1. Art and Diseño

Monday, February 9, 2015
Note: For reasons beyond our control, it may be necessary to alter the content and timing of the program or to substitute speakers without notice.
7:30am – 6pm
Registration – International Ballroom Foyer
8am – 3:30pm
PRE-CONFERENCE TRAINING COURSES (Extra Fee)
Behavior Change and Energy Efficiency Programs – Azalea Begonia
Trainers: Anne Dougherty, Illume Advising and Jane Peters, Research Into Action
This newly designed course will examine the elements of behavior change in energy efficiency programs.
This is an interaction-rich course, for participants who will be designing, building, and/or evaluating
their own behavioral program or energy efficiency program with behavioral elements. After completing
this course, you will: Learn the various behavioral change theories; know how to integrate behavior
strategies into programs; learn the fundamentals of designing and planning behavior programs; and
how to evaluate behavior programs and measure persistent savings.
Conference Agenda
Conference Agenda
Introduction to the Principles of EM&V – Poinsettia Quince
Trainers: Lark Lee, Tetra Tech and Sue Hanson, Tetra Tech
Designed for those new to evaluation, monitoring and tracking energy efficiency program results, this
course illustrates the importance of research and evaluation; provides in-depth data on evaluation
methodologies and where and when to apply them; and helps you develop the ideal evaluation plan.
Leadership Training for Exceptional Team Performance – Camellia Dogwood
Trainer: John Oyhenart, PivotStone Group
Become more self-aware of your natural leadership preferences and style; learn how to better communicate with and motivate employees; and develop the skills and techniques essential to creating,
inspiring, and leading exceptional teams.
3:45 – 5:15pm
Utility-only Roundtables – Narcissus Orange Blossom
FOR UTILITIES ONLY! Get to know other utility attendees and discuss common challenges, issues and
share solutions. Roundtables will be moderated to keep the ideas flowing. Roundtable topics:
Making Evaluations Actionable
The Connected Home – What’s in it for a Utility vs. a Technology Leader?
111(d) – What are the Impacts on Utilities and the Industry?
What Keeps You Up at Night?
Opening Reception in Expo Hall – Grand Ballroom
version 5 - AGENDA - Jan. 16, 2015
Kick off the conference by catching up with your colleagues and making new contacts. Enjoy food and
beverages, play the Expo Game and win valuable prizes worth over $3000 at Tuesday evening’s drawing.
7 – 8pm
Sponsored by
New Professionals and New Members Event – Camellia Dogwood
Before the conference starts, break the ice by getting to know others just like you. Come learn about
your AESP member benefits, meet other new members, and help welcome new professionals to the
industry. Join us for refreshments and a fun ice breaking game with great prizes!
Sponsored by
25TH NATIONAL CONFERENCE & EXPO
5:30 – 7pm
9
Conference Agenda
Tuesday, February 10, 2015
7am – 5:30pm
Registration – International Ballroom Foyer
7:15 – 8:15am
Networking Breakfast in Expo Hall – Grand Ballroom
8:30 – 10am
Sponsored by
Opening Plenary – Palm Ballroom
Welcome Address
Opening Announcements – Suzanne Jones, VP Marketing, AESP; and Sara Conzemius Van de Grift,
Chair AESP, and founder, Illume Advising
AESP Energy Awards
Michael Volker, Corn Belt Energy and Suzanne Jones, AESP
Keynote Speakers Introduction
Mike Mernick, ICF International
Sponsored by
Sponsored by
Special 25th Anniversary Keynote Presentation:
Shining a Light on Energy Efficiency for 25 Years!
Take a step back, shift into the present, and then take off on an amazing trip into the future of energy.
You will experience how AESP filled an industry need, the journey of energy efficiency, where we are
today and what lies ahead.
Yesterday – Bill LeBlanc, E Source
Go on a whirlwind tour of what has changed in our industry, as well as visit areas where we still need to
get traction. By looking at our past successes and challenges, we can better understand our trajectory
into the future and what the key barriers are for our industry.
Today – Sara Conzemius Van de Grift, Illume Advising
Tomorrow – Keynote: Garry Golden, Forward Elements
In recent years, the world of energy services has absorbed a wave of hype and hope around visions of
smart systems and data-driven behavior change. We’ll learn how to tap into our inner futurist to anticipate the real world impact of change for energy customers, utilities and service providers, and to apply
foresight into our life to better influence the future.
10 – 10:30am
Networking Break in Expo Hall – Grand Ballroom
Sponsored by
All Day Coffee/Tea Sponsored by:
10
version 5 - AGENDA - Jan. 16, 2015
25TH NATIONAL CONFERENCE & EXPO
Today, we’re looking at an industry that has firmly established its place in the energy nexus. Yet key
developments happening right at this moment could change the future landscape once again. We will
review the current face of the industry and discuss what some of these changes mean for us.
10:30am – Noon
Session 1A: Implementation – International North
#FrameworkFoundation
Moderator: Andy McCabe, AEP Ohio
Aligning Incentives with Savings for Cost-effective Residential New
Construction Programs
Speakers: Michael Turns, Performance Systems Development and Kathleen Greely,
Performance Systems Development
This study examines the relationship between predicted energy savings, actual savings and the HERS
Index – a metric often used as the primary determinant of residential new construction program incentive levels. It also helps program implementers understand how aligning incentives with savings
increases the accuracy of predicted savings and improves cost-effectiveness. Alternative incentive
structures more closely aligned with actual savings will also be presented. Hear how this study found
that the correlation between HERS Index and savings is relatively weak, suggesting that program administrators who reward lower HERS Indexes have incentive structures that are misaligned with the
desired outcome.
Conference Agenda
Tuesday, February 10, 2015
Enhancing Demand-side Management Programs: Capturing Smaller Commercial New
Construction Markets with Cost-effective Results
Speaker: Jason Steinbock, The Weidt Group
Learn how automated energy modeling allows DSM programs to reach more buildings within a utility’s
territory while improving cost-effectiveness. A new class of tools has helped improve already successful programs such as MidAmerican Energy Company’s Commercial New Construction program in Iowa,
and the Wisconsin Focus on Energy Design Assistance program. Understand how this approach can
help smaller utilities take advantage of DSM tools that were previously out of reach due to building
size limits. Results of pilot and program projects, including savings reached by a selection of smaller
buildings will be shared. Learn about actual strategy “bundling” and see how different strategies are
combined to provide highly useful real-time feedback on energy savings opportunities in a building.
Maintaining Cost-effective Multifamily New Construction Programs in a Changing
Market – A Tale of Two Coasts
Speaker: Shelley Beaulieu, TRC Solutions
version 5 - AGENDA - Jan. 16, 2015
10:30am – Noon
Session 1B: Research & Evaluation (Panel) – International Center
#AndDon’tForget
Moderator: Mike Messenger, Itron, Inc.
Integrating Non-energy Benefits into Program Design and Evaluation
Panelists:
David Pirtle, Pepco Holdings, Inc.
Lisa Skumatz, Skumatz Economic Research Associates
Seth Portner, CLEAResult
Panelists review recent efforts in Maryland and across the country to value non-energy benefits (NEB)
caused by energy efficiency program savings. Hear the importance of incorporating non-energy benefits
as part of program recruitment strategies, and for understanding the value generated by programs
within standard cost effectiveness analysis of efficiency portfolios. Key NEBs quantified in Maryland
included air emissions reductions, water savings, health, safety, and comfort benefits. Best practices
in the estimation and use of NEB will be reviewed from the perspective of a program manager, evaluator and implementer. The panelists will identify the key issues related to estimating the value of
non-energy benefits for different population segments, and their perspectives on the importance of
including them in both planning and program design efforts.
