Advancing Energy Efficiency and Utility Customer Relationships
September 19-23, 2010
Westin Tabor Center, Denver, Colorado

Mark your calendars and make plans to join us for the 2010 E Source Forum. The Forum brings together more than 300 representatives from utilities and other energy service providers as well as government representatives and others involved in improving and redefining how energy is delivered, purchased, and used.

In addition to offering insights on advancing the use and adoption of energy-efficiency programs, we’ll provide practical information aimed at helping utilities improve and enhance their customer relationships. You can expect to find sessions related to:

  • Customer Service
  • Demand-Side Management
  • Intelligent Grid
  • Marketing and Communications
  • End-Use Technologies

Forum doesn’t just keep you current on today’s trends, best practices, and critical issues. It’s also known for creating a unique atmosphere that fosters collaboration and peer networking in a friendly, collegial environment.

In addition to the informative sessions, we’ll be hosting an exhibit that will showcase a selection of energy-related technologies and products. Breaks in the exhibit area will help facilitate new and renewed business relationships among attendees and exhibitors.

If you have questions about this meeting, please e-mail Janice Field, senior manager, E Source Customer Service & Events, or call her at 303-345-9112.

Informal Reception

V's Lounge in the Westin Tabor Center

Breakfast Buffet & Registration


<a href="http://www.esource.com/DSM-fall2010">Fall 2010 E Source DSM Executive Council</a>

The DSM Executive Council is a closed-door session and participation is limited. This meeting is not open to vendors.

Download Presentation(s)

<a href="http://www.esource.com/ams2010">6th Annual E Source Account Management Summit</a>

Participation is limited to members of the E Source Business Market or Business Account Management Services and invited guests. This meeting is not open to vendors.

Download Presentation(s)

<a href="http://www.esource.com/umec-fall2010">Fall 2010 E Source Utility Marketing Executive Council</a>

The Utility Marketing Executive Council is a closed-door session and participation is limited. This meeting is not open to vendors.

Download Presentation(s)

<a href="http://www.esource.com/ccr2010">Fall 2010 E Source Contact Center Roundtable </a>

Participation is limited to members of the E Source Utility Customer Care and the E-Business Services and invited guests. This meeting is not open to vendors.

Forum Welcome Reception

Welcome to Denver! Kick off your Forum experience by joining us for cocktails and hors d'oeuvres while mingling with other attendees. You'll also get a chance to win an iPad—just find other attendees with a Forum sticker that matches the color of yours and come to the prize table together. You'll both get a ticket for the drawing to win the iPad. The more people you meet, the more chances you have of winning! The winner will be selected at the end of the reception, and you must be present to win.

Tuesday Morning Run

Meet in Conference Foyer

Wednesday Morning Run

Meet in Conference Foyer

Thursday Morning Run

Meet in Conference Foyer

Concurrent Sessions


Concurrent Sessions


Greening the Utility

Think energy efficiency is just for your customers? The reality is that utilities have a great opportunity to lead by example. Come learn what other utilities have done to improve efficiency in their own corporate headquarters and facilities, and get practical ideas for managing your own energy consumption.

Moderator: Essie Snell, Research Analyst, E Source
Tom Coughlin, Principal Analyst, National Grid US
Michael McAteer, Director Commercial Energy Efficiency Services, National Grid US
Levi Westra, Energy Solutions Engineer, Avista Utilities

Concurrent Sessions


Breakfast Buffet &amp; Registration


Breakfast Buffet &amp;amp; Registration


Lunch


Breakfast Buffet & Registration


Awards LuncheonE Source Awards Luncheon

At this special awards luncheon, you’ll be the first to learn who the 2010 E Source Utility Print Ad Award winners are and to see the best print ads for utility programs and brand awareness. In addition, we’ll be honoring the top three utilities for customer satisfaction and value from the 2010 E Source Gap and Priority Benchmark: A Survey of Large Business Customers.

Group Luncheon


Change Is the Only Constant

Blessing or curse, we live in interesting times. Using our lively Energy Show format, we’ll start off with some humor and hear from a number of thought leaders from E Source and across the industry. They’ll be speaking to new developments in demand-side management (DSM), smart grid, marketing, social media, and customer service. Find out what key issues are keeping your peers up at night and how they’re addressing those challenges.

Moderator: Bill LeBlanc, Senior Advisor, E Source
Matthew Burks, Senior Product Manager, E Source
Mike Hildebrand, Director, Business & Residential Market Services, E Source
Carol Stimmel, Research Director, E Source
Tim Stout, Director, Efficiency Services, E Source

The Return of Black-Box Technologies

They’re back. Refrigerant oil additives, boxes of capacitors that plug into the wall, controllers that modulate compressor run cycles … the list of black-box offerings can be daunting. Come learn how you can help your customers avoid shelling out their hard-earned dollars on ineffective technologies.

Moderator: Jay Stein,Executive Vice President of Research, E Source
Jerry Thieken, Principal Project Manager, Salt River Project

9/22 Bike Ride

Rent a bike and enjoy a group ride along some of Denver’s scenic bike paths, easily accessible from downtown. ($25 per person)

<a href="http://www.esource.com/igr-fall2010">Fall 2010 E Source Intelligent Grid Roundtable</a>

Participation is limited to members of the E Source Intelligent Grid Service and invited guests. This meeting is not open to vendors.

Utility Marketing Experts Panel

Utility marketers face many challenges, but not all of their pain is predetermined. Some problems can be avoided by embracing ideas and insights from your colleagues. Bring your top concerns and engage with our panel of marketing and communications experts from leading U.S. and Canadian electric and gas utilities. Come prepared for an interactive session in which both marketing amateurs and pros will have an opportunity to ask the panel questions.

Moderator: Matthew Joyce, Research Director, E Source
John Langston, Product Manager, Duke Energy
Peter Narog,Consumer Energy Efficiency, Manager, Xcel Energy
Tim Stout, Director of Efficiency Services, E Source
Kim Thompson, Marketing Manager, Bonneville Power Administration

 

Dine Around LoDo

 

 

Fall 2010 DSM Executive Council

 

 

DSM Executive Council Dinner


Fall 2010 Utility Marketing Executive Council

 

 

9/20 Utility Marketing Executive Dinner


Break


Break


Developing Community Partnerships for Energy-Saving Success

Finding new ways to reach out to your customers and help them use energy efficiently can be challenging. Our speakers will share their experiences and provide inspiration, exploring ways that utilities can forge collaborative partnerships with local governments, universities, and economic development associations. We’ll discuss some successful marketing and communications strategies that will give you ideas for reinvigorating your own community outreach efforts.

Moderator: Kim Knox, Research Manager, E Source
Chelsea Hodge, Research Analyst, E Source
Andria Jacob, Clean Energy Program Manager, Bureau of Planning and Sustainability, City of Portland
Susannah Pedigo, Market Manager, Xcel Energy

Developing Community Partnerships for Energy-Saving Success

Finding new ways to reach out to your customers and help them use energy efficiently can be challenging. Our speakers will share their experiences and provide inspiration, exploring ways that utilities can forge collaborative partnerships with local governments, universities, and economic development associations. We’ll discuss some successful marketing and communications strategies that will give you ideas for reinvigorating your own community outreach efforts.

Moderator: Kim Knox, Research Manager, E Source
Chelsea Hodge, Research Analyst, E Source
Andria Jacob, Clean Energy Program Manager, Bureau of Planning and Sustainability, City of Portland
Susannah Pedigo, Market Manager, Xcel Energy

Concurrent Sessions


Self-Service: Fantasy or Fallacy?

Web, IVR and Mobile—what are the best practices with regard to these channels? How should you reorganize your department and redesign your research to optimize how your utility uses them? What obstacles and opportunities do they create for self-service communications? What should you know about how other industries are doing self-service—and what should you avoid? How can you integrate outage information across all of these channels? How does speech recognition figure in the future of self-service? And where does your customer information system fit into the overall picture? This interactive session will stretch your thinking! Bring us the questions you have about self-service that no one else has been able to answer.

Moderator: Andrew Heath, Director, Customer Satisfaction Services, E Source
Maggie Boys, Senior Research Associate, E Source
Dennis Crumb, President, Washington Web Architects Inc.
Paul Rouillard, Senior Administrator-Internet Solutions, Scana Inc.

Are We Done with CFLs?

Many utilities are wondering what the role of compact fluorescent lamps (CFLs) in program portfolios will be as incandescent bulbs are phased out in 2012. Recent CFL saturation studies show that a large potential for installing basic CFLs still exists. Some utilities are already planning to increase program emphasis on specialty bulbs and residential LEDs. But how do utilities restructure lighting programs to subsidize more-expensive lighting products? And what about efficient incandescents? We’ll review recent CFL saturation studies, discuss whether CFLs should be excluded from future programs, and highlight new residential lighting technologies.

Moderator: Alexandra Behringer, Research Manager, E Source
Ira Krepchin, Associate Research Director, E Source
Laura Moorefield, Manager, Policy & Research, Ecos Consulting

Big Savings from Big Customers

Large industrial customers may not be overly responsive to your attempts to get them involved in energy-efficiency projects, but that doesn’t mean you should ignore this important sector. In fact, you can still obtain big energy savings from these big energy users. Come hear about the latest opportunities for efficiency gains in the industrial sector from speakers who’ll present innovative programs for tapping the savings potential from this sector and discuss how to achieve better engagement levels among industrial customers.

Moderator: Mike Hildebrand, Director, Business & Residential Market Services, E Source
Richard Crowther, Energy Efficiency Manger, Coca-Cola Company
Tami Gunderzik, Program Manager, Xcel Energy
John Nicol, Energy Program Director, SAIC
Tim Roughan, Director of Distributed Resources, National Grid
Alan Rowley, Key Account Manager, Colorado Springs Utilities

Greening the Utility

Think energy efficiency is just for your customers? The reality is that utilities have a great opportunity to lead by example. Come learn what other utilities have done to improve efficiency in their own corporate headquarters and facilities, and get practical ideas for managing your own energy consumption.

