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Motivating Customer Engagement in Demand Response Programs

July 8, 2026 Online :: Central Time

Demand Response (DR) Programs continue to gain traction but are still widely underutilized and undersubscribed.  As grid dynamics shift, especially around the emerging dominance of the winter peak, finding the right customers and the right measures is increasingly critical.

DR only delivers value when the right customers enroll and respond when called. Despite incentives and enabling technologies, electric utilities still struggle with low participation, high opt-out rates, inconsistent performance, and legacy programs that fail to deliver during winter peak conditions.

This course focuses on the biggest factors for DR success: identifying customers that meet your system needs and successfully engaging them to participate in programs for the long term.

This training moves beyond program mechanics to strategies that identify the right customers and address how they perceive, understand, and act on DR offerings. Participants will learn how to:

  • Identify customer segments that match system needs
  • Develop compelling value propositions that co-optimize customer and utility benefits
  • Design messaging and enrollment pathways that reduce friction
  • Structure incentives that increase participation while controlling costs
  • Estimate and verify program impact, especially for winter peak performance

Register now to gain practical tools to improve enrollment, increase response rates, and strengthen customer trust while supporting grid reliability, affordability, and regulatory objectives. 

Learning Outcomes

  • Define and explain key concepts related to Demand-Side Management (DSM), Demand Response (DR), and distributed participation under FERC Order 2222
  • Analyze how customer demand patterns influence system planning, resource adequacy, and capital expenditure decisions
  • Identify and assess common customer participation barriers, including awareness, trust, comfort, and control
  • Illustrate the Demand Response customer journey and diagnose points of enrollment and engagement breakdown
  • Design a mutually beneficial value proposition that aligns grid reliability needs with customer financial and non-financial motivators
  • Translate system requirements and grid constraints into clear, customer-centered messaging
  • Evaluate enrollment pathways, outreach strategies, and event communications to improve participation quality
  • Compare upfront and performance-based incentive models and assess their impact on long-term engagement and retention
  • Identify strategies to reduce customer fatigue and increase multi-year program participation
  • Interpret peer comparison and participation metrics using EIA-861 data
  • Evaluate key performance indicators to distinguish between enrollment quantity and enrollment quality
  • Select program refinements based on measurement, validation, and cross-functional performance data
  • Develop a practical action plan to enhance Demand Response engagement, measurement, and organizational coordination

Register

Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

If you are unable to attend at the scheduled date and time, we make recordings available to all attendees for 7 days after the event

REGISTER NOW FOR THIS EVENT:

Individual attendee(s)$ 995.00 each(early bird rate)
(price after June 26, 2026 is $ 1,095.00)
Volume pricing also available

Individual attendee tickets can be mixed with ticket packs for complete flexibility

Pack of 5 attendees$ 4,230.00 (15% discount)(early bird rate)
(price after June 26, 2026 is $ 4,655.00)
Pack of 10 attendees$ 7,960.00 (20% discount)(early bird rate)
(price after June 26, 2026 is $ 8,760.00)
Pack of 20 attendees$ 14,925.00 (25% discount)(early bird rate)
(price after June 26, 2026 is $ 16,425.00)

Your registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before June 05, 2026 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of conference cancellation, EUCIs liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800

Agenda

Wednesday, July 8, 2026
Central Time

Online

Log In

8:45 AM

Lunch Break

12:30 - 1:30 PM

Adjourn for the day

5:00 PM

8:45 AM - 9:00 AM

Log In

9:00 - 9:15 AM

Welcome & Course Overview

  • Course logistics and outcomes
  • Participant introductions and background
  • Overview of the framework used throughout the course
9:15 - 10:00 AM

The Evolving Power Grid

  • Definitions, diagrams, and establishing a common model for the rest of the course
  • The industry definition of Demand-Side Management (DSM) and Demand Response (DR)
  • DSM and DR’s role in FERC 2222
  • Current impacts and future trends shaping the grid
10:00 - 10:45 AM

Customer Demand Curves

  • Daily and seasonal utility demand curves
  • Residential, small commercial, and large C&I customer class curves
  • Utility system and resource planning processes
  • System limitations and the utility Capex response
10:45 - 11:00 AM

