smart metering, networking and operations summit

Engage with your industry peers to build a NEW BUSINESSMODEL for smart grid projects, ensure that you are makingthe RIGHT INVESTMENT in technology and secure PUBLICSUPPORT for your AMI pilots by attending discussions on:

SMART GRID OPERATIONS – advanced grid observation, control, quality andreliability

GRID OPTIMIZATION – optimize the assets and resources (i.e. workforce andequipment)

DEMAND RESPONSE MANAGEMENT – retail, customer care, pricing options andcontrol, visibility into utilization

VALUE CHAIN INTEGRATION – enabling demand and supply management,distributed generation and load management

STRATEGY, MANAGEMENT AND REGULATORY – vision, planning, decisionmaking, strategy execution

MODERNIZED UTILITY ORGANIZATION & STRUCTURE – communications,culture, training

SMART TECHNOLOGY – information, engineering, integration of informationand operational technology, standards

Real life case studies from Investor Owned,Municipal and Co-opUtilities including:

www.scadasecuritysummit.com

Co-located with

• Austin Energy

• Centerpoint Energy

• Pacific Gas and Electric

• San Diego MunicipalUtility

• Oncor Energy

• Hydro One

• Salt River Project

• Pepco Holdings Inc.

The producers of Smart GridImplementation Summit present

Register byOctober 9th to

SAVE up to

$998

Networking andOperations Summit

www.smartmeteringsummit.com

SMART Metering

Operationalize AMI Projects, Manage CustomerInterface and Ensure a More Stable Grid

Date: December 7-9, 2009 • Location: Washington, DC Metro Area

Media Partners:

Sponsorship andExhibitionOpportunities

Sponsorships and exhibits areexcellent opportunities for yourcompany to showcase itsproducts and services to high-level decision-makers andbudget holders attending theSmart Metering Networking &Operations Summit. IQPC helpscompanies like yours achieveimportant sales, marketing andbranding objectives by settingaside a limited number of eventsponsorships and exhibit spaces– all of which are tailored toassist your organization increating a platform to maximizeits exposure at the event.

For more information onsponsoring or exhibiting at thisor upcoming events, pleasecontact Mario Matulich at (212) 885-2719 [email protected]

Who Will Attend:CFOs, CIOs, SVPs, VPs, Directors andManagers responsible for:

• Smart Grid and AMR/AMI/MDMMetering

• Distribution Operations

• Asset Management

• Demand Response

• Distributed Generation

• Electric Operations

• Customer Service

• Information Technology

• Meter Data Management

• Distribution Automation

• Distribution Generation

• Smart Appliances

Dear Colleague,

With federal funds being released for utility companies throughout thenation to upgrade transmission and distribution facilities to “smarter”technologies, companies are facing the very serious reality of designing andimplementing grid components. The Smart Metering Networking &Operations Summit is a practical forum for utility companies to cometogether and exchange best practices on how to implement a more stablegrid, from required components to recognition of realistic deadlines for thedeployment of advanced technologies.

The goals of energy efficiency, achieving sustainable energy targets, greatercontrol over energy consumption and revolutionary technology havecaptured public and media attention. However, the burden of making thesepromises a reality is on your shoulders. As you and your technology partnerscompete for DOE funding, you must focus on practical details of your AMIprojects. At the Smart Metering Networking & Operations Summit you will:• Discuss smart metering implementation challenges with your peers and“best in class” smart grid project managers from Austin Energy,Centerpoint Energy and Oncor Energy• Navigate a “technology roadmap” – reduce uncertainties about existingand emerging technology, understand standards interoperability, andprepare for extensive data management capabilities• Stay current on the developments in the smart grid space, especially inthe competing field of networking and communications

If you are in the process of developing, refining and executing your businessplan, please take a few minutes to read through the agenda, and then visitour website – www.smartmeteringsummit.com. I look forward to meetingyou in Washington in December, at the most important meeting of the yearfor electric power industry.

Best regards,

Tatiana S. DiykovaSenior Conference DirectorIQPC

2 Register now! www.smartmeteringsummit.com or 1-800-882-8684

P.S. Maximize your

learning experience by

attending ourinteractive workshops!

See page 3 and

register today!

Networking and Operations SummitSmart Metering Operationalize

AMI Projects, ManageCustomer Interface andEnsure a More Stable Grid


Register now! www.smartmeteringsummit.com or 1-800-882-86843

12:15 pm – 3:15 pm (Registration at 11:30 am)

Projecting the Economic Value of an Investment in Smart Grid and Building the Business Case

Smart grid projects are capital intensive, impact different departmentswithin the utility organization and affect the cost of energy andservice levels for the end-users. This workshop will guide participantsthrough steps required to perform an analytic assessment of theeconomic value of a smart grid project before committing to actualdeployment or before making a decision to scale up an existingAutomated Metering Initiative.