Moderator: Essie Snell, Research Analyst, E Source
Tom Coughlin, Principal Analyst, National Grid US
Michael McAteer, Director Commercial Energy Efficiency Services, National Grid US
Levi Westra, Energy Solutions Engineer, Avista Utilities

Concurrent Sessions


The “State of the Utility” for Social Media

This fast-paced session will start by analyzing the 2010 E Source National Utility Social Media Survey data, covering more than 50 utilities in the U.S. and Canada. We’ll help you understand who’s using what channels, why, and where utilities are headed in 2011 and beyond. First we’ll look at the top social media utility programs and discuss what’s unique about their approaches. Then we’ll dive into detailed utility social media case studies covering communications, marketing, customer service, and all the concerns, barriers, strategic considerations and tactical decisions along the way.

Moderator: Matthew Burks, Senior Product Manager, Mass-Market Services, E Source
Chris Boudreaux, Senior Vice President, Social Media Management Practice, Converseon
Michael Crowley, Corporate Communications, Qwest Communicationse
Stephanie Spalding, Senior Research Associate, E Source

Behavior-Change Programs: Making It Count

Will behavior-change programs be the next big source of cost-effective energy savings for utilities? A few states are giving utilities the green light to invest ratepayer funds in behavioral programs. The utilities are expected measure, verify, and track savings against energy-efficiency goals. Utilities experimenting with a variety of behavioral program models will share their recommendations for program selection, design, implementation, and evaluation so that you too may be able to count the savings from behavior-change programs in your DSM portfolio.

Moderator: Gwen Farnsworth, Associate Research Director, E Source
Shahana Samiullah, Manager of Portfolio Analysis, Southern California Edison Company
Bruce Sayler, Regulatory and Governmental Affairs, Connexus
Paul Seo, Senior Program Manager, British Columbia Hydro & Power Authority

Lighting: Best Technologies/Best Practices

New developments are boosting the performance capabilities of light sources and controls. We’ll take a look at the newest releases and identify the strategies that will help you get the most out of the latest technologies.

Moderator: Ira Krepchin, Associate Director of Research, E Source
Dorene Maniccia, Chair, NEMA lighting controls section, Director, Policy and Industry Affairs, Watt Stopper
Judie Porter, Director, Sustainable Building Programs, Architectural Energy Corporation

 

Tapping the Overlooked Mother Lode of Combined Heat and Power

Combined heat and power (CHP) systems provide about 12 percent of U.S. power generation and can double the efficiency of our industrial and power facilities. But few utilities actively promote CHP within their DSM portfolios. Hear from a pioneering entrepreneur who has developed more than 250 industrial-scale CHP projects. You’ll learn how utilities, customers, and project developers can find business models that will benefit all parties.

Moderator: Michael Shepard, President, E Source
Tom Casten, Chairman, Recycled Energy Development

Download Presentation(s)

Tapping the Overlooked Mother Lode of Combined Heat and Power

Combined heat and power (CHP) systems provide about 12 percent of U.S. power generation and can double the efficiency of our industrial and power facilities. But few utilities actively promote CHP within their DSM portfolios. Hear from a pioneering entrepreneur who has developed more than 250 industrial-scale CHP projects. You’ll learn how utilities, customers, and project developers can find business models that will benefit all parties.

Moderator: Michael Shepard, President, E Source
Tom Casten, Chairman, Recycled Energy Development

Download Presentation(s)

Break


Break


9/21 Tutankhamun Exhibit

Tutankhamun: The Golden King and the Great Pharaohs exhibit at the Denver Art Museum, the exhibition’s only stop in the Rocky Mountain West. The exhibition features 50 objects from the tomb of Tutankhamun as well as 80 ancient artifacts highlighting many of the most significant rulers of ancient Egypt. ($20 per person)

Exhibitor-Hosted Reception & Dinner


Movie night—Screening of Carbon Nation

Attend the Forum debut of this documentary about climate change solutions. Whether you’re a believer, one who doubts the severity of climate change, or don’t buy it at all, you’ll find the other social, economic, and national security issues this compelling film explores to be of interest. Craig Sieben, president of Sieben Energy Associates and producer of Carbon Nation, will be available for Q&A at the conclusion of the screening.

Customer Experience Management

A customer’s experience with their utility is no longer restricted to a paper bill and an occasional phone call. They now have access to e-mail, the Internet, and a variety of social media channels. Each option has its own strengths and weaknesses. How can a utility design and deliver the right customer experience across all these channels? One approach is through customer experience management. Join us for a lively panel discussion with customer experience managers to find out what their goals are, how they “manage” their customer’s experience, and what their major challenges are.

Moderator: Andrew Heath, Director, Customer Satisfaction Services, E Source
Jenni Grier, Director Customer Experience Strategy & Management, Duke Energy
Lynn Little, Customer Experience Manager, San Diego Gas & Electric Co.
Joe Piette, Manager, Customer Experience, We Energies
Maureen Russolo, Manager, Customer Experience, Union Gas Limited

Smart Grid Experts Panel

Here’s your chance to discuss smart grid topics with industry experts from utilities and the outside world. In this interactive session we’ll explore and answer questions about security and data privacy, challenges and opportunities in the real-world deployment of a smart grid city, customer perceptions of smart meters, and the danger of blowback.

Moderator: Lynn Stein, Senior Advisor, E Source
Jack Danahy, Founder, Smart Grid Security Blog
Carol Stimmel, Director, Research, E Source
Jennifer Wozniak, Director, Marketing and Customer Strategy, Xcel Energy

Break


<a href="http://www.esource.com/DSM-fall2010">Fall 2010 E Source DSM Executive Council</a>

The DSM Executive Council is a closed-door session and participation is limited. This meeting is not open to vendors.

Download Presentation(s)

Awards LuncheonE Source Awards Luncheon

At this special awards luncheon, you’ll be the first to learn who the 2010 E Source Utility Print Ad Award winners are and to see the best print ads for utility programs and brand awareness. In addition, we’ll be honoring the top three utilities for customer satisfaction and value from the 2010 E Source Gap and Priority Benchmark: A Survey of Large Business Customers.

Concurrent Sessions


We Don't Need No Education: The Challenges of Engaging Customers with Feedback

The popular media seems to have named energy feedback as the best way to get customers to cut their energy use. But is that really true? What do customers want from energy-use feedback? Is there a silver bullet that will work for all customers? Discover the challenges that lie ahead for getting customers engaged with energy feedback and learn what utilities should do to prepare for providing feedback to customers.

Moderator: Lynn Stein, Senior Advisor, E Source
David Dollihite, Vice President Business Strategy and Development, CLEAResult
Vikki Wood, Principal Demand-Side Specialist, Sacramento Municipal Utility District
Tim Woods, Founding Partner, POCO Labs

Electric Vehicles Hit the Road

Power demand is poised to grow steadily over the next few years as electric vehicles (EVs) attach to the grid. Offering widely differing viewpoints on the impact that EVs will have, our experts will discuss what’s coming, how to build the EV infrastructure, and what utilities can do to get ready.

Moderator: Michael Shepard, President, E Source
Larry Alford, Strategic Planning & Enterprise Development, Austin Energy
Bryan Jungers, Research Manager, E Source
Matthew Mattila, Consultant, Rocky Mountain Institute

Download Presentation(s)

Electric Vehicles Hit the Road

Power demand is poised to grow steadily over the next few years as electric vehicles (EVs) attach to the grid. Offering widely differing viewpoints on the impact that EVs will have, our experts will discuss what’s coming, how to build the EV infrastructure, and what utilities can do to get ready.

Moderator: Michael Shepard, President, E Source
Larry Alford, Strategic Planning & Enterprise Development, Austin Energy
Bryan Jungers, Research Manager, E Source
Matthew Mattila, Consultant, Rocky Mountain Institute

Download Presentation(s)

Residential Marketing That Works

Utilities are a monopoly—they don’t need marketing! Though some activists, regulators, customers, or even utility executives might think this, we know it isn’t true. Effective marketing for efficiency programs and value-added services is paramount for utilities looking to meet program goals or increase revenue and customer satisfaction. In this session, you’ll learn best practices from experienced utility marketers.

Moderator: Stephanie Spalding, Senior Research Associate, E Source
Luba Kanor Abrams, Marketing, Demand Side Management Programs, Baltimore Gas & Electric
Bob Bean, Vice President, Marketing, Nicor National

Download Presentation(s)

Market Segmentation & Targeting User Groups

This will be the inaugural meeting of the E Source Marketing Segmentation & Targeting Users Group. This content-driven, dialogue-focused session is designed for utility marketing, communications, market research, and utility/corporate strategy professionals. Attendees who were invited to this closed-door session will get a combination of data-rich analysis from nationally recognized thought leaders, along with truly innovative ideas on how these insights can be pragmatically applied to help your utility better meet upcoming objectives and targets for residential and business markets.

Aurelio de Yoanna, Marketing Manager, National Grid
Paul Kowalis, Marketing Manager, Xcel Energy
Bill LeBlanc, Senior Advisor, E Source
Michael Mancini, Nielsen Claritas
Jan Nelson, Market Research Analyst, Xcel Energy
Aleana Reeves, Product Manager, Mass Market Services, E Source

Download Presentation(s)

Concurrent Sessions


Optimizing Your Demand-Response Portfolio

Demand-response (DR) and pricing programs are creative ways to optimize energy use from existing generation. Now, innovative technologies that automatically engage buildings in DR or signal customers about time-based pricing can bring a fresh approach to your portfolio. We’ll cover some of the latest developments in DR and pricing programs, highlighting successful strategies for creating effective, grid-smart programs. In addition to identifying best practices for commercial and industrial DR (including autoDR) as well as residential pricing programs, our speakers will forecast emerging opportunities for using DR to enhance utility DSM portfolios.

Moderator: Dulcey Simpkins, Research Manager, E Source
Dr. Ahmad Faruqui, Principal, The Brattle Group
Mark Martinez, Manager, Demand-Response Program Development, Southern California Edison

Successful Partnerships with National Retailers

Partnerships with national retailers are becoming a staple in utility DSM portfolios, and for good reason. Coupons, in-store instant rebates, outreach events, and cooperative marketing for efficient products can influence customer behavior at the point of purchase and produce quantifiable energy savings. But these programs can only work if both parties are on board. Curious about what national retailers want when partnering with utilities? Our speakers will provide answers along with information on leveraging shared goals, co-branding and co-marketing best practices, sales staff training tips, and more.

