Smart Metering Implementation Summit

Moving from Pilot AMI Project to Full Deployment: Maximizing the Technological, Operational and Customer-Specific Benefits of Smart Metering

✔ Tackle the complexity of full scale smart metering deployment bycreating robust strategy aimed to overcome operational, technical andregulatory issues pertaining to full AMI deployment

✔ Build effective and efficient pricing strategies by implementing dynamicpricing

✔ Maximize the reliability and scalability of smart meters by tackling thecomplexity of communication solutions

✔ “Befriend” your customers by integrating customer-centric pricing, billingsolutions, and incorporating training and educational programs

✔ Optimize spend and improve cost structure by building strategicpartnerships with suppliers and vendors

Southern Edison Company Northeast Utilities Westfield Gas & ElectricDepartmentHorizon Energy Group Telvent Utility Group DOE Portland General Electric Co. NIST NASUCADC Public Service Commission Pacific Crest Securities PEPCO Holding Inc. Duke Energy Southern California Edison Puget Sound EnergyTendrilPecan Street Project Inc

April 26-28, 2010 | Sheraton Premiere at Tysons Corner Hotel Vienna, VA

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Who Will Attend:

About the Organizer

Type of Company: • Electric Utilities • Local distribution companies • Energy retailers • Electric Associations• Government agencies and regulatory bodies

Job Titles: • Utility Managers • Smart Meter Directors • Head/Director of AMI projects • Renewable Energy: Director/Manager • VP/Director/Manager of regulatory Affairs • Smart Grid Managers• VP/Director/Manager – Tariff and Pricing

Sponsorship and Exhibition Opportunities:Sponsorships and exhibits are excellentopportunities for your company to showcase itsproducts and services to high-level, targeteddecision makers attending the 2nd SmartImplementation Summit. IQPC and Energy &Utilities IQ help companies like yours achieveimportant sales, marketing and branding objectivesby setting aside a limited number of eventsponsorships and exhibit spaces – all of which aretailored to assist your organization in creating aplatform to maximize its exposure at the event.

For more information on sponsoring or exhibitingat this or upcoming events, please contact Mario Matulich at 1 (212) 885-2719 [email protected].

Dear Colleague,

Smart meters offer immediate operational efficiencies, labor force reductions,more accurate meter reads, and remote connects and disconnects, in additionto longer-term grid control benefits, such as demand response.

The great news is meter technology itself is maturing. That, coupled with themomentum from supportive legislation and utility demand, means a greaterfocus on connecting the customer and the utility with meter information.

However, as utilities continue to improve their business processes they learnthere are still substantial gaps between technology, customer and utilities aswell as utilities ability to process and analyze the retrieved data.

Another challenge is the large number of concerns regarding the benefits ofsmart meters for the consumers. Recent cases with PG&E and Duke Energypose serious threats of smart meters deployment.

The main question is: What will happen next with all large scale smartgrid deployment projects and how will consumers affect theregulatory landscape of smart meter implementation?

Join our 2nd Smart Metering Implementation Summit and gain the latestinformation on Smart Metering projects.

I look forward to meeting you in Washington, D.C. for a productivediscussion on how to meet and sustain your high-performance objectives in2010 and beyond!

Oksana Shubchinskaya Sr. Program [email protected]

P.S. Maximize yourlearning experience byattending our how-toworkshops! See page 3and register today!

Energy & Utilities IQ, a division of IQPC, isyour networking resource and is designed tohelp you with the challenges you face everydaythrough our leading customer managementconferences, training courses, email newsletterand webinars. These products are designed tocreate a learning atmosphere like no other bybringing together top customer managementexperts that share their knowledge andexperience with our members.


8:30 – 11:30 8:00 Registration for Workshop A

Pre-Conference Workshops

Registration Information

Monday, April 26, 2010

AExploring the world of AMI Products: Find the best one for your business

When looking for AMI network solutions there are multiple questions that utilitiesneed to ask including scalability to accommodate growth as a utility expands themeter deployments throughout its service territory. Another important considerationis self sustainability, so there is no need for additional fixed network equipmentpiggy-backed onto the utility distribution system. Join this interactive workshop andlearn about FlexNet, provided by Sensus Metering Systems.

