Agenda

5:00pm - 7:30pm      Registration Desk Check-In

6:00pm - 7:30pm      Welcome Reception

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8:00 - 9:00 a.m. Registration & Check In

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8:00 - 9:00 a.m. Networking Breakfast

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9:00 - 9:10 a.m. Opening Remarks

• Jack Velasquez, Director of Environmental Markets, Marex Spectron

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9:10 - 9:40 a.m. Opening Keynote Address: Third Rails and the Green Agenda

Many of the challenging issues facing power systems today stem from policy-driven changes under the Green Agenda umbrella. The policy foundations underlying these initiatives range from murky to misguided, with implications that will reverberate far into the future. Despite repeated delays while climate problems intensify, governments continue making aspirational promises they cannot and will not keep. Current approaches focus on the wrong solutions while increasing mitigation costs, creating a dangerous gap between rhetoric and reality that threatens to trigger a policy backlash against the assumed universal participation essential for effective climate action.

Serious climate policy requires carbon pricing that incorporates the true Social Cost of Carbon, coupled with strategic innovation support focused on Research, Development, and Demonstration phases rather than premature deployment of immature technologies. Since adaptation to climate impacts is now unavoidable, we must also develop comprehensive research programs and policy frameworks for geoengineering technologies—not as preferred solutions, but as necessary contingencies should they be needed. This keynote examines these uncomfortable truths about green energy policy and offers a framework for more effective, politically sustainable approaches to climate action in the power sector.

• William W. Hogan, Raymond Plank Professor of Global Energy Policy (Emeritus), John F. Kennedy School of Government, Harvard University

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9:40 - 10:20 a.m. Panel Discussion: Legislative Update - PJM and Market Impacts for Compliance RECs

Navigate the evolving regulatory landscape affecting compliance renewable energy certificates RECs in the PJM region. This expert panel examines recent legislative and regulatory developments and their cascading effects on REC markets, pricing dynamics, and compliance strategies. Our panelists will decode complex policy changes and provide actionable insights for energy managers, compliance officers, and procurement professionals operating in PJM territories. Gain clarity on how these shifts impact your organization's renewable energy strategy and compliance obligations.

Key Discussion Points:

• Recent legislative changes affecting PJM compliance REC markets and pricing mechanisms
• State-level policy impacts on multi-state compliance strategies and procurement decisions
• Market volatility drivers and risk management approaches for compliance portfolios
• Future regulatory trends and their potential implications for long-term contracting strategies

Speakers:

• Andrew Kinross, Director, Power Advisory
• Shane Mulqueen, Mid-Marketing & Environmental Commodities Manager, REV Renewables‍
• Gates Sanford, Head of Trading, 3Degrees

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10:20 -10:50 a.m. Networking Break: Sponsored by Tradition Energy

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10:50 - 11:30 a.m. Panel Discussion: Federal Legislative Update

• Jonathan Schrag, Deputy Chief of Climate and Director of Investment for Decarbonization and Resilience, Office of Governor Maura T. Healey Commonwealth of Massachusetts · Full-timeOffice of Governor Maura T. Healey Commonwealth of Massachusetts

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(5 min break)

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11:35 a.m. - 12:15 p.m. Panel Discussion: Corporate Clean Energy Checkmate - How Policy, Procurement, and Premium RECs Are Reshaping the Clean Energy Marketplace

The renewable energy industry is experiencing a seismic shift as federal and program policy meets corporate ambition head-on:

• Pivoting from the Biden's Inflation Reduction Act to Trump's "Big Beautiful Bill" has slammed the brakes on the IRA's clean energy incentives, and now a wave of executive orders threatens to go even further to create hurdles and foster uncertainty for new projects.
• On top of this federal policy uncertainty, both the SBTi and GHG Protocol are in the middle of program reviews that may alter or eliminate how RECs are reflected in corporate GHG reporting

In the face of this radically altered  corporate buyers are navigating these headwinds a dramatically transformed market for voluntary renewable energy certificates (RECs). This powerhouse panel brings together industry leaders to decode how major policy developments are colliding with evolving corporate sustainability demands. As companies evaluate 24/7 carbon-free energy goals and investors scrutinize additionality, the old playbook for REC procurement is being rewritten in real-time.