Moderator: Chelsea Hodge, Research Analyst, E Source
Kristen Bowring, Senior Director, Platform Lead, New Business CSG, Best Buy Co.
Karen McKenzie, Director, Consumer Initiatives Marketing, Lowe's Home Centers Inc.
Don Wiggins, Residential Customer Programs Manager, San Diego Gas & Electric

Be Smart About Smart Grid: Plan to Communicate with Customers

Smart Grid may offer new and exciting opportunities for utility customers, but it can also bring lots of questions, uncertainty, and fear. We’ll focus on how utilities are addressing these issues. For example, Austin Energy developed an up-front communication plan for informing customers early and forestalling any potentially confusing issues. Learn how the utility ramped up support for its customer contact employees to enable them to better answer difficult customer questions about its smart grid.

Moderator: Florence Connally, Research Manager, E Source
Daena Bruce, Utility Strategist, Austin Energy
Price Robertson, Manager, Energy Efficiency Programs, Oncor Electric Delivery
Catherine Parry, Director of Marketing and Communications, Toronto Hydro Corp.

Reinventing Fire: Moving Beyond Fossil Fuels

Climate change, national security, oil spills, coal mining disasters—our dependence on fossil fuels comes with many risks. Hear how one of the great minds in the energy arena proposes we wean ourselves from fossil fuels profitably through a combination of deep energy efficiency and renewable energy.

Moderator: Michael Shepard, President, E Source
Amory Lovins, Chief Scientist, Rocky Mountain Institute

Concurrent Sessions


Big Dogs Bark: Corporate Energy Managers Speak Their Minds

How can you help large energy users at the corporate level and in your own service territory? Come prepared to engage with an expert panel of corporate energy managers who will discuss how they are meeting the challenges their organizations face as well as what they need from energy service providers and utility account representatives to be successful. These Big Dogs won’t bite (we don’t think), but they will give you honest feedback on the good, the bad, and the ugly when it comes to the energy services they receive and what they really need from you.

Moderator: Mike Hildebrand, Director, Business & Residential Market Services, E Source
Richard Crowther, Energy Efficiency Manager, Coca-Cola Company
Joe Gress, Principal Engineer, Ball Corp.
Keli Stosich, Senior Energy Analyst, Nordstrom, Inc.
Greg Tomsick, Senior Director, Boston Market

Ain’t Nobody Here but Us Techies

Hey, you techies. Yeah, I’m talking to you. It’s about time we got together and talked about how to organize and manage a world-class technical services department. After all, how can our companies expect customers to use the very best technologies, if we don’t have primo tech departments? Right? So come to this panel discussion to find out what your fellow techies are working on, how they get funding for technical projects, and how they evaluate their success.

Moderator: Jay Stein, Executive Vice President, Research, E Source
Gary Green, Director of Technical Services, Southern California Edison Co.
Jim Parks, Program Manager, Energy Research & Development, Sacramento Municipal Utility District

Savings and Costs of Whole-House Programs

As utilities try to figure out how to get more savings from the residential sector, many are turning their attention to whole-house retrofit programs. Several utilities and efficiency organizations are using the Home Performance with Energy Star model, while others have implemented programs of their own. Is offering a comprehensive retrofit program a realistic option for the average consumer? What level of savings can you expect to achieve and can it be done cost-effectively? We’ll look at some strategies that can reduce barriers to participation and improve program cost-effectiveness.

Moderator: Kim Knox, Research Manager, E Source
Sue Hanson, Residential Programs Consultant, Wisconsin Energy Conservation Corp. (WECC)
Michael Volker, Director of Regulatory and Energy Services, Midwest Energy Inc.

Download Presentation(s)

Real Life with Smart Grid

Smart grid projects are complex, and, as we read in the daily papers, can meet with lots of resistance. Hear from three speakers how they used customer market research, deliberate messaging, technology testing, and integration with existing DSM programs when they designed and implemented their smart grid projects.

Moderator: Dulcey Simpkins, Research Manager, E Source
Mike Farrell, Director, Customer Programs, Smart Grid, Oklahoma Gas & Electric Services
Joe Thomas, Vice President, Client Fulfillment, United Illuminating Company
Becky Williamson, Strategic Marketing Coordinator, Memphis Light, Gas & Water Division

Download Presentation(s)

Market Segmentation & Targeting User Groups

This will be the inaugural meeting of the E Source Marketing Segmentation & Targeting Users Group. This content-driven, dialogue-focused session is designed for utility marketing, communications, market research, and utility/corporate strategy professionals. Attendees who were invited to this closed-door session will get a combination of data-rich analysis from nationally recognized thought leaders, along with truly innovative ideas on how these insights can be pragmatically applied to help your utility better meet upcoming objectives and targets for residential and business markets.

Aurelio de Yoanna, Marketing Manager, National Grid
Paul Kowalis, Marketing Manager, Xcel Energy
Bill LeBlanc, Senior Advisor, E Source
Michael Mancini, Nielsen Claritas
Jan Nelson, Market Research Analyst, Xcel Energy
Aleana Reeves, Product Manager, Mass Market Services, E Source

Download Presentation(s)

Dine Around LoDo

 

 

Developing Community Partnerships for Energy-Saving Success

Finding new ways to reach out to your customers and help them use energy efficiently can be challenging. Our speakers will share their experiences and provide inspiration, exploring ways that utilities can forge collaborative partnerships with local governments, universities, and economic development associations. We’ll discuss some successful marketing and communications strategies that will give you ideas for reinvigorating your own community outreach efforts.

Moderator: Kim Knox, Research Manager, E Source
Chelsea Hodge, Research Analyst, E Source
Andria Jacob, Clean Energy Program Manager, Bureau of Planning and Sustainability, City of Portland
Susannah Pedigo, Market Manager, Xcel Energy

Developing Community Partnerships for Energy-Saving Success

Finding new ways to reach out to your customers and help them use energy efficiently can be challenging. Our speakers will share their experiences and provide inspiration, exploring ways that utilities can forge collaborative partnerships with local governments, universities, and economic development associations. We’ll discuss some successful marketing and communications strategies that will give you ideas for reinvigorating your own community outreach efforts.

Moderator: Kim Knox, Research Manager, E Source
Chelsea Hodge, Research Analyst, E Source
Andria Jacob, Clean Energy Program Manager, Bureau of Planning and Sustainability, City of Portland
Susannah Pedigo, Market Manager, Xcel Energy

Self-Service: Fantasy or Fallacy?

Web, IVR and Mobile—what are the best practices with regard to these channels? How should you reorganize your department and redesign your research to optimize how your utility uses them? What obstacles and opportunities do they create for self-service communications? What should you know about how other industries are doing self-service—and what should you avoid? How can you integrate outage information across all of these channels? How does speech recognition figure in the future of self-service? And where does your customer information system fit into the overall picture? This interactive session will stretch your thinking! Bring us the questions you have about self-service that no one else has been able to answer.

Moderator: Andrew Heath, Director, Customer Satisfaction Services, E Source
Maggie Boys, Senior Research Associate, E Source
Dennis Crumb, President, Washington Web Architects Inc.
Paul Rouillard, Senior Administrator-Internet Solutions, Scana Inc.

Are We Done with CFLs?

Many utilities are wondering what the role of compact fluorescent lamps (CFLs) in program portfolios will be as incandescent bulbs are phased out in 2012. Recent CFL saturation studies show that a large potential for installing basic CFLs still exists. Some utilities are already planning to increase program emphasis on specialty bulbs and residential LEDs. But how do utilities restructure lighting programs to subsidize more-expensive lighting products? And what about efficient incandescents? We’ll review recent CFL saturation studies, discuss whether CFLs should be excluded from future programs, and highlight new residential lighting technologies.

Moderator: Alexandra Behringer, Research Manager, E Source
Ira Krepchin, Associate Research Director, E Source
Laura Moorefield, Manager, Policy & Research, Ecos Consulting

Big Savings from Big Customers

Large industrial customers may not be overly responsive to your attempts to get them involved in energy-efficiency projects, but that doesn’t mean you should ignore this important sector. In fact, you can still obtain big energy savings from these big energy users. Come hear about the latest opportunities for efficiency gains in the industrial sector from speakers who’ll present innovative programs for tapping the savings potential from this sector and discuss how to achieve better engagement levels among industrial customers.

Moderator: Mike Hildebrand, Director, Business & Residential Market Services, E Source
Richard Crowther, Energy Efficiency Manger, Coca-Cola Company
Tami Gunderzik, Program Manager, Xcel Energy
John Nicol, Energy Program Director, SAIC
Tim Roughan, Director of Distributed Resources, National Grid
Alan Rowley, Key Account Manager, Colorado Springs Utilities

The “State of the Utility” for Social Media

This fast-paced session will start by analyzing the 2010 E Source National Utility Social Media Survey data, covering more than 50 utilities in the U.S. and Canada. We’ll help you understand who’s using what channels, why, and where utilities are headed in 2011 and beyond. First we’ll look at the top social media utility programs and discuss what’s unique about their approaches. Then we’ll dive into detailed utility social media case studies covering communications, marketing, customer service, and all the concerns, barriers, strategic considerations and tactical decisions along the way.

Moderator: Matthew Burks, Senior Product Manager, Mass-Market Services, E Source
Chris Boudreaux, Senior Vice President, Social Media Management Practice, Converseon
Michael Crowley, Corporate Communications, Qwest Communicationse
Stephanie Spalding, Senior Research Associate, E Source

Behavior-Change Programs: Making It Count

Will behavior-change programs be the next big source of cost-effective energy savings for utilities? A few states are giving utilities the green light to invest ratepayer funds in behavioral programs. The utilities are expected measure, verify, and track savings against energy-efficiency goals. Utilities experimenting with a variety of behavioral program models will share their recommendations for program selection, design, implementation, and evaluation so that you too may be able to count the savings from behavior-change programs in your DSM portfolio.

Moderator: Gwen Farnsworth, Associate Research Director, E Source
Shahana Samiullah, Manager of Portfolio Analysis, Southern California Edison Company
Bruce Sayler, Regulatory and Governmental Affairs, Connexus
Paul Seo, Senior Program Manager, British Columbia Hydro & Power Authority

Greening the Utility

Think energy efficiency is just for your customers? The reality is that utilities have a great opportunity to lead by example. Come learn what other utilities have done to improve efficiency in their own corporate headquarters and facilities, and get practical ideas for managing your own energy consumption.

