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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

7:30 - 9:00 am
Breakfast | Casablanca ABC + North Hall
8:30 - 10:30 am
PLMA Leadership Council "Working Breakfast Meeting" | Casablanca FGH
PLMA invites all members of the Leadership Council to join us for a business breakfast meeting and indepth discussion of current PLMA opportunities. To check if you are on the Leadership Council, please see the PLMA Leadership page.
Opening Session | Casablanca DE + South Hall
Sponsored by

11:00 - 11:05 am
Opening Announcements

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
11:30 am -
12:30 PM
Load Flexing the Future: Let's Address Data Center Growth!
Data center workloads, including cloud computing, machine learning, and large language models, have sent data center electricity demand soaring, placing new stress on the North American grid. New data center projects face multi-year energization and full interconnection delays in many parts of the country. Join us for this timely panel discussion on the biggest energy challenge of our times! Our diverse experts will first size this issue and then delve into the important role that load flexibility has in addressing it, all as new data centers jockey for position in interconnect queues.

Moderator
Dain Nestel
Escend

Jenny Roehm
Schneider Electric

Aaron Tinjum
Data Center Coalition

John Powers
Elexity

Allison Hamilton
National Rural Electric Cooperative Association
12:30 - 1:30 pm
Lunch | Casablanca ABC + North Hall
Sponsored by

General Session 2 | Casablanca DE + South Hall

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.

Moderator
Derek Kirchner
TRC Companies

Scott Hammond
Central Electric Power Cooperative, Inc.

Thomas Castle
East Kentucky Power Cooperative

Matthew Barrett
Duke Energy
2:30 - 3:00 pm
Refreshment Break | Medinas Foyer
Sponsored by

3:00 - 3:45 pm
Break Out 1 | Casablanca DE + South Hall
Sponsored by


Co-Chair
Jordan Folks
Opinion Dynamics

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.

Eva Molnar
Southern CA Edison

Orly Hasidim
Universal Devices

Jingjing Liu
Lawrence Berkeley National Laboratory

Oriana Tiell
Pacific Gas and Electric Company

Charlie Buck
Sacramento Municipal Utility District
Break Out 2 | Casablanca F
Sponsored by


Co-Chair
Allison Hamilton
NRECA

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.

Break Out 3 | Casablanca G
Sponsored by


Co-Chair
Dave Alspector
Tierra Resource Consultants

Co-Chair
Joana Abreu
Efficiency Vermont
Load Flexibility Programs in the Northwest: Yesterday, Today, and Tomorrow
In this panel, we will hear from three utility representatives as they discuss how they started their work with load flexibility (past), what they are doing today (present), and where they plan to take their programs (future). These panels represent a wide variety of perspectives including public and investor owned, as well as a range of experience (starting out to 10 years in). Each utility will share what they have told their past selves and share key learnings from their journeys.
In addition, NEEA staff will present on the power of coming together as 10 NW utilities pool investment to share benefits and mitigate the costs and risks of growing load flexibility as a resource in the region. The End-Use Load Flex Project has provided an on-going space for collaborating and prioritizing regional needs for load flexibility, implementing field studies to gain insights about the market barriers to adoption, and focusing on the ecosystem of strategic market transformation initiatives required to achieve utility goals.

Cam LeHouillier
Tacoma Power

Matt Babbitts
Clark Public Utilities

Gabriel Kjos
Portland General Electric

Karen Liu
Seattle City Light
Break Out 4 | Casablanca H
Sponsored by


Co-Chair
Vasudha Lathey
Olivine

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

Timothy Knief
Eversource Energy
3:45 - 4:15 pm
Break Out 1 | Casablanca DE + South Hall
Sponsored by

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.

Eva Molnar
Southern CA Edison

Orly Hasidim
Universal Devices

Jingjing Liu
Lawrence Berkeley National Laboratory

Oriana Tiell
Pacific Gas and Electric Company

Charlie Buck
Sacramento Municipal Utility District
Break Out 2 | Casablanca F
Sponsored by

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

Brian Hickey
Threshold Group
Break Out 3 | Casablanca G
Sponsored by

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
Sponsored by

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. 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
4:15 - 4:30 pm
Refreshment Break | Medinas Foyer
Sponsored by

General Session 3 | Casablanca DE + South Hall

Co-Chair
Olivia Patterson
Opinion Dynamics

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

Tom Smith
Puget Sound Energy

Wendy Brummer
Pacific Gas and Electric

Jason Dudley
Arizona Public Service
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

Ryan Edge
SMECO
5:45 - 6:05 pm
What's Up at PLMA | Interest Group Reports
Hear from PLMA’s eight Interest Groups on their plans and upcoming sessions, all in short 2-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




LED Microphones Sponsored by

Reception Games Sponsored by

Reception Opening Act & Photo-Op Sponsored by

Reception Entertainment Sponsored by

Marquee Lighting Sponsored by

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 Skills Coaching 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 Skills Coaching Series. Everyone welcome!

