2017 conference agenda - pci in...

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7 – 8 am Breakfast – Palm Terrace 8 am – 12 pm Salon C Optimization Hands-On Training: Concepts and Techniques, PCI GenTrader® Overview & Application Buck Feng & Justin Cook Salon A Data Warehouse & Business Intelligence Hands-on BI and Reporting Training for Business Analysts: Connecting to PCI data sources such as the reporting database, BI Analyzers and GSMS to create custom reports and visualizations. Exercises cover the use of BI tools such as PCI Data Export Utility (DEU), Power BI, Qlikview, and Excel. Familiarity with SQL statements and intermediate Excel skills are helpful but not required. Paul Davis Salon D Energy Trading (Front Office & ISO Scheduling) Hands-On Training for Front Office Business Users: Setup, configuration and reporting with PCI Front Office tools including ETRM, Deal Management/Deal Capture and ISO Scheduling (Bid Formulation). Justin Shearer & Brandon Leslie Salon B Energy Accounting Hands-On Training: Setup, configuration, and use of meter data management and energy accounting tools Julie Rogers & Lei Tan Salon E IT Basic Administration Hands-On Training for Administrators: Setting up any PCI Application within the PCI Platform Jeremy Alleman Gaslamp 4 Managing Bid-to-Bill Workflow in CAISO EIM Market Hear key updates and lessons learned on CAISO EIM. PCI will illustrate how its EIM Solutions Suite can be used to support the complete Bid-to-Bill workflow for both Merchant and BA sides. PCI will showcase how to derive hourly balanced Resource/Capacity Plans, create Unit Energy Bids and submit balanced schedules to CAISO. The workshop will cover CAISO EIM Settlement Workflows and provide a deeper understanding of how to validate key charge codes. Tony Delacluyse 2017 CONFERENCE AGENDA Breaks will be held at 10 am & 3 pm TRAINING DAY – MONDAY, APRIL 3 12 – 1 pm Lunch – Palm Terrace 1 – 5 pm Salon C Optimization Hands-On Training: Application of Case Study Buck Feng & Justin Cook Salon A Asset Operations Hands-On Training: PCI Outage Management setup, configuration and use Arun Devarakonda Salon D Back Office Hands-On Training: Setup, configuration and reporting with PCI Back Office Tools Justin Shearer & Jeremy Pober Salon B Energy Accounting – Transmission Billing Hands-On Training: Setup, configuration and use of Transmission Billing functionality Suiyi Su & Lei Tan Salon E Admin Advanced Development Hands-On Training for Developers: Coding and source code management within the PCI Platform. A special focus will be on Web Services, the Eclipse (BIRT) plug-in, PCI Reporting Tool and building Position Management dashboards. David Matejka & John Bizon Gaslamp 4 Potential Impacts of FERC Order 825 on Meter Data Management, Back-Office and Market Operations This workshop will cover the pros, cons, goals and potential impacts of FERC Order 825 on Meter Data Management as well as Real-Time, Back Office and IT operations. PCI will also review the potential influence of Order 825’s associated implementation plans for 5-Minute Settlement (in MISO/PJM). Khai Le

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7 – 8 am Breakfast – Palm Terrace

8 am – 12 pm Salon C Optimization

Hands-On Training: Concepts and Techniques, PCI GenTrader® Overview & Application Buck Feng & Justin Cook

Salon A Data Warehouse & Business Intelligence Hands-on BI and Reporting Training for Business Analysts: Connecting to PCI data sources such as the reporting database, BI Analyzers and GSMS to create custom reports and visualizations. Exercises cover the use of BI tools such as PCI Data Export Utility (DEU), Power BI, Qlikview, and Excel. Familiarity with SQL statements and intermediate Excel skills are helpful but not required. Paul Davis

Salon D Energy Trading (Front Office & ISO Scheduling) Hands-On Training for Front Office Business Users: Setup, configuration

and reporting with PCI Front Office tools including ETRM, Deal Management/Deal Capture and ISO Scheduling (Bid Formulation). Justin Shearer & Brandon Leslie

