cub · 2017. 10. 18. · welcome dear energy sector colleagues, welcome to the 7th annual cub...

36
October 13, 2017 Downtown Hilton Portland, Oregon #CUBCon17 www.oregoncub.org/cubcon17 CUB has received 5.0 CLE credits for this conference from the OR State Bar, and accreditation is pending from the WA State Bar. Attorneys seeking CLE credits must sign the CLE sign-in forms during both the morning and afternoon sessions. CUB Policy Conference Friday October 13, 2017 Utility Regulation 2.0 Empowering What’s Possible

Upload: others

Post on 17-Sep-2020

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

October 13, 2017

Downtown HiltonPortland, Oregon

#CUBCon17

www.oregoncub.org/cubcon17

CUB has received 5.0 CLE credits for this conference from the OR State Bar, and accreditation is pending from the WA State Bar. Attorneys seeking CLE credits must sign the CLE sign-in

forms during both the morning and afternoon sessions.

CUBPolicyConference

Friday October 13, 2017

Utility Regulation 2.0Empowering What’s Possible

Page 2: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

WELCOMEDear Energy Sector Colleagues,

Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible. Thanks for being here to grapple with the realities of effectively and equitably moving toward real change in our energy production and distribution.

It would be fair to say that we are experiencing a paradigm shift in the energy industry, and the decisions we are making now will strongly affect the way we do energy. It is my hope we can use this conference to discuss the steps that will allow us to create 21st Century utilities. And while we won’t all agree on the answers, we may find agreement on the questions we need to consider.

I want to recognize our generous sponsors, whose logos you will find on the back cover. I am grateful to these sponsors for helping to make the CUB Policy Conference a premier event. Their willingness to help underwrite this conference is a powerful testament to Oregon’s commitment to finding answers through collaboration.

I am also appreciative to all of you who are speaking, as well as to those of you attending today. Thanks for taking time out of your busy schedules to participate in the audience, on panels, or as keynotes. Your collective interest, inquiry, and expertise add so much to this important conversation.

And I must acknowledge what a pleasure it is have Senator Lee Byer as our Consumer Champion award winner and mid-day keynote speaker. I have had the honor of working with Senator Beyer in one capacity or another for almost 20 years. His passion for and commitment to good energy policy, even when he faces difficult push-back (see his bio on the inside back page in this booklet) makes him, in my estimation, a true consumer champion and community hero.

Finally, a big shout-out to the CUB staff for all of their efforts in making today’s conference a success. From the Development/Communication and support staff who facilitate the event - to the program staff who moderate the panels, it is a truly collaborative endeavor.

So I hope you have come today with an open mind, and that you leave with some sense of the direction we must take. We face both challenges and opportunities in the energy industry. Ideally we can walk away from these conversations with a commitment to working together to create the future.

Warm regards,

Bob Jenks,

Executive DirectorOregon CUB

Page 3: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

1

Table of ContentsTable of Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Speakers and Panelists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Conference Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Panels and Presentations:

Opening Keynote by Bob Jenks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

The View From the Top: A Conversation With NW Utility CEOs . . . . . . . . . . . . . . . 20

Equitable Energy Policy: What Does Fair & Just Have To Do With It? . . . . . . . . . . . 22

Is There A Happy Medium: Long Term Rate-Base Vs. Short Term Markets . . . . . . . . 23

Consumer Champion Award and Midday Keynote . . . . . . . . . . . . . . . . . . . . . . . 24

Going For 100%: Local Government Actions Beyond State Carbon Reduction Goals . . . . 26

Energy Yoga: How Do We Make The Grid More Flexible? . . . . . . . . . . . . . . . . . . 27

Benefit Or Burden: EV Peak Load And Flexibility . . . . . . . . . . . . . . . . . . . . . . . 28

The Art Of The Choice: What Happens When Customers Choose? . . . . . . . . . . . . 29

Closing Keynote by Lisa Hardie . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

CUB Board of Governors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Consumer Champion Award Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Supplemental Reading Materials Can Be Found Online At www.oregoncub.org/cubcon17

Save the Date: The 8th Annual CUB Policy Conference will take place on Friday October 12, 2018 at the Downtown Portland Hilton.

Page 4: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

2

Speakers and Panelists

Franco AlbiManager, Integrated Resource Planning - Portland General Electric

Franco Albi is the Manager of Integrated Resource Planning at Portland General Electric. His team focuses on building stakeholder trust and working with customers to provide the best resource portfolio for delivering clean energy safely, reliably, and affordably. Mr. Albi has been working in the energy industry for over 15 years leading development and implementation of sustainable resources. He received his Master’s degree in Civil Engineering from Portland State University, an MBA from Marylhurst University, and is a registered Professional Engineer.

Darrel AndersonPresident and CEO - Idaho Power

Darrel Anderson, President and Chief Executive Officer (CEO) of IDACORP and Idaho Power, assumed these roles in May 2014 and January 2014, respectively. He was appointed to the IDACORP and Idaho Power boards of directors in September 2013. In connection with this appointment, he refocused a portion of his time and attention to a number of Idaho Power’s operational matters and strategic, policy and governance elements.

Anderson began working for Idaho Power in 1996 and for IDACORP since its inception in 1998. Since then his positions with the company have included controller, vice president of finance, treasurer, chief financial officer, senior vice president and executive vice president of Administration.

Anderson graduated from Oregon State University with a Bachelor of Science in accounting and finance and completed the Harvard Graduate School of Business Advanced Management Program. He is a licensed Certified Public Accountant (CPA) in Oregon (retired).

Anderson serves on the boards of the St. Alphonsus Health System and the Women’s and Children’s Alliance.

Rick AdairNews Editor - Energy NewsData’s Clearing Up

Rick Adair has been covering Northwest energy policy since 2003, when he joined Energy NewsData as news editor for Clearing Up. His prior experience includes covering the utility, science and environment beats of a newspaper at Lake Tahoe. Before turning to journalism, Rick earned geophysics degrees from the University of California at Berkeley (B.A.) and at San Diego (Ph.D.). His subsequent research and engineering work touched on earthquakes, geothermal prospects, oil/gas hydraulic fracturing, advanced sonar, and processing Mars and lunar images. This work also included assessing the hazards that

earthquakes might pose for a high-level civilian nuclear-waste repository proposed for the Hanford Reservation.

Page 5: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

3

David AndersonPresident and CEO - NW Natural

Mr. Anderson is NW Natural’s President and Chief Executive Officer. Mr. Anderson previously served as President and Chief Operating Officer, Executive Vice President of Operations and Regulation, and as Senior Vice President and Chief Financial Officer. Before joining NW Natural, Mr. Anderson was Senior Vice President and Chief Financial Officer at TXU Gas. He previously held executive positions within TXU Corporation including Senior Vice President and Chief Accounting Officer, and Vice President of Investor Relations and Shareholder Services.

Mr. Anderson is a director on the NW Natural, the American Gas Association, and Portland State University (PSU) Foundation Boards. He also serves on the American Gas Foundation Board of Trustees and is the co-chair of the Carbon Policy Task Force, the Oregon Business Council, Greater Portland Inc., Portland Business Alliance, and is a member of SOLVE’s Founders’ Circle. He is a past board member of the Northwest Gas Association, a past president of Oregon Partnership (Lines for Life) and is past chair of the American Gas Association (AGA) Finance Committee and the AGA Fiscal and Tax Committee. Mr. Anderson is also past chair of Associated Oregon Industries (AOI) Fiscal Policy Committee, PSU Foundation Investment Committee, and a past advisory board member for PSU School of Business and Oregon Department of Education Business Advisory Team. Mr. Anderson holds a BBA in Accounting from Texas Tech University and is a CPA (ret.) and CGMA.

