
2026 Spring Technical Workshop
Tucson, AZ
March 16, 2026 – March 19, 2026
- This event has passed.

Presentations from our 2026 Spring Technical Workshop can be downloaded below.
All presentations for the DOE i2X FIRST Grid-Forming Inverter Workshop can be found here.
Tutorial: Increasing DER Hosting Capacity with Flexible Interconnections and Flow Control
Tutorial Chair: Leo Jiang, Engineering Fellow, ESIG
This tutorial focuses on two proven, low-cost advanced grid technologies – flexible interconnections and power-electronics-based flow controllers – that can significantly increase hosting capacity for distributed energy resources (DERs). These can be faster and more cost-effective than traditional grid reinforcements, by maximizing the utilization of existing network assets, accelerating DER interconnections, reducing costs and environmental impacts, and providing the operational flexibility needed for future grids. While conventional reinforcements remain essential for long-term firm capacity, advanced technologies can defer or reduce the size of infrastructure upgrades and/or provide a transition while long-term firm capacity is being constructed. The tutorial features innovative solutions and guides participants through the full adoption lifecycle of these advanced applications, illustrated with real-world utility-scale demonstration projects and key lessons learned.
DOWNLOAD TUTORIAL PRESENTATION
Speakers:
- Jon Grooters, Director of the US Market, EnerNex
- Zach Pollock, Director of Grid Strategy & Emerging Technology, Xcel Energy
- Mike Hanestad, Principal Power System Engineer and Team Lead, RLC Engineering
- Mark Szewczuk, Power Systems Engineer, EnerNex
Introduction/Opening Remarks
- Keynote Presentation
Mark Rothleder, Senior Vice President & Chief Operating Officer, California Independent System Operator (CAISO): - Industry Overview
Debbie Lew, Executive Director, ESIG
Opening Plenary: Energy Affordability
Session Chair: Deborah Reynolds, Senior Regulatory Policy Specialist, National Association of Regulatory Utility Commissioners (NARUC)
What are the factors that impact electricity costs today and in the future? How can affordability be managed while maintaining reliability and delivering service to all customers?
- Factors Influencing Recent Trends in Retail Electricity Prices
Galen Barbose, Staff Scientist, Lawrence Berkeley National Laboratory (LBNL) - The Energy Wallet: U.S. and State-level Household Energy Expenditures, Past, Present, and Future
Geoff Blanford, Principal Technical Executive, Electric Power Research Institute (EPRI) - Assessment of Energy Affordability in New Jersey
Sanem Sergici, Principal, The Brattle Group
Session 1A: IBR Dominated Systems
Session Chair: Katie Iversen, Senior Manager, Generation Modeling Engineering, AES
Foundational assumptions around protection, voltage control, and resource capabilities are being redefined in IBR-dominated grids. This session highlights real-world experience and emerging requirements for operating and planning reliable grids with very high inverter penetration.
- Protection of Inverter-dominated Transmission Systems: Evaluation for Hawai’i Island
Ulrich Müenz, Principal Key Expert Advanced Control and Optimization, Siemens - Overload Requirements for IBRs to Support the Needs of the Grid
Sai Gopal Vennelaganti, Manager, Global Power System Lead, Tesla - Inverters on the Edge
Benjamin Braun, Principal Engineer – Power Controls, Fluence (Germany) - Observations on Voltage Control in the Australian NEM: Potential Impacts on Operations and Forecasting
Jonathon Dyson, Executive General Manager, Services, AZZO (Australia) - All Together – Working as a Team for a Reliable IBR Dominant Grid
Katie Iversen, Senior Manager, Generation Modeling Engineering, AES
Session 1B: The Expanding Role of Electricity Markets Across the West
Session Chair: Steve Beuning, Consultant (Former Xcel Energy, Holy Cross Energy, Guzman Energy)
Across the West, electricity markets have always had a troubled history. However, in 2026 the launch of the extended Day-Ahead Market is planned, which is followed by the expansion of the SPP RTO in the Western Interconnection, its Markets+ option, and the Western Resource Adequacy Program. Some form of electricity markets will soon be apart of a large majority of the Western Interconnection within the next two years, a long way from where the West was just 15 years ago. The session will discuss the history and the importance of how far the west has come in embracing electricity markets, while discussing key challenges such as seams, GHG pricing, and other key topics.
- Chairman Eric Blank, Commissioner, Colorado Public Utilities Commission
- Scott Miller, Executive Director, Western Power Trading Forum
- Cathleen Colbert, Senior Director of Western Markets Policy, Vistra
- Kelsey Martinez, Director of Regional Markets & Transmission Strategy, Public Service Company of New Mexico
- Sam Rugel, Director, System Control & Reliability, Tucson Electric Power
- Kathleen Staks, Director, Western Freedom
Session 2A: Proactive Distribution System Planning
Introduction
Session Chair: Juliet Homer, Chief Systems Engineer, Pacific Northwest National Laboratory (PNNL)
What emerging approaches and practices are utilities and regulators using to proactively address distribution system load growth, and how do they manage associated challenges and risks?