25TH NATIONAL CONFERENCE & EXPO
Hear how two longstanding multifamily new construction programs in New York and California improved their program design to reflect changing markets. Pacific Gas and Electric Company’s California
Multifamily New Homes and New York State Energy Research and Development Authority’s Multifamily
Performance Program face continuing changes in the market, in terms of increasingly stringent energy
codes, net zero energy goals, and increasing cost-effectiveness requirements. We will discuss the
changes to incentive structure, program design, metrics, and delivery. The successes, challenges and
remaining gaps will also be addressed.
11
Conference Agenda
Tuesday, February 10, 2015
10:30am – Noon
Session 1C: Hot Topic Session – International South
#HotTopic
Moderator: Gene Rodrigues, ICF International
What Energy Efficiency Professionals Need to Know – Right Now – About EPA’s
Clean Power Plan or 111(d)
Panelists: Nancy Sutley, Los Angeles Department of Water & Power
Chris Wagner, National Association of State Energy Officials
Chris MacCracken, ICF International
Luis Martinez, Natural Resources Defense Council
In June 2014, the U.S. Environmental Protection Agency proposed its Clean Power Plan to cut carbon
pollution from power plants. As proposed, the plan would provide the states with the flexibility to comply with the requirements using measures that match each state’s mix of sources and opportunities,
including energy efficiency. Although the plan has not yet been adopted in its final form, as a least-cost
carbon reduction measure, it is clear that energy efficiency will play an outsized role in the states’ deliberations about what can and should be done, and will ultimately factor into each state’s compliance
actions. So, with this in mind, what do you need to know right now about the Clean Power Plan? Our
“hot topic” panel gathers some of the country’s leading experts to discuss the issues and opportunities
that the Clean Power Plan presents for the energy efficiency community. Noon – 1:30pm
Networking Lunch in Expo Hall – Grand Ballroom 12:15 – 1:15pm Chapter Meeting & Lunch
Mid-Atlantic (MARCh) – Dogwood
Northwest – Camellia
Rocky Mountain – Azalea Begonia
Southeast (SEARCH) – Narcissus
Washington (Evergreen) – Kahili Lily
Wisconsin – Orange Blossom
1:30 – 3pm
Session 2A: DSM Business/Policy (Panel) – International North
Sponsored by
12
Building the Interstate Data Highway System: How Federal Programs Support Emerging
Commercial Program Solutions
Panelists: Dianna Heustis
Greg Thomas, Performance Systems Development
Aurelio Mark de Yoanna, National Grid
As AMI deployment and enhanced access to utility data spreads across U.S. commercial buildings
markets, analytics-driven solutions for commercial building energy efficiency are beginning to provide
robust solutions for use in commercial DSM programs. However, the underlying data infrastructure for
these efforts needs consistency and support to enable these solutions to attain scale. The objective of
this panel is to provide a map of the emerging “data highways” being developed by federal agencies,
and to provide samples of the ways this “highway” is being used by utilities, local governments, and
service providers. You will gain a fuller understanding of the nation’s emerging energy data infrastructure, as well as practical lessons on applying these options in DSM and commercial building environments.
version 5 - AGENDA - Jan. 16, 2015
25TH NATIONAL CONFERENCE & EXPO
#DataHighway
Moderator: Bill Prindle, ICF International
1:30 – 3pm
Session 2B: Marketing – International Center
#YesI’llData
DiannaLalos, Fiveworx
Moderator: Jamie
Heustis
The 7 Most Powerful Marketing Metrics
Speaker: April Currey, PowerStream
“Half the money I spend on advertising is wasted; the trouble is I don’t know which half” - John
Wanamaker. Through an exploration of the seven most powerful marketing metrics PowerStream measures for its conservation programs, see how this saying is becoming irrelevant in today’s world of data,
analytics, customer feedback, and social media. You will leave with detailed instructions for how to
develop and use these seven marketing metrics within your company to connect marketing investments
to incremental energy savings, including key pitfalls and challenges. Real world examples, with quantitative evidence, of how these metrics have been used to increase the efficiency and effectiveness of
marketing efforts will also be explored.
Conference Agenda
Tuesday, February 10, 2015
Moneyball Marketing
Speaker: Danielle Marquis, SmartWatt Energy
The human mind plays tricks on us when we rely exclusively on what we see. What if, as marketers,
we stopped relying on generalizations from our own experience and instead started leveraging data and
analytics to achieve successful, cost-effective marketing campaigns? Many industry papers discuss why
we should analyze marketing metrics, use market segmentation techniques, or examine interesting marketing campaigns within energy efficiency. We take these concepts a step further and share exactly how
an analysis of market research, marketing metrics, and market segmentation worked in practice, including details about the methods used and the results of the marketing campaigns developed as a result.
Driving Miss Participation
Speakers: Michael Goldman, Eversource Energy and Riley Hastings, Eversource Energy
Hear about research to test the effectiveness of targeted marketing efforts based on demographic and
housing characteristics. One effort sought to test the strength of seasonal bias in insulation installation
by using a targeted approach during the summer, a historically slow period for insulation adoption. With
over 12 months of data from a previous targeted marketing effort, several criteria were analyzed such
as the lag time between audit and insulation installation, similarities between participants in both the
treatment and control group, and similarities/differences between key demographic/housing characteristics identified in multiple targeted marketing tests. Explore the commonalities of the analysis, lessons
learned, and how to enhance this experiment.
1:30 – 3pm
Session 2C: Thought Leader Session – International South
version 5 - AGENDA - Jan. 16, 2015
Utility 2.0: What Does the Future Look Like, and How Do We Get There?
Speakers: Philippe Dunsky, Dunsky Energy Consulting; Dennis Smith, J.D. Power; and Michael Voltz,
PSEG Long Island
Beyond the buzzword, what does Utility 2.0 really imply? During our very first Thought Leader session,
the speakers will provide a bird’s eye view of what the utility of the future might look like, from distributed generation and demand response, to electric vehicles, data analytics, and beyond. The speakers
will answer the hard questions i.e. beyond the neat imagery, how realistic is this? What bumps lie
ahead? And how do we all work toward a future that is – or at least might be – so radically different
from the one we’ve known until now?
We will discuss how utilities are rapidly changing at the point where they interact with customers. From
communicating thermostats, advanced metering systems, electric vehicle adoption and mobile telecommunications, the utility-customer relationship has seen unprecedented change. Now, the prospect
of distributed energy, primarily solar, may disrupt the entire utility business model. Consumer education, engagement, awareness and adoption of new and emerging utility programs and services will be
key for utilities to maintaining sound customer relationships. Through J.D. Power’s extensive customer
research, we are able to see how customers view their utilities today and get an idea of what customers
will expect from their utility tomorrow.
25TH NATIONAL CONFERENCE & EXPO
#TwoOh
Moderator: Bill Norton, Opinion Dynamics
13
Conference Agenda
Tuesday, February 10, 2015
3 – 3:30pm Networking Break in Expo Hall – Grand Ballroom
Sponsored by
3:30 – 5pm
Session 3A: Implementation (Interactive Roundtable) – International North
#FindingYourNiche
A Fast-Paced Look at the New, Niche, and Noteworthy
Roundtable Leader: Wendy Tobiasson, DNV GL
Judy Simon, ICF Canada – Forward Moving with EV Load Shifting: Transforming Behaviors in Golf
Courses and Manufacturing
Christa Ansbergs, Lockheed Martin – Green Carrots: Examining the Effectiveness of Incentive Programs
on IT and Data Center Resource Efficiency
William Clemens, DTE Energy – Creating and Implementing Tailored Niche Market Offerings: DTE Energy
Defines the Process
Tony Hass, Franklin Energy – Exterior Lighting Optimization (ELO)
Lisa Skumatz, Skumatz Economic Research Associates – Interviews with the California Agriculture
Sector
Steve Babb, ComEd – Functional Oversight of Energy Efficiency Programs
Tom Brubaker, PECO – Success with Integrated Messaging to Contractors
This combination presentation and small group interactive session will provide a brief overview of some
interesting commercial and industrial efficiency implementation program activities from around the
nation. Through this thought-provoking and rapid-fire presentation format, attendees will hear a brief,
high-level overview of the presenter’s concepts. Panelists will then break out to small groups and accommodate questions and group dialogue with audience members on the topics presented. Hear about
a range of great projects and get the chance to discuss details on those that interest you the most.
