Clear your calendar. This is going to be big.

CLEAResult Energy Forum

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Austin, TX

CLEAResult Energy Forum is a two-day conference jam-packed with dynamic speakers, networking and events focused on all things energy. Join CLEAResult clients, utility leaders and other energy professionals from around the world as we explore solutions for empowering your customers, discuss emerging tech trends and prepare for the future of our rapidly changing industry — all in the heart of one of the country’s most exciting cities.

Agenda

Monday, 10.9

  1. 3:00 pm – 6:00 pm

    Arrival | Registration
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  2. 6:00 pm – 8:00 pm

    Welcome reception | Registration
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Tuesday, 10.10

  1. 7:00 am – 8:00 am

    Registration | Breakfast
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  2. 8:00 am – 8:30 am

    Welcome
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  3. 8:30 am – 9:00 am

    Keynote: Aziz Virani, CLEAResult

    “From energy as a commodity to energy as a service: Giving customers more of what they want and enabling utility growth”

    CEO and President Aziz Virani welcomes attendees to the 2017 CLEAResult Energy Forum with a keynote on how utilities can incorporate what your customers want (convenience, control and connectedness) with the much–needed services you already provide in order to mutually benefit.

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  4. 9:00 am – 10:00 am

    Keynote: Chuck Caisley, KCP&L

    “I watch a lot of baseball on the radio”

    As chief customer officer, Chuck leads the Energy Solutions and Public Affairs areas for KCP&L, an electric utility company serving the Kansas City metropolitan area. Chuck will discuss a future where DSM, storage, distributed generation and customers enable unparalleled grid efficiency and tap into exponential value creation across the entire ecosystem.

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  5. 10:00 am – 10:30 am

    Break
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  6. 10:30 am – 11:30 am

    • EE in today’s political climate: New policies, new possibilities

      Given the erratic early months of the current administration, how are utilities coping with the pervasive uncertainty about energy policy? What’s the best response? How is federal action or inaction impacting the states?

      • Adam Cooper Institute for Electric Innovation
      • Sue Gander National Governors Association
      • Kevin Myles U.S. General Services Administration
      • Doug Lewin CLEAResult
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    • DR shifting to DERs: Opportunities and challenges

      Is demand response grid management too narrowly focused on load shed? Should utilities and regulators look to a more comprehensive load management approach powered by distributed energy resources? How will the emergence of the Internet of Things impact load management? We’ll discuss these questions and present key takeaways from the DER-centric approaches taken by early adopters.

      • Chris Carradine ecobee
      • Dain Nestel CLEAResult
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  7. 11:30 am – 12:00 pm

    Break
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  8. 12:00 pm – 1:00 pm

    • Smart homes: From DSM programs to resilient communities

      With our industry moving fast toward connected homes and the Internet of Things, utilities are looking more and more for the infrastructure models of the future. We’ll bridge the gap between market solutions cropping up organically and hear directly from a future-model smart home builder.

      • Franck Rougier Kirio
      • Steve Weise Leading Force Energy & Design Center
      • Emily Kemper CLEAResult
      • Mark Jerome CLEAResult
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    • Customer loyalty and engagement: Beyond customer satisfaction and J.D. Power scores

      Simply tracking satisfaction scores isn’t a good indicator of business health. Customer loyalty can be a far more accurate metric, but it’s not a quick turnaround process. In this session, you’ll gain a better understanding of the drivers of customer loyalty, and the steps utilities can take to both track and improve it.

      • Nathan Shannon Smart Grid Consumer Collaborative
      • Sal Shukla CLEAResult
      • Stephanie Cole CLEAResult
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  9. 1:00 pm – 2:00 pm

    Lunch
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  10. 2:00 pm – 3:00 pm

    Utility executive panel: Managing a changing industry

    What will the future of our industry look like? What are utilities doing in the face of ongoing change? Hear the answers to these questions and more directly from leading energy executives.

    • Michael Quinn Oncor
    • Bruce Edelston Southern Company
    • Cindy Herron Tennessee Valley Authority
    • Doug Lewin CLEAResult
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  11. 3:00 pm – 4:00 pm

    • Reimagining DSM through the lens of metered efficiency

      Not all utilities have smart meters, but every utility has billing data. Using this data to effectively “meter” energy efficiency, we can gain near real-time feedback on the performance of a program. We’ll discuss this, as well as the opportunities metered efficiency introduces — from measuring savings by housing stock to incorporating performance incentives for high performing contractors.

      • Matt Golden Open EE Meter
      • Colin Gibbs CLEAResult
      • Mike Burke CLEAResult
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    • Influencer marketing: Who’s driving your brand message?

      In this session, you’ll learn how to identify social influencers, incorporate them into your overall marketing strategy and reach younger generations with your brand’s message.

      • Rebecca McCuiston Edelman
      • Susan Jamison Energy Trust of Oregon
      • Ryan Fantino CLEAResult
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  12. 4:00 pm – 4:30 pm

    Break
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  13. 4:30 pm – 5:30 pm

    • Strategic Energy Management: How behavior-based programs build a culture of efficiency and result in savings

      There are a wealth of no cost/low cost energy savings opportunities companies overlook on a daily basis. Behavior-based programs provide the structure and support to focus an organization and achieve significant savings. With perspectives from customers, implementers and a utility, we will explore what makes SEM successful at saving energy, building customer satisfaction, and paving the way for a more efficient future.

