12:00 - 1:00 pm
SHARED Lunch
Combined Opening Plenary Session for EV and Data Centers | Salon 1-4

Co-Chair
Allison Hamilton
National Rural Electric Cooperative Association

Co-Chair
Ross Malme
Malme Consulting
1:00 - 1:15 pm
Welcome and Opening Remarks
1:15 - 2:00 pm
Flexible Load at Scale: What EVs Taught Us and What Data Centers Will Challenge
Electric vehicles (EVs) have been the proving ground for flexible load over the past five years. Utilities, regulators, and solution providers have piloted and scaled managed charging programs, tested time-varying rates, and begun integrating flexibility into planning processes.
At the same time, a new wave of load growth is emerging from large data centers, with individual facilities often exceeding 100 MW and requiring near-perfect reliability.
This session brings these two worlds together to answer a critical question: What lessons from EV flexibility actually translate to large-scale, mission-critical loads like data centers, and where do entirely new approaches need to be developed?
2:00 - 2:30 pm
SHARED Refreshment Break
2:30 - 3:15 pm
EV Break Out 1 | Salon 5-7

Co-Chair
Katie Parkinson
Pipes and Wires Consulting

Co-Chair
Meghan Jennings
Rappahannock Electric Co-op
Driveway-2-Grid: Reality Check on Large-Scale V2X Pilots
In 2025 and 2026, the MassCEC V2X Pilot Project Program installed and operated V2X chargers across 5 school districts, 4 municipal projects, and with 30 residents across the state. The program covered multiple chargers, vehicles, and utilities, and allowed for real-world pressure testing of V2X to see what it can really do. Learn from the program team what worked and what didn’t with operational, technical, and customer experience.
EV Break Out 2 | Studio D-E

Co-Chair
Gary Smith
Sagewell

Co-Chair
Ryan Bird
Energy Solutions
The Role of Rates in EV Load management – Lessons from Real-World Deployments
TOU tariffs or dynamic “hourly flex” pilots – reflect diverse approaches to leveraging rates for EV load management. Even with different design goals, rate structures remain at the heart of utility-level EV charging load strategies.Both traditional and advanced rate designs are integral to effective EV load management, but what is the right mixture of each and what needs to be true for successful scale and grid impact.This panel will feature leaders in leveraging rates with real world case studies abstract – from TOU to real-time pricing – and show how, with programmatic aspects – they are shaping the next generation of EV load management practice, informed by emerging field experience and pilot deployments in California.
EV Break Out 3 | Studio B

