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Advanced Rate Design for Utilities

Shaping the Future of Utility Rates

December 9 - 10, 2025 Online :: Central Time

As electrification, distributed energy resources (DERs), and evolving customer needs transform the energy system, utility rate design faces unprecedented complexity. Traditional pricing models are no longer sufficient to ensure fairness, reliability, and financial sustainability in this rapidly changing landscape.

The Advanced Rate Design Conference brings together utility leaders, regulators, advocates, and rate design experts to discuss these challenges. Over two days, participants will explore practical case studies, innovative regulatory approaches, and cutting-edge ideas that are shaping the future of electricity rates.

From optimizing Time-of-Use structures, addressing equity for low-income customers, and integrating emerging technologies like solar and EVs, to aligning incentives with utility innovation, this summit offers the tools and insights utilities need to adapt rate design for a clean, equitable energy future.

Register now to gain actionable strategies and collaborate with peers on the next generation of rate design.

Key Topics Include:

  • Behavioral insights comparing opt-in versus opt-out Time-of-Use (TOU) structures and strategies to maximize customer participation
  • Emerging rate models such as subscription pricing, shadow pricing, and dynamic baselines tailored for a DER-dominant future
  • Performance-based regulation and incentive mechanisms that link metrics to measurable grid modernization and reliability outcomes
  • Strategies to evolve rate designs alongside electrification technologies like heat pumps, induction stoves, and electric vehicles
  • Approaches to transform low-income rate discounts into true energy justice tools, leveraging customer affordability and preference data
  • Case studies demonstrating practical implementation of regulatory directives and stakeholder engagement
  • Interactive simulations on customer load profiles incorporating solar, storage, and EV adoption to inform grid planning and fair rate design
  • Innovative rate designs addressing the needs of large load customers, including hyperscale data centers and industrial electrification
  • Regulatory perspectives on upcoming priorities and reforms shaping the next generation of rate design

Learning Outcomes

  • Analyze the key differences and implications of fixed charges, demand-based rates, and dynamic pricing in modern residential electricity rate structures.
  • Evaluate how novel rate designs like subscription rates, shadow pricing, and dynamic baseline rates can effectively balance affordability, grid reliability, and decarbonization in a DER- and electrification-driven energy future.
  • Apply the principles of performance-based regulation and performance incentive mechanisms to design utility business models that promote innovation, align with policy goals, and enhance grid reliability.
  • Discuss how Ameren implements PUC-directed rate design reforms through coordinated internal processes and stakeholder engagement to align utility operations with regulatory and state energy goals.
  • Develop rate designs based on data-driven analysis of customer load profiles integrating solar, storage, and EV adoption to optimize customer behavior, grid reliability, and fairness.
  • Compare insights from low-income and Gen-Z consumers to assess how electricity rate structures impact energy affordability and inform equitable rate design strategies.
  • Explain how time-varying rates can facilitate grid services participation through virtual power plants and demand response programs.
  • Evaluate emerging rate design approaches—such as demand charges, special contracts, and performance-based incentives—to balance the needs of large load customers with equity and grid reliability.
  • Analyze current regulatory priorities and challenges to anticipate emerging trends and innovations in rate design reform across multiple jurisdictions.

Register

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 attendees for 7 days after the event

REGISTER NOW FOR THIS EVENT:

This event has passed and cannot be registered for. If you would like to see if this event will be offered again please reach out to [email protected]

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 November 07, 2025 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

Day one

Tuesday, December 9, 2025

Day two

Wednesday, December 10, 2025

Agenda

Tuesday, December 9, 2025
Central Time

Online

Log In

7:45 AM

Lunch Break

11:15 AM - 12:30 PM

Adjourn for the day

4:00 PM

7:45 AM - 8:00 AM

Log In

8:00 - 8:30 AM

Welcome Message and Keynote Address

8:30 - 9:15 AM

Large – Customer Rate Designs

This session examines large-customer rate designs in Canada and the U.S., with a focus on data centers and high-energy-use facilities. The talk will highlight strategies to optimize energy costs, manage demand, and align with regulatory frameworks while supporting reliable grid operations.

