November 13th, 2023 / Berkeley, California
Heat Pump Summit 2023
The inaugural U.S. Heat Pump Summit was held in Berkeley, California at UC Berkeley.
Total In Person Attendance
Contractors & Building Professionals
Speakers & Exhibitors
Hours of Expert Training & Content
Join the Summit Community For:
  • Articles on new tech for contractors
  • Invites to Heat Pump Happy Hours
  • Summit updates
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Panama Bartholomy
Founder and Executive Director, Building Decarbonization Coalition
Charles Cormany
Executive Director, Efficiency First CA
Eric Kaiser
TruTech Tools, Industry Engagement Manager
Larry Waters
President, Electrify My Home
Jane Melia
Harvest Thermal, CEO
Rafael Reyes
Director of Energy Programs, Peninsula Clean Energy
Alejandra Posada
Residential Programs Manager, Peninsula Clean Energy
J. Kelly Hearnsberger
VP, Advanced Product Marketing & Innovation, Daikin Comfort Technologies
Taylor Keep
SPAN Staff PM, fmr Stow Energy founder
TJ Wheeler
Friedrich, SVP Sales & Marketing
Joe Medosch
MeasureQuick Client Success Manager
Samir Pendse
Coral Co-founder & CEO
Will Baker
Google Nest
Phil Krinner
Arch Co-founder
Benjamin Knopp
Community Housing Partners, Project Manager
Aimee Bailey, Founder & CEO
Ben Foster
Barnett Plumbing, VP of Operations
Tom Kabat
Energy Engineer, Freelance
Paul Lambert
Founder & CEO, Quilt
Matt Golden
Recurve, Founder & CEO
Dan Perunko
President of Balance Point Home Performance
2023 Training for Contractors - East Room

This all day breakout on the training stage is specifically for HVAC and plumbing contractors. Learn from experts for end to end knowledge from addressing customer objections to detailed sizing techniques, and get certified for TECH Clean CA's new heat pump water heater rebate program.

8:30a - 9:20a

Keynote, Opening Remarks (West Pauley Room)

Opening the Summit with title sponsor PACE Supply and distinguished keynote speaker Panama Bartholomy

// Panama Bartholomy of Building Decarbonization Coalition, Steve Dockerty of PACE Supply

9:30a -10:45a

From the field - Heat pump essentials for a successful business

Larry and the Electrify My Home team have been selling only heat pumps for air and water for many years. He will share hard learned lessons for creating comfortable homes in air and water, happy customers, and the lightest impact on the grid.

// Larry Waters, President at Electrify My Home

10:45a - 12:15p
In Training Room

Deep dive - Air & Water Heat pump sizing & system design, common mistakes & advanced tricks

Ben Knopp's heat pump obsession goes back over a decade to engineering heat pump technology at Daikin. Since then he's designed and advised on hundreds of heat pump installations, and will go detailed from initial heat load sizing to performance testing and verification.

// Benjamin Knopp, project manager and building engineer from Community Housing Partners

10:45a - Noon
In Expo Hall

Plumbing and water heaters - Exhibit Hall Meet and Greet

Meet and greet with top heat pump water heater manufacturers. View new products and get up to speed on latest from leading companies. Learning more on key topics like demand response capable equipment - a requirement for many rebate programs.

12:15p - 1:30p

Lunch - Exhibitors and Speaker Led Roundtables

Visit exhibitor tables of companies, rebate implementers, and utilities.

11a - 12:15p

Proven Improvements to your sales process from a 7 figure closer

Jason has a passion for helping people and getting them to succeed at their NEXT LEVEL! He rose from warehouse shop cleaner to a top salesperson producing as much as $3.8 million in revenue per year with a closing average of 65-70%. In this session Jason will give a one hour version of his multi day courses covering seven key areas where most sales professionals leave money on the table, and what you can do to close those sales.

// Jason Walker AKA Jay Dub Money Maker - Jason's YouTube

1:30p - 2:30p

Heat Pump Water Heater Rheem Manufacturer training Hosted by PACE Supply

Qualify to participate in TECH Clean CA's newest HPWH rebate program. Hosted by PACE Supply and Rheem.

2:30p - 3:00p

Demystifying Plumbing and HVAC Rebate Programs: Q&A with Program Representatives

Which programs are active, how do do they last, can we stack them...? Come understand the different offerings from TECH Clean CA, Golden State Rebates, Comfortably California, and Clean Energy Connection

3:00p - 3:30p

Afternoon Exhibitor Break

Visit exhibitor tables of companies, rebate implementers, and utilities.