- Claritin for the Grid: Preventing Distribution System Congestion with Proactive Planning
Hanna Terwilliger, Analyst Coordinator for Distribution Planning, Minnesota Public Utilities Commission - Proactive Planning at Con Edison to Support Electrification
Alexander Buell, Director of E-Mobility, Con Edison - Proactive Planning at National Grid
Kyle Brazell, Senior Engineer, National Grid - Proactive Planning at Xcel Energy
Zach Pollock, Director of Grid Strategy & Emerging Technology, Xcel Energy - Proactive Planning, Equity, and Affordability in California
Cole Jermyn, Senior Attorney, Clean Affordable Power, Environmental Defense Fund
Session 2B: Expanding the Grid in the Western U.S.: Planning, Coordination, and Delivery
Session Chair: Jennifer Galaway, Senior Manager, Transmission Strategy & Regulation, Portland General Electric
This panel will examine transmission expansion in the Western U.S., highlighting successes, how the landscape is changing, and where gaps remain.
- WestTEC as a Planning Spine for the West: Methods and Findings from the 10-Year Plan
Keegan Moyer, Principal, Energy Strategies - Northern Grid Planning in Context: How Regional Processes Differ and Where They Can Connect
Ben Hutchins, Principal Engineer, Regional Transmission Planning Services, Western Power Pool (WPP) - Planning at Scale: CAISO’s Approach to Long-Term and Regional Transmission
Jeff Billinton, Director, Transmission Infrastructure Planning, California Independent System Operator (CAISO) - Bridging Planning and Development: An Independent Transmission Developer Perspective in the Western U.S.
Aaron Stoll, Director of Transmission Strategy, Grid United
Session 3A: EMT Modeling and Studies
Session Chair: Dave Mueller, Vice President of Energy System Studies, EnerNex
In inverter-dominated grids, EMT simulations are becoming essential for interconnection, planning, and operations. This session covers large-scale EMT applications, model tuning, NERC guidance, workforce training needs, and emerging online EMT-based dynamic security assessment.
- EMT Training Needs
Alex Shattuck, Director of Grid Transformation, ESIG - Tuning IBR Plant EMT Models for Interconnection Requirements
Mariana Kamel, Principal Consultant, EnerNex - NERC EMT Modeling Guidelines, Resources and Applicable Standards
Aung Thant, Principal Engineer, Engineering and Security Integration, North American Electric Reliability Corporation (NERC) - EMT Simulations for Large-Scale Power Grids – NYPA Perspective
Reza Pourramezan, Manager, Advanced Grid Innovation Laboratory for Energy (AGILe), New York Power Authority - Online Dynamic Security Assessment (DSA) Based on EMT simulations
Anton Stepanov, Research And Development Specialist, EMTP (Canada)
Session 3B: FERC Order 2222 on DER Aggregation Participation in Wholesale Markets: Five Years Later, Has it Lived Up to its Potential?
Session Chair: Kristin Swenson, Blue Note Energy
Five years after FERC issued its landmark Order 2222 to enable DERs to participate in organized wholesale markets through DER aggregators, few aggregations currently are registered and providing wholesale market services. Some regions have delayed implementation until 2030. The panel will include some of the key parties: ISOs, distribution utilities, and aggregators, to discuss what other reforms are still needed or are still being worked on, including whether substantial deviation to the original vision FERC had is necessary to lead to greater adoption of DERs participating in wholesale markets.
- Demand and Distributed Energy Market Integration at the CAISO
Anja Gilbert, Manager of Demand Flexibility Policy, California Independent System Operator (CAISO) - DER Participation at the NYISO
Mary McColgan, Distributed Resources Operations Engineer, New York Independent System Operator - Order 2222 and Large Load Flexibility: What They Have in Common
Margarita Patria, Principal, Charles River Associates - Considerations for Relevant Electric Retail Authorities and Electric Distribution Companies Regarding FERC Order 2222
Saumil Patel, Technical Advisor Distribution and Planning, ICF
Session 4A: System Strength Metrics and Impedance Scanning Methods
Session Chair: Shahil Shah, Principal Engineer, National Laboratory of the Rockies
As traditional short-circuit metrics fall short in IBR-dominated grids, planners need alternative metrics for system strength. This session explores impedance scanning, new screening tools, and new system strength metrics to assess stability risks and guide when EMT studies are truly needed.
