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Pre-Conference Networking Events

3:00 – 5:00 pm

Discover Downtown Indy with Nick! A Walking Tour | Downtown Indianapolis

Step outside and explore the rich history of Indianapolis on a guided walking tour led by our Member Services Coordinator Nick Philip. This daytime experience offers a closer look at the people, places, and stories that helped shape Indy—from iconic landmarks and architectural gems to lesser-known moments that define the city’s character.

12:00 – 5:00 pm

Self-Guided Tour of Eiteljorg Museum of American Indians and Western Art | White River State Park

The Eiteljorg Museum of American Indians and Western Art is dedicated to sharing the stories, art, and cultures of Native American peoples and the American West. Through powerful exhibitions and collections, the museum highlights diverse voices, perspectives, and traditions that continue to shape the nation’s cultural landscape.

Our venue, the JW Marriott Indianapolis, is conveniently located a five-minute walk from the museum. Transportation will not be provided for this event.

10:00 am – 5:00 pm

Self-Guided Tour of Indiana State Museum | White River State Park

The Indiana State Museum celebrates Indiana’s rich and diverse history, science, and culture through engaging, interactive exhibits that bring the state’s stories to life. Serving as a gateway to Indiana’s past and present, the museum highlights multiple perspectives and experiences that shape the Hoosier State.

Our venue, the JW Marriott Indianapolis, is conveniently located a five-minute walk from the museum. Transportation will not be provided for this event.

6:00 – 9:00 pm

NCAA Hall of Champions Reception | White River State Park

Wear your favorite college gear with pride and join us for an engaging evening of connection at the iconic NCAA Hall of Champions. This fun reception is the perfect opportunity to reconnect with colleagues, build new relationships, and kick off a dynamic conference experience.

Explore interactive exhibits that celebrate the spirit of student-athletes across 1,000+ colleges and universities, featuring championship history, trivia challenges, and hands-on sports simulators.

22 Sep 2025: The NCAA Hall of Champions Museum in Indianapolis, IN. (Tyler Schank/NCAA Photos)

8:00 - 9:00 am

Shared Breakfast: PLMA Education Class and Interest Groups | White River Ballroom E

9:00 am - 4:30 pm

PLMA Education Class: “Load Flexibility: The Fundamentals” | Room 205

This is a fast-paced survey class, especially valuable for those new to flexible load management! Taught by a team of PLMA member experts, it provides an overview of many aspects of load flexibility, including demand response and DERs, DER applications, technology, wholesale markets, portfolio management, design and implementation, and program evaluation. Please register for “The Fundamentals” when you complete your conference registration form.

Concurrent Interest Group Activities
Join the PLMA Interest Groups for candid, interactive discussions and workshops together with colleagues and practitioners from across PLMA's membership. A great opportunity to learn from industy peers about their biggest load flexibility successes and challenges!

9:00 - 10:30 AM

building electrification | White River ballroom A-B

Large Load Building Electrification and Decarbonization

Beneficial electrification has made huge strides in the last decade, driving consumer satisfaction and cost savings, providing significant decarbonization benefits, and equipping utilities with grid-strengthening load flexibility. Join the Building Electrification Interest Group for three different takes on this theme: The Brattle Group will discuss their recent nationally focused report titled “A Decade of Beneficial Electrification: Progress and the Path Ahead,” Salt River Project will describe their electrification offerings for commercial and industrial customers in Arizona, and National Grid + edo will explain how they’re testing load flexibility with electrified commercial buildings in New York. This rich, interactive session will include audience discussion and a Q&A. Everyone welcome!

Mark Gentry, LC, Franklin Energy

Mark Gentry
Franklin Energy

Luke Surowiec, ICF

Luke Surowiec
ICF

A woman with long brown hair, wearing a navy blazer over a red top, smiles outdoors with greenery and a blurred background behind her.

Brittainy Pond
Puget Sound Energy

Long Lam, The Brattle Group

Long Lam
The Brattle Group

Joseph deGraft-Johnson, Salt River Project. A man with dark skin wearing a black blazer and white shirt smiles at the camera against a plain, light background.

Joseph deGraft-Johnson
Salt River Project

Mark Bremer, National Grid

Mark Bremer
National Grid

A man with short light brown hair wearing a gray checkered button-up shirt smiles at the camera in front of a plain light-colored background.

Easan Drury
edo

INTEREST GROUP | Room 101-102

Coming soon.

ders as a grid resource workshop | White River ballroom C-D

Programs vs. Dynamic Prices

More information coming soon.

INTEREST GROUP | Room 103-104

Coming soon.

10:30 - 10:45 am

Shared Refreshment Break: PLMA Education Class and Interest Groups | White River Ballroom E

10:45 AM - 12:15 PM

customer engagement | White River ballroom A-B

Enhancing Multifamily Residential Outcomes through Market Research

Last Fall, ComEd’s lead researcher joined the Customer Engagement Interest Group to offer an overview of different market research tools and their role in ensuring successful program outcomes. In this session, the Group returns to the challenge of multifamily building programs with updated market research results from a multifamily EV pilot that under-performed expectations. Join us to hear what the researchers learned when they spoke to property managers and end-users, and how these insights may apply to multifamily programs more generally. Plus, more on the use of AI in market research and program design, and the chance to participate in a fun break-out challenge.

Leigh Winterbottom, ICF. A woman with long dark hair and a gray sweater smiles while sitting outdoors on a patio. There are trees and other people in the background.

Leigh Winterbottom
ICF

Ana Villarreal, ComEd

Ana Villarreal
ComEd

Rebekah Grant, Baltimore Gas and Electric

Rebekah Grant
Baltimore Gas and Electric

Brenda Hunt, Northwest Energy Efficiency Alliance

Brenda Hunt
Northwest Energy Efficiency Alliance

Colleen Hepner, ComEd

Colleen Hepner
ComEd

commercial and industrial | Room 101-102

Unlocking Industrial Heat Recovery from Air and Cooling Compressors

Industrial facilities rely heavily on air compressors and cooling compressors, both of which convert a large portion of their electrical input into heat that is typically rejected to the atmosphere. In many systems, 70–90% of the electrical energy consumed ultimately becomes recoverable heat, representing one of the largest untapped efficiency opportunities in the industrial sector.

