Pre-conference workshop day

Main Conference Day 1 | Main Conference Day 2

Monday, March 12, 2012
POWER UTILITY EDUCATION/PRE-CONFERENCE WORKSHOP DAY

9:00 AM Registration Open/Morning Coffee
ABOUT THE WORKSHOPS:
Every utility is at some point in the lifecycle of moving to the smart grid and thinking about how to kick off the next phase of their rollout plan. This portion of the conference features content that is divided into tracks depending on which phase your utility is experiencing. Attendees will leave each workshop with a written, customized action plan for accomplishing that particular phase of their utility’s deployment.
Workshop I:
This workshop is for those utilities considering smart meter installation. The workshop will focus on how to garner both internal and external support for building a business case in favor of smart meters.
Workshop II:
Once approval to install smart meters has been obtained, the next steps include figuring out the meter brand to purchase, the software application integration, wireless carrier, etc. This workshop will provide information on how to best manage the RFP process and find the ideal vendor and installer when you are making key buying decisions.
Workshop III:
Attendees of this workshop have already made their smart metering buying decisions. Now it’s time to deploy the smart meter plan. That takes man hours, new staff and training on use of the new equipment. Discover best ways to implement a utility’s deployment plan and integrate network and software applications for collection of data from the smart meter.
Workshop IV:
This workshop applies to every phase of smart metering whether you are seeking customer support for smart meters, encouraging customers to save energy or leveraging the new data for new products and services. Customer engagement across the lifecycle – product development, pricing, segmentation, media, channels – is the key to successfully managing these
changing dynamics.
ROLL UP YOUR SLEEVES & PUT ON YOUR THINKING CAPS
10:00 AM-10:45 AM Workshop I: Building a Solid Business Case

Proving ROI with Case Studies of Success

  • Increased Accuracy
  • Cost savings for the utility and the customer
  • Faster response to service interruption
  • Ways to use the data collected to everyone’s advantage
  • Best ways to gain your utility’s return on investment

Warren Causey , VP Strategy, Research & Advisory, Five Point Partners, LLC

10:00 AM-10:45 AM Workshop II: Managing the RFP Process

Deploying the RFP

  • Getting the word out: Ensuring the best vendors are participating in your RFP process
  • Manage expectations: How long should you give vendors?
  • How much company information should you share?
  • Turnaround time/setting deadlines for collection of RFPs

Greg Johnson, President, Katama Technologies, Inc.
10:00 AM-10:45 AM Workshop III: Implementing Your Smart Meter Deployment Plan

Business Process Design

  • Creating a realistic deployment schedule
  • Working within your budget
  • Making sure your equipment suppliers deliver what they promise
  • Properly staffing each phase of deployment

John Cooper, Electricity and Broadband Innovator, Co-Author, The Advanced Smart Grid
10:00 AM-10:45 AM Workshop IV: Engaging Customers Across Their Lifecycle

Core Principles for Success

  • Key elements to a successful CLM program
  • Product Marketing – are we developing the right offers and media mix?
  • Sales – Using the r ight channels?
  • Provisioning and Installation – Ready to
    move beyond the meter?
  • Support and Care – New operational
    models?

Matthew Dinsmore , Energy & Clean Tech Practice Lead, Altman Vilandrie & Company

Shruti Joshi, Principal, Altman Vilandrie & Company
10:45 AM-11:00 AM Morning Networking Break
PRACTICAL/INTERACTIVE SESSIONS
11:00 AM-12:30 PM Workshop I: Building a Solid Business Case

Plugging in the Numbers

  • Learn how to economically show a strong business case for deploying AMI and smart meter system
  • Where to find the stats you need and how to display them in a convincing, easy-to-read table
  • Create a realistic timeline for garnering internal company support

Chad Hamilton, VP, Five Point Partners, LLC
11:00 AM-12:30 PM Workshop II: Managing the RFP Process

Who Will Participate in Your RFP?

  • Selecting the right smart meter – equipment differences
  • Next steps: Establishing a communications infrastructure with the newly installed meters
  • Managing the data collected: MDM systems
  • Storage is always an issue: Should your utility be on the Cloud?
  • Who/What you should look for while at Metering America

Greg Johnson, President, Katama Technologies, Inc.
11:00 AM-12:30 PM Workshop III: Implementing Your Smart Meter Deployment Plan

How to Handle the Unexpected

  • How to get things back on schedule
  • Over budget? Where should you cut back?
  • Communication gaps between the meter and the utility: Sourcing the problem
  • Staffing issues that can develop

John Cooper, Electricity and Broadband Innovator, Co-Author, The Advanced Smart Grid
11:00 AM-12:30 PM Workshop IV: Engaging Customers Across Their Lifecycle

Segmentation – Leveraging Analytics to Understand Your Customers

  • Customer Lifetime Value – Quantifying the value of a customer
  • Media Strategy and Media Mix (i.e. social media, direct mail, town hall) – Where to
    spend your dollars?
  • Provisioning, Support and Care – What’s the right model for your utility?