What we'll discuss:

• Policy Power Play: How the new policy and program landscape is reshaping market dynamics and corporate strategies
• Quality Over Quantity: The surge in demand for premium RECs with strict additionality, temporal matching, and locational requirements
• 24/7 Reality Check: Why hourly carbon-free energy goals are disrupting traditional REC purchasing models
• Market Shock Waves: Supply constraints, pricing volatility, and the new competitive landscape for high-quality renewable energy certificates

Speakers:

• Moderator: Russell Dyk, ACT USA, Head of Sales

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12:15 - 1:15 p.m. Networking Lunch: Sponsored by IncubEx & Nodal Exchange

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1:15 - 1:50 p.m. Panel Discussion: Coast to Coast 1 - Clean Credits, Dirty Politics: Federal vs. RGGI Markets on the East Coast

The East Coast's trailblazing cap-and-trade program faces its biggest test yet. As federal policy shifts threaten to reshape the carbon pricing landscape, industry veterans will dissect RGGI's resilience and reveal what's next for America's most established carbon market.

Get the inside track on market volatility, regulatory curveballs, and the high-stakes dance between state ambition and federal reality. Essential intelligence for anyone trading, complying, or competing in the Northeast's multi-billion-dollar carbon economy.

What's at stake and what we'll discuss:

• Market Pulse: Live analysis of RGGI price swings and federal policy shockwaves
• Regulatory Warfare: How new rules are reshaping East Coast trading strategies overnight
• Federal vs. State Showdown: When Washington and state capitals collide on climate policy
• Survival Tactics: Banking and compliance playbooks for multi-jurisdiction operators
• Crystal Ball: Will RGGI expand, federal programs emerge, or both implode?

Speakers:

• Justin Johnson, Partner, MMR, LLC
• Dan McGraw, Head of Regulatory Analysis, Mercuria Energy

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1:50 - 2:25 p.m. Panel Discussion: Coast to Coast 2 - California Dreams vs. Federal Reality: The West Coast Carbon Empire Strikes Back

California's cap-and-trade juggernaut isn't just setting Western carbon prices—it's rewriting the playbook for national climate policy. As federal initiatives clash with the Golden State's carbon empire, industry insiders will decode the power struggle reshaping America's carbon future.

From Silicon Valley boardrooms to Washington war rooms, discover how California's multi-billion-dollar carbon market is forcing federal policymakers to play catch-up—or fight back. Critical intelligence for anyone betting big on Western carbon markets.

Battle lines drawn for discussion:

• Market Mayhem: California carbon prices vs. federal policy chaos—who blinks first?
• Regulatory Rumble: How Sacramento's rule changes are blindsiding West Coast traders
• Empire vs. Empire: When California's carbon kingdom collides with federal ambitions
• Strategic Survival: Multi-jurisdiction playbooks for the compliance battlefield
• The Endgame: Will California link up, feds catch up, or both blow up?

Speakers:

• Jennifer McIsaac, Chief Market Intelligence Officer, ClearBlue Markets
• Clayton Munnings, Chairman of the Board, Elevate Climate
• Chris Teryazos, President/PM, Aetos Capital

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(5 min break)

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2:30 - 3:00 p.m. Panel Discussion: Fueling New Routes: Navigating RTC, RNG, and the Renewable Fuels Landscape

Speakers:

• Sam Lehr, Executive Vice President of Policy, Molecule Group

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3:00 - 3:15 p.m. Networking Break: Sponsored by Tradition Energy

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3:15 - 3:55 p.m. Panel Discussion: Eastern RECs - Market Dynamics and Regulatory Shifts Shaping the Atlantic Seaboard

This panel will examine the evolving Renewable Energy Certificate (REC) markets across the Eastern United States, analyzing how state renewable portfolio standards and regulatory changes are shaping the Atlantic Seaboard's clean energy landscape. Industry experts will discuss current market dynamics, pricing trends, and regulatory developments driving opportunities for renewable energy developers, utilities, and traders.

Key discussion points include:

• Current market dynamics and pricing trends across major Eastern REC markets
• State renewable portfolio standard updates and demand impacts
• Cross-border trading opportunities and interstate market interactions
• Regulatory compliance strategies for utilities and market participants
• Future market outlook and potential for regional integration

Speakers:

• Bob Grace, President, Sustainable Energy Advantage
• Patrick Luckow, Director - Gas, Power & Climate Solutions, S&P Global

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3:55 - 4:30 p.m. Panel Discussion: Powering the Digital Route - Data Centers and Renewable Generator Partnerships

Exploring the critical relationship between the rapidly expanding data center industry and clean energy generators as digital infrastructure demands soar and sustainability commitments intensify, industry experts will examine innovative partnership models, procurement strategies, and technical solutions that are reshaping how data centers secure clean energy at scale. The discussion will address both the opportunities and challenges in meeting the massive energy requirements of AI, cloud computing, and digital services while achieving ambitious carbon reduction goals.