What will you cover: • Internet-based programming of the network and meter endpoints • Familiarize yourself with such product features as demand reads, programmable

read interval, power fail alarm and meter functions - all accessible from theInternet

• Gas and water modules for combo utility application

How will you benefit: • Gain an understanding on how to increase meter reading efficiency and reduce

overhead costs and enhance customer service • Eliminate the need to have electric company staff involved in the network

deployment process • Ensure optimal network performance

Workshop Leader: George Uram, VP, Industry and Regulatory Affairs, Sensus Metering Systems Inc.

11:45 – 2:45 11:30 Registration for Workshop B – Lunch will be served.BIntegrating Smart Grid Analysis and Valuation into Utility Enterprise Business Planning

Smart grid technology and smart grid projects are fairly not new to the industry butaccurate evaluation of smart grid performance and impact on existing assets andoperations especially when many utilities are moving from pilot projects to the fulldeployment is essential for utility business forecasting. It is also important tocalculate and estimate the impact of smart grid technology on consumers. Thisworkshop will guide participants on how to execute business planning initiatives thataccount for these new and changing business considerations. In this session, you willgain a clear approach for properly integrating Smart Grid and business planning.

What will be covered: • 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 distributedresources integration

• Capital planning and budgeting implications • Impact of smart metering on consumers

How you will benefit: • Enhance the robustness of your business case • Plan and account for environmental compliance and sustainability • Monitor your project’s performance and identify areas for corrective action

Workshop Leader:Sam Poston, Partner, ScottMadden

3:00 – 6:00 2:45 Registration for Workshop C. CTaking Advantage of an Enterprise-wide Solution: Covering All Aspects of Smart Grid Implementation

Today, when many utilities are looking for ways to “connect all the dots”, allaspects of Smart Grid technology, an enterprise –wide solution might be the rightanswer for them. But before committing your company to any solution big orsmall, it is important to learn how it addresses the common challenges presentedby Smart Grid, especially when it comes to the customer.

What will be covered: • Ways to increase customer service • Reduce frequency and duration of outages • Improve demand response functionality

How you will benefit: • Gain understanding of main building blocks necessary for selecting an enterprise-

wide solution • Identify business and technical aspects of deploying an enterprise-wide solution • Maximize the effectiveness of your current business initiatives in the area of

smart grid implementation

Workshop Leader:Andy Zetlan, Smart Grid Solutions, Telvent Utility Group

Pricing Register by Register by Standard March 5, 2010 April 2, 2010 Price

Conference Only $999 (Save $800) $1,599 (Save $200) $1,799

All Access $1,899 (Save $1,547) $2,499 (Save $947) $2,699 (Save $747)

Workshop Only $549 each $549 each $549 each

Please note multiple discounts cannot be combined.

A $99 processing charge will be assessed to all registrations not accompanied by credit card payment at the time ofregistration.

MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC* CT residents or people employed in the state of CT must add 6% sales tax.

Team Discounts: For information on team discounts, please contact IQPC Customer Service at 1-800-882-8684.Only one discount may be applied per registrant.

Special Discounts Available: A limited number of discounts are available for the non-profit sector, governmentorganizations and academia. For more information, please contact Customer Service at 1-800-882-8684.

Special Dietary Needs: If you have a dietary restriction,please contact Customer Service at 1-800-882-8684 todiscuss your specific needs.

Details for making payment via EFT or wire transfer:JPMorgan Chase - Penton Learning Systems LLC dbaIQPC: 957-097239 ABA/Routing #: 021000021Reference: Please include the name of the attendee(s) andthe event number: 18316.002

Payment Policy: Payment is due in full at the time ofregistration and includes lunches and refreshment. Yourregistration will not be confirmed until payment is receivedand may be subject to cancellation.

