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                              The producers of Smart Grid
                              Implementation Summit present
                                                                                              October 9th to
                                                                                                 SAVE up to



    SMART
                                                                                                           $998


    Metering
    Networking and
    Operations Summit
    Operationalize AMI Projects, Manage Customer
    Interface and Ensure a More Stable Grid


    Date: December 7-9, 2009 • Location: Washington, DC Metro Area

Real life case                    Engage with your industry peers to build a NEW BUSINESS
studies from                       MODEL for smart grid projects, ensure that you are making
Investor Owned,                    the RIGHT INVESTMENT in technology and secure PUBLIC
Municipal and Co-op                 SUPPORT for your AMI pilots by attending discussions on:
Utilities including:                  SMART GRID OPERATIONS – advanced grid observation, control, quality and
                                       reliability
•   Austin Energy
                                       GRID OPTIMIZATION – optimize the assets and resources (i.e. workforce and
•   Centerpoint Energy                 equipment)

•   Pacific Gas and Electric            DEMAND RESPONSE MANAGEMENT – retail, customer care, pricing options and
                                        control, visibility into utilization
•   San Diego Municipal                  VALUE CHAIN INTEGRATION – enabling demand and supply management,
    Utility                              distributed generation and load management

•   Oncor Energy                          STRATEGY, MANAGEMENT AND REGULATORY – vision, planning, decision
                                          making, strategy execution
•   Hydro One                             MODERNIZED UTILITY ORGANIZATION & STRUCTURE – communications,
                                          culture, training
•   Salt River Project
                                          SMART TECHNOLOGY – information, engineering, integration of information
•   Pepco Holdings Inc.                   and operational technology, standards



Co-located with                           Media Partners:




www.scadasecuritysummit.com                   www.smartmeteringsummit.com
Smart Metering                                                                                           Operationalize
                                                                                                         AMI Projects, Manage
                                                                                                         Customer Interface and
Networking and Operations Summit                                                                         Ensure a More Stable Grid


    Date: December 7-9, 2009 • Location: Washington, DC Metro Area

                                                                                            Who Will Attend:
       Dear Colleague,                                                                      CFOs, CIOs, SVPs, VPs, Directors and
                                                                                            Managers responsible for:
       With federal funds being released                                                     •   Smart Grid and AMR/AMI/MDM
                                          for utility companies throughout the                   Metering
      nation to upgrade transmission and
                                            distribution facilities to “smarter”
      technologies, companies are facing                                                         •   Distribution Operations
                                           the very serious reality of designing
      implementing grid components. The                                           and                    Asset Management
                                             Smart Metering Networking &                             •

      Operations Summit is a practica
                                        l forum for utility companies to com                                 Demand Response
      together and exchange best practice                                       e                        •

                                            s on how to implement a more stab
      grid, from required components to                                            le                        •   Distributed Generation
                                          recognition of realistic deadlines for
      deployment of advanced technolo                                             the
                                        gies.                                                                    •   Electric Operations

      The goals of energy efficiency, ach                                                                            •       Customer Service
                                           ieving sustainable energy targets,
      control over energy consumption                                           greater                                  •       Information Technology
                                          and revolutionary technology hav
      captured public and media attentio                                      e
                                            n. However, the burden of making                                                 •       Meter Data Management
      promises a reality is on your shoulde                                        these
                                             rs. As you and your technology part                                                     Distribution Automation
      compete for DOE funding, you mus                                               ners                                        •

                                            t focus on practical details of you
      projects. At the Smart Metering Net                                       r AMI                                            •       Distribution Generation
                                            working & Operations Summit you
                                                                                    will:                                            •   Smart Appliances
        • Discuss
                   smart metering implementation cha
          “best in class” smart grid project            llenges with your peers and
                                             managers from Austin Energy,
          Centerpoint Energy and Oncor Ene
        • Navigat
                                               rgy
                  e a “technology roadmap” – redu
                                                      ce uncertainties about existing                                                    Sponsorship and
          and emerging technology, underst                                                                                               Exhibition
                                              and standards interoperability, and
          prepare for extensive data manage
       • Stay curr
                                              ment capabilities                                                                          Opportunities
                   ent on the developments in the sma
         the competing field of networking               rt grid space, especially in
                                               and communications                                                                         Sponsorships and exhibits are
                                                                                                                                          excellent opportunities for your
    If you are in the process of develop                                                                                                  company to showcase its
                                          ing, refining and executing your bus
    plan, please take a few minutes to                                            iness                                                    products and services to high-
                                          read through the agenda, and then
    our website – www.smartmeterings                                              visit                                                    level decision-makers and
                                           ummit.com. I look forward to mee
    you in Washington in December,                                              ting                                                       budget holders attending the
                                        at the most important meeting of
    for electric power industry.                                             the year                                                      Smart Metering Networking &
                                                                                                                                           Operations Summit. IQPC helps
                                                                                                                                           companies like yours achieve
    Best regards,
                                                                                                                                           important sales, marketing and
                                                                                                                                           branding objectives by setting
                                                                                                                                          aside a limited number of event
                                                              your
                                                P . Maximize
                                                 .S                                                                                       sponsorships and exhibit spaces
                                                               ence by
                                                learning experi
                                                                                                                                          – all of which are tailored to
                                                                                                                                          assist your organization in
                                                 attending our                                                                           creating a platform to maximize
                                                                rkshops!
                                                 interactive wo
                                                                                                                                         its exposure at the event.
    Tatiana S. Diykova                                          nd
    Senior Conference Director                   Se e page 3 a                                                                     For more information on
                                                                y!
                                                  register toda
                                                                                                                                   sponsoring or exhibiting at this
    IQPC                                                                                                                          or upcoming events, please
                                                                                                                                  contact Mario Matulich at
                                                                                                                                 (212) 885-2719 or
                                                                                                                                 sponsorship@iqpc.com


