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Efficiency Exchange is the premier networking and learning conference for energy efficiency professionals from across the Northwest. Attendees from public and private utilities, consulting and research firms, government and non-profit organizations will come together to learn and connect to help the region more effectively achieve its energy efficiency goals.

 
General questions: Contact Veronica Marzilli
Registration questions: Contact Maggie Bagan

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Register for EFX19 | Coeur d'Alene, Idaho | May 14-15, 2019

Register Now >
Exhibitor and Contractor/Consultant slots are – SOLD OUT. 
Contact Maggie Bagan to be added to wait list.

Efficiency Exchange is the premier networking and learning conference for energy efficiency professionals from across the Northwest. Attendees from public and private utilities, consulting and research firms, government and non-profit organizations will come together to learn and connect to help the region more effectively achieve its energy savings goals.  

 
Our 2019 keynotes
 

May 14

May 14

May 15

Elliot Mainzer
Administrator
Bonneville Power
Administration

Heather Rosentrater
Vice President of
Energy Delivery
Avista Corp.

Leroy Chiao
Astronaut,
Performance Specialist,
Innovation/Technology
Futurist

2019 Program


 

  • Registration and Breakfast Buffet

    7:30 am - 9:00 am

    Lobby
  • General Session: Welcome and Keynote Address

    9:00 am - 10:30 am

    Bays 4-5-6
    Presenters:
    Tom Lienhard, Avista
    Elliot Mainzer, BPA
    Heather Rosentrater, Avista
    Susan Stratton, NEEA

  • Networking Break

    10:30 am - 11:00 am

    Bays 1-2-3
  • BREAKOUT SESSION 1

    11:00 am - 12:15 pm

  • Tuning Your Marketing and Communications for Meaningful Engagement
    Bay 4
    Presenters:
    Marisa Hobbs, Cadmus
    Andrés Rodríguez, C+C


    Moderators:
    Susan Gillin, Chelan County Public Utility District

    Whether your challenge is to identify an audience likely to participate in your program or determine how to engage them, understanding audience perspectives, context and preferences is critical to creating effective marketing strategy and communications. This session explores tactics to create strategies and tactics that drive program participation based on audience insights. It also introduces the value of transcreation to reach multicultural audiences, a key step for increasing diversity and inclusion. In this session you’ll learn why marketing communications should start from understanding the audience, approaches for gathering customer insights, tactics for applying customer insights to narrow your focus on the most susceptible audience segment, the importance of taking an outside-in approach when designing a multicultural outreach approach, and understanding the role of culture and context. Strategy/Policy; Residential, Commercial
  • Putting Buildings on a Low-Carb Diet: How can Whole Building Programs meet Decarbonization Goals at Scale?
    Bay 5
    Presenters:
    Jessica Iplikci, Energy Trust of Oregon
    Jennifer Light, Northwest Power and Conservation Council
    Colm Otten, Seattle City Light
    Jessica Raker, Puget Sound Energy
    Deborah Reynolds, Washington Utilities and Transportation Commission
    Blake Shelide, Oregon Department of Energy


    Moderators:
    Faith Debolt, SBW Consulting
    Poppy Storm, 2050 Institute

    Whole building programs have the potential to deliver deep energy and carbon reductions, but can they be taken to scale in a way that benefits both utilities and society? This panel will explore how whole building programs fit in with larger carbon policy trends at the state and local level and how they can evolve to meet decarbonization goals. Panelists will provide an overview of the changing policy and regulatory context, alternative financing strategies, and opportunities and barriers for complementary programs such as pay-for-performance, energy efficiency as a service, and outcome-based performance standards. Time travelers from the year 2050 will then lead a discussion with panelists and the audience to explore how we accelerated large-scale penetration of whole building programs by 2030. Strategy/Policy; Commercial

  • Springing Forward with the Latest on Smart Thermostats: Collaborated Research on Their NW Energy Savings Potential
    Shore
    Moderators:
    Jim Perich-Anderson, Puget Sound Energy

    Like a meadow in spring, the Northwest’s Smart Thermostat (Smart Tstats) field is beginning to blossom and bear fruit. Research work is multifaceted and fast-moving; introducing Smart Tstats in single-family residences and communicating Line Voltage Control Thermostats in the multifamily sector. Research has focused on energy-use reduction, communication capabilities, delivery methods, and acceptance by installers, property managers and residents. While each research project is unique, our panelists cross-pollinated their findings to support informed decisions on the future of Smart TStats in the region. Panelists will highlight activities under way to assess technical, economic, market, and potential of—and barriers to—these devices. We’ll also cover the benefits and challenges of working together in this fertile and unharvested field. Strategy/Policy; Residential
  • All About Ag
    Casco/ Kidd/ N. Cape
    Presenters:
    Tom Osborn, BPA
    Troy Peters, Washington State University
    Paul Warila, Cascade Energy


    Moderators:
    Quentin Nesbitt , Idaho Power

    Utilities with agricultural customers should come to learn about opportunities and strategies to engage those customers to implement energy efficiency and demand response. This session explores the agricultural sector at large, including irrigation, dairy farms, and more. Panelists will discuss existing energy efficiency measures and barriers/opportunities to getting them installed as well as what's next in the "field" of emerging technologies. This session will also explore the potential for demand response with farmers. Nuts & Bolts; Agricultural
  • Lunch Buffet

    12:15 pm - 1:30 pm

    Bays 4-5-6
  • BREAKOUT SESSION 2

    1:30 pm - 2:45 pm

  • Wait, How is This Defined? Three Approaches to Defining & Measuring Equity
    Bay 4
    Presenters:
    TBD

    Energy Trust, Seattle City Light, and the California Energy Commission each recently launched equity initiatives with specific definitions and metrics around equity in energy efficiency programs. This session explores the similarities and differences, the barriers and opportunities – and encourages participants to define equity what equity means to them, and their organizations. Strategy/Policy; Non-sector Specific
  • The Mighty Morphin Power Rangers: Utilities Team Up to Stamp Out Inefficiency in Municipal Water Systems
    Bay 5
    Presenters:
    TBD