3:30 – 5pm
Session 3B: Research & Evaluation – International Center
#Potpourri
Moderator: Dulane Moran, Nexant
14
High Net-to-Gross for Massachusetts Residential New Construction: How We Got There
Over The Years
Speaker: Betty Tolkin, NMR Group, Inc.
How can we fairly assess the effects of a long-running residential new construction program that has
provided incentives, trainings, marketing, and support for code officials over many years? Learn how
a long-running residential new construction program achieved an impressive net-to-gross ratio of 1.9
and review the case study of a multifaceted evaluation process (surveys, Delphi panels and energy use
modeling) used to estimate program attribution for changes in building practices in an environment of
multiple policy and market drivers. Get the highlights on the importance of careful documentation of
all activities that may influence the market as a whole and periodic baseline studies of nonparticipant
homes.
And in this Corner, the Reigning Champion Coming in at 800 Lumens…
Speaker: Steven Cofer, Cadmus
Should utilities continue to spend money and promote CFLs, or should they move toward promotions
that feature LEDs exclusively? For the past decade, CFLs have bested other lighting technology contenders and, as the reigning champion of efficient lighting, they still make up the largest amount of
sales volume and reported savings. However, LEDs have shown great promise. So, are they ready to be
the next efficient lighting champion? To explore this question, the speaker will share current data and
information from around the U.S., such as data taken from on-site evaluations of six utilities, interviews
with lighting retailers and manufacturers, pricing review, and cost effectiveness.
version 5 - AGENDA - Jan. 16, 2015
25TH NATIONAL CONFERENCE & EXPO
Using Structured Desk Reviews to Manage Risks Associated with Commercial and
Industrial Custom Impact Projects
Speaker: Charles Ehrlich, Itron, Inc.
Hear the results from an evaluation effort in California designed to reduce the cost associated with
evaluating large commercial and industrial “custom impact” energy efficiency projects. While most
custom impact programs include some level of project documentation desk reviews, this presentation
shares the results from the statewide evaluation of the California IOU 2010-2012 customized incentive programs and how the approach can improve custom project reviews. The effort deployed a new,
short desk review approach, called the Lower Rigor Assessment, and used it to quickly identify potential issues that contribute to unreliable custom project savings claims. Incorporating a well-designed
and quick, structured desk review process into either their custom incentive program evaluation or
implementation efforts can yield significant benefits.
Conference Agenda
Tuesday, February 10, 2015
Just How Smart: A Look at Energy Trust of Oregon’s Nest Thermostat Pilot Program
Speaker: Noah Lieb, Apex Analytics
NEEA’s 2005 analysis of heat pump performance has shown that many residential HVAC contractors do
not install proper heat pump controls (or do not set the controls properly) to switch from heat pump to
backup resistance heat at the appropriate temperature. As an alternative strategy, the Energy Trust of
Oregon (ETO) launched a Nest thermostat pilot study. Understand the findings from a recent process
and impact evaluation for ETO that measured household winter heating electricity savings from the
Nest thermostat, customer attitudes and behavior, and lessons learned from implementing the pilot
study. Challenges, lessons learned, customer reception, and energy savings related to this pilot will be
shared.
3:30 – 5pm
Session 3C: Technology (Rapid Fire) – International South
#TechJunkie
Moderator: Joe O’Malley, Mad Dash
SMUD’s Advanced Lighting Controls Program – Successes, Roadblocks and Challenges
Speaker: Dave Bisbee, Sacramento Municipal Utility District
version 5 - AGENDA - Jan. 16, 2015
This Just In: Recent Purchases of Televisions in California Businesses
Speaker: George Jiang, Itron, Inc.
Televisions are increasingly a commercial end-use product but little is known about the efficiency, size
or usage of televisions purchased for the commercial market. The California Market Share Tracking
study targeted televisions as one of the high priority measures in order to analyze the associated purchasing behavior and energy efficiency in California businesses. Using data gathered from telephone
surveys, on site surveys, and subsequent make/model lookups, a representative picture of the current
state of new televisions across California’s commercial sector was developed. Get the results of these
studies from over 400 sites that have recently purchased televisions. The distribution of television
purchases will be of particular interest to program planners and regulators.
25TH NATIONAL CONFERENCE & EXPO
A recent wave of new lighting control technologies offer greater energy savings than ever before. Review
Sacramento Municipal Utility District’s (SMUD’s) Advanced Lighting Controls (ALC) program which
discusses results and lessons learned from several projects evaluated under this program. Thanks to
the use of advanced control strategies and dimmable LED lighting fixtures, several SMUD research
projects have resulted in savings of 50 to 90 percent. Although the results were impressive, high
implementation costs and long financial return periods were identified as roadblocks to widespread
acceptance. Hear about the winners and losers among the implemented projects, and lessons learned
from program challenges and technical issues encountered during implementation.
All Day Coffee/Tea Sponsored by:
15
Conference Agenda
Tuesday, February 10, 2015
3:30 – 5pm
Session 3C: Technology (continued)
A New Protocol to Increase the Accuracy and Precision of Savings Estimates for VFDs
Speaker: Ryan Del Balso, Navigant
Motor measures are one of the largest potential areas for higher energy savings in existing C&I buildings. Many energy efficiency programs use a simplified savings estimation method for variable frequency drive (VFD) installations on HVAC fan and pump motors. Although there is similarity among program
offerings, the savings estimation methodologies used for VFD measures often vary significantly by VFD
measure type, from state-to-state, and program-to-program. These approaches can result in inaccurate
and imprecise savings estimates. Hear about a new protocol that can increase the reliability and certainty of program savings estimates.
Cold Climate Ductless Heat Pumps: Panacea or Pest?
Speaker: Richard Faesy, Energy Futures Group
Cold climate ductless heat pumps (DHPs) represent an emerging and rapidly evolving technology with
tremendous potential as a more efficient and greener alternative to conventional heating and cooling
strategies. While they hold promise as a residential and small commercial panacea for energy efficiency
and addressing GHG goals, they also raise pesky questions related to predicting and evaluating their
performance in the field. Recent studies illustrate that customers operate their DHPs in ways that don’t
necessarily fit with conventional methodologies for measuring savings. Understanding how customers
operate DHPs is critical to deciding whether program administrators should embrace the technology for
not only electric savings, but also for fuel-switching. This presentation reports on both perspectives on
this technology, drawing from recent studies by the Regional EM&V Forum.
Achieving Energy Efficiency Savings From Communicating Thermostats - M&V results
Speaker: Bryan Ward, Cadmus
Achieving and validating energy efficiency savings from encouraging more energy efficient use of programmable thermostats has been the subject of debate for decades. The incorporation of two-way
communication technology into programmable thermostats, including remote access to programming
through mobile applications, has shown substantial promise to achieve this goal. This session will present real world study results on energy savings from next generation thermostat devices and the impact
of connectivity on energy savings potential, and discuss other ways how connected thermostats can
provide benefits to the utility and its customers.
16
How Behind-the-Meter Energy Storage is Changing the Face of Grid Response
Speaker: Karen Butterfield, Stem, Inc.
Utility DR programs have historically been plagued by a number of pain points including slow response
time, uncertainty in the amount and location of delivered capacity, and customer fatigue. Learn how
innovations in behind-the-meter, battery-based energy storage solutions are clearing these hurdles to
unlock a new era of grid response. Rather than slowly winding down loads or spinning up generators,
utilities can rapidly and efficiently respond to peaking or anomalous grid conditions. Quantitative data
from real-world case studies illustrating how energy storage can enable effective load shaving programs
will be presented.
