OMS Forecasting Workshop

Tanya Paslawski - Marcus Hawkins 
Setting the Stage Presentation

JT Smith, MISO  - Presentation
JT Smith is the Director of Economic and Policy Planning at MISO.  JT has been with MISO since 2006 where he has worked in the development of a long-term economic transmission planning process utilizing production cost models.  JT was project manager for the Regional Generation Outlet Study, has supported the MISO and eastern interconnect regulators through the Eastern Interconnection States’ Planning Council and is currently focusing much of his time towards issues around generation fleet change driven by public policy and economic factors.  Prior to MISO, JT worked for American Electric Power as a Transmission Planning Engineer.  JT received his BSEE from Mississippi State University and an MBA from Oklahoma State University.

Calvin Opheim, ERCOT - Presentation
Calvin has worked in the electric utility industry for 33 years having worked for a joint action municipal agency (FMPA – Florida Municipal Power Agency), a large regulated utility (Florida Power Corporation-now Duke Power) and for ERCOT.  He has worked in load forecasting, load research, large customer billing, rate design, etc.  Calvin served on the team that implemented the original ERCOT zonal market and has served in management roles for IT and business departments at ERCOT.  He has been the manager of load forecasting since 2010.

John Reynolds, PJM - Presentation
John M. Reynolds is a Senior Lead Economic Analyst with the PJM Interconnection.  His responsibilities include the development of the long-term planning forecast for the PJM region, and the integration of demand response into PJM planning and markets. John is the chairman of the PJM Load Analysis Subcommittee and has served as chairman of the NERC Load Forecasting Working Group and the Electric Utility Forecasters Forum. He was previously employed by Delmarva Power & Light in load research/forecasting.  Earlier he was an analyst with Chase Econometrics.  John holds Bachelor's and Master's degrees in Economics from the University of Delaware.

Dr. James D. McCalley, Iowa State University - Presentation
Dr. McCalley received the B.S., M.S., and Ph.D. degrees from Georgia Tech in 1982, 1986, and 1992 respectively. He is an Anson Marston Distinguished Professor and the London Professor of Power Systems Engineering in the Department of Electrical and Computer Engineering at Iowa State University (ISU) where he has been employed since 1992. He was elected as an IEEE Fellow in 2003. Dr. McCalley was employed with the Atlanta Gas Light-Company from 1977-1982 and with Pacific Gas and Electric Company (PG&E), San Francisco, from 1985 to 1990. At PG&E, he was a transmission engineer where he performed planning, design, and operating studies of the Western US interconnected power grid. He was a registered professional engineer in California.

Eric Fox, Itron - Presentation
Eric Fox is Director of Forecasting Solutions with Itron Inc. where he oversees electric and gas analytics and forecasting projects and manages Itron’s Boston office. Eric has over 30 years of forecasting experience with expertise in financial forecasting and analysis, long-term energy and demand forecasting, and load research. Eric and his team focus on developing and implementing forecast applications to streamline and support utility business operations.  He also provides utilities with forecast support that includes developing energy and demand forecasts for financial and long-term planning, weather normalization for monthly sales variance analysis, and regulatory support.  Recent work has included forecasting the adoption of new technologies and their impact on long-term energy and demand. Eric is one of Itron’s primary forecast instructors.  He provides forecast training through workshops sponsored by Itron and other electricity and gas organizations. Prior to joining RER/Itron, Eric supervised the load research group at New England Electric. He also worked in the rate department as a principal analyst and started his career as an analyst in the forecasting group at San Diego Gas & Electric.  He has his bachelor and master’s degree in economics from San Diego State University. 

Morgan Putnam, Clean Power Research - Presentation
As a Director of Business Development at Clean Power Research, Morgan interfaces with utilities, DER developers, regulatory agencies, and strategic software partners to advance the energy transformation. In this work, Morgan leads efforts related to DER adoption planning, streamlining the DER interconnection process and operational forecasting of BTM PV systems. Notable work includes the MN Solar Pathways project and early development of CPR’s newest product offering, WattPlan Grid. Morgan started off his career in the solar industry working on next-generation solar cell technologies at Caltech. After earning his PhD in materials science in 2010, he co-founded Caeluz Corp., receiving both a Department of Energy SunShot award and venture-capital financing.

