Welcome – Nick Minderman, Xcel Energy
Welcome from the IEPEC Board President and Conference Chair of IEPEC 2025.
Keynote Speaker – Meridith Grundei
Keynote: Communicating With Impact
Accessible data, engaged audiences.
Great analysis and insights from data are only the first step. Our challenge is increasingly about framing and communication—linking data-driven insights to meaning for our audiences. None of us are done learning how to improve our communication, especially with non-technical audiences that often drive decision-making. In this interactive keynote, Meridith Grundei shows how to cut through dense reports and deliver findings people remember. With lessons from theater and improv, she’ll share practical ways to hold attention, simplify complexity, and energize the room for the days ahead.
MARKET MOMENTUM: MEASURING TRANSFORMATION
Moderator: Maddie Hansen-Connell, Center for Energy and Environment
ROOM: Mt. Sopris A (Lobby Level)
What do you do when the traditional evaluation script doesn’t fit? This session includes four papers that go beyond the standard resource acquisition program evaluation methods to creatively measure larger market effects. The first two papers present evaluation methods for point-of-purchase rebate programs with on-site and follow-up customer engagement, highlighting creative and real-time results. The second two papers focus on market transformation evaluation approaches and metrics, discussing an overall market transformation cost effectiveness framework and the selection of market-level metrics to show where and how fast markets are moving.
EM&V DATA APPROACHES: IS THE JUICE WORTH THE SQUEEZE?
Moderator: Megan Ottesen, Colorado Energy Office
ROOM: Mt. Sopris B (lobby level)
This session’s five papers explore approaches to striking the balance between achieving robust EM&V results and the level of methodological rigor and budget. Context matters! Specific approaches discussed include the following: using population-based normalized metered energy consumption to measure energy savings at the meter rather than relying on prescriptive savings; using data-driven approaches (i.e. machine learning) to develop baselines where little-to-no pre-intervention data exists; assessing survey and interview response rates by incentive structures, monetary amounts, and delivery mechanisms; simplifying M&V protocols to improve the efficiency of engineering and program delivery; and the benefits of transitioning from the TMY3 weather dataset to the TMYx dataset in response to climate change.
DECARBONIZATION DYNAMICS: DIVERSE STRATEGIES FOR A CARBON-FREE FUTURE
Moderator: Sarah Castor, Energy Trust of Oregon
ROOM: Mt. Columbia (3rd floor)
Decarbonization has moved to the forefront of energy policy, but where policies to reduce energy use were relatively straightforward, policies to decarbonize bring a host of new considerations. The papers in this session address the challenges of decarbonizing from multiple perspectives, and provide insights into program design, measuring embodied carbon in new building construction, assessing bill impacts for vulnerable customers, and keeping pace as an evaluator.
GRID REVIVAL: QUANTIFYING RESILIENCY AND MODERNIZATION
Moderator: Carmen Best, Recurve
ROOM: Mt. Oxford (3rd floor)
In this session, we’ll review several reports that utilize standard program-evaluation practices—counterfactuals, attribution, and avoided costs—to analyze grid modernization and assess reliability and resilience metrics, enabling decision-makers to put a clear value on upgrades. Panelists will walk through practical methods to help prioritize investments and communicate results. Attendees will leave with several straightforward strategies for evaluating grid investments to support a reliable and affordable future.
EV-OLUTION: SPARKING THE FUTURE OF TRANSPORTATION ELECTRIFICATION
Moderator: Brenda Simon, Seattle City Light
ROOM: Mt. Sopris A (lobby level)
As EV adoption increases in the United States, utilities and regulators will need to overcome challenges with cost-effectiveness calculations, managing increasing EV loads on the grid, and cumbersome data collection practices. This session explores how to overcome these challenges through investigating the effectiveness of load shifting for managed charging programs, determining inputs for calculating cost-effectiveness, and evaluating community-based clean energy initiatives through collaborative practices. Those attending this session will learn new innovative methods for evaluating EV programs that will aid utilities in decision-making.
CUSTOMER ENGAGEMENT AND RESPONSE TO RATES, INCENTIVES, AND PROGRAM DESIGN
Moderator: Rob Kasman, PG&E
ROOM: Mt. Sopris B (lobby level)
This session focuses on how customers think about and respond to price signals and incentives. Papers include TOU rate responsiveness, DR program engagement, methods for determining incentive levels, and using cash flow analysis for electrification project decision-making.
BUILDING STOCK STUDIES: INVENTORYING INSIGHTS
Moderator: Danielle Walker, Brightline
ROOM: Mt. Columbia (3rd floor)
Comprehensive and quality building stock data is the foundation of accurate program planning and successful implementation. This panel covers national, regional, and building level perspectives in which building stock data can be collected and used to provide insights and support effective program planning.
