online in a series of two live 2 hour time modules, this seminar is
intended to guide and facilitate energy professionals in using the
best strategies to effectively communicate with corporate decision
makers and others involved in project financing, leading to the greatest
likelihood of approval of the necessary funding for proposed energy
Learning Units Eligible
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.
Association of Energy Engineers is an approved training provider
within the American Institute of Architects (AIA) Continuing
Education Systems (CES) Registered Provider program.
REALTIME PROGRAM INSTRUCTOR
LEVITAN, C.E.M., C.D.S.M. currently serves as the Senior
Manager for Energy and Utilities for Hudson's Bay Company. His
responsibilities include managing the entire energy and utility
budget for all three retail banners of the organization, including
Saks Fifth Avenue and Lord & Taylor in the U.S., and The
Bay in Canada. He is also responsible for managing and financing
all capital projects relating to energy and utilities for the
organization. Mr. Levitan started his career as a financial
analyst for JP Morgan and moved into the energy industry as
an analyst for Hess Corportion. For the Past 8 years, he has
been managing and financing energy efficiency projects for the
retail and multi-family real estate business sectors. He also
has extensive experience in energy and natural gas procurement
in all deregulated markets in the U.S. and Canada. He holds
a BA degree from University of Delaware, and is a Certified
Energy Manager (CEM) and Certified Demand Side Manager (CDSM)
Mr. Levitan has also delivered keynote presentations at EEI
and other national energy conferences, and was recently selected
AEE Energy Manager of the Year for Region 1.
of the biggest roadblocks that many energy professionals must address
is obtaining the needed financing for their proposed projects. While
the availability of capital is a leading factor hendering forward
progress, it is certainly not the only factor. Many energy professionals
who come primarily from an engineering, facilities or technical
background find it challenging to speak and understand the "language
of finance." The resulting breakdown in communication between
those proposing beneficial energy projects and the corporate professionals
who must consider and make the project funding decisions is, in
fact, actually the leading cause of energy project financing failures,
due to inability to achieve mutual understanding.
course is designed to provide guidance and practical insight for
energy professionals to better understand how financing in most
medium and large companies works. The instructor will create a basis
of knowledge, and then provide financial analysis tools and techniques
that will assist energy professionals in successfully selling their
projects to the finance teams of their respective organizations.
The course will start with a simple explanation of key financial
terms such as IRR, ROI, capital, expense, etc., and will move on
to explain how to construct a proforma, validate data and quantify
savings results. External financing options will also be covered.
understanding and comfort with Excel is recommended for course participants,
but a formula and format template will be provided by the instructor.
The theories and practices taught in this course will be tailored
to focus on energy and utility projects but can be applied to any
type of capital project.
view a detailed course agenda, Click
FEES (per participant):
$495, regular / $445, AEE member, non-profit org.
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: Valerie Oviatt, phone 770-925-9633,
more details about seminar registration terms, what to
do if you miss a session, and AEE's cancellation, substitution or
transfer policy CLICK HERE.
DATES AND TIMES
of the Project Financing Success Strategies for Energy Professionals
Online Seminar are currently scheduled. The program consists
of two 2-hour teleconferencing sessions, for a total of 4 hours
on July 16, with session dates
and times as follows:
both modules is required to receive CEU and PDH Credit, and Course
Certificate awarded by AEE.
(Eastern time US)
July 16, 2015
- 2:00 pm
July 17, 2015
- 2:00 pm
WHO SHOULD PARTICIPATE
course is designed specially for those who need to understand the
best strategies for working with corporate infrastructures to successfully
secure financing necessary for get energy projects off the ground.
Individuals who can benefit significantly from this program include:
engineers, managers and consultants
owners and managers
and managers of capital and infrastructure