A National Town Meeting on demand response + smart grid

Beyond the Meter Workshop

Sponsored by



$495 – SEPA members
$595 – non-members

Date and Time:
Monday, July 11, 2016
9:00am-5:00pm (includes lunch and breaks)

Marriott Metro Center
775 12th St NW, Washington, DC


Join SEPA and Nest for a revealing and interactive look Beyond the Meter (BTM).

Smart energy devices with demand response, customer-sited solar, electric vehicles, storage and related technologies are fast becoming a huge factor in the consumer electricity landscape.

Accessibility and affordability mean a growing need for a more flexible and interactive grid.

If this sounds familiar, this one-day workshop is for you. Industry leaders investigate today’s tech-savvy consumer and the successful integration of BTM technologies. We’ll discuss new market structures, grid planning strategies, business models, and enabling technologies.

Gain knowledge from real world examples about the deployment of these technologies from utility and industry leaders that have successfully launched BTM programs.

More information available here.



9:00am – 9:15am

Welcome and Introductions

  • Tanuj Deora (SEPA)

9:15am – 10:15am

Beyond the Meter Technologies Overview

Academic overview followed by technology provider market update discussion focused on residential. Will include opening poll and technology interest poll.

  • Moderator: Erika Myers (SEPA)

  • Will Greene (Nest)

  • Matt Roberts (ESA)

  • Mike Waters (Chargepoint) – invited

10:15am – 11:15am

Understanding the Customer Perspective

This session will focus on residential customers by asking and answering – Why do customers invest in beyond the meter technologies? What are the drivers, barriers, and unmet needs of the customer?

  • Moderator: Nathan Shannon (SGCC)

  • Brian Hurst (ComEd)
  • Jennifer Potter (LBNL)

  • Elisabeth Merrick (Nest)

11:15am – 11:30am


11:30am – 12:30pm

New Beyond the Meter Business Models

This session will focus on program design by asking and answering – What new business models are evolving in residential markets? What role are other new market entrants playing? How can utilities collaborate with them?

  • Moderator: Jen Szaro (SEPA)

  • Bill LeBlanc (E Source)
  • Whitman Fulton (ConnectDER)

  • Caroline Choi (SCE) – invited

12:30pm – 1:30pm


1:30pm – 2:30pm

Evolving Retail and Wholesale Market Designs

How do market frameworks need to change to enable beyond the meter technology investment, deployment, and aggregation? What has already occurred and where are we headed?

  • Moderator: Christine Stearn (SEPA)

  • Jan Ahlen (NRECA)

  • Adje Mensah (A.F. Mensah)

  • Edward Cazalet (TeMIx, Inc)

2:30pm – 3:30pm

Technical Considerations: Distribution Integrated Resource Planning and IT

Ecosystems, platforms, and communication standards – what role should standards play?

  • Moderator: Michael Coddington (NREL) – invited

  • Seth Frader-Thompson (EnergyHub)

  • Zhihua Qu (University of Central Florida)
  • Sunil Cherian (Spirae)

3:30pm – 3:45pm


3:45pm – 4:45pm

Closing Interactive Session: Talking Through Solutions

  • Moderators: Jen Szaro (SEPA) and TBD (Nest)