This session will explore how heat recovery from compressed air systems and industrial refrigeration compressors can be captured and reused for space heating, domestic hot water, and industrial processes. Atlas Copco will present real-world case examples demonstrating practical applications of compressor heat recovery and the operational benefits achieved by facility owners.

Participants will gain insight into the technical potential of compressor heat recovery, the economics for customers, and how utilities can incorporate these opportunities into energy efficiency and load flexibility programs to unlock a significant but underutilized energy resource.

Equitable, Affordable Access to Load Flexibility | White River ballroom C-D

VPPs and Affordability: Utility Approaches and Lessons Learned

The theme of affordability is front and center amid rising utility costs. Virtual Power Plant (VPP) programs provide one pathway to reduce costs by deferring infrastructure investments and upgrades, reducing reliance on expensive gas peaker plants, and providing compensation for participating customers by shifting load or calling on DER (Distributed Energy Resources) assets. This session will:

  • Share key findings from the 2026 version of the RMI/VP3 Virtual Power Plant Flipbook “Flipbook 2.0”), including impacts on affordability from real-world VPP case studies
  • Showcase 2-3 prominent VPP programs through a panel discussion and audience Q&A, where VPP program utilities and partners can discuss insights, challenges, and opportunities related to affordability (i.e., utility cost reductions and compensation for customers, etc.)
  • Provide an interactive discussion with workshop participants on diving deeper into key lessons learned and future trajectories from the panel discussion including state and regulatory contexts, and near-term opportunities
Elena Essa, RMI

Elena Essa
RMI

Kevin Brehm, RMI. A man with a shaved head and trimmed beard, wearing a gray blazer and blue shirt, smiles outdoors in front of a blurred background with green and yellow foliage.

Kevin Brehm
RMI

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Mark Schoenheider
Xcel Energy

Dimitris Vantzis, Con Edison. A man with dark hair, a beard, and glasses is wearing a navy suit and light blue shirt, standing in a bright, blurred indoor setting.

Dimitris Vantzis
Con Edison

Aaron Breidenbaugh, Cpower. A middle-aged man with short gray hair and a goatee, wearing a dark suit, white shirt, and red patterned tie, stands in front of a blurred sign with black letters. He is smiling and looking slightly to the side.

Aaron Breidenbaugh
Cpower

Brad Harris, WeaveGrid. A man in a suit and tie is smiling while standing in front of a bookshelf filled with books.

Brad Harris
WeaveGrid

Nathan Frost, Dominion Energy. A man with short dark hair wearing a navy blazer and light blue collared shirt stands in a brightly lit modern office hallway, looking directly at the camera with a neutral expression.

Nathan Frost
Dominion Energy

lf and data centers workshop (pt 1) | Room 103-104

Bridging the Load Gap – Bring Your Own Distributed Capacity (BYODC)

In January 2026, the Alliance to Save Energy and The Ad Hoc Group released the report “Bridging the Load Gap: A Collaborative Path for Utilities, Hyperscalers and Customers” which put forth a framework for direct hyperscaler investment in demand-side solutions such as residential solar/storage, demand response, and energy efficiency to help alleviate grid constraints and bring new data centers online faster. Join us as we dig into the details of this framework, including insights from utilities, hyperscalers, implementers, and technology providers.

12:15 - 1:15 pm

Shared Lunch: PLMA Education Class and Interest Groups | White River Ballroom E

1:15 - 2:45 PM

electric transportation | White River ballroom A-B

Transportation Electrification Efforts from Utilities

More information coming soon.

commercial and industrial | Room 101-102

1:15 – 2:00 PM
Engaging Large Customers in DR is Possible, and it’s Necessary

At the beginning of 2025, Portland General Electric (PGE) partnered with Cascade Energy to revamp its commercial and industrial (C&I) demand response program—Energy Partner on Demand. With rising summertime peak demand and looming rate pressures, PGE needed to scale reliable load reduction from large customers. Within six months, the program boosted its event realization rate by 12.9% over 2024, delivering consistent capacity to PGE and tangible benefits to customers.

This session will highlight the playbook: from industrial-sector targeting and flexible participation pathways to mid-event communication improvements that focus on customer service. Learn how PGE shifted from passive enrollment to a customer-first experience that aligned with Scope 3 emissions goals and operational realities. Whether you’re redesigning a legacy DR program or launching a new offering, this case study provides a replicable roadmap for transforming C&I DR performance at speed.

Gabriel Kjos, Portland General Electric

Gabriel Kjos
Portland General Electric

Beth Glynn, Cascade Energy. A woman with shoulder-length brown hair and a pink cardigan smiles at the camera while sitting in front of a wooden wall.

Beth Glynn
Cascade Energy

2:00 – 2:45 PM
Saving Ratepayer Dollars Through Deemed Control Incentives for C&I

In 2025, PG&E and SCE co-funded a project to expand the eligible measures and customer sectors that qualify for the deemed approach in the Automated Demand Response (ADR) Technology Enabling Incentives program. FastTrack (PG&E) and Express (SCE) allow commercial customers with <499kW of summer peak demand to move faster in the application process compared to calculated incentives required in the standard ADR application process. This efficient process, along with customer friendly program rules, will support efficiency and ratepayer savings.

Major tasks included deep diving on meter data to gauge stability and consistency of load profiles and customer characteristics of potential new sectors and measures. An existing model was modified and updated to predict load shed performance of the proposed new sectors and measures. PG&E and SCE proposed these changes in an advice letter to the California Public Utilities Commission which were submitted November 2025.

