ISO Market Settlements

Best Practices for ISO, Bilateral, Contract, & Transmission Settlements

February 8-9, 2023 | The Woodlands, TX :: Central Time

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“This is a great way to orient staff on the RTO/ISO settlements space. EUCI is incredibly talented at putting together groups of individuals with similar interests and goals.” Manager of RTO Settlements, The Energy Authority

“Very informative conference. All presentations were relevant to me. Learned a lot in two days.” Settlements Manager, GDF Suez NA

“I highly recommend this conference.” Management Assistant, San Francisco Public Utilities Commission

“Great opportunity to network with other ISO settlements professionals from around the country and learn current best practices.” Manager, PG&E

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“This is a unique conference that allows you to converse with all of the ISOs as well as other settlements groups.” Manager – Market Ops Accounting, Xcel Energy

“A learning ground.” Principal Manager – Settlements, SCE

“Excellent opportunity to compare and contrast various RTO markets; gain insights to future process improvements in your area of expertise, and network with those who can provide feedback and support in the future.” Supervisor – Electric Settlements, WPS

“Well managed event!” Director – Business Development, MCG Energy Solutions

“A good forum to bring fresh ideas and discussions around the settlements world.” Portfolio Analyst, Duke Energy

“Outstanding forum for communication between ISOs and market participants for all ISO markets.” Manager – Market Operations Accounting, Xcel Energy

“Others share in your obstacles; come, hear and share solutions.” Managing Supervisor, Ameren

“Informative and engaging. The material was well prepared and diverse in scope.” Will Amos, Senior Power Coordinator, OG&E

“It was interesting to get viewpoints from several RTOs on a wide range of topics. “ Senior ISO Settlement Analyst, Westar Energy

“A very productive conference that provided valuable information and a great opportunity to network.” Integrated Market Coordinator, Kansas City Board of Public Utilities

“Great of settlements from a wide perspective ranging from RTOs to market participants and vendors.“ Utility Specialist, San Francisco Public Utilities Commission

“These folks know how to put on a conference — well done!” Settlement Analyst

“In addition to being a great networking opportunity, the ISO Settlements Summit provides information and context that is hard to obtain over the phone or at market meetings.” Product Marketing Manager, Hartigen

“Great variety of topics and speakers in addition to meeting people from across the entire country.” Supervisor – ISO Settlements, Constellation

“Face-to-face conversations are a great way to learn and possibly improve your own best practices.” Senior Operations Analyst, Puget Sound Energy

“This is a great conference for anyone wanting to learn about what is happening with the ISOs across North America — a great learning opportunity.” Senior Manager – Market Settlements, IESO

“EUCI offered a wealth of settlements knowledge through a well-organized and executed Settlements Summit.” Senior Manager – Settlements, Ontario Power Generation

“Excellent insights on current and future ISO settlement issues.” Director – Electric Supply & Trading, WGL Energy

“My first but definitely not my last EUCI Settlements Summit. Speakers are effective and knowledgeable, and topics are applicable to the job.” Energy Analyst, Arizona Public Service (APS)

“Informative and thought-provoking.” Director – Settlements Structured Transactions, Brookfield Renewable

“The EUCI Settlement Summit is a great event to meet and collaborate with all the ISOs and other MPs to open a dialogue and start solving challenges for both sides, from data, analysis to reporting and invoicing.” Analyst, Brookfield Renewable

“Open environment and multi-market focus allows MPs to check their vision with colleagues’ approaches while also adding to one’s dynamic approach to settlement responsibilities.” Managing Director – Settlements, ACES

“Settlements Summit is a very relevant and informative session that gathers the best of the energy industry for thoughtful discussion and exchange of ideas and best practices.” Senior Manager – Southern California Edison

“Program was fantastic from the perspective of an IPP asset manager looking to understand market systems/settlements at a broader level. Takeaways help inform future automation efforts to improve our data quality and shadow settlement capabilities.” Asset Manager, EDF Renewables

This conference will examine the systems and processes associated with the ever-changing landscape of wholesale electricity (ISO) market settlements.  Particular emphasis will be placed on how the ISOs and market participants are optimizing their settlement systems to properly value and settle renewable energy resources, DERs and storage. 

