Track B: Commercial & Industrial Energy Use

B1: Smart Solutions for Smart Campuses (joint Session with Gov't track)

April 17, 10:30am - 12:00pm

The Research Triangle region of North Carolina is home to some of the most influential and impactful companies, universities, and municipalities. Paying homage to their long history of talent and innovation, each of these sectors has begun deploying a suite of solutions designed to create smarter, more connected hubs of innovation and activity, all the while improving efficiency and reducing energy consumption. Hear from the leaders of the region creating and deploying smart building, grid, lighting, water and parking solutions.

Moderator: Terry Yates, Smart Cities Chief Innovator, Town of Cary

Terry Yates serves as the Smart Cities Chief Innovator for Cary, North Carolina. He has more than 25 years of experience in voice, data and security systems within North Carolina Local Government. His staff are responsible for CaryÕs business, traffic, scada and public safety networks. This includes enterprise servers, storage and an extensive fiber optic and wireless network connecting Town facilities and traffic signals. He is directly responsibility for the TownÕs mobility program and license agreements with telecommunications and wireless providers, and is involved with the North Carolina Triangle RegionÕs Google and AT&T Gigabit Broadband projects. Terry has led various multi-million dollar projects and in now focused on Smart Cities initiatives for Cary. He has served on various appointed boards, task forces and committees and is a Certified NC Government Chief Information Officer.

Panelist: Jerry Williams , Environmental Sustainability Program Manager, SAS

As Director of Environmental Sustainability, Jerry Williams helps to minimize SAS’ operational footprint. He uses SAS analytic solutions to manage the company’s operational data, identify risks and opportunities, and report performance for resource consumption and environmental impact.

Jerry is a primary facilitator of smart campus and environmental initiatives at SAS and key contributor to ongoing resource efficiency programs. In the community, he is often asked to speak about his role as a citizen data scientist, the business viability of renewable energy, plug-in electric vehicle infrastructure, LEED certification and other corporate sustainability initiatives to a wide range of municipal, education and legislative audiences. He actively fosters collaboration and engagement across operations through the deployment of Visual Analytics reporting to front line subject matter experts.

Prior to joining SAS in 2001, Williams worked for 10 years as a Program Financial Manager with GTE Government Systems. He holds a BA from North Carolina State University in economics and business management.

Panelist: Bryan Lampley, Sales Engineer, Hoffman Building Technologies

Bryan T. Lampley works as a sales and controls systems engineer for Hoffman Building Technologies, an independent Controls company located in Raleigh, North Carolina. He received his Bachelors Degree in Electrical Engineering from the University of North Carolina Charlotte in 1994. He has worked his entire 18-year career in the field of controls as it relates to process, HVAC, and Mission Critical systems. His experience ranges from hands on field engineering to systems design to overseeing implementation of Direct Digital Controls systems throughout the Eastern Seaboard. Mr. Lampley was elected as a full member of ASHRAE in 2000. He served the local chapter in the capacity of Programs Chair, Membership Chair for two years, CT2 Chair, Secretary, Treasure, Vice President, and President. While President the chapter won the prestigious Rudy Ferguson Award. As CT2 chair, he won the CT2 Emmy Award as well as the Society Dan Mills Technical Award. During this time, he represented the local chapter at the Regional level as their representative. Mr. Lampley now represents Region IV at Society as a member of the Society Nominating Committee.

B2: Innovative Solutions for Efficient Manufacturing

April 17, 1:30pm - 3:00pm

North Carolina has long been a stronghold in manufacturing, starting with textiles, furniture and tobacco. The future of manufacturing in our region rests on a new wave of innovation that includes the use of robots for automation, IoT hardware and software to monitor processes, and analytics to deliver actionable insights on the energy demands of buildings and manufacturing equipment. This panel will feature some of the region’s most prominent manufacturing thought leaders along with the manufacturers implementing these innovative solutions.

Moderator: Nick Justice , Executive Director, PowerAmerica, NC State University

Major General Nick Justice joined the PowerAmerica Institute as the Executive Director in January of 2015. As Executive Director of PowerAmerica, General Justice heads the first National Manufacturing Institute for Power Electronics led by a university.