2     Register now! www.smartmeteringsummit.com or 1-800-882-8684
Pre-Conference Workshops
    Monday, December 7, 2009


               12:15 pm – 3:15 pm          (Registration at 11:30 am)
     A         Projecting the Economic Value of an Investment in Smart Grid and Building the Business Case

     Smart grid projects are capital intensive, impact different departments      •   Quantifying societal benefits such as avoided generation
     within the utility organization and affect the cost of energy and                investment, reduction of a carbon footprint and assessing
     service levels for the end-users. This workshop will guide participants          intangible customer benefits
     through steps required to perform an analytic assessment of the
     economic value of a smart grid project before committing to actual           How you will benefit:
     deployment or before making a decision to scale up an existing               • Understand the choice of a project within the constraints of limited
     Automated Metering Initiative.                                                 finances and in situations where working capital recovery is limited
                                                                                    by the regulatory process
     What will be covered:                                                        • Avoid making common generic assumptions that may compromise
     • Modeling assumptions present in regional variations such as                  the financial success of your project
       regional conditions of service reliability criteria, cost of building a    • Identify sensitivities in your risk assessment and benchmark against
       new generation, information requirements for customers and tax               your industry peers
       laws
     • Estimating the timing and sequencing of benefits and costs of a            Workshop Leader:
       project                                                                    Joseph Messick, Strategy and Operations, Deloitte




     B         3:30 pm – 6:30 pm          (Registration at 3:00 pm)
               Integrating Smart Grid Analysis and Valuation into Utility Enterprise Business Planning
     Smart grid technology and smart grid projects are fairly new to the          How you will benefit:
     industry but accurate evaluation of smart grid performance and               • Enhance the robustness of your business case
     impact on existing assets and operations is essential for utility business   • Plan and account for environmental compliance and sustainability
     forecasting. This workshop will guide participants how to execute            • Monitor your project's performance and identify areas for corrective
     business planning initiatives that account for these new and changing          action
     business considerations. In this session, you will gain a clear approach
     for properly integrating Smart Grid and business planning.                   Workshop Leaders:
                                                                                  Jere Jacobi, Partner, ScottMadden
     What will be covered:                                                        C. Scott Wilson, Partner, ScottMadden
     •
       An analytic framework to determine business and operating model
       impacts of smart grid projects
     • Accounting for reliability benefits, operating efficiencies and savings
     •
       Quantifying financial and operational implications of renewables
       and distributed resources integration
     • Capital planning and budgeting implications




    Media Partners:




3      Register now! www.smartmeteringsummit.com or 1-800-882-8684
Main Conference Day One
     Tuesday, December 8, 2009

                                                                                              network. The addition of sensor technology, communications
    7:30    Registration & Coffee                                                             infrastructure and IT will help optimize the performance of grid in
                                                                                              real-time, improving reliability, efficiency and security. However,
    8:00    Chairperson’s Welcome and Opening Remarks                                         what are the key features to ensure system-wide visibility?
                                                                                              • Real world aware systems: complex event processing, monitoring

    8:15    Keynote: Developing a Utility Business Model                                        and control
            to Promote Energy Efficiency                                                      • Leveraging advanced measurement technology to get more

            The evolution from traditional electric delivery to a modernized
                                                                                                precise readings of transmission flows throughout the grid
            grid fundamentally impacts the utility revenue generation model.                  • Isolating and responding to system issues automatically to

            Utilities are moving away from selling electricity on volume,
                                                                                                prevent cascading failures
            focusing on advanced control systems and are rethinking
            business operations. In order to achieve these goals, structural                  Bob Frazier
            changes and committed leadership need to pave way for                             Director of Technology
            overcoming asset management, financial, technological and                         CenterPoint Energy
            workforce challenges. Learn how Oncor identified obstacles to
            adoption of new technology, reinvented its relationship with its          11:30   UTILITY IT ROADMAP
            customers and prepared to respond to Texas energy efficiency
                                                                                              Future Proofing Utility Systems Architecture
            directives.
            • Smart grid drives organizational changes (addressing aging
                                                                                              Utilities must adequately understand and implement the systems
                                                                                              architecture and technical requirements necessary to support both
              workforce, culture issues, etc)
            • Smart grid measures on balanced scorecard
                                                                                              present AMI projects and future smart grid planning. In contrast
            • Consistent leadership across LOBs
                                                                                              to the historical paradigm of “one-off” improvements, smart grid
            • Adoption of matrix or overlay structure
                                                                                              necessitates continuous upgrading. Therefore, it is imperative to
                                                                                              develop an underlying platform that will support future
            Mark Carpenter                                                                    applications so that a future systems has full compatibility with
            Vice President and CIO                                                            the systems being deployed today.
                                                                                              • Security
            Oncor Energy
                                                                                              • Network management

                                                                                              • Data management
    9:00    GRID OPTIMIZATION through DATA
                                                                                              • Other core capabilities