Sam BarasoSenior Policy Analyst - Multnomah County Office of Sustainability

Sam works as a senior policy analyst in Multnomah County’s Office of Sustainability. While his main efforts revolve around the development of the County’s Commercial Property Assessed Clean Energy program, known as PropertyFit Oregon, Sam also works on numerous sustainability policies with a focus on creating benefit for low-income and communities of color. Sam serves on various boards including the Oregon Environmental Quality Commission, the Portland Chapter of the Environmental Professionals of Color, and the Portland African American Leadership Forum. Whether through access

to green jobs, lower energy bills, building retrofits, or the forests in our backyards, Sam is constantly looking to ensure access to all.

Max BaumhefnerAttorney, Clean Vehicles and Fuels, Energy and Transportation Program - Natural Resources Defense Council

Max Baumhefner works to make our nation’s cars, trucks, and buses zero emission vehicles. He focuses on electrifying the transportation sector in a manner that also accelerates the transition to a smarter, more affordable electric grid powered by renewable resources. He holds a bachelor’s degree in history from Pomona College and a JD from the University of California, Berkeley. He is based in San Francisco.

Page 6: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

4

Bill EdmondsDirector of Enviromental Management and Sustainability - NW Natural

Bill is the Director of Environmental Management & Sustainability at NW Natural. In his current position he oversees a team that takes up current environmental compliance challenges and manages customer programs that touch the environment. He’s recently taken on the challenge of helping the company develop new, innovative efforts to reduce overall greenhouse gases emissions.

Prior to working at NW Natural, Bill has been in the electric sector, worked as an environmental consultant and served as a staff member at the California Public Utilities Commission.

Bill currently serves as a member of the Board for the Community Cycling Center. He is a past board member of the Oregon Environmental Council, Earth Advantage and The Climate Trust.

Bill has a degree in Political Science from Williams College and a Masters in Public Policy from UC Berkeley.

Juan Pablo Carvallo BodelonSenior Scientific Engineering Associate – Electricity Markets and Policy Group, Lawrence Berkeley National Laboratory

Mr. Carvallo is a Scientific Engineering Associate in the Electricity Markets and Policy Group at Lawrence Berkeley National Laboratory. His research areas at the lab focus on policy, economic, and financial aspects of the U.S. ESCO industry. His research program also includes regional resource planning, regulatory design for planning and investment in electricity markets, and environmental/alternative energy policy. Mr. Carvallo holds an M.S. in Energy and Resources from the University of California, Berkeley, as

well as P.E. and B.S. degrees in Electronics Engineering from Universidad Técnica Federico Santa Maria, Chile. He is currently pursuing his Ph.D. in Energy and Resources under the supervision of Dr. Daniel M. Kammen.

Stefan BirdPresident and CEO - Pacific Power

Stefan Bird is president and CEO of Pacific Power, a division of PacifiCorp. For more than 100 years, Pacific Power has been delivering safe, reliable and affordable energy to 740,000 customers in 243 communities across Oregon, Washington and California. Among several PacifiCorp core operations, Bird’s oversight includes the optimization of its vast transmission system – one of the largest in the nation.

Since joining in 2007, Bird has led PacifiCorp’s transition to a cleaner, more resilient and affordable energy future. Under his leadership, the company has added over 3,000 megawatts of owned and contracted renewable capacity, making it the nation’s second largest owner of wind energy resources among regulated utilities. Bird championed the company’s partnership with the California ISO to implement a new energy market that is transforming the western U.S. grid. He also is leading the installation of a new smart meter network in Oregon and PacifiCorp’s Energy Vision 2020 initiative, the largest investment in the company’s history designed to upgrade its existing renewable resources and add cost-effective new renewables and transmission to deliver broad customer benefits.

Previously, Bird was senior vice president, commercial and trading for PacifiCorp; president and CEO of CalEnergy Generation U.S.; vice president, development and acquisitions for what is now Berkshire Hathaway Energy; and various other energy and financial sector positions across the United States, Europe, Mexico and South America.

Bird serves as a director on the Oregon Business Council, director of PacifiCorp and director of the PacifiCorp Foundation. He holds a Bachelor of Science in mechanical engineering from Kansas State University.

Page 7: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

5

Jason EisdorferUtility Program Director - Oregon Public Utility Commission

Jason Eisdorfer has served as the Utility Program Director of the Oregon Public Utility Commission since 2012. He oversees a staff of analysts, economists and policy experts and provides direction to formulate policies, recommendations, and practices regarding the regulation of investor-owned electricity, natural gas, water and telecommunications utilities. He ensures that program staff considers the balances between consumer interests, shareholder interests, and state policy. He advises the Commissioners on policies and issues concerning utility regulation and evolving industry structures. He oversees the

administrative affairs of the Utility Program and its biennial budget in excess of $8 million.

Previously Eisdorfer was the Interim Director of Strategy Integration at the Bonneville Power Administration, a federal Power Marketing Administration, and before that he served as BPA’s Greenhouse Gas Policy Advisor. In this role he served as the senior advisor to the agency on policies and programs related to climate change.

Eisdorfer served as legal counsel and energy program director of the Citizens’ Utility Board of Oregon for 13 years. He acted as legal representative for all organizational activities on behalf of residential utility customers of investor-owned electricity, natural gas and telecommunications utilities in Oregon before state and federal agencies and state courts.

He has co-authored state legislation related to climate change and to electric utility restructuring and operations, including the electricity restructuring law in 1999, and the Oregon Renewable Energy Act and the Climate Change Integration Act, both of 2007, and more recently he has advised on additional state legislation concerning storage technology pilots and natural gas utility carbon reduction programs. He has served on numerous boards and is the Governor’s appointee to the Northwest Energy Efficiency Alliance Board of Directors.

Eisdorfer is an adjunct professor of law since 2008 at the University of Oregon School of Law and the Northwestern School of Law at Lewis and Clark College, teaching classes on energy law and climate change law and policy. He is a graduate of the University of Chicago and he received his law degree from the University of Oregon.

Ingrid FishPolicy & Research Analyst, Bureau of Planning and Sustainability, City of Portland

Ingrid serves as the City of Portland’s Electric Vehicle (EV) Policy Lead. She managed the City’s EV Strategy update process and coordinates with stakeholders to implement EV related Climate Action Plan (CAP) and EV Strategy actions. Ingrid develops strategic policy direction to increase EV use, increase publicly accessible EV infrastructure and decrease barriers to EV uptake. She participates in team efforts to apply an equity lens to the City’s climate action and climate preparation plans to ensure actions support equitable community outcomes. Ingrid worked on a team to manage the CAP update process and develop

the City’s first Climate Change Preparation Plan. Ingrid has thirteen years of experience working for the City of Portland. Prior to working for the Bureau of Planning and Sustainability, she worked for Portland Mayor Tom Potter and the City Budget Office.

Ben Fitch-FleischmannSenior Economist, Ecosystem Research Group, LLC

Ben Fitch-Fleischmann is Senior Economist with Ecosystem Research Group. He was previously a Senior Economist in the Energy Resources and Planning Division of the Oregon PUC where he worked on load forecasting, integrated resource planning, and the competitive bidding process. He has also been a consultant to the US Department of Energy, the Environmental Protection Agency, and the Mozambican Ministry of Health. Ben received his bachelor’s degree from Claremont McKenna College and earned his Ph.D. at the University of Oregon.

