Preliminary Agenda
Saturday, March 9
1PM – 5:30PM
Workshop Registration
2PM – 9PM
Exhibitor Move-in
4PM – 4:30PM
EEI NKAW Planning Group Meeting
4:30PM – 6:00PM
EEI Customer Advisory Group Meeting
Sunday, March 10
Networking Events: All attendees are encouraged to fly in on Saturday to take advantage of discounted airfares and to network with your
energy companies, customers, and others. Please note that a $140 charge will be assessed to event ‘no-shows’ that do not notify EEI of
cancellation by Wednesday, March 6.
9:30AM— 3PM
AEP-EEI Networking Brunch and Tours
Field Museum & Shedd Aquarium
Join host AEP and your colleagues for an exciting time in the wonderful city of Chicago. All preregistered attendees will be welcome to join us for a Sunday morning brunch at the Sheraton
Chicago Hotel & Towers. After our meal together, we will enjoy a very short bus ride to visit the
world famous Field Museum and Shedd Aquarium. Both of these amazing attractions rate
among the best that Chicago has to offer. Brunch will be served at 9:30 am. We will depart
from the hotel at 10:30 am and return at 2:30 pm.
11AM – 3PM
Constellation – EEI Networking Event: The Great Chicago IncrediBowl
Lucky Strikes
Leave the Taylor Mades at home and roll with the Constellation team for the inaugural
IncrediBowl at the nearby Lucky Strikes Lanes. All pre-registered attendees will be teamed-up
with their pin peers to determine who rules the alley while enjoying classic Chicago food and
refreshments. Check the box (in the registration area) early for space is limited.
8AM – 4PM
Exhibitor Move-in
1PM – 7:30PM
Workshop Registration
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4PM –5:15PM
Welcome to EEI - Newcomers Reception
All first time EEI Workshop attendees are invited to a laid back, get-to-know-everybody
“freshman” reception hosted by the EEI Customer Advisory Group and planning group members
of the National Key Accounts Workshop. At 5:00 p.m., the newcomers will be invited to get a
sneak-peak of the EEI Energy Marketplace exhibit hall.
5:15PM – 7:30PM
Opening Reception in the Energy Marketplace
The Workshop kicks-off in Energy Marketplace. Please come early to network and view the
exhibits. Enter your name in the raffle prize drawing – you must be present to win.
Monday, March 11
7AM – 2PM
Workshop Registration
7:11AM – 8:20AM
Newcomers Orientation Breakfast: Getting the Most Out EEI
With a deeper understanding of the EEI network, the National Key Accounts Workshop will be
an enjoyable, productive experience for you. This breakfast meeting will introduce you to the
Edison Electric Institute and its National Key Accounts program. Fellow customers and utility
account executives will discuss how to make the most out of this unique business opportunity
and provide insight on customer meeting expectations of utilities and vendors. Breakfast
begins promptly at 7:11 a.m. (New Workshop attendees only please)
Bob Valair, Director, Energy & Environmental Services, Staples, Inc.
Barry Mosser, National Account Manager, American Electric Power
Jacque McIlrath, Manager, National Customer Markets, EEI
7:30AM – 8:20AM
Networking Breakfast in Energy Marketplace
8:30AM
Workshop Kick-Off
Steve Kiesner, Director, National Customer Markets, Edison Electric Institute
EEI Executive Keynote Address
Charles A. Schrock, Chairman, President & Chief Executive Officer, Integrys Energy Group
Break
Customer Perspectives on the Changing Electric Industry
Two of the country’s largest national accounts organizations will share their thoughts on the
emerging electric industry environment and what will be expected of their energy partners.
Denis E. George, Corporate Energy Manager, The Kroger Company
David Ozment, Senior Director, Energy, Wal-Mart
Joel Gilbert, Chief Software Officer, Apogee (moderator)
Challenges and Opportunities that Impact EEI Members and their National Key
Accounts Customers
Rick Tempchin, Executive Director, Edison Electric Institute
What Other Markets in the World Can Tell Us About the Future of Energy in the
U.S.
Pierre A. Fossner, PhD., Toronto University
A world-renowned leader in energy markets will share thought provoking perspectives on the
rapidly changing world of electricity.
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12:30PM – 2:30PM
Networking Lunch in the Energy Marketplace
Enjoy lunch while you learn about the latest energy saving technologies, products and services,
including load management solutions, renewables and commodities, lighting, and controls,
billing and payment options, and much more. Don’t forget to enter your name in the raffle prize
drawing – you must be present to win.