    This session will feature the experiences and lessons learned from a unique strategic energy management (SEM) collaboration between BPA, Pacific Power, Idaho Power, and Idaho Falls Power. These utilities joined forces to offer SEM to municipal wastewater facilities in eastern Idaho, overcoming the cost-effectiveness barrier that makes SEM delivery in rural areas a challenge. Nuts & Bolts; Commercial, Industrial 
  • The Road Ahead: A Look Into Utility Electric Vehicle Strategies
    Shore
    Presenters:
    Rob Currier, Emerald PUD
    Paul Dockery, Clatskanie PUD
    Adam Hanks, City of Ashland


    Moderators:
    John Morris, D+R International

    As utilities begin to look at developing a strategy for electric vehicles (EVs), this session will review what current utilities strategies are or what they are looking to implement in the future. The panelists will discuss the following: funding efforts and investment justification, promoting adoption through incentives and codes ("carrot & the stick"), and rate design for EV promotion. Nuts & Bolts; Residential, Commercial
  • Energy Efficiency: New Tools, New Techniques
    Casco/ Kidd/ N. Cape
    Presenters:
    Sean Barnes, Ravalli County Electric Co-op
    Nick Dominguez, Lassen Municipal Utility District


    Moderators:
    Jim Maunder, Ravalli County Electric Cooperative

    Are you or your utility looking for that next new cool tool or technique to help your energy efficiency program shine? During this session, you'll get firsthand information on a new energy monitoring system for residential use. Nick Dominguez, IT manager at Lassen Municipal Utility District, CA and Shaun Barnes, IT specialist at Ravalli Electric Co-op, Corvallis, MT, will present their experiences and data they've collected using the new Sense home monitoring system. Both Nick and Shaun installed a Sense monitor in their own homes. Learn what they discovered about the amount of electricity their homes, individual appliances and home electronics use. Nuts & Bolts; Residential
  • Networking Break

    2:45 pm - 3:15 pm

    Bays 1-2-3
  • BREAKOUT SESSION 3

    3:15 pm - 4:30 pm

  • Seeking the Measure List Unicorn – Myth or Reality?
    Bay 4
    Presenters:
    Steven Schiller, Lawrence Berkeley National Laboratory


    Moderators:
    Lauren Gage, Apex Analytics

    Lots of us complain about the Regional Technical Forum (RTF), so how about we search for the Measure List Unicorn by learning about how it’s done elsewhere in the country? Almost every state has a way to develop and update measure lists. This session will provide national perspective on key aspects of measure lists [aka Technical Reference Manual (TRM)], such as: how are their measures developed, updated approved? What are the strengths and challenges they face? The audience will be able to search for the unicorn by asking tough questions to find out what’s really going on with those TRMs and whether the Northwest could find areas to improve its process. Nuts & Bolts; Non-sector Specific
  • Emerging Technologies Lightning Round
    Bay 5
    Presenters:
    Christopher Dymond, NEEA
    Jay Stein, E Source
    Keshmira McVey, BPA


    Moderators:
    Jay Stein, E Source

    Audience members will learn about some exciting new technologies that utilities may want to consider including in their programs. We'll wrap the session up with a look at macro trends across emerging technologies that utilities should have on their radars. Strategy/Policy; Residential, Commercial
  • Time Value of Energy Efficiency
    Shore
    Moderators:
    Rachel Clark, Tacoma Power

    As demand (capacity) becomes critical in the northwest, energy efficiency needs to be positioned as a solution to transmission, distribution and generation constraints through demand response, locational investment, etc. This session will discuss how capacity impacts the value of energy efficiency measures in the region and present examples of how the time value of energy efficiency is taken into account by planners. Strategy/Policy; Non-sector Specific
  • Nailed it/Failed it: Turning Energy Benchmarking into Action
    Casco/ Kidd/ N. Cape
    Presenters:
    Alex Novie, Energy Trust of Oregon


    Moderators:
    Amanda Showers, NEEA

    Cities throughout the region conduct commercial building energy-benchmarking programs. These are great for getting an energy-use baseline, but are only a starting point. Participants will leave this session with an understanding of what energy benchmarking is and why it's important to them, how cities and utilities are using the data to promote energy efficiency, successes (nailed it) and challenges (failed it) while designing and implementing energy-benchmarking programs. You’ll learn how utilities serving cities without programs can advocate for these programs, and how to use data from other cities to advance your own programs. This engaging session shows how you can use publicly available information to drive efficiency in commercial programs. Nuts & Bolts; Commercial
  • Reception

    5:30 pm - 8:00 pm

    Hagadone Center

    Please join us for this complimentary evening reception on May 14 from 5:30-8 p.m. at the Hagadone Event Center, 900 S Floating Green Dr. in Coeur d'Alene.

    You'll enjoy delicious appetizers, a no-host bar and the opportunity to mingle with your colleagues with a stunning view of Lake Coeur d'Alene and the famous Floating Green, the world's first and only floating, movable golf green.

    The reception would not be possible without our sponsor, D+R International.


    Getting there

    Complimentary cruise boats will leave the resort docks to take guests to the Hagadone Event Center at 5:15 and 5:30 p.m., with return trips at 7:45 and 8 p.m. For those who are unable to make the scenic cruise, van shuttles will be available beginning at 6 p.m. at the resort entrance, will the last shuttle leaving the Hagadone Center at 7:15 p.m.

  • Roundtables and breakfast Buffet

    7:30 am - 9:00 am

    Bays 4-5-6
  • General Session and Keynote

    9:00 am - 10:30 am

    Bays 3-4-5
    Presenters:
    Kim Thompson, BPA

  • Networking Break

    10:30 am - 11:00 am

    Bays 1-2-3
  • BREAKOUT SESSION 4

    11:00 am - 12:15 pm

  • What Does "Cost Effective" Really Mean Anyway?
    Bay 4
    Presenters:
    TBD

    Cost-effectiveness is a core tenant of efficiency efforts, but approaches vary by jurisdiction and results can look wildly different depending on the assumptions used. If we can minimize strict “yes or no” decision-making based on one-size-fits-all calculations, it can help remove barriers to delivering equitable energy-efficiency benefits. In this session we will dig in to the intention, application, unintended consequences and opportunities associated with cost-effectiveness frameworks in the region. Attendees should come away with a greater understanding of current thinking on cost-effectiveness frameworks and be encouraged that there are opportunities to shift the paradigm so that we as an industry do not leave societally valuable efficiency opportunities on the table. Strategy/Policy; Non-sector Specific
  • Multifamily Shark Tank: Innovative Multifamily EE Programs
    Bay 5
    Presenters:
    Tom Lienhard, Avista
    Alex Novie, Energy Trust of Oregon
    McGregor Snow, Puget Sound Energy
    Kate Wellington, Energy Trust of Oregon