            Leveraging Greater Access to Grid Data to
            Improve Critical Energy Infrastructure                                            John Heflin Baker, Jr., P.E.
            The promises of a faster grid include better reliability, faster                  Chief Strategy Officer
            system recovery and a higher level of resilience as the system                    Austin Energy
            moves towards a self-healing grid. Making these promises a reality
            requires strong management of data and incorporation of                   12:15   Networking Luncheon
            information fuelled insights into grid operation. This session
            focuses on how utilities are changing their business in the face of       1:15    UTILITY IT ROADMAP
            new technology and information.
            • Data flows end to end (i.e. customer to generation)
                                                                                              Breaking through IT Silos
            • Predictive modelling and near real time simulation, analytics
                                                                                              Smart Grid efforts lag when utility departments work only within
                                                                                              their own area and fail to collaborate with one another. The vision
              drives optimization
            • Enterprise wide security to protect data, privacy
                                                                                              for the Smart Grid becomes narrow rather than comprehensive.
                                                                                              Ensuring that AMI system can properly communicate with meter
            Ralph Carlson                                                                     data management (MDM), customer care and billing systems (CIS)
            Rate and Pricing Advisor                                                          and outage management systems (OMS) is imperative to a
            San Diego Municipal Utility                                                       project’s success. To break through these barriers, utilities need to
                                                                                              be willing to try some new approaches. This session will examine
    10:00   Morning Networking Break                                                          four solutions that can help utilities move Smart Grid projects
                                                                                              through existing bottlenecks:
                                                                                              • Cultivating a cross-functional perspective
    10:45   GRID OPTIMIZATION through CONTROLS
                                                                                              • Developing a strong business case

            Enhancing Operational Efficiencies for Utilities                                  • Relying on open standards

            Through “Smart Monitoring” for System                                             • Pacing investment and deployment

            Reliability, Operational Efficiency and Asset
            Utilization and Protection                                                        Pat Hogan
            In the current push for overall grid efficiency, utilities look to grid           Senior Vice President
            optimization to leverage digital control over the power delivery                  National Grid


4           Register now! www.smartmeteringsummit.com or 1-800-882-8684
2:15   METER DATA MANAGEMENT                                                   3:45       DEMAND RESPONSE MANAGEMENT
           Risk Management of the Enhanced Information                                        Double Session: Re-Imagining and
           Loop Between Utilities and Customers                                               Re-Engineering the Utility Relationship with
           The ongoing transformation of the electric grid introduces                         Consumers through Deploying Technology in
           additional system security issues, especially as it pertains to the                the Home to Drive Changes in Consumer
           flow of consumer information from home to control centers in                       Behavior
           utilities and then utilization of this information throughout the
                                                                                              Part I. Case Study Presentations
           utility. Therefore, added layers of security standards, controls,
                                                                                              The twin goals of a smart grid vision is better informed consumers,
           policies and procedures are necessary to keep the control of
                                                                                              taking an active role in managing their consumption of energy, and
           power generation and keep transmission and distribution
                                                                                              more intelligent utilities, providing customers with complete
           equipment robust and safe from unreliability and tampering.
                                                                                              information about energy use. However, a present challenge for
           Security and risk management concerns must be addressed as a
                                                                                              utilities is education of consumers about this new approach to
           high priority. In this session, learn how to:
           • Identify threats and vulnerabilities in information flows
                                                                                              electric consumption. The issue becomes particularly pressing when
           • Achieve increased visibility at meter points through different
                                                                                              the actuality of incorporating technology hits the residential home.
                                                                                              What strategies can utilities deploy to encourage consumer
             data capture techniques
           • Synthesize data into actionable intelligence and automated
                                                                                              engagement in electric data management? What are some proven
                                                                                              strategies to incentivize changes in consumer behaviour?
             decision-making
                                                                                              Part II. Peer to Peer Roundtable Discussion
           Mark Fabro
                                                                                              Session attendees will break into small groups for in depth discussions
           Chief Security Scientist & Panelist for Subcommittee on
                                                                                              around the following topics highlighted in the main session:
           Emerging Threats, Cybersecurity and Science and Technology
                                                                                              • Forecasting and managing customer behaviour
           Department of Homeland Security
                                                                                              • Workforce training program, specifically for customer care


                                                                                                representatives and outage managers
    3:00   Afternoon Networking Break                                                         • Structuring education programs for residential customers – what


                                                                                                does the consumer care about?

                                                                                              Richard Bertolo
                                                                                              Hydro One

                                                                                              Kara Young
                                                                                              Senior Engineer
                                                                                              Salt River Project

                                                                                   5:30       Close of Day 1




    Main Conference Day Two
     Wednesday, December 9, 2009

    7:30   Registration & Coffee                                                          •   Leveraging government and private funding for clean energy
                                                                                              investments
    8:00   Chairperson’s Opening Remarks                                                  •   Stimulus funding allocation
                                                                                          •   Building strategic partnerships with suppliers and vendors
    8:15   The Financial Outlook of the Smart Grid                                        Mark Townsend Cox
           Economy – Follow the Dollars!                                                  Managing Partner
           In spite of the weakened economic conditions, electric power
                                                                                          New Energy Fund, LP
           utilities continue to make financial commitments in smart grid
           building blocks and related automation programs. Regulatory
                                                                                 9:15     SMART TARRIFF STRATEGIES
           pressure and mandates for service reliability improvements;
           obsolescence of existing grid infrastructure equipment; and the                Evaluating Hourly Pricing, Peak Time Rebate
           development of government funded stimulus programs such as                     and Critical Time Pricing Structures – Lessons
           the U.S. ARRA provisions for funding some electric power                       from the PowerCentsDC Pilot
           investments in smart grid technology are just some of the drivers              Utilities can create real markets for electricity with process that
           in this space. This session will convene a panel of financial                  vary by the minute but consumer groups have often resisted
           industry experts to discuss the future of the smart grid economy               flexible pricing. What is the best choice for a utility between
           and specifically:                                                              mandatory, default or voluntary flexible structures? In this session,
                                                                                          learn how the Pepco smart metering project in DC:


