AGENDA
2025 PLMA EV Symposium
August 26-27, 2025
Agenda
12:00 - 1:00 pm
Lunch | Atrium
Opening Session | Evergreen Ballroom ABC

NRECA
1:00 - 1:15 pm
Welcome and Chair Remarks

Richard Barone
Oracle Utilities
1:15 - 2:00 pm
VGI Readiness: Managed Charging, Distribution Planning, and Partnerships

Moderator
Garrett Fitzgerald
SEPA

Josh Cadoret
Exelon

Carlos Hill
Xcel Energy

William Goldsmith
ev.energy
2:00 - 2:30 pm
Refreshment Break | Evergreen Foyer
2:30 - 3:15 pm
Break Out 1 | Evergreen Ballroom AB
Aligning EV Charging with Renewable Generation: Xcel Energy's Charging Perks Success Story
Xcel Energy’s Charging Perks program demonstrates the power of active managed charging to dynamically adjust EV charging based on grid conditions. This panel brings together the key orchestrators of the program—utility (Xcel Energy), technology provider (WeaveGrid), EVSE manufacturer (Emporia)—to discuss how their collaboration created a driver-centric managed charging experience while delivering grid benefits. Launched in Colorado in 2021 as a pilot and now expanded to full program status, Charging Perks showcases advanced vehicle telematics and charger-based optimization that proactively shifts charging to capitalize on abundant renewable energy. Panelists will share insights on impact analysis methodologies, customer acquisition strategies, and the real-world distribution system impacts, as well as in contrast to Optimize Your Charge, Xcel Energy’s passive managed charging program.

Moderator
Jessi Gallu
WeaveGrid

Craig Miller
Xcel Energy

Ben Thacker
Emporia
Break Out 2 | Evergreen Ballroom C
Holding for OEM Session
Description coming soon.
Break Out 3 | Evergreen Ballroom D
The Interoperability Unlock: Integration Strategies Powering EV Flexibility at Scale
Electric vehicles are rapidly integrating into the grid, presenting a significant opportunity for utilities to leverage their flexibility for grid services. Interoperability is critical to unlocking their full potential. The industry is in its early stages and OEMs have taken a highly varied approach toward EV managed charging programs. This session, featuring Enode, ev.energy, and Optiwatt alongside Con Edison and Avangrid, will move beyond buzzwords to explore how a collaborative, inclusive, and diversified approach is required to tackle interoperability challenges in order to provide cost-effective, scalable solutions for all EV drivers. We will explore the diverse integration strategies being utilized to enable EV flexibility at scale today, and what is needed to ensure equity, accessibility, and innovation across the ecosystem.

Kate Merson
EV.Energy

Charles Spence
Avangrid

Yen Le
Con Edison

Dylan Saunders
Enode
Break Out 4 | Evergreen Ballroom EF
Lessons Learned from Evaluating California's Medium/Heavy Duty EV Programs
Cadmus leads the third-party evaluation of over $700 million in charging infrastructure spending for four California utilities—SCE, PG&E, SDG&E, and Liberty, with most of that funding targeted towards medium-to-heavy-duty (MDHD) fleets. Objectives of the evaluation include assessing whether the utilities’ program investments in TE accelerate the market, whether the TE investments maximized benefits and minimized costs, including co-benefits (e.g., reduced fumes, less ambient noise, and improvements to health, safety, foot traffic) and co-costs (e.g., impact on parking spaces, labor impacts, difficulty incorporating electric vehicles into operations), and integrating learnings from analysis of program activities to develop recommendations. Michael Colby, Project Manager of this multi-year evaluation, will present lessons learned and findings specific to the grid impacts (including load curves, charging flexibility, and charging optimization) of these programs.

Michael Colby
Cadmus
3:15 - 3:45 pm
Break Out 1 | Evergreen Ballroom AB
Driving Off-Peak Charging: Insights from PGE's Fleet TOU Consulting Trial
Join Portland General Electric (PGE) as we share key learnings from our Time-of-Use (TOU) Consulting Trial aimed at encouraging electric vehicle fleet customers to shift charging to off-peak hours. In this session, we’ll explore how personalized consultations, rate education, detailed bill analysis, technical support, and ongoing monthly reports have empowered fleet operators to optimize their charging schedules to reduce peak load. PGE will discuss: The implementation of the TOU Consulting Trial, Real-world examples of how fleets have successfully shifted charging behavior; Quantitative and qualitative results from the trial. Next steps and best practices for utilities looking to implement similar programs. Discover how this low-cost approach is promoting off-peak charging and laying the groundwork for more advanced managed charging strategies in the future.

