Course Main Page Seminar Dates & Times Course Instructor Info
    Have questions or need assistance? CLICK HERE
Full details about AEE's

Project Financing Success Strategies
for Energy Professionals

Online Training for Energy Professionals

An interactive program you can complete right from your computer, with two-way live audio via your phone or VOIP

4 Hours of Instruction:
Earns 0.4 CEU / 4PDH / 0.8 AEE credits toward re-certification

Now accepting registrations for program beginning

online for this seminar now
For a listing of other distance learning
programs from AEE
More info about course
registration & fees:
presented by

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.


GARY 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.
Presented 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 projects.


One 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.

This 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.

A basic 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.

To view a detailed course agenda, Click Here.

FEES (per participant):
$495, regular / $445, 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: Valerie Oviatt, 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 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 of instruction.

Beginning on TBD, with session dates and times as follows:

Course Module
Times (Eastern time US)
12:00 - 2:00 pm
12:00 - 2:00 pm
Completion of both modules is required to receive CEU and PDH Credit, and Course Certificate awarded by AEE.


This 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:

  • Energy engineers, managers and consultants
  • Project developers
  • Energy project contractors
  • Facility managers
  • Building owners and managers
  • Corporate energy managers
  • Facility energy managers
  • Project managers
  • ESCO professionals
  • Directors and managers of capital and infrastructure
  • Financiers


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

Valerie Oviatt: (770) 925-9633