Novogradac 2021 Fall Renewable Energy and Environmental Tax Credits Conference



Please view CPE here




9:00 am - 5:00 pm

Project Finance Primer - additional fee required

The day will start with experts providing an overview of the primary tax incentives for renewable energy (ITC, PTC, depreciation, etc.), the ownership structures that are most commonly used and the most relevant IRS tax rules to be aware of when structuring RETC deals. From there, project finance specialists will walk attendees through a partnership flip model, an inverted lease model and also discuss financial reporting issues common to renewable energy (i.e. HLBV, Business Combinations, etc.), not to mention color commentary throughout the day on the latest project finance trends in the renewable energy industry.


Forrest Milder photo

Speaker: Forrest Milder, Partner, Nixon Peabody LLP

Courtney Mooney photo

Speaker: Courtney Mooney, Associate, Nixon Peabody LLP

James Duffy photo

Speaker: James Duffy, Partner, Nixon Peabody LLP

Josh Morris photo

Speaker: Josh Morris, Principal, Novogradac

Nick Ives photo

Speaker: Nick Ives, Principal, Novogradac

Tony Grappone photo

Speaker: Tony Grappone, Partner, Novogradac

Rob Bryant photo

Speaker: Rob Bryant, Partner, Novogradac

Karl Majors photo

Speaker: Karl Majors, Manager, Novogradac

Roshni Mali photo

Speaker: Roshni Mali, Vice President, Captona


8:00 am - 9:00 am

Registration and Breakfast / Login

9:00 am - 9:15 am

Welcome Address and Opening Remarks

Tony Grappone, the conference chair will welcome attendees and provide a preview for the event.


James Duffy photo

Speaker: James Duffy, Partner, Nixon Peabody LLP

Tony Grappone photo

Speaker: Tony Grappone, Partner, Novogradac

9:15 am - 10:30 am

Washington Wire

Washington insiders specializing in renewable energy will break down the latest laws passed, the current bills moving through Congress as well as prognosticate how renewable energy tax policy is apt to change in the foreseeable future.


JC Sandberg photo

Speaker: JC Sandberg, Chief Advocacy Officer, American Clean Power

Alice Lin photo

Speaker: Alice Lin, Budget and Tax Policy Advisor, House Ways and Means Committee

Robert Andres photo

Speaker: Robert Andres, Senior Policy Adviser, Senate Finance Committee

Peter Lawrence photo

Moderator: Peter Lawrence, Director of Public Policy and Government relations, Marketing, Novogradac

Jeremy Woodrum photo

Speaker: Jeremy Woodrum, Director of Congressional Affairs, Solar Energy Industries Association

10:30 am - 10:45 am

Balance Break

10:45 am - 11:45 am

Insider View: Direct Investors and Tax Equity

Direct tax equity investors will comment on the marketplace, types of deals and structures are in highest demand, views on certain types of technology (i.e. storage), the structures they tend to favor and why, tips on attracting and closing tax equity as well as their view for upcoming year and beyond.


Scott Gubbels photo

Speaker: Scott Gubbels, Executive Director, NelNet

Jorge Medina photo

Moderator: Jorge Medina, , Pillsbury Winthrop Shaw Pittman LLP

Colin Witherspoon photo

Speaker: Colin Witherspoon, Vice President | Business Development – Environmental Finance, U.S. Bancorp Community Development Corporation

Gary Blitz photo

Speaker: Gary Blitz, Co-CEO/Global Head of Tax Insurance, Aon Transaction Solutions

Eric Heintz photo

Speaker: Eric J. Heintz, Vice President and Director of Energy Finance, M&T Bank

12:00 pm - 1:30 pm


1:30 pm - 2:30 pm

What's the Deal? Hot Topics

A panel of experts discuss a variety of issues including tax position insurance, basis risk, merchant tails and carbon capture. Stay informed on the latest issues.


Jessie Robbins photo

Speaker: Jessie Robbins, , Generate

Adam Kuehne photo

Speaker: Adam Kuehne, Chief Investment Officer, Summit Ridge Energy

Ed Rossier photo

Speaker: Ed Rossier, Managing Director , Enhanced Capital

Nat Eng photo

Moderator: Nat Eng, Partner, Novogradac

Antony Joyce photo

Speaker: Antony Joyce, Senior Vice President in the Transactional Risk Practice, Marsh

2:30 pm - 2:45 pm

Balance Break

2:45 pm - 3:45 pm

Developer/Sponsor Roundtable

Renewable energy developers/sponsors share insights on current trends with respect to project types (i.e. community solar in emerging states like Illinois, latest thoughts on utility scale projects in ERCOT, current issues around financing storage, availability of debt, cash equity and tax equity).