Luke Whittemore
Portland General Electric
Break Out 2 | Evergreen Ballroom C
Break Out 3 | Evergreen Ballroom D
The Empire State of EV Load Management: Customer program strategies in New York
A lot can change with EV load management programs in a New York minute. This panel will bring together New York utilities for a no-nonsense discussion covering a leading-edge portfolio of EV load management solutions that deliver customer savings and grid flexibility. The conversation will compare and contrast the experiences across each of the companies’ vastly different service territories as they implement similar behavioral, rate, rebate, and upfront incentives to support load management and cost relief for residential and commercial EV charging customers including public, workplace, multifamily, and medium- and heavy-duty fleets. Presenters will share what’s in store for the next phase of New York’s robust and growing portfolio of load management programs.

Lauren Kastner
ICF

Marwa Chowdhury
Central Hudson Gas & Electric Corporation

Yen Le
Con Edison

Charles Spence
Avangrid
Break Out 4 | Evergreen Ballroom EF
The Importance of Stakeholder Engagement in the Deployment of Heavy Duty Fleet Infrastructure
The abstract presents a useful practical topic from a highly credible source, applicable to utilities seeking to add value for commercial fleet operators. It offers insights from practical experience and demonstrates alignment across multiple stakeholder phases. The content highlights solutions for flexible interconnection while embracing transportation electrification—providing actionable approaches for utilities navigating the evolving electric vehicle landscape.

Rahul Chatterjee
Commonwealth Edison

Varun Thakkar
CLEAResult

Christina Botero
Commonwealth Edison
3:45 - 4:15 pm
Refreshment Break | Evergreen Foyer
Day 1 Closing Session | Evergreen Ballroom ABC

Ruth Kiselewich
ICF
4:15 - 5:00 PM
Switch Mode: Converting Customers Between Programs To Maximize Learning
Eversource’s managed charging programs have come a long way since 2019 when the first EVSE enrolled in the ConnectedSolutions demand response program. The launch of a new EV Program in Connecticut in 2022 prompted the start of their managed charging program evolution, which has required them to incorporate a new element into the program design each year while maintaining and ultimately converting legacy cohorts. Managing the complexity associated with running multiple variations of a similar program for unique groups of customers is a challenge, and also provided incredible learning opportunities that Eversource did not squander. Working closely with their evaluation and implementation vendors, Eversource was able to observe the impacts that the introduction of new program elements had on customer behavior and satisfaction with their managed charging programs.

Moderator
Amy Findlay
ChargeScape

Adrianna Ciccone
Demand Side Analytics Partner

Mark Moniz
Eversource
5:00 - 5:30 PM
6:00 pm
Grand Dinner Reception
7:00 - 8:00 am
Breakfast | Atrium
Day 2 Opening Session | Evergreen AB

Rich Barone
Oracle Utilities
8:00 - 8:30 AM
Keynote
8:30 - 9:15 AM
Capturing the True Value of EV Load Management
EV managed charging programs are advancing to target and capture multiple grid and customer benefits. Appropriately valuing these benefits is highly dependent on both regulatory frameworks and selecting appropriate evaluation approaches. This panel will draw on program and evaluation results to provide an overview of managed charging benefit-cost analysis frameworks and lessons learned from the DOE EV Grid Assist Initiative, an evaluator’s perspective on best practices for measuring EV managed charging program impacts and benefits, and utility perspectives on opportunities to advance program designs and regulatory frameworks to capture the full suite of benefits. Attendees will come away with an understanding of how impact analyses and benefit-cost analyses are applied to managed charging programs, and a vision for how load management practitioners can come together to enhance program designs, evaluation approaches, and regulatory frameworks to appropriately capture the benefits that managed charging programs provide to utilities, ratepayers, and society.

Myles Collins
Berkeley Lab

Hilary Polis
Opinion Dynamics

Brian Kirchman
ComEd

Amy Costadone
Pacific Gas & Electric
10:15 - 10:45 am
Refreshment Break | Evergreen Foyer
9:45 - 10:30 AM
Break Out 5 | Evergreen Ballroom AB
Proactive Utility Planning for Mitigating Distribution System Impacts
As transportation electrification accelerates, T&D must accommodate the growing demand from fleet electrification. Different vehicle types have distinct charging load profiles, with 50 light-duty vehicles alone requiring up to 360 kW, and medium- and heavy-duty fleets demanding even more. To assess grid readiness, charging load profiles for various fleets in the Kansas Metro and Kansas Central areas were modeled. Fleet locations were mapped to their nearest utility transformers and feeder lines, with coincident peak loads overlaid on distribution system data. The analysis assumed 50% electrification in target fleets, comparing summer and winter peak capacity against projected EV load demand and growth.Results showed that under a baseline scenario, 8% of distribution circuits would require upgrades, while managed charging strategies reduced this to 2%. This impact study underscores the importance of proactive utility planning to anticipate electrification impacts and highlights how to utilize programs to mitigate distribution system upgrade costs while maintaining reliability.

