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The Proper Way to Promote Energy Savings in Home Improvement Presentations and Proposals

Northern California Contractors - Tuesday. April 12 at 10am PST

Southern California Contractors - Tuesday. April 12 at 1pm PST


PLEASE NOTE: This special web exchange will be focused primarily on California, however, the information being presented will be beneficial to non-California based contracting businesses as well. Contractors located outside of California are invited to register for one of the available presentation times. Non California based contracting businesses and contractors are encouraged to join us as we discuss risk management options.

Learn what California is doing to enforce contractor compliance with state and federal consumer protection regulations. Go to any home show, open a newspaper, or tune into late-night TV, and you'll hear home improvement sales people claim: "Install my product and cut your energy bills in half!" When selling energy-efficient products, it is natural for sales people from home improvement businesses to want to offer the consumer estimates on the amount of energy savings they will experience. Unfortunately, providing unsubstantiated energy saving estimates can get home improvement businesses into legal trouble. Attorneys General in many states have been investigating contractors for overstating energy savings during the sales process and selling solutions that don't qualify for the promised utility or government sponsored incentives.

Discover more about these and other member benefits and program information available to you exclusively as an Efficiency First and/or EGIA member contractor, including:

BONUS! All contractors who register for this webinar will receive a tip sheet with California state as well as national guidelines for home improvement sales presentations, including information on how to participate in Energy Upgrade California programs and where to learn about similar programs nationwide.

Who should attend? This web-based session is designed to be attended by owners, senior management, sales and marketing staff, office managers, and other key employees with companies focused on Home Performance and other residential and small commercial remodeling, replacement and contracting services.

No need to travel! Learn at your computer! As easy as a conference call! Your EGIA Leadership Academy Web Exchange registration includes one phone line (or Voice-Over-Internet) connection plus a web link to the presentations. You are welcome to use the phone connection on a speaker phone and project the Web Exchange in a conference room so an unlimited number of your associates may participate. After the event, you will receive a link to the archived Web Exchange with unlimited access to presentation slides with an audio recording of the presenters and question-and-answer discussion.

Can't participate on this date/time? No problem, register anyway, participate live with those from your organization who can make it, and you will receive a video/audio recording link afterward to view and share with others in your organization.

If you are interested in accessing a recording of this Web Exchange please contact:

EGIA Registration Support
1 (866) 367-3442 ext. 385
registrations@egia.org

PRESENTERS for the Northern California Session (10 am PST)

Laura J. Zuckerman, Deputy Attorney General, California Department of Justice
Dennis L. Beck, Jr., Senior Staff Counsel, California Energy Commission and
Rick Lopes, Chief of Public Affairs for California's Contractors State License Board

California Department of Justice

Laura has been with the Department of Justice's Environment Section since 2006. Prior to that, she spent four years as a member of the Attorney General's Energy Task Force, engaging in large-scale investigation of, and complex civil litigation involving, the California energy industry. In that capacity, acting as lead counsel, Ms. Zuckerman won a $73 million award in a complex arbitration filed to enforce a multi-billion-dollar state energy contract. Prior to joining the Attorney General's Office, Ms. Zuckerman practiced complex civil litigation at McCutchen, Doyle, Brown & Enersen, where she began her litigation career after clerking with the Honorable William H. Orrick, Jr., United States District Court, San Francisco.

California Energy Commission

Dennis' practice focuses primarily in the areas of appliance and building efficiency, including issues of compliance and enforcement of state efficiency regulations. In this capacity, Dennis regularly interacts with federal and state agencies, NGO's, and industry trade associations. Dennis graduated with a B.A. from the University of California, San Diego and a J.D. from the University of San Diego School of Law.


California's Contractors State License Board

Rick Lopes is Chief of Public Affairs for California's Contractors State License Board (CSLB). Since joining CSLB in 2004, he oversees outreach, communications and media efforts for the Board. Previously he served as Chief of Staff for the Department of Consumer Affairs' Communications and Education Division. He also worked as a newscast producer or Executive Producer at television stations in Salinas, San Diego, Sacramento, San Francisco and Jacksonville, Florida. Mr. Lopes studied Journalism and Political Science at California Polytechnic State University in San Luis Obispo.

Christine Collopy, Energy Upgrade California Program Coordinator California Energy Commission

California Energy Commission

Christine works with stakeholders including American Reinvestment and Recovery Act program recipients, local governments, investor- and publicly- owned utilities, contractors and non-profit organizations. Christine graduated with a B.S. from the California State University, Sacramento.