5          Register now! www.smartmeteringsummit.com or 1-800-882-8684
•   Modelled costs to the utility and savings from energy conservation               •   Cyber security
                using smart metering pilot testing different pricing structures                  •   Communications among regional market operators, utilities,
            •   Re-trained its customer care and customer management services                        service providers and consumers
                to address user concerns over price of electricity and improve                   •   Coordinating operation of the bulk power system with new and
                customer information systems
                                                                                                     emerging technologies for renewable resources, demand
            •   Leveraged models of customer behavior from the SMMIP
            •   Established relationships with DC regulatory stakeholders and consumer               resources, electricity storage and electric transportation systems
                groups to promote the company-wide DLC program in the area
                                                                                                 Moderator:
            Rick Morgan                                                                          Dr. David Wollman
            Commissioner                                                                         Acting Group Leader
            DC Public Services Commission                                                        NIST
            Lawrence Daniels
            Assistant People’s Counsel                                                    2:15   LESSONS FROM THE FIELD
            Office of People’s Counsel                                                           Implementing a Smart Metering Deployment
            Charles Dickerson                                                                    Strategy
            Vice President Customer Care                                                         The Salt River Project for smart grid includes installation of smart
            PHI                                                                                  meters and communications, system optimization correlating data
                                                                                                 to allow fine-tuning of voltages and reactive power and
    10:00   Morning Networking Break                                                             microgrids. Learn how the company identified and resolved
                                                                                                 operational, technical and regulatory issues pertaining to network
    10:45   SMART NETWORKING AND COMMUNICATIONS                                                  infrastructure deployments, including:
                                                                                                 • Development and planning of the deployment strategy (and

            Establishing Effective AMI Communication                                               overall design basis coordination)
            Networks: Alternatives to Power Line Carrier                                         • Addressing the need to technical standards and selection of

            Technology                                                                             technology partners
            In order to realize the true vision of Smart Grid, utilities will need               • Coordination of enterprise SmartGrid applications to deliver
            to run as many applications as possible over their field area
            networks (FANs). Issues of reliability, scalability and cost will                      system and customer benefits across all applicable jurisdictions
            continue to dominate the conversation, but bandwidth and latency
            are emerging as important factors as well, especially as utilities                   Kara Young
            prepare for real time demand response. Most importantly, several                     Senior Engineer
            key features of smart grid require ability to speak to each other                    Salt River Project
            and a reliable communication network must be established to
            ensure data can be transmitted in real time. Developing a long-               3:00   Afternoon Networking Break
            term technology plan in tandem with this network will ensure
            scalability and protect against costly retrofitting.
                                                                                          3:30   40 Ideas in 60 Minutes
            Zigbee session via Tendril                                                           Panel of experts will break down the tools and activities that had the
                                                                                                 greatest impact on their business. The panel will also brainstorm next-
    11:30   SMART TARRIFF STRATEGIES                                                             steps and outline key takeaways for the conference participants.

            Selling Intermittent Power to Consumers                                              Discussion will center on the following topics:
            On some windy nights in Texas and California, utilities have more wind               • Communication among regional market operators, utilities, service
            power than they can use. But on some hot afternoons, when the wind                     providers and customers
            fails, utilities have shortages. Reserve margins become very tight. As               • Ensuring that bulk power system operators have wide-area

            wind becomes an ever greater source of supply, this problem will grow
                                                                                                   situational awareness with technology that allows them to monitor
            larger. Time-of-use pricing doesn’t solve this problem.
                                                                                                   and operate their systems
                                                                                                 • Coordination of operations with new and emerging technologies
            What is the best way to charge for wind power? Is it possible
            match supply with demand? Can utilities use smart meters to help                       for renewable resources, electricity storage and electric
            solve this problem? Traditional time of use rates are of limited                       transportation systems
            usefulness in managing wind generated electricity. This talk
            presents a new pricing strategy to exploit smart meters on the                       Elton Sherwin
            smart grid. A strategy that doesn’t require huge batteries or                        Senior Managing Director
            dynamic pricing, a strategy that even grandma can understand.                        Ridgewood Capital

            Elton Sherwin                                                                        Mark Carpenter
            Senior Managing Director                                                             Vice President and CIO
            Ridgewood Capital                                                                    Oncor Energy

                                                                                                 Andres Carvallo
    12:30   Networking Luncheon
                                                                                                 CIO
                                                                                                 Austin Energy
    1:30    STANDARDS ROADMAP ROUNDTABLE
            DISCUSSION                                                                           Bob Frazier
                                                                                                 Director of Technology
            Developing Interoperable Technology Standards                                        CenterPoint Energy
            – Industry Priorities and Regulatory Perspectives
            In this interactive session you will break up into small groups and
            exchange with your utility peers needs, ideas and initiatives for standards
                                                                                          4:30   Chairperson’s Closing Remarks and Close of
            development and formulation surrounding the following topics:                        Conference


6           Register now! www.smartmeteringsummit.com or 1-800-882-8684
Smart Metering                                                                                                                            Operationalize
                                                                                                                                          AMI Projects, Manage
                                                                                                                                          Customer Interface and
Networking and Operations Summit                                                                                                          Ensure a More Stable Grid

Date: December 7-9, 2009 • Location: Washington, DC Metro Area                                                                           Co-located with



    REGISTRATION CARD                    (Email this form to info@iqpc.com or fax to 646-378-6025)
                                                                                                                                          www.scadasecuritysummit.com
    YES! Please register me for
    ❑ Conference Day                          ❑ Workshop(s): ❑ A                ❑B

    Name _________________________________________________________________________________________________________

    Job Title _________________________________________________ Organization_________________________________________

    Approving Manager_____________________________ _______________________________________________________________

    Address _______________________________________________________________________________________________________

    City________________________________________State__________________________________________Zip_________________

    Phone______________________________________E-mail_____________________________________________________________

    ❑ Please keep me informed via email about this and other related events.