Matthew Dinsmore , Energy & Clean Tech Practice Lead, Altman Vilandrie & Company

Shruti Joshi, Principal, Altman Vilandrie & Company
12:30 PM-1:55 PM Lunch
1:55 PM-2:00 PM

Tweet Up Contest

Using the power of Twitter, connect with conference attendees to solve the mystery phrase for a chance to win an iPad. Winner will be announced at the conclusion of
Monday’s Closing Keynote. Must be present to win.
2:00 PM-2:50 PM

Keynote Panel: Smart Meter Deployment – Lessons Learned

Learn from the experience of utilities around the nation in their network and meter deployment. Find out what changed from their pilot program
to the actual deployment and the steps taken within:

  • Technology and integration
  • Vendor management
  • Customer communications and education
  • Data management
  • Project Management

Moderator: Kevin Cornish, Executive Consultant, Enspiria Solutions
Panelists:
Dale Gant, Manager Meter Services, Pepco Holdings, Inc., ( PHI)
Glen Pritchard, Principal Engineer, Exelon/PECO and Smart Grid/AMI Strategy Lead, Exelon
Gary Smith, Program Director, NV Energy
DEMONSTRATIONS AND GROUP ACTIVITIES
3:00 PM-4:00 PM Workshop I: Building a Solid Business Case

Technical Scoping for Cost Analysis

  • Understanding the data collected
  • Plugging in the right data into the equation
  • Crunching the numbers-comparing “what if” scenarios
  • Manage expectations

Mayson Smith, Director, Five Point Partners, LLC
3:00 PM-4:00 PM Workshop II: Managing the RFP Process

Building An Accurate Timeline

  • Allocating time to install the smart meters: How much manpower hours should you estimate?
  • Equipment and staff for building the communications infrastructure
  • Understanding the types of MDM systems- what will work best for your utility?

Greg Johnson, President, Katama
Technologies, Inc.
3:00 PM-4:00 PM Workshop III: Implementing Your Smart Meter Deployment Plan

Change in the Rules

  • Crisis management: When deployment takes twice as long and time runs out
  • The money runs out: How to recoup your losses and finish the project
  • When more staff is needed to finish deployment: Where to find them, how to train them and get project back on target
  • How to handle customer backfire

John Cooper, Electricity and Broadband Innovator, Co-Author, The Advanced Smart Grid
3:00 PM-4:00 PM Workshop IV: Engaging Customers Across Their Lifecycle

How to Run a Town Hall Meeting

  • Invitations: Getting the word out via snail mail, social media, radio and TV
  • Setting goals for the meeting
  • Structuring the format of the meeting
  • Making sure your customers get value out of the meeting
  • Following up with those that participate

Risa Baron, Education Manager, San Diego Gas & Electric (SDG&E)
3:30 PM-4:00 PM Afternoon Networking Break
COMPLETING YOUR CUSTOMIZED DOCUMENTS
4:00 PM-4:45 PM Workshop I: Building a Solid Business Case


Finishing Your Action Plan

  • Time line: Set realistic deadlines for sign-off from management
  • Plan B: Tips for managing the red tape
  • Set Goals: Copy the success of already proven community support campaigns

Mayson Smith, Director, Five Point
Partners, LLC
Warren Causey , VP Strategy, Research & Advisory, Five Point Partners, LLC

Chad Hamilton, VP, Five Point Partners, LLC
4:00 PM-4:45 PM Workshop II: Managing the RFP Process

When You Get Back to the Office

  • Build your 30-90 day plan
  • Building a six-month plan
  • The year ahead

Greg Johnson, President, Katama
Technologies, Inc.
4:00 PM-4:45 PM Workshop III: Implementing Your Smart Meter Deployment Plan

Reality Check: Customizing Your Deployment Timeline

  • Examining your deployment timeline for your utility’s smart meter installation,
  • Understanding the timeline for building a communications infrastructure
  • Timeline for staffing for each phase of your rollout

John Cooper, Electricity and Broadband Innovator, Co-Author, The Advanced Smart Grid
4:00 PM-4:45 PM

Workshop IV: Engaging Customers Across Their Lifecycle

CLM Evaluation – How do we know we are doing
it right?

  • Key Metrics: Today and Going Forward
  • Deep dive – data vs. metrics
  • Intra and inter-industry benchmarking
  • What will your CLM model
    look like?

Matthew Dinsmore , Energy & Clean Tech Practice Lead, Altman Vilandrie & Company
Shruti Joshi, Principal, Altman Vilandrie & Company
5:00 PM-5:45 PM Keynote: The Advanced Smart Grid and the New Energy Paradigm

In his presentation, Mr. Carvallo will cover the genesis, evolution, and future of Smart Grids, the new energy paradigm, Smart Grid Architectures, Smart Grid design, Smart Metering design, Building2Grid design, Home2Grid design, Smart Grid standards, and the Smart Grid Ecosystem of vendors. His experiences draw from three books that he has co-authored and from his work and firsthand knowledge at Austin Energy, Pacific Gas & Electric, Southern California Edison, Baltimore Gas & Electric, Oncor, Centerpoint, American Electric Power, Consumers Energy, Duke Energy, Direct Energy, Reliant Energy and others.
Andres Carvallo, Co-Author, The Advanced Smart Grid
5:45 PM Tweet Up Contest Winners Announced