Navigating the 2026 Investment Tax Credit: Solar, Geothermal, & Combined Heat and Power
The Investment Tax Credit (ITC) pivot taking effect in 2026 significantly alters incentives for solar, geothermal, and combined heat and power (CHP) projects. Join us to hear from energy experts regarding the changes, deadlines, and different impacts for geothermal and CHP.
Learn to navigate the complex provisions, including new domestic content requirements and the major restrictions on Foreign-Influenced Entities (FIEs) as well as strategies for safe harboring and financing to maintain project viability.
Presenters:
Steven Mathews, Director of Project Development – E-finity Distributed Generation, LLC
Josh Howes, Chief Executive Officer – Walker Blue, LLC
Lisa Shulock, Director of Commercial Programs – Philadelphia Energy Authority
Who should attend: Those interested in the state of the national, regional, and local energy economy, business owners, facilities managers, energy professionals, project & property developers, municipal developers, school administrators.
Agenda
8:00 a.m. – Check-in and continental breakfast
8:30 a.m. – CCEDC and SEI Welcome
8:40 a.m. – Legislative impacts to CHP and onsite generation
9:05 a.m. – Legislative impacts to geothermal projects in the region
9:30 a.m. – Legislative impacts to solar PV projects in the region
9:55 a.m. Q & A – Moderated by Tijo Joseph, CEM, CMVP, Director of Operations – Warren Energy
More details about this event are available on the SEI Website.
Location: CCEDC, 737 Constitution Drive, Exton, PA.
Presenter Bios:
Steven Mathews is the Director of Project Development at E-Finity Distributed Generation, where he leads the strategic planning and execution of distributed energy and microgrid solutions that enhance resilience and sustainability for commercial and industrial clients.
Steven has worked across industries like DataCenters, the Caribbean, Chemical Processing, food and beverage, and even major universities and hospitals. Whether it’s working with developers, contractors, or engineers, his goal is simple: to offer solutions that give their customers the best bang for their buck.
Steven earned his Electrical and Electronics Engineering degree from Penn State (Go Lions!), where he picked up some serious skills in HVAC, energy efficiency, and biofuels. Along the way, Steven also got solid experience in CRM, sales, and business development, which helps him build strong relationships and spot new opportunities. He is passionate about helping customers save money, boost energy efficiency, and increase resiliency—while pushing E-Finity and the distributed energy sector forward.
Josh Howes is a Professional Engineer licensed in all 50 states and has been an advocate and leader in all things related to the energy tax code since 2011. He is the CEO of Walker Blue, LLC, a national leader in energy tax incentives and energy engineering, specializing in 179D and 45L tax certifications, ITC, domestic content, and prevailing wage compliance.
Josh was born and raised in Kentucky. After graduating from the University of Kentucky, he and his wife Becky moved back to Louisville, where they raised their five children. They now go by Bibi and Poppy to three wonderful grandchildren. Josh and Becky also own Watch Hill Proper, the largest American Whiskey bar in the world which earned a James Beard Award semifinalist in 2026. In their free time, they enjoy traveling and CrossFit together.
Lisa Shulock is a champion of the Philadelphia region’s local businesses, large and small. As Director of Commercial Programs, Lisa provides the region’s commercial, institutional and industrial building owners with technical and financial guidance on projects that lower their energy costs and transition their facilities to renewable energy. She oversees PEA’s Commercial Property Assessed Clean Energy (C-PACE) financing program and Solarize Greater Philadelphia’s non-residential initiatives. Prior to joining PEA, Lisa consulted with the Indigenized Energy Initiative, working with Montana’s Northern Cheyenne Tribe to develop a solar energy program, and she led sustainable energy workforce development initiatives at Penn State University’s Navy Yard campus. Lisa is a recent Green Building United board member and actively involved with GBU and the Clean Energy Co-Op.
In her free time, Lisa enjoys cross-country skiing as well as walks in the Wissahickon Valley Park with her friends and dog.
