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Agenda

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Pre-Conference Networking Events

Departure 2:00 pm

Hoover Dam Private Powerplant Tour

Join fellow members as we enjoy a private, guided tour inside of the Hoover Dam Powerplant where we will walk through original construction tunnels, visit the viewing platform overlooking a 30 foot diameter penstock pipe where you will feel the vibration created by water rushing through the pipe, and see 8 of the commercial generators in the Nevada Powerhouse. After the hour-long tour, participants may also walk through the Visitor Center and Film, and Observation Deck. Roundtrip bus transportation will be provided. More information on the Hoover Dam may be found here: www.usbr.gov/lc/hooverdam/

6:00 - 8:00 pm

Sunday Evening Reception | Baraka Room

Join us in the Baraka Room and Patio at the Westin Las Vegas, to wind down and relax after a day of activities or travel. Catch up with fellow attendees while you enjoy a beverage(or two), and enjoy a bite to eat.

Sponsored by
Olivine

7:30 - 9:00 am

Breakfast | Casablanca ABC + North Hall

8:30 - 10:30 am

Leadership Council Breakfast and Meeting | Caseblanca FGH

PLMA invites all members of the Leadership Council to join us for a business breakfast meeting and discussion. To check if you should be at this meeting, please see the Leadership page.

Opening Session | Casablanca DE + South Hall

11:00 - 11:05 am

Opening Announcements
Sarah Chatterjee, Electric Power Engineers

Sarah Chatterjee
Electric Power Engineers

11:05 - 11:25 am

Opening Remarks from the Chair

Richard Barone
Oracle Utilities

11:25 - 11:30 am

Welcome to Henderson
Michael Brown, Berkshire Hathaway, NV Energy

Michael Brown
Berkshire Hathaway, NV Energy

11:30 am -
12:30 PM

Load Flexing the Future: Let's Address Data Center Growth!

12:30 - 1:30 pm

Lunch | Casablanca ABC + North Hall
Sponsored by
Lunar Energy logo
General Session 2 | Casablanca DE + South Hall
Lauren Schuettler, Wabash Valley Power Alliance

Chair
Lauren Schuettler

Wabash Valley Power Alliance

1:30 - 2:30 pm

"Mature" DERMS Case Studies - Focus on System Architecture & Design

This session will provide the audience with several case studies to serve as a comparison of DERMS architecture between multiple utilities. The session will focus on the overall system structure, including integrated devices/programs, communication pathways, integrations between systems (DERMS, EMS, SCADA, etc.), decision-points and reasoning behind system design, and lessons learned.

This session will provide the audience with several case studies to serve as a comparison of DERMS architecture between multiple utilities. The session will focus on the overall system structure, including integrated devices/programs, communication pathways, integrations between systems (DERMS, EMS, SCADA, etc.), decision-points and reasoning behind system design, and lessons learned.

Derek Kirchner

Moderator
Derek Kirchner

TRC Companies

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Scott Hammond
Central Electric Power Cooperative, Inc.

Thomas Castle East Kentucky Power Cooperative

Thomas Castle
East Kentucky Power Cooperative

2:30 - 3:00 pm

Refreshment Break | Medinas Foyer
Sponsored by
Sense

3:00 - 3:45 pm

Break Out 1 | Casablanca DE + South Hall

Co-Chair
Jordan Folks

Opinion Dynamics

Teague Douglas, DNV

Co-Chair
Teague Douglas

DNV

Power to the People: Evaluating Dynamic Price-Responsive Solutions and Business Models for Scale (Part 1)

This session brings together leading experts from Pacific Gas and Electric (PG&E), Southern California Edison (SCE), and the Sacramento Municipal Utility District (SMUD) to explore the future of dynamic, price-responsive energy solutions. We will examine proven and emerging technologies that enable customers to shift or reduce usage in response to real-time and time-varying rates, as well as the business models needed to scale these solutions effectively. The discussion will highlight lessons learned from utility pilots, including customer engagement strategies, rate design innovations, and interoperability considerations for in-home devices. 

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Eva Molnar
Southern CA Edison

Orly Hasidim, Universal Devices

Orly Hasidim
Universal Devices

Jingjing Liu, Lawrence Berkeley National Lab

Jingjing Liu
Lawrence Berkeley National Laboratory

Albert Chiu, Pacific Gas and Electric

Albert Chiu
Pacific Gas and Electric Company

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Charlie Buck
Sacramento Municipal Utility District

Break Out 2 | Casablanca F

Co-Chair
Allison Hamilton

NRECA

Lea Lupkin

Co-Chair
Lea Lupkin

Sense

Year-Round Resilience: How Austin Energy and Puget Sound Energy are Betting Big on Behavioral DR to Beat the Peak

In the high-stakes world of grid reliability, two utilities are proving that bold, multi-channel Behavioral Demand Response (BDR) strategies can deliver big – no matter how high or low the temperature is.


