Foss & Co

Global Clean Hydrogen Summit
2024-11-19 - 2024-11-20 | C. Baldwin, Curio Collection by Hilton, 400 Dallas Street, Houston, TX, 77002, United States
Infocast’s Global Clean Hydrogen: American Production and International Markets will provide project developers, buyers, and financiers with the information they need to establish winning strategies for global clean hydrogen markets. It will bring developers together with leading financial institutions, international decarbonization leaders, and hydrogen market experts to share their experiences, insights, and ideas on how to move the industry forward.
Attendee: Dawn Lima

Dawn will speak on the “Tapping the Tax Equity Market for Hydrogen Projects—Structuring Projects for 45V” panel at 2:45 PM on November 20. She will discuss the 45V guidance and its impact on operational costs, the tax equity and transfer market, and more.

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Tax Executives Institute New Jersey Chapter Seminar
2024-11-21 | Galloping Hill Park and Golf Course, 3 Golf Drive, Kenilworth, NY, 07033, United States
On behalf of the Officers and Board of Directors of the New Jersey Chapter, it is my pleasure to invite you to attend the New Jersey Chapter’s in-person Whole Day Seminar. This is also an opportunity to meet with vendors, fellow tax associates and expert speakers.
Foss & Company is a proud sponsor
Attendees: Olivia Park

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TEI New York Chapter Sixty First Annual Tax Symposium
2024-12-05 | 237 Park Avenue, 237 Park Ave, New York, NY, 10017, United States
A full day tax program with Plenary and Concurrent sessions including Federal, State and Local and International Tax topics, Year End Employment Tax Insights and Optimizing and Protecting Tax Assets.
Attendees: Kevin Haley and Olivia Park
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Projects & Money 2025
2025-01-27 - 2025-01-29 | The Roosevelt New Orleans, A Waldorf Astoria Hotel, 130 Roosevelt Way, New Orleans, LA, 70112, United States
Projects & Money the always-imitated but never-duplicated event, is the meeting where the country’s leading project developers learn what they need to know to source investment and debt capital in 2025. Returning to New Orleans on January 27-29, 2025, Projects & Money is a unique opportunity to hear the nation’s leading debt and equity investors provide unique perspectives on the latest trends, approaches, issues and opportunities in the energy infrastructure market.
As the first major energy conference to take place after the 2024 election, Projects & Money will deliver a comprehensive analysis of the election’s likely consequences for the energy industry in 2025 and beyond.
Foss & Company is a proud sponsor of this event.

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TEI Houston Chapter Tax School 2025 - Week 1
2025-02-10 - 2025-02-13 | Hyatt Regency Houston, 1200 Louisiana Street, Houston, TX, 77002, United States
A comprehensive review of significant recent federal tax legislation, regulations, cases, and foresight into the potential changes to the US federal tax landscape under the new administration. The course will discuss the continued implementation of the IRA, the expiration/extension of expiring TCJA provisions, along with cases/rulings from 2023 and 2024. Topics will also address issues giving rise to taxpayer challenges and planning opportunities.
Foss & Company is a proud sponsor of this event.
Attendees: Michael Yager
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ACG Rocky Mountain Corporate Growth Conference 2025
2025-02-10 - 2025-02-11 | Hyatt Regency, 650 15th St., Denver, CO, 80202, United States
The Rocky Mountain Corporate Growth Conference (RMCGC) is back on February 10-11, 2025! This signature event is crafted to connect, educate, and celebrate those at the forefront of middle-market growth. Take advantage of the opportunity to engage with influential business leaders, gain insights from industry experts, and explore the latest trends and strategies that drive success.
Attendees: Kevin Haley

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RE+ Northeast 2025
2025-02-12 - 2025-02-13 | Boston Convention & Exhibition Center, 415 Summer Street, Boston, MA, 02210, United States
RE+ Northeast is an annual event that brings together clean energy professionals from across the northeast region of the United States. The event features keynote speakers, panel discussions, exhibition, and networking opportunities for attendees to learn about the latest trends and developments in solar, energy storage, hydrogen, grid edge technologies, EV infrastructure, and more.

