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2015 SEPA Executive Fact Finding Mission Exploring the Energy Transition in Hawaii September 27 - October 1, 2015

Program ​ -​ Draft - subject to change Saturday September 26

Early Arrivals

Those coming from central states or the east coast have the option to arrive a day early. Sunday September 27

Arrival & Welcome Events Arrive Honolulu International Airport Hotel Check-in (receive welcome/information packet) Hyatt Regency Waikiki Beach 2424 Kalakaua Avenue 12: Honolulu, Hawaii, USA, 96815-3289 Tel: +1 808 923 1234

6:00 PM 7:00 PM Monday September 28

Optional tour/event ​ (details to follow) SEPA Welcome at Hotel - ​ Enjoy a drink and meet the other delegates Hosted Welcome Dinner The North Shore of the U.S. Electric Market Hosted by Hawaii State Energy Office Laying the foundation for understanding the Hawaiian market, mandates, key stakeholders, objectives and challenges. Presentations and discussions with a cross-section of leading experts.

8:30 AM 9:00 AM

9:10 AM 9:20 AM

Arrive & Coffee Host Welcome ❖ Mark Glick, Energy Administrator for the State of Hawaii, Hawaii State Energy Office Welcome, Introductions and Facilitation ❖ Julia Hamm, President & CEO, SEPA A conversation with ​ Mike Champley, Hawaiian Public Utilities Commission

10:00 AM

10:30 AM

What are the goals, vision and role of the Hawaii State Energy Office? ❖ Mark Glick, Energy Administrator for the State of Hawaii, Hawaii State Energy Office Who are the key industry stakeholders and where and how do they fit into the energy future? ❖ Mark Duda, Chairman, Hawai’i PV Coalition

11:00 AM 11:15 AM

12:15 PM

12:45 PM 1:00 PM

5:30 PM

Coffee Break What is the roadmap to 100% renewable energy? ❖ Jeff Mikulina, Executive Director, Blue Planet Foundation ❖ Chris Yunker, Energy Systems & Transportation, Hawaii State Energy Office How are other stakeholders adapting and what innovative approaches to financing, project development and grid management are facilitating the new market? ❖ Dawn Lippert, Director, Energy Excelerator Final wrap-up Adjourn Hosted Lunch Solar Technology Site visit ​ (TBA) Return to Hotel Free evening

Tuesday September 29

Utility Forum Hawaii’s Brave New World Hosted by Hawaiian Electric Company

8:00 AM 8:30 AM 8:40 AM 8:50 AM

Coffee Host Welcome Group Introductions ​ (self-introductions) About SEPA’s Executive Mission and the Utility Forum Expectations The Expanding Nexus between Utilities and Solar ❖ Julia Hamm, President & CEO, SEPA How is HECO meeting internal goals, external mandates, optimizing the grid and meeting customer needs? Strategy & Business Models ❖ Alan Oshima, President & CEO, Hawaiian Electric Company ❖ Shelee Kimura, Vice President, Corporate Planning & Business Development, Hawaiian Electric Company Break-out activity facilitated by ​ John Pang, Partner, ScottMadden Coffee Integration ❖ Colton Ching, Vice President, Energy Delivery, Hawaiian Electric Company Q&A Wrap-up and Reporting Out Networking Lunch

9:15 AM

10:00 AM 10:15 AM 11:00 AM

11:30 AM 11:45 PM 12:00 PM 1:00 PM

Customers ❖ Jim Alberts, Senior Vice President, Customer Service, Hawaiian Electric Company

1:30 PM

1:45 PM

2:30 PM

3:00 PM

3:30 PM 3:45 PM 3:45 PM

4:45 PM 5:00 PM 6:00 PM

Break-out activity facilitated by ​ John Pang, Partner, ScottMadden What unique challenges and insights and lessons does Kauai bring to the table? Strategy & Business Models ❖ David Bissell, President & CEO, Kauai Island Utility Cooperative ❖ Jim Kelly, Communications Manager, Kauai Island Utility Cooperative Integration ❖ Mike Yamane, Chief of Operations, Kauai Island Utility Cooperative ​ (TBC) Grid Operations ❖ Brad Rockwell, Power Supply Manager, Kauai Island Utility Cooperative Q&A and reporting out (15 min) Coffee Utility Roundtable Where are utilities finding new opportunities and revenue streams? Presentation & Facilitation ❖ John Sterling, Senior Director, Research & Advisory Services, SEPA Panel Discussion ❖ Gary Freeman, Rob Caldwell, Senior Vice President, Distributed Energy Resources, Duke energy ❖ Shelee Kimura, Vice President, Corporate Planning & Business Development ❖ Carmine Tilghman, Senior Director, Energy Supply, UNS Energy / Tucson Electric Power Wrap-up and Reporting Out Thanks & Adjourn Hosted event and dinner

Wednesday September 30

Eyes on the Ground - The Technical Perspective Locations/Hosts TBD

8:30 AM 9:00 AM

Coffee and Networking Welcome Tools and Approaches What tools do we need? Presentations & Facilitated Q&A ❖ Rich Rocheleau, Director, Hawai’i Natural Energy Institute ​ (TBC) Technical Tools - Advances in grid management ❖ Rich Barone, HECO ​ (TBC) ❖ Ken Fong, Manager, Transmission & Distribution Planning, HECO ❖ Mike Yamane, Chief of Operations, Kauai Island Utility Cooperative ​ (TBC) Reporting out key lessons from first sessions

9:10 AM 9:50 AM

10:45 AM

11:00 AM

11:15 AM

12:15 PM 1:15 PM

Coffee Break Enabling Technologies - Presentations and Discussions Smart Inverter Panel Discussion ❖ Marc Asano, Lead Distribution Planning Engineer,​ HECO ​ ​ (TBC) ❖ Ameet Konkar, Senior Director, Strategic Services, Enphase ❖ Brian Lydic, Standards & Technology Integration Engineer, Fronius USA Hosted Networking Lunch

2:15 PM

Storage & Microgrid ❖ Tad Glauthier, Vice President, Hawai’i Operations, STEM ❖ TBD Reporting out on Enabling Technologies

2:30 PM

Adjourn

7:00 PM

Project site visit ​ TBD Return to hotel SEPA Dinner

Thursday October 1

Applied Knowledge: Looking to the Future & Lessons Learned Final Discussions & Mission Charette Hosted by SEPA at Hyatt Regency Waikiki

Those departing on Thursday should check-out prior to meeting with group 8:00 AM 8:30 AM

Coffee & Lite Breakfast Facilitated Discussions - How do We Get from “Here” to “There” and What are the Critical Points in Between? - How do we manage the increased inclusion of renewable and distributed generation – and how do we determine what is “manageable”? - What does the customer want? Understanding this key stakeholder group, managing expectations and engaging customer support and loyalty. ❖ Jim Alberts, Senior Vice President, Customer Service, Hawaiian Electric Company ❖ Colton Ching, Vice President, Energy Delivery, Hawaiian Electric Company Coffee break and speakers depart

10:00 AM 10:30 AM

Mission Charette: What does this Mean for You? Assessing Relevance and Defining and Applying Key Lessons of this Mission. Facilitated Discussion and Activities ❖ Julia Hamm, President & CEO, SEPA ❖ John Pang, Partner, ScottMadden Wrap-up and Final Words

12:45 PM 1:00 PM Friday October 2

Adjourn Final check-outs and departures