Austin Energy partnered with Oracle in summer 2024 to expand BDR outreach beyond email, adding SMS and Interactive Voice Response (IVR) to reach customers when it mattered most. While many utilities hesitated due to TCPA concerns, Austin bet early on multi-channel engagement – and it paid off. Targeting 60,000 high-usage homes, they saw a 60% increase in peak-hour savings despite soaring temperatures, compared to email-only campaigns. IVR alone delivered 1.15% average savings at scale, driving 1.9 MW savings across 15 events and surpassing their 2,002 kW goal by 101%.

As a dual-peaking utility, PSE launched its program in summer 2023 with modest results, but winter 2023-24 was the breakthrough. Adding IVR nearly doubled average savings to 1.1% across six events. Winter 2024-25 delivered 1.06% average savings, peaking at 16 MW and engaging over 540,000 households.


Together, Austin and PSE show how multi-channel BDR – layering email, SMS, and IVR – can reliably shift load in any season. Their pioneering approaches offer a blueprint for utilities facing extreme weather, rising electrification demand, and the urgent need to keep the grid resilient year-round.

Vanessa Richter, Oracle Opower
Vanessa Richter
Oracle Opower

Break Out 3 | Casablanca G

Dave Alspector, Tierra Resource Consultants

Co-Chair
Dave Alspector

Tierra Resource Consultants

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Co-Chair
Joana Abreu

Efficiency Vermont

Powering Resilience: Puerto Rico’s Battery Demand Response Program

LUMA Energy’s Battery Demand Response (DR) program is redefining grid resilience in Puerto Rico. Launched in 2023, the Customer Battery Energy Sharing (CBES) initiative turns behind-the-meter (BTM) batteries into a virtual power plant (VPP), enabling grid support during periods of stress. By May 2025, CBES had enrolled over 12,000 customers, achieved a 75% participation rate, and delivered approximately 20 MW of dispatchable capacity. In Summer 2025, amid a projected 500 MW generation shortfall, LUMA and its partners launched an emergency expansion of the now-approved, three-year CBES program. The effort aims to scale participation to over 60,000 batteries via auto-enrollment while preserving customer choice. This session will explore the program’s rapid evolution from pilot to permanent fixture, the technical and operational challenges of managing DR in an island environment, and the broader implications for resilience planning. Presenters will share insights from implementation, community engagement, and emergency response.

Vrinda Gaba, Resource Innovations

Vrinda Gaba
Resource Innovations

Jeff Wahl
LUMA Energy

Juan Carlos Patiño Peralta, LUMA Energy

Juan Patino
LUMA Energy

Break Out 4 | Casablanca H

Vasudha Lathey, Olivine

Co-Chair
Vasudha Lathey

Olivine

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Co-Chair
Mike Smith

National Grid

From Pilot to Participation: Advancing Energy Efficiency and Load Flexibility in Commercial Buildings: Lessons from Eversource and Edo’s PURA IES Pilot

This session explores how Eversource and Edo partnered to unlock scalable, automated demand flexibility across 18 buildings and 2.5 million square feet of commercial building space in Connecticut, including in disadvantaged municipalities. Learn how the team integrated energy efficiency and demand response through the Connecticut Innovative Energy Solutions (IES) program, leveraging machine learning, BAS integration, and locational flexibility via the Piclo platform. Key takeaways include peak reduction results from Chelsea Piers, customer feedback from public schools, and how utilities can build replicable programs that engage underserved customers while improving grid reliability. Attendees will gain insight into how utilities can evolve beyond direct response programs toward holistic grid-interactive strategies.

Tim Guiterman Edo

Tim Guiterman
Edo

Timothy Knief, Eversource Energy

Timothy Knief
Eversource Energy

3:45 - 4:15 pm

Break Out 1 | Casablanca DE + South Hall

CONTINUED FROM 2:30 PM:
Power to the People: Evaluating Dynamic Price-Responsive Solutions and Business Models for Scale (Part 2: Workshop)

Join us in Part 2 for an engaging roundtable workshop with our utility and partner speakers from Part 1, where the audience and panelists will leverage lessons learned, look to the future for next steps, and work together to better align business models.

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Eva Molnar
Southern CA Edison

Orly Hasidim, Universal Devices

Orly Hasidim
Universal Devices

Jingjing Liu, Lawrence Berkeley National Lab

Jingjing Liu
Lawrence Berkeley National Laboratory

Albert Chiu, Pacific Gas and Electric

Albert Chiu
Pacific Gas and Electric Company

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Charlie Buck
Sacramento Municipal Utility District

Break Out 2 | Casablanca F

Scaling Smarter: How Free Installation Unlocked Residential Thermostat Growth

Arizona Public Service (APS) operates one of North America’s largest virtual power plants (VPP), with a capacity nearing 200 megawatts (MW). The APS Cool Rewards program, with approximately 100,000 smart thermostats, has driven this growth. Since 2023, APS has installed over 10,000 thermostats through free installation support via APS Marketplace, boosting adoption and demand response (DR) enrollments. A key factor is APS’s partnership with Threshold, ensuring efficient enrollment, installation, and customer education. This presentation will showcase how APS’s partnership with Threshold drives participation, increases customer engagement, and maintains cost-effectiveness.