Attendees: Jennifer Hua

Tax Executives Institute NJ Chapter Seminar
2025-02-12 | Galloping Hill Golf Course Three Golf Drive, 3 Golf Dr, Kenilworth, NJ, 07033, United States
New Jersey Chapter’s February Full Day Seminar, to be held on Wednesday, February 12, 2025 at The Clubhouse at Galloping Hill Golf Course in Kenilworth, NJ. Sessions are broken into 3 disciplines where the panelists are going to be presenting on the current tax topics.
You will learn from nationally renowned tax professionals about some of the hottest areas in federal, state and international tax as well as to network with your peers.
Foss & Company is proud to be a sponsor of this event.
Attendees: Olivia Park and Lewis Fitzpatrick

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Decarb Connect 2025
2025-02-25 - 2025-02-27 | The Westin Houston Medical Center/Museum District, 1709 Dryden Rd, Houston, TX, 77030, United States
At Decarb Connect North America 2025, our goal is simple, we gather all the essential stakeholders in the ecosystem to tackle the most pressing challenges and explore new opportunities in industrial decarbonization. Based on extensive research with decarbonization leaders in steel, cement, chemicals, glass and other hard to abate sectors as well as those delivering real-time projects, the event is laser focused on the issues that really matter and showcasing case-studies that demonstrate what is possible.
Attendees: Dawn Lima

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Seattle TEI Tax Forum Day
2025-02-25
Attendees will hear from expert speakers on various topics such as new FASB Tax Disclosures, Future–Proofing Tax, Hybrid Workforce and more.
Kevin will be speaking on “The Anatomy of a Tax Credit Deal” panel and Foss & Company is a proud sponsor of this event.

Attendees: Adam Rutherford and Kevin Haley

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Solar & Wind Finance & Investment Summit 2025
2025-03-16 - 2025-03-19 | Arizona Biltmore, 2400 E Missouri Avenue, Phoenix, Arizona, 85016
Infocast’s Solar + Wind Finance & Investment Summit in 2024 gathered an unprecedented number of leading industry players to network, make deals, and get fully briefed on the renewables markets.
This is a critical year to attend Solar + Wind Finance & Investment Summit for a deep dive into today’s challenges affecting valuation assumptions and how financing is incorporating new structures and risks. You’ll get insider tips on how to successfully navigate these waters, capitalize on the booming opportunities of the future, handle the lingering difficulties of the present, and meet everyone you need to know to take maximum advantage of your opportunities to develop, finance, and invest in today’s renewable energy projects.
Foss & Company is a proud sponsor of this event and can be found at table #87.
Attendees: Bryen Alperin, Lewis Fitzpatrick, Sophie Brkovic and Jennifer Hua

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2025 Midyear Conference
2025-03-16 - 2025-03-19 | Grand Hyatt Washington
Not long after the 2024 election and with a new administration in power, TEI will host our 75th Midyear Conference in Washington DC, March 16 – 19, 2025. With the outcome of the election as backdrop, the contours of potential corporate tax reform will come into sharper focus with businesses needing to stay informed and engaged.
Foss & Company is proud to be a sponsor.
Attendees: Jennifer Pruett, Kip Kimble and Drew Goldman

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Rocky Mountain Association for Financial Professionals April Luncheon
2025-04-09 | CAC Headquarters, 320 Fillmore Street #200, Denver, CO, 80206, United States
Rocky Mountain Association for Financial Professionals’ final luncheon of the membership year and our 2025-2026 Board Election. The topic will be IRA Tax Credits: Converting Liabilities into Cash Flowing Assets.
Attendees: Bryen Alperin
Bryen will be speaking on the “IRA Tax Credits: Converting Liabilities into Cash Flowing Assets” panel discussing how the market is adapting to the credits introduced by the Inflation Reduction Act (#IRA) as well as the impact of transferability on the pool of potential investors and equity pricing.

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RE+ Southeast
2025-04-22 - 2025-04-23 | Georgia World Congress Center, 285 Andrew Young International Blvd NW, Atlanta, GA, 30313, United States
RE+ Southeast brings the region’s clean energy industry together to discuss strategies, market trends in the southeast, policy updates that impact businesses, and numerous networking opportunities to make more connections.
Highly regarded companies and organizations helped make the 2024 event one to remember! RE+ Southeast will bring together industry leaders and innovators to share ideas and best practices for expanding the southeast’s solar energy market and to network and do business. The two-day program will feature education sessions focusing on a wide range of topics, a show floor with many industry leaders and innovators, and numerous networking opportunities.

Attendees: Jeff Wand
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Solar & Energy Storage Summit 2025
2025-04-23 - 2025-04-24 | Omni Interlocken Hotel, 500 Interlocken Blvd, Broomfield, CO, 80021, United States
Wood Mackenzie’s 18th annual Solar & Energy Storage Summit will bring together 400+ senior leaders from US solar and storage developers, utilities, IPPs, offtakers, RTOs/ISOs, and state and federal government. Develop relationships with decision makers in technology, finance, operations, development, engineering, origination, and procurement.
A few key Areas of Learning and Discussion:

Policy and Regulatory Landscape:Understand how recent and upcoming policy changes—including updates related to the Inflation Reduction Act (IRA)—are impacting project economics, tax credits, and long-term investment strategies.