Attendees of this two-day conference (plus full-day workshop) will join a deep panel of experts as they address:

• How power organizations and system operators across North America are engineering their settlements design to accurately reflect system operations
• How ISOs and market participants are adapting their settlement processes and staff to accommodate significant changes to the post-COVID workforce structure
• And much more!

Learning Outcomes

Attendees will hear presentations and engage in discussions that will allow them to:

• Examine the leading settlement issues from ISO/RTO staff perspectives
• Apply settlement analysis to drive profits and improve operations
• Evaluate optimum methods for accelerating settlement timelines
• Assess settlement requirements necessitated by the shifts in current operational practices to variable resources (e.g., increasing renewable energy penetrations, energy storage, demand response) vs. more traditional resource baseload-oriented market designs
• Evaluate methodologies, challenges and resource allocation decisions associated with closing market participants’ monthly “financial book”
• Discuss methods for optimizing the statement validation and disputing process
• Identify challenges, lessons learned and best practices of market participation shadowing of ISO/RTO settlements
• Explore how the new balancing (EIM/EIS) and bilateral (SEEM) markets settlement process may influence future ISO settlements processes

Wednesday, February 8, 2023 : Central Time

 

9:00 – 9:30 a.m. :: Overview and Introductions

9:30 a.m. – 12:30 p.m. :: Considering ISO/RTO Settlement Departments’ Current and Up-and-Coming Changes and Challenges

This introductory segment will feature settlements staff and SMEs from the various ISOs discussing developments and salient aspects of their markets – past, present and future – including:

• FERC orders
• ISO-specific market measures
• Technology and system process refresh

Participating ISOs/RTOs

CAISO – James Lynn, Senior Advisor – Market Settlement Design

IESO – Richard Zaworski, Senior Manager – Market Settlements

ISONE – Shannon Carey, Director – Market Analysis & Settlements

MISO – Lynn Hecker, Director – Settlements

NYISO – Chris Russell, Senior Manager – Customer Settlements

PJM – Susan Kenney, Manager – Market Settlements Development

SPP – Brent Wilcox, Manager – Settlements

12:30 – 1:30 p.m. :: Lunch Break

1:30 – 3:00 p.m. :: Lessons Learned on Bidding & Settlement for Energy Storage Resources

Over the next 5-10 years, the US will see a rapid growth of Energy Storage Resources (ESR) due to FERC Order 841 and Investment Tax Credits. This panel session will cover:

• Lessons Learned with bidding ESRs into ISO/RTO markets
  • Defining ESR capabilities (Max Charge/Discharge Capabilities, Storage Volume, Round-trip Efficiency)
  • Bidding ESRs into Day-Ahead and Real-Time Markets
  • Should ESRs be used to provide Energy and/or Ancillary Services?
• Processing market settlements for ESRs in ISO/RTO markets
  • Submitting meter data for ESRs
  • Key settlement charge codes for ESRs
  • Do ESRs qualify for make-whole payments?

Steve White, Lead Analyst – Settlements, Southwest Power Pool (SPP)

Daric Moenter, Manager – Market Settlements, Midcontinent ISO (MISO)

Khai Le, Senior Vice President, PCI Energy Solutions

3:00 – 3:15 p.m. :: Afternoon Break

3:15 – 4:45 p.m. :: Analyzing P&L and Plant Performance Data for Diversified Generating Portfolios

As renewable and new technologies (e.g., batteries, DERs, VPPs) are added to a more traditional generating portfolio, market and settlements operations can be challenging to operate efficiently. The use of newer software technologies that allow the visualization of the generating portfolio performance is increasingly strategically important. This segment will review the need to be able to dynamically view operations data from multiple sources simultaneously, whether in an ISO or non-ISO context. It will also discuss the need to review the portfolio from a daily view and drill down into individual generator data at the 5-min level, as well as using operational data to support ISO/EIM disputes and how to understand if the portfolio or individual generators are profitable. A case study provided by CAISO-participant Southern California Edison (SCE) will illustrate how the principles and tools work together.

