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.

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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.

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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.

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

January 2024 – Microgrids and Hydrogen news

As the Smart Energy Initiative of Southeastern PA expands its working groups to include Microgrids and Hydrogen, we find this article interesting.  Caterpillar Powers Microsoft’s Wyoming Data Center with Hydrogen Fuel Cell and Microgrid Technology | Microgrid Knowledge  If your company is interested in joining SEI, please reach out to Jim Lauckner at jlauckner@ccedcpa.com.  Membership in SEI is free.

February 15, 2024 – 12th Annual Energy Briefing – 8:15 -10:30 a.m.

REGISTER>>  https://SEI-Energy-Briefing-Feb-2024.eventbrite.com

Agenda:

8:15 -8:30 a.m. Check-in, light breakfast, and networking

8:30 -10:20 a.m. Program followed by Q&A

Continue the discussion until 10:30 a.m. in the Gallery

What’s the impact on your business’ bottom-line?

This year’s Annual Energy briefing is for energy related companies which want to learn more about several topics that will impact their business and their community.

  • As the federal government begins to allocate billions of dollars to the states, how will this funding from the Infrastructure Act and the Inflation Reduction Act be distributed into the marketplace? How can your clients and potential clients fund their energy projects with these monies and tax credits?
  • The U.S. Department of Energy (DOE) recently announced $7 billion to launch seven Regional Clean Hydrogen Hubs (H2Hubs) across the nation and accelerate the commercial-scale deployment of low-cost, clean hydrogen. Funded by the Infrastructure Law, the seven H2Hubs will kickstart a national network of clean hydrogen producers, consumers, and connective infrastructure while supporting the production, storage, delivery, and end-use of clean hydrogen. MACH2 is a local project and will be discussed at the briefing.
  • Alternative energy (Solar, CHP, Fuel Cells, Battery Storage.. ect) may be right for the environment but may not always be the best solution based on a company’s utility contracts. Learn what fees make up your power and gas contracts and why? This part of the briefing will discuss the true impacts of alternative energy products on a facility’s actual energy bills. Regardless of if you have alternative energy in mind right now, you can learn more about your utility bill and be able to make some strategic decisions moving forward.

Presenters:

Keynote presentation by Jessica Shirley, Interim Secretary – PA Department of Environmental Protection, which includes the State Energy Office.

Acting Secretary Shirley will share how the Pennsylvania Department of Environmental Protection’s funding from the Infrastructure Act and the Inflation Reduction Act be distributed into the marketplace. Learn how your business and your client’s may benefit from these new programs.

David Ferro, CEO – Optics Consulting LLC

This presentation will include a high level review of the PJM grid followed by how local gas and electric utilities bill their clients. We will explore the many utility invoice line items that are often ignored and explain how alternative energy solutions impact these fee structures both positively and negatively. Examples and case studies will be presented showing both favorable and detrimental scenarios based on the type of utility invoicing. The goal of this program is to educate the audience on how alternative energy projects can affect your “bottom line” allowing for improved decision making.

Thank you to our sponsors!

 

January 9, 2024 – SEI Working Groups meeting – 5-7:30 p.m.

The Annual SEI Working Groups will meet 1/9/2024 from 5-7:30 p.m. in Exton! These sessions will help SEI understand what trends you are hearing about in the energy industry, what would be of value to our industry partners and what training needs do you have during this quarter and throughout 2024. For an invitation, please contact Jim Lauckner jlauckner@ccedcpa.com and include your name, company and role.

Breakout session subgroups are in the following categories:

  • Hydrogen
  • Microgrids
  • CHP and Renewable Fuels
  • Energy Efficiency
  • Geothermal
  • Solar and Energy Storage

January 1, 2024 – Training Funds to reimburse up to 50% of trainings completed between January 1 – June 2024

SEI can help your organization maintain a competitive workforce with training grant funds to offset partial costs of energy-related training.

January 1 – June 2024 approved course list: PA Smart IP Grant SEI – Training Plan as of 01-01-2024

To get started, complete the SEI Training Grant Application (to request a fillable version, email scockerham@ccedcpa.com) Scan and email the completed document (without trainee’s social security number) to sockerham@ccedcpa.com.

As a resource, below are some of the training vendors that our industry partners have used upskill their employees. You are NOT limited to these companies, and we cannot guarantee that the course you select will match up with our grant. Grant approved courses may change from year to year. We will work to accommodate your preference for training topics and vendors.

EDUCATION & TRAINING INSTITUTIONS for Energy related courses
Association of Engineers (AEE)
BONE Energy Services
Danica Consulting & Training Services
Delaware County Community College (DCCC)
Energy Score
Green Building United
Indoor Sciences
Mike Nelson Consulting Services
Northeast Home Energy Rating System Alliance
(NEHERS)
PA Petroleum Association
Peirce-Phelps
Penn State University – Berks
Penn State University – Brandywine
Penn State University Great Valley
RW Beckett Corporation
TPC Training
WaterFurnace International

Can’t find what you like in the course list, or want help completing the application? Contact us at the email addresses provided below. Contact Sherry Cockerham or Jim Lauckner to receive timely notifications of SEI-approved training in the region, or with any additional questions.

Training funds are provided by the Pennsylvania Department of Labor & Industry and the Chester County Workforce Development Board. All trainees must be residents of the State of Pennsylvania.

September 13, 2023 – Department of Environmental Protection: Small Business Advantage Grant Program – Apply before 3/22/23

Department of Environmental Protection: Small Business Advantage Grant Program, may be of interest to some of our members

Who May Apply: For-profit businesses in PA with a primary physical location in PA and 100 or fewer full-time employees. Commercial real estate businesses and tenant businesses may also be eligible if they meet the criteria outlined in the program guidelines.

Use: The Program is a first-come, first-served grant program that provides matching grants to assist small businesses undertaking energy efficiency, pollution prevention or natural resource conservation projects.
Funds:
$1 million in grant funding is available for this funding round for grants between $5,000 and $8,000.

Application Deadline: Grants will be accepted through March 22, 2024 or when funds are exhausted, whichever occurs first.

More information: DEP Website