NAESCO Technology and Financing Conference 2019

June 13-14, 2019
Providence Marriott Downtown, Providence, RI

Presenters

The following are confirmed presenters for the NAESCO Technology and Financing Conference 2019:

John Avina
President, Abraxas Energy Consulting

John Avina, President of Abraxas Energy Consulting, has worked in energy analysis and utility bill tracking since 1994. During his tenure at Thermal Energy Applications Research Center, Johnson Controls, SRC Systems, Silicon Energy and Abraxas Energy Consulting, he has managed the M&V for a large performance contractor, managed software development for energy analysis applications, created energy analysis software that is used by several hundred energy professionals, taught over 250 energy management classes, created hundreds of building models and utility bill tracking databases, modeled hundreds of utility rates, and has personally performed energy audits and retro-commissioning on over 25 million square feet of building stock. Mr. Avina chairs the Association of Energy Engineer’s Certified Energy Audit Test Committee.  Mr. Avina has a M.S. in Mechanical Engineering from the University of Wisconsin-Madison.

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David Batz
Senior Director, Cyber & Infrastructure Security, Edison Electric Institute

With over 20 years of electric company experience, David Batz brings significant industry knowledge in understanding and applying appropriate security solutions to address emerging threats and issues. In addition, Mr. Batz leverages a decade of energy regulatory compliance as well as physical and cyber security policy experience and engagement with federal agencies including Department of Energy (DoE), and the Department of Homeland Security (DHS).

He is a member of the SANS Institute Advisory Board and has served on the North American Electric Reliability Corporation (NERC) Critical Infrastructure Protection Committee and CIPC-Executive Committee. Batz has authored various articles and presented at numerous events domestically and internationally on securing critical infrastructure, industrial systems and cyber security standards. Mr. Batz is a Certified Information Systems Security Professional (CISSP), and has multiple security certifications.

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Cara Carmichael
Principal, Rocky Mountain Institute

Cara Carmichael is a Principal with Rocky Mountain Institute’s buildings practice where she focuses on net zero carbon and deep energy retrofits in the federal and commercial building sectors. She is also leading efforts on the profitable integration of buildings with the grid. Highlights of her work include leading negotiation for one of the first net zero energy commercial leases in the U.S., leading the design and construction for both of RMI’s net zero energy offices, the Innovation Center and Boulder Commons, and guiding the GSA to double their historic energy savings using performance contracting.

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Wayne Chase, Jr.
Director of Post-Construction Services, The Efficiency Network (TEN)

Wayne Chase is the Director of Post-Construction Services at The Efficiency Network (TEN). In his current role, he is responsible for all measurement and verification services and guaranteed savings performance company-wide. Previously, he was Risk Manager at ENGIE Services U.S., where he delivered monitoring and verification services and implemented construction projects for clients nationwide.

Mr. Chase is a native of Syracuse, NY and has over 28 years of experience in the ESCO industry. Prior to joining TEN in 2019, he held various positions at energy service companies such as the New York Power Authority, NORESCO, and A&C Enercom. Mr. Chase holds a Bachelor of Science in Electrical Engineering from Clarkson University and a Master’s in Business Administration from Syracuse University.

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Randall Clark
Senior Vice President and General Manager, NORESCO

Randy Clark has 25 years of experience in the energy services industry and has been part of the NORESCO team for over 22 years. He is responsible for managing the Energy Services (ES) business unit for NORESCO's performance contracting business. This includes all non-federal government customers with whom NORESCO conducts business.

Mr. Clark's key responsibilities include direction of financial analysis for each customer, reviewing customer agreements, and managing the new business development functions within the ES business unit. He oversees all aspects of non-federal project service delivery, from development to engineering, construction, savings measurement and verification and operation to ensure overall project quality, integrity and customer satisfaction.

Mr. Clark began his career as a project engineer working for an energy efficiency consulting firm where he specialized in the delivery of energy audits as part of the Department of Energy's Technical Assistance Program.

Mr. Clark earned a B.S. in Mechanical Engineering at Pennsylvania State University and holds an MBA from the University of Pittsburgh's Joseph Katz School of Business.

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Phillip Consiglio
President, The Consiglio Consulting Group

With over 30 years of experience, Phill Consiglio has led teams in the development, contracting, and management of renewable energy systems, energy conservation projects, energy storage, energy resiliency, and electricity distribution; predominantly in the Federal Sector.

