Serving the energy industry for over 30 years
By - Jon Brown

Electric Vehicles 101
An Energy Industry Primer on EV Planning, Integration, & Maximizing the EV Opportunity
April 16-17, 2020 | Online :: Mountain Time (MT)

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This is an Online Course. In lieu of recent developments with COVID-19, for the health and safety of our speakers and attendees, we have decided to move many of our events to Online Courses.

American consumers and policy makers are increasingly seeing EVs as a vital part of achieving sustainable transportation and emission reduction goals of greenhouse gases and other pollutants.  The EV industry is growing at an astounding pace, as major automobile manufacturers increasingly develop new electric car products, and overall affordability for EVs is increasing to allow for more consumers to purchase EVs than ever before.

This course will provide a thorough primer on Electric Vehicles (EVs), with a special emphasis on the relevance of the rapidly growing EV industry to utilities and the energy industry.  It will deliver insight into the technologies that make EVs possible, real-world cost and performance, comparing them to traditional vehicles.  Attendees will gain an awareness of the overall EV marketplace, relevant policy measures and trends, charging/charging infrastructure, and learn about overall challenges and opportunities the EV industry presents for the energy industry. There will be technical sessions addressing power related issues, load forecasting, strategic planning, and utility case studies related to EV program design, product development, and rate design.   It will untangle the complex issue of vehicle to grid integration (VGI), detailing the technical and economic challenges that EVs impose on electricity grid operations, and the relationship of EVs to renewable energy. 

Learning Outcomes

  • Discuss a brief history of EVs & their status today
  • Review the environmental benefit of EVs & their growing importance in climate change and clean energy policies
  • Describe 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
  • Describe how utilities are structuring rate design, demand charging & customer programs for EVs
  • Evaluate elements of effective design for utility EV programs & EV product development
  • Analyze EV charging technologies, considerations for access and efficiency, and charging analytics
  • Review charging infrastructure planning & deployment case studies
  • Assess how to successfully plan for EV charging infrastructure to meet policy goals through modeling tools & program design
  • 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



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 1.0 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

PowerPoint presentations and case studies will be used in program.


Thursday, April 16, 2020

8:00 – 8:30 a.m. :: Login and Welcome

8:30 – 9:45 a.m. :: The Rise of the Electric Vehicle (EV): A Key Disruptive Technology in the Clean Energy Era

  • A brief history of EVs
  • How the EV is transforming the traditional automobile industry
  • The environmental benefit of EVs
  • Federal, state, and local regulations and how they interact with one another
  • The role of EVs in state and federal policy
    • Regional climate action plans
    • Electrification initiatives
  • Where EV policies are emerging
  • EVs and renewable energy
  • EV Technologies, types & brands
    • Foundational characteristics & concepts of an EV
    • Types of EVs, their parts & functions
    • Comparison of combustion engine, hybrid and electric
    • Type of emission and fuel use
    • Efficiency, speed/acceleration, maintenance, mileage, cost

9:45 – 10:00 a.m. :: Morning Break

10:00 – 10:30 a.m. :: Total Cost of Ownership Assessment for Electric Vehicle (EV) Adopters

  • Analysis of cost efficiency of EVs compared to conventional vehicles
    • Purchase cost
    • Registration tax
    • Vehicle road tax
    • Maintenance
    • Tires and technical control cost
    • Insurance cost
    • Battery leasing
    • Battery replacement
    • Fuel and/or electricity costs
  • Fleet owners cost assessment
  • Commercial & Industrial (C&I) owner cost assessment

10:30 – 11:15 a.m. :: The Electric Vehicle (EV) Marketplace & Consumer Trends

  • The electric vehicle (EV) car market
    • overview of types of cars, major brands & top market sellers
    • Projections and plans from the auto manufacturer industry
  • Consumer trends
    • Consumer purchasing trends to date
    • Emerging trends
    • Consumer education & awareness on EVs

11:15 a.m. – 12:00 p.m. :: Electric Vehicles (EVs) & Utilities: Impacts and Opportunities

  • Impacts of EVs for utilities and the energy industry – now and in the future
  • Understanding the utility-EV opportunity
  • Strategic planning for EVs:
    • Evaluating grid impacts
    • Load forecasting
    • Charging infrastructure management
    • Informing rate design
  • Trends in utility EV program design
  • Optimizing the utility’s role in the EV landscape

