Event Profile

CFO & Senior Accountant Webinar Series: All 10 Webinars

Date(s):
January 21 — November 18, 2021
Venue:
Online
Description:

Who Should Attend:

CFOs, senior accountants, accounting staff, and finance staff wanting to better understand various organizational accounting topics.

Series Overview:

The CFO & Senior Accountant Webinar Series is comprised of 10 webinars from January through November 2021 (no webinar in June). Webinars can be taken individually or as an entire series; by registering for the full series, you will receive all 10 webinars at a discounted price. Descriptions for each webinar are listed below. 


Board Reporting, January 21, 2021

  • Understand which information is critical for governance, high-level analysis, and decision-making
  • Analyze internal data, external information, reports, and metrics to identify key components that tell your utility’s financial story
  • Create reporting and apply communication techniques that support your utility

Communicating Finances Throughout the Utility, February 18, 2021

  • Connect the right financial information to the right end user
  • Develop a style of communication and messaging that builds credibility and accountability
  • Apply financial results and concepts to appropriate audience to achieve positive results

Depreciation - Basics and Beyond, March 18, 2021

  • Identify and understand the key factors of depreciation: cost, salvage value, useful life, and obsolescence
  • Calculate average useful life of assets listed on your balance sheet; estimate impacts of adjusting depreciation methods and useful life
  • Respond and adjust to the financial impact of your distribution system’s specific situation
  • Compare and discuss modern mapping information to booked quantities and values

FERC Accounting, April 15, 2021

  • Understand and apply accounting standards of FERC accounting
  • Contrast and interpret the application of accounting standards of utility accounting to other businesses
  • Synthesize and strategize balance sheet, income statement, and cash flow accounting concepts to affect financial results

Collecting Revenue Needed to Support the Utility, May 13, 2021

  • Calculate the revenue needed to support a utility’s financial plans, support growth through utility plant, and operating from a point of financial strength
  • Build competencies in the areas of revenue requirements, pro forma financial planning, cost of service study, and rate making
  • Evaluate and implement best practices for your utility

Balance Sheet Management, July 15, 2021

  • Compare what is occurring in the balance sheet to budget, forecast, and adjusted for the pandemic
  • Estimate impacts, changes in direction, and confidently set the course for the upcoming year and beyond
  • Discuss areas of the balance sheet that are difficult to manage and understand

Process Improvement, August 19, 2021

  • Understand and calculate the impact of process improvement(s) to business operations
  • Explain and apply process improvement techniques that will impact processes 
  • Develop and practice a system and culture of continual improvement

Bringing Financial Value to Your Non-Financial Teammates, September 16, 2021

  • Determine key financial information that will convert to positive financial results when understood by teammates. Practice and utilize examples for application at your utility.
  • Create and practice strategies that integrate financial information and business acumen into the culture of your utility
  • Recognize teachable moments of teammates, interpret financial information for the benefit of your members/owners

Actual to Proposed Subsidiary Business Plans, October 21, 2021

  • Recognize and analyze financial considerations of diversifying and leveraging your electric business
  • Create business plans to reflect before, during, and after financial scenarios
  • Evaluate external documents for internal application and response

Financial Work Plan Management, November 18, 2021

  • Review completed projects, projected new services compared to actual, and cost analysis
  • Explain difference between plan and actual, reasons for changes, and future planning
  • Report key analytics to various audiences to improve efficiencies in plant investment

Series Recordings:

The webinars are only available live; no recording will be made available.

Series Instructor:

Teri Wallis, Terilyn Wallis Consulting

Series Schedule:

All webinars will be held from 10-11:30 a.m. PST. Attendees will be admitted 15 minutes before each webinar begins.

How to Participate:

Instructions will be emailed to attendees 24 hours before the webinar and we recommend that you test the link to the meeting as soon as you get the instructions. The webinar is best viewed using Internet Explorer as your browser. We recommend that you use a landline for both your phone and your internet connections.

Series Fees:

Please visit the event pages for individual webinar pricing.

Individual Attendee Registration - All 10 Webinars:

    Utility Member Rate: $880
    Associate Member Rate: $1,320
    Non-Member Rate: $2,640

Attendee Group Registration - All 10 Webinars (up to four attendees)*:

    Utility Member Rate: $2,200
    Associate Member Rate: $3,300

*If your organization would like to send multiple attendees to the full series, please contact Jenny Keesey at (360) 816-1458 or jenny@nwppa.org for further details.

Program Refund and Cancellation Policy:

Cancellations are accepted, with full refund, if request is made at least 30 days prior to the course date. Within 30 days, fees are as follows: 15-29 days, $100; 1-14 days or “no show,” 100% of registration fee. When possible, please send a substitute instead of canceling; NWPPA does not charge a fee for substitutions. To request a refund, please contact Gail Patterson, Registrar, at Gail@nwppa.org or (360) 816-1450. If registration was paid by credit card, a refund will be issued to that credit card; all other refunds will be issued via check. For more information regarding administrative policies such as complaints or refunds, please contact our office at (360) 254-0109.

Complaint Resolution:

NWPPA endeavors to resolve any and all complaints as expeditiously as possible. If a complaint is not resolved to our members satisfaction, please contact Scott Corwin, Executive Director at scottc@nwppa.org or (360) 816-1441. For more information regarding administrative policies such as complaints or refunds, please contact our office at (360) 254-0109.

NWPPA Code of Conduct:

NWPPA holds professional conferences, meetings, and other events to enhance the success of our members, and we are committed to providing a professional environment free of inappropriate actions or harassment. All attendees are expected to observe the Code of Conduct while attending an NWPPA event and while participating in any NWPPA-sponsored social or networking function.

Credit:

These courses qualify for CPE credit. Please see individual webinars for credit amount and prerequisites.

The Northwest Public Power Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.

For More Information:

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