Salon B Energy Accounting Hands-On Training: Setup, configuration, and use of meter data

management and energy accounting tools Julie Rogers & Lei Tan

Salon E IT Basic Administration Hands-On Training for Administrators: Setting up any PCI Application

within the PCI Platform Jeremy Alleman

Gaslamp 4 Managing Bid-to-Bill Workflow in CAISO EIM Market Hear key updates and lessons learned on CAISO EIM. PCI will illustrate

how its EIM Solutions Suite can be used to support the complete Bid-to-Bill workflow for both Merchant and BA sides. PCI will showcase how to derive hourly balanced Resource/Capacity Plans, create Unit Energy Bids and submit balanced schedules to CAISO. The workshop will cover CAISO EIM Settlement Workflows and provide a deeper understanding of how to validate key charge codes. Tony Delacluyse

2017 CONFERENCE

AGENDA

Breaks will be held at 10 am & 3 pm

TRAINING DAY – MONDAY, APRIL 3

12 – 1 pm Lunch – Palm Terrace

1 – 5 pm Salon C Optimization

Hands-On Training: Application of Case Study Buck Feng & Justin Cook

Salon A Asset Operations Hands-On Training: PCI Outage Management setup, configuration

and use Arun Devarakonda

Salon D Back Office Hands-On Training: Setup, configuration and reporting with PCI Back

Office Tools Justin Shearer & Jeremy Pober

Salon B Energy Accounting – Transmission Billing Hands-On Training: Setup, configuration and use of Transmission

Billing functionality Suiyi Su & Lei Tan

Salon E Admin Advanced Development Hands-On Training for Developers: Coding and source code

management within the PCI Platform. A special focus will be on Web Services, the Eclipse (BIRT) plug-in, PCI Reporting Tool and building Position Management dashboards. David Matejka & John Bizon

Gaslamp 4 Potential Impacts of FERC Order 825 on Meter Data Management, Back-Office and Market Operations This workshop will cover the pros, cons, goals and potential impacts of FERC Order 825 on Meter Data Management as well as Real-Time, Back Office and IT operations. PCI will also review the potential influence of Order 825’s associated implementation plans for 5-Minute Settlement (in MISO/PJM). Khai Le

7:30 – 8:30 am Breakfast – Palm Terrace

8:30 – 10:30 am Grand Ballroom PCI Welcome Fred Lee – PCI Chief Executive Officer

Customer Presentations on End-to-End System Implementation PCI In Focus Conference Overview and Product Roadmap Jason Kram & Javier Martin – PCI

10:30 am – 12 pm Grand Ballroom DTE Energy

Using PCI’s Suite to Manage Bid-to-Bill and Portfolio-Management Workflows for DTE Assets in MISO Nelson Worner & Raghu Kavalakuntla, Michael Fortini

Arizona Public Service Highlights of APS Go-Live in CAISO EIM Market Justin Thompson

Basin Electric Power Cooperative Using PCI’s Suite to Manage Basin Assets in MISO and SPP Markets: Lessons Learned Chris Vizenor

Sacramento Municipal Utility District Using PCI GenTrader to Optimize Cascaded Hydro System Chaise Vidal & Jon Olson

12 – 1 pm Lunch – Palm Terrace

1:30 – 3 pm Salon C ISO PANEL

ISO Leaders Discuss Latest Market Changes and Developments Khai Le – PCI Moderator 1. CAISO – Guillermo Alderete 2. SPP – Bruce Rew 3. ERCOT – Joel Mickey 4. PJM – Ray Fernandez

Salon B ANALYTICS Customers Present their Use of PCI Optimization and Analytical Tools

Buck Feng – PCI Moderator

Jacksonville Electric Authority Using PCI GenTrader to Optimize Joint Operations in Florida Garry Baker

Orlando Utility Commission Using PCI GenTrader to Optimize Pool Operations in Florida Ed Bemis

Southern California Edison Using PCI GenTrader to Evaluate Asset Upgrades at SCE Vibhu Kaushik & Anita Shu