5 – 6:30pm
Networking Reception in Expo Hall – Grand Ballroom
Mingle with fellow attendees over beverages and delicious food, learn about new offerings from our
exhibitors and play our Expo Game to win great prizes worth over $3000. Prize drawing is at 6:15pm
and you must be present to win.
Reception sponsored by
Expo Game Prizes sponsored by
version 5 - AGENDA - Jan. 16, 2015
25TH NATIONAL CONFERENCE & EXPO
7am – 5:30pm
Registration – International Ballroom Foyer
7:15 – 8:15am
Networking Breakfast in Expo Hall – Grand Ballroom
8:30 – 10am
Session 4A: Marketing (Rapid Fire) – International North
#BuyingIt
Moderators: Sara Conzemius Van de Grift, Illume Advising and Danielle Marquis, SmartWatt Energy
Creating the Right “Fit” for the Commercial Retrofit Program
Speaker: James Alden, Brickworks Communications
Sponsored by
Conference Agenda
Wednesday, February 11, 2015
Generating savings from the commercial sector is a challenge for most utilities but you will learn how
an “out of the box” tactical approach can be used to engage commercial customers and deliver real
and measureable program results. As part of the province-wide saveONenergy initiative, the Business
Retrofit Program offered financial incentives of up to 50 percent of project costs for energy efficiency
upgrades. Learn how its simple, but unique marketing campaign (Matchmaker) was used to generate
greater awareness of the business retrofit program and increase participation.
Take a Bite out of Savings. Jackson EMC teams up with Apple Giveaway for Savings
Speaker: Amy Bryan, Jackson EMC
Learn how Jackson EMC motivates customers with a new twist on behavior change and marketing new
programs to members. A high profile giveaway coupled with a state-of-the-art Energy Efficiency Messaging Program is driving behavior change and lowering energy bills for all of their members. We’ll also
see the overall savings realized by the participants, show the reduction in calls to the call center, and
measure overall satisfaction of its members.
Just Ask Us
Speaker: Brian Smith, Horizon Utilities Corporation
Most utilities are implementing program-specific marketing campaigns – often tied to only the program
and not the brand. JUST ASK US is helping Horizon Utilities build long term relationships with both
commercial and residential customers by delivering energy savings results and positioning Horizon
as the “go to” source for energy savings expertise. JUST ASK US gives commercial and residential
customers easy access to a team of Energy Savings “experts.” By providing tangible data, they make it
easy for customers to better understand how to reduce energy use and save money. Get the specifics on
how this marketing plan identifies specific customer segmentations and data management capabilities
and enables Horizon Utilities to drive participation by using the most appropriate marketing/communications for each target.
version 5 - AGENDA - Jan. 16, 2015
Building Energy-Efficient Homes through Customer Awareness – HERS Index
Awareness Campaign
Speaker: Jeff Smith, Georgia Power
The largest barrier to increasing energy efficient new homes in the residential market is buyers’ lack
of awareness about the benefits of energy efficient construction and their uncertainty of how to quantifiably measure a home’s efficiency. During this discussion, learn about the development and implementation of the HERS (Home Energy Rating System) Index Awareness Campaign (part of the Georgia
Power EarthCents New Home Program™). This fully integrated consumer awareness campaign was
designed to educate buyers, builders and real estate agents about the HERS Index, and it is resulting
in an increase in the overall number of energy efficient new homes in the market. Come away with a
practical example of how to create and implement a marketing awareness campaign that can improve
energy efficiency adoption.
25TH NATIONAL CONFERENCE & EXPO
17
Conference Agenda
Wednesday, February 11, 2015
8:30 – 10am
Session 4A: Marketing (continued)
Social Media in Energy Efficiency Customer Engagement
Speaker: Scott Johnson, Chartwell
Social media has quickly evolved from a complementary “nice to have” tool to a strategic part of a
utility’s energy efficiency customer engagement strategy. As the reliance on social media progresses,
the utility industry is quickly moving past the prominent, tried and true channels such as Facebook,
YouTube and Twitter. Several emerging channels, such as Instagram, Pinterest, Vine, and Tumblr have
quickly gained traction in the utility space, especially in the mobile arena. Take a look at the key role
social media plays in engaging customers in energy efficiency programs and campaigns and hear the
data on the effectiveness of social media as a vehicle to drive customer engagement. See an overview
of the best campaigns.
Segmenting for Success: Keys to Engaging Small Commercial Customers
Speaker: Owen Rogers, EnerNOC Utility Solutions
Are you struggling to reach the frozen middle? Small and medium enterprise (SME) customers want
communications from their utility that are relevant to their specific business. But providing targeted
messages in a segment defined by its size and diversity is a challenge. Commercial customers today
typically make up 35 percent of utilities revenue, yet customer service efforts directed at them are overshadowed in scope compared to residential and industrial. Learn how PG&E and EnerNOC are working
together to reach and engage this highly diversified and large customer base including: how to plan your
segmentation approach; three criteria for defining a customer vertical; what industry codes like NAICS
can and can’t help with; and ways to address the elusive “other” category.
Energy Communication Goes Hollywood..Moving the Masses with Personalized Movies
Speaker: Brian Jackson, Apogee Interactive
Video is one of the most engaging forms of content and it is also the most responsive medium for portable devices because it easily sizes to any device. In 2013, a team of Apogee developers embarked on
taking their popular billing-integrated online energy analysis tools and using it as the basis for creating
contextually-relevant movie presentations delivered in real time. Three 2014 utility pilots delivered
customer’s bills – analyzed and explained – via personalized videos generated in real-time and delivered to the customer’s computer, phone, or any visual device. You will also see several extensions of
this concept including communicating outage information, crisis messaging, and personalized offers
suited to each recipient.
18
Session 4B: Implementation – International Center
#WhatAreYouThinking
Moderator: Brad Gunter, Florida Power & Light
Influencing Trade Ally Behavior
Speaker: Jennifer Rivera, DNV GL
Energy efficiency programs offer perks and potential privation to motivate trade allies, but it’s difficult
to discern what truly influences short- or long-term changes in participation. If the program next door
offers a bigger performance bonus, will your trade allies flee to the neighboring service territory? Will
you build loyalty through a strong support structure? Get the results of a six-month nationwide study
that reveal the factors that can impact trade ally behavior and influence participation rates in energy
efficiency programs.
version 5 - AGENDA - Jan. 16, 2015
25TH NATIONAL CONFERENCE & EXPO
8:30 – 10am
Knowing the Score: Helping Contractors Succeed in HPwES
Speakers: Deborah Drake, Baltimore Gas and Electric and John White, ICF International
As local Home Performance with ENERGY STAR (HPwES) Programs mature and gain traction in the
marketplace, both customer participation and savings goals continue to increase with each new program year. To track and assess contractor activity, BGE developed quarterly Contractor Scorecards as an
innovative contractor engagement and program evaluation tool. Understand how the role of Contractor
Scorecards can influence program design within an HPwES Program and provide feedback to individual
contractors on their performance in a market-based program.
HVAC Contractor and Technician Behavior: An Important Piece of the HVAC
Energy Savings Puzzle
Speakers: Donna Whitsett, EMI Consulting and Ellen Steiner, EMI Consulting
Conference Agenda
Wednesday, February 11, 2015
Similar to many states, HVAC programs are considered key for energy efficiency in California. Two market studies designed to identify the barriers faced by HVAC contractors and technicians in selling and
implementing “Quality Installation” and “Quality Maintenance” services in California were conducted.
Unlike traditional widget programs, these market-transformation behavior-influenced programs require
a systematic understanding of trade allies’ complex role in the HVAC market. From this groundbreaking HVAC research, hear about the opportunities and challenges in conducting studies of sophisticated
markets from a systems perspective. The speakers will also distill the next steps that are needed to truly
transform the HVAC market in California, and present lessons learned that apply to the national HVAC
market as well.