For IQPC’s Cancellation, Postponement and SubstitutionPolicy, please visit www.iqpc.com/cancellation ©2010 IQPC. All Rights Reserved. The format, design, contentand arrangement of this brochure constitute a trademark ofIQPC. Unauthorized reproduction will be actionable under theLanham Act and common law principles.

www.smartmeteringsummit.com | 1-800-882-86843

7:15 Registration & Coffee

8:00 Chairperson’s Welcome and Opening Remarks

8:15 OPENING KEYNOTE: Smart Metering Utilization: FromPilot AMI Projects to Full Deployment The process of installation of smart meters and communications followed bysystem optimization, data management and data storage is not an easy one,but the process gets even more complex when companies prepare to transitionfrom pilot project to full deployment. Learn how to identify and resolveoperational, technical and regulatory issues pertaining to full AMI deployment.During this interactive session you will learn how to: • Identify and carry out necessary operational changes: assets retrofitting, IT

systems upgrade etc.• Manage regulatory requirements pre- and post- presenting the projects for

stimulus funds• Select and deploy new technology across the whole supply chain Lawrence M. Oliva, Director, Tariff Programs & Services, CustomerService Business Unit, Southern California Edison

9:00 KEYNOTE: Consumer Advocacy: Building Effective andEfficient Pricing Structures Utilities can create real markets for electricity with processes that vary by theminute but the consumer groups have often resisted flexible pricing. What isthe best choice for a utility between mandatory, default or voluntary flexiblestructures? • Select the most suitable pricing strategy based on internal and external

factors • Implement dynamic pricing and present its advantages to internal and

external stakeholders • Build an open dialogue with customers and present them with clear benefits

of smart meters Jessica Brahaney Cain, Director, CL&P Plan-It Wise Energy Program,Northeast Utilities, CP&L

10:00 Morning Networking and Refreshment Break in theExhibit Hall

10:45 PANEL DISCUSSION: Communication NetworkTechnology, Part 1: Utilities’ Take-aways As utilities prepare for the real time demand response, issues of reliability,scalability and cost will continue to dominate the conversation. Reliablecommunication network is a must to ensure data is transmitted in real timeand avoid retrofitting. Attend this panel discussion and gain knowledge about: • Various communication technologies currently used in the US: fixed RF,

power line and cellular • What types of communication technology have proven to be successful • Challenges and solutions

Steve Pullins, President, Horizon Energy Group

11:30 PANEL DISCUSSION: Communication NetworkTechnology, Part 2: Technology Providers’ Take-aways It is not a secret that benefits from communication network technologies areyet to be seen leaving utilities questioning the validity of all the benefits theywere promised. But, what is the actual stage of technology development andwhat answers can solution providers give to those who question the benefitsof offered technological advancements? During this panel discussion you willcover the following: • Consumer perceptions and understanding of smart meter technology • Real-time data retrieval and analysis: what really works?• What are the next steps that utilities can take to increase the effectiveness of

deployed technologies Representative of Tendril Andy Zetlan, Smart Grid Solutions, Telvent Utility Group

12:15 Networking Luncheon

1:15 DOE UPDATE: SGIG ProjectsThis interactive session will provide you with the latest updates on Smart GridInvestment Grants and will cover the following aspects: • What the negotiation process looks like • Data collection for project management and performance • Data Collection for metrics and benefits • Cyber security Invited: Eric Lightner, Head of Smart Grid Force, DOE

2:15 PANEL DISCUSSION: Building Strategic Partnershipswith Suppliers and Vendors to Optimize Spend andImprove Cost StructuresAt a time when many utilities move away from AMR to AMI the importance ofstrategic partnerships with technology providers and meter manufacturers isincreasing in geometric progression. However, making the right choice ofvarious components necessary for effective smart metering programs is not aneasy task. Attend this interactive session and learn how to: • Perform an in-depth analysis of an existing supply chain to identify all

necessary components for change and replacement• Identify criteria for vendors’ selection: price, time line, efficiency and

consumer preferences etc. • Identify next steps to execute any necessary changes Steve Pullins, President, Horizon Energy Group