Mr. Consiglio currently manages The Consiglio Consulting Group (TCCG). TCCG is a team of professionals that specialize in aggregating resources to solve problems in the energy sector. With expertise in UESC, ESPC, renewable and fossil fuel generation, energy storage and resiliency, the TCCG team can identify issues and develop solutions very quickly.

Mr. Consiglio is considered a Subject Matter Expert in federal utility contracting, and in 2013, he represented utilities nationwide at the White House, sitting on a GreenGov Panel discussing Performance Contracting.

Currently, Mr. Consiglio is a consultant to the Department of Energy, developing UESC programs at regulated, municipal, and cooperative utilities throughout the country. He is also working with new technology companies, such as Conservant Systems, promoting their HEDS technology and energy firms developing microgrid and resiliency projects in the in the federal space.

Prior to founding TCCG, Mr. Consiglio led the Federal Energy Services Team for Southern California Edison Company (SCE), one of the largest regulated utilities in the country.  At SCE for almost 20 years, Mr. Consiglio developed and ran their UESC program, assisted in the development and execution of all federal contracts, and managed the federal and schools account management teams.  While at SCE he sat on the Steering Committee of the Federal Utility Partnership Working Group.

Prior to SCE, Mr. Consiglio was the Director of Federal Programs for New Energy Ventures (NEV), a leading, national, electricity commodity provider, where he managed a $400M federal commodity portfolio. Prior to NEV, Mr. Consiglio was an ESPC business development specialist for Sempra Energy Solutions with success in signing ESPC projects with the Air Force, Defense Manpower Data Center, and NASA.

Mr. Consiglio earned a Bachelor’s degree in Physics from the University of La Verne and has completed the W. Edwards Deming Management Program. He is a Certified Energy Manger and sits on the Board of Directors of the Association of Professional Energy Managers for Los Angeles and Orange Counties.  Mr. Consiglio won the GSA Citation of Excellence for a Thermal Energy Storage Project at the GSA Building in Laguna Niguel, California.

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Jeffrey Diehl
Executive Director and Chief Executive Officer, Rhode Island Infrastructure Bank

Jeffrey R. Diehl is the Executive Director and CEO of Rhode Island Infrastructure Bank. Mr. Diehl has over 35 years of experience in public finance and prior to this role was the Managing Partner of Strategic Sovereign Advisors LLC, a consulting firm advising governments and financial institutions. Previously, he held various senior positions at HSBC, a global financial institution, including Vice Chairman–U.S. Public Sector and Global Head of Public Sector Banking. He holds BA and MBA degrees from the University of Michigan.

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James Duggan
Commercial Sales Executive, LED Green Light International

James Duggan has been involved with the lighting industry for more than six years, with four of those years working at a National Recognized Test Laboratory for safety certification and performance testing.
In that time, he has worked with several hundred lighting manufacturers to advance their products to market and become listed on Energy Star, Lighting Facts and DLC qualified products lists.

Last year, Mr. Duggan joined LED Green Light International to expand their 95 CRI technology with full color spectrum combined with high efficacy into a full indoor and outdoor product line.

James has a passion for helping companies achieve their lighting energy efficiency goals for lasting success. He has achieved a solid track record with numerous lighting companies and end users in a short time period.

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Eric Elam
Vice President, Design & Engineering -- Water Efficiency, Envocore

Eric Elam, CEM, CWEP, currently serves as the Vice President of Design/Engineering and co-founder of Water Savers, LLC, an Envocore company, a recognized leader in advanced design and construction of water efficiency projects. Mr. Elam brings over 15 years of experience in all facets of managing water efficiency projects from investment grades audits, advanced design of solutions, scope development, measure implementation, and measurement and verification. Prior to founding Water Savers in 2009, Mr. Elam worked for multiple water and energy efficiency companies in the Energy Performance Contracting industry.

Mr. Elam is active with several trade associations, and currently serves as the primary instructor for AEE’s Certified Water Efficiency Professional (CWEP) program. He holds a Bachelor of Science degree from the University of Missouri – Columbia. With course emphasis in the field of Biological Sciences, Mr. Elam brings a unique perspective to traditional water conservation project design and engineering.

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Mikhail Falkovich
Director, Information Security, Con Edison Company of New York

Mikhail Falkovich is the Director of Information Security for Consolidated Edison Company of New York, Inc., one of the nation’s largest investor-owned energy companies, providing electric, gas and steam service for New York City and Westchester County, New York.