 

Joanne Panchana, Program Manager, Mass Market Energy Solutions & Services, Pacific Gas and Electric Company

PG&E

Joanne Panchana, Program Manager, Mass Market Energy Solutions & Services, Pacific Gas and Electric CompanyJoanne's primary focus is on contractor based home improvement programs including the Whole House Program and the HVAC Quality Installation and Maintenance program. In her time with PG&E, Joanne has worked on many programs and initiatives focused on educating contractors and customers about energy efficiency, demand response, and self-generation. Joanne graduated with a degree in Environmental Studies from California State University, Chico and is currently working on her MBA in Sustainable Business at San Francisco State University.

Duane Knickerbocker, Vice President, Brower Mechanical

Brower Mechanical

Duane Knickerbocker, Vice President, Brower MechanicalDuane is certified as an expert by the two largest manufacturers and oversees the installation of Solar Electric systems and Geothermal systems in both California and Nevada. He is also director of the Brower Home Performance Department. Duane has personally conducted over 700 Home Energy Assessments and is certified and trained by SMUD and PG&E to conduct these assessments. Duane is a licensed contractor and attended college in the Sacramento Valley.

Bruce Matulich, CEO and Executive Director, Electric & Gas Industries Associations

EGIA

Bruce Matulich, CEO and Executive Director, Electric & Gas Industries AssociationsBruce joined EGIA in 2003 and is responsible for the Association's overall organizational management and strategic positioning. Prior to joining EGIA, Bruce was Chief Operating Officer for Energy Innovation Group, Executive Vice President at MainStreet Networks, and Marketing Director at CellNet Data Systems. Prior to joining CellNet, Bruce spent 18 years at PG&E, leading the Company's energy efficiency and demand response activities as Director of Energy Efficiency Services. Bruce is a graduate of San Jose State University with degrees in Business Administration/ Marketing and Industrial Technology.

Moderator: Ed Thomas


PRESENTERS for the Southern California Session (1 pm PST)

Laura J. Zuckerman, Deputy Attorney General, California Department of Justice
Dennis L. Beck, Jr., Senior Staff Counsel, California Energy Commission and
Rick Lopes, Chief of Public Affairs for California's Contractors State License Board

California Department of Justice

Laura has been with the Department of Justice's Environment Section since 2006. Prior to that, she spent four years as a member of the Attorney General's Energy Task Force, engaging in large-scale investigation of, and complex civil litigation involving, the California energy industry. In that capacity, acting as lead counsel, Ms. Zuckerman won a $73 million award in a complex arbitration filed to enforce a multi-billion-dollar state energy contract. Prior to joining the Attorney General's Office, Ms. Zuckerman practiced complex civil litigation at McCutchen, Doyle, Brown & Enersen, where she began her litigation career after clerking with the Honorable William H. Orrick, Jr., United States District Court, San Francisco.

California Energy Commission

Dennis' practice focuses primarily in the areas of appliance and building efficiency, including issues of compliance and enforcement of state efficiency regulations. In this capacity, Dennis regularly interacts with federal and state agencies, NGO's, and industry trade associations. Dennis graduated with a B.A. from the University of California, San Diego and a J.D. from the University of San Diego School of Law.


California's Contractors State License Board

Rick Lopes is Chief of Public Affairs for California's Contractors State License Board (CSLB). Since joining CSLB in 2004, he oversees outreach, communications and media efforts for the Board. Previously he served as Chief of Staff for the Department of Consumer Affairs' Communications and Education Division. He also worked as a newscast producer or Executive Producer at television stations in Salinas, San Diego, Sacramento, San Francisco and Jacksonville, Florida. Mr. Lopes studied Journalism and Political Science at California Polytechnic State University in San Luis Obispo.

Christine Collopy, Energy Upgrade California Program Coordinator California Energy Commission

California Energy Commission

Christine works with stakeholders including American Reinvestment and Recovery Act program recipients, local governments, investor- and publicly- owned utilities, contractors and non-profit organizations. Christine graduated with a B.S. from the California State University, Sacramento.

