Note:

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:

CFOs, senior accountants, and any utility staff wanting a better understanding of the data available in financial studies.

Related Webinars in This Series:

Managing the Finances of Your Organization , February 19, 2020

Work Plan Oversight, March 18, 2020

Important CFO Duties, April 16, 2020

Expanding Beyond the Distribution of Electricity, May 20, 2020

June - No webinar

Cash Flow, July 16, 2020

Investments, August 20, 2020

Time Value of Money, September 24, 2020

Capital and Long-Term Planning, October 15, 2020

Program Overview:

This webinar will aid participants in understanding how to identify and utilize data and information typically available through outsourced and internal financial studies. Types of data sets and structures will be identified, as well as the demonstration of various tools that can be readily designed to use the data for broader purposes throughout departments and divisions within your agency. Tips and strategies will be covered regarding how to collaborate between various departments to get the highest value from leveraging the available data.

Program Objectives:

• Understand the wide array of available data from targeted/narrow-purpose financial studies
• Demonstrate how to achieve the utility’s strategic plan through the daily performance of duties
• Empower employees to be active participants in the business success of their agencies
• Characterize diverse roles typically existing within a utility as it relates to use of financial data
• Gain proven techniques for work group collaboration (how to integrate you into your team)
• Utilize modeling tools that can be readily designed to leverage available financial data
• Demonstrate how to get more work done in less time using these types of tools

Program level: Intermediate

Prerequisite: Participant should have current standing as a Chief Financial Officer, be a licensed CPA, or hold a position as Senior Accountant.

Advanced preparation for this webinar is not required

Delivery method: Group Internet Based

Recommended CPE: 1.5

Recommended field of study: Accounting 1.0 and Finance 0.5

Other Continuing Hours: This course qualifies for 1 hour of CEU. NWPPA certificates will be issued upon full completion of the webinar.

Registration Requirements: Please register online at www.nwwpa.org, or contact Gail Patterson, gail@nwppa.org.

Program Instructor:

Teri Wallis, Terilyn Wallis Consulting

Program Schedule:

The webinar will be held from 10-11:30 a.m. Pacific Time. Attendees will be admitted 15 minutes before the webinar begins. The course is only available live; no recording will be made available.

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.

This registration is for one person to attend. We manage our webinars on an honor-system basis; if more than one person from a utility wishes to attend, each is to register separately.

Webinar Fees:

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.

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.