Mr. Falkovich is a utility industry professional with expertise in information technology, reliability, and cybersecurity efforts. He creates secure network infrastructures for control centers and corporate environments, and supports the development of Critical Infrastructure Protection (CIP) standards for the utility industry.

Mr. Falkovich previously chaired the regional ReliabilityFirst CIP Committee and lead the Control Systems Security Working Group within the NERC CIP Committee. He is currently the Vice Chair of the NYS Security Working Group.

Mr. Falkovich is a graduate of Cornell University where he received a Bachelor’s and a Master’s degree in Electrical Engineering and built a world champion team of soccer playing robots.

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Brian Farnen
General Counsel & Chief Legal Officer, Connecticut Green Bank

As General Counsel and Chief Legal Officer for the Connecticut Green Bank, Mr. Farnen directs all legal, legislative and regulatory affairs for the nation’s first green bank established in July 2011, a global leader in renewable and energy efficiency financing and winner of the prestigious Harvard Kennedy School of Government Ash Award for innovation in 2017.    Mr. Farnen’s counsel is helping the Green Bank realize its mission of leveraging public and private funds to scale-up renewable energy deployment and energy efficiency projects. In fact, the Green Bank has mobilized over $1 billion of total clean energy investment since 2012.

Directly prior to the Green Bank, Mr. Farnen was a Senior Attorney with United Technologies’ Sikorsky Aircraft business unit, providing legal counsel for strategic international campaigns, as well as all of Sikorsky’s global environmental, energy, health and safety legal matters. Mr. Farnen also has worked as an attorney for MassMutual Financial Group and Edwards Angell Palmer & Dodge.

Mr. Farnen was awarded by the Connecticut Law Tribune as the “Best In-House Counsel” of the Year in 2018 and previously named a “New Leader in the Law” in 2013. He is passionate about the renewable energy space, teaches business law and finance as an adjunct professor, is a board member of the Council of Development Finance Agencies and the Renewable Energy and Efficiency Business Association, and is a former member of the CT Judicial Review Counsel.

Mr. Farnen obtained his Bachelor of Arts Degree, Master of Business Administration (Finance) and Juris Doctorate from the University of Connecticut.

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Brett Feldman
Research Director, Navigant

Brett Feldman is a research director with Navigant. With 20 years of experience in the utility sector, he focuses on distributed energy resources and their implications for the global power industry.

Prior to joining Navigant, Mr. Feldman was a principal for demand response at Constellation Energy, an energy efficiency program manager for Eversource, and an energy consultant for ICF and Nexant. He currently serves as a member of the U.S. Department of Commerce’s Renewable Energy and Energy Efficiency Advisory Committee. He has also served as the chair of the Business Issues Committee of the Association of Demand Response and Smart Grid, the chair of the New York Independent System Operator’s Price Responsive Load Working Group, the vice chair of the Independent System Operator-New England’s Demand Resources Working Group, and the co-chair of the Northeast Energy and Commerce Association’s Energy Efficiency and Demand Response Committee. A Certified Energy Manager, he is a recipient of the Peak Load Management Alliance’s 2014 Outstanding Market Research Award and 2017 Thought Leader Award.

Mr. Feldman holds a B.A. in Economics from the University of Michigan and an MBA from Boston University.

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David Foster
Distinguished Associate, Energy Futures Initiative

David Foster served as Senior Advisor to U.S. Secretary of Energy Ernest Moniz from 2014-2017 on energy, environmental, climate, economic development, workforce development and labor relations issues. During that period he designed and implemented the creation of the Department of Energy’s Jobs Strategy Council, an initiative that linked the department’s technical and financial resources to a wide group of external stakeholders including state and local governments, private sector energy and manufacturing businesses, non-profits, academic institutions, and labor unions. 

Mr. Foster also designed and oversaw the annual production of the U.S. Energy and Employment Report, a survey driven study of labor markets in four key energy-related sectors of the U.S. economy. In addition, he led the interagency effort to create the Energy and Advanced Manufacturing Workforce Initiative, which formally linked the Department of Energy with the Departments of Labor, Education, Commerce, Defense, and the National Science Foundation on workforce development issues. Mr. Foster also spurred the formation of the Utility Industry Workforce Initiative that joined six utility trade associations with four  overnment agencies and two national labor unions to promote veterans hiring in the utility industry.
 