Supply Chain Dynamics:Explore the current challenges facing solar and storage supply chains, including the effects of tariffs, anti-circumvention investigations, and global geopolitical shifts.

Project Development Bottlenecks:Learn how companies are addressing major development challenges like interconnection delays, permitting hurdles, and construction risk management

Attendees: Dawn Lima and Bryen Alperin
During this event, Bryen will be participating in the “Behind the Scenes” Interchange Recharged Podcast on April 23rd.

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BIOGAS AMERICAS 2025
2025-04-28 - 2025-04-30 | Colorado Convention Center, 700 14th St, Denver, CO, 80202, United States
BIOGAS AMERICAS is the largest biogas conference and tradeshow in North America, and the annual conference of the American Biogas Council. This is a “must attend” event for anyone in the business of biogas – a place to meet with like-minded professionals, leadership and decision makers across the industry. With a focus on growing the biogas market through informing, training and networking with potential clients, vendors and industry champions, being part of this event is not an expense, it’s an investment.

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NPM US Development & Finance Forum 2025
2025-04-28 - 2025-04-29 | Convene 360, 360 Madison Ave, New York, NY, United States
This event will bring together 300+ primarily senior-level development attendees and their investment, advisory, lending, corporate and utility partners for targeted networking opportunities and in-depth panel discussions with industry leaders. The US Development & Finance Forum brings more of a utility-scale focus on topical trends and insights covering renewables, storage, data center project development and deal flow.

Attendees:

Dawn Lima
Lewis Fitzpatrick

Novogradac 2025 Spring Renewable Energy Tax Credit Conference
2025-05-13 - 2025-05-15 | Swissotel Chicago, 323 W Wacker Dr, Chicago, IL, 60601, United States
The three-day conference in Chicago is a must-attend event for professionals in the renewable energy sector. Through insightful sessions and interactive discussions, attendees will gain crucial insights into tax credit monetization, project finance structures, emerging technologies, and the latest policy updates impacting renewable energy investments.
Foss & Company is a proud sponsor of this event.
Attendees: Sophie Brkovic, Audrey McCormack, Jennifer Pruett, Frank Ronchetti, Barrett Lopez, Kevin Haley and Claire Behar.
Kevin will be speaking on the “Investors: Discussing the Market” panel, where he will discuss the state of the investor market for clean energy tax credits on May 13, at 4:00 PM.
Claire will be participating in the “Evaluating a Pitch Workshop Session” on May 15 at 10:45 AM. In this session, she will pitch hypothetical transactions, then attendees work in groups to ask questions, get answers and make evaluations.

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TEI Region 9 Conference
2025-06-03 - 2025-06-04 | Vancouver, WA, Vancouver, WA, United States
TEI hosts a number of meetings, conferences, seminar and specialty courses each year to provide in-house tax professionals with opportunities to update their knowledge, network with colleagues, enhance their skills, and learn about the latest tax issues, products, and technologies.
Attendees: Adam Rutherford

Fuel Ethanol Workshop
2025-06-09 - 2025-06-11 | CHI Health Center, Omaha, Nebraska
Capturing and storing carbon dioxide in underground wells has the potential to become the most consequential technological deployment in the history of the broader biofuels industry. Deploying effective carbon capture and storage at biofuels plants will cement ethanol and biodiesel as the lowest carbon liquid fuels commercially available in the marketplace. The Carbon Capture & Storage Summit will offer attendees a comprehensive look at the economics of carbon capture and storage, the infrastructure required to make it possible and the financial and marketplace impacts to participating producers.
Attendee: Dawn Lima
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Infocast Energy Storage Finance & Investment
2025-06-11 - 2025-06-12 | San Diego Marriott La Jolla, 4240 La Jolla Village Dr, La Jolla, CA, 92037, United States
Energy Storage Finance & Investment 2025 brings together the entire storage community, including the country’s leading developers, tax equity investors, capital and debt providers, tax advisors, market analysts, offtakers, and more to provide a deep dive into navigating the uncertainties and moving forward with cutting-edge approaches for finance and investment across the full range of markets and business strategies in this dynamic space.
Attendees:

