By - Jon Brown

Smart Metering 101
March 19, 2018 | Denver, CO

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If this event is of interest you may also be interested in Advanced Smart Metering, March 20, 2018 in Denver, CO.

Smart meters and their associated information technology systems are revolutionizing the way that utilities conduct their business. Advanced Metering Infrastructure (AMI) systems use smart meters at residential, commercial, and industry premises to communicate energy consumption data to the electric, water, or gas company using brief low-level radio frequency (RF) transmission signals. Compared to traditional meters, smart meters provide utility companies, homeowners, and businesses a more flexible system for tracking energy usage and enable a multitude of advanced benefits through a near real-time connection to all its customers, providing actionable information to consumers and utility staff.

This course is designed to provide a practical overview of smart meters for utility and other industry personnel who want to learn more about AMI and smart meters. An in-depth introduction to smart meter technologies will be provided to give the necessary background for all attendees to understand the basic concepts and complexities of smart meters. The overall process for a utility to execute AMI, from building a business case, to vendor selection, to the complex aspects of implementation will be covered. The business transformation and organizational change management aspects that have proven vitally important to project success will be examined in-depth. Lessons learned from the instructor’s experience on hundreds of successful projects will be incorporated throughout.

Learning Outcomes

  • Explain the functionality of smart meter technology
  • Discuss the background of smart meters so attendees can understand the basic concepts and complexities
  • Explain the business transformation and organizational change management aspects that are necessary for a project’s success
  • Discuss how customers benefit from smart meters
  • Explain the implementation process and how to make it successful



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 0.8 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 course to be eligible for continuing education credit.

Instructional Methods

Case Studies and PowerPoint presentations will be used in this course.


Monday, March 19, 2018

8:00 – 8:30 a.m. :: Registration & Continental Breakfast

8:30 a.m. – 5:00 p.m. :: Course Timing

12:00 – 1:00 p.m. :: Group Luncheon


  • Smart Meters Basics
    • What is a Smart Meter?
    • AMI (Advanced Metering Infrastructure)
    • State of the Industry
  • The Business Case
    • Building the business case
    • Identifying and valuing benefits & costs
  • System Implementation Roadmap
    • Implementation Planning Effort
    • Integrations across the Enterprise 
  • Vendor Selection
    • Selecting the best vendor for your needs
    • How to decide on one or multiple requests for proposals
  • Project Team Organization
    • Identifying and selecting the internal team players
    • Putting the organization structure in place
    • Managing the executive relationship
  • Business Process Transformation
    • What business processes are impacted by AMI
    • How life will be different for utility operations
    • Developing the “to-be” utility model
  • The Consumer Element
    • Educating the consumer
    • What business processes are impacted by AMI
  • The Critical Start
    • Starting the implementation phase
    • Developing the project baseline
    • Avoiding costly errors and setbacks
  • The Science of Implementation Success
    • Governance model
    • Project Execution Plan
    • Project Schedule
    • Risk & Issue management
    • Configuration management
    • Vendor management
  • Organizational Change Management
    • Developing employee buy-in
    • Training and Reinforcement
  • The Art of Implementation Success
    • Leadership & Vision
    • Team Morale
    • Communication
    • Negotiation and Conflict Management
  • Transition & Ongoing Operations
    • Developing the transition plan
    • Knowledge transfer


Jim Ketchledge, President and CEO, Excergy Corporation

Mr. Ketchledge is a certified PMP, is one of the most experienced and successful AMI and Smart Grid project managers in the industry and the founder of Excergy Corporation. He has built a career around successfully delivering highly complex and multidimensional projects ranging from space satellite systems to electrical utility Smart Grid projects. With more than 30 years of experience, he is a recognized leader in the utility industry who has helped dozens of clients from the early stages of projects through to “go-live.” He has melded project management skills, deep technical and engineering expertise, along with people and change management skills to manage all aspects of intricate implementations. His experience includes leading one of the very first Meter Data Management System (MDMS) implementations in the industry, deploying many complex utility projects, and rescuing troubled projects for various utilities. His project management work has contributed significantly to projects that have won industry awards for outstanding performance.