Kitty Wang, Energy Solutions

Kitty Wang
Energy Solutions

Wendy Brummer, Pacific Gas & Electric

Wendy Brummer
Pacific Gas & Electric

Chetna Smith, Southern California Edison

Chetna Smith
Southern California Edison

RETAIL PRICING | White River ballroom C-D

Affordability and Electricity Rates

Communities across the country are struggling with energy affordability crises. Innovative rate solutions are one way utilities and their partners are attempting to tackle this issue. Join us in this session as we hear from experts in the field who will help us understand the current state of the affordability crisis (ACEEE), how TOU rates can help save (low income) customers money on their bills (PSEGLI), and how coordinated intelligent devices have helped customers save on their TOU pricing plans without lifting a finger (renew home). 

Anna Johnson, American Council for an Energy-Efficient Economy

Anna Johnson
American Council for an Energy-Efficient Economy

Tyson Brown, Renew Home. A man with a bald head, full beard, and glasses, wearing a light pink blazer over a collared shirt, smiles slightly in front of a plain light background.

Tyson Brown
Renew Home

lf and data centers workshop (pt 2) | Room 103-104

Load Flexibility & Data Centers (Part Two): Discussion

More information coming soon.

2:45 - 3:00 pm

Shared Refreshment Break: PLMA Education Class and Interest Groups | White River Ballroom E

3:00 - 4:30 PM

CONNECTED DEVICES | White River Ballroom A-B

3:00 – 3:45 PM
Flexible Resources: Orange and Rockland’s REV Demonstration Virtual Power Plant

Orange and Rockland Utilities, Inc. (“O&R”) in a partnership with Sunrun has fully enrolled, installed, and is operating the first Virtual Power Plant (“VPP”) implemented by a utility in New York State. Through REV funding, the ISBM (Innovative Storage Business Model) Virtual Power Plant project has installed 345 residential solar-plus-storage systems that aggregate to approximately 1.6 MW / 3.2 MWh in flexible resources. The VPP can be activated by O&R during times of peak demand to assist the electric distribution system. The ISBM project functions with a customer signing a lease agreement with Sunrun for the solar system, O&R subsidizes the cost of the battery and gives the customer an option for a free battery, and O&R receives primary dispatch rights to the battery for 10 years.

O&R and Sunrun will present: Total customer population vs. total addressable market; marketing/adoption; dispatches for load relief, data analysis, and performance dashboard creation.

Christian Woods, Orange and Rockland Utilities

Christian Woods
Orange and Rockland Utilities

A man with a beard and mustache wearing a blue shirt and plaid yellow tie stands in front of a colorful, abstract green and yellow mural.

Ralph Devitto
Orange and Rockland Utilities

Chip Silverman, Sunrun

Chip Silverman
Sunrun

3:45 to 4:30 PM
Ask the Experts/What Do You Want Out of Connected Devices?

More information coming soon.

Derek Kirchner, TRC Companies

Derek Kirchner
TRC Companies

Ross Tomlin, Austin Energy

Ross Tomlin
Austin Energy

Orly Hasidim, Universal Devices

Orly Hasidim
Universal Devices

Vanessa Richter, Oracle Opower

Vanessa Richter
Oracle Opower

GLM INTEREST GROUP | Room 101-102

Solar and DERMs at Scale (Australia)

More information coming soon.

lOAD fLEX vALUATION WORKSHOPs | White River ballroom C-D

3:00 – 3:45 PM
Key Considerations When Conducting BCAs for VPPs, NWSs, and Microgrids

While conducting a Benefit Cost Analysis (BCA) for any Distributed Energy Resource (DER) can be an analytically intensive exercise, an additional layer of complexity is introduced when examining DERs within the context of certain scenarios. The forthcoming release of the second National Standard Practice Manual (NSPM) includes a chapter dedicated to addressing the key considerations relevant when conducting BCA for Virtual Power Plants (VPPs), infrastructure DER solutions (e.g. Non-Wires Solutions (NWSs)), microgrids, and multiple DERs on-site. Ten key considerations, such as the importance of DER use cases and subsequent need to balance competing priorities, are addressed in regards to utility initiatives which span one or more of these scenarios (such as a VPP that is part of a NWS). This session seeks to provide an overview of the material covered in the chapter with a particular focus on the key considerations most relevant to utility initiatives seeking to manage peak load.

David Pudleiner, ICF. A man with long, light brown hair and a beard is smiling. He is wearing a dark blazer over a burgundy shirt. The background is a plain, light neutral color.

David Pudleiner
ICF

Julie Michals, NASEO. A woman with short, curly gray hair and glasses smiles warmly at the camera. She is standing in front of a dark chalkboard background and wearing a light-colored sweater.

Julie Michals
NASEO

3:45 – 4:30 PM
Incentivizing the Shift: Closing the Thermal Energy Storage Valuation Disconnect

This session explores a critical paradox in grid modernization: although Permanent Load Shifting (PLS) is widely recognized as essential for resilience, reliability, and decarbonization, existing program designs and valuation frameworks fail to properly incentivize Thermal Energy Storage (TES). Using residential and commercial studies, panelists will show the gap between the persistent grid value TES provides (through demand smoothing, infrastructure stress reduction, local capacity relief, and emergency responsiveness) and the value captured under current load flexibility methodologies. The session will highlight how TES can scale behind the meter load shifting, be deployed to address localized constraints such as data center hot spots, and provide flexible reserves during grid emergencies. Panelists will discuss emerging methodological approaches that better reflect the continuous value of PLS, rather than forcing it into legacy demand response constructs, and will offer practical recommendations to better align program design with PLS grid value and accelerate TES adoption.

A man with long brown hair and a beard, wearing a blue and white striped button-up shirt, smiles while standing in front of a brick wall.

Connor Usry
Olivine, Inc.

