2025 Southern New England Energy Conference Schedule
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Wednesday, Sep. 24, 2025
5:00 - 7:30 pm NEW: Kickoff Reception Thursday, Sep 25, 2025 9:00 am - 10:00 am Breakfast 9:00 am - 10:00 am MEMA Board Meeting 10:00 am - 11:00 am Concurrent Breakout Sessions 11:30 am - 12:30 pm General Session for all Attendees 12:30 pm - 2:30 pm Awards Luncheon with Keynote 2:45 pm - 3:45 pm Concurrent Breakout Sessions 4:00 pm - 5:00 pm Concurrent Breakout Sessions 5:30 pm - 7:00 pm Reception Then dinner on own in Newport Friday, Sep 26, 2025 9:00 am - 10:00 am Breakfast 10:00 am - 11:00 am Concurrent Breakout Sessions 11:30 am - 12:30 pm General Session for all Attendees 12:30 pm - 1:30 pm Luncheon Schedule and presenters subject to change |
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2025 Education Sessions
The Southern New England Energy Conference is first and foremost an education conference, not a tradeshow or expo (though we do have vendors and sponsors who support our conference). The hallmark of our conference is our education offerings consisting of 12 unique breakout sessions not seen at any other industry conference or expo this year, two unique general sessions, and two keynotes.
We hope you will enjoy these sessions and find them useful!
We hope you will enjoy these sessions and find them useful!
Session Schedule Details
Thursday, September 25
9:00 am - 10:00 am
MEMA Board Meeting, ENTERPRISE ROOM
10:00 am - 11:00 am
Mass Clean Heat Standard Update - Michael Ferrante, MEMA; Joe Uglietto, Diversified Energy Specialists
Consumer anger over high gas and electric rates this past winter to support climate change programs in Massachusetts has slowed the release of a Clean Heat Standard regulation aimed at reducing the amount of all fossil fuels used for space heating. But the regulation is still expected to emerge, and it will offer opportunities for clean, renewable Bioheat fuel and electric heat pumps. In this session you will learn why the regulation has not yet been released, the impact it will have on the heating oil and propane industry in Massachusetts, and business strategies retailers can implement to prepare for a Clean Heat Standard.
WEATHERLY ROOM
Thursday, September 25
9:00 am - 10:00 am
MEMA Board Meeting, ENTERPRISE ROOM
10:00 am - 11:00 am
Mass Clean Heat Standard Update - Michael Ferrante, MEMA; Joe Uglietto, Diversified Energy Specialists
Consumer anger over high gas and electric rates this past winter to support climate change programs in Massachusetts has slowed the release of a Clean Heat Standard regulation aimed at reducing the amount of all fossil fuels used for space heating. But the regulation is still expected to emerge, and it will offer opportunities for clean, renewable Bioheat fuel and electric heat pumps. In this session you will learn why the regulation has not yet been released, the impact it will have on the heating oil and propane industry in Massachusetts, and business strategies retailers can implement to prepare for a Clean Heat Standard.
WEATHERLY ROOM
Michael Ferrante
Michael Ferrante is the president of the Massachusetts Energy Marketers Association and is a co-sponsor of the Southern New England Energy Conference.
Michael Ferrante is the president of the Massachusetts Energy Marketers Association and is a co-sponsor of the Southern New England Energy Conference.
Joe Uglietto
Joe Uglietto is the President of Diversified Energy Specialists (DES), a renewable energy consulting and environmental markets trading company. At DES, Joe trades in thermal energy portfolio standards in the northeast and is an aggregation in the Massachusetts Alternative Portfolio Standard, representing clients across renewable thermal technologies. Assisting corporations from a variety of industries achieve carbon neutrality, Joe procures carbon offset credits from technologies both domestically and internationally. Joe has consulted on projects for the National Biodiesel Board and the National Oilheat Research Alliance on a range of topics, with the common goal of decarbonizing the building sector in the northeast. Joe's recent work has focused on renewable thermal technologies and the flaws of current electrification policy.
Joe Uglietto is the President of Diversified Energy Specialists (DES), a renewable energy consulting and environmental markets trading company. At DES, Joe trades in thermal energy portfolio standards in the northeast and is an aggregation in the Massachusetts Alternative Portfolio Standard, representing clients across renewable thermal technologies. Assisting corporations from a variety of industries achieve carbon neutrality, Joe procures carbon offset credits from technologies both domestically and internationally. Joe has consulted on projects for the National Biodiesel Board and the National Oilheat Research Alliance on a range of topics, with the common goal of decarbonizing the building sector in the northeast. Joe's recent work has focused on renewable thermal technologies and the flaws of current electrification policy.