Prior to working at the Department of Energy, Mr. Foster served as the founding Executive Director of the BlueGreen Alliance (BGA), a strategic partnership of 14 of America’s most important unions and environmental organizations with a combined membership of 14.5 million. The BlueGreen Alliance is the country’s foremost labor/environmental advocacy group on climate change policy solutions with a special emphasis on energy intensive industries, job creation, and the interchange between global warming and trade policy. He also formed BGA’s Clean Energy Manufacturing Center which provided technical support and analysis on manufacturing growth opportunities through grants from the Departments of Commerce, Labor, and the private sector.

Mr. Foster has spoken extensively on the subjects of climate change, economic development and the transition to a low carbon economy to audiences of business, labor, environmental and government policy makers around the world, including the United Nations Environment Program Ministerial in Nairobi, Kenya, multiple UNFCCC events, and the German Green Party National Convention. He has testified before the U.S. Congress and Canadian Parliament on the linkage between jobs and climate change solutions. 

From 1990-2006, Mr. Foster was the Director of United Steelworkers (USW), District #11, a 13 state region based in Minneapolis, MN. His responsibilities included serving on the union’s International Executive Board and negotiating labor agreements with many of the country’s largest steel, iron ore and aluminum companies. He has spoken on trade issues to labor and management audiences in the U.S., Canada, and Japan and cochaired the USW’s initiative to establish a global network of unions in the aluminum industry in 2003. He also chaired the USW’s International Executive Board Task Force on the Environment and authored its 2006 policy statement.

In 2004, Mr. Foster was awarded the Jane Lehman Bagley Award from the Tides Foundation for his work building labor/environmental coalitions in the United States and in 2009 in he received the first Peter A. Berle Award for Environmental Integrity along with Dr. James Hansen of the Goddard Space Institute. In 2010, Mr. Foster was recognized by the Aspen Institute with its 2010 Energy and Environment Award for Non-Governmental Organizations. Since 2009 Foster has served on the Board of Directors of Kaiser Aluminum Corporation and, since 2006 the Board of Directors of Oregon Steel Mills and its successor, Evraz, North America. Previously, he served on the Board of Directors of Physicians Health Plan, one of the first Preferred Provider Organizations in the country. He has also served on numerous non-profit boards and government advisory commissions. 

From 2003-2010, Mr. Foster taught graduate classes on globalization, sustainability, and labor relations at the Carlson School of Management at the University of Minnesota in the Twin Cities and at the University of Minnesota at Duluth in the Masters in Advocacy and Political Leadership. Mr. Foster has a B.A. from Reed College in Portland, OR.

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David Gabrielson
Co-Executive Director, PACENation

David Gabrielson was introduced to PACE while developing Energize Bedford, a PACE program for Bedford, New York, where he served as an elected Councilman for two terms. Before his careers in energy and politics, Mr. Gabrielson spent over 20 years as an investment banker to state and local governments, financing a wide range of capital facilities and programs at national firms including Credit Suisse First Boston and J.P. Morgan. 

Mr. Gabrielson earned a Bachelor’s degree in Economics at the University of California at Berkeley and holds a Master’s degree in Public and Private Management from Yale University. He now lives in an 1801 house in western Massachusetts that he is slowly making more energy efficient.

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Donald Gilligan
President, NAESCO

Donald Gilligan is the President of NAESCO. He is responsible for coordinating NAESCO's state advocacy activities as well as its relationships with other national and regional energy efficiency organizations. Mr. Gilligan has worked in the energy efficiency industry since 1975, as a consultant, entrepreneur, and state government official. He is the author and co-author of a number of reports on energy efficiency and the growth of the ESCO industry, which have been published by NAESCO and the Lawrence Berkeley National Laboratory.

Prior to joining NAESCO, Mr. Gilligan was a founder and officer of two energy service companies, Coneco Corporation and DMC Energy (now part of Honeywell). As a consultant, he has provided services to numerous utilities, government agencies, corporations, and trade associations.

Mr. Gilligan began his career as a Program Associate to Governor Hugh Carey of New York, responsible for liaison between the Governor and the state energy agencies. He is a graduate of Harvard University.

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Matt Golden
CEO, Open Energy Efficiency

Whether testifying before Congress or auditing Ellen DeGeneres' house, Matt Golden has been spreading the word about energy efficiency for years.

