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2024 June Members Meeting

2024 June Members Meeting

6/17/2024 - 6/18/2024

Description

June Members Meeting

June 17-18, 2024

Chicago Athletic Association - 12 S Michigan Avenue Chicago, Illinois, 60603


Join us in Chicago, IL for the June Members Meeting! Highlights will include networking events, an Affiliate Advisory Committee meeting, the Board of Directors Meeting, and a combined Members Meeting with guest speakers!


Sponsorship Opportunities

Sponsorship information will be coming soon! Email Michelle Yoon if interested.


Hotel Information:

The hotel is offering a special room rate of $299 (plus $26 destination fee) for our event. This includes a fitness center and complimentary internet access. To reserve your room, go to our event attendee website by May 20, 2024.

Agenda - Monday, June 17

EaaS Working Group Meeting

1:30 - 3:00 PM

White City Ballroom


Affiliate Meeting 

(Affiliate Members Only)

3:00 - 4:30 PM

Madison Ballroom


Break

4:30 - 5:30 PM


Evening Activity: Game Room, Chicago Athletic Association - Sponsorship Available!


5:30 - 8:00 PM

2nd Floor, Lobby Level


Agenda - Tuesday, June 18

NAESCO Women's Networking Committee Breakfast - Sponsorship Available!

7:30 - 8:30 AM

White City Ballroom


Peter Welch

8:30 - 9:00 AM

Stagg Court


Open Board Meeting 

(All NAESCO Members Welcome)

9:00 - 11:00 AM

Stagg Court


Break - Sponsorship Available!

11:00 - 11:30 AM

The Money Landscape

11:30 - 12:30 PM

Stagg Court

Presenters

Charlie Zitnik, Managing Director, Public Finance Banker, D.A. Davidson & Co

Zitnik has been licensed in the securities industry since 1982.  He has been with D.A. Davidson & Co. since 2006 when the fixed income group of his predecessor firm, Kirkpatrick Pettis, was acquired by D.A. Davidson & Co.  Zitnik carries an undergraduate degree from the University of Kansas and a Master of Business Administration from Rockhurst University, with additional coursework at Columbia University, New York.

Zitnik is focused on energy savings performance contract financing and essential purpose infrastructure financing on a national basis. He carries extensive experience structuring financing with revenue streams including property tax, sales tax, development fees, property/sales tax increment, public improvement fees, energy consumption savings, and various combinations of these revenue streams.  His expertise is often called upon early in the life cycle of projects to assist clients in long-range public finance planning.


David Nemtzow, DOE Loan Programs Office


Hans Riemer, DOE Loan Programs Office

Luncheon - Sponsorship Available!

12:30 - 1:30 PM

White City Ballroom


Federal Incentives

1:30 - 3:00 PM

Stagg Court

Presenters


Daniel Webber, Public Affairs Specialist, Internal Revenue Service (IRS)

Daniel Webber is a Public Affairs Specialist with the Tax Outreach, Partnership and Education Branch of the Internal Revenue Service. He has served as a public servant with the Department of Treasury for 9 years. Prior to joining the Tax Outreach, Partnership and Education Branch, he worked in the Wage and Investment Branch.


David Diaz, Managing Partner, Walker Reid Strategies Inc. 

David Diaz is the Managing Partner for Walker Reid Strategies, a prominent firm specializing in Energy Efficiency and Specialty Tax Services. With over 20 years of experience in the construction and real estate industry, David established himself as a seasoned expert in enhancing energy efficiency in commercial buildings. 

David assumes a pivotal role with Walker Reid Strategies in overseeing the day-to-day operations of the Energy Tax Incentive Practice. His responsibilities encompass guiding clients through the intricacies of energy tax incentives, including the 179D Tax Deduction and 45L Residential Tax Credit. By helping CPAs, architects, engineers, ESCO's and building owners navigate the energy implications and tax consequences of these incentives, David empowers them to maximize their energy efficiency efforts while optimizing their financial benefits. 

Recognized for his depth of knowledge and ability to communicate complex concepts, David frequently delivers captivating lectures on energy tax incentives. His presentations focus on educating and empowering professionals in the industry, providing valuable insights into the intricacies of the 179D Tax Deduction and 45L Residential Tax Credit. Through these engagements, David helps professionals leverage the available incentives to drive positive change, foster sustainable development, and enhance energy efficiency across the board. 


Nick Silbergeld, HASI


Break - Sponsorship Available!

3:00 - 3:30 PM


Closed Board Meeting

3:30 - 5:00 PM

Madison Ballroom

Happy Hour - Sponsorship Available!

5:00 - 6:30 PM

Three Dots and a Dash


Members Meeting Lanyards Sponsored by D.A. Davidson



Chicago Athletic Association
12 S. Michigan Ave
Chicago, IL 60603 United States

Hotel Information:

The hotel is offering a special room rate of $299 (plus $26 destination fee) for our event. This includes a fitness center and complimentary internet access. To reserve your room, go to our event attendee website by May 20, 2024.

Event Contact
Michelle Yoon
(202) 822-0952
Send Email
6/17/2024 - 6/18/2024
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