    ❑ Check enclosed for $_________ (Payable to IQPC)                                 ❑ Charge my ❑ Amex ❑ Visa ❑ Mastercard ❑ Diners Club

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    ❑ I cannot attend, but please keep me informed of all future events.



    Registration Information                                                              Special Discounts Available: A limited number of discounts are available for the non-
                                                                                          profit sector, government organizations and academia. For more information, please
                                                                                          contact customer service at 1-800-882-8684.
                                   Register         Register         Standard
                                                                                          Details for making payment via EFT or wire transfer:
    Pricing:                      and Pay by       and Pay by          Price
                                                                                          JPMorgan Chase
                                  10/9/2009        11/6/2009
                                                                                          Penton Learning Systems LLC dba IQPC: 957-097239
    Main Conference Day           Save $800        Save $200                              ABA/Routing #: 021000021
                                    $999             $1,599           $1,799              Reference: Please include the name of the attendee(s) and the event number: 18316.001
    All Access Pass               Save $998        Save $398        Save $198             Payment Policy: Payment is due in full at the time of registration and includes lunches
                                    $1,899           $2,499           $2,699              and refreshments. Your registration will not be confirmed until payment is received and
    Workshops                        $549             $549             $549               may be subject to cancellation. For IQPC’s Cancellation, Postponement and
                                                                                          Substitution Policy, please visit www.iqpc.com/cancellation
All Access Pass includes main conference + pre-conference workshops.                      For IQPC’s Cancellation, Postponement and Substitution Policy, please visit
Please note that multiple discounts cannot be combined.                                   www.iqpc.com/cancellation

A $99 processing charge will be assessed to all registrations not accompanied by          Venue Information: Venue is to be announced. Please check the website at
credit card payment at the time of registration.                                          www.smartmeteringsummit.com for updates and announcements.

MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC                                              Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at
                                                                                          1-800-882-8684 to discuss your specific needs.
* CT residents or people employed in the state of CT must add 6% sales tax.
                                                                                          ©2009 IQPC. All Rights Reserved. The format, design, content and arrangement of this
TEAM DISCOUNTS: For information on team discounts, please contact IQPC                    brochure constitute a trademark of IQPC. Unauthorized reproduction will be actionable
Customer Service at 1-800-882-8684. Only one discount may be applied per                  under the Lanham Act and common law principles.
registrant.




7         Register now! www.smartmeteringsummit.com or 1-800-882-8684

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Smart Metering, Networking and Operations Summit

