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Catalyst Converge 2026
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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 ABCD 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

Executive welcome
Tuesday September 15, 2026 8:30am - 8:45am 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 →
avatar for Shawn Lankton

Shawn Lankton

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

8:45am EDT

Together we wheel: A Converge keynote with Brent and Kyle Pease
Tuesday September 15, 2026 8:45am - 9:45am EDT
Converge means people, data, and innovation coming together. Our keynote speakers, Brent and Kyle Pease, bring that idea to life through Together We Wheel, a story of brotherhood and what we can achieve when we move forward as one.
Tuesday September 15, 2026 8:45am - 9:45am EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

9:45am EDT

Break
Tuesday September 15, 2026 9:45am - 10:05am EDT

Tuesday September 15, 2026 9:45am - 10:05am EDT
Majestic Palm Foyer Sheraton Orlando Lake Buena Vista Resort

10:05am EDT

Product keynote
Tuesday September 15, 2026 10:05am - 10:45am EDT
Dan Flanigan, EnergyCAP's Chief Product Officer, takes the mainstage to share what's next for the platform. Expect a look at where the product is headed, what's been built with customer input, and how it's shaping up to meet the industry's next set of challenges.

Speakers
avatar for Dan Flanigan

Dan Flanigan

Chief Product Officer, EnergyCAP
Tuesday September 15, 2026 10:05am - 10:45am EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

10:45am EDT

Auditing bills and resolving errors
Tuesday September 15, 2026 10:45am - 11:30am EDT
Introduces bill audits, the different audit types, and how to configure and resolve flags. Learn how to identify issues and catch 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 - 11:30am EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

10:45am EDT

One team, one budget: How the University of Arizona's finance and facilities management teams converge
Tuesday September 15, 2026 10:45am - 11:30am EDT
Finance and facilities management teams often operate with different priorities and different numbers. At the University of Arizona, that's changing. This session covers how the two departments built a shared process for budgeting and reporting, and what other institutions can take from it.
 
Speakers
avatar for Sarah Uranowski

Sarah Uranowski

Senior Director, Product Marketing, 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 →
HG

Herman Gee

Finance Associate, The University of Arizona
avatar for Michael Hoffman

Michael Hoffman

Energy Manager, University of Arizona

Tuesday September 15, 2026 10:45am - 11:30am EDT
Royal Palm 3 Sheraton Orlando Lake Buena Vista Resort

10:45am EDT

Completing the utility bill lifecycle with workflows
Tuesday September 15, 2026 10:45am - 11:30am EDT
Follow the utility bill payment workflow from bill capture to approval to paid, plus what's new and what's next in EnergyCAP Bill Pay. We'll cover approval controls, payment timing, supported payment methods, and a look ahead at ACH funding expansion, eLockbox, and Watts AI.

Speakers
avatar for Cassandra Caldwell-Zhao

Cassandra Caldwell-Zhao

Manager, Implementation, EnergyCAP
avatar for Ashish Sharma

Ashish Sharma

General Manager, Payments, EnergyCAP
Tuesday September 15, 2026 10:45am - 11:30am EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

11:30am EDT

Break
Tuesday September 15, 2026 11:30am - 11:45am EDT

Tuesday September 15, 2026 11:30am - 11:45am EDT
Majestic Palm Foyer Sheraton Orlando Lake Buena Vista Resort

11:45am EDT

Introduction to measurement and verification (M&V) with University of Arizona
Tuesday September 15, 2026 11:45am - 12:15pm EDT
Introduces M&V fundamentals with The University of Arizona, including who benefits, when to use it, the IPMVP measurement options, and how to establish and adjust a baseline for weather and changing conditions.