Page 8: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

6

Mike GoetzStaff Attorney - Oregon Citizens’ Utility Board

Mike joined CUB as a Staff Attorney in February 2016, and is excited to have the opportunity to represent the interests and values of residential ratepayers in his chosen home state of Oregon. In his practice, Mike works on energy and telecommunications law and policy on behalf of residential Oregonians in legal proceedings before the Oregon Public Utility Commission, state, and federal courts.

A native of the Chicago area, Mike moved to the Pacific Northwest to attend the University Of Oregon School Of Law, graduating with a J.D. and a certificate of completion in Environmental and Natural Resources Law. He is a member of the Oregon State Bar. After law school, Mike completed an Energy Law & Policy Fellowship through the University of Oregon, which built his desire to work as a public interest energy advocate. Prior to joining CUB, Mike worked as a law clerk and attorney at several public interest non-profit organizations, as a contract attorney for a Portland-based environmental attorney, and as an associate attorney at a plaintiff ’s side civil litigation firm.

When not at CUB, Mike enjoys hiking, backpacking, rock climbing, mountain biking, and honing his amateur backcountry skiing and mountaineering skills while finding balance and an appreciation for the urban lifestyle that Portland provides.

Wendy GerlitzPolicy Director, NW Energy Coalition

Wendy Gerlitz is Policy Director at the NW Energy Coalition. She leads the organization’s policy endeavors across Oregon, Washington, Idaho and Montana and works to promote clean energy on a regional level at the Bonneville Power Administration and the NW Power and Conservation Council. Prior to joining the Coalition, Wendy worked as a policy analyst for Sustainable Northwest focusing on federal land management and rural economic development issues. She also worked for Portland General Electric in the areas of greenhouse gas reporting and corporate footprint monitoring. Her work with the

Columbia River Intertribal Fish Commission provided her with a deep appreciation for the importance of water, salmon and clean energy in our region.

Wendy has also worked as a management planner in local community development and conservation in Central America. She holds a B.A. in Political Science and Environmental Studies from the University of Wisconsin and a master’s degree from the Yale School of Forestry.

For fun, Wendy enjoys hiking, biking and exploring Portland’s wonderful farmers markets with her family.

Will GehrkeEconomist, Oregon Citizens’ Utility Board

Will Gehrke joined CUB as a Economist in August 2017. Prior to joining CUB, Will was an Economist at the Florida Department of Revenue. He also has previously worked as a Public Utility Analyst at the Florida Public Service Commission.

Will grew up on a tropical plant nursery in Miami, Florida. He has a master’s degree in Applied Economics from Florida State University. In his spare time, Will enjoys backpacking, camping, and

gardening. Will has hiked a significant portion of the Appalachian Trail and is now planning on tackling the Pacific Crest Trail.

Page 9: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

7

Lisa HardieChair - Oregon Public Utility Commission

Lisa Hardie was appointed to the Oregon Public Utility Commission in June 2016 by Oregon Governor Kate Brown. Commissioner Hardie has almost twenty years of experience as an energy attorney, including serving as an Administrative Law Judge at the Oregon PUC from 2008-2013. Prior to her appointment to the Oregon PUC, she worked as an energy attorney at Troutman Sanders LLP, where she represented clients from many sectors of the energy industry. She also worked at the law firm of Heller Ehrman, LLP, from 2003-2008, where she worked with the California Parties in coordination with the California

Attorney General’s in the aftermath of the California energy crisis. She has represented clients before the OPUC, the Washington Utilities and Transportation Commission, the Texas Public Utility Commission, Bonneville Power Administration, the Federal Energy Regulatory Commission, and various state and federal trial and appellate courts. Hardie is an active member of the Oregon State Bar, including its Energy, Telecom, and Utility Section. Chair Hardie has a JD (with honors) from the University of Texas Law School and a BA (Liberal Arts Honor Program), also from the University of Texas.

Representative Ken HelmOregon House District 34 - West Hills

Ken Helm is the State Representative for Oregon House District 34, including the City of Beaverton and the neighborhoods of West Haven, Cedar Hills, and Rock Creek. Among his legislative duties, he serves as the Chair of the House Committee on Energy and Environment and as a member of the Committee on Economic Development and Trade and the Ways and Means Subcommittee on Natural Resources. Representative Helm earned a Juris Doctorate from Willamette University College of Law and built a robust practice in land use law prior to joining the Legislature.

Alan HipólitoExecutive Director, Verde

Alan Hipólito is executive director of Verde, a nonprofit based in NE Portland’s Cully Neighborhood. Per its mission statement, “Verde serves communities by building environmental wealth through social enterprise, outreach and advocacy.” Alan was born in New Orleans, Louisiana, USA. His father is from Tamazunchale, San Luis Potosí, México, and his mother is from New Orleans.

Bob JenksExecutive Director - Oregon Citizens’ Utility Board

Bob Jenks is the Executive Director of CUB. Bob started working for CUB in 1991, and has participated in nearly every major Oregon Public Utility Commission case since that time, including dozens of cases dealing with utility mergers, rates, resource planning, and climate change. He also regularly represents ratepayers before the Oregon Legislature and at regional forums.

Bob played a significant role in the analysis and decision to close the Boardman coal-fired power plant, and worked closely with PGE and other partners to put together the agreement that is now known as the Clean Electricity and Coal Transition Act.

Bob sits on the boards of the Northwest Energy Efficiency Alliance, the Environment Oregon Research & Policy Center, and is the Oregon representative of the National Association of State Utility Consumer Advocates (NASUCA). Bob is a native Oregonian, and has an economics degree from Willamette University.

Page 10: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

8

Elliot MainzerAdministrator - Bonneville Power Administration

Elliot Mainzer was named Administrator in January 2014 but had served as Acting Administrator since July 2013. In that role, he is responsible for managing the nonprofit federal agency that markets carbon-free power from Columbia River hydroelectric dams and the region’s one nuclear plant. BPA also operates most of the high-voltage power grid across the Pacific Northwest, distributing wind and other energy to the region and beyond.

From February to July of 2013, Mainzer served as BPA’s acting deputy administrator, responsible for Finance, Strategy, Legal, Public Affairs, Risk Management, Compliance, Governance and Internal Audit functions. He also served as the principal policy and strategy adviser to the BPA administrator.

Etta LockeyVice President, Regulation, Pacific Power

As vice president of regulation for Pacific Power, Ms. Lockey is responsible for regulatory affairs, regulatory strategy, and discovery activities for Pacific Power in California, Oregon and Washington. She is also responsible for all day-to-day activities, filings, tariffs, policy development, and relationships with the state regulatory commissions in these three states and with other external stakeholder groups. Previously, Ms. Lockey was a senior attorney with PacifiCorp, providing legal counsel on development, implementation, and administration of programs related to renewable energy, customer generation,

greenhouse gas emissions, and customer choice options. Ms. Lockey earned a law degree from Northwestern School of Law of Lewis and Clark College. Before joining PacifiCorp in 2013, Ms. Lockey worked in private practice.

Maya KeltyRegulatory Affairs Manager, 3Degrees

As Regulatory Affairs Manager at 3Degrees, Maya supports the organization’s various business units on regulatory and legislative matters pertaining to renewable energy and carbon markets. Prior to joining 3Degrees, Maya was a Senior Analyst at Center for Resource Solutions. In this role, she supported on policy and governance, and worked closely with utilities across the Western US on managing Green-e certification of renewable energy offerings. Maya holds a BA (Honours) from McGill University and a MEnv from Concordia University (Montreal, Canada).