Moderator: Essie Snell, Research Analyst, E Source
Tom Coughlin, Principal Analyst, National Grid US
Michael McAteer, Director Commercial Energy Efficiency Services, National Grid US
Levi Westra, Energy Solutions Engineer, Avista Utilities

Lighting: Best Technologies/Best Practices

New developments are boosting the performance capabilities of light sources and controls. We’ll take a look at the newest releases and identify the strategies that will help you get the most out of the latest technologies.

Moderator: Ira Krepchin, Associate Director of Research, E Source
Dorene Maniccia, Chair, NEMA lighting controls section, Director, Policy and Industry Affairs, Watt Stopper
Judie Porter, Director, Sustainable Building Programs, Architectural Energy Corporation

 

Utility Marketing Experts Panel

Utility marketers face many challenges, but not all of their pain is predetermined. Some problems can be avoided by embracing ideas and insights from your colleagues. Bring your top concerns and engage with our panel of marketing and communications experts from leading U.S. and Canadian electric and gas utilities. Come prepared for an interactive session in which both marketing amateurs and pros will have an opportunity to ask the panel questions.

Moderator: Matthew Joyce, Research Director, E Source
John Langston, Product Manager, Duke Energy
Peter Narog,Consumer Energy Efficiency, Manager, Xcel Energy
Tim Stout, Director of Efficiency Services, E Source
Kim Thompson, Marketing Manager, Bonneville Power Administration

 

The Return of Black-Box Technologies

They’re back. Refrigerant oil additives, boxes of capacitors that plug into the wall, controllers that modulate compressor run cycles … the list of black-box offerings can be daunting. Come learn how you can help your customers avoid shelling out their hard-earned dollars on ineffective technologies.

Moderator: Jay Stein,Executive Vice President of Research, E Source
Jerry Thieken, Principal Project Manager, Salt River Project

Customer Experience Management

A customer’s experience with their utility is no longer restricted to a paper bill and an occasional phone call. They now have access to e-mail, the Internet, and a variety of social media channels. Each option has its own strengths and weaknesses. How can a utility design and deliver the right customer experience across all these channels? One approach is through customer experience management. Join us for a lively panel discussion with customer experience managers to find out what their goals are, how they “manage” their customer’s experience, and what their major challenges are.

Moderator: Andrew Heath, Director, Customer Satisfaction Services, E Source
Jenni Grier, Director Customer Experience Strategy & Management, Duke Energy
Lynn Little, Customer Experience Manager, San Diego Gas & Electric Co.
Joe Piette, Manager, Customer Experience, We Energies
Maureen Russolo, Manager, Customer Experience, Union Gas Limited

Smart Grid Experts Panel

Here’s your chance to discuss smart grid topics with industry experts from utilities and the outside world. In this interactive session we’ll explore and answer questions about security and data privacy, challenges and opportunities in the real-world deployment of a smart grid city, customer perceptions of smart meters, and the danger of blowback.

Moderator: Lynn Stein, Senior Advisor, E Source
Jack Danahy, Founder, Smart Grid Security Blog
Carol Stimmel, Director, Research, E Source
Jennifer Wozniak, Director, Marketing and Customer Strategy, Xcel Energy

Big Dogs Bark: Corporate Energy Managers Speak Their Minds

How can you help large energy users at the corporate level and in your own service territory? Come prepared to engage with an expert panel of corporate energy managers who will discuss how they are meeting the challenges their organizations face as well as what they need from energy service providers and utility account representatives to be successful. These Big Dogs won’t bite (we don’t think), but they will give you honest feedback on the good, the bad, and the ugly when it comes to the energy services they receive and what they really need from you.

Moderator: Mike Hildebrand, Director, Business & Residential Market Services, E Source
Richard Crowther, Energy Efficiency Manager, Coca-Cola Company
Joe Gress, Principal Engineer, Ball Corp.
Keli Stosich, Senior Energy Analyst, Nordstrom, Inc.
Greg Tomsick, Senior Director, Boston Market

Ain’t Nobody Here but Us Techies

Hey, you techies. Yeah, I’m talking to you. It’s about time we got together and talked about how to organize and manage a world-class technical services department. After all, how can our companies expect customers to use the very best technologies, if we don’t have primo tech departments? Right? So come to this panel discussion to find out what your fellow techies are working on, how they get funding for technical projects, and how they evaluate their success.

Moderator: Jay Stein, Executive Vice President, Research, E Source
Gary Green, Director of Technical Services, Southern California Edison Co.
Jim Parks, Program Manager, Energy Research & Development, Sacramento Municipal Utility District

Savings and Costs of Whole-House Programs

As utilities try to figure out how to get more savings from the residential sector, many are turning their attention to whole-house retrofit programs. Several utilities and efficiency organizations are using the Home Performance with Energy Star model, while others have implemented programs of their own. Is offering a comprehensive retrofit program a realistic option for the average consumer? What level of savings can you expect to achieve and can it be done cost-effectively? We’ll look at some strategies that can reduce barriers to participation and improve program cost-effectiveness.

Moderator: Kim Knox, Research Manager, E Source
Sue Hanson, Residential Programs Consultant, Wisconsin Energy Conservation Corp. (WECC)
Michael Volker, Director of Regulatory and Energy Services, Midwest Energy Inc.

Download Presentation(s)

Real Life with Smart Grid

Smart grid projects are complex, and, as we read in the daily papers, can meet with lots of resistance. Hear from three speakers how they used customer market research, deliberate messaging, technology testing, and integration with existing DSM programs when they designed and implemented their smart grid projects.

Moderator: Dulcey Simpkins, Research Manager, E Source
Mike Farrell, Director, Customer Programs, Smart Grid, Oklahoma Gas & Electric Services
Joe Thomas, Vice President, Client Fulfillment, United Illuminating Company
Becky Williamson, Strategic Marketing Coordinator, Memphis Light, Gas & Water Division

Download Presentation(s)

We Don't Need No Education: The Challenges of Engaging Customers with Feedback

The popular media seems to have named energy feedback as the best way to get customers to cut their energy use. But is that really true? What do customers want from energy-use feedback? Is there a silver bullet that will work for all customers? Discover the challenges that lie ahead for getting customers engaged with energy feedback and learn what utilities should do to prepare for providing feedback to customers.

Moderator: Lynn Stein, Senior Advisor, E Source
David Dollihite, Vice President Business Strategy and Development, CLEAResult
Vikki Wood, Principal Demand-Side Specialist, Sacramento Municipal Utility District
Tim Woods, Founding Partner, POCO Labs

Electric Vehicles Hit the Road

Power demand is poised to grow steadily over the next few years as electric vehicles (EVs) attach to the grid. Offering widely differing viewpoints on the impact that EVs will have, our experts will discuss what’s coming, how to build the EV infrastructure, and what utilities can do to get ready.

Moderator: Michael Shepard, President, E Source
Larry Alford, Strategic Planning & Enterprise Development, Austin Energy
Bryan Jungers, Research Manager, E Source
Matthew Mattila, Consultant, Rocky Mountain Institute

Download Presentation(s)

Residential Marketing That Works

Utilities are a monopoly—they don’t need marketing! Though some activists, regulators, customers, or even utility executives might think this, we know it isn’t true. Effective marketing for efficiency programs and value-added services is paramount for utilities looking to meet program goals or increase revenue and customer satisfaction. In this session, you’ll learn best practices from experienced utility marketers.

Moderator: Stephanie Spalding, Senior Research Associate, E Source
Luba Kanor Abrams, Marketing, Demand Side Management Programs, Baltimore Gas & Electric
Bob Bean, Vice President, Marketing, Nicor National

Download Presentation(s)

Market Segmentation & Targeting User Groups

This will be the inaugural meeting of the E Source Marketing Segmentation & Targeting Users Group. This content-driven, dialogue-focused session is designed for utility marketing, communications, market research, and utility/corporate strategy professionals. Attendees who were invited to this closed-door session will get a combination of data-rich analysis from nationally recognized thought leaders, along with truly innovative ideas on how these insights can be pragmatically applied to help your utility better meet upcoming objectives and targets for residential and business markets.

Aurelio de Yoanna, Marketing Manager, National Grid
Paul Kowalis, Marketing Manager, Xcel Energy
Bill LeBlanc, Senior Advisor, E Source
Michael Mancini, Nielsen Claritas
Jan Nelson, Market Research Analyst, Xcel Energy
Aleana Reeves, Product Manager, Mass Market Services, E Source

Download Presentation(s)

Optimizing Your Demand-Response Portfolio

Demand-response (DR) and pricing programs are creative ways to optimize energy use from existing generation. Now, innovative technologies that automatically engage buildings in DR or signal customers about time-based pricing can bring a fresh approach to your portfolio. We’ll cover some of the latest developments in DR and pricing programs, highlighting successful strategies for creating effective, grid-smart programs. In addition to identifying best practices for commercial and industrial DR (including autoDR) as well as residential pricing programs, our speakers will forecast emerging opportunities for using DR to enhance utility DSM portfolios.

Moderator: Dulcey Simpkins, Research Manager, E Source
Dr. Ahmad Faruqui, Principal, The Brattle Group
Mark Martinez, Manager, Demand-Response Program Development, Southern California Edison

Successful Partnerships with National Retailers

Partnerships with national retailers are becoming a staple in utility DSM portfolios, and for good reason. Coupons, in-store instant rebates, outreach events, and cooperative marketing for efficient products can influence customer behavior at the point of purchase and produce quantifiable energy savings. But these programs can only work if both parties are on board. Curious about what national retailers want when partnering with utilities? Our speakers will provide answers along with information on leveraging shared goals, co-branding and co-marketing best practices, sales staff training tips, and more.

Moderator: Chelsea Hodge, Research Analyst, E Source
Kristen Bowring, Senior Director, Platform Lead, New Business CSG, Best Buy Co.
Karen McKenzie, Director, Consumer Initiatives Marketing, Lowe's Home Centers Inc.
Don Wiggins, Residential Customer Programs Manager, San Diego Gas & Electric

Be Smart About Smart Grid: Plan to Communicate with Customers

Smart Grid may offer new and exciting opportunities for utility customers, but it can also bring lots of questions, uncertainty, and fear. We’ll focus on how utilities are addressing these issues. For example, Austin Energy developed an up-front communication plan for informing customers early and forestalling any potentially confusing issues. Learn how the utility ramped up support for its customer contact employees to enable them to better answer difficult customer questions about its smart grid.