Iain Shovelin
Arizona Public Service

Bruce Brazis
Arizona Public Service

Brian Hickey Threshold Group

Brian Hickey
Threshold Group

Erin Elmiger Threshold Group

Erin Elmiger
Threshold Group

Break Out 3 | Casablanca G

How Many Batteries Does It Take to Move the SPP Needle? Lessons from a Small-Scale Pilot

Battery storage is a known resource on the coasts, but what happens when you use batteries in the heartland of America – the Southwest Power Pool (SPP). This session explores findings from a 2-year-long pilot involving 28 residential battery systems and extrapolates their potential impact if scaled to 1,000 systems. We will analyze how these batteries performed during load management events, typical daily discharge and charge cycles, load reductions achieved, and how their aggregated response could improve system capacity during critical periods. The analysis includes the impact on the Public Service Company of OK (PSO) distribution and SPP market. Attendees will gain insight on how small-scale pilots can inform large-scale strategy to deploy a utility battery DERs program. This session will uncover what it really takes to move the SPP needle in Middle America.

Kerry Rowland
Public Service Company of Oklahoma

Curtis Robbins
ADM Associates, Inc.

Break Out 4 | Casablanca H

Markets and Programs for Thermal Energy Storage for Load Shifting

Thermal Energy Storage (TES) such as systems using ice or hot water, could provide a significant load shifting resource, but so far there is little adoption beyond limited applications in larger commercial buildings. To date, there are few programs that can fully capture the potential value of widespread TES adoption and incentivize building owners to operate TES to maximize grid benefits. This presentation will share strategies for implementing and capturing value from TES, based on findings from two years of stakeholder engagement and new market research performed as part of the federally funded Stor4Build consortium. Our work includes engagement with investor-owned utilities, municipal utilities, and rural electric cooperatives. The presentation will include: Successful business models and utility programs, Strategies for recruiting participants to aggregator and utility programs, New data on TES market trends in the US and internationally, including technology types well-suited to different near-term applications.

Elizabeth Traynor
ACEEE

Matt Malinowski
ACEEE

4:15 - 4:30 pm

Refreshment Break | Medinas Foyer
Sponsored by
Sense
General Session 3 | Casablanca DE + South Hall
Olivia Patterson, Opinion Dynamics

Co-Chair
Olivia Patterson

Opinion Dynamics

AJ Howard, Linden Clean Energy

Co-Chair
AJ Howard

Linden Clean Energy

4:30 - 5:15 pm

Breaking Barriers: Enabling Multi-Device Participation to Maximize Customer & Grid Benefits

Traditional demand response programs typically evaluate performance at the whole-premise level and prohibit dual participation across programs to avoid double compensation. As distributed energy resource (DER) adoption surges and more program opportunities and aggregators emerge nationwide, customers face a fragmented landscape—often forced to choose which single device to enroll. As a result, both customers and the grid are missing out on the full potential of DERs. To realize a more resilient, clean, and flexible grid, programs must better enable participation across multiple devices. This panel highlights four leading program portfolios that are tackling this challenge, collectively enrolling over 100,000 batteries, 250,000 smart thermostats, and 8,700 electric vehicles—totaling more than 850 MW of flexible capacity. Panelists will discuss how future programs can remove existing barriers and expand customer participation by i) designing programs that enable multi-device participation and ii) leveraging device-level data for performance evaluation.

Abby Shelton, Olivine

Abby Shelton
Olivine

Tom Smith, Puget Sound Energy

Tom Smith
Puget Sound Energy

Wendy Brummer, Pacific Gas & Electric

Wendy Brummer
Pacific Gas and Electric

Jason Dudley, Arizona Public Service

Jason Dudley
Arizona Public Service Representative

5:15- 5:45 pm

SMECO's Digital Twin Blueprint for Substation-Level DER Valuation

Southern Maryland Electric Cooperative (SMECO) and ICF partnered to explore how digital twins can unlock locational demand flexibility and defer costly grid upgrades. This case study focuses on a substation in rapidly growing area with imminent infrastructure investment needs. Our objective was to create a comprehensive digital blueprint of the substation—past, present, and future—by calibrating digital twins of over 4,200 residential customers against AMI and substation-level data. This enabled us to simulate load growth scenarios and assess the impact of various DER measures such as air sealing, heat pumps, and battery storage. By modeling these interventions at the individual home level and aggregating their effects, we quantified the locational value of DERs in peak reduction. The analysis reveals how this process can be a simple addition to distribution planning for high-level screening for NWA potential.

Abhishek Jain ICF

Abhishek Jain
ICF

Ryan Edge SMECO

Ryan Edge
SMECO

5:45 - 6:15 pm

What's Up at PLMA | Interest Group Reports

Hear from PLMA’s eight Interest Groups on their progress and plans going forward, all in short 3-minute clips.
Presenting Groups: Building Electrification, C&I Load Flexibility, Connected Devices, Customer Engagement, Electric Transportation, Global Load Management, Public Power & Cooperatives, and Retail Pricing.