10:00 am - 11:00 am
Advancing Education in the Liquid Fuels Industry: NORA’s Recent Initiatives
- Bob O'Brien, NORA
This presentation outlines the National Oilheat Research Alliance (NORA)’s recent educational initiatives supporting the liquid heating fuels industry as it addresses renewable energy goals. The session will provide information on how NORA is providing technicians, educators, and industry representatives with training resources and knowledge relevant to ongoing industry changes. Key topics include:
Accredited Instructor Program (AIP): An overview of NORA’s AIP, which offers technical educators advanced training and materials for teaching in a low-carbon world, with the aim of maintaining instructional quality for future professionals.
Oil Tech Talk Live with NORA: Information about NORA’s podcast and webinar series introduced at the 2025 Eastern Energy Expo, which features discussions on system efficiency, technical education, and developments related to renewable fuels.
Expansion of Technical School Partnerships: Details regarding NORA’s collaborations with additional accredited technical schools, providing more opportunities for specialized training in liquid fuel heating.
IECC Code Developments: Updates on changes to the International Energy Conservation Code (IECC) and their effects on the liquid fuels heating industry.
Connecting with Gen Z and Gen Alpha: Description of NORA’s adjustments to training approaches designed to attract and involve younger generations by adapting content to new learning preferences, helping address future workforce needs.
FREEDOM ROOM
Advancing Education in the Liquid Fuels Industry: NORA’s Recent Initiatives
- Bob O'Brien, NORA
This presentation outlines the National Oilheat Research Alliance (NORA)’s recent educational initiatives supporting the liquid heating fuels industry as it addresses renewable energy goals. The session will provide information on how NORA is providing technicians, educators, and industry representatives with training resources and knowledge relevant to ongoing industry changes. Key topics include:
Accredited Instructor Program (AIP): An overview of NORA’s AIP, which offers technical educators advanced training and materials for teaching in a low-carbon world, with the aim of maintaining instructional quality for future professionals.
Oil Tech Talk Live with NORA: Information about NORA’s podcast and webinar series introduced at the 2025 Eastern Energy Expo, which features discussions on system efficiency, technical education, and developments related to renewable fuels.
Expansion of Technical School Partnerships: Details regarding NORA’s collaborations with additional accredited technical schools, providing more opportunities for specialized training in liquid fuel heating.
IECC Code Developments: Updates on changes to the International Energy Conservation Code (IECC) and their effects on the liquid fuels heating industry.
Connecting with Gen Z and Gen Alpha: Description of NORA’s adjustments to training approaches designed to attract and involve younger generations by adapting content to new learning preferences, helping address future workforce needs.
FREEDOM ROOM
Robert O'Brien
Bob is the Director of Education for NORA. He's NATE certified, holds the NORA Certifications, EPA Universal certifications and holds both the plumbing and electrical Licenses of Suffolk County, NY
Bob is the Director of Education for NORA. He's NATE certified, holds the NORA Certifications, EPA Universal certifications and holds both the plumbing and electrical Licenses of Suffolk County, NY
10:00 am - 11:00 am
Recruitment Marketing: Fueling Your Workforce - David Heiser, PriMedia; Gerry Brien, Consumer Focus
If you’re like most in the industry, your company may be looking to hire one or more service technicians, installers, drivers, or office staff. In fact, at least 59% of U.S. energy companies have 1- 5 vacant positions to fill. That means being quick to the recruitment game—and playing it the right way—makes all the difference in onboarding new talent before your competition gets to them first.
Are you putting out the welcome mat for potential employees, or are you unknowingly putting up obstacles that make it more difficult for them to apply?
Hear from PriMedia on what it takes to reach and recruit your next star employee in the digital age — and in time to have them outperforming come winter. Hear from Consumer focus on the pros and cons on hiring from technical high schools.
COLUMBIA ROOM
Recruitment Marketing: Fueling Your Workforce - David Heiser, PriMedia; Gerry Brien, Consumer Focus
If you’re like most in the industry, your company may be looking to hire one or more service technicians, installers, drivers, or office staff. In fact, at least 59% of U.S. energy companies have 1- 5 vacant positions to fill. That means being quick to the recruitment game—and playing it the right way—makes all the difference in onboarding new talent before your competition gets to them first.
