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Catalyst Converge 2026
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Monday, September 14
 

11:00am EDT

Lunch
Monday September 14, 2026 11:00am - 12:30pm EDT

Monday September 14, 2026 11:00am - 12:30pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

11:00am EDT

Registration
Monday September 14, 2026 11:00am - 5:00pm EDT

Monday September 14, 2026 11:00am - 5:00pm EDT
Majestic Palm Foyer Sheraton Orlando Lake Buena Vista Resort

12:30pm EDT

Mainstage: John Heinz welcome
Monday September 14, 2026 12:30pm - 12:45pm EDT
John Heinz, EnergyCAP's VP of Strategic Sales and your emcee for Catalyst Converge, kicks things off on the mainstage. Get the lay of the land for the next three days and settle in before the sessions, workshops, and networking get underway.
Speakers
avatar for John Heinz

John Heinz

VP, Strategic Accounts, EnergyCAP
John is the VP, Strategic Accounts for EnergyCAP, LLC, where he is passionate about finding the right solution for current and prospective customers and being a voice for the customer with our technology team. He has implemented a mission statement for the team to, “serve prospects... Read More →
Monday September 14, 2026 12:30pm - 12:45pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

12:45pm EDT

A CEO's view: Trends, AI, and where EnergyCAP is headed
Monday September 14, 2026 12:45pm - 1:15pm EDT
Energy and utility teams are navigating rising costs, a changing grid, and an explosion of AI, all while being asked to work smarter than ever. EnergyCAP CEO Shawn Lankton will open Catalyst with a look at the trends shaping the industry, how customers are responding, and how EnergyCAP is evolving alongside them. He’ll also share how AI is showing up across EnergyCAP, from flagship experiences like Watts AI to behind-the-scenes intelligence improving bill processing, analysis, forecasting, and more.
Speakers
avatar for Shawn Lankton

Shawn Lankton

CEO, EnergyCAP
Monday September 14, 2026 12:45pm - 1:15pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

1:15pm EDT

Maximizing EnergyCAP: Precision allocation for complex federal portfolios using pre-processing automation
Monday September 14, 2026 1:15pm - 2:00pm EDT
Managing a massive federal utility portfolio—such as the infrastructure at Kennedy Space Center—introduces unique structural challenges to energy modeling. While EnergyCAP provides robust tools for percentage-based utility allocations, calculating those exact percentages requires navigating highly variable room compositions, multi-tenant chargebacks, and the integration of continuous-draw, zero-square-foot infrastructure (e.g., standalone pump stations and remote warning sirens).

To streamline this workflow, LatEX code was developed to serve as a computational bridge between raw facility databases and EnergyCAP. This pre-processing methodology automatically ingests space-composition data, applies weighted energy-intensity factors, and executes fixed-load overrides for zero-footprint equipment. By translating these complex engineering realities into normalized, portfolio-wide percentage splits prior to import, the engine allows facility managers to fully leverage EnergyCAP's allocation capabilities. This synergistic approach ensures highly accurate tenant chargebacks while completely protecting the integrity of portfolio Energy Use Intensity (EUI) reporting by eliminating the need to "spoof" square footage for standalone equipment.

Speakers
JH

Jonathan Haling

Environmental Controls, NASA Kennedy Space Center
Monday September 14, 2026 1:15pm - 2:00pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

2:00pm EDT

Break
Monday September 14, 2026 2:00pm - 2:15pm EDT

Monday September 14, 2026 2:00pm - 2:15pm EDT
Majestic Palm Foyer Sheraton Orlando Lake Buena Vista Resort

2:15pm EDT

Optimizing AP workflows and integrations for streamlined bill management
Monday September 14, 2026 2:15pm - 3:00pm EDT
Learn how to improve bill processing efficiency through advanced workflows and system integrations. This session focuses on reducing manual work, improving accuracy, and connecting EnergyCAP with your AP and GL systems.
Speakers
avatar for Cassandra Caldwell-Zhao

Cassandra Caldwell-Zhao

Manager, Implementation, EnergyCAP
Monday September 14, 2026 2:15pm - 3:00pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

2:15pm EDT

EnergyCAP navigation and basic setup
Monday September 14, 2026 2:15pm - 3:00pm EDT
Covers system setup and configuration basics, including navigating the platform, setting up key elements like custom fields, and a first look at Watts AI. Designed to help new users get oriented and comfortable in EnergyCAP.

