TEA Speakers Bureau

As highly regarded subject matter experts in their fields, TEA's experienced presenters are sought after to share the latest industry developments with analysis and insights about their impact to public power. We invite you to browse our speakers catalog and their areas of expertise. For more information, please contact Jessica Olberding.

Joanie Teofilo,
President & CEO


Topics
Biography
As chief executive officer, Joanie Teofilo drives the strategic focus of TEA Solutions to deliver enhanced value to utilities and the communities they serve. Under her guidance, TEA Solutions helps power systems operate more efficiently, manage energy risk diligently, and expand their market reach. Ms. Teofilo’ s entrepreneurial vision and value-focused leadership have played a vital role in the development of TEA Solutions, which leverages the tools, systems, and expertise of The Energy Authority (TEA) to benefit a diverse range of power generators as they navigate the rapidly changing wholesale markets.

As a member of TEA's original launch team in 1997, Ms. Teofilo helped shape the deal capture trade systems, deal pricing, and deal valuation practices that enable TEA Solutions to deliver value for its clients. Throughout her career she has led teams across a range of specializations, including regulatory compliance, risk management, and analytics, to design and implement customized programs that specialize in hedging recommendations and risk metrics for utilities of all sizes and fuel supplies.

An industry expert, Ms. Teofilo is regularly sought out to speak at seminars on energy risk management and other related topics. Her speaking engagements have included events for the Committee of Chief Risk Officers, the Commodity Futures Trading Commission, the Federal Energy and Regulatory Commission, the American Public Power Association, and Electric Utility Consultants, Inc.

Prior to joining TEA Solutions and The Energy Authority, Ms. Teofilo worked as a project engineer in construction management at Santee Cooper, the leading utility of South Carolina, where she participated in combustion turbine studies, emissions studies, system planning, and implementation of equipment upgrades at generating stations. She began her professional career as a mechanical engineer at the American Samoa Power Authority, where she assisted with the development of a unit maintenance program, analysis of diesel generator performance, and capital improvement projects.

Ms. Teofilo holds a master's degree in business administration from the University of South Carolina. She obtained both a bachelor's degree in mechanical engineering and a bachelor's degree in government and international relations from the University of Notre Dame. She is also a registered Professional Engineer.

Robert Trinnear,
Managing Director,
East Trading

Topics

Natural Gas Market Update


A supply and demand fundamental overview of the Natural Gas market providing insights into potential risk and a long term equilibrium price.
Biography
Robert Trinnear is a widely respected expert in risk management and financial derivatives with two decades of industry experience. He brings invaluable strategic insight to The Energy Authority, where he leads trading services across all commodity types for TEA’s clients in the East Coast markets. Mr. Trinnear has a lengthy history of leadership roles at TEA, including Client Services Manager and Director of Trading and Risk Management, giving him unique perspective on the specific needs of TEA’s public power clients as they adjust to significant change and opportunity in the energy markets.

Before joining TEA, Mr. Trinnear was previously the Managing Director of Southern Horizon Consulting, where he specialized in financial risk management for clients in the technology, energy, and financial industries. Prior to focusing on energy commodities, he served as Senior Trader for Tyson Foods Inc. and held a variety of trading and structured finance roles at Mirant Corporation.

Mr. Trinnear holds a master’s degree in finance from Georgia State University, and a bachelor’s degree in management from Trinity College, Dublin. He also has an advanced diploma in business studies from the Dublin Institute of Technology and an Executive Certificate in Strategy and Innovation from the Massachusetts Institute of Technology.

Jeff Fuller,
Director,
Client Services

Topics

Electricity Markets


Expect to discuss the value of an organized electricity market and the market instruments that are generally made available in an organized electricity market suc as Financial Transmission Rights and Capacitiy Markets

EPA Clean Power Plan


Expect to discuss the properties of a carbon market and their impact to the electricity market

Hedge Valuation


Expect to discuss processes and tools that we can use to evaluate certain hedges such as the use of Monte Carlo Simulations and Stochastic Optimization
Biography
Mr. Sutjandra is responsible for modeling the impact of changes in the electricity industry to TEA clients. He is currently working on a resource planning model to assess the costs of compliance with the EPA Clean Power Plan. His previous work includes applying utility theory to evaluate risk-averse strategies, developing a prototype to the Slice Hydroelectric Optimizer, and developing FTR bidding strategies.

Prior to joining TEA in 2009, Mr. Sutjandra was a graduate student at the University of Texas at Austin, where he his research focused on applying optimization methods to solve problems faced by load-serving entities and the use of various financial instruments in the electricity market. He previously worked as a consultant and software developer for Cadence Design Systems, an electronic design automation company in California.

