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2013 Deloitte Alternative Energy Seminar – Retrospective and Presentations

Innovation: Changing the future of Alternative Energy


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The 2013 Deloitte Alternative Energy Seminar Retrospective is now available for download above.

The 2013 Deloitte Alternative Energy Seminar, held September 18-20, 2013, in Phoenix, AZ focused on the unique business, tax, and accounting issues that affect companies operating or investing in the alternative energy sector. Seminar participants gained insights into the future alternative energy landscape and legislative outlook, and ways innovative thinking is making a difference in addressing the challenges and opportunities the sector faces. We looked at how business strategies are adapting as a result of broader energy industry impacts such as energy management, competing technologies and the changing fuel mix. Elective sessions allowed participants to delve into the unique business and technical issues faced by companies operating or investing in alternative energy.

Presentations available for review are linked to session titles in blue font.

Wednesday, September 18, 2013

2:00 p.m. – 3:15 p.m. Elective Session 1 (optional)

Introduction to Tax Equity Structures – Part I

  • Mark Hindes, Senior Manager, Deloitte Tax LLP
  • Tom Stevens, Partner, Deloitte Tax LLP

Accounting for Partnership Flip Structures – Introduction

  • Erin Meyer, Senior Manager, Deloitte & Touche LLP
  • Krista McClintock Smith, Director, Deloitte & Touche LLP

3:30 p.m. – 4:20 p.m. Elective Session 2 (optional)

Introduction to Tax Equity Structures – Part II

  • Mark Hindes, Senior Manager, Deloitte Tax LLP
  • Tom Stevens, Partner, Deloitte Tax LLP

Impact of Alternative Energy Projects and Investments on Regulatory Accounting

  • Erin Abreu, Senior Manager, Deloitte & Touche LLP
  • Bill Graf, Partner, Deloitte & Touche LLP

4:30 p.m. – 5:45 p.m. Elective Session 3 (optional)

Investment Tax Credits and Grants – Eligible Costs and Basis

  • Todd Samson, Senior Manager, Deloitte Tax LLP
  • Patty Tuite, Director, Deloitte Financial Advisory Services LLP

Beginning of Construction Rules for PTC (and ITC in Lieu of PTC)

  • Gary Hecimovich, Partner, Deloitte Tax LLP

Standard Setting Updates for Alternative Energy Companies

  • Christian Russell, Senior Manager, Deloitte & Touche LLP
  • Jason Weaver, Senior Manager, Deloitte & Touche LLP

Thursday, September 19, 2013

8:30 a.m. – 11:10 a.m.

Innovation in Alternative Energy – Making the Future Brighter

  • Marlene Motyka, U.S. Alternative Energy Leader, Principal, Deloitte Financial Advisory Services LLP
  • Dr. Joseph A. Stanislaw, Independent Senior Advisor, Energy & Sustainability, Deloitte LLP

Federal Energy Legislative Landscape

  • Moderator: The Honorable Branko Terzic, Executive Director, Deloitte Center for Energy Solutions, Deloitte Services LP
  • Michelle De Blasi, Attorney, Greenberg Traurig LLP
  • Jonathan Traub, Managing Principal, Tax Policy Group, Deloitte Tax LLP

Next Generation Technologies Impacting Alternative Energy

  • Moderator: Bill Rossello, Principal, Deloitte Consulting LLP
  • Roger D. Aines, Carbon Fuel Cycle Program Leader, Lawrence Livermore National Laboratory
  • Mary Ann Piette, Department Head, Building Technology and Urban Systems, Lawrence Berkeley National Laboratory
  • Matthew Ringer, Commercialization Program Manager, National Renewable Energy Laboratory

11:10 a.m. – 12:00 p.m. Elective Session 4

REITs, MLPs and Legislative Landscape

  • Moderator: Tom Stevens, Partner, Deloitte Tax LLP
  • Jessica Duran, Partner, Deloitte Tax LLP
  • Bill O'Shea, Director, Deloitte Tax LLP

Tangible Property Regulations

  • Rick Tiwald, Director, Deloitte Tax LLP
  • Dave Yankee, Partner, Deloitte Tax LLP

Observations in Financing Renewable Transactions

  • Moderator: Keith Adams, Partner, Deloitte Financial Advisory Services LLP
  • Tyler Fauerbach, Managing Director, Borinda Capital
  • Elias B. Hinckley, Partner, Sullivan & Worcester LLP
  • Lewis Reynolds, Managing Director, Entropy Investment Management, LLC

A Twist on Accounting for Investments in Alternative Energy

  • Dan Noel, Manager, Deloitte & Touche LLP
  • Krista McClintock Smith, Director, Deloitte & Touche LLP