Janet Zavala
Southern California Edison

Michaela Lewin
Uplight

Dee Martir
edo

Kate Merson
ev.energy

Robin Maslowski
Trillium Energy Consulting

Sarah Chatterjee
Electric Power Engineers

Kessie Avseikova
Opinion Dynamics
9:00 - 10:30 AM
LOAD FLEXIBILITY VALUATION 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.

Facilitator
Olivia Patterson
Opinion Dynamics

Facilitator
AJ Howard
Linden Clean Energy

Facilitator
Robin Maslowski
Trillium Energy Consulting

Charles Dawson
Massachusetts Department of Energy Resources

Andrew DeBenedictis
Energy and Environmental Economics

Michael Blonsky
EnergyHub

Leslie Herding
National Renewable Energy Laboratory
CUSTOMER ENGAGEMENT INTEREST GROUP | Casablanca F
Market Research as a Tool, an Insight, and a Path to Successful Programs
Join us for a dynamic session on the power of market research to inform and elevate program design. We’ll begin with a refresher on foundational techniques and share strategies for navigating limited budgets. Then, we’ll dive into a real-world case study of a utility’s EV pilot that encountered challenges—and how those experiences led to future market research. Through a collaborative workshop, we’ll brainstorm market research possibilities to help identify key information needs that support program refinement. Finally, we’ll hear from the utility’s lead researcher on how lessons learned from the pilot are being integrated into a forward-looking strategy.

Colleen Hepner
ComEd

Ana Villarreal
ComEd

Leigh Winterbottom
ICF

Lea Lupkin
Sense
Commercial & Industrial LOAD FLEXIBILITY INTEREST GROUP | Casablanca G
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.

Moderator
Tom Roberts
IGS Energy

Stan Nabozny
Michael’s Energy

Mike Filler
Trane Technologies

Paul Steffes
Steffes

Jim Koontz
Rock Energy Storage
ELECTRIC TRANSPORTATION INTEREST GROUP | Casablanca H
Scaling V2X: Growing Pains or Power Blockers – You Decide
V2X is attempting to move from concept to implementation, but scaling it will mean tackling some stubborn barriers head-on. Interconnection, tariffs, customer trust, costs, OEM readiness – they’re all part of the story. The question is: which ones are real blockers, and which are just growing pains?
This interactive workshop brings together utilities, OEMs, and program implementers for a grounded, solutions-driven conversation about the path forward for V2X. Panelists will share what they’re learning in the field, while attendees weigh in with their own perspectives.
Together, we’ll explore two core themes shaping the future of V2X:
- Interconnection & Technical Barriers: What needs to change in standards, tariffs, and system readiness to make V2X plug-and-play?
- Program Design & Customer Adoption: How do we make participation simple, trusted, and valuable enough for customers to actually say yes?
This won’t be a sit-back-and-listen panel. Expect open discussion, small-group debates, and a few “will it work or won’t it?” challenges as we pressure-test what it’ll really take to move on V2X. Bring your opinions and perspective as we separate the myths, the challenges, and the opportunities to make V2X work at scale.

Katie Parkinson
Pipes and Wires Consulting

Paul Wassink
National Grid

Rani Murali
ChargeScape

Jazmin Padilla
Ford Motor Company

Firas Noueihed
American Honda Motor Company

Jarrod Maddox
TXU
10:30-11:00 AM
Refreshment Break | Medinas Foyer
Sponsored by

General Session 4 | Casablanca DE + South Hall

Co-Chair
Ross Malme
Malme Consulting

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

John de Villier
E3
12:00 - 1:30 pm
Lunch | Casablanca ABC + North Hall
Sponsored by

12:00 - 1:00 Pm
PLMA Education – Lunch Meetup: “Load Flex Fundamentals Class" | Rabat 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.
12:00 - 1:15 PM
EMERGING PROFESSIONALS LUNCH + 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.

Wendy Brummer
Pacific Gas and Electric Company

John Powers
Elexity

Rich Barone
Oracle Utilities

Dave Alspector
Tierra Resource Consultants

Ivy So
APTIM
1:30 - 3:00 pm
CONNECTED DEVICES INTEREST GROUP | Casablanca DE + South Hall
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

Doug Middleton
Tesla

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

Tom Smith
Puget Sound Energy

Timothy Knief
Eversource Energy
BUILDING ELECTRIFICATION INTEREST GROUP | Casablanca F
How to Talk about Grid-interactivity So Your Customer Will Listen
In this workshop, we’ll explore interventions at the building level that can create demand flexibility through grid interactivity. Through an Energy Trust of Oregon case study, we’ll explore steps in the design, construction, and early operations of a new commercial building during which incentives and technical assistance have the greatest impact. Then, we’ll collaborate on identifying key messages to motivate building owners to adopt these approaches. Join us for a rich learning opportunity focused on grid-interactive buildings and hear more about opportunities in the Energy Trust of Oregon’s New Buildings program.