Alishan Mansourian, Senior Manager – Energy Settlements and ISO Market Analytics, Southern California Edison (SCE)

David Dan, President, Power Settlements

4:45 p.m. :: Program Adjourns for Day

 

Thursday, February 9, 2023 : Central Time

 

9:00 – 10:30 a.m. :: Challenges Facing Industry vis-à-vis Settlements – and What to Do About Them

• Workflow Management
  • Recruiting staff
  • Training
  • Distributed workforce and collaboration coordination
  • Data volume, management, analysis and storage
  • IT, Cybersecurity
• Systems & Processes
  • Renewable resources – market settlements of contracted resources instead of the more traditional paradigm of MP-owned resources
  • DERs and other BTM + aggregated resources
  • Supplier engagement and support

Henry Chu, Senior Analyst, Dairyland Power Cooperative

Reggie Holiday, Manager – Settlements, Pattern Energy

Shannon Carey, Director – Market Analysis & Settlements, ISO New England

Chris Russell, Senior Manager – Customer Settlements, New York ISO (NYISO)

Daric Moenter, Manager – Market Settlements, Midcontinent ISO (MISO)

10:30 – 10:45 a.m. :: Morning Break

10:45 a.m. – 12:15 p.m. :: Cloud-Based vs. On Premise: Points to Consider for Settlement Software Solutions

Today’s virtual and semi-virtual workplaces present many new challenges for employers, and the power settlements space is no exception.  Before 2020, and now in the post-pandemic era, the new generation of settlement tools are able to be deployed in the cloud vs. the traditional on-premise installation.  Many companies are shifting resources and implementing strategies to deploy any new technologies in the cloud.  There are many points to consider in doing so including, but not limited to:

• Procurement
• Corporate Governance
• Cybersecurity
• Implementation Strategy
• Ongoing Maintenance
• Vendor Support
• Upgrades

This presentation will consider these points and address potential questions upfront that will help market participants understand the challenges ahead as they acquire new tools and even consider moving legacy tools into the cloud.

Paul Chae, Director – IT, Engie Energy North America

Travis Graham, SaaS Operations Manager, Hartigen Solutions

12:15 – 1:15 p.m. :: Lunch Break

1:15 – 2:45 p.m. :: Optimizing Billing & Settlements in the Bilateral and Balancing Markets – Best Practices

As grid operating requirements stretch power system resources and reliability in parts of North America not within an area served by an ISO/RTO, regional pacts have formed to satisfy some of the resource sharing needs without expanding into a full-blown transmission system operator.  Members of the CAISO Western Energy Imbalance Market (WEIM) and the SPP Western Energy Imbalance Service (WEIS) will discuss how they have adapted existing accounting and billing processes – often integrating them with new technology solutions – to reconcile and validate operating characteristics, assign their corollary settlements, and fulfill the scheduling/clearing/billing requirements of the resource-sharing system.

Dr. Rasa Keanini, EIM Settlements Product Owner, Bonneville Power Administration (BPA)

Tessa Venetz, Manager – Market Operations, Xcel Energy

Ken Lyons, Leader – Organized Market Settlements & Compliance, Arizona Public Service

2:45 – 3:00 p.m. :: Afternoon Break

3:00 – 4:00 p.m. :: Back Office Reporting & Settlement Functions On the Horizon that Could Swamp Your Staff

Looming “just under the radar” for any independent power producer, utility, and ISO market participant serving load – including commercial, corporate (PPAs) or residential customers – is an important “Scope 2” emissions reporting requirement that will have significant implications for back office accounting and settlements teams.  In this segment, Entergy will describe its involvement in a cross-section of renewable energy industry specialists operating under an international timeline to develop protocols for advancing decarbonization outcomes. It will describe the process soon to be implemented and imposed that will mandate a granular breakdown of the load profile, generation profile and emissions rate applicable to an entire fleet of resources – coal, nuclear, gas, solar, wind, etc. – and the impact on all power providers serving any load.

Ryan Gay, Manager – SPO Settlements, Analysis & Reporting, Entergy Services

4:00 – 5:00 p.m. :: The Application of Robotics Process & Automation (RPA) to Settlements

Many business units are implementing an emerging technology practice called robotic process automation (RPA) to streamline enterprise operations and reduce costs. With RPA, businesses can automate mundane rules-based business processes, enabling business users to devote more time to serving customers or other higher-value work. That’s exactly what UMPA has done to improve its accuracy, efficiency and timeliness for settling its power transactions at month’s end, when the settlements process kicks into gear. This segment will detail what the utility has done to implement RPA and what is “in the cards” going forward, especially with respect to its role in power settlements.

