Electric Vehicles 101

Electric Vehicles 101

January 18-19, 2022 | Online :: Central Time

“Excellent discussion about pioneer programs and actions implemented to drive the electrification into our societies.” Researcher, LACTEC

“Very knowledgeable speakers with real world experience.” Transportation Supervisor, PPL Electric Utilities

Electric vehicle (EV) and transportation electrification programs are spreading across the nation, as EVs are a vital part of decarbonization and GHG reduction goals.  The EV industry is growing and evolving, as major automotive manufacturers develop new models, and overall affordability for EVs prompts more consumers and businesses to purchase EVs than ever before.

This virtual course is designed to provide a thorough foundational primer on EVs, while emphasizing the learning needs and perspective of utilities and the energy industry.   The program will deliver insight into the EV marketplace and consumer trends, cost and performance of EV technologies, charging/charging infrastructure, relevant policy measures and trends, and the overall challenges and opportunities that EVs present for the energy industry.  Utility EV program design, charging incentives, and rate design will be a focus of the course, as well as technical sessions addressing power related issues – load forecasting, strategic planning, and vehicle grid integration, detailing the technical and economic challenges that EVs impose on electricity grid operations, and the relationship of EVs to renewable energy.

Learning Outcomes

This virtual course will provide attendees an opportunity to:

  • Review the environmental benefits of EVs, climate change, and clean energy policies
  • Gain a better understanding of the EV market landscape, consumer perspectives, & future projections on the EV industry
  • Assess how the EV industry is impacting utilities and related challenges & opportunities for the energy industry
  • Hear how other utilities structure rate design, demand charging & customer programs for EVs
  • Review EV charging technologies, infrastructure planning & deployment case studies
  • Analyze cutting edge research and case studies on optimizing electric vehicle grid integration (VGI)
  • Evaluate planning and operational analytical tools to optimize how EVs function on the grid
  • NEW THIS YEAR: Identify how to incorporate social equity into EV program design


Tuesday, January 18, 2022 : Central Time

8:45 – 9:00 a.m.
Log In and Welcome

12:15 – 1:00 p.m.
Lunch Break

9:00 a.m. – 4:30 p.m.
Course Timing

9:00 – 10:00 a.m. :: The Rise of the Electric Vehicle (EV): A Disruptive Trend in the Clean Energy Era

  • EVs and the paradigm shift facing the utility industry
    • Overview of EVs available on the market
  • Understanding EVs – what’s new in 2021
  • How EVs are transforming the traditional automobile industry
  • EV benefits to consumers, utilities and society
  • The role of state and federal policy on EV adoption
    • Regional clean energy plans
    • Electrification initiatives
  • Electric Vehicle technologies, types & brands
    • Foundational characteristics & concepts of an EV
    • Types of EVs, their parts & functions
    • Comparison of combustion engine, hybrid and electric
    • Fuel consumption: EV vs Internal Combustion Vehicle (ICE)
    • Performance, speed, acceleration, maintenance, mileage and cost

10:00 – 10:45 a.m. :: The Electric Vehicle (EV) Marketplace & Consumer Trends: Light, Medium & Heavy Duty EVs

  • The electric vehicle (EV) car market
    • Overview of major brands, models & top market sellers
    • Projections and plans from the auto manufacturer industry
  • Shifts in the automotive supply chain due to EV
    • Consumer trends
    • Consumer purchasing trends to date
  • The new consumer experience of EV ownership
    • Emerging trends
    • Consumer education & awareness on EVs
  • Trends in medium and heavy-duty electric vehicles
  • Pricing and adoption trends
    • S. vs. global EV trends
    • Impact of banning of gas vehicles

10:45 – 11:00 a.m. :: Morning Break

11:00 – 11:30 a.m. :: Electric Vehicles & Utilities: Customer Engagement

  • Understanding the utility-EV opportunity
  • EV customer engagement tools
    • Customer engagement tools and campaigns
    • Rebate and incentive design considerations
  • Utility strategic planning for EV growth:
    • Evaluating grid impacts: aligning EV to grid needs
    • EV load forecasting
    • EV charging infrastructure planning & management
    • Informing EV rate design
  • Trends in utility EV program design
  • Optimizing the utility’s role in the EV adoption

11:30 a.m. – 12:15 p.m. :: Electric Vehicle Charging

  • Overview of the EV charging process & equipment
  • EV charging equipment
    • Electric Vehicle Supply Equipment (EVSE)
    • Level 1 chargers
    • Level 2 chargers
    • DC Fast Chargers
  • Addressing key charging challenges: Access & efficiency
  • What is smart charging?
    • Smart charging value chain
    • Specific customer examples & real applications
  • EV charging analytics

12:15 – 1:00 p.m. :: Lunch Break

1:00 – 1:45 p.m. :: Total Cost of Ownership Assessment for Electric Vehicle (EV) Adopters – Fleet & Individual Owners

  • Analysis of total cost drivers of EVs compared to conventional vehicles
    • Upfront purchase cost
    • Electric fuel costs, savings versus fossil fuel
    • Electric chargers, charging infrastructure
    • Maintenance costs
  • Fleet owner Total Cost of Ownership assessment and tools
  • Commercial, Industrial and Municipal cost analysis considerations

