Technology and Financing Workshop 2017 - Preliminary Agenda

June 7

5:30 pm – 6:30 pm
Welcome Reception


June 8

7:45 am – 8:15 am
Registration and Continental Breakfast

8:15 am – 8:30 am
Welcome and Opening Remarks 

Greg Collins, President, Energy Systems Group and Vice Chair, NAESCO


8:30 am – 9:30 am 
21st Century Utilities: Upgrading the Infrastructure While Optimizing New Technology and Innovation

  • America relies on an aging utility infrastructure with a large portion of the pipeline distribution system, drinking water infrastructure, and electrical grid over 100 years old. As the utility infrastructure is upgraded and revitalized, there are many opportunities for innovation, from smart meters and battery storage to alternative ratemaking.
  • Big data applications --The convergence of communication, logistics, and energy

Dan Delurey, President, Wedgemere Group

Ryan Ellen, Director, Advanced Metering Infrastructure, Ameren

Steve Kihm, Principal and Chief Economist, Seventhwave

Moderator:  Scott Ririe, Managing Partner, CTS Group

9:30 am –10:30 am
A Regional Report on Public Sector Energy Efficiency Initiatives  

  • Which states are leading the push for energy efficiency and which states are putting the ESCO industry on the defense?
  • Will a reduction in federal funding diminish the regulated utility commitments to energy efficiency projects?
  • Will a reduction in DOE State Energy Program funding affect state-run performance contracting programs?

Stacey Paradis, Executive Director, Midwest Energy Efficiency Alliance

Annie Gilleo, Senior Manager, State Policy, ACEEE

Peter Nierengarten, Director of Sustainability, City of Fayetteville AR

Moderator:  Donald Gilligan, President, NAESCO

10:30 am – 10:45 am 


10:45 am – 11:45 am
Examining the Digital Opportunities through Energy Management Software

  • The digital agenda is being driven by a combination of technologies from cloud, analytics, mobile, to cheap sensors. Together, these technologies are putting data and intelligence at the center of new business models.
  • Capturing whole building and system-wide savings: How close is that goal to commercial reality?
  • Are ESCOs adapting rapidly enough to changing market signals?
  • Impact on Smart Grid and Demand Response programs
  • Use in M&V – documenting long term savings at lower costs

Tom Machinchick, Associate Director, Energy, Navigant Research

Trevor Palmer, Vice President, Controls, Applications & User Experience, Acuity Brands

Jamie Britnell, Senior Product Marketing Manager, Synapse Wireless

Moderator:  David Weiss, Partner, Bywater Partners

11:45 am – 12:30 am 
Sensors and Controls: Improving Optimization of Building  Energy Use and Integrating Energy Loads with the Grid

  • Multifunction plug-and-play wireless sensors
  • Occupant-centered and -comfort sensors and controls
  • Whole-building submetering of all equipment and plug loads for unique identification and monitoring-based commissioning.
  • Adaptive and fault tolerant controls – ongoing, automated commissioning that compares  building energy consumption to an appropriate baseline

Michael Matour, Energy Solutions Manager - ESPC, Lutron

Mark Kulik, Associate Product Manager, Controls Mitsubishi Electric Cooling & Heating

Moderator:  Jonathan Heath, Solution Architect, Synapse Wireless

12:30 pm – 1:30 pm
Networking Lunch

Sponsored by CTS GROUP

1:30 pm – 2:00 pm
What Does the Internet of Things Mean for Energy Efficiency and ESCOs?

  • Data, analytics and computing today have the power to revolutionize global energy systems as do smart-grid technologies. What does that mean for the ESCO customer?
  • Identifying the available opportunity and risks for ESCOs
  • Unlocking the value going forward

Joel Elkins, Vice President, R&D and Product Development, Think Energy

Moderator:  Rick Rodriguez, Senior Director, Energy Solutions & Performance Contracting, Siemens Industry

2:00 pm – 2:45 pm
Evaluating Lighting Alternatives that Maximize Value Creation

  • Methodologies for evaluating and establishing an effective baseline
  • Differentiating technologies: sockets solutions, board solutions, and controls
  • Building effective value propositions

Dan Blitzer, Faculty, Philips Lighting Application Center

Brad Jenkins, Director of Business Development, Retro-Tech Systems

Moderator:  Bruce Ryman, Director, National ESCO Channel Sales, Western Region, LFE Solutions


10:45 am – 11:45 am
Assessing the Market Robustness for Financing Energy Efficiency

  • New strategies for accelerating energy efficiency investment
  • Current market receptivity to financing projects for federal and state customers
  • Has the risk calculus changed in today’s environment
  • If there is perceived additional risk, is that reflected in contract terms, pricing?
  • Are the existing financing structures sufficient to significantly scale up project development?
  • As ESCOs move to integrate smart grid software and distributed renewable generation technologies into their projects, how does the financial industry change the way they evaluate and choose to finance ESCO projects?
  • What do Green Banks offer that the existing financing structure does not?

Neal Skiver, Senior Vice President, George K. Baum & Company

Christopher Lee, Vice President and Head of Government Credit, Key Government Finance

Alysse Lembo-Buzzelli, Associate, Commercial & Industrial Programs, Connecticut Green Bank

Moderator:  Randall Clark, Senior Vice President & General Manager, NORESCO

11:45 am – 12:30 pm
Financing Resiliency Initiatives

  • Incorporating energy efficiency in the development of resiliency oriented projects

Mark White, Managing Partner, Bostonia Partners

Anthony Spera, National Director of Sales and Federal Programs, ConEdison Solutions

Michael Aimone, Senior Advisor, The Roosevelt Group

Moderator:  Darcy Immerman, Senior Vice President, AECOM

12:30 pm – 1:30 pm
Networking Lunch

Sponsored by CTS GROUP

1:30 pm – 2:15 pm
Assessing and Allocating Risk in a Changing Marketplace

  • Weighing the credit worthiness of the customer and the ESCO
  • Is the existing IPMVP sufficient for today’s financial institution?
  • Is there too much of a reliance on stipulated savings?
  • Does continuous M&V over the life of the project enhance or detract from a project’s attractiveness to the Loan Committee?
  • The role of the financing community in the push for standardization and benchmarking

Bob Johnson, Senior Vice President, Hannon Armstrong

Erik Froehlich, Vice President, Ameresco

Dave Birr, President, Synchronous Energy Solutions

Moderator:  Donald Gilligan, President, NAESCO

2:15 pm – 2:45 pm
Building Energy Efficiency as an Asset Class

  • Recent developments in securitization

Bruce Schlein, Director, Community Reinvestment Act Business Strategy Group, Citi

Moderator:  David Weiss, Partner, Bywater Partners


2:45 pm – 3:45 pm

The Customer Experience with Innovative Technologies

  • City of Ballwin, MO

Ellie Blankenship, Municipal Account Manager, CTS Group

Linda Bruer, Director of Parks and Recreation, City of Ballwin, MO

  • Jefferson City Landfill Gas-to-Energy Project

Tom Schmidt, Principal, AllyEnergy Services LLC

Michael Bakas, Senior Vice President, Ameresco

Moderator:  Rhonda Courtney, Director of ESCO Business Development, ECO Engineering

3:45 pm