Mr. Alvarez has 25 years’ experience in product management and product development with Motorola, Baxter Healthcare, Searle (now Pfizer) Pharmaceuticals, and Xcel Energy. He spent the last 13 years in the electric utility industry, building significant experience in demand-side management program design, benefit measurement, marketing, and regulation. He has similar experience in utility renewable energy compliance and voluntary programs. Paul led teams that completed the only two comprehensive, independent cost-benefit evaluations and effectiveness reviews of high-profile smart grid deployments, including SmartGridCity™ for Xcel Energy in 2010 and Duke Energy’s Ohio deployment for that state’s Public Utilities Commission in 2011. He serves as an adjunct professor at the University of Colorado’s Global Energy Management Program, where he teaches “Electric Technologies, Markets, and Policy”; he also serves as an adjunct professor at Michigan State University’s Institute for Public Utilities, where he teaches “Distribution Utility Performance Measurement”.
Mr. Alvarez has a well-rounded business background. He has held roles with full P&L responsibility (Vice President of the Southwest Region for high-tech home healthcare provider Option Care, since sold to Walgreens, with $50 million in annual revenues and 185 employees). He has managed large, complex projects to successful completion, including consulting engagements and product development efforts with 7 figure budgets. He holds a Master’s Degree in Management from the Kellogg School at Northwestern University and an undergraduate degree in Finance from the Kelley School of Business at Indiana University.
William Ascher is the Donald C. McKenna Professor of Government and Economics at Claremont McKenna College, where he was the Dean of the Faculty from 2000 to 2005. Before that he was the Director of Duke University’s Terry Sanford Institute of Public Policy and the Duke Center for International Development. Currently he also directs Soka University of America’s Pacific Basin Research Center, and is a member of the World Bank’s Advisory Group on the Extractive Industries Transparency Initiative.
Through research on policymaking, natural-resource and environmental policy, strategic planning, political psychology, and political economy, he has written or edited fourteen books. Of these, eight have a significant focus on energy issues: Forecasting: An Appraisal for Policymakers and Planners, Strategic Planning and Forecasting, Natural Resource Policymaking in Developing Countries, Why Governments Waste Natural Resources, Bringing in the Future: Strategies for Farsightedness and Sustainability, The Caspian Sea: A Quest for Environmental Security, Guide to Sustainable Development and Environmental Policy, and Physical Infrastructure Development
Andy Bertsch holds a Doctor of Business Administration (DBA) degree and an Advanced Postgraduate Diploma in Management Consultancy (APDMC) from the Henley Management College in England. Henley is a world-class school of management and is one of the few business schools to hold triple accreditation including AACSB. With over 20 years of experience in executive management and management consultancy, Dr. Andy Bertsch has actively guided or participated with organizations, education institutions, and government agencies as they have undergone transformation through environmental assessments, mission analysis, visioning, strategic analyses and formulation, and implementation.
Dr. Bertsch actively researches and consults in fields of culture, leadership, entrepreneurship, strategic planning and implementation, and economic development.
Mr. Burkholder has been directly involved in the energy utility industry for over thirty years. After serving as a U.S. Naval Officer and Navy carrier aviator for ten years, Mr. Burkholder entered the energy utility industry via San Diego Gas & Electric Company in the early 1980s. Working in the Fuel and Regulatory Analysis department, he gained considerable experience in the California and Western energy markets, particularly in natural gas issues. Mr. Burkholder directly participated in nearly every California gas regulatory proceeding throughout the eighties and nineties, providing policy and expert testimony as the gas industry deregulated and transitioned to a new regulatory structure. His expertise in natural gas regulatory analysis, cost allocation and rate design are well recognized.
Leaving SDG&E after twelve years, Mr. Burkholder entered the consulting field, eventually forming Burkholder Energy Transactions Analysis (BETA) Consulting, an independent energy consulting firm. He represented major energy clients throughout California for over twelve years in gas regulatory and other energy matters.