Trevor Udwin, PG&E

Trevor Udwin
PG&E

A woman with short brown hair and bangs, wearing a black collared shirt, smiles at the camera while seated indoors against a light-colored background.

Jane Melia
Harvest Thermal

A man with short dark hair, wearing a light striped button-up shirt, smiles and looks to the side in an office with large windows and tall buildings in the background.

Boaz Ur
Nostromo Energy

PUBLIC POWER AND CO-OPS INTEREST GROUP | Room 103-104

Lessons Learned in Rapid Deployment

While utility programs often take years to develop, public power and cooperatives are proving they can be uniquely agile. This session explores the “soft skills” and organizational strategies required to move from ideation to implementation at record speed.

We feature two deep-dive case studies on the “fast track”:

  • Seattle City Light (Pat Herman, Daniel Merz): How SCL broke down internal silos to launch a new industrial curtailment program in just six months.
  • Rappahannock Electric Cooperative (Meghan Jennings): Lessons on scaling a 1,000-participant pilot into a full-scale, Board-approved tariffed program within a regulated environment.
  • The session concludes with a 30-minute interactive workshop, where attendees will collaborate on solving common “speed-to-market” hurdles and share strategies for securing rapid executive buy-in.
Patrick Herrman, Seattle City Light

Patrick Herman
Seattle City Light

Meghan Jennings, Rappahannock Electric Co-op. A woman with long, wavy dark hair smiles at the camera. She is wearing a black-and-white checkered blazer over a white top, with a dark, plain background.

Meghan Jennings
Rappahannock Electric Cooperative

4:30 - 5:30 pm

PLMA Member Meetup | White River Ballroom Foyer

If you’ve been with us all day in Interest Group sessions or the Load Flex Fundamentals class, it’s time for a well-deserved break! Come and enjoy some refreshments and networking with colleagues, plus a chance to review  today’s learnings and insights.

Sponsored by
Resource Innovations

5:30 - 7:30 pm

Leadership Council Dinner Meeting | White River Ballroom E

The Leadership Council Dinner Meeting is by invitation only. If you would like to attend, please contact PLMA’s Member Services Coordinator, Nick Philip at nphilip@flexload.org.

8:00 - 10:00 pm

"Start Your Engines" Welcome Reception | Indiana State Museum
During this very special PLMA evening to remember, we invite you to join us as we welcome our new Executive Director Cynthia Hunt Jaehne and wish our retiring Executive Director Rich Philip a fulfilling and well-earned next chapter. Enjoy an evening of networking, food, refreshments, games, and surprises! Everyone welcome!
Reception Sponsored by
Energy Hub logoRenew Home logoTorus Inc.
Reception Entertainment Sponsored by
Logo for ev.energy, featuring a dark green circle with ev. in white lowercase letters, followed by the word energy in a modern, dark green font on a light background.Franklin Energy logo featuring an abstract orange and blue circular design on the left, with FRANKLIN in bold blue letters and ENERGY in orange letters underneath.A stylized, pink octopus head with one visible eye and a curling tentacle, above the bold, dark blue text KRAKEN in all capitals.
Gondola Sponsored by
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Photo Op Sponsored by
Energy Hub logo
Marquee Lighting Sponsored by
Energy Hub logo

7:30 - 9:00 am

Breakfast | White River Ballroom E
Sponsored by
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7:30 - 9:00 am

WOMEN IN LOAD FLEXIBILITY: BREAKFAST CONNECT | Room 103-104

 Join PLMA’s Women in Load Flexibility Affinity Group for some early morning networking over breakfast, and a special opportunity to meet and welcome PLMA’s first female Executive Director, Cynthia Hunt Jaehne. Robin Maslowski, PLMA’s first female Board Chair (and one of the founders of Women in LF), will introduce Cynthia who will greet the Women in LF and share some of her journey and lessons learned so far. Join us to celebrate these special milestones. Everyone welcome!

Robin Maslowski, Trillium Energy Consulting

Robin Maslowski
Trillium Energy Consulting

Cynthia Hunt Jaehne, PLMA Executive Director

Cynthia Hunt Jaehne
PLMA Executive Director

Dee Martir, edo

Dee Martir
edo

A woman with long blonde hair and glasses, wearing a dark top, is smiling softly against a plain light beige background.

Janet Zavala
Southern California Edison

Michaela Lewin Uplight

Michaela Lewin
Uplight

General Session 1 | White River Ballroom F-J
Sponsored by
Energy Hub logo

9:00 - 9:05 am

Sarah Chatterjee, Electric Power Engineers

Sarah Chatterjee
Tala Energy Consulting

9:05 - 9:25 am

Remarks from the Chair
Robin Maslowski, Trillium Energy Consulting

Robin Maslowski
Trillium Energy Consulting

9:25 - 9:30 am

Welcome to Indianapolis
Lauren Schuettler, Wabash Valley Power Alliance

Lauren Schuettler
Wabash Valley Power Alliance

9:30 - 10:00 am

Keynote Address
A smiling man wearing glasses, a dark suit, a blue shirt, and a patterned tie, posing in front of a plain, gradient gray background.

Jeff Conrad
CEO
Wabash Valley Power Alliance

10:00 - 10:30 AM

Refreshment Break | White River Ballroom E
Sponsored by
Virtual Peaker logo
General Session 2 | White River Ballroom F-J
Sponsored by
Energy Hub logo
Ross Malme, Malme Energy Consulting

Co-Chair
Ross Malme

Malme Consulting

Allison Hamilton, National Rural Electric Cooperative Association

Co-Chair
Allison Hamilton

National Rural Electric Cooperative Association

10:30 - 11:30 AM

The Orchestra Needs a Conductor

This session will present findings from a white paper by SEPA and Uplight, focusing on the role of DSOs and key enabling technologies. We’ll explore utility strategies for implementing these technologies, utility-led programs, and flexibility markets, plus regulatory issues. A lively Q&A discussion will highlight the advantages and disadvantages of utility-led, market-based, and hybrid approaches to demand flexibility procurement.