      • Andy McCabe AEP Ohio
      • Paul Batchelder New Caney School District
      • Richard Brown Noble Research Institute
      • Sam Day CLEAResult
      • Wendy Gibson CLEAResult
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    • Marketing automation: Unleashing the power of customized customer communications

      With so much information bombarding customers from every direction, how can we ensure that the right message reaches the right customer through the right channel? Marketing automation affords utilities the opportunity to create omni- and cross-channel programs that engage customers and result in greater customer satisfaction and marketing ROI.

      • Cristina Fernandez Nicor Gas
      • Stephanie Cole CLEAResult
      • Harish Munagala CLEAResult
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  14. 5:30 pm – 7:00 pm

    Break
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  15. 7:00 pm – 10:00 pm

    Cocktails | Dinner | Music
    Parkside on historic 6th Street
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Wednesday, 10.11

  1. 6:30 am – 7:15 am

    Yoga (optional)
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  2. 7:30 am – 8:30 am

    Breakfast | Networking
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  3. 8:30 am – 8:45 am

    Welcome | Day 1 Recap
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  4. 8:45 am – 9:45 am

    Keynote: Adam Alter

    “Beyond the bottom line: Customer centricity”

    New York Times bestselling author Adam Alter, an NYU professor, presents actions you can take to have more effective communication with your customers. Alter is a former TED speaker and an expert on understanding and predicting customer behavior.

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  5. 9:45 am – 10:15 am

    Break
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  6. 10:15 am – 11:15 am

    • Getting the rules right: Regulatory innovation in 2017 and beyond

      Learn what some states are doing to align utility regulations with state policy goals, like energy efficiency — improving utility prospects along the way. We’ll explore the innovations in key states that are leading to greater system efficiency, lower costs, greater shareholder value and happier customers.

      • Manish Rukadikar DTE Energy
      • Chris Walls BGE
      • Maggie Molina ACEEE
      • Domingo Miranda ComEd
      • Elizabeth Weiner CLEAResult
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    • Digital customer experience: Moving from UI to UX

      During this informal discussion, representatives from ComEd, Nest and CLEAResult will talk about breaking down the barriers to building real relationships with customers in the digital era.

      • Julie Hollensbe ComEd
      • Aaron Berndt Nest
      • Sean Weitner CLEAResult
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  7. 11:15 am – 11:45 am

    Break
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  8. 11:45 am – 12:45 pm

    • Electrifying transportation: Overcoming the barriers to adoption

      While electric vehicles could save low-to-moderate income populations a substantial amount of money in fuel and maintenance, market barriers such as upfront costs and a lack of awareness has stifled their adoption. Find out how programs are addressing these issues, how utilities can help increase EV adoption within low-to-moderate income communities and how rates can be designed to accommodate these customers.

      • Ken Colburn Regulatory Assistance Project
      • Tom Ashley Greenlots
      • Karl Popham Austin Energy
      • Holly Benz CLEAResult
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    • VW and beyond: Proven NGV business models (natural gas)

      Natural gas vehicles (NGVs) have experienced significant gains in performance, efficiency and emissions reductions, while continuing to be a cost-effective alternative fuel choice. The Volkswagen Settlement and state incentive programs are creating compelling cases for fleets to use NGVs. Learn how fleets and fueling providers – private industry, public entities and utilities – are taking advantage of these opportunities.

      Sherrie Merrow NGVAmerica

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    • Reaching low-to-middle income customers with cost-effective programs (natural gas)

      The low-to-middle income customer segment can often be the most difficult audience for a utility to connect with. By partnering with a state-funded grant program, SEMCO and CLEAResult have developed an outreach program that works for all parties involved.

      • Jennifer Dennis SEMCO
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  9. 12:45 pm – 1:45 pm

    Lunch
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  10. 1:45 pm – 2:45 pm

    • Grid modernization: Incorporating smart technologies

      Efforts to modernize the grid focus primarily on transmission and distribution technologies. But what about behind-the-meter solutions? And how might they be used to create lower costs, higher reliability, better regulatory outcomes and, ultimately, happier customers?

      • Shawn White Xcel Energy
      • Mark Dyson RMI
      • Greg Adams Salt River Project
      • Doug Lewin CLEAResult
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    • Driving engagement and innovation in gas-centric industrial markets and beyond (natural gas)

      How do you design an industrial gas efficiency program to ensure robust energy savings pipelines? How do you innovate in an industry riddled with regulation but facing aggressive energy targets? We’ll explore these questions with the largest gas utility in the US.

      • Darren Hanway SoCal Gas
      • Laura Cummings CLEAResult
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    • Successes, trials and lessons learned: Discussing new pilots with Nicor Gas (natural gas)

      In this chat-style session, we’ll talk about the benefits of pilot programs in determining market transformation and core portfolio adoption, and ultimately leads to deeper engagement with customers. And how collaboration with key stakeholders can maximize the impact of new low/moderate income, multifamily, behavioral and SEM pilots.