In 2009, Mr. Burkholder joined Xcel Energy Services in Denver, Colorado, where he is currently employed full time. Mr. Burkholder has continued his rate analysis work, developing cost of service studies in major rate case for Xcel operating companies, including Southwestern Public Service, based in Amarillo, Texas. In Colorado, he is conducting these same studies for Public Service Company of Colorado, both in the gas and electric sectors. Mr. Burkholder is responsible for the modeling, development and support of these studies in rate cases. In addition, Mr. Burkholder also develops five year rate forecasting models for Xcel operating companies.
Mr. Burkholder accumulated over 1500 hours tactical jet first pilot time and 300 carrier landings in his U.S. Navy career. Mr. Burkholder has a B.S. degree in Systems Engineering from the U.S. Naval Academy in Annapolis, Maryland and a M.S. degree in Systems Management from the University of Southern California.
Terri Carver worked as an environmental attorney for the U.S. Air Force for 14 years. Her legal practice consisted of environmental compliance and natural resource management issues at military installations in eight states and several overseas sites. Her work included regulatory issues for energy development initiatives on military bases and utility compliance issues. Ms. Carver received her law degree from Marquette University Law School, and a Master of Laws in Environmental Law from George Washington University Law School (with highest honors). Prior to receiving her law degree, Ms. Carver worked as a Legislative Aide in the U.S. House of Representatives, in the areas of Energy, Public Lands, Environment, and Telecommunications. Ms. Carver is a member of the Colorado, Florida, and Nebraska bars.
Janie M. Chermak is a Professor of Economics at the University of New Mexico. She holds a B.A. in geology from Western State College and an M.S. and a Ph.D. in mineral economics from the Colorado School of Mines.
Professor Chermak is an applied natural resource economist, specializing in dynamic optimization, with an emphasis in energy, water, and climate change research. She has published numerous articles in academic journals, including The Energy Journal, Energy Economics, Resource and Energy Economics, and the Journal of Environmental Economics and Management. This work includes optimal production paths for natural gas wells, the implications of one-size-fits all regulation on natural gas production, as well as valuing new technology for natural gas well completions. Her work has been funded by the National Science Foundation, the Gas Research Institute, the Environmental Protection Agency, as well as by the U.S. Department of Agriculture. She has presented her work around the world including the American Economic Association Annual meetings, the British Hydrological Society, the European Geophysical Society-American Geophysical Union-European Union of Geosciences Joint Assembly, the European Association of Environmental and Resource Economists, and the International Association for Energy Economics annual meetings.
Gary Hapken started his career with Price Waterhouse Co. in auditing where he obtained his CPA certificate. After 4 1/2 years he left accounting for the energy industry. His career has included work in synthetic fuels development, oil and gas exploration and development, and transportation of natural gas. He lived and worked overseas for more than 10 years in various countries including Argentina, Colombia, Peru, Sultanate of Oman and Republic of Yemen.
Professionally, Hapken has had direct responsibility for all areas of finance and accounting as well as purchasing, warehousing, materials handling, office services, human resources, and IT. Additionally, he has worked extensively in the areas of process improvement, systems design & implementation and project management.
Academically, he has taught energy accounting for more than five years in the United States and South America with an emphasis on the international aspects of energy accounting. Hapken has a BS in Accounting from the University of Northern Colorado and an MBA from Regis University. Both degrees were issued with honors.
Lynn P. Hendrix, a partner at Energy and Natural Resources, works in the Denver office. His practice emphasizes energy and natural resources law and general corporate and commercial law. He has been with the firm since 1978.
Since 1978, Lynn has represented clients in matters relating to the energy and natural resources industry, including mergers, acquisitions, financing and other transactions.These matters have involved both producing and nonproducing properties, gas plants, refineries, transportation and gathering systems and facilities, and exploration and production activities. Lynn is also involved in alternative energy projects, including ethanol, wind and synfuels.
Lynn devotes significant time to representing clients in general commercial and corporate transactions. He counsels clients on day-to-day business matters, commercial transactions, mergers, acquisitions and financings.
Lynn has authored several articles and is a requested speaker by business and professional organizations on topics relating to natural resources and commercial business activities.