What will be covered:• Modeling assumptions present in regional variations such as

regional conditions of service reliability criteria, cost of building anew generation, information requirements for customers and taxlaws

• Estimating the timing and sequencing of benefits and costs of aproject

• Quantifying societal benefits such as avoided generationinvestment, reduction of a carbon footprint and assessingintangible customer benefits

How you will benefit:• Understand the choice of a project within the constraints of limited

finances and in situations where working capital recovery is limitedby the regulatory process

• Avoid making common generic assumptions that may compromisethe financial success of your project

• Identify sensitivities in your risk assessment and benchmark againstyour industry peers

Workshop Leader: Joseph Messick, Strategy and Operations, Deloitte

A

B 3:30 pm – 6:30 pm (Registration at 3:00 pm)

Integrating Smart Grid Analysis and Valuation into Utility Enterprise Business Planning

Smart grid technology and smart grid projects are fairly new to theindustry but accurate evaluation of smart grid performance andimpact on existing assets and operations is essential for utility businessforecasting. This workshop will guide participants how to executebusiness planning initiatives that account for these new and changingbusiness considerations. In this session, you will gain a clear approachfor properly integrating Smart Grid and business planning.

What will be covered:• An analytic framework to determine business and operating model

impacts of smart grid projects• Accounting for reliability benefits, operating efficiencies and savings• Quantifying financial and operational implications of renewables

and distributed resources integration• Capital planning and budgeting implications

How you will benefit:• Enhance the robustness of your business case • Plan and account for environmental compliance and sustainability• Monitor your project's performance and identify areas for corrective

action

Workshop Leaders: Jere Jacobi, Partner, ScottMadden C. Scott Wilson, Partner, ScottMadden

Media Partners:

Monday, December 7, 2009

Pre-Conference Workshops

7:30 Registration & Coffee

8:00 Chairperson’s Welcome and Opening Remarks

8:15 Keynote: Developing a Utility Business Modelto Promote Energy EfficiencyThe evolution from traditional electric delivery to a modernizedgrid fundamentally impacts the utility revenue generation model.Utilities are moving away from selling electricity on volume,focusing on advanced control systems and are rethinkingbusiness operations. In order to achieve these goals, structuralchanges and committed leadership need to pave way forovercoming asset management, financial, technological andworkforce challenges. Learn how Oncor identified obstacles toadoption of new technology, reinvented its relationship with itscustomers and prepared to respond to Texas energy efficiencydirectives. • Smart grid drives organizational changes (addressing aging

workforce, culture issues, etc)• Smart grid measures on balanced scorecard• Consistent leadership across LOBs• Adoption of matrix or overlay structure

Mark CarpenterVice President and CIOOncor Energy

9:00 GRID OPTIMIZATION through DATA

Leveraging Greater Access to Grid Data toImprove Critical Energy InfrastructureThe promises of a faster grid include better reliability, fastersystem recovery and a higher level of resilience as the systemmoves towards a self-healing grid. Making these promises a realityrequires strong management of data and incorporation ofinformation fuelled insights into grid operation. This sessionfocuses on how utilities are changing their business in the face ofnew technology and information. • Data flows end to end (i.e. customer to generation)• Predictive modelling and near real time simulation, analytics

drives optimization• Enterprise wide security to protect data, privacy

Ralph CarlsonRate and Pricing AdvisorSan Diego Municipal Utility

10:00 Morning Networking Break

10:45 GRID OPTIMIZATION through CONTROLS

Enhancing Operational Efficiencies for UtilitiesThrough “Smart Monitoring” for SystemReliability, Operational Efficiency and AssetUtilization and ProtectionIn the current push for overall grid efficiency, utilities look to gridoptimization to leverage digital control over the power delivery

network. The addition of sensor technology, communicationsinfrastructure and IT will help optimize the performance of grid inreal-time, improving reliability, efficiency and security. However,what are the key features to ensure system-wide visibility?• Real world aware systems: complex event processing, monitoring

and control• Leveraging advanced measurement technology to get more

precise readings of transmission flows throughout the grid• Isolating and responding to system issues automatically to

prevent cascading failures

Bob FrazierDirector of TechnologyCenterPoint Energy

11:30 UTILITY IT ROADMAP

Future Proofing Utility Systems ArchitectureUtilities must adequately understand and implement the systemsarchitecture and technical requirements necessary to support bothpresent AMI projects and future smart grid planning. In contrastto the historical paradigm of “one-off” improvements, smart gridnecessitates continuous upgrading. Therefore, it is imperative todevelop an underlying platform that will support futureapplications so that a future systems has full compatibility withthe systems being deployed today.• Security• Network management• Data management• Other core capabilities

