NOTE: DEFG is now part of E Source. This event has already taken place. See below for recording and event description.

Download the slides | 2022 Beyond the Meter Consumer Survey findings (PDF)

In 2022, the Beyond the Meter (BTM) Working Group conducted a survey of more than 1,000 Americans. We asked questions about the BTM market and the role of their utility. The survey findings point to strong interest in BTM products and services. We also saw strong customer desire for utilities to actively support them in their BTM journey. Join us to hear the results of our survey.

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NOTE: This event has already taken place. See below for recording and event description.

Download the slides | Getting your entire organization on board with your CX priorities (PDF)

Join us for the second in a series of exclusive exchanges for members of the E Source Customer Experience Strategy Service. Through these events, you can connect with your peers on current topics around utility customer experience (CX).

This is an E Source exchange. It’s an online conversation where you can share ideas on specific topics with other utility professionals. In this exchange, we’ll bring together utility peers to discuss strategies for aligning your utility with your CX priorities. We’ll discuss how utilities have been successful in creating momentum for CX and ways to win support for your priorities across departments.

Topics include:

• Using CX councils to drive priorities and build a customer-centric culture
• Training and communicating to develop CX skills organization-wide
• Keeping cross-departmental projects customer focused

Moderators:

Eryc Eyl, Senior Solution Director, Customer Experience, E Source

Lisa Schulte, Product Strategist, Customer Experience, E Source

Questions about this event? Send us a message.

NOTE: This event has already taken place. See below for recording and event description.

Download the slides | A battery costs how much? Understanding battery pricing with E Source Battery data tools (PDF)

Batteries have become an integral part of the electric grid, and utilities now boast battery management as one of their core competencies. A tidal wave of energy storage is expected to hit the grid in the coming years, and it’s critical that utilities understand battery pricing. To build that understanding, utilities use the industry-leading E Source Battery Cost Model to learn about the current and future states of battery pricing, negotiate battery and project costs, index materials sensitivity, design energy storage RFPs, and more. This webinar will introduce you to the model and how you can use it.

We cover:

• What the E Source Battery Cost Model is
• How different types of utility decision-makers use the tool
• Where the Battery Cost Model fits in with other products in the E Source Battery Next Service

Speaker:

Sam Jaffe, Vice President, Battery Storage Solutions, E Source

Who should attend:

Utility and energy storage professionals who are interested in understanding the dynamics of battery pricing. Members of the E Source Battery Next Advisory Service should also attend.

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NOTE: This event has already taken place. See below for recording, event description, and link to download the presentation slides.

Download the slides | How to improve your CX strategy: Findings from the 2022 Customer Experience Survey (PDF)

Utilities have been focusing on customer experience (CX) for years, but most still feel they have only a partially implemented CX strategy. Join us to learn how to integrate CX throughout your organization by involving your employees and customers and using metrics to improve your business case.

This is an E Source exchange. It’s an online conversation where you can share ideas on specific topics with other utility professionals. In this exchange, we’ll bring together participants of the E Source Customer Experience Survey to discuss CX strategies, successes, and challenges and data from the 2022 study.

This exchange covers:

• Key takeaways from the 2022 Customer Experience Survey
• Recommendations to improve the implementation of your CX strategy
• Discussion among utility CX managers on where they have succeeded in CX and where they need help

Moderators:

Sarah Baker, Analyst, Market Research, E Source

Heather Hilgenkamp, Manager, Market Research, E Source

Eryc Eyl, Senior Solution Director, Customer Experience, E Source

Questions about this event? Send us a message.

NOTE: This event has already taken place. See below for recording, event description, and link to download the presentation slides.

Download the slides | Transportation electrification initiatives: Latest developments in coordinated planning (PDF)

As the fuel providers of the future, utilities can learn a lot from transportation and logistics planners and agencies. Similarly, transportation planning agencies have a lot to learn from utilities about how electricity is generated, transmitted, and distributed to power EVs. Agency and utility stakeholders are getting up to speed on how best to scale new infrastructure to support a decarbonized transportation system. In this exchange, we’ll discuss the latest developments in coordinated planning for transportation electrification initiatives across the US and Canada.

This is an E Source exchange. It’s an online conversation where you can share ideas on specific topics with other utility professionals. In this exchange, we’ll bring together utility peers to discuss the state of transportation research and planning efforts.

