From: To: Cc: Subject: Date: Attachments: Robert W. Gee Nowak, Ellen - PSC; Alan James (MacCap) Lisa Rivera (MacCap); Sheri Givens; Paske, Sandra - PSC Re: Thank you for registering and - Invitation to participate as a Panelist - 11th Annual Macquarie Utility, Power and Gas Dialogue - March 16 to 18, 2016 Vail, Colorado. Monday, February 8, 2016 10:43:13 PM gee_logo_final_small.jpg[2][5].png Ellen, Thanks for accepting this invitation. We look forward to seeing you next week at NARUC. Please let us know if you have any questions. Kind regards, Bob Robert W. Gee President Gee Strategies Group LLC 7609 Brittany Parc Court Falls Church, VA 22043 PH: 703.593.0116 Landline & Fax: 703.698.2033 Email: rwgee@geestrategies.com www.geestrategies.com Policy Analysis Advocacy Litigation Support WASHINGTON AUSTIN From: "Nowak, Ellen - PSC" Date: Monday, February 8, 2016 at 4:24 PM To: Alan James Cc: Lisa Rivera , Robert Gee Subject: RE: Thank you for registering and - Invitation to participate as a Panelist - 11th Annual Macquarie Utility, Power and Gas Dialogue - March 16 to 18, 2016 Vail, Colorado. Thanks – I’d be happy to participate on the panel. Looks like a great line up! From: Alan James (MacCap) [mailto:Alan.James@macquarie.com] Sent: Monday, February 8, 2016 1:54 PM To: Nowak, Ellen - PSC Cc: Lisa Rivera (MacCap) ; Bob Gee - Gee Strategies Group, LLC, The (rwgee@geestrategies.com) Subject: Thank you for registering and - Invitation to participate as a Panelist - 11th Annual Macquarie Utility, Power and Gas Dialogue - March 16 to 18, 2016 Vail, Colorado. Dear Chairperson Nowak, Thank you for registering to attend our upcoming 11th Annual Macquarie Utilities, Power and Energy Infrastructure Dialogue being conducted at the Cascade Resort and Spa in Vail, Colorado from the evening of Wednesday March 16 to noon March 18. Further to this I would like to extend an invitation for you to participate on the panel titled “The Regulators Conundrum – lowest immediate cost versus industry sustainability” which is scheduled from 11am to 12noon on Thursday March 17. At this time Commissioner Edgar, Florida; Commissioner Quackenbush, Michigan; Chairman Nelson, Texas; President Kavulla, Montana; Chairman Hanson, South Dakota; are confirmed as panelists. We also hope to shortly confirm two Commissioners from New Mexico and New York. No formal materials or preparation are required, rather we are looking to engage in a candid conversation on contemporary issues affecting our industry. As you haven’t attended this dialogue in the past here is some background for your consideration. Each year Macquarie Capital USA Inc (www.macquarie.com) holds a closed door conference (conducted as a dialogue between the audience and panelists/speakers) which focuses on the key current and future issues facing the US (and to a lesser extent Latam) Utilities, Power and Energy Infrastructure industries. The conference facility is located in Vail , Co approximately two hours drive, or a short flight, west of Denver, Co. Direct flights also run into Vail Eagle airport, approximately 30 minutes drive from the conference facility. Key note speakers will open the Dialogue on Wednesday March 16 (over a welcome reception and dinner, from 6 to 9pm) and on Thursday March 17 (at an on mountain restaurant, The Tenth). As with previous Dialogues the event will be conducted as a discussion between the panelists and the audience , moderated to move the discussion along. The panel/audience discussions are conducted in the mornings with the afternoons left free to participate in alpine activities or network in what is a beautiful mountain environment. Each of the six 60 minute sessions will be conducted (as with the dinner discussions) under the Chatham House Rule. The Dialogue will have a similar format to the previous 10 years (this year’s theme is “The Energy Industry Puzzle – putting the pieces together”) with panels in the morning and alpine activities/networking in the afternoon, and with dinners on Wednesday (last year former NYPD Commissioner Ray Kelly led a discussion on “Cyber and Physical Security and Counter Terrorism – the New York City Experience”) and Thursday (again last year we held a point/counter point debate on “The potential for a utility death spiral”, held over dinner at The Tenth restaurant). At this year’s dinners we hope to have authors Jeremy Rifkin and Robert Bryce, giving very different perspectives on the energy future. This year the six panel/audience discussions will focus on The evolving utility business model – back to the future?, Renewables – the impact on dark spread, spark spread and quark spread, theRegulators conundrum – lowest immediate cost versus industry sustainability, Latam roundtable – current perspectives, The changing capital landscape – a matter of survival?, and Oil and gas prices - how will they drive the future? We limit the attendance to 150 participants to allow full engagement from the attendees – largely at the Director/ CEO/CFO/Partner level from Utility, IPP, Solar, Wind, Technology, Storage companies, State and Federal Regulators and Legislators as well as selected private Infrastructure and Pension Funds. This has proven to be a highly anticipated event in these industries because of the seniority and diversity of attendees, and the unique format which draws out real differences and discussions between the attendees. I have attached the draft agenda for this year’s event and attendee list and agenda from 2015 for further reference. Please let me know if you need any further information – my direct number and cell are 212 231 1735 and , email alan.james@macquarie.com My assistant, Lisa Rivera can also be contacted in relation to the logistics on 212 231 2574 or lisa.rivera@macquarie.com. In addition to attending we are hopeful you will be able to join us and participate as a panelist for this unique and important event. I look forward to hearing back from you in the near future. Sincerely, Alan Alan W. James Chairman and Senior Managing Director Macquarie Capital (USA) Inc 125 West 55th Street New York NY 10019 212 231 1735 (office) (cell) alan.james@macquarie.com Unless otherwise indicated, this message is intended only for the personal and confidential use of the designated recipient(s) named above. If you are not the intended recipient of this message you are hereby notified that any review, dissemination, distribution or copying of this message is strictly prohibited. This communication is for information purposes only and should not be regarded as an offer to sell or as a solicitation of an offer to buy any financial product or service, an official confirmation of any transaction, or as an official statement of the entity sending this message. Email transmission cannot be guaranteed to be secure or error-free. Therefore, we do not represent that this information is complete or accurate and it should not be relied upon as such. All information is subject to change without notice. From: To: Cc: Subject: Date: Attachments: Robert W. Gee "tkavulla@mt. gov"; lisa.edgar@psc.state.fl.us; Quackenbush, John (LARA); Nowak, Ellen - PSC; Donna Nelson; Jones, Sandy, PRC; Hanson, Gary (PUC) Kay Posey; Warner, Ashley (LARA); Paske, Sandra - PSC; Lisa Cantu; Hirasuna, Robert, PRC; Sheri Givens; Alan James; Lisa Rivera Re: 11th Annual Macquarie Utilities, Power and Energy Infrastructure Dialogue 2016 -- Preparatory Conference Call for Panel Friday, March 11, 2016 2:57:44 PM gee_logo_final_small.jpg[2][16].png gee_logo_final_small.jpg[2].png Vail 2016_Agenda_FINAL.PDF Vail 2016_Conference Attendees_r2.pdf Dear Commissioners, Attached please find the final agenda and list of confirmed attendees list for the Vail conference. Looking forward to talking to (most) of you in just a few minutes. Thanks, Bob Robert W. Gee President Gee Strategies Group LLC 7609 Brittany Parc Court Falls Church, VA 22043 PH: 703.593.0116 Landline & Fax: 703.698.2033 Email: rwgee@geestrategies.com www.geestrategies.com Policy Analysis Advocacy Litigation Support WASHINGTON AUSTIN From: Robert Gee Date: Tuesday, March 8, 2016 at 11:30 AM To: "'tkavulla@mt. gov'" , "lisa.edgar@psc.state.fl.us" , "quackenbushj@michigan.gov" , "Nowak, Ellen - PSC" , Donna Nelson , "Jones, Sandy, PRC" , "Hanson, Gary (PUC)" Cc: Kay Posey , "Warner, Ashley (LARA)" , "Sandra.Paske@wisconsin.gov" , Lisa Cantu , "Hirasuna, Robert, PRC" , Sheri Givens , Alan James , Lisa Rivera Subject: 11th Annual Macquarie Utilities, Power and Energy Infrastructure Dialogue 2016 -Preparatory Conference Call for Panel Dear Commissioners, Thank you once again for accepting the invitation to speak on the panel at the upcoming 11th Annual Macquarie Utilities, Power and Energy Infrastructure Dialogue 2016 in Vail, CO, on Thursday, March 17 at 11:00 am. Your panel is entitled: The Regulators Conundrum – Lowest Immediate Cost vs. industry Sustainability. There will be no prepared remarks. Rather, as your moderator, I will facilitate the discussion by asking you a series of questions to promote a lively discussion. Topics of discussion will include the following: The quandary of responding to increased costs in a low growth environment The Clean Power Plan: Oppose, comply, or seek more time? Least cost versus environmentally motivated generation dispatch Maintaining reliability and affordability in deregulated power markets Do existing market designs adequately invent new generation capacity and diversity? We would like to schedule a conference call with as many of you as possible who are available at a common time. For those unavailable, we will schedule individual phone conversations as needed. Please let me know of your availability during the following days and times: Wednesday, March 9 — Friday March 11 9 am — to 6 pm eastern Monday, March 14 9 am — 2 pm eastern Thanks and we look forward to seeing you all next week. Kind regards, Bob Robert W. Gee President Gee Strategies Group LLC 7609 Brittany Parc Court Falls Church, VA 22043 PH: 703.593.0116 Landline & Fax: 703.698.2033 Email: rwgee@geestrategies.com www.geestrategies.com Policy Analysis Advocacy Litigation Support WASHINGTON AUSTIN From: Alan James Reply-To: Alan James Date: Tuesday, January 19, 2016 at 10:29 AM To: Robert Gee Cc: "Macquarievailconference@macquarie.com" Subject: INVITATION: 11th Annual Macquarie Utilities, Power and Energy Infrastructure Dialogue 2016 11th Annual Macquarie Utilities, Power and Energy Infrastructure Dialogue Continue reading below or view this email in your browser Macquarie vail_std_2016 Invitation The energy industry puzzle — fitting the pieces together Dear Robert: Please join us in Vail for the 11th Annual Macquarie Utilities, Power and Energy Infrastructure Dialogue 2016. This year's Dialogue— conducted under the “Chatham House Rule”—will bring together senior stakeholders from industry, government and regulatory agencies. The agenda will address key contemporary issues facing the utility, power, renewable and gas industries in five sessions over two mornings. Enjoy your choice of alpine activities or leisure time in the afternoons, and keynote speakers including at both on-mountain dinners in the evenings. Learn more about this invitation-only event. Your Macquarie hosts Alan James, Rob Kupchak, Brent Wahl, Michael Allison and Mark Ramsey look forward to seeing you there. puzzle WED - FRI You're invited. 16-18 11th Annual Macquarie Utilities, Power and Energy Infrastructure Dialogue. MAR The dialogue will start on the evening of Wednesday, March 16 and conclude at noon on Friday, March 18, 2016. Vail Cascade Resort and Spa 1300 Westhaven Drive Vail, Colorado​ 81657 RSVP by Friday, February 19, 2016 Will you be attending? Let us know. Contact Should you have any questions regarding this event, please contact Lisa Rivera on 212-231-2574 or via lisa.rivera@macquarie.com or Terry Tang on 212-231-1664 or via terry.tang@macquarie.com. Important information Privacy policy Important notice - If you no longer want to receive emails from alan.james@macquarie.com, please click here. The information contained in this email is confidential. If you are not the intended recipient, you must not disclose or use the information in this email in any way. If you received it in error, please tell us immediately by return email and delete the document. Macquarie does not guarantee the integrity of any emails or attached files. It is also not responsible for any changes made to them by any other person. The energy industry puzzle— fitting the pieces together Conference attendees 11th Annual Macquarie Utilities, Power & Energy Infrastructure Dialogue Adik, Stephen NorthWestern Energy Corporation Ahluwalia, Karan Sundrop Fuels, Inc Allison, Michael Macquarie Capital (USA), Inc. Ang, Simon Macquarie Capital (USA), Inc. Baker, Nick Macquarie Capital (USA), Inc. Bear, John MISO Berner, James First Reserve Binkowski, Tod InterGen Binz, Ron Public Policy Consulting Bittan, Jack Capstone Infrastructure Blackford, David CIM Group Bowles, Ian WindSail Capital Group Breckenridge, John Capital Dynamics Brevnov, Boris Liberty Energy Trust, LLC Bryce, Robert The Manhattan Institute for Policy Research Burgaleta, Alejandro Gestamp Wind North America, Inc. Butcher, Nick Macquarie Capital (USA), Inc. Butler, Kevin SunEdison, Inc. Carroll, Richard Macquarie Infrastructure and Real Assets Inc. Carson, John Alterra Power Corp. Cemm, Jamie IFM Investors Chaichian, Mark Buckthorn Partners LLP Cho, Jake Macquarie Capital (USA), Inc. Collins, Rob Hastings Funds Management Limited    Cook, Patrick SunEdison, Inc. Corn, Jay Sundrop Fuels, Inc Cornelius, Craig NRG Energy, Inc. Crane, Bruce Borealis Infrastructure Management Inc. The energy industry puzzle— fitting the pieces together Conference attendees 11th Annual Macquarie Utilities, Power & Energy Infrastructure Dialogue Davis, Grant Tenaska Capital Management Furniss, Peter Footprint Power Drysdale, Diana PSEG Gabriel, Mark Western Area Power Administration Eber, John J.P.Morgan Asset Management Garcia, Julio IFM Investors Edgar, Lisa Florida Public Service Commission Gee, Robert Gee Strategies Group, LLC Ehrenzeller, Paul Footprint Power Givens, Sheri Gee Strategies Group, LLC Eilers, Patrick Madison Dearborn Partners, LLC. Gole, Nicholas Macquarie Capital (USA), Inc. Engelbrecht, William Sempra U.S Gas & Power Grant, Greg Ontario Teachers’ Pension Plan Everest, Chip Sustainable Power Group LLC Greenblatt, David Balfour Beatty Infrastructure Partners Ezekiel, Paul AMP Solar Group Gupta, Deepak Covanta Energy Feo, Ed Coronal Group LLC Hadley, David Hadley Strategies Consulting Fernandez, Mario Macquarie Capital (USA), Inc. Hanson, The Honorable Gary South Dakota Public Utlities Commission Florian, Mark First Reserve Flynn, John National Grid USA Service Company Frisbie, Jay Tenaska Capital Management Funder, Jackie Macquarie Capital (USA), Inc. Hazell, Stephanie National Grid USA Service Company Henger, Ray Sustainable Power Group LLC Hernandez, Alex AHV Capital The energy industry puzzle— fitting the pieces together Conference attendees 11th Annual Macquarie Utilities, Power & Energy Infrastructure Dialogue Hopkins, Mike ICE Energy Kupchak, Robinson Macquarie Capital (USA), Inc. Houle, Thomas Macquarie Capital (USA), Inc. Lamb, William Baker Botts, LLP Hunt, Christopher Riverstone Holdings LLC Lau, John Macquarie Capital (USA), Inc. Iamonaco, Mark InterGen Lefebvre, Thomas I Squared Capital Advisors (US) LLC James, Alan Macquarie Capital (USA), Inc. Lundy, Tony Wexford Capital LP Jones, Sandy New Mexico Public Regulation Commission Luu, Albert SolarCity Kavulla, Travis Montana Pulic Service Commission Keefe, Richard Macquarie Capital (USA), Inc. Kendircioglu, Recep John Hancock Financial Services Keough, Rob Balfour Beatty Infrastructure Partners Khettry, Sanjay Alinda Capital Partners Kidd, Hamish Macquarie Capital (USA), Inc. Killamsetty, Pradeep John Hancock Financial Services Inc Kreamer, Nat Spruce Malik, Shahid PSEG Power LLC McShane, David Macquarie Capital (USA), Inc. Medvedev, Andrew Morgan Stanley Infrastructure Meigel, Jeff TerraForm Power, Inc. Mendez, Carlos Crayhill Capital Management LP Mitchell, Robert Atlantic Wind Connection Montgomery, Alec IFM Investors Morales, Hector Macquarie Capital (USA), Inc. The energy industry puzzle— fitting the pieces together Conference attendees 11th Annual Macquarie Utilities, Power & Energy Infrastructure Dialogue Murphy, Drew Edison International Rahmathulla, Adil I Squared Capital Advisors (US) LLC Nelson, Donna Public Utility Commission of Texas Ramsey, Mark Macquarie Capital (USA), Inc. Nickey, Susan Hannon Armstrong Sustainable Infrastructure Capital, Inc. Rappe, Jonathan ImMODO Energy Services Corporation Nowak, Ellen Public Service Commission of Wisconsin Rifkin, Jeremy The Foundation on Economic Trends Offutt, Perry Macquarie Infrastructure and Real Assets Inc. Olagues, Darren Cleco Power LLC O’Leary, Kathleen Northern Indiana Public Service Co. Osborne, Tom IFM Investors O’Shaughnessy, Grady Apex Clean Energy Osorio, Alina Aquila Infrastructure Management Inc Pellegrini, Emilio D’E Capital S.A. Poll, Alexander MEAG MUNICH ERGO AssetManagement GmbH Quackenbush, John Michigan Public Service Commission Rogers, Ben Broadscale Group Roseman, David Macquarie Capital Advisers Rosenblut, Jorge Strategies & Business Development Rubin, Aaron Macquarie Infrastructure and Real Assets Inc. Rucker, Michael Brightman Energy Rupert, Stephan PSP Investments Ryan, Chris Independent Sanchez De Lamadrid, Javier Macquarie Capital (USA), Inc. Schneider, Corey Government of Singapore Investment Corporation Silverton, Michael Macquarie Capital (USA), Inc. The energy industry puzzle— fitting the pieces together Conference attendees 11th Annual Macquarie Utilities, Power & Energy Infrastructure Dialogue Simonsen, Knut DTE Energy Watts, George Stonepeak Infrastructure Partners Smerdon, Michael Capstone Infrastructure Weatherley-White, Carl Light Beam Electric Company, LLC Smitherman, Barry Vinson & Elkins LLP Weisel, Andrew Macquarie Securities Group Sternthal, Robert CohnReznick Capital Markets Securities, LLC Weng, Eric Macquarie Capital (USA), Inc. Tordrup, Henrik Copenhagen Infrastructure Partners Troeller, Scott Fir Tree Partners Trousdale, Jim Apex Clean Energy Valdman, Bert Optimum Energy LLC Valentine, Robert Macquarie Capital (USA), Inc. Vanjara, Ankit Macquarie Capital (USA), Inc. Vince, Clinton Dentons Wahl, Brent Macquarie Capital (USA), Inc. Walters, Bram Forum Equity Partners Warner, Ross Macquarie Capital (USA), Inc. Wierstra, Jim Macquarie Capital (USA), Inc. Wissemann, Chris Fishermen’s Energy, LLC Young, Ward The Carlyle Group Zibarras, Jason Argo Infrastructure Partners LLC Zichal, Heather Zichal Inc. Zucchet, Steven Borealis Infrastructure Management Inc. The energy industry puzzle— fitting the pieces together Agenda 11th Annual Macquarie Utilities, Power & Energy Infrastructure Dialogue WEDNESDAY March 16, 2016 TIME SESSION LOCATION 2:00pm– 6:00pm Conference registration Mountain View 6:00pm– 9:00pm Cocktail Reception, Dinner, and Opening KeyNote Address Jeremy Rifkin—“The Third Industrial Revolution” Centennial Ballroom The energy industry puzzle— fitting the pieces together Agenda 11th Annual Macquarie Utilities, Power & Energy Infrastructure Dialogue THURSDAY March 17, 2016 TIME SESSION LOCATION 6:45am– 7:45am Breakfast Centennial Foyer 7:45am– 8:00am Speaker The evolving utility business model Centennial Ballroom 8:00am– 9:00am SESSION I The evolving utility business model—back to the future… • What will constitute a “utility service” requiring regulation? • Maintaining a balance—affordability, reliability and environmental sustainability • Maintaining system security • Centralized versus distributed generation, micro grids and storage • Creating value and minimizing the cost of stranded assets 9:00am– 9:15am Speaker Impact of renewables 9:15am– 10:15am SESSION II Renewables—the impact on dark spread, spark spread and quark spread… • Utility scale versus residential solar: Which technology owns the future? • The politics of net metering and rate design • Increased renewables penetration— Impact on grid stability and resilience • Commercialization of storage— How far off? • Tax concessions for renewables: How much longer? The energy industry puzzle— fitting the pieces together Agenda 11th Annual Macquarie Utilities, Power & Energy Infrastructure Dialogue THURSDAY (cont’d) March 17, 2016 TIME SESSION LOCATION 10:15am– 10:45am Coffee break Centennial Foyer 10:45am– 11:00am Speaker The regulators’ conundrum Centennial Ballroom 11:00am– 12:00pm Session III The Regulators Conundrum— lowest immediate cost vs. industry sustainability… • The quandary of responding to increased costs in a low growth environment • The Clean Power Plan: Oppose, comply, or seek more time? • Least cost versus environmentally motivated generation dispatch • Maintaining reliability and affordability in deregulated power markets • Do existing market designs adequately invent new generation capacity and diversity? 