6:30 - 10:00 pm

Grand Dinner Reception | La Menzeh Canopy and Lawn
Reception Sponsored by
Energy Hub logo
LED Microphones Sponsored by
Reception Games Sponsored by
Reception Opening Act & Photo-Op Sponsored by
Reception Entertainment Sponsored by
Marquee Lighting Sponsored by
GridX logo

7:30 - 9:00 am

Breakfast | Casablanca ABC + North Hall
Sponsored by

7:30 - 9:00 am

WOMEN IN LOAD FLEXIBILITY: BREAKFAST CONNECT | Kenitra AB
Career Success and Mentoring Panel

Join PLMA’s Women in Load Flexibility Affinity Group for some early morning networking over breakfast, and an opportunity to hear from some talented senior leaders who’ve forged successful load management careers. They’ll share their area of expertise and kick off our upcoming Mentoring Program. Grab some breakfast and come join the conversation! Everyone welcome!

Janet Zavala
Southern California Edison

Michaela Lewin Uplight

Michaela Lewin
Uplight

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Dee Martir
edo

9:00 - 10:45 am

PLMA Education Meetup: “Fundamentals in Load Flexibility" | Fez AB

For those who attended the Load Flex Fundamentals Class on October 14-15, PLMA invites you to join your PLMA instructors for a chance to continue the conversation. Bring questions that have occurred to you since the class, as well as during the initial conference sessions. Plus, we’d love to get feedback on your learning experience. 

Interested in taking PLMA’s online Load Flex Fundamentals Class (Oct 14-15)? Sign up here.

9:00 - 10:30 AM

Workshop | Casablanca DE + South Hall

Advancing Local Distribution Value from Flexible Loads 

This workshop will explore efforts to identify, measure, and monetize the local value of load flexibility on the distribution grid. This workshop is part of the ongoing PLMA strategic initiative for load flexibility valuation and reflects increasing interest in load flexibility as a distribution-level resource to support load growth and affordability needs. The workshop will provide an overview of the initiative and work performed to date, include case study presentations from NREL and Massachusetts on research and regulatory frameworks in this area, and include an interactive session to advance understanding of localized load flexibility value.

Olivia Patterson, Opinion Dynamics

Olivia Patterson
Opinion Dynamics

AJ Howard, Linden Clean Energy

AJ Howard
Linden Clean Energy

Robin Maslowski
Trillium Energy Consulting

Charles Dawson, Massachusetts Department of Energy Resources

Charles Dawson
Massachusetts Department of Energy Resources

Andrew DeBenedictis
Energy and Environmental Economics

INTEREST GROUP SESSION | Casablanca F

Coming soon.

CUSTOMER ENGAGEm'T INTEREST GROUP | Casablanca G

How to Target the Right Customers, Even When There’s No Market Research Budget!

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Colleen Harper
ComEd

Ana Villarreal, ComEd

Ana Villarreal
ComEd

Leigh Winterbottom
ICF

C&I LOAD FLEXIBILITY INTEREST GROUP | Casablanca H

Thermal Energy Storage and the AI Race: Enabling 128 GW of Grid-Ready Capacity by 2030

As artificial intelligence accelerates global innovation, the explosive growth of AI-powered data centers is projected to add over 128 GW of new electricity demand to the U.S. grid by 2030. In response, the White House is forming the National Energy Dominance Council (NEDC) to develop strategies that ensure U.S. leadership in AI while maintaining grid stability and energy security. But the key question remains: how can we enable this unprecedented growth—quickly, affordably, and at scale?

This panel explores the game-changing role of Thermal Energy Storage (TES) in meeting the AI-driven capacity challenge. Unlike traditional generation or battery storage, TES can be deployed rapidly (in as little as 120 days), offers low Levelized Cost of Energy (LCOE) compaired to other storage technologies, and requires no interconnection or siting delays—making it an ideal solution to unlock grid capacity where and when it is needed most.
The session will bring together four leading TES providers to showcase real-world applications across diverse sectors:

  • Steffes Corporation will present innovations in residential heating TES, enabling flexible, grid-responsive load in homes across the country.
  • Trane will demonstrate HVAC-based TES for large commercial buildings, shaping peak loads and enhancing building resilience.
  • Michaels Energy will share how TES is being deployed in commercial and industrial refrigeration, including food logistics and cold storage, where round-the-clock reliability is critical. They will also include a case study for a 1.25M sq. ft. data center that uses TES for peak cooling loads.
  • Rock Energy will discuss the application of TES in industrial heating, replacing fossil fuels and delivering dispatchable thermal loads.
Isaac Barrow

Moderator
Isaac Barrow
PGE

Stan Nabozny
Michael’s Energy

Mike Filler, Trane Technologies

Mike Filler
Trane Technologies

Paul Steffes, Steffes

Paul Steffes
Steffes

10:30-11:00 AM

Refreshment Break | Medinas Foyer
Sponsored by
Sense
General Session 4 | Casablanca DE + South Hall
Ross Malme, Malme Energy Consulting

Co-Chair
Ross Malme

Malme Consulting

Beth Reid, Olivine Inc.