Jessica Brahaney Cain, Director, CL&P Plan-It Wise Energy Program,Northeast Utilities, CP&L

Crit Harrison, Smart Grid Planning and Implementation, Duke Energy

3:00 Afternoon Networking and Refreshment Break in theExhibit Hall

3:45 Roundtable Discussions: Leveraging Government and Private Funding for SmartMetering InvestmentsAfter most of the federal government funding has been allocated, thequestions arise – what are the next steps for the rest of the utilities regardlessof whether they are municipal or privately owned? This session will cover thefuture of smart grid economy and different ways utilities can utilize cariousfunding opportunities currently existing in the market. Join this panel and learnhow to: • Identify cost of new generation, information requirements for customers and

tax laws• Set time frame and identify benefits and costs of the projects• Select a project within the constraints of limited finances • Leverage strategic partnerships to spread the costsPaul M. Martin, Systems Accountant, Westfield Gas & ElectricDepartment

Brewster McCracken, Executive Director, Pecan Street Project Inc

4:45 Leveraging Cutting Edge Technologies to IncreaseEfficiency of Collecting, Managing and Storing theMassive Volume of Data Generated by Smart MeteringDevices – part 2 There are a number of communication technologies proposed for use withsmart metering systems, including wireless short-range communications,mobile communications and communications over wireless sensors networks.In order to store the collected data utilities can utilize SCADA and other datastorage technologies. The question is, what technologies have proven to besuccessful and can bring the most benefits to both the utilities and thecustomer? During this interactive session we will cover the following aspects: • What utilities can learn from other industries that have been deploying data

collection and storage solutions: IT, retail • Common challenges and potential pitfalls and how to eliminate bottlenecks • How to balance outsourcing with in-house solutions: criterion for

comparison Anna Grau, Performance Analyst, Puget Sound Energy

5:30 Close of Day One

Main Conference Day OneTuesday, April 27, 2010


7:30 Registration & Coffee

8:00 Chairperson’s Recap of Main Conference Day One

8:15 OPENING KEYNOTE: Developing InteroperableStandards: Industry Priorities and Regulatory Aspects Cyber security, communications as well as coordinating operation of the bulkpower system with new and emerging technologies for renewable sources,demand resources, electricity storage and transportation issues are all theaspects that need to be addressed in the process of development of newtechnology standards. What are the latest developments in this area? How willthese new developments affect all the stakeholders? During this interactivepresentation you will learn about: • The accelerated framework for continued development on the initial

standards for interconnected systems and devices that comprise the SmartGrid

• Priority action plans: Feeling the gaps for additional or revised standards • Development and Implementation of a system for testing and certifying how

the standards are implemented in Smart Grid equipment, processes andsystems

Thomas Nelson, Project Lead, NIST

9:15 What About the Customer? Part 1The idea that the customer can quickly capture theenergy savings that smart meters may provide, oncethey’re thoroughly integrated in homes and businesses,has been around for quite a while. Note the “may” —nobody is quite sure how the plan will in fact turn out. The latest complaints fromthe customer wary of the meter switch are challenging this notion; it is quitepossible that consumers could be shouldering the costs of the transition longbefore they realized the savings. Putting aside controversial statements, what isthe reality of smart meters deployment? What is the customer really gainingand what are the potential and real failures of the technology that is already inplace? During this interactive panel discussion you will have a chance to hear thevarious perspectives opinions on smart meters efficacy from the following: • Consumer advocacy groups • Utility Business Analysts• Municipal and privately owned utilities • Regulators

Charles Acquard, President NASUCA

Betty Ann Kane, Chairman, DC Public Service Commission

Ben Schuman, Analyst, Pacific Crest Securities


10:00 Morning Networking and Refreshment Break in theExhibit Hall

10:45 What About the Customer? Following the previous discussion you will continuethe dialogue and in addition you will hear whatsolutions could be applied to the aforementionedchallenges and what all the stakeholders can do to ensurethat smart metering delivers on its promises to customers, utilities and theState. During this interactive panel discussion you will have a chance to hearthe various opinions from: • Consumer advocacy groups • Technology providers • Utility Business Analysts• Municipal and privately owned utilities

Charles Acquard, President NASUCA


George Potts, Vice President, Business Transformation, PEPCO Holding Inc.

