Loading…
Catalyst Converge 2026
arrow_back View All Dates
Tuesday, September 15
 

7:30am EDT

Breakfast
Tuesday September 15, 2026 7:30am - 8:30am EDT

Tuesday September 15, 2026 7:30am - 8:30am EDT
Majestic Palm EFG Sheraton Orlando Lake Buena Vista Resort

8:00am EDT

Registration
Tuesday September 15, 2026 8:00am - 5:00pm EDT

Tuesday September 15, 2026 8:00am - 5:00pm EDT
Majestic Palm Foyer Sheraton Orlando Lake Buena Vista Resort

8:30am EDT

Day 2 Executive welcome
Tuesday September 15, 2026 8:30am - 8:45am EDT

Speakers
avatar for Shawn Lankton

Shawn Lankton

CEO, EnergyCAP
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 →
Tuesday September 15, 2026 8:30am - 8:45am EDT
Majestic Palm EFG Sheraton Orlando Lake Buena Vista Resort

9:45am EDT

EnergyCAP's product roadmap
Tuesday September 15, 2026 9:45am - 10:30am EDT

Speakers
avatar for Dan Flanigan

Dan Flanigan

Chief Product Officer, EnergyCAP
avatar for Dan Behringer

Dan Behringer

Chief Customer Officer, EnergyCAP
As Chief Customer Officer at EnergyCAP, I serve the Customer Solutions team, overseeing all post-sale customer-facing functions including Onboarding, Implementation, CAPture Services, Customer Success, and Support. My role focuses on enhancing customer experiences, streamlining processes... Read More →
Tuesday September 15, 2026 9:45am - 10:30am EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

10:30am EDT

Break
Tuesday September 15, 2026 10:30am - 10:45am EDT

Tuesday September 15, 2026 10:30am - 10:45am EDT
Majestic Palm Foyer Sheraton Orlando Lake Buena Vista Resort

10:45am EDT

Advanced reporting and AI-powered insights
Tuesday September 15, 2026 10:45am - 11:45am EDT
Dive into advanced reporting strategies, including complex report design, reporting with AI, and deeper analysis. Learn how to quickly build reports that support decision-making and answer more sophisticated questions.
Speakers
avatar for Mike Kiser

Mike Kiser

Customer Success Manager, EnergyCAP
Mike is the newest member of our Customer Success team.  His background includes over 30 years of experience in energy/utility management and energy accounting,  Mike's journey in the energy sector began at OmniComp, the predecessor to EnergyCAP LLC, where he played a pivotal role... Read More →
Tuesday September 15, 2026 10:45am - 11:45am EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

10:45am EDT

Auditing bills and resolving errors
Tuesday September 15, 2026 10:45am - 11:45am EDT
Introduces bill audits, audit workflows, and how to resolve flags. Learn how to identify issues and capture costly errors in your bills
Speakers
avatar for Mike Kiser

Mike Kiser

Customer Success Manager, EnergyCAP
Mike is the newest member of our Customer Success team.  His background includes over 30 years of experience in energy/utility management and energy accounting,  Mike's journey in the energy sector began at OmniComp, the predecessor to EnergyCAP LLC, where he played a pivotal role... Read More →
Tuesday September 15, 2026 10:45am - 11:45am EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

10:45am EDT

U of Arizona - Finance + FM panel
Tuesday September 15, 2026 10:45am - 11:45am EDT

Speakers
MH

Michael Hoffman

Energy Manager, University of Arizona

avatar for Thomas Diliberti

Thomas Diliberti

Senior Manager, Energy and Utility Solutions, EnergyCAP
Tom brings a unique blend of education, technology, and facilities expertise to his work. He began his career as a science teacher, where he developed a passion for data-driven decision-making and problem-solving—skills that have shaped his approach to helping organizations optimize... Read More →
Tuesday September 15, 2026 10:45am - 11:45am EDT
Royal Palm 3 Sheraton Orlando Lake Buena Vista Resort

10:45am EDT

Watts New: AI at EnergyCAP
Tuesday September 15, 2026 10:45am - 11:45am EDT
Take a look at AI across EnergyCAP, including our flagship Watts AI technology. We’ll walk through how AI is being used to simplify reporting, surface insights faster, and make data easier to work with, along with a preview of what’s ahead.
Speakers
avatar for Shawn Lankton

Shawn Lankton

CEO, EnergyCAP
avatar for Dan Flanigan

Dan Flanigan

Chief Product Officer, EnergyCAP
Tuesday September 15, 2026 10:45am - 11:45am EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