Mr. Sutjandra earned his master’s and bachelor’s degrees in electrical engineering from the University of Texas at Austin.

William Clarke,
Executive Director, Strategic Innovations & Analytics

Topics

Smart Meter Data: Challenges & Opportunities


The overwhelming amounts of data generated by smart meters present significant challenges and opportunities. Learn about potential use cases, cloud data analytics, and utility strategies to manage data. Hear how the Orlando Utilities Commission is leveraging data from its latest AMI projects like prepay, a consumer dashboard, remote connect/disconnect, conservation voltage reduction, meter data analytics, OMS-AMI integration, and using drive-by for hard to reach areas.
Biography
William Clarke leads a team of highly skilled analysts to identify complex challenges facing TEA’s clients in their respective markets and to find innovative solutions that help manage these uncertainties. His team collaborates closely with TEA’s clients to improve operations, lower costs to their customers, and manage risk.

Mr. Clarke also oversees the creation and application of mathematical models and analytical tools that evaluate the full range of physical, financial, and derivative energy products and transactions for TEA. His team develops trading strategies and structuring products to optimize the portfolios of TEA’s Members and clients.

Mr. Clarke has over 35 years of experience in the energy industry, specifically in strategic planning, financial planning, resource planning, transmission planning, and system operations. His expertise was critical for preparing TEA to enter into the RTO markets. Prior to joining TEA, Mr. Clarke was the project manager for the initial formation of the Midcontinent (formerly Midwest) ISO.

Mr. Clarke earned a master’s degree in business administration from the University of New Mexico and a bachelor’s degree in electrical engineering from Purdue University. He is also a registered Professional Engineer in New Mexico and Indiana and a Senior Member of the Institute of Electrical and Electronics Engineers.

Patrick McGarry,
Managing Director, Midwest Trading

Topics

RTO Generator Challenges


Discussion of the causes and impacts of generators losing money in today's RTO/ISO markets.

SPP IM Lessons Learned


Discussion geared towards entities joining imbalance markets or fully integrated RTO markets. In this presentation, Patrick shares the lessons learned as TEA shifted a team of employees and clients from the bilateral trading world into an organized market. We discuss skillsets required, impact of technology, importance of analytics, and the role of technology in RTO markets.
Biography
Patrick McGarry provides leadership and management of trading services across all commodity types for The Energy Authority’s clients in the Midwest markets.

Mr. McGarry joined TEA in 1999 and has over 30 years of trading experience. He has held various leadership positions throughout his career, including East Desk Director, Director of RTO Trading, and Director of West Desk Physical Trading and Risk Management in TEA’s Seattle office.

Prior to his career in the power business, Mr. McGarry enjoyed a 10-year career on Wall Street in the institutional fixed income capital markets. He played a key role in Yamaichi International of America’s recognition as a primary dealer by the New York Federal Reserve Bank and was the youngest employee in the company’s history to be named an officer.

Mr. McGarry holds a bachelor’s degree in finance from Fairfield University and is currently attending the University of Florida’s Executive MBA program.

William Rust,
Director,
Compliance

Topics

Market Manipulation Regulations for Energy Trading


Federal Regulators are currently very active in the pursuit of activity that violates anti-fraud and anti-manipulation regulations. This discussion will address the current regulations governing wholesale trading in electricity and natural gas as well as some of the more recent case studies where fines and disgorgement have been imposed.

FERC Regulation of Energy Trading


The FERC regulates interstate sales of whole electricity and natural gas as well as the transmission and transportation of these commodities. This discussion will provide a brief overview of the FERC’s jurisdiction as well as the rules governing the sale and delivery of electricity and natural gas.

CFTC Regulation of Energy Trading


With the passage of the Dodd-Frank Act, the CFTC has taken a larger role in the regulation of swap transactions routinely executed by energy marketers. This discussion will provide a brief overview of the CFTC’s jurisdiction as well as the rules governing the execution of swap transactions.
Biography
As Compliance Director at The Energy Authority, Mr. Rust oversees compliance with federal regulations and manages the trading organization’s internal compliance program.

Mr. Rust began his career in 1992 in the planning department at Santee Cooper. After moving into Santee Cooper’s new wholesale marketing group in 1996, he was invited to participate in The Energy Authority’s launch team in 1997, where he continued his marketing and trading career. From 1999 to 2003, Mr. Rust moved to Houston, where he gained additional experience working with two major marketing organizations in trading, operations, and regulatory roles. In 2003, Mr. Rust returned to the East Coast as The Energy Authority’s Transmission Manager. He was promoted to Director of Compliance in 2008.