8:30 – 10am
Session 4C: Technology – International South
#DataGoldMine
Moderator: Amanda Townsend, Oncor
Developing Optimization Models and Analytics at the Household: Duke Energy’s
Residential Energy Research Pilot
Speaker: David Mulder, Leidos
version 5 - AGENDA - Jan. 16, 2015
Does Attitude Really Matter? The Link between Customer Segmentation and
Energy Use
Speaker: Raegan Bond, PowerStream
Are utilities sitting on a data gold mine? Big Data is a big buzzword in many industries these days,
including energy conservation. Learn about PowerStream’s leading edge analysis into the correlation
between who customers are (demographics, attitudes, lifestyles), and how they use electricity. Have
we been targeting the right people with our programs all along? Do we really need market research if
we have smart meter data? Using a real world data analysis project, explore the correlation between
traditional customer segmentation and actual energy consumption patterns. Gain insight into the potential value of the Big Data being amassed by utilities through AMI in terms of the design, delivery,
and effectiveness of conservation programs.
25TH NATIONAL CONFERENCE & EXPO
Duke Energy – as part of its distribution grid optimization initiative – is developing and testing algorithms for use in future grid optimization operations. A key optimization opportunity lies with choreographing customer load to achieve customer and utility benefits among customer premises operating
on the same phase or feeder section. The objective of the two year Residential Energy Research Pilot
is to collect information in conjunction with other technologies installed (meters, line sensors, communication nodes, weather stations, etc.) and to understand how granular customer information – when
synchronized with other Smart Grid information – could provide grid operational value to Duke Energy.
Hear the midpoint results of this pilot and how residential customer energy usage affects distribution
grid operations.
19
Conference Agenda
Wednesday, February 11, 2015
8:30 – 10am
Session 4C: Technology (continued)
And the Survey Says: Using AMI Data to Increase Customer Engagement
Speaker: Brad Goar, Florida Power & Light
Discover how FPL leveraged its Smart Grid investment in more than four million smart meters by
integrating monthly, daily, and hourly AMI interval data into its legacy home energy survey program
platform and bill disaggregation tool to increase customer satisfaction and engagement. Integrating
AMI data into FPL’s survey allows for improved bill disaggregation, monthly, daily, and hourly views of
energy use, constant load estimates and enables residential customers to better understand where their
energy dollars are spent. FPL’s home energy survey platform supports three separate survey channels:
Field Energy Surveys, Phone Energy Surveys, and Online Home Energy Surveys. Attendees will also
hear about the challenges of integrating AMI information into a legacy multi-channel survey platform.
10 – 10:30am
Networking Break in Expo Hall – Grand Ballroom
Sponsored by
10:30am – Noon
Session 5A: Implementation – International North
#DeliveringTheGoods
Moderator: Michael Volker, Corn Belt Energy Corporation
Retro-Commissioning for Every Business: Expanding ComEd’s RCx Program to Engage
Every Customer Type
Speaker: Rick Tonielli, ComEd
ComEd has been running the Smart Ideas for Your Business Retro-Commissioning (RCx) Program since
it launched its energy efficiency portfolio in 2008. While the program has steadily increased in participation each year, it has primarily served ComEd’s largest commercial customers. In order to make the
program cost-effective for smaller buildings, new tracks have been created, including the 2014 addition of two new offers designed to provide RCx services to ComEd’s small-to-midsized commercial customers. Learn how ComEd expanded the RCx program into four tracks designed for different customer
segments, and how each track overcomes customers’ unique barriers to provide a better experience and
higher engagement.
20
Evolution of a Portfolio: How Nicor Gas EEP Became the Largest U.S. Program in 3 Years
Speaker: Jim Jerozal, Nicor Gas
In just three years, the Nicor Gas Energy Efficiency Program has evolved into a mature, diverse and
largest gas-only energy efficiency program in the U.S. Gather the practical applications Nicor Gas used
to remain nimble, adjust strategies and perform necessary “stress tests” in order to create savings of
over 31 million gross therms (>23 million net) in one year. The speaker will also discuss how certain
program changes contributed to the program’s overall success in achieving savings goals. Take away
ideas that can help your portfolio break through the status quo, and inspire changes for any portfolio,
gas or electric.
Bid to Win: Competitive Bidding, Delivering Incentives at the Lowest Cost
Speakers: Angela Rybalt, AEP Ohio and Jon Dierking, Overlay Consulting
The AEP Ohio Bid to Win Program consists of a series of reverse auctions for financial incentives
where solution providers and large commercial and industrial customers submit bids to “sell” energy
efficiency at an incentive price per kWh. Learn how using competitive market forces through a reverse
auction mechanism can lead to the successful procurement of large energy savings while determining
the cheapest price per kWh that the market is willing to deliver. Gain insights into this innovative and
cost-effective program design and see how AEP Ohio engaged its largest customers and solution providers in the program.
version 5 - AGENDA - Jan. 16, 2015
25TH NATIONAL CONFERENCE & EXPO
10:30am – Noon
Session 5B: Evaluation – International Center
#CrunchIt
Moderator: Laura Schauer, Illume Advising
Smart Meter Data Predict Household Propensity to Enroll in Energy Efficiency Programs
Speaker: Michael Zeifman, Fraunhofer Center for Sustainable Energy Systems
Conventionally, households are recruited to participate in residential programs without regard to the
consumers’ propensity to enroll in such programs. Since the fraction of successfully recruited households is usually low, significant resources are wasted on recruitment efforts. Learn about a new method
to predict a household propensity to enroll with the only household characteristic required being the
hourly electricity consumption data from households’ smart meters, collected over 6-12 months. The
method implements advanced machine learning algorithms to reach an unprecedented prediction accuracy of about 90 percent. This level of accuracy was obtained in a study of a West Coast behaviorbased residential program.
Conference Agenda
Wednesday, February 11, 2015
Nest Learning Thermostat: Can You Teach an Old Thermostat New Tricks?
Speaker: Carlyn Aarish, Cadmus
Learn how much gas and electricity the Nest Learning Thermostat can save on heating and cooling
compared to manual and standard programmable thermostats. The Nest programmable thermostat
uses algorithms and an occupancy sensor to learn user behavior and adjust temperature setpoints. The
thermostat is Wi-Fi-enabled and allows remote adjustment by the user.
The Icing on the Cake: kW Savings and Secondary Program Participation Produced by
Behavior Programs
Speaker: Patrice Ignelzi, Applied Energy Group
Behavior-based energy efficiency programs are becoming commonplace and evaluations of these programs have focused on quantifying overall kWh energy savings. But often, what utilities need most is
peak load reduction. Hear about a different approach that highlights the value of estimating peak kW
impacts from behavior-based programs in addition to kWh savings. You will see results from an evaluation of a 2013 comparative feedback program and a demonstrated methodology that uses customers’
smart meter data. Some of the first statistically robust estimates of peak kW savings using participants’
own load data will be explored as well.
Delivering Effective Demand Response to 100 Percent of Customers – Without
Prices or Devices
Speaker: Nick Payton, Opower
Currently only five percent of U.S. homes participate in demand response. According to FERC, we are
only achieving one tenth of our residential DR potential. The reason for such low participation? Residential DR programs have long been dominated by load control switches, which represent up to 85
percent of all residential DR endpoints in the U.S. These switches are expensive to implement, slow
to deploy, and come with a poor customer experience. Learn how a behavioral program, implemented
without prices or devices, delivered five percent demand reduction across 100 percent of customers
in 2014, and best practices for how this resource can be applied to reach the 95 percent who don’t
currently participate in residential DR.
