11 Finance Lab Lisa Sundeen [email protected] March 9, 2015 1.

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Finance Lab

Lisa [email protected]

March 9, 2015

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Background

• Colorado College• Coalition for Green Capital• OneRoof Energy, Inc.

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Colorado College

• International Political Economy • Studied in Valparaiso, Chile• Thesis about social capital and microfinance efficacy • Played varsity lacrosse

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First full-time job: Coalition for Green Capital• Learned a TON• Met a TON of people It’s like reaching the end

of a moving walkway, you can go any direction

but you must take a step

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Green Banks

• Coalition for Green Capital's mission is to establish green banks at the state, federal, and international levels in order to minimize greenhouse gas emissions and maximize the deployment of clean electricity and energy efficiency.

• Public or quasi-public financial institutions with the mission of leveraging public capital to encourage private investment in clean energy and energy efficiency – Usually set up at the state level through legislation – Technology agnostic – Fiscally sustainable

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My role(s)

• NY Green Bank business plan• MN Green Bank proposal• CA Green Bank legislation and coordination• Green Bank economic modeling• Fundraising• Blog, website, social media, newsletters

*Be present*No task too big or too small

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OneRoof Energy, Inc. • Established 2011• Solar financing, installation,

monitoring company• Headquartered in San Diego,

operates in CA, HI, AZ, NY, MA• Traded on the Toronto Stock

Exchange

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My role(s)

• Project Coordinator– Rebates, interconnection, waivers– Customer service– Process Development– Project Management

• Research and Data Analyst – Competitor research– Prepare market intelligence reports– Market, policy research

Eat lunch [with colleagues];Be flexible and nimble

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Conclusions

• Preparation may be more about soft skills than hard skills • Be present and persistent • Read and write…as much as possible• Eat lunch

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Resources

• Start with Why, TED Talk – Simon Sinek • This is Water, Speech – David Foster Wallace• Crucial Conversations, Book – Kerry Patterson• Event on Publishing Thoughts and Advice for

Young Faculty, Memo – Andrew Oswald• Lean In, Book – Sheryl Sandberg

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Thank you!

Lisa [email protected]