Liz JonesStaff Attorney - Oregon Citizens’ Utility Board

Liz joined CUB as staff attorney in September 2016. Prior to joining CUB, Liz was an Assistant Attorney General at the Minnesota AG’s office where she represented the Minnesota Public Utilities Commission in a wide variety of energy and telecommunications dockets. Liz also worked in tort and employment law with the AG’s office and clerked for a District Court Judge after graduating from Hamline law school.

When not at CUB, Liz enjoys camping, hiking, skiing, swimming and exploring the Pacific Northwest with her family. Having spent a number of years working and travelling in Asia and the Middle East, Liz is also very happy to swap traveler stories and hear about new places to add to her travel wish list. Liz also serves on the board of Renewable Northwest.

Page 11: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

9

Brendan McCarthyState Environmental Policy Manager - Portland General Electric

Brendan McCarthy is the state environmental policy manager with Portland General Electric. In that role he monitors issues and advocates for PGE in state legislative and regulatory contexts in Oregon, Montana and the Pacific Northwest. In Oregon, he lobbies for legislation and works implementing legislation during administrative rule development. He has been with PGE since March 2006. Prior to his current role, he worked for the Office of Legislative Counsel in the Oregon Legislative Assembly where he focused on the environmental and natural resources areas. He also has experience in local, state

and Congressional campaigns. He holds a BS from Penn State University and a JD from the Northwestern School of Law of Lewis and Clark College in Portland.

Lucy McKenzieManaging Consultant, Energy and Environmental Economics

Lucy McKenzie is a Managing Consultant at Energy and Environmental Economics (E3), where she focuses on the economics of distributed energy resources. Lucy has led work for utilities in Washington State, New York and California that quantified the benefits of electric vehicles to ratepayers, fleet managers and society, and the potential value of implementing smart charging measures. Collaborating with researchers at Lawrence Berkeley National Laboratory, Lucy recently assessed the potential value to the grid of advanced demand response and flexible-load resources in a high-renewables future. For

Pacific Gas and Electric, she built a model to identify optimal locations for public electric vehicle chargers and surveyed best practices for their siting. Lucy holds a Masters degree in Public Policy from the University of California, Berkeley, as well as Bachelors of Economics and Commerce (Finance and Accounting) from the University of Queensland in her home country of Australia.

Mainzer, who joined BPA in 2002, has held a variety of management positions within the agency’s Power, Transmission and Corporate organizations, including trading floor manager and manager of Transmission Policy and Strategy. Most recently, as executive vice president of Corporate Strategy, he led the agency’s strategic planning process and provided policy leadership and cross-agency coordination on renewables integration, market design, climate change and integrated planning.

He has provided leadership and coordination of significant regional initiatives, including the Northwest Wind Integration Action Plan in 2007 and the Northwest Power Pool Members’ Market Assessment and Coordination Initiative. Prior to joining BPA, Mainzer established and managed Enron’s Renewable Power Desk out of its offices in Portland, Ore.

Mainzer earned his bachelor’s degree in geography from the University of California, Berkeley. He has an MBA and Master of Environmental Studies degree from Yale University.

An avid hiker and amateur jazz saxophonist, he lives in Portland with his wife and twin sons.

Tim MillerCEO, Enhabit

Tim Miller’s 28 years in leadership and executive roles – spanning general management, strategy, sales, marketing, and operations – bring broad experience to his role as CEO of Enhabit, where he has served for nearly 6 years. In partnership with local and state governments, utilities, and contractors, the organization has helped over 6,000 families improve the efficiency, health, and stability of their homes.

Page 12: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

10

Andrew MillsResearch Scientist, Electricity Markets and Policy Group, Lawrence Berkeley National Laboratory

Andrew Mills is a Research Scientist in the Electricity Markets and Policy Group at Lawrence Berkeley National Laboratory. Andrew conducts research on the integration of variable generation into the electric power system, evaluating the costs, benefits, and institutional needs of renewable energy transmission and other supporting infrastructure. Andrew has a Ph.D. in Energy and Resources from UC Berkeley and a B.S. in Mechanical Engineering from the Illinois Institute of Technology.

Caroline MooreProject Manager, New Program Development, PacifiCorp

As Project Manager for New Program Development, Caroline works to bring new green options to market for Pacific Power customers. Caroline focuses on new opportunities for customers to go above and beyond with renewable energy, electric transportation, and other emerging technologies. Previously, she supported Pacific Power’s nationally recognized Blue Sky renewable energy program and managed the Blue Sky community grants program. Caroline has a BA in History and Political Science from Virginia Tech and an MPA from the University of Oregon, where she focused on climate and energy policy.

Samuel PastrickConsumer Advocate, Oregon Citizens’ Utility Board

As CUB’s Consumer Advocate and Membership Manager, Sam works on a range of energy and telecommunications policy issues confronting the Oregon legislature, Public Utility Commission, and City of Portland. He also oversees CUB’s membership campaigns.

Before joining CUB in 2014, he worked for the Portland-based nonprofit Community Energy Project on community-centered low-income weatherization, large-measure energy efficiency, and lead poisoning

prevention programs. Sam is a proud New England native, and has a Bachelors degree in Environmental Management & Policy from the University of Maine.

Sam spends his free time outside, or reading, or cooking, or getting way-too-worked-up about politics.

For the last 12 years Miller has been 100% focused on sustainability and energy, providing strategic consulting and filling key functions for over 30 clean-tech companies, non-profits, and agencies, along with launching his own clean-tech start-up. Previously, Miller helped grow Citysearch.com, a leading online city guide, including directing 13 Citysearch offices nationally as a Regional Vice President. He gained high-performance leadership experience through five years at Intel Corporation in marketing and product management.

Tim serves as Board President of Climate Solutions, the Northwest’s leading climate policy and advocacy organization, and on the Board of Forth, a non-profit advancing EV deployment in the Northwest.

Miller’s formal background includes an MBA with honors from Stanford University, and a BA with honors in Economics, also from Stanford.

Page 13: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

11

Sherrie PelsmaProgram Director, Community Energy Project

Sherrie grew up on the Oregon Coast and graduated from Portland State University in 2003 with a BS in Sociology. As Program Director for Community Energy Project (CEP), she is responsible for the development of new programs, and oversees Community Education service delivery, which provide DIY education on weatherization and lead poisoning prevention to over 1,000 households each year. This year she has led CEP’s involvement in solar, acting as an advisor to the PUC and stakeholders on low-income involvement with Community Solar under SB 1547. Sherrie has spent the last 15 years working in the

nonprofit world, and specializes in grassroots outreach, program design, and low-income community engagement.

Maria PopePresident and incoming CEO

On July 26, 2017, Maria Pope was appointed by PGE’s board of directors to succeed Jim Piro in the roles of president, CEO and member of the board. On Oct. 1, 2017, Pope took on the role of president, and on Jan. 1, 2018 she will also assume the roles of CEO and member of the board when Jim Piro officially retires.

Most recently, Pope served as senior vice president of Power Supply, Operations and Resource Strategy, overseeing PGE’s energy supply portfolio, operations — including wholesale power, fuels, marketing, trading and long-term resource strategy— and generation facilities, including 15 thermal, hydro and wind facilities.