      • James Jerozal Nicor Gas
      • Andy Mitchell CLEAResult
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  11. 2:45 pm – 3:45 pm

    Exploring new approaches to pre-pay and low-income program designs

    There are various models for low-income program delivery, and each of them works with varying degrees of success. We’ll discuss these. And could a pre-pay model work for you and your customers? Learn about this radical new method for payment and collection, and its behavioral EE applications.

    • Carrie Harkness Consumers Energy
    • Shaun Wright Community Homeworks
    • Guillermo Diaz CLEAResult
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  12. 3:45 pm – 4:00 pm

    Closing remarks
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Keynote speakers

Portait of Adam Alter

Adam Alter

New York Times bestselling author and New York University professor

Session Description

Adam Alter explores how businesses can better understand and predict the behavior of their customers. In this talk, he’ll provide a deeper look at how customers think and what motivates them, pulling in his teaching at NYU on marketing and psychology to provide a unique point of view on customer empowerment. After explaining the features of consumer psychology, Alter will present a series of interventions that enable companies to communicate with customers more effectively and compellingly.

Bio

Adam Alter is the author of “Irresistible: The Rise of Addictive Technology and the Business of Keeping Us Hooked,” a groundbreaking study of how new, tech-based products and experiences are so hard to ignore. He spoke on this topic at the famous TED2017 in Vancouver recently. Alter has written for The New York Times, The New Yorker, The Atlantic, WIRED, Slate, The Huffington Post and Popular Science, among other publications.

He is an Associate Professor of Marketing at New York University’s Stern School of Business, with an affiliated appointment in the NYU Psychology Department. His academic research focuses on judgment and decision-making and social psychology, with a particular interest in the sometimes surprising effects of subtle cues in the environment on human cognition and behavior.

Portait of Aziz Virani

Aziz Virani

CEO and President, CLEAResult

Session Description

What do utility customers want? For well over a century, the answer was simple: safe, reliable and affordable access to energy. But now, many customers want more. In his keynote speech, CLEAResult CEO and President Aziz Virani will discuss what it means for utilities to build on the pillars of safe, reliable and affordable energy, by adding convenience, control, connectedness and clean options. He’ll share how doing this can lower costs, increase system efficiency and provide growth opportunities for utilities.

Bio

Aziz is a seasoned executive with more than three decades of experience helping companies and their clients use technology to achieve results. As a recognized leader in management consulting, Aziz balances CLEAResult’s focus between managing today’s challenges and setting our strategic outlook for tomorrow, all while keeping our clients at the center of every decision we make.

Prior to CLEAResult, Aziz served as Area President for Avanade, a technology consulting joint venture between Accenture and Microsoft. Aziz holds degrees in mathematics and computer science from DePaul University.

Portait of Chuck Caisley

Chuck Caisley

Chief Customer Officer, Vice President of Marketing and Public Affairs, Great Plains Energy and KCP&L

Session Description

In 1882, Thomas Edison fired up the world’s first commercial central station power plant, generating enough electricity to meet the peak demand of 508 customers in Manhattan. Electric utilities haven’t changed much 135 years later. By and large, electricity is made in central power plants, sized to peak demand and delivered over a vast and interconnected electrical grid. For all of the incredible value this system has created, it is inefficient and is about to change.

Today, there is a mass emergence of innovative and hungry third-party partners who seek to access the electrical grid and apply technology-based solutions to provide new products, new services and increased value to utility customers. And, rapidly increasing customer expectations, driven by retail customer experience, are putting pressure on the traditional utility role and business model. For utilities, future success will only be possible if they focus on bringing together all of these stakeholders and co-create a future that will fundamentally alter how electricity is made, delivered and consumed. A future where demand side management (DSM), storage, distributed generation and customers enable unparalleled grid efficiency and tap into exponential value creation across the entire ecosystem.

Bio

As the chief customer officer for KCP&L, Chuck leads the Energy Solutions and Public Affairs areas with responsibility for the company's small-scale generation projects, energy products and services platform, energy efficiency and demand response portfolio, community and customer strategy and communications, marketing, communications, economic development, governmental affairs and public relations functions. Chuck is a fully recovered attorney and a utility heretic.  He joined KCP&L in 2007 as director of Governmental Affairs.

Actively involved in the community, Chuck serves as the chairman of the board of directors for the Kansas City Area Development Council. He also is the chairman of the Kansas City Zoo board of directors and a member of the Kansas City Missouri Environmental Protection Committee. In addition, Chuck currently serves as chairman of the board of directors for MeM, a workers' compensation mutual insurance company headquartered in Columbia, Missouri.

Austin After Dark

After a day at Energy Forum, catch up with your colleagues for a night out at Parkside. Located within walking distance of the Westin, the farm-to-table restaurant is famous for its sustainable dining and extensive cocktail menu. In addition to food and drink, we’ll have live music, dancing and revelry of all kinds. Join us out on the patio deck for an unbeatable view of Austin’s historic Sixth Street. We’ll see you there!