2018 Energy Efficiency Finance Forum

2018 Energy Efficiency Finance Forum

DoubleTree by Hilton Hotel Tarrytown
Tarrytown, NY
May 21, 2018 to May 22, 2018

Overview | Program | Presentations Past Finance Forums

Energy Efficiency Finance Forum Overview

How do you finance energy efficiency? The 2018 Finance Forum explored innovative models that discovered what works, and why. Our dynamic conference provided attendees with the tools and knowledge to get started on financing projects that save money, reduce costs, and create jobs. ACEEE's Energy Efficiency Finance Forum is the only conference of its kind; serving to bring implementers and financiers together to discuss how to scale the industry up.

At the 2018 convening, over 200 participants dove into how to serve rural customers, why the as-a-service model may see spectacular growth in the next few years, and the panoply of financing affordable multifamily homes.

For over a decade, the Finance Forum has brought together a diverse mix of participants including: Clean-tech and energy efficiency investors; financiers; real estate professionals; CDFIs and other mission-driven lenders; entrepreneurs; utility staff; local, state, and federal agency personnel; energy service company personnel; policymakers; NGOs; energy efficiency program planners, operators, and evaluators; and marketing experts.


Click on the speaker's name to view the presentation. (Note: Not all presenters provided presentations for us to post for viewing.)

Monday, May 21

1A. RetrofitNY: Financing Models for Net Zero Energy Retrofits of Multifamily Affordable Housing

Moderator: Greg Hale, New York State Energy Research and Development Authority, NYSERDA

Sadie McKeown, Community Preservation Corporation

Susan Leeds, New York City Energy Efficiency Corporation

Chrissa Pagitsas, Fannie Mae

1B. On-bill Market Updates

Moderator: Philip Henderson, Natural Resources Defense Council

Vincent Wynne, Pepco Holdings

Katie Theiss, Arcadia Power

Mathieu Poirier, Dunsky Energy Consulting

1C. Energy Efficiency Financing in Commercial Buildings

Moderator: Matthew Brown, Harcourt Brown & Carey

Paul Mathew, Lawrence Berkeley National Laboratory

Joe Indvik, RE Tech Advisors

Mary Templeton, Michigan Saves


Tuesday, May 22

Welcome, Keynote and Plenary Session

Anmol Vanamali, Vermont Energy Investment Corporation

Matthew Arnold, JPMorgan Chase

2A. Serving Rural Communities

Moderator: Mary Shoemaker, American Council for an Energy-Efficient Economy

John-Michael Cross, Environmental and Energy Study Institute

Mark Wyman, Energy Trust of Oregon

Desiree Sideroff, Craft3

Hannah Vargasson, Natural Capital Investment Fund

2B. Green Bank Evolution

Moderator: Jeff Schub, Coalition for Green Capital

Gwen Yamamoto Lau, Hawaii Geen Infrastructure Authority

Tom Deyo, Montgomery County Green Bank

Paul Scharfenberger, Colorado Energy Office

2C. Multifamily Lending - Panel Discussion

Moderator: Amy Brusiloff, Bank of America

Sadie McKeownCommunity Preservation Corporation

Kate Elmore, Community Investment Corporation

Esther Toporovsky, Enterprise Community Partners

Chrissa Pagitsas, Fannie Mae

3A. Evolution of Residential Loan Programs and Their Effectiveness

Moderator: Andrew Nih, Southern Calfornia Gas Company

Alan Elliott, Opinion Dynamics Corporation

Alex Hill, Dunsky Energy Consulting

Kerry O'Neill, Connecticut Green Bank

Miriam Joffe-Block, Calfiornia Alternative Energy and Advanced Transporation Financing Authority

3B. PACE Market Update

Moderator: Greg Saunders, CleanFund Commercial PACE Capital, Inc.

Elyssa Rothe, PACENation

Sean Williamson, US Department of Energy

Jeff Deason, Lawrence Berkeley National Laboratory

Susan Morth, Energize NY

3C. Innovative Multifamily Financing

Moderater: Trenton Allen, Sustainable Capital Advisors

Dan W. York, American Council for an Energy-Efficient Economy

Jeffrey Greenberger and Adler Prioly, Reinvestment Fund

Brian Pine, Commons Energy

4A. Efficiency as a Service

Moderator: Miriam Wrobel, Miriam Wrobel Consulting

Bob HinkleMetrus Energy

Paul Bienstock, Citi

Andy Frank, Sealed

4B. Small Business Financing

Moderator: Genevieve Fabela, New York Power Authority

Bruce Torkelson, Lime Energy

Jake Millette, Opinion Dynamics 

4C. Data Standardization: How to Inspire Confidence with Machine Learning, Finance, Insurance, and Real Time Marketing

Moderator: David Tine, HSB/MunichRe

Megan Fisher, New York State Energy Research and Development Authority, NYSERDA

Lauren Salz, Sealed

Michael Burke, CLEAResult

Panama Batholomy, Investor Confidence Program





Our keynote speaker on Monday, May 21 was Richard Kauffman, Chairman of Energy and Finance for New York, Office of New York Governor Andrew Cuomo. Mr. Kauffman joined the governor’s office in 2013 as the state’s first Chairman of Energy and Finance for New York and was known as the “Energy Czar.”  Read more

On Tuesday, May 22, we were honored to have Matthew Arnold as our keynote speaker. Matt is Managing Director and Global Head of Sustainable Finance at JPMorgan Chase. He leads the firm’s client engagement on sustainability across all sectors globally Read more


2018 Co-Chairs

Read more about Alfred's experience here and Anmol's experience here.

2018 Finance Forum Advisory Committee

  • Zach Axelrod, Arcadia Power
  • Matthew Brown, Harcourt Brown and Carey
  • Megan Campbell, Opinion Dynamics
  • Sandy Fazeli, NASEO
  • Bob Hinkle, Metrus Energy
  • Bert Hunter, CT Green Bank
  • Joe Indvik, RE Tech Advisors
  • Elodie Michaels, Pegasus Capital Advisors
  • Yerina Mugica, Center for Market Innovation, NRDC
  • Dan Reicher, Stanford Law School
  • Rachel Reilly Carroll, Enterprise Community Partners
  • Jeffrey Schub, Coalition for Green Capital