Mr. Ketchledge joined GE at the start of his career and was selected for the Prestigious Edison Engineering program where he was a finalist for the Young Engineer of the Year in 1991. He then progressed through various engineering and management leadership positions at Hughes Electronics, Convergent Group, and Enspiria Solutions, where he helped grow the start-up business from inception to successful acquisition by Black & Veatch in 2010. He has authored many articles and is a utility conference fixture with highly rated workshops and courses. His 2015 book, “Successful Smart Grid Implementation,” is the definitive guide on smart grid project development and implementation. Jim holds Masters and Bachelor degrees in electrical engineering from Drexel University and Syracuse University, respectively.

Lynn Adams, Vice President and Executive Consultant, Excergy Corporation

Ms. Adams provides business and management consulting services to clients as they integrate business strategy with operational demands. With more than 25 years of experience in the consulting / utility industry in both energy and water sectors, her work encompasses strategy development and business consulting for various clients, as well as sustainability and stakeholder engagement. Clients have recognized her ability to impact direction and create enduring strategy. Ms. Adam’s book, The Art of Strategic Leadership, provides a practical planning guide and approach to lead organizations through uncertain times that includes overall strategic direction and practical execution plans.

Prior to joining Excergy in 2013, she served in a variety of positions during her near 20-year tenure at R. W. Beck / SAIC including Vice President for the Utility Business Consulting practice and on the Board of Directors of R. W. Beck. She holds a Bachelor of Science in Communications and a Certificate in Change Leadership, both from Cornell University.

Mark Hatfield, Executive Consultant, Excergy

Mr. Hatfield brings 25 years of experience in utility operational technologies. His wide-ranging expertise includes project management, strategic visioning, business process modeling, requirements definition, business case development, vendor selection, integration and implementation planning, system configuration, deployment strategies, and project audits. Mr. Hatfield specializes in providing consulting and architecture support for the acquisition, deployment, integration and implementation of Smart Grid, meter data management, field automation, mobile workforce management, and geospatial systems for gas, water, and electric utilities. He holds Masters and Bachelor degrees in Geography from the University of Illinois and the U.S. Air Force Academy, respectively.

Joel Westvold, Executive Consultant and Sr. Program Manager, Excergy

Mr. Westvold brings a unique perspective to addressing smart grid issues facing utilities based upon his 30 years of experience implementing programs at utilities and providing technology solutions to utility customers. He has experience in a senior management capacity for a large electric utility as well as executive management experience with a technology solutions provider to the utility industry. During his 20-year career at Portland General Electric, Joel led a team that implemented an award winning AMI project that involved the installation of over 800,000 electric meters, the network to communicate with the meters and integration of the technology with utility systems to gain the most financial benefit and efficiency possible. In his role with a technology provider prior to joining Excergy in 2015, he led teams of engagement directors and project managers in the delivery of nearly a hundred smart grid projects, including an area of focus on several large projects of over 1 million meters/endpoints. Joel is passionate about doing everything possible to see clients succeed in their smart grid projects. Mr. Westvold brings a number of skills ranging from project management, engineering expertise, strong people management, and communications at all levels within the organization to assure that success is achieved. He holds an Executive MBA from the University of Washington and a B.S. in Chemical Engineering from Oregon State University.


EUCI Office Building Conference Center
4601 DTC Blvd, B-100
Denver CO, 80237

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Hyatt Place Denver Tech Center
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Greenwood Village, CO 80111
0.9 miles away
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Other Nearby Hotels

Hyatt Regency Denver Tech Center
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Phone: 303-779-1234
0.3 miles away

Hilton Garden Inn Denver Tech Center
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Denver, CO 80237
Phone: 303-770-4200
0.6 miles away

Denver Marriott Tech Center
4900 S Syracuse St
Denver, CO 80237
Phone: 303-779-1100
0.7 miles away


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