COURSE

CAPITAL PLANNING FOR GRID MODERNIZATION Building the Grid of Tomorrow

EUCI is authorized by IACET to offer 0.7 CEUs

April 3, 2018 EUCI Conference CenterDenver, CO

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EUCI is authorized by CPE to offer 8.0 credits

CAPITAL PLANNING FOR GRID MODERNIZATIONApril 3, 2018 | Denver, CO

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OVERVIEWThis 1-day seminar provides an in-depth discussion on a proven framework for capital planning to identify, justify and prioritize investments in the electric grid to build the grid of the future that will meet the needs of tomorrow’s customers, regulations and markets.

This seminar covers the following “hot” issues:• What does the grid of tomorrow look like?• The market and trends toward grid vs generation vs transmission investment• Establishing modern grid construction, operations and maintenance standards• Leveraging the latest tools and techniques for grid planning• Grid data-mapping required for successful modern planning• Field data gathering culture, tools and techniques• Quantifying grid performance improvements achieved through upgrades/investments• Incorporating total lifecycle costs into grid capital planning• Optimizing and sequencing grid investments for constrained budgets• Track performance of grid investments toward goals• Continuous improvement in capital planning• How to think about grid planning from a FERC accounting, capital investment point of view

WHO SHOULD ATTEND?• Capital investment managers• Distribution and grid planning managers• Standards owners and managers• Asset management leaders and managers• Asset data maintenance managers• Grid operations and maintenance leaders• Regulatory staff

CAPITAL PLANNING FOR GRID MODERNIZATIONApril 3, 2018 | Denver, CO

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AGENDATUESDAY, APRIL 3, 2018

8:00 – 8:30 am Registration and Continental Breakfast

8:30 am – 5:00 pm Course Timing

12:00 – 1:00 pm Group Luncheon

1. We Should Shift Attention to Distribution Investment vs Transmission & Generation! a. Why spend on distribution now? b. What does the future grid look like with DER, electronification and customer options c. Load and grid defections d. Utility sustainability e. Reliability, resiliency, sustainability, and the other metrics the grid is being held to2. Integrated and Holistic Planning a. Proactive investment necessary to achieve the grid of the future (reactive break fix won’t get us there, puts us at extreme risk) b. Integrated projects offer more efficient deployment of capital and achieve greater overall system benefits, as well as supporting future directions c. Align planning and asset management teams to work together3. Evaluate the Existing Grid Performance and Adherence to Modern Design and Construction Standards a. Order of prioritization often determined by performance, age or both b. Utilization of a system scorecard that allows for performance comparisons and tracking4. Develop Projects to Improve System Performance, Renew Aged Assets and Increase Compliance with Standards Through Integrated Holistic Planning a. Understanding planning tools and their uses (e.g. CYME, Windmill, PSSE and more) b. Modernization projects modeled in detail for efficient engineering and implementation c. Simulate performance (e.g. reliability, hosting capacity, etc.)) impacts from each upgrade or modernization5. Capital Planning of Distribution Projects (Bundled Projects) a. Compile the estimated financial costs of the projects and expected benefits in our business case evaluation framework which includes both monetized and other quantified values (i.e. SAIDI/SAIFI improvement) b. Run numerous capital outlay and project sequencing scenarios considering multiple constraints ranging from the availability of capital to the technical readiness of various solutions proposed (and supporting infrastructure) c. Ongoing strategy after initial capital project to continue proactive approach d. What parts of the planning process can I capitalize?6. Monitor and Track the Performance of Implemented Projects Against Various KPIs a. Spend b. Schedule c. Performance d. ROI/ROC e. Customer satisfaction?7. Operationalizing the Approach and Process for Continued Grid Modernization and Customer Benefits!

CAPITAL PLANNING FOR GRID MODERNIZATIONApril 3, 2018 | Denver, CO

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Jason De Stigter, PEAsset Management, Burns & McDonnell

Jason has expertise in project management, business development, asset management, risk-based planning and solutions development. He has 11 years of extensive experience in performing business case evaluation on a variety of project types helping utility clients with difficult investment decisions. Jason has a deep financial and economic analysis background and specializes in business case evaluation and risk assessment and management for utility client.