Panelist: Phil Westmoreland, Director, Regional Manufacturing Center, Clean Energy Smart Manufacturing Innovation Institute

Phil Westmoreland is professor in the Department of Chemical and Biomolecular Engineering at North Carolina State University, Raleigh NC, conducting research in chemical kinetics and reaction engineering. He is Director of the Southeast Regional Manufacturing Center for CESMII, the DOE-sponsored Clean Energy Smart Manufacturing Innovation Institute. His degrees are in chemical engineering from N.C. State (BS Õ73), LSU (MS Õ74), and MIT (PhD Õ86). He was 2013 President of AIChE and board member of the Combustion Institute (2002-2014), CAChE (1999-present), the Council for Chemical Research (2005-07), and AIChE (2009-11)

Panelist: Natalie Birdman , Director of Strategic Operations,

Natalie is the Director of Strategic Operations at The majority of her professional experience has been in the global energy technology industry with both Fortune 500 and privately-held companies. Additionally, she has experience solving issues spanning the nexus of the public and private sectors. Most recently, Natalie provided business strategy consulting and execution for government entities and startups primarily in the energy and technology industries. She previously served as the Executive Director of the North Carolina Coal Ash Management Commission. Natalie received her MBA from the University of North Carolina at Chapel Hill Kenan-Flagler Business School, where she served as a Kenan Institute Leadership Fellow and Energy Club President, and her Bachelor of Science in Industrial Engineering from the University of Missouri – Columbia.

Panelist: Conchita Jimenez-Gonzalez, Graduate Program Lead for Global Manufacturing and Supply, GlaxoSmithKline

Dr. Concepcion Jimenez-Gonzalez is the Graduate Program Lead for Global Manufacturing and Supply at GlaxoSmithKline (GSK). Prior to this position, she served as Director of New Product Development, Director of Operational Sustainability, and Director of Engagement, Planning, Analysis and Reporting. In addition to working for GSK, Dr. Jimenez-Gonzalez is an Adjunct Professor at North Carolina State University in the Chemical and Biomolecular Engineering Department.

B3: Environmental, Social and Governance Investing—What This Means for You

April 17, 3:30pm - 5:00pm

Environmental, social and governance (ESG) investing is having a growing impact on financial markets and many businesses and organizations. This session will explain this trend, indices such as the Dow Jones Sustainability Index, and the myths and realities of high-impact investing. You will learn about one of the global benchmarking systems used to rank facilities and ways to improve rankings. Anyone with an investment portfolio will want to attend.

Moderator: Jack Connell , Principal, Connell Associates

Jack has been active in the HVAC controls and energy performance contracting markets for most of his 40-year career, with leadership roles at Honeywell in marketing, sales, manufacturing and engineering. This experience, coupled with 8 years starting and building commercial HVAC controls contracting and distribution businesses, has given Jack a broad perspective on what works, what adds value and what the trends are in a wide range of markets and technologies. Jack graduated a long time ago with a BSME from Tufts University, and is a registered Professional Engineer, Certified Energy Manager and LEED Accredited Professional.

Panelist: Lori Collins, Principal, Collins Climate Consulting

Lori Collins is Principal of Collins Climate Consulting, a strategic consulting company that helps speed the flow of capital to sustainable businesses. Collins helps clients discover how climate actions in alignment with business goals can help generate profits and reinforce commitments to stakeholders. Collins is a member of the Global Adaptation and Resilient Investment (GARI) working group, which has convened over 150 private investors worldwide to discuss the implications of climate change on investments. She was a contributing author of The Investor Guide to Physical Climate Risk and Resilience which was released at the United Nations climate conference in Bonn, Germany in 2017. Prior to forming her consultancy, Collins served as president of Abundant Power, an energy financing venture; executive director of CLT Joules, a clean energy startup incubator funded by Duke Energy; SVP at LendingTree; head of marketing for Bank of America’s mutual fund business; and VP at Fidelity Investments in Boston. She holds a Master of Science in Carbon Management from the University of Edinburgh; an MBA from Kellogg at Northwestern University; a BS in Business Administration from UNC-Chapel Hill; and is LEED AP. She also currently serves as an Environmental Programs Consultant for the NC Department of Environmental Quality.