- From SCR to Frequency-Dependent Strength: Using Impedance Scanning to Screen IBR Interactions and Target EMT Studies
Behrooz Bahrani, Professor of Electrical and Computer Engineering, Monash University; Director at GridZync Pty Ltd. (Australia) - Don’t Panic: Hitchhiker’s Guide to Short Circuit Strength
Matt Richwine, Founding Partner, Telos Energy and Nick Miller, Principal, HickoryLedge - New Metrics and Tools to Evaluate Need for EMT Study
Rachel Bernhardt, Power Systems Analyst, Electranix - Redefining System Strength for the Modern Grid
Beibei (BeiLi) Li, Manager of Strategic Assessment, Midcontinent Independent System Operator (MISO) - Reliability and Stability of Large IBR and Large-Load Sites
Reza Salehi, Director, T&D Engineering and Consulting, RMS Energy (Canada
Session 4B: Major Market Reform Experiences from Regions around the World
Session Chair: Robin Hytowitz, Electricity Markets and Data Center Program Lead, Electric Power Research Institute (EPRI)
With regards to electricity market design reform, 2025 was a big year. Major changes to several key electricity market regions occurred around the world. This session will describe some of those major reforms sharing the insights into how they accomplished the major implementation, working with stakeholders and regulators to accomplish such large-scale changes, and then describe how the changes have been impacting the markets since their implementation.
- Market Renewal in Ontario
Darren Matsugu, Director of Markets, Independent Electricity System Operator (IESO)(Canada)
- Day-ahead Ancillary Services
Andrew Withers, Senior Economist, Independent System Operator – New England (ISO – NE) - Real-time Co-optimization Plus Batteries
Gord Drake, Director of Market Design & Analysis, Electric Reliability Council of Texas (ERCOT) - 15-minute Market Intervals Across Europe in the Wholesales Day-ahead Market
Jean Gillain, Power Market Associate, N-SIDE (Belgium)
Session 5A: Oscillation Detection and Analysis
Session Chair: Sarah Walinga, Senior Staff Power Controls Engineer, Tesla
With IBRs driving system dynamics, oscillatory interactions pose a growing reliability risk. The session highlights practical methods for detection, root-cause analysis, and mitigation using grid-forming controls, post-event measurements, EMT modeling, and stability frameworks.
- Grid Forming Mitigating Weak Grid Oscillations
Mohammed Nassar, Staff Power System Engineer, Americas Power System Lead, Tesla - Oscillations: A Global Perspective on Behavior and Management
Duncan Burt, Chief Strategic Growth Officer, Reactive Technologies (United Kingdom) - Oscillation Assessment Using Black-Box EMT Models of Inverter-Based Devices
Weiqing Jiang, Principal Engineer II Strategic Assessments, Midcontinent Independent System Operator (MISO) and Andrew Musgrave, Engineer II (EIT) Engineering Applications, Powertech - A Stability Analysis Framework for Oscillation Analysis and Mitigation
Jing Wang, Principal Engineer, National Laboratory of the Rockies
Session 5B: Integrated Capacity Expansion and Resource Adequacy Methods
Session Chair: Jon Cook, Ph.D., Senior Principal Analyst, Salt River Project
This session will highlight advances in how modern planning models integrate capacity expansion and resource adequacy, focusing on new methods, key tradeoffs, and lessons from large-scale applications.
- Integrating Capacity Expansion and Resource Adequacy Models: Key Concepts
Genna de Mijolla, Technical Leader, Electric Power Research Institute (EPRI) - Integrating Investment and Adequacy in Large-Scale Planning Models: The ERAA Experience
Ralph Pfeiffer, Head of System Development – International Planning Products, Amprion GmbH (Germany) - Parameterizing Resource Adequacy Need and Capacity Accreditation in Capacity Expansion Modeling
Arne Olson, Senior Partner, Energy and Environmental Economics, Inc. (E3) - Incremental Expansion in Modern Planning Models to Maintain Resource Adequacy in Long-Term Generation Planning
Kevin Carden, Chief Product Officer, PowerGem - Integrating Direct Probabilistic Adequacy Constraints in Capacity Expansion Optimization
Gord Stephen, Department of Electrical and Electronic Engineering, Imperial College London
Session 6A: Advanced Technologies for Distribution Grid Optimization and Resource Integration
Introduction
Session Chair: Murali Baggu, Laboratory Program Manager, National Lab of the Rockies
This panel shared advanced technologies for utility applications in breaking down data silos for distributed resource integration, implementing DERMS for distributed resource dispatch, and adopting emerging technologies, such as dynamic line rating (DLR) and dynamic operating envelope (DOE), to optimize grid operations with distributed resources.