12:00 p.m. – 1:30 p.m. Keynote Luncheon

1:45 p.m. – 3:00 p.m. Elective Session 5

Partnership Flip Structuring – Tax Perspectives

  • Bill O'Shea, Director, Deloitte Tax LLP
  • Tom Stevens, Partner, Deloitte Tax LLP

Accounting Hot Topics

  • Jeff Craft, Partner, Deloitte & Touche LLP
  • Elisabeth Indriani, Senior Manager, Deloitte & Touche LLP

Securitization Overview and Accounting/Tax Considerations

  • Joelle Berlat, Director, Deloitte Tax LLP
  • Lisa Hernandez, Senior Manager, Deloitte & Touche LLP
  • Sherif Sakr, Partner, Deloitte & Touche LLP
  • Greg Sobreiro, Director, Deloitte & Touche LLP

Beginning of Construction Rules for PTC (and ITC in Lieu of PTC)

  • Gary Hecimovich, Partner, Deloitte Tax LLP
  • Terry Kurtenbach, Partner, Deloitte Tax LLP

3:15 p.m. – 4:05 p.m. Elective Session 6

State Sales and Use Taxes and Incentives

  • Renise Cohen, Director, Deloitte Tax LLP
  • Bryan Hoesly, Senior Manager, Deloitte Tax LLP

Property Tax Considerations in Alternative Energy

  • Patty Tuite, Director, Deloitte Financial Advisory Services LLP
  • Dan Visich, Senior Manager, Deloitte Financial Advisory Services LLP

Distributed Grid – Understanding the Needs of Industry and Customers

  • Robert Casamento, Senior Manager, Deloitte Consulting LLP
  • Andrew Clinton, Specialist Leader, Deloitte Consulting LLP

Finance Executive Roundtable Discussion – Process Considerations

  • Moderator: Tom Keefe, Partner, Deloitte & Touche LLP
  • Brian Farrell, Vice President, Accounting, ACCIONA Energy North America
  • Jerry Levy, Vice President, Administration, Invenergy LLC
  • William R. Ford, Controller, Washington Gas

4:20 p.m. – 5:35 p.m. Elective Session 7

Partnership Flip and IRC Section 467 Loan Modeling Concepts

  • Mark Hindes, Senior Manager, Deloitte Tax LLP
  • Tom Stevens, Partner, Deloitte Tax LLP

Accounting for Power Purchase Agreements, Leases and Derivatives

  • Chris Doe, Manager, Deloitte & Touche LLP
  • Jason Weaver, Senior Manager, Deloitte & Touche LLP

Risk Management and Cost Containment Strategies

  • Terrance Delahunt, Senior Manager, Deloitte & Touche LLP
  • Dan Kinsella, Partner, Deloitte & Touche LLP

Friday, September 20, 2013

8:30 a.m. – 10:45 a.m.

Alternative Energy – Friend or Foe of States and Utilities?

  • Moderator: Gregory E. Aliff, Vice Chairman and Senior Partner, Energy & Resources, Deloitte LLP
  • Daniel Adler, Managing Director, California Clean Energy Fund and Co-Chair, ACORE Board of Directors
  • Kurt Haeger, Managing Director, Resource Planning, Xcel Energy

New Technologies and Innovations – Perspectives from Leading Companies

  • Moderator: Brian Goncher, Director, Deloitte Services LP
  • Dr. Lisa Dyson, CEO, Kiverdi, Inc.
  • Sheeraz Haji, CEO, Cleantech Group, Inc.
  • Craig Husa, CEO, 3TIER, Inc.
  • Sam H. Lee, Founder and CEO, Alta Energy, Inc.

10:45 a.m. – 12:00 p.m. Elective Session 8

Structuring Lease Investments – Tax Perspective

  • Gary Hecimovich, Partner, Deloitte Tax LLP
  • Mark Hindes, Senior Manager, Deloitte Tax LLP

Accounting for Business Combinations of Alternative Energy Projects and Investments

  • Dale Jekov, Director, Deloitte & Touche LLP
  • Erin Meyer, Senior Manager, Deloitte & Touche LLP

For more information please contact: AlternativeEnergy@deloitte.com.

Save these dates

May 13–14, 2014
Deloitte Energy Conference – Washington, DC
For more information or to obtain a synopsis of the 2013 Deloitte Energy Conference, please contact EnergyConference@deloitte.com.

September 29 – October 1, 2014
Deloitte Alternative Energy Seminar – Dallas, TX
For more information, please contact AlternativeEnergy@deloitte.com.

November 18, 2014
Deloitte Oil & Gas Conference – Houston, TX
For more information, please contact OilandGasConference@deloitte.com.

As used in this document, ‘Deloitte’ means Deloitte LLP (and its subsidiaries). Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

 

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