Are you putting out the welcome mat for potential employees, or are you unknowingly putting up obstacles that make it more difficult for them to apply?
Hear from PriMedia on what it takes to reach and recruit your next star employee in the digital age — and in time to have them outperforming come winter. Hear from Consumer focus on the pros and cons on hiring from technical high schools.
COLUMBIA ROOM
David Heiser
David is Regional Sales & Marketing Coordinator, PriMedia, Inc. and has represented PriMedia for over 21 years. Working with marketers of all sizes across the home comfort industry as well as local, state and national associations. Consulting on all facets of their marketing programs, as well as providing sales, customer service and other industry trainings. David has not only represented PriMedia, but has also been an advocate for the industry through trainings/workshops for Real Estate and Home Inspector professionals.
David is Regional Sales & Marketing Coordinator, PriMedia, Inc. and has represented PriMedia for over 21 years. Working with marketers of all sizes across the home comfort industry as well as local, state and national associations. Consulting on all facets of their marketing programs, as well as providing sales, customer service and other industry trainings. David has not only represented PriMedia, but has also been an advocate for the industry through trainings/workshops for Real Estate and Home Inspector professionals.
Gerry Brien is the Senior Vice President of Consumer Focus™, a marketing firm that specializes in developing strategic communications for the home heating oil and propane industry. Gerry has nearly two decades of experience in helping energy companies of all sizes across the U.S. take their businesses to the next level by using creative marketing to boost sales and increase profits.
11:30 am - 12:30 pm
GENERAL SESSION: Canadian Energy and Trade Policies
Tariffs are dominating the national news, and how they affect one of America's major trading partners will profoundly affect us, especially for petroleum products. Total trade with Canada amounted to about $429 billion through July of this year, about 13% of total US trade making Canada the US's second largest trading partner behind Mexico. In this general session, you'll hear from a representative from the Canadian government who will update us on the current trade situation and impacts on energy supply. Canada exported some $125 billion in petroleum products to the U.S. in 2024. Canadian petroleum imports are particularly critical for New England. - SALON III/IV
GENERAL SESSION: Canadian Energy and Trade Policies
Tariffs are dominating the national news, and how they affect one of America's major trading partners will profoundly affect us, especially for petroleum products. Total trade with Canada amounted to about $429 billion through July of this year, about 13% of total US trade making Canada the US's second largest trading partner behind Mexico. In this general session, you'll hear from a representative from the Canadian government who will update us on the current trade situation and impacts on energy supply. Canada exported some $125 billion in petroleum products to the U.S. in 2024. Canadian petroleum imports are particularly critical for New England. - SALON III/IV
Michael Pizziferri is Senior Officer, Public and Economic Affairs at the Consulate General of Canada in Boston he has been responsible for energy and environmental policy for the Canadian Consulate in Boston since 2023. The Consulate represents Canada’s interests in New England. Michael is a Canadian-American dual citizen and has spent a decade advancing US-Canada relations in his career. Prior to joining the Consulate, Michael spent seven years with the Quebec Government, focused on the energy relationship between Quebec and New England. He has also spent time working in Massachusetts politics and with a diverse set of nonprofit organizations.
12:30 pm - 2:00 pm
Luncheon - SALON III-IV
1:00 pm - 1:20 pm
CEMA Annual Meeting / Awards. Celebrating CEMA's 75th Anniversary and MEMA's 70th Anniversary! - SALON III-IV
1:20 pm - 2:00 pm
KEYNOTE: The Northeast Moves to Cleaner Fuels - Paul Nazzaro, Clean Fuels Alliance America
SALON III-IV
Luncheon - SALON III-IV
1:00 pm - 1:20 pm
CEMA Annual Meeting / Awards. Celebrating CEMA's 75th Anniversary and MEMA's 70th Anniversary! - SALON III-IV
1:20 pm - 2:00 pm
KEYNOTE: The Northeast Moves to Cleaner Fuels - Paul Nazzaro, Clean Fuels Alliance America
SALON III-IV
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Paul Nazzaro
Paul leads The Nazzaro Group, spearheading the nationwide commercialization of low-carbon liquid fuels, particularly in the heating oil sector where he played a pivotal role in transitioning to Bioheat®. With nearly three decades of dedication to Clean Fuels Alliance America, Paul has been key in crafting and executing training and communication initiatives, enlightening the supply chain about the benefits of low-carbon liquid fuels. Paul was responsible for the highly successful social media campaign with Donnie Wahlberg to promote understanding of Bioheat® fuels. |
2:15 pm - 3:15 pm
It’s not your BOS, it’s those &*#$%* Heat Pumps - Danny Silverman, Angus Energy
When extreme cold hits, supplemental heating systems like heat pumps and pellet stoves are not designed to carry the demand dictated by lower-than-normal temperatures, driving up oil consumption, lowering K-factors, and increasing runouts. Many fuel dealers saw unexpected delivery spikes this past winter because traditional forecasting didn’t account for these failures. This session breaks down why K-factors drop, how to anticipate demand shifts, and what steps—like predictive analytics, customer education, and tank monitoring—can help you avoid costly surprises next winter.
