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Document 1 - Attachment 4 Powering Innovation Al and the Future Energy Landscape August 10-12, 2025 Loews Coronado Bay Resort Coronado, CA AGENDA AT-A-GLANCE (All Times Pacific): Day 1 1 Sunday, August10 6:00-8:00 p.m. Welcome Reception - Bay Terrace, Loews Coronado Bay Resort Day 2 I Monday, August 11 8:30 a.m. Welcome- Setting the Stage Morgan Scott, Vice President, Global Partnerships and Outreach, EPRI 8:35 a.m. Powering the Knowledge Factory Arshad Mansoor, President and Chief Executive Officer, EPRI 8:45 a.m. From Insight to Impact: Setting the Stage for Action This opening session will launch the Summer Seminar by framing the urgent opportunities and challenges posed by Al's transformative impact on the energy sector. A CEO-level panel will explore the strategic imperatives for harnessing Al to build a resilient, cost-effective energy future-highlighting key areas such as predictive maintenance, real-time monitoring, and optimized dispatch. The conversation will spotlight how EPRl's global network can accelerate innovation and collaboration to meet the soaring energy demands of Al infrastructure. Panelists will identify critical priorities and outline the actionable pathways for EPRI, its members, and industry stakeholders to deliver scalable, affordable solutions with speed and impact. Moderator: Arshad Mansoor, President and Chief Executive Officer, EPRI Panelists: Joe Dominguez, President and Chief Executive Officer, Constellation Tom Kent, President and Chief Executive Officer, Nebraska Public Power District Vince Sorgi, President and Chief Executive Officer, PPL Corporation 9:15 a.m. 9:30 a.m. Signals from the Future: What Al Trajectories Could Mean for Power Demand Jaime Sevilla, Director, Epoch Al Understanding how emerging trends in artificial intelligence could reshape the energy landscape over the next decade starts by drawing on cutting-edge forecasting models. Jaime Sevilla will highlight both the risks and opportunities Al presents for load growth, with impacts that require improved infrastructure resilience, operational efficiency, and long-term planning. This session will provide the insights needed as a foundation for navigating and shaping the future ofAl-enhanced energy systems. Meeting the Moment: Planning for the Current Wave of Load Growth - Executive Perspective Gil Quiniones, President and Chief Executive Officer, Commonwealth Edison Co. Building on the previous discussion about Al-driven demand growth, Gil Quiniones will explore how utilities-like the one he leads- are gearing up for an unprecedented surge in electricity consumption. Insights will go beyond the rapid expansion of data centers to include the accelerating trends of electrification and industrial resurgence-converging forces that are driving some of the most significant and sustained load growth the energy sector has ever faced. Quiniones will share how utilities are planning, investing, and innovating to meet this moment. Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0026907 SESSION 1 9:45 a.m. 10:30 - 11:00 a.m. SESSION 2 11 :00 - 11 :50 a.m. Meeting the Moment: Planning for the Current Wave of Load Growth As the energy sector braces for a historic surge in electricity demand-driven by Al , electrification, and industrial expansion- this moderated discussion will address how we plan for what's next. Building on insights from the preceding session, this panel will bring together leaders from across the utility, regulatory, and energy innovation landscape to explore how we the energy sector can innovate to meet the moment. From grid modernization, transmission expansion, to public-private collaboration, panelists will share how they are navigating the challenges and opportunities of this transformative era. Moderator: Patti Poppe, Chief Executive Officer, Pacific Gas & Electric Panelists: Jason Wells, President and Chief Executive Officer, CenterPoint Tricia Pridemore, President, National Association of Regulatory Utility Commissioners (NARUC) and Commissioner, Georgia Public Service Commission Srimonto Ghosh, GM/Head, Al infrastructure Power Solutions, Chevron New Energies BREAK Navigating Bottlenecks: Solutions for Data Center and Power System Supply Chains What is the current state of the supply chain? How accurate are reports regarding supply chain dynamics? Are conditions improving or deteriorating? What proactive measures can utilities, suppliers, and stakeholders take to strengthen resilience and minimize impact? As energy system development grows to meet surging data center demand, addressing supply chain challenges to secure necessary equipment in a timely fashion is critical. With global supply chains confronting the compounding effects of accelerated infrastructure development and geopolitical pressures, this session will delve into the complexities of building and scaling- identifying supply chain bottlenecks and solutions to overcome them. The conversation will explore how the energy sector can navigate these challenges through innovation, strategic partnerships, and investment in resilient supply chain strategies. Key insights expected to include how to: Assess the real impacts of accelerated energy system development on already strained supply chains; Understand approaches to strengthen supply chain resilience; and Identify approaches to mitigate supply chain uncertainty through forward-looking procurement strategies and supply chain diversification. Moderator: David Victor, Professor of Innovation and