Customer Summit. Energy. Enabling the Adaptive Enterprise

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Customer Summit

Energy

Enabling the Adaptive Enterprise

Chicago

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CUSTOMER SUMMIT AGENDA - CHICAGO

2 AGENDA AT A GLANCE

ARRIVALS / REGISTRATION / WELCOME COCKTAIL RECEPTION

Monday, June 15, 2015

1:00PM - 6:30PM Arrivals & Registration

5th_Floor

6:30PM - 9:30PM Welcome Cocktail Reception

5th_Floor

GENERAL SESSION / BEST PRACTICE SESSIONS - DAY 1

Tuesday, June 16

7:30AM – 9:00AM Breakfast & Registration

CHICAGO BALLROOM DE (FLOOR 5)

9:00AM – 9:45AM

_{General Session}

Scott Coffing, Group President, SunGard CHICAGO BALLROOM DE (FLOOR 5)

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 -- 2015 & Beyond

Glen Labhart, Partner, Labhart Risk Advisors Inc.

DENVER / HOUSTON / KANSAS CITY (5TH_FLOOR)

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 Networking Break

11:30AM -12:30PM Gaining and Maintaining Competitive Edge: Technology for Energy Trading

Jill Feblowitz, Vice President, Utilities and Oil & Gas, IDC

12:30PM – 2:00PM Networking Lunch

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CUSTOMER SUMMIT AGENDA - CHICAGO

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 Networking Break

3:30PM – 4:15PM 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)

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CUSTOMER SUMMIT AGENDA - CHICAGO

4 USER GROUP SESSIONS - DAY 2

Wednesday, June 17, 2015

8:00AM – 9:00AM Networking Breakfast

CHICAGO BALLROOM DE (FLOOR 5)

9:00AM – 10:30AM Welcome Remarks and Key Product Strategy Updates  Service Offerings

 Data Visualization  Reporting  RECs

Markus Seiser, Global Head of Services and Managing Director, SunGard Energy

DENVER / HOUSTON KANSAS CITY (5TH_FLOOR)

10:30AM –11:00AM Networking Break

11:00AM –12:00PM Product Roadmaps: 2015-2016 Functional and Technical Plans for Aligne

Kevin Mossop, Vice President, Product Management, SunGard Energy

12:00PM – 1:00PM Networking Lunch

CHICAGO BALLROOM DE (FLOOR 5)

1:00PM – 1:40PM Using Management Audits to Measure Project Performance

Dennis Hernandez, Business Development Partner, SunGard Consulting Services

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CUSTOMER SUMMIT AGENDA - CHICAGO

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 (5TH_FLOOR)

1:45PM – 2:30PM

3:00PM – 3:45PM

Breakout Session

_{TRM: Best Practices and Latest Updates}

Jose Noyes, Product Manager, SunGard

ROOM H (5TH_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 Coffee Break

3:45PM – 4:00PM Wrap Up & Raffle Prize Announcement

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CUSTOMER SUMMIT AGENDA - CHICAGO

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.

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CUSTOMER SUMMIT AGENDA - CHICAGO

7 SESSION DESCRIPTIONS

Keynote: The State of the Energy Market -- 2015 & 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 2016. 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.

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CUSTOMER SUMMIT AGENDA - CHICAGO

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

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CUSTOMER SUMMIT AGENDA - CHICAGO

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.