WEATHERLY ROOM
It’s not your BOS, it’s those &*#$%* Heat Pumps - Danny Silverman, Angus Energy
When extreme cold hits, supplemental heating systems like heat pumps and pellet stoves are not designed to carry the demand dictated by lower-than-normal temperatures, driving up oil consumption, lowering K-factors, and increasing runouts. Many fuel dealers saw unexpected delivery spikes this past winter because traditional forecasting didn’t account for these failures. This session breaks down why K-factors drop, how to anticipate demand shifts, and what steps—like predictive analytics, customer education, and tank monitoring—can help you avoid costly surprises next winter.
WEATHERLY ROOM
Danny Silverman
Danny Silverman joined Angus Energy in 2006 and has since been an integral member of the Angus Energy management team. Prior to joining Angus Energy, Mr. Silverman was a partner in a mortgage banking firm where he specialized in marketing products and services as well as developing benchmarking data for the mortgage industry on a national level. Mr. Silverman now represents Angus Energy to clients throughout the United States. He consults with Angus clients on Marketing, Business Intelligence, Analytics and Operational Efficiency. Mr. Silverman has 35 years of experience consulting in these arenas.
Danny Silverman joined Angus Energy in 2006 and has since been an integral member of the Angus Energy management team. Prior to joining Angus Energy, Mr. Silverman was a partner in a mortgage banking firm where he specialized in marketing products and services as well as developing benchmarking data for the mortgage industry on a national level. Mr. Silverman now represents Angus Energy to clients throughout the United States. He consults with Angus clients on Marketing, Business Intelligence, Analytics and Operational Efficiency. Mr. Silverman has 35 years of experience consulting in these arenas.
2:15 pm - 3:15 pm
NORA Technical Projects Update
- Dr. Tom Butcher, Neehad Islam, Ryan Kerr, NORA
The NORA research team provides a comprehensive overview of their ongoing combustion research and field studies focused on biofuels, particularly B100 and RD, highlighting key challenges and findings. Learn about the team's efforts to evaluate fuel performance and fuel stability through lab tests and real-world monitoring at sites throughout the Northeast. Approaches aimed at accommodating the storage of fuels with high cloud points in outdoor tanks are also discussed. The presentation details short- and long-term cycle testing developed by NORA to investigate the causes of head coking and formulate solutions to prolong equipment lifespan. Additionally, the team presents ongoing research into advanced biofuels and their work toward defining EL as a fuel under ASTM standards, offering insights into both technical challenges and potential solutions for optimizing biofuel use in heating systems.
FREEDOM ROOM
NORA Technical Projects Update
- Dr. Tom Butcher, Neehad Islam, Ryan Kerr, NORA
The NORA research team provides a comprehensive overview of their ongoing combustion research and field studies focused on biofuels, particularly B100 and RD, highlighting key challenges and findings. Learn about the team's efforts to evaluate fuel performance and fuel stability through lab tests and real-world monitoring at sites throughout the Northeast. Approaches aimed at accommodating the storage of fuels with high cloud points in outdoor tanks are also discussed. The presentation details short- and long-term cycle testing developed by NORA to investigate the causes of head coking and formulate solutions to prolong equipment lifespan. Additionally, the team presents ongoing research into advanced biofuels and their work toward defining EL as a fuel under ASTM standards, offering insights into both technical challenges and potential solutions for optimizing biofuel use in heating systems.
FREEDOM ROOM
Dr. Tom Butcher
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Neehad Islam
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Ryan Kerr
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2:15 pm - 3:15 pm
Fueling the Future: Preparing for Higher Biodiesel Mandates in RI, NY & CT
– Leo Verruso, Advanced Fuel Solutions; Gerry Brien, TankSure
With Rhode Island, New York and Connecticut advancing their biodiesel blending mandates, discover how to shift the heating fuel conversation from cost to true value. In this fast-paced session, you'll learn how to equip customer-facing employees with the skills to highlight Bioheat® fuel’s benefits, confidently address pricing questions, and position your company as the smart, local choice for cleaner, better-performing home heat.