Public Policy, Co-director UCSD Initiative on Deep Decarbonization Panelists: Javier Fernandez, President and Chief Executive Officer, Omaha Public Power District Jim Burke, President and Chief Executive Officer, Vistra Corp. Pablo Koziner, Chief Commercial & Operations Officer, GE Vernova Duke Austin, President and CEO, Quanta Services Sierra Club v. Dept of Energy, 4:25-cv-5027 2 SC_EVERSPLIT0026908 11 :50 a.m. 12:00 - 1:00 p.m. 1:00 p.m. SESSION 3 1:15 p.m. - Flexible by Design: Scaling Datacenter and T&D design for Rapid Acceleration of Al Hardware Harqs Singh, Chief Technology Officer, lnfraPartners LUNCH Keynote - Opportunity for Flexing Data Centers Varun Sivaram, Founder & CEO, Emerald Al From Concept to Reality: Demonstrating Data Center Flexibility in Production Environments EPRl's DCFlex project has brought together a wide range of stakeholders connected to powering Al. The collaborative effort between so many parties has enhanced communications, generated new ideas, and improved processes to serve significant load growth in needed timeframes while enabling data centers to function as flexible grid resources. This session will include hyperscalers, developers/ operators, and technology providers discussing demonstration operational results. Key insights expected to include how to: Enable computational flexibility of data center workloads; Leverage opportunities for ancillary services from data center assets for fast frequency and other support mechanisms; and Utilize applications of renewable fuels in backup generation for greater run time capabilities. Moderator: David Porter, Vice President Electrification & Sustainable Energy Strategy, EPRI Panelists: Chris Crosby, CEO, Compass Datacenters Bryce Dalley, Director, Commercial Energy Supply, META David Gauthier, GM, Datacenter Critical Environment Systems Intelligence, Microsoft Briana Kobor, Head of Energy Market Innovation, Google Sierra Club v. Dept of Energy, 4:25-cv-5027 3 SC_EVERSPLIT0026909 SESSION 4 2:00 p.m. 3:00 - 3:30 p.m. SESSION 5 3:30 p.m. Separating Fact from Fiction : Advanced Energy Supply Technologies Rapid demand growth driven largely by data center proliferation is straining utilities' ability to meet 24/7 energy needs and challenging industry and government leaders around the world to find new energy supply solutions. As the definition of the fu ll portfolio expands to encompass emerging energy supply resources- including advanced nuclear, carbon capture and storage, long-duration energy storage, and emerging fuels- decision-makers are tasked with picking winners and losers with only a partial view of development and operational risk. This session brings together energy and technology leaders to start lifting the fog of uncertainty around emerging technologies, identifying innovative risk-sharing mechanisms and shortening the path to nth-of-a-kind deployment. Key insights expected to include how to: Establish realistic development timeframes for emerging energy supply technologies; Implement efforts to mitigate technical and non-technical barriers to emerging resource deployment; and Initiate near-term actions to reduce initial deployment risk and deliver value through industry- government collaboration Moderator: Neva Espinoza, Senior Vice President, Energy Supply and Low-Carbon Resources, EPRI Panelists: Chris Levesque, President and Chief Executive Officer, TerraPower Jack Norbeck, Co-Founder and CTO, Fervo Energy Jordan Cole, Chief Commercial Officer, Hydrostor Rich Voorberg, President, Siemens Energy North America Derrick York, President of Solar Turbines, a Caterpillar Company BREAK Investment Insights: Building Al, Data Centers, and Power Generation for Future Growth The incredible amount of demand growth the industry is experiencing and forecasting not only requires investment in today's technologies, but also in the next generation of supply resources, Al, and datacenters. New asset investments must navigate regulatory uncertainties and the gap between firstand nth-of-a-kind technologies. This panel will explore how diverse organizations are considering and prioritizing financing in this evolving investment landscape of both power system and Al assets. Key insights expected to include how to: Gain deeper insights into financial risk allocation in consideration of how it might be distributed across the various stakeholders in Al-related investments; Prioritize strategic investments based on power availability, local tech skills, fiber connectivity, and other factors; and Evaluate policy, regulatory, and market impacts on investment decisions. Moderator: Maria Pope, President and Chief Executive Officer, Portland General Panelists: Raj Agrawal, Partner, Global Head of Real Assets, KKR Jay Horine, Global co-head of Investment Banking Coverage and Region, JPMorgan Chase &Co. Brian Savoy, Executive Vice President and Chief Financial Officer, Duke Energy 4 Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0026910 4:15 p.m. 4:25 p.m. 6:00- 8:00 p.m. Day 3 8:30 a.m. 8:35 a.m. SESSION 6 8:55 a.m. 9:40 a.m. Empowering Power: Time for Al to Return the Favor As the energy sector evolves, EPRI is seeing great opportunities for meaningful applications of Al - not just as a tool, but as a transformative force. This session will set the foundation for Summer Seminar Day 2, where we'll explore how EPRI sees Al unlocking new levels of system performance and innovation across the power landscape. Jeremy Renshaw, Executive Director -Al & Quantum, EPRI Day 1 Closing Morgan Scott, Vice President, Global