Pope joined PGE in 2009 as senior vice president of finance, chief financial officer and treasurer. She served on PGE’s Board of Directors from 2006 to 2008. Prior to joining PGE, Pope was chief financial officer of Mentor Graphics Corporation and served in senior operating and finance positions within the forest products and consumer products industries. She began her career in banking with Morgan Stanley.

She was appointed by Oregon’s governor to chair the Oregon Health & Science University governing board and also serves on the board of Umpqua Holdings Corporation. She has previously served on several other U.S. and Canadian boards. Pope is an alumna of the Stanford Graduate School of Business and earned her bachelor’s degree from Georgetown University.

Representative Karin PowerOregon House District 41 - Milwaukie

Representative Karin Power was elected to office in November 2016. Prior to her election, she served as a Milwaukie City Councilor and chair of her neighborhood association. As a Lewis and Clark alumna with a background in environmental law, Rep. Power is the only member of the Oregon legislature on both House environmental policy committees and the Natural Resources budget committee. In her other job, Rep. Power is Associate General Counsel for The Freshwater Trust. Rep. Power is committed to progress for our environment, for stronger communities and better schools, and for equity and equality.

She understands how important it is to make our government more accessible, and champions equitable policies both for the Oregon we are today and for the generations yet to come. In addition to her work in the Oregon Legislature and at The Freshwater Trust, Rep. Power is a board member of the Oregon Food Bank and Planned Parenthood Advocates of Oregon. Rep. Power and her wife live in Milwaukie with their baby, four chickens, and two rescue dogs.

Page 14: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

12

J. Rachel ShimshakExecutive Director - Renewable Northwest

Rachel Shimshak has served as Executive Director of Renewable Northwest - a leading non-profit advocacy group - since its inception in 1994. Under her leadership, the organization has supported the implementation of more than 7,000 MW of wind, geothermal and solar resources in the Northwest. With Rachel at the helm, Renewable Northwest has grown to include over 60 member organizations working toward the shared mission of a clean energy future and a healthy economy, workforce and environment. Rachel has a rich history of leadership in the energy field; she has been chosen by Governors to serve

on numerous high-level committees. She has served on the boards of several non-profit, clean energy and educational organizations and has been recognized by an array of groups for her contributions to clean energy. She received the Green Power Leadership Award/Green Power Pioneer Award from the Environmental Protection Agency, United States Department of Energy and the Center for Resource Solutions and was recognized as Woman of the Year by Women of Wind Energy. Rachel is a graduate of the University of Oregon and is a native Oregonian.

Jeanette ShawDirector of Government Relations, Forth

Jeanette Shaw leads Forth’s multi-state and federal advocacy work. Jeanette is an experienced public policy advocate with an accomplished career in fast-paced high-tech environments, trade association and non-profit development and management, and government staff positions at the state, county, and city levels.

In addition to representing Forth, Jeanette serves as the Advocacy Committee Vice Chair for the Technology Association of Oregon (TAO) and serves on the Career and Technical Education

Revitalization Grant Advisory Committee for the Oregon Department of Education. Jeanette holds an Executive MBA from Stanford University and a Bachelor of Science degree in Political Science/Public Service from the University of California, Santa Barbara.

Paula PyronBoard President and Conference Emcee – Oregon Citizens’ Utility Board

Paula Pyron is a retired attorney who practiced energy law for the last thirty years with an emphasis in energy regulation and contract negotiation. Paula has lived in Oregon since 1991 and is currently a representative to the Board from the 2nd Congressional District. Other than a couple of years as in-house counsel at a natural gas pipeline, Paula was in private legal practice and most recently was the Executive Director of the Northwest Industrial Gas Users (“NWIGU”) from 2000 to 2012. NWIGU is a nonprofit association of 38 large end-users of natural gas with facilities in Oregon, Washington and Idaho. The

association represents its members’ interests in distributor and pipeline rate cases, tariff filings and regulatory policy issues in the three states, at the Federal Energy Regulatory Commission and the Canadian National Energy Board.

Paula is a 1983 graduate of the University of Tulsa, College of Law and has a BS in Economics, summa cum laude from the University of Texas at Dallas. Paula has six kids and seven grandkids, loves gardening, cooking and traveling, and learning to unwind.

Page 15: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

13

Jessica ShipleyAssociate, US Programs, Regulatory Assistance Project

Jessica Shipley liaises with regulators, policymakers, NGOs, and other stakeholders to provide policy support to decision-makers in the U.S. She supports RAP’s work on climate-related issues, utility regulatory policy, energy efficiency, integrated resource planning, and other energy policy topics.

Ms. Shipley came to RAP in early 2017 after serving as a senior policy analyst with the Oregon Department of Energy, where she was the agency’s analyst and advisor on climate policy issues. She

conducted technical analyses of energy strategies for meeting climate goals and participated in multi-state efforts to coordinate policy and regulatory action. Prior to working for the state of Oregon, Ms. Shipley was a senior advisor on energy and environmental policy at the British Embassy in Washington, D.C.

Ms. Shipley holds a bachelor’s degree in environmental economics and a master’s degree in public policy from the University of California, Berkeley.

Maggie TallmadgeEnvironmental Justice Manager, Coalition of Communities of Color

Maggie came to Coalition of Communities of Color (CCC) in March 2015 after working with EcoDistricts. She serves on the Board of Governors for the Oregon’s Citizens’ Utility Board and is a member of the Native American Youth & Family Center’s Community Leaders Council. Until recently, she served on the City of Portland’s Planning and Sustainability Commission and City Club of Portland’s Friday Forum Committee and was a participant in the 2017 Emerge Oregon program and 2015 LEAD Native American leadership development cohort. Maggie is a Citizen of the Cherokee Nation who brings

a background working in indigenous communities and social services within Oregon and internationally. She is a graduate of Wellesley College.

Letha TawneyDirector of Utility Innovation, World Resources Institute

Letha Tawney is an expert on electric utility business models, state regulation, clean energy deployment and large customer buying strategies (commercial and industrial).

She heads WRI’s Electricity Initiative to develop new business and regulatory models for companies in the power sector. The initiative assists utilities, regulators, entrepreneurs, and customers with innovative approaches to purchasing, regulating and planning for low-carbon energy. Ms. Tawney has collaborated

with large buyers such as Walmart, Facebook, Yahoo and General Motors.

With a depth of expertise on the constraints and interests driving both utilities and their customers, Ms. Tawney’s work with major IOUs has led to large buyers contracting more than 750 MW of renewable energy through their utilities. In 2017 that total will exceed 1 GW.

Ms. Tawney has filed and testified in PUC proceedings. She has worked closely with IOUs in both traditional and restructured markets, including Berkshire Hathaway Energy’s network of companies, Dominion Energy, American Electric Power, and ConEdison.

Ms. Tawney holds a Master’s of Public Administration from the Harvard Kennedy School. She earned a Bachelor of Science degree from George Fox University in business and computer science.

Page 16: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

Jaimes ValdezPolicy Manager, Spark Northwest

As Policy Manager at Spark Northwest, Jaimes is responsible for regulatory, market and legislative policy issues. Based out of Portland, he is often in Seattle, Salem and Olympia. He brings over a decade of experience in renewables, including in project development, energy planning, utility marketing, and advocacy. Before joining Spark Northwest, Jaimes worked for the City of Portland Bureau of Planning and Sustainability for over five years, helping launch a number of energy initiatives and representing Portland in regulatory proceedings. In 2012, Jaimes spent a year in Germany as a Robert Bosch Fellow

researching the integration and development of renewables in German energy markets. While there he worked for the Federal Environment Ministry in Berlin and a regional energy utility in Freiburg. Jaimes holds a B.A. in Physics and Environmental Studies from Whitman College. He has served on numerous non-profit boards, helping build local sustainability efforts in communities around the Pacific Northwest. During his scarce free time, Jaimes can be found fixing some vintage biodiesel vehicle, cycling roads and trails with his wife, or camping under drizzly skies.