Jason has extensive experience modeling risk for utility industry clients. His modeling experience includes developing complex and innovative risk analysis models using industry leading risk analysis software tools employing Monte Carlo simulation, decision trees, and Genetic algorithms. His experience includes performing risk and economic analysis engagements for several multi-billion dollar capital projects and large utility systems.

Doug HousemanGrid Modernization Lead, Burns & McDonnell

Doug has extensive experience in the energy and utility industry and has been involved in projects in more than 70 countries. Doug is a leader in grid modernization thinking, he was asked to author significant portions of the IEEE’s GridVision 2050, DOE’s QER and to revise CEATI’s Distribution Utility Technology Roadmap. Doug is a NIST fellow and member of the GridWise Architecture Council (GWAC) where he had a hand in both the Smart Grid Interoperability Maturity Model and Transactive Energy. He has led the IEEE Power and Energy Society’s Intelligent Grid Coordinating Committee and Emerging Technology Committee for the last five years. He has developed more than 20 tutorials for grid modernization for IEEE and others.

Lucas McIntosh, PE, LEED® AP, MBADistribution Planning Lead, Burns & McDonnell

Lucas leads Burns & McDonnell’s distribution planning services and specializes in technical and economic evaluation of utility modernization projects and programs. Lucas has over 18 years of engineering experience with most of his career focused on serving electric distribution utilities. He has worked with utility clients across the country and participated in industry groups such as SGIP, AESP, SEPA and others.

Joey NicholsDistribution Planning & Protection, Burns & McDonnell

Joey has vast utility operations and engineering experience including project development, project management, transmission and distribution system planning and studies, capital budgeting, data analytics, resource planning and electrical distribution engineering. His career has spanned working for large IOUs, COOPs and as a consultant. He has gained expertise in numerous planning tools and software and has applied them to grid modernization, grid hardening and renewables integration planning projects.

COURSE INSTRUCTORS

CAPITAL PLANNING FOR GRID MODERNIZATIONApril 3, 2018 | Denver, CO

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REQUIREMENTS FOR SUCCESSFUL COMPLETIONParticipants must sign in/out each day and be in attendance for the entirety of the course to be eligible for continuing education credit.

INSTRUCTIONAL METHODSPowerPoint presentations will be used in this course.

IACET CREDITSEUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET). In obtaining this accreditation, EUCI has demonstrated that it complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard.

EUCI is authorized by IACET to offer 0.7 CEUs for the course.

CPE CREDITSEUCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion. EUCI is authorized by CPE to offer 12 credits for the course. There is no prerequisite for this course. Program Level: Beginner, Delivery Method: Group-Live, Advanced Preparation: None

EUCI is authorized by CPE to offer 8.0 credits

EVENT LOCATIONEUCI Conference Center4601 DTC Blvd., B-100 Denver, CO 80237

NEARBY HOTELSPreferred HotelHyatt Place Denver Tech Center8300 E. Crescent Parkway, Greenwood Village, CO 80111 (0.9 miles away)Call Central Reservations at 888-492-8847 and ask for the EUCI rate of US $149 plus applicable tax (CODE: EUCI) or visit Hyatt Place Denver Tech Center - EUCI

Hyatt Regency Denver Tech Center7800 E. Tufts AveDenver, CO 80237Phone: 303-779-12340.3 miles away

Hilton Garden Inn Denver Tech Center7675 E. Union AveDenver, CO 80237Phone: 303-770-42000.6 miles away

Denver Marriott Tech Center4900 S. Syracuse StDenver, CO 80237Phone: 303-779-11000.7 miles away

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PLEASE REGISTER

EUCI Conference Center4601 DTC Blvd., B-100 Denver, CO 80237

SEE NEARBY HOTELS ON PAGE 4

CAPITAL PLANNING FOR GRID MODERNIZATIONApril 3, 2018: US $995, Early bird on or before March 16, 2018: US $895

EVENT LOCATION

Substitutions & CancellationsYour registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before March 2, 2018 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of course cancellation, EUCI’s liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800.

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