Co-Chair
Beth Reid

Olivine

11:00 - Noon

A Framework for Orchestrating DER for Distribution Grid Needs

PG&E anticipates significant load increases over the next 20 years due to EV adoption, building electrification, and continued adoption of distributed solar, behind-the-meter storage and flexible loads. Orchestrating distributed energy resources (DER) is crucial for managing such a highly electrified and decarbonized grid. This session focuses on developing a DER orchestration framework to optimize the behavior of a diverse portfolio of DER according to the reliability balancing, temporal availability, and cost-efficiency needed to solve one or multiple distribution grid needs. The DER orchestration framework includes: Defining DER attributes characterizing the availability, reliability, and cost components of a DER. Engaging a portfolio of DER (e.g. via a rate, a DER program). Scoring those DER against a distribution grid need (e.g. distribution capacity deferral, energizing load faster). Prioritizing DERs as either a base, supplemental and emergency resource in meeting the grid need. Allocating DER within a resource priority. Quantifying benefits of orchestrated DERs

Salma Bakr
PG&E

Saumil Patel ICF

Saumil Patel
ICF

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John de Villierm
E3

12:00 - 1:30 pm

Lunch | Casablanca ABC + North Hall
Sponsored by
Lunar Energy logo

12:15 - 1:15 PM

EMERGING PROFESSIONALS WORKSHOP | Kenitra AB
The Flex Load Long game: Real Talk from Industry Veterans

The future of load management is coming fast—and it’s smarter, quicker, 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.

1:30 - 3:00 pm

Workshop | Casablanca DE + South Hall

Coming soon.

BUILDING ELECTRIFICATION INTEREST GROUP | Casablanca F

Coming soon.

CONNECTED DEVICES INTEREST GROUP | Casablanca G

1:30 – 2:15 pm
Battery Programs Providing Grid-Scale Impact and Scaling
Join this expert panel to uncover strategies for transforming pilot battery projects into full-scale flexibility programs. Gain actionable insights from utility success stories and learn practical steps to replicate their success.


Explore the key elements and journey from pilot battery projects to scaled battery demand response programs, including program design and performance metrics.

Hear real-world success stories of programs that achieved scale and delivered measurable impact.

Ross Thevenot, Entergy New Orleans

Ross Thevenot
Entergy New Orleans

Doug Middleton, Tesla

Doug Middleton
Tesla

Stephanie Jett, Duke Energy

Stephanie Jett
Duke Energy

2:15 – 3:00 pm
Scaling Storage: How Utilities Are Integrating Batteries in DR Programs
Utilities are expanding their demand response (DR) and virtual power plant (VPP) programs to include battery storage, and these resources offer uniquely flexible capacity as well as distinct challenges around customer engagement, program design, and incentive structures. This session examines two real-world implementations: Puget Sound Energy’s residential battery integration and Eversource’s commercial and industrial (C&I) battery deployment within their VPP portfolio.

Participants will learn about the challenges, successes, and proven strategies from both programs, gaining actionable insights for incorporating battery assets into their own demand response and virtual power plant initiatives. The discussion covers practical implementation steps for both residential and C&I segments and proven approaches for maximizing customer satisfaction and maintaining high participation rates throughout the program lifecycle.

Corey Benson, Uplight

Corey Benson
Uplight

Tom Smith, Puget Sound Energy

Tom Smith
Puget Sound Energy

Timothy Knief, Eversource Energy

Timothy Knief
Eversource Energy

RETAIL PRICING INTEREST GROUP | Casablanca H

Prices to Devices: Multi-Stakeholder Perspectives on Implementation and Impact
As DERs proliferate and grid complexity increases, prices to devices (P2D) mechanisms are emerging as critical tools for efficient grid operation and customer value delivery. This session brings together diverse industry perspectives to examine real-world P2D implementations, challenges, and opportunities. Our expert panel features four key stakeholder viewpoints: an implementer provider will share operational insights from deploying P2D programs, including technical integration challenges and customer engagement strategies. Device OEMs will discuss hardware considerations, communication protocols, and the evolving ecosystem of price-responsive devices. Academic researchers will present findings on grid-level impacts from their recent P2D research project that assesses impact from devices responding at scale. Finally, utility representatives will address regulatory considerations, rate design implications, and lessons learned from pilot programs and commercial deployments. Through case studies and practical examples, attendees will gain actionable insights into P2D program design, technology selection, stakeholder coordination, and performance measurement. This comprehensive examination will help participants navigate the complex landscape of price-responsive demand management.

