June 20, 2024 – Presenter Bios

Richard Moseley from PowerGreen Capital providing clean energy finance for mid-Atlantic commercial and non-profit building owners. Rick has over 30 years’ experience at the nexus of finance, operations, IT, strategy, and entrepreneurial leadership. He recently served as CFO of Cascade Settlement Services, a leading provider of commercial and securities class action claims monetization services.  Prior to that Rick co-founded a small technology services company (Doxentric LLC) that sold AI solutions to large mortgage and healthcare companies. In this capacity he sold and ran several large technology projects, the largest involving 100+ personnel and nine-figure client investment.  For two years he was CTO of a national rollup and IPO (1998) of 26 document management service bureaus.  Before that Rick served as COO and CTO for a PE-backed textile manufacturer which provided a 13X return to original investors on exit.

Rick started his career in Public Finance at Merrill Lynch Capital Markets. After business school he spent two years as a strategy consultant at Monitor Company in Cambridge MA.

Rick attended Brown University and has an MBA from Stanford Graduate School of Business. He lives on a dairy farm in eastern Pennsylvania.

———————————————————-

Jeanne Fields joined Fulton Bank in November 2017 as the Commercial Community Development Lending Officer for the Greater Philadelphia region. In this role, Jeanne provides financing for affordable housing and economic development projects serving low- to moderate-income communities utilizing various tax credit and tax advantaged programs. Much of Jeanne’s banking career, which spans over 35 years and a variety of positions, has been actively involved in community and economic development activities in Philadelphia. Her current volunteer activities include serving on the board and as Treasurer for Community Lenders CDC, serving on the board of Entrepreneur Works and the Entrepreneur Works Fund and serving on the Finance Committee of Germantown Cricket Club.

———————————————————-

Sherwood Robbins serves as Seedcopa’s Managing Director.  In that capacity, he oversees a staff of 8 professionals; interacts with over 35 different banking partners; manages the partner relationships with 14 State-Wide Economic Development Agencies; and assists in the enhancement of Seedcopa’s menu of financing services. Sherwood joined Seedcopa in 2007 as a Relationship Manager to further expand its SBA 504 loan program and to develop SBA and USDA facilitation services for banks looking to enter the Government Loan arena.  Currently, eleven financing institutions utilize Seedcopa’s lender services. Prior to joining Seedcopa, Sherwood spent over 18 years in the banking industry, acquiring real-time experience and developing skills in Commercial Banking, Retail, and the Investment departments.  For ten years, he’s served as a dedicated Government Loan lender, developing an extensive network of business associates.  He enjoys many guest-speaking invitations throughout Pennsylvania each year, covering the key aspects of SBA lending. Sherwood received a Bachelor of Science degree from Shippensburg University.  He currently resides in Birdsboro, PA with his wife and two children.

June 20, 2024 – Do You Know All of the Ways to Finance Your Projects? 8:00 – 10:30 a.m.

REGISTER using this link >>   https://Ways_to_Finance_Your_Projects.eventbrite.com

SEI and Seedcopa present a breakfast briefing to help all industries gain insight into C-PACE & SBA 504 financing for commercial owners.

This event will help any business looking to save energy costs by being more energy efficient, looking to move or expand, add equipment or systems.

Agenda:

8:00 a.m. Check-in and network over Continental Breakfast.

8:30 – 8:35 a.m.  CCEDC Welcome

8:35 – 8:40 a.m. SEI Welcome Jim Lauckner, Program Manager

8:40 – 9:05 a.m. Richard Moseley from PowerGreen Capital – PA C-PACE program. The benefits and unique attributes and how it can be “stackable” with a bank’s loan.

9:05 – 9:30 a.m. Jeanne Fields, Fulton Bank – will address Community Development Lending options and talking about C-PACE from a senior lender perspective.

9:30 – 10:05 a.m. Sherwood Robbins from Seedcopa – Government backed financing and the benefits of 504 and 7A and how it can be “stackable” with a bank’s loan.

10:05 – 10:24 a.m. Q & A moderated by Jim Lauckner, SEI.

April 20, 2024 – Happy Earth Day!

Happy Earth Day from SEI!

Here are some of the activities and volunteer opportunities going on in Chester County.

https://www.downtownwestchester.com/event/2024-earth-day-planet-vs-plastic-rally-and-celebration/

https://upperuwchlan-pa.gov/earthday

https://phoenixvillechamber.org/news-events/events/2024-phoenixville-earth-day/

https://www.westwhiteland.org/Calendar.aspx?EID=1627

More information about Earth Day can be found at Earthday.org.

