Welcome Remarks

The Policy Landscape: Signals for Investment Certainty

Leading participants from the financial community will discuss the policy developments and market activities shaping clean energy investment in the next year and beyond. This panel will examine impacts on capital allocation, tax credit eligibility, financing structures, and project bankability, while offering a forward-looking view of federal energy policy, implementation challenges, election-cycle risk, and what policy durability means for long-term investment decisions.

Keynote

Networking Break

Unpacking Tax Policy and FEOC: What's Next in 2026

This panel will focus on the latest Foreign Entity of Concern (FEOC) guidance and related OBBBA tax developments, examining their implications for tax planning, compliance, and project structuring in 2026. Panelists will provide practical insight into how emerging rules are affecting credit eligibility, supply chains, and investment timelines, and what stakeholders should be watching as additional guidance evolves.

Networking Lunch

Keynote

Clean, Dependable, Affordable: Achieving Reliability and Reducing Cost in Today's Energy Policy Landscape

This panel examines how technology innovations in generation, storage, and grid infrastructure are contributing to advances in achieving a clean, reliable and affordable electricity supply. Panelists will discuss how energy policy can support the development and integration of dependable generation resources and a modernized grid while keeping consumer and industrial power costs manageable—all amid rising load growth, electrification, and increasing system constraints. 

Networking Break

Tariffs, Trade, and the Supply Chain Squeeze

This panel examines how tariffs, trade policies, FEOC restrictions, and manufacturing constraints impact equipment availability and clean energy deployment. Panelists will examine supply chain diversification strategies, near-term bottlenecks, and the implications of current trade dynamics for project timelines, costs, and scale in the years ahead. 

Welcome Remarks

Permitting and Infrastructure Deployment: Close to Consensus?

This keynote-level panel examines the state of play on permitting legislation, including the prospects for passage in the Senate. Panelists will explore areas of potential bipartisan agreement on permitting improvements that also address the need for policies to accelerate transmission infrastructure deployment. Key issues to be examined include FERC’s existing transmission permitting authority, the role of states, and the most impactful reforms to NEPA and judicial review.

Networking Break

Corporate Clean Energy Procurement: New Strategies in an Era of High Demand

This panel explores how corporations are adapting their clean energy procurement strategies amid rising demand and cost pressures. Panelists will discuss evolving approaches to power purchasing, including 24/7 clean energy matching, inflationary impacts, and what these trends mean for market design, project development, and grid outcomes.

The Value of Independence: How FERC and Other Agencies Can Stay Relevant

This panel examines the expanding executive branch oversight and control of independent agencies and the implications for energy markets. Panelists will discuss the post-Chevron and Humphrey’s Executor legal landscape, the independence of FERC, and how evolving approaches to rulemaking could affect regulatory certainty, market outcomes, and long-term investment decisions.

Keynote

The Large Load Boom: Interconnection, Infrastructure, and the Future of Large Energy Users

This panel examines the rapid growth of data centers and other drivers of electricity demand, and the implications for long-term grid planning and near-term upgrades. Panelists will consider current FERC proceedings and how state commissions and RTOs/ISOs are adopting specific rates and tariffs for data centers. They will examine interconnection challenges, load management strategies, and the generation and advanced transmission technologies needed to accommodate large energy users.

Networking Reception