Residential Energy Efficiency Solutions: From Innovation to Market Transformation Conference, July 2012

From July 9-11, 2012, the U.S. Department of Energy brought together administrators and implementers of residential energy efficiency programs to share program implementation solutions, strategies, and techniques. Conference participants included state and local governments, utilities, non-governmental organizations, Better Buildings Neighborhood Program partners, Home Performance with ENERGY STAR^® Sponsors, Home Energy Score Partners, and other stakeholders.

A detailed agenda, conference presentations, and additional materials are available below.

Conference Materials

Conference Agenda
Plenary, Keynote, and Other Presentations
Pre-Conference Sessions
Topical Tracks

Plenary, Keynote, and Other Presentations

Opening Plenary & Keynote Address
- Conference Overview & Agenda: Danielle Sass Byrnett, Better Buildings Neighborhood Program, U.S. DOE
- Welcome & DOE Update: Dr. Kathleen Hogan, Deputy Assistant Secretary for Energy Efficiency, U.S. DOE
- Framing the Challenge & Opportunity—Use Market Segmentation to Identify the Egg: Richard Kauffman, Senior Advisor to the Secretary, U.S. DOE
Lunch Keynote Address: Nancy Welsh, Builders of Hope
Refining Lessons Learned: Danielle Sass Byrnett, U.S. DOE
Closing Session: Bringing It All Together & Next Steps

Pre-Conference Sessions

Better Buildings Neighborhood Program

Home Performance with ENERGY STAR^®

Home Energy Score

Home Energy Score Program—Update and Overview for Potential Partners: Joan Glickman, U.S. DOE

Topical Tracks

Driving Demand

Session 1 (D1)	Successful Marketing Strategies	Moderator: Claudia Tighe, U.S. DOE Panelists and Presentations: Christie Rodriquez, Sacramento Municipal Utility District Thomas Bregman, Energize New York Will Baker, Midwest Energy Efficiency Alliance Will Villota, Clean Energy Works Oregon
Session 2 (D2)	Designing Custom Messages for Specific Audiences	Moderator: Lani Macrae, U.S. DOE Panelists and Presentations: Beth Galante, Global Green New Orleans Brian Pippin, JEA Chris Granda, One Change Chuck Wilson, STEP-UP Laura Parsons, California Center for Sustainable Energy Susan Mazur-Stommen, American Council for an Energy-Efficient Economy Additional Resource: The JEA Home Energy Evaluation Kit Video
Session 3 (D3)	Testing Innovative Approaches to Engaging Consumers	Moderator: Tom Beierle, Ross Strategic Panelists and Presentations: Aubrey Anaya, City of Phoenix Bob Coleman, California Center for Sustainable Energy Frank Rapley, Tennessee Valley Authority Lisanne Altmann, Long Island Power Authority Roderick Jackson, Oak Ridge National Laboratory
Session 4 (D4)	Overcoming Barriers in the Multifamily Sector	Moderator: Steve Dunn, U.S. DOE Panelists and Presentations: Jill Maness, Austin Energy John Gitchell, Energy Smart Colorado Kimberly Loewen, Energy Impact Illinois Stockton Williams, HR&A Advisors Inc.
Session 5 (D5)	People Will Talk: Making Energy Efficiency a Neighborhood Issue	Moderator: Joan Glickman, U.S. DOE Panelists and Presentations: Chris Badger, Vermont Energy Investment Corporation Dan Curry, Clean Energy Durham Helen Biersack, Conservation Services Group Roger Smith, Connecticut Neighbor to Neighbor Energy Challenge
Session 6 (D6)	Marketing & Driving Demand: Refining Lessons Learned	Moderator: Jonathan Cohen, U.S. DOE