12:00pm– 12:30pm Pick up boxed lunches for afternoon activities Centennial Foyer 12:30pm– 4:30pm Afternoon alpine activities or time at leisure Refer to activity sheet or conference app 5:15pm– 5:45pm Departure to the 10th restaurant Vail Cascade lobby 6:00pm– 9:00pm On mountain cocktail reception, conference dinner and KeyNote Address Robert Bryce—“How increased energy use creates a richer world” The 10th restaurant (via Gondola One, Vail Village) The energy industry puzzle— fitting the pieces together Agenda 11th Annual Macquarie Utilities, Power & Energy Infrastructure Dialogue FriDAY March 18, 2016 TIME SESSION 6:45am– 7:30am Breakfast Centennial Foyer 7:30am – 8:30am SESSION IV LatAm Roundtable— Current perspectives Roundtable discussion of current energy policy and investment issues and trends in Mexico, Colombia, Peru, Chile and Brazil Centennial Ballroom 8:30am– 8:45am Speaker Changing capital landscape 8:45am– 9:45am SESSION V The changing capital landscape—a matter of survival? • Funding new build power and midstream assets • The history and future for YieldCos, REITs and MLPs? • The impact of public market disruption— what does it mean and how long will it last? • The role of pension and infrastructure funds in a more volatile market • Leverage finance – where to from here? 9:45am– 10:00am Speaker Oil and gas prices The energy industry puzzle— fitting the pieces together Agenda 11th Annual Macquarie Utilities, Power & Energy Infrastructure Dialogue FriDAY (cont’d) March 18, 2016 TIME SESSION 10:00am– 11:00am SESSION VI Oil and gas prices—how will they drive the future? • How will EV, LNG (and CNG) development affect midstream roll outs? • The consequences of newly “energized” environmental opposition to oil and gas infrastructure • The future for commodity priced energy infrastructure… oil exports and geopolitics • Hedging bets on low gas prices: How long will they last, and what could happen? • The increased interdependency between gas and electric infrastructure 11:00am– 11:15am Closing remarks and conclusion of formal conference 11:15am– 12:00pm Pick up boxed lunches for afternoon activities Centennial Foyer 11:15am– onwards Transfers to Vail Eagle Airport Vail Cascade lobby 11:30am– 4:00pm Afternoon alpine activities or time at leisure Refer to activity sheet or conference app 4:00pm– 6:00pm Après ski reception Creekside Deck From: To: Cc: Subject: Date: Attachments: Robert W. Gee Nowak, Ellen - PSC Paske, Sandra - PSC; Sheri Givens Invitation to Energy Policy Leadership Summit on December 6-7, 2016 in Miami. FL Monday, October 17, 2016 2:38:26 PM 20C5FE25-CE5D-4095-ADBB-02156D9E8FCB[6].png Commissioner Invitation_Nowak.doc Energy Policy Leadership Summit 2016_DRAFT agenda 101016.doc Dear Ellen, I would like to cordially invite you to the upcoming Energy Policy Leadership Summit to be held on December 6 – 7 in Miami, FL . As the attached letter and draft agenda indicate, the focus of discussion this year will be the outcome of the general election at the federal and state level, and the attending impact on energy policy, as well as other significant issues affecting the electric utilities sector. As a seasoned veteran of this executive dialogue, you don’t require any explanation of the value of this type of event. This year, given the impending transition to a new administration, no matter which party prevails, the discussion will assume even greater importance should divided government continue, as predicted. We hope you will be able to join us once again. Please let Sheri or me know if you can accept, and we look forward to hearing from you. Kind regards, Bob Robert W. Gee President Gee Strategies Group LLC 7609 Brittany Parc Court Falls Church, VA 22043 +1.703.593.0116 (US Main & Mobile) +1.703.698.2033 (US Landline & Fax) + 86.132.6023.6867 (China Mobile) Email: rwgee@geestrategies.com www.geestrategies.com Policy Analysis Advocacy Litigation Support WASHINGTON AUSTIN February 24, 17 www.geestrategies.com Energy Policy Leadership Summit Highlighting Presidential, Congressional, Gubernatorial, and State Legislative Elections JW Marriott Miami 1109 Brickell Avenue Miami, Florida 33131 December 6 - 7, 2016 Ground Rules for Dialogue 1. Discussion shall not involve any pending cases before commissioners. 2. Conversations are not intended to arrive at a consensus. 3. Remarks are not for attribution. AGENDA MONDAY, DECEMBER 5 6:30 p.m. Welcome Reception & Dinner Morton’s The Steakhouse 1200 Brickell Avenue (across the street from hotel) TUESDAY, DECEMBER 6 7:00 a.m. – 8:00 a.m. Registration and Continental Breakfast 8:00 a.m. – 5:00 p.m. General Session 8:00 a.m. – 8:15 a.m. Welcome Introduction and Overview Robert W. Gee President Gee Strategies Group, LLC Ground Rules Sheri S. Givens Senior Vice President Gee Strategies Group, LLC 8:15 a.m. – 9:30 a.m. Lessons from the 2016 Elections: Parties, People, and Priorities Introduction: The November general election saw the Republican candidate for President, Donald J. Trump, prevailing, and the Republican Party retaining the majority of both houses of Congress, bringing both branches of the federal government under single-party control for the first time since 2008. In addition, changes in partisan control of state legislatures occurred. With this election, changes are expected. At stake are the direction of energy and environmental policy, and the continued viability of the Obama Administration’s Clean Power Plan. What were the dominant political forces in driving the winning 2 strategy for the White House, the control of Congress, and state legislatures? What will the 2017 political makeup mean for resolution of fundamental questions affecting the US economy, such as tax reform and deficit reduction? What will be the legislative priorities for the new Congress and the incoming Trump Administration, and how will they affect energy interests? Moderator: Nick Wagner Commissioner Iowa Utilities Board Co-Chair, Washington Action Program National Association of Regulatory Utility Commissioners Opening Keynote: Energy Transition Team Representative for President-elect Donald J. Trump Closing Keynote: Impact of the Election on the Electric Industry David K. Owens Executive Vice President Edison Electric Institute 9:30 a.m. – 9:45 a.m. Break 9:45 a.m. – 10:45 a.m. State and Federal Perspectives Keynote Remarks by: Norman Bay (invited) Chairman Federal Energy Regulatory Commission Robert Powelson Commissioner Pennsylvania Public Utility Commission President National Association of Regulatory Utility Commissioners 10:45 a.m. – 12:00 p.m. A Dialogue on Infrastructure and Resource Planning in an Uncertain Environment Introduction: The general public demands that the electric power industry provide service that is reliable, affordable, clean, safe, and resilient. But responsibility for overseeing energy resource development has become diffuse and unclear. A series of federal court decisions -- aimed at clarifying the lines of jurisdiction between states and the Federal Energy Regulatory Commission over generation and demand response -have instead made an existing complex planning process even more uncertain for the future. In addition, price competition in generation markets, and environmental policies, have resulted in favoring natural gas generation over coal and nuclear energy, placing stress points on reliability and increasing the need for gas infrastructure. Against this uncertain environment, how should policy makers respond? Moderator: Philip Moeller Senior Vice President, Energy Delivery, and Chief Customer Solutions Officer Edison Electric Institute Panelists: 3 Brian Kalk North Dakota Public Service Commission Commissioner Mike Monroe Chief of Staff North America's Building Trades Unions Anne Grealy (invited) Executive Director, State Regulatory Affairs First Energy Corporation Respondent: Kenneth Anderson Commissioner Public Utility Commission of Texas 12:00 p.m. – 1:00 p.m. Lunch 1:00 p.m. – 2:30 p.m. Industry’s Perspectives on the Current Business Environment for Utilities under Challenging Conditions Introduction: Investor-owned electric utilities today confront a host of challenges ranging from evolving business models to environmental compliance, compounded by the need to increase capital expenditures for system maintenance and upgrades, all while confronting anemic sales growth. They are also being challenged by increased penetration of renewables, leading to a significant change in the resource mix, yet are being tasked with maintaining reliability. How will these multiple challenges looming on the horizon be met? This panel will address these subjects with an emphasis on how regulation can facilitate or impede the current operating environment. Moderator: Edward Finley Chairman North Carolina Utilities Commission Chairman, Committee on Electricity National Association of Regulatory Utility Commissioners Panelists: Lloyd M. Yates (invited) Executive Vice President, Customer and Delivery Operations, and President, Carolinas Region Duke Energy Rod West (invited) Executive Vice President and Chief Administrative Officer Entergy Lead Respondent: Maida Coleman Commissioner Missouri Public Service Commission 2:30 p.m. – 3:00 p.m. Break 4 3:00 p.m. – 4:30 p.m. Pathways to a Smarter Digital and Distributed Grid Introduction: The industry is moving towards a more digital, distributed, and integrated grid. Enabling technologies, in combination with microgrid pilot projects at the state and local level, continue to evolve. The electric industry continues to make investments to integrate new resources, technologies, and services into the grid to meet the changing needs of customers. Increasingly, a plausible future looks to be shaped by the development of “smart cities,” wider deployment of “big data,” and market penetration of electric vehicles (EVs) serving purposes as varied as storage, ancillary services, and distributed energy. As the electric grid evolves into a multi-directional, interactive system, it will require a rigorous performing, high quality communications network. Will infrastructure be sufficient to address the task, especially in light of cybersecurity risks? What are the future implications for utilities, customers, and regulators? Moderator: Ellen Nowak Chair Wisconsin Public Service Commission Panelists: Nancy Lange Vice Chair Minnesota Public Utilities Commission Diane X. Burman Commissioner New York Public Service Commission Tim Schneider Public Advocate Maine Office of Public Advocate Lead Respondent: Donnie Colston International Representative, Utilities Department International Brotherhood of Electrical Workers 4:30 p.m. – 5:00 p.m. Perspectives for the Day Moderator: Nick Wagner Commissioner Iowa Utilities Board Co-Chair, Washington Action Program National Association of Regulatory Utility Commissioners 5:00 p.m. Adjourn for the Day 6:30 p.m. – 8:30 p.m. Reception and Dinner Marion 1111 SW 1st Ave (Convene in hotel lobby at 6:15 pm to walk to restaurant) 5 WEDNESDAY, DECEMBER 7 7:00 a.m. – 8:00 a.m. Registration & Breakfast 8:00 a.m. – 12:00 p.m. General Session 8:00 a.m. – 9:30 a.m. The Changed Clean Energy Landscape in 2017 Introduction: The results of the November general election have cast doubt on the retention of the Obama Administration’s Clean Power Plan (CPP), and the obligations of the United States under the Paris Agreement. Until the election, despite the pending legality and stay of the CPP, states and electric power companies had been moving forward with efforts to reduce carbon emissions, anticipating the CPP to remain in legal limbo throughout 2017. For example, certain states had been moving forward on carbon reduction plans, as evidenced by Washington’s ongoing consideration of both new carbon trading rules and a potential carbon tax. Colorado had been considering a new carbon reduction program, and California, Minnesota and Pennsylvania had submitted or developed state plans to comply with the CPP. Now, it appears likely that the Trump Administration will call back the CPP, and seek to shed carbon reduction obligations under the Paris Agreement. How will these impending decisions impact state energy and climate policy planning in 2017? What would be the administrative process for walking back CPP and Paris obligations, and what would be the timeline? In addition to the altered regulatory landscape on carbon controls, what impact will the new Administration have on regulation of other air emissions? This panel will provide strategic insights into how electric utilities and state planners should address these challenges. Moderator: Mike Huebsch Commissioner Public Service Commission of Wisconsin Panelists: Kyle Danish Partner Van Ness Feldman Todd Parfitt Director, Wyoming Department of Environmental Quality Vice President, The Environmental Council of the States Lead Respondent: Dallas Winslow Chairman Delaware Public Service Commission 9:30 a.m. – 10:00 a.m. Break 10:00 a.m. — 11:30 a.m. Enabling Customer Solutions Introduction: As new technologies increasingly enable energy personalization, many customers want more flexibility and want to be more engaged in managing their energy usage. For example, large commercial customers increasingly want renewable energy to meet their corporate sustainability goals. Residential customers choose to install private rooftop solar and want to manage their energy use using connected devices. It is critical for industry and policymakers to review and redesign rates to accommodate these choices. In addition, it is important that customer protection and education remain key to achieving those goals. 6 Moderator: Doug Little Commissioner Arizona Corporation Commission Panelists: Michael Maslansky CEO Maslansky & Partners Aakash Chandarana Regional Vice President, Rates and Regulatory Affairs - Minnesota Xcel Energy Elin Katz Consumer Counsel Connecticut Office of Consumer Counsel Lead Respondent: Jordan White Commissioner Utah Public Service Commission 11:30 a.m. – 12:00 p.m. Final Thoughts on the Summit: The Commissioners Get the Last Word Moderator: David Springe Executive Director National Association of State Utility Consumer Advocates 12:00 p.m. Adjournment (Box lunches will be available starting at 11:30 a.m. for departure) www.geestrategies.com October 17, 2016 The Honorable Ellen Nowak Commissioner Wisconsin Public Service Commission BY EMAIL RE: Invitation to Energy Policy Leadership Summit in Miami, FL on December 6-7, 2015 Dear Ellen, Gee Strategies Group LLC cordially invites you to participate in the Energy Policy Leadership Summit on December 6 - 7, 2016. The location of this Summit will be at the JW Marriott Miami Hotel in Miami, Florida. The dialogue will begin at 8:00 a.m. on Tuesday, December 6th, and conclude at 12:00 p.m. on Wednesday December 7th. This Summit was first convened 8 years ago following the 2008 Presidential election to allow Commissioners insights into the workings of the upcoming Congress and its relationship with the incoming Administration on matters of energy policy affecting the electric utility industry. Following the 2012 Presidential election, we convened a Quadrennial Summit to address some of the same issues discussed 4 years earlier. Subsequently, we convened a Summit following the mid-term elections of 2014, and again in 2015 owing to the prominence of politics dominating the direction of energy policy. We are convening our Summit this December owing to the November election of a new President, a new Congress, and new leaders at the state level, events certain to affect the direction energy and environmental policy at the federal and state level. Participation in this unique event will be by invitation only to select Commissioners. It is an executive dialogue designed to encourage the sharing of perspectives between the utility commissioners and public policy leaders on the critical issues facing the electric utility sector. Purpose of the Summit In 2012, President Barack Obama was re-elected for a second term. By the 2014 mid-term elections, the country had a fully divided government when the Republicans secured control of the U.S. Senate to accompany their preexisting majority in the House of Representatives. This heightened a partisan divide and paved the way for federal administrative agencies to play a more prominent role in sharping energy and environmental policy, exemplified by the Administration’s promulgation of the Clean Power Plan (CCP), which was followed by a stay by a federal appeals court. But the CCP’s ultimate legality will likely turn on a new US Supreme Court Justice to be appointed next year by the incoming President for the currently vacant seat on the Court. During the interim, states and industry must grapple with this legal uncertainty while the carbon reduction targets agreed upon at the 21st United Nations Climate Conference in Paris last year – and on which the United States partially grounded its pledge based on the CCP goals -- have now come into force. Because of the convergence of these political forces influencing federal and state policy, along with its global dimension, this Summit is being convened to enable an informed discussion with key policymakers and thought leaders. Along with other speakers, the Summit will feature: • • • A keynote address by a member of Transition Team for the incoming Presidential Administration. Commentary from political experts addressing the impact of the 2014 general election, and its implications for federal and state energy policy. Discussions on the utility business model of the future, rate design and solar energy, and the challenges of maintaining resource diversity. Panel discussions will include Commissioners, utility Chief Executive Officers, consumer advocates, and environmental interests. Attached for your information is a preliminary agenda of the program. This format will encourage open and candid discussion between invited utility commissioners and the panelists. Notes will be taken for purposes of summarizing and synthesizing the discussion, but no statements will be attributed. All statements made during the Summit will be off the record. Gee Strategies Group LLC will offer travel reimbursement, including roundtrip coach airfare and lodging, to all Commissioners. This program is being conducted through the generous sponsorship of the Edison Electric Institute. Please contact us if you have any further questions regarding this invitation. We look forward