Calvin Shirley, VP of Energy Efficiency, Puget Sound Energy

11:30 Identifying and Demonstrating Long-Term SmartMetering Benefits to the Customer One issue that is emerging during the implementation of smart metering atthe micro level is the asymmetry of the benefits. The utility installing themeters gets some upfront cost savings, including much better control overtheir energy demand and higher visibility into consumer preferences/usage.However, the customer benefits seem to be at the margin. In addition, thesituation is complicated by overall decreasing demand for electricity. In order toovercome some of these challenges, it is important to show the customer thatthrough receiving a more accurate reading of their energy usage, customers

now have the power to lower their bills. The task that utilities are left with ishow not only to show the customers all the benefits from smart meters butalso to help them to utilize them. Attend this interactive session and discussthe following HOT issues: • Web Accessibility: Customers’ online access to detailed data on their energy

use • Money Saver: how to save money by reducing energy use during times of

peak demand• New Possibilities to come: home area network interface, automated

management of home/facility energy useGeorge Potts, Vice President, Business Transformation, PEPCO Holding Inc.

12:30 Networking Luncheon

1:30 The Impact of Utility Telemetry Systems on Large ScaleMeter Deployments: Broadening the Knowledge ofExisting Systems Utilities have, over the past year, rushed to implement metering systems andthe networks that connect them to the software applications that utilize theinformation. As these systems are implemented, it is important toacknowledge that metering systems and their communications architecturesare not the only telemetry systems in place to support the business, and theseother systems can impact the need for metering telemetry and the design ofnetworks. During this interactive case study, you will: • Gain comprehensive perspective on utility telemetry issues• Learn about the impact of the telemetry on large-scale meter deployments• Learn about time skew inherent in metering systems and it’s impact on the

software the uses the data from the networks Andy Zetlan, Director, Smart Grid Solutions, Telvent Utility Group

2:15 PANEL DISCUSSION: Developing Effective Strategies toDrive Changes in Customer Behavior The most pressing challenge for utilities is educating consumers about the newapproach to electric consumption. The issue becomes particularity pressingwhen the actuality of incorporating technology hits the residential home. WhatStrategies can utilities deploy to encourage consumer engagement in electricdata management? Join this interactive discussion and receive answers tothese and many other questions

Dean Smith with Jamie Swails, Network Data Operations, PortlandGeneral Electric Co

Jessica Brahaney Cain, Director, CL&P Plan-It Wise Energy Program,Northeast Utilities, CP&L

3:00 Afternoon Networking and Refreshment Break in theExhibit Hall

3:30 STATE COMISSIONS UPDATE – Smart Grid ImplementationAs economic regulators, Commissioners are likely to immediately ask questionsabout the potential costs and benefits of the Smart Grid. The estimated costsfor smart grid vary widely; however, the State policymakers are concernedprimarily with the costs and benefits to ratepayers in their State’s utility serviceterritory. But the costs are not the only aspects of Smart Grid that are ofimportance to Commissioners. Attend this interactive session and learn theanswers to the following: • What financial implications are Commissioners considering?• What are the consumer issues that Commissioners are concerned about?• How are Commissioners addressing Federal Stimulus Funds?Betty Ann Kane, Chairman, DC Public Service Commission

4:15 40 Ideas in 60 MinutesA panel of experts will break down the tools and activities that have had thegreatest impact on their respective business. The panel will also brainstormnext steps and outline key takeaways for the conference participants that canbe applied immediately upon the return from the conference. The critical areasof discussion are: • Best network solution • Best metering data management system• Best pricing strategy • Best consumer education program Don’t miss out this great Lessons Learned exchange and bring YOUR ideas tothe table!



5:15 Chairperson’s Closing Remarks & End of Conference

Main Conference Day TwoWednesday, April 28, 2010

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STAKEHOLDERSPANEL

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