2025 AGENDA

DAY 1 - APRIL 23

FINDING THE FUNDS – FINANCES, INVESTMENT, GRANTS, REBATES, COST SAVINGS 

Wednesday, April 23, 2025
7:45 AM - 8:50 AM
 
 
8:50 AM - 8:55 AM
 
Symon Rubens
8:55 AM - 9:00 AM
 
 
9:00 AM - 9:30 AM

The electrification of homes is a key strategy in making them more energy efficient and reducing emissions. However, there are concerns that infrastructure from both the home and grid perspective is not ready for this change and that high costs may make this energy transition unaffordable. This is being addressed through a better understanding of peak power in homes and developing Low Power Electrification strategies.  

Iain Walker
9:30 AM - 10:10 AM

•    Identifying and leveraging available incentives - identifying and applying for the range of financial incentives available for retrofitting, including grants, rebates, and low-interest loans
•    Optimizing financial resources - strategies for combining and layering financial tools to win upfront costs, improve financial performance during retrofit projects, and ensure overall financial viability
•    Navigating complex grant, loan, eligibility and application processes - navigating the requirements for securing public and private funding and understanding each program’s priorities and meeting them
•    Overview of IRA funding opportunities – uncovering various funding streams provided by the IRA and how they can fit retrofit projects
 

Eva Rosenbloom Ashley Besic Michael H. Gilbert, PE, CEM Charlene Heydinger
10:10 AM - 10:40 AM
 
 
10:40 AM - 10:55 AM
 
Dana Bartolomei Katelynn Essig
10:55 AM - 11:15 AM
 
 
11:15 AM - 11:30 AM

•    Regulatory framework and drivers
•    Technical & equipment options
•    Economic, Operational, GHG and Implementation Analysis 
 

Michael H. Gilbert, PE, CEM
11:30 AM - 12:10 PM

Retrofitting projects offer opportunities to enhance energy justice by providing health, safety, social and economic benefits to underserved communities. In this session, you will learn about:

•    Integrating energy justice frameworks and equity principles into retrofitting project planning to emphasize equitable outcomes.
•    Maximizing the economic benefits by creating local job opportunities, lowering energy costs, and improving living conditions in historically marginalized communities to reduce energy poverty.
•    Coordinating community inclusion in decision-making by engaging local communities in retrofitting project planning.
•    Measuring social impact: techniques for measuring and reporting on the social goals.
 

Margo Weisz Dr. Anissa Rodriguez Dickerman
12:10 PM - 1:10 PM
 
 

PURE & APPLIED POLICY – COMPLIANCE, STANDARDS, CODES, INITIATIVES

Wednesday, April 23, 2025
1:10 PM - 1:50 PM

•    Cross-functional technical collaboration - learn approaches that build effective, cross-functional teams that work together seamlessly and foster long-lasting partnerships for future collaboration
•    Building trust - learn strategies to bolster trust among stakeholders, ensuring that all parties are aligned, responsive, and working toward the same objectives at the same time
•    Effective communication - ensuring regular, transparent communication to strengthen relationships, resolve issues and conflicts, and align different interests toward common goals
•    Data transparency - learn how sharing verified data with stakeholders, including government agencies and investors, can generate trust and confidence in cross-functional teams
 

Eva Rosenbloom Naomi Beal Malachi Rein
1:50 PM - 2:30 PM

Compliance in retrofitting is perpetually evolving, requiring careful attention to changes to local, state and federal – and international – codes, standards and mandates. This panel of regulatory experts will discuss the regulatory landscape for retrofitting projects, detail the key changes to codes and standards that govern compliance, and share how the retrofit community can shape future policy decisions.

•    Understanding compliance standards - review of the major standards that retrofitting projects must meet, including energy efficiency, emissions reductions, safety regulations, and social benefits
•    Who sets standards - discussion on the key governmental and non-governmental organizations, including their priorities (and political pressures), that develop and enforce compliance standards in the retrofitting industry, including international energy sustainability mandates
•    Future outlook on technical standards – understand how emerging technologies and design trends are impacting future compliance requirements
•    Influencing policymakers - discover ways the retrofit community can engage with policymakers to advocate for more practical, supportive regulations 
 

Rick Bluntzer Emily Bowers
2:30 PM - 3:00 PM
  • SOLUTION PROVIDER #1 
  • SOLUTION PROVIDER #2
  • SOLUTION PROVIDER #3 
 
3:00 PM - 3:30 PM
 
 
3:30 PM - 4:30 PM

Participants can join the round table of their choice. Each roundtable leader will spend the first 15 minutes on a case study, lessons learned, or industry update. This will be followed by a 45-minute open discussion with all participants, moderated by the leader. The final 15 minutes will be used to identify 3-5 industry recommendations resulting from the group discussion. Key recommendations will be shared with the entire audience, and all roundtable recommendations will be included in the post-event report.