Sherry Wang, PhD Economist Christensen Associates

9:15 - 10:15 AM

Modernizing Cost Allocation and Rate Design for a Changing Energy Landscape

This session will explore innovative approaches to cost allocation and rate design that reflect today’s rapid load growth and evolving grid-edge technologies. Discussion will focus on how regulators and utilities are adapting frameworks to support customer-owned distributed energy resources (DER), demand response (DR), and the increasing impact of large new loads such as data centers and reshored manufacturing. Key topics include using affordability metrics like energy burden to guide equitable decisions and managing cost and reliability risks in both forward and historic test year jurisdictions. Attendees will gain insights into balancing affordability, innovation, and system resilience in this new era of electric demand.

Corey Singletary Director, Regulatory Affairs Citizens Utility Board of Wisconsin

10:15 - 10:30 AM

Morning Break

10:30 - 11:15 AM

Novel Rate Designs for a DER- and Electrification-Dominant Future

As DERs  and electrification rapidly reshape the grid, traditional rate structures are showing their limitations. This session will explore innovative approaches such as subscription rates, shadow pricing, and dynamic baseline rates aim to better align customer behavior with system needs. It will also examine how these emerging designs can support affordability, grid reliability, and decarbonization in a more dynamic energy landscape.

Amparo Nieto Senior Economist CRA

11:15 AM - 12:30 PM

Lunch Break

12:30 - 1:30 PM

Design Proposals to Promote Electrification

A comparative overview of how SCE is evolving its residential rate offerings across multiple dimensions, including fixed charges, demand-based rates, and new dynamic pricing.

Andre Ramirez Senior Advisor Regulatory Affairs Southern California Edison (SCE)

1:30 - 1:45 PM

Afternoon Break

1:45 - 3:00 PM

Case Study: Customer Load Profiles Under Solar + Storage + EV Adoption

Explore real-world load shapes from customers combining rooftop solar, battery storage, and EV charging—and the implications for TOU rates and grid planning. Using these data-driven insights, participants will engage in a hands-on simulation to design rates that balance customer behavior, grid reliability, and fairness. This session blends practical analysis with interactive modeling to prepare utilities and regulators for a DER-rich future.

David Stowe Senior Rate Engineer CORE Electric Cooperative

3:00 - 4:00 PM

Designing Incentives for Utility Performance Through PBR and PIMs

This session will explore how Performance-Based Regulation (PBR) and Performance Incentive Mechanisms (PIMs) can align utility incentives with stakeholder priorities while promoting cost efficiency and reducing regulatory burden. It will cover multi-year rate plans, price and revenue caps, and stretch factors, highlighting the benefits and limitations of these tools. The session will also discuss how to design and price PIMs, including setting penalty and reward thresholds, and the distinction between service quality indicators and PIMs. Real-world examples from multiple jurisdictions will illustrate how these mechanisms can address policy goals such as reliability, DER integration, and affordability. Attendees will gain practical insights into designing and implementing effective PIMs to drive measurable results.

Nick Crowley Vice President Christensen Associates Energy Consulting, LLC

Agenda

Wednesday, December 10, 2025
Central Time

Online

Log In

7:45 AM

Adjourn for the day

11:30 AM

7:45 AM - 8:00 AM

Log In

8:00 - 8:45 AM

Case Study on Energy Affordability: Insights from Low-Income and Gen-Z Consumers on Rate Understanding and Preferences

This session explores new research into how low-income and Gen-Z consumers understand and engage with different electricity rate structures. Drawing on direct insights, the talk challenges conventional approaches to energy affordability and proposes rate design as a powerful equity tool beyond traditional bill assistance. Attendees will gain a deeper understanding of how to align rate innovation with the needs of historically underserved customer segments.