Katherine Hamilton, 38 North Solutions and The Energy Gang
Katherine is Chair of 38 North Solutions. Katherine is currently President of GRID Alternatives Mid-Atlantic and Co-Chair of the World Economic Forum‘s Future of Energy Global Future Council. Katherine served as President of the GridWise Alliance, advocating for nearly $5 billion in funding for smart grid projects in the Recovery Act. Prior to that role, Katherine was a policy advisor for Good Energies, Inc., a private investment company with a portfolio in clean energy technologies of nearly $6 billion. She co-directed the American Bioenergy Association, working with the states of Maryland and New Jersey to develop renewable portfolio standards. At the National Renewable Energy Laboratory (NREL), Katherine led buildings research and then managed government relations in Washington, DC. Katherine spent a decade at Virginia Power, designing overhead and underground electrical systems for commercial and residential developments. Katherine studied electrical engineering at Northern Virginia Community College and holds degrees from Cornell University and the Sorbonne. Katherine is part of The Energy Gang podcast through Greentech Media.

Obadiah Bartholomy, Sacramento Municipal Utility District - Presentation
Obadiah Bartholomy is the Manager of Distributed Energy Strategy at the Sacramento Municipal Utility District. His team is responsible for developing enterprise strategy relating to EE, DR, Solar, Storage, and EV’s, including developing new business models and adapting existing planning processes and operations to better adapt to the growing role of DERs in our energy system. Obadiah has been with SMUD for 16 years, and has an MS in Transportation Technology and Policy from UC Davis and a BS in Mechanical Engineering from Cal Poly. He is a registered professional engineer.

Kevin J. Van Oirschot, Consumers Energy - Presentation
Kevin Van Oirschot is currently the Electric Transmission and Market Regulations Director at Consumers Energy in Jackson, Michigan, a position he has held since 2015.  Prior to this, Kevin spent 15 years in energy and utility risk management which included positions of increasing responsibility at Consumers Energy, Integrys Energy Services in Ann Arbor, Michigan, DTE Energy, also in Ann Arbor, Michigan and Union Gas in Chatham, Ontario, Canada.  Kevin holds a bachelor’s degree in Business Administration from Wilfrid Laurier University in Waterloo, Ontario, Canada.  In 2003, Kevin earned his Chartered Financial Analyst (CFA) designation from the CFA Institute.  In 2013, Kevin earned his Financial Risk Manager (FRM) designation from the Global Association of Risk Professionals (GARP).  Kevin lives in Saline, Michigan with his wife Kelly, his daughter Allison who recently graduated from Siena Heights University in Adrian, Michigan, his son Aaron who has just completed his Freshman year at Butler University in Indianapolis, and the curiously appealing Higgins the Cat.

Philip Joseph “PJ” Martin, Xcel Energy - Presentation
P.J. Martin serves as Director of Resource Planning at Xcel Energy.  He is responsible for the direction of electric resource planning for the NSP System, which provides electric service to customers in North Dakota, South Dakota, Minnesota, Wisconsin, and Michigan.  Martin joined Xcel Energy in August 2015.  Prior to joining Xcel Energy, Martin was a Portfolio Director and Energy Trader at ACES Power Marketing from 2007 to 2015 where he engaged in trading and wholesale portfolio management activities on behalf of electric cooperatives, municipal utilities, IPPs, banks, and other customers.  Martin received his B.A. in international relations from Dartmouth College and his Master of Business Administration degree with a concentration in finance from East Carolina University.

Libby Jacobs, The Jacobs Group
Libby Jacobs is president of The Jacobs Group LLC, a consulting firm based in West Des Moines, Iowa.  She is a former chair and board member of the Iowa Utilities Board.  During her tenure on the board she was involved in numerous regional transmission and energy issues, serving as president of the Organization of MISO States and as a member of the Southwest Power Pool’s Regional State Committee.  Jacobs also served as co-vice chair of the NARUC Committee on Electricity. In addition, Jacobs’s career experience includes election to seven terms in the Iowa House of Representatives where she served as Majority Whip. She also was employed by Principal Financial Group, where she served as Community Relations Director after working in other management-level positions in communications, client services and insurance operations.