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With topics ranging from customer engagement, to innovation in the workplace, to leveraging the integration of energy efficiency and demand response, be prepared to gain meaningful insights from key industry thought leaders. You'll also learn about some of the latest and greatest technology in the industry and even have a chance to test it out!

Of course, there will be breaks, meals, evening events, and some fun optional activities, too. Make sure to pre-register if you plan on joining any activities that indicate pre-registration is necessary.

To learn about the people who will be speaking in these sessions, visit our Industry Experts page.

Wednesday, March 27

Pre-registration required. 

Time: 8:00am - 11:30am


Danielle Marquis, AM Conservation Group

Megan Nyquist, Franklin Energy

Location: AM Conservation Group Headquarters

From New York to San Francisco, our customers are living a true story of frustration in their inconsistent, broken experiences with their utility programs. This frustration manifests in both program participation and customer service ratings that are lower than desired.  

In this practical workshop, we’ll work together and map a residential customers’ journey to pinpoint problems and turn valuable customer observations into actionable insights. The customer journey map will illustrate the experiences of an individual as a customer of our residential utility programs. It will help us identify how they make choices, such as the decision to buy an energy efficient product or participate in a demand side management program, as well as the motivation to stay a loyal utility customer. 

The session will begin with a high-level overview of customer journey mapping and the activities to follow. Attendees will then work in small groups and, through a hands-on activity, learn to visually map a customer’s demand side management program experience from a provided persona. 

Then we’ll convert to action mode and show attendees how to leverage the customer journey map to develop a digital marketing campaign tied to the customer journey using common tactics and marketing automation tools.  

This optional half-day workshop is appropriate for program staff and marketers. It will include breakfast and will end with a trolley ride to, and tour of, AM Conservation Group’s warehouse where we'll also have a traditional low-country boil lunch.


Pre-registration required. 

Time: 11:30am - 2:30pm 

Leader: Jim Koches, AM Conservation Group

Real World Journey Mapping workshop participants will end in time to attend. A trolley will depart from Wild Dunes for all attendees at 11:30 am and depart for a return trip to Wild Dunes at 1:45 pm. A traditional low-country boil lunch will be served.

Take a trip through the warehouse of the second fastest-growing large company in South Carolina for a behind-the-scenes look. Check out the kitting lines and online store fulfillment sections, in addition to the bulk product shipping and receiving areas. AM Conservation Group moved into their new state-of-the-art East coast distribution warehouse in fall 2016. The 97,500-square-foot facility has 82,000 square feet of warehouse space, 21 cross-dock loading doors, and a modern Enterprise Resource Planning (ERP) and Warehouse Management System (WMS).


Time: Begins at 4:00pm

Location: Wild Dunes Boardwalk Inn

Check into your room, then head down the boardwalk, kick off your shoes and get your toes in the sand—stat. Enjoy some R&R and settle in before the Residential Summit officially kicks off at 7pm.

Time: 7:00pm-10:00pm 

Location: Boardwalk Inn Pool 

Reconnect with friends and colleagues at our reception with oyster bar. Our authentic South Carolina menu and hospitality will have you wondering why you didn’t get here sooner.

Thursday, March 28

Pre-registration required. 

Time: 6:00am-6:30am 

Location: Wild Dunes Beach. Meet at Boardwalk Inn pool.

Challenge yourself and get your mind ready to learn with this fast-paced, calorie-blasting, circuit-style workout. BeFIT Boot Camp is geared toward all fitness levels and modifications will be offered for the beginner and the advanced. Class will be taught by a professional fitness trainer from Wild Dunes Resort. All attendees will receive a complimentary water bottle.


Time: 7:00am-8:00am 

Location: Sweetgrass Pavilion Prefunction Hall and Sea Oats Porch 

Join us for a breakfast buffet to power you through your day of learning and networking.

Time: 8:00am-9:00am 

Welcome/Introduction: Paul Schueller, Franklin Energy and AM Conservation Group

Speaker: Li Chang, The Boeing Company 

Location: Tides Ballroom 

Hardly a day goes by when we aren’t asking ourselves, “How can this be done better?” Better results, with less effort and less time, is what our industry craves. But innovation isn’t just about getting out of your comfort zone – it’s about expanding it. Learn how to drive innovation and expand your comfort zone by creating a collaborative environment filled with diverse thinkers and new ideas. Discover how this technologist embraces a spirit of celebration and inspires his team at Boeing to use their unique creativity, logic and reasoning to do better together. Mr. Chang, a gifted speaker, originally presented this thought leadership piece as a TED Talk. 

