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 12 webinars from January through December 2022. Webinars can be taken individually or as an entire series; by registering for the full series, you will receive all 12 webinars at a discounted price. Descriptions for each webinar are listed below.
Revenue – Budgeting, Forecasting, and Adjusting, January 13, 2022
- Project revenue using historical trends, adjusting for changes in purchasing patterns (ie/ DG, EV).
- Analyze and implement hard and soft science inputs into the revenue planning process.
- Evaluate and cross reference data and results to analyze process outcomes and projections.
Managing Expenses in Times of Inflation, February 10, 2022
- Balance the challenges of rising costs.
- Estimate short- and long-term impacts of cost changes, and learn ideas to “hold the line.”
- Discuss and analyze the changing landscape of costs to serve, and what may lie ahead.
Expecting Higher Interest Rates in 2022?, March 10, 2022
- Establish the scale and feel of interest rates in your utility's overall finances.
- Discuss the impact of interest rates within business decisions.
- Gain an overall understanding of interest rate risk from the lenses of spenders vs. savers.
- Correlate the interaction of interest rates and the economy.
- Apply industry concepts of WACC (weighted average cost of capital).
Depreciation, April 14, 2022
- Understand key concepts in evaluating the status of depreciation of your utility’s assets.
- Evaluate the current and what-if scenarios resulting in changes to the depreciable life of assets.
- Discuss future changes in the industry that could impact overall expenses and deprecation.
- Consider the impact data from your mapping system could have on depreciation decisions.
Margins – Getting the Return Your Utility Needs, May 12, 2022
- Compare and evaluate how margins impact the overall finances of the organization.
- Determine the top financial priorities of your utility and how to develop plans around those priorities.
- Communicate to various stakeholders how margins impact other financial decisions and the overall finances of the utility.
Cash Flow, June 9, 2022
- Determine if your utility’s cash flow is too low, too high, or just right to achieve your financial goals.
- Compare and contract direct and indirect cash flow reporting to determine the best reporting option for you.
- Gain insight on why cash flow could be one of the most important financial measure your utility focusses on.
Work Plan 2022, July 14, 2022
- Understand and evaluate the impact of rising costs – let’s discuss labor and material increases.
- Discuss the impact the pandemic has had on new connections and growth to your system and assess if response is needed.
- Consider the long-term impacts of recent changes.
Reporting – Communicating Information to Achieve Organizational Goals, August 11, 2022
- Demystify the complexity of financial information through communication that brings teams together.
- Discuss the measurement and communication of strategic objectives and the importance of this information in moving your utility in the desired direction.
- Formulate a plan to modify reporting to tell the important points of what is happening in the finances of your utility.
Metrics – From Scorecards to Monitoring, September 8, 2022
- Discuss how metrics are shaping the direction and decisions at your utility to achieve desired results.
- Evaluate various metrics (operational, strategic, task, and activity) to tell your story.
- Understand what drives metrics and how to select meaningful metrics for the specific scenario of your utility.
Internal Controls, October 13, 2022
- Discuss and interpret the importance of authorization, completeness, accuracy, validity, physical safeguards and security, error handling, and segregation of duties in the internal controls of your utility.
- Understand and discuss how internal controls are an important component of advancing the objectives of your utility.
- Evaluate the importance of assessing risk and control activities that set your utility up for financial success.
Executing the Business Plan, November 10, 2022
- Understand the importance of planning to set the course for your utility.
- Determine must haves when it comes to putting an annual business plan together.
- Discuss financial metrics in an effective business plan.
- Communicate and build trust at all levels of your organization through the use of a business plan and its key components.
Financial Evaluations – What You Need to Know and Your Role, December 8, 2022
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Learn the essentials that will assist you to contribute and respond when faced with significant business matters needing to be evaluated.
- Understand how to evaluate and assess financial evaluations completed by vendors or others outside of your utility.
- Determine if the evaluation is accurate for your utility.
- Create a checklist of indicators and results for evaluations completed internally or externally.
- Gain confidence in making sound financial decisions for major purchases for your utility.
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. Pacific Time. Attendees will be admitted 15 minutes before each webinar begins.
How to Participate:
Instructions will be emailed to attendees within 12 hours of each webinar and we recommend that you test the link to the meeting as soon as you get the instructions. Webinars are best viewed using Chrome 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.
Series Fees:
Please visit the event pages for individual webinar pricing.
Utility Member Rate: $1,360
Associate Member Rate: $2,040
Non-Member Rate: $4,080
Note: Organizations that register a group of employees will receive every fifth registration for free. For example, if you register five employees, you only pay for four; register 10 employees, you only pay for eight; and so on. There is nothing additional you need to do to receive this discount.
Cancellation Policy:
Cancellations are accepted with a full refund as follows:
For webinars and virtual classes, if the request is made at least five days prior to the course, then 100% of the registration fee will be refunded.
For in-person events, the following fee structure applies: cancellation at least 30 days prior to the event, full refund; within 15-29 days, $100 fee; and within 1-14 days or no show, 100% of the registration fee. When possible, please send a substitute instead of canceling because NWPPA does not charge a fee for substitutions.
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.