1:45 – 2:30 p.m. :: Utility EV Rate Design and Business Case Modeling

  • New policy concepts encouraging cost-effective infrastructure buildouts and mechanisms to finance the installation of charging infrastructure while encouraging private investment
  • Key technologies that enable interoperability and smart charging
  • Best practices for modeling & assessing needs for charging infrastructure
  • Time of Use (ToU) rate design and impact on EV charging
  • EV Business Case design – best practices and methods

2:30 – 2:45 p.m. :: Afternoon Break

2:45 – 4:30 p.m. :: Utility EV Charging Infrastructure – Load & Strategic Planning

  • Overview of EV Infrastructure
  • Trends and case studies of EV charging infrastructure planning and deployment
  • Charging infrastructure modeling & deployment
  • Technical charging installation
  • Utility – EV manufacturer coordination on infrastructure deployment
  • Enabling programs and technologies for infrastructure needed in a specific region
  • Assessment of charging infrastructure needs in support of electric vehicle deployment and emission reduction goals

4:30 p.m. :: Day 1 Adjourns

Wednesday, January 19, 2022 : Central Time

8:45 – 9:00 a.m.
Log In

9:00 a.m. – 12:30 p.m.
Course Timing


9:00 – 10:30 a.m. :: Vehicle Grid Integration, Renewable Charging & Carbon Credits

Vehicle Grid Integration (VGI) tools and processes support the optimization of electric vehicle (EV) connection and interaction to the electric grid.  This session will provide an overview of VGI, discussing:

  • Monitoring and assessing EV impact on the grid
  • Benefits of VGI
    • Managed Charging – shifting EV load off-peak
    • Methods and technology to achieve Managed Charging
    • Support for utilities and grid operators with grid balancing services
    • Aligning EV charging to renewable energy
  • Communication requirements for VGI
  • Carbon credit tracking systems and EV
  • Optimizing VGI dynamics to ensure
    • Lower customer rates
    • Efficient use of EVs as grid assets
  • Vehicle to Grid (V2G) – emerging trends in EV as a grid asset
  • Needs for grid interoperability standards
  • Evaluating grid services technology opportunities

10:30 – 10:45 a.m. :: Morning Break

10:45 – 11:45 a.m. :: Utility EV Programs & Case Studies

  • Utility approach to setting up EV programs
  • Designing optimal EV programs
    • Rolling out pilot programs
    • Expanding upon pilots & rolling out larger programs
  • Home charging programs for residential customers
    • Education
    • EV adoption
    • Cost savings for customers
    • Rebates & time incentives
  • Public charging for utility customers
  • EV Fleet Programs: addressing the C&I and Municipal fleet owner

11:45 a.m. – 12:30 p.m. :: Closing Panel Discussion & Course Wrap-Up – Optimizing the Benefits of Transportation Electrification

Discussion of course key themes and learning outcomes:

  • Tips for utilities and the energy industry in moving forward with EV planning
  • The future of EV rate design
  • Long-term assessment & forecast of EV impacts
  • Infrastructure preparedness strategies
  • EV program design & social equity

12:30 p.m. :: Program Adjourns


Paul Breslow, Innovation Director, EDF

Paul Breslow joined the EDF Innovation Lab in 2015 as an Innovation Director to support technology scouting for EDF business units, manage relationships with start-ups in North America, and to assist business units in accelerating new business development. Prior to EDF, Paul held key and leadership roles in start-ups and large international companies. Paul graduated from Tulane University in New Orleans with a BSE, MS, and PhD in Mechanical Engineering focused on clean energy technologies, AI, entrepreneurship, and electricity demand forecasting.

Andrew Dillon, Innovation Fellow, West Monroe

Andrew Dillon is a Senior Principal and Innovation Fellow at West Monroe Partners, where he leads with more than 20 years’ experience focusing on grid modernization technologies. With a personal passion for innovation, he advances the firm’s ability to deliver cutting-edge solutions to meet challenging market opportunities in the utility industry.  He is an avid follower of electric vehicles, leading his firm’s work on the intersection of EVs and utilities, and recently managing a project to introduce DER interconnection processes to EV charging infrastructure.  He helped design a novel new platform for a major electric utility, monetizing energy data that can lead to $10 million in savings.   As a part of the Energy & Utilities practice at West Monroe, Andrew conceived and initiated two innovations that are poised to deliver both sustainability and economic benefits to clients. Andrew earned a West Monroe Intrapreneur accolade for Q4 2019 for his initiatives, including Blockchain for Electric Vehicles and an innovative energy platform DER 360.  He previously founded the real-time grid control company Varentec.  Andrew is a co-author of two patents on advanced grid control using smart inverters.

