Novogradac 2023 Fall Renewable Energy and Environmental Tax Credits Conference


Agenda is subject to change.

Please note: Agenda is set to Eastern Time
Find CPE Information Here. (in-person only)


9:00 am - 4:00 pm

Project Finance Primer - (in-person only)

Gain an overview of the primary tax incentives for clean energy, most common ownership structures and the most relevant IRS tax rules. Project finance specialists walk through a sample partnership flip model and inverted lease model and discuss financial reporting issues common to clean energy transactions. Get updated on the state of the renewable energy market, GAAP hot topics, diverse technologies in the renewable energy and environmental tax credits world.


Matt Yunker photo

Speaker: Matt Yunker, Manager, Novogradac

Neil Winward photo

Speaker: Neil Winward, CEO, Dakota Ridge Capital

Chris Diaz photo

Speaker: Chris Diaz, Co-CEO, Seminole Financial Services LLC

Tony Grappone photo

Speaker: Tony Grappone, Conference Chair & Partner, Novogradac

James Duffy photo

Speaker: James Duffy, Partner, Nixon Peabody

Forrest Milder photo

Speaker: Forrest Milder, Partner, Nixon Peabody

Steve Varady photo

Speaker: Steve Varady, Principal, Novogradac

Nick Ives photo

Speaker: Nick Ives, Principal, Novogradac

Tori Roessler photo

Speaker: Tori Roessler, Senior Counsel, Foley & Lardner


8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 9:15 am

Conference Welcome

The conference chair will welcome attendees and provide a preview of the next two days of educational and networking opportunities.


9:15 am - 10:40 am

Washington Report

Our expert panel provides insight on the potential for further clean energy legislation and sets the stage for what to expect concerning regulation for provisions in the Inflation Reduction Act of 2022. Also learn how changes in Congress or the White House in 2024 could affect clean energy tax incentives.


Jeremy Woodrum photo

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

Michael Novogradac photo

Moderator: Michael Novogradac, Managing Partner, Novogradac

Alice Lin photo

Speaker: Alice Lin, Tax Policy Advisor, U.S. Senate Finance Committee

JC Sandberg photo

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

10:40 am - 11:00 am

Networking Break

11:00 am - 12:00 pm

Tax Equity: Direct Investors

Top-tier investors share what they’re seeking in transactions and what you should do to make your property attractive to them. Hear what structures, incentives and locations are favored.


Daniel Berger photo

Speaker: Daniel Berger, Senior Vice President, Head of Tax Insurance, Lockton Companies

Eric Heintz photo

Speaker: Eric J. Heintz, Managing Director of Renewable Energy Finance, M&T Bank

Mario Salandra photo

Speaker: Mario Salandra, Managing Director, Aon

Darren Van't Hof photo

Speaker: Darren Van't Hof, Managing Director of Environmental Finance, U.S. Bank

Scott Gubbels photo

Speaker: Scott Gubbels, Executive Director, NelNet

Noah Pollak photo

Moderator: Noah Pollak, Shareholder, Greenberg Traurig

12:00 pm - 1:30 pm

Networking Lunch

1:30 pm - 2:30 pm

Monetizing Tax Credits: Tax Equity, Transferability, More

Panelists discuss the current tax equity marketplace, including provisions allowing for the transfer of tax credits and direct pay. Hear the latest about markets that continue to evolve.


Timmi Kloster photo

Speaker: Timmi Kloster, Syndications Business Development Officer, U.S. Bancorp Impact Finance

Alfred Johnson photo

Speaker: Alfred Johnson, Co-Founder and CEO, Crux Climate

Mark Williams photo

Speaker: Mark Williams, Managing Director, PNC Bank

Jordan Tamchin photo

Moderator: Jordan Tamchin, Senior Vice President and Tax Insurance Practice Leader, CAC Specialty

Andrew  Bernstein photo

Speaker: Andrew Bernstein, Managing Partner, Kearsarge

Adam Schurle photo

Speaker: Adam Schurle, Partner, Foley & Lardner

2:30 pm - 2:45 pm

Networking Break

2:45 pm - 3:45 pm

The View from Sponsors, Developers

Developers and sponsors of clean energy projects discuss hurdles and opportunities in a world of expanding incentives. Learn about community solar projects, the overall availability of capital, satisfying requirements for “adder” credit percentages and other hurdles faced by developers and sponsors.