Maen M. Husein is an associate professor at the Department of Chemical and Petroleum Engineering, University of Calgary, Calgary, Alberta. He received his B.Sc. in chemical engineering from Jordan University of Science and Technology (JUST), Irbed, Jordan, in 1995, and his M.Sc. and Ph.D. in chemical engineering from McGill University, Montreal, Quebec, in 1996 and 2000; respectively. He worked as a software engineer in the Power System Group at CAE Inc., Montreal, Quebec, from 2000 to 2002. His tasks included simulating different units of the power generation cycle of a nuclear power plant.
As a research associate at McGill University, 2002 to 2003, he worked on novel methods of preparing nanoparticles. These methods are currently employed to form catalyst for heavy oil upgrading, and nanoparticle sorbents to remediate the environment. His research interest is in the field of nanotechnology, reactor design, reaction engineering, and wastewater treatment. He has taught many graduate and undergraduate courses, including Renewable Energies, Engineering Thermodynamics, Air and Water Pollution Control.
Jack Mason is an energy industry executive and consultant with more than 40 years of experience developing, managing, and creating value in a series of energy/technology businesses. He has held a number of management positions up to president of a 350-person $50 million public firm. His experience includes start-up, turn-around, merger and acquisition, strategic planning, and performance improvement as both an executive and consultant working within end-user, utility, commercial, industrial, academic, and equipment, system, and service provider organizations ranging from a few to thousands of employees.
He currently is principal of Mason Energy + Management (www.masoneam.com), which provides a range of consulting services and is pursuing new business concept focused on employee enabled energy efficiency programs for commercial buildings. He was founder and chief executive of EnergyWindow, a business-to-business electronic commerce firm providing online tools and products for energy procurement and supply management. He developed several new products and acquired more than 100 national clients. EnergyWindow was acquired in 2008 by E Source. He was Senior Vice President with Indus International, a supplier of enterprise information management systems and led their energy industry executive consulting practice. He was a principal of PRISM Consulting, an executive consulting firm that assisted senior energy industry executives implement strategic planning, organizational change, performance improvement, and mergers. PRISM was acquired by Indus in 1997. He was President of TENERA, a $50 million 350-employee public professional services company, which provided services and products including energy facility engineering, power plant design and safety analysis, environmental engineering, management consulting, and enterprise information systems for power, other industry, and government clients, including the Department of Energy, during a major turn-around. He also founded, developed, and managed several divisions of other companies that provided engineering and management services to the energy industry.
He earned a bachelor of science degree from the US Naval Academy, doctor of science and masters degrees from MIT in engineering, and a masters degree in management from the Sloan School of Management while a Sloan Fellow. As a Sloan Fellow, he interacted with several dozen senior executives and officials of global 500 companies and conducted research involving management of technical professionals, innovation in professional services, and power plant training requiring travel to and interaction with utilities in France, Germany, Japan, and the US.
Rich Mignogna is Principal Consultant with Renewable & Alternative Energy Management (RAEM), LLC, a Golden, Colorado based consultancy that assists clients with strategic technology planning, technology assessment, due diligence, renewable energy management, energy resource planning, and energy policy analysis. Since founding RAEM in January of 2012, he has represented EnCana Oil & Gas and Noble Energy as an expert witness in several proceedings before the Colorado PUC, including rate cases and resource planning dockets as well as the PUC’s proceeding on Developing Scenarios Concerning the Future of Colorado’s Electric Utility Service.
From 2005 through 2011, Rich served on the Staff of the Colorado Public Utilities Commission where his principal role as a Professional Engineer and Senior Authority on Renewable Energy was to advise the commission on emerging technologies and markets in renewable and other alternative energy technologies (wind, solar, geothermal) and to analyze legislative and policy initiatives to promote clean energy generation. While there, he led many high profile projects included an analysis of the small and medium solar systems installed under the state's RPS from 2006 through 2010, a review of co-op REA compliance with the RES, an audit of the Windsource green pricing program that resulted in a restructuring of the program, and the rule making for Colorado's Community Solar Gardens. Rich served as Trial Staff lead in the litigation surrounding the first utility compliance plans filed under Colorado's Renewable Energy Standard in 2007 and as the Commission's Independent Evaluator Liaison in Xcel's 2007 resource planning docket.