John Heflin Baker, Jr., P.E.Chief Strategy OfficerAustin Energy

12:15 Networking Luncheon

1:15 UTILITY IT ROADMAP

Breaking through IT Silos Smart Grid efforts lag when utility departments work only withintheir own area and fail to collaborate with one another. The visionfor the Smart Grid becomes narrow rather than comprehensive.Ensuring that AMI system can properly communicate with meterdata management (MDM), customer care and billing systems (CIS)and outage management systems (OMS) is imperative to aproject’s success. To break through these barriers, utilities need tobe willing to try some new approaches. This session will examinefour solutions that can help utilities move Smart Grid projectsthrough existing bottlenecks: • Cultivating a cross-functional perspective• Developing a strong business case • Relying on open standards • Pacing investment and deployment

Pat HoganSenior Vice PresidentNational Grid


Tuesday, December 8, 2009

Main Conference Day One

2:15 METER DATA MANAGEMENT

Risk Management of the Enhanced InformationLoop Between Utilities and CustomersThe ongoing transformation of the electric grid introducesadditional system security issues, especially as it pertains to theflow of consumer information from home to control centers inutilities and then utilization of this information throughout theutility. Therefore, added layers of security standards, controls,policies and procedures are necessary to keep the control ofpower generation and keep transmission and distributionequipment robust and safe from unreliability and tampering.Security and risk management concerns must be addressed as ahigh priority. In this session, learn how to:• Identify threats and vulnerabilities in information flows • Achieve increased visibility at meter points through different

data capture techniques • Synthesize data into actionable intelligence and automated

decision-making

Mark FabroChief Security Scientist & Panelist for Subcommittee onEmerging Threats, Cybersecurity and Science and TechnologyDepartment of Homeland Security

3:00 Afternoon Networking Break

3:45 DEMAND RESPONSE MANAGEMENT

Double Session: Re-Imagining andRe-Engineering the Utility Relationship withConsumers through Deploying Technology inthe Home to Drive Changes in ConsumerBehavior

Part I. Case Study PresentationsThe twin goals of a smart grid vision is better informed consumers,taking an active role in managing their consumption of energy, andmore intelligent utilities, providing customers with completeinformation about energy use. However, a present challenge forutilities is education of consumers about this new approach toelectric consumption. The issue becomes particularly pressing whenthe actuality of incorporating technology hits the residential home.What strategies can utilities deploy to encourage consumerengagement in electric data management? What are some provenstrategies to incentivize changes in consumer behaviour?

Part II. Peer to Peer Roundtable DiscussionSession attendees will break into small groups for in depth discussionsaround the following topics highlighted in the main session:• Forecasting and managing customer behaviour• Workforce training program, specifically for customer care

representatives and outage managers• Structuring education programs for residential customers – what

does the consumer care about?

Richard BertoloHydro One

Kara YoungSenior EngineerSalt River Project

5:30 Close of Day 1

7:30 Registration & Coffee

8:00 Chairperson’s Opening Remarks

8:15 The Financial Outlook of the Smart GridEconomy – Follow the Dollars!In spite of the weakened economic conditions, electric powerutilities continue to make financial commitments in smart gridbuilding blocks and related automation programs. Regulatorypressure and mandates for service reliability improvements;obsolescence of existing grid infrastructure equipment; and thedevelopment of government funded stimulus programs such asthe U.S. ARRA provisions for funding some electric powerinvestments in smart grid technology are just some of the driversin this space. This session will convene a panel of financialindustry experts to discuss the future of the smart grid economyand specifically:

• Leveraging government and private funding for clean energyinvestments

• Stimulus funding allocation• Building strategic partnerships with suppliers and vendors

Mark Townsend CoxManaging PartnerNew Energy Fund, LP

9:15 SMART TARRIFF STRATEGIES

Evaluating Hourly Pricing, Peak Time Rebateand Critical Time Pricing Structures – Lessonsfrom the PowerCentsDC PilotUtilities can create real markets for electricity with process thatvary by the minute but consumer groups have often resistedflexible pricing. What is the best choice for a utility betweenmandatory, default or voluntary flexible structures? In this session,learn how the Pepco smart metering project in DC:


Wednesday, December 9, 2009

Main Conference Day Two

• Modelled costs to the utility and savings from energy conservationusing smart metering pilot testing different pricing structures

• Re-trained its customer care and customer management servicesto address user concerns over price of electricity and improvecustomer information systems