11:45am EDT

Break
Tuesday September 15, 2026 11:45am - 12:00pm EDT

Tuesday September 15, 2026 11:45am - 12:00pm EDT
Majestic Palm Foyer Sheraton Orlando Lake Buena Vista Resort

12:00pm EDT

Emissions and greenhouse gas accounting
Tuesday September 15, 2026 12:00pm - 12:45pm EDT
Review Scope 1, Scope 2, and Scope 3 emissions concepts, sources, and records. Learn how EnergyCAP supports emissions tracking and reporting, including AI-powered emissions reporting capabilities.​​​​​
Speakers
RS

Ryan Schwerman

Product Manage, EnergyCAP

Tuesday September 15, 2026 12:00pm - 12:45pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

12:00pm EDT

Calendarization and normalization basics
Tuesday September 15, 2026 12:00pm - 12:45pm EDT
Explains calendarization and normalization concepts and how they are used to prepare energy data for analysis. Learn where and how each method is applied
Speakers
avatar for Josh Berkheimer

Josh Berkheimer

Customer Success Manager, EnergyCAP

Tuesday September 15, 2026 12:00pm - 12:45pm EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

12:00pm EDT

How EnergyCAP connects data, people, and purpose
Tuesday September 15, 2026 12:00pm - 12:45pm EDT
With EnergyCAP as the single source of truth for our utility billing data, it connects us to anyone interested in resource consumption, costs, trends, savings, avoidance, greenhouse gas emissions, interval data, research, and more. EnergyCAP makes connections between the data and people and connects us regardless of our skill sets, job responsibilities, industry, level of engagement, or purpose.

Let’s look at three main categories connecting data and people benefiting from the use of EnergyCAP, and how we are connected.
1. Connections to utility providers providing the invoices. After they are entered, both parties benefit.
2. Connection to organization
3. Connections to community

Speakers
MM

Michele Markovits

Energy Management Analyst, Miami-Dade County
I am the EnergyCAP program manager and database administrator in the People and Internal Operations Department of Miami-Dade County overseeing the countywide utility management program with more than 10,000 accounts, 14,000 meters at an annual cost of about $175 million. Previously... Read More →
Tuesday September 15, 2026 12:00pm - 12:45pm EDT
Royal Palm 3 Sheraton Orlando Lake Buena Vista Resort

12:00pm EDT

Completing the utility bill lifecycle with workflows
Tuesday September 15, 2026 12:00pm - 12:45pm EDT
Follow the utility bill payment workflow from genesis of the bill to approval to paid, plus what’s new in EnergyCAP Bill Pay and AP GL integrations. We’ll cover approval controls, exception handling, payment timing, and how bill pay fits into a smoother end-to-end AP experience
Speakers
avatar for Cassandra Caldwell-Zhao

Cassandra Caldwell-Zhao

Sr. Project Engineer Integration Lead, EnergyCAP

avatar for Ashish Sharma

Ashish Sharma

General Manager, Payments, EnergyCAP
MF

Mark Feichtner

Utility Solutions Advisor, EnergyCAP
Tuesday September 15, 2026 12:00pm - 12:45pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

12:45pm EDT

Lunch
Tuesday September 15, 2026 12:45pm - 2:00pm EDT

Tuesday September 15, 2026 12:45pm - 2:00pm EDT
Majestic Palm EFG Sheraton Orlando Lake Buena Vista Resort

2:00pm EDT

Creating groups and using benchmarks
Tuesday September 15, 2026 2:00pm - 2:30pm EDT
Covers how to create groups and apply benchmarks to compare performance. Learn how grouping and benchmarking support analysis across meters, buildings, or portfolios.
Speakers
avatar for Ellen Peck

Ellen Peck

Senior Project Manager, EnergyCAP

Tuesday September 15, 2026 2:00pm - 2:30pm EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

2:00pm EDT

Finding ROI with energy conservation measures
Tuesday September 15, 2026 2:00pm - 3:00pm EDT
Get a practical, operational overview of managing and tracking ECMs in EnergyCAP. Learn how to use custom fields, attach documentation, apply special adjustments, and calculate ROI to justify budgets and demonstrate impact.
Speakers
avatar for Thomas Diliberti

Thomas Diliberti

Senior Manager, Energy and Utility Solutions, EnergyCAP
Tom brings a unique blend of education, technology, and facilities expertise to his work. He began his career as a science teacher, where he developed a passion for data-driven decision-making and problem-solving—skills that have shaped his approach to helping organizations optimize... Read More →
Tuesday September 15, 2026 2:00pm - 3:00pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