Lakin Garth, Smart Electric Power Alliance

Moderator
Lakin Garth
Smart Electric Power Alliance

A man with short brown hair, wearing a blue blazer and a striped shirt, smiles at the camera in a bright room with large windows and wooden furniture in the background.

Neil Veilleux
Uplight

Kristain Gaspar, Xcel Energy. A woman with straight, light brown hair and blue eyes is smiling at the camera. She is wearing a beige blazer and small earrings, with a neutral, gray background.

Kristin Gaspar
Xcel Energy

Jim Conrad, PPL

Jim Conrad
PPL

11:30 am - 12:00 pm

What's Up at PLMA | Interest Group Reports

Hear from PLMA’s eight Interest Groups on their current and future areas of focus, all in short 3-minute updates.  
Presenting Groups: Building Electrification, Commercial & Industrial Load Flexibility, Connected Devices, Customer Engagement, Electric Transportation, Global Load Management, Public Power & Coops, and Retail Pricing.

12:00 - 1:30 pm

Lunch | White River Ballroom E
Sponsored by
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12:15 - 1:30 pm

2026 PLMA Awards of Excellence: Winners Luncheon (Invitation Only Please) | Room 101

12:30 - 1:15 pm

EMERGING PROFESSIONALS WORKSHOP | Room 102
The Flex Load Long game: Real Talk from Industry Veterans

The future of load management is coming fast—and it’s smarter, faster, and more connected than ever. As we race toward 2030 and 2040, rapid advancements in technology, evolving regulatory mandates, and new customer expectations are reshaping how we manage demand and ensure grid reliability. This session brings together leading experts in the load management field to explore what lies ahead, share hard-won lessons, emerging trends, and practical advice for navigating what’s to come. However you are looking to level up your career or impact in shaping tomorrow’s grid, join to learn and discuss the trajectory of load management—and the roles that will shape its future.

General Session 3 and 3A
Sponsored by
Resource Innovations

1:30 - 2:30 PM

General Session 3 | White River Ballroom F-J

Ruth Kiselewich, ICF

Co-Chair
Ruth Kiselewich

ICF

A man in a gray suit, white shirt, and red patterned tie smiles at the camera against a plain light gray background. He has short light brown hair and fair skin.

Co-Chair
Troy Eichenberger

Tennessee Valley Authority

Who Are Today’s Residential Customers? A Segmentation Perspective

Every few years, the Smart Energy Consumer Collaborative (SECC) updates its consumer segmentation framework to keep pace with energy industry and societal changes. This segmentation uncovers key consumer trends and behaviors as they relate to energy efficiency, demand response programs, electrification, distributed energy resources and more. During this presentation, SECC’s President & CEO Nathan Shannon will moderate a session with Mayson Smith from Cobb EMC, Arnold Santayana from CPS Energy, Sarah Farlee from Freestate Electric Cooperative and Tim Hillman from ICF and will walk through the new attitudinal segmentation and provide recommended steps for electricity providers and other industry stakeholders looking to better connect with and engage each of the new consumer segments. Panelists will also highlight new research findings on Gen Z, rural and low-income consumers, including their interest in clean energy programs and their attitudes toward their electricity providers.

Nathan Shannon, Smart Energy Consumer Collaborative

Nathan Shannon
Smart Energy Consumer Collaborative (SECC)

Mayson Smith, Cobb Electric Membership Cooperative

Mayson Smith
Cobb EMC

Arnold Santayana, CPS Energy

Arnold Santayana
CPS Energy

Sarah Farlee, Freestate Electric Cooperative

Sarah Farlee
Freestate Electric Cooperative

A man with short brown hair wearing a dark blazer over a pink and blue plaid shirt, smiling slightly, standing against a plain white background.

Tim Hillman
ICF

General Session 3A | White River Ballroom C-D

Hayley Burns, TRC Companies

Co-Chair
Hayley Burns

TRC Companies

Katie Parkinson, Pipes and Wires Consulting

Co-Chair
Katie Parkinson

Pipes and Wires Consulting

Building Enduring Industrial Load Flexibility for Load Growth and Competitiveness

LBNL is spearheading a national initiative to enhance industrial load flex to boost U.S. industrial competitiveness. The initiative promotes LF adoption by expanding programs, increasing industry engagement, and collaborating across the LF delivery chain. Join LBNL to learn the opportunities in this initiate including a rich demonstration portfolio and enhancing customer value. Three utilities will share their industrial DR strategies, addressing challenges and research opportunities.

Jingjing Liu, Lawrence Berkeley National Lab

Jingjing Liu
Lawrence Berkeley National Laboratory

A middle-aged man with short brown hair and glasses, wearing a dark suit jacket and light blue shirt, sits and smiles against a plain blue background.

Bruce Brazis
APS

Heather Evans, Duke Energy

Heather Evans
Duke Energy

Gabriel Kjos, Portland General Electric

Gabriel Kjos
Portland General Electric

2:30 - 3:00 PM

2026 PLMA Awards of Excellence & Inaugural Emeritus Award | White River Ballroom F-J 

Join us as we recognize this year’s recipients of the PLMA Awards of Excellence, and introduce the first recipient of the brand new PLMA Emeritus Award.

Knight Kevin, BGE

Knight Kevin
Baltimore Gas & Electric

Gabriel Kjos, Portland General Electric

Gabriel Kjos
Portland General Electric

Michael Ohlsen, City of Tallahassee Utilities

Michael Ohlsen
Tallahassee Electric & Gas Utility

Teague Douglas, DNV

Teague Douglas
DNV

3:00 - 3:30 pm

Refreshment Break | White River Ballroom E
Sponsored by
Virtual Peaker logo
General Session 4 | White River Ballroom F-J
Sponsored by
Resource Innovations
Jenny Roehm, Schneider Electric

Co-Chair
Jenny Roehm

Schneider Electric

Michael Brown, Berkshire Hathaway, NV Energy

Co-Chair
Michael Brown

NV Energy

3:30 - 4:30 PM

Integrating DERs into Markets

Join us to explore mechanisms that integrate DERs at scale. We’ll highlight participation models and compensation frameworks by examining three case studies: Ontario’s IESO, ERCOT’s Aggregate DER pilot, and New York ISO’s initiative. Ontario aims to create wholesale participation pathways for DER aggregations, while ERCOT focuses on enabling market-facing resources for energy and ancillary servicesand New York’s ISO is enabling aggregated DERs that align with FERC Order No. 2222.

