This webinar is part of a series of three webinars on ENERGY STAR® Portfolio Manager delivered by CIET for free in collaboration with Natural Resources Canada. If you haven't done so already, register for the upcoming webinars below!

101: Fundamentals & Basics

201: Creating and Updating your Building Profile

301: Maximize Usage with Advanced Features (this webinar)

Having learned how to set up a building and maintain accurate details and share records in ENERGY STAR® Portfolio Manager (ESPM), this third and last workshop exposes participants to how they can go further with Portfolio Manager to produce more complex reports and templates as well as begin to set baselines and checklists for their buildings.
During this session, participants are also exposed to the Sustainable Buildings Checklist feature, which helps to build and asset managers establish common strategies for operating and maintaining buildings in a sustainable manner with a focus on energy efficiency and water. The Checklist is built around five key markers: integrated assessment and operation principles, optimized energy performance, water conservation, enhanced indoor environmental quality, and reduced environmental impacts.
Portfolio Manager is a management tool designed to measure and assess the energy performance of commercial and institutional buildings. Over the years, Portfolio Manager has grown in popularity and use because it allows the user to ​understand whole building energy use and costs (including water and other materials), compare theirs to other buildings (using a scoring system), set building baselines and targets, track the impacts of reduction strategies, and produce custom reports.​
CIET Energy Star Portfolio Manager (ESPM) Free Webinar Series


Key Learning Objectives

Through this workshop, participants will learn how to:

  • Gain a better understanding of how to navigate Portfolio Manager
  • Learn how to add a property and enter its use details
  • Enter energy, water, waste, and material data using energy as an example
  • Analyze progress using performance documents, charts, graphs, and reports
  • Understand the purpose and value of benchmarking



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


CIET Virtual Real-Time Classroom training

This training will be offered virtually through Microsoft Teams. Upon enrollment, you will receive the information you will need to enjoy a great training experience.

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Virtual Real-Time Classroom – EST Time
MS Teams

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Stéphanie Mayer

Stéphanie Mayer graduated in bioresource engineering from McGill University in 2011. Since 2012, she has been working as an engineer for Bouthillette Parizeau and has been involved in conducting numerous projects and studies aimed at improving energy efficiency and reducing GHG emissions in the building sector.  

Currently a Project Manager in Sustainable Development, she is mostly involved in existing and new building commissioning projects but also participates in decarbonization studies. She is recognized for her quick understanding of operating issues on the field and identifying creative energy efficiency solutions. Over the past years, she has also worked as a trainer.

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