This exchange covers:

• The latest updates from world-leading transportation research and planning organizations
• Information on state transportation planning to meet US federal requirements
• How utilities are responding to federal and state or province funding opportunities
• How utilities are aligning their transportation electrification plans and portfolios with broader goals

Moderators:

Bryan Jungers, Director of Mobility, Customer Energy Solutions, E Source

Jesse Hitchcock, Senior Analyst, Customer Energy Solutions, E Source

Questions about this event? Send us a message.

NOTE: This event has already taken place. See below for recording, event description, and link to download the presentation slides.

Download the slides | Increasing savings from your behavioral programs (PDF)

Join behavioral program managers from around the US and Canada to discuss the topics that matter most to you. Home energy report (HER) programs continue to be a leading source of demand-side management savings, but some programs are struggling to meet goals. E Source will moderate a conversation with you and your utility peers to tackle how you can increase the savings in your HER program or navigate changes to keep programs going strong.

This is an E Source exchange. It’s an online conversation where you can share ideas on specific topics with other utility professionals. In this exchange, we’ll bring together utility peers to discuss behavioral programs and help you get advice on challenges you face.

Topics include:

• Strategies to improve HER savings or cost-effectiveness
• How other utilities have approached changing vendors or program design
• Updates on savings from other tools such as high-bill alerts
• Questions or ideas you bring for the group!

Moderator:

Beth Fitzjarrald, Senior Manager, Customer Energy Solutions, E Source

Questions about this event? Send us a message.

NOTE: DEFG is now part of E Source. This event has already taken place. See below for recording and event description.

Download the slides | Reaching beyond the meter: Panel discussion (PDF)

Several times each year, the Beyond the Meter (BTM) Working Group hosts a panel discussion featuring the industry’s leading BTM vendors. Join us as we highlight solutions from Fortegra, Enervee, and Green Marbles and explain how other utilities are benefiting from offering these solutions.

Jamie Wimberly, CEO of DEFG, will host the discussion, directing questions toward each of the panelists. And we encourage participants to ask questions throughout the webinar.

Panelists

David Cathey, Chief Revenue Officer, Green Marbles

David Cathey has more than two decades of diverse experience, ranging from start-ups to global enterprises. He is the former head of the utility division at Intrado. David’s work focuses on enabling utility partners to become their customers’ trusted smart property, solar, and EV charging advisers and bringing innovative environmental sustainability solutions to market.

Steve Davidson, Vice President, Consumer Products Warranty Sales, Fortegra

Steve Davidson is a senior insurance executive with over 30 years’ experience in the service contract and warranty industry. His primary responsibilities include executive-level sales and account management for the company’s consumer and commercial products service contract business, helping to deliver customized risk management, regulatory compliance, and administrative solutions. A graduate of Eastern Illinois University, Steve has played a critical role in building and growing Fortegra’s warranty business and continues to advance the company’s service offerings through retail, commercial, and utility distribution channels. 

Kate Merson, Vice President, Utilities, Enervee

Kate Merson leads growth and success for utility partners using the company’s market transformational e-commerce solution. She has worked in the DSM and DER industry supporting utilities for over 15 years. She has a passion for finding innovative solutions to achieve equitable decarbonization. Prior to Enervee, Kate led the market transformation portfolio at Resource Innovations. Before that, she led Customer Energy Solutions product strategy and customer engagement at E Source for over 10 years. With deep roots in residential energy efficiency, she started her career managing a low-income weatherization program. Kate has a master’s in international studies with a focus on energy from the University of Denver.

Questions about this event? Send us a message.

NOTE: This event has already taken place. See below for recording and event description.

Download the slides | How to build a personalization strategy for residential customers (PDF)

Potential topics include:

• Why a personalization strategy matters
• Channels that can help you build your utility’s personalization strategy
• Examples of winning personalization strategies

Moderators:

Joy Herbers, Content Strategist, Portfolio and New Product Strategy, E Source

Angelica Pereira, Senior Analyst, Customer Engagement Solutions, E Source

NOTE: This event has already taken place. See below for recording, event description, and link to download the presentation slides.

Download the slides | Optimizing vegetation management: Why data allows us to make better decisions than ever before (PDF)

Vegetation management might be a utility’s biggest annual expense in operations and maintenance (O&M). Trees don’t stop growing, and they’re often the number-one cause of power loss across the industry. For such a costly part of your business, you can’t afford to keep doing what you’ve always done.