You’ll learn how to:
COLUMBIA ROOM
Fueling the Future: Preparing for Higher Biodiesel Mandates in RI, NY & CT
– Leo Verruso, Advanced Fuel Solutions; Gerry Brien, TankSure
With Rhode Island, New York and Connecticut advancing their biodiesel blending mandates, discover how to shift the heating fuel conversation from cost to true value. In this fast-paced session, you'll learn how to equip customer-facing employees with the skills to highlight Bioheat® fuel’s benefits, confidently address pricing questions, and position your company as the smart, local choice for cleaner, better-performing home heat.
You’ll learn how to:
- Explain what Bioheat® fuel is—and what it’s not—in simple, relatable terms
- Confidently address pricing questions by highlighting long-term value
- Share environmental and performance benefits that resonate with customers
- Position your company as a trusted, local provider in a competitive market
COLUMBIA ROOM
Leo Verruso
General Manager Advanced Fuel Solutions. With three decades of experience spanning college internships, service, delivery, fuel sales, and system equipment installations, Leo is grateful to have been a part of an industry that has achieved remarkable milestones. The most rewarding aspect of his career has been contributing to enhanced customer experiences with all fuels while simultaneously delivering benefits to fuel companies that service them.
General Manager Advanced Fuel Solutions. With three decades of experience spanning college internships, service, delivery, fuel sales, and system equipment installations, Leo is grateful to have been a part of an industry that has achieved remarkable milestones. The most rewarding aspect of his career has been contributing to enhanced customer experiences with all fuels while simultaneously delivering benefits to fuel companies that service them.
Gerry Brien
Gerry Brien is the Senior Vice President of Consumer Focus™, a marketing firm that specializes in developing strategic communications for the home heating oil and propane industry. Gerry has nearly two decades of experience in helping energy companies of all sizes across the U.S. take their businesses to the next level by using creative marketing to boost sales and increase profits.
Gerry Brien is the Senior Vice President of Consumer Focus™, a marketing firm that specializes in developing strategic communications for the home heating oil and propane industry. Gerry has nearly two decades of experience in helping energy companies of all sizes across the U.S. take their businesses to the next level by using creative marketing to boost sales and increase profits.
3:30 pm - 4:30 pm
3 Dealers. 3 Playbooks. An Online Fuel Sales Blueprint - Brookes Townsend,Townsend Energy; Julie Valvo, Wilcox Energy; Doug Miller, Roberts Discount and CT Valley Oil; Andrew Maderia, Maderia Group
Online fuel sales aren’t just a trend—they’re becoming a core part of how leading dealers grow and diversify their business. But there’s no single path to success. In this live panel, you’ll hear from three fuel dealers who’ve each taken a different approach to building an online business—whether launching a new brand, acquiring and repurposing a will-call company, or using their legacy brand to expand online. Joining them is Andrew Maderia, a marketing strategist who’s helped dealers turn these models into results.
Moderated by Danny Silverman of Angus Energy, this session brings together real stories, lessons learned, and field-tested strategies from every angle—marketing, operations, and ownership.
During this panel, we’ll talk about:
· 3 different models for building an online fuel business—and which may fit your goals
· How real dealers are driving traffic and converting online customers
· What technology and marketing strategies make the biggest difference
· How to align online sales with your existing operational model
Whether you’re considering online fuel sales for the first time or looking to grow an existing online fuel business, this session will give you practical lessons and strategies from dealers just like you.
WEATHERLY ROOM
3 Dealers. 3 Playbooks. An Online Fuel Sales Blueprint - Brookes Townsend,Townsend Energy; Julie Valvo, Wilcox Energy; Doug Miller, Roberts Discount and CT Valley Oil; Andrew Maderia, Maderia Group
Online fuel sales aren’t just a trend—they’re becoming a core part of how leading dealers grow and diversify their business. But there’s no single path to success. In this live panel, you’ll hear from three fuel dealers who’ve each taken a different approach to building an online business—whether launching a new brand, acquiring and repurposing a will-call company, or using their legacy brand to expand online. Joining them is Andrew Maderia, a marketing strategist who’s helped dealers turn these models into results.