3:30p - 5p

HVAC Heat pump Commissioning - A building science approach to Long equipment lifespan And Occupant Satisfaction

Joe Medosch and MeasureQuick will be providing a detailed look as to why commissioning is critical for any fully ducted heat pump installation, and how to perform it correctly. He will also address two of the most common failures - not so fast - come to the session and learn about the entire installation process.

// Joe Medosch, Client Success Manager at MeasureQuick | Dan Perunko, President of Balance Point Home Performance

Rebate Organizations Exhibiting

The Summit is gathering rebate issuing organizations to get your questions answered and companies enrolled via exhibit tables and Q&A sessions.

2023 Main Stage - West Room

Final call for speakers! To speak or suggest topics, email Sessions subject to change.

8:30a - 9:20a

Keynote, Opening Remarks

Opening the Summit with title sponsor PACE Supply and distinguished keynote speaker Panama Bartholomy

// Panama Bartholomy of Building Decarbonization Coalition

9:30a - 10:15a

Panel: Over (Heat) Pumping the Grid

Since heating and hot water consumes 2/3rds of home energy, what will happen on cold winter mornings and evenings when we electrify heating and hot water? To achieve California’s clean energy goals at lowest cost, the future of HVAC and water heating has to be smart, connected and able to provide grid services like load shifting and demand response.

// Jane Melia of Harvest Thermal, Matt Golden of Recurve, Rafael Reyes of Peninsula Clean Energy

10:15a - 10:45a

Heat Pumps and Smart Controls

Heat pumps bring innovation and higher precision technology to the home. Demand response and flexible load programs bring innovation to the grid. How do smart thermostats maximize these new innovations for home owner and contractors?

// Will Baker, Google Nest

10:45a - 11:30a

Panel: Dollars and Cents - Closing the sale with rebates and tax credits

How can you leverage all available incentive offerings into a simple sale for a customer? Panel discusses financing barriers like upfront costs and how different players are addressing those. Hear from a rebate provider and new startups offering software to simplify the process.

// Samir Pendse of Coral, Blake Herrschaft of Peninsula Clean Energy, Aimee Bailey of

11:30a - noon

Lessons learned from Thousands of heat pump installs

// Charles Cormany, Executive Director at Efficiency First California & Creator of the Clean Energy Connection

Noon - 1:30p

Lunch - Exhibitors and Speaker Led Roundtables

Visit exhibitor tables of companies, rebate implementers, and utilities.

1:30p - 2p

Panel: The Future of Heat Pump Hardware & Software: 2024

Where is the next wave of innovation coming from in heat pumps? Will new AI and mobile software transform your work? What new performance gains in hardware can still be achieved? Join a cross section of the industry from startups in hardware and software to an established manufacturer for a discussion that will dive into what new tech you can use today and what you can expect to hit the market soon.

// TJ Wheeler of Friedrich, Paul Lambert of Quilt, Phil Krinner of Arch

2p - 2:30p

Pain in the Panel, using the watt diet for whole home electrification

How simple electrification upgrades create cascading problems throughout a customer's electrification journey, and what heat pump air and water heater installers can do to avoid this pain and close the sale.

// Tom Kabat, Energy Engineer

2:30p - 3p

More Smarts, Less Copper - Switching From Gas To Electric

Taylor brings building science and thermal systems expertise from SPAN as the Electrification Products Lead, founder of heat pump startup Stow, and more. He'll discuss how smart electrical panels can streamline the switch from gas to electric appliances.

// Taylor Keep, SPAN

3p - 3:30p

Afternoon Exhibitor Break

Visit exhibitor tables of companies, rebate implementers, and utilities.

3:30p - 4:30p

Heat Pump 911, Achieving Success with Retrofit Heat Pumps in Water and HVAC

Success and failures in a critical sale. How heat pumps can fit into the typical change out.

// Eric Kaiser of TruTech Tools, Ben Foster of Barnett Plumbing

4:30p - 5p

Closing Keynote: Practical Decarbonization  - A new Generation of Solutions

Given the current tailwinds of decarbonization and electrification, the HVAC industry must embrace this opportunistic intersection with advanced HP solutions that serve consumers while meeting the environmental and sustainability goals of government.  This session will summarize the initiatives for electrification and the available solutions that maximize savings, comfort, and serve to stabilize the grid along with using low GWP refrigerants.