  1. Government Grants and Incentives
    Exploring available federal, state, and local grants or subsidies for retrofitting projects, such as energy efficiency programs or green building initiatives.
  2. Private Equity and Venture Capital
    Engaging with investors and private equity firms to secure funding for large-scale retrofitting initiatives, focusing on return on investment and sustainability outcomes.
  3. Crowdfunding Platforms for Green Retrofitting
    Utilizing online crowdfunding platforms to raise funds from individuals or communities interested in sustainable development projects.
  4. Energy Performance Contracting (EPC)
    Structuring agreements where the energy savings from retrofitting cover project costs, reducing upfront financial barriers.
  5. Corporate Social Responsibility (CSR) Contributions
    Partnering with corporations to secure funding as part of their CSR strategies, particularly for projects with measurable environmental and social benefits.
  6. Stakeholder Engagement and Collaboration Models
    Identifying and involving key stakeholders (e.g., building owners, tenants, contractors) early in the planning process to ensure project buy-in and alignment.
  7. Risk Assessment and Mitigation Strategies
    Developing comprehensive risk management frameworks to address potential challenges such as cost overruns, scheduling delays, or regulatory compliance.
  8. Technology Integration for Smart Retrofitting
    Leveraging IoT and smart building technologies to optimize operational efficiencies during and after retrofit implementation.
  9. Sustainable Supply Chain Management
    Sourcing eco-friendly materials and ensuring efficient logistics to minimize the environmental impact of retrofitting operations.
  10. Monitoring and Verification Frameworks
    Establishing robust systems to track energy savings, project performance, and compliance with sustainability benchmarks post-retrofit.
David MacLean
4:30 PM - 5:00 PM

Data sharing is the foundation of continuous improvement in retrofitting and is the engine that drives future building performance and regulatory evolution. Everyone benefits. 

•    Understand why precise measurement and reporting are essential for tracking the success of retrofitting projects and influencing compliance improvements
•    Learn best practices for collecting and managing data related to energy usage, emissions reductions, and financial performance to benefit your projects
•    Using accurate, transparent data to verify outcomes through independent audits and third-party evaluations that will inform future projects
•    Discover how digital tools and technologies, such as smart meters and energy monitoring systems, can improve data collection and reporting efforts
 

 
5:00 PM - 6:30 PM
 
 

DAY 2 - APRIL 24

ALL RETROFITS ARE LOCAL: COMMUNITY, TOWN, CITY, REGION

Thursday, April 24, 2025
8:00 AM - 10:30 AM
 
 
9:00 AM - 9:05 AM
 
 
9:00 AM - 9:30 AM

The Texas State Capital Complex Retrofit Project is a benchmark for successful urban redevelopment achieved through local partnerships and community coordination. In this session, delegates will gain insights into the multifaceted approach taken to update and modernize historic buildings, how local agencies, city planners, and community organizations collaborated to overcome unique challenges, from logistical hurdles to sustainability goals, while ensuring that the retrofits met current environmental standards and the needs of their end-users.
 

Farshad Shahsavary
9:30 AM - 10:10 AM

•    Building a local talent pipeline - working with local schools and training providers, regional educational institutions and colleges, and accredited technical training centers to sustain a pipeline of skilled workers in the retrofitting sector
•    Upskilling existing workers and providing reskilling opportunities to meet the technical principles of net-zero retrofit projects
•    Workforce sustainability via long-term employment models, including apprenticeships, that create attractive career pathways for local workers
•    Workforce diversity and inclusivity strategies that ensure equitable access to training and employment opportunities and labour stability
 

 
10:10 AM - 10:25 AM

•    Risk assessment strategies - identifying and assessing potential risks, including environmental hazards and building resilience, to develop comprehensive mitigation plans
•    Stakeholder collaboration – aligning with insurers, contractors, and regulatory bodies early in the process to streamline expectations, reduce risks, and ensure that all contingencies are accounted for in project planning and execution
•    Avoiding long-term liabilities - strategies for reducing long-term liabilities
•    Insurance cost projections - how retrofit projects can positively impact insurance rates, including upgraded material choices and exceeding building codes and safety features
 

 
10:25 AM - 10:40 AM
 
 
10:40 AM - 11:10 AM
 
 
11:10 AM - 11:50 AM

Property managers who worked onsite before, during and after retrofitting projects share their hands-on experiences and real-time problem-solving strategies for successful project execution.