Moderated by Danny Silverman of Angus Energy, this session brings together real stories, lessons learned, and field-tested strategies from every angle—marketing, operations, and ownership.
During this panel, we’ll talk about:
· 3 different models for building an online fuel business—and which may fit your goals
· How real dealers are driving traffic and converting online customers
· What technology and marketing strategies make the biggest difference
· How to align online sales with your existing operational model
Whether you’re considering online fuel sales for the first time or looking to grow an existing online fuel business, this session will give you practical lessons and strategies from dealers just like you.
WEATHERLY ROOM
3:30 pm - 4:30 pm
100% Renewable Liquid Heating - Renewable Diesel & Biodiesel Blends Field Study
- Michael Devine and Dr. Tom Butcher, NORA
The National Oilheat Research Alliance (NORA) in conjunction with Chevron are in the midst of a 150-sites field study in Massachusetts and Pennsylvania, where blends of Renewable Diesel and Biodiesel are being distributed throughout 2025. This is one of the largest field studies that the NORA team have initiated and the goals are to see how 100% renewable fuels stand up over an entire heating season. NORA and Chevron will have some very exciting observations and technical data to share with those in attendance.
FREEDOM ROOM
100% Renewable Liquid Heating - Renewable Diesel & Biodiesel Blends Field Study
- Michael Devine and Dr. Tom Butcher, NORA
The National Oilheat Research Alliance (NORA) in conjunction with Chevron are in the midst of a 150-sites field study in Massachusetts and Pennsylvania, where blends of Renewable Diesel and Biodiesel are being distributed throughout 2025. This is one of the largest field studies that the NORA team have initiated and the goals are to see how 100% renewable fuels stand up over an entire heating season. NORA and Chevron will have some very exciting observations and technical data to share with those in attendance.
FREEDOM ROOM
Michael Devine
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Dr. Thomas Butcher
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3:30 pm - 4:30 pm
Unpacking the One Big Beautiful Bill Act for Energy Companies - Marty Kirshner, Brad Carlson, Gray, Gray and Gray
In July, President Trump signed the "One Big Beautiful Bill Act.” Join Gray, Gray & Gray Partners Brad Carlson and Marty Kirshner for an insightful session tailored specifically for the oil heat and propane industry to help you better understand the impact on your energy business and personal finances. As Tax Partner, Brad will provide an overview of the updated regulations and tax rates, and as Partner & Energy Practice Chair, Marty will help break down exactly what energy companies and their owners need to understand to navigate the changing tax landscape effectively. They’ll cover corporate topics ranging from the extension of R&D expensing, to restoration of 100% bonus depreciation, restrictions on EBITDA-based decision, changes in corporate tax rates, and business interest deduction changes. Plus, they’ll take a closer look at individual impacts including: estate tax exemption increase, SALT cap increase, changes in top marginal tax rate, hikes in capital gains and dividend tax rates, the expanded Child Tax Credit, elimination of Electric Vehicle Tax Credit, Auto Loan Interest Deduction, and temporary increase in Standard Deductions.
This session is designed to help oil heat and propane companies, as well as their owners, understand the implications of these changes and identify strategies to optimize their tax positions. Don’t miss this opportunity to stay ahead in a rapidly evolving tax environment!
COLUMBIA ROOM
Unpacking the One Big Beautiful Bill Act for Energy Companies - Marty Kirshner, Brad Carlson, Gray, Gray and Gray
In July, President Trump signed the "One Big Beautiful Bill Act.” Join Gray, Gray & Gray Partners Brad Carlson and Marty Kirshner for an insightful session tailored specifically for the oil heat and propane industry to help you better understand the impact on your energy business and personal finances. As Tax Partner, Brad will provide an overview of the updated regulations and tax rates, and as Partner & Energy Practice Chair, Marty will help break down exactly what energy companies and their owners need to understand to navigate the changing tax landscape effectively. They’ll cover corporate topics ranging from the extension of R&D expensing, to restoration of 100% bonus depreciation, restrictions on EBITDA-based decision, changes in corporate tax rates, and business interest deduction changes. Plus, they’ll take a closer look at individual impacts including: estate tax exemption increase, SALT cap increase, changes in top marginal tax rate, hikes in capital gains and dividend tax rates, the expanded Child Tax Credit, elimination of Electric Vehicle Tax Credit, Auto Loan Interest Deduction, and temporary increase in Standard Deductions.