- HECO’s Experience with High Distributed Resources
Ken Aramaki, Director for Integrated Grid Planning, Hawaiian Electric (HECO) - Turning Constraint Insight into Capacity: Accelerating Interconnection with Advanced Grid Analytics
Alvina Brieff, Senior Manager, Envelio - CHARGED and Utility Partnerships for Flexible Grid Connection
Shikhar Pandey, Founder & Managing Partner, GridCo Group - Implementing DERMS at PG&E
Ajit Renjit, Principal Architect, Pacific Gas & Electric Company (PG&E) - Dynamic Operating Envelopes – Experiences from Australia
Professor Frederik Geth, UQ-Springfield City Chair of Energy, The University of Queensland, Brisbane (Australia)
Session 6B: FERC Order 1920: Assessing Benefits of Transmission
Session Chair: Rachel Levine, Senior Transmission Policy Analyst, Niskanen Center
Issued in 2024, FERC Order 1920 calls for the assessment of at least seven benefits of transmission. What are the leading methods, tools, and processes for estimating these benefits?
- Building a Common Framework for Order 1920 Benefits
Adria Brooks, Director of Transmission Planning, Grid Strategies - Modeling Transmission Benefits Under FERC Order 1920: Methods, Tools, and Tradeoffs
Eknath Vittal, Technical Executive, Electric Power Research Institute (EPRI) - Implementing Order 1920 at NYISO: Proposed Processes and Open Questions
Supriya Tawde, Manager, Transmission Integration, New York Independent System Operator (NYISO) - Applying Order 1920 in MISO’s Planning Framework
Armando Figueroa, Senior Engineer, Strategic Assessments, Midcontinent Independent System Operator (MISO) - Order 1920 Benefit Evaluation in CAISO’s Planning Process
Biju Gopi, Senior Manager, Transmission Interface Coordination, California Independent System Operator (CAISO)
Session 7A: Large Loads: Stability Impacts, Interconnection Requirements, Modeling Considerations
Session Chair: Julia Matevosyan, Associate Director, Chief Engineer, ESIG
As data centers and other large, power-electronic loads connect at scale, their dynamic behavior is becoming a material stability and reliability risk. This session examines interconnection requirements, EMT modeling approaches, operational readiness, and interaction risks, with a focus on practical assessment and mitigation.
- Considerations for EMT Modeling of Data Center Loads
Amin Zamani, Senior Director of Advanced Technology Integration, Executive Advisor, Danovo Energy (fka Quanta) (Canada) - Data Center Modeling, Colocation, and Digital Twin Solutions with AI Load Simulator and RTDS-Based HIL Testbed
Sam Maleki, Chief Growth Officer, Data Centers, EdgeTunePower Inc. (Canada) - Operational Readiness for Data Centers
Scott Anderson, Director – Operational Readiness, Salt River Project - Large Load Reliability Requirements in MISO
Beibei Li (BeiLi), Manager of Strategic Assessment, MISO - Understanding Risks to Synchronous Machines Due to Load Variability
Andrew Isaacs, Vice President, Electranix (Canada)
Session 7B: Integrated Planning
Session Chair: Angela Long, Founder & CEO, Rockcress Consulting
Integrated planning (e.g., T&D, G&T) can lead to more efficient solutions for the system as a whole. What processes and methods are being proposed or are being implemented for successful integrated planning?
- Survey of Integrated Planning Processes
Jonathan Surls, Head of Solutions, Energy Exemplar - Integrated System Planning: A Distribution System Perspective
Julie Koo, Principal Planning Analyst, Distribution Strategy, Salt River Project (SRP) - Use of DERs to Serve Bulk System and T&D Operational Needs in APS
Michael Dzurak, Energy Innovation Advisor, VPP Expansion and Development, Arizona Public Service (APS) - Deploying Distributed Batteries for Integrated System Capacity
Patrick Dalton, Director of System Engineering, Sparkfund
Closing Plenary: Flexibility from Large Loads
Session Chair: Margarita Patria, Principal, Charles River Associates
Large loads can have large integration challenges, but they can also bring flexibility solutions. What form does this flexibility take, what value does it have, and how do we realize it?
- Flexible Data Centers: A Faster More Affordable Path to Power
Astrid Atkinson, CEO & Co-founder, Camus - Vulcan Test Platform: Demonstrating the Data Center as a Flexible Grid Asset
Jeff Bladen, Head of Energy, Verrus - A Utility’s Perspective on Large Load Flexibility Requirements
Jesse Waters, Manager, Balancing Authority Function, Tucson Electric Power (TEP) - State-regulated Utility Tariffs and Processes to Enable Flexibility
Miles Farmer, Partner, Roselle LLP - Deep Flexibility Through Energy Parks with Thermal Energy Storage
Eric Gimon, Senior Fellow, Energy Innovation