25TH NATIONAL CONFERENCE & EXPO
version 5 - AGENDA - Jan. 16, 2015
All Day Coffee/Tea Sponsored by:
21
Conference Agenda
Wednesday, February 11, 2015
10:30am – Noon
Session 5C: DSM Business/Policy (Panel) – International South
#StateOfConfusion
Moderator: John Augustino, Honeywell
Maintaining and Growing Efficiency Efforts in the Changing C&I Landscape
Panelists: Laura Adelman, National Grid
Brian McCowan, Energy & Resource Solutions
William Miller, Lawrence Berkeley National Laboratory
Large industrial and commercial customers use significant amounts of energy and any strategy to
improve energy efficiency is deficient without them. Still, they have not fit easily into utility energy
efficiency programs with endemic issues of rate impacts, net-to-gross, etc. Further, recent effects
technological change on the electrical grid against the backdrop of slow industrial recovery may have
affected the support of utilities for improving these customers’ efficiency. The panelists will consider
recent initiatives in the upper Midwest, New York, and elsewhere concerning the complex role large
customer play in energy policies and programs.
Noon – 1:30pm Networking Lunch in Expo Hall – Grand Ballroom
12:15 – 1:15pm Chapter Meeting & Lunch
California – Dogwood
Chicago – Narcissus
Northeast – Orange Blossom
Ontario, Canada – Azalea Begonia
Southwest – Kahili Lily
Texas (Lone Star) – Poinsettia Quince
12:30 – 1:30pm
Cupcake Dash – outside Grand Ballroom
Sponsored by
It’s our anniversary and everyone is getting cupcakes. Dash out to the Cupcake Truck to pick up
a delicious treat. 22
Sponsored by
1:30 – 3pm
Session 6A: Implementation – International North
#MakeItCount
Moderator: Ingrid Rohmund, Applied Energy Group
Maturity Models – A Software Development Idea comes to SEM Program Design
and Evaluation
Speaker: Richard Hart, EnerNOC Utility Solutions
Program managers have traditionally been responsible for hardwired measures in different program
designs. Even in the most complicated measures, it is possible to say that the measure was installed
and functioning as predicted. As programs add operational/behavioral components or combine multiple
elements in integrated DSM, program managers need new ways of thinking about success. Recently,
the Northwest Energy Efficiency Alliance created a maturity model for Strategic Energy Management
(SEM), a systematic approach to delivering persistent energy savings in organizations by integrating
energy management into regular business practices, offering multiple components, and levels of implementation at customer facilities. An in-depth case study of maturity models for demand-side management programs will be presented.
version 5 - AGENDA - Jan. 16, 2015
25TH NATIONAL CONFERENCE & EXPO
Alternative Statistical Models: $aving Energy, Time and Money
Speaker: Megan Campbell, Opinion Dynamics
Programs across the country battle with implementing costly, time-intensive and sometimes inaccurate, energy modeling software to estimate savings from multi-measure programs such as Home
Performance with ENERGY STAR and ENERGY STAR New Homes programs. These programs often
require contractors to train on software, collect multiple data inputs on baseline conditions and energy
upgrades, and then run the data through energy modeling software to estimate savings. Learn about
two hypothetical programs where alternative approaches can be employed, how the analysis can be
done, how it can reduce program implementation costs, and how it can be verified.
Smart Thermostats Aren’t Just for DR Anymore: Summary of Programs
Speaker: Rebecca Foster, Vermont Energy Investment Corp.
Conference Agenda
Wednesday, February 11, 2015
Efficiency programs across the U.S. and Canada are struggling to keep up with new technologies and
understand the role they play in efficiency programs. Smart thermostats are one “new” technology that
has received significant research and program attention over the past year. Hear how program administrators are bringing smart thermostats into their research and program portfolios. Discover how this
technology’s potential can not only deliver savings in the heating and cooling systems, but also unlock
other savings potential in the home.
1:30 – 3pm
Session 6B: Marketing (Panel) – International Center
#PayAttentionToMe
Moderator: Sam Mueller, Nexant
More Power to You: The Value of Engaged Utility Customers
Panelists: Val Jensen, ComEd
Adam Perry, Platte River Power Authority
Mike Orton, Questar Gas Company
Robbie Sears, Vectren
Engaged customers are a valuable resource for utilities. They have higher levels of participation in utility programs, achieve greater savings, are more knowledgeable about their energy use, and are more
satisfied customers. Now, through AMI and other advanced data analytics tools, utilities know more
about their customers than ever before. While the industry has recently explored how to engage with
customers, this discussion explores what utilities are going to do with more engaged customers beyond
their participation in energy efficiency and demand response programs. Learn valuable insights from a
diverse panel of utilities and their vision for the future of utility customer engagement.
Session 6C: Pricing & DR – International South
version 5 - AGENDA - Jan. 16, 2015
#I♥DR
Dia
Dian
D
Greg Wikler,
Navigant
Moderator: Dianna
Heustis
nn
ina
The Integration and Optimization of DSM: Extraordinary Benefits when the Orchestra
aa
Heus
Plays Together
He
tis
n
Heustis
Dr. Eric C.
Woychik, Strategy Integration, LLC
Speaker: Dianna
ust
n
Distributed generation, advanced demand response, efficiency, and renewables represent a massive
isa
new potential for energy conscious consumers and forward-looking utilities. Recently, Integrated DeH has been proposed to value this new energy paradigm. Strategy Inmand-side Management (IDSM)
tegration, Integral Analytics and
e select utility partners have proposed a four-step framework for IDSM
cost effectiveness (CE) valuation.
u Compared to the average deterministic baseline results, these steps,
implemented in sequence, lead to a much greater aggregation of benefits in CE terms.
s
t
i
s
25TH NATIONAL CONFERENCE & EXPO
1:30 – 3pm
23
Conference Agenda
Wednesday, February 11, 2015
1:30 – 3pm
Session 6C: Pricing & DR (continued)
Not All Customers are Equal – The Power of Locational Avoided Costs
Speaker: Bill Kallock, Integral Analytics
As evidenced by the recent legislation in California, more regulators will soon be requiring that utilities
fully value the distribution benefits of distributed resources. See how two utilities, AEP I&M and Avista,
are using the additional value of the locational avoided costs to justify increased program incentives
and increased load management services. Ideal for utilities and consultants, this primer will help you
better understand the locational value of distributed resources and to prepare for the coming wave of
targeted distributed resources.
Demand Response – Leveraging both AMI and Internet
Speaker: Jeremy Laundergan, EnerNex
How can the Advanced Metering Infrastructure (AMI) demand response benefits be augmented to
utilize the Internet, become grid interactive, and improve grid reliability? Billions of dollars have been
spent to deploy AMI systems with many of the benefits derived from DR. DR is now being touted as
both a wholesale electricity market participating resource, as well as a resource to mitigate the intermittency of renewable resources. Utilization of AMI systems as well as Internet connections – to gain
better insight on DR’s availability, the timeliness of DR dispatch and actual DR performance – is a vital
component of grid modernization and resiliency.
3 – 3:30pm
Networking Break in Expo Hall – Grand Ballroom
Sponsored by
3:30 – 5pm
Topic Committee Meetings
#I♥TCs
24
DSM Business Issues & Models – Orange Blossom
Implementation – Azalea Begonia
Market Research, Evaluation & Greenhouse Gas – Dogwood
Marketing – Poinsettia Quince
Pricing & Demand Response – Camellia
Tools & Technology – Narcissus
5 – 7pm
25th Anniversary Special Event “Back to the Future” – Palm Ballroom
Who’s ready to party? We are! Join us for our anniversary celebration with special food, beverages and
fun entertainment, including a live band, dancing, cool photo ops and a DeLorean! A perfect way to
unwind after a long day of sessions.
Sponsored by
Entertainment sponsored by
version 5 - AGENDA - Jan. 16, 2015
25TH NATIONAL CONFERENCE & EXPO
Get involved with a Topic Committee. Contribute your talents in your area of expertise. Tweet with
#aesp15 and #aespTC.