John WasiutynskiDirector, Multnomah County Office of Sustainability

John Wasiutynski is the Multnomah County Office of Sustainability Director. The Office of Sustainability works with County Departments and the community to promote programs and policies that lead to a more equitable, prosperous, and environmentally sound Multnomah County. Under John’s leadership the Office of Sustainability has updated the joint City of Portland and Multnomah County Climate Action Plan, launched a clean energy finance program called PropertyFit Oregon, advocated for stronger air quality regulations, and worked with the Board of County Commissioners to set the ambitious goal of

transitioning the County to 100% renewable energy by 2050.

Prior to John’s current role as Director, he served as a Senior Policy Analyst and Resource Conservation Coordinator for Multnomah County. John has also worked as a watershed planner for the city of Washington DC, and cleaning and greening community gardens in underserved neighborhoods in New York City with the New York Restoration Project. He has his Bachelors of Science from Fordham University and a Master’s of Public Administration from American University.

John, his partner Lara and one-year-old son live in NE Portland. John and Lara are both active members of their community. John is the advisory committee chair for the Cully Boulevard Alliance, a neighborhood prosperity project sponsored by Prosper Portland, and former treasurer for the Cully Neighborhood Association.

Janice ThompsonAdvocacy Director - Oregon Citizens’ Utility Board

Janice Thompson joined CUB in 2014 to develop CUB’s program providing independent oversight of Portland’s public water and wastewater utilities. In 2016, Janice became CUB’s advocacy director. Her oversight efforts in Portland continue, but she now provides strategy direction for CUB’s legislative efforts in Salem. On both fronts, she works with advocacy team member, Sam Pastrick.

Janice comes to CUB after almost 20 years working on democracy reform issues where she got really good at fighting special interests and demanding government and corporate accountability. Janice began her career at the Minnesota Energy Agency with a focus on environmental assessment of energy facilities and community based energy programs. A stint teaching middle school science with an emphasis on stream and watershed studies provided many opportunities to communicate complex topics in readily understandable ways.

An avid reader of mystery novels, Janice also enjoys gardening and birdwatching.

Page 17: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

15

Bryce YonkerExecutive Director, Smart Grid Northwest

Bryce Yonker, serves as the first executive director for Smart Grid Northwest. He heads up the strategic development, programs, and operations for the trade organization which is working to build a smarter energy future for the Northwest. Bryce was a founder and original board member, membership chair, and governance committee chair since its founding in 2008. Bryce also serves as the senior director of business development and strategic partnerships for Clean Edge, a leading clean tech market research and advisory firm. There he leads the strategy, business development, sales, marketing, and client services

efforts. He is also an advisor to clean tech start up RE365 which is turning wasted building exhaust into energy. He holds a bachelor degree in business administration from Pepperdine University and an international MBA from IE in Spain. In his spare time, Bryce enjoys spending time with his wife, daughter and son and being in the NW outdoors, whenever possible with a fly-rod in hand.

Alan ZelenkaCity Councilor, City of Eugene OR

Alan Zelenka has been a Eugene City Councilor since 2007, was appointed by the Governor to the Oregon Global Warming Commission in 2013, was the President of The Climate Trust, has been the Energy Service Leader for Kennedy/Jenks Consultants for the past 10 years, and prior to that for over 20 years he worked at Emerald PUD as their Power Manager.

As City Councilor Alan authored the Climate Recovery Ordinance (CRO), making Eugene the first city in the country to put its greenhouse gas reduction goals into law and require a plan to achieve those goals. He recently spearheaded the effort to require the development of action plans to ensure the City’s transportation plan and capital improvement plan help achieve the CRO goals.

As Energy Services Leader for Kennedy/Jenks Consultants he works with clients to do climate change, energy efficiency, and renewables. He has created a dozen Energy and GHG Master Plans for clients that have reduced 375,000 metric tons of CO2, saved nearly a billion kilowatt-hours, and will save these clients over $100 million over the next 20 years.

He was also asked to provide expert testimony to the U.S. Congressional Subcommittee on Water Resources and Environment on energy efficiency and renewable resources.

Finally, while at Emerald PUD he was also the Legislative Affairs Manager, served on the Public Power Council Executive Committee, co-founded Renewables Northwest, helped negotiate SB 1149 that created the Energy Trust of Oregon, and helped write Oregon’s Net Metering law.

Page 18: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

16

Program7:15–8:00am (2nd Floor Lobby)

Breakfast and Registration

8:00–8:30am (Pavilion)

Opening Keynote: Do We Need Modernized Rules To Modernize The Grid?

Speaker: Bob Jenks - Executive Director, Oregon Citizens’ Utility Board

Utility Regulation is more than State PUCs. It includes laws, rules, precedents, and incentives that federal, regional, state, and local governments develop. Recent CUB Policy Conferences have explored what the future utility will look like. This year, we are asking a simple question: Does current utility regulation need to change in order to create this future utility?

8:30–9:45am (Pavilion)

The View From The Top: A Conversation With NW Utility CEOs

As in past years, our opening panel brings together five utility CEOs for a frank discussion of Oregon’s energy issues. This year the questions are straightforward but not simple. Given both challenges and opportunities new technologies bring, what kinds of changes (if any) in utility laws, rules, and incentives would help utilities to usher in a new business model that: encourages de-carbonization; promotes alternative vehicle fuels and meaningful infrastructure to support them; and reinforces diversification of the grid? Secondly, what responsibility do we as a society have to make sure marginalized communities are not left out of 21st Century energy changes, and will it take specific regulation to make that happen?

9:45–10:00am: Break

10:00–11:15am: Break-Out Session 1 (Choice of one)

Topic 1: Equitable Energy Policy: What Does Fair And Just Have To Do With It? (Pavilion)Any serious examination of utility regulation in the 21st century must address equity. What does a fair and just transition to new models for providing energy services mean for all Oregonians? In an era of rising income inequality and climate change impacts on local economies and public health, how can utility regulation address adverse impacts on vulnerable populations? Low-income bill assistance programs are important, but what more can we do? How can we include all customers in resource diversification and other strategies to increase choice and resiliency?

Topic 2: Is There A Happy Medium: Long Term Rate-Base Vs. Short Term Markets (Broadway Room)The economic argument for the 30-50 year investment that is a traditional baseload coal plant no longer pencils out. As more and more of these plants are shuttered, do utilities simply switch to baseload gas, or should we look towards expanding power markets and shorter term solutions? Do we know enough about how the electric system adjusts to climate change, and technological change, to have confidence in decisions that we have to live with for decades? How should the regulatory system deal with the uncertain future?

11:15–11:30am: Break

Page 19: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

17

11:30am–12:15pm: (Pavilion)

Consumer Champion Award Ceremony

Midday Keynote: Energy Policy, Ratemaking, and Climate: Where Do We Go Next?

Presenter: Bob Jenks - Executive Director, Oregon Citizens’ Utility Board Honoree: Senator Lee Beyer - Oregon District 6 - Springfield

The Consumer Champion Award honors individuals who, through their industry leadership, policy innovations, and public service have contributed in a substantial way to the well-being of Oregon’s residential utility ratepayers.

