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Catalyst Converge 2026
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Monday, September 14
 

8:45am EDT

Keynote
Monday September 14, 2026 8:45am - 9:45am EDT

Monday September 14, 2026 8:45am - 9:45am EDT
Majestic Palm EFG Sheraton Orlando Lake Buena Vista Resort

11:00am EDT

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

Monday September 14, 2026 11:00am - 12:30pm EDT
Majestic Palm EFG 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

Day 1 Welcome
Monday September 14, 2026 12:30pm - 1:00pm EDT

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 - 1:00pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

1:00pm EDT

Commercial industry connect
Monday September 14, 2026 1:00pm - 1:45pm EDT

Monday September 14, 2026 1:00pm - 1:45pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

1:00pm EDT

Government industry connect
Monday September 14, 2026 1:00pm - 1:45pm EDT

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

1:00pm EDT

Higher education industry connect
Monday September 14, 2026 1:00pm - 1:45pm EDT

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

1:00pm EDT

K-12 industry connect
Monday September 14, 2026 1:00pm - 1:45pm EDT

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

1:45pm EDT

Break
Monday September 14, 2026 1:45pm - 2:00pm EDT

Monday September 14, 2026 1:45pm - 2:00pm EDT
Majestic Palm Foyer Sheraton Orlando Lake Buena Vista Resort

2:00pm EDT

Estimating utility costs, budgeting, and accrual best practices
Monday September 14, 2026 2:00pm - 2:45pm EDT
Learn advanced methods for estimating utility costs to support budgeting and accruals. This session focuses on best practices for forecasting spend, improving accuracy, and aligning EnergyCAP data with financial planning processes.
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 2:00pm - 2:45pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

2:00pm EDT

EnergyCAP navigation and basic setup
Monday September 14, 2026 2:00pm - 2:45pm EDT
Covers system setup and configuration basics, including navigating the platform and setting up key elements like custom fields. Designed to help new users get oriented and comfortable in EnergyCAP.
Speakers
avatar for Ellen Peck

Ellen Peck

Senior Project Manager, EnergyCAP

Monday September 14, 2026 2:00pm - 2:45pm EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

2:45pm EDT

Advanced measurement and verification (M&V) for energy conservation measures
Monday September 14, 2026 2:45pm - 3:30pm 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 2:45pm - 3:30pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

2:45pm EDT

Entering and managing bills
Monday September 14, 2026 2:45pm - 3:30pm EDT
Covers bill setup and bill entry fundamentals. Learn the different methods of bill entry, including bulk entry options, entering historical bills, individual bill entry, and Bill Capture services.
Speakers
avatar for Josh Berkheimer

Josh Berkheimer

Customer Success Manager, EnergyCAP

Monday September 14, 2026 2:45pm - 3:30pm EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

3:30pm EDT

Break
Monday September 14, 2026 3:30pm - 3:45pm EDT

Monday September 14, 2026 3:30pm - 3:45pm EDT
Majestic Palm Foyer Sheraton Orlando Lake Buena Vista Resort

3:45pm EDT

Mastering the chargeback module: advanced techniques for utility cost allocation in EnergyCAP
Monday September 14, 2026 3:45pm - 4:30pm 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 3:45pm - 4:30pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

3:45pm EDT

Setting up objects in EnergyCAP
Monday September 14, 2026 3:45pm - 4:30pm EDT
Walks through object setup, including how objects are structured and creating your data heirarchy. Learn how proper setup supports accurate billing, reporting, and analysis.
Speakers
avatar for Josh Berkheimer

Josh Berkheimer

Customer Success Manager, EnergyCAP

Monday September 14, 2026 3:45pm - 4:30pm EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

4:30pm EDT

Optimizing AP workflows and integrations for streamlined bill management
Monday September 14, 2026 4:30pm - 5:00pm 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 AP and enterprise systems.
Speakers
avatar for Cassandra Caldwell-Zhao

Cassandra Caldwell-Zhao

Sr. Project Engineer Integration Lead, EnergyCAP

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

4:30pm EDT

How to read and understand utility bills
Monday September 14, 2026 4:30pm - 5:00pm EDT
Focuses on understanding utility bill line items, rates, and tariffs. Learn how bills are structured and how those details translate into data inside EnergyCAP.
Speakers
avatar for Ellen Peck

Ellen Peck

Senior Project Manager, EnergyCAP

Monday September 14, 2026 4:30pm - 5:00pm EDT
Royal Palm 1 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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