• Leveraged models of customer behavior from the SMMIP • Established relationships with DC regulatory stakeholders and consumer

groups to promote the company-wide DLC program in the area

Rick MorganCommissionerDC Public Services Commission

Lawrence DanielsAssistant People’s CounselOffice of People’s Counsel

Charles DickersonVice President Customer CarePHI

10:00 Morning Networking Break

10:45 SMART NETWORKING AND COMMUNICATIONS

Establishing Effective AMI CommunicationNetworks: Alternatives to Power Line CarrierTechnology In order to realize the true vision of Smart Grid, utilities will needto run as many applications as possible over their field areanetworks (FANs). Issues of reliability, scalability and cost willcontinue to dominate the conversation, but bandwidth and latencyare emerging as important factors as well, especially as utilitiesprepare for real time demand response. Most importantly, severalkey features of smart grid require ability to speak to each otherand a reliable communication network must be established toensure data can be transmitted in real time. Developing a long-term technology plan in tandem with this network will ensurescalability and protect against costly retrofitting.

Zigbee session via Tendril

11:30 SMART TARRIFF STRATEGIES

Selling Intermittent Power to ConsumersOn some windy nights in Texas and California, utilities have more windpower than they can use. But on some hot afternoons, when the windfails, utilities have shortages. Reserve margins become very tight. Aswind becomes an ever greater source of supply, this problem will growlarger. Time-of-use pricing doesn’t solve this problem.

What is the best way to charge for wind power? Is it possiblematch supply with demand? Can utilities use smart meters to helpsolve this problem? Traditional time of use rates are of limitedusefulness in managing wind generated electricity. This talkpresents a new pricing strategy to exploit smart meters on thesmart grid. A strategy that doesn’t require huge batteries ordynamic pricing, a strategy that even grandma can understand.

Elton SherwinSenior Managing DirectorRidgewood Capital

12:30 Networking Luncheon

1:30 STANDARDS ROADMAP ROUNDTABLEDISCUSSION

Developing Interoperable Technology Standards– Industry Priorities and Regulatory PerspectivesIn this interactive session you will break up into small groups andexchange with your utility peers needs, ideas and initiatives for standardsdevelopment and formulation surrounding the following topics:

• Cyber security• Communications among regional market operators, utilities,

service providers and consumers• Coordinating operation of the bulk power system with new and

emerging technologies for renewable resources, demandresources, electricity storage and electric transportation systems

Moderator:Dr. David WollmanActing Group LeaderNIST

2:15 LESSONS FROM THE FIELD

Implementing a Smart Metering DeploymentStrategyThe Salt River Project for smart grid includes installation of smartmeters and communications, system optimization correlating datato allow fine-tuning of voltages and reactive power andmicrogrids. Learn how the company identified and resolvedoperational, technical and regulatory issues pertaining to networkinfrastructure deployments, including:• Development and planning of the deployment strategy (and

overall design basis coordination)• Addressing the need to technical standards and selection of

technology partners• Coordination of enterprise SmartGrid applications to deliver

system and customer benefits across all applicable jurisdictions

Kara YoungSenior EngineerSalt River Project

3:00 Afternoon Networking Break

3:30 40 Ideas in 60 Minutes Panel of experts will break down the tools and activities that had thegreatest impact on their business. The panel will also brainstorm next-steps and outline key takeaways for the conference participants.

Discussion will center on the following topics:• Communication among regional market operators, utilities, service

providers and customers • Ensuring that bulk power system operators have wide-area

situational awareness with technology that allows them to monitorand operate their systems

• Coordination of operations with new and emerging technologiesfor renewable resources, electricity storage and electrictransportation systems

Elton SherwinSenior Managing DirectorRidgewood Capital

Mark CarpenterVice President and CIOOncor Energy

Andres CarvalloCIOAustin Energy

Bob FrazierDirector of TechnologyCenterPoint Energy

4:30 Chairperson’s Closing Remarks and Close ofConference


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Payment Policy: Payment is due in full at the time of registration and includes lunchesand refreshments. Your registration will not be confirmed until payment is received andmay be subject to cancellation. For IQPC’s Cancellation, Postponement andSubstitution Policy, please visit www.iqpc.com/cancellation

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Venue Information: Venue is to be announced. Please check the website atwww.smartmeteringsummit.com for updates and announcements.

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All Access Pass includes main conference + pre-conference workshops.

Please note that multiple discounts cannot be combined.

A $99 processing charge will be assessed to all registrations not accompanied bycredit card payment at the time of registration.

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TEAM DISCOUNTS: For information on team discounts, please contact IQPCCustomer Service at 1-800-882-8684. Only one discount may be applied perregistrant.

Register Register Standardand Pay by and Pay by Price10/9/2009 11/6/2009

Main Conference Day Save $800 Save $200$999 $1,599 $1,799

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Workshops $549 $549 $549


Networking and Operations SummitSmart Metering Operationalize

AMI Projects, ManageCustomer Interface andEnsure a More Stable Grid


Pricing:

Co-located with

www.scadasecuritysummit.com