid Task provide the maximum benefits for the customer, the environment Force and the company. It will also discuss how information gleaned Panelists are members of the Federal Smart Grid Task Force, from an intelligent grid enables utilities to provide smarter, faster including: and more proactive service to its customers through more Dan Ton effective customer care, customer management and improved Systems Integration Team Lead, Office of Energy Efficiency customer information systems. and Renewable Energy Introduction by: U.S. Department of Energy Grace Hu EXTENDED Q&A WITH Steve Bossart THE AUDIENCE Chief Economist Senior Manager and Technical DC Public Services Commission Advisor, National Energy Technologies Laboratory Part Two: Peer to Peer Roundtable Discussion U.S. Department of Energy Session attendees will break up into small groups for in-depth discussions focusing on: Close of Day One 5:15 • Forecasting and managing consumer behavior • Workforce training programs • Customer service management for smart grid William Gausman Senior Vice President for Asset Management and Planning Pepco Holdings Inc. Main Conference Day Two Wednesday, August 19, 2009 Communications Registration & Coffee • 7:30 Batteries and renewable energy storage • Chairperson’s Opening Remarks 8:00 Moderator: Branko Terzic Thought Leadership Panel Discussion: The 8:15 Regulatory Policy Leader – Energy & Resources Future of Smart Grid Technology Deloitte Although basic technologies that would enable an intelligent Panelists include: power grid are available today, visionary companies are Bob Gilligan, developing solutions for the future challenges of a modernized Vice President electric grid system. This session will highlight some of the GE Energy Transmission and Distribution cutting-edge technologies that are preparing for the full scale deployment of smart grid initiatives surrounding the following Ronald A. Dorando EXTENDED Q&A WITH topic areas: CEO THE AUDIENCE • Infrastructure mPhase Technologies • Metering REGISTER ONLINE AT OR CALL US AT 1-800-882-8684 5
  6. 6. Day Two continued... metering project to a more sophisticated structure monitoring and Interoperable Technology Standards Roadmap 9:15 controlling the flow of electricity. Emerging technologies are At the national level, standards are needed so that innovations can allowing new techniques for improved grid control and interact seamlessly. The National Institute of Standards and managements but are also significantly increasing the data Technology, part of the Commerce Department, is expected to throughput. As systems grow more complex and data flow present only a rough framework by the summer. But what forms do increases by volumes, control centers need new tools and processes standards take? How do they achieve wide adoption? Can we have to help operators perform critical tasks and make quick, accurate one standard that ensures full interoperability? Do they make us decisions. How does a power company scale up its deployment of more vulnerable to cyber security and privacy attacks? What about smart grid? In this session, learn from PG&E’s experience how to: legacy systems or stifling future innovation issues? Learn about the • Measure benefits to customers from operations to achieve efforts of the utility industry and regulatory bodies such as FERC and regulatory approval of the upgrade case NIST to collectively address interoperability challenges through: • Implement a decision making framework for selecting technology • The Gridwise Architecture Council partners for installation of a home area network, including • Open Smart Grid Subcommittee of the Utility Communications deciding on investment in different proprietary standards Architecture International Users Group • Achieve customer buy-in and participation in the program • The provisions of the 2007 Energy Independence and Security Act through financial incentives and public education programs Dr. David Wollman Andrew Tang Chief of Quantum Electric Metrology Division Senior Director Smart Energy Web National Institute for Standards and Technology Pacific Gas & Electric Company Jaime Simler Deputy Director, Office of Energy Afternoon Networking Break 2:45 Market Regulation EXTENDED Q&A WITH Federal Energy Regulatory THE AUDIENCE Integrating Clean Energy into the Smart Grid 3:15 Commission The energy world is changing. Consumers’ interest is increasingly green and self-determining, grid complexities are increasing, and Morning Networking Break 10:15 the political landscape is shifting. While significant time and money today is focused on large wind plants, the massive change Public – Private Sector Working Groups: 10:45 challenging the roots of the electric system is really happening Triangulating Standards from the Perspective with distributed renewables. This is the disruptive arena for the of Utility Industry, Smart Grid Technology next 20 years driven by consumers and the greening of America. Companies and Policymakers This is the arena that requires significant intelligence in the grid In this interactive session you will break into small groups and and a new regulatory model. This session will explore: exchange with your utility peers, public sector stakeholders and • Nexus of clean energy and Smart Grid strategies smart grid technology companies industry needs, ideas and • Benefits of an integrated renewables Smart Grid initiatives for standards development and formulation implementation plan surrounding the following topics: • Lessons from those who have already embarked on this path • Cyber security Steve Pullins • Communications among regional market operators, utilities, President service providers and consumers Horizon Energy Group • Ensuring that the bulk power system operators have wide-area situational awareness with equipment that allows them to Quick Fire Session: 30 Ideas in 45 Minutes - 4:15 monitor and operate their systems Lessons for Private and Public Sector • Coordinating operation of the bulk power system with new Utility companies, public sector stakeholders and technology and emerging technologies for renewable resources, demand companies will break down the business models, technological resources, electricity storage and electric transportation systems innovations and policy activities that have had the greatest impact on their smart grid development initiatives. The panel will Networking Luncheon 12:15 also brainstorm next-steps and outline key takeaways for the conference participants. Case