7am – Noon
Registration – International Ballroom Foyer
7:15 – 8:15am
Networking Breakfast – Grand Ballroom
8:30 – 10am
Session 7A: Implementation – International North
Sponsored by
#LetsWorkTogether
Moderator: LeAndra MacDonald, Nexant
Conference Agenda
Thursday, February 12, 2015
Grassroots Sustainability for Small-to-Mid Size Communities: Alliant Energy’s
Hometown Rewards Program
Speakers: Rob Buchanan, Alliant Energy and Katie Anthony, Sebesta
Alliant Energy’s innovative Hometown Rewards program provides a tailored framework for small-to-mid
size communities to engage residents, government, business and industries in energy efficiency and
sustainability planning. Emphasis is placed on the goals of improving energy efficiency at a grass roots
level by educating residents, government, business, and industry about energy efficiency and engaging
the community to create a long lasting sustainability movement. Understand the process of developing
and delivering a customized program for communities, lessons learned, best practices, and hear about
the successes of partner communities.
Effective Partnering Strategies for Small Utilities
Speaker: Scott Dimetrosky, Apex Analytics
Relatively little attention is paid to small utilities and their unique needs. Small utilities face challenges in designing and implementing a demand-side management program. In order to overcome
these issues and achieve a cost-effective program, small utilities need new and innovative solutions.
One such approach is to strategically partner with other small utilities within the region. Using three
Colorado utilities (Atmos Energy, SourceGas, and Colorado Natural Gas) as a case study, gain firsthand
experience of how these program administrators created a successful partnership which is a potentially
invaluable resource to other small utilities seeking innovative solutions.
Consumer Electronics: Tapping into the Power of the Service Provider
Speaker: Ryan Rasmussen, Ecova
version 5 - AGENDA - Jan. 16, 2015
8:30 – 10am
Session 7B: DSM Business/Policy – International Center
#TakingCareOfBusiness
Moderator: William Miller, Lawrence Berkeley National Laboratory
Taking the Reins of DSM Business Process Management
Speaker: Martin Milani, Nexant
A major DSM business challenge facing most utilities is that they still rely on painful spreadsheets,
ineffective additions to their CIS Systems, or home-grown custom solutions where their DSM program
data is only partially captured, disconnected, and difficult to manage with poor visibility. The problem
is accentuated by the inability to easily and accurately report, as well as all the manual processes involved. Learn how leading utilities are taking new and innovative approaches to DSM Business Process
Management, including leveraging new systems, best practices and analytics to effectively and efficiently design, roll-out, manage and track program portfolios while improving trade ally and customer
engagement.
25TH NATIONAL CONFERENCE & EXPO
There has been an ongoing need to better understand the savings potential and customer acceptance
of devices such as advanced power strips. Learn how New Jersey’s Clean Energy Program utilized
service provider DIRECTV to implement the first of its kind pilot for in-home deployment of advanced
power strip programs. This pilot provided a clearer picture into the homes of utility customers and captured valuable consumer electronic use data from this unique direct install approach. Gain practical
insights on these initial data findings from the pilot and lessons learned from the strong partnerships
established with the service provider.
25
Conference Agenda
Thursday, February 12, 2015
8:30 – 10am
Session 7B: DSM Business/Policy (continued)
What Stakeholders Need to Know: A “Food Label” for Energy Efficiency
Speaker: Elizabeth Titus, Northeast Energy Efficiency Partnerships
Accuracy, credibility and comparability of energy efficiency results have always been important considerations in reporting and reviewing the results of DSM programs. However, it is often difficult to
find the information buried in reports, and it is also difficult to know how programs or states compare. With the growing links to air regulation, these issues are increasingly discussed. The development of
standardized reporting formats (akin to a food label in intent) and other tools from the Regional EM&V
Forum to address these needs will be discussed, along with consideration of some of the related potential challenges and needs associated with air regulatory legislation.
Going from 200 Million to 2 Billion kWh Goals in a Single Year
Speaker: Tony Hass, Franklin Energy Services
26
8:30 – 10am
Session 7C: Research & Evaluation – International South
#$$
Moderator: Mary Sutter, Opinion Dynamics
Estimating the Cost of Energy Efficiency: New Challenges, New Solutions
Speaker: Mike Ting, Itron, Inc.
Estimates of technology costs are central to regulatory and program planning processes for energy
efficiency programs. These “measure costs” are used to essentially quantify the cost-effectiveness
of either the energy efficiency resource as a whole, or to compare the cost-effectiveness of different
energy efficiency programs and strategies to each other. Regression-based, hedonic price modeling
is a powerful, though largely under-utilized, method to accurately quantify the incremental costs of
high-efficiency technologies and measures. Learn how estimating incremental measure costs using
regression-based price models offers important benefits to utility program planners and regulators but
also comes with significant challenges. Hear concrete recommendations as to how these challenges
can be overcome in both the short- and long-term.
Getting It Right: How Different Approaches to Cost-effectiveness Can Dramatically
Skew Results
Speaker: Philippe Dunsky, Dunsky Energy Consulting
Cost-effectiveness screening has long been treated as a black box – sealed 30 years ago, and rarely
opened since. Yet significant change to the economics of DSM and to the scale of goals has led our
industry to take a second look; rethinking both the choice of tests, and their key inputs. Join in the
conversation with the speaker to open that black box and, more importantly, highlight the extraordinary
level of experimentation currently taking place. Ultimately, this presentation will explore the myth of
standard cost tests, since they are not applied uniformly at all. We will address the question: As an
industry, what do we need to do to bring consistency and credibility back to the equation?
version 5 - AGENDA - Jan. 16, 2015
25TH NATIONAL CONFERENCE & EXPO
First year energy savings is a well-known measure in the energy efficiency industry. However, the Wisconsin statewide energy efficiency program, Focus on Energy, has realized that first year savings does
not tell the full story. In 2013, the Focus on Energy program converted to lifecycle energy savings goals.
Lifecycle savings allow programs to vary incentives using another factor of measure. This setup provides
incentives that more accurately offset the large cost of these capital projects. Accurately accounting for
savings over time, lifecycle savings make certain measure types more attractive to efficiency programs
(for example, building envelope). The speaker will discuss the lessons learned during this transition
and obtain key takeaways for other efficiency programs that are considering a shift to lifecycle savings.
Estimating Net Savings – Decades Later and Passions Still Run High
Speaker: Teri Lutz, Tetra Tech
Decades of efforts on estimating net savings still has not converged upon best practice methods – or
even agreement on the value of net savings research. Has net savings research become obsolete? Or,
is it an important aspect of program evaluation effectiveness? Are current methods providing the
knowledge program administrators, regulators, and other stakeholders seek? Or, are there emerging
methodologies and schools of thought within our reach? Dive in and be prepared to exchange views on
the value of current practice, and to propose fresh approaches to answering what we ultimately want to
know, which is, “What is the best estimate of the full impact of energy efficiency, conservation, renewable energy, and demand response efforts?”
10 – 10:30am
Networking Break – Grand Ballroom
10 – 10:30am
New this year! Espresso Learning Shots
#EspressoShots
Millennially Speaking – Poinsettia Quince
Speakers: Angela Falbo, FortisBC; Kristin Laursen, Michaels Energy; and Kelsey Cummings, SmartWatt
Energy
Conference Agenda
Thursday, February 12, 2015
Sponsored by
Figuring out the inner workings of millennials and bridging the generational gap that exists in our
industry has proven to be a major challenge for employers – and is only getting more difficult as more
millennials enter the workforce. We will provide insight into how the energy services industry can address these unique challenges and embrace the change inspired by the most skilled, well-educated,
creative, and inexpensive employees a company has. Learn what actual millennials from across our
industry are really like as a few of the industry’s millennials explore living in a millennial world.