Jason McGrade Deputy Director Smart Energy Consumer Collaborative (SECC)

8:45 - 9:30 AM

Designing Rates for Large Load Customers: Data Centers, AI, and Industrial Electrification

With the rapid growth of hyperscale data centers, AI infrastructure, and industrial electrification, utilities face new challenges in designing rates that support load growth while maintaining equity and reliability. This talk examines emerging approaches such as demand charges, special contracts, and performance-based incentives tailored to large load customers. It offers practical insights on how rate design can simultaneously drive economic development and protect the broader customer base.

Leah Peterson Manager, Customer Analytics Minnesota Power

9:30 - 9:45 AM

Morning Break

9:45 - 11:30 AM

Regulatory Panel: What’s Next for Rate Design Reform

This panel brings together public utility commissioners and senior regulatory advisors to share what’s next in the evolution of rate design. Panelists will discuss the priorities, challenges, and innovations they’re seeing in upcoming rate cases across diverse jurisdictions. From equity considerations to DER integration and load flexibility, the session offers a front-line view into the regulatory thinking shaping the future of rates.

Moderator: Dan Hansen Vice President Christensen Associates Energy Consulting, LLC

Heather Moline Energy Policy Advisor to the Commissioners Washington Utilities and Transportation Commission

J. Andrew McAllister, Ph.D. Commissioner CEC

Kelvin Fitzgerald Regulatory Analyst Washington Utilities and Transportation Commission

John Rogness Assistant Director, Division of Financial Analysis Kentucky Public Service Commission

Speakers

Nick Crowley

Vice President
Christensen Associates Energy Consulting, LLC

Kelvin Fitzgerald

Regulatory Analyst
Washington Utilities and Transportation Commission

Dan Hansen

Vice President
Christensen Associates Energy Consulting, LLC

J. Andrew McAllister, Ph.D.

Commissioner
CEC

Jason McGrade

Deputy Director
Smart Energy Consumer Collaborative (SECC)

Heather Moline

Energy Policy Advisor to the Commissioners
Washington Utilities and Transportation Commission

Amparo Nieto

Senior Economist
CRA

Leah Peterson

Manager, Customer Analytics
Minnesota Power

Andre Ramirez

Senior Advisor Regulatory Affairs
Southern California Edison (SCE)

John Rogness

, Assistant Director, Division of Financial Analysis
Kentucky Public Service Commission

Corey Singletary

Director, Regulatory Affairs
Citizens Utility Board of Wisconsin

David Stowe

Senior Rate Engineer
CORE Electric Cooperative

Sherry Wang, PhD

Economist
Christensen Associates

Continuing Education Credits

IACET

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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 0.9 CEUs for this event

Verify our IACET accreditation

 

Who recognizes IACET Credits?

 

Requirements for Successful Completion of Program

Participants must log in 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.

CPE

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

Conference CPE Credits: 10.5
There is no prerequisite for this conference.
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 website: www.nasbaregistry.org

CLE

Only registered attendees can request CLE credits for an EUCI course/event. Please email [email protected] prior to the course start date and list the state where you are licensed and your bar# as well as the name and date of your course/event in your request, and someone will be in contact.

Who Should Attend

  • Utility executives
  • Commissioners
  • Commission staff
  • Regulatory affairs managers
  • Attorneys working in energy regulation and policy
  • Financial analysts focused on utility economics and cost recovery
  • Cost of service analysts
  • Pricing and load research managers
  • Rate design professionals
  • Customer strategy and product development professionals
  • Demand-side management and DER program managers
  • Contact center and customer experience professionals
  • Corporate communication professionals managing rate change outreach
  • Consumer advocates and community-based energy justice organizations
  • Analysts and managers working on electrification (EVs, heat pumps, etc.)
  • Engineers and planners engaged in load forecasting and grid planning
  • Academic and research professionals in energy policy and behavioral economics
  • Developers and consultants involved in Virtual Power Plants and demand flexibility markets
  • Large customer representatives (e.g., data centers, industrial users)