Customer Summit. Energy. Enabling the Adaptive Enterprise

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1 Customer Summit Energy Enabling the Adaptive Enterprise Chicago June 15 17, 2015

2 AGENDA AT A GLANCE ARRIVALS / REGISTRATION / WELCOME COCKTAIL RECEPTION Monday, June 15, :00PM - 6:30PM 6:30PM - 9:30PM Arrivals & Registration 5 th Floor Welcome Cocktail Reception 5 th Floor GENERAL SESSION / BEST PRACTICE SESSIONS - DAY 1 Tuesday, June 16 7:30AM 9:00AM 9:00AM 9:45AM Breakfast & Registration General Session Scott Coffing, Group President, SunGard 9:45AM 10:20AM SunGard Energy: Welcome Remarks Markus Seiser, Global Head of Services and Managing Director, SunGard Energy Keynote: The State of the Energy Market & Beyond Glen Labhart, Partner, Labhart Risk Advisors Inc. 10:20AM -11:00AM Bringing Your Organization to the Next Level: The Business Behind an Upgrade Mark May, Director of Risk, Phillips 66 11:00AM 11:30AM 11:30AM -12:30PM Networking Break Gaining and Maintaining Competitive Edge: Technology for Energy Trading Jill Feblowitz, Vice President, Utilities and Oil & Gas, IDC 12:30PM 2:00PM Networking Lunch CUSTOMER SUMMIT AGENDA - CHICAGO 2

3 CONTINUED DAY 1 SESSIONS 2:00PM 3:00PM Energy Reform in Mexico - What's Next? Arturo Palacios, Consultant, RDA Consultores en Energía 3:00PM 3:30PM 3:30PM 4:15PM Networking Break Selecting the Best Operating Model for Your E/CTRM System Timothy Hill, Manager IT - Commercial Operations, Talen Energy Corporation Manish Gupta, Lead Business Systems Analyst, Talen Energy Corporation 4:15PM 5:00PM Generating Efficiencies: Consolidating on a Single ETRM System Glen Mackey, Chief Risk Officer, NRG Energy 6:30PM-10:00PM Customer Appreciation Dinner Morgan Manufacturing (See page 6 for more details) Buses to Depart at 6:00PM Sharp From the Hotel Lobby CUSTOMER SUMMIT AGENDA - CHICAGO 3

4 USER GROUP SESSIONS - DAY 2 Wednesday, June 17, :00AM 9:00AM 9:00AM 10:30AM Networking Breakfast Welcome Remarks and Key Product Strategy Updates Service Offerings Data Visualization Reporting RECs Markus Seiser, Global Head of Services and Managing Director, SunGard Energy 10:30AM 11:00AM 11:00AM 12:00PM 12:00PM 1:00PM 1:00PM 1:40PM Networking Break Product Roadmaps: Functional and Technical Plans for Aligne Kevin Mossop, Vice President, Product Management, SunGard Energy Networking Lunch Using Management Audits to Measure Project Performance Dennis Hernandez, Business Development Partner, SunGard Consulting Services CUSTOMER SUMMIT AGENDA - CHICAGO 4

5 CONTINUED DAY 1 SESSIONS 1:45PM 2:30PM 3:00PM 3:45PM Breakout Session Spotlight on Fuels Roy Zwolak, Product Manager, SunGard ROOM F (5 TH FLOOR) 1:45PM 2:30PM 3:00PM 3:45PM Breakout Session TRM: Best Practices and Latest Updates Jose Noyes, Product Manager, SunGard ROOM H (5 TH FLOOR) 1:45PM 2:30PM 3:00PM 3:45PM Breakout Session Gas & Pipe: Notable Enhancements in GBO, Gas Ops & Pipe Ops Martin Wilson, Product Manager, SunGard Kirt Kleinman, Product Manager, SunGard 2:30PM 3:00PM 3:45PM 4:00PM 4:00PM Coffee Break Wrap Up & Raffle Prize Announcement Departures CUSTOMER SUMMIT AGENDA - CHICAGO 5

6 CUSTOMER APPRECIATION DINNER Morgan Manufacturing Tuesday, June 16 6:00 Buses Depart Hotel Lobby 6:30 7:30 Networking Cocktail Reception 7:30 10:00 Appreciation Dinner Join us as we take you back in time to the 1920 s where jazz and swing were at their highest and prohibition was just a call for celebration! Housed in a completely renovated, pre- Chicago Fire building, Morgan Manufacturing is designed around a concept of modularity and industrial elegance. Come and dance the night away! CUSTOMER SUMMIT AGENDA - CHICAGO 6