CUB is pleased to present Senator Lee Beyer with the second annual Consumer Champion Award.Throughout his long and prestigious career Senator Beyer has been a true friend to Oregon’s residential energy customers; he is often tough, but always fair, a visionary who is willing to take chances on new ideas, and a genuine public servant who is willing to take a stand to protect and benefit consumers.

12:15–1:00pm: Networking Lunch (Pavilion and 2nd Floor Lobby)

1:00–2:15pm: Break-Out Session 2 (Choice of One)

Topic 3: Going For 100%: Local Government Actions Beyond State Carbon Reduction Goals (Pavilion)Local governments across the country are taking action to address climate change. The pace of local action is likely to increase with the recent federal exit from the Paris Climate Accord. What are local governments in Oregon doing? How will localities achieve goals that exceed current state policy directives? Is there a need for policy cohesion between local and state efforts? What do local actions and the interplay between local and state policies mean for utility regulation 2.0?

Topic 4: Energy Yoga: How Do We Make The Grid More Flexible? (Broadway Room)A utility‘s role used to be straightforward. It would vary the output from a bunch of generating assets in order to match load. Today, things are more complicated. Customers also own generating assets. Energy can now be stored. Load can be adjusted to match generation. Sub-hourly power markets efficiently balance loads and resources. Flexibility is key to managing our increasingly complex energy system. But how do we get from a grid that is a one way road where the utility is delivering power to serve load, to a multidirectional grid with thousands of resources – both supply and demand? Will utilities learn to be as flexible as they need to be? If not, what regulations need to be in place to ensure that they adapt to these changing conditions?

2:15–2:30pm: Break

2:30–3:45pm: Break-Out Session 3 (Choice of One)

Topic 5: Benefit Or Burden: EV Peak Load And Flexibility (Pavilion)The electric vehicle market is steadily picking up speed, with nearly 160,000 new EVs sold in 2016 in the US alone, and manufacturers announcing ambitious plans to phase out gas-fueled engines. If managed effectively, EVs can store excess power from renewable sources during off-peak periods, increasing the efficiency of the grid. Or, EVs can add to peak load, pushing up system costs for everyone. As the EV market expands, how do we make sure this growing potential is not wasted? What needs to be changed or improved in our regulatory approach to EVs to ensure their integration into the electric system helps make energy more affordable and reliable, not less?

Topic 6: The Art Of The Choice: What Happens When Customers Choose? (Broadway Room)Utility customers of all classes have more choices available to them than ever before. Customer demand for these options is growing as they become more accessible, as seen by the growth of distributed energy and some industries’ desire for renewable options. How does this impact the traditional utility model and rate structure? How can the industry adapt to facilitate this shift? Is wholesale reinvention necessary, or can it be done incrementally?

3:45–4:00pm: Break

4:00–4:30pm: (Pavilion)

Closing Keynote: Looking Forward - the Regulatory Landscape

Speaker: Lisa Hardie - Chair, Oregon Public Utility Commission

4:30–6:00pm: Closing Reception (2nd Floor Lobby)

Page 20: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

18

Opening Keynote

Do We Need Modernized Rules To Modernize The Grid?

8:00-8:30am in the Pavilion

Opening Remarks: Paula Pyron - Board President, Oregon Citizens’ Utility BoardSpeaker: Bob Jenks - Executive Director, Oregon Citizens’ Utility Board

Utility Regulation is more than State PUCs. It includes laws, rules, precedents, and incentives that federal, regional, state, and local governments develop. Recent CUB Policy Conferences have explored what the future utility will look like. This year, we are asking a simple question: Does current utility regulation need to change in order to create this future utility?

Page 21: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

19

Notes

Page 22: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

20

Opening Panel

The View From The Top: A Conversation With NW Utility CEOS

8:30-9:45am in the Pavilion

Panelists: Maria Pope - President and incoming CEO, Portland General ElectricStefan Bird - President and CEO, Pacific PowerDavid Anderson - President and CEO, NW NaturalDarrel Anderson - President and CEO, Idaho PowerElliot Mainzer - Administrator, Bonneville Power Administration

Moderator:Bob Jenks - Executive Director, Citizens’ Utility Board of Oregon

As in past years, our opening panel brings together five utility CEOs for a frank discussion of Oregon’s energy issues. This year the questions are straightforward but not simple. Given both challenges and opportunities new technologies bring, what kinds of changes (if any) in utility laws, rules, and incentives would help utilities to usher in a new business model that: encourages de-carbonization; promotes alternative vehicle fuels and meaningful infrastructure to support them; and reinforces diversification of the grid? Secondly, what responsibility do we as a society have to make sure marginalized communities are not left out of 21st Century energy changes, and will it take specific regulation to make that happen?

Page 23: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

21

Notes

Page 24: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

22

Breakout Session 1

Topic 1

Equitable Energy Policy: What Does Fair & Just Have To Do With It?

10:00–11:15am in the Pavilion

Panelists: Sam Baraso - Senior Policy Analyst, Multnomah County Office of SustainabilityAlan Hipólito - Executive Director, VerdeTim Miller - CEO, EnhabitSherrie Pelsma - Program Director, Community Energy ProjectMaggie Tallmadge - Environmental Justice Manager, Coalition of Communities of Color

Moderator:Janice Thompson - Advocacy Director, Oregon Citizens’ Utility Board

Any serious examination of utility regulation in the 21st century must address equity. What does a fair and just transition to new models for providing energy services mean for all Oregonians? In an era of rising income inequality and climate change impacts on local economies and public health, how can utility regulation address adverse impacts on vulnerable populations? Low-income bill assistance programs are important, but what more can we do? How can we include all customers in resource diversification and other strategies to increase choice and resiliency?

Page 25: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

23

Breakout Session 1

Topic 2

Is There A Happy Medium: Long Term Rate-Base Vs. Short Term Markets

10:00–11:15am in the Broadway Room

Panelists: Franco Albi - Manager, Integrated Resource Planning, Portland General ElectricJuan Pablo Carvallo Bodelon - Senior Scientific Engineering Associate, Electricity Markets and Policy Group, Lawrence Berkeley National LaboratoryBen Fitch-Fleischmann - Senior Economist, PhD, Ecosystem Research Group LLCWendy Gerlitz - Policy Director, NW Energy Coalition

Moderator:Liz Jones - Staff Attorney, Oregon Citizens’ Utility Board

The economic argument for the 30-50 year investment that is a traditional baseload coal plant no longer pencils out. As more and more of these plants are shuttered, do utilities simply switch to baseload gas, or should we look towards expanding power markets and shorter term solutions? Do we know enough about how the electric system adjusts to climate change, and technological change, to have confidence in decisions that we have to live with for decades? How should the regulatory system deal with the uncertain future?

Page 26: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

24

Consumer Champion Award Ceremony

Midday Keynote

11:30am–12:15pm in the Pavilion

Presenter: Bob Jenks - Executive Director, Oregon Citizens’ Utility Board

Honoree: Senator Lee Beyer - Oregon District 6 - Springfield

Energy Policy, Ratemaking, and Climate: Where Do We Go Next?

The Consumer Champion Award honors individuals who, through their industry leadership, policy innovations, and public service have contributed in a substantial way to the well-being of Oregon’s residential utility ratepayers.

See inside back page for more information on Senator Beyer and the Consumer Champion Award.