Moderator: Florence Connally, Research Manager, E Source
Daena Bruce, Utility Strategist, Austin Energy
Price Robertson, Manager, Energy Efficiency Programs, Oncor Electric Delivery
Catherine Parry, Director of Marketing and Communications, Toronto Hydro Corp.

Tapping the Overlooked Mother Lode of Combined Heat and Power

Combined heat and power (CHP) systems provide about 12 percent of U.S. power generation and can double the efficiency of our industrial and power facilities. But few utilities actively promote CHP within their DSM portfolios. Hear from a pioneering entrepreneur who has developed more than 250 industrial-scale CHP projects. You’ll learn how utilities, customers, and project developers can find business models that will benefit all parties.

Moderator: Michael Shepard, President, E Source
Tom Casten, Chairman, Recycled Energy Development

Download Presentation(s)

Customer Experience Management

A customer’s experience with their utility is no longer restricted to a paper bill and an occasional phone call. They now have access to e-mail, the Internet, and a variety of social media channels. Each option has its own strengths and weaknesses. How can a utility design and deliver the right customer experience across all these channels? One approach is through customer experience management. Join us for a lively panel discussion with customer experience managers to find out what their goals are, how they “manage” their customer’s experience, and what their major challenges are.

Moderator: Andrew Heath, Director, Customer Satisfaction Services, E Source
Jenni Grier, Director Customer Experience Strategy & Management, Duke Energy
Lynn Little, Customer Experience Manager, San Diego Gas & Electric Co.
Joe Piette, Manager, Customer Experience, We Energies
Maureen Russolo, Manager, Customer Experience, Union Gas Limited

We Don't Need No Education: The Challenges of Engaging Customers with Feedback

The popular media seems to have named energy feedback as the best way to get customers to cut their energy use. But is that really true? What do customers want from energy-use feedback? Is there a silver bullet that will work for all customers? Discover the challenges that lie ahead for getting customers engaged with energy feedback and learn what utilities should do to prepare for providing feedback to customers.

Moderator: Lynn Stein, Senior Advisor, E Source
David Dollihite, Vice President Business Strategy and Development, CLEAResult
Vikki Wood, Principal Demand-Side Specialist, Sacramento Municipal Utility District
Tim Woods, Founding Partner, POCO Labs

We Don't Need No Education: The Challenges of Engaging Customers with Feedback

The popular media seems to have named energy feedback as the best way to get customers to cut their energy use. But is that really true? What do customers want from energy-use feedback? Is there a silver bullet that will work for all customers? Discover the challenges that lie ahead for getting customers engaged with energy feedback and learn what utilities should do to prepare for providing feedback to customers.

Moderator: Lynn Stein, Senior Advisor, E Source
David Dollihite, Vice President Business Strategy and Development, CLEAResult
Vikki Wood, Principal Demand-Side Specialist, Sacramento Municipal Utility District
Tim Woods, Founding Partner, POCO Labs

Schedule at a Glance, by Day and by Track

 

 

Schedule at a Glance, by Day and by Track

 

 

Big Savings from Big Customers

Large industrial customers may not be overly responsive to your attempts to get them involved in energy-efficiency projects, but that doesn’t mean you should ignore this important sector. In fact, you can still obtain big energy savings from these big energy users. Come hear about the latest opportunities for efficiency gains in the industrial sector from speakers who’ll present innovative programs for tapping the savings potential from this sector and discuss how to achieve better engagement levels among industrial customers.

Moderator: Mike Hildebrand, Director, Business & Residential Market Services, E Source
Richard Crowther, Energy Efficiency Manger, Coca-Cola Company
Tami Gunderzik, Program Manager, Xcel Energy
John Nicol, Energy Program Director, SAIC
Tim Roughan, Director of Distributed Resources, National Grid
Alan Rowley, Key Account Manager, Colorado Springs Utilities

The Return of Black-Box Technologies

They’re back. Refrigerant oil additives, boxes of capacitors that plug into the wall, controllers that modulate compressor run cycles … the list of black-box offerings can be daunting. Come learn how you can help your customers avoid shelling out their hard-earned dollars on ineffective technologies.

Moderator: Jay Stein,Executive Vice President of Research, E Source
Jerry Thieken, Principal Project Manager, Salt River Project

The “State of the Utility” for Social Media

This fast-paced session will start by analyzing the 2010 E Source National Utility Social Media Survey data, covering more than 50 utilities in the U.S. and Canada. We’ll help you understand who’s using what channels, why, and where utilities are headed in 2011 and beyond. First we’ll look at the top social media utility programs and discuss what’s unique about their approaches. Then we’ll dive into detailed utility social media case studies covering communications, marketing, customer service, and all the concerns, barriers, strategic considerations and tactical decisions along the way.

Moderator: Matthew Burks, Senior Product Manager, Mass-Market Services, E Source
Chris Boudreaux, Senior Vice President, Social Media Management Practice, Converseon
Michael Crowley, Corporate Communications, Qwest Communicationse
Stephanie Spalding, Senior Research Associate, E Source

Be Smart About Smart Grid: Plan to Communicate with Customers

Smart Grid may offer new and exciting opportunities for utility customers, but it can also bring lots of questions, uncertainty, and fear. We’ll focus on how utilities are addressing these issues. For example, Austin Energy developed an up-front communication plan for informing customers early and forestalling any potentially confusing issues. Learn how the utility ramped up support for its customer contact employees to enable them to better answer difficult customer questions about its smart grid.

Moderator: Florence Connally, Research Manager, E Source
Daena Bruce, Utility Strategist, Austin Energy
Price Robertson, Manager, Energy Efficiency Programs, Oncor Electric Delivery
Catherine Parry, Director of Marketing and Communications, Toronto Hydro Corp.

Electric Vehicles Hit the Road

Power demand is poised to grow steadily over the next few years as electric vehicles (EVs) attach to the grid. Offering widely differing viewpoints on the impact that EVs will have, our experts will discuss what’s coming, how to build the EV infrastructure, and what utilities can do to get ready.

Moderator: Michael Shepard, President, E Source
Larry Alford, Strategic Planning & Enterprise Development, Austin Energy
Bryan Jungers, Research Manager, E Source
Matthew Mattila, Consultant, Rocky Mountain Institute

Download Presentation(s)

Big Savings from Big Customers

Large industrial customers may not be overly responsive to your attempts to get them involved in energy-efficiency projects, but that doesn’t mean you should ignore this important sector. In fact, you can still obtain big energy savings from these big energy users. Come hear about the latest opportunities for efficiency gains in the industrial sector from speakers who’ll present innovative programs for tapping the savings potential from this sector and discuss how to achieve better engagement levels among industrial customers.

Moderator: Mike Hildebrand, Director, Business & Residential Market Services, E Source
Richard Crowther, Energy Efficiency Manger, Coca-Cola Company
Tami Gunderzik, Program Manager, Xcel Energy
John Nicol, Energy Program Director, SAIC
Tim Roughan, Director of Distributed Resources, National Grid
Alan Rowley, Key Account Manager, Colorado Springs Utilities

Wynkoop Brewing Co.

After dinner, join your peers and E Source staff for pool and darts.

Behavior-Change Programs: Making It Count

Will behavior-change programs be the next big source of cost-effective energy savings for utilities? A few states are giving utilities the green light to invest ratepayer funds in behavioral programs. The utilities are expected measure, verify, and track savings against energy-efficiency goals. Utilities experimenting with a variety of behavioral program models will share their recommendations for program selection, design, implementation, and evaluation so that you too may be able to count the savings from behavior-change programs in your DSM portfolio.

Moderator: Gwen Farnsworth, Associate Research Director, E Source
Shahana Samiullah, Manager of Portfolio Analysis, Southern California Edison Company
Bruce Sayler, Regulatory and Governmental Affairs, Connexus
Paul Seo, Senior Program Manager, British Columbia Hydro & Power Authority

Optimizing Your Demand-Response Portfolio

Demand-response (DR) and pricing programs are creative ways to optimize energy use from existing generation. Now, innovative technologies that automatically engage buildings in DR or signal customers about time-based pricing can bring a fresh approach to your portfolio. We’ll cover some of the latest developments in DR and pricing programs, highlighting successful strategies for creating effective, grid-smart programs. In addition to identifying best practices for commercial and industrial DR (including autoDR) as well as residential pricing programs, our speakers will forecast emerging opportunities for using DR to enhance utility DSM portfolios.

Moderator: Dulcey Simpkins, Research Manager, E Source
Dr. Ahmad Faruqui, Principal, The Brattle Group
Mark Martinez, Manager, Demand-Response Program Development, Southern California Edison

Are We Done with CFLs?

Many utilities are wondering what the role of compact fluorescent lamps (CFLs) in program portfolios will be as incandescent bulbs are phased out in 2012. Recent CFL saturation studies show that a large potential for installing basic CFLs still exists. Some utilities are already planning to increase program emphasis on specialty bulbs and residential LEDs. But how do utilities restructure lighting programs to subsidize more-expensive lighting products? And what about efficient incandescents? We’ll review recent CFL saturation studies, discuss whether CFLs should be excluded from future programs, and highlight new residential lighting technologies.

Moderator: Alexandra Behringer, Research Manager, E Source
Ira Krepchin, Associate Research Director, E Source
Laura Moorefield, Manager, Policy & Research, Ecos Consulting

9/21 Tutankhamun Exhibit

Tutankhamun: The Golden King and the Great Pharaohs exhibit at the Denver Art Museum, the exhibition’s only stop in the Rocky Mountain West. The exhibition features 50 objects from the tomb of Tutankhamun as well as 80 ancient artifacts highlighting many of the most significant rulers of ancient Egypt. ($20 per person)

9/21 Denver Microbrew Tour

A two-hour guided walking tour in Denver's historic LoDo (lower downtown) area. Learn more about the history of beer, how it’s made, what the different types are, and why Denver has been called the “Napa Valley of Beer.” We’ll visit several microbreweries, taste beer at each one, and get a behind-the-scenes tour of one of the breweries. ($25 per person)

9/21 Tattered Cover Tour

Experience the cozy atmosphere of this independent community bookstore, located in an historic LoDo warehouse building. We’ll tour the facility and then have time to people watch, enjoy some coffee, or curl up with a good book!