Financing

Session 1 (F1)	The Role of Financing in Program Implementation	Moderator: Tim Larson, Ross Strategic Panelists and Presentations: Christopher Kramer, Energy Futures Group Elise Avers, Massachusetts Department of Energy Resources Joanna Karger, Renewable Funding Tessa Shin, AFC First Financial Corporation Additional Resources: Mass Save HEAT Loan Participating Lender List Mass Save HEAT Loan Minimum Standards and Requirements
Session 2 (F2)	Effective Incentive Structures	Moderator: Nicole Reed, U.S. DOE Panelists and Presentations: Dana Fischer, Efficiency Maine Jonathan Doochin, U.S. Green Data Inc. Mary Templeton, State of Michigan & Michigan Saves Megan Billingsley, Lawrence Berkeley National Laboratory
Session 3 (F3)	Working with Financial Partners	Moderator: Bret Kadison, U.S. DOE Panelists and Presentations: Brian Alfano, Clean Energy Works Oregon Jennifer Degen, City of Kansas City, Missouri Joanna Karger, Renewable Funding Joshua Curtis, City of Seattle Martha Jane Murray, William J. Clinton Foundation Tessa Shin, AFC First Financial Corporation
Session 4 (F4)	On-Bill Financing Today and Tomorrow	Moderator: Chris Lohmann, U.S. DOE Panelists and Presentations: Alfred Griffin, Citi Angela Ferrante, Energi Brian Alfano, Clean Energy Works Oregon Jeff Pitkin, New York State Research & Development Authority Lindsey Smith, The Electric Cooperatives of South Carolina
Session 5 (F5)	Aggressive Underwriting and Smart Product Delivery	Moderator: Julie Hughes, U.S. DOE Panelists and Presentations: Becca Harmon Murphy, Indianapolis Neighborhood Housing Partnership Jeff Pitkin, New York State Energy Research & Development Authority Tessa Shin, AFC First Financial Corp
Session 6 (F6)	Financing & Incentives: Refining Lessons Learned	Moderator: Nicole Reed, U.S. DOE Additional Resource: emPower Santa Barbara County Project Calculator Tool

Engaging Business Partners

Session 1 (P1)	Connecting the Dots Among Real Estate Stakeholders	Moderator: Joan Glickman, U.S. DOE Panelists and Presentations: Ben Gromicko, International Association of Certified Home Inspectors Ben Kaufman, Keller Williams GreenWorks Bill Garber, Appraisal Institute C. Blaine Illingworth III, American Society of Home Inspectors Denee Evans, HomeFree Nevada Jeremy Hutman, California Center for Sustainable Energy Laura Stukel, L.W. Reedy Real Estate Margaret O'Sullivan, Real Estate Business Intelligence
Session 2 (P2)	Five Steps to a Profitable Contractor Base	Moderator: Ely Jacobsohn, U.S. DOE Panelists and Presentations: Brad Geyer, Fayette County, Pennsylvania Emily Levin, Vermont Energy Investment Corporation Sam Flanery, Building Science Energy Services Sammy Chu, Suffolk County Department of Labor Tiger Adolf, Building Performance Institute
Session 3 (P3)	Expanding Programs through Creative Partnerships	Moderator: Caroline Hazard, SRA International Panelists: Jensen Adams, Metropolitan Energy Center Nathalie Gonzalez, Los Angeles County Office of Sustainability Richard Faesy, Energy Futures Group Selma Tucker, City of Grand Rapids
Session 4 (P4)	Understanding Programs from the Contractor Perspective	Moderator: Mike Rogers, ABM Energy Panelists: Dan Kartzman, Powersmith Home Energy Solutions Gina Sullenberger, Weatherseal Insulation Jeff Bartos, Mark Group Michelle Griffith, Devere Insulation Peter Van Buren, TerraLogos Energy Group Rob Minnick, Minnick's Heating & Cooling
Session 5 (P5)	Evolving Utility Cost Effectiveness Test Criteria	Moderator: Courtney Moriarta, SRA International Panelists and Presentations: Brian Gitt, Bevilacqua-Knight Inc. Kara Saul Rinaldi, National Home Performance Council Additional Resource: EE Report: State Electric Efficiency Regulatory Frameworks
Session 6 (P6)	Workforce & Contractor Relationships: Refining Lessons Learned	Moderator: Claudia Tighe, U.S. DOE