2:00pm EDT

STEVE PANEL - City of Balt, Y, Z
Tuesday September 15, 2026 2:00pm - 3:00pm EDT
TBD
Speakers
avatar for Steve Heinz

Steve Heinz

Founder, EnergyCAP
Tuesday September 15, 2026 2:00pm - 3:00pm EDT
Royal Palm 3 Sheraton Orlando Lake Buena Vista Resort

2:00pm EDT

Bill health: what's new across batches, bill capture, and data ingestion
Tuesday September 15, 2026 2:00pm - 3:00pm EDT
Get an update on bill data workflows across processing and ingestion, bill batches, Bill Capture, Bill Retrieval, and audits. This session covers recent improvements, current capabilities, and what’s coming next, along with how these changes impact validation, processing, and overall data quality.
Speakers
avatar for Dan Flanigan

Dan Flanigan

Chief Product Officer, EnergyCAP
avatar for Dan Behringer

Dan Behringer

Chief Customer Officer, EnergyCAP
As Chief Customer Officer at EnergyCAP, I serve the Customer Solutions team, overseeing all post-sale customer-facing functions including Onboarding, Implementation, CAPture Services, Customer Success, and Support. My role focuses on enhancing customer experiences, streamlining processes... Read More →
Tuesday September 15, 2026 2:00pm - 3:00pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

3:00pm EDT

Advanced measurement and verification (M&V) using special adjustments
Tuesday September 15, 2026 3:00pm - 3:45pm EDT
Build on M&V fundamentals by learning how to apply special adjustments. This workshop focuses on handling changes in conditions and improving the accuracy and credibility of savings calculations.
Speakers
avatar for Thomas Diliberti

Thomas Diliberti

Senior Manager, Energy and Utility Solutions, EnergyCAP
Tom brings a unique blend of education, technology, and facilities expertise to his work. He began his career as a science teacher, where he developed a passion for data-driven decision-making and problem-solving—skills that have shaped his approach to helping organizations optimize... Read More →
Tuesday September 15, 2026 3:00pm - 3:45pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

3:00pm EDT

Bill splits and chargebacks explained
Tuesday September 15, 2026 3:00pm - 3:45pm EDT
Provides a beginner-friendly overview of bill splits and chargebacks. Covers common use cases, different approaches, and how to apply them effectively.
Speakers
avatar for Josh Berkheimer

Josh Berkheimer

Customer Success Manager, EnergyCAP

Tuesday September 15, 2026 3:00pm - 3:45pm EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

3:00pm EDT

Retaining the human touch in a digital world
Tuesday September 15, 2026 3:00pm - 3:45pm EDT
Technology in the energy industry is evolving at an incredible pace. Artificial intelligence, automation, and advanced analytics are now embedded in almost every aspect of utility bill management and energy data processing. Powerful platforms can ingest massive volumes of data, flag anomalies, identify errors, and surface opportunities faster than ever before. But technology alone doesn’t deliver outcomes. People do.

This session explores how advanced utility bill management software like EnergyCAP becomes significantly more powerful when paired with an experienced energy consulting team. While modern software can detect billing inconsistencies, unusual usage patterns, and cost spikes, it still requires expertise, context, and strategy to turn those insights into real savings and measurable progress toward energy goals.

We’ll discuss how energy consultants work alongside software to translate data into action—reviewing flagged anomalies, validating errors, negotiating with utilities and suppliers, and implementing practical strategies that reduce costs and risk. Beyond real-time monitoring, we’ll also show how historical bill analysis can uncover years of past billing errors. In many cases, these recoveries result in refunds that directly offset the cost of implementing and maintaining energy management software.

Attendees will gain a clear understanding of why the future of energy management isn’t software or consultants—but both working together. By combining advanced analytics with experienced human oversight, organizations can achieve deeper savings, stronger accountability, and long-term energy and sustainability goals with confidence.
Speakers
avatar for Jim Mathers

Jim Mathers

CEO/Founder, Energy Professionals, LLC
In 1999, Jim co-founded Consumer Energy Solutions, Inc. and CASA, Inc. to build one of the most respected and successful energy consulting companies across the U.S. and Canada. In 2014, he acquired sole ownership of CASA, Inc. In 2018, CASA, Inc. d.b.a. North American Energy Advisory... Read More →
Tuesday September 15, 2026 3:00pm - 3:45pm EDT
Royal Palm 3 Sheraton Orlando Lake Buena Vista Resort