9/21 Walking Tour of LoDo

KistlExplore lower downtown Denver and learn the history of the structures and something about their former occupants, including early movers and shakers as well as infamous con men, desperadoes, and ghosts.

9/22 Bike Ride

Rent a bike and enjoy a group ride along some of Denver’s scenic bike paths, easily accessible from downtown. ($25 per person)

9/22 Coors Field Tour

Home to MLB’s Colorado Rockies, Coors Field sits in the heart of LoDo. You’ll visit the dugout; the visitor’s clubhouse; the press, club, and suite levels; and concourse areas. Learn the significance of the purple seats and find out what workers unearthed during construction of the ball park.

9/22 Museum of Contemporary Art (MCA)

See the special exhibition Energy Effects: Art and Artifacts from the Landscape of Glorious Excess, which explores the relationship between energy and aesthetic power. MCA recently received Gold certification from the U.S. Green Building Council for its design, which includes a variety of energy-efficiency and sustainability measures.

9/22 Afternoon Run

Get some exercise and explore some of the many trails and paths that downtown Denver has to offer.

Big Savings from Big Customers

Large industrial customers may not be overly responsive to your attempts to get them involved in energy-efficiency projects, but that doesn’t mean you should ignore this important sector. In fact, you can still obtain big energy savings from these big energy users. Come hear about the latest opportunities for efficiency gains in the industrial sector from speakers who’ll present innovative programs for tapping the savings potential from this sector and discuss how to achieve better engagement levels among industrial customers.

Moderator: Mike Hildebrand, Director, Business & Residential Market Services, E Source
Richard Crowther, Energy Efficiency Manger, Coca-Cola Company
Tami Gunderzik, Program Manager, Xcel Energy
John Nicol, Energy Program Director, SAIC
Tim Roughan, Director of Distributed Resources, National Grid
Alan Rowley, Key Account Manager, Colorado Springs Utilities

The “State of the Utility” for Social Media

This fast-paced session will start by analyzing the 2010 E Source National Utility Social Media Survey data, covering more than 50 utilities in the U.S. and Canada. We’ll help you understand who’s using what channels, why, and where utilities are headed in 2011 and beyond. First we’ll look at the top social media utility programs and discuss what’s unique about their approaches. Then we’ll dive into detailed utility social media case studies covering communications, marketing, customer service, and all the concerns, barriers, strategic considerations and tactical decisions along the way.

Moderator: Matthew Burks, Senior Product Manager, Mass-Market Services, E Source
Chris Boudreaux, Senior Vice President, Social Media Management Practice, Converseon
Michael Crowley, Corporate Communications, Qwest Communicationse
Stephanie Spalding, Senior Research Associate, E Source

Dine Around LoDo

 

 

Market Segmentation &amp; Targeting User Groups (Cont)


Big Savings from Big Customers

Large industrial customers may not be overly responsive to your attempts to get them involved in energy-efficiency projects, but that doesn’t mean you should ignore this important sector. In fact, you can still obtain big energy savings from these big energy users. Come hear about the latest opportunities for efficiency gains in the industrial sector from speakers who’ll present innovative programs for tapping the savings potential from this sector and discuss how to achieve better engagement levels among industrial customers.

Moderator: Mike Hildebrand, Director, Business & Residential Market Services, E Source
Richard Crowther, Energy Efficiency Manger, Coca-Cola Company
Tami Gunderzik, Program Manager, Xcel Energy
John Nicol, Energy Program Director, SAIC
Tim Roughan, Director of Distributed Resources, National Grid
Alan Rowley, Key Account Manager, Colorado Springs Utilities

Change Is the Only Constant

Blessing or curse, we live in interesting times. Using our lively Energy Show format, we’ll start off with some humor and hear from a number of thought leaders from E Source and across the industry. They’ll be speaking to new developments in demand-side management (DSM), smart grid, marketing, social media, and customer service. Find out what key issues are keeping your peers up at night and how they’re addressing those challenges.

Moderator: Bill LeBlanc, Senior Advisor, E Source
Matthew Burks, Senior Product Manager, E Source
Mike Hildebrand, Director, Business & Residential Market Services, E Source
Carol Stimmel, Research Director, E Source
Tim Stout, Director, Efficiency Services, E Source

9/21 Tutankhamun Exhibit

Tutankhamun: The Golden King and the Great Pharaohs exhibit at the Denver Art Museum, the exhibition’s only stop in the Rocky Mountain West. The exhibition features 50 objects from the tomb of Tutankhamun as well as 80 ancient artifacts highlighting many of the most significant rulers of ancient Egypt. ($20 per person)

9/22 Coors Field Tour

Home to MLB’s Colorado Rockies, Coors Field sits in the heart of LoDo. You’ll visit the dugout; the visitor’s clubhouse; the press, club, and suite levels; and concourse areas. Learn the significance of the purple seats and find out what workers unearthed during construction of the ball park.

Dine Around LoDo


Wednesday Afternoon Activities

Bike Ride
Rent a bike and enjoy a group ride along some of Denver’s scenic bike paths, easily accessible from downtown. ($25 per person)

Coors Field Tour
Home to MLB’s Colorado Rockies, Coors Field sits in the heart of LoDo. You’ll visit the dugout; the visitor’s clubhouse; the press, club, and suite levels; and concourse areas. Learn the significance of the purple seats and find out what workers unearthed during construction of the ball park.

Museum of Contemporary Art (MCA)
See the special exhibition Energy Effects: Art and Artifacts from the Landscape of Glorious Excess, which explores the relationship between energy and aesthetic power. MCA recently received Gold certification from the U.S. Green Building Council for its design, which includes a variety of energy-efficiency and sustainability measures.

Xcel Energy Tour
See why this is the first building in Colorado to be awarded LEED Platinum certification based on the LEED Core/Shell version 2.0.

Afternoon Run
Get some exercise and explore some of the many trails and paths that downtown Denver has to offer.

Behavior-Change Programs: Making It Count

Will behavior-change programs be the next big source of cost-effective energy savings for utilities? A few states are giving utilities the green light to invest ratepayer funds in behavioral programs. The utilities are expected measure, verify, and track savings against energy-efficiency goals. Utilities experimenting with a variety of behavioral program models will share their recommendations for program selection, design, implementation, and evaluation so that you too may be able to count the savings from behavior-change programs in your DSM portfolio.

Moderator: Gwen Farnsworth, Associate Research Director, E Source
Shahana Samiullah, Manager of Portfolio Analysis, Southern California Edison Company
Bruce Sayler, Regulatory and Governmental Affairs, Connexus
Paul Seo, Senior Program Manager, British Columbia Hydro & Power Authority

Behavior-Change Programs: Making It Count

Will behavior-change programs be the next big source of cost-effective energy savings for utilities? A few states are giving utilities the green light to invest ratepayer funds in behavioral programs. The utilities are expected measure, verify, and track savings against energy-efficiency goals. Utilities experimenting with a variety of behavioral program models will share their recommendations for program selection, design, implementation, and evaluation so that you too may be able to count the savings from behavior-change programs in your DSM portfolio.

Moderator: Gwen Farnsworth, Associate Research Director, E Source
Shahana Samiullah, Manager of Portfolio Analysis, Southern California Edison Company
Bruce Sayler, Regulatory and Governmental Affairs, Connexus
Paul Seo, Senior Program Manager, British Columbia Hydro & Power Authority

Lighting: Best Technologies/Best Practices

New developments are boosting the performance capabilities of light sources and controls. We’ll take a look at the newest releases and identify the strategies that will help you get the most out of the latest technologies.

Moderator: Ira Krepchin, Associate Director of Research, E Source
Dorene Maniccia, Chair, NEMA lighting controls section, Director, Policy and Industry Affairs, Watt Stopper
Judie Porter, Director, Sustainable Building Programs, Architectural Energy Corporation

 

Tapping the Overlooked Mother Lode of Combined Heat and Power

Combined heat and power (CHP) systems provide about 12 percent of U.S. power generation and can double the efficiency of our industrial and power facilities. But few utilities actively promote CHP within their DSM portfolios. Hear from a pioneering entrepreneur who has developed more than 250 industrial-scale CHP projects. You’ll learn how utilities, customers, and project developers can find business models that will benefit all parties.

Moderator: Michael Shepard, President, E Source
Tom Casten, Chairman, Recycled Energy Development

Download Presentation(s)

Residential Marketing That Works

Utilities are a monopoly—they don’t need marketing! Though some activists, regulators, customers, or even utility executives might think this, we know it isn’t true. Effective marketing for efficiency programs and value-added services is paramount for utilities looking to meet program goals or increase revenue and customer satisfaction. In this session, you’ll learn best practices from experienced utility marketers.

Moderator: Stephanie Spalding, Senior Research Associate, E Source
Luba Kanor Abrams, Marketing, Demand Side Management Programs, Baltimore Gas & Electric
Bob Bean, Vice President, Marketing, Nicor National

Download Presentation(s)

Greening the Utility

Think energy efficiency is just for your customers? The reality is that utilities have a great opportunity to lead by example. Come learn what other utilities have done to improve efficiency in their own corporate headquarters and facilities, and get practical ideas for managing your own energy consumption.

Moderator: Essie Snell, Research Analyst, E Source
Tom Coughlin, Principal Analyst, National Grid US
Michael McAteer, Director Commercial Energy Efficiency Services, National Grid US
Levi Westra, Energy Solutions Engineer, Avista Utilities

Utility Marketing Experts Panel

Utility marketers face many challenges, but not all of their pain is predetermined. Some problems can be avoided by embracing ideas and insights from your colleagues. Bring your top concerns and engage with our panel of marketing and communications experts from leading U.S. and Canadian electric and gas utilities. Come prepared for an interactive session in which both marketing amateurs and pros will have an opportunity to ask the panel questions.

Moderator: Matthew Joyce, Research Director, E Source
John Langston, Product Manager, Duke Energy
Peter Narog,Consumer Energy Efficiency, Manager, Xcel Energy
Tim Stout, Director of Efficiency Services, E Source
Kim Thompson, Marketing Manager, Bonneville Power Administration

 

The Return of Black-Box Technologies

They’re back. Refrigerant oil additives, boxes of capacitors that plug into the wall, controllers that modulate compressor run cycles … the list of black-box offerings can be daunting. Come learn how you can help your customers avoid shelling out their hard-earned dollars on ineffective technologies.