Morning Break

11:00 - 11:45 AM

Understanding the DR Customer

  • Common participation barriers: awareness, trust, comfort, and control
  • Differences between residential, small commercial, and large C&I customers requirements, needs, and opportunities
  • Mapping the customer journey from awareness to event response
  • Where utilities unintentionally lose customers — and how to fix it
11:45 AM - 12:30 PM

Building a Mutually Beneficial Value Proposition

  • What customers actually value (and what they ignore)
  • Financial vs. non-financial motivators
  • Aligning reliability, affordability, and sustainability messaging
  • Identifying the very specific program requirements that provide system benefit
  • Translating grid needs into customer-friendly language
12:30 - 1:30 PM

Lunch Break

1:30 - 2:15 PM

Enrollment, Communication, and Incentive Strategies

  • Simplifying enrollment and device onboarding
  • Digital vs. non-digital outreach strategies
  • Event notification timing and message clarity
2:15 - 3:00 PM

Building Long-Term Engagement and Program Stimulation

  • Upfront vs. performance-based incentives
  • Avoiding customer fatigue and incentive confusion
  • Building trust through transparency and consistency
  • Retention strategies that keep customers enrolled year after year
3:00 - 3:15 PM

Afternoon Break

3:15 - 4:30 PM

Measurement, Validation, and Peer Comparison

  • Peer comparison metric set from EIA-861 data reporting
  • Key performance indicators for customer participation
  • Measuring enrollment quality vs. quantity
  • Using feedback and performance data to refine engagement
  • Cross-functional coordination between DR, marketing, and customer service
  • Upcoming measurement and validation requirements from system operators
4:30 - 5:00 PM

Action Planning & Wrap-Up

  • Review of course materials and major takeaways
  • Identifying quick wins and longer-term improvements discussed during the day
  • Peer discussion and shared lessons learned
  • Final questions and wrap-up

Instructor

Michael Herzog

President and Founder

Resilient Electric Analytics

Mike Herzog, PE has almost 20 years of experience in the electric utility industry working from the utility and consultant perspective. He received his bachelor’s degree in electrical engineering from the University of Nebraska at Lincoln and MBA from Creighton University. He is professionally licensed. His experience has touched on many areas - from system planning and design to operations support and supporting customer experience.

Mike has many years of experience in transmission and distribution planning. He’s worked on efficiency improvements to the grid, integration of electric vehicles, distributed generation resource interconnection, power quality evaluation, reliability metric reporting and interpretation, geomagnetic disturbances, electromagnetic pulses, and a whole lot of system analysis. He also has experience in the bulk electric system world and has worked through power purchase agreements, interconnection studies, NERC standards, NERC audits, and transmission network modeling and analysis.

Michael helps clients match their knowledge and experience with the data that describes their systems. That match is turned into usable and practical tools to define problems before looking for solutions. This improves reliability of systems and asset management.

Continuing Education Credits

IACET

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EUCI is accredited by the International Accreditors for Continuing Education and Training (IACET) and offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard. IACET is recognized internationally as a standard development organization and accrediting body that promotes quality of continuing education and training.

EUCI is authorized by IACET to offer 0.7 CEUs for this event

Verify our IACET accreditation

 

Who recognizes IACET Credits?

Requirements for Successful Completion of Program

Participants must login each day and be in attendance for the entirety of the course

Instructional Methods

PowerPoint presentations and open discussion will be used

CPE

Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion.

Course CPE Credits: 7.5
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group Internet Based
Advanced Preparation: None

CpeEUCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

CLE

Only registered attendees can request CLE credits for an EUCI course/event. Please email [email protected] prior to the course start date and list the state where you are licensed and your bar# as well as the name and date of your course/event in your request, and someone will be in contact.

Who Should Attend

  • Demand Response & DSM Program Managers
  • Customer Engagement, Marketing & Communications Teams
  • DER & Grid Modernization Strategists
  • Customer Experience & Call Center Leadership
  • Utility Planners responsible for load flexibility and peak management