Angeli Jaipargas, Independent Electricity System Operator. A woman with long, straight dark hair smiles at the camera. She is wearing a light-colored blazer over a black top, and the background is plain white.

Angeli Jaipargas
Independent Electricity System Operator

Ryan King, ERCOT

Ryan King
ERCOT

Diego Meucci, NYISO

Diego Meucci
NYISO

Long Lam, The Brattle Group

Long Lam
The Brattle Group

4:30 - 5:00 PM

Sponsor Technology Advancement Roundtable

Don’t miss this fast-paced session with key PLMA sponsors who will each have three minutes to present their offerings and explain how these address today’s most significant load flexibility challenges. Write down each presenter’s “secret word” and you’ll be eligible for some fabulous prize drawings at the 5pm Networking Reception!

Presenters
Itron logoRenew Home logoTorus Inc.

5:00 - 6:30 PM

Networking Reception in the Sponsors Lounge | White River Ballroom E
Sponsored by
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7:30 - 9:00 am

Breakfast | White River Ballroom E

9:00 - 10:30 am

TRACK A | White River Ballroom A-B

Chris Ashley, EnergyHub

Co-Chair
Chris Ashley
EnergyHub

Beth Reid, Olivine Inc.

Co-Chair
Beth Reid

Olivine

9:00 – 9:45 AM
Quantifying and Operationalizing the Demand Stack

The Demand Stack, which integrates demand-side resources for enhanced grid and customer benefits, is succeeding at harnessing program value. Join the Brattle Group to review its quantitative analysis of Demand Stack advantages which can optimize demand-side investments. Utilities and industry leaders will discuss their experiences implementing these insights into regulatory frameworks, building internal support, and improving customer experiences to deliver savings and megawatts where the grid requires it.

Kari Gehrke, Alliant Energy

Kari Gehrke
Alliant Energy

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Eliza Dean
Uplight

Kate Peters, The Brattle Group

Kate Peters
The Brattle Group

9:45 – 10:30 AM
Integrating EE and DR for Lasting Engagement and Flexible Load: AES Indiana’s Holistic Approach

AES Indiana is aligning EE anDR programs to enhance grid flexibility and meet efficiency goals. By integrating its EE portfolio with DR offerings across segments and creating a unified marketplace, AES Indiana has simplified customer enrollment and reduced program silos. Learn how its approach has increased summer peak DR capacity to ~51 MW while ensuring cost-effectiveness and customer satisfaction. Plus, lessons learned on early tech integration and flexible marketing strategies.

Jesse DeGrendel, CLEAResult

Jesse DeGrendel
CLEAResult

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Candyce Offett
AES Indiana

TRACK B | White River Ballroom C-D

Sponsored by
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Rich Hasselman, GDS Associates

Co-Chair
Rich Hasselman

GDS Associates

Debyani Ghosh, Guidehouse

Co-Chair
Debyani Ghosh

Guidehouse

9:00 – 9:45 AM
Breaking Down Utility Silos: A Cross-Functional Approach to Scaling Load Flex

Learn about Seattle City Light’s engagement strategy for developing its 10-year DR Strategy by fostering partnerships and buy-in across the utility. It emphasizes the importance of involving the utility teams who are essential for implementing programs, alongside end customers. We’ll explore the journey from a siloed approach to a coordinated effort and showcase the methods that build relationships and trust, plus a review of lessons learned.

Karen Liu, Seattle City Light

Karen Liu
Seattle City Light

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Elizabeth (Eli) Font
Resource Innovations

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Angela Long
Rockcress Consulting

Robin Maslowski, Trillium Energy Consulting

Robin Maslowski
Trillium Energy Consulting

9:45 – 10:30 AM
Building the Future of Load Management: A Roadmap for Success

In 2020, BGE launched its Connected Rewards BYOD load management program to supplement its PeakRewards load control initiative. By 2025, the program had enrolled ~85,000 devices due to thoughtful collaborations with partners including ICF and EnergyHub. Join us to learn about BGE’s transition to flexible load management, year-round dispatch for ~30% of participants, and the implementation of equitable incentives, which consolidated all of BGE’s load management into one unified effort.

Eric Ricucci, Baltimore Gas and Electric. A smiling man with a beard and sunglasses carries a child on his shoulders. The child’s legs and part of their arms are visible, but their face is out of frame. There is a red wooden wall in the background.

Eric Ricucci
Baltimore Gas and Electric

Danielle Marse, Baltimore Gas and Electric

Danielle Marse
Baltimore Gas and Electric

Alex Emond, ICF

Alex Emond
ICF

TRACK C | Room 201-202

Corey Wheat, Copeland

Co-Chair
Corey Wheat

Copeland

Ari Kornelis

Co-Chair
Ari Kornelis

Cadmus

9:00 – 9:30 AM
Inverter-Driven Heat Pump Load Management

Advancements in inverter-driven air source heat pump (ASHP) technology enable efficient electric space heating in colder temperatures. Join us to explore a study on the electric load of ductless and central ASHPs, complemented by fossil fuel systems, for the Midwest’s 2023/2024 heating and cooling seasons. Most ASHPs participated in DR, using backup systems for heating during DR events and maintained a 50% duty cycle in the cooling season.

