3rd Annual SEMI North American PV Fab Managers Forum - Sustaining Business in a Changing Environment

July 9, 2012
9:00am – 6:00pm
Level 3, Grand Ballroom C, InterContinental Hotel San Francisco

Hosted by SEMI North American PV Advisory Committee:

The 3rd annual SEMI North American PV Fab Managers Forum will address the current state of the U.S. photovoltaic market from a variety of angles. In light of significant shifts in market dynamics, increasing trade friction and uncertainty about the continuation of key federal policies, the SEMI North American PV Fab Managers Forum will highlight policy, market and technology perspectives on competitiveness, supply chain, bankability, financing, and insurance.

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Agenda

9:00	Welcome Remarks, Introduction of Moderator Denny McGuirk, President and CEO, SEMI (biography)
9:05	Moderator Welcome Tom Cheyney, Director of Solar Practice, Impress Labs (biography)
9:10	KEYNOTE: "Big Sun and the Business of Solar Science" Chase Weir, CEO, Distributed Sun (biography)
9:45	PV Global Market Assessment – The PV Industry in an Era of Volatility Sanjay Shrestha, Managing Director, Lazard Capital (biography)
10:05	Global Trade Considerations in Solar Manufacturing – Global Trade Consideration in Solar Manufacturing William Morin, Senior Director, Government Affairs, Applied Materials (biography)
10:25	From Movers and Shakers to Move-Out and Shake-Out How the US solar market is responding to global pressure Joe Berwind, Managing Partner, AEI (biography)
10:45	Coffee Break
11:15	PV Manufacturing in the U.S. – An Assessment Nasreen Chopra, Vice President, Capital Equipment, Alta Devices (biography)
11:40	The Great Incentives Scavenger Hunt: A State Policy Update Rusty Haynes, DSIRE Project Manager, North Carolina Solar Center (biography)
12:05	Challenges and Opportunities in Financing the Solar Value Chain Shez Bandukwala, Managing Director, US Cleanteach, KPMG LLP (biography)
12:30	Roundtable, Morning Q&A Session – All Morning Speakers Moderator: Tom Cheyney, Director of Solar Practice, Impress Labs
1:00	Lunch Break
AFTERNOON SESSION
2:00	Welcome – Overview of Afternoon Program, Introduction of Moderator Bettina Weiss, Vice President, Photovoltaics, SEMI (biography)
2:05	Moderator Mark Osborne, Senior News Editor, PV Tech Magazine (biography)
2:10	KEYNOTE: The New Way of R&D – Scientific Innovations to Commercialization of Photovoltaic Systems in the United States How Technology Roadmaps and Collective Industry Efforts Spur Innovation and Combat Market Volatility Dr. Martha Symko-Davies, Solar Business Manager, PDIL, NREL (biography)
INDUSTRY PERSPECTIVES/ RESPONSES
2:35	Leading Indicators for Next Generation c-Si and Thin Film Technologies Finlay Colville, Vice President, NPD Solarbuzz (biography)
3:00	The Effectiveness of the Long Term Roadmap for Reductions of Materials Cost and Some of the Pitfalls to Avoid Along the Way Mark Thirsk, Managing Partner, Linx Consulting (biography)
3:25	Innovations in Solar Production – Innovations driving new efficiency in Solar Production Mark Willingham, Managing Director, Schiller LLC (biography)
3:45	Coffee Break
4:15	Cost Optimization Stategy for Module Manufacturing Scott Graybeal, Vice President of Sales and Business Development Renewable Energy, Flextronics (biography)
4:35	Inspection Requirements in Future Solar Manufacturing – Reducing cost per Watt and the role of process control in the solar fab. Pieter Vandewalle, Senior Marketing Director, KLA-Tencor (biography)
4:55	Manufacturer Responses – Outlook for 2012/2013 from the Nexus of the Supply Chain Thin Film: Dr. Pradeep Haldar, CNSE Vice President for Clean Energy (biography) c-Si: Gordon Brinser, President, SolarWorld Industries America (biography)
5:35	Roundtable Discussion, Q&A Session – All Afternoon Speakers
5:55	Conclusions, Adjourn (Bettina Weiss, SEMI)