    Multifamily housing is well known to be a difficult target for energy efficiency programs. A 2018 study conducted by the regions’ utilities to investigate potential underserved energy efficiency markets in the Northwest reconfirmed this hypothesis. A reason for this is that renters and low-income households make up a significant portion of multifamily housing and thus suffer from the “split incentive” problem where the person paying the energy bill (the renter) is not the one needing to pay for any improvements (the building owner). What can be done to better reach residents who live in multifamily housing? This session will explore success stories (and lessons learned) from regional utilities in reaching these constituents. Nuts & Bolts; Residential
  • Small but Mighty: Uncovering and Leveraging the Unique Strengths of Small and Rural Utilities
    Shore
    Presenters:
    Spencer Egbert, Wells Rural Electric Company
    Jim Maunder, Ravalli County Electric Cooperative
    Carrie Nelson, BPA


    Moderators:
    Megan Stratman, Northwest Requirements Utilities

    Small utilities in the Northwest face unique circumstances, and being a Small, Rural, Residential (SRR) utility can often be seen as a barrier or obstacle to success. But what if we flipped this idea on its head?! Instead of barriers, this session will focus on identifying the characteristics of being small or rural utility that offer opportunities and benefits to running successful energy efficiency programs. Panelists will share the beneficial qualities of being a small utility and how they turned these opportunities into success. We’ll also explore new opportunities small utilities can leverage to make their energy efficiency programs even greater. Nuts & Bolts; Residential, Commercial, Industrial, Agricultural
  • Demand Response Potential: Why it Matters to You
    Casco/ Kidd/ N. Cape
    Presenters:
    Lakin Garth, Cadmus
    Frank Brown, BPA
    Tina Jayaweera, Northwest Power and Conservation Council

    The session explores recent studies to quantify demand response potential among Northwest utilities and discusses how they have used and can use this information to inform DSM program decisions. Studies include BPA’s 2018 Demand Response (DR) Potential Study, which quantified achievable DR and the associated costs in areas served with BPA firm power and energy. This study answer questions such as "How much does agricultural DR cost?" and "How much air conditioning DR is available?" Both the original study and a follow-on analysis focused on bundling programs and segmenting certain types of industrial and agricultural DR can be useful resources for utilities in their resource planning and DR program considerations. Utility panelists will discuss efforts to assess demand response potential, reasons for doing so and possible future plans and implications of their research. A Northwest Power and Conservation Council panelist will discuss implications from the regional planning perspective. Strategy/Policy; Non-sector Specific
  • Lunch Buffet

    12:15 pm - 1:30 pm

    Bays 4-5-6
  • BREAKOUT SESSION 5

    1:30 pm - 2:45 pm

  • Does Data Support Different Baselines for Diverse Population Groups?
    Bay 4
    Presenters:
    TBD

    As we expand the available data on market shares and stock data tied to geographic and demographic awareness, combined with improved analytical techniques within the EE community, can we make the case for different baselines and savings for well targeted program action? What do we know now? What do we need to know? In what circumstances is this worth the extra effort? During this session we will contextualize the need for more granular savings estimates, present some of the research and analysis Energy Trust has done so far and facilitate a group discussion on further opportunities in the region to more accurately quantify savings when a program targets underserved markets. Strategy/Policy; Non-sector Specific
  • Demanding More: Grid-Interactive Water Heaters
    Bay 5
    Moderators:
    Amy Wheeless, NW Energy Coalition

    A new study shows that grid-interactive water heaters can cut electricity demand during peak periods while providing customers with hot water when they need it. Enough grid-integrated water heaters may obviate the need for new power plants and infrastructure. But how many will it take? What are the barriers? And how can we overcome them? These questions will be explored by expert panelists who developed and managed the study, which was led by Bonneville Power Administration, Portland General Electric, and seven other utilities, with assistance from Pacific Northwest National Labs. They’ll describe the technology and possible rollout strategies. And they’ll take your questions. Strategy/Policy; Residential
  • Failure to Launch: A Critical Look at Advanced Lighting Controls (ALCs)
    Casco/ Kidd/ N. Cape
    Presenters:
    John Wilson, Lighting Design Lab
    Armando Berdiel, Seattle City Light
    Sheri Miller, Snohomish County PUD

    Quality lighting with integrated controls is an investment that utilities can hang their hat on. Why then, after more than a decade of implementing effective lighting programs are we struggling to find traction with this new technology? This dynamic session will help demystify modern ALCs and debunk thinking that these systems are too complicated and expensive. Panelists will identify the three most critical components for any ALC project and will make recommendations for how these elements can be pragmatically incorporated into programs leveraging existing customer relationships to increase user side demand. A live system programing demo on a Luminaire Level Lighting Control (LLLC) product will let participants see first-hand how user-friendly and powerful the latest generation of ALCs are. Nuts & Bolts; Commercial, Industrial, Agricultural
  • CONFERENCE ENDS

    2:45 pm - 2:45 pm

 Download a PDF of the Draft Agenda 


Registration

Registration

 Registration for EFX19 is now open.

Register Now >
We ask that consultants working on behalf of utilities and
non-profit consultancy firms please register as contractor/consultants.

Utility Staff, Government & Non-Profits, Feb. 19 - April 10, 2019 – $245

Utility Staff, Government & Non-Profits,
 April 11 - May 10, 2019 – $295

Contractor/Consultant – SOLD OUT.  Contact Maggie Bagan to be added to wait list. Contact Carol Lindstrom if you are a Contractor/Consultant who is moderator or panelist who has not yet registered.

Exhibitor – SOLD OUT.  Contact Maggie Bagan to be added to wait list.

Registration Questions?
Maggie Bagan has answers.

General Questions?
Contact Veronica Marzilli

Hotel and Event Venue

Efficiency Exchange will be held at the Coeur D'Alene Resort on May 14-15, 2019. We have reserved a discounted room block at the Resort. Make your reservation soon; special pricing ends April 12.

Coeur d'Alene Resort

115 S. 2nd Street
Coeur d'Alene, Idaho 83814

RESERVATIONS 
Reserve your room online:
Lake Tower or Park Tower online reservations.
Government Per-Diem online reservations. Government Employee ID required at check in.