to confirming your participation in this important event. Sincerely, Robert W. Gee President Gee Strategies Group LLC From: To: Cc: Subject: Date: Attachments: Robert W. Gee kenneth.anderson@puc.texas.gov; Diane.burman@dps.ny.gov; Maida.coleman@psc.mo.gov; boydwdunn@juno.com; finley@ncuc.net; Huebsch, Mike - PSC; bkalk@nd.gov; Elin.Katz@ct.gov; Nancy.Lange@state.mn.us; dlittle@azcc.gov; Nowak, Ellen - PSC; rfp@pa.gov; tim.schneider@maine.gov; david.springe@nasuca.org; Nick.wagner@iub.iowa.gov; jordanwhite@utah.gov; dallaswinslow@yahoo.com; todd.parfitt@wyo.gov; Aakash.Chandarana@xcelenergy.com; Donnie_Colston@IBEW.org; kwd@vnf.com; agrealy@firstenergycorp.com; michael@Maslansky.com; pmoeller@eei.org; mmonroe@buildingtrades.org; David Owens; DeVito, Vincent; Danner, Dave (UTC) Sheri Givens; ilyn@eei.org; Elizabeth Stipnieks; Sacavage, Krystle; Wilk, Tracey; klowell@ncuc.net; mrowell@azcc.gov; Mary Swoboda; monica.lambert@puc.texas.gov; Paske, Sandra - PSC; Jones, Krystal - PSC; Crecelius, Lorraine [IUB]; Beis, Taylor; Connie Osborne Energy Policy Leadership Summit on December 6 - 7, 2016, in Miami, Florida-- Current Participants, Updated Agenda, Travel Reimbursement Details, Dinner RSVPs, and Preparatory Conference Calls Tuesday, November 22, 2016 11:50:36 PM 20C5FE25-CE5D-4095-ADBB-02156D9E8FCB[7].png Energy Policy Leadership Summit 2016_DRAFT agenda 112316_clean.doc GeeStratExpense report .xls Dear Commissioners, Senior State Officials and Invited Speakers to the Energy Policy Leadership Summit: In this message, please find information regarding the following: Who is coming Updated preliminary agenda RSVPs required for two group receptions and dinners Description of panel format and preparatory conference call information for panelists Travel reimbursement procedure for state officials and reimbursement form THANKS! We appreciate the decision by those of you who accepted the invitation to participate in the upcoming Energy Policy Leadership Summit. This Summit will be our fifth gathering convened primarily following a nationwide general election. Previous Summits were held following the Presidential elections of 2008 and 2012, as well as the mid-term elections. In light of this year’s watershed election, our Summit assumes even greater importance to understanding the direction of national and state policies. Our discussions aim to shed light on how these political changes might ultimately be reflected in policies for energy and utilities sector at the state and federal levels. For this event, we have assembled an impressive cross-section of thought leaders from across the country representing state utility regulators, environmental regulators, consumer advocates, organized labor, and industry. WHO IS COMING? The following state officials have confirmed their participation: STATE PUBLIC UTILITY COMMISSIONS Arizona Corporation Commission Doug Little. Chairman Boyd Dunn, Commissioner-Elect Delaware Public Service Commission Dallas Winslow, Chairman Iowa Utilities Board Nick Wagner, Board Member Co-Chair, Washington Action Program National Association of Regulatory Utility Commissioners (NARUC) Minnesota Public Utilities Commission Nancy Lange, Commissioner Chair, Committee on Energy Resources and the Environment, NARUC Missouri Public Service Commission Maida Coleman, Commissioner New York Public Service Commission Diane X. Burman, Commissioner Vice Chair, Committee on Gas, NARUC North Carolina Utilities Commission Edward Finley, Jr., Chairman Chairman, Committee on Electricity, NARUC North Dakota Public Service Commission Brian Kalk, Commissioner Pennsylvania Public Utility Commission Rob Powelson, Commissioner President, NARUC Public Utility Commission of Texas Kenneth Anderson Commissioner Public Service Commission of Utah Jordan White, Commissioner Public Service Commission of Wisconsin Ellen Nowak, Chairperson Mike Huebsch, Commissioner STATE CONSUMER ADVOCATES Connecticut Office of Consumer Counsel Elin Swanson Katz, Consumer Counsel Vice President National Association of State Utility Consumer Advocates Maine Office of the Public Advocate Tim Schneider, Public Advocate National Association of State Utility Consumer Advocates David Springe, Executive Director STATE ENVIRONMENTAL REGULATORS Environmental Council of the States (ECOS) Wyoming Department of Environmental Quality Todd Parfitt, Director Vice President, ECOS HOTEL ARRANGEMENTS AND MEETING LOCATION Our lodging and meeting facilities for the Summit will be at the following venue: JW Marriott Miami 1109 Brickell Avenue Miami, Florida 33131 By now, state officials should have contacted us to make their hotel reservations, while non-government participants should have used the link we provided to book their own rooms. We have booked room reservations for all state officials under a master bill, while non-government participants will pay their room expenses directly. When all of you check in, you will need one form of identification and a credit card (for incidentals if a state official). STATE OFFICIALS: You DO NEED to make your own air travel reservations, and associated air to ground transfers to and from the hotel. Your expenses for air and related ground travel will be reimbursed. See below. EVENING EVENTS — RSVP's REQUIRED FOR TWO GROUP RECEPTIONS AND DINNERS On the evening of Monday, December 5, we will be hosting a welcome reception and dinner for early arrivals. Please let our Senior Vice President Sheri Givens (sgivens@geestrategies.com) know whether you will be joining us, and how many will be in your party so that we can make proper arrangements. On Tuesday, December 6, we will also host a first-day reception and group dinner. Please also let Sheri Givens know how many will be in your party. Please see the attached agenda for the locations for both receptions and dinners. UPDATED AGENDA, PANEL FORMAT, AND PREPARATORY CONFERENCE CALLS Attached for your information is an updated preliminary agenda. The Summit is not a conference with an audience. Rather, it is an executive dialogue structured to promote discussion between invited participants, including those not speaking on panels. Seating will be at a large, squared table to promote interaction. When the program commences, there will be few slide presentations. Rather, moderators will introduce speakers on each panel tasked with making an opening set of remarks lasting from 7 to 8 minutes apiece. The balance of the time on each panel will be devoted to posing questions to the panelists, or discussion among the participants. Many of the state utility commissioners be serving as moderators or lead respondents for the various panels. The purpose of the lead respondent will be to initiate the questioning of the panelists after remarks by the panel speakers before the moderator takes questions from the floor. We will be convening a series of preparatory conference calls with the moderators, panelists and lead respondents next week. If you are on a panel, we will be contacting your offices to schedule a call. They will last no longer than 45 minutes. Commissioners may substitute a staff representative if they are unavailable. TRANSPORTATION REIMBURSEMENT POLICY AND PROCEDURE (FOR STATE OFFICIALS) Gee Strategies Group LLC will reimburse coach class airfare/train fare, hotel nights as needed, and all related ground transportation to and from the event. Incidental meal expenses incurred during transit may also be included. Otherwise, all meals will be provided during the Summit. Please keep all receipts to submit for expense reimbursement. Please use the attached reimbursement form which should be sent electronically (i.e., emailed) with scanned receipt copies at the conclusion of the Summit when you return home. Unfortunately, we can no longer receive expense submissions by regular postal mail. Please contact me or Sheri Givens if you have any further questions, and we look forward to seeing you all in Miami next month. Happy Thanksgiving and please be safe during the holidays! Kind regards, Bob Robert W. Gee President Gee Strategies Group LLC 7609 Brittany Parc Court Falls Church, VA 22043 +1.703.593.0116 (US Main & Mobile) +1.703.698.2033 (US Landline & Fax) + 86.132.6023.6867 (China Mobile) Email: rwgee@geestrategies.com www.geestrategies.com Policy Analysis Advocacy Litigation Support WASHINGTON AUSTIN From: To: Cc: Subject: Date: Attachments: Robert W. Gee Huebsch, Mike - PSC Sheri Givens; Nowak, Ellen - PSC; Paske, Sandra - PSC Invitation to Energy Policy Leadership Summit on December 6-7, 2016 in Miami. FL Saturday, November 5, 2016 12:59:20 PM 20C5FE25-CE5D-4095-ADBB-02156D9E8FCB[5].png Commissioner Invitation_Huebsch.doc Energy Policy Leadership Summit 2016_DRAFT agenda 110316 clean.doc Dear Commissioner Huebsch (Mike), I would like to cordially invite you to the upcoming Energy Policy Leadership Summit to be held on December 6 – 7, 2016, in Miami, FL. As the attached letter and draft agenda indicate, the focus of discussion this year will be the outcome of the general election at the federal and state level, and the attending impact on energy policy, as well as other significant issues affecting the electric utilities sector. If you have any questions, please contact me or my Senior Vice President Sheri Givens (copied here). We sincerely hope that you can join us. Kind regards, Bob Robert W. Gee President Gee Strategies Group LLC 7609 Brittany Parc Court Falls Church, VA 22043 +1.703.593.0116 (US Main & Mobile) +1.703.698.2033 (US Landline & Fax) + 86.132.6023.6867 (China Mobile) Email: rwgee@geestrategies.com www.geestrategies.com Policy Analysis Advocacy Litigation Support WASHINGTON AUSTIN www.geestrategies.com November 4, 2016 The Honorable Mike Huebsch Commissioner Wisconsin Public Service Commission BY EMAIL RE: Invitation to Energy Policy Leadership Summit in Miami, FL on December 6-7, 2015 Dear Mike, Gee Strategies Group LLC cordially invites you to participate in the Energy Policy Leadership Summit on December 6 - 7, 2016. The location of this Summit will be at the JW Marriott Miami Hotel in Miami, Florida. The dialogue will begin at 8:00 a.m. on Tuesday, December 6th, and conclude at 12:00 p.m. on Wednesday, December 7th. This Summit was first convened 8 years ago following the 2008 Presidential election to allow Commissioners insights into the workings of the upcoming Congress and its relationship with the incoming Administration on matters of energy policy affecting the electric utility industry. Following the 2012 Presidential election, we convened a Quadrennial Summit to address some of the same issues discussed 4 years earlier. Subsequently, we convened a Summit following the mid-term elections of 2014, and again in 2015 owing to the prominence of politics dominating the direction of energy policy. We are convening our Summit this December owing to the November election of a new President, a new Congress, and new leaders at the state level, events certain to affect the direction energy and environmental policy at the federal and state level. Participation in this unique event will be by invitation only to select Commissioners. It is an executive dialogue designed to encourage the sharing of perspectives between the utility commissioners and public policy leaders on the critical issues facing the electric utility sector. Purpose of the Summit In 2012, President Barack Obama was re-elected for a second term. By the 2014 mid-term elections, the country had a fully divided government when the Republicans secured control of the U.S. Senate to accompany their preexisting majority in the House of Representatives. This heightened a partisan divide and paved the way for federal administrative agencies to play a more prominent role in sharping energy and environmental policy, exemplified by the Administration’s promulgation of the Clean Power Plan (CPP), which was followed by a stay by a federal appeals court. But the CPP’s ultimate legality will likely turn on a new US Supreme Court Justice to be appointed next year by the incoming President for the currently vacant seat on the Court. During the interim, states and industry must grapple with this legal uncertainty while the carbon reduction targets agreed upon at the 21 st United Nations Climate Conference in Paris last year – and on which the United States partially grounded its pledge based on the CPP goals - have now come into force. Because of the convergence of these political forces influencing federal and state policy, along with its global dimension, this Summit is being convened to enable an informed discussion with key policymakers and thought leaders. Along with other speakers, the Summit will feature: • • • A keynote address by a member of Transition Team for the incoming Presidential Administration. Commentary from political experts addressing the impact of the 2014 general election, and its implications for federal and state energy policy. Discussions on the utility business model of the future, technology drivers and rate design, and the challenges of maintaining resource diversity. Panel discussions will include Commissioners, utility Chief Executive Officers, consumer advocates, and environmental interests. Attached for your information is a preliminary agenda of the program. This format will encourage open and candid discussion between invited utility commissioners and the panelists. Notes will be taken for purposes of summarizing and synthesizing the discussion, but no statements will be attributed. All statements made during the Summit will be off the record. Gee Strategies Group LLC will offer travel reimbursement, including roundtrip coach airfare and lodging, to all Commissioners. This program is being conducted through the generous sponsorship of the Edison Electric Institute. Please contact us if you have any further questions regarding this invitation. We look forward to confirming your participation in this important event. Sincerely, Robert W. Gee President Gee Strategies Group LLC Jones, Krystal - PSC Robert W. Gee Friday, December 2, 2016 10:26 AM kenneth.anderson@puc.texas.gov; Diane.burman@dps.ny.gov; Maida.coleman@psc.mo.gov; boydwdunn@juno.com; finley@ncuc.net; Huebsch, Mike PSC; bkalk@nd.gov; Elin.Katz@ct.gov; Nancylange@state.mn.us; dlittle@azcc.gov; Nowak, Ellen - PSC; rfp@pa.gov; tim.schneider@maine.gov; david.springegnasuca.org; Nick.wagner@iubiowa.gov; jordanwhite@utah.gov; dallaswinslow@yahoo.conn; From: Sent: To: todd.parfitt@wyo.gov; Aakash.Chandarana@xcelenergy.com; Donnie_Colston@IBEW.org; kwd@vnf.com; agrealy@firstenergycorp.com; michael@Maslansky.conn; pmoeller@eei.org; mmonroe@buildingtrades.org; David Owens; DeVito, Vincent; lloyd.yates@duke-energy.com; Bryan.Olnick@fpl.com; nwblack@southernco.com; Gregory.bernosky@aps.com Sheri Givens; ilyn@eei.org; Elizabeth Stipnieks; Sacavage, Krystle; Wilk, Tracey; klowell@ncuc.net; Mary Swoboda; monica.lannbert@puc.texas.gov; Paske, Sandra - PSC; Cc: Subject: Attachments: Jones, Krystal - PSC; Crecelius, Lorraine [IU13]; Beis, Taylor; Connie Osborne; Ketchum, Charlene; Mitchell, Kimberly; LaDonna Dickerson; Ramirez, Rose Energy Policy Leadership Summit on December 6 - 7, 2016, in Miami, Florida-- Final Agenda, Roster and Biographies of All Participants Energy Policy Leadership Summit 2016_FINAL agenda.doc; EPLS Miami_Roster_December 2016.doc; EPLS State Officials_Bios_Mianni_December 2016.docx; EPLS Panelists_Bios_Miami_December_2016.docx Dear Participants for the Energy Policy Leadership Summit, For next week's Summit, please find the following: • • • Final Agenda Final Roster with contact information of all participants Biographies of all participants Our lodging and location of the Summit will be at the JW Marriott Miami, 1109 Brickell Ave. Because the weather next week in Miami is predicted to be in the high 70s/low 80s, dress for the Summit will be business or business casual at your option. (However, casual or "travel clothes" would be fine for the Monday welcome reception and dinner, and for the final travel day if you prefer.) For early arrivals on Monday, please join us at 5:30 pm in the hotel lounge for a refreshment before the welcome reception and dinner at 6:30 pm. The restaurant (Morton's) is located across the street from the hotel, just off to the left. If you need to reach us while in Miami, our mobile numbers are: Bob Gee — (703)593-0116 Sheri Givens — (512)417-5753 Please enjoy your stay in Miami next week, and we look forward to seeing you all. Kind regards, Bob and Sheri Robert W. Gee 1 President Gee Strategies Group LLC 7609 Brittany Parc Court Falls Church, VA 22043 +1.703.593.0116 (US Main & Mobile) +1.703.698.2033 (US Landline & Fax) + 86.132.6023.6867 (China Mobile) Email: rwgee,geestrategies.com www.geestrategies.com Policy AnalysislAdvocacylLitigation Support ca cc% Strategies GU Group,ux WASHINGTON AUSTIN 2 111 Gee pgLiLees s Gtrroaute wwvv.geestrategies.com Energy Policy Leadership Summit Highlighting Presidential, Congressional, Gubernatorial, and State Legislative Elections JW Marriott Miami 1109 Brickell Avenue Miami, Florida 33131 December 6 - 7, 2016 Ground Rules for Dialogue 1.Discussion shall not involve any pending cases before commissioners. 2.Conversations are not intended to arrive at a consensus. 