7 SESSION DESCRIPTIONS Keynote: The State of the Energy Market & Beyond Guest Speaker: Glenn Labhart, Partner, Labhart Risk Advisors Inc. As global and regulatory changes are affecting the US markets, 2015 was an eventful year so far. Glenn Labhart of Labhart Risk Advisors will deliver a keynote session reviewing the state of the energy market in 2015 and insights helping to understand what s coming up in His presentation will include an overview of the supply and pricing of natural gas and LNG exports and how it affects the market players. This session will also dive into the strengthening role of technology and analytics in adapting to ever changing energy market environment. Bringing Your Organization to the Next Level: the Business Behind an Upgrade Guest Speaker: Mark May, Director of Risk, Phillips 66 Mark May of Phillips 66 will share a case study on Phillips 66 journey to improved global risk reporting by upgrading from ZaiNet to Aligne. The session will include a history of company s risk management system usage and its upgrade strategy in meeting to new business demands. Mark will share the best practices and keys to success from his and his team s experience. Gaining and Maintaining Competitive Edge: Technology for Energy Trading Guest Speaker: Jill Feblowitz, Vice President, Utilities and Oil & Gas, IDC Energy markets have seen dramatic changes over the last five years, with shifts in demand for energy and new supply resources for transportation, power generation and residential, commercial and industrial end uses. The pace of change has accelerated, along with the pace of the development of technology. In an even more dynamic environment, what do trading companies need to be better prepared to hedge risk and take advantage of market opportunities? This presentation will provide a look at must have capabilities for trading companies for today and the future, and provide recommendations of where to start. Energy Reform in Mexico - What's Next? Guest Speaker: Arturo Palacios, Consultant, RDA Consultores en Energía The framework of Mexico s energy and hydrocarbon laws are changing right now. These reforms in the gas and power segments represent both historic change and business opportunities for those companies with an existing presence in Mexico and for those companies wishing to enter this evolving market. Join us for a presentation by Arturo Palacios, who provides an insider s view on these sweeping changes to Mexico s future energy landscape. CUSTOMER SUMMIT AGENDA - CHICAGO 7

8 SESSION DESCRIPTIONS (CONTINUED) Selecting the Best Operating Model for Your E/CTRM System Guest Speakers: Timothy Hill, Manager IT - Commercial Operations, Talen Energy Corporation Manish Gupta, Lead Business Systems Analyst, Talen Energy Corporation Speakers will share PPL s perspective and experience related to the key business and technical drivers that lead to choosing the ETRM operating model -hosted, private cloud or SaaS. Generating Efficiencies: Consolidating on a Single ETRM System Guest Speaker: Glen Mackey, Chief Risk Officer, NRG Energy NRG Energy has been in active merger and acquisition mode for the last few years. Hear from their Chief Risk Officer on how they have managed effective integration of data and consolidation of ETRM platforms. Using Management Audits to Measure Project Performance Speaker: SunGard Consulting Services SunGard Consulting Services will illustrate its Project Audit practice detailing its services to support ETRM implementations and upgrades. The speaker will examine the concept of well-defined and active quality processes helps to ensure project success regardless of risk profile or complexity. User Group - Fuels: Spotlight on Fuels Speaker: Roy Zwolak, Product Manager, SunGard New features, CDD Items, functionality and bug fixes Deep dives into the Fuels product roadmaps Where do we need to go from here, Future CDD Items Functional Q&A Session User Group - TRM: Speaker: Jose Noyes, Product Manager, SunGard Key project successes from your peers Deep dives into your specific product roadmaps Best practices on informing your business on the latest updates Features, functionality, bug fixes and the importance of upgrades CUSTOMER SUMMIT AGENDA - CHICAGO 8

9 SESSION DESCRIPTIONS (CONTINUED) User Group - Gas & Pipe: Notable Enhancements in GBO, Gas Ops & Pipe Ops Speakers: Martin Wilson, Product Manager, SunGard Kirt Kleinman, Product Manager, SunGard This will review notable enhancements released over the last year and will include a look forward to the next six months. We ll highlight a select few with a deeper dive into business scenarios and how these might help your processes/business. A brief look at the product road map will wrap up the session. CUSTOMER SUMMIT AGENDA - CHICAGO 9

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