Sophie Brkovic
Claire Behar
Bryen Alperin

TEI Region 8 Conference
2025-06-11 - 2025-06-15 | The Westin Hilton Head Island Resort & Spa, 2 Grasslawn Ave Hilton Head Island, Hilton Head, SC, 29928
TEI hosts a number of meetings, conferences, seminar and specialty courses each year to provide in-house tax professionals with opportunities to update their knowledge, network with colleagues, enhance their skills, and learn about the latest tax issues, products, and technologies.
Attendees: Drew Goldman

IPED Annual Historic Tax Credit Summit
2025-06-12 - 2025-06-13 | Washington, D.C.
Federal and state Historic Tax Credits (HTCs) have become a critical tool in stimulating private investment in our communities. Adaptive reuse of our older buildings is inherently green, mixed-use friendly, and smart-growth oriented.
Connect with investors, developers and practitioners on the front lines of today’s HTC transactions as they gather to take a comprehensive look at the current environment. Don’t miss this premier event for cutting-edge guidance, networking and open discussions with industry leaders.

Attendees:

Jordyn Thies
John Sorel

Reuters Responsible Business 2024
2025-06-23 - 2025-06-24 | New York
Be part of a dynamic community of over 500 sustainability pioneers, industry peers, and expert solution providers in an environment built for meaningful exchange. Engage with top voices in the field, and ensure you’re speaking to the right people, hearing the right things, and crafting resilient strategies for 2025 and beyond.

Attendees:

Jennifer Pruett
Drew Goldman

SEIA Finance, Tax & Buyers Seminar
2025-06-24 - 2025-06-25 | Convene NYC, 117 W 46th St, New York, NY, 10036, United States
Join leaders in the space for high-level networking opportunities with top solar, energy buyer and finance executives as we dive into the biggest challenges and opportunities to accelerating clean energy growth.

Attendees: Bryen Alperin

Infocast Texas Clean Energy
2025-08-26 - 2025-08-28 | Austin, TX
Get the insights you need at Infocast’s Texas Clean Energy Summit, uniquely positioned to be the best place to discuss the results of the 89th session and learn from policy makers, as well as the state’s most active developers, asset owners, QSEs, offtakers, financiers, investors, and other key players as they tackle the challenges and opportunities defining Texas’ clean energy future.
Attendees
– Dawn Lima

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RE+ National Conference
2025-09-08 - 2025-09-11 | The Venetian Expo & Caesars Forum
RE+ brings the modern energy industry together to foster a cleaner future. What began as Solar Power International (SPI) has evolved into RE+, uniting an extensive alliance of renewable energy leaders for multiple days of programming and networking opportunities. Today, RE+ incorporates business opportunities and education content across the clean energy industry including solar, energy storage, hydrogen, microgrids, EV charging and infrastructure, and wind energy.

Attendees:

Bryen Alperin
Claire Behar
Dawn Lima
Kevin Haley
Sophie Brkovic
Rachelle Clark
Barrett Lopez
Tyler Diaz
Hunter Peek
Lewis Fitzpatrick

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NABA Annual Golf Classic
2025-09-11 | South Windsor, CT
Foss & Company is proud to sponsor and participate in the 2025 NABA Annual Golf Classic, hosted by the National Association of Black Accountants. This annual event brings together industry leaders, professionals, and advocates to support scholarships, professional development, and the advancement of diversity in accounting and finance.

Attendees:

George Barry
Eric Brubaker
Kip Kimble

Infocast Energy Tax Equity and Credit Markets, 48E and more
2025-09-29 - 2025-09-30 | Houston, TX
Infocast’s Energy Tax Equity and Credit Markets, is your chance to get fully up to speed on the latest strategies and market changes. Join us for this exclusive event to gain critical insights on navigating the impacts of IRA changes and the introduction of 48E, ensuring compliance with domestic content and PWA requirements, and leveraging hybrid, P-flip, direct funding, and direct transfer structures to maximize the value of tax equity investments.

Attendees:

Dawn Lima
Jennifer Pruett
Bryen Alperin
Claire Behar

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Infocast Energy Tax Equity and Credit Markets
2025-09-29 - 2025-09-30 | Houston, TX
Infocast’s Energy Tax Equity and Credit Markets brings together the top tax equity investors, financial advisors, platform providers, lenders, and insurers to give critical insights into how to accelerate the dealmaking process. They will provide invaluable insights on navigating the impacts of IRA changes, qualifying projects to take advantage of tax equity investments, and strategies for accelerating project financing pipelines. This is the only event to offer an unparalleled opportunity to meet all the players in tax equity deal flows and develop strategies to chart your course forward.

Attendees:

Dawn Lima
Jennifer Pruett
Bryen Alperin
Claire Behar