PANEL: MOVING GOALPOSTS: TRACKING DSM’S EVOLVING IMPACT
Moderator: Thomas Olson, CEE
ROOM: Aspen Ballroom (2nd floor)
As the energy landscape evolves, demand-side management (DSM) program administrators are being asked to go beyond traditional energy efficiency goals – such as reducing greenhouse gas emissions, shaping electrification, improving affordability, and enhancing reliability. These expanded objectives bring new challenges and require updated metrics to effectively measure progress toward decarbonization. This panel brings together a consortium of program administrators to explore how they—and their regulators—are redefining success beyond energy savings.
Panelists:
CLICK HERE to view a list of the Posters
MAPPING EQUITY: UNLOCKING ENERGY JUSTICE WITH LOCAL INSIGHTS
Moderator: Bob Wirtshafter, Wirtshafter Associates
ROOM: Mt. Sopris A (lobby level)
Advances in geographic information systems (GIS) coupled with better applications of utility, census, and third-party data have encouraged states to define specfic areas designated as hard-to-reach, equity justice, or underserved communities, where programs need to target attention to increasing program non-participation. The papers in this session discuss the various criteria used to designate these areas and the issues that arise in using aggregate data sources to characterize participants and non-participants. The focus of this session is the exploration of practical ways that programs have used this research to better target and serve these populations, whether they exist within or outside the designated areas.
CONSTRUCTING THE FUTURE: EVOLVING BUILDING CODES & PERFORMANCE STANDARDS
Moderator: Emily Garfunkel, ACEEE
ROOM: Mt. Sopris B (lobby level)
Utility efforts to deliver whole-building programs, support energy codes, and expand support for building performance standards (BPS) are associated with significant savings opportunities. To meet the scale of these opportunities, the session authors identify key strategies expand whole-building energy programs through use of smart models and automation, model the savings associated with code adoption scenarios for various building types, and establish evaluation and attribution approaches for BPS programs.
NICHE PERSPECTIVES: INSIGHTS ACROSS DIVERSE ENERGY MARKETS
Moderator: Romilee Emerick, Eversource
ROOM: Mt. Columbia (3rd floor)
This session presents innovative approaches and empirical findings from four studies across diverse energy markets. The papers highlight key insights from community-centered research on equipment needs, constraints and decision-making of independent restaurants in Oregon; a targeted market research on perceptions, barriers and decision-making processes influencing LED adoption in Ontario’s horticultural sector, a longitudinal analysis showing how generation changes over time from installed solar PV systems in New York, and key takeaways from a participatory evaluation of the Illinois Solar for All program.
FAST-TRACKING FEEDBACK: EMERGING EVALUATION METHODS
Moderator: Victoria Engel-Fowles, NYSERDA
ROOM: Mt. Oxford (3rd floor)
The need for real time/embedded evaluation insights has become increasingly important as program administrators navigate change within their industry and work to ensure programmatic strategy is dynamic and nimble in responding to customer need. Authors in this session showcase novel approaches to improve and streamline timely access to information through several case study examples.
QUANTIFYING ENERGY EQUITY: IMPACT, METRICS, AND COMMUNITY ENGAGEMENT
Moderator: Beth Delahaij, NMR Group
ROOM: Mt. Sopris A (lobby level)
This session shows us how evaluators are bringing their tools to bear on the many facets of equity in energy programs. We will learn about the foundational concepts of equity, frameworks for defining and measuring equity for residential and commercial energy users, and methodologies for evaluating equity-focused programs.
DECARBONIZING BIG ENERGY: UNLOCKING EFFICIENCY IN THE C&I SECTOR
Moderator: Hannah Howard, Opinion Dynamics
ROOM: Mt. Sopris B (lobby level)
This session examines emerging research on decarbonizing the commercial and industrial sector, from measuring the real-world performance of VRF systems, to understanding how large organizations make energy efficiency investment decisions, to tackling the unique challenges of industrial facility decarbonization. Presenters will highlight methodological innovations, evaluation findings, and implications for program design and attribution in advancing decarbonization across the sector.
BEYOND THE STATUS QUO: HARNESSING MARKET INFLUENCE TO DRIVE ENERGY EFFICIENCY
Moderator: Jill Steiner, Consumers Energy
ROOM: Mt. Columbia (3rd floor)
PANEL: ASSESSING HOW DER PROGRAM BENEFITS WILL BE DISTRIBUTED TO DIFFERENT POPULATIONS
Moderator: Julie Michals
ROOM: Aspen Ballroom (2nd floor)
This panel will share case studies from Illinois evaluating how ComEd’s energy efficiency plan and Ameren’s beneficial electrification plan distribute benefits to underserved customers compared to others, using the Distributional Equity Analysis (DEA) framework. Panelists will cover the process, metrics, data, findings, and lessons learned, with and discussion among utilities, CBOs, and other stakeholders.