  • 1. Register by The producers of Smart Grid Implementation Summit present October 9th to SAVE up to SMART $998 Metering Networking and Operations Summit Operationalize AMI Projects, Manage Customer Interface and Ensure a More Stable Grid Date: December 7-9, 2009 • Location: Washington, DC Metro Area Real life case Engage with your industry peers to build a NEW BUSINESS studies from MODEL for smart grid projects, ensure that you are making Investor Owned, the RIGHT INVESTMENT in technology and secure PUBLIC Municipal and Co-op SUPPORT for your AMI pilots by attending discussions on: Utilities including: SMART GRID OPERATIONS – advanced grid observation, control, quality and reliability • Austin Energy GRID OPTIMIZATION – optimize the assets and resources (i.e. workforce and • Centerpoint Energy equipment) • Pacific Gas and Electric DEMAND RESPONSE MANAGEMENT – retail, customer care, pricing options and control, visibility into utilization • San Diego Municipal VALUE CHAIN INTEGRATION – enabling demand and supply management, Utility distributed generation and load management • Oncor Energy STRATEGY, MANAGEMENT AND REGULATORY – vision, planning, decision making, strategy execution • Hydro One MODERNIZED UTILITY ORGANIZATION & STRUCTURE – communications, culture, training • Salt River Project SMART TECHNOLOGY – information, engineering, integration of information • Pepco Holdings Inc. and operational technology, standards Co-located with Media Partners: www.scadasecuritysummit.com www.smartmeteringsummit.com
  • 2. Smart Metering Operationalize AMI Projects, Manage Customer Interface and Networking and Operations Summit Ensure a More Stable Grid Date: December 7-9, 2009 • Location: Washington, DC Metro Area Who Will Attend: Dear Colleague, CFOs, CIOs, SVPs, VPs, Directors and Managers responsible for: With federal funds being released • Smart Grid and AMR/AMI/MDM for utility companies throughout the Metering nation to upgrade transmission and distribution facilities to “smarter” technologies, companies are facing • Distribution Operations the very serious reality of designing implementing grid components. The and Asset Management Smart Metering Networking & • Operations Summit is a practica l forum for utility companies to com Demand Response together and exchange best practice e • s on how to implement a more stab grid, from required components to le • Distributed Generation recognition of realistic deadlines for deployment of advanced technolo the gies. • Electric Operations The goals of energy efficiency, ach • Customer Service ieving sustainable energy targets, control over energy consumption greater • Information Technology and revolutionary technology hav captured public and media attentio e n. However, the burden of making • Meter Data Management promises a reality is on your shoulde these rs. As you and your technology part Distribution Automation compete for DOE funding, you mus ners • t focus on practical details of you projects. At the Smart Metering Net r AMI • Distribution Generation working & Operations Summit you will: • Smart Appliances • Discuss smart metering implementation cha “best in class” smart grid project llenges with your peers and managers from Austin Energy, Centerpoint Energy and Oncor Ene • Navigat rgy e a “technology roadmap” – redu ce uncertainties about existing Sponsorship and and emerging technology, underst Exhibition and standards interoperability, and prepare for extensive data manage • Stay curr ment capabilities Opportunities ent on the developments in the sma the competing field of networking rt grid space, especially in and communications Sponsorships and exhibits are excellent opportunities for your If you are in the process of develop company to showcase its ing, refining and executing your bus plan, please take a few minutes to iness products and services to high- read through the agenda, and then our website – www.smartmeterings visit level decision-makers and ummit.com. I look forward to mee you in Washington in December, ting budget holders attending the at the most important meeting of for electric power industry. the year Smart Metering Networking & Operations Summit. IQPC helps companies like yours achieve Best regards, important sales, marketing and branding objectives by setting aside a limited number of event your P . Maximize .S sponsorships and exhibit spaces ence by learning experi – all of which are tailored to assist your organization in attending our creating a platform to maximize rkshops! interactive wo its exposure at the event. Tatiana S. Diykova nd Senior Conference Director Se e page 3 a For more information on y! register toda sponsoring or exhibiting at this IQPC or upcoming events, please contact Mario Matulich at (212) 885-2719 or sponsorship@iqpc.com 2 Register now! www.smartmeteringsummit.com or 1-800-882-8684
  • 3. Pre-Conference Workshops Monday, December 7, 2009 12:15 pm – 3:15 pm (Registration at 11:30 am) A Projecting the Economic Value of an Investment in Smart Grid and Building the Business Case Smart grid projects are capital intensive, impact different departments • Quantifying societal benefits such as avoided generation within the utility organization and affect the cost of energy and investment, reduction of a carbon footprint and assessing service levels for the end-users. This workshop will guide participants intangible customer benefits through steps required to perform an analytic assessment of the economic value of a smart grid project before committing to actual How you will benefit: deployment or before making a decision to scale up an existing • Understand the choice of a project within the constraints of limited Automated Metering Initiative. finances and in situations where working capital recovery is limited by the regulatory process What will be covered: • Avoid making common generic assumptions that may compromise • Modeling assumptions present in regional variations such as the financial success of your project regional conditions of service reliability criteria, cost of building a • Identify sensitivities in your risk assessment and benchmark against new generation, information requirements for customers and tax your industry peers laws • Estimating the timing and sequencing of benefits and costs of a Workshop Leader: project Joseph Messick, Strategy and Operations, Deloitte B 3:30 pm – 6:30 pm (Registration at 3:00 pm) Integrating Smart Grid Analysis and Valuation into Utility Enterprise Business Planning Smart grid technology and smart grid projects are fairly new to the How you will benefit: industry but accurate evaluation of smart grid performance and • Enhance the robustness of your business case impact on existing assets and operations is essential for utility business • Plan and account for environmental compliance and sustainability forecasting. This workshop will guide participants how to execute • Monitor your project's performance and identify areas for corrective business planning initiatives that account for these new and changing action business considerations. In this session, you will gain a clear approach for properly integrating Smart Grid and business planning. Workshop Leaders: Jere Jacobi, Partner, ScottMadden What will be covered: C. Scott Wilson, Partner, ScottMadden • An analytic framework to determine business and operating model impacts of smart grid projects • Accounting for reliability benefits, operating efficiencies and savings • Quantifying financial and operational implications of renewables and distributed resources integration • Capital planning and budgeting implications Media Partners: 3 Register now! www.smartmeteringsummit.com or 1-800-882-8684
