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Full details about AEE's
Identifying Profitable Energy Efficiency Investments
with Wall Street Risk Management Analysis

Online Training for Energy and Facility Professionals
An interactive program you can complete right from your computer, with two-way live audio via your phone or VOIP

2 Hours of Instruction:
Earns 0.2 CEU / 2 PDH / 0.4 AEE credits toward re-certification

Now accepting registrations for program beginning
November 16, 2017

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AIA Learning Units Eligible

This course has been approved by AIA for continuing education credits. The AIA requires that its registered architect members earn 18 Learning Unit (LU) hours of continuing education credit annually (eight hours of which must be related to Health, Safety, and Welfare topics and four of those eight in Sustainable Design) to remain in good standing. Architectural boards in 40 states, 10 Canadian Provinces, and 19 countries have implemented mandatory continuing education (MCE) for re-licensure.

The Association of Energy Engineers is an approved training provider within the American Institute of Architects (AIA) Continuing Education Systems (CES) Registered Provider program.


JERRY JACKSON, Ph.D., an energy economist with over 35 years experience, is currently president of the consulting firm of Jackson Associates, as well as leader and research director of the Smart Grid Research Consortium. He has assisted hundreds of firms, both large and small, with energy efficiency, demand response investment, and distributed energy analyses. Dr. Jackson is also author of Energy Budgets at Risk (EBaR): A Risk Management Approach to Energy Purchase and Efficiency Choices (Wiley Finance). As creator of the EBaR risk management approach, he recently developed associated EBaR software. In addition, he holds a patent on the Market Analysis and Information System (MAISY) drill-down process, now licensed to Microsoft, Oracle, SAP and other software firms. Widely published in his fields of expertise, Dr. Jackson previously served as professor at Texas A&M University, chief of the Applied Research Division at the Georgia Tech Research Institute, and an economist at the Federal Reserve Bank of Chicago. He holds a Ph.D. in economics from the University of Florida.
This two-hour online seminar examines the process pin-pointing potentially overlooked and profitable energy efficiency investment opportunities, while effectively managing and avoiding associated risks.

You can participate in the seminar from your office, home, or anywhere you have access to the internet and a phone or VOIP. You'll have opportunities to interact with your instructor and colleagues in real time during the live, interactive online session.


The traditional building energy efficiency investment analysis process applies "best estimates" of program impacts, capital and installation costs, O&M costs and other factors to estimate expected investment returns. Uncertainty over the actual value of these items, along with weather, future energy prices and other variable factors creates considerable investment risk using this approach -- and concern over this risk can often cause decision-makers to bypass many profitable investments in energy efficiency.

The purpose of this course is to show you how you can address these uncertainties and better predict the actual outcome for potential projects by utilizing Energy Budgets at Risk (EBaR), an extension of the widely-used Wall Street Value at Risk analysis process. Using EBaR, you can quantitatively combine engineering project information with important sources of uncertainty, predicting both returns and risks associated with each option under consideration with optimal effectiveness. In addition, EBaR analysis puts energy efficiency and demand response investment evaluations on equal footing with other capital investments, facilitating the executive project approval process. The EBaR system is also now available in intuitive, easy-to-use software which will be demonstrated in case studies presented during the seminar.

The instructor will review energy efficiency (EE) and demand response (DR) financial analysis basics, discuss current EE and DR investment evaluation practices, review modern investment risk management fundamentals, and provide EBaR analysis examples to facilitate your understanding. Risk management representations of IRR, NPV, ROI, cash flow, capitalization and greenhouse gas impacts will be presented. The course is designed to provide attendees with a thorough understanding of how to develop C-level key financial risk management performance measures based on EE and DR engineering analysis results.

To view a detailed course agenda, Click Here.

FEES (per participant):
$295, regular / $245, AEE member, non-profit org.

NOTE: Seminar fees listed are per person for a single audio and video connection for individual use, and may not be shared with other users. All participants must individually pre-register for the desired course in order to participate. If you would like pricing information on multiple registrations for the same seminar, please contact: Terese Lavallee, phone 770-925-9633, email:

For more details about seminar registration terms, what to do if you miss a session, and AEE's cancellation, substitution or transfer policy CLICK HERE.


The following offering(s) of the Identifying Profitable Energy Efficiency Investments Online Seminar are currently scheduled. The program consists of one 2-hour teleconferencing session, for a total of 2 hours of instruction.

Course Module
Times (Eastern time US)
11:00 am - 1:00 pm
Completion of the full 2-hour program is required to receive CEU and PDH Credit, and Course Certificate awarded by AEE.


This course is designed for those who are involved in identifying the most profitable energy efficiency investment opportunities, while effectively managing associated risks. Those who will benefit most from this program include:

  • Energy engineers and managers
  • Facility managers
  • Building owners
  • Real estate investors (e.g., REIT managers)
  • Financial organizations providing financing for building efficiency investments
  • Performance contracting professionals
  • ESCO, MEP and consulting engineers
  • Architects and other design professionals
  • Utility efficiency program managers


For registration questions or assistance, call or email...

Valerie Oviatt: (770) 925-9633