3:00pm EDT

Product spotlight: carbon accounting
Tuesday September 15, 2026 3:00pm - 3:45pm EDT
Carbon reporting requirements are changing fast. This session reviews how carbon data is managed in EnergyCAP, from emissions tracking and calculation approaches to reporting outputs—plus a practical look at the latest regulations and disclosure trends nationwide,
Speakers
avatar for Sarah Uranowski

Sarah Uranowski

Senior Product Marketing Manager, EnergyCAP
Sarah Uranowski comes to EnergyCAP with 15 years of experience in the energy industry, both as an engineer and commercial and marketing leader. As the Director of Product Marketing, Sarah leads the marketing strategy for EnergyCAP’s platform and services, working across teams to... Read More →
RS

Ryan Schwerman

Product Manage, EnergyCAP

Tuesday September 15, 2026 3:00pm - 3:45pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

3:45pm EDT

Break
Tuesday September 15, 2026 3:45pm - 4:00pm EDT

Tuesday September 15, 2026 3:45pm - 4:00pm EDT
Majestic Palm Foyer Sheraton Orlando Lake Buena Vista Resort

4:00pm EDT

"I didn't know I could do that!" power tips and tricks
Tuesday September 15, 2026 4:00pm - 5:00pm EDT
Go beyond the basics with advanced  techniques, including Watts AI-powered tips. Learn how to build reports, setup your organization, and enable features that uncover deeper insights and support decision-making.
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 →
Tuesday September 15, 2026 4:00pm - 5:00pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

4:00pm EDT

Building basic reports and dashboards
Tuesday September 15, 2026 4:00pm - 5:00pm EDT
Focuses on functional reporting setup, including how to build custom dashboards. Introduces AI reporting features and best practices for beginner-friendly reporting.
Speakers
avatar for Ellen Peck

Ellen Peck

Senior Project Manager, EnergyCAP

Tuesday September 15, 2026 4:00pm - 5:00pm EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

4:00pm EDT

Leveraging EnergyCAP for full lifecycle energy project management: from benchmarking to ROI
Tuesday September 15, 2026 4:00pm - 5:00pm EDT
This presentation demonstrates a comprehensive, data-driven approach to identifying, implementing, and verifying the impact of energy efficiency projects using EnergyCAP. We began by leveraging EnergyCAP’s benchmarking capabilities to analyze Energy Use Intensity (EUI) across a portfolio of buildings, enabling a clear comparison of performance and the identification of energy‐intensive outliers. From this analysis, we selected a priority facility for deeper evaluation and project development. Retro-commissioning then took place, and identified deficiencies were corrected.  EnergyCAP tracked consumption and cost data, performed cost avoidance analysis, and verified post-project energy savings, to validate return-on-investment (ROI). The integrated use of EnergyCAP from initial facility selection through validation provided a transparent, defensible methodology for demonstrating project effectiveness and financial payback.
Speakers
avatar for Melanie Stewart

Melanie Stewart

Senior Sustainability and Energy Consultant, Optimized Systems now IMEG
I work for Optimized Systems now IEMG. I’m based in Omaha, but we perform specialty engineering and energy sustainability projects across the country. Our primary mission is to help building owners and managers achieve energy efficiency and building performance without sacrificing... Read More →
Tuesday September 15, 2026 4:00pm - 5:00pm EDT
Royal Palm 3 Sheraton Orlando Lake Buena Vista Resort

4:00pm EDT

Building an energy program that survives turnover
Tuesday September 15, 2026 4:00pm - 5:00pm EDT
The strongest energy programs are built to last. This session focuses on how to capture the knowledge, resources, and decisions that make your program work so the people who come next can build on that foundation, not start over. We’ll show how to structure data, standardize workflows, and document key processes so your program remains clear, consistent, and effective through team changes.
Speakers
avatar for Thomas Diliberti

Thomas Diliberti

Senior Manager, Energy and Utility Solutions, EnergyCAP
Tom brings a unique blend of education, technology, and facilities expertise to his work. He began his career as a science teacher, where he developed a passion for data-driven decision-making and problem-solving—skills that have shaped his approach to helping organizations optimize... Read More →
MF

Mark Feichtner

Utility Solutions Advisor, EnergyCAP
Tuesday September 15, 2026 4:00pm - 5:00pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

6:00pm EDT

Day 2 Reception
Tuesday September 15, 2026 6:00pm - 10:00pm EDT

Tuesday September 15, 2026 6:00pm - 10:00pm EDT
TBA
 
Catalyst Converge 2026
Register to attend
Share Modal

Share this link via

Or copy link

Filter sessions
Apply filters to sessions.
Filtered by Date -