By - Jon Brown

Fundamentals of Battery Storage
February 23, 2021 | Online :: Central Time

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Best Practices for Energy Storage Deployment, February 24-25, 2021

Battery storage is a technology whose time has arrived in many markets across the globe. Battery energy storage systems (BESS) can be used for a variety of applications, including frequency regulation, demand response, transmission and distribution infrastructure deferral, integration of renewable energy, and microgrids. Different battery technologies can enable different applications that can provide various benefits to utility services, Independent System Operator (ISO) services, Regional Transmission Organization (RTO) services, and consumer services. Because electricity supply and demand on the power system must always be in balance, real-time energy production across the grid must always match the ever-changing loads.

Thanks to performance improvements and cost declines, battery storage is now a force to be reckoned with. The advent of economical battery energy storage systems (BESS) at scale can now be a major contributor to the balancing process. This course will give an in-depth overview of battery storage, including the history, the growing need for storage, types of energy storage, benefits and the potential for storage. In addition, it will address battery storage applications and market dynamics as well as decarbonization and the future of energy storage.

Learning Outcomes

  • Review the basics of energy storage
  • Provide an overview of battery storage
  • Review battery storage applications and the market dynamics
  • Evaluate regulatory and planning best practices for storage
  • Review decarbonization for energy storage
  • Discuss the future of battery storage



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 0.7 CEUs for this event.


Requirements For Successful Completion Of Program

Participants must sign in/out each day and be in attendance for the entirety of the conference to be eligible for continuing education credit.

Instructional Methods

Case studies and PowerPoint presentations will be used in this program.


Tuesday, February 23, 2021 : Central Time

8:45 – 9:00 a.m. :: Login and Welcome

9:00 a.m. – 4:45 p.m. :: Course Timing (includes short breaks)

12:15 – 1:00 p.m. :: Lunch Break

Energy Storage Overview – The Big Picture 

  • Energy storage overview and history
  • The growing need for storage and drivers for change
  • Storage applications across the industry and drivers for change
  • Types of energy storage – long and short duration
  • Storage benefits and value stacking

Battery Storage Basics

  • Battery storage potential and limitations
  • The basics explained à charge/discharge, round trip efficiency, degradation, augmentation, cycles, etc.
  • System components – EMS, inverters, cooling, modules, etc.
  • Performance overview
  • System monitoring, control, and optimization
  • Storage integration
  • Cost roadmap

Battery Storage Applications and Market Dynamics

  • Market overview  
  • T&D enhancement
  • Generation enhancement
  • Capacity peak power & resource adequacy
  • Renewable integration – DC vs. AC coupled  
  • Storage for microgrids
  • Behind the meter
  • Storage case studies and examples

Regulatory and Planning Best Practices

  • Challenges for developing a common framework
  • Planning objectives → selecting a developer, siting, leveraging benefits and financial impact   
  • Key FERC regulations and orders
  • Improving state regulatory policies
  • Coordination between federal and state regulations, polices, and mandates


  • Developing a decarbonization roadmap
  • Integrating storage into your system
  • Right sizing storage leveraging data

The Future of Storage

  • Future technological development
  • Ongoing energy market disruptions and projections for future storage deployments
  • Optimizing storage as a resource in the short- and long-term
  • Opportunities and risks – how to move forward


Joe Fox, Director, Transmission and Distribution, Siemens

Joe’s career spans various engineering, technical sales, and market development leadership positions with diversified technology providers and renewable EPC / development firms.  His technical experience includes network planning and analysis, grid modelling, and dynamic simulation of various alternative energy solutions including energy storage, power electronics, renewable energy, FACTS, and microgrids.  Specific to energy storage, Joe has conducted numerous technical and commercial studies demonstrating energy storage use cases, including comprehensive studies for a large IOU in Texas and a large IOU in the Southeast U.S. that has led to multiple grid connected energy storage projects.  Joe holds a B.S. in Electrical Engineering from the University of Wisconsin-Madison.

Matt Heimann, Power System Development – West Region – Siemens Energy, Inc.

Mr. Heimann is a Mechanical Engineer focused on supporting the energy transition from conventional generation to renewable alternatives while maintaining viability from a technical and financial perspective. Matt has been with Siemens Energy, a global technology conglomerate, for three years. His purview in the Western US is providing industry leading technology solutions such as battery storage, solar components, green hydrogen and electric vehicle infrastructure to the energy market to drive progress and create alignment with project development.

John Fernandes Senior Consultant – Emerging Technologies, Customized Energy Solutions (CES)

A recognized thought leader in energy storage policy and market development, John brings over a decade of broad experience in the energy industry with time spent at a public utility, the Federal Energy Regulatory Commission, and some of the country’s leading energy storage development companies.  John has operated in every US wholesale energy market and has offered expertise in international markets, including Canada, the UK, Mexico, and Australia.  He has helped shaped policy for numerous states as well as the US Department of Energy.  John has an MBA from the University of Delaware, a Master’s in Public Health from Johns Hopkins University, and is a guest lecturer for the University of Colorado at Denver Global Energy Management Program.

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.

  • 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

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