Speakers
avatar for Michael Hoffman

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 11:45am - 12:15pm EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

11:45am EDT

How EnergyCAP connects data, people, and purpose
Tuesday September 15, 2026 11:45am - 12:15pm 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 11:45am - 12:15pm EDT
Royal Palm 3 Sheraton Orlando Lake Buena Vista Resort

11:45am EDT

Getting the most out of AI at EnergyCAP
Tuesday September 15, 2026 11:45am - 12:15pm EDT
Watts AI is evolving fast — and this session is your chance to go deeper. Join the product team for a hands-on look at how to get real value out Watts across your organization. Whether you're just getting started with chat or you're ready to put Watts reporting to work, this session will help you leave with a clear picture of where to focus and what's possible for your team.
Speakers
avatar for Shawn Lankton

Shawn Lankton

CEO, EnergyCAP
avatar for Dan Flanigan

Dan Flanigan

Chief Product Officer, EnergyCAP
Tuesday September 15, 2026 11:45am - 12:15pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

12:15pm EDT

Lunch and industry networking
Tuesday September 15, 2026 12:15pm - 1:15pm EDT

Tuesday September 15, 2026 12:15pm - 1:15pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

1:15pm EDT

The next wave: AI, technology adoption, and the future of facilities operations
Tuesday September 15, 2026 1:15pm - 2:00pm EDT
Over the last century, buildings have evolved and benefited from wave after wave of technology: electrification, mechanical cooling, computerized digital controls, LED lighting, and on-site renewables. Each wave brought new promises and new efficiencies, but also new costs and new compliance requirements. AI is the latest wave, but the underlying challenge remains the same: How do facility and energy professionals evaluate what's worth adopting, when to act, and how to stay ahead in an industry that's constantly evolving?

This panel brings together facility and energy pros to have an honest, practical conversation about what's working, what may be overhyped, and what the next wave of technology adoption really means for building performance and operations.

Speakers
avatar for Matthew Cherrin

Matthew Cherrin

Vice President - Affiliate Lobo Energy, Inc., The University of New Mexico

avatar for Steve Heinz

Steve Heinz

Founder, EnergyCAP
avatar for Eskender McCoy

Eskender McCoy

Energy & Climate Program Manager, Energy Division of Baltimore City's Department of General Services
Eskender McCoy is an Energy & Climate Program Manager in the Energy Division of Baltimore City's Department of General Services, where he supports utility account management, energy data programs, and efficiency initiatives across City facilities. He leads the water utility efforts... Read More →
Tuesday September 15, 2026 1:15pm - 2:00pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

2:00pm EDT

Break
Tuesday September 15, 2026 2:00pm - 2:15pm EDT

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

2:15pm EDT

Finding ROI with energy conservation measures
Tuesday September 15, 2026 2:15pm - 2:45pm EDT
Learn a practical framework for calculating and communicating energy project ROI in EnergyCAP. This session covers cost avoidance, the total value of a project beyond dollars and cents, blending quick wins with longer-term initiatives, and how to tailor your ROI story for engineers, facility managers, finance leaders, and sustainability officers.
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 2:15pm - 2:45pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

2:15pm EDT

A clean bill of health: Smarter capture, processing, and auditing in EnergyCAP
Tuesday September 15, 2026 2:15pm - 2:45pm EDT
Your reporting is only as good as the bills behind it. Over the past year, we have rebuilt much of the journey a bill takes through EnergyCAP: catching bad and duplicate files the moment they arrive, showing you exactly how every bill was retrieved and processed, and tuning audits so flags mean something. In this session, we will walk the full pipeline (capture, batches, processing, audits) and demo what's new, including the Problem Files workspace, duplicate bill detection, retrieval and processing method tracking, quieter and smarter audits, and enhancements to our processing engine and reporting. You will leave knowing what changed and how it improves your data quality day to day. 
Speakers
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 2:15pm - 2:45pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

2:15pm EDT

Creating groups and using benchmarks
Tuesday September 15, 2026 2:15pm - 3:15pm EDT
Covers how to create groups and apply benchmarks, including custom benchmarks beyond square footage, to compare performance. Learn how grouping and benchmarking support analysis across meters, buildings, or portfolios.
Speakers
avatar for Josh Berkheimer

