Event Profile

The Finance and Accounting Impact of Strategic Planning

December 11 — 12, 2019
The Benson
309 SW Broadway
Portland, OR 97205 


Online registration is currently closed, but spaces are still available. If you would like to attend this event, please call NWPPA at 360-254-0109, and our staff will be happy to help you.

Who Should Attend:

Accounting and finance staff, supervisors, and management, as well as any employee ultimately responsible for implementing the strategic plan.

Course Overview:

This one-and-a-half-day course has been designed by Teri Wallis to build a bridge between the approval of a strategic plan and the implementation and execution of it. This course will benefit the employees of utilities who ultimately make any plan happen. Just about every decision has a financial impact, so this course will keep the financial and accounting ramifications the central focus.

Course Topics:

  • Strategic planning roles and responsibilities – getting off on the right foot
  • Establishing initiatives and creating a roadmap
  • Analysis of capital expenditure planning, labor requirements, additional operating expenses, rate impact analysis, and overall financial impact
  • Communication and following up best practices
  • Project management and tracking
  • The challenges of the plan being off track, over budget, and lacking support

NOTE: You will need to bring:

  • Your organization’s Strategic Plan and follow-up documents created to execute your plan
  • Year-end financial report

Course Instructor:

Teri Wallis, Terilyn Wallis Consulting

Course Schedule:

Registration will begin at 8 a.m. on day one; the class will run from 8:30 a.m. to 4:30 p.m. on day one, and from 8:30 a.m. to noon on day two. Lunch will be provided on day one; morning and afternoon breaks will be provided on both days.

Course Location & Hotel Information:

The Benson
309 SW Broadway
Portland, OR 97205
(503) 228-2000

Room rate: $142 for a single/double

Parking: $42/night

To make your reservation, call (888) 523-6766 or email your reservation requests to reservations@bensonhotel.com. Identify yourself as part of the NWPPA Finance & Accounting Impact of Strategic Planning group. Please book your room as soon as possible, but no later than November 17, 2019.

The hotel's cancellation policy is 72 hours prior to arrival. Reservations cancelled within 72 hours prior to arrival will be assessed one night's room and tax.

Course Fees:

Utility Member Early Bird (extended through 12/11/2019): $650
Utility Member Standard: $725

Associate Member Early Bird (extended through 12/11/2019): $975
Associate Member Standard: $1,050

Non-member Early Bird (extended through 12/11/2019): $1,950
Non-member Standard: $2,025

Cancellation Policy:

Cancellations are accepted, with full refund, if request is made at least 30 days prior to the course. Within 30 days, fees are as follows: 15-29 days, $100; 1-14 days or "no show," 100 percent of registration fee. When possible, please send a substitute instead of canceling. NWPPA does not charge a fee for substitutions.

Continuing Hours:

This course qualifies for nine continuing hours. Certificates are issued upon full completion of the course.

Find it on Map

The Benson

For More Information:

To find out more about this course, to register, or to learn about other events, view the Training and Event Catalog.