Jake Chrisman, Vice President – Energy Operations, Utah Municipal Power Agency (UMPA)

5:00 p.m. :: Adjournment

Billing and Settling Complex Contracts

Friday, February 10, 2023 : Central Time

With the recent passage of the Inflation Reduction Act, the surge of renewable power coming online in the next several years will require much more of billing and settlement systems to accommodate the associated increase in PPAs, EMAs, transmission and tolling contracts. Additionally, it is likely that the complexity of these contracts will increase, as managing them in spreadsheets will no longer be practical, auditable, nor secure. This workshop will provide attendees with a detailed look at what various solution providers offer to satisfy the new requirements to track and settle these complex contracts

Learning Outcomes

• Identify the types of periodic accounting and reporting challenges
• Distinguish how allocation protocols affects the various types
• Discuss some of the current allocation practices
• Assess how technical solutions are being used to more effectively allocate billing and settlement invoices
• Illustrate, through case studies, how allocation challenges are being addressed by different software solution

 

Agenda

9:00 – 9:20 a.m. :: Overview & Introductions

9:20 – 10:45 a.m. :: Survey of Complex Contracts & Settlement Requirements

10:45 – 11:00 a.m. :: Morning Break

11:00 a.m. – 12:15 p.m. :: Power Settlements 

Power Settlements is the market leader in helping energy companies to generate or settle these types of complex contracts.  We have experience modeling complex transmission invoices, shadowing PPA and tolling agreements and many other types.  Join us as we review practical solutions for how to settle these types of contracts and review the types of data, automation, approvals and reporting that will help a company to get off spreadsheets and on to a scalable, cutting-edge software platform, SettleCore^TM.

12:15 – 1:15 p.m. :: Lunch Break

1:15 – 2:30 p.m. :: PCI Energy Solutions

PCI Energy Solutions provides a powerful contract-settlements platform to validate complex bilateral-transaction invoices, purchase-power agreements for renewable assets (wind, solar, and storage) and transmission invoices from transmission-service providers.   PCI will cover the full contract-settlements workflow, from invoice downloads, settlements validation, to month-end reporting, closing, and sending financial data to general ledger.

2:40 – 4:00 p.m. :: Hartigen Solutions

Hartigen’s flagship product, PowerOptix®, is a single platform that delivers bid-to-bill functionality for North American power markets.

Leveraging its patented architecture, PowerOptix® allows users to model complex contract terms and calculations, transforming those outputs into the pixel perfect settlement invoices and supplemental reports needed to satisfy counterparties and stakeholders.  This session will demonstrate how complex contract settlement in PowerOptix® is achieved by automating operations from front to back office and scaling this process to make on-boarding new contracts and arrangements efficient for all parties.

Michael Canto, Vice President – Services, Hartigen Solutions

Michael Canto is Vice President of Services at Hartigen Solutions.  He has been with the firm since 2015.  Mr. Canto works exclusively on settlement implementations of company’s software and custom reporting solutions for clients.  He has extensive knowledge of North American RTO Settlements and has been in the RTO/ISO and bilateral markets space for some 15 years.  He has managed multi-faceted settlement teams across SPP, PJM, MISO, & CAISO and his specialties include after-the-fact analysis, settlement and accounting, process optimization, and reporting structures.  Mr. Canto received a Bachelor of Arts degree in Economics from the University of Florida.

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Shannon Carey, Director – Market Analysis & Settlements, ISO New England (ISO-NE)

Shannon Carey is Director of Market Analysis and Settlements at ISO-NE.  She directs the Market Analysis and Settlements (MAS) Department which has four key functions: Market Settlements, Market Operations Support Services (MOSS), Tariff Change Coordination (TCC) and Market Analysis. Shannon joined ISO New England in 1998 as an internal auditor and was promoted to Director in 2006. Prior to working at ISO New England,  she was an auditor with KPMG Peat Marwick, Phoenix Home Life Insurance and an accountant in the United States Army.

