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The Premier Energy Training Workshop and Exposition for Federal Agencies! The Bridge to Energy Independence.

SESSION DETAILS - Finance and Funding

Track Lead: Kevin Johnson

1. Introduction to Financing

Speakers: Curt Murdock
Jim Snook
Rod Bridgeman
Track: Finance and Funding
Date/Time: Monday, 10:30 AM to 12:00 PM

Session Description:
This session will provide introductory descriptions of the three contracting vehicles most commonly used for performing alternatively financed energy conservation projects – Energy Savings Performance Contracting (ESPCs), Utility Energy Services Contracts (UESCs), and Enhanced Use Lease contracting.  This is a great start to help identify which alternative financing vehicle is appropriate for your facility.

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2. Compare Alternative Finance Programs

Speakers: CJ Cordova
Oahn Tran
Andrew Morton
Track: Finance and Funding
Date/Time: Monday, 2:00 PM to 3:30 PM

Session Description:
Join our team of highly-respected panelists for a spirited discussion on the world of alternatively financed energy projects.  Panelists will discuss the similarities, differences, advantages, and disadvantages of UESCs, ESPCs, and Enhanced Use Lease Contracting.  These discussions will help the audience compare and contrast each of these programs and determine which program best fits their specific needs.

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3. Case Studies - Non Federal

Speakers: David Mosby
Shelley Cohen
Larry Eisenberg
Track: Finance and Funding
Date/Time: Monday, 4:00 PM to 5:00 PM

Session Description:
Join our team for a lively discussion of alternatively financed State and Local government success stories.  Examine the details of real-world examples at the State and Local agency level, including how the projects were implemented.  Attendees will be able to relate their specific challenges to these successful projects.

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4. Case Studies - Federal

Speakers: Greg Palko
Phil Smith
Richard Eschenbach
Track: Finance and Funding
Date/Time: Tuesday, 8:30 AM to 10:00 AM

Session Description:
There are many examples of successful energy conservation projects implemented in Federal facilities using alternative financing measures.  Learn about some real-world examples of how Federal agencies have implemented projects.  Attendees will be able to relate their specific challenges to these successful projects.

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5. Lessons Learned

Speakers: Dale Tattersall
Gordon Maynard
Robert Eidson
Robert Baugh
Track: Finance and Funding
Date/Time: Tuesday, 10:30 AM to 12:00 PM

Session Description:
Attendees will be entertained and informed as our presenters discuss challenging energy projects.  Find out how specific project issues originated and what it took to turn them into positives, with some of the latest Federal energy conservation projects.  Have your list of questions handy for our presenters, assuring that they get right to the point of the do's and don'ts of alternatively financed energy projects.

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6. Tax Incentives and Energy Credits

Speakers: Millard Carr
Track: Finance and Funding
Date/Time: Tuesday, 2:00 PM to 3:30 PM

Session Description:
Have you ever felt like you paid too much in taxes?  Why not discover how to get some of those hard earned dollars back as an incentive or a tax credit on your energy project?  The Tax Man, better known as the Credit/Incentive Man, will show you how to take advantage of these credits and incentives.

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7. Show Me the Money

Speakers: Bruce Gross
Peter Flynn
Scott Foster
Andy Rubin
Track: Finance and Funding
Date/Time: Tuesday, 4:00 PM to 5:00 PM

Session Description:
Do you have an idea for a great energy project but don't know how to fund it?  Do you have questions about what is involved in the financing side of the business?  This session answers your financing questions, covering alternatively financed projects such as ESPC, UESC, and EUL through the eyes of a panel of third-party financing companies most familiar with financing for Federal projects.  Attendees are encouraged to bring their hard-to-answer questions and join the panelists as they describe where the money is and how to get it.

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8. Evaluating Alternative Financing Proposals

Speakers: John Nixon
David Struck
Edward Thibodo
Alan Mardis
Rod Bridgeman
Track: Finance and Funding
Date/Time: Wednesday, 8:30 AM to 10:00 AM

Session Description:
From audit definitions to pricing, strategies, and project implementation, join contracting officers and other Federal government personnel most familiar with alternatively financed energy projects on a discussion of the nuts and bolts of a typical ESCO proposal.  In this session, the panel will sum up what the government expects to see when they enter into an alternatively financed energy project.

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9. Advanced Alternative Financing

Speakers: Millard Carr
Jim Snook
David Wiliams
Track: Finance and Funding
Date/Time: Wednesday, 10:30 AM to 12:00 PM

Session Description:
So you think you know everything there is to know about alternative financing?  What is the most popular contracting vehicle, and why?  Let our experts clue you in with an in-depth discussion of this all-encompassing high level description of the most popular methods of alternative financing.  We will include issues like M&V, operations and maintenance, buy-outs, change of facility use and more.  Come and participate in a panel discussion and question and answers session that goes beyond the basics.

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Energy 2007

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