Time: 9:00 AM – 10:15 AM 

Moderator: Liz Mckinley, Franklin Energy


Bill Davis, Ameren Missouri

Olivia Patterson, Opinion Dynamics

Location: Tides Ballroom 

This session will focus on the many benefits from operating programs that offer both energy efficiency and demand management (DR, DER) elements.  This will include discussion on cost sharing between programs for administrative and marketing costs among others.  Our panel will also investigate the buy in from customers who have limited time and mindshare for utility marketing of programs with their day to day life.  Finally, we will focus on the shared savings attributes of many measures and how they can work to deliver both energy and demand savings. 

Time: 10:15-10:45am 

Location: Sweetgrass Pavilion Prefunction Hall and Sea Oats Porch 

Stretch your legs, get some fresh air, meet some new friends and grab a coffee to gear up for the rest of the morning’s learning. 

Time: 10:45 AM –12:00 PM 

Speakers: Steve Malloy, Franklin Energy

Megan Nyquist, Franklin Energy

Danielle Marquis, AM Conservation Group 

Location: Tides Ballroom 

If a customer isn’t engaged with the utility or the program offerings, it can be challenging to reach goals and achieve true customer satisfaction. Customers in today’s modern world expect a seamless experience, whether their utility’s programs and departments function in different siloes or not. In this session, we’ll track a residential customer and their journey through a program offering that includes marketing and outreach of multiple opportunities to engage, enrollment and participation, purchase of measures from an online marketplace and ongoing engagement with next step opportunities.  This will highlight the various levels of participation a customer may take and the multiple interactions to keep their involvement and therefore ongoing energy efficiency and load reductions. 

Time: 12:00pm-1:00pm 

Delicious food and networking.

Time: 1:00 PM –2:15 PM 

Moderator:  Danielle Marquis, AM Conservation Group


Zach Pease, AM Conservation Group

Charlene Moody, AM Conservation Group

Eric Rehberg, Armada Power

Shane O'Quinn, AutoGrid Systems

Joseph Childs, Eaton

Sarah Colvin, ecobee

Brett Baarstad, Nidec Motor Corporation

Brad Jacka, Nidec Motor Corporation

Jon Lanning, TrickleStar

Olaf Lohr, Sonnen

Location: Tides Ballroom 

No PowerPoints, no presentations, just facts about the latest and greatest residential products. In this rapid-fire session, presenters will get 3 minutes each to tell their product’s story and explain the high points of their technology. They’ll be trying to woo a panel of utility and program staff while convincing the crowd that their product should be included in their residential program product mix. Each pitch will be followed by 3 minutes of Q&A from the panel and crowd, and a vote via Sli.do. Immediately following this session, attendees will be encouraged to take a closer look at the featured technologies and speak with their representatives during the hands-on product lab during the break.

Time: 2:15 PM -2:45 PM 

Location: Sweetgrass Pavilion Prefunction Hall and Sea Oats Porch 

Who doesn’t love a food truck? Join us for a special snack, network and breathe in the sea air for a quick pick-me-up. 

During Break:  

Tech Sandbox - You’ve been learning about innovative education, marketplace and customer engagement technologies, but you haven’t been able to play with them—yet. Join the experts for no pressure, hands-on demos of whichever technologies have caught your interest. Learn first-hand how these innovative technologies can help your portfolio succeed. 

Hands on Product-Lab - You saw something you loved during the Emerging Technology session, but you want to take a deeper dive. Join the manufacturers to ask questions, touch and feel the technology and determine whether you want to consider adding it to your programs. Manufacturers will schedule additional meetings or product demos for you and your team, but only if you’re interested. 

Time: 2:45 PM –4:00 PM 

Moderator: Aron Jarr, Franklin Energy


Eduardo Guerra, Con Edison

Sarah Colvin, ecobee

Greg Wassel, Franklin Energy

Location: Tides Ballroom 

Now, more than ever, program designs are focused on end goals other than simply energy efficiency or peak load reduction goals.  The speakers in this session will discuss a variety of goals specific to their programs that go beyond kWh and kW reductions.  Additionally, these speakers will discuss how these additional benefits affect the view of cost effectiveness and program viability especially in some situations where generation is not an issue. 