Hayden Reeve, Pacific Northwest National Laboratory

Hayden Reeve
Pacific Northwest National Laboratory

Charlie Buck, SMUD

Charlie Buck
SMUD

George Penny, Lunar Energy

George Penny
Lunar Energy

Steve Mannhard, Optiwatt

Steve Mannhard
Optiwatt

3:00 - 3:30 pm

Refreshment Break | Medinas Foyer
Sponsored by
Sense
General Session 5 | Casablanca DE + South Hall
Jenny Roehm, Schneider Electric

Co-Chair
Jenny Roehm

Schneider Electric

Michael Brown, Berkshire Hathaway, NV Energy

Co-Chair
Michael Brown
Berkshire Hathaway, NV Energy

3:30 - 4:00 pm

Utilizing batteries and smart panels for A Distribution Grid Virtual Power Plant

In 2024, PG&E launched a proactive peak load shifting and shaping program: a first-of-its-kind virtual power plant (VPP) that harnesses behind-the-meter battery storage and smart panels to reduce grid constraints. The study includes 16 feeders, nine substations for peak-shaving and includes 16 substation cluster that simulate loads with 2035 levels of electric vehicles and solar. The demonstration is being conducted using existing, installed resources. The key objectives are to Develop hourly forecast of demand that are updated daily and converted into local dispatch instructions for devices for all locations. Test sending different dispatch instructions to different locations, each different load relief needs, loading factors, and load patterns. Assess the ability of batteries to precisely shape loads based on distribution needs For load limiting technologies, assess the ability to maintain loads below selected threshold. Demonstrate the resources to influence the feeder or substation loads.

Josh Bode, Demand Side Analytics

Josh Bode
Demand Side Analytics

Trevor Udwin PG&E

Trevor Udwin
PG&E

4:00 - 4:30 pm

PLMA Utility Members Share

In this 30-minute session you’ll hear from several of our utility members on situations that they’re currently experiencing. Topics may include a “problem” that needs solving, unexpected results from a pilot (good or bad), or even just a request for information. These 3-5 minute presentations have few slides and aspire to creating awareness and potential follow-up conversations.

4:30 - 5:00 pm

Sponsor Technology Advancement Roundtable

Join us to hear from PLMA sponsors on their unique solutions to industry problems. This fun and original session, which is not a marketing pitch, consists of three-minute “presentation shorts” in which our sponsors provide interesting and relevant examples of how they bring value to the energy industry. 

Presenters
ecobeeItron logoVirtual Peaker logo

5:00 - 6:30 pm

Networking Reception in the Sponsors Lounge
Sponsored by

7:30 - 9:00 am

Breakfast | Casablanca ABC + North Hall

9:00 - 9:45 AM

BREAKOUT 5 | Casablanca DE + FG

Ruth Kiselewich, ICF

Co-Chair
Ruth Kiselewich

ICF

Rich Hasselman, GDS Associates

Co-Chair
Rich Hasselman

GDS Associates

Unlocking Granular Locational Dispatch with Flexible Grouping

To meet evolving grid needs, utilities need to dispatch DERs by precise grid locations, rate plans, or customer behavior — but legacy bulk grouping strategies make this complex and time-consuming. Flexible grouping strategies transform DER management by allowing devices to be grouped based on any combination of attributes like substation, rate code, or customer behavior. Devices are automatically included when data changes, and post-event analysis allows granular reporting (e.g., by feeder or customer type). In this session, hear results from early phases of this strategy from EnergyHub’s 2025 locational dispatch pilots and learn how attribute-based grouping enables advanced grid strategies, personalized customer events, and dramatically reduces operational burden.

Megan Nyquist EnergyHub

Moderator
Megan Nyquist
EnergyHub

Matt Emerson LADWP

Matt Emerson
LADWP

Anthony Saucedo
Southern California Edison

Paul Wassink
National Grid

BREAKOUT 6 | Casablanca F

Corey Wheat, Copeland

Co-Chair
Corey Wheat

Copeland

Hayley Burns, TRC Companies

Co-Chair
Hayley Burns

TRC Companies

Reviving Legacy Load Flexibility: Evergy’s Data-Driven Demand Response Strategy

This session showcases Evergy’s data-driven approach to improving the performance and cost-effectiveness of its residential demand response (DR) program by optimizing one-way thermostats. Serving over 1.7 million customers in Kansas and Missouri, Evergy faced declining load reductions from legacy devices, impacting DR accreditation. Partnering with Resource Innovations (RI), Evergy conducted an operability study that found nearly 80% of devices were non-responsive—largely due to rural communication failures. Inoperable paging towers were identified as a key issue. Rather than pursue an expensive transition to smart thermostats, Evergy is prioritizing infrastructure upgrades in targeted areas for maximum DR recovery. At the same time, the utility is planning a switching survey to assess a phased shift to smart devices. This session will share how analytics, cross-team collaboration, and system-level insights are enabling Evergy to preserve value from existing assets, plan for modernization, and strengthen both grid reliability and customer satisfaction.

George Jiang, Resource Innovations

George Jiang
Resource Innovations

Geoff Pratt, Evergy

Geoff Pratt
Evergy

BREAKOUT 7 | Casablanca G

Vanessa Richter, Oracle Opower

Co-Chair
Vanessa Richter

Oracle Opower

Katie Parkinson, Pipes and Wires Consulting

Co-Chair
Katie Parkinson

Pipes and Wires Consulting

Decoding the EV Revolution: AI’s Blueprint for Grid Resilience

As two of the fastest-growing trends reshaping our world, EVs and AI are now converging to offer utilities a powerful solution for managing escalating demands on the grid. With a granular understanding of customer charging DNA — not just who owns EVs, but how, when, and how much they charge — utilities unlock intelligence needed to plan distribution and resource allocation. This session with NV Energy, PacifiCorp, and Bidgely explores how AI analyzes diverse charging behaviors to pinpoint high-impact users influencing peak demand, plus customer engagement strategies that are achieving remarkable load shift results, like a 2-4 kW per vehicle load shift that significantly outperformed typical programs (0.2-0.8 kW). Hear firsthand NV Energy’s and PacifiCorp’s pioneering use of AI for EV detection and load shifting, while Bidgely highlights more success stories from the field showcasing diverse approaches to the EV challenge — from program recruitment to demand response flexibility.