3.Remarks are not for attribution. AGENDA MONDAY, DECEMBER 5 6:30 p.m. Welcome Reception & Dinner Morton's The Steakhouse 1200 Brickell Avenue (across the street from hotel) TUESDAY, DECEMBER 6 7:00 a.m. — 8:00 a.m. Registration and Continental Breakfast 8:00 a.m. — 5:00 p.m. General Session 8:00 a.m. — 8:15 a.m. Welcome Introduction and Overview Robert W. Gee President Gee Strategies Group, LLC Ground Rules Sheri S. Givens Senior Vice President Gee Strategies Group, LLC 8:15 a.m. — 9:30 a.m. Lessons from the 2016 Elections: Parties, People, and Priorities Introduction: The November general election saw the Republican candidate for President, Donald J. Trump, prevailing, and the Republican Party retaining the majority of both houses of Congress, bringing both branches of the federal government under single-party control for the first time since 2008. In addition, changes in partisan control of state legislatures occurred. With this election, changes are expected. At stake are the direction of energy and environmental policy, and the continued viability of the Obama Administration's Clean Power Plan. What were the dominant political forces in driving the winning 2 strategy for the White House, the control of Congress, and state legislatures? What will the 2017 political makeup mean for resolution of fundamental questions affecting the US economy, such as tax reform and deficit reduction? What will be the legislative priorities for the new Congress and the incoming Trump Administration, and how will they affect energy interests? Moderator: Nick Wagner Commissioner Iowa Utilities Board Co-Chair, Washington Action Program National Association of Regulatory Utility Commissioners Opening Keynote: Vincent DeVito (Invited) Partner Bowditch & Dewey Former Assistant Secretary for Policy & International Affairs, US Department of Energy Closing Keynote: Impact of the Election on the Electric Industry David K. Owens Executive Vice President Edison Electric Institute 9:30 a.m. — 9:45 a.m. Break 9:45 a.m. — 10:15 a.m. Keynote: Perspective from the National Association of Regulatory Utility Commissioners Robert Powelson Commissioner Pennsylvania Public Utility Commission President National Association of Regulatory Utility Commissioners 10:15 a.m. — 11:45 p.m. A Dialogue on Infrastructure and Resource Planning in an Uncertain Environment Introduction: The general public demands that the electric power industry provide service that is reliable, affordable, clean, safe, and resilient. But responsibility for overseeing energy resource development has become diffuse and unclear. A series of federal court decisions -- aimed at clarifying the lines of jurisdiction between states and the Federal Energy Regulatory Commission over generation and demand response -have instead made an existing complex planning process even more uncertain for the future. In addition, price competition in generation markets, and environmental policies, have resulted in favoring natural gas generation over coal and nuclear energy, placing stress points on reliability and increasing the need for gas infrastructure. Against this uncertain environment, how should policy makers respond? Moderator: Philip Moeller Senior Vice President, Energy Delivery, and Chief Customer Solutions Officer Edison Electric Institute Panelists: Brian Kalk North Dakota Public Service Commission Commissioner 3 Greg Bernosky Director, State Regulation and Compliance Arizona Public Service Mike Monroe Chief of Staff North America's Building Trades Unions Respondent: Kenneth Anderson Commissioner Public Utility Commission of Texas 11:45 p.m. — 1:00 p.m. Lunch 1:00 p.m. — 2:30 p.m. Industry's Perspectives on the Current Business Environment for Utilities under Challenging Conditions Introduction: Investor-owned electric utilities today confront a host of challenges ranging from evolving business models to environmental compliance, compounded by the need to increase capital expenditures for system maintenance and upgrades, all while confronting anemic sales growth. They are also being challenged by increased penetration of renewables, leading to a significant change in the resource mix, yet are being tasked with maintaining reliability. How will these multiple challenges looming on the horizon be met? This panel will address these subjects with an emphasis on how regulation can facilitate or impede the current operating environment. Moderator: Edward Finley Chairman North Carolina Utilities Commission Chairman, Committee on Electricity National Association of Regulatory Utility Commissioners Panelists: Lloyd M. Yates Executive Vice President, Customer and Delivery Operations, and President, Carolinas Region Duke Energy Bryan Olnick Vice President, Distribution Operations in Power Delivery Florida Power & Light Lead Respondent: Maida Coleman Commissioner Missouri Public Service Commission 2:30 p.m. — 3:00 p.m. Break 3:00 p.m. — 4:30 p.m. Pathways to a Smarter Digital and Distributed Grid Introduction: The industry is moving towards a more digital, distributed, and integrated grid. Enabling technologies, in combination with microgrid pilot projects at the state and local level, continue to evolve. The electric industry continues to make investments to integrate new resources, technologies, and services 4 into the grid to meet the changing needs of customers. Increasingly, a plausible future looks to be shaped by the development of "smart cities," wider deployment of "big data," and market penetration of electric vehicles (EVs) serving purposes as varied as storage, ancillary services, and distributed energy. As the electric grid evolves into a multi-directional, interactive system, it will require a rigorous performing, high quality communications network. Will infrastructure be sufficient to address the task, especially in light of cybersecurity risks? What are the future implications for utilities, customers, and regulators? Moderator: Ellen Nowak Chair Wisconsin Public Service Commission Panelists: Nancy Lange Vice Chair Minnesota Public Utilities Commission Diane X. Burman Commissioner New York Public Service Commission Tim Schneider Public Advocate Maine Office of Public Advocate Lead Respondent: Donnie Colston International Representative, Utilities Department International Brotherhood of Electrical Workers 4:30 p.m. — 5:00 p.m. Perspectives for the Day Moderator: Nick Wagner Commissioner Iowa Utilities Board Co-Chair, Washington Action Program National Association of Regulatory Utility Commissioners 5:00 p.m. Adjourn for the Day 6:30 p.m. — 8:30 p.m. Reception and Dinner Marion 1111 SW 1st Ave (Convene in hotel lobby at 6:15 pm to walk to restaurant) 5 WEDNESDAY, DECEMBER 7 7:00 a.m. - 8:00 a.m. Registration & Breakfast 8:00 a.m. - 12:00 p.m. General Session 8:00 a.m. - 9:30 a.m. The Changed Clean Energy Landscape in 2017 Introduction: The results of the November general election have cast doubt on the retention of the Obama Administration's Clean Power Plan (CPP), and the obligations of the United States under the Paris Agreement. Until the election, despite the pending legality and stay of the CPP, states and electric power companies had been moving forward with efforts to reduce carbon emissions, anticipating the CPP to remain in legal limbo throughout 2017. For example, certain states had been moving forward on carbon reduction plans, as evidenced by Washington's ongoing consideration of both new carbon trading rules and a potential carbon tax. Colorado had been considering a new carbon reduction program, and California, Minnesota and Pennsylvania had submitted or developed state plans to comply with the CPP. Now, it appears likely that the Trump Administration will call back the CPP, and seek to shed carbon reduction obligations under the Paris Agreement. How will these impending decisions impact state energy and climate policy planning in 2017? What would be the administrative process for walking back CPP and Paris obligations, and what would be the timeline? In addition to the altered regulatory landscape on carbon controls, what impact will the new Administration have on regulation of other air emissions? This panel will provide strategic insights into how electric utilities and state planners should address these challenges. Moderator: Mike Huebsch Commissioner Public Service Commission of Wisconsin Panelists: Todd Parfitt Director, Wyoming Department of Environmental Quality Vice President, The Environmental Council of the States Kyle Danish Partner Van Ness Feldman Lead Respondent: Dallas Winslow Chairman Delaware Public Service Commission 9:30 a.m. - 10:00 a.m. Break 10:00 a.m. — 11:30 a.m. Enabling Customer Solutions Introduction: As new technologies increasingly enable energy personalization, many customers want more flexibility and want to be more engaged in managing their energy usage. For example, large commercial customers increasingly want renewable energy to meet their corporate sustainability goals. Residential customers choose to install private rooftop solar and want to manage their energy use using connected devices. It is critical for industry and policymakers to review and redesign rates to accommodate these choices. In addition, it is important that customer protection and education remain key to achieving those goals. Moderator: Doug Little Commissioner Arizona Corporation Commission Panelists: Michael Maslansky CEO Maslansky & Partners Aakash Chandarana Regional Vice President, Rates and Regulatory Affairs - Minnesota Xcel Energy Elin Katz Consumer Counsel Connecticut Office of Consumer Counsel Lead Respondent: Jordan White Commissioner Utah Public Service Commission 11:30 a.m. — 12:00 p.m. Final Thoughts on the Summit: The Commissioners Get the Last Word Moderator: David Springe Executive Director National Association of State Utility Consumer Advocates 12:00 p.m. Adjournment (Box lunches will be available starting at 11:30 a.m. for departure) Gee s GtrroautpegLiLecs STATE OFFICIALS' BIOGRAPHIES KENNETH ANDERSON COMMISSIONER PUBLIC UTILITY COMMISSION OF TEXAS Kenneth W. Anderson, Jr. was appointed by then Governor Rick Perry to fill a vacancy on the Public Utility Commission on September 2, 2008 for a term to expire on September 1, 2011. On September 17, 2011, then Governor Perry reappointed Commissioner Anderson for a six-year term ending August 31, 2017. On May 8, 2013, The Texas Senate voted unanimously to confirm the appointment. Commissioner Anderson has served as the Texas representative on the Entergy Regional State Committee (ERSC) since its formation in August 2009. He was elected President of the ERSC in August 2010, and was re-elected President of the ERSC in August 2012, to a term that ended in August 2013. In December 2013, his ERSC colleagues elected him to represent them on the Advisory Committee to the Board of Directors of the Midcontinent Independent System Operator, Inc. (MISO). Since December 2012, Commissioner Anderson has served as the Texas member of the Board of Directors of the Organization of MISO States (OMS), and in January 2015 was elected Treasurer by the OMS board. He was appointed by the then President of National Association of Regulatory Utility Commissioners to the Advisory Council of the Electric Power Research Institute in March of 2012 and he was reappointed on June 25, 2014 to an additional three year term ending August 31, 2017. Commissioner Anderson served as the Commission's representative on the Texas Reliability Entity's Board of Directors from May 2012 until January 2015 and as the President of the Southeastern Association of Utility Commissioners from June 2014 until June 2015. Commissioner Anderson is an attorney with more than 20 years of experience in private practice in the areas of corporate finance law and regulatory and administrative legal matters. He previously served as Director of Governmental Appointments in the Office of Governor Rick Perry from 2001 to early 2008. Before assuming his position in the Governor's office, he practiced law in Dallas, Texas, with several law firms in the area of corporate and securities law. From 1988 to 1990, he served as Chief Deputy Director of Governmental Appointments in the Office of Governor William P. Clements, Jr. Commissioner Anderson has been active in civic and governmental affairs. From 1990 until 1994, he served as General Counsel of a major state political party. In 1990, he was appointed by Governor Clements to serve as a member of the Texas Commission on Jail Standards; a position he held until 1995. He served as a member of the Board of Directors of the North Central Texas Health Facilities Development Corporation from 1990 to 1997, having been appointed by the Dallas County Commissioners Court. During 1993 and 1994, he served as a member of the Rules Advisory Committee of the Texas Ethics Commission, during the overhaul of its rules and regulations. In May 1999, Governor George W. Bush appointed Mr. Anderson to a six-year term 1 as a member of the Texas State Securities Board, the state agency that regulates the securities and investment advisory industry in this state. He served on the Board until December 2006. Commissioner Anderson is a member of the Business Law and Administrative and Public Law sections of the State Bar of Texas, and a past member of the Securities Law and Corporation Law committees. Commissioner Anderson received a bachelor's degree in international affairs from the School of Foreign Service at Georgetown University and a law degree from Southern Methodist University. He and his wife live in University Park, Dallas County, Texas. DIANE BUR1VIAN COMMISSIONER NEW YORK PUBLIC SERVICE COMMISSION Diane X. Burman was appointed Commissioner of the New York State Public Service Commission (NYPSC) on June 21, 2013. Her term runs through February 1, 2018. Ms. Burman serves on NARUC' s Gas Committee and Committee on Critical Infrastructure. Prior to starting with the NYPSC, Ms. Burman was a counsel to the New York State Senate since 2009. Prior to the position with the Senate, she served as Special Counsel to the NYPSC. Ms. Burman held a number of other legal and management positions with various organizations, including Executive Director of the New York State PTA, Assistant Executive Director of the Albany Jewish Community Center, and Director of Pro Bono Affairs for the New York State Bar Association. She has also served in several high level positions within state government, including Assistant Counsel with the Department of Economic Development, Assistant Attorney General in the Department of Law, Senior Court Attorney with the Unified Court System, and as a judicial clerk for the New York State Court of Appeals. Ms. Burman obtained her B.A. degree from Molloy College and her J.D. degree from Fordham University School of Law. MAIDA COLEMAN COMMISSIONER MISSOURI PUBLIC SERVICE COMMISSION Commissioner Maida Coleman was appointed to the Missouri Public Service Commission by Governor Jay Nixon, effective August 10, 2015. She was unanimously confirmed by the Missouri State Senate on January 21, 2016. Prior to her appointment, Commissioner Coleman was the Director of the Office of Community Engagement. She previously served as the Executive Director of the Missouri Workforce Investment Board at the Missouri Department of Economic Development, and was in a leadership role at the Missouri Department of Labor. 2 From 2001 until 2009, Commissioner Coleman served first as a State Representative and then as State Senator from St. Louis, becoming the first African-American woman in state history to serve as Senate Minority Leader. While in the Missouri Senate, Commissioner Coleman sponsored the Hot Weather Rule (Law) which is designed to protect Missourians, particularly those who are older or low-income. The Hot Weather Rule prevents utilities from disconnecting cooling-related service for residential customers during summer weather extremes. She also sponsored legislation that became law to protect children from lead poisoning. Commissioner Coleman previously held management level positions at the office of the Missouri Secretary of State and the St. Louis Housing Authority. She is a former member of the Board of Directors of Heat-Up/Cool-Down St. Louis. In the early 1980s, Commissioner Coleman worked in the transportation division of the Missouri Public Service Commission. Commissioner Coleman has a B.A. in Journalism from Lincoln University in Jefferson City and was awarded a Doctor of Humane Letters Degree from Harris-Stowe State University in St. Louis in 2008. A native of Sikeston, Missouri, Commissioner Coleman lives in St. Louis. BOYD DUNN COMMISSIONER-ELECT ARIZONA CORPORATION COMMISSION On November 8, 2016, Commissioner-Elect Dunn was elected to serve as commissioner to the Arizona Corporation Commission. Dunn is a retired Superior Court judge and served as an assistant attorney general in Arizona. He worked in private practice at Yarbrough, Moll and Dunn. He served as Chandler mayor from 2002 to 2011 and was vice mayor and a City Council member before that. Dunn attended Arizona State University where he received his Juris Doctorate from the Sandra Day O'Connor College of Law (1978), his Bachelor of Science in Political Science, Highest Honors (1975). He is admitted to the State of Arizona Supreme Court, the United States District Court for the State of Arizona and has Special Admission regarding multi-jurisdictional federal litigation in both United States District Court, State of Michigan and United States District Court, State of Pennsylvania. EDWARD S. FINLEY JR. CHAIRMAN NORTH CAROLINA UTILITIES COMMISSION Chairman Finley was born in North Wilkesboro, North Carolina. He holds a Bachelor of Arts degree in history from the University of North Carolina at Chapel Hill and a Juris Doctor from the University Of North Carolina School Of Law. 3 Between 1974 and 2007 he practiced law in Raleigh, North Carolina, with the firm of Joyner & Howison from 1974 to 1980 and the firm of Hunton & Williams from 1980 to 2007, after a merger of the two firms. His primary area of practice was public utility regulation. Governor Easley appointed Finley to the Commission on January 23, 2007, to fill a term that expired on June 30, 2011. Governor Perdue reappointed Finley to the Commission effective July 1, 2011, for a term that expires on June 30, 2019. Governor Easley appointed Finley as Chairman of the Commission on April 10, 2007, to fill a Chair term that expired on June 30, 2009. Governor Perdue reappointed Finley as Chairman effective July 1, 2009, for a Chair term that expired on June 30, 2013. Governor McCrory reappointed Finley as Chairman effective July 1, 2013, for a chair term that expires on June 30, 2017. MIKE HUEBSCH COMMISSIONER WISCONSIN PUBLIC SERVICE COMMISSION Mike Huebsch was appointed to a six-year term at the Public Service Commission of Wisconsin by Governor Scott Walker on March 1, 2015, and confirmed by the state Senate in April 2015. Commissioner Huebsch began state service in 1995 representing western Wisconsin's 94th Assembly District for sixteen years as a Republican in the state Legislature. He served two terms on the budget-writing Joint Finance Committee, including one as vice-chair. In the following years, he was elected by his colleagues to serve first as Assembly Majority Leader and then as Assembly Speaker. As Speaker, he led the negotiations on Wisconsin's $60 billion budget and set the policy agenda for the state Assembly. He was also responsible for managing the budget and personnel policies of the 99 member body and more than 200 staff Upon his inauguration in 2011, Governor Walker appointed Mike to the top cabinet position as Secretary of the Department of Administration. In addition to advising Governor Walker on state policy and operations, Mike managed the Governor's cabinet agencies as well as nearly 1000 staff and $1 billion annual budget in 13 different divisions, overseeing everything from state budget and finance to the Capitol Police. Commissioner Huebsch has always approached policymaking with the knowledge that when Wisconsin leads, much of the nation follows. As he brings over 20 years of state government experience to the Public Service Commission today, Mike continues to believe that answers to many of the challenges facing Wisconsin and other states around the country will be found here at home. Commissioner Huebsch was born in Milwaukee and has been a resident of La Crosse County for the last 45 years. He graduated from Onalaska High School and attended Oral Roberts University in Tulsa, Oklahoma. He lives in West Salem with his wife, Valerie, and their two children, Ryan and Brett. 