Prashanth Prakash photo

Speaker: Prashanth Prakash, , Ecofin

Laura Stern photo

Speaker: Laura Stern, Co-CEO, Nautilus Solar Energy, LLC

Sripradha Ilango photo

Speaker: Sripradha Ilango, Chief Financial Officer, Soltage LLC

Katherine  Ross photo

Moderator: Katherine Ross, Partner, Parker Poe & Bernstein LLP

Andrew  Bernstein photo

Speaker: Andrew Bernstein, Managing Partner, Kearsarge

3:45 pm - 4:00 pm

Balance Break

4:00 pm - 5:00 pm

Emerging Technologies: Best Practices

Renewable energy storage and other technologies continue to expand. Hear experts discuss technology issues as well as best practices and financing and hear about efforts to expand tax credits to include storage and other costs.


Daniel Crotzer photo

Speaker: Daniel Crotzer, President, Fractal Energy Storage Consultants

Sam Kamyans photo

Speaker: Sam Kamyans, , Allen & Overy

Sandro Wrysch photo

Speaker: Sandro Wrysch, , ENGIE Acquisitions Investments and Financial Analysis group

Izzet Bensusan photo

Speaker: Izzet Bensusan, Managing Partner and Founder, Captona

Jenn Wnek photo

Moderator: Jenn Wnek, , Allen & Overy

Chris Wright photo

Speaker: Chris Wright, , E3 Consulting

5:00 pm - 6:00 pm

Networking Reception


8:00 am - 9:00 am

Registration and Breakfast / Login

9:00 am - 10:00 am

Tax Equity: Intermediaries and Syndicators Perspective

The tax equity market has increased significantly this year and has evolved quickly to feature many syndicators and intermediaries that help facilitate tax equity investments. Learn what syndicators are seeking in renewable energy properties when they consider investment and how you can maximize your ability to monetize your credits with syndicators.


Sarah Kuipers photo

Speaker: Sarah Kuipers, General Counsel, Alchemy Renewable Energy

Bryen Alperin photo

Speaker: Bryen Alperin, Director , Foss & Co.

Karin Berry photo

Speaker: Karin Berry, Vice President and Manager of Renewable Energy, National Trust Solar

James Duffy photo

Moderator: James Duffy, Partner, Nixon Peabody LLP

10:00 am - 10:10 am

Balance Break

10:10 am - 11:00 am

Debt, Cash and a Successful Transaction

Are interest rates on the rise? How accessible is cash equity and where can sponsors find the cheapest capital? Leading lenders and investors will shed light on how to access debt and cash equity and what types of projects tend to attract the lowest cost of capital.


Scott Zajac photo

Speaker: Scott Zajac, Chief Executive Officer, Rockwood Group

Derek Welsh photo

Speaker: Derek Welsh, Vice President - Head of C&I Solar, Live Oak Bank

Rod Eckhardt photo

Speaker: Rod Eckhardt, , Seminole Financial Services

Aaron Klein photo

Speaker: Aaron Klein, Managing Director , KeyBanc Capital Markets

Craig Robb photo

Speaker: Craig Robb, Managing Director Power Project Finance, City National Bank

Tony Grappone photo

Moderator: Tony Grappone, Partner, Novogradac

11:00 am - 11:10 am

Balance Break

11:10 am - 12:00 pm

Structuring Your Transaction for Success

Tax equity structuring is about balancing investor return profiles. To structure a deal effectively, you need to know the key tax issues that help maximize returns while complying with the various tax rules. Hear what these experts have to say about the most relevant tax issues that deal participants face today, from commencing construction to determining purchase price allocations, evaluating ownership structures and valuing call options, and more! You’ll hear lessons learned and tips on how to not only getting your deal closed but with optimal benefits.


Forrest Milder photo

Moderator: Forrest Milder, Partner, Nixon Peabody LLP

Bryan Didier photo

Speaker: Bryan Didier, Partner, Leverage Law Group, LLC

Corey Lewis photo

Speaker: Corey Lewis, Senior Vice President, Aon Transaction Solutions

John Dalton photo

Speaker: John Dalton, Principal, Miles & Stockbridge PC

John Eliason photo

Speaker: John Eliason, Global Co-head of Energy Project Finance, Greenberg Traurig, LLP