Electric Distribution System Planning & Optimization

Electric Distribution System Planning Fundamentals

May 2-4, 2023 | Online :: Central Time

“The most complete distribution knowledge training for any new or experienced engineer.” Asset Management, Puget Sound Energy

“This was a great course, great information on distributed generation integration!” Distribution Tech, Midstate Electric Coop

“A good event to hear about experiences from people in the same industry and transformations that are occurring in the sector.” Delivery System Planner, Alliant Energy

“Informative course on incorporating many facets (system planning, cost analysis, generation, and system reliability) of the electric utility industry in a compact, concise presentation.” Distribution Technician, Midstate Electric Cooperative

Optimizing distribution system assets is a more difficult task as distributed energy resources become a bigger player on the distribution system. Analyzing load data is essential to developing an effective forecast.

This 2.5 day course provides a deep dive into traditional distribution system planning practices as well as modern trends and future considerations. Attendees will learn, through practical examples and case studies:

  • Capacity planning solutions (short term planning)
  • Spatial analysis and the effects of higher distribution voltages (long term planning)
  • Distributed generation
  • Accounting for the effects of energy storage, including EVs, and how to model accordingly
  • Capital project justification and the consideration of risks associated with alternatives

This is a “must attend” course for anyone involved with distribution systems planning, secure your seat today!

Learning Objectives

  • Review the load data industry trend – history, present day, tomorrow
  • Discuss system growth – existing customer vs. new business
  • Identify sources of load profile data
  • Review load forecasting rules of thumb and other assumptions
  • Assess calculating loss of life due to overload for critical equipment
  • Discuss the effect of system losses with regard to voltage profile and power quality
  • Review options to resolving capacity issues
  • Identify long term planning for substation location and capacity
  • Review distributed generation classifications
  • Discuss sustainability of solar generation
  • Review energy storage systems
  • Discuss integrating distributed energy resources
  • Define microgrid, characteristics and applications


Tuesday, May 2, 2023 : Central Time

8:45 – 9:00 a.m.
Log In and Welcome

12:00 – 12:30 p.m.
Lunch Break

9:00 a.m. – 4:30 p.m.
Course Timing

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


9:30 – 10:00 a.m. :: Electric Distribution Planning Overview

  • Electric Distribution – Definition & Function
  • Industry Background & Trends
    • Bulk Generation & Distributed Energy Resources

10:00 – 11:00 a.m. :: Introduction to Distribution Planning 

  • Definitions & Function of Planning

11:00 a.m. – 12:00 p.m. :: Introduction to Load

  • Estimating Load
  • Load Diversity
  • Load Metrics
  • Load Types and New Loads
  • Calculating System Losses

12:00 to 12:30 p.m. :: Lunch Break

12:30 – 1:00 p.m. :: Load Data Collection & Analysis

  • Sources of Load Data
  • Importance of Accurate Load Data

1:00 – 2:30 p.m. :: Load Forecasting

  • Accurate Model of Existing Load
  • Past Load Growth
  • Adjusting Load Records for Weather Variation
  • Growth Trends

2:30 – 3:30 p.m. :: Resolving Capacity Issues – Short Term Solutions

  • Phase Balancing
  • Transfer of Load
  • Adding Volt/VAR Equipment
  • Reconductoring

3:30 – 4:30 p.m. :: FAQ’s by Course Attendees


Wednesday, May 3, 2023 : Central Time

8:45 – 9:00 a.m.
Log In and Welcome

12:00 – 12:30 p.m.
Lunch Break

9:00 a.m. – 5:00 p.m.
Course Timing

9:00 – 10:30 a.m. :: Spatial Forecasting

  • Definitions
  • City Zoning
  • Load Density

10:30 a.m. – 12:00 p.m. :: Equipment Loading & Ratings

  • Power Transformer
    • Estimating Loss of Life
  • Conductors & Cables
  • Substations & Feeder

12:00 to 12:30 p.m. :: Lunch Break

12:30 – 2:00 p.m. :: Impact of Distributed Generation (DG)

  • Potential DG Issues
    • Voltage Control
    • Overcurrent Protection
    • Flicker
    • Islanding

2:00 – 3:30 p.m. :: Focus on Solar Generation Impact

  • Load vs. Solar Generation Plots
  • High Penetration Roof Top Solar

3:30 – 4:30 p.m. :: Energy Storage

  • Battery Storage
  • Pumped Hydro
  • Electric Vehicle to Grid

4:30 – 5:00 p.m. :: Demand Response (DR)

  • Definition & Benefits
  • Commercial/Industrial DR Programs
  • Residential DR Programs


Thursday, May 4, 2023 : 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. :: Self Healing Distribution Systems

  • Benefits of Alternate Source on Distribution Circuits
  • Recloser Loop Schemes
  • Coordination of Overcurrent Devices
  • Restoration Software for DMS Systems

10:30 a.m. – 11:00 a.m. :: Introduction to Microgrids

  • Definitions & Benefits
  • Types of Microgrids

11:00 a.m. – 12:00 p.m. :: Justification of Capital Projects

  • Time Value of Money
    • Future Worth
    • Present Worth
    • Types of Cost

12:00 p.m. – 12:30 p.m. :: Wrap Up – Questions and Discussion



David Farmer, Engineering Supervisor of Renewables, Advanced Energy

David is the Engineering Supervisor of Renewables at Advanced Energy in Raleigh North Carolina.  In this role he leads a team responsible for ensuring the safe and reliable interconnection of renewable energy resources to the grid.  He has four decades of experience in the utility industry working with investor-owned, cooperative, and municipal utilities.  His experience includes power delivery planning, load forecasting, reliability, operations, and renewable resource planning and integration.  Mr. Farmer holds a BS in Electrical Engineering from West Virginia University Institute of Technology and is a licensed professional engineer in multiple states. 

Jerry Josken, Senior Consultant and Instructor, EUCI

Jerry holds a BS in Electrical Engineering Technology from the Milwaukee School of Engineering and an MBA from North Central College. During his 30+ year career with Eaton’s Cooper Power Systems, Jerry served in a variety of engineering capacities. Past leadership positions include Chair of IEEE Rural Electric Power Conference (2012) and GLEMS Distribution Equipment/Controls (2013-2014). Currently, Jerry develops and conducts professional development programs on various power delivery topics for EUCI.

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.




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 1.8 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: 21.0
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group Internet Based
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. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org


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


Electric Distribution System Planning Fundamentals

May 2-4, 2023 | Online
Individual attendee(s) - $ 1995.00 each

Volume pricing also available

Individual attendee tickets can be mixed with ticket packs for complete flexibility

Pack of 5 attendees - $ 7,980.00 (20% discount)
Pack of 10 attendees - $ 13,965.00 (30% discount)
Pack of 20 attendees - $ 23,940.00 (40% discount)

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 March 31, 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


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