Speakers
avatar for Ellen Peck

Ellen Peck

Manager, Projects & Enrollments, EnergyCAP
Monday September 14, 2026 2:15pm - 3:00pm EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

3:00pm EDT

Mastering the chargeback module: Advanced techniques for utility cost allocation in EnergyCAP
Monday September 14, 2026 3:00pm - 3:45pm EDT
Take a deep dive into EnergyCAP’s Chargeback Module in this hands-on workshop designed for energy managers, analysts, and system administrators responsible for internal utility cost recovery. This session will explore the full range of chargeback functionality — from basic bill splitting to advanced multi-layered distribution models. Attendees will gain practical insights into setting up complex allocation scenarios, applying calculation rules, and using EnergyCAP to drive transparency, accuracy, and efficiency in utility chargebacks across departments, buildings, or campuses.
Speakers
avatar for Caitlin McBride

Caitlin McBride

Administrative Services Associate, County of Nevada, CA
Monday September 14, 2026 3:00pm - 3:45pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

3:00pm EDT

Entering and managing bills
Monday September 14, 2026 3:00pm - 3:45pm EDT
Covers bill entry fundamentals and how to manage bills once they're in the system. Learn the different methods of bill entry, including bulk entry options, entering historical bills, individual bill entry, and Bill Capture services, plus how audits help you track what still needs attention after entry.

Speakers
avatar for Josh Berkheimer

Josh Berkheimer

Customer Success Manager, EnergyCAP

Monday September 14, 2026 3:00pm - 3:45pm EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

3:45pm EDT

Break
Monday September 14, 2026 3:45pm - 4:00pm EDT

Monday September 14, 2026 3:45pm - 4:00pm EDT
Majestic Palm Foyer Sheraton Orlando Lake Buena Vista Resort

4:00pm EDT

Advanced measurement and verification (M&V) for energy conservation measures
Monday September 14, 2026 4:00pm - 4:30pm EDT
Explore how to identify the most impactful opportunities for energy efficiency projects (ECMs) and what to do next once they are identified. This session covers planning projects, quantifying savings, and tracking performance over time.
Speakers
avatar for John Heinz

John Heinz

VP, Strategic Accounts, EnergyCAP
John is the VP, Strategic Accounts for EnergyCAP, LLC, where he is passionate about finding the right solution for current and prospective customers and being a voice for the customer with our technology team. He has implemented a mission statement for the team to, “serve prospects... Read More →
Monday September 14, 2026 4:00pm - 4:30pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

4:00pm EDT

Setting up objects in EnergyCAP
Monday September 14, 2026 4:00pm - 5:00pm EDT
Walks through object setup, including how objects are structured, creating your data hierarchy, and bulk setup with spreadsheets for building at scale. Learn how proper setup supports accurate billing, reporting, and analysis.
Speakers
avatar for Ellen Peck

Ellen Peck

Manager, Projects & Enrollments, EnergyCAP
Monday September 14, 2026 4:00pm - 5:00pm EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

4:30pm EDT

Estimating utility costs, budgeting, and accrual best practices
Monday September 14, 2026 4:30pm - 5:00pm EDT
Get hands-on with EnergyCAP's budgeting and accrual tools. This session walks through setting up budgets and running accruals directly in the app, plus the practical tips and gotchas that keep your data clean and accurate.
Speakers
avatar for Cassandra Caldwell-Zhao

Cassandra Caldwell-Zhao

Manager, Implementation, EnergyCAP
Monday September 14, 2026 4:30pm - 5:00pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

4:30pm EDT

Beyond the meter: Bringing in accurate data for energy management with University of Central Florida
Monday September 14, 2026 4:30pm - 5:00pm EDT
UCF manages six utility plants and 700+ meters across electric, water, gas, chilled water, reclaim, and sewer, all feeding into EnergyCAP for billing, auditing, and cost avoidance reporting. This session walks through how their team moved from manual monthly reads to interval data they can actually rely on.
Speakers
KC

Keith Coelho

Manager, Utilities Smart Infrastructure, University of Central Florida

Monday September 14, 2026 4:30pm - 5:00pm EDT
Royal Palm 3 Sheraton Orlando Lake Buena Vista Resort

5:30pm EDT

Welcome reception
Monday September 14, 2026 5:30pm - 7:00pm EDT

Monday September 14, 2026 5:30pm - 7:00pm EDT
27 Palms Fire Pit Sheraton Orlando Lake Buena Vista Resort
 
Catalyst Converge 2026
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