Moderator: Jay Stein,Executive Vice President of Research, E Source
Jerry Thieken, Principal Project Manager, Salt River Project

Smart Grid Experts Panel

Here’s your chance to discuss smart grid topics with industry experts from utilities and the outside world. In this interactive session we’ll explore and answer questions about security and data privacy, challenges and opportunities in the real-world deployment of a smart grid city, customer perceptions of smart meters, and the danger of blowback.

Moderator: Lynn Stein, Senior Advisor, E Source
Jack Danahy, Founder, Smart Grid Security Blog
Carol Stimmel, Director, Research, E Source
Jennifer Wozniak, Director, Marketing and Customer Strategy, Xcel Energy

Real Life with Smart Grid

Smart grid projects are complex, and, as we read in the daily papers, can meet with lots of resistance. Hear from three speakers how they used customer market research, deliberate messaging, technology testing, and integration with existing DSM programs when they designed and implemented their smart grid projects.

Moderator: Dulcey Simpkins, Research Manager, E Source
Mike Farrell, Director, Customer Programs, Smart Grid, Oklahoma Gas & Electric Services
Joe Thomas, Vice President, Client Fulfillment, United Illuminating Company
Becky Williamson, Strategic Marketing Coordinator, Memphis Light, Gas & Water Division

Download Presentation(s)

Be Smart About Smart Grid: Plan to Communicate with Customers

Smart Grid may offer new and exciting opportunities for utility customers, but it can also bring lots of questions, uncertainty, and fear. We’ll focus on how utilities are addressing these issues. For example, Austin Energy developed an up-front communication plan for informing customers early and forestalling any potentially confusing issues. Learn how the utility ramped up support for its customer contact employees to enable them to better answer difficult customer questions about its smart grid.

Moderator: Florence Connally, Research Manager, E Source
Daena Bruce, Utility Strategist, Austin Energy
Price Robertson, Manager, Energy Efficiency Programs, Oncor Electric Delivery
Catherine Parry, Director of Marketing and Communications, Toronto Hydro Corp.

Be Smart About Smart Grid: Plan to Communicate with Customers

Smart Grid may offer new and exciting opportunities for utility customers, but it can also bring lots of questions, uncertainty, and fear. We’ll focus on how utilities are addressing these issues. For example, Austin Energy developed an up-front communication plan for informing customers early and forestalling any potentially confusing issues. Learn how the utility ramped up support for its customer contact employees to enable them to better answer difficult customer questions about its smart grid.

Moderator: Florence Connally, Research Manager, E Source
Daena Bruce, Utility Strategist, Austin Energy
Price Robertson, Manager, Energy Efficiency Programs, Oncor Electric Delivery
Catherine Parry, Director of Marketing and Communications, Toronto Hydro Corp.

Reinventing Fire: Moving Beyond Fossil Fuels

Climate change, national security, oil spills, coal mining disasters—our dependence on fossil fuels comes with many risks. Hear how one of the great minds in the energy arena proposes we wean ourselves from fossil fuels profitably through a combination of deep energy efficiency and renewable energy.

Moderator: Michael Shepard, President, E Source
Amory Lovins, Chief Scientist, Rocky Mountain Institute

Electric Vehicles Hit the Road

Power demand is poised to grow steadily over the next few years as electric vehicles (EVs) attach to the grid. Offering widely differing viewpoints on the impact that EVs will have, our experts will discuss what’s coming, how to build the EV infrastructure, and what utilities can do to get ready.

Moderator: Michael Shepard, President, E Source
Larry Alford, Strategic Planning & Enterprise Development, Austin Energy
Bryan Jungers, Research Manager, E Source
Matthew Mattila, Consultant, Rocky Mountain Institute

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Electric Vehicles Hit the Road

Power demand is poised to grow steadily over the next few years as electric vehicles (EVs) attach to the grid. Offering widely differing viewpoints on the impact that EVs will have, our experts will discuss what’s coming, how to build the EV infrastructure, and what utilities can do to get ready.

Moderator: Michael Shepard, President, E Source
Larry Alford, Strategic Planning & Enterprise Development, Austin Energy
Bryan Jungers, Research Manager, E Source
Matthew Mattila, Consultant, Rocky Mountain Institute

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Developing Community Partnerships for Energy-Saving Success

Finding new ways to reach out to your customers and help them use energy efficiently can be challenging. Our speakers will share their experiences and provide inspiration, exploring ways that utilities can forge collaborative partnerships with local governments, universities, and economic development associations. We’ll discuss some successful marketing and communications strategies that will give you ideas for reinvigorating your own community outreach efforts.

Moderator: Kim Knox, Research Manager, E Source
Chelsea Hodge, Research Analyst, E Source
Andria Jacob, Clean Energy Program Manager, Bureau of Planning and Sustainability, City of Portland
Susannah Pedigo, Market Manager, Xcel Energy

Behavior-Change Programs: Making It Count

Will behavior-change programs be the next big source of cost-effective energy savings for utilities? A few states are giving utilities the green light to invest ratepayer funds in behavioral programs. The utilities are expected measure, verify, and track savings against energy-efficiency goals. Utilities experimenting with a variety of behavioral program models will share their recommendations for program selection, design, implementation, and evaluation so that you too may be able to count the savings from behavior-change programs in your DSM portfolio.

Moderator: Gwen Farnsworth, Associate Research Director, E Source
Shahana Samiullah, Manager of Portfolio Analysis, Southern California Edison Company
Bruce Sayler, Regulatory and Governmental Affairs, Connexus
Paul Seo, Senior Program Manager, British Columbia Hydro & Power Authority

Customer Experience Management

A customer’s experience with their utility is no longer restricted to a paper bill and an occasional phone call. They now have access to e-mail, the Internet, and a variety of social media channels. Each option has its own strengths and weaknesses. How can a utility design and deliver the right customer experience across all these channels? One approach is through customer experience management. Join us for a lively panel discussion with customer experience managers to find out what their goals are, how they “manage” their customer’s experience, and what their major challenges are.

Moderator: Andrew Heath, Director, Customer Satisfaction Services, E Source
Jenni Grier, Director Customer Experience Strategy & Management, Duke Energy
Lynn Little, Customer Experience Manager, San Diego Gas & Electric Co.
Joe Piette, Manager, Customer Experience, We Energies
Maureen Russolo, Manager, Customer Experience, Union Gas Limited

Market Segmentation Session

 

 

Lighting: Best Technologies/Best Practices

New developments are boosting the performance capabilities of light sources and controls. We’ll take a look at the newest releases and identify the strategies that will help you get the most out of the latest technologies.

Moderator: Ira Krepchin, Associate Director of Research, E Source
Dorene Maniccia, Chair, NEMA lighting controls section, Director, Policy and Industry Affairs, Watt Stopper
Judie Porter, Director, Sustainable Building Programs, Architectural Energy Corporation

 

Electric Vehicles Hit the Road

Power demand is poised to grow steadily over the next few years as electric vehicles (EVs) attach to the grid. Offering widely differing viewpoints on the impact that EVs will have, our experts will discuss what’s coming, how to build the EV infrastructure, and what utilities can do to get ready.

Moderator: Michael Shepard, President, E Source
Larry Alford, Strategic Planning & Enterprise Development, Austin Energy
Bryan Jungers, Research Manager, E Source
Matthew Mattila, Consultant, Rocky Mountain Institute

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Successful Partnerships with National Retailers

Partnerships with national retailers are becoming a staple in utility DSM portfolios, and for good reason. Coupons, in-store instant rebates, outreach events, and cooperative marketing for efficient products can influence customer behavior at the point of purchase and produce quantifiable energy savings. But these programs can only work if both parties are on board. Curious about what national retailers want when partnering with utilities? Our speakers will provide answers along with information on leveraging shared goals, co-branding and co-marketing best practices, sales staff training tips, and more.

Moderator: Chelsea Hodge, Research Analyst, E Source
Kristen Bowring, Senior Director, Platform Lead, New Business CSG, Best Buy Co.
Karen McKenzie, Director, Consumer Initiatives Marketing, Lowe's Home Centers Inc.
Don Wiggins, Residential Customer Programs Manager, San Diego Gas & Electric

Customer Experience Management

A customer’s experience with their utility is no longer restricted to a paper bill and an occasional phone call. They now have access to e-mail, the Internet, and a variety of social media channels. Each option has its own strengths and weaknesses. How can a utility design and deliver the right customer experience across all these channels? One approach is through customer experience management. Join us for a lively panel discussion with customer experience managers to find out what their goals are, how they “manage” their customer’s experience, and what their major challenges are.

Moderator: Andrew Heath, Director, Customer Satisfaction Services, E Source
Jenni Grier, Director Customer Experience Strategy & Management, Duke Energy
Lynn Little, Customer Experience Manager, San Diego Gas & Electric Co.
Joe Piette, Manager, Customer Experience, We Energies
Maureen Russolo, Manager, Customer Experience, Union Gas Limited

Savings and Costs of Whole-House Programs

As utilities try to figure out how to get more savings from the residential sector, many are turning their attention to whole-house retrofit programs. Several utilities and efficiency organizations are using the Home Performance with Energy Star model, while others have implemented programs of their own. Is offering a comprehensive retrofit program a realistic option for the average consumer? What level of savings can you expect to achieve and can it be done cost-effectively? We’ll look at some strategies that can reduce barriers to participation and improve program cost-effectiveness.

Moderator: Kim Knox, Research Manager, E Source
Sue Hanson, Residential Programs Consultant, Wisconsin Energy Conservation Corp. (WECC)
Michael Volker, Director of Regulatory and Energy Services, Midwest Energy Inc.

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The “State of the Utility” for Social Media

This fast-paced session will start by analyzing the 2010 E Source National Utility Social Media Survey data, covering more than 50 utilities in the U.S. and Canada. We’ll help you understand who’s using what channels, why, and where utilities are headed in 2011 and beyond. First we’ll look at the top social media utility programs and discuss what’s unique about their approaches. Then we’ll dive into detailed utility social media case studies covering communications, marketing, customer service, and all the concerns, barriers, strategic considerations and tactical decisions along the way.

