Utility Regulation Conference: Strategies for Profit and Reliability

'December 5-6, 2017, The Liaison Capitol Hill, Washington, DC'

Produced by the Knowledge Center, an Executive Conference from S&P Global Market Intelligence

The 3rd Annual Utility Regulation Conference is the pre-eminent executive conference for power and gas utility executives focused on their growth and profitability strategies.  This year’s event features the industry’s most influential utility executives, advisers, regulators and investment professionals sharing their perspectives on the overall landscape and financial alternatives in the current regulatory environment. 

With the new administration, leadership at the federal level, including FERC, DOE, and EPA, has changed, and with it, a new utility landscape is being shaped. While utilities navigate new state and federal regulatory pressure, they face continued financial pressure. Whether justifying a rate of return to an active consumer base, or accessing capital markets, utilities need a well-informed strategy.

Each year the Knowledge Center, on behalf of S&P Global Market Intelligence, and in collaboration with Regulatory Research Associates, gathers industry experts to provide key insights into the obstacles you face and emerging strategies for more favorable orders and profitable decisions. 

Whether you are anticipating a rate case, examining regulatory obstacles to M&A, or looking for strategies to increase profitability, you will receive essential intelligence necessary to make informed decisions. We won’t focus on high level trends or recent surveys, but rather on tactics you can take back to your organization.

Past attendees praise the event for providing relevant, timely and usable intelligence delivered by high quality speakers, backed by data and analytics you won’t find at other events. While the content is unparalleled, the conference also provides ample time to network with executives from across the utility industry, and across the country.

Make plans to attend today.

Tom Thornton Lillian Federico
Program Manager – Energy Research Director
Knowledge Center S&P Global Market Intelligence


Lillian Federico
S&P Global Market Intelligence
Research Director
Heike Doerr
S&P Global Market Intelligence
Senior Principal Analyst
Peter Keller
Berkeley Research Group
Managing Director
Honorable Philip D. Moeller
Senior Vice President of Energy Delivery
Branko Terzic
Berkeley Research Group
Managing Director
Sheldon T. Whitehouse
Rhode Island
United States Senator

Utility Regulation Conference: Strategies for Profit and Reliability Agenda

TUESDAY, December 13th
12:01 pm
WEDNESDAY, December 14th
12:30 pm
Welcome Remarks
12:50 pm
State of the Industry
1:30 pm
What’s Happening on Capitol Hill? Political Perspective on Regulated Utilities

Industry experts will review the recent Presidential election, discussing the status of current administration initiatives, as well as outlook on what the new administration will focus on.

Branko Terzic
Managing Director, Berkeley Research Group (Moderator)

Christopher Mele
Legislative Director, NARUC

Brian Wolff
Executive Director, EEI

George Lowe
Vice President of Federal Affairs, AGA

John Shelk
President and CEO, EPSA

2:15 pm
Networking Break
2:45 pm
Regulatory Framework for Utilities: From Plant Closings to Renewable Growth
  • • Nuclear and coal power plant closings: impacts and alternatives. Is the ‘Nuclear Promise’ enough to turn the tide?
  • • How can utilities replace baseload coal and nuclear capacity with equally stable, emissions-free and cost-effective supply? What’s the appetite for rate increases and emissions increases?
  • • Gas pipeline initiatives by electric utilities and gas LDCs: where do these stand and what are the regulatory and consumer considerations?
  • • Upstream investments: how to get investments in natural gas production and storage recognized in rate cases
  • • New renewable portfolio standards; incorporating renewables into the rate case
  • • What kinds of regulatory decision-making will go into compliance with increased renewable standards?
  • • Clean Power Plan update

Rick Starkweather
Partner, ScottMadden Inc. (Moderator)

Joel Schmidt
Vice President of Regulatory Affairs, Alliant Energy

Chuck Harder
Counsel, Arkansas Attorney General

Aakash Chadarana
Senior Vice President, Rates and Regulatory Affairs, Xcel Energy

4:00 pm
Networking Break
4:15 pm
FERC Update: Addressing Federal Policies in a Changing Utility Landscape
  • • FERC order 1000, and emerging competition in the transmission planning process
  • • FERC and State jurisdictional boundary conflicts. What is the impact of recent Supreme Court rulings, and how are other boundary disputes being handled?
  • • Downward pressure on transmission ROE’s continues; how low can they go?
  • • Trends in Investor Owned Utilities electricity sales and revenue requirements, and the resulting market tension
  • • EPA mandates and FERC regulations are increasingly tied together. What is the impact on wholesale markets and reliability?

Jim O'Reilly
Senior Research Analyst, S&P Global Market Intelligence (Moderator)

Craig Glazer
Vice President of Federal and Government Policy, PJM Interconnection

Tony Clark
Former Commissioner, FERC

Joseph Power
Vice President of Federal Legislative and Regulatory Affairs, Ameren Services

5:30 pm
Day One Concludes

Cocktail Reception

THURSDAY, December 15th
8:00 am
Continental Breakfast
8:30 am
DER Pricing Issues, Rate Design and Incentive Mechanisms

Technology, energy storage, and rooftop solar are forcing utilities and policymakers to re-examine existing pricing methods and the traditional utility business model. This panel will examine the value of distributed energy resources, rate design structures and utilization of incentive regulation to capture DER benefits.