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Jake Chrisman, Vice President – Energy Operations, UMPA

Jake Chrisman is Vice President of Energy Operations at the Utah Municipal Power Agency (UMPA). He oversees the power trading and scheduling for UMPA, as well as market analysis, and contract origination.  He also serves as the Chair of the WSPP Operating Committee. Mr. Chrisman obtained both his Bachelor’s degree and Master’s degree in Public Administration from Brigham Young University.

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Henry Chu, Senior Analyst, Dairyland Power Cooperative

Henry Chu is a senior analyst at Dairyland Power Cooperative, which he joined in 2022.  Over his 30-year career in the utility/energy industry, he has spent a majority of that time in settlements.  Mr. Chu started at BC Hydro and its marketing arm POWEREX.  While there, he recovered several million dollars in disputes with CAISO.  In 2003, he joined the Midcontinent ISO (MISO) where he worked in various positions, formalizing the market settlement training at the system operator and as well as in support for the integration of four Southern States.  Mr. Chu was also Senior RTO/ISO Energy Market Analyst at Entergy, where he spent 6 1/2 years.  Most recently he served as Lead Product Manager at Power Settlements, a software and consulting company.

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David Dan, President, Power Settlements Consulting and Software, LLC

David Dan founded Power Settlements Consulting and Software, LLC in 2007, and as president is responsible for setting Power Settlements’ strategic objectives and executing the expansion of the Power Settlements’ bid-to-bill, visual analytics, and energy trading and risk management product lines. He is responsible for designing the business functionality in all of the company’s modules for the western power markets. Prior to starting Power Settlements, Mr. Dan worked at various consulting firms including Deloitte & Touché, where he consulted for many of the ISO participants, including investor-owned utilities, independent generators, power marketers, and municipalities. He first started his career in the ISO/RTO space when he joined the California Power Exchange in 1998, where he was a senior settlement analyst, led the dispute group, and trained market participants on validating their ISO settlement statement charges.

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Ryan Gay, Manager – SPO Settlements, Energy Analysis & Reporting, Entergy Services

Ryan Gay is Manager of SPO Settlements, Energy Analysis & Reporting at Entergy Services.  He assumed that role in 2021, previously serving the utility as its Supervisor of Settlements.  Mr. Gay began in the power industry with Southwest Power Pool in 2006 in the Settlements department under the Energy Imbalance Market implementation.  A couple of years after the EIM implementation, he transitioned to oversee the Transmission Settlements activity within SPP until late 2014, when he joined EDF Energy Services, managing a team of 8 that has activity in each of the North American ISOs.  Mr. Gay received a Bachelor of Science degree in both Computer Information Systems and Finance from the University of Central Arkansas. 

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Lynn Hecker, Director – Settlements, Midcontinent ISO (MISO)

Lynn Hecker is Director of Settlements at the Midcontinent ISO (MISO).  She directs the execution of all MISO settlements activities including transmission and market functions and support the resolution of settlement disputes and Alternate Dispute Resolution.  Since joining the transmission system operator in 2005, she has held other positions such as Senior Manager of Resource Adequacy, Senior Manager for Reliability Transmission Planning, Manager of Economic Transmission Planning and Senior Engineer for Policy & Regulatory Planning.  Ms. Hecker earned a degree in electrical engineering from the Missouri University of Science and Technology and an MBA certificate from the University of Minnesota Carlson School of Management.

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Dr. Rasa Keanini, EIM Settlements Product Owner, Bonneville Power Administration (BPA)

Rasa Keanini is EIM Settlements Product Owner at Bonneville Power Administration (BPA).  During her tenure at BPA since 2009, she has served in many roles for the federal power agency.  Prior to that, she was Senior Economist at Itron and WREGIS Program Lead at the California Energy Commission.  Dr. Keanini earned a B.A. degree in Finance and her M.A. and Ph.D. in Economics from the University of California (Davis).

