Hawaii Energy Financial Analysis of Energy Efficiency Projects: Fundamentals [Run Time 1.75 hr]


$ 0.00 $ 99.00

Coming Soon!

Format: Online, on-demand streaming
Length: 1.75 hours
CEUs: Coming soon

Are you new to financial analysis, or need a refresher on basic financial terminology? Or do you (or your customers) evaluate energy efficiency projects only by its simple payback period? This training provides a better understanding of financial terminology and formulas, as well as an introduction to using these formulas in EEFG's financial analysis templates. You'll also understand why calculating a project's simple payback period may not be the best metric by which to evaluate its financial return.


Anyone without a finance background who is involved in energy efficiency as well as those who need a refresher on what they learned earlier in their careers.


  • Become familiar with the terminology used in the financial analysis of expense-reducing capital projects (e.g., first cost, savings, tax benefits, credits, deductions, capital and operating budgets, cash flow statements, revenue, expenses, margins, and more)
  • Be comfortable enough using MS Excel's functions, formulas and formatting to input project-specific details into EEFG's cost-benefit analysis templates and generate useful reports
  • Understand the implications and shortcomings of simple payback period (a prelude to the discussion of "good" and "bad" financial metrics featured in the Intermediate class


0. Introduction to Financial Analysis
1. Framing Enhanced Efficiency with Business Acumen
2. Understanding the Language of Business
3. Focusing on the Income Statement
4. The Language of Capital Budgeting and Analysis
5. Modeling Cash Flows and Metrics for Typical Investment Scenarios
6. Shortc omings  of Simple Payback and Return On Investment
7. Understanding and Presenting Before-tax and After-tax Returns
8. BONUS: Maximizing Rebates and Incentives
9. BONUS: Be Confident Using Microsoft Excel


    Thanks to Hawaii Energy’s generous support, this training is available FREE*. In order to be eligible for this subsidy, trainings must be watched within 60 days of registration.

    *Eligibility Criteria: Hawaii Energy is primarily interested in subsidizing the cost of these workshops for energy efficiency salespersons, architects, engineers, facility managers, property managers, property owners and finance professionals living or working in Hawaii, Honolulu, and Maui counties that are actively advancing energy efficiency projects.  Training will only be available for 60 days of registration. (Details will be provided during the registration process)

     If you are working in a different capacity, a student, currently unemployed and living or working in Hawaii, Honolulu, and Maui counties, we have a limited number of additional conditional sponsored seats available.

    Contact us at info@eefg.com or (808) 333-7225 for more information on qualification. All registrations will be reviewed for eligibility within five business days of receipt.

    Registration is for a license to use these course materials on a PER-PERSON basis for one year. If you are registering for more than one person, please select the correct quantity of people and provide email addresses for each attendee in the notes field when completing registration. Account log on information will be sent to each attendee individually within 24 hours (Monday - Friday). Access by unlicensed registrants is strictly prohibited. As the licensed registrant for this training, you are accountable for any illegal distribution of course content including sharing your log-on information with others, group viewing, posting copies of this material on the Internet or on a company server or intranet, and any other form of unauthorized sharing. If you need additional help registering people for this course or using these training materials for your team, please email  info@hawaiienergyworkshops.com  so that they may be properly registered. All training materials are covered by U.S. Copyright law and under the Digital Millennium Copyright Act. 

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