4 BRIAN ICALK COMMISSIONER NORTH DAKOTA PUBLIC SERVICE COMMISSION Dr. Brian Kalk was re-elected Public Service Commissioner in the November 2014 election is currently serving his second term in the PSC, which will expire in 2020. He also serves as President of the Mid-American Regulatory Commissioners (MARC) and serves as Chair of the Clean Coal Subcommittee for the National Association of Regulatory Utility Commissioners (NARUC). Brian brings a wealth of education, experience, and expertise to the Public Service Commission. During his first campaign, he focused on all aspects of the mission of the Commission. Dr Kalk connected with the voters who agreed with the Fargo Forum when it endorsed his election by stating that he was the "Perfect Fit" for the PSC. His educational background and experience is exceptional. He was born and raised in Bottineau, North Dakota and graduated from Bottineau High School in 1984. Brian enlisted in the Marine Corps in 1987. As an enlisted man, he served around the world as a communication noncommissioned officer. He deployed and served in both Desert Shield and Desert Storm resulting in the liberation of Kuwait. While in the Marine Corps, he received his Bachelors Degree in Political Science from Campbell University, N.C., and was then selected to Officers Candidate School and commissioned in Quantico, Va. As a Logistics Officer he participated in numerous operations and exercises at home and abroad, to include the evacuations of the American Embassies in Liberia and the Central African Republic. In June 1999, Major Kalk was selected to the Marine Corps Advanced Degree Program; returned to North Dakota and earned his Masters in Environmental Engineering from North Dakota State University. Brian was then assigned to Marine Corps Base Camp Pendleton as the Base Environmental Compliance Officer in 2001. In February 2003, Major Kalk deployed as the Forward Operations Officer for Transportation Support Group One, providing critical logistics support to the 1st Marine Expeditionary Force in Kuwait and Iraq during Operations Enduring Freedom and Iraqi Freedom. During the summer of 2003 he returned to North Dakota and assumed command of the Fargo Military Entrance Processing Station until his retirement. During that time he received his Doctorate in Natural Resource Management from North Dakota State University. Upon his retirement, he was hired by the Upper Great Plains Transportation Institute at NDSU. While at NDSU, he taught a variety of courses in Political Science, Transportation and Logistics, and Natural Resource Management. Brian is a member of the North Dakota State Soil Conservation Committee. He has remained very active in service organizations, such as the American Legion, the Marine Corps League, and the Veterans of Foreign Wars. Brian is passionate about North Dakota. He brings a lifelong commitment to our nation and our state. He knows, first hand, that energy independence is an absolute necessity in the world of the 21st Century. He believes that our state's plentiful natural resources should be utilized for the benefit of all our state and nation. He is committed to ensuring that everyone in North Dakota, consumers and producers alike, benefit from our abundant natural resources. Brian will use his 5 experience and expertise to move North Dakota forward. Brian is married to Karen Nelson, formerly of Anamoose and Wyndmere; they have one daughter Jordee Sue. •ELIN SWANSON KATZ CONSUMER COUNSEL CONNECTICUT OFFICE OF CONSUMER COUNSEL ElM Swanson Katz was appointed to a 5-year term as Consumer Counsel for the State of Connecticut by Governor Dannel P. Malloy in 2011. She heads the Office of Consumer Counsel, an independent state agency established in 1975 that advocates on behalf of consumers in matters relating to electricity, water, natural gas, and telecommunications. Her agency also includes the Connecticut State Broadband Office. Ms. Katz is one of the state leaders of the CTgig Project, in which a number of Connecticut municipalities are seeking to develop ultra-high-speed gigabit networks through public-private partnerships. As Connecticut's Consumer Counsel, Ms. Katz serves on the Connecticut Energy Efficiency Board, and is Treasurer of the National Association of State Utility Consumer Advocates ("NASUCA"). She is also NASUCA's representative on the Federal Communication Commission's Federal-State Joint Board on Universal Service. Ms. Katz is on the Advisory Committee for the Critical Consumer Issues Forum, a joint initiative of NARUC, NASUCA and EEI. She is the recipient of the New England Women in Energy and Environment's (NEWIEE) 2014 Achievement Award. Prior to becoming Consumer Counsel, Ms. Katz practiced at law firms in Washington, D.C.; Boston; and Hartford. She also served as Assistant Counsel at the Connecticut Department of Environmental Protection, taught at Trinity College in Hartford, and served as a legal consultant. Ms. Katz served on the West Hartford, Connecticut Board of Education from 2009 to 2013. Ms. Katz holds degrees from Cornell University (B.S. in Industrial and Labor Relations), Boston University School of Law (J.D. cum laude), and Trinity College (M.A. in English (Writing, Rhetoric, and Media Arts), with honors). NANCY LANGE COMMISSIONER MINNESOTA PUBLIC UTILITIES COMMISSION Nancy Lange was appointed to the Minnesota Public Utilities Commission by Governor Mark Dayton, effective March 4, 2013. Prior to her appointment, Commissioner Lange served as Manager of Policy and Engagement at the Center for Energy and Environment. From 1992 through 2012, Ms. Lange held positions in Energy Program at the Izaak Walton League of America's Midwest Office, most recently as Director. Ms. Lange has authored numerous publications and reports including Season's End and Beyond Season's End: A Path Forward for Fish and Wildlife in an Era of Climate Change, with the Bipartisan Policy Center. Commissioner Lange is a member of the National Association of Regulatory Utility Commissioners (NARUC) and is Co-Vice Chair of its Committee on Energy Resources and the 6 Environment. She also serves on the NARUC Committee on Washington Action. Commissioner Lange is a member of the Midcontinent States Environmental and Energy Regulators group and currently serves as its Co-Chair. Ms. Lange holds a B.S. from Iowa State University and M.A. in Public Policy from the University of Minnesota. Her term will expire on January 7, 2019. DOUG LITTLE CHAIRMAN ARIZONA CORPORATION COMMISSION Chairman Doug Little was elected to the Arizona Corporation Commission (ACC) in November 2014 and sworn into office on January 5, 2015. Prior to his election, Little spent more than three decades in the computer software industry. Throughout his career, he was engaged with companies that delivered cutting-edge solutions and major innovations in project management, database, software development and web-based technologies. His resume includes executive and sales management positions at Oracle, Borland, and Micro Focus International. As Vice President of North America Direct Sales at Micro Focus, Little successfully managed a national direct sales team of over forty people and was responsible for negotiating multi-million dollar license agreements with dozens of Fortune 100 companies including Wal-Mart, State Farm Insurance, and CVS Pharmacies. Earlier in his software career, Little spent nearly fifteen years working on large-scale projects with construction, energy and telecommunication companies including, Bechtel Power, Fluor Corporation, AT&T, Chevron, Southern California Edison, and PG&E. As an Arizona Corporation Commissioner, he is responsible for making multi-million dollar regulatory decisions impacting energy, water and telecommunications utilities in Arizona. He has proven skills in strategic and financial planning, and in weighing important legal, regulatory, economic, and political considerations that shape energy and water policy in Arizona. Chairman Little maintains solid relationships with state and federal utility regulators, utility industry leaders and consumer representatives by his active participation in the National Association of Regulatory Utility Commissioners (NARUC), where he is highly respected for his industry knowledge, principled decision-making and personal integrity. He is also a member of the NARUC Electricity Committee, the Critical Infrastructure Subcommittee, and was appointed by NARUC president Lisa Edgar to serve on the Task Force on Telecommunication Act Modernization. Additionally, he represents the ACC on the Western Energy Imbalance Market -Body of State Regulators and he is an active participant in the Western Interconnection Regional Advisory Board. Little is also a member of the Harvard Electricity Policy Group and the Critical Consumer Issues Forum. 7 As a strong supporter of a diverse energy portfolio, Little has long advocated for the inclusion of more renewable energy resources, like wind and solar, balanced with traditional generation technologies like natural gas, nuclear, and clean coal. He is also a strong advocate for the adoption of new technologies like energy storage, as well as energy efficiency, and energy conservation programs. Chairman Little is a strong consumer advocate who has worked to develop more effective operations resulting in lower prices and more efficient methods of delivering gas, water, and electricity. He is committed to maintaining Arizona's national leadership in emerging power generation technologies and works to implement cost effective energy and water policies that encourage economic development while providing clean, safe, reliable, and affordable utility services for all Arizonans Doug, his wife, Linda, and his daughter, Micaela, live in the northeast valley and have been residents and ratepayers in Arizona for over 17 years. ELLEN NOWAK CHAIRPERSON PUBLIC SERVICE COMMISSION OF WISCONSIN Ellen Nowak was first appointed to the Wisconsin Public Service Commission in July 2011 by Governor Scott Walker. She was reconfirmed for a new, six-year term beginning on March 1, 2013. Commissioner Nowak was named Chairperson of the Public Service Commission of Wisconsin in March 2015. She serves on the Executive Committee and the Board of Directors for the National Association of Regulatory Utility Commissioners (NARUC). Her duties at NARUC also include serving on the Committee on Energy Resources and the Environment and the Task Force on Environmental Regulation and Generation. Commissioner Nowak also serves on the Advisory Council to the Board of Directors for the Electric Power Research Institute. Prior to her appointment, she served as the chief of staff to Waukesha County Executive, Dan Vrakas. From 2002-2006, she served as legal counsel and subsequent chief of staff to the Speaker of the Wisconsin Assembly. She also later worked as the deputy director of School Choice Wisconsin. From 1998-2002, Ellen practiced business litigation at Mallery & Zimmerman SC in Milwaukee. Ellen has a law degree from Marquette University and a Bachelor of Science from the University of Wisconsin—Milwaukee. TODD PARFITT DIRECTOR WYOMING DEPARTMENT OF ENVIRONMENTAL QUALITY 8 VICE PRESIDENT ENVIRONMENTAL COUNCIL OF STATES Todd Parfitt was appointed Director of the Wyoming Department of Environmental Quality (WYDEQ) by Governor Matt Mead in October 2012. He has 22 years of experience with the department, including seven years in the dual role of Deputy Director and Administrator of the Industrial Siting Division. An Ohio native who went to The Ohio State University, Parfitt started his career doing water quality research on Lake Erie with The Center for Lake Erie Area Research. After earning his Masters degree in Public Administration, Environmental Policy he worked for the Ohio Fire Marshal as an Environmental Supervisor. Parfitt also spent time in the private sector as Director of Operations for the environmental consulting firm BHE Environmental. Parfitt began his career with WYDEQ in Lander in 1992. He moved to Cheyenne in 1996 and has worked in or closely with just about every part of the agency. Parfitt currently serves as ECOS Vice President. ROBERT F. POWELSON PRESIDENT NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS COMMISSIONER PENNSYLVANIA PUBLIC UTILITY COMMISSION Robert F. Powelson was first nominated to the Pennsylvania Public Utility Commission (PUC) on June 19, 2008, by Governor Edward G. Rendell to fill the remainder of an unexpired term. The Pennsylvania Senate unanimously confirmed Powelson to serve as Commissioner on June 30, 2008. Commissioner Powelson was renominated by Governor Rendell for a full five-year term on February 12, 2009, and again unanimously confirmed by the Pennsylvania Senate on April 22, 2009. On February 24, 2011, Governor Tom Corbett appointed Powelson as PUC Chairman, a position he held until May 7, 2015. On February 18, 2014, Governor Corbett nominated Powelson to a second full five-year term on the PUC. The Senate unanimously confirmed Powelson for another term as a Commissioner on March 19, 2014. His term as a Commissioner expires on April 1, 2019. In November 2016, Powelson was elected President of the National Association of Regulatory Utility Commissioners (NARUC). He was appointed to the NARUC Board of Directors on March 15, 2011 and serves on the NARUC Committee on Water, which he chaired from 2012-14; the Committee on Critical Infrastructure; and the Subcommittee on Nuclear Issues-Waste Disposal. In addition to his national duties, Powelson was President of the Mid-Atlantic Conference of Regulatory Utilities Commissioners (MACRUC) from June 2014 to June 2015. Powelson also is a voting member of the National Regulatory Research Institute (NRRI). 111 2012, he was appointed to serve on the Electric Power Research Institute (EPRI) Advisory Council and was recently reappointed to serve another term, which expires August 2018. 9 On March 8, 2011, Governor Corbett invited Powelson to serve as a member of the Marcellus Shale Advisory Commission. The Advisory Commission reviewed the Commonwealth's existing statutes, regulations and policies and provided recommendations to ensure that Pennsylvania maximizes the opportunity that Marcellus Shale presents in the most responsible manner possible. Powelson has served on the Board of Trustees of Drexel University since 2013 and served on the Board of Directors of Lincoln University from 2000-2013. Under Powelson's leadership, Pennsylvania ratepayers have had an active voice on issues such as progressive ratemaking, utility infrastructure replacement, broadband development, and expanded use of natural gas throughout the Commonwealth of Pennsylvania. TIM SCHNEIDER PUBLIC COUNSEL MAINE OFFICE OF PUBLIC COUNSEL Tim Schneider was appointed Public Advocate by Governor Paul LePage, and confirmed by the Maine Legislature in May of 2013. As Public Advocate, Tim has focused on developing equitable distributed generation policy, changes to regional wholesale markets and transmission planning, and expansion of broadband service. He is member of the Executive Committee of the National Association of State Utility Consumer Advocates. Prior to becoming Public Advocate, Tim represented clients in a wide range of matters before the Maine Public Utilities Commission and FERC, focused primarily on natural gas and electricity. Tim received his B.A. from Harvard University and his J.D. from New York University School of Law. DAVID SPRINGE EXECUTIVE DIRECTOR NATIONAL ASSOCIATION OF STATE UTILITY CONSUMER ADVOCATES David Springe was named Executive Director of the National Association of State Utility Consumer Advocates (NASUCA) in December of 2015. Prior to his appointment at NASUCA, Mr. Springe served as Consumer Counsel of the Kansas Citizens' Utility Ratepayer Board (CURB) from 2002-2015. CURB is the statutory advocate for residential and small commercial utility customers in proceedings before the Kansas Corporation Commission, Kansas courts and the Kansas legislature. Prior to being named Consumer Counsel at CURB, Mr. Springe spent nine years as an economist and expert witness for both CURB and the Kansas Corporation Commission. Mr. Springe received his M.A. in Economics and Juris Doctor from the University of Kansas. Mr. Springe has represented consumer interests on numerous boards, including serving as Vice-Chair of the EPRI Energy Efficiency and Grid Modernization Public Advisory Board, as well as serving on the Edison Foundation's Institute for Electric Efficiency Advisory Board, the University of Missouri Financial Research Institute Advisory Board and the New Mexico State University Center for Public Utilities Advisory Board. He also serves on the Energy Board of the Keystone Center. Mr. Springe was the President of the NASUCA from 2007-2009. 10 NICK WAGNER BOARD MEMBER IOWA UTILITIES BOARD Nick Wagner officially began serving as a member of the Iowa Utilities Board on May 24, 2013, appointed by Governor Terry Branstad to fill a term ending on April 30, 2019. Board member Wagner serves on the National Association of Regulatory Utility Commissioner (NARUC) Committee on Gas, the Washington Action Program, and is co-vice chair of the Committee on Critical Infrastructure. He serves on the Board of Directors and as treasurer for Smart Grid Interoperability Panel 2.0 (SGIP). Mr. Wagner is also member of Mid-America Regulatory Conference (MARC) and treasurer of the Eastern Interconnection States' Planning Council (EISPC). Prior to joining the Board, Mr. Wagner was the Director of Quality Management for the ESCO Group in Marion, Iowa. His professional and management duties at ESCO Group included project execution in industrial automation including standby and emergency diesel generator control, facility energy and efficiency audits, and building control. Mr. Wagner served in the Iowa House of Representatives from 2008 to 2012 as ranking member and chair of the Local Government Committee and as vice chair of the Appropriations Committee. Mr. Wagner also sat on the Administration and Regulation Budget Sub-Committee, Commerce, Transportation, and Ways and Means Committees. Mr. Wagner previously served four years as an at-large elected member of the Marion City Council. Mr. Wagner received his Bachelor of Science degree in biomedical engineering in 1996 and a Master's of Science degree in electrical engineering in 1998, both from the University of Iowa. JORDAN WHITE COMMISSIONER PUBLIC SERVICE COMMISSION OF UTAH Jordan White was appointed to the Public Service Commission of Utah by Governor Gary Herbert on June 5, 2015, and confirmed by the Utah Senate on June 17, 2015. At the time of his appointment, he was serving as the Commission's legal counsel. Prior to joining the Commission, Jordan worked in private practice at the law firm of Fabian & Clendenin, where he represented clients on real property and natural resource matters. Jordan later worked as in-house counsel for energy companies including PacifiCorp and most recently, NextEra Energy, Inc., where his work focused on real property, utility regulatory matters, electric transmission and renewable energy project development. Jordan previously served as President of the National Conference of Regulatory Attorneys and as a member of the National Association of Regulatory Utility Commissioners (NARUC) Subcommittee on Law. Jordan also served on the Farmington City Planning Commission. Before law school, Jordan practiced as a mental health therapist, working primarily with children, 11 adolescents and families. He received his undergraduate, masters of social work and law degree from the University of Utah. DALLAS WINSLOW CHAIRMAN DELAWARE PUBLIC SERVICE COMMISSION Chairman Winslow was first appointed to the Commission in March 2005 and was reappointed in June 2015. Governor Jack Markell appointed him Chairman in July 2012. Dallas Winslow comes from a Wilmington background. He graduated from Brandywine High School, Dickinson College (1966), and Duquesne University School of Law (1972). His professional career includes 30 years with the State of Delaware as the Chief of Legal Services at the Office of the Public Defender and is in private practice in Wilmington. He is also a retired Colonel from the Delaware National Guard. Chairman Winslow also served in the Delaware State Senate from 1998 to 2002 as a member of the Republican Caucus from the 4th Senatorial District. While there, he served on the Senate Energy and Transit Committee, Judiciary Committee, Highways and Transportation and the Joint Finance Committee. He and his wife, Linda, live in Wilmington. 