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Susan Kenney, Manager – Market Settlements Development, PJM Interconnection

Susan Kenney is the recently appointed Manager of Market Settlements Development for PJM Interconnection.  As such, she is responsible for the team that ensures the design, development, implementation and communication of PJM’s billing calculation and reporting systems.  Most recently, Ms. Kenney was the Manager of Markets Automation and Quality Assurance where she stood up a new team to focus on process improvement, automation, and compliance activities for PJM’s Markets Division. Since joining PJM in 2006, she has held various roles in PJM’s Market Operations and Settlements areas focused on major initiatives ranging from reserve market reforms, fast-start pricing, intra-day offers, residual zone

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Khai Le, Senior Vice President, PCI Energy Solutions

Over the past 45 years, Khai Le has conducted more than 750 seminars on market-based operations, trading and bidding strategies, portfolio optimization, and shadow settlement for utilities and ISOs worldwide. He is currently working with market participants in RTO and bilateral markets to deploy the PCI Suite to automate their bid-to-bill, portfolio-optimization, ETRM, and BA-operations workflows. He has authored some 100 technical papers on unit commitment, hydro-thermal coordination, emission dispatch, optimization of ancillary services, post analysis, and short-term planning. Five of his papers received prize awards. Mr. Le received his BS from Harvey Mudd College and his MS from Carnegie Mellon University.  He is a Fellow of the IEEE and a Registered Professional Engineer in Pennsylvania.

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James Lynn, Senior Advisor – Market Settlement Design, California ISO (CAISO)

James Lynn is the Senior Advisor for Market Settlement Design at the California ISO (CAISO). He has some 17 years of experience developing and implementing sustainable complex market policy and infrastructure initiatives into California ISO settlement, including FERC Order 764, settlement timeline redesign, settlement on-boarding for multiple Western Energy Imbalance Market (EIM) participants, and settlement designs for new market products. Mr. Lynn started his career at the California ISO as a Settlement Analyst where he performed daily analytics and adjustment to ensure the quality of the Market Settlement Invoices. Within three years, he moved from analyzing the settlement data to integrating new market and infrastructure policies and initiatives into the settlement system, especially integration of the Market Redesign and Technology Upgrade (MRTU).  Since MRTU integration, he has become critical to the development and integration of new market policy and infrastructure enhancements. Mr. Lynn holds a bachelor’s degree in business administration from John Carroll University. He also holds a master’s degree in business administration from Golden Gate University.

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Alishan Mansourian, Senior Manager – CAISO Settlements and Market Analytics Group, Southern California Edison

Alishan Mansourian is Senior Manager of CAISO Settlements and Market Analytics Group at Southern California Edison. His nearly two decades at SCE have provided diverse experiences within the California energy markets, providing a solid understanding of front and back office analytical requirements.  Through the use of Visual Analytics and feedback channels to front office functions, Alishan and his team have redefined how SCE uses settlements data to reduce costs for the customers.  Prior to SCE, Alishan consulted at Pace Global Energy Services in Farifax, VA where he conducted feasibility studies for Frame 7 combined cycle power projects.  His interest in the Energy Industry began in 1995 at the Armenia office of USAID where he interned while completing his BS in Mechanical Engineering at VA Tech.  Energy Efficiency projects on several ex-soviet facilities (including a beer brewery) in the newly formed Republic of Armenia was the key to his lifelong interest in this ever-evolving industry.

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Daric Moenter, Manager – Market Settlements, Midcontinent ISO (MISO)

>Daric Moenter is Manager of Market Settlements at the Midcontinent ISO (MISO).  He has more than 18 years of energy industry experience across multiple utilities and ISO/RTO markets. His background includes power generation, US fleet asset management, utility-centered analytics, and market settlements.  Mr. Moenter leads the Market Settlements team at MISO and is responsible for the accurate and timely settlement of more than $50B in annual gross market activity.  He received his BS in Mechanical Engineering Technology from Purdue University, his MBA from Oakland City University, and his Business Analytics Certification from the Wharton School.

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David Potts, Founder & President, Hartigen Solutions

David Potts is the Founder and President of Hartigen.  For more than a quarter century, he has led the design, delivery and support of power market software solutions that simplify and automate complex business processes.  Mr. Potts has drafted market protocols, advised customers entering new markets, delivered power market training and created operating procedures for joint-owned generation assets. He is a Baylor University graduate who began his professional career in Ernst & Young’s IT Management Consulting Practice.