2:30PM – 4PM
Customer Caucuses
The following concurrent sessions provide an opportunity for customers to “talk-shop”, network
and share non-competitive energy related information with peers. With the exception of the
Federal Government session, attendance to all customer break-outs is limited to Customers only
(No Customer-Agents please.)
National Accounts Customer Supply Related Issues
Leader: Andy Perrin, Energy Manager, TJX Companies
Facilitators:
Greg Read, Account Executive, Duke Energy
Ellis Adger, National Accounts Manager, Florida Power & Light
Big Box Demand-Side Issues
Leader: Margaret Manning, AVP Property and Energy Management, TJX Companies
Facilitators:
Janet Booker, Account Executive, Southern Company
Bob Mayo, National Accounts Manager, Entergy
Data Centers/Colocation Facilities
Leader: Todd Masters, Director of Power and Energy, Digital Realty (invited)
Facilitators:
Keith Bass, Director, Sales, Ecova
Jacque McIlrath, Manager, National Customer Markets, EEI
Specialty Retail/Small Box
Leaders:
Theresa Perry, Energy Analyst, Advance Auto Parts
Matt Smith, Manager of Energy Services, Limited Brands
Facilitators:
Marge Howell, Senior National Account Executive, Northeast Utilities
Ann Carey, National Accounts Executive, Avista Corporation
Grocery & Convenience Stores
Tour of nearby former historic bank that was recently converted into a Walgreens store. The
store features an extensive collection of innovative technologies, architecture, and offers
products and services unexpected from a drugstore.
Leader: Dan Garneau, Regional Manager Development, Asset Development, Walgreens
Facilitators:
Jennifer Pouttu, Account Manager, DTE Energy
Darren Kelsey, Manager of Targeted & National Accounts, AEP
Food Service/Restaurants
Leader: Gregory D. Tomsick, Senior Director – Transportation, Distribution & Energy, Boston
Market Corporation(invited)
Facilitators:
Lisa Batipps, Sr. Account Executive, PECO
Chris Smith, Account Executive, Southern Company
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Property Management-Commercial Real Estate
Leader: Joyce S. Mihalik, Vice President, Energy Services, Forest City Enterprises (invited)
Facilitators:
Christine Nevin, Director, Business & Media Relations, ConEdison Solutions
Bob Kinscherf, Vice President, Major Accounts , Constellation
Lodging/Hospitality
Leader: Larry Fichuk, Director of Utilities and Sustainability, Extended Stay America
Facilitators:
Cindy Verner, Account Executive, Southern, Company
Patricia Helmer, Business Account Manager, Puget Sound Energy
Federal Government
Leaders:
Ed Anderson, Federal Accounts Manager, Florida Power and Light
John Nelson, Defense Logistics Agency–Energy
David McAndrew, FEMP Program Manager, U.S. Department of Energy
2:30PM – 4:15PM
Utility Issues Roundtable
A roundtable discussion of common key accounts management concerns and emerging issues
that utilities share.
Facilitators:
Judy Corrigan, Key Account Executive, Xcel Energy
Charlene Booth, Major Accounts Manager, NV Energy
Melissa Clark, Strategic Account Manager, Pacific Gas & Electric
Jennifer Culhane, Key Account Manager, Dominion
Barry Mosser, National Accounts Manager, American Electric Power
4:15PM – 5:45
Customer Meet-n-Greet
Each customer organization hosts a table. This event is an excellent opportunity to convey your
company’s individual energy needs to the industry. Customers are strongly encouraged to bring
information that they wish to share about their company, such as:
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Who’s who within the organization
Corporate energy goals
The number of stores being built and/or retrofitted
Store location lists and growth projections
Annual reports
Utility “wish-list”
Please limit your time at each customer table to ONE MINUTE OR LESS.
A special thanks to PECO for sponsoring the customer appreciation prizes for participating
customers.
6PM – 10:30PM
Roaring 20’s Chicago – National Key Accounts Social Event
Join EEI and host Integrys for a night of mingling, dining, and all sorts of fun in Old Chicago at
one of the city’s hopping new attractions Carnivale. Attendees are encouraged to dress in their
best roaring 20’s attire.