  • 4. Main Conference Day One Tuesday, December 8, 2009 network. The addition of sensor technology, communications 7:30 Registration & Coffee infrastructure and IT will help optimize the performance of grid in real-time, improving reliability, efficiency and security. However, 8:00 Chairperson’s Welcome and Opening Remarks what are the key features to ensure system-wide visibility? • Real world aware systems: complex event processing, monitoring 8:15 Keynote: Developing a Utility Business Model and control to Promote Energy Efficiency • Leveraging advanced measurement technology to get more The evolution from traditional electric delivery to a modernized precise readings of transmission flows throughout the grid grid fundamentally impacts the utility revenue generation model. • Isolating and responding to system issues automatically to Utilities are moving away from selling electricity on volume, prevent cascading failures focusing on advanced control systems and are rethinking business operations. In order to achieve these goals, structural Bob Frazier changes and committed leadership need to pave way for Director of Technology overcoming asset management, financial, technological and CenterPoint Energy workforce challenges. Learn how Oncor identified obstacles to adoption of new technology, reinvented its relationship with its 11:30 UTILITY IT ROADMAP customers and prepared to respond to Texas energy efficiency Future Proofing Utility Systems Architecture directives. • Smart grid drives organizational changes (addressing aging Utilities must adequately understand and implement the systems architecture and technical requirements necessary to support both workforce, culture issues, etc) • Smart grid measures on balanced scorecard present AMI projects and future smart grid planning. In contrast • Consistent leadership across LOBs to the historical paradigm of “one-off” improvements, smart grid • Adoption of matrix or overlay structure necessitates continuous upgrading. Therefore, it is imperative to develop an underlying platform that will support future Mark Carpenter applications so that a future systems has full compatibility with Vice President and CIO the systems being deployed today. • Security Oncor Energy • Network management • Data management 9:00 GRID OPTIMIZATION through DATA • Other core capabilities Leveraging Greater Access to Grid Data to Improve Critical Energy Infrastructure John Heflin Baker, Jr., P.E. The promises of a faster grid include better reliability, faster Chief Strategy Officer system recovery and a higher level of resilience as the system Austin Energy moves towards a self-healing grid. Making these promises a reality requires strong management of data and incorporation of 12:15 Networking Luncheon information fuelled insights into grid operation. This session focuses on how utilities are changing their business in the face of 1:15 UTILITY IT ROADMAP new technology and information. • Data flows end to end (i.e. customer to generation) Breaking through IT Silos • Predictive modelling and near real time simulation, analytics Smart Grid efforts lag when utility departments work only within their own area and fail to collaborate with one another. The vision drives optimization • Enterprise wide security to protect data, privacy for the Smart Grid becomes narrow rather than comprehensive. Ensuring that AMI system can properly communicate with meter Ralph Carlson data management (MDM), customer care and billing systems (CIS) Rate and Pricing Advisor and outage management systems (OMS) is imperative to a San Diego Municipal Utility project’s success. To break through these barriers, utilities need to be willing to try some new approaches. This session will examine 10:00 Morning Networking Break four solutions that can help utilities move Smart Grid projects through existing bottlenecks: • Cultivating a cross-functional perspective 10:45 GRID OPTIMIZATION through CONTROLS • Developing a strong business case Enhancing Operational Efficiencies for Utilities • Relying on open standards Through “Smart Monitoring” for System • Pacing investment and deployment Reliability, Operational Efficiency and Asset Utilization and Protection Pat Hogan In the current push for overall grid efficiency, utilities look to grid Senior Vice President optimization to leverage digital control over the power delivery National Grid 4 Register now! www.smartmeteringsummit.com or 1-800-882-8684
  • 5. 2:15 METER DATA MANAGEMENT 3:45 DEMAND RESPONSE MANAGEMENT Risk Management of the Enhanced Information Double Session: Re-Imagining and Loop Between Utilities and Customers Re-Engineering the Utility Relationship with The ongoing transformation of the electric grid introduces Consumers through Deploying Technology in additional system security issues, especially as it pertains to the the Home to Drive Changes in Consumer flow of consumer information from home to control centers in Behavior utilities and then utilization of this information throughout the Part I. Case Study Presentations utility. Therefore, added layers of security standards, controls, The twin goals of a smart grid vision is better informed consumers, policies and procedures are necessary to keep the control of taking an active role in managing their consumption of energy, and power generation and keep transmission and distribution more intelligent utilities, providing customers with complete equipment robust and safe from unreliability and tampering. information about energy use. However, a present challenge for Security and risk management concerns must be addressed as a utilities is education of consumers about this new approach to high priority. In this session, learn how to: • Identify threats and vulnerabilities in information flows electric consumption. The issue becomes particularly pressing when • Achieve increased visibility at meter points through different the actuality of incorporating technology hits the residential home. What strategies can utilities deploy to encourage consumer data capture techniques • Synthesize data into actionable intelligence and automated engagement in electric data management? What are some proven strategies to incentivize changes in consumer behaviour? decision-making Part II. Peer to Peer Roundtable Discussion Mark Fabro Session attendees will break into small groups for in depth discussions Chief Security Scientist & Panelist for Subcommittee on around the following topics highlighted in the main session: Emerging Threats, Cybersecurity and Science and Technology • Forecasting and managing customer behaviour Department of Homeland Security • Workforce training program, specifically for customer care representatives and outage managers 3:00 Afternoon Networking Break • Structuring education programs for residential customers – what does the consumer care about? Richard Bertolo Hydro One Kara Young Senior Engineer Salt River Project 5:30 Close of Day 1 Main Conference Day Two Wednesday, December 9, 2009 7:30 Registration & Coffee • Leveraging government and private funding for clean energy investments 8:00 Chairperson’s Opening Remarks • Stimulus funding allocation • Building strategic partnerships with suppliers and vendors 8:15 The Financial Outlook of the Smart Grid Mark Townsend Cox Economy – Follow the Dollars! Managing Partner In spite of the weakened economic conditions, electric power New Energy Fund, LP utilities continue to make financial commitments in smart grid building blocks and related automation programs. Regulatory 9:15 SMART TARRIFF STRATEGIES pressure and mandates for service reliability improvements; obsolescence of existing grid infrastructure equipment; and the Evaluating Hourly Pricing, Peak Time Rebate development of government funded stimulus programs such as and Critical Time Pricing Structures – Lessons the U.S. ARRA provisions for funding some electric power from the PowerCentsDC Pilot investments in smart grid technology are just some of the drivers Utilities can create real markets for electricity with process that in this space. This session will convene a panel of financial vary by the minute but consumer groups have often resisted industry experts to discuss the future of the smart grid economy flexible pricing. What is the best choice for a utility between and specifically: mandatory, default or voluntary flexible structures? In this session, learn how the Pepco smart metering project in DC: 5 Register now! www.smartmeteringsummit.com or 1-800-882-8684