 

Richard Genece, Residential Portfolio Manager of Energy Efficiency Programs, Southern California Edison

SCE

Richard Genece, Residential Portfolio Manager of Energy Efficiency Programs, Southern California EdisonRichard's Portfolio consists of over $300M in incentives and rebates for energy efficiency programs to SCE's nearly 14 million people in 15 counties of Central, Coastal and Southern California. SCE's Residential Portfolio contains one of the largest Lighting programs in the country, with 960 retailers and 4,086 participating retailer locations. In addition, rebate programs, which include all manner of energy efficient appliances and devices in the home, like pool pumps, evaporative coolers, room air conditioners and refrigerators. Richard's group also manages education and outreach programs, including a suite of four education programs and the Mobile Energy Unit, a converted recreational vehicle that travels SCE's 50k square mile territory, educating all customers on SCE's vast array of programs and services. Before SCE, Richard worked in several positions of increasing responsibility for General Electric, General Mills, Procter & Gamble and Ameritech

Greg Gill, President & CEO, Action Air Conditoning Heating & Solar

Action Air

Steve Gill, Installation Manager, Action AirGreg Gill is founder and president of Action Air, a San Diego county leader in the residential HVAC marketin. Action Air is a NATE quality circle contractor, an active member of ACCA, IHACHI, RSES, two time winner of the BBB Torch Award for marketin place ethics and the recipient of Angies List super service award for the last 4 years in a row. Their business model promotes providing their customers with optimum comfort and energy savings through the utilization of whole house performance measures, Energy Star HVAC products and renewable PV (Photovoltaic) alternatives. Greg is a graduate of Syracuse University and his company is a BPI accredited contractor.

Bruce Matulich, CEO and Executive Director, Electric & Gas Industries Associations

EGIA

Dan Thomsen, President & Founder, The Building DoctorsBruce joined EGIA in 2003 and is responsible for the Association's overall organizational management and strategic positioning. Prior to joining EGIA, Bruce was Chief Operating Officer for Energy Innovation Group, Executive Vice President at MainStreet Networks, and Marketing Director at CellNet Data Systems. Prior to joining CellNet, Bruce spent 18 years at PG&E, leading the Company's energy efficiency and demand response activities as Director of Energy Efficiency Services. Bruce is a graduate of San Jose State University with degrees in Business Administration/ Marketing and Industrial Technology.

Moderator: Ed Thomas


Registration Fees:

Registration includes unlimited access for anyone in your organization to presentation slides with an audio/video recording of the presenters and question-and-answer discussion. Full contact information for all presenters is provided so you may contact them directly to ask your own questions.

If you are interested in accessing a recording of this Web Exchange please contact:

EGIA Registration Support
1 (866) 367-3442 ext. 385
registrations@egia.org


This Leadership Academy Web Exchange is hosted by:

The Electric & Gas Industries Association (EGIA) is a non-profit organization that serves over 3,000 installation contractors, regional distributors, product manufacturers and other trade allies delivering energy efficiency and renewable energy solutions to millions of homes and businesses. EGIA also delivers services on behalf of electric, gas, water utilities and municipalities, including financing, rebate program administration and rebate processing; contractor network management, training and certification; and sales channel development and support. EGIA has facilitated the financing of over 80,000 residential and business projects valued in excess of $1 billion, and has administered over $450 million in rebate payments. www.egia.org

Promotional consideration provided by:

GE Money's Sales Finance unit is a part of General Electric Company's GE Capital division, (NYSE: GE). For more than 20 years, GE Money has served the home improvement industry with financing to consumers through national and regional dealers, retailers, associations, contractors, manufacturers, and service providers. GE brings a solid reputation for financial strength and provides experience and expertise to help our clients prosper. Plus, GE is among the most valued brand names in the world and a perennial member of the Fortune 500 top 20. www.gemoney.com

Affordable Comfort, Inc. (ACI) convenes thought leaders in home energy efficiency to provide cutting-edge events focused on home performance, green building, and "house-as-a-system" training for building trades, housing groups, and program professionals. ACI's vision is that every family has a home that is energy efficient, durable, comfortable, affordable, healthy, and safe. www.affordablecomfort.org

The Building Performance Institute, Inc. (BPI) is a recognized global leader, supporting the development of a highly professional building performance industry through individual and organizational credentialing and a rigorous quality assurance program. BPI works with building performance industry stakeholders to ensure that the professional bar for excellence in building performance contracting is established and maintained by creating and regularly updating technical requirements through an open, transparent, consensus-based development process. www.bpi.org

Efficiency First is organized so that the Home Performance Workforce can be represented in both National and State level policy conversations. Efficiency First is dedicated to retrofitting of America's homes, building the industry infrastructure to create jobs, and reducing energy consumption, carbon emissions, and our dependence on foreign oil. Efficiency First represents America's Home Performance Workforce, ranging from energy auditors and raters to contractors who are the front line of our climate battle, embodied in green-collar jobs from weatherization to HVAC. www.efficiencyfirst.org

Home Energy Magazine. Home Energy magazine's mission is to disseminate objective and practical information on residential energy efficiency, performance, comfort, and affordability. It is the only magazine that thoroughly covers residential comfort issues from the only approach that really works, systems engineering. www.homeenergy.org


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