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Tuesday, March 12
7:30AM – 2PM
Workshop Registration
7:30AM – 8:20AM
Networking Breakfast in Energy Marketplace
8:30AM
General Session
Jacque McIlrath, Manager, National Customer Markets, EEI
Key National Accounts Customer Issues & Opportunities in ComEd’s Service
Territory
Fidel Marquez Jr., Sr. Vice President, Legislative & External Affairs and Chief Governmental &
Community Relations Officer, Commonwealth Edison
Competitive Energy Markets – Lessons Learned from Illinois’ Experience
Dr. Phil O’Connor, President, PROactive Strategi-es
TBA, Illinois Public Power Authority
Menno Enters, Director, Energy and Sustainability, Walgreens (moderator)
Refreshment Break
Customer Address: Sears Holdings’ Energy and Sustainability Priorities
Paul Campbell, Director-Environmental Sustainability/Green Leadership at Sears Holdings
Corporation
Mike LeRoy, Director, Energy Management, Sears Holdings Corporation (invited)
The Latest from Washington and Other Energy and Economic Developments to
Take Back to the Office
Steve Rosenstock, Manager, Energy Solutions, EEI
12PM – 2PM
Networking Lunch in the Energy Marketplace
2PM – 3PM
Track 1 Breakouts – Open Sessions
Energy Supply Track #1:
Managing Risks in Today’s Competitive Energy Markets
Anyone purchasing electricity for their facilities needs to have a strategy identified and a plan to
properly manage energy commodity risk. This can only be done through a well-defined risk
policy and a strategic objective. Learn from fellow national key account customers in this panel
discussion on managing risk as you procure energy in markets across the country. Understand
what should you consider, how to quantify risk and how to manage risk. Please bring your
experience, ideas and questions to share in this interactive panel discussion.
Dan Rowe, US Energy Supply Manager, McDonald
Additional Speakers TBA
Christine Nevin, Director, Business & Media Relations, ConEdison Solutions (moderator)
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Managing Utilities Track #1:
Getting a Grip on Utility Incentives Within Your Organization
Without question, there is a growing amount of incentive programs throughout the country.
But with very limited human capital and a million other things to do; what should customers
consider when developing a strategic plan to optimize rebate opportunities? How do you figure
out where to put your eggs to get the most bang for the buck?
Steve DePalo, Director of Energy, McDonalds Corporation
Howard Spellman, Executive Vice President, Coleman-Hines
David D. Sergeant, Project Manager, Energy, jcpenney (moderator)
Customer Technologies Track #1:
Optimizing What’s on Your Roof: DoE’s RTU Challenge
Rooftop unites (RTUs) are used in nearly half of all cooling conditioned commercial floor space in
the United States. RTUs built according to the new specifications are expected to reduce energy
use by as much as 50% compared to the current ASHRAE 90.1 standard, depending on location
and facility type. Nationwide, if all 10-20 ton commercial units were replaced with units built to
this new specification, businesses would save about $1 billion each year in energy costs.
Thomas S. Weaver, P.E., President, Conservation Mechanical Systems, Inc.
Art Justice, Director of Energy, Cinemark USA, Inc. (moderator)
Sustainability Track #1:
Building the Winning Case Internally for Energy and Sustainability Capital Projects
John J. Lembo, CEA, LEED, AP, Vice President, TRC Solutions (invited)
Melissa Clark, Strategic Account Manager, Pacific Gas & Electric (moderator)
Fundamentals of Energy Track #1:
Energy Management 101
Representatives from Walgreens and AEP will share their personal experience and ideas for a
common sense approach to managing energy at multi-site locations. Topics include: engaging
with your utilities and how they can help you save money, understanding rate options, outage
planning from A-Z, energy procurement, techniques of usage analysis, new technologies,
benchmarking, efficiently utilizing resources for data, combining your energy data, utility
rebates and incentives, capital investments to implement and achieve your energy reduction
goals, reliability issues, utility relationship programs, and much more.
Mike Colwell, Senior Manager Energy & Utilities, Walgreens Co.
Barry Mosser, National Account Manager, AEP
Janet Booker Account Manager, Southern Company (moderator)
3:15PM – 4:15PM
Track #2 Breakouts – Open Sessions
Supply Track #2:
The Changing Use of Natural Gas and What It Could Mean to Your Operations
Thanks in large part to the abundance of low cost natural gas, improvements in operational
efficiencies, environmental challenges facing electricity generation fleets, and other factors;
there has been a significant mitigation toward natural gas as a baseload fuel source. Moving
forward how will this phenomenon likely impact energy policies as well as the way you
strategize your energy priorities?