  • 6. Modelled costs to the utility and savings from energy conservation • Cyber security using smart metering pilot testing different pricing structures • Communications among regional market operators, utilities, • Re-trained its customer care and customer management services service providers and consumers to address user concerns over price of electricity and improve • Coordinating operation of the bulk power system with new and customer information systems emerging technologies for renewable resources, demand • Leveraged models of customer behavior from the SMMIP • Established relationships with DC regulatory stakeholders and consumer resources, electricity storage and electric transportation systems groups to promote the company-wide DLC program in the area Moderator: Rick Morgan Dr. David Wollman Commissioner Acting Group Leader DC Public Services Commission NIST Lawrence Daniels Assistant People’s Counsel 2:15 LESSONS FROM THE FIELD Office of People’s Counsel Implementing a Smart Metering Deployment Charles Dickerson Strategy Vice President Customer Care The Salt River Project for smart grid includes installation of smart PHI meters and communications, system optimization correlating data to allow fine-tuning of voltages and reactive power and 10:00 Morning Networking Break microgrids. Learn how the company identified and resolved operational, technical and regulatory issues pertaining to network 10:45 SMART NETWORKING AND COMMUNICATIONS infrastructure deployments, including: • Development and planning of the deployment strategy (and Establishing Effective AMI Communication overall design basis coordination) Networks: Alternatives to Power Line Carrier • Addressing the need to technical standards and selection of Technology technology partners In order to realize the true vision of Smart Grid, utilities will need • Coordination of enterprise SmartGrid applications to deliver to run as many applications as possible over their field area networks (FANs). Issues of reliability, scalability and cost will system and customer benefits across all applicable jurisdictions continue to dominate the conversation, but bandwidth and latency are emerging as important factors as well, especially as utilities Kara Young prepare for real time demand response. Most importantly, several Senior Engineer key features of smart grid require ability to speak to each other Salt River Project and a reliable communication network must be established to ensure data can be transmitted in real time. Developing a long- 3:00 Afternoon Networking Break term technology plan in tandem with this network will ensure scalability and protect against costly retrofitting. 3:30 40 Ideas in 60 Minutes Zigbee session via Tendril Panel of experts will break down the tools and activities that had the greatest impact on their business. The panel will also brainstorm next- 11:30 SMART TARRIFF STRATEGIES steps and outline key takeaways for the conference participants. Selling Intermittent Power to Consumers Discussion will center on the following topics: On some windy nights in Texas and California, utilities have more wind • Communication among regional market operators, utilities, service power than they can use. But on some hot afternoons, when the wind providers and customers fails, utilities have shortages. Reserve margins become very tight. As • Ensuring that bulk power system operators have wide-area wind becomes an ever greater source of supply, this problem will grow situational awareness with technology that allows them to monitor larger. Time-of-use pricing doesn’t solve this problem. and operate their systems • Coordination of operations with new and emerging technologies What is the best way to charge for wind power? Is it possible match supply with demand? Can utilities use smart meters to help for renewable resources, electricity storage and electric solve this problem? Traditional time of use rates are of limited transportation systems usefulness in managing wind generated electricity. This talk presents a new pricing strategy to exploit smart meters on the Elton Sherwin smart grid. A strategy that doesn’t require huge batteries or Senior Managing Director dynamic pricing, a strategy that even grandma can understand. Ridgewood Capital Elton Sherwin Mark Carpenter Senior Managing Director Vice President and CIO Ridgewood Capital Oncor Energy Andres Carvallo 12:30 Networking Luncheon CIO Austin Energy 1:30 STANDARDS ROADMAP ROUNDTABLE DISCUSSION Bob Frazier Director of Technology Developing Interoperable Technology Standards CenterPoint Energy – Industry Priorities and Regulatory Perspectives In this interactive session you will break up into small groups and exchange with your utility peers needs, ideas and initiatives for standards 4:30 Chairperson’s Closing Remarks and Close of development and formulation surrounding the following topics: Conference 6 Register now! www.smartmeteringsummit.com or 1-800-882-8684
  • 7. Smart Metering Operationalize AMI Projects, Manage Customer Interface and Networking and Operations Summit Ensure a More Stable Grid Date: December 7-9, 2009 • Location: Washington, DC Metro Area Co-located with REGISTRATION CARD (Email this form to info@iqpc.com or fax to 646-378-6025) www.scadasecuritysummit.com YES! Please register me for ❑ Conference Day ❑ Workshop(s): ❑ A ❑B Name _________________________________________________________________________________________________________ Job Title _________________________________________________ Organization_________________________________________ Approving Manager_____________________________ _______________________________________________________________ Address _______________________________________________________________________________________________________ City________________________________________State__________________________________________Zip_________________ Phone______________________________________E-mail_____________________________________________________________ ❑ Please keep me informed via email about this and other related events. ❑ Check enclosed for $_________ (Payable to IQPC) ❑ Charge my ❑ Amex ❑ Visa ❑ Mastercard ❑ Diners Club Card #______________________Exp. Date____/_____CVM______ ❑ I cannot attend, but please keep me informed of all future events. Registration Information Special Discounts Available: A limited number of discounts are available for the non- profit sector, government organizations and academia. For more information, please contact customer service at 1-800-882-8684. Register Register Standard Details for making payment via EFT or wire transfer: Pricing: and Pay by and Pay by Price JPMorgan Chase 10/9/2009 11/6/2009 Penton Learning Systems LLC dba IQPC: 957-097239 Main Conference Day Save $800 Save $200 ABA/Routing #: 021000021 $999 $1,599 $1,799 Reference: Please include the name of the attendee(s) and the event number: 18316.001 All Access Pass Save $998 Save $398 Save $198 Payment Policy: Payment is due in full at the time of registration and includes lunches $1,899 $2,499 $2,699 and refreshments. Your registration will not be confirmed until payment is received and Workshops $549 $549 $549 may be subject to cancellation. For IQPC’s Cancellation, Postponement and Substitution Policy, please visit www.iqpc.com/cancellation All Access Pass includes main conference + pre-conference workshops. For IQPC’s Cancellation, Postponement and Substitution Policy, please visit Please note that multiple discounts cannot be combined. www.iqpc.com/cancellation A $99 processing charge will be assessed to all registrations not accompanied by Venue Information: Venue is to be announced. Please check the website at credit card payment at the time of registration. www.smartmeteringsummit.com for updates and announcements. MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1-800-882-8684 to discuss your specific needs. * CT residents or people employed in the state of CT must add 6% sales tax. ©2009 IQPC. All Rights Reserved. The format, design, content and arrangement of this TEAM DISCOUNTS: For information on team discounts, please contact IQPC brochure constitute a trademark of IQPC. Unauthorized reproduction will be actionable Customer Service at 1-800-882-8684. Only one discount may be applied per under the Lanham Act and common law principles. registrant. 7 Register now! www.smartmeteringsummit.com or 1-800-882-8684