Josh Berkheimer

Customer Success Manager, EnergyCAP

Tuesday September 15, 2026 2:15pm - 3:15pm EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

2:45pm EDT

Advanced measurement and verification (M&V) using special adjustments
Tuesday September 15, 2026 2:45pm - 3:15pm 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 2:45pm - 3:15pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

2:45pm EDT

Fairfax County’s journey to smarter utility management with EnergyCAP
Tuesday September 15, 2026 2:45pm - 3:15pm EDT
If a large local government can simplify its utility management with EnergyCAP, so can you. Fairfax County, Virginia is transitioning from complex third-party processes to directly managing energy and utility data with EnergyCAP. In this session, we’ll walk through how Fairfax County decided to transition bill pay vendors, the stakeholders that were engaged, and how moving to EnergyCAP BillPAY services created streamlined data entry, auditing, and reporting processes.
Speakers
Tuesday September 15, 2026 2:45pm - 3:15pm EDT
Royal Palm 3 Sheraton Orlando Lake Buena Vista Resort

3:15pm EDT

Break
Tuesday September 15, 2026 3:15pm - 3:30pm EDT

Tuesday September 15, 2026 3:15pm - 3:30pm EDT
Majestic Palm Foyer Sheraton Orlando Lake Buena Vista Resort

3:30pm EDT

Leveraging EnergyCAP for full lifecycle energy project management: from benchmarking to ROI
Tuesday September 15, 2026 3:30pm - 4:00pm 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
MS

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 3:30pm - 4:00pm EDT
Royal Palm 3 Sheraton Orlando Lake Buena Vista Resort

3:30pm EDT

Building an energy program that survives turnover
Tuesday September 15, 2026 3:30pm - 4:00pm EDT
The strongest energy programs are built to last. This session focuses on how to capture the knowledge, decisions, and documentation that make your program work, so the people who come next can build on that foundation, not start over. We'll cover setting policy and guidelines, forming the right committee, documenting key processes, and using training and dashboards to keep your program embedded in your team's culture through turnover.

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 3:30pm - 4:00pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

4:00pm EDT

Advanced reporting and AI-powered insights
Tuesday September 15, 2026 4:00pm - 4:30pm EDT
Dive into advanced reporting strategies using natural language to build complex, SQL-powered reports for deeper analysis. Learn how Watts Reporting differs from Watts Chat, and how to quickly build reports that support decision-making and answer more sophisticated questions.

Speakers
RS

Ryan Schwerman

Product Manager, EnergyCAP

Tuesday September 15, 2026 4:00pm - 4:30pm EDT
Royal Palm 2 Sheraton Orlando Lake Buena Vista Resort

4:00pm EDT

Building basic reports and dashboards
Tuesday September 15, 2026 4:00pm - 4:30pm EDT
Focuses on finding, building, and sharing EnergyCAP reports and dashboards, starting from the questions you're trying to answer. Introduces Watts AI Chat for basic reporting, including what it can and can't do, plus best practices like using filters effectively.

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 4:00pm - 4:30pm EDT
Royal Palm 1 Sheraton Orlando Lake Buena Vista Resort

4:30pm EDT

Retaining the human touch in a digital world
Tuesday September 15, 2026 4:30pm - 5:00pm 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
JM

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 4:30pm - 5:00pm EDT
Royal Palm 3 Sheraton Orlando Lake Buena Vista Resort

4:30pm EDT

Product spotlight: Carbon accounting
Tuesday September 15, 2026 4:30pm - 5:00pm 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 Director, Product Marketing, 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 Manager, EnergyCAP

Tuesday September 15, 2026 4:30pm - 5:00pm EDT
Majestic Palm ABCD Sheraton Orlando Lake Buena Vista Resort

6:00pm EDT

Day 2 reception
Tuesday September 15, 2026 6:00pm - 8:00pm EDT

Tuesday September 15, 2026 6:00pm - 8:00pm EDT
TBA
 
Catalyst Converge 2026
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