Study: Implementing a Smart Grid 1:15 Deployment Strategy Moderator: Duke Energy’s deployment plan for the Utility of the Future Steve Pullins project includes installation of smart meters and Panelists will provide their President top 6 tools for smart grid communications, system optimization correlating data to allow Horizon Energy Group implementation fine-tuning of voltages and reactive power and eventually Panelists include: microgrids. Learn how the company identified and resolved Andrew Tang operational, technical, and regulatory issues pertaining to Steve Bossart Senior Director Smart network infrastructure deployments, including: Senior Manager and Energy Web • Development and planning of the deployment strategy (and Technical Advisor, Pacific Gas & Electric Company overall design basis coordination) National Energy • Addressing the need to technical standards and selection of Technologies Laboratory Patrick Hogan technology partners U.S. Department of Senior Vice President of • Coordination of enterprise SmartGrid applications to deliver Energy Network Strategy system and customer benefits across all applicable jurisdictions National Grid Grace Hu A Representative of Chief Economist Bob Gilligan Duke Energy DC Public Services Vice President Commission GE Energy Transmission and Case Study: Utility-Technology Partnership on a 2:00 Distribution Smart Grid Project – from Implementation to Operational Process Management Currently, PG&E is deploying one of the largest smart meter Chairperson’s Closing Remarks and Close of 5:00 programs in the country and making a transition from a pure Conference REGISTER ONLINE AT OR CALL US AT 1-800-882-8684 6
  7. 7. Registration Information Qualified Utility Companies: Register by Register by Register by Register by Standard 5/22/09 6/5/09 6/19/09 7/17/09 Pricing (save $400) (save $300) (save $200) (save $100) Conference Only $1,199 $1,299 $1,399 $1,499 $1,599 All Access Pass (save $798) (save $698) (save $598) (save $498) (save $398) (Conference + 2 workshops) $1,899 $1,999 $2,099 $2,199 $2,299 Workshop(s) $549 each $549 each $549 each $549 each $549 each Government Officials & Commissions: All Others: Standard Register by Register by Standard Price 6/19/09 7/17/09 Price (save $600) (save $300) Conference Only $999 Conference Only $1,999 $2,299 $2,599 All Access Pass (save $598) All Access Pass (save $998) (save $698) (save $398) (Conference + 2 workshops) $1,499 (Conference + 2 workshops) $2,699 $2,999 $3,299 Workshop(s) $549 each Workshop(s) $549 each $549 each $549 each Please see the website at for an explanation of Utility companies, Government Officials & Commissions, and All Others Please note multiple discounts cannot be combined. About the Organizer: A $99 processing charge will be assessed to all registrations not accompanied by credit card payment at the time of registration. MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC * CT residents or people employed in the state of CT must add 6% sales tax. TEAM DISCOUNTS For information on team discounts, please contact IQPC Customer Service at 1-800-882-8684. Energy IQ, a division of IQPC, is dedicated to Only one discount may be applied per registrant. providing practical, detailed information through Special Discounts Available: A limited number of discounts are available for the non-profit sector, government organizations and academia. For more information, please contact customer service at conferences, training courses, webinars and our 1-800-882-8684. monthly e-newsletter. By providing accurate, Details for making payment via EFT or wire transfer: objective and up-to-date developments and trends JPMorgan Chase - Penton Learning Systems LLC dba IQPC: 957-097239 in various industries, Energy IQ enables ABA/Routing #: 021000021 organizations to remain competitive and profitable. Reference: Please include the name of the attendee(s) and the event number: 17505.001 Payment Policy: Payment is due in full at the time of registration and includes lunches, refreshment and detailed conference materials. Your registration will not be confirmed until payment is received and may be subject to cancellation. For IQPC’s Cancellation, Postponement and Substitution Policy, please visit Venue: Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1- The venue is to be announced. Please check the 800-882-8684 to discuss your specific needs. website at for updates ©2009 IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure and announcements. constitute a trademark of IQPC. Unauthorized reproduction will be actionable under the Lanham Act and common law principles. Media Partners: REGISTER ONLINE AT OR CALL US AT 1-800-882-8684 7
  8. 8. International Quality & Productivity Center REGISTRATION CARD 535 5th Avenue, 8th Floor New York, NY 10017 YES! Please register me for Smart Grid Implementation ❑ Main Conference summit ❑ All-Access Pass TM ❑ Workshop(s): ❑A ❑B See Page 7 for pricing details. Your customer registration code is: When registering, please provide the code above. Name__________________________________ Job Title ________________________ Organization____________________________________________________________ Approving Manager______________________________________________________ Address_______________________________________________________________ City__________________________________State______________Zip___________ Phone________________________________Fax_______________________________ 5 EASY WAYS TO REGISTER: E-mail__________________________________________________________________ ❑ Please keep me informed via email about this and other related events. Web: 1 ❑ Check enclosed for $_________ (Payable to IQPC) 2 Call: 1-800-882-8684 or 1-646-378-6026 ❑ Charge my __Amex __Visa __Mastercard __Diners Club Email: 3 Card #____________________________________Exp. Date___/___ Fax: 1-646-378-6025 4 5 Details for making payment via EFT or wire transfer can be found on Mail: IQPC preceding page. 535 5th Avenue, 8th Floor, New York, NY 10017 ❑ I cannot attend, but please keep me informed of all future events. 16938.002/D/AL Register by May 22nd to SAVE up to $798 Smart Grid August 17-19, 2009 WASHINGTON, DC Implementation The Industry “HOW TO” Event summit TM for Launching, Implementing and Operating Smart Grid Projects Learn how to turn the economic opportunity of Smart Grid into reality: Media Partners: Plan a Smart Grid Run a Smart • • Project Grid Project • 1-800-882-8684 Fund a Smart Grid Chase Stimulus • • Project Dollars