Mark Gentry
Franklin Energy

Luke Surowiec
ICF

Josh Cabot
SERA Architects

Shelly Carlton
Energy Trust of Oregon

Naomi Cole
Konstrukt

Karina Hershberg
PAE Engineers
RETAIL PRICING INTEREST GROUP | Casablanca G
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.

Jordan Folks
Opinion Dynamics

Mahayla Slackerelli
Calpine Community Energy

Michael Pirro
GridX

Charlie Buck
SMUD

Hayden Reeve
Pacific Northwest National Laboratory

George Penny
Lunar Energy

Steve Mannhard
Optiwatt
Load Flexibility and Data Centers Workshop | Casablanca H
Sponsored by

Load Flexibility and Data Centers Solutions Workshop – Time to Think Big
This workshop will feature perspectives from utilities, data center developers and operators, load flexibility service providers, technology providers, and market experts. Please come ready to participate in developing specific solutions to specific problems, with a focus on using load flexibility solutions to accelerate data center interconnection.

Facilitator
Richard Barone
Oracle Utilities

Facilitator
John Powers
Elexity
3:00 - 3:30 pm
Refreshment Break | Medinas Foyer
Sponsored by

General Session 5 | Casablanca DE + South Hall

Co-Chair
Jenny Roehm
Schneider Electric

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

Trevor Udwin
PG&E
4:00 - 4:30 pm
PLMA Utility Members Share
In this 30-minute session you’ll hear from a selection of PLMA utility members on situations they’re currently experiencing. Topics may include a “problem” that needs solving, unexpected results from a pilot (good or bad), or a request for information. These 3-5 minute presentations have few slides and aspire to creating awareness of utility challenges and opportunities, 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. Presentations will be followed with a quick question posed by our moderator, Michael Brown of Berkshire Hathaway NV Energy.
Presenters







5:00 - 6:30 pm
Networking Reception in the Sponsors Lounge
Sponsored by


7:30 - 9:00 am
Breakfast | Casablanca ABC + North Hall
Sponsored by

9:00 - 9:45 AM
BREAKOUT 5 | Casablanca DE + South Hall
Sponsored by


Co-Chair
Ruth Kiselewich
ICF

Co-Chair
Rich Hasselman
GDS Associates
Unlocking Granular Locational Dispatch with Flexible Grouping (Part 1)
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.

Moderator
Megan Nyquist
EnergyHub

Matt Emerson
LADWP

Anthony Saucedo
Southern California Edison

Paul Wassink
National Grid
BREAKOUT 6 | Casablanca F

Co-Chair
Corey Wheat
Copeland

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

Geoff Pratt
Evergy
BREAKOUT 7 | Casablanca G
Sponsored by


Co-Chair
Vanessa Richter
Oracle Opower

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.

Moderator
Stevie Rosen
Bidgely

Raheel Sadiq
NV Energy
BREAKOUT 8 | Casablanca H
Sponsored by


Co-Chair
Debyani Ghosh
Guidehouse

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.

Moderator
George Penny
Lunar Energy

Forrest Csulak
Ava Community Energy

Emily Fisher
San Diego Clean Power

Peter Levitt
Peninsula Clean Energy
9:45 - 10:15 AM
BREAKOUT 5 | Casablanca DE + South Hall
Sponsored by

CONTINUED FROM 9:00 AM:
Unlocking Granular Locational Dispatch with Flexible Grouping (Part 2)
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.

Moderator
Megan Nyquist
EnergyHub

Matt Emerson
LADWP

Anthony Saucedo
Southern California Edison

Paul Wassink
National Grid
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
Sponsored by

BREAKOUT 8 | Casablanca H
Sponsored by

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.

Bryan Jungers
Tucson Electric Power

Dave Alspector
Tierra Resource Consultants
10:15 - 10:45 AM
Refreshment Break | Medinas Foyer
Sponsored by

10:45 - 12:15 pm
ELECTRIC TRANSPORTATION INTEREST GROUP | Casablanca DE + South Hall
Shaping the Charge: Lessons and Innovations in EV Rate Design
As electric vehicle adoption accelerates, utilities are exploring innovative rate designs to encourage charging behaviors that align with grid needs and customer preferences. This session will showcase perspectives on EV-specific rates across both residential and commercial sectors, including dynamic pricing and time-of-use structures. Speakers will share lessons learned from program design, customer engagement strategies, adoption patterns, and implementation challenges. Drawing on case studies from utilities across the country, the discussion will highlight practical insights into rate development, customer response, and pathways to scale EV rates that balance customer value with grid reliability.