Prior to coming to the PUC, for many years Rich led a small technology management consulting firm focused on technology forecasting & assessment, strategic technology planning, technology scouting, due diligence, and S&T intelligence. He was also the founding Director of the Management of Technology graduate program at the University of Denver.
Dr. Mignogna’s academic teaching experience includes graduate and undergraduate courses in Technology Forecasting & Assessment; Strategic Technology Planning; Finance & Accounting for Engineering Managers (aka Engineering Economics or Capital Budgeting for Engineers); Production/Operations Management; Statistical Process Control; and Technology, Ethics, & Social Responsibility. He has also taught numerous industrial workshops in Technology Forecasting & Assessment, S&T Intelligence throughout North America and Europe. He holds B.Sc. and M.S. engineering degrees from the Colorado School of Mines, an MBA from the University of Denver, and a Ph.D. in Operations Management from the University of Colorado at Boulder, and is a Licensed Professional Engineer in Colorado.
Michael J. Orlando is an Economic Advisors Principal Consultant and Adjunct Professor of Finance at Tulane University.
He began his career with Shell Oil Company, providing reservoir engineering and economic evaluation expertise for oil and gas exploration and development projects in the Gulf of Mexico. He also worked as an environmental engineer, ensuring environmental compliance and managing the Company's relationship to a listed Superfund site.
Dr. Orlando later served as a Research Economist in the Federal Reserve System, and then as Vice President and Branch Executive of the Fed's Denver Branch. He was responsible for regional economic research, energy markets analysis, policy advising, and public communication. Dr. Orlando also worked as Vice President for Research and Product Development at a business analytics firm, guiding media measurement algorithm development and validation.
Dr. Orlando's research spans a range of topics in applied microeconomics. He has published work on corporate governance, financial regulatory policy, the economics of payments networks, the geography and industrial demography of innovation, and energy and environmental policy. He is also a practiced teacher, has developed courses in economics, finance, and energy business strategy, and has co-authored a textbook on money and banking.
Dr. Orlando holds degrees in economics from Washington University in St. Louis, in business administration from Tulane University, and in petroleum and natural gas engineering from The Pennsylvania State University.
Steven B. Richardson, a partner in the Denver office, practices with the Energy and Natural Resources Client Service Group. He represents a wide range of oil and gas, mining and power companies, financial institutions and investors in energy and natural resource transactions and projects, including:
- Mergers and acquisitions, private equity investments and financial institution investments in oil and natural gas exploration, development, production, gathering, transportation, processing and marketing, throughout the U.S.
- Exploration and development agreements, joint ventures, participation agreements, operating agreements, gas gathering, processing and marketing agreements, production payments, leasing, surface use agreements and other project development, financing and operational arrangements involving oil and gas projects on fee, federal, state and Indian lands.
- Project development, acquisition, financing and operations for renewable and conventional power projects including wind, solar, biomass, geothermal and landfill projects, natural gas generation projects, biodiesel, ethanol and other alternative fuels projects, including site acquisition, power purchase, interconnection and transmission agreements, construction contracts, warranty agreements, feedstock supply agreements, operating and maintenance agreements and financing arrangements.
- Entity structuring, formation and governance for operating and investment entities in the oil and gas, mining and power industries, including limited liability companies and partnerships with preferred return structures, profits interests and disproportionate allocations of tax benefits.
- Tax equity investors in renewable energy projects, including Class A/B "flip" structures and leasing structures, for wind, solar, biomass, landfill, synfuel and other projects.
Lisa Roy has worked in the oil and gas industry for over 30 years and has experience in many areas including acquisitions and divestitures, land negotiation and administration, production technology, oil and gas accounting and investor relations. She has worked in Texas, Oklahoma, Kansas, North Dakota, Wyoming, Utah and Colorado. She is currently a Land Negotiator in the DJ Basin for Encana Oil & Gas (USA) Inc. She is a graduate of the University of Colorado and is a member of the Denver Association of Petroleum Landmen and the American Association of Petroleum Landmen.