Page 27: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

25

Notes

Page 28: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

26

Breakout Session 2

Topic 3

Going For 100%: Local Government Actions Beyond State Carbon Reduction Goals

1:00-2:15pm in the Pavilion

Panelists: Bill Edmonds - Director of Environmental Management and Sustainability, NW NaturalRepresentative Ken Helm - Oregon House District 34 - West HillsCaroline Moore - Project Manager, New Program Development, Pacific PowerRepresentative Karin Power - Oregon House District 41 - MilwaukieJohn Wasiutynski - Director, Multnomah County Office of SustainabilityAlan Zelenka - City Councilor, City of Eugene

Moderator:Samuel Pastrick - Consumer Advocate, Oregon Citizens’ Utility Board

Local governments across the country are taking action to address climate change. The pace of local action is likely to increase with the recent federal exit from the Paris Climate Accord. What are local governments in Oregon do-ing? How will localities achieve goals that exceed current state policy directives? Is there a need for policy cohesion between local and state efforts? What do local actions and the interplay between local and state policies mean for utility regulation 2.0?

Page 29: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

27

Breakout Session 2

Topic 4

Energy Yoga: How Do We Make The Grid More Flexible?

1:00-2:15pm in the Broadway Room

Panelists: Jason Eisdorfer - Utility Program Director, Oregon Public Utility CommissionAndrew Mills - Research Scientist, Electricity Markets & Policy Group, Lawrence Berkeley National LaboratoryRachel Shimshak - Executive Director, Renewable NorthwestJessica Shipley - Associate, US Programs, Regulatory Assistance ProjectBryce Yonker - Executive Director, Smart Grid Northwest

Moderator:Will Gehrke - Economist, Oregon Citizens’ Utility Board

A utility‘s role used to be straightforward. It would vary the output from a bunch of generating assets in order to match load. Today, things are more complicated. Customers also own generating assets. Energy can now be stored. Load can be adjusted to match generation. Sub-hourly power markets efficiently balance loads and resources. Flexibility is key to managing our increasingly complex energy system. But how do we get from a grid that is a one way road where the utility is delivering power to serve load, to a multidirectional grid with thousands of resources – both supply and demand? Will utilities learn to be as flexible as they need to be? If not, what regulations need to be in place to ensure that they adapt to these changing conditions?

Page 30: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

28

Breakout Session 3

Topic 5

Benefit Or Burden: EV Peak Load And Flexibility

2:30-3:45pm in the Pavilion

Panelists: Max Baumhefner - Attorney, Clean Vehicles and Fuels, Energy & Transportation Program, Natural Resources Defense CouncilIngrid Fish - Policy & Research Analyst, Bureau of Planning and Sustainability, City of PortlandBrendan McCarthy - State Environmental Policy Manager, Portland General ElectricLucy McKenzie - Managing Consultant, Energy & Environmenal EconomicsJeanette Shaw - Director of Government Relations, Forth

Moderator:Mike Goetz - Staff Attorney, Oregon Citizens’ Utility Board

The electric vehicle market is steadily picking up speed, with nearly 160,000 new EVs sold in 2016 in the US alone, and manufacturers announcing ambitious plans to phase out gas-fueled engines. If managed effectively, EVs can store excess power from renewable sources during off-peak periods, increasing the efficiency of the grid. Or, EVs can add to peak load, pushing up system costs for everyone. As the EV market expands, how do we make sure this growing potential is not wasted? What needs to be changed or improved in our regulatory approach to EVs to ensure their integration into the electric system helps make energy more affordable and reliable, not less?

Page 31: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

29

Breakout Session 3

Topic 6

The Art Of The Choice: What Happens When Customers Choose?

2:30-3:45pm in the Broadway Room

Panelists: Maya Kelty - Regulatory Affairs Manager, 3DegreesEtta Lockey - Vice President, Regulation, Pacific PowerJaimes Valdez - Policy Manager, Spark NorthwestLetha Tawney - Director of Utility Innovation, World Resources Institute

Moderator:Rick Adair - News Editor, Energy NewsData’s Clearing Up

Utility customers of all classes have more choices available to them than ever before. Customer demand for these options is growing as they become more accessible, as seen by the growth of distributed energy and some industries’ desire for renewable options. How does this impact the traditional utility model and rate structure? How can the industry adapt to facilitate this shift? Is wholesale reinvention necessary, or can it be done incrementally?

Page 32: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

30

Closing Keynote

Looking Forward - The Regulatory Landscape

4:00pm-4:30pm in the Pavilion

Speaker: Lisa Hardie - Chair, Oregon Public Utility Commission

Page 33: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

31

Notes

Page 34: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

32

Oregon CUBBoard of Governors

Paula Pyron (Conference Emcee)CUB Board PresidentAttorney, Retired

Michael MoodyCUB Board Vice PresidentRetired Renewable Energy Developer

Rob BradingCUB Board TreasurerRetired - former Executive DirectorMetroEast Community Media

Theresa Gibney CUB Board SecretaryProgram Manager - Solutions EngineeringHewlett Packard

Daniel JaynesPast CUB Board PresidentDirector of Energy Resource and MeteorologyAvangrid Renewables

Gulcan Cil, PhDResearch FellowUniversity of Oregon

Ankur DoshiStaff Litigation AttorneyR.B. Pamplin Corporation

Gordon LevittClimate Law FellowOur Children’s Trust

Margaret Rodriguez SpringerEnergy Education CoordinatorCommunity Action of Washington County

Maggie TallmadgeEnvironmental Justice ManagerCoalition of Communities of Color

Page 35: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

With a degree in management from University of Oregon, Senator Beyer has been a life-long community leader serving as a workforce development specialist, an agency and non-profit executive, a Springfield City Councilor, a PUC Commissioner, and both a State Representative and a State Senator.

As a Senator, Beyer strongly supported SB 1149 that passed the Public Purpose charge in the 1999 legislative session. In 2016, as chair of the Energy Committee he was instrumental in the passage of the Clean Electricity and Coal Transition Act (SB 1547). Both of these bills enacted strong energy efficiency and renewable energy legislation that protects and empowers consumers. During his nine-year tenure at the PUC, it is estimated that the Commission saved consumers $600 million, and decisions made during this time allowed and encouraged wide-spread adoption of energy efficiency and renewable energy. In 2005, when PGE was in the clutches of Enron’s bankruptcy, Chair Beyer led the group to make a very difficult and highly publicized decision to deny Texas Pacific’s buy-out of PGE, which was in the best long-term interest of consumers.

Throughout his long and prestigious career Senator Beyer has been a true friend to Oregon’s residential energy customers; he is often tough, but always fair, a visionary who is willing to take chances on new ideas, and a genuine public servant who is willing to take a stand to protect and benefit consumers.

2017 Consumer ChampionSenator Lee Beyer

Please join us after the conference, from 4:30-6:00pm in the 2nd Floor Foyer for our Closing Reception!

CUB congratulates Senator Beyer on his long and prestigious career in public service, and thanks him for his dedication to protecting

and empowering Oregon’s energy consumers.

Page 36: CUB · 2017. 10. 18. · WELCOME Dear Energy Sector Colleagues, Welcome to the 7th Annual CUB Policy Conference, Utility Regulation 2.0: Empowering What’s Possible.Thanks for being

34

Thank You to Our SponsorsPolar Bear

Grizzly Bear

Brown Bear

Honey Bear

Black BearMedia Sponsor

• Oregon Environmental Council• Northwest Environmental

Business Council• Smart Grid Northwest