Allison Hamilton, National Rural Electric Cooperative Association

Moderator
Allison Hamilton
National Rural Electric Cooperative Association

Rodney De Fouw, Great River Energy

Rodney De Fouw
Great River Energy

9:30 – 10:00 AM
Grid-Stabilization, -Optimization, and -Growth with 2-way Smart Control

Join us to learn how Lake Region Electric Cooperative in Minnesota and Great River Energy used controllable thermal energy storage to transform surplus wind and solar into a flexible grid resource. This initiative generated $1M+ in member savings while enhancing reliability and affordability. The co-op also established two-way communication between thermal storage devices and the grid, and demonstrated evolving, low-cost communication strategies, optimizing load management performance over time.

Dylan Aafedt, Lake Region Electric Cooperative

Dylan Aafedt
Lake Region Electric Cooperative

John Reinhart, Great River Energy

John Reinhart
Great River Energy

Paul Steffes, Steffes

Paul Steffes
Steffes

10:00 – 10:30 AM
How PG&E and Carrier Energy Orchestrate Grid-Interactive HVAC

PG&E and Carrier Energy have partnered to enhance DR by transforming HVAC systems into dispatchable, reliable grid resources for the commercial and residential sectors. Their collaboration integrates PG&E’s Automated Response Technology (ART), allowing HVAC systems to respond to utility signals while preserving customer comfort. Join us to explore the initiative’s goals, including the delivery of predictable load responses without manual or customer intervention, plus lessons learned to date.

Timothy Watts, Carrier Energy

Timothy Watts
Carrier Energy

Dan Coughlin, Carrier Energy

Dan Coughlin
Carrier Energy

Aaron Kendall, PG&E

Aaron Kendall
Pacific Gas and Electric Company

John Hernandez, Pacific Gas and Electric Company. A man in a checked suit jacket and light pink shirt smiles outdoors, with greenery and trees in the background on a sunny day.

John Hernandez
Pacific Gas and Electric Company

TRACK D | Room 203-204

Gary Smith, Sagewell

Co-Chair
Gary Smith

Sagewell

Max Clarke, ev.energy

Co-Chair
Max Clarke

ev.energy

9:00 – 9:30 AM
Early Findings And Lessons Learned From Deploying A Bidirectional Charging Project

Join us to learn about a local bi-directional charging deployment in AES Indiana’s territory, including the processes, challenges, and solutions identified. Despite widespread interest, to date very few such projects have successfully launched, primarily due to limitations in hardware, software, and technical expertise. Presenters will address these issues from the implementer’s and utility’s perspectives with a focus on program design, customer engagement, and early results, plus their lessons learned.

Varun Thakkar, CLEAResult

Varun Thakkar
CLEAResult

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Victoria Cooper
AES Indiana

9:30 – 10:00 AM
Making Residential V2G Work in Practice: Turning a First Installation into a Repeatable Utility Process

Learn how SDG&E supported a residential bidirectional EV charger installation coordinated by The Mobility House, using a Wallbox Quasar 2 + 2025 Kia EV9. This partnership focused on working through complicated interconnection and permitting processes not originally designed for scaling V2G in the field. The utility and vendor will share their experiences and lessons learned, including replicable pathways for future residential V2G projects, permitting and interconnection workflows, required utility teams, critical stakeholders, customer prerequisites, and common constraints that limit installation eligibility.

Nick Fiore, San Diego Gas and Electric

Nick Fiore
San Diego Gas & Electric

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Matthew Mills
The Mobility House

10:00 – 10:30 AM
V2X Unfiltered: A Roundtable on Lessons, Roadblocks, and What’s Next

With one utility-led project in the Midwest and another on the West Coast, what are the common denominators for success? In this final segment, all session presenters will join co-chairs Gary Smith and Max Clarke on stage for a candid, guided discussion. We will move beyond the slides to address the challenges of V2X—from interconnection bottlenecks and hardware reliability to customer sentiment—and explore how these early blueprints can be scaled across the industry. This interactive session will prioritize audience participation and peer-to-peer problem-solving.

Varun Thakkar, CLEAResult

Varun Thakkar
CLEAResult

Victoria Cooper, AES Indiana. A young woman with long brown hair and blue eyes smiles at the camera, wearing a beige sweater. The background is softly blurred with warm, circular lights.

Victoria Cooper
AES Indiana

Nick Fiore, San Diego Gas and Electric

Nick Fiore
San Diego Gas & Electric

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Matthew Mills
Mobility House

10:30 - 11:00 am

Refreshment Break | White River Ballroom E
Sponsored by
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11:00 am - 12:00 pm

TRACK E | White River Ballroom A-B

Wendy Brummer, Pacific Gas & Electric

Co-Chair
Wendy Brummer

Pacific Gas & Electric

Katie Parkinson, Pipes and Wires Consulting

Co-Chair
Katie Parkinson

Pipes And Wires Consulting

11:00 – 11:30 AM
Improving DER Forecasting with Asset Performance Data

Join DNV and Con Edison to learn how they improved system and distribution load forecasting for DERs. They’ll demonstrate their use of AMI, SCADA, and supplemental asset data for developing load shapes for DERs to improve forecast accuracy. These shapes help identify DER-specific trends, improve asset predictability and alignment with system peaks, and predict interactions across DERs. Learn how they addressed challenges, plus considerations for future DER load shape research.

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Brittany Proctor
Con Edison

Ari Michelson, DNV

Ari Michelson
DNV

Desmond Smith, Consolidated Edison

Desmond Smith
Consolidated Edison

11:30 AM – 12:00 PM
Systematic Evaluation of Distribution-Level Load Flexibility: A Large-Scale Experimental Approach

In 2025, SCE tested its distribution-level dispatch capabilities, using 200,000+ devices, by assigning 330 distribution and 58 bulk substation banks each into ten groups. Conducted during summer with varied weather conditions, these tests quantified performance and load impacts by dispatching one group while withholding ten for control. Learn about SCE’s experiment and the insights it provides on enhancing grid stress mitigation, and the potential for DR to support T&D planning.