Mr. Rust earned a master’s degree in business administration and a bachelor’s degree in electrical and computer engineering from the University of South Carolina.

Christine Farley,
Trader

Topics

Physical Power Trading


This presentation provides a fundamental understating of bilateral trading markets, using practical scenarios to illustrate the process from planning and strategy to execution of trades.
Biography
Christine Farley has over 17 years of experience in energy trading and risk management working with The Energy Authority’s clients across North America. She is currently responsible for the management of TEA’s power trading activities for clients in the Southeast. Prior to this position, Ms. Farley served as an Energy Trader and Transmission Specialist where she worked with TEA’s Clients to optimize their generation and transmission assets in the wholesale bilateral energy markets. Ms. Farley holds a bachelor’s degree in business administration from the University of Central Florida and a master’s degree in business administration from the University of North Florida.

Yohan Sutjandra,
Research Scientist

Topics

Electricity Markets


Expect to discuss the value of an organized electricity market and the market instruments that are generally made available in an organized electricity market suc as Financial Transmission Rights and Capacitiy Markets

EPA Clean Power Plan


Expect to discuss the properties of a carbon market and their impact to the electricity market

Hedge Valuation


Expect to discuss processes and tools that we can use to evaluate certain hedges such as the use of Monte Carlo Simulations and Stochastic Optimization
Biography
Mr. Sutjandra is responsible for modeling the impact of changes in the electricity industry to TEA clients. He is currently working on a resource planning model to assess the costs of compliance with the EPA Clean Power Plan. His previous work includes applying utility theory to evaluate risk-averse strategies, developing a prototype to the Slice Hydroelectric Optimizer, and developing FTR bidding strategies.

Prior to joining TEA in 2009, Mr. Sutjandra was a graduate student at the University of Texas at Austin, where he his research focused on applying optimization methods to solve problems faced by load-serving entities and the use of various financial instruments in the electricity market. He previously worked as a consultant and software developer for Cadence Design Systems, an electronic design automation company in California.

Mr. Sutjandra earned his master’s and bachelor’s degrees in electrical engineering from the University of Texas at Austin.

John Snyder,
Senior Structure & Pricing Analyst

Topics

RTO Market Power Transmission


The utilization and implementation of power transmission in the world of RTOs has changed drastically over the last ten years.  Attendees will build an understanding of what is shaping this evolving transmission landscape as well as receive insight on where this trend is headed.  Additional discussion will involve transparency into current dialog happening within the RTO stakeholder groups regarding transmission expansion and cost allocation.
Biography
John Snyder develops analytical models for The Energy Authority’s clients in both the bilateral and RTO markets. Mr. Snyder is focused on FTR portfolio strategy for companies in the MISO and PJM markets as well as portfolio and risk management for several of TEA’s clients in the MISO region.

Before joining TEA, Mr. Snyder worked as a Business Development Analyst for Apex Clean Energy in Charlottesville, Virginia. He was previously an Engineer and Independent Consultant for Southwest Power Pool, where he specialized in transmission planning and congestion hedging.

Mr. Snyder received his bachelor’s degree in computer engineering from Harding University in Searcy, Arkansas, and he received additional graduate level training in power systems fundamentals and znalysis from the University of Arkansas at Little Rock.

Chelsea Howard,
Portfolio Manager

Topics

How To Manage Risk in the RTO/ISO Markets


The purpose of this presentation is to identify how a utility can manage their risk in an organized market through portfolio management. The intent of the presentation is to cover the variety of risks and products associated with operating in a Regional Transmission Organization (RTO) market. The material will cover how to manage energy, congestion, and capacity risks effectively in these markets.

Capacity Markets


Structured Capacity Markets are complex, the purpose of this presentation is to discuss their impact and the fundamental drivers behind the market. The presentation will analyze how different RTO/ISOs manage these market designs and some of the political drivers behind the differences. The material will then dive into fundamentals playing a role in today’s market and the future; generation retirements, renewable energy impact, pseudo-tie arrangements across RTOs, and capacity performance.
Biography
Chelsea Howard partners with TEA clients in the Midwest to provide market-based strategies that enable utilities to manage risk exposure across all commodities and time horizons while meeting customized business objectives. She delivers insight and education on energy market fundamentals, trends, products, and portfolio hedging programs.

Ms. Howard joined TEA in 2011 as a Settlement Analyst, supporting both bilateral and RTO market settlement activity across all US regions. In 2012, she joined the Regional Transmission Organization (RTO) trading desk, where she was responsible for optimizing generation and load assets in the MISO market. Ms. Howard led operations on the RTO trading desk as TEA integrated multiple client utilities into MISO South, and then served as project lead to integrate additional clients. She has also provided critical expertise and implementation testing to integrate advanced power management software, collaborating with multiple departments to ensure that TEA has the right technology to empower its clients in the marketplace.