The RFP Dating Game – Who Gets Chosen? – Azalea Begonia
Speakers: John Hargrove, NV Energy; Vicki Nichols, Georgia Power; Quinn Parker, CLEAResult; Dave
Backen, Evergreen Consulting; and Pasi Miettinen, Sagewell
Submitting an RFP is not unlike dating. You put your best foot forward, you spend hours on preparations, and anticipate the questions that will come …and then, someone else gets chosen. What happened? In this useful and fun presentation, our utility presenters illustrate through a mock Dating
Game show, the pressure and pratfalls in the utility consultant selection process. Guided by our suave
show host, our utility “bachelorette” puts three RFP suitors to the test, including asking some weird
questions true to form as a utility. Come see how the winner emerges and you could pick up a tip or two.
version 5 - AGENDA - Jan. 16, 2015
Speak Easy – Tips and Tricks to Get Your Point Across Clearly – Kahili Lily
Speakers: Laura Orfanedes, Fiveworx and Lark Lee, Tetra Tech
Does presenting in front of a live audience give you butterflies or make your knees knock? Us too!
However, with preparation and strategies, those nerves can be tamed and your message communicated
clearly. The speakers draw on their 15-plus years in the industry and scores of presentation experiences
to provide tips and tricks to effectively deliver the message. Presentation do’s and dont’s are covered
as attendees are encouraged to find their own best presenter style, no matter the generation or experience level.
25TH NATIONAL CONFERENCE & EXPO
All Day Coffee/Tea Sponsored by:
27
Conference Agenda
Thursday, February 12, 2015
10:30am – Noon
Session 8A: Implementation (Rapid Fire) – International North
#LightTheWay
Moderator: Gary Grayson, Idaho Power
Launching and Growing a Midstream Program: Facilitating Additional
Efficiency Opportunities
Speaker: Steve Baab, ComEd
Hear how ComEd effectively added a midstream program component to complement its energy efficiency portfolio. Since launching Smart Ideas for Your Business, ComEd has adapted and enhanced
the portfolio to serve diverse markets and reach increasing energy savings goals. The Business Instant
Lighting Discounts program is one effort to develop targeted offerings for specific market segments.
The speaker will provide insights into how the pilot design was enhanced to more effectively engage
distributors and deliver more energy savings.
The Elephant in the Room: When to Remove T12s from the Equation
Speaker: Jason Hinsey, Nexant
While the Energy Independence and Security Act (EISA) took effect on July 14, 2012, many utilities
and regulators still do not have full plans in place to address all the anticipated market effects that
EISA stimulates. Learn about the process and decisions program administrators and regulators will
each need to make in determining when to remove non-EISA compliant T12 lighting from baseline
assumptions. C&I lighting retrofits are routinely a large source of energy savings and a key component
of nearly all nonresidential EE portfolios. Gain an understanding in the methodology involved and data
leveraged to arrive at a market shift timeline. Benefit from firsthand experience, lessons learned, and
results from one of the largest studies of its kind performed on the upcoming nonresidential lighting
market shift.
Point-of-Sale Data for Lighting and Beyond – A Game Changer is Here!
Speaker: Lynn Westerlind, National Grid
Participants in the newly launched initiative CREED (Consortium for Retail Energy Efficiency Data) will
discuss this unique effort to get sales data on lighting and other ENERGY STAR product categories.
CREED is uniting program administrators to work collaboratively in the quest to get better sales data
for program planning and evaluation purposes. The initial effort for CREED, called LightTracker, is
designed to access full category point-of-sale lighting data with a goal of collecting a national data set
representative of all major distribution channels. You will learn about this and related efforts to gather
sales data needed for retail-based energy efficiency programs, and how to potentially align efforts for
collaboration.
28
Charting New Territory: Using Evaluation to Inform Residential Lighting Program
Responses to Changing Market Conditions
Speaker: Nicole Wobus, Navigant
Program administrators have looked to upstream residential lighting programs to serve as the bread and
butter of their residential energy efficiency program portfolios. Compare similarities and differences in
the evaluation methods used by several upstream residential lighting programs. Understand how these
program administrators are drawing on evaluation findings and other information to inform program
decision making in a rapidly changing market environment. Draw on the collective knowledge of several
lighting programs, as well as some secondary and primary research, to provide a snapshot of critical
market data.
version 5 - AGENDA - Jan. 16, 2015
25TH NATIONAL CONFERENCE & EXPO
10:30am – Noon
Session 8B: Marketing – International Center
#BF4Ever
Moderator: Jennifer Rivera, DNV GL
Utilizing Brand Strategy to Engage Customers
Speaker: Hannah Arnold, Opinion Dynamics
A growing number of energy efficiency program administrators are launching branding efforts to engage
and educate customers about how to save energy and take advantage of the program opportunities
available to them. Given the different types of branding strategies available, it is critical for program
administrators to understand the type of brand that will best suit their needs. Explore different brands
or “brand architectures,” and discuss the importance of defining brand architecture to suit the specific
goals and objectives of various marketing campaigns. You will also hear about examples of energy efficiency brands that utilize different branding architectures and detailed research findings that illustrate
how customers respond differently to different branding approaches.
Conference Agenda
Thursday, February 12, 2015
It’s the Journey, Not the Destination
Speaker: Meena Beyers, Nicor Gas
Nicor Gas transformed its energy efficiency program’s marketing and outreach strategy by getting in
its customers’ shoes. Following the initial three-year cycle, they turned its marketing communications and outreach strategy upside-down, and rebuilt it around the customer journey. Learn practical
applications to shift your marketing and outreach strategy to place the customer first; including the
advantages, challenges, and results of implementing these marketing principles. Understand how this
customer-centric approach contributed to the portfolio’s overall success in achieving savings goals.
This approach alongside with program design and product innovation, defines the past, present and
future possibilities of utility-driven energy efficiency programs.
You Never Miss the Water Until the Well Runs Dry: Energy-Water Messaging Insights
from California
Speaker: Anne Dougherty, Illume Advising
25TH NATIONAL CONFERENCE & EXPO
version 5 - AGENDA - Jan. 16, 2015
Facing record drought conditions, Governor Jerry Brown declared a water state of emergency in California in January 2014. However, few consumers understand how electric and water use are interconnected and how drawing on one of these precious resources inherently impacts the other. In May 2014,
in-depth qualitative and quantitative research was conducted to test public outreach and messaging
strategies for California’s statewide marketing and outreach program. Energy Upgrade California’s “water-energy nexus” campaign is part of a joint partnership between the California Center for Sustainable
Energy and the Association of California Water Agencies. Learn which messages resonated the most
with Californians, and how awareness of water scarcity can be leveraged to communicate energy conservation, and vice versa.
10:30am – Noon
Session 8C: Interactive Session – International South
#HearMeRoar
Moderator: Bill Prindle, ICF International
The Lions Lair Part II
Panel of Judges: John Lanza, Robert W. Baird
Gene Rodrigues, ICF International
TBA
This innovative format aims at providing high level insight on the program design and approval
process. Presenters (“the gladiators”) will have six to eight minutes – strictly enforced – to pitch
their new program including the business case to support it. Though focusing on the educational
and entertainment aspect, as opposed to being solely competitive, a panel of senior executives (“the
Lions”) will have five to ten minutes to question or provide comments on the pitches. Hold on to the
edge of your seat, because at the end of the session, the Lions will ultimately express whether they
would support the program or not.
29
Conference Agenda
Thursday, February 12, 2015
Noon – 2:30pm
Closing Plenary Session and Lunch – Grand Ballroom
#TheFinalFrontier
Sponsored by Closing Address and AESP Business
Sara Conzemius Van de Grift, Illume Advising and Suzanne Jones, AESP
Keynote Speaker Introduction
Mike Mernick, ICF International
The Four Futures of Energy: Growth, Constraint, Collapse and Transformation
Speaker: Greg Lindsay, author and contributing writer, Fast Company
30
2:30pm
Conference Adjourns
3 – 4:30pm Chapter Leadership Meeting – Poinsettia Quince
version 5 - AGENDA - Jan. 16, 2015
25TH NATIONAL CONFERENCE & EXPO
There’s no such thing as the “future.” There are always many possible ones, each shaped by the choices we make and the paths we don’t take. Join Greg Lindsay as we explore four such futures — each
drawn from trends in the present — to demonstrate how different technologies, policies, demographics
and beliefs will shape how we consume energy, for better or for worse.
Sponsored by