Sustainable Business Models

Session 1 (M1)	Shared Value in Utility & Efficiency Partnerships	Moderator and Presentation: Nikki Kuhn, Vermont Energy Investment Corporation Panelists and Presentations: Cynthia Adams, Local Energy Alliance Program Dimitrios Laloudakis, City of Phoenix Kerry O'Neil, Earth Markets Lisanne Altmann, Long Island Power Authority
Session 2 (M2)	Seeking a Sustainable Model in Cleveland	Moderator: Dane Reese Panelist and Presentation: Kristin Hall, City of Cleveland
Session 3 (M3)	Going Deep versus Going Wide as a Program Strategy (M3a)	Moderator: Courtney Moriarta, SRA International Inc. Panelists and Presentations: Becca Murphy, Indianapolis Neighborhood Housing Partnership Dana Fischer, Efficiency Maine Steve Culbertson, Bevilacqua-Knight Inc. Tim Miller, Clean Energy Works Oregon Additional Resource: Going Deep vs. Going Wide
	Seeking a Sustainable Model in Oregon (M3b)	Moderator: Dane Reese Panelist: Derek Smith, Clean Energy Works Oregon
Session 4 (M4)	Finding Funding for Sustainable Programs	Moderator: Danielle Sass Byrnett, U.S. DOE Panelists and Presentations: Andy Holzhauser, Greater Cincinnati Energy Alliance Carla De La Chapa, CPS Energy Doug Coward, St. Lucie County, Florida Ludy Biddle, NeighborWorks of Western Vermont Melissa Glickman, Boulder County Yvonne Kraus, RePower Bainbridge
Session 5 (M5)	Getting to Whole Home Success (M5a)	Moderator: Nicole Reed, U.S. DOE Panelists and Presentations: Elizabeth Babcock, City and County of Denver Jane Bugbee, The United Illuminating Company Kellie Stickney, SustainableWorks
	Seeking a Sustainable Model in Kentucky (M5b)	Moderator: Dane Reese Panelist: Andrew Isaacs, Kentucky Housing Corporation
Session 6 (M6)	Service Delivery & Program Administration: Refining Lessons Learned	Moderator: Danielle Sass Byrnett, U.S. DOE

Strategies for Success

Session 1 (S1)	Reaching Moderate Income Homeowners	Moderator: Julie Hughes, U.S. DOE Panelists and Presentations: Adrianna Masuko, City of San Jose Ed Thomas, Electric and Gas Industries Association Elizabeth Babcock, City and County of Denver Mark Wyman, New York State Research & Development Authority
Session 2 (S2)	Capturing Energy Upgrades in the Real Estate Transaction	Moderator: Joan Glickman, U.S. DOE Panelists and Presentations: Ben Kaufman, Keller Williams GreenWorks Bill Garber, Appraisal Institute Cynthia Adams, Local Energy Alliance Program Laura Stukel, L.W. Reedy Real Estate Margaret O'Sullivan, Real Estate Business Intelligence Robin LeBaron, National Home Performance Council
Session 3 (S3)	Successful Approaches to Workforce Training and Credentialing	Moderator: Benjamin Goldstein, U.S. DOE Panelists and Presentations: Andrea Petzel, City of Seattle Deacon Taylor, SolarCity Liz Robinson, Energy Coordinating Agency Steve Baden, Residential Energy Services Network Valencia Roner, City of Greensboro
Session 4 (S4)	Keeping It Simple from the Customer's Perspective	Moderator: Tim Larson, Ross Strategic Panelists and Presentations: Joni Zacharisen, CPS Energy Lilah Glick, Greater Cincinnati Energy Alliance Mary Templeton, State of Michigan & Michigan Saves Nancy L. Hohns, EnergyWorks
Session 5 (S5)	Using Data to Monitor Market Transformation	Moderator: Dale Hoffmeyer, U.S. DOE Panelists and Presentations: Betsy Kleinfelder, The Sustainability Institute Kat Donnelly, Earth Markets Melissa Glickman, Boulder County Patrick Roche, Conservation Services Group
Session 6 (S6)	Data & Evaluation: Refining Lessons Learned	Moderator: Dale Hoffmeyer, U.S. DOE

U.S. Department of Energy - Energy Efficiency and Renewable Energy

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