Funding, Financing, and Credits for Clean Technology Research – June 2023

Clean technology solutions for the oil and gas sector exist at the intersection of operability and affordability.  Clean technology options exist at the intersection of brilliant ideas and comprehensive financial support.  This PTAC event will take participants along the journey of financial support from research funding for the development of those ideas, to equity/debt financing for new companies, to tax credits and carbon credits which generate net revenue streams for the ongoing support of new clean technology companies, and producers. 

Join us on June 19, 2023, at the Calgary Petroleum Club, in person, to learn how to get funding at various stages of the development and deployment of clean technologies.  A better understanding of the financial supports available can turn good ideas into good businesses.  This event is geared to everyone involved in the oil and gas clean tech space.  If you are a technology developer, learn about the financial supports.  If you are an oil and gas producer or service and supply company, you to can learn about ways to de-risk development and deployment of technology solutions being created to address those environmental footprint challenges.  If you are from government or a regulator, you can be more informed about how the clean tech ecosystem can support turning ideas into action.

We spend so much time talking about the technology options themselves, that we seldom consider the practicalities of running a business.  Here is an event where like-minded folks can network about how to address those pesky issues about money and paying bills.  And maybe in the meantime as we are doing that, we can increase the success of the sector in minimizing those environmental challenges. 


7:15 a.m. Registration, Breakfast and Networking
7:55 a.m. Opening Comments
Allan Fogwill, COO, PTAC
8:00 a.m. Research Funding Sources for Technology Development
Moderator: Marc Godin, Director, Technology, PTACTheme: How do research organizations or technology developers get funding from different government or industry organizations

Speaker 1: Federal Funding – Michele Evans, ADM, PrairiesCan
Speaker 2: Provincial Funding – Mark Summers, CIO, Emissions Reduction Alberta
Speaker 3: Research Grants – Eileen Ashmore, President, Strategic Timelines

9:00 a.m. Financing Options
Moderator: Dale Leicht, CEO, First Merchant CapitalTheme: Financial management of small growing technology development companies. Effective cashflow management, access to debt financing, access to equity financing. The importance of a business plan

Speaker 1: Private Equity – Bruce Edgelow, Managing Partner & Founder, EdgeMark
Speaker 2: Your financial business strategy – Tom West, President, Suzerain Group
Speaker 3: The Startup Journey – Steve Liang, Founder & CEO, SensorUp

10:00 a.m. Networking Break
10:30 a.m. Carbon Credits
Moderator: Wes Funk, Founder and Principal, DXD Consulting Inc
Theme: a discussion of the entire credit system 1) rules, 2) verification, 3) market prices and 4) market stabilitySpeaker 1: International perspective – Jennifer Turner, Energy Director, Equitable Origin
Speaker 2: Where are the domestic market opportunities – James Graham, CEO, Guild One
Speaker 3: Market Dynamics – Cooper Robinson, Director, Innovation Lead, Global Markets, BMO Radicle
11:30 a.m. SR&ED Credits
Moderator: Allan Fogwill, COO, PTACTheme: How to apply for credits, and what can be covered. How to deal with an audit.

Speaker 1: The SR&ED Program – Elliot Cudmore, Executive Vice President, Copoint
Speaker 2: Financing of credits – R Stewart Thompson, OKR Financial
Speaker 3: The Claimant’s Journey – Bruce Nociar, COO, Artis Exploration

12:30 p.m. Networking lunch
1:00 p.m. Lunch Speaker
The Science of Communicating Anything to Anyone – Andrea Reindl, President/Founder, Legacy Creative
1:25 p.m. Closing remarks – Dale Leicht, CEO First Merchant Capital
1:30 p.m. Adjournment