Kameel Kishek
CLEAResult

Fleet Electrification
Break Out 6 | Evergreen Ballroom C
What’s Underway? Big Steps towards Bidirectional Charging V2X in California
California Energy Commission has funded 10 “Responsive, Easy Charging Products With Dynamic Signals (REDWDS)” projects to demonstrate and deploy EV charging products that can respond to dynamic grid signals. Three REDWDS projects have significant bidirectional charging scope led by Kaluza, Bidirectional Energy, and dcbel. Lawrence Berkeley National Laboratory (LBNL) is funded by Southern California Edison to work with these three bidirectional charging technology providers to document their use cases, approaches to communicate grid and price signals, charging control and optimization, customer experience, interoperability features, and up-to-date progress and challenges in their projects. San Diego Gas and Electric has also been working with these REDWDS projects to showcase value stack for scaling. In addition, SDG&E is demonstrating using bidirectional community EV charging and discharging along with solar and battery to backup critical local water supply loads during Public Safety Power Shutoff (PSPS) events.

Jingjing Liu
Lawrence Berkeley National Lab

Nick Fiore
San Diego Gas and Electric
Break Out 7 | Evergreen Ballroom D
M&V for Real-Time Rates: How to Measure Impact When Everything Is Changing
Real-time pricing and dynamic rates are transforming EV charging behavior, offering greater load flexibility and easing grid stress. However, as EV Managed Charging programs expand and rate structures grow more complex, measuring and verifying program impacts becomes challenging. Traditional techniques used for flat or TOU rates often fail under dynamic pricing. This session explores insights from ComEd’s Residential Optimized Charging (ROC) pilot, where Optiwatt and Opinion Dynamics are advancing Measurement Verification strategies tailored for real-time rate environments. Using early results from over 1,000 vehicles, we’ll show how ROC is developing smarter frameworks to: design effective managed charging programs, define peak windows based on price signals, and build counterfactuals using real-time telematics rather than assumptions. As dynamic pricing becomes the norm, evolving approaches will be essential to accurately assess the true impact of EV charging programs and to distinguish the benefits of active vs. passive load management.

Moderator
Amanda Vrbas
Optiwatt

Danielle Fulmer
Opinion Dynamics

Brian Kirchman
ComEd
Break Out 8 | Evergreen Ballroom EF
Who’s Behind the Wheel? Understanding EV Drivers to Scale Programs
How well do you know your EV program’s participants? This workshop will help attendees understand more about drivers in EV managed charging programs, including why they enroll, what types of programs they’re drawn to, what their expectations are, how incentives influence participation, and the most effective communication channels for engagement. It will also examine why drivers opt out or leave programs and explore strategies for re-engagement. Using an interactive format and real-world data, participants will collaborate to identify best practices for reaching diverse EV drivers to scale programs. Attendees will learn proven strategies to boost enrollments, decrease opt-outs, and create engaging, driver-centric programs.

Ameya Nilkanth
EnergyHub

Stacy Noblet
ICF
10:30 - 10:00 am
Break Out 5 | Evergreen Ballroom AB
Enabling Local Grid Flexibility with EV Managed Charging
The IEEE 2030.13 standard provides a foundational framework for integrating DC Fast Chargers into advanced EV managed charging at scale, with support for congestion management at the feeder and circuit level. It defines a modular architecture that enables interoperability, real-time operations, and secure communication using open protocols like OpenADR 3.0 and IEEE 2030.5. By treating EV charging and onsite DERs (e.g., solar, storage) as dispatchable resources, the standard enables creation of Virtual Generators for grid services. A DOE-funded proof-of-concept with over 2,500 chargers across 250+ sites in 82 Con Edison network zones demonstrates how managed charging can support demand response, time-of-use pricing, and load shaping. OpenADR 3.0 is featured as a key mechanism for delivering price signals and scheduling flexibility. The session highlights the need for open standards to coordinate load and incentives across stakeholders, positioning IEEE 2030.13 as critical element for enabling scalable, grid-aligned EV and DER flexibility.