Panelist: Catherine Coleman, First Vice President, Morgan Stanley

As co-founder of the Coleman Merchant Group at Morgan Stanley, Catherine oversees management of the group's client relationships, including plan development, asset allocation and risk analysis. The Coleman Merchant group employs Socially Responsible Investing (SRI) strategies for clients whenever possible and is proud to utilize Morgan Stanley's cutting-edge platform in this exciting and expanding space. Catherine has built a long and successful history of understanding and managing the unique complexity facing high net worth individuals, institutions and families. After graduating from Wake Forest University with a Bachelor of Science degree in 1994, Catherine joined First Union Bank in Nashville, TN as a Relationship Manager for wealthy clients. In 1999, Catherine moved to Raleigh, NC to become a Financial Advisor with Smith Barney. She earned the prestigious CFA® designation in 2000 and became a CERTIFIED FINANCIAL PLANNER™ in 2006. She moved to Denver, CO, in 2006, where she was a Financial Advisor with Merrill Lynch before forming the Coleman Merchant Group at Morgan Stanley in 2016. Catherine earned an Executive MBA from the Daniels College of Business at the University of Denver in 2014. Her interests outside of work revolve around health and wellness, cooking, travel, wine, and good books.

Panelist: John Mathews, Mechanical Engineer, Optima Engineering

John is a mechanical engineer with a widespread understanding of energy-efficient equipment spanning to on-site support for client project development. His extensive experience lies in the design and development of various mechanical systems, surveying existing systems, calculating building loads, Energy analysis modeling, Revit, and AutoCAD document drafting for many markets including commercial, educational, healthcare and government facilities. Outside North Carolina John is also licensed in California, Delaware, Georgia, Indiana, Maryland, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia and Wyoming. He is registered with NCEES, accredited LEED Professional and member of ASHRAE.

B4: Innovation in Energy

April 18, 10:30am - 12:00pm

The pace of innovation continues to increase for the supply, analysis and use of energy in today's commercial and industrial facilities. Concerns about resiliency, economic impact, job creation, climate change and stakeholder satisfaction are just a few of the considerations. Hear about real-world applications and cutting-edge technology as applied in a variety of facilities.

Moderator: Kimberly Conley, Outreach & Development Lead, Clean Power and Industrial Efficiency, NC Clean Energy Technology Center

Kimberly serves as a senior project manager for the CenterÕs Clean Power and Industrial Efficiency team. She has many years of experience in outreach, extension and engagement. Her efforts in communication and business development highlight the importance of nurturing partnerships and collaborations with the ultimate objective of advocating for the competitiveness of North CarolinaÕs business and industry. Kimberly leverages the CenterÕs capabilities in order to to meet the needs and objectives of commercial, industrial and government entities as they pertain to energy efficiency and sustainability.

Panelist: Janelle Griffin, Project Manager, Energy Solutions, Dewberry

Janelle Griffin is a project manager in the Energy Solutions Group at Dewberry where she is responsible for executing projects, maintaining client relations, and furthering the practice of commissioning. She currently leads the Persistent CommissioningSM practice, an ongoing commissioning service that marries the tools of monitoring-based commissioning with the best practices in existing building commissioning. Her experience includes commissioning, energy engineering, and turnkey repair and retrofit projects for healthcare, classroom, office, museum, laboratory, military, and higher education facilities. She believes that project delivery can be improved by bridging gaps in communication and knowledge across project teams resulting in high performing buildings. Ms. Griffin received a BS in Architectural Engineering and Civil Engineering from the University of Miami and a MS at NC State University where she focused on energy conservation in early building design and environmental sustainability. Ms. Griffin is a Licensed Professional Engineer in the State of North Carolina, a LEED Accredited Professional, and a Certified Commissioning Professional.