Panelists:
ADVANCING ENERGY AFFORDABILITY: REDUCING DEBT, EXPANDING ACCESS AND CAPTURING BENEFITS
Moderator: Jes Rivas, Swift Strategy
ROOM: Mt. Sopris A (lobby level)
Join us to explore insights on designing, implementing, and evaluating programs that advance energy affordability. Presenters will share findings from Pennsylvania and Connecticut that quantify reductions in arrearages, shutoffs, customer debt, and energy burden following energy efficiency program participation. We’ll also highlight two California research efforts, one showcasing how personalized case-management assistance can support customers in debt and another highlighting barriers to participation in high-impact bill assistance programs.
SCALING HEAT PUMPS: CREATING MARKET MOMENTUM
Moderator: Ralph Prahl, Prahl and Associates
ROOM: Mt. Sopris B (lobby level)
This session brings together five reports from the front by evaluators who are helping to support efforts to transform the market for residential heat pump markets. The session will begin with two papers focused explicitly on heat pump market transformation, the first a follow-up market effects study from a leading state that has already transitioned its heat pump programming to a market transformation initiative, and the second from a Canadian province that is considering doing so. The remaining papers look at the sources of the wide variation in system costs; how electric-only utilities can identify homes with delivered fuel for targeting purposes; and attribution for efforts to electrify new commercial buildings.
BATTERIES & DER: CHARGING THE FUTURE OF GRID FLEXIBILITY
Moderator: Ethan Young, Guidehouse
ROOM: Mt. Columbia (3rd floor)
FUELING THE FUTURE: EVALUATING R&D CLIMATE INVESTMENTS
Moderator: Lauren Gage, Apex Analytics
ROOM: Mt. Oxford (3rd floor)
VALUE AMPLIFIED: UNLOCKING NON-ENERGY IMPACTS
Moderator: Ingo Bensch, Resource Innovations
ROOM: Mt. Sopris A (lobby level)
SHARING THE LOAD: RESIDENTIAL DR OPPORTUNITIES
Moderator: Nick Minderman, Xcel Energy
ROOM: Mt. Sopris B (lobby level)
PRO TIPS FOR CRITICAL EM&V CHALLENGES
Moderator: Clarice Torres, National Grid
ROOM: Mt. Columbia (3rd floor)
The insights from the papers can enhance Pro Tips for Critical EM&V Challenges by promoting advanced methodologies, such as two-stage billing analysis and real-time data utilization, to improve accuracy in energy savings evaluations. Understanding participant behavior and addressing biases in self-reported data can lead to more reliable assessments of program effectiveness, while robust data collection methods ensures that evaluations are based on reliable and comprehensive information.
PANEL: BRIDGING THE DIVIDE: EVALUATION CROSSROADS IN ENERGY EFFICIENCY, TRANSPORTATION ELECTRIFICATION, AND DEMAND RESPONSE
Moderator: Jeana Swedenburg, Opinion Dynamics
ROOM: Aspen Ballroom (2nd floor)
The session will use a “case study carousel” with polls and Q&A to compare evaluation practices across three sectors and address challenges with baselines, attribution, timing, and regulatory alignment. Panelists will highlight transferable solutions and stress the need for cross-sector fluency and adaptable methods as utilities integrate diverse clean energy programs.
Panelists:
APPLIANCE POWER: NEW OPPORTUNITIES FOR ENERGY SAVINGS
Moderator: Amy Webb, LD Consulting
ROOM: Mt. Sopris A (lobby level)
Recent innovations in familiar home appliances show promise for reduced energy consumption and carbon emissions. State and federal appliance standards can accelerate the market’s adoption of these efficient appliances, but success depends on a fine balance between programs, researchers, analysts, policymakers and manufacturers. Four recent studies highlight what we’re learning about how consumers choose and use their appliances and how energy efficiency programs can pave the way to more savings.
HEAT PUMP INSIGHTS: UPDATED LEARNINGS FROM THE FIELD
Moderator: Jon Maxwell, DNV
ROOM: Mt. Sopris B (lobby level)
Come find out the best method for evaluating your residential heat pump program’s performance. Our presenters will describe strengths of varying methods of evaluating different types of residential heat pump systems. System and program types include baseline fuels that vary from natural gas to delivered fuels and electricity, partial and full heating load displacement applications, low/moderate income and market-based participants, ducted and ductless system types, and both moderate and cold climate applications. Methodologically, presentations will describe both engineering methods based on in-field instrumentation and statistical methods based on premise level pre/post consumption data with and without control groups. Presentations will include results and customer experience findings related to barriers, comfort, and costs.