The time has come to take advantage of predictive data and machine learning to make smarter decisions in vegetation management. Utilities that do so will reduce O&M costs, improve reliability, minimize problems from unplanned work, and ultimately improve safety and customer satisfaction.

In this webinar we’ll discuss how data can help enhance and optimize vegetation management processes. And we’ll explain how reinvesting in other measures that improve reliability can give you the biggest bang for every vegetation management dollar you have.

We’ll discuss:

• How to use the data you have to improve the electric grid
• How to optimize capital spending and O&M costs
• How to increase safety, reliability, and resiliency

Speakers:

Patrick Eisenhauer, Engagement Manager, Data Science, E Source

Jonah Keim, Managing Director, Data Science, E Source

Jesse Woods, Vice President, Data Science, E Source

Questions about this event? Send us a message.

NOTE: This event has already taken place. See below for recording, event description, and link to download the presentation slides.

Download the slides | Defining equity to inform your utility’s energy equity strategy (PDF)

Utilities and cities are looking at their programs and operations through a diversity, equity, and inclusivity lens and are focusing on increasing energy equity across their communities. To meaningfully address energy equity, utilities must have clear definitions, goals, and metrics for equity based on their unique service territories and the communities they serve. In this follow-up to our first exchange, Integrating energy equity into your utility’s customer programs and engagement, join us to discuss how utilities define equity and the goals and metrics used to expand it. We’ll also share how E Source is using data science and ethnographic research to help utilities define and address equity in their service territories.

This is an E Source exchange. It’s an online conversation where you can share ideas on specific topics with other utility professionals. In this exchange, we’ll bring together utility peers to discuss how utilities are defining the goals of their equity initiatives and what metrics they’re using to track their progress. We encourage you to ask questions and share your experience during the event.

This exchange will cover how utilities are:

• Defining equity in their service territories
• Using data science to identify customer cohorts
• Listening to customers through interviews
• Selecting metrics for equity and measuring progress

Moderators:

Ben Nathan, Lead Analyst, Customer Energy Solutions, E Source

Miriam Stein, Associate Analyst, Customer Energy Solutions, E Source

Adam Maxwell, Managing Director, Management Consulting, E Source

Sarah Baker, Analyst, Market Research, E Source

Questions about this event? Send us a message.

NOTE: This event has already taken place. See below for recording, event description, and link to download the presentation slides.

Download the slides | Is performance-based regulation the future of the utility business model? (PDF)

Utilities and regulators are increasingly juggling economic, environmental, and societal priorities. In some cases, cost-based regulation can conflict with achieving modern energy goals. If utilities aren’t incentivized to achieve societally beneficial goals, they’ll continue to prioritize investing in infrastructure over solutions such as distributed energy resources (DERs) or transportation electrification. In this webinar, we’ll explain how performance-based regulation (PBR) can help utilities meet these complex societal goals while delivering value to shareholders.

You’ll learn:

• How PBR shifts the regulatory focus toward long-term societal benefits
• How PBR can align societal goals with a utility’s business goals
• How some utilities are making the switch to PBR

Speakers:

Bill LeBlanc, Senior Adviser, E Source
Karl Rábago, Principal, Rábago Energy LLC

Questions about this event? Send us a message.

NOTE: This event has already taken place. See below for recording, event description, and link to download the presentation slides.

Download the slides | Challenges and opportunities in social media (PDF)

In the ever-evolving world of social media, it’s important for utility social media managers to stay updated with the latest channel, content, and advertising strategies. In this 90-minute online event, we’ll discuss the latest strategies in social media you can use to communicate and engage with your customers. You’ll also have the chance to connect with peers at other utilities and hear how they’ve met unique challenges and positioned their utilities for success.

This is an E Source exchange. It’s an online conversation where you can share ideas on specific topics with other utility professionals. In this exchange, we’ll bring together utility peers to discuss social media challenges, priorities, and goals.

Potential topics include:

• Overall marketing and communications strategies on social media
• Content creation and frequency of posts
• Social media metrics, analytics, and reporting
• New channel strategies, including LinkedIn, TikTok, and Nextdoor
• Strategies to acquire followers
• Internal processes and team roles

Moderators:

Jessica Bailis, Solution Director, Marketing and Communications, E Source

Kyle Rodriguez, Analyst, Customer Engagement Solutions, E Source

Questions about this event? Send us a message.