Call:
(855) 280-4398  
Mention EFX19 for Lake Tower or Park Tower rooms, or PERDIEMEFX19 for
government per-diem rooms.


ACCOMMODATIONS
Please specify your room type and provide the code EFX19 when you book your room to ensure discounted pricing.*

Lake Tower, $179
These luxurious rooms are located in the 18-story lake tower. Rooms are oversized, with distinct living, separate sleeping and dressing areas, with a refreshment center refrigerator in each room. King and two double bed accommodations are available, offering city-mountain or lake views.

Park Tower, $159
These rooms are tastefully appointed and more traditional in size. King and two double bed accommodations are available, offering marina, park and city or non views.

Government Per Diem, $94
Newly renovated accommodations located in the original section of the resort with limited views. Government Employee ID required at check in.

*Please note that views and bed types are not guaranteed, if booked within a discounted group block, and are assigned at check-in. However, we will do our best to accommodate any special requests.



Efficiency Exchange 2019 will be in Coeur d'Alene, Idaho on May 15-16, 2018 at the Coeur D'Alene Resort. The Resort is located at 115 S. 2nd Street Coeur d'Alene, Idaho 83814.

Transportation Options
From Spokane International Airport
A roundtrip shuttle is available from the airport to the Coeur d'Alene Resort at the Efficiency Exchange discounted rate of $59 per person. Please reserve your shuttle when you book your hotel reservation. Spokane International Airport Shuttle Pickup Information

Rental cars are available at the airport from multiple vendors.

Traveling by Car
The Coeur d'Alene Resort is easy to reach by automobile via Interstate 90 (Exit 11) or Highway 95 (Northwest Blvd). From the exit, follow the directions to downtown and watch for the Resort on your right.
Google Map Link
Mapquest Map Link

Parking
Self or valet parking at the resort is available for $10 per night for overnight guests. Parking for day-use guests is $5 per day.

Electric Vehicle Charging Stations are located on the second floor of the resort parking garage.<

Golf Package
Conference attendees staying at the Coeur d'Alene Resort will receive a group golf rate of $120 (tax and surcharge included). This special rate includes water taxi to the course, 18 holes of golf, golf cart, unlimited floating practice balls, personalized bag tag, forecaddie and complimentary warm-up sports massage.

To take advantage of this special offer, reserve your start time directly with the Golf Course by calling (208) 667-GOLF and mention Efficiency Exchange.

EFX19 Mobile App

Get the Efficiency Exchange official app now to get the most from your conference experience!
Stay organized and get connected
  • Up-to-the-minute speaker, event and exhibitor information
  • Find and connect to other attendees
  • Build a personalized schedule
  • Take notes and view or download presentations
  • Receive real-time alerts
  • Venue Map
  • Evaluate the conference and sessions
To download the app:

iOS & Android:
1. If the EFX app is already installed, download updates from your device's app store
2. New users, search your app store for Efficiency Exchange
3. Select Efficiency Exchange 2019 from the Upcoming Show list
4. Username: your email. Password: efx19 (case sensitive)

For all other web-enabled devices:
Go to the device's mobile browser and enter: m.core-apps.com/neea_exchange2019

Thanks to our app sponsor, CLEAResult.

Questions? Contact Carol Lindstrom.

Pre-conference Social and Meetings (May 13)

Get Social! Special Event at the Taphouse Unchained
5-7 pm, May 13, 2019
Please note –
this event is exclusively for utility, government, and non-profit staff.
If you are in Coeur d'Alene the night before EFX, please join us at the pre-conference social at the Taphouse Unchained. Join your peers for a casual gathering at this uniquely situated cycling-themed bar, located near the famous Centennial Bike Trail in downtown Coeur d'Alene. 

Location: Taphouse Unchained - 210 Sherman Ave, Coeur d'Alene, ID 83814, in the Resort Plaza Shops next to the Coeur d'Alene Resort.

Market Transformation 101: An Introduction to Moving Markets
2:30-4:30 pm, May 13, 2019
Market transformation is more than a buzz word. It’s a strategic process of intervening in a market to create lasting change.  Over the course of his career in energy efficiency, NEEA’s Chief Transformation Officer Jeff Harris has been involved in emerging technologies, research and evaluation, integrated resource planning, as well as codes and standards. In this session, Jeff distills over 30 years of market transformation experience into a lively and entertaining presentation covering everything you need to know to design, implement, and measure a successful market transformation program. No cost to attend; just RSVP for this class to Veronica Marzilli.








HVAC Best Practices for Utility Representatives
1:30-4:30 pm, May 13, 2019
This session will focus on what every utility representative needs to know in order to assist their customers on HVAC opportunities. We will cover best practices when reviewing HVAC systems and offer tools and tips to facilitate the process. Join us for a dive into HVAC and how to better engage your customers! No charge to attend - Register here

Regional Technical Forum Small/Rural Subcommittee
1-2:30 pm, May 13, 2019
In person meeting of the RTF's Small/Rural Subcommittee. This will be an opportunity to review the applicability of recent measure updates to SRR utilities and discuss potential measures of interest. For more information and to RSVP, please contact Jennifer Light.

Reception (May 14)

Reception

Please join us for this complimentary evening reception on May 14 from 5:30-8 p.m. at the Hagadone Event Center, 900 S Floating Green Dr. in Coeur d'Alene.

You'll enjoy delicious appetizers, a no-host bar and the opportunity to mingle with your colleagues with a stunning view of Lake Coeur d'Alene and the famous Floating Green, the world's first and only floating, movable golf green.

The reception would not be possible without our sponsor, D+R International.


Getting there

Complimentary cruise boats will leave the resort docks to take guests to the Hagadone Event Center at 5:15 and 5:30 p.m., with return trips at 7:45 and 8 p.m. For those who are unable to make the scenic cruise, van shuttles will be available beginning at 6 p.m. at the resort entrance, with the last shuttle leaving the Hagadone Center at 7:15 p.m.

 
Questions? Contact Maggie Bagan.