Key discussion points include:

• Power purchase agreement structures and innovative contracting models for data center loads
• Grid integration challenges and solutions for large-scale clean energy partnerships
• Geographic considerations, regulatory challenges, and site selection strategies for co-located clean projects
• Technology trends driving data center energy efficiency and clean energy adoption
• Regulatory and policy frameworks supporting data center decarbonization initiatives

Speakers:

• Brian Megali, Director Clean Energy Policy, Constellation

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4:30 - 5:00 p.m. Panel Discussion: Fueling the Future - A Discussion on Renewable Fuel Markets Across North America

This panel will examine the Low Carbon Fuel Standard (LCFS) and Clean Fuels Regulation (CFR) markets, analyzing how these transportation decarbonization policies are driving innovation and investment in clean fuels across North America. Industry experts will discuss current credit pricing, compliance strategies, and the evolving regulatory landscape shaping opportunities for fuel producers, blenders, and traders.

Key discussion points include:

• Current market dynamics and credit pricing trends in LCFS and CFR programs
• Regulatory updates and policy developments impacting compliance costs
• Fuel pathway certification and carbon intensity scoring strategies
• Cross-program trading opportunities and market arbitrage
• Future market outlook and potential program expansion or linkage

Speakers:

• Michael Ball, Air Daily Editor, Argus Media

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5:00 p.m. Closing Remarks

• Jack Velasquez, Director of Environmental Markets, Marex Spectron

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5:30pm - 7:30 p.m. Reception: Sponsored by Constellation

Unwind and connect with fellow attendees at this vibrant evening reception. This reception sponsored by Constellation will feature delicious bites and refreshments. Come ready to network and enjoy a relaxed atmosphere as we celebrate another successful day of the conference!

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8:00am - 9:00 a.m. Networking Breakfast

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9:00 a.m. Welcome Back‍

• Jack Velasquez, Director of Environmental Markets, Marex Spectron

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9:00 - 10:00 a.m. EcoCharge Hour: Tapping Deep Currents - Geothermal's Emerging Market Pathways

• 9:00 - 9:15 a.m. Talk 1: Eric Bosworth, Principal Consultant, Thermal Energy Insights
• 9:15 - 9:30 a.m. Talk 2
• 9:30 - 9:45 a.m. Talk 3
• 9:45 - 10:00 a.m. Q&A

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10:00 - 10:15 a.m. Networking Break: Sponsored by Tradition Energy

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10:15am - 11:00 a.m. Panel Discussion: Storing Value - Unlocking Verra-fied Carbon Abatement
Verra’s groundbreaking framework for battery storage carbon credits will create new opportunities for energy storage developers, utilities, and carbon market participants to monetize grid services that enable renewable integration. Industry experts will discuss how battery storage can maximize its carbon abatement potential while providing reliability to the grid, and be awarded tradable and verified carbon credits for doing so. The conversation will address implementation strategies, measurement and verification requirements, and the commercial opportunities this new framework creates for storage project economics.

Key Topics include:

• Overview of Verra's battery storage methodology and timeline updates on GHG protocol and implications for Verra

• Carbon Arbitrage: strategic implications for compensating energy storage for carbon abatement
• Market opportunities and pricing considerations: corporate offtakes and how locational marginal emissions accounting helps consumers maximize the impact of clean energy procurements

Speakers:

• Jacob Mansfield, CEO & Co-Founder, Tierra Climate
• Adam Reeve, SVP, Customer Experience, REsurety, Inc.

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11:00 a.m. - 12:00 p.m. Panel Discussion: Tax Attribute Financing - Navigating the Credit Marketplace

This panel will examine the evolving landscape of tax credit financing and monetization strategies in the renewable energy and clean technology sectors. Industry experts will discuss how developers, investors, and financial institutions are navigating the complexities of tax equity markets, transferable credits, and emerging financing structures under current federal incentives. The discussion will address key challenges in deal structuring, risk allocation, and market liquidity while exploring opportunities for optimizing project economics through strategic tax attribute management.

Key discussion points include:

• Current market dynamics and pricing trends for production tax credits (PTCs), investment tax credits (ITCs), and transferable credits
• Innovative financing structures and deal terms emerging in the tax equity marketplace
• Risk management strategies for developers and investors in credit monetization transactions
• Regulatory updates and compliance considerations affecting tax attribute valuation and transfers

Speakers:

• Dan Kalafatas, Chairman, 3Degrees
• Yaniv Lewis, Business Development, Giraffe Financial

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12:00 p.m. Conference Adjourns

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