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Substation Operation & Maintenance Best Practices

August 11 - 12, 2026 Online :: Central Time

“The course that covers all aspects of substations operations and maintenance, could benefit power professionals of all levels.”

Protection & Control Engineer, City of Lake Worth Beach

“This is a great fundamental learning class on basic substation management of equipment and assets that are used for the maintenance and monitoring of the electrical systems all of us use daily.” 

Utilities Engineer, California Public Utilities Commission

“Well-rounded course that covers all aspects of substations operation and maintenance.” 

Substation Engineer, City of Lake Worth Beach
Read more testimonials

“Substation Operation & Maintenance Best Practices session offers a great overview of the material and is enjoyable to attend. Highly recommend.” 

Compliance Analyst, Wind Energy Transmission Texas

“Whether you are streamlining your current program or building a new program, this course will put you on a path for success.”

Substation Superintendent, United Power

To the layman, a substation is a self-sustaining/automated compound of large equipment operated by intelligent controls. The value of these assets demands skilled staff and disciplined servicing interval to keep devices operating at peak efficiency. Contingency planning includes switching schemes that will remove and safely isolate devices for maintenance, repair and/or replacement. 

This course begins with a definition of substation asset management, then moves to the components of such a program. Attendees will learn the ground level data basis such as equipment inventory, maintenance schedules, work order systems and management of internal and external resources.   Discussions include the cost/benefit of equipment monitoring and O & M vs. Capital Expenditure. Understanding the financial aspects is key to acceptance by the leadership within an electric utility organization. 

Learning Outcomes

  • List and define the various types of substations
  • Identify the components of a Substation Asset Management Program
  • Discover switching schemes to isolate equipment for maintenance
  • Differentiate equipment based on the frequency and urgency of required maintenance
  • Arrange maintenance according to skill set requirements to complete task
  • Distinguish between in-house resources vs. outside contractor capabilities.
  • Review substation equipment monitoring devices and systems.
  • Prioritize maintenance based on substation load criticality

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)$ 1295.00 each(early bird rate)
(price after July 31, 2026 is $ 1,495.00)
Volume pricing also available

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

Pack of 5 attendees$ 5,500.00 (15% discount)(early bird rate)
(price after July 31, 2026 is $ 6,350.00)
Pack of 10 attendees$ 10,360.00 (20% discount)(early bird rate)
(price after July 31, 2026 is $ 11,960.00)
Pack of 20 attendees$ 19,425.00 (25% discount)(early bird rate)
(price after July 31, 2026 is $ 22,425.00)

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 July 10, 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

Day one

Tuesday, August 11, 2026

Day two

Wednesday, August 12, 2026

Agenda

Tuesday, August 11, 2026
Central Time

Online

Log In and Welcome

8:45

Lunch Break

12:00 - 12:30 PM

Adjourn for the day

5:00 PM

8:45 - 9:00 AM

Log In and Welcome

12:00 - 12:30 PM

Lunch Break

9:00 AM - 5:00 PM

Day 1 Timing

 Introduction to Substation Operation & Maintenance

  • Substation Definition
  • Types of Substations

Components of Substation Asset Management

  • Program Inputs and Analysis Software
  • Inventory of Equipment
  • Inventory Data
  • Equipment to be Maintained
    • Maintenance Tools & Equipment
      • Internal
      • Accessed outside the company
    • Required Skill Sets
    • In-house
    • Contractors
  • Scheduling Maintenance
  • Scheduling Matrix
    • Priorities Based on Load Criticality
    • Priorities Based on Equipment Maintenance Needs
  • Dispatch Center Input
    • Avoiding Peak Load Periods
  • Availability of Tools, Equipment, and Skilled Personnel
  • Compliance with NESC Part 1 Section 121.A
  • Monitoring Substation Equipment
    • Power Transformers
    • Circuit Breakers
    • Battery Charging Systems
  • Maintenance & Diagnostic Centers
    • Manned 24/7 vs. Annunciated Only
  • Output/Benefits of Effective SAM Programs
  • Increase Reliability
  • Metrics (SAIDI, SAFI, MAIFI, etc.)
  • Profitability/Savings
  • Safety

Agenda

Wednesday, August 12, 2026
Central Time

Online

Log In

8:45

Adjourn for the day

12:00 PM

8:45 - 9:00 AM

Log In

9:00 AM - 12:00 PM

Day 2 Timing

Failure Analysis & Prevention

  • Equipment Manufacturer’s Service Advisories
  • Root Cause Failure Analysis

Leadership and Cultural Change

  • Building a Compelling Vision
  • Foster Leadership Commitment
  • Cultivating a Collaborative Culture

Future Trends & Challenges

  • Emerging Technologies
  • System Peak Shaving Generation
    • Utility Scale Solar
    • Bulk Energy Storage Systems

Substation Resiliency vs. Robustness vs. Reliability

  • Elements of a Highly Resilient Substation

Instructors

Gary Roberts is a Professional Engineer with over 40 years’ experience in the Electric Utility industry, 25 years plus with TXU, worked on international engagements and currently with DRG Technical Solutions.  Gary is a graduate of the University of Texas at Arlington with a BSEE and a graduate of Southern Methodist University with an MBA. 

Gary Roberts

Professional Engineer

Jerry Josken holds a BS in Electrical Engineering Technology from the Milwaukee School of Engineering and a Master of Business Administration from North Central College. During his 30+ year career with Eaton Power Systems, Jerry served in a variety of engineering capacities. In his time as a senior consultant with Pike Engineering, he developed professional development programs for clients, as well as the firm’s freshman engineers. Past leadership positions include Chair of IEEE Rural Electric Power Conference (2012) and Chair of Distribution Equipment/Controls Track, Great Lakes Electric Meter School (2013-2014). Currently, Jerry is a senior consultant for EUCI where he creates and conducts continuing education courses on various power delivery topics. 

Jerome Josken

Senior Consultant and Instructor

EUCI

Continuing Education Credits

Credits

IACET

AP_Logo

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 1.1 CEUs for this event.

Verify our IACET accreditation

 

Who recognizes IACET Credits?

Requirements for Successful Completion of Program 

Attendees must log into each Microsoft TEAMS session and participate in the form of comments and questions.

 

Instructional Methods 

PowerPoint presentations and open discussion will be used.

CPEs

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

Course CPE Credits: 12.5
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

  • Supervisor, Substation Construction & Maintenance 
  • Substation Manager 
  • Chief Engineer 
  • Director of Electric Operations 
  • Anyone responsible for substation operation reliability