12 n Strategies Ge G Group, LLC PANELISTS' BIOGRAPHIES AAKASH CHANDARANA REGIONAL VICE PRESIDENT OF RATES AND REGULATORY AFFAIRS, NORTHERN STATES POWER COMPANY — MINNESOTA Aakash Chandarana is the Regional Vice President of Rates and Regulatory Affairs— Minnesota. He is responsible for Xcel Energy's regulatory filings with the utility commissions in Minnesota, North Dakota and South Dakota, including rate, resource acquisition and service quality filings. Chandarana joined Xcel Energy in 2013 as a Lead Assistant General Counsel. As the Lead AGC, Chandarana was responsible for Xcel Energy's state public utility law and power purchase agreement issues for operations in Minnesota, North Dakota, South Dakota and Wisconsin. He represented Xcel Energy in regulatory proceedings before the Minnesota Public Utilities Commission and handled most issues related to rate cases, renewable energy and long term power purchase projects and supported retail product and programs, including conservation improvement programs. Prior to joining Xcel Energy, Chandarana was a partner at the law firm of Briggs and Morgan. He began his practice in securities litigation and telecommunications regulation. He then spent several years representing utilities in federal and state regulatory matters in Minnesota, North Dakota, Colorado and New Mexico, and the FERC. Chandarana has appeared before the Minnesota Public Utilities Commission, the Minnesota Court of Appeals, state and federal district courts in Minnesota, and the FERC. He received his Bachelor of Arts degree in biology and business management in 1999 from Washington University in St. Louis and earned his law degree from Washington University in 2005. Prior to law school, Chandarana spent three years working for U.S. Bank and Piper Jaffrey. GREGORY BERNOSKY DIRECTOR, STATE REGULATION & COMPLIANCE ARIZONA PUBLIC SERVICE Mr. Bernosky is the Director of State Regulation and Compliance for Arizona Public Service (APS). In this role, he leads a team that interacts with the Arizona Corporation Commission on compliance, rates and regulation, program and budget approvals, and His team is responsible for strategic planning, consumer advocacy issues. communications, and relationship management on all State regulation issues. Prior to this role, Mr. Bernosky was the Manager of the APS Renewable Energy Program, where he developed and executed corporate strategic planning for solar and renewable 1 initiatives, as well as state compliance activities related to utility-scale generation and customer-sited distributed energy programs. He led the annual development of APS 's Renewable Energy Standard Implementation Plans, which identify the programs and budgets supporting the company's renewable energy strategy over the subsequent five years. Mr. Bernosky has previously led Arizona-wide initiatives to identify opportunities for renewable resource development, emphasizing the transmission requirements to serve these areas throughout Arizona. BONNIE COLSTON INTERNATIONAL REPRESENTATIVE, UTILITIES DEPARTMENT INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS Donnie is a 35 year IBEW member from Local 2100 (Utility Local), which represents the employees of Louisville Gas and Electric and Kentucky Utilities. He is a Utility Lineman that started in Transmission and Distribution construction and then worked as an Electric Troubleman for LG&E. He served as a Chief Union Steward and then was elected to serve as the Business Manager. He was appointed by KY Governor Paul Patton in 2001 thru 2003 to serve as Director of Facilities for the Department of Workers Claims, and to serve as a Labor Liaison for the KY Labor Cabinet. He was also appointed by KY Governor Steve Beshear in 2009 thru 2012 to serve on the KY Workers Compensation Nominating Commission for Administration Law Judges. In addition he served as the IBEW and the National AFL-CIO State Coordinator for political campaigns in Kentucky through several election cycles Donnie joined the International staff in 2013 and assists Director Jim Hunter in all aspects of utility collective bargaining agreements, and Federal Regulations that have an impact on IBEW members who are employed by Utilities. KYLE DANISH PARNTER VAN NESS FELDMAN Kyle Danish is a Partner in the Washington, D.C. office of Van Ness Feldman, LLP. Mr. Danish advises clients on environmental and energy matters, with a special focus on regulation, enforcement, legislation, and permitting under the Clean Air Act — and also on corporate climate strategy. His clients include energy companies, financials, and trade associations. Mr. Danish has been recognized by Chambers Global, the International Who 's Who of Environmental Lawyers, and Best Lawyers in America. He is on the adjunct faculty at both American University's Washington College of Law and the George Washington University Law School. He is also a Senior Associate with the Center for Strategic and International Studies. Mr. Danish has a law degree from Temple University, and a Masters in Public Affairs from Princeton University. 2 VINCENT DEVITO PARTNER BOWDITCH & DEWEY Vincent DeVito is a corporate and regulatory attorney who represents utilities, corporations, investors, and entrepreneurs in the energy, power generation, and technology sectors in the United States and abroad. He is experienced in issues involving renewable energy regulation & financing and corporate governance, including disclosure and compliance matters. Vincent also counsels presidential, senatorial, congressional, and gubernatorial committees, and numerous other candidate and political committees across the country. In his previous U.S. Government service involving international energy issues, Vincent conducted briefings with members of the President's Cabinet, governors, ambassadors, members of Congress, and corporate leaders. During his tenure in government he: • • • • Worked in the general counsel's office of the U. S. Department of Energy (DOE); Served as the U.S. Assistant Secretary of Energy for Policy and International Affairs, responsible for developing strategic policy and international cooperation; Oversaw the Climate Change Technology Program; and Represented the United States, worldwide. While at the DOE, Vincent served as the U.S. manager of the North American Energy Working Group, a task force created to pursue the regulatory development of a fully integrated North American energy market. Vincent was counsel to the U.S.-Canada Power Outage Task Force that was established as a result of the electricity blackout in August 2003. Immediately prior to joining the DOE, Vincent served as an energy lawyer for the Commonwealth of Massachusetts within the legislature and at the Department of Public Utilities. In those positions, he pursued the development and implementation of the state's electric utility deregulation plan. Vincent has also served as the International Energy Policy Adviser to a Presidential campaign. Vincent provides political and government relations counsel for corporations and their executives, and is an experienced recount lawyer with significant experience representing Super PACS. Vincent's political practice includes representing clients on ethics, lobbying, pay-to-play, and non-profit rules. Vincent assisted the legal and political operations of the Bush-Cheney presidential campaigns and was legal point for Collier County during the Florida recount. Vincent directly assisted the general counsel and other attorneys to the Romney for President campaign, and assisted the Republican National Committee's legal and rules operations prior to and during the 2012 national convention. 3 In 2014, Vincent served as Chief Legal Counsel for: • • • • Senator Scott Brown's campaign (New Hampshire); Representative Ryan Zinke (Montana); Governor Charlie Baker (Massachusetts); and 4th Congressional District candidate Bruce Blakeman (New York). Vincent served as Chief Legal Counsel for Senator Scott Brown's 2012 campaign in Massachusetts which was the most expensive U.S. Senate race in the country that year. Vincent currently provides counsel to nationally active Leadership PACs. MICHAEL MASLANSKY CEO MASLANSKY + PARTNERS As CEO, Michael advises Fortune 500 corporations, industry associations, major litigation practices and non-profit organizations on language strategy and messaging issues. Clients that have sought Michael's counsel include FedEx, Morgan Stanley, Procter & Gamble, UBS and The Walt Disney Company. He has also worked with a wide range of industry associations including the Financial Services Roundtable, Pharmaceutical Research and Manufacturer's Association, the Personal Care Products Council, the Direct Marketing Association, and the New Orleans tourism industry. Michael's book, The Language of Trust: Selling Ideas in a World of Skeptics, reviews the communication challenges that companies and industries face today and offers proven tools for building trust and credibility with consumers, regulators and the general public. He has conducted hundreds of research projects in over 20 countries using his firm's trademarked polling and focus group methodology, lauded by The New York Times, The Washington Post, The New Yorker, "60 Minutes," "Nightline" and PBS's "Frontline," among others. Prior to joining m + p, Michael founded MarketResearch.com, a leading market intelligence company where he served as president and remains on the Board. Previously, he led a distinguished career as a corporate attorney with Wachtell, Lipton, Rosen & Katz. PHILIP D. MOELLER SENIOR VICE PRESIDENT, ENERGY DELIVERY AND CHIEF CUSTOMER SOLUTIONS OFFICER EDISON ELECTRIC INSTITUTE The Honorable Philip D. Moeller is Senior Vice President of Energy Delivery and Chief Customer Solutions Officer at the Edison Electric Institute (EEI). EEI is the association that represents all of the nation's investor-owned electric utilities. At EEI, Mr. Moeller has responsibility for policies related to energy delivery, all of which are focused on enhancing the reliability and resiliency of the grid and meeting the needs of the diverse set of customers served by EEI' s member companies. Energy delivery policies 4 are becoming increasingly important as the electric system is undergoing rapid transformation both at the wholesale and retail levels of electricity service. Similarly, EEI' s member companies increasingly are focused on delivering innovative solutions that meet customers' changing expectations. In his role as Chief Customer Solutions Officer, Mr. Moeller works with EEI's member companies to identify policy solutions and business opportunities to better serve customers. Prior to joining EEI in February 2016, Mr. Moeller served as a Commissioner on the Federal Energy Regulatory Commission (FERC), ending his tenure as the second-longest serving member of the Commission. In office from 2006 through 2015, Mr. Moeller ended his service as the only Senate-confirmed member of the federal government appointed by both President George W. Bush and President Barack Obama. At FERC, Mr. Moeller championed policies promoting improved wholesale electricity markets, increasing investment in electric transmission and natural gas pipeline networks, and enhancing the coordination of the electric and natural gas industries. Earlier in his career, Mr. Moeller headed the Washington, D.C., office of Alliant Energy Corporation. He also served as a Senior Legislative Assistant for Energy Policy to U.S. Senator Slade Gorton (R-WA), and as the Staff Coordinator of the Washington State Senate Energy and Telecommunications Committee in Olympia, Washington. Mr. Moeller was born in Chicago and raised on a ranch near Spokane, Washington. He received a BA in Political Science in 1983 from Stanford University. MICHAEL MONROE CHIEF OF STAFF NORTH AMERICA'S BUILDING TRADES UNIONS Michael Monroe joined North America's Building Trades Unions as Director of Government Affairs in October 2008. In May of 2010, Mike was named Chief of Staff to Building Trades President Mark H. Ayers and continues to serve in that capacity for current President Sean F. McGarvey. The Building Trades represent nearly 3 million working families and provides essential coordination and support to the work of its affiliated councils as well as national and international unions throughout North America. Providing value to contractors, construction end users and entire communities where they live and work, the Building Trades seek to achieve a voice for workers in the construction industry and those seeking to enter it. Prior to joining the Building Trades, Mike served as Political Director for Labor on Hillary Clinton's 2008 Presidential Campaign and as Legislative Representative and Director of Government Affairs for the International Union of Painters and Allied Trades (IUPAT) from 2001 —2006. 5 Mike is a graduate of Gettysburg College and the Harvard University Trade Union Program. A fourth generation union member, Mike is a member of IUPAT Local 890 and currently resides in Washington, D.C. BRYAN J. OLNICK VICE PRESIDENT, DISTRIBUTION OPERATIONS FLORIDA POWER & LIGHT Bryan J. Olnick is vice president of distribution operations in power delivery. In his current role, Mr. Olnick is responsible for the operation and maintenance of FPL's electric distribution infrastructure including control center operations that serve the more than 4.8 million customer accounts in the company's service territory. He leads a workforce of over 1,500 engineers, technicians and union employees. Most recently, Mr. Olnick served as vice president of customer service Smart Grid Solutions, responsible for strategic development, deployment and operation of FPL's Advanced Metering Initiative (AMI). He also led the development of FPL's key smart grid strategies and initiatives including the $850 million dollar Energy Smart Florida (ESF) project, which was partially funded by a $200 million dollar grant from the U.S. Department of Energy. Mr. Olnick has 30 years of experience in the electric utility industry and has held various key leadership positions in the areas of electric distribution operations, engineering and construction, customer service, commercial and governmental account management, incident command and emergency management, system control center operations, quality and process management, labor relations, and smart grid. Mr. Olnick received a Bachelor of Science degree in electrical engineering from the University of Florida and Master's degree in Business Administration from Nova Southeastern University. He is also a graduate of executive education programs at both Columbia University and the Darden School of Business. He proudly served with distinction for five years in the United States Air Force in the US, Europe and Middle East. He is a member of Institute of Electrical and Electronics Engineers, Florida Engineering Society, Edison Electric Institute, the Southeastern Electric Exchange Executive Committee, Association of Edison Illuminating Companies Executive Board, Florida International University College of Engineering and Computing Executive Advisory Council and Miami Museum of Science Board of Trustees. DAVID K. OWENS EXECUTIVE VICE PRESIDENT, BUSINESS OPERATIONS & REGULATORY AFFAIRS EDISON ELECTRIC INSTITUTE David K. Owens is Executive Vice President, Business Operations & Regulatory Affairs, of the Edison Electric Institute (EEI). EEI is the association of U.S. Shareholder-Owned Electric Companies. In his capacity as the first African American to hold an officer title at BET, Mr. Owens has significant responsibility over a broad range of issues that affect the 6 future structure of the electric industry and new rules in evolving competitive markets. He has responsibility over the strategic areas of energy supply and the environment, energy delivery, energy services and international affairs. He also spearheads efforts to enhance the public policy climate for investments in America's electric infrastructure with emphasis on the role of new technologies to address climate change and enhance energy efficiency through smart buildings, smart appliances, smart meters and smart electric grids. Mr. Owens has frequently appeared before the U.S. Congressional Committees, testified in over 50 proceedings on energy issues before state bodies, lectured at universities across the nation, made hundreds of presentations in business forums, and frequently appears on television and radio. He is recognized as one of the foremost authorities on electric utility issues and industry restructuring. He has been at EEI for over 29 years, starting his EEI career as Director, Rates and Regulation and later served as EEI's Senior Vice President of Finance, Regulation and Power Supply Policy. Mr. Owens has distinction in Who's Who Among Black Americans, Who's Who In The Government, and has been honored as Outstanding Leader in the Utility Industry. He sits on the Boards of the National Academy of Sciences, the American Association of Blacks in Energy, the IDEA Charter School, and is an active member of a number of professional and community-based organizations. Mr. Owens is a graduate of Howard University with a Bachelor and Masters of Engineering degrees. He also has a Masters in Engineering Administration from George Washington University, and has attended executive courses at Howard University, the University of Pennsylvania, and Michigan State University. LLOYD YATES EXECUTIVE VICE PRESIDENT, CUSTOMER AND DELIVERY OPERATIONS PRESIDENT, CAROLINAS REGION DUKE ENERGY Lloyd Yates serves as executive vice president, customer and delivery operations and president, Duke Energy's Carolinas Region. He is responsible for aligning customerfocused products and services to deliver a personalized end-to-end customer experience that positions Duke Energy for long-term growth. In addition, he has responsibility for the profit/loss, strategic direction and performance of the company's regulated utilities in North Carolina and South Carolina. Yates has more than 30 years of experience in the energy industry, including the areas of nuclear generation, fossil generation and energy delivery. He previously served as executive vice president of regulated utilities for Duke Energy, where he had responsibility for the company's utility operations in six states. He also had responsibility for federal government affairs, as well as environmental and energy policy at the state and federal levels. As executive vice president of customer operations for Duke Energy, he led the transmission, distribution, customer services, 7 gas operations and grid modernization functions to approximately 7.2 million electric customers and 500,000 gas customers. Prior to the Duke Energy/Progress Energy merger in July 2012, Yates served as president and chief executive officer for Progress Energy Carolinas. He was promoted to that position in July 2007, after serving for more than two years as senior vice president of energy delivery for Progress Energy Carolinas. Prior to that, he served as vice president of transmission for Progress Energy Carolinas. Yates joined Progress Energy predecessor, Carolina Power & Light, in 1998, and served for five years as vice president of fossil generation. Before joining Progress Energy, he worked for PECO Energy for 16 years in several line operations and management positions. Yates earned a bachelor's degree in mechanical engineering from the University of Pittsburgh and a master's degree in business administration from St. Joseph's University in Philadelphia. He attended the Advanced Management Program at the University of Pennsylvania Wharton School and the Executive Management Program at the Harvard Business School. Yates serves on several community, state and industry boards. In 2014, he was elected president and chairman of the Association of Edison Illuminating Companies. He is also a director for Marsh & McLennan Companies Inc., a global professional services firm. Yates and his wife, Monica, have two daughters. 