Agenda
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WEDNESDAY OCTOBER 21
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17:30
Welcome Drinks Reception
Join us the evening before the full day conference, for the opportunity to connect with your peers in a relaxed setting before the main event.
More details coming soon!
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THURSDAY OCTOBER 22
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08:00
Registration Opens
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08:45
Welcome Remarks & NPM Data Presentation
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09:00
Keynote Speaker #1: Adapting DG power generation expertise supporting data center applications
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09:15
Panel 1: DG’s Response to Surging Data Center Demand
- Assessment of where behind-the-meter microgrids using solar, storage, and fuel cells provide advantages over utility interconnection, including speed to power, phased load buildout, and siting constraints.
- Best practices for designing the DG reliability stack, including islanding architecture, black start capability, redundancy targets (N+1, 2N), and controls and dispatch requirements.
- Evaluation of project economics and bankability across tolling and PPA-style structures, including fuel supply strategy, emissions compliance pathways, and allocation of availability and curtailment risk.
- Discussion of how DG developers are evolving their strategies to compete for data center load in an increasingly competitive market, including competition from community solar and other solicitation-based opportunities.
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10:00
Panel 2: Financing Edge Expansion and Behind-the-Meter Power
- Emerging financing structures supporting growth in edge and co-location data centers and the power infrastructure required for inference workloads.
- Advantages and disadvantages of packaging edge and co-location data center projects under a single financing structure.
- How edge and co-location data center owners are adapting to inference-driven demand, including evolving best practices for funding and capital deployment.
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10:45
Morning Coffee Break & Speed Networking
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11:30
Panel 3: The Emerging Role of Distributed Storage
- Overview of where value is emerging for distributed storage across DG applications.
- Current state of the domestic storage supply chain and its implications for developer confidence, particularly for smaller platforms.
- Origination opportunities for DG storage to support behind-the-meter storage deployments for data centers.
- Evaluation of whether accelerated solicitations are improving outcomes for DG power generation and capacity deployment.
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13:45
Keynote #2: Balancing DG power with electrification demands
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14:00
Panel 4: Are Accelerated DG Solicitations Creating a Path to Profitability?
- Role of accelerated utility solicitations that incorporate DG capacity and the resulting trade-offs and benefits for developers.
- Development opportunities and program benefits emerging in newer DG solar and storage markets such as New Jersey and Virginia.
- Execution readiness required to compete in accelerated programs, including permitting playbooks, equipment reservation strategies, interconnection expertise, commissioning resources, and the ability to run parallel critical workstreams.
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15:00
Afternoon Coffee Break
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15:45
Panel 5: Industry Consolidation and Repositioning for the Future
- Impacts of industry consolidation on community solar, C&I solar developer and developer/owner platform and its impact on different counterparties such as utilities and municipalities
- Shifts in sponsor strategy between backing community solar and C&I solar developer/owner management teams and pursuing operational opportunities to acquire and reposition older assets coming off expiring PPAs.
- Effects of large-scale corporate lending activity in 2026 on development velocity and the relative attractiveness of different geographies.
- Approaches developers are using to manage expiring tax credits alongside FEOC compliance requirements.
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16:30
Closing Drinks Reception
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