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Energy Auditing Fundamentals: Essential Strategies and Techniques for Optimal Results, an Online Training Program (non-certification course)


*Please note, for all certification preparation training programs, an additional fee is due when submitting your certification application to take the exam.

About this Program

An effective energy audit needs to examine major energy end-use equipment, operations, maintenance, and management processes of the facility.  It is a detailed examination of how the facility uses energy, the cost of energy, and it provides a set of recommendations to reduce the energy costs by both equipment and operational changes. Individuals involved in an audit, whether they are conducting the audit or commissioning the audit, need to understand the processes required to achieve the desired goal. 

This program will help improve an energy auditor's methods, and also educate and inform end-users of what they should expect of an audit in terms of activities and deliverables. It helps identify auditing pitfalls and ensures an audit is a holistic action plan for building management, rather than just paperwork or academic exercise, or sales tool to recommend a specific product upgrade or project expenditure. 

Program Agenda

The instructor provides an overview of the new ASHRAE Energy Audit - Standard 211 (an update to the ASHRAE Guideline), recently adopted and reference by many localities in their energy audit regulations. The program then proceeds through the four major stages of the audit process, beginning with the pre-audit work that needs to be done to make the best use of the auditor's field time. Then providing a review of all components of the site visit phase of the audit: covering who should be involved, data gathering and forensic detective techniques, and survey/monitoring tools. From there, analysis of the data and potential savings opportunities will be discussed, covering both energy and economic considerations. The instructor emphasizes the proper application of applicable energy rates and the available auditing software tools. Finally, and importantly, the contents and organizational issues necessary for the energy audit report to effectively present the information to its various end users will be detailed.

The program includes the latest information on:

Industry Standards

  • Terminology
  • ASHRAE Energy Audit Guideline
  • New ASHRAE Energy Audit Standard (Levels 1-3)
  • Government regulations


  • Goals of the audit
  • Examine consumption levels and patterns
  • Collection and review of maintenance and repair records
  • Management discussion

Site Visit

  • MUST meet with the decision maker(s) and operator
  • Gather data, scope problems/situation
  • The educational function of audit
  • Survey and monitoring - test equipment/tools
  • Make use of info from in-place systems


  • Energy calculations
  • Proper use of applicable rates!
  • Economic analysis
  • Software tools
  • Eye of the trained auditor


  • $$$'s first
  • How is it/should it be used
  • Size and the "round file"
  • Organizational issues

            Educational Credits

            You earn 0.6 CEU | 6 PDH | 1.2 AEE Credits for completing this program


            The program is of greatest value to those undertaking or assessing energy auditing projects. Attendees of this program have included professionals from energy service and engineering firms involved in government, utility, institutional and municipal sectors, including existing energy professionals, service providers, energy engineers, energy managers, facilities managers, end-users and energy consultants.

            Online Training Experience

            Attending this program is an ideal opportunity to participate in a focused, fast-paced instructional program, designed to expand your knowledge of energy auditing. The program is presented in short 3-hour sessions over the course of three days to allow professionals to attend while still maintaining their current work schedule.

            Attendees can participate in this online program from anywhere you have access to a high-speed internet connection or access via smartphone/tablet. 



              February 22 - 24, 2023 | Eastern Time

              April 18 - 20, 2023 | Eastern Time


              Day 1 | 11:00 am - 1:00 pm

              Day 2 | 11:00 am - 1:00 pm

              Day 3 | 11:00 am - 1:00 pm

              Your Instructor

              Important Notes

              Please Note:

              • Review the Transfer & Cancellation Policy. By Registering for this Training Program you agree to these terms.
              • Early registration is recommended as seats for AEE Training Programs are limited. Registration will close when an event reaches capacity.
              • Questions? Visit the FAQ Page for additional information about AEE Training Programs.
              • This program is designed for US attendees only. Contact your local training provider for programs available in your region.