An entrepreneur, policy advocate, and efficiency agitator, Mr. Golden is committed to bringing energy efficiency in the built environment to scale as a demand side resource. He has made presentations on emerging efficiency markets to the US Senate Finance Committee, at COP 21, and to the U.K. Parliament among many others.

Mr. Golden is CEO of Open Energy Efficiency, the company that developed the OpenEEmeter, an open source platform for measuring energy savings and load shape based on smart meter data. Open Energy Efficiency works with a variety of utilities, government agencies, and private efficiency providers to track savings and load shape using AMI data and enable pay for performance markets for demand side capacity.

Mr. Golden also leads the GBCI Investor Confidence Project implementing a system to certify commercial and multifamily Investor Ready Energy Efficiency™ projects in order to reduce transaction costs, and develop actuarial data to unlock capital markets for commercial and multifamily retrofit projects.

Previously, Mr. Golden founded Recurve, which developed tablet based energy auditing software for the residential energy efficiency industry based on real world experience gained through thousands of energy efficiency audits and retrofits as a licensed CA energy efficiency contractor. Tendril Networks acquired Recurve in 2012.

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Robert Johnson
Senior Vice President, Hannon Armstrong

Robert Johnson is Senior Vice President and Group Head, Federal and National Accounts at Hannon Armstrong with responsibility for growing financing solutions in the federal sector and with national account customers. Mr. Johnson has been at the leading edge of the energy efficiency industry where he has built businesses across a broad range of systems in the energy services business.

Prior to joining Hannon Armstrong, Mr. Johnson held executive leadership positions at early stage start-up organizations in the energy efficiency market. Prior to these assignments, he held senior leadership positions in multinational organizations such as Cooper Industries and Ingersoll Rand (Trane) where he led institutional sales for North America. Prior to this assignment, he held the global sales leadership role for Johnson Controls’ Federal Systems Division. Mr. Johnson began his career at Honeywell, where he held leadership positions in various divisions of Honeywell during his 15 year tenure there.

Mr. Johnson has been published in Military Engineer magazine and holds a Bachelor,s degree in Economics from the University of Maryland.

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Fred Lee
Director of Legal and Business Development, New York City Energy Efficiency Corporation

Fred Lee has experience in clean tech, real estate finance and the public sector. Prior to joining NYCEEC, Mr. Lee was Assistant Director in the Center for Economic Transformation at the New York City Economic Development Corporation, where he led the Clean Technology and Energy team. He served as project lead on a variety of energy efficiency and renewable energy projects and focused generally on developing the clean technology and energy sectors in NYC. Prior to entering the energy related industry, Mr. Lee was a structured finance attorney, focusing on securitization of real estate related securities.

Mr. Lee holds an MBA with a concentration in real estate finance from Columbia Business School and a J.D. from Cornell Law School. He also holds a B.A. in Political Science from Amherst College.

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Charles McGinnis
Vice President Sales-North America Performance Infrastructure and Energy Solutions, Johnson Controls Inc.

Charles McGinnis is Vice President, Performance Infrastructure and Solutions Sales, North America for Johnson Controls Building Technology and Solutions.

Mr. McGinnis’ responsibilities are to advance and execute a growth strategy to achieve short- and long-term plan commitments to profitably grow the Performance Infrastructure-Energy Solutions business for Johnson Controls-North America. Key initiatives are to reinforce existing practices and establish new standards for strategic projects, sales management practices, recruiting/hiring, forecasting, sales training, marketing, and innovation. He manages the Vertical Market Teams, Proposal Development Team, Solutions Program/Product Managers and Government Facing Business Consultants
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Joining Johnson Controls in 2000, Mr. McGinnis has held positions of increasing responsibility in branch management, regional management, and national director roles, most recently serving as Director of Higher Education and State Government Markets for the Energy Solutions business. He has been a two-time Masters Award winner and Chairman’s Team Award recipient for Global Growth.

Prior to Johnson Controls, Mr. McGinnis worked for Honeywell Inc., Erie Controls, North American Mechanical Inc. and Siemens Building Technologies in sales management, product management, operations, and general management roles. He previously taught courses in Automatic Controls at the University of Wisconsin-Madison School of Engineering and Professional Development.

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Manish Mohanpurkar
Technology Advisor, Vehicle Technology Office, U.S. Department ogf Energy

Manish Mohanpurkar is currently working as a Technology Advisor for the areas of grid integration and cybersecurity of electrified transportation at the Vehicle Technology Office, U.S. Department of Energy. He has over five years professional experience as a research scientist in the area of power and energy systems with a special focus on stability, reliability, and resilience of electric grids.

