Financial Series Webinars
The following 90-minute webinars are currently offered in an online format, either individually or by selecting several to create a series.
These courses will soon be available in both an on-demand format and as an online LIVE option.
For more information, to inquire about CPE credits for these webinars, or to schedule a webinar, contact Teri →
New! Courses for 2024
Business Plan Essentials
Internal Reporting
Plant Retirement and Reconciliation Strategies
Operating/Variable Expense Deep Dive
Capital Credits
Connecting Spending to Ratemaking
Financial Orientation Checklist
Impact of Industry Changes to our Finances
Utilizing Service Orders to Measure Metrics
Current courses:
FERC Accounting
Financial Recession Response Plan
Work Order / Project Metrics
Managing Operations & Maintenance Expenditures / Payroll Impact
Mock Rate Making - Using historical (2023) financial results
Analyzing the Budget - Responding to variances
FEMA Readiness - Financial considerations
Reporting - Who gets what and why, producing professional evidence
Normalizing Revenue
2024 Budget Preparation Toolkit
Considering a Financial Compliance Program
Revenue – Understanding the details, analyzing, budgeting, forecasting
Expenses – Ratepayer impact, digging in the details for savings, analyzing expenses, managing expectations of boards, senior leadership, employees
Margins Analysis – Cash flow conversion, how much do we need in margins, communicating margins to various stakeholders
Asset Management – Fixed assets and depreciation details
Debt Management – Managing debt and interest costs
Calculated Tidbits – Using the basics of your financial performs some quick calculations to determine metrics and what they mean
Balance Sheet Management
Review of Financial related Policies
Revenue Requirements – How to collect the revenue you need to support your operation
Subsidiary Businesses – Financial impacts, actual to proposed business plans
Execution of Financial Strategies
Process Improvement – Combining continuous improvement models with people
Federal Energy Regulatory Commission Accounting
Expanding Beyond the Distribution of Electricity
FERC Utility Accounting Concepts & Form 7 (Beginner)
FERC Utility Accounting Concepts & Form 7 (Advanced)