Previous Conferences

2018 Conference
May 15-16, 2018 | Tacoma, Washington

View all EFX18 Presentations and Videos on Conduit

View EFX18 Photo Gallery

 View EFX18 Presentation Videos on Vimeo

2017 Conference
May 9-10, 2017 | Portland, Oregon

View all EFX17 Presentations and Videos on Conduit

View EFX17 Presentation Videos on Vimeo

 

2016 Conference
April 26-28, 2016 | Coeur d'Alene, Idaho

View All EFX16 Presentations and Videos on Conduit

View EFX16 Photo Gallery

 

2015 Conference

April 21-22, 2015 | Portland, Oregon

Search Conduit for EFX15 Presentations and Videos

View EFX15 Photo Gallery

 

2014 Conference

May 6-8, 2014 | Kennewick, Washington

Search Conduit for EFX14 Presentations and Videos

View EFX14 Photo Gallery

 

2017 Program

 

 

 

Workshops on Day 2 (May 16)

Day 2 Workshops: 2:45-4 pm on May 16
Now FREE for for all Regional Energy Efficiency Professionals

Pre Registration for Workshops is closed but you can still sign up at the registration desk!!!

Get outside the usual conference session format and learn with us in an interactive workshop format, where you can connect with your counterparts at other utilities and get practical insights and ideas to take home with you. And now, you don't have to be registered for Efficiency Exchange in order to attend the workshops!

Workshop registration is closed, but registered conference attendees can stop by the Registration Desk to sign up during the conference.

MARKETING WORKSHOP: IDENTIFYING AND CONNECTING WITH UNDERREPRESENTED AUDIENCES

In today’s increasingly fractured marketing world, the need to reach your audience at the right time, in the right place and with right message is fundamental to effective marketing efforts. But how do you know whom to target and with what message? And what mediums resonate the most with different audiences? In this workshop, participants will learn trends and best practices in digital marketing, and how and when to utilize it. Also, how to use research and data analytics to glean audience insights from which to build targeted marketing plans. Marketing professionals from regional utilities, energy efficiency organization and NEEA will share their experiences and lessons learned in identifying and connecting with underrepresented audiences – and provide actionable takeaways to address real-world marketing problems.

 

REALIZING THE VALUE IN EVALUATION

Ask not what evaluation is doing TO your programs; ask what evaluation can do FOR your programs. Gone are the days when hundreds of pages worth of evaluation reports sit unread on forgotten server locations! Rapid feedback, infographics, and continuous performance monitoring are here and now! In addition, there are plenty of opportunities to combine forces with similar functions to save time, frustration, and effort for everyone – all while maximizing the usefulness of results. This workshop will examine recent experiences of energy efficiency evaluation efforts that strive toward maximizing the value for program design and implementation by leveraging innovative data collection techniques, advanced data analytics, and user-friendly graphical presentations.

 

GET SMART ABOUT CONNECTED WORKSHOP

Utilities and customers are using more and more game changing equipment that is electronic, controllable, and changing constantly. Not all of us can be electrical engineers and IT experts, but we need to be able to understand choices and implications of these changes. During this round-robin session you’ll meet the experts who can make the complex understandable. Multiple topic tables will be set up and you can rotate to the topics most useful to you. When possible, demos and hands on opportunities will be available. They’ll describe the topic area, and then answer your questions and facilitate conversations. Topics will likely include things such as communication methods and protocols (WiFi, radio signal, AMI networks, Autogrid), smart connected devices and controls (thermostats, water heaters, luminaire level lighting control), demand response control technologies, metering methods (whole building, end uses, devices), and utility strategy choices relating to these issues.

 

HOT WATER FORUM-411: The Latest and Greatest Hot Water Updates from the Front Lines

Join 2018 Hot Water Forum presenters and attendees to discuss everything from Demand Response to innovative water heating technologies (electric and gas).

Questions on workshops? See Carol Lindstrom.

 

 

 

2018 Program

 

  • Registration and Breakfast Buffet

    7:30 am - 9:00 am

    Lobby
  • Welcome and Opening Comments

    9:00 am - 9:30 am

    Ballrooms A-B-C
    Presenters:
    Chris Robinson, Tacoma Power
    Susan Stratton, NEEA
    Kim Thompson, BPA

  • Keynote Address: Energy Efficiency in the Utility of the Future

    9:30 am - 10:30 am

    Ballrooms A-B-C
  • Networking Break

    10:30 am - 11:00 am

    Lobby
  • BREAKOUT SESSIONS 1

    11:00 am - 12:15 pm

  • The Key to Success: Low-Income Residential Programs That Really Work
    315-316
    Presenters:
    Allison Spector, Cascade Natural Gas
    Kathy Grey, Eugene Water & Electric Board
    Jess Kincaid, BPA
    Lis Saunders, Tacoma Power
    Todd Blackman, Franklin PUD


    Moderators:
    Carrie Nelson, BPA

    There is plenty of opportunity for efficiency improvements in low-income and working-poor housing markets. During this peer-to-peer session, you’ll hear how utilities have created successful low-income programs using their energy-efficiency budgets to fund upgrades. Key program design and implementation strategies will be covered. Nuts & Bolts; Residential
  • I Scream. You Scream. We all Scream for Midstream!
    317
    Presenters:
    Jeff Mitchell, NEEA
    Sheri Miller, Snohomish County PUD
    Ryan Crews, Energy Trust of Oregon


    Moderators:
    Jennifer Light, Northwest Power and Conservation Council

    Over the last several years, efficiency programs are shifting towards more midstream approaches—focusing incentive dollars on retailers or distributors rather than the end-use customers—as a means to capture greater savings. These approaches look beyond traditional midstream measure sets, such as residential lighting, to include other markets like water heating. In this session, we will explore what it means to move midstream with programs. Through case studies we will explore the benefits and challenges of a midstream approach, identify the characteristics that make a market ripe for this approach, and expose the potential risks of moving in this direction. Strategy/Policy; Residential, Commercial, Industrial, Agriculture
  • Green Load Building: The Role of Electrification in Local and Regional Decarbonization Strategies
    318
    Presenters:
    Jeff Allen, Forth
    Brendan O’Donnell, Seattle City Light
    Juan Serpa Muñoz , Eugene Water & Electric Board