Lisa Fontanella
Senior Research Analyst, S&P Global Market Intelligence (Moderator)

Frank Graves
Partner, Brattle Group

James Tong
Chief Executive Officer, Advanced Grid Solutions

Christopher Haworth
Associate Vice President, Xcel Energy

Russell Feingold
Vice President, Black & Veatch

9:30 am
Networking Break
9:45 am
Threats to the Grid: Weather, Cyber, Safety and Reliability
  • • Weather and natural disasters: how can utilities reduce losses with increased grid resiliency
  • • Who is responsible for grid security?
  • • Pipeline Safety: PHSMA regulations for gas pipelines
  • • Threat Assessment: The financial cost of mitigating risk of catastrophic events

Michael Lustig
Bureau Chief, S&P Global Market Intelligence (Moderator)

Michael Deggendorf
Chief Executive Officer, GridAssurance

Bruce Barron
Section Chief Cyber Unit, FBI

Susan Olenchuk
Partner, Van Ness Feldman LLP

Devon Streit
Deputy Assistant Secretary, DOE

11:15 am
Regulated Water Utilities: Investment and Infrastructure Demands

Infrastructure demands, need for capital, and increased regulatory pressure continue to pose obstacles to the industry. Is there an alternative to continued consolidation? We will discuss where the capital will come from and who the buyers are.

Heike Doerr
Senior Principal Analyst, S&P Global Market Intelligence (Moderator)

Grace Soderberg
Director of State Regulatory Relations, NAWC

Martin Kropelnicki
President and CEO, CalWater

Mark McDonough
Vice President and Chief Compliance Officer, American Water

12:00 pm
1:00 pm
How Customer Satisfaction Drives ROE for Regulated Utilities

Special Session

Andrew Heath
Senior Director - Utility & Infrastructure Practice, JD Power & Associates

1:30 pm
Restructuring the Electric and Gas Industry: State Generated Utility Regulation

Individual states, such as New York and Massachusetts, have been more aggressive in promoting specific generation sources. While some utilities are in favor, independent generators are less enthusiastic, claiming market manipulation. We will review recent and pending state mandates and the impact on market competition.

Andrew Engblom
Energy Industry Reporter, S&P Global Market Intelligence (Moderator)

John Quackenbush
President, JQ Resources

Peter Zschokke
Director, Regulatory Strategy, National Grid

Calvin Butler
CEO, Baltimore Gas & Electric

Tanuj Deora
Chief Strategy Officer, Smart Electric Power Alliance

2:30 pm
Networking Break
3:00 pm
Investment and Capital Markets Panel: Wall Street in the Grid
  • • How do investors view the industry and implications for access to capital
  • • Wall Street’s appetite for renewables, and ROI expectations
  • • Implications of the current regulatory framework on utilities’ bottom lines
  • • What are utility management teams and regulators doing to address concerns of investors and the ratings agencies?
  • • A look at recent acquisitions by electric utilities of gas utilities and pipelines-what does this mean for the future of the industry?

Lillian Federico
Research Director, Regulatory Research Associates (Moderator)

Todd Shipman
Director, S&P Global Ratings

Peter Keller
Managing Director, Berkley Research Group

Hugh Wynne
Co-Head of Utilities and Renewable Energy, SSR, Inc.

4:00 pm
Conference Wrap-up

Lillian Federico
Research Director, RRA


All Others: $2,995


Event location

The Liaison Capitol Hill
415 New Jersey Ave NW
Washington, DC 20001

Price Info:

Utility Employees, Power Producers, Renewables Developers: $1,295

State and Federal Government Employees: $1,295

All Others: $2,995

Early Bird Info:

Utility Employees, Power Producers, Renewables Developers: $895 (through Sept 8, 2017)

State and Federal Government Employees: $895 (through Sept 8, 2017)

All Others: $2,495 (through Sept 8, 2017)

Your registration includes all conference materials, continental breakfast and lunch both days, and an evening cocktail reception at the end of day one.

*Discounts available for groups of three or more


For sponsorship opportunities, please contact Tom Sours at or 434-951-4401.

Download the 2016 Sponsorship Guide

Downloads & FAQs

2016 Brochure: Utility Regulation Conference

Who attends?

  • Utility professionals in regulatory affairs, strategic development, corporate finance, and investor relations
  • State and federal regulatory commissioners and staff
  • Senior development executives at technology providers
  • Financial analysts at investment firms
  • Regulatory attorneys and consultants

Where should I stay?

Information about accommodations will be posted under the "Event Location" section.

Which airports are convenient to this event?

Reagan National Airport and Washington Dulles Airport serve the Washington, D.C. area.

What is the dress code?

Business casual.

What is your cancellation policy?

Cancellations for this program are eligible for a full refund, less a $150.00 administrative fee, if received at least 15 business days prior to the start of the program. Cancellations received after that date but at least 5 business days prior to the start of the program receive a credit in the amount of the registration fee, less a $150.00 administrative fee, to attend another Knowledge Center program within 13 months. Cancellations received fewer than 5 business days prior to the start of the program are not eligible for a refund or credit.

Attendee substitutions from the same company may be made at any time. In the event of a cancellation from a group discount, refunds or credits are issued beginning with the most heavily discounted price, minus a $150.00 administration fee. "No shows" - or those who cancel within 15 days of the program - and have registered under the Invoice option, remain liable for the full program fee.

The Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. The Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. The Knowledge Center will not be held liable for any costs incurred by registrant due to individual registration cancellation. In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, the Knowledge Center will refund the registrant's tuition in full, however the Knowledge Center will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding the Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786.

Registrant, as an individual person attending a Knowledge Center conference, seminar, or other program, hereby grants permission to the Knowledge Center to use and publish his or her image, likeness, or testimonials collected in connection with the program for advertising and trade purposes in connection with the Knowledge Center’s conferences, instructional, and/or marketing activities.