Herb Rubenstein is the president of the Sustainable Business Group. Previously he was a candidate for Congress in Colorado and worked for 28 years in Washington, DC as a business consultant, lawyer, government policy specialist and author. He is the co-author of the Financial Times business book, Breakthrough, Inc.: High Growth Strategies for Entrepreneurial Organizations, the author of the American Bar Association’s Leadership for Lawyers, and has taught entrepreneurship at Colorado State University, strategic planning in the MBA program at George Washington University, and taught leadership courses at several universities.
Herb is a Phi Beta Kappa/Omicron Delta Kappa graduate in Politics and Economics from Washington and Lee University where he was Chair of the Student Curriculum Committee and Captain of the Golf Team. He was a Rotary Ambassadorial Scholar at the University of Bristol in Bristol, England and the Lyndon B. Johnson Scholar at the Lyndon B. Johnson School of Public Affairs at the University of Texas at Austin. His law degree is from Georgetown University. His expertise is business and strategic planning for businesses and large nonprofits focusing on every major aspect of the company and its operations, metrics, and its ability to absorb and manage change.
teven Seay, Ph.D., a product of Silicon Valley, California and an MIT-trained strategist, is the Managing Partner for Crimson Eagle LLC, an Executive and Management consultancy based in Minneapolis, Minnesota. Steven’s client list includes such notables as Kellogg’s, Harley-Davidson, Chicago Public Schools, Aramco and the U.S. Postal Service.
Dr. Seay is a frequent speaker, author and business/management lecturer at many institutions to include Auburn University, Nova Southeastern University, the University of Minnesota’s Carlson School of Management, Troy State University, Capella University and Southwestern College, as well as a visiting professor for Oxford University. Dr. Seay has delivered over 2,000 workshops to include Strategic Planning, Effective Communication, Managing Change, Consulting Skills and Customer Service.
Steven has served in executive roles with other notable companies such as Jostens, Best Buy, Oracle and Aramco Oil. Steven holds a B.S. degree in Organizational Psychology, an MBA in Strategy and a Ph.D. in Management and Organization Development. Dr. Seay also serves as an Advisory Board member for the Twin City Company--Pinnacle Services, Inc., a board member for the Minnesota Mental Health Association, and a former board member of the Twin Cities Human Resource Association (TCHRA).
Prior to business, Steven traveled the world training, practicing and competing in Mixed Martial Arts, specifically Kempo Karate, Brazilian Jiujutsu, Kyokushin, Aiki-Jiujutsu, and Krav Maga, and competed in Asian and Far Eastern games and cage fighting in Thailand, Vietnam, Korea, Cambodia, Japan (PRIDE) and Morocco, all of which served to bring Mixed Martial Arts to America as seen in UFC fighting. Steven’s MMA record from 1986 – 1991 was 24-3-0. Steven is teaching his two daughters, Savannah and Tess, self-defense techniques as well as striking and grappling techniques.
Melissa Wood is a proven leader with two decades of progressive marketing leadership and management consulting experience from major brands, particularly within the energy industry. Her career spans key functional marketing areas including: marketing strategy/plan development, process improvement, product management, execution and evaluation, new product and market development, brand positioning and advertising, market research and customer as well as employee communications.
In 2006, Melissa launched Advanta Consulting, LLC, a strategic marketing consulting firm. Clients include: Xcel Energy, PNM Resources, IBM Global Energy Practice, NiSource, Cricket Communications, Gates Corporation and Energy Outreach Colorado, to name a few.
Previously, she served as the Director of Marketing, Advertising and Brand Management for Xcel Energy where she led: market management, market research, information services, and advertising and brand management. Prior to Xcel Energy, Melissa held marketing and consulting positions at Qwest, R.L Polk and Gartner Group. She provided consulting services for AT&T, IBM, Gateway, NEC, Nikon, Samsonite and numerous other consumer durable companies.
Melissa earned a B.A. from Boston University and an MBA from University of Colorado, Denver.
Melissa remains dedicated to serving the community. She graduated from both Leadership Denver and is an avid volunteer. She has served as a guest lecturer for University of Colorado, Denver for the past decade. In 2011, Melissa began teaching for the GEM Program; students particularly value her enthusiasm and passion for marketing in energy and appreciate the real world examples she brings to the table. In 2012, the University of Colorado Global Energy Management students honored her with the Outstanding Professor Award.