8 121 Gee sGtrroautpegLiLe: Energy Policy Leadership Summit December 6-7, 2016, Miami State Officials and Organizations The Honorable Kenneth Anderson Commissioner Public Utility Commission of Texas 1701 North Congress Avenue Austin, TX 78701-3326 kenneth.andersonRpuc.texas.qov (512) 936-7005 The Honorable Mike Huebsch Commissioner Public Service Commission of Wisconsin 610 North Whitney Way Madison, WI 53705-2729 Mike.huebsch(@misconsin.qov (608) 266-5481 The Honorable Diane X. Burman Commissioner New York Public Service Commission New York Public Service Commission Three Empire State Plaza Albany, NY 12223-1350 Diane.burmanRdps.ny.qov (518) 408-1978 The Honorable Brian Kalk Commissioner North Dakota Public Service Commission 600 E Boulevard Avenue, Dept. 408 Bismarck, ND 58505-0480 bkalk@nd.gov (701) 328-2400 Elin Swanson Katz Consumer Counsel Connecticut Office of Consumer Counsel Ten Franklin Square New Britain, CT 06051-2605 Elin.KatzRct.qov (860) 827-2900 The Honorable Maida Coleman Commissioner Missouri Public Service Commission 200 Madison Street Governor Office Building Jefferson City, MO 65101 Maida.coleman(@,psc.mo.qov (573) 751-4132 The Honorable Nancy Lange Commissioner Minnesota Public Utilities Commission 121 Seventh Place East, Suite 350 St. Paul, MN 55101-2147 Nancy.LangeRstate.mn.us (651) 201-2240 The Honorable Boyd Dunn Commissioner-Elect Arizona Corporation Commission 1200 West Washington Street Phoenix, AZ 85007 boydwdunnRiuno.com (602) 364-1304 The Honorable Doug Little Chairman Arizona Corporation Commission 1200 West Washington Street Phoenix, AZ 85007 dlittleRazcc.qov (602) 542-0745 The Honorable Edward Finley, Jr. Chairman North Carolina Utilities Commission 430 North Salisbury Street Raleigh, NC 27603-5918 finleyncuc.net (919) 733-6067 1 Gee sooautpegLi,e: Energy Policy Leadership Summit December 6-7, 2016, Miami The Honorable Ellen Nowak Chairperson Public Service Commission of Wisconsin 610 North Whitney Way Madison, WI 53705-2729 Ellen.Nowakwisconsin.qov (608) 267-7899 The Honorable Nick Wagner Board Member Iowa Utilities Board 1375 E. Court Avenue, Rm. 69 Des Moines, IA 50319-0069 Nick.waqneriub.iowa.qov (515) 725-7313 Todd Parfitt Director Department of Environmental Quality 200 W. 17th St. 4th Floor Cheyenne, WY 82002 todd.parfittwyo.qov (307) 777-5593 The Honorable Jordan White Commissioner Public Service Commission of Utah 160 East 300 South 4th Floor Salt Lake City, Utah 84111 jordanwhite@utah.gov (801) 530-6796 The Honorable Robert F. Powelson President National Association of Regulatory Utility Commissioners Commissioner Pennsylvania Public Utility Commission Commonwealth Keystone Building, 3rd Floor 400 North Street I Harrisburg, PA 17120 rfpqa.qov (717) 705-6767 The Honorable Dallas Winslow Chairman Delaware Public Service Commission 861 Silver Lake Boulevard Cannon Building, Suite 100 Dover, DE 19904 dallaswinslow@yahoo.com (302) 736-7500 Industry and Labor Representatives Tim Schneider Public Advocate Maine Office of the Public Advocate 103 Water Street, Floor 3 Hallowell, ME 04347-0000 tim.schneidermaine.qov (303) 624-3687 Gregory Bernosky Director, State Regulation & Compliance Arizona Public Service 400 North 5th Street Phoenix, AZ 85004-3902 MS 9712 Gregory.bernosky@aps.com (602) 250-4849 David Springe Executive Director National Association of State Utility Consumer Advocates 8380 Colesville Road, Suite 101 Silver Spring, MD 20910 david.springenasuca.orq (785) 550-7606 Noel Black Vice President, Federal Regulatory Affairs Southern Company 601 Pennsylvania Ave NW Washington, DC 20004-0000 nwblacksouthernco.com (202) 578-8377 2 Ca GeesGtrroaut pegies Energy Policy Leadership Summit December 6-7, 2016, Miami Aakash Chandarana Regional Vice President, Rates and Regulatory Affairs, Northern States Xcel Energy 401 Nicollet Mall Minneapolis, MN 55401 Aakash.Chandaranaxcelenerciy.com (612) 215-4663 Sheri Givens Senior Vice President Gee Strategies Group LLC P.O. Box 49891 Austin, TX 78765 sbivensRgeestrategies.com (512) 417-5753 Donnie Colston International Representative, Utilities Department International Brotherhood of Electrical Workers 900 Seventh Street NW Washington, D.C. 20001 Donnie Colston(@,IBEW.orq (202) 728-6066 Anne M. Grealy Executive Director, State Regulatory Affairs FirstEnergy Corporation 76 South Main Street Akron, Ohio 44308 agrealyfirstenerqvcorp.com (330) 802-2097 Kyle Danish Partner Van Ness Feldman LLP 1050 Thomas Jefferson Street, NW Washington, DC 20007 kwdRvnf.com (202) 298-1876 Ivy Lyn Manager, State Regulatory Affairs Edison Electric Institute 701 Pennsylvania Ave NW Washington, DC 20004-2696 Vincent DeVito Partner Bowd itch & Dewey LLP One International Place, Suite 4410 Boston, MA 02110-2602 vdevitobowditch.com (617) 757-6518 Michael Maslansky CEO Maslansky & Associates 200 Varick Street, Suite 601 New York, NY 10014 michaeIRMaslansky.com (917) 757-1596 Robert W. Gee President Gee Strategies Group, LLC 7609 Brittany Parc Court Falls Church, VA 22043-0000 rwqeebeestrateqies.com (703) 593-0116 fax: (703) 698-2033 Phillip Moeller Senior Vice President, Energy Delivery, and Chief Customer Solutions Officer Edison Electric Institute 701 Pennsylvania Ave NW Washington, DC 20004-2696 pmoeller(@,eei.org (202) 508-5500 (202) 508-5643 3 12Ge el Strategies G Group, LLC Energy Policy Leadership Summit December 6-7, 2016, Miami Mike Monroe Chief of Staff North America's Building Trades Union 815 16th Street, 6th Floor Washington, DC 20006 mmonroeMuildinqtrades.org (202) 347-1461 Bryan Olnick Vice President, Distribution Operations Florida Power & Light 700 Universe Blvd. DOE/JW Juno Beach, FL 33408 Bryan.Olnickfpl.com (561) 904-3594 David K. Owens Executive Vice President Business Operations Group & Regulatory Affairs Edison Electric Institute 701 Pennsylvania Ave NW Washington, DC 20004-2696 dowensReei.orq (202) 508-5527 Elizabeth Stipnieks Managing Director, Regulatory Relations Edison Electric Institute 701 Pennsylvania Ave NW Washington, DC 20004-2696 estipniekseei.orq (202) 508-5566 Lloyd Yates Executive Vice President, Customer and Delivery Operations, and President, Carolinas Region Duke Energy 550 S Tryon St Charlotte, NC 28202 lloyd.yatesduke-energy.com (704) 382-4200 Jones, Krystal - PSC From: Sent: To: Robert W. Gee Tuesday, November 22, 2016 11:50 PM kenneth.anderson@puc.texas.gov; Diane.burman@dps.ny.gov; Maida.coleman@psc.nno.gov; boydwdunn@juno.com; finley@ncuc.net; Huebsch, Mike PSC; bkalk@nd.gov; Elin.Katz@ct.gov; Nancylange@state.mn.us; dlittle@azcc.gov; Nowak, Ellen - PSC; rfp@pa.gov; tim.schneider@nnaine.gov; david.springe@nasuca.org; Nick.wagner@iub.iowa.gov; jordanwhite@utah.gov; dallaswinslow@yahoo.com; todd.parfitt@wyo.gov; Aakash.Chandarana@xcelenergy.com; Donnie_Colston@IBEW.org; kwd@vnf.com; agrealy@firstenergycorp.com; michael@Maslansky.com; pmoeller@eei.org; mmonroe@buildingtrades.org; David Owens; DeVito, Vincent; Danner, Dave (UTC) Sheri Givens; ilyn@eei.org; Elizabeth Stipnieks; Sacavage, Krystle; Wilk, Tracey; klowell@ncuc.net; mrowell@azcc.gov; Mary Swoboda; monica.lambert@puc.texas.gov; Paske, Sandra - PSC; Jones, Krystal - PSC; Crecelius, Lorraine [IUB]; Beis, Taylor; Connie Osborne Cc: Subject: Attachments: Energy Policy Leadership Summit on December 6 - 7, 2016, in Miami, Florida-- Current Participants, Updated Agenda, Travel Reimbursement Details, Dinner RSVPs, and Preparatory Conference Calls Energy Policy Leadership Summit 2016_DRAFT agenda 112316_clean.doc; GeeStratExpense report .xls Dear Commissioners, Senior State Officials and Invited Speakers to the Energy Policy Leadership Summit: In this message, please find information regarding the following: • • • • • Who is coming Updated preliminary agenda RSVPs required for two group receptions and dinners Description of panel format and preparatory conference call information for panelists Travel reimbursement procedure for state officials and reimbursement form THANKS! We appreciate the decision by those of you who accepted the invitation to participate in the upcoming Energy Policy Leadership Summit. This Summit will be our fifth gathering convened primarily following a nationwide general election. Previous Summits were held following the Presidential elections of 2008 and 2012, as well as the midterm elections. In light of this year's watershed election, our Summit assumes even greater importance to understanding the direction of national and state policies. Our discussions aim to shed light on how these political changes might ultimately be reflected in policies for energy and utilities sector at the state and federal levels. For this event, we have assembled an impressive cross-section of thought leaders from across the country representing state utility regulators, environmental regulators, consumer advocates, organized labor, and industry. WHO IS COMING? The following state officials have confirmed their participation: 1 STATE PUBLIC UTILITY COMMISSIONS Arizona Corporation Commission Doug Little. Chairman Boyd Dunn, Commissioner-Elect Delaware Public Service Commission Dallas Winslow, Chairman Iowa Utilities Board Nick Wagner, Board Member Co-Chair, Washington Action Program National Association of Regulatory Utility Commissioners (NARUC) Minnesota Public Utilities Commission Nancy Lange, Commissioner Chair, Committee on Energy Resources and the Environment, NARUC Missouri Public Service Commission Maida Coleman, Commissioner New York Public Service Commission Diane X. Burman, Commissioner Vice Chair, Committee on Gas, NARUC North Carolina Utilities Commission Edward Finley, Jr., Chairman Chairman, Committee on Electricity, NARUC North Dakota Public Service Commission Brian Kalk, Commissioner Pennsylvania Public Utility Commission Rob Powelson, Commissioner President, NARUC Public Utility Commission of Texas Kenneth Anderson Commissioner Public Service Commission of Utah Jordan White, Commissioner Public Service Commission of Wisconsin Ellen Nowak, Chairperson Mike Huebsch, Commissioner STATE CONSUMER ADVOCATES Connecticut Office of Consumer Counsel Elin Swanson Katz, Consumer Counsel Vice President National Association of State Utility Consumer Advocates Maine Office of the Public Advocate Tim Schneider, Public Advocate National Association of State Utility Consumer Advocates David Springe, Executive Director STATE ENVIRONMENTAL REGULATORS Environmental Council of the States (ECOS) Wyoming Department of Environmental Quality Todd Parfitt, Director Vice President, ECOS HOTEL ARRANGEMENTS AND MEETING LOCATION Our lodging and meeting facilities for the Summit will be at the following venue: JW Marriott Miami 1109 Brickell Avenue Miami, Florida 33131 By now, state officials should have contacted us to make their hotel reservations, while nongovernment participants should have used the link we provided to book their own rooms. We have booked room reservations for all state officials under a master bill, while non-government participants will pay their room expenses directly. When all of you check in, you will need one form of identification and a credit card (for incidentals if a state official). STATE OFFICIALS: You DO NEED to make your own air travel reservations, and associated air to ground transfers to and from the hotel. Your expenses for air and related ground travel will be reimbursed. See below. EVENING EVENTS — RSVP's REQUIRED FOR TWO GROUP RECEPTIONS AND DINNERS On the evening of Monday, December 5, we will be hosting a welcome reception and dinner for early arrivals. Please let our Senior Vice President Sheri Givens (sqivens(&,geestrateqies.com) know whether you will be joining us, and how many will be in your party so that we can make proper arrangements. On Tuesday, December 6, we will also host a first-day reception and group dinner. Please also let Sheri Givens know how many will be in your party. Please see the attached agenda for the locations for both receptions and dinners. UPDATED AGENDA, PANEL FORMAT, AND PREPARATORY CONFERENCE CALLS Attached for your information is an updated preliminary agenda. The Summit is not a conference with an audience. Rather, it is an executive dialogue structured to promote discussion between invited participants, including those not speaking on panels. Seating will be at a large, squared table to promote interaction. When the program commences, there will be few slide presentations. Rather, moderators will introduce speakers on each panel tasked with making an opening set of remarks lasting from 7 to 8 minutes apiece. The balance of the time on each panel will be devoted to posing questions to the panelists, or discussion among the participants. 3 Many of the state utility commissioners be serving as moderators or lead respondents for the various panels. The purpose of the lead respondent will be to initiate the questioning of the panelists after remarks by the panel speakers before the moderator takes questions from the floor. We will be convening a series of preparatory conference calls with the moderators, panelists and lead respondents next week. If you are on a panel, we will be contacting your offices to schedule a call. They will last no longer than 45 minutes. Commissioners may substitute a staff representative if they are unavailable. TRANSPORTATION REIMBURSEMENT POLICY AND PROCEDURE (FOR STATE OFFICIALS) Gee Strategies Group LLC will reimburse coach class airfare/train fare, hotel nights as needed, and all related ground transportation to and from the event. Incidental meal expenses incurred during transit may also be included. Otherwise, all meals will be provided during the Summit. Please keep all receipts to submit for expense reimbursement. Please use the attached reimbursement form which should be sent electronically (i.e., emailed) with scanned receipt copies at the conclusion of the Summit when you return home. Unfortunately, we can no longer receive expense submissions by regular postal mail. Please contact me or Sheri Givens if you have any further questions, and we look forward to seeing you all in Miami next month. Happy Thanksgiving and please be safe during the holidays! Kind regards, Bob Robert W. Gee President Gee Strategies Group LLC 7609 Brittany Parc Court Falls Church, VA 22043 +1.703.593.0116 (US Main & Mobile) +1.703.698.2033 (US Landline & Fax) + 86.132.6023.6867 (China Mobile) Email: rwgee@oeestrategies.com www.geestrateqies.com Policy AnalysisiAdvocacylLitigation Support rift strategies u Group,ac WASHINGTON AUSTIN 4 December 19, 16November 23, 2016 Gee G egies strroautp www.geestrategies.com Energy Policy Leadership Summit Highlighting Presidential, Congressional, Gubernatorial, and State Legislative Elections JW Marriott Miami 1109 Brickell Avenue Miami, Florida 33131 December 6 -7, 2016 Ground Rules for Dialogue 1. Discussion shall not involve any pending cases before commissioners. 2. Conversations are not intended to arrive at a consensus. 3. Remarks are not for attribution. AGENDA MONDAY, DECEMBER 5 6:30 p.m. Welcome Reception & Dinner Morton's The Steakhouse 1200 Brickell Avenue (across the street from hotel) TUESDAY, DECEMBER 6 7:00 a.m. — 8:00 a.m. Registration and Continental Breakfast 8:00 a.m. — 5:00 p.m. General Session 8:00 a.m. — 8:15 a.m. Welcome Introduction and Overview Robert W. Gee President Gee Strategies Group, LLC Grounditules Sheri S. Givens Senior Vice President Gee Strategies Group, LLC 8:15 a.m. — 9:30 a.m. Lessons from the 2016 Elections: Parties, People, and Priorities Introduction: The November general election saw the Republican candidate for President, Donald J. Trump, prevailing, and the Republican Party retaining the majority of both houses of Congress, bringing both branches of the federal government under single-party control for the first time since 2008. In addition, changes in partisan control of state legislatures occurred. With this election, changes are expected. At stake are the direction of energy and environmental policy, and the continued viability of the Obama Administration's Clean Power Plan. What were the dominant political forces in driving the winning 2 strategy for the White House, the control of Congress, and state legislatures? What will the 2017 political makeup mean for resolution of fundamental questions affecting the US economy, such as tax reform and deficit reduction? What will be the legislative priorities for the new Congress and the incoming Trump Administration, and how will they affect energy interests? Moderator: Nick Wagner Commissioner Iowa Utilities Board Co-Chair, Washington Action Program National Association of Regulatory Utility Commissioners Opening Keynote: Energy Transition Team Representative for President-elect Donald J. Trump Closing Keynote: Impact of the Election on the Electric Industry David K. Owens Executive Vice President Edison Electric Institute 9:30 a.m. — 9:45 a.m. Break 9:45 a.m. — 10:45 a.m. State and Federal Perspectives Keynote Remarks by: Norman Bay (invited) Chairman Federal Energy Regulatory Commission / Robert Powelson Commissioner Pennsylvania Public Utility Commission President National Association of Regulatory Utility Commissioners 10:45 a.m. — 12:00 p.m. A Dialogue on Infrastructure and Resource Planning in an Uncertain Environment Introduction: The general public demands that the electric power industry provide service that is reliable, affordable, clean, safe, and resilient. But responsibility for overseeing energy resource development has become diffuse and unclear. A series of federal court decisions -- aimed at clarifying the lines of jurisdiction between states and the Federal Energy Regulatory Commission over generation and demand response -have instead made an existing complex planning process even more uncertain for the future. In addition, price competition in generation markets, and environmental policies, have resulted in favoring natural gas generation over coal and nuclear energy, placing stress points on reliability and increasing the need for gas infrastructure. Against this uncertain environment, how should policy makers respond? Moderator: Philip Moeller Senior Vice President, Energy Delivery, and Chief Customer Solutions Officer Edison Electric Institute Panelists: 3 Brian Kalk North Dakota Public Service Commission Commissioner Mike Monroe Chief of Staff North America's Building Trades Unions Anne Grealy (invited) Executive Director, State Regulatory Affairs First Energy Corporation Respondent: Kenneth Anderson Commissioner Public Utility Commission of Texas 12:00 p.m. — 1:00 p.m. Lunch 1:00 p.m. — 2:30 p.m. Industry's Perspectives on the Current Business Environment for Utilities under Challenging Conditions Introduction: Investor-owned electric utilities today confront a host Of challenges ranging from evolving business models to environmental complience, compounded by,the need to increase capital expenditures for system maintenance and upgrades, all while confronting anemic sales growth. They are also being challenged by increased penetration of renewables, leading,to a significant change in the resource mix, yet are being tasked with maintaining reliability. How will these multiple challenges looming on the horizon be met? This panel will address these subjects with an emphasis on how regulation can facilitate or impede the current operating environment. Moderator: Edward Finley Chairman North Carolina Utilities Commission Chairman, Committee on Electricity National Association of Regulatory Utility Commissioners Panelists: Lloyd M. Yates (invited) Executive Vice President, Customer and Delivery Operations, and President, Carolinas Region Duke Energy Rod West (invited) Executive Vice President and Chief Administrative Officer Entergy Lead Respondent: Maida Coleman Commissioner Missouri Public Service Commission 2:30 p.m. — 3:00 p.m. Break 4 3:00 p.m. — 4:30 p.m. Pathways to a Smarter Digital and Distributed Grid Introduction: The industry is moving towards a more digital, distributed, and integrated grid. Enabling technologies, in combination with microgrid pilot projects at the state and local level, continue to evolve. The electric industry continues to make investments to integrate new resources, technologies, and services into the grid to meet the changing