Dr. Mohanpurkar’s research expertise includes smart grid, integration of renewable energy, power systems analysis, real time simulation, and power markets. He has done extensive research in real-time simulations and hardware-in-the-loop assessments of electric vehicles, electrolyzers, hydropower, microgrids, photovoltaic, and bulk interconnection studies. Dr. Mohanpurkar has led several projects in the aforementioned areas funded by different federal and state agencies including the Department of Energy, California Energy Commission, and other agencies. Over the period of last 10 years, he has published over 35 papers in peer-reviewed, high impact avenues within the Power & Energy Systems Society.

Dr. Mohanpurkar earned a Ph.D. from Colorado State University, a M.S. from Oklahoma State University, and Bachelor of Engineering (India), all in the field of Electrical Engineering.

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Michael Perna
Vice President, Marketing and Business Development, Con Edison Clean Energy Businesses

Michael Perna is responsible for managing the growth strategy and business expansion initiatives for the Con Edison Clean Energy Businesses, which include Con Edison Solutions, Con Edison Energy, and Con Edison Development. His responsibilities include acquisitions, new initiatives, and new product development in support of the energy services and renewables businesses. In addition, he leads the marketing and communications functions including brand management, advertising, lead generation, and media relations for the company.

Prior to joining Con Edison, Mr. Perna was a principal at Energized Strategies II, LLC, a management consulting firm providing market strategy, product/service launch, and project management consulting for clients. Earlier in his career, Mr. Perna spent nearly 15 years at Public Service Enterprise Group (PSEG), a Fortune 250 energy company. There, he held positions of increasing responsibility in a variety of functional areas including engineering and construction, sales, marketing, and customer operations.

In 1993, Mr. Perna was awarded an Industrial Program Fellowship in Customer Systems at the Electric Power Research Institute in Washington, DC. Other professional recognition includes the PSEG Corporate Excellence Award, which he received in 1994 and 1997. Mr. Perna holds a Master of Business Administration from the Silberman College of Business at Fairleigh Dickinson University and a Bachelor of Engineering with Honors from the Stevens Institute of Technology.

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Tom Simchak
Research & Programs Director, Energy Storage Association

Tom Simchak leads the Energy Storage Association's efforts to deliver impactful and actionable research and resources to inform the energy storage industry and other key stakeholders.

Prior to joining ESA, Mr. Simchak supported state policymaking and capacity building in a number of areas of energy policy for the National Governors Association, including grid modernization, power sector resilience, and offshore wind. Mr. Simchak advised the British government on U.S. energy and environmental policy issues including climate change, offshore wind, and nuclear energy, among other topics, and undertook various expertise and information sharing programs. He has been involved in various clean energy and climate policy issues at a number of DC organizations, including the Center for Clean Air Policy, Business Council for Sustainable Energy, the Alliance to Save Energy, and the Bipartisan Policy Center.

Mr. Simchak has a Master of Science in Environmental Policy and a Master of Letters in Geography from the University of Oxford, where he researched social and cultural impacts of North Sea oil development in Shetland, a Scottish island community. He received his Bachelor of Arts from Oberlin College in Ohio.

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Robert R Somers II
President, 2rw Consultants, Inc.

Robert R. Somers, II, is the president and co-founder of 2rw Consultants, Inc., an engineering firm that emphasizes energy efficient analysis and design. Mr. Somers is the principal responsible for energy services and software development. He has worked in the energy field since 1975 for both public and private sector clients, leading project teams in the evaluation, design, and commissioning of energy efficiency projects nationwide in the built environment for both new construction and renovation.

Mr. Somers is a professional engineer registered in 14 states and the District of Columbia, a LEED AP, a member of the American Society of Mechanical Engineers, and a LEED accredited professional. His experience ranges from thermal energy storage research to energy audits of large complexes including the Hartsfield-Jackson Atlanta International Airport.

Mr. Somers spearheaded 2rw’s technical support services for the Virginia Division of Energy for many years, during which time he conducted training sessions for technical and non-technical audiences, developed guidelines for a photovoltaic manufacturing grants program, and authored technical manuals for engineers and architects.

Mr. Somers has many years of experience in renovation design, building assessment, commissioning, construction administration, and energy auditing, as well as central HVAC plant assessment and HVAC system design. Mr. Somers has led teams of architects and engineers in the administration of evaluation, design, commissioning, and construction of comprehensive engineering projects for numerous clients throughout the United States. He has an extensive background in analysis and design of mechanical and electrical systems to reduce energy consumption and costs.

