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Wednesday, April 23
 

11:30am EDT

Mastering the Bills Module: Efficient Utility Bill Management Strategies
Wednesday April 23, 2025 11:30am - 12:45pm EDT
TBA
Unlock the full potential of EnergyCAP’s Bills Module and take control of your utility bill management with efficient workflows, automation, and strategic insights. This session will provide a deep dive into key features, including Batches, Bill Lists, Bill Import, Accruals, and Bill Export, to help you streamline bill processing from start to finish.
Learn how to navigate the module menu, organize and audit bills, efficiently manage imports, track accruals, and seamlessly export bill data for financial reporting and analysis. Whether you're looking to refine your bill entry process, improve accuracy, or optimize financial reconciliation, this session will equip you with best practices to save time, reduce errors, and enhance utility cost management.
Speakers
avatar for Lorenzo Reyes

Lorenzo Reyes

Customer Success Manager, EnergyCAP
Lorenzo Reyes is a Customer Success Manager at EnergyCAP, dedicated to helping clients maximize the value of their EnergyCAP solutions. With a collaborative approach and a strong focus on customer satisfaction, Lorenzo works closely with organizations to ensure they achieve their... Read More →
Wednesday April 23, 2025 11:30am - 12:45pm EDT
TBA

2:00pm EDT

Bill Audits: Ensuring Accuracy and Validating Your Utility Bills
Wednesday April 23, 2025 2:00pm - 3:15pm EDT
TBA
Don’t let billing errors go unnoticed! Learn how to audit your utility bills effectively, identify discrepancies, and recover lost funds. This session provides practical tips for validating charges and improving financial oversight.
Speakers
avatar for Lorenzo Reyes

Lorenzo Reyes

Customer Success Manager, EnergyCAP
Lorenzo Reyes is a Customer Success Manager at EnergyCAP, dedicated to helping clients maximize the value of their EnergyCAP solutions. With a collaborative approach and a strong focus on customer satisfaction, Lorenzo works closely with organizations to ensure they achieve their... Read More →
Wednesday April 23, 2025 2:00pm - 3:15pm EDT
TBA

3:45pm EDT

Organizing for Insights: Grouping Sites and Meters for Reporting and Benchmarking
Wednesday April 23, 2025 3:45pm - 5:00pm EDT
TBA
Effective energy management starts with well-structured data. In this session, we’ll explore best practices for grouping sites and meters in EnergyCAP to improve reporting, benchmarking, and analysis.
Learn how to organize facilities, categorize meters, and structure data hierarchies to uncover meaningful insights, compare performance across locations, and streamline energy tracking. Whether you're managing a single campus, a citywide portfolio, or a multi-department organization, this session will provide practical strategies to help you gain clarity, accuracy, and deeper analytics from your energy data.
Speakers
avatar for Josh Berkheimer

Josh Berkheimer

Senior Project Manager, EnergyCAP
As a Project Manager with EnergyCAP, Josh has the opportunity to work with clients daily, assisting them throughout the implementation process. His goal is to help EnergyCAP fit each client’s individual needs and to provide them with the tools to ensure success in the future.With... Read More →
Wednesday April 23, 2025 3:45pm - 5:00pm EDT
TBA
 
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