12:00 – 1:00 p.m. :: Lunch Break

1:00 – 2:15 p.m. :: Electric Vehicle (EV) Charging & Analytics

  • 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

3:00 – 3:15 p.m. :: Afternoon Break

3:15 – 5:00 p.m. :: Utility Charging Infrastructure Planning for Electric Vehicles (EVs)

  • Overview of EV Infrastructure
  • 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
  • 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

Friday, April 17, 2020

8:30 – 9:45 a.m. :: Vehicle Grid Integration (VGI)

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:

  • Benefits of VGI:
    • Supporting customers needs at times that are beneficial to the grid
    • Support for utilities and grid operators with grid balancing services
    • Optimization of available use of power on the grid
  • Analysis of EV use profiles, benefits, and battery life
  • Optimizing VGI dynamics to ensure
    • Lower customer rates
    • Utilization of higher proportions of renewable energy
    • Efficient use of EVs as grid assets
  • Policies that incentivize VGI technology solutions
  • Needs for grid interoperability standards
  • Evaluating grid services technology opportunities

9:45 – 10:00 a.m. :: Morning Break

10:00 – 11:45 a.m. :: Utility Electric Vehicle (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
    • Fleet electrification adoption
      • Charger options to help expand EV market
      • Infrastructure preparedness strategies
    • Planning, operating & managing EVs on the grid
    • Optimizing charging processes & rate design

Long-term assessment & analysis of EV

11:45 a.m. :: Program Adjourns


Andrew Dillon/ Senior Principal/ West Monroe Partners

Andrew Dillon is a Senior Principal at West Monroe Partners, where he leads the DER Interconnection solution platform.  He has more than 20 years’ experience focusing on grid modernization technologies, most recently managing a project to introduce DER interconnection processes to EV charging infrastructure.  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.

Stacey Simms/ Senior Portfolio Manager – EV Fleet Strategies / Xcel Energy

Stacey Simms works at Xcel Energy as a Senior Portfolio Manager in EV Fleet Strategies.  She is responsible for the development and deployment of programs and strategies for the electrification of the transportation sector, focusing on fleets and mass transit.   She works to achieve Xcel Energy’s goals to decrease the carbon intensity of the transportation industry, further promote the transition to a carbon free energy future and keep customer bills low.  She currently helps manage and support an Electric Vehicle (EV) assessment program and EV Supply Equipment (EVSE) assessment and construction program in MN, programs which will be deployed in future to all of Xcel Energy’s service territories.

Nigel Zeid/ Electric Vehicle Specialist & Educator/ Nissan

Nigel Zeid has worked at Boulder Nissan since 2007.  Over the last 12 years, he has evolved from a car salesman into an ecumenical electric vehicle (EV) educator and pollinator.  He is actively involved in EV regional policy and industry discussions and initiatives.  Nigel is a top salesman at Nissan and is passionate about helping others along the EV road.  He is originally from London and taught animation there for a decade before beginning his career in EV sales.

Shelly Hagerman/ Principal/ West Monroe Partners

Shelly Hagerman is a Principal in West Monroe’s Energy & Utilities practice. She has over 9 years of related research and project experience in distributed energy resources (DERs) and EVs. Shelly helps clients understand complex problems using advanced modeling capabilities with business case analysis. Since joining West Monroe, Shelly developed Excel and MATLAB models to examine how various rate structures and policies affect DERs, developed Electric Vehicle Fleet Total Cost of Ownership tools for multiple utilities, and developed multiple robust business cases for new technology adoption and system replacements. Shelly has supported previous EUCI events, including a 3-hour workshop on energy storage technologies and applications. Shelly’s recent speaking engagements include guest lectures on DERs economics and conference presentations on DERs, Grid Modernization, and Transportation Sustainability.

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.


Stephen Collins/ Strategic Projects Advisor – eMobility/ Southern California Edison

Stephen Collins is currently a Strategic Projects Advisor to the Director of eMobility at Southern California Edison (SCE).  In this position, he works to ensure SCE meets its goals of supporting over 7 million electric vehicles and 200,000 electric trucks and buses on California’s roads by 2030.  In this position, he focuses on T&D connections, technology innovation, customer service and business strategy. He previously worked as a Vice President of Product Development at Clearwater Holdings, Ltd., where he managed the production of the first field demonstration unit of a new family of electric motor and generator designs.  Prior to that, he worked as an Engineer at SCE, focusing on DERs in the Advanced Technology Group. 

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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