This session is designed to help oil heat and propane companies, as well as their owners, understand the implications of these changes and identify strategies to optimize their tax positions. Don’t miss this opportunity to stay ahead in a rapidly evolving tax environment!
COLUMBIA ROOM
Marty Kirshner
Marty Kirshner, CPA, MSA, is the Partner leading the Energy Practice Group at Gray, Gray & Gray, LLP. He serves fuel oil and propane clients as a strategic advisor and consultant on all aspects of financial and business operations.
Marty Kirshner, CPA, MSA, is the Partner leading the Energy Practice Group at Gray, Gray & Gray, LLP. He serves fuel oil and propane clients as a strategic advisor and consultant on all aspects of financial and business operations.
Friday, September 26
10:00 am - 11:00 am
Ahead of the Curve: Proactive Risk Management for New England's Evolving Energy Markets - Elaine Levin, Powerhouse
The energy landscape is undergoing a profound transformation, presenting both challenges and opportunities for fuel marketers. This session, led by Elaine Levin of Powerhouse, will equip you with proactive strategies to navigate this complex environment.
Ahead of the Curve: Proactive Risk Management for New England's Evolving Energy Markets - Elaine Levin, Powerhouse
The energy landscape is undergoing a profound transformation, presenting both challenges and opportunities for fuel marketers. This session, led by Elaine Levin of Powerhouse, will equip you with proactive strategies to navigate this complex environment.
- The New Global Oil Order: Unpacking the surprising shifts in global oil demand patterns.
- The Electrification Crossroads: Oil vs. Rising Electricity Costs - We'll analyze the escalating costs of electricity, contrasting them with the current and projected dynamics of oil prices. Understand the economic pressures on consumers and how this evolving energy cost equation impacts your business and customer choices.
- Navigating the Biofuel Mandate: New biodiesel mandates are now in effect in Connecticut, New York, and Rhode Island. We'll discuss the nuances of biofuel costs and supply considerations.
- Putting it all together – Opportunities for the New England Fuel Marketer: In this dynamic environment, merely reacting to market shifts is not enough. Beyond offering customer pricing programs, marketers can implement a comprehensive, enterprise-level strategy designed to offer targeted margin protection and uncover new opportunities in the evolving energy landscape.
Elaine Levin
Elaine Levin has worked in energy futures since 1988, creating and executing hedging strategies for energy producers, distributors, and end-users. Elaine has lectured on energy futures before many state associations and taught the topic at numerous professional meetings, including the nationally recognized Fuel Management University.
Elaine Levin has worked in energy futures since 1988, creating and executing hedging strategies for energy producers, distributors, and end-users. Elaine has lectured on energy futures before many state associations and taught the topic at numerous professional meetings, including the nationally recognized Fuel Management University.
10:00 am - 11:00 am
Hiring & Retaining Future Leaders – Dan Hitman, Federated Insurance
A company’s hiring and employee retention practices communicate a lot about its culture. Many employers agree that bringing qualified applicants into their business is one of their primary challenges, and today’s competitive employment market can make it even harder to land top talent. This discussion focuses on ways to find quality applicants in your industry, establish strong and consistent hiring practices, and reinforces the value of continuous recruiting and employee retention to distinguish you as an “employer of choice.”
COLUMBIA ROOM
Hiring & Retaining Future Leaders – Dan Hitman, Federated Insurance
A company’s hiring and employee retention practices communicate a lot about its culture. Many employers agree that bringing qualified applicants into their business is one of their primary challenges, and today’s competitive employment market can make it even harder to land top talent. This discussion focuses on ways to find quality applicants in your industry, establish strong and consistent hiring practices, and reinforces the value of continuous recruiting and employee retention to distinguish you as an “employer of choice.”
COLUMBIA ROOM
Dan Hitman
Dan is an Account Executive in the Association Risk Management Services department of Federated Insurance. Dan is responsible for managing Federated’s association and buying group partners in Maine, Vermont, New Hampshire, Massachusetts, Connecticut, Rhode Island, New York, New Jersey, Maryland and Delaware.
Dan is an Account Executive in the Association Risk Management Services department of Federated Insurance. Dan is responsible for managing Federated’s association and buying group partners in Maine, Vermont, New Hampshire, Massachusetts, Connecticut, Rhode Island, New York, New Jersey, Maryland and Delaware.