    Moderators:
    Joel Swisher, Western Washington University

    Electrification is a key CO2 mitigation strategy, but some proponents of utility-funded energy efficiency still assume that all efficiency means utility load reduction, overlooking the energy efficiency and environmental advantages of electrification. We will examine the future effects on energy efficiency, emissions, utility costs and rates, and grid flexibility of electrification of vehicles and building end-uses, and its potential role in decarbonizing the energy system as electricity generation becomes cleaner. Strategy/Policy; Non-sector Specific
  • EE102: Basics of Energy Efficiency in the Pacific Northwest
    Ballroom D
    Presenters:
    Shelly Carlton, Energy Trust of Oregon
    Mark Rehley, NEEA
    Michael Li, Department of Energy
    John Morris, D+R International
    Jeff Harris, NEEA
    Chad Gilless, Stillwater Energy
    Kerry Meade, Northwest Energy Efficiency Council
    Kevin Smit, Northwest Power and Conservation Council
    John Walkowiak, Tacoma Power
    Tom Lienhard, Avista


    Moderators:
    Dulane Moran, NEEA

    Attendees new to energy efficiency or anyone looking for an overview of the constellation of organizations involved in delivering energy efficiency throughout the region. This session will cover some elements from last year’s EE 101 session, but will include new topics as well including the basics of strategic energy management, emerging technology and more. Attendees will benefit from an overarching review of the connections between efficiency organizations, what each is responsible for and how they might affect your work. Roundtables hosted by all of the major organizations allow for direct connection, conversation, networking, and Q&A. Nuts & Bolts; Non-sector Specific
  • Lunch Buffet

    12:15 pm - 1:30 pm

    Lobby
  • BREAKOUT SESSION 2

    1:30 pm - 2:45 pm

  • Achieving Efficiency, Cost-Effectively, at Small Utilities
    315-316
    Presenters:
    Teresa Hummer, Mason PUD No. 1
    Ryan Davies, Central Electric Cooperative
    Tony Koch, BPA
    Rod Siring, Vigilante Electric Cooperative


    Moderators:
    Amy Wheeless, NW Energy Coalition
    Dan Villalobos, BPA

    Small utilities are often limited by capacity and may also serve rural populations—which can make designing and implementing traditional energy efficiency programs more difficult and costly. Participants in this session will share successes they have had in achieving cost-effective efficiency to help customers and the overall system. Session topics will be participant-driven, but could include discussing distribution system improvements, batch lighting projects, and collaboration with other utilities to implement residential efficiency programs. Nuts & Bolts; Residential, Commercial, Industrial, Agriculture
  • Indoor Agriculture 2018 Breakout Year: Why the Northwest is Leading the Country on Energy and Cannabis
    317
    Presenters:
    Katie Wallace, Energy Trust of Oregon
    Laura Polk, Green Choice Farms
    John Morris, D+R International


    Moderators:
    John Wilson, Lighting Design Lab

    This session will formally introduce the Resource Innovation Institute to the Northwest. We will cover the Cannabis Power Score, share data that has been collected on buildings that are used to grow cannabis, provide a utility perspective and share the grower perspective on why energy efficiency is so important to this grower class. Nuts & Bolts, Agriculture
  • Mistaken for Strangers: Planning and Program Innovations For Reducing Peak Demand with Energy Efficiency
    318
    Presenters:
    Lakin Garth, Cadmus
    Angela Long, Pacific Power
    Alex Reedin, Portland General Electric
    Danielle Walker, BPA


    Moderators:
    Andy Eiden, Energy Trust of Oregon

    As noted in the Northwest Power and Conservation Council’s Seventh Power Plan, the Pacific Northwest can rely almost entirely on energy efficiency to meet the region-wide need for additional capacity. While the region has a long, storied history of acquiring cost-effective resources for energy efficiency, more recent efforts have focused on the ability of energy efficiency to meet these capacity needs. This session will highlight regional planning and program efforts to develop a deeper understanding of the capacity contributions of energy efficiency from multiple perspectives, including:
    • For a region-wide vs. a single utility’s perspective
    • Re-orienting the goals of a Conservation Potential Assessment to address transmission and distribution
    • Bridging the gap between planning baselines and implementation needs
    Strategy/Policy; Non-sector Specific
  • Time to Get Attached: Enhancing Window Performance with Energy-Efficient Attachments
    Ballroom D
    Presenters:
    Katie Cort, Pacific Northwest National Laboratory
    Rob Curry, NEEA
    Natalie Fish, NEEA


    Moderators:
    Emily Phan-Gruber, Attachments Energy Rating Council

    Efficiency programs have long sought a cost-effective measure for the most visible hole in the building envelope: windows. Windows make up about 30% of a home’s heating and cooling energy. Participants in this session will learn about an emerging efficiency measure that is currently installed in most homes in the United States. Window attachments—including blinds, shades, shutters and storm windows—offer a cost-effective alternative to window replacement and can enhance the energy performance of any window. Session participants will learn about Pacific Northwest National Laboratory’s research on energy savings from multiple window attachment products, compelling insights from NEEA’s customer perceptions research on storm windows, results from secondary-glazing projects in commercial buildings, how window attachments are an energy-efficient solution for low-income housing, and results from storm window retail pilots in Wisconsin and Vermont. The Attachments Energy Rating Council will also cover its recently launched window attachment rating and certification program, providing details on how utilities can use the ratings for incentive programs. Nuts & Bolts; Residential, Commercial
  • Networking Break

    2:45 pm - 3:15 pm

    Lobby
  • BREAKOUT SESSION 3

    3:15 pm - 4:30 pm

  • Are There Hard to Reach Markets? Diving into the Equity Issue in Northwest Energy Efficiency Programs
    315-316
    Presenters:
    Phillip Kelsven, BPA
    Cory Read, Idaho Power
    Rachel Clark, Tacoma Power
    Kiley Faherty, Puget Sound Energy
    Laura McCrae, Snohomish County PUD


    Moderators:
    Kevin Smit, Northwest Power and Conservation Council
    Marti Frank, Efficiency for Everyone

    The Northwest has had great success in setting, and meeting, energy-efficiency goals over the last two decades. As the region works to acquire the cost-effective savings identified in the Seventh Power Plan, we need to ask ourselves if we are achieving these goals evenly and equitably. And if not, what should we do about it? The Seventh Plan calls out possible underserved segments—those segments of people (e.g., middle income) or building types (e.g., manufactured homes)—with savings potential that may be going unrealized by our current programs. One of the plan’s action items directs the region to use data to identify and address underserved population segments. In 2016, the Northwest Power and Conservation Council staff initiated a working group of regional utilities to begin this work. Several utilities, including BPA, have developed a systematic approach and conducted analyses on their own program and population data. Utilities have assessed how their portfolios and individual measures are distributed in their territories by household income, housing type, language, geography and other demographic characteristics. This session will introduce this group's findings, documenting where there are, and are not, participation gaps in the region’s efficiency programs. Strategy/Policy; Residential, Commercial
  • Breathing Creativity and Innovation into Utility Energy Efficiency Programs
    318
    Presenters:
    Jessica Iplikci, Energy Trust of Oregon
    Kevin Watier, Snohomish County PUD
    David Bopp, Flathead Electric