Lola Infante, PhD, Director, Generation Fuels and Market, EEI
Marge Howell, Senior National Account Executive, Northeast Utilities (moderator)
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Managing Utilities Track #2:
Maximizing Enterprise Energy Management Systems (EEMS) in a Smart Grid World
Managing the complexities of collecting data from the many incongruent sources and then
putting it in a useable form to maximize operational efficiencies within a facility has been made
easier with advancements EEMS over the years. EEMS’ have proven to be an ideal platform for
data collection and warehousing, monitoring and diagnostic capabilities and much more. But
looking beyond the meter and at an increasingly “smarter,” more responsive commercial grid,
what’s store for customers that have EEMS capabilities?
Neal Sivie, Senior Project Manager, Energy Management Systems, jcpenney
Andrew Singer, Senior Vice President, Major Accounts, Constellation
Bob Kinscherf, Vice President, Major Accounts , Constellation (moderator)
Customer Technologies Track #2:
Walgreens’ Approach to Maximizing Lighting Efficiency
Tracy Whitaker, Lighting & Renewable Resources Manager, Walgreens
Chris Smith, Account Manager, Southern Company (moderator)
Sustainability Track #2:
Renewable Incentives and Policies: Managing The Uncertainty
This session will explore the policies, economics, and other significant issues associated with
developing green projects. It should help you make better sense of the very fluid market and the
competitive factors of sustainability so you can develop strategies accordingly.
Brad Ouderkirk, Director, Solutions Engineer, Ecova
Judy Corrigan, Key Accounts Executive, Xcel Energy (moderator)
4:30PM – 5:45
Business Card Exchange
Both customers and utilities consistently rank this session as one of the most valuable parts of
the EEI National Key Accounts Workshop. Representatives from each utility distribution
company and EEI members will host a designated table for all customers to visit. Utilities are
encouraged to start setting up your assigned tables at 4:15pm. The theme is “anything
Chicago.” FIRST THIRTY MINUTES ARE FOR CUSTOMERS ONLY PLEASE. At 5:15pm, all registered
attendees are welcome to visit the tables.
5:45PM – 7:15PM
Customer Appreciation Reception in the Energy Marketplace
7:30PM – 10PM
Exhibitor Move-out
Wednesday, March 13
7:30AM – 8:30AM
Breakfast in Ballroom
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8:30AM
General Session
Customer and Utility Lessons Learned by Hurricane Sandy
A behind the scenes look at what happened before, during, and after the devastating storm as
told by customer managers from impacted utilities as well as customers that manage their
storm emergency responses. Each panelist will also share their perspectives for improving
utility-customer communications (and other vital necessities) during such events.
Deb James, Director of Energy Strategy, Wal-Mart Stores, Inc.(invited)
Andy Thompson, Senior Manager, Facilities, Walgreens
Lisa Batipps, Sr. Account Manager, PECO
Marge Howell, Senior National Account Executive, Northeast Utilities
Peter Meloro, Section Manager, ConEdison (invited)
Bob, Mayo, Manager, National Accounts, Entergy (moderator)
Breakouts
Innovative Technologies for Your Distribution Centers and Corporate Fleets
Discover solutions for your off-road equipment in your distribution centers and fleets to fight
high rising fuel costs, mitigate emissions, and improve operational efficiencies.
Becky Harsh, Director, Retail Energy Policy, EEI
Energy Buying 101
Learn the basics of electric procurement in the marketplace. This session is designed for the
novice in the electric procurement arena where you will gain an understanding of the basics of
deregulation, how to understand and identify market opportunities, and taking the first steps in
developing your initial procurement strategy.
Samuel R. Wolfe, Sr Consultant, FirstEnergy Solutions
Christine Nevin, Director, Business & Media Relations, ConEdison Solutions(moderator)
10:30 AM
Dance Card Networking Hour
Didn’t have enough time to meet with that one person you were meaning to catch at EEI
NKAW? Well, we have dedicated this hour to do just that. Look for more information on EEI’s
app (coming soon) to learn how you can arrange a meeting with a fellow meeting attendee.
11:30 AM – 1:30 PM
Data Center Tour
Digital Realty’s Lakeside Technology Center
Digital Realty has graciously arranged for all interested workshop attendees a tour of one of the
biggest data centers in the world and Chicago’s 2nd largest power consumer behind O’Hare
Airport — the Lakeside Technology Center. The 1.1 million square foot multi-tenant data center
hub owned by Digital Realty Trust is one of the world’s largest carrier hotels and the nerve
center for Chicago’s commodity markets. Originally developed to house the printing presses for
the Yellow Book and Sears Catalog, the building was converted to telecom use in 1999. Box
lunches will be served upon departure. Please sign up for this tour as you register for the overall
conference.
Adjourn
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