needs of customers. Increasingly, a plausible future looks to be shaped by the development of "smart cities," wider deployment of "big data," and market penetration of electric vehicles (EVs) serving purposes as varied as storage, ancillary services, and distributed energy. As the electric grid evolves into a multi-directional, interactive system, it will require a rigorous performing, high quality communications network. Will infrastructure be sufficient to address the task, especially in light of cybersecurity risks? What are the future implications for utilities, customers, and regulators? Moderator: Ellen Nowak Chair Wisconsin Public Service Commission Panelists: Nancy Lange Vice Chair Minnesota Public Utilities Commission Diane X. Burman Commissioner New York Public Service Commission Tim Schneider Public Advocate Maine Office of Public Advocate Lead Respondent: Donnie Colston International Representative, Utilities Department International Brotherhood of Electrical Workers 4:30 p.m. —5:00 p.m. Perspectives for the Day Moderator: Nick Wagner Commissioner loVa Utilities Board Co-Chair, Washington Action Program National Association of Regulatory Utility Commissioners 5:00 p.m. Adjourn for the Day 6:30 p.m. — 8:30 p.m. Reception and Dinner Marion 1111 SW 1st Ave (Convene in hotel lobby at 6:15 pm to walk to restaurant) 5 WEDNESDAY, DECEMBER 7 7:00 a.m. – 8:00 a.m. Registration & Breakfast 8:00 a.m. – 12:00 p.m. General Session 8:00 a.m. – 9:30 a.m. The Changed Clean Energy Landscape in 2017 Introduction: The results of the November general election have cast doubt on the retention of the Obama Administration's Clean Power Plan (CPP), and the obligations'athe United States under the Paris Agreement. Until the election, despite the pending legality and stay of the CPP, states and electric power companies had been moving forward with efforts to reduce carbon emissions, anticipating the CPP to remain in legal limbo throughout 2017. For example, certain states had been moving forward on carbon reduction plans, as evidenced by Washington's ongoing consideration of both new carbon trading rules and a potential carbon tax. Colorado had been considering a new carbon reduction program, and California, Minnesota and Pennsylvania had submitted or developed state plans to comply with the CPP. Now, it appears likely that the Trump Administiation will call back the CPP, and seek to shed carbon reduction obligations under the Paris Agreement: How will these impending decisions impact state energy and climate policy planning in 2017? What would be the adminigtrative process for walking back CPP and Paris obligations, and what would be the timeline? In addition to the altered regulatory landscape on carbon controls, what impact will the new Administration have on regulation of other air emissions? This panel will provide strategic insights into how electric utilities and state planners should address these challenges. Moderator: Mike Huebsch Commissioner Public Service Commission of WisconSin Panelists: - Kyle Panish Partner Van Ness Feldman Todd Parfitt Director, Wyoming Department of Environmental Quality Vice President, The Environmental Council of the States Lead Respondent: Dallas Winslow Chairman Delaware Public Service Commission 9:30 a.m. – 10:00 a.m. Break 10:00 a.m. — 11:30 a.m. Enabling Customer Solutions Introduction: As new technologies increasingly enable energy personalization, many customers want more flexibility and want to be more engaged in managing their energy usage. For example, large commercial customers increasingly want renewable energy to meet their corporate sustainability goals. Residential customers choose to install private rooftop solar and want to manage their energy use using connected devices. It is critical for industry and policymakers to review and redesign rates to accommodate these choices. In addition, it is important that customer protection and education remain key to achieving those goals. Moderator: Doug Little Commissioner Arizona Corporation Commission Panelists: Michael Maslansky CEO Maslansky & Partners Aakash Chandarana Regional Vice President, Rates and Regulatory Affairs - Minnesota Xcel Energy Elin Katz Consumer Counsel Connecticut Office of Consumer Counsel Lead Respondent: Jordan White Commissioner Utah Public Service Commission 11:30 a.m. — 12:00 p.m. Final Thoughts on the Summit: The Commissioners Get the Last Word Moderator: D'avid'Springe Executive Director National Association of State Utility Consumer Advocates 12:00 p.m. Adjournment (Box lunches willbe available starting at 11:30 a.m. for departure) Expense Statement Event: 7609 Brittany Parc Court Falls Church, VA 22043 Energy Policy Leadership Summit Statement Number: Firm Position Name Address Date Gee Strategies Group LLC Account Description Hotel Transport Meals Fuel Misc. Phone $ $ $ $ $ $ $ $ $ $ $ PLEASE ATTACH COPIES OF ALL RECEIPTS CHECK SHOULD BE MADE PAYABLE TO: Notes Approved For OffiOe- Use Orily - $ - $ - $ - $ - $ - TOTAL _ _ _ _ _ _ _ _ _ _ $ Subtotal $ Advances TOTAL $ - - Jones, Krystal - PSC From: Sent: To: Cc: Subject: Attachments: Robert W. Gee Saturday, November 5, 2016 12:59 PM Huebsch, Mike - PSC Sheri Givens; Nowak, Ellen - PSC; Paske, Sandra - PSC Invitation to Energy Policy Leadership Summit on December 6-7, 2016 in Miami. FL Commissioner Invitation_Huebsch.doc; Energy Policy Leadership Summit 2016_DRAFT agenda 110316 clean.doc Dear Commissioner Huebsch (Mike), I would like to cordially invite you to the upcoming Energy Policy Leadership Summit to be held on December 6 —7, 2016, in Miami, FL. As the attached letter and draft agenda indicate, the focus of discussion this year will be the outcome of the general election at the federal and state level, and the attending impact on energy policy, as well as other significant issues affecting the electric utilities sector. If you have any questions, please contact me or my Senior Vice President Sheri Givens (copied here). We sincerely hope that you can join us. Kind regards, Bob Robert W. Gee President Gee Strategies Group LLC 7609 Brittany Parc Court Falls Church, VA 22043 +1.703.593.0116 (US Main & Mobile) +1.703.698.2033 (US Landline & Fax) + 86.132.6023.6867 (China Mobile) Email: rwgee@geestrategies.com www.geestrategies.com Policy AnalysislAdyocacylLitigation Support CI Gee strategies WASHINGTON I AUSTIN 1 n n Strategies Group, LLC u www.geestrategies.com November 4, 2016 The Honorable Mike Huebsch Commissioner Wisconsin Public Service Commission BY EMAIL RE: Invitation to Energy Policy Leadership Summit in Miami, FL on December 6-7, 2015 Dear Mike, Gee Strategies Group LLC cordially invites you to participate in the Energy Policy Leadership Summit on December 6 - 7, 2016. The location of this Summit will be at the JW Marriott Miami Hotel in Miami, Florida. The dialogue will begin at 8:00 a.m. on Tuesday, December 6th, and conclude at 12:00 p.m. on Wednesday, December 7th. This Summit was first convened 8 years ago following the 2008 Presidential election to allow Commissioners insights into the workings of the upcoming Congress and its relationship with the incoming Administration on matters of energy policy affecting the electric utility industry. Following the 2012 Presidential election, we convened a Quadrennial Summit to address some of the same issues discussed 4 years earlier. Subsequently, we convened a Summit following the mid-term elections of 2014, and again in 2015 owing to the prominence of politics dominating the direction of energy policy. We are convening our Summit this December owing to the November election of a new President, a new Congress, and new leaders at the state level, events certain to affect the direction energy and environmental policy at the federal and state level. Participation in this unique event will be by invitation only to select Commissioners. It is an executive dialogue designed to encourage the sharing of perspectives between the utility commissioners and public policy leaders on the critical issues facing the electric utility sector. Purpose of the Summit In 2012, President Barack Obama was re-elected for a second term. By the 2014 mid-term elections, the country had a fully divided government when the Republicans secured control of the U.S. Senate to accompany their preexisting majority in the House of Representatives. This heightened a partisan divide and paved the way for federal administrative agencies to play a more prominent role in sharping energy and environmental policy, exemplified by the Administration's promulgation of the Clean Power Plan (CPP), which was followed by a stay by a federal appeals court. But the CPP's ultimate legality will likely turn on a new US Supreme Court Justice to be appointed next year by the incoming President for the currently vacant seat on the Court. During the interim, states and industry must grapple with this legal uncertainty while the carbon reduction targets agreed upon at the 21st United Nations Climate Conference in Paris last year — and on which the United States partially grounded its pledge based on the CPP goals - have now come into force. Because of the convergence of these political forces influencing federal and state policy, along with its global dimension, this Summit is being convened to enable an informed discussion with key policymakers and thought leaders. Along with other speakers, the Summit will feature: • • • A keynote address by a member of Transition Team for the incoming Presidential Administration. Commentary from political experts addressing the impact of the 2014 general election, and its implications for federal and state energy policy. Discussions on the utility business model of the future, technology drivers and rate design, and the challenges of maintaining resource diversity. Panel discussions will include Commissioners, utility Chief Executive Officers, consumer advocates, and environmental interests. Attached for your information is a preliminary agenda of the program. This format will encourage open and candid discussion between invited utility commissioners and the panelists. Notes will be taken for purposes of summarizing and synthesizing the discussion, but no statements will be attributed. All statements made during the Summit will be off the record. Gee Strategies Group LLC will offer travel reimbursement, including roundtrip coach airfare and lodging, to all Commissioners. This program is being conducted through the generous sponsorship of the Edison Electric Institute. Please contact us if you have any further questions regarding this invitation. We look forward to confirming your participation in this important event. Sincerely, Robert W. Gee President Gee Strategies Group LLC December 19, 16 Gee sGtrroautpegies www.geestrategies.com Energy Policy Leadership Summit Highlighting Presidential, Congressional, Gubernatorial, and State Legislative Elections JW Marriott Miami 1109 Brickell Avenue Miami, Florida 33131 December 6 - 7, 2016 Ground Rules for Dialogue 1.Discussion shall not involve any pending cases before commissioners. 2.Conversations are not intended to arrive at a consensus. 3.Remarks are not for attribution. AGENDA MONDAY, DECEMBER 5 6:30 p.m. Welcome Reception & Dinner TBD (Convene in hotel lobby at 6:15 pm to walk to restaurant) TUESDAY, DECEMBER 6 7:00 a.m. — 8:00 a.m. Registration ,and Continental Breakfast 8:00 a.m. — 5:00 p.m. General Session 8:00 a.m. — 8:15 a.m. Welcome Introduction and Overview Robett,W. Gee President Gee Strategies Group, LLC Ground Rules Sheri S. Givens Senior Vice President Gee Strategies Group, LLC 8:15 a.m. — 9:45 a.m. Lessons from the 2016 Elections: Parties, People, and Priorities Introduction: No matter which party wins the White House or controls Congress, changes are expected. At stake are the direction of energy and environmental policy given the importance of an appointment to the US Supreme Court to the continued viability of the Obama Administration's Clean Power Plan. What were the dominant political forces in driving the winning strategy for the White House and the control of Congress? Who won, and who lost? What will the 2017 political makeup mean for resolution of fundamental questions affecting the US economy, such as tax reform and deficit reduction? What will be the legislative priorities for the new Congress, and how will they affect energy interests? 2 Moderator: Commissioner TBD Opening Keynote: Incoming Administration Transition Team Representative for Energy David Adkins, Executive Director and Chief Executive Officer, The Council of State Governments (invited) Closing Keynote: Impact of the Election on the Electric Industry David K. Owens Executive Vice President Edison Electric Institute Respondent: Commissioner TBD 9:45 a.m. — 10:00 a.m. Break 10:00 a.m. — 10:45 a.m. State and Federal Perspectives Keynote Remarks by: Cheryl LaFleur (Invited) Commissioner Federal Energy Regulatory Commission Robert Powelson (confirmed) Commissioner Pennsylvania Public Utility Commission President National Association of Regulatory Utility Commissioners 10:45 a.m. — 11:30 a.m. A Dialogue on Infrastructure and Resource Planning in an Uncertain Environment Introduction: The general public demands that the electric power industry provide service that is reliable, affordable, clean, safe, and resilient. But responsibility for overseeing energy resource development has become diffuse and unclear. A series of federal court decisions -- aimed at clarifying the lines of jurisdiction between states and the Federal Energy Regulatory Commission over generation and demand response -have instead made an existing complex planning process even more uncertain for the future. In addition, price competition in generation markets, and environmental policies, have resulted in favoring natural gas generation over coal and nuclear energy, placing stress points on reliability and increasing the need for gas infrastructure. Against this uncertain environment, how should policy makers respond? Moderator: Commissioner TBD Philip Moeller (confirmed) Senior Vice President, Energy Delivery, and Chief Customer Solutions Officer Edison Electric Institute Utility Representative Utility Representative 3 Respondent: Commissioner TBD 11:30 a.m. — 1:00 p.m. Lunch 1:00 p.m. — 2:30 p.m. Industry's Perspectives on the Current Business Environment for Utilities under Challenging Conditions Introduction: Investor-owned electric utilities today confront a host of challenges ranging from evolving business models to environmental compliance, compounded by the need to increase capital expenditures for system maintenance and upgrades, all while confronting anemic sales growth. They are also being challenged by increased penetration of renewables, leading to a significant change in the resource mix, yet are being tasked with maintaining reliability. How will these multiple challenges looming on the horizon be met? This panel will address these subjects with an emphasistn how regulation can facilitate or impede the current operating environment. Moderator: Commissioner TBD Panelists: Lynn J. Good (invited) Chairman, President & CEO Duke Energy Anne R. Pramaggiore (invited) President & CEO Commonwealth Edison Scott Prochazka (invited) President & CEO CenterPoint Energy Lead Respondent: Commissioner TBD 2:30 p.m. — 3:00 p.m. Break 3:00 p.m. — 4:30 p.m. The Clean Energy Landscape in 2017 Introduction: Although the legal status of EPA's Clean Power Plan (CPP) continues to dominate the carbon policy landscape, it is not the only catalyst for action. States and electric power companies are moving 'forward with efforts to reduce carbon emissions, even as the CPP likely remains in legal limbo throughout 2017. For example, there is growing interest in whether EPA could utilize section 115 of the Clean Air Act to allow for economy-wide approaches to GHG reductions instead of the current sector-bysector approach. In addition, states are moving forward on carbon reduction plans, as evidenced by Washington's ongoing consideration of both new carbon trading rules and a potential carbon tax. Colorado also is considering a new carbon reduction program, and California, Minnesota and Pennsylvania all have submitted or developed state plans to comply with the CPP. How will these various trends impact state energy and climate policy planning in 2017, and how should policy makers take them into account? To what extent will various stakeholders seek the most optimal pathways for achieving decarbonization to meet the long-term goals of the Paris Agreement? And will the new Congress engage? This panel will provide strategic insights into how electric utilities and state planners can address these challenges. Moderator: Commissioner TBD 4 Panelists: Alexandra Dapolito Dunn (invited) Executive Director & General Counsel Environmental Council of the States Environmental Regulator — ECOS Leadership (invited) Kyle Danish (invited) Van Ness Feldman Lead Respondent: Commissioner TBD 4:30 p.m. — 5:00 p.m. Perspectives for the Day Moderator: Commissioner TBD 5:00 p.m. Adjourn for the Day 6:30 p.m. — 8:30 p.m. Reception and Dinner Morton's The Steakhouse 1200 Brickell Avenue (across the street from hotel) WEDNESDAY, DECEMBER 7 7:00 a.m. — 8:00 a.m. Registration & Breakfast 8:00 a.m. — 12:00 p.m. General Session 8:00 a.m. — 9:30 a.m. Pathways to a Smarter Digital and Distributed Grid Introduction: The industry is moving towards a more digital, distributed, and integrated grid. Enabling technologies, in combination with microgrid pilot projects at the state and local level, continue to evolve. The electrid industry continues to make investments to integrate new resources, technologies, and services into the grid to meet the changing needs of customers. Increasingly, a plausible future looks to be shaped by the development of "smart cities," wider deployment of "big data," and market penetration of electric vehicles J(EVs) serving purposes as varied as storage, ancillary services, and distributed energy. As the electric grid evolves into a multi-directional, interactive system, it will require a rigorous performing, high quality communications network. Will infrastructure be sufficient to address the task, especially in light of cybersecurity risks? What are the future implications for utilities, customers, and regulators? Moderator: Commissioner TBD Panelists: Diane Burman (invited) Commissioner New York Public Service Commission 5 Nancy Lange (confirmed) Vice Chair Minnesota Public Utilities Commission Labor Representative Lead Respondent: TBD 9:30 a.m. — 10:00 a.m. Break 10:00 a.m. — 11:30 a.m. Enabling Customer Solutions Introduction: As new technologies increasingly enable energy. personalization, many customers want more flexibility and want to be more engaged in managing their energy usage. For example, large commercial customers increasingly want renewable energy to meet their corporate sustainability goals. Residential customers choose to install private rooftop solar and want to manage their energy use using connected devices. It is critical for industry 'and politymakers to review and redesign rates to accommodate these choices. In addition, it is important that customer protection and education remain key to achieving those goals. Moderator: Commissioner TBD Panelists: Michael Maslansky (invited) Maslansky & Partners Robert Berntseqinvited) SVP & General Counsel MidAmerican Energy Company Elin Katz (confirmed) Consumer Counsel Connecticut Office of Consumer Counsel Lead Respondent: Commissioner TBD 11:30 a.m. — 1200 p.m. Final Thoughts on the Summit: The Commissioners Get the Last Word Moderator: Commissioner TBD 12:00 p.m. Adjournment (Box lunches will be available starting at 11:30 a.m. for departure)