Stevie Rosen Bidgely

Moderator
Stevie Rosen
Bidgely

Adam Grant NV Energy

Adam Grant
NV Energy

Raheel Sadiq, MBA, CSM, B.Sc.
NV Energy

Shawn Grant, PacifiCorp

Shawn Grant
PacifiCorp

BREAKOUT 8 | Casablanca H

Debyani Ghosh, Guidehouse

Co-Chair
Debyani Ghosh

Guidehouse

Jonathan Hoechst, Tetra Tech

Co-Chair
Jonathan Hoechst

Tetra Tech

Power in Partnership: How CCAs Utilize Cooperation to build VPPs

Community Choice Aggregators (CCAs) are leading the way on virtual power plant (VPP) innovation by prioritizing community needs, climate goals, collaboration, and long-term stability. This session highlights how inter-CCA cooperation is shaping smarter, community-focused programs. Presenters will share lessons from three CCAs at different stages of their VPP journeys, from early-stage design to large-scale deployment. Ava Community Energy (Ava) will discuss its SmartHome Charging program—targeting 10,000 EV enrollments—and a forthcoming solar and storage incentive targeting 5,000 homes. San Diego Community Power will showcase its Solar Battery Savings program, which supported over 1,600 homes and deployed more than 2,200 batteries, reducing 7.2MW in peak load. Peninsula Clean Energy (PCE) will present its forthcoming VPP, procured jointly with Silicon Valley Clean Energy (SVCE), that will aggregate 50+ MW of multi-DER dispatchable capacity from customer-sited resources through a mix of existing and newly created programs.

George Penny, Lunar Energy

Moderator
George Penny
Lunar Energy

Forrest Csulak
Ava Community Energy

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Emily Fisher
San Diego Clean Power

Jana Kopyciok-Lande Peninsula Clean Energy

Jana Kopyciok-Lande
Peninsula Clean Energy

9:45 - 10:15 AM

BREAKOUT 5 | Casablanca DE + FG

Assessing and Improving DER Forecasting with Asset Performance Data

This session will present the results of a collaboration between DNV and Con Edison to improve system and distribution load forecasting for distributed energy resources (DERs). First, we will share Con Edison’s approach to forecasting installed capacity and peak loads for the primary DERs within the network – solar PV, energy storage, and DG/CHP. Next, we will review our comparison of actual installations against historical forecasts to better understand differences by technology, geography, and other factors. Finally, the presentation will demonstrate how we used AMI, SCADA, and supplemental asset data to develop load shapes for both individual DERs and combined assets (i.e. solar + storage) to improve forecast accuracy. These load shapes help identify DER-specific trends in operations, improve asset predictability and alignment with system peaks, and predict interactions across DERs when multiple assets are present at facilities.

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Brittany Proctor
Con Edison

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Ari Michelson
DNV

BREAKOUT 6 | Casablanca F

National Grid Gas DR: 24-hour Thermostat Temperature Adjustments

Residential and SMB thermostat programs are typically activated during brief peak-demand windows with large temperature adjustments. If disruption to customer comfort is reduced by lowering the adjustment amount, participants are less prone to manually override their device(s) to opt out of events, thus allowing for extended event windows. When pairing an extended event window with the peak-demand window, both greater savings and greater customer satisfaction can be attained. In their Gas BYOT program, National Grid tested a one-degree adjustment over 20 hours as a supplement to the standard four-degree adjustment over four hours. This resulted in a negligible difference in opt-out rates during the four-degree period and yielded approximately 60% greater gas savings over the entire 24-hour gas day. Moreover, since the 20-hour period included incentives separate from the 4-hour period, customers indicated they may prefer this scheme as 15% more participants earned incentives than they would not have otherwise.

Corey Rost
National Grid

BREAKOUT 7 | Casablanca G

Scaling Precision Flexibility: How Rocky Mountain Power Built a 300 MW Frequency-Responsive DR Network

Utilities face demands for flexible resources—and PacifiCorp has developed a DR portfolio that delivers. RMP’s residential program evolvedfrom legacy infrastructure into a grid-integrated resource that supports up to 300 MW of fast-response capacity in Utah and Washington.Using a DERMS platform and LTE-enabled switch technology, the program now executes over 150 precision-targeted events per season, often delivering 5-minute curtailments multiple times per day. But unlike traditional peak DR, PacifiCorp deploys DLC for contingency reserve and frequency response, unlocking new value streams in resource adequacy. We’ll share how RMP transitioned from Converge’s legacy one-way devices to a fully bi-directional system, with advanced telemetry and safety protocols that reduce strain on customers during extreme heat. The presentation will also outline the strategic rollout in Oregon and Washington (under the Pacific Power brand), which aims to add 20,000 devices over the next three years.