Mr. Somers holds a PhD in Mechanical Engineering from the University of Virginia, and M.S. and B.S. degrees in Mechanical Engineering from Pennsylvania State University.

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David Terry
Executive Director, National Association of State Energy Officials

David Terry is the Executive Director of the National Association of State Energy Officials and has worked with NASEO in a variety of capacities since 1996. Mr. Terry leads NASEO's programs in support of the nation's 56 State and Territory Energy Offices. The organization communicates the states' views on virtually all national energy issues, including electricity policy, energy efficiency market transformation, renewable energy commercialization and deployment, industrial energy efficiency, energy assurance and reliability, building codes and efficiency, and climate-oriented energy programs.

Mr. Terry has 20 years of experience working on a range of energy issues for such organizations as the Association of State Energy Research Institutions, Governors' Biofuels Coalition, National Academy of Sciences, and the U.S. Department of Energy. Prior to working in the energy area, Mr. Terry was a statistical analyst for a market research firm, an analyst with the National Academy of Sciences, and a researcher for The Washington Post. He received a B.A. degree from Bowling Green State University, Bowling Green, Ohio, and he has completed graduate coursework in statistics and marketing at Virginia Tech, Blacksburg, Virginia.

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Becca Trietch
Eenrgy Efficiency Administrator, Rhode Island Office of Energy Resources

Becca Trietch serves as an Energy Efficiency Administrator at the Rhode Island Office of Energy Resources (OER), where she helps develop and oversee policies and programs that improve energy efficiency throughout the state. OER works closely with private and public stakeholders to increase the reliability and security of Rhode Island’s energy system; reduce long-term energy costs; and promote adoption of clean, no-to-low carbon energy solutions, while balancing ratepayer and environmental impacts. Ms. Trietch helps to oversee utility-administered energy efficiency programs and supports policy work related to building codes and building energy labeling.

Becca has a Master's in Environmental Science and Management with a concentration in Policy from the University of Rhode Island. She also holds a Bachelor's degree in Mechanical Engineering from Yale University and is working on a Doctorate in Law & Policy at Northeastern University.

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Timothy Unruh
Executive Director, NAESCO

Dr. Timothy D. Unruh joins NAESCO after over 26 years in energy efficiency and clean energy development.  Most recently, he served in two senior roles at the U.S. Department of Energy (DOE) – Director of the Federal Energy Management Program (FEMP) and Deputy Assistant Secretary of Renewable Power.  As FEMP Director, Dr. Unruh helped launch the President’s Performance Contracting Challenge pushing for growth in performance contracting with the Federal Government, as well as eProject Builder targeting a common national platform for ESCO industry data. As DAS for Renewable Power, Dr. Unruh helped develop the Beyond Batteries initiative to explore innovative ways to provide grid services, including using building energy efficiency technologies to improve grid integration with renewable technologies.

Prior to his work at DOE, Dr. Unruh spend many years working for ESCOs. During his time at Custom Energy and ConEdison Solutions, he fulfilled performance contracting work in all markets (MUSH, industrial, commercial and federal), gaining expertise in business development, engineering, measurement and verification, legal and financial aspects of the industry, often through first-hand experience in fulfilling the work.  Early in his career, Dr. Unruh worked for CMS Energy, finding efficiency and power quality solutions for commercial and industrial energy users, where he developed his energy engineering foundation.

Dr. Unruh holds a Bachelors, Masters, and Doctor of Philosophy in Electrical Engineering from Wichita State University in Wichita, Kansas.  He also holds professional engineering licenses in 13 States and the District of Columbia.

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Wes Walker
Senior National Director, Siemens Smart Infrastructure, Siemens


Kevin Warren
Principal, Warren Energy Engineering

Kevin Warren, PE, is the principal and founder of Warren Energy Engineering. Prior to founding the company, he was co-founder and principal of kW Engineering in Oakland, CA. As a registered Professional Engineer has conducted analyses for complex projects in many jurisdictions. He has led numerous impact evaluations and performed energy engineering analyses for hundreds of buildings and process facilities. This work has included conducting and managing field surveys of energy use, development of metering plans and installation of metering equipment, and identification and evaluation of energy-saving projects.