Time: 6:00pm-9:00pm 

Location: Grand Pavilion Pool and Beach 

Enjoy local Carolina BBQ poolside with your colleagues and new friends. We'll be celebrating the 25th anniversary of Franklin Energy and the 30th anniversary of AM Conservation Group, so get ready to party like it's 1994 - the year Franklin Energy was founded! Pack your double denim and fanny packs, and get ready for a 90's themed party guaranteed to be totally rad!

Sing with the Band!

Friday, March 29

Pre-registration required. 

Time: 6:00am-6:30am 

Location: Wild Dunes Beach. Meet at Boardwalk Inn pool.

Join us for relaxing meditative yoga with an emphasis on achieving balance between body and mind. It’s for all levels, from beginner to advanced and those with physical limitations. Class will be taught by a professional yoga instructor from Wild Dunes Resort. All attendees will receive a complimentary yoga mat. 


Time: 7:00am-8:00am 

Location: Sweetgrass Pavilion Prefunction Hall and Sea Oats Porch 

Join us for a breakfast buffet to recharge (and maybe help you recover from last night!).  

Time: 8:00 AM – 9:15 AM 

Moderator: John Bailes, AM Conservation Group


Rick Nortz, Mitsubishi Electric

Greg Nettleton, Franklin Energy

Larry Weight, Franklin Energy

Location: Tides Ballroom 

Utility program changes due to EISA lighting standards have been a hot topic on the minds of utilities, implementers and evaluators alike. In this session, a cross-functional panel will discuss the immediate future of programs and technologies with these changes on the horizon.  Specifically, we will look at residential energy efficiency programs to see what becomes the driving force for savings to maintain cost effective programs that are desirable to customers.

Time: 9:15 AM – 10:30 AM 

Moderator: Susan Osbeck, Franklin Energy


Jeremy Laundergan, Enernex

Will Baker, Nest

Olaf Lohr, sonnen

Location: Tides Ballroom 

Demand response has evolved over the years from one-way switched based control to include two-way options and smart thermostats.  As time progresses a push further into the management of behavior and technology becomes a larger portion of a utility’s demand management portfolio.  In this session, our speakers will take a look at how customers respond to behavioral demand response programs and low touch peak shaving algorithms and rate designs.  We will also discuss the management of distributed energy resources such as electric vehicle charging, battery storage, and solar systems as well and their roles in managing the demand curve.

Time: 10:30 AM -11:00 AM 

Location: Sweetgrass Pavilion Prefunction Hall and Sea Oats Porch 

More mobile snacks! Join us for a beat-the-heat treat, network and breathe in the sea air for a quick pick-me-up.

Time: 11:00 AM – 12:00 PM 

Moderator: Paul Schueller, AM Conservation Group and Franklin Energy


William Ellis, Exelon

Brian Kirchman, ComEd

Shannon Gardner, Duke Energy

Doug Scott, Great Plains Institute

Location: Tides Ballroom 

What does the future of the industry look like, and how will we get there? Join our expert team of panelists for an interactive and engaging discussion about what’s next, and the practical ways we can get there (or already are). 

Time: 12:00pm-1:00pm 

Delicious food and networking.

Pre-registration required.

Time: 1:00pm-5:00pm 

Location: Wild Dunes Harbor Course 

Golf Digest says Wild Dunes Resort is among the “Best in State” for golf in South Carolina. Designed by Tom Fazio, the Harbor Course is known for its challenging design and beautiful views, and most of all, water. From lagoons and salt marshes to the Intracoastal Waterway, this varied golf course will test all aspects of your game. We’ll assemble participants into teams for a fun scramble to close out our Residential Summit.


Pre-registration required.

Time: 1:00pm-5:00pm 

Transportation will be provided for attendees to take a trip to beautiful downtown Charleston. They will have the exciting opportunity to explore the rich history of the city, which was originally founded in 1670. With plenty of boutiques and other fun hot spots, this will be an excursion to remember.



102 N. Franklin Street,

Port Washington WI 53074

E: inquiries@franklinenergy.com

P: 866-735-1432

F: 262.284.4003




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