    Moderators:
    Jennifer Finnigan, Seattle City Light

    Traditional utility culture has a “fixed mindset” that frequently values tried-and-true, risk-averse approaches that do not always invite easy conversations about unexpected outcomes. However, the energy efficiency industry and customer expectations are changing quickly. “Growth mindset” embraces challenges, persists in the face of setbacks, learns from mistakes, and finds lessons and inspiration in the success of others. It is being embraced from Silicon Valley boardrooms to elementary schools. Utility representatives will discuss program designs that didn’t go as planned, what they learned, and how the programs were adapted. The panel will explore both fixed and growth mindsets, and the ties between continuous improvement, experimentation, innovation and creativity. Nuts & Bolts; Residential, Commercial, Industrial, Agriculture
  • Tips from the Field: Installer Insights
    Ballroom D
    Presenters:
    Francois LeBrasseur, A. O. Smith
    Mike Kirk, Fast Water Heater


    Moderators:
    Geoff Wickes, NEEA

    Get the real scoop on contractors and manufacturers. What is the most effective way to provide incentive? What goes into their decision to participate or not participate in a program? What drives their business, and how can utilities help them succeed? This session provides a real opportunity for utilities to get the tools they need to drive program participation and forge valuable trade ally relationships. Nuts & Bolts; Residential, Commercial
  • Reception

    5:30 pm - 8:00 pm

    LeMay Car Museum

    Please join us for this complimentary evening reception on May 15 from 5:30-8 p.m. at the LeMay Car Museum, 2702 East D St. in Tacoma.

    You'll enjoy delicious appetizers, a no-host bar and the opportunity to mingle with your colleagues amidst one of America’s finest collections of classic cars. The reception would not be possible without our sponsor, D+R International.

    Getting there

    A complimentary shuttle will run from the convention center to the museum at 5:15 and 5:30, and Lyft and Uber are also both available.

    For those of you who prefer to drive, parking is available onsite at $5 per car. Find interactive directions here.

  • Roundtables and Breakfast Buffet

    7:30 am - 8:45 am

    Lobby
  • General Session With Featured Speaker Steve Brown

    8:45 am - 10:00 am

    Ballroom A-B-C
    Presenters:
    Steve Brown, The Bald Futurist

  • Networking Break

    10:00 am - 10:30 am

    Lobby
  • BREAKOUT SESSION 4

    10:30 am - 11:45 am

  • Seize the Data! Knowing How to Develop a Simple Dashboard Can Transform How You Do Business
    315-316
    Presenters:
    Josh Pelham, NEEA
    Harvey Mathews, NEEA
    Holly Lucht, Tacoma Power
    Julie Jensen, Tacoma Power


    Moderators:
    Stacy Blumberg, NEEA

    You’ve been diligently collecting information about your program’s tactics, but now what? How do you choose the key pieces to focus on, and have a real-time, easy-to-use system for monitoring and reacting to the information? Enter data visualization and dashboards! This session will introduce you to data visualization and digital dashboards that can be used to monitor, analyze, and act upon performance information from digital and offline tactics. The presenters will walk you through examples from programs and marketing, and discuss ways the data can be used to impact performance in the market. Nuts & Bolts; Non-sector Specific
  • State of the Lighting Industry
    317
    Presenters:
    Marcia Wright, GE
    Irina Rasputnis, Lighting Design Lab
    Lisa McLeer, GE
    Art Christianson, The Home Depot


    Moderators:
    Doug Dickson, Snohomish County PUD

    During Efficiency Exchange 2016 we discussed the “state of the lighting industry," and now it’s time for an update. Is the lighting market transformed? What would happen if utilities stop providing rebates for efficient lighting? What is the trend since the end of 100-watt incandescents? Are there parallel examples? What do NEEA and BPA think? Can manufacturers cast light on the answers to these questions? Come hear what all stakeholders have to say. Strategy/Policy; Residential, Commercial
  • The Next Wave of Efficiency in Commercial HVAC
    318
    Presenters:
    Alex Cimino-Hurt, Puget Sound Energy
    Maria Murphy, NEEA
    Christine Riegler, NEEA


    Moderators:
    Alexis Allan, Brio

    Commercial heating, ventilation and air conditioning (HVAC) is getting a dual-fuel efficiency makeover. This session will cover gas and electric technologies and their impacts on the HVAC market and barriers to adoption. We’ll examine condensing rooftop units as an efficient option for gas customers, high-efficiency dedicated outdoor air systems (DOAS) for electric customers and advanced rooftop controls (ARC) for a dual-fuel, multi-utility case study. We’ll dive into the characteristics of each technology and the buildings and markets in which they work best. Learn what is being done to advance these products in the market and make them viable for utility programs. Nuts & Bolts; Commercial
  • Smarty Pants! How to Get the Most out of Smart Thermostats
    Ballroom D
    Presenters:
    Bill Prillaman, Pelican Wireless Systems
    Scot Davidson, Enhabit
    Phillip Kelsven, BPA
    Roch Naleway, Portland General Electric


    Moderators:
    Tina Jayaweera, Northwest Power and Conservation Council

    Web-connected, or “smart,” thermostats represent big savings opportunities (both energy and demand) and huge customer satisfaction. As with many measures, there are challenges to ensuring customers install the units and, once they are installed, having confidence in the savings. Smart thermostats also offer unique benefits, such as near real-time data on how the units operate in the home. This session will discuss the data needs and data benefits from these thermostats, opportunities in demand-response programs, and how to increase installation rates, including some lessons from the field on barriers to self-installation. Nuts & Bolts; Residential, Commercial
  • Lunch Buffet

    11:45 am - 1:00 pm

    Lobby
  • BREAKOUT SESSION 5

    1:00 pm - 2:15 pm

  • The Future of Weatherization
    315-316
    Presenters:
    Jill Eikenhorst, Spark Northwest
    Jeremy Stewart, Tacoma Power
    Jennifer Light, Northwest Power and Conservation Council
    Robert Weber, BPA