Mr. Warren is a nationally recognized expert on measurement and verification (M&V) and impact evaluation. He is an active member of the Efficiency Valuation Organization's (EVO) International Performance Measurement and Verification Protocol (IPMVP) committee. He recently represented EVO in efforts by the North American Energy Standards Board to create national standards for the calculation of energy impacts and currently represents EVO in the American National Standards Institute's (ANSI) Energy Efficiency Standards Collaborative. Mr. Warren was recently part of the team revising the M&V protocols used by Bonneville Power Administration (BPA). He is also a member of the Technical Advisor Group for NREL's Uniform EM&V Methods Project (UMP).

Mr. Warren has a Bachelor of Mechanical Engineering degree from the University of Delaware and a Master of Mechanical Engineering degree from the University of Wisconsin at Madison. He is a Certified Energy Manager (CEM) and a Licensed Professional Engineer in DE, PA, CA, MD and NY.

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David Weiss
Partner, Bywater Partners

David Weiss is a Partner at Bywater Partners LLC where he specializes in offering strategic and tactical guidance along with project development to companies in energy services, renewable energy, utility, and distributed energy businesses. He also provides his clients with a well-balanced perspective on issues within the alternative energy markets and leverages his full and diverse range of 25 years of experience in assessing mergers and acquisition targets.

Prior to starting his consulting practice with Bywater, Mr. Weiss was the President and Chief Operating Officer of Pepco Energy Services. Mr. Weiss had overall responsibility for all divisional functions including profit and loss, marketing, business development, operations, project management, and project financing. During his 17-year tenure with Pepco Energy Services, Mr. Weiss was instrumental in the award of the largest federal government energy savings performance contract, the largest single roof-top solar project in the U.S. and one of the largest federal co-generation projects for the National Institutes of Health. Mr. Weiss was also responsible for the development and operations of all co-generation, renewable energy, and district energy facilities.

Prior to Mr. Weiss’ tenure with Pepco Energy Services, he managed the implementation of utility demand-side management programs and a design/build group for XENERGY. He has testified before the U.S. Senate Subcommittee on Energy to the Committee on Energy and Natural Resources as an expert in the energy services field and is the immediate past Chair of the Board for the National Association of Energy Services Companies.

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Mark White
Managing Director, Bostonia Partners, LLC

Mark S. White has over 25 years of experience in the energy industry. He is experienced in business development, energy efficiency, energy project finance, and accounting. Mr. White previously served in the capacity of Executive Vice President and Chief Financial Officer for a large energy service company. In addition, his prior associations include working for a diversified utility services company managing federal and state income, property, sales, and use taxes in a multi-state environment; and as CFO for a technology company concerned with the reduction of utility expenses. Mr. White holds a Bachelor of Sciences from Bentley College and is a Certified Public Accountant.

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Scott Wilton
Vice President, Legal/Sales, United Financial of Illinois, Inc.

Scott Wilton is responsible for origination, management and maintenance of assigned contractor and direct customer relationships, and the structuring of federal, municipal, and commercial energy projects. In addition, Mr. Wilton is also legal counsel for the company, and is responsible for the management of all corporate legal and documentation matters, including contract development and negotiations, collections, litigation, and compliance and has over 25 years of experience structuring and closing large commercial transactions. He is a graduate of the University of Illinois at Urbana-Champaign with a B.S. in Economics and History and has a J.D. from Loyola University of Chicago School of Law.

Mr. Wilton was most recently employed with Inventrust Properties Corp. (previously, The Inland Real Estate Group, Inc.) where he was responsible for the development, construction, financing, documentation, management, and administration of real estate projects throughout the U.S.

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Charles Zitnik
Senior Vice President of Public Finance, D.A. Davidson

Charles Zitnik is a Senior Vice President with D.A. Davidson & Co. A 35+ year veteran with a clear vision of the MUSH market and the ESCO approach to project capacity, Mr. Zitnik carries extensive experience in the structuring of multiple revenue stream tax advantaged project financing.

An advocate of early stage life cycle development finance and transition finance, Mr. Zitnik is a proven catalyst in the establishment of innovative patterns and directions in the energy savings finance field.
D.A. Davidson & Co. is a 1,300-employee brokerage firm with offices coast to coast. Zitnik holds an undergraduate degree from the University of Kansas and a Master of Business Administration from Rockhurst University with additional coursework at Columbia University.  Mr. Zitnik has been with Davidson and its predecessor firm for over 20 years.

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