Part I — Pre-Conference Workshop
For two decades, the ITC has shaped how solar and storage gets financed, developed, and deployed. As federal incentives phase down and safe harbor windows close, the industry faces its first true market reset — and the stakes look different depending on where you sit in the value chain.
This two-hour, closed-door workshop brings together developers, financiers, EPCs, manufacturers, utilities, investors, policy leaders, and large energy buyers — across utility-scale and distributed generation — to pressure-test assumptions and build real strategic frameworks for what comes next. This is not a panel. It is a working session designed to produce actionable output.
Participants will engage in facilitated breakouts across: capital structures beyond tax equity; merchant and hybrid revenue models in MISO and PJM; how DG and community solar deals are being structured in real time; storage value stacking; state policy pathways; supply chain resilience and FEOC compliance; and consolidation and M&A strategy.
The objective: define what survives, what scales, and what must fundamentally change — at every level of the market.
Part II — Main Conference Session
The Post-ITC Playbook: Structuring Viable Projects After 2027
The most compelling frameworks from the workshop are presented to the full IESNA Midwest audience. Leaders from across the value chain — utility-scale IPPs, distributed solar originators, and capital providers — share what they identified as the most viable paths forward. The central question: is 2027 a cliff, or the beginning of solar’s transition to true market competitiveness?