•    On-site coordination - common challenges faced during retrofitting projects, from tenant concerns and coordination to minimizing disruptions and unforeseen construction issues
•    Partnering with contractors - insights into effective communication and collaboration with contractors that ensure and can accelerate the timeliness of project completion
•    On-the-spot problem-solving – benefitting from practical know-how to handle on-site problems and keep projects on track from on-site expertise
•    Practical functionality: how to integrate property managers’ long-term onsite experience into planning and construction to ensure, even elevate, building performance post-project completion
•    Adding advice from local emergency services in the planning process
 

 
11:50 AM - 12:20 PM
 
 
12:20 PM - 1:20 PM
 
 

BUILDING SCIENCES – DESIGN, PROJECT DELIVERY, PRODUCT INNOVATIONS

Thursday, April 24, 2025
1:20 PM - 1:50 PM

Climate change, natural disasters, and the growing challenges associated with urbanization and population density are unprecedented threats that structures must endure. Discover from these complementary perspectives how collaborative approaches can address the ever-increasing need for sustainable buildings capable of withstanding unforeseen stressors. 

•    Understanding resilience as a critical concept in modern architecture, engineering, and design
•    Collaborative approaches to creating structures that can withstand natural disasters and climate challenges for retrofit projects
•    Integrating sustainability and resilience in design choices, materials, and construction methods within budget
•    Case studies showcasing successful resilient retrofit design projects from around the world
•    Future trends in resilient design, including adaptive technologies and innovative engineering solutions.
 

Marzieh Riahinezhad
1:50 PM - 2:10 PM
 
Javad Mohammadi
2:10 PM - 2:40 PM
 
 
2:40 PM - 3:40 PM

Participants can join the round table of their choice. Each roundtable leader will spend the first 15 minutes on a case study, lessons learned, or industry update. This will be followed by a 45-minute open discussion with all participants, moderated by the leader. The final 15 minutes will be used to identify 3-5 industry recommendations resulting from the group discussion. Key recommendations will be shared with the entire audience, and all roundtable recommendations will be included in the post-event report.

 
PROPOSED: SITES v2: Approaches and Impacts On Land Design and Development

  1. Sustainable Retrofit Strategies in Project Management
    Explore methods to integrate sustainability into project management processes for retrofitting existing infrastructure, ensuring eco-friendly outcomes and long-term viability.
  2. Optimizing Project Delivery for Retrofit Projects
    Discuss streamlined approaches to deliver retrofit projects effectively, including adaptive scheduling, resource allocation, and stakeholder collaboration tailored to existing structures.
  3. Innovations in Retrofit Materials and Their Impact
    Highlight emerging materials specifically designed for retrofitting, such as advanced composites, recycled materials, and energy-efficient technologies.
  4. Service Innovations
    Examine innovative services like digital twin simulations, IoT-enabled monitoring, and AI-driven project planning that enhance the retrofitting process.
  5. Risk Management in Retrofitting Through Advanced Project Management
    Address strategies for mitigating risks specific to retrofitting projects, including handling legacy systems, regulatory compliance, and unexpected structural challenges.
 
3:40 PM - 4:20 PM

Best practices and strategies for managing retrofitting projects across multi-property portfolios, whether residential, commercial or institutional, have much in common when focusing on efficiency, cost control, and stakeholder coordination; they also have unique challenges with valuable lessons for all retrofit projects, large or small.

•    Effective portfolio planning - creating a comprehensive plan that accounts for varied property needs that maximize energy efficiency and sustainability
•    Standardizing across multiple properties - optimizing standardized processes and technologies across a diverse portfolio to ensure consistency in project execution
•    Stakeholder coordination - Techniques for aligning property managers, tenants, contractors, and other stakeholders to streamline communication and decision-making.
•    Risk management and contingency planning: How to identify potential risks across large portfolios and develop contingency plans to address delays, cost overruns, and other challenges
 

 
4:20 PM - 4:30 PM