Salon A INFORMATION TECHNOLOGY

Installer and High Availability PCI will discuss new installer features and answer your questions about high availability Bill Spens – PCI Moderator

3:30 – 5 pm Salon C ISO PANEL

ISO Leaders Discuss Latest Market Changes and Developments Khai Le – PCI Moderator 1. ISO-NE – Ron Coutu 2. NYISO – Ethan Avallone 3. MISO – Invited

Salon B ENERGY ACCOUNTING Benefits of Using of PCI Energy Accounting Applications to

Validate Meter Data Bryan Kelly – PCI Moderator

We Energies Deploying PCI Energy Accounting to Validate Meter Data for Units,

Loads and Tie Lines Maura Royston

Duke Energy Using PCI Energy Accounting to Manage Meter Data for

Four Balancing Authorities Dana Adams & Tim Fox

Salon A INFORMATION TECHNOLOGY

GSMS Security PCI will discuss current and upcoming security features for

IT Administrators Bill Spens – PCI Moderator

5:15 – 8:30 pm Welcome Reception and Bay Dinner Cruise – Omni Lobby

2017 CONFERENCE AGENDA

DAY 1 – TUESDAY, APRIL 4

7:30 – 8:30 am Breakfast – Palm Terrace

8:30 – 10 am Grand Ballroom Day 1 Review and Day 2 Planning

Walter Hobbs, Jason Kram & Khai Le – PCI Arizona Public Service APS Experience with Using PCI’s Transmission Billing Solution

Adam Wardell & Judy Tsai Power Costs, Inc. Potential Impacts of FERC Order 825 on Meter Data Management, Market Operations and RTO Settlements Khai Le DTE Energy

Using PCI GenTrader to Simulate the Impacts of 5-mn Settlement on Asset Operations Derek Arnold

Duke Energy Using PCI GenTrader to Support Mid-Term Planning Matt Jones

10:30 am – 12 pm Grand Ballroom PCI Solutions Presentations OG&E

Using P&L Analyzer to Provide Feedback to OG&E Front Office and Plant Personnel in SPP Market Shawn McBroom

Entergy Entergy’s Experience with PCI Back Office to Validate MISO Settlement Henry Chu

Consumers Energy Benefits and Lessons Learned from Deploying PCI Energy Accounting to Validate Meter Data Ben Coon

Puget Sound Energy IT Infrastructure to Support EIM Operations at PSE Sandi Hart

12 – 1 pm Lunch – Palm Terrace

1:15 – 3 pm Salon C MARKET SYSTEMS

Implementation and Use of PCI Market Systems Software in RTO Markets Javier Martin – PCI Moderator

Puget Sound Energy Review of CAISO EIM Go-Live at Puget Sound Energy Bob Harshbarger

East Kentucky Power Cooperative Improving EKPC Operations in PJM Market Fernie Williams

Sunflower Electric Power Coop Benefits of Using PCI P&L Analyzer to Improve Operations in SPP Chandler Brown

Salon B ASSET OPERATIONS/POST ANALYSIS Company Presentations on the Implementation and Use of PCI Tools for Asset Operations and Post Analysis Bryan Kelly – PCI

Arizona Public Service APS Experience with Using PCI Asset Operations to Improve Plant Operations in CAISO EIM Market Moe Sakkijha

Basin Electric Power Cooperative Experience with Using PCI Asset Operations Suite to Manage

Plant Operations in SPP Market Chris Vizenor

Santee Cooper Running PCI Post Analysis to Monitor KPIs Bob Carbonaro & Sean Ames

Salon A INFORMATION TECHNOLOGY Monitoring and Performance

PCI will discuss recommendations in system configuration and performance troubleshooting Andres Barbaro – PCI Moderator

3:15 – 5 pm Salon C BACK OFFICE Company Presentations on the Use of PCI Back Office Tools for

Specific Markets Paul Davis – PCI Moderator

Ameren Ameren’s Experience with Using PCI Back Office to Validate MISO Settlement and Perform Month-End Closing Eric Rodis

Big Rivers Electric Cooperative Deploying PCI P&L Analyzer to Improve Market Operations in MISO Michael Schulz