Katherine  Ross photo

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

Catherine Griffin photo

Speaker: Catherine Griffin, Director of Investments, Soltage

Sam Julien photo

Speaker: Sam Julien, Director of Operations, Green Street Power Partners, LLC

Nick Addivinola photo

Speaker: Nick Addivinola, Executive Director, M&A, Nautilus Solar Energy

Yonatan Tammam photo

Moderator: Yonatan Tammam, Vice President, Brown & Brown

Jake Compton photo

Speaker: Jake Compton, Senior Director, Project Finance, Summit Ridge Energy

3:45 pm - 4:00 pm

Networking Break

4:00 pm - 5:00 pm

Technical Hot Topics

The IRA provided a series of new options, and this panel will explain guidance for such options as “adders” for developments in low-income communities or multifamily rental properties receiving federal assistance, domestic content and more. Learn what you need to know (and what still needs to happen) to benefit from these opportunities, as well as gaining insight into new structures and such issues as direct pay.


Alejandra Garcia Earley photo

Speaker: Alejandra Garcia Earley, Shareholder, Greenberg Traurig, LLP

Louis Jenull photo

Speaker: Louis Jenull, Partner, Squire Patton Boggs

Forrest Milder photo

Moderator: Forrest Milder, Partner, Nixon Peabody

Antony Joyce photo

Speaker: Antony Joyce, Managing Director, Tax Insurance Specialist, Marsh

Scott Cockerham photo

Speaker: Scott Cockerham, Partner, Allen & Overy

5:00 pm - 6:30 pm

Networking Reception



8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 9:55 am

Lenders in Time of Change

Changing interest rates, labor costs and materials have lenders and cash equity investors underwriting project economics closely. Lenders and other financiers share the best ways to access debt and cash equity, what types of projects attract the lowest-cost capital and how to finance your property with minimum costs going to interest.


Justin Berutich photo

Moderator: Justin Berutich, Managing Director and Head of Tax , Euclid Transactional

Keith Phillis photo

Speaker: Keith Phillis, Partner, DarrowEverett

Aaron Klein photo

Speaker: Aaron Klein, Managing Director , KeyBanc Capital Markets

Rene Ramirez photo

Speaker: Rene Ramirez, Senior Vice President, Environmental Finance - New Business, U.S. Bancorp Impact Finance

Craig Robb photo

Speaker: Craig Robb, Senior Vice President and Managing Director, City National Bank

9:55 am - 10:00 am

Networking Break

10:00 am - 10:55 am

Syndicators Speak Out

Clean energy syndicators and intermediaries share what types of investments they seek, how developers can best work with them and what to expect. Learn how these investors see your type of project and how to make it attractive.


Nicholas Irmen photo

Moderator: Nicholas J. Irmen, Attorney, Kutak Rock LLP

Karin Berry photo

Speaker: Karin Berry, Managing Director, NT Solar

John Marciano photo

Speaker: John Marciano, Board Member, Redball Energy

Bryan Didier photo

Speaker: Bryan Didier, Partner & Managing Director of Renewable Energy, Monarch Private Capital

Bryen Alperin photo

Speaker: Bryen Alperin, Managing Director, Foss & Co.

10:55 am - 11:00 am

Networking Break

11:00 am - 11:55 am

Emerging Technologies Insight

Clean energy continues to produce new technologies such as standalone batteries, microgrids and green hydrogen. Learn how investors, lenders and insurers are underwriting these new investment opportunities and related tax incentives as well as how their performance and financial returns compare to more traditional renewable energy technologies.


Jerry Smith photo

Moderator: Jerry Smith, Managing Director, Head of Tax Insurance, Atlantic Global Risk

Julian Torres photo

Speaker: Julian Torres, Chief Investment Officer, Scale Microgrids

Izzet Bensusan photo

Speaker: Izzet Bensusan, Managing Partner and Founder, Captona Partners

Andy Moon photo

Speaker: Andy Moon, Co-Founder and CEO, Reunion

In-person registration has sold out. Click below to join us online.