Chair
Kessie Avseikova
E Source
Managed Charging Opportunity for Medium and Heavy-Duty Fleets
This session will dive into the evaluation of $700M in charging infrastructure spending for four California utilities-SCE, PG&E, SDG&E, and Liberty, with most of that funding targeted towards medium-to-heavy-duty fleets. The 5th year of the evaluation focused on reasons why only 20% of more than 300 participating fleets manage their charging. We conducted 40+ fleet manager interviews and site visits and will preset the reasons behind the lack of managed charging. Fleet responses varied from lack of awareness to barriers associated with charging hardware, software, and vendor support.
3:15 - 4:00 pm
EV Break Out 1 | Salon 5-7
Back in Action: Reducing Customer Attrition in Managed Charging Programs
Device disconnects are a persistent challenges in sustaining enrollment levels for managed charging programs, with implications for program performance, customer experience, and cost-effectiveness. This panel brings together OEM and utility representatives to explore different approaches that are fostering customer retention in managed charging programs. OEMs occupy a distinct position in the managed charging ecosystem: direct customer relationships through native apps and in-vehicle interfaces, and real-time visibility into vehicle connectivity status. Panelists will discuss how these characteristics shape their approach to detecting disconnects, triggering re-engagement, and streamlining re-enrollment. Utilities will highlight real world results from managed charging programs with insights on enrollment conversion and long-term participation. Drawing on experience from active programs with utilities including National Grid, DTE Energy and Xcel Energy, the discussion will cover strategies for reducing disconnect rates, including the benefits of automated outreach versus manual reconnect campaigns.
EV Break Out 2 | Studio D-E
How Locational EV Charging Optimization Supports Affordability
As EV adoption accelerates alongside data center load, utilities face mounting pressure to integrate large new loads while maximizing grid reliability, affordability, and decarbonization objectives. EV charging poses a great challenge and a promising opportunity at the distribution level – the difference depends on when and how they are charged.Traditional solutions like time-of-use rates alone can create further issues. For example, Xcel Energy identified a ~45% increase in feeder peak charging load as EVs charged simultaneously during off-peak periods. Grid-aware managed charging offers a fundamentally different approach. In this panel, BGE and Xcel Energy will share localized grid-aware managed charging design and results from their scaled programs with WeaveGrid. Panelists will explain grid-aware distribution optimization, the customer experience, real grid benefits at scale, cost-effectiveness analysis, and implications for distribution planning. Attendees will also hear firsthand from panelists about the lessons learned from deployment, providing real-world insights and concrete takeaways.
EV Break Out 3 | Studio B
Running a Utility-Led Commercial Managed-Charging Program – What the Data Actually Looks Like
Utilities are increasingly relying on managed charging to integrate growing commercial EV loads while meeting aggressive policy targets and avoiding costly distribution upgrades. However, the grid value of managed charging depends heavily on the availability, quality, and alignment of charging data across EVSEs, network service providers, and site hosts.This presentation shares lessons learned from operating one of the country’s first utility-led commercial managed charging programs. Drawing from real program experience, it examines what charging data utilities can reliably access today, where data gaps and delays emerge, and how these challenges directly affect load management, program efficacy evaluation, and grid planning. The session will highlight the tradeoffs utilities face between ideal data and what is feasible in practice, and how program design and operations can adapt to still deliver meaningful grid benefits. The discussion will focus on actionable insights for utilities, vendors, and planners designing scalable commercial managed charging programs.
4:00 - 4:30 pm
SHARED Refreshment Break
EV Day 1 Closing Session | Salon 1-4

Co-Chair
Stacy Noblet
ICF

Co-Chair
Mathias Bell
WeaveGrid
4:30 - 5:15 PM
Exploring Approaches to Implementation and the Operational Realities
EVs introduce unique load management challenges, from clustering on neighborhood transformers to critical, mobility-first customer experiences. Addressing these challenges and realizing the full potential of transportation electrification requires thoughtful approaches, and partnerships. This panel brings together utility and automakers to explore how we can unlock next-generation solutions to serve growing EV load without triggering massive infrastructure costs. Panelists will share real-world lessons and discuss what it takes to build secure integrations, unlock advanced functionality like distribution-level optimization and V2X, and leverage opportunities to scale managed charging programs that support reliability and affordability for all customers. Utility experts will define the constraints and practical challenges that utilities must navigate – the cost and scalability challenges, and providing programs for all EV drivers and the complexities of the customer relationships.
5:15 - 5:30 PM
Technology Advancement Roundtable
6:00 - 9:00 PM
Dinner Reception
7:00 - 8:00 am
SHARED Breakfast
EV Day 2 Opening Session | Salon 5-7

Co-Chair
Aakriti Gupta
EnergyHub

Co-Chair
Kate Merson
EV.Energy
8:00 - 9:00 AM
Customer Experience – The Key to Success
Join us for a conversation between OEMs and solution providers focused on how making things easy for the customer is necessary for success.
9:00 - 9:30 am
SHARED Refreshment Break
9:30 - 10:15 AM
EV Break Out 5 | Salon 5-7

Co-Chair
Derek Kirchner
TRC Companies

Co-Chair
Corey Wheat
Copeland
Xcel Energy’s Strategy for Optimizing the Value of Managed Charging
In Fall 2025, Xcel Energy initiated a Managed Charging Study to evaluate the present and future value of control pathways (active, passive, unmanaged) and benefit streams (bulk system versus distribution). Led by the Xcel EV strategy team, the study integrates detailed simulation modeling from T&D planning to estimate optimal enrollment levels as EV adoption scales, with the goal of maximizing avoided system costs and ratepayer benefit. E Source contributed market insights through a survey of 1,000 EV owners identified via AMI-based disaggregation, capturing customer preferences, behavioral variability, and willingness to enroll at different incentive levels. Currently the industry is focused on answering the binary question, is managed charging cost-effective? This study advances the conversation by identifying where, when, and how managed charging becomes cost-effective with a framework for assessing the relative value of different control strategies and optimization objectives using real world grid, program, and driver data.
EV Break Out 6 | Studio D-E