Raymond Kaiser
EVoke Systems
Break Out 6 | Evergreen Ballroom C
Quantifying the Big Value Streams of Smart Charging: (Load) Shape the Future!
As EV adoption accelerates, many regulators and utility executives remain skeptical of managed charging’s value—leading to underfunded, small-scale programs that miss the opportunity to contain rising grid costs. What’s been absent is a rigorous, bottom-up quantification of the value smart charging can unlock compared to unmanaged charging scenarios.This analysis presents a 10-year value stack, beginning at the transformer level and scaling through feeders, substations, and up to system-wide benefits. We quantify avoided infrastructure upgrades, improved renewable integration, energy savings, and potential ancillary service value—totaling over $100 billion. In addition, there are tens of billions in customer bill savings, environmental and health benefits, and economic multiplier effects. The results offer utilities a credible, data-driven case and methodology to take to regulators, boards, and executives—demonstrating that smart charging isn’t just beneficial, it’s essential. Without it, the road ahead brings higher grid costs, local overloads, and rising rates.

Bill LeBlanc
LeBlanc Energy Innovation
Break Out 7 | Evergreen Ballroom D
A Forward-looking Dataset of EV Managed Charging Resource and Costs
This presentation summarizes a high-resolution, forward-looking dataset of EV adoption, EV charging, and managed charging resource. Vehicle-level data are grounded in current adoption and charging patterns, and ~200,000 real-world vehicle-weeks of travel data covering all on-road segments (i.e., light-duty, transit and school buses, local, regional and long-haul medium- and heavy-duty). The data, which include multiple charging profiles per vehicle to bound flexibility, are then processed and aggregated to describe baseline charging and charge management resource by county, hour, year, scenario, and vehicle type. Coupled with one of four scenarios of how EV managed charging costs might evolve over time, the dataset enables a power sector capacity expansion model to select cost-optimal quantities of EV managed charging and supply-side resources to reliably satisfy demand. Five integration strategies: Baseline, Daytime and Flat (passive), Flex (active), and Stress (anti-strategy), illustrate how baseline charging and flexibility potential changes with EVSE build-out and charging preferences.

Elaine Hale
National Renewable Energy Laboratory
Break Out 8 | Evergreen Ballroom EF
Watt Drives Public Charging? Dynamic Pricing Shifting Public Charging Behavior
Octopus Energy’s “Electroverse” is an e-Mobility Service Provider (eMSP) with nearly 1 million users, providing access to 950,000+ public chargers across 1,100+ public charging networks in 33 countries using a single mobile app. Electroverse worked with Centre for Net Zero in the UK to trial first-of-its-kind dynamic pricing to test shifting public EV charging behavior. Offering up to 40% discounts during periods of abundant clean energy led to a doubling of charging vs. control groups, demonstrating significant price elasticity on certain days and periods of time. Trials also showed “demand creation,” indicating higher charging demand exists at dynamic pricing than at static rates. This suggests large, untapped potential for aligning charging with low-cost, low-carbon energy. The presentation will detail trial methodology and results, discuss implications for influencing EV charging behavior, explore US applications and propose approaches for utilities and chargepoint operators to test elasticity and drive utilization.

Nathan Wyeth
Octopus Energy US

Robert Metcalfe
Professor at Columbia University
10:15 - 10:45 am
Refreshment Break | Evergreen Foyer
Day 2 Closing Session | Evergreen AB

Robin Maslowski
Trillium Energy Consulting
11:15 AM - 12:00 PM
Distribution Optimization: The Key to Scaling EV Managed Charging
As EV adoption accelerates, distribution systems face unprecedented challenges that traditional grid models often fail to capture. This panel brings together industry leaders from technology, research, utility, and automotive sectors to explore how managed charging strategies can effectively address distribution constraints. Panelists will share insights from field deployments, including BGE’s innovative Smart Charge Management Program, EPRI’s research findings on distribution impacts, WeaveGrid’s software solutions for distribution optimization, and Toyota’s perspective on vehicle-grid integration. The session will highlight practical approaches to integrating EV loads while minimizing infrastructure investments and maximizing customer and grid benefits.

Moderator
Kendall Cody
WeaveGrid

Ben Clarin
EPRI

Stephanie Leach
Baltimore Gas & Electric

Max Parness
Toyota North America
12:00 PM
Closing

Robin Maslowski
Trillium Energy Consulting