Salon B ETRM Company Presentations on the Use of Various Components of PCI’s ETRM System Javier Martin

TransAlta Using PCI Contract Settlement to Manage Settlement for Tolling Agreements David Jackman

CPS Energy Deployment of PCI Gas Management Ken Skaer

Salon A INFORMATION TECHNOLOGY Best Practices

PCI will discuss best practices and integration topics Bill Spens – PCI Moderator

5:30 – 7 pm Salons D and E Drinks and Demos

Demo stations for Optimization, Business Intelligence, ETRM, Energy Accounting, ISO Back Office, ISO Front Office, Asset Operations, Client Services and Hosted Solutions

7 – 8:30 pm Customer Appreciation Dinner – Palm Terrace

8:30 – 10 pm PCI Entertainment – Salons A and B

2017 CONFERENCE AGENDA

DAY 2 – WEDNESDAY, APRIL 5

8 – 9 am Breakfast – Palm Terrace

9 – 10 am Gallery 2 Front Office Roundtable

This session will allow for product feedback and enhancement requests along with PCI plan for Front Office Tools Stanley Eng – PCI

Gallery 1 Analytics Roundtable This session will allow for product feedback and enhancement requests along with PCI plan for Optimization, Analytics, DW, Reporting database and BI Tools Justin Cook, Hicham Mansouri & Paul Davis – PCI

Gaslamp 4 Energy Accounting Roundtable This session will allow for product feedback along with PCI’s plan for our Energy Accounting solution Julie Rogers – PCI

Salon E Back Office Roundtable This session will allow for product feedback and enhancement requests along with PCI plan for Back Office Tools Jeremy Pober – PCI

Salon D IT Roundtable This session will allow for product feedback and enhancement requests along with PCI plan for IT Platform Dan Crawford – PCI

10:15 – 11:15 am Gaslamp 4 Asset Operations

PCI will discuss and demo our latest asset operations tools for enhancing communications between plants and trader Arun Devarakonda – PCI

Salon E Optimization PCI will discuss and demo our latest optimization developments for hydro/thermal technologies and the joint optimization of various resources. Long term, mid-term and short-term analytics will be covered here Justin Cook – PCI

Gallery 1 Settlements PCI will discuss and demo our latest features of the PCI GenManager for the settlement analyst Jeremy Pober & Justin Shearer – PCI

Salon D GenPortal® New Features PCI will demonstrate new features of PCI GenPortal for IT administrators and developers Bryan Kelly – PCI

11:30 am – 12:30 pm Lunch – Palm Terrace

2017 CONFERENCE AGENDA

DAY 3 – THURSDAY, APRIL 6

powercosts.com | 405.447.6933

1 – 2 pm Salon E Deal Management & ETRM

PCI will discuss and demonstrate latest developments in ETRM — See the interaction of ISO and non-ISO workflows Brandon Leslie – PCI

Gallery 1 Data Warehouse & Business Intelligence PCI has an expanded DW and BI suite with several analyzers that can be packaged together – PCI will discuss and demo these new modules and product enhancements Paul Davis – PCI

Gallery 2 Energy Accounting PCI will take a deep dive into Energy Accounting and the new features associated with meter data management and meter data quality Julie Rogers – PCI

Salon D Client Services & Release Management PCI will discuss client services to better support our customers via both internal process changes and tools Jeremy Alleman – PCI

2 – 3 pm Gallery 1 “How To:” Deal Management

Attendees will learn how the Deal Management application is applied to deal capture and scheduling, which will include demonstration and hands-on examples Brandon Leslie – PCI

Salon D “How To:” Post Analysis PCI will discuss and demonstrate analyzing operations through post analytics and update on how our customers are using KPIs to better overall performance and profitability Hicham Mansouri – PCI

Gallery 2 “How To:” Energy Accounting Attendees will learn how the Energy Accounting application is applied to meter data management, which will include demonstration and practical examples Julie Rogers – PCI

3 pm Salon D Conference Recap Walter Hobbs – PCI