Partnerships and Outreach, EPRI Reception: Marina Terrace, Loews Coronado Bay Resort I Tuesday, August 12 Welcome Morgan Scott, Vice President, Global Partnerships and Outreach, EPRI Keynote Fireside Chat - Powering the Future: From Raw Data to Real Intelligence Swati Daji, Executive Vice President, Chief Financial , Risk and Operations Officer, EPRI Darryl Willis, Corporate Vice President Energy & Resources Industry, Microsoft Al Integration: Is the Data Ready for Al? This session will focus on the critical aspects of integrating Al within electric utilities, delving into the complexities and challenges that energy companies face as they adopt Al technologies to enhance operational efficiency, reliability, and customer service. The discussion will also explore the various risks associated with data governance, cleansing, and Al implementation, including cybersecurity threats, data privacy concerns, and operational vulnerabilities. Attendees will learn about effective risk mitigation strategies and best practices from industry leaders. Key insights expected to include how to: Enhance data quality and integrity through comprehensive data governance strategies; Facilitate data validation, cleansing, and standardization processes to ensure Al models use accurate, relevant, and reliable data as the foundation for informed decision-making; and Implement robust cybersecurity measures, including advanced encryption techniques, regular audits, and Al-driven security protocols, to help mitigate risks associated with data leakage and unauthorized access. Moderator: Jay Cavalcanto, Senior Vice President and Chief Information Officer, Constellation Energy Group Panelists: Shashi Menon, Vice President, Digital Technology, SLB Bonnie Titone, Senior Vice President and Chief Administrative Officer, Duke Energy Dan Whigham, US and Mexico Consulting Sector Leader, PwC Wired for Intelligence: Al and the Future Flexible Grid David Hochschild, Chair, California Energy Commission Pedro Pizarro, President and Chief Executive Officer, Edison International Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0026911 10:00 - 10:30 a.m. BREAK SESSION 7 10:30 a.m. 11:15a.m. Revolutionizing Power: Open Power Al Use Cases that Innovate for Tomorrow Al has the potential to unlock groundbreaking opportunities for the power sector as the foundation for our energy future, driving innovation in energy management, grid optimization, and predictive main- tenance, among other operational and strategic areas. This session will examine use cases through which electricity providers are already leveraging Al to enhance efficiency and reliability in power sys- tem operations. The conversation is designed to broaden the industry's perspective on what is possible and inspire visions of future advancements yet to be imagined. Key insights expected to include how to: Demonstrate ability to enhance operational efficiency including reduced downtime and improved grid reliability; Understand of the strategic potential ofAl in driving innovation across various aspects of the power sector, including predictive maintenance and grid optimization; and Approach evaluating and prioritizing decision-making and investments that balance risk and reward while preparing for future advancements. Moderator: Daniel Brooks, Senior Vice President, Energy Delivery & Customer Solutions, EPRI Panelists: Josh Wong, Founder & CEO, Thinklabs Al, Inc. Sasan Mokhtari, CEO, OATI Cheryl Linder, Managing Director, Utilities Industry, Data and Al, Accenture Kimberly Cook-Nelson, Executive Vice President and Chief Operating Officer, Entergy ---- - GRID GAMES: The Al Power Play Three EPRI VPs; Three Al Applications, One Vote to Rule them All Asset Management - An Augmentation step ...on the Journey Toward Autonomy Michael Caravaggio, Vice President, Energy Supply - Fleet Reliability Agentic Al Platform for Transmission Planning Durgesh Manjure, Vice President, Integrated Grid and Energy Systems Troubleshooting Nuclear Assets Using a Nuclear Industry LLM Steve Swilley, Vice President and Chief Nuclear Officer, EPRI POLL QUESTION: Which Al application do you think will have the most significant opportunity to drive meaningful change for the power industry? Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0026912 CLOSING PLENARY 11 :30 a.m. 12:00 p.m. From Insight to Impact: Bringing it All Together To close the Summer Seminar, this discussion will feature a candid conversation on how the energy sector must evolve to meet the transformative demands ofAl. Building on the insights shared throughout the seminar, this session will weave together perspectives on how accelerating innovation and convening global collaboration to ensure Al becomes a force for grid resilience and affordability; the criticality of balancing operational readiness, investment priorities, and the urgency of aligning infrastructure with Al-driven load growth; and highlight how federal leadership can enable faster deployment, flexible market design, and secure energy systems. This closing conversation will connect threads across sessions and perspectives to illuminate leadership commitments and strategic priorities to transform insight into action and accelerate our path toward an Al-powered energy future. Chris Womack, Chairman, President and CEO, Southern Company James Danly, Deputy Secretary, Department of Energy Closing Remarks - Weaving the Al Tapestry Arshad Mansoor, President and Chief Executive Officer, EPRI Adjourn Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0026913