Tami Buhr
Opinion Dynamics

Alice Havenar-Daughton
Marin Clean Energy

Kate Merson
EV.Energy

Kristine Kim
APS

Eric Moberg
PHI

Scott Engstrom
GridX
WORKSHOP HOSTED BY Global Load Management Interest GROUP | Casablanca F
Demystifying Grid Services and Untangling Grid Communications
In this workshop, energy expert Dr. Scott Coe will provide a preview of the issues we’ll delve into in the 1:30 pm session “Open Communication Standards for DER Technologies.” He’ll provide a deep-dive into the Distribution System Operator (DSO) model which can enable smarter, more flexible grid management. He will also provide a framework to clarify roles and responsibilities in delivering grid services, highlight the challenges and impacts of non-standardized grid communication standards, and explore ideas to modularize the integration of systems. Join us and share your perspectives on how we facilitate a world where grid operators can leverage customer devices to create real customer benefits.

Dr. Scott Coe
GridOptimize

Michael Brown
Berkshire Hathaway, NV Energy

Ross Malme
Malme Energy Consulting
PUBLIC POWER INTEREST GROUP | Casablanca G
Load Flexibility in Practice: Case Studies from Public Power, Co-ops, and Joint Action Agencies
Successfully implementing load flexibility and demand management programs requires approaches that fit a utility’s specific governance and operational constraints. Strategies that work for large investor-owned utilities often need significant adaptation for the public power and cooperative environment. This session features utility leaders who will share practical, real-world experience, focusing on challenges, successes, and key lessons learned from their programs. The primary goal is to foster conversation and collaborative problem-solving among attendees who may have helpful experiences of their own. Join us for a dynamic session that contrasts the load management strategies of a large public power utility, a major G&T cooperative, and a joint action agency. Attendees will gain a clear understanding of how utilities of different sizes and models are advancing their initiatives, followed by a dedicated, collaborative Q&A designed to facilitate peer-to-peer discussion and collective knowledge-sharing.

Matthew Durham
Sacramento Municipal Utility District

John Reinhart
Great River Energy

Zoe Eckert
Massachusetts Municipal Wholesale Electric Company
Commercial & Industrial LOAD FLEXIBILITY INTEREST GROUP | Casablanca H
Energy Co-Optimization Blueprint: Unlocking Flexible, Low-Carbon Commercial Building Operations
The energy industry is rapidly evolving toward a future where flexible loads are dynamically managed to meet multiple objectives—grid reliability, cost optimization, carbon reduction, and emergency response—rather than siloed, event-based demand response (DR). This presentation explores how energy co-optimization can deliver these outcomes across both large and small/medium commercial buildings.

Joe Bourg
Olivine

John Powers
Elexity
12:15 - 1:30 PM
Lunch | Casablanca ABC + North Hall
Sponsored by

12:15 - 1:15 pm
WOMEN IN LOAD FLEXIBILITY: LUNCH WORKSHOP | Kenitra AB
Join our career Skills coaching series kick off
Join us for some break-out conversations with our PLMA leaders who work for a cross-section of PLMA’s membership. We’ll discuss a variety of important career-advancing skills and seek your input on the challenges you’ve faced as you build your strengths and capabilities. Plus, we’ll roll out the schedule for this new learning series. Topics will include: Presentation Skills, Be the Spark Igniting Your Career, and more. Everyone welcome!

Janet Zavala
Southern California Edison

Michaela Lewin
Uplight

Dee Martir
edo

Kate Merson
ev.energy

Robin Maslowski
Trillium Energy Consulting

Sarah Chatterjee
Electric Power Engineers

Kessie Avseikova
Opinion Dynamics
1:30 pm
Sponsor lounge closes
Closing Session | Casablanca DE + South Hall
Sponsored by


Chair
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.

Moderator
Olivia Patterson
Opinion Dynamics

Robert Anderson
Olivine

Wendy Brummer
PG&E

Dr. Scott Coe
GridOptimize

John Powers
Elexity

Bruce Nordman
LBNL (Retired)
2:30 pm
Welcome to Indianapolis for the Spring 2026 Conference!

Lauren Schuettler
Wabash Valley Power Alliance
2:40 pm
Closing Remarks

Robin Maslowski
Trillium Energy Consulting
2:45 pm
Ice Cream Social | Medinas Foyer
Sponsored by