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Christopher Russell, Senior Manager – Customer Settlements, New York Independent System Operator (NYISO)

Chris Russell is the Manager of Customer Settlements for the New York Independent System Operator (NYISO).  As such, he is responsible for the timely and accurate settlement of all market participant transactions.  Additionally, he administers the billing and meter data challenge process and has participated in numerous dispute resolution proceedings at the NYISO as well as at the Federal Energy Regulatory Commission (FERC).  Mr. Russell joined the NYISO in 2007 as Supervisor of Market Accounting and was promoted to Manager in July 2009.  Before joining the NYISO, he worked as a Fund Controller for a Venture Capital fund, as a Senior Manager for Federal Home Loan Bank of Boston, and as a Supervisor at Brown Brothers Harriman. Mr. Russell also served as an Officer in the United States Army.  He earned a Master of Business Administration degree from Babson College in Wellesley, Massachusetts, and a Bachelor of Science degree in Business Administrations from Marist College in Poughkeepsie, New York.  He is also a Certified Management Accountant (CMA).

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Justin Shearer, Vice President, PCI Energy Solutions

Justin Shearer actively participates in all phases of solution development, deployment, and consulting for market participants in the CAISO MRTU and WEIM markets.  He has been closely involved with the deployment of the PCI WEIM suite at over 15 WEIM market participants.  Mr. Shearer received both his BA and MBA from the University of Oklahoma.

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Steve White, Lead Settlement Analyst, Southwest Power Pool

Steve White is Lead Settlement Analyst at Southwest Power Pool.  He provides support to the Settlements production team, SPP, staff and working groups. Mr. White leads testing and development efforts, assists in architecture and design of future changes, provides Integrated Marketplace training and is responsible for developing, implementing, and monitoring of the settlements systems and processes.  Recent activities include designing, testing, and implementing a new settlements system as well as the Energy Imbalance Service Market for members west of the DC Ties.  Prior to working for SPP, Captain Steve White served in the Arkansas Army National Guard, where he was awarded the Bronze Star in support of Operation Iraqi Freedom.  He also spent five years working with financial services clients at Acxiom Corporation.  He holds a Bachelor of Science in Marketing/Management from Arkansas Tech University.

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Brent Wilcox, Manager – Settlements, Southwest Power Pool

Brent Wilcox is the manager of Settlements at Southwest Power Pool, joining the system operator in 2011.  As manager of Settlements, Mr. Wilcox is responsible for all market and transmission settlements in the SPP region. He oversaw the SPP market and transmission settlement process for the launch of Integrated System integration, WEIS launch, and was the business owner for the Settlement System Replacement project. Prior to working for SPP, Mr. Wilcox spent almost 20 years working with financial services clients at Acxiom Corporation. He has a Bachelor of Science in Business Administration from the University of Arkansas.

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Richard Zaworski, Senior Manager – Market Settlements, Independent Electricity System Operator (IESO)

Richard Zaworski is Senior Manager of Market Settlements at the (Ontario) Independent Electricity System Operator (IESO).  He has served at the IESO for more than two decades in the areas of metering, reliability assurance and settlements.  Before joining the Ontario system operator, Mr. Zaworski worked at Schneider Electric and Hydro Mississauga Electric Commission.

REGISTER NOW FOR THIS EVENT:

ISO Market Settlements

February 8-9, 2023 | The Woodlands, TX

Buy 4 in-person seats and only pay for 3! For this event every fourth in-person attendee is free!

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RELATED WORKSHOPS:

Billing and Settling Complex Contracts

February 10

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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 February 6, 2023, 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

Credits

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 1.2 CEUs for this event and 0.6 CEUs for the workshop.

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

Course CPE Credits: 14.5 event, 6.5 workshop
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Basic
Delivery Methood: Group-Live
Advanced Preperation: None

EUCI 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 web site: www.nasbaregistry.org

 

Requirements For Successful Completion Of Program

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

Instructional Methods

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

Who Should Attend

This program will appeal to professionals and support staff who support the following functions relating to ISO/RTO market transactions:

• Settlements and energy clearing
• Back office
• RTO/ISO accounting
• Operations accounting
• Transaction accounting
• Tariff billing
• Trading and Power Management
• Market management
• Business controls
• Commercial operations
• Credit
• IT analysis and support
• Financial analysis

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