    Moderators:
    Jess Kincaid, BPA

    Residential weatherization provides a valuable customer service in addition to cost-effective resource acquisition. These benefits have made it a cornerstone of many utility energy-efficiency programs since the late 1970s. But as installed costs increase, weatherization measures are becoming less cost effective. This session will include a brief 101 on weatherization cost effectiveness, brief presentations on potential innovative opportunities and focus on a facilitated discussion on the future of weatherization. Areas of discussion include solutions to target customers with the greatest energy-savings potential, implementation solutions that improve cost effectiveness, and policy solutions to maintain cost effectiveness. Strategy/Policy; Residential
  • Cost-Effective Market Development for Utilities to Promote Electric Vehicles
    317
    Presenters:
    Treena Colby, Tacoma Power
    John Morris, D+R International
    Aaron Milano, Portland General Electric
    Deborah Reynolds, Washington Utilities and Transportation Commission


    Moderators:
    John Morris, D+R International

    This session will provide utilities with a detailed path forward on electric vehicle (EV) promotion in their service territory. We will start with basic education and outreach tools and strategies. We will then work through the mechanics of how to effectively engage local stakeholders—including EV dealers, charger installers, charger retail partners and others—to holistically increase the sales of EVs. Perspectives on the best way to introduce and implement EV programs will be provided by regional public and investor-owned utilities. Nuts & Bolts; Residential
  • It's So Hard to Say Goodbye
    318
    Presenters:
    Frank Rapley, Tennessee Valley Authority
    Julie Hayes, Milepost Consulting
    John Jacobs, CLEAResult


    Moderators:
    Allie Mace, BPA

    The nature of the energy efficiency model is to put ourselves out of business. However, the retirement of programs is often very difficult. We can leave markets too early, too late, and can often be left feeling unfulfilled or wondering if we could have done more. This session will explore how we can leverage data and develop exit strategies to help us create and evolve a program to provide continued value until we’re confident we are ready to leave the market and celebrate our success. Strategy/Policy; Non-sector specific
  • Emerging Technology Lightning Round
    Ballroom D
    Presenters:
    Jeff Rigotti, NEEA
    Janice Boman, Embertec
    John Jennings, NEEA
    Bruce Manclark, CLEAResult
    Keshmira McVey, BPA
    Rob Penney, Washington State University
    Geoff Wickes, NEEA
    Webly Bowles, New Building Institute


    Moderators:
    Christopher Dymond, NEEA

    New energy-efficient products and services are continually assessed to determine which can deliver cost-effective savings. This session provides an opportunity to meet subject matter experts on a variety of emerging commercial and residential technologies. They’ll describe each technology, provide supporting data, and answer your questions and facilitate conversations. This is a social focused roundtable event, where you spend 10 minutes at each table before moving on to another table of your choice. Bring your business cards so you can follow up with those who most interest you. Nuts & Bolts; Residential, Commercial
  • Networking Break

    2:15 pm - 2:45 pm

    Lobby
  • OPTIONAL WORKSHOPS

    2:45 pm - 4:00 pm

    Workshop sessions are complimentary with your conference registration; however, you must register to secure your spot. Workshops are offered based on a minimum number of attendees, so be sure to sign up today!
  • Marketing Workshop: Identifying and Connecting with Underrepresented Audiences
    315-316
    Presenters:
    Holly Lucht, Tacoma Power
    Shelly Carlton, Energy Trust of Oregon
    Rebekah Anderson, Tacoma Power


    Moderators:
    Kyle Stuart, NEEA

    In today’s increasingly fractured marketing world, the need to reach your audience at the right time, in the right place and with right message is fundamental to effective marketing efforts. But how do you know who to target and with what message? And what mediums resonate the most with different audiences? In this workshop, participants will learn trends and best practices in digital marketing, and how and when to utilize them. We will also cover how to use research and data analytics to glean audience insights from which to build targeted marketing plans. Marketing professionals from regional utilities, energy efficiency organization and NEEA will share their experiences and lessons learned in identifying and connecting with underrepresented audiences – and provide actionable takeaways to address real-world marketing problems.
  • Hot Water 411: The Latest and Greatest Hot Water Updates from the Front Lines
    317
    Presenters:
    Geoff Wickes, NEEA
    Jill Reynolds, NEEA
    Todd Blackman, Franklin PUD
    Phillip Kelsven, BPA


    Moderators:
    Jill Reynolds, NEEA

    Get in hot water with 2018 Hot Water Forum presenters and attendees to discuss everything from recirculation pumps to demand response!  

  • Realizing the Value in Evaluation
    318
    Moderators:
    Michael Noreika, Puget Sound Energy
    Allegra Hodges, BPA

    Ask not what evaluation is doing TO your programs; ask what evaluation can do FOR your programs. Gone are the days when hundreds of pages worth of evaluation reports sit unread on forgotten server locations! Rapid feedback, infographics and continuous performance monitoring are here and now! In addition, there are plenty of opportunities to combine forces with similar functions to save time, frustration and effort for everyone—all while maximizing the usefulness of results. This workshop will examine recent experiences of energy-efficiency evaluation efforts that strive toward maximizing the value for program design and implementation by leveraging innovative data collection techniques, advanced data analytics and user-friendly graphical presentations.
  • Get Smart About Connected
    Ballroom D
    Presenters:
    Ammi Amarnath, Electric Power Research Institute
    Lee Hall, BPA
    Nathan Kelly, BPA
    Bruce Manclark, CLEAResult
    Robert Weber, BPA


    Moderators:
    Jennifer McMaster, BPA

    Utilities and customers are using more and more game-changing equipment that is electronic, controllable and changing constantly. Not all of us can be electrical engineers and IT experts, but we need to be able to understand choices and implications of these changes. During this round-robin session you’ll meet the experts who can make the complex understandable. Multiple topic tables will be set up where you can rotate to the topics most useful to you. When possible, demos and hands-on opportunities will be available. They’ll describe the topic area, and then answer your questions and facilitate conversations. Topics include communication methods and protocols (WiFi, radio signal, AMI networks, Autogrid), smart-connected devices and controls (thermostats, water heaters, luminaire-level-lighting control), demand-response control technologies, metering methods (whole building, end uses, devices) and utility strategy choices relating to these issues.