Before joining TEA, Ms. Howard was a licensed financial representative at Northwestern Mutual Financial Network.

Ms. Howard holds a bachelor’s degree in business administration with a specialization of financial investments from the University of North Florida.

Kevin Galke,
Senior Structure & Pricing Analyst

Topics

Wind Asset Optimization in RTO Markets


The inherent variability of wind as a resource type requires different strategies than those employed for traditional resource types. Kevin leverages his experience offering and hedging more 10 dispatchable and non-dispatchable wind assets across multiple markets to provide comprehensive strategies.

Managing Portfolios Across Multiple Markets


Recently drawn market boundaries have resulted in utilities which may be operating across multiple bilateral and RTO markets causing increased portfolio risk. Kevin has experience developing strategies for clients to mitigate portfolio risk while maximizing opportunities when operating in multiple markets.

Congestion Hedging in MISO & SPP


RTO Markets provide additional risk of congestion pricing not directly seen in physical markets which can be mitigated via congestion hedging products. Kevin brings years of congestion hedging experience to provide an overview of these products and detailed information how to use them to mitigate risk while maximizing revenue.
Biography
As a Structure and Pricing Analyst for The Energy Authority, Kevin Galke is responsible for providing analytic solutions for industry problems with a specialized emphasis on RTO markets.

Prior to working in the analytics department, Mr. Galke served as an RTO Resource Specialist. He facilitated day to day optimization operations in MISO, SPP Imbalance and Integrated Market, as well as PJM. His responsibilities included designing, implementing, maintaining, and training on best industry practices. During his tenure he integrated half a dozen clients into dual clearing markets for the first time.

Mr. Galke earned his Bachelors of Business Administration in Investment Finance with University Honors. He has also served as a member of SPP’s Market Working Group since January 2015.

Mike Zaccardi,
Assistant Portfolio Manager

Topics

Weather & Energy Markets


One of the most important factors impacting energy markets is weather. Hot afternoon temperatures during the summer and bitter cold January mornings can cause major real-time price volatility across the US power markets. A hurricane impacting the gulf coast can cause massive power outages and depressed prices. During this presentation, Mike will describe how weather impacts the US power markets and various analytical weather tools & techniques.

RTO Market Overview & Operations


The RTO Overview course will provide a regional market overview regarding the fundamentals of RTOs and the major components and features that are present in each. Topics that will be covered include Day-Ahead & Real-Time markets, market settlements, transmission, renewable energy and forecasting tools & analysis. Market trends, best practices and process flows will also be discussed.     

Technical Analysis & Energy Markets


In this interactive presentation, you will learn the principles of technical analysis and how it can be used to analyze & trade the energy markets. Technical analysis is the forecasting of future financial price movements based on an examination of past price movements. Human biases and behavioral economics are also discussed.
Biography
Mike Zaccardi optimizes generation and load asset portfolios for The Energy Authority’s clients operating in RTO markets. He coordinates with multidisciplinary teams within TEA to develop short-term strategies for clients’ generation offers, load bids, and bilateral transactions. Mr. Zaccardi also works closely with dispatch and planning coordination staff at TEA’s client utilities to assess short-term and real-time issues and intra-day planning. He assists clients with resource energy and ancillary service production cost modeling. Mr. Zaccardi also provides daily RTO market weather summaries and monthly natural gas technical analysis for his TEA trading colleagues. Mr. Zaccardi has a robust background in finance and regulation that began with his internship on TEA’s Midwest Term Trading desk in 2010, giving him a deep understanding of the unique needs of community-owned utilities and how to best position them in the wholesale energy markets.

Before joining the TEA staff permanently, Mr. Zaccardi was an Associate—Regulatory & Risk Control for Deutsche Bank, where he led a swaps regulatory reporting team and was responsible for CFTC reporting and Dodd Frank compliance queries, among other regulatory compliance functions. He was also previously a Registered Representative for Fidelity Investments, where he advised clients managing their individual wealth and investment portfolios while providing education and research for optimal investment strategy.

Mr. Zaccardi holds bachelor degrees in finance and financial services from the University of North Florida, as well as a master’s degree in business administration. He also obtained the Chartered Market Technician (CMT) designation from the Market Technicians Association and the Series 3 National Commodity Futures license. Mr. Zaccardi serves as an adjunct finance instructor at UNF. He has also taken meteorology courses at Florida State University which assists in his RTO Resource Specialist role.