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Overview

ENERGY STAR® Portfolio Manager® Webinar: 301-Maximize Usage with Advanced Features

Free

Next Start Date: May 20, 2026 11h00

Free webinar

Next Start Date:
May 20, 2026

Program overview

Building on the skills developed in the first two workshops, this final ENERGY STAR® Portfolio Manager® 301 webinar explores advanced features that allow participants to go further with the tool. Participants learn how to generate more complex reports and templates, as well as how to begin setting baselines and checklists to support long‑term building performance tracking.

The workshop also introduces the Sustainable Buildings Checklist, a built‑in feature of ENERGY STAR® Portfolio Manager® that helps asset managers establish consistent strategies for operating and maintaining buildings sustainably. The checklist is structured around five key focus areas: integrated assessment and operations, optimized energy performance, water conservation, enhanced indoor environmental quality, and reduced environmental impacts.

What is ENERGY STAR® Portfolio Manager®

ENERGY STAR® Portfolio Manager® is a management tool designed to measure and assess the energy performance of commercial and institutional buildings. Following widespread use in the United States, Natural Resources Canada adapted Portfolio Manager for use in Canada, where more than 26,000 buildings have been entered into the tool.

Over the years, Portfolio Manager has grown in popularity and usage because it allows users to understand energy consumption and associated costs (energy, water, and other resources), compare their buildings to similar properties, establish benchmarks, set realistic targets, and track the impact of reduction strategies through customized reports.

What you will learn

  • Update data using the spreadsheet upload feature.
  • Set baselines, goals, and targets to plan energy improvements.
  • Create custom reporting templates.
  • Use the Data Request Template functionality.

This course is ideal for

  • Building owners and operators
  • Public-sector or institutional program managers
  • Building managers/supervisors
  • Asset and building portfolio managers
  • Industrial and water plant operators

Course summary

Course Details

Length

1 day

Language

English, French

Skill level

Beginner

Format

Free webinar

Next Start Date

May 20, 2026 11h00 (EDT)

Regular fee

Free

Certification

CEU Units: 0.1
CSEP Points:

Meet Your Trainer(s)

Level up your career

Upcoming Sessions

Length 1 day

May 20, 2026 Starting at 11h00 (EDT)

English

Leo Glaser

June 4, 2026 Starting at 11h00 (EDT)

French

Keven Bilodeau

Can’t find a session that fits your schedule?

Fill out this form and be the first to know when new sessions are added.

Any questions?

We’re here for you! Our team will be happy to guide you through our programs to help you choose the training that best fits your goals and get started with confidence.
 
Contact us

Important information

Prerequisites

Start with ENERGY STAR® Portfolio Manager®: 101 – Fundamentals and Basics. It is essential to ensure you have the necessary foundational knowledge before registering for this webinar.

The free ENERGY STAR® Portfolio Manager® webinar series

Your enrollment includes all presentation slides and supplemental training material to ensure your success.

Frequently Asked Questions

Policies and FAQ

Click here, to see our course postponement and cancellation policy.

Do you have questions? Consult our FAQ for answers. 

Ready to level up your career?

Build the expertise employers are looking for in a rapidly evolving energy landscape. Advance your career with CIET’s applied, industry-led training.

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Hear it from our graduates

Aaron Wouters, Energy Manager – Trillium Health Partners

CIET provides the BEST example of how program certification information should be provided. Its personal, with dates relevant to me and my timelines, and also communicates future events.

Jeff Quint, Manager, Customer Solutions & Communications - Enova Power

The Becoming Carbon Neutral course helped frame the opportunities and challenges our customers and our own organization are going to face in becoming carbon neutral. It has served as a foundation, enabling our teams to better support our customers as they move through the process and be part of the solution.

Pierre-Francis Parent, Energy Efficiency and Sustainability Consultant - Planéco Énergie

My background in energy efficiency was primarily at the industrial process level, so I chose to train with CIET to expand my knowledge on building energy systems. I completed the Advanced Course on Existing Building Commissioning (EBCx) as well as the two courses on Building Automation Systems. The new concepts I learned, enhanced by the knowledge of the trainers and the other participants, quickly helped me identify opportunities relating to energy, comfort, and maintenance, most often "low cost" ones.

Sean Martin, Home Inspector

The Foundation Level Exam Prep Course was very insightful, well structured and delivered, and the compilation of resources was extremely helpful. This was an exceptional training experience. Money well spent. I am glad I chose CIET for preparing the NRCan Foundation Level Exam..

Leo Glaser, Energy Analyst – Operational Excellence, Quadreal Property Group

In our experience, CIET courses deliver a great foundation for all energy professionals—at any stage of their career or experience level. We were very satisfied with the facilitation and received positive feedback from QuadReal participants. It is a pleasure to work with CIET.

Marcel Soucy, Supervisor Groupe Énergie - ENGIE Services Inc.

We very much appreciate the efforts you have invested in virtual learning and encourage you to maintain this format. This cuts costs and optimizes time for everyone.

Sean Martin, Home Inspector

The Foundation Level Exam Prep Course was very insightful, well structured and delivered, and the compilation of resources was extremely helpful. This was an exceptional training experience. Money well spent. I am glad I chose CIET for preparing the NRCan Foundation Level Exam.