Presented by Daikin Comfort Technologies, a summit supporter.

// J. Kelly Hearnsberger, Vice President, Advanced Product Marketing & Innovation

5:00p - 5:15p

Closing Remarks

Wrap the day with the Heat Pump Summit organizers

5:15p - 7:00p

Heat Pump Happy Hour

Food and drink with attendees and sponsors.

2023 Manufacturer Training

Join manufacturers for a deeper dive into their products in the breakout classroom.

9:30a - 10:30a

State Water Heater Manufacturer Training

10:45 - 11:45a

American Standard Water Heater Manufacturer Training

Announcing The
Eneref Heat Pump Alliance
The Eneref Institute is launching the Heat Pump Alliance
The Eneref Institute’s Heat Pump Alliance brings manufacturers and stakeholders together from the industry to champion adoption of modern efficient heat pumps as a key solution to improving energy efficiency and reducing greenhouse gas emissions. The Summit is hosted in partnership with the Alliance.
What to Expect
A curated group of attendees exclusively in the HVAC, plumbing, heat pump and building electrification industry.

Everyone admitted to this conference is on the same team. Whether you got into this work for decarbonizing buildings or a good way to make a living, we all are here with the same goal - sell and install more heat pumps.

The day features the Main Stage, Training Stage, and networking lunch break with hosted round table conversations for networking.

Success at the Summit is you leaving with tactical knowledge you can implement the next day, and many new, meaningful connections in the industry.
Who Should Attend
You should attend if you work primarily in HVAC, plumbing, heat pump technology or related building electrification areas.

For HVAC contractors, learn how to:
  • Design and install heat pumps at expert level including detailed steps like commissioning using smart tools
  • Benefit from the latest heat pump hardware
  • Benefit from working with electrification service providers
For plumbing contractors, learn how to:
  • Certify for TECH Clean CA's new heat pump water heater rebate program
  • Tour manufacturer's latest equipment
  • Receive training from manufacturers
7:30a - 8:30a
8:30a - Noon
Noon - 1:30p
1:30p - 5:00p
5p - 7p
6:30p - 9p
What’s Included
Main Program
Networking Lunch
Exhibit Tables
2023 Venue
UC Berkeley - Pauley Ballroom Expo Hall
The Summit will happen in UC Berkeley's largest event space: Pauley Ballroom East and West for Main Stage and Training Stage, with expo tables and additional smaller training area just outside of the ballroom.

Arrival guide with parking and directions linked here

MLK Student Union, 2495 Bancroft Way, Berkeley, CA 94720
Berkeley Marina DoubleTree
Overlooking Berkeley Marina with views of the San Francisco Bay the hotel is a short 10-minute, 3.5 mile Uber to the event venue at UC Berkeley.

Book via this link

200 Marina Blvd, Berkeley, CA 94710
Summit Sessions
Below are possible session and panel topics at the summit. We are now calling for speakers on these topics, and on topics speakers suggest. Email with brief topic description to be considered.

Heat Pump 911, Solving Emergency Retrofits  
Success and failures in a critical sale.

Pain in the Panel
Avoiding panel upgrades with smart planning for all a home's loads

Install Design Myths, Must Do’s, Never Do’s 
How to be top 1% of installers with advanced techniques and tools

Over (Heat) Pumping the Grid 
Is electrification heading towards a blackout with major new loads?

Are Heat Pumps Really the Future?
Do recent performance improvements and policy support truly mark the beginning of the end for the fossil era, or will high system cost, retrofit and grid challenges temper growth? 

Rebates and Happy or Angry Customers
With a constantly changing rebate landscape how do you setup customers and projects for maximum money back?

New Build vs Retrofits 
What strategies help you close business in both markets? 
Cost Savings vs Comfort - what drives a stronger sale?
How much to sell based on cost savings versus comfort improvements

Mini Split vs Ducts vs Window Units, What’s Your Winning Strategy?
No two buildings are the same, how to adjust for all needs

App Driven Sales 
Where is tech fitting into your business? New tech can save truck rolls, speed installs, and better educate customers.

Now and Future of Financing
Solar loans revolutionized the industry, will it happen with heat pumps? 

Are Customer Aggregators the New Front Office?
Heat pumps’ complexity have driven a new category of businesses advising customers and sourcing contractors. Is this here to stay or filling a temporary market gap?

Demand Response and Heat Pumps
Demand response is one of the grid’s most powerful tools, how can heat pumps participate as flexible load?