Panelist: Mike Curry, Manager Site Services RTP, Bayer Crop Science

Mike is a chemical engineer with 25 years' experience focused on manufacturing plant management. Prior to Mike’s current role as the Site Services Manager for the 125 acre (Bayer or BASF) RTP site, he was the plant manager for a Bayer crop protection production facility in West Virginia. Mike is proud to say that during his 6 years as plant manager, not a single person had a recordable injury, nor any environmental violation. Mike believes these accomplishments are possible with a strong focus on Leadership, Culture, and Hardware.

Panelist: Tom Parker, Principal/Branch Manager, Burns & McDonnell

Mr. Parker currently serves Burns & McDonnell as a Combined Heat & Power Business Unit Manager in our OnSite Energy & Power Group. As an experienced project manager and mechanical engineer with 32 years of experience, he has extensive knowledge in design and construction of steam, Combined Heat & Power and central utility plant projects.

B5: Trends in Data, Analytics and Optimization for Your Facility

April 18, 1:30pm - 3:00pm

Facility systems continue to grow in complexity and the amount of data collected. This session will review what is being done with data systems and analytics to help improve business metrics, improve data security, increase systems' life-cycles and improve resiliency. .

Moderator: Jack Connell, Principal, Connell Associates

Jack has been active in the HVAC controls and energy performance contracting markets for most of his 40-year career, with leadership roles at Honeywell in marketing, sales, manufacturing and engineering. This experience, coupled with 8 years starting and building commercial HVAC controls contracting and distribution businesses, has given Jack a broad perspective on what works, what adds value and what the trends are in a wide range of markets and technologies. Jack graduated a long time ago with a BSME from Tufts University, and is a registered Professional Engineer, Certified Energy Manager and LEED Accredited Professional.

Panelist: Roger Woods, Intelligent Building Systems Lead, IBI Group

Mr. Woods has been a leader in the engineering community for over 34 years and currently serves as the Intelligent Building Systems Lead for IBI Group. IBI GroupÕs mission is to ÒDefine the Cities of TomorrowÓ; dedicated to defining how cities look, feel, and how cities work. In this role, Roger is responsible for assuring that the building practices within IBI Group incorporate proven technologies including data analytics, informed asset management, IoT sensor technologies, and a telecommunications infrastructure that serves as the backbone of similarly resilient and sustainable infrastructure for their clientsÕ buildings.

Panelist: Mark Reid, Business Consultant, Honeywell Building Solutions

Mark taught advanced electronics for the US Navy prior to going to Honeywell serving in several roles including Building Automation Technician, Energy Auditor/ M&V specialist and Account Executive. He received his CEM in 1995. He had positions of Integration and Controls Operations Leader, and Intelligent Services Sales leader prior to running his own business. His current position is Business Consultant with Honeywell.

Panelist: Jay Santos, Principal, Facility Dynamics Engineering

Jay is a principal and co-founder of Facility Dynamics Engineering. Facility Dynamics is a 28-year-old firm that focuses in commissioning and retro commissioning. They have commissioned well over three thousand projects in the past 25 years. Facility Dynamics is also active in controls design, controls master planning and Fault Detection and Diagnostic software. Jay has directed the development of DDC/control master plans for numerous institutions and organizations nationally. These plans deal with procurement issues associated with DDC controls and typically include standardized approaches to system sequences, documentation and specifications. He teaches DDC courses for the University of Wisconsin, North Carolina State, and the PGE Energy Center in San Francisco. He has developed an Advanced Commissioning Course focused on teaching the skills necessary to functionally test HVAC systems and controls in the field. Jay also developed the DDC Online website for the Iowa Energy Center. He is a member of the HPAC Engineering Editorial Advisory Board. Jay is also a former member of ASHRAE's Professional Development and DDC Guideline Committees and currently serves on numerous ASHRAE committees for Controls and Commissioning. He also chairs the Technical Advisory Group for a DOE funded project executed by Lawrence Berkeley Labs that is developing a controls design tool for the industry.