Jonathan Budner, Franklin Energy

Moderator
Jonathan Budner
Franklin Energy

Laura James PacifiCorp

Laura James
PacifiCorp

BREAKOUT 8 | Casablanca H

Stacking the Deck: Smart Plays for Launching P4P Battery Programs

How do you launch a residential pay-for-performance (P4P) battery program that aligns grid needs, OEM and vendor requirements, and customer value? This session explores the launch of TEP’s Energy Storage Rewards—the first P4P battery program in Arizona. Success hinged on close cross-functional coordination and careful planning. Highlights include: Defining grid-aligned battery use cases and incentive levels with coordination between Energy Programs, Reliability, Rates, and Resource Planning teams. Creating event management strategies and onboarding processes with aggregators and OEMs. Engaging installers to drive participation and streamline enrollment. Crafting customer-friendly messaging to explain FAQs, compensation, and the alignment of battery dispatch with TOU, demand, and net metering rates. Conducting rigorous pre-launch user acceptance testing to validate device performance, refine messaging, and improve customer experience. Whether you’re with a utility, OEM, or aggregator, this session offers real-world insights into DER integration, load flexibility, resource needs, dynamic rates, and customer-centric program design.

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Julie Donavant
Tucson Electric Power

Bryan Jungers
Tucson Electric Power

Dave Alspector, Tierra Resource Consultants

Dave Alspector
Tierra Resource Consultants

10:15 - 10:45 AM

Refreshment Break | Medinas Foyer
Sponsored by
Sense

10:45 - 12:15 pm

Workshop | Casablanca F

Demystifying Grid Services and Untangling Grid Communications

Dr. Scott Coe, GridOptimize

Dr. Scott Coe
GridOptimize

Michael Brown, Berkshire Hathaway, NV Energy

Michael Brown
Berkshire Hathaway, NV Energy

Ross Malme, Malme Energy Consulting

Ross Malme
Malme Energy Consulting

INTEREST GROUP SESSION | TBD

Coming soon.

INTEREST GROUP SESSION | TBD

Coming soon.

INTEREST GROUP SESSION | TBD

Coming soon.

12:15 - 1:30 PM

Lunch | Casablanca ABC + North Hall
Sponsored by
Lunar Energy logo

12:15 - 1:15 pm

WOMEN IN LOAD FLEXIBILITY: LUNCH WORKSHOP | Kenitra AB
Join our Mentoring Program for Up-and-coming Women

Join us for a series of break-out conversations with PLMA’s mentorship leaders who work for a cross-section of the PLMA members. We’ll discuss a variety of important topics and make plans to carry these conversations forward into the coming months. Everyone welcome!

Janet Zavala
Southern California Edison

Michaela Lewin Uplight

Michaela Lewin
Uplight

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Dee Martir
edo

1:30 pm

Sponsor lounge closes
Closing Session | Casablanca DE + South Hall
Robin Maslowski, Trillium Energy Consulting

Robin Maslowski
Trillium Energy Consulting

1:30 - 2:30 pm

Open Communication Standards for DER Technologies: The Good, the Bad and the Ugly

Can we unlock the full value of open standards as we integrate DER technologies into load management programs and support customers on dynamic pricing? This session explores available standards, showcases PG&E use cases, and considers future applications. Panelists will share implementation experiences and debate the benefits and challenges of different approaches.This panel will demystify standards across two dimensions: technical protocols and the organizational commitment required to support them. We’ll explore why utilities need dedicated staff to manage standards from deployment to updates to troubleshooting. We will discuss the costs and complexities of adopting new standards for utilities and partners, and how open protocols could reduce costs of leveraging DERs. Panelists will openly debate: Do standards accelerate or impede innovation? How do certification requirements balance creativity with interoperability? What’s practical, and what’s cost-effective? This session invites a candid discussion about navigating standards to unlock demand flexibility at scale.

Olivia Patterson, Opinion Dynamics

Moderator
Olivia Patterson
Opinion Dynamics

Robert Anderson, Olivine

Robert Anderson
Olivine

Wendy Brummer, Pacific Gas & Electric

Wendy Brummer
PG&E

Dr. Scott Coe, GridOptimize

Dr. Scott Coe
GridOptimize

John Powers, Elexity

John Powers
Elexity

Bruce Nordman, LBNL

Bruce Nordman
LBNL (Retired)

Albert Chiu, Pacific Gas and Electric

Albert Chiu
Pacific Gas and Electric Company

2:30 pm

Welcome to Indianapolis for the Spring 2026 Conference!
Lauren Schuettler, Wabash Valley Power Alliance

Lauren Schuettler
Wabash Valley Power Alliance

2:40 pm

Closing Remarks
Robin Maslowski, Trillium Energy Consulting

Robin Maslowski
Trillium Energy Consulting

2:45 pm

Ice Cream Social | Century Foyer

3:15 - 5:00 pm

ULME | Casablanca FGH

8:00 - 9:00 am

Breakfast

9:00 am - 4:00 pm

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