Shelly Hagerman, Principal – EV/DER Strategy, West Monroe

Shelly Hagerman, PhD, is a Principal in West Monroe’s Energy & Utilities practice. She leads West Monroe’s Distributed Energy Resource (DER) Center of Excellence and has over 10 years of related research and project experience in DERs and EVs. Shelly combines strategy and robust business case modeling to help utilities design win-win-win Transportation Electrification programs. Recent engagements include leading the development of a Transportation Electrification Plan and the design of multiple EV Fleet programs and a portfolio of DER programs to support clean energy goals. Shelly has supported past EUCI events including EV 101, Leadership Conference for Women in EVs, and a 3-hour workshop on energy storage technologies and applications. Prior to West Monroe, Shelly received a PhD from Carnegie Mellon University in Engineering & Public Policy. Her thesis focused on the economics of behind-the-meter solar photovoltaics and energy storage. While a doctoral student, she presented at several conferences and for multiple advisory boards (both academia and industry). In 2015, Shelly collaborated with the Electric Power Research Institute to assess the economics of solar for commercial and industrial customers using high resolution load and solar data. As an extension of this work, she examined the viability of energy storage for behind-the-meter applications, employing optimization techniques.

Cris Liban, Chief Sustainability Officer, LA Metro

Dr. Cris B. Liban, P.E. is the Los Angeles County Metropolitan Transportation Authority’s (LA Metro) Chief Sustainability Officer (CSO).  Cris oversees LA Metro’s internationally recognized Environmental, Sustainability, and Energy initiatives.  He prides himself to be one of the handful of engineers who holds this very important position. As CSO, Cris’ responsibilities are also unique as he sets the environmental, sustainability, and resiliency vision for the agency while oversees the implementation of programs to fulfill that vision. His group has been one of the profit centers in LA Metro, generating over $100M of revenue in the last three years through monetized environmental benefits and reinvesting those into sustainable infrastructure.

Cris is currently a Commissioner in the City of Los Angeles Board of Transportation Commissioners (appointed by LA City Mayor Eric Garcetti); as well as the Vice-Chair of the Los Angeles County Beach Commission (appointed by LA County Supervisor Sheila Kuehl). He previously held political appointed positions in the State of California as a member of the Climate Safe Infrastructure Working Group, and as an adviser to the US Environmental Protection Agency’s (USEPA) Administrator (Obama and Trump Administrations) as a Council Member of the USEPA National Council for Environmental Policy and Technology (NACEPT). He recently got appointed by CA State Treasurer Fiona Ma to sit on the Green Bonds Development Committee and develop Green Bonds Standards for the State of California.

Mackenzie Martin, Community Project Manager, Puget Sound Energy

Mackenzie Martin has worked at Puget Sound Energy (PSE) for over nine years. In her most recent role as a Community Projects Manager in the Clean Energy Solutions department, she focuses on the development and deployment of PSE’s transportation electrification products for underserved communities, the income-eligible portion of community solar and green power solar grants.


Online Delivery

We will be using Microsoft Teams to facilitate your participation in the upcoming event. You do not need to have an existing Teams account in order to participate in the broadcast – the course will play in your browser and you will have the option of using a microphone to speak with the room and ask questions, or type any questions in via the chat window and our on-site representative will relay your question to the instructor.

  • IMPORTANT NOTE: After November 30 you will not be able to join a Teams meeting using Internet Explorer 11. Microsoft recommends downloading and installing the Teams app if possible. You may also use the Edge browser or Chrome.
  • You will receive a meeting invitation will include a link to join the meeting.
  • Separate meeting invitations will be sent for the morning and afternoon sessions of the course.
    • You will need to join the appropriate meeting at the appropriate time.
  • If you are using a microphone, please ensure that it is muted until such time as you need to ask a question.
  • The remote meeting connection will be open approximately 30 minutes before the start of the course. We encourage you to connect as early as possible in case you experience any unforeseen problems.


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 registrants for three business days after the event

Event Standard RateAttendees
Single Connection - Electric Vehicles 101US $ 1195.00
Pack of 5 connectionsUS $ 4,780.00
Pack of 10 ConnectionsUS $ 8,365.00
Pack of 20 ConnectionsUS $ 14,340.00
Call us at 303.770.8800 if you have any specific questions on the volume discounts
* all other discounts do not apply to license packs

By registering I indicate I agree with EUCI's privacy policy and understand I may receive emailed reports, articles, event invitations and other information related to products and services from EUCI and any of our business partners. I understand I may unsubscribe at any time by clicking the link included in emails.

Cancellation Policy

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 December 17, 2021 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

Secured By:




EUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).  In obtaining this accreditation, EUCI has demonstrated that it  complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard.

EUCI is authorized by IACET to offer 0.9 CEUs for this event.

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

Course CPE Credits: 11.0
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Beginner/Intermediate
Delivery Method: Group-Live
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.



Requirements for Successful Completion of Program

Participants must log in each day and be in attendance for the entirety of the course to be eligible for continuing education credit.

Instructional Methods

PowerPoint presentations and case studies will be used in program.

Who Should Attend

Utility & transit representatives responsible for:

  • EV Program
  • Transportation Electrification
  • eMobility
  • Climate & Sustainability
  • Emerging Technologies/Energy Innovation
  • Fleets