Co-Chair
Dave Alspector
Tierra Resource Consultants

Co-Chair
Palak Jain
Oracle Utilities
Shaped by Demand: Exploring Commercial EV Load Management Feasibility & Insights for Planning
There is growing interest in developing utility offerings for commercial and fleet managed charging but first it is important to understand where, when, and how these customers charge, their willingness to participate, and how this varies by segment. This session will highlight the results of two timely studies. The first was completed by E Sourceone through a Managed EV Charging Study with Oncor. The targeting phase of the study included a clustering analysis of Oncor customers’ charging loads to identify and characterize the EV charging patterns at 85 sites and understand variations in charging behavior across customer segments. Results will be shared as will targeted load management strategies, providing a helpful framework for new commercial and fleet load management offerings. The second study, presents the findings of a decade-long dataset with over 200,000 charging session collected across eight federal work sites. Key findings reveal charging behavior of different user groups and will provide actionable insights into workplace charing as manageable load that can provide grid support for peaks, system stress, and enable flexibility.
10:15 - 11:00 am
EV Break Out 5 | Salon 5-7
Turning EV Charging Data into Action: Preparing Cooperatives for Managed Electrification
As electric vehicle adoption accelerates, electric cooperatives face growing challenges in load management, infrastructure deployment, and system planning. This session highlights how REC is using real-world data—including insights from a three-year EV pilot program—to prepare for increasing electrification across residential, public, and emerging fleet charging.Drawing on Level 2 and DC fast charging deployments, REC shares lessons learned on member participation, charging behavior, and program performance, supported by analytics and dashboards developed in partnership with BrillIT. Attendees will better understand how EV adoption impacts peak demand, distribution assets, and long-term planning.REC will also discuss how these insights are shaping future strategies, including potential DERMS integration, managed charging programs, and new member offerings to actively influence load. The session concludes with practical lessons for scaling electrification while maintaining reliability and affordability.
EV Break Out 6 | Studio D-E
Leveraging Software Integrations for Improving Managed Charging Program Access
Managed charging programs are poised to move from small-scale technology demonstrations to long-term programmatic and tariff offerings. A key challenge currently limiting scale are data pathways, affecting utility’s ability to control and communicate with devices. This panel will explore the distinctions of authorized integrations between utility or DERMS platforms and automaker (OEM) telematics systems as well as alternative approaches that rely on third-party APIs. Authorized integrations can be complex to enable at scale, including considerations related to cybersecurity, customer privacy, brand experience, and platform control. However, these integrations can expand the pool of eligible customers, streamline enrollment, and leverage trusted OEM-customer relationships to support education and participation.This panel will explore the current landscape of integrations, the role utilities play in defining data requirements, how OEMs are evolving integration strategies, and recommendations for the industry. This panel will be an early preview of SEPA, ChargeScape, and EnergyHub’s late August whitepaper.
EV Break Out 7 | Studio B
Lessons from the Field: Integrated EV Fleet Managed Charging
Panelists will discuss the real-world deployment of integrating an EV fleet managed charging system to a DERMS platform in an active utility territory to enable grid-aware charging while meeting fleet operational requirements. The discussion will focus on practical challenges encountered during integration and installation, how roles and responsibilities were defined across organizations, and what results were observed once the system went live. Rather than future concepts, this session emphasizes real outcomes, lessons learned, and insights that other utilities and fleets can apply today to support fleet electrification while reducing the need for costly distribution upgrades.
11:00 - 11:15am
SHARED Refreshment Break
EV Day 2 Closing Session | Salon 1-4

Hilary Polis
Opinion Dynamics