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Deploying energy storage results in a more resilient, efficient, sustainable, and affordable electricity grid. But planning and implementing storage requires specialized knowledge and analysis tools. With this seminar utilities, regulators, and other stakeholders will learn about the energy storage modeling and planning techniques being used around the country to deliver cost effective storage in a variety of applications on the rapidly evolving grid.

The U.S. Energy Storage Association (ESA) and seminar sponsor Roland Berger are hosting an in-depth virtual seminar on energy storage planning on June 16-17, 2021, Transforming the Grid:  Planning and Implementing Energy Storage. Registration has now closed.

This seminar consists of four 2.5-hour modules presented over two days, beginning at 12:00 noon ET, running to 5:30 PM ET (the program includes a 30-minute break between modules).  Each module is split into three shorter sessions, with each session featuring a different presenter. Register for one, two, three, or all four modules – the choice is yours.

This is the second seminar of a series, the first was held in December 2020: Getting Started with Energy Storage: The Essential Guide for Planning, Analyzing, Procuring and Communicating. 

Registration is now closed.

Module 1: Approaches & Frameworks for Planning

June 16, 2021 12:00 PM – 2:30 PM ET

This module introduces the diverse applications of energy storage systems and describes how storage fits into the bigger picture of electricity market transformation.  It is designed for professionals with experience in the energy and/or electric industry and system planning processes who want to expand their knowledge to include storage, as well as financial analysts considering storage as an investment option.

Energy storage is a versatile and flexible technology that can operate as both load and generation, as well as operate as a transmission and distribution investment. Storage can serve as peaking capacity to contribute to system reliability, particularly in regions with high penetration of renewables, as well as offer grid services such as frequency regulation, spinning reserve, and fast ramping.   The applications covered in this module include:

  • Peaking Generation and Capacity
  • Grid Services and Operating Flexibility
  • Non-Wire Alternative for Transmission
  • Distribution Upgrade Alternatives
  • Back-up Power and Microgrids

Learning Objectives:   Attendees will learn the wide range of energy storage applications and use cases; understand how a specific need can influence the technology chosen; and learn how storage relates to the overarching objectives and targets expressed in utility integrated resource plans. 


  • Mike Granowski, Director, Energy & Utilities Competency Center, Roland Berger
  • Ben Kaun, Program Manager, Energy Storage & Distributed Generation, Electric Power Research Institute (EPRI)
  • Sanderson Hull, Director, Asset Valuation & Strategy Group, Energy and Environmental Economics (E3)

Module 2: Methods and Models for Evaluating Energy Storage Investment

June 16, 2021 3:00 PM – 5:30 PM ET

This module demonstrates how to evaluate storage in different use cases & market settings. It is designed for analysts who are responsible for executing studies to determine the value of alternative resource options – including storage – using state of the art analytic tools.

The versatility and flexibility of storage assets in operation make asset valuation and optimization sophisticated. Analysts need to track both energy flows (charging/discharging) and stocks (state of charge) to characterize battery operation and to devise behavioral algorithms to estimate value streams.   Modeling intertemporal optimization under uncertainty requires a rich set of tools to analyze the financial impact of storage technologies.

Learning Objectives:  Attendees will review the entire tool kit necessary to determine the value of storage across various use cases, such as: contributing to resource adequacy; providing energy or ancillary services in wholesale markets; complementing or substituting for transmission and distribution investments; and managing load for both end-user and grid impacts. 


  • Kevin Carden, Director, Astrape Consulting
  • Robert LaFaso, Senior Energy Analyst – Energy Storage, Ascend Analytics
  • Dr. Natallia Pinchuk, Principal, Roland Berger

Module 3: Procurement Processes and Transactions

June 17, 2021 12:00 PM – 2:30 PM ET

This module describes how to translate storage options selected in a planning exercise into actual storage investments. It is designed for procurement officials, risk management officers, and legal staff.

Once analyzed and incorporated into investment plans, deploying storage requires a process with many steps: developing specifications; issuing RFPs; negotiating agreements for construction, finance, insurance operations & maintenance and decommissioning; and creating mechanisms for compensating asset owners for the value that storage provides.  Because many entities are procuring storage or storage services for the first time, success requires an understanding of opportunities, risks, and emerging best practices.

Learning Objectives: Attendees will understand procurement processes, from both the customer (e.g., utility) side as well as the developer perspective; examine RFPs and development processes; review best practices for construction and operation contracts; explore innovative contractual alternatives to ownership; and learn how to build in end-of-life responsibilities.


  • Erin Childs, Project Manager, Strategen Consulting
  • Erin Minear, Senior Project Manger, Electric Power Research Institute (EPRI)
  • Bradway Widing, Partner & Executive Vice President / Managing Director Clean Energy Insurance, INpower

Module 4: Regulation, Rules & Requirements

June 17, 2021 3:00 PM – 5:30 PM ET

This module explains the gauntlet of requirements through which energy storage projects must pass, including codes & standards, local permits and approvals, interconnection processes or end-of-life requirements.  Understanding the rules governing storage throughout the life cycle – construction, operation, and decommissioning – is critical to project success. 

Learning Objectives: Attendees will understand the range of requirements that apply to storage and strategies for developers, owners & operators to comply and succeed.


  • Sharon Bonesteel, Energy Storage Systems Codes and Safety Working Group Leader, Salt River Project
  • Dr. Davion Hill, Partner & Co-founder, Momentum Energy Storage Partners
  • Dr. Rhonda Peters, Founding Principal, InterTran Energy Consulting
  • Sky Stanfield, Partner, Shute, Mihaly & Weinberger LLP

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