Katie Leinenbach PhD, Demand Side Analytics

Katie Leinenbach PhD
Demand Side Analytics

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Jake Hoffman PhD
Southern California Edison

TRACK F | White River Ballroom C-D

AJ Howard, Linden Clean Energy

Co-Chair
AJ Howard

Linden Clean Energy

Kitty Wang, Energy Solutions

Co-Chair
Kitty Wang

Energy Solutions

From Peak Shaving to Grid Shaping: How Arizona Public Service Unlocked Flexibility Value

APS is evolving its grid management approach by addressing growing demand and shifting supply needs beyond traditional summer peak hours. Learn how it’s using DR as a multi-faceted resource to enhance reliability and energy value by implementing dispatch strategies for its VPP portfolio. APS integrated these strategies into its Resource Adequacy framework to calculate ELCC. A benefit-cost analysis supports VPP resource valuation and is guiding portfolio selection for its 2026 IRP.

Debyani Ghosh, Guidehouse

Debyani Ghosh
Guidehouse

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Akhil Mandadi
Arizona Public Service

David Alspector, Tierra Resource Consultants

David Alspector
Tierra Resource Consultants

TRACK G | Room 201-202

Teague Douglas, DNV

Co-Chair
Teague Douglas

DNV

Joel Schofield, Threshold Installation and Outreach

Co-Chair
Joel Schofield

Threshold Installation and Outreach

Unlocking Smart Thermostat DR in Rental Properties

Utility residential DR programs often exclude renters, due to fragmented ownership, split incentives, and operational / technical complexities. The result is an increasing share of unaddressed energy load. Learn from APS, SRP, and Duke Energy about how they are breaking these barriers to address the rental market’s need for scalable, equitable, and future-ready DR portfolios. This work is informed by insights from a Tierra/E Source study on smart thermostat DR.

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Josh Logan
Salt River Project

Brian Lusher, Duke Energy

Brian Lusher
Duke Energy

Jason Delaney, Arizona Public Service

Jason Delaney
Arizona Public Service

Matthew Joyce, Tierra Resource Consultants

Matthew Joyce
Tierra Resource Consultants

TRACK H | Room 203-204

Joana Abreu, VEIC

Co-Chair
Joana Abreu

VEIC

Diane Levin, NY Power Authority

Co-Chair
Diane Levin

NY Power Authority

11:00 – 11:30 AM
Large-Scale Residential Time-of-Day Rate Migrations on Long Island

PSEG Long Island presents its migration of 900,000+ residential accounts to TOD rates with a 2x peak-to-off-peak price ratio. We’ll explore its three randomized control trials to understand opt-out time-varying rates, customer performance including summer weekdays, large shifting customers with the highest peak usages, customers on balanced billing plans, and shifts by EV owners. We’ll also look at PSEG’s second summer performance, including opt-outs, load impacts, and EV peak reductions.

Tim Larsen, Demand Side Analytics

Tim Larsen
Demand Side Analytics

Josh Bode, Demand Side Analytics

Josh Bode
Demand Side Analytics

Brian Kurtz, PSEG Long Island

Brian Kurtz
PSEG-Long Island

11:30 AM – 12:00 PM
Scaling Managed Charging Program Engagement to Deliver Affordability and Grid Benefits

Powered by high-touch outreach, innovative marketing, and seamless customer experience, ConEd’s residential and commercial managed charging programs are now the country’s largest. Join us explore how scaling programs with continuous feedback loops have driven load flexibility that supports affordability for customers, plus reduced grid strain, improved forecasting, and transparent energy insights. Learn more about ConEd’s engagement strategies and their many grid benefits.

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Charles Cochin
Con Edison

12:00 - 1:30 pm

Lunch | White River Ballroom E
Sponsored by
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12:15 - 1:15 pm

WOMEN IN LOAD FLEXIBILITY LUNCH WORKSHOP | Room 203-204 

Join the Women in Load Flexibility Affinity Group for an interactive conversation titled “From the Porch to the Boardroom,” that identifies the wisdom we all share and applies to modern corporate careers. Together we’ll share some lunch, meet some new friends, and enjoy some inspiration, new ideas, and comradery. 

Dee Martir, edo

Dee Martir
edo

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Janet Zavala
Southern California Edison

Michaela Lewin Uplight

Michaela Lewin
Uplight

1:30 pm

Sponsor lounge closes
Closing Session | White River Ballroom F-J
Dain Nestel, Escend

Dain Nestel
Escend

1:30 - 2:30 pm

Data Center Panel

Coming soon.

Jingjing Liu, Lawrence Berkeley National Lab

Jingjing Liu
Lawrence Berkeley National Laboratory

Santosh Veda, Dominion Energy

Santosh Veda
Dominion Energy

Dain Nestel, Escend

Dain Nestel
Escend

2:30 pm

Welcome to Seattle for the Fall 2026 Conference!
Patrick Herrman, Seattle City Light

Patrick Herrman
Seattle City Light

Karen Liu, Seattle City Light

Karen Liu
Seattle City Light

2:40 pm

Closing Remarks
Dain Nestel, Escend

Dain Nestel
Escend

2:45 pm

Ice Cream Social | White River Ballroom E

3:15 - 5:00 pm

ULME | Room 201-205
Please Note: Thursday's agenda is for ULME Reps only.

8:00 - 9:00 am

Breakfast

9:00 - 10:00 am

TOPIC 1

10:00 - 10:15 am

Break

10:15 - 11:30 am

TOPIC 2

11:30 - 12:30 pm

Lunch

12:30 - 1:30 pm

Ask ULME / Solve My Problem

1:30 - 1:45 pm

Break

1:45 - 2:45 pm

TOPIC 3

2:45 - 3:45 pm

TOPIC 4

3:45 - 4:00 pm

Close and Goodbye