Mastering the 7 A’s of Customer Acquisition - Ashley Campbell, Warm Thoughts Communications and Jeff Stein, LocalIQ
Fuel companies face an increasingly challenging landscape when it comes to attracting new customers, and it’s only going to get tougher as buying behaviors shift and new platforms replace the ones you’ve gotten used to. In this session, you’ll hear from the experts who are guiding businesses like yours through the customer acquisition maze and you’ll learn how to make the most of your limited resources to grow your customer count.
We’ll introduce a practical framework to help you understand and leverage the 7 A’s of Customer Acquisition: automation, attribution, analysis, accountability, affordability, artificial intelligence, and actionable insights. Each offers a key lens to sharpen your strategy and improve results.
Your presenters are Ashley Campbell of Warm Thoughts Communications, the industry’s leading digital marketing agency, and Jeff Stein of LocalIQ—a Google Premier Partner and one of the world’s largest media networks as part of USA Today/Gannett.
If growth is a top priority, these 60 minutes will help you hit your customer growth goals while increasing company value and profitability.
FREEDOM ROOM
Fuel companies face an increasingly challenging landscape when it comes to attracting new customers, and it’s only going to get tougher as buying behaviors shift and new platforms replace the ones you’ve gotten used to. In this session, you’ll hear from the experts who are guiding businesses like yours through the customer acquisition maze and you’ll learn how to make the most of your limited resources to grow your customer count.
We’ll introduce a practical framework to help you understand and leverage the 7 A’s of Customer Acquisition: automation, attribution, analysis, accountability, affordability, artificial intelligence, and actionable insights. Each offers a key lens to sharpen your strategy and improve results.
Your presenters are Ashley Campbell of Warm Thoughts Communications, the industry’s leading digital marketing agency, and Jeff Stein of LocalIQ—a Google Premier Partner and one of the world’s largest media networks as part of USA Today/Gannett.
If growth is a top priority, these 60 minutes will help you hit your customer growth goals while increasing company value and profitability.
FREEDOM ROOM
Ashley Campbell is the Northeast & Mid-Atlantic Sales Manager at Warm Thoughts Communications. Having been in digital marketing her entire career, Ashley is an expert in the consumer buying cycle, marketing your business and is committed to cultivating strong partnerships in the fuel marketer and the home service industries. She started in the agency world, and later moved to digital media and advertising, working for large tech-based companies such as Yahoo and CarGurus. Ashley is passionate about connecting the dots to help companies strengthen their brand, acquire new customers, and become more profitable. In her spare time, she enjoys biking and playing catch with Charlotte, her Aruban rescue dog.
Jeff Stein is a nationally recognized Strategic Solutions Expert with nearly two decades of experience in digital marketing. As a Senior Marketing Strategist at LocaliQ, he specializes in data-driven strategies that leverage technology to drive revenue, improve operations, and help businesses navigate the evolving digital landscape. Known for his expertise in profit-driven marketing, SaaS platforms, and business analysis, Jeff has built lasting client relationships, with many staying with him for over 15 years. A sought-after thought leader and speaker, he has lectured at Google and mentored future leaders across industries. Jeff has earned numerous awards, including The Legacy Award, and has ranked in the top 1% of sales for over a decade.
When Should You Fire Your Child From the Family Business? - Carol Hannigan, Banyan Global Family Business Advisors
If you're reading this, you're likely in a family-run business. Whether you're a first generation or a fifth generation business, you already know that family dynamics make your business far more complex to run and manage than a non-family business. This session will discuss incorporating family members into the business: bringing them in, evaluating their contributions and the most delicate issue of all - transitioning them out of the company, whether voluntarily or not. Salon III - IV
If you're reading this, you're likely in a family-run business. Whether you're a first generation or a fifth generation business, you already know that family dynamics make your business far more complex to run and manage than a non-family business. This session will discuss incorporating family members into the business: bringing them in, evaluating their contributions and the most delicate issue of all - transitioning them out of the company, whether voluntarily or not. Salon III - IV
Carol Hannigan
Caroll is a Principal at Banyan Global Family Business Advisors. As an advisor, attorney, and former family office executive, Carol helps and empowers owners of complex family enterprises, which often include family offices, to manage through conflict and make great decisions together as stewards of their financial and human capital.
Caroll is a Principal at Banyan Global Family Business Advisors. As an advisor, attorney, and former family office executive, Carol helps and empowers owners of complex family enterprises, which often include family offices, to manage through conflict and make great decisions together as stewards of their financial and human capital.
12:30 pm - 1:30 pm
Luncheon & Raffle
SALON III/IV
Luncheon & Raffle
SALON III/IV