Earth Day 2024 | Activities & Resources for April 22

May 22, 2024 – Green Building United 2024 Sustainability Symposium

https://greenbuildingunited.org/event/2024-sustainability-symposium/
SEI is sharing this event on behalf of our friends at Green Building United:
It’s official! May 22nd, 2024, we’re asking everyone to mark their calendars for this year’s Green Building United Sustainability Symposium. Our annual flagship event will be hosted at Temple University’s Howard Gittis Student Center in North Philadelphia and will showcase our region’s best and brightest who are fighting every day to usher in a sustainable future for all.

Join us for a full day of educational sessions covering cutting-edge green building and sustainability topics and industry best practices, including LEED, Passive House, Living Building Challenge, Enterprise Green Communities, WELL, green stormwater infrastructure, and 2030 Districts. See below for a list of sessions!

Attendees will have the opportunity to learn and earn CEUs (including AIA, GBCI, Phius, PHI, LACES, etc. as well as explore the expo hall, walking tours, and network with speakers and fellow attendees.

April 24, 2024 – ADA Accommodations WEDTalk Event from Bucks County, 9-10:00 a.m.

>>REGISTER

WEDTalk Objectives:

  • Understand how to recognize and respond to employee accommodation requests.
  • Develop further insight into navigating the ADA’s interactive process.
  • Consider non-legal issues and business risks related to accommodations.
  • Appreciate the many areas in which accommodation issues arise, including interviewing and performance management.

Featured Speaker:

Marc J. Scheiner, Esq. Special Counsel – Duane Morris

April 3 and 4, 2024 – Hiring People with Disabilities as part of T/A

Registration is now OPEN for the Pennsylvania Department of Labor & Industry training on hiring people with disabilities as part of talent acquisition! Don’t miss out on this opportunity to learn best practices for sourcing, hiring, and supporting individuals with disabilities in the workplace. Key topics include understanding disabilities and inclusive recruitment strategies. Click the link below to secure your spot today! hashtag#DisabilityInclusion hashtag#TalentAcquisition hashtag#TrainingOpportunity

Date: April 3, 9 – 10:30am
Registration Link: https://lnkd.in/eZ3jVdFp

Date: April 4, 2-3:30pm
Registration Link: https://lnkd.in/emEgYiYC

Speaker Bios – 2024 Energy Briefing

Secretary Jessica Shirley

Currently serving as the Interim Acting Secretary for the Pennsylvania Department of Environmental Protection (PA DEP), Jessica Shirley plays a pivotal role in the guidance of the department in its mission to protect and preserve Pennsylvania’s environment while fostering sustainable and equitable practices. Jessica arrives to the role of Acting Secretary with extensive experience and knowledge within the agency. Most recently, Jessica served as the Executive Deputy Secretary overseeing all programs from February 2023 to October 2023.

Secretary Jessica was the first appointed Infrastructure Implementation Coordinator at the PA DEP from May 2022 to February 2023 and in this position, she oversaw the implementation of the Federal Infrastructure Investment and Jobs Act and the Inflation Reduction Act. Jessica ensured the Department maximized funds for the betterment of Pennsylvania’s environment, economy, residents, and communities. Jessica previously served as the Policy Director from May 2016 to April 2022 and in this position, she helped develop groundbreaking executive orders related to PFAS, climate change, energy conservation and sustainability in Commonwealth operations, and environmental justice. Jessica was involved in leading Pennsylvania’s first ever Litter Action Plan which received several awards and national recognition. In her earlier role as the Executive Policy Specialist from January 2010 to February 2011, Jessica was a trusted advisor in various policy areas and served as the Policy Office liaison for multiple advisory committees.

Jessica’s educational background includes a Master’s Degree in Public Administration from Pennsylvania State University and a Bachelor’s Degree in Economics and Political Science from Indiana University of Pennsylvania.

David Ferro

David Ferro is the CEO of Optics Consulting LLC has over 25 years as an energy advisor.  Starting his career with Hess Oil and Columbia Gas, Dave is now the owner of an energy management and engineering firm.  Dave and his team at OPTICS Consulting are actively managing fortune 100 companies’ energy spend, use of energy, as well as their greenhouse gas objectives. He is passionate about solving energy problems and supportive of the use of innovation to achieving objectives.  Dave’s experience working for both utility, public and private sectors provides him with a diverse background for making informed energy market decisions.