Moderator: Matthew Burks, Senior Product Manager, Mass-Market Services, E Source
Chris Boudreaux, Senior Vice President, Social Media Management Practice, Converseon
Michael Crowley, Corporate Communications, Qwest Communicationse
Stephanie Spalding, Senior Research Associate, E Source

Developing Community Partnerships for Energy-Saving Success

Finding new ways to reach out to your customers and help them use energy efficiently can be challenging. Our speakers will share their experiences and provide inspiration, exploring ways that utilities can forge collaborative partnerships with local governments, universities, and economic development associations. We’ll discuss some successful marketing and communications strategies that will give you ideas for reinvigorating your own community outreach efforts.

Moderator: Kim Knox, Research Manager, E Source
Chelsea Hodge, Research Analyst, E Source
Andria Jacob, Clean Energy Program Manager, Bureau of Planning and Sustainability, City of Portland
Susannah Pedigo, Market Manager, Xcel Energy

Canadian Reception

If you are joining us from the northern part of North America, be sure to attend this special Canadian-only reception. Learning what has and has not worked from other utilities is one of the best reasons to attend the Forum. This reception will give you the opportunity to do just that with other attendees from Canada. This gathering precedes the Welcome Reception where you’ll get the chance to meet all the other Forum attendees.

Canadian Reception

If you are joining us from the northern part of North America, be sure to attend this special Canadian-only reception. Learning what has and has not worked from other utilities is one of the best reasons to attend the Forum. This reception will give you the opportunity to do just that with other attendees from Canada. This gathering precedes the Welcome Reception where you’ll get the chance to meet all the other Forum attendees.

Canadian Reception

If you are joining us from the northern part of North America, be sure to attend this special Canadian-only reception. Learning what has and has not worked from other utilities is one of the best reasons to attend the Forum. This reception will give you the opportunity to do just that with other attendees from Canada. This gathering precedes the Welcome Reception where you’ll get the chance to meet all the other Forum attendees.

Canadian Reception

If you are joining us from the northern part of North America, be sure to attend this special Canadian-only reception. Learning what has and has not worked from other utilities is one of the best reasons to attend the Forum. This reception will give you the opportunity to do just that with other attendees from Canada. This gathering precedes the Welcome Reception where you’ll get the chance to meet all the other Forum attendees.

Movie night—Screening of Carbon Nation

Attend the Forum debut of this documentary about climate change solutions. Whether you’re a believer, one who doubts the severity of climate change, or don’t buy it at all, you’ll find the other social, economic, and national security issues this compelling film explores to be of interest. Craig Sieben, president of Sieben Energy Associates and producer of Carbon Nation, will be available for Q&A at the conclusion of the screening.

Real Life with Smart Grid

Smart grid projects are complex, and, as we read in the daily papers, can meet with lots of resistance. Hear from three speakers how they used customer market research, deliberate messaging, technology testing, and integration with existing DSM programs when they designed and implemented their smart grid projects.

Moderator: Dulcey Simpkins, Research Manager, E Source
Mike Farrell, Director, Customer Programs, Smart Grid, Oklahoma Gas & Electric Services
Joe Thomas, Vice President, Client Fulfillment, United Illuminating Company
Becky Williamson, Strategic Marketing Coordinator, Memphis Light, Gas & Water Division

Download Presentation(s)

Canadian Reception

If you are joining us from the northern part of North America, be sure to attend this special Canadian-only reception. Learning what has and has not worked from other utilities is one of the best reasons to attend the Forum. This reception will give you the opportunity to do just that with other attendees from Canada. This gathering precedes the Welcome Reception where you’ll get the chance to meet all the other Forum attendees.

Developing Community Partnerships for Energy-Saving Success

Finding new ways to reach out to your customers and help them use energy efficiently can be challenging. Our speakers will share their experiences and provide inspiration, exploring ways that utilities can forge collaborative partnerships with local governments, universities, and economic development associations. We’ll discuss some successful marketing and communications strategies that will give you ideas for reinvigorating your own community outreach efforts.

Moderator: Kim Knox, Research Manager, E Source
Chelsea Hodge, Research Analyst, E Source
Andria Jacob, Clean Energy Program Manager, Bureau of Planning and Sustainability, City of Portland
Susannah Pedigo, Market Manager, Xcel Energy

Self-Service: Fantasy or Fallacy?

Web, IVR and Mobile—what are the best practices with regard to these channels? How should you reorganize your department and redesign your research to optimize how your utility uses them? What obstacles and opportunities do they create for self-service communications? What should you know about how other industries are doing self-service—and what should you avoid? How can you integrate outage information across all of these channels? How does speech recognition figure in the future of self-service? And where does your customer information system fit into the overall picture? This interactive session will stretch your thinking! Bring us the questions you have about self-service that no one else has been able to answer.

Moderator: Andrew Heath, Director, Customer Satisfaction Services, E Source
Maggie Boys, Senior Research Associate, E Source
Dennis Crumb, President, Washington Web Architects Inc.
Paul Rouillard, Senior Administrator-Internet Solutions, Scana Inc.

Self-Service: Fantasy or Fallacy?

Web, IVR and Mobile—what are the best practices with regard to these channels? How should you reorganize your department and redesign your research to optimize how your utility uses them? What obstacles and opportunities do they create for self-service communications? What should you know about how other industries are doing self-service—and what should you avoid? How can you integrate outage information across all of these channels? How does speech recognition figure in the future of self-service? And where does your customer information system fit into the overall picture? This interactive session will stretch your thinking! Bring us the questions you have about self-service that no one else has been able to answer.

Moderator: Andrew Heath, Director, Customer Satisfaction Services, E Source
Maggie Boys, Senior Research Associate, E Source
Dennis Crumb, President, Washington Web Architects Inc.
Paul Rouillard, Senior Administrator-Internet Solutions, Scana Inc.

Real Life with Smart Grid

Smart grid projects are complex, and, as we read in the daily papers, can meet with lots of resistance. Hear from three speakers how they used customer market research, deliberate messaging, technology testing, and integration with existing DSM programs when they designed and implemented their smart grid projects.

Moderator: Dulcey Simpkins, Research Manager, E Source
Mike Farrell, Director, Customer Programs, Smart Grid, Oklahoma Gas & Electric Services
Joe Thomas, Vice President, Client Fulfillment, United Illuminating Company
Becky Williamson, Strategic Marketing Coordinator, Memphis Light, Gas & Water Division

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Market Segmentation & Targeting User Groups

This will be the inaugural meeting of the E Source Marketing Segmentation & Targeting Users Group. This content-driven, dialogue-focused session is designed for utility marketing, communications, market research, and utility/corporate strategy professionals. Attendees who were invited to this closed-door session will get a combination of data-rich analysis from nationally recognized thought leaders, along with truly innovative ideas on how these insights can be pragmatically applied to help your utility better meet upcoming objectives and targets for residential and business markets.

Aurelio de Yoanna, Marketing Manager, National Grid
Paul Kowalis, Marketing Manager, Xcel Energy
Bill LeBlanc, Senior Advisor, E Source
Michael Mancini, Nielsen Claritas
Jan Nelson, Market Research Analyst, Xcel Energy
Aleana Reeves, Product Manager, Mass Market Services, E Source

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Residential Marketing That Works

Utilities are a monopoly—they don’t need marketing! Though some activists, regulators, customers, or even utility executives might think this, we know it isn’t true. Effective marketing for efficiency programs and value-added services is paramount for utilities looking to meet program goals or increase revenue and customer satisfaction. In this session, you’ll learn best practices from experienced utility marketers.

Moderator: Stephanie Spalding, Senior Research Associate, E Source
Luba Kanor Abrams, Marketing, Demand Side Management Programs, Baltimore Gas & Electric
Bob Bean, Vice President, Marketing, Nicor National

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Market Segmentation &amp; Targeting User Groups (Cont)


Wynkoop Brewing Co.

After dinner, join your peers and E Source staff for pool and darts.

<a href="http://www.esource.com/ams2010">6th Annual E Source Account Management Summit</a>

Participation is limited to members of the E Source Business Market or Business Account Management Services and invited guests. This meeting is not open to vendors.

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<a href="http://www.esource.com/DSM-fall2010">Fall 2010 E Source DSM Executive Council</a>

The DSM Executive Council is a closed-door session and participation is limited. This meeting is not open to vendors.

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<a href="http://www.esource.com/ccr2010">Fall 2010 E Source Contact Center Roundtable </a>

Participation is limited to members of the E Source Utility Customer Care and the E-Business Services and invited guests. This meeting is not open to vendors.

<a href="http://www.esource.com/ams2010">6th Annual E Source Account Management Summit</a>

Participation is limited to members of the E Source Business Market or Business Account Management Services and invited guests. This meeting is not open to vendors.

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<a href="http://www.esource.com/igr-fall2010">Fall 2010 E Source Intelligent Grid Roundtable</a>

Participation is limited to members of the E Source Intelligent Grid Service and invited guests. This meeting is not open to vendors.

<a href="http://www.esource.com/umec-fall2010">Fall 2010 E Source Utility Marketing Executive Council</a>

The Utility Marketing Executive Council is a closed-door session and participation is limited. This meeting is not open to vendors.

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Wednesday Afternoon Activities

Bike Ride
Rent a bike and enjoy a group ride along some of Denver’s scenic bike paths, easily accessible from downtown. ($25 per person)

Coors Field Tour
Home to MLB’s Colorado Rockies, Coors Field sits in the heart of LoDo. You’ll visit the dugout; the visitor’s clubhouse; the press, club, and suite levels; and concourse areas. Learn the significance of the purple seats and find out what workers unearthed during construction of the ball park.

Museum of Contemporary Art (MCA)
See the special exhibition Energy Effects: Art and Artifacts from the Landscape of Glorious Excess, which explores the relationship between energy and aesthetic power. MCA recently received Gold certification from the U.S. Green Building Council for its design, which includes a variety of energy-efficiency and sustainability measures.

Xcel Energy Tour
See why this is the first building in Colorado to be awarded LEED Platinum certification based on the LEED Core/Shell version 2.0.

Afternoon Run
Get some exercise and explore some of the many trails and paths that downtown Denver has to offer.

9/22 Xcel Tour

See why this is the first building in Colorado to be awarded LEED Platinum certification based on the LEED Core/Shell version 2.0.

Getting the Most from Your E Source Membership

E Source staff will offer practical tips and suggestions for getting the most out of your E Source membership. Learn more about My E Source, the Member Inquiry service, and your other benefits. Open to current as well as potential members.

Break