Event Profile

CFO & Senior Accountant Webinar Series: Capital & Long-Term Planning

October 15, 2020
Vancouver, WA 98662 

Who Should Attend:

CFOs, senior accountants, accounting staff, and finance staff wanting to better understand a capital budget or the long-term planning processes designed to prepare your utility for a successful future.

Related Webinars in This Series:

Leveraging the Highest Value from Available Data, January 30, 2020

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

Program Overview:

There are many competing demands challenging how our utility could and should spend money each year on general plant investments and long-term asset investments. This webinar is designed to help you best prepare your utility for the reasons and core concepts that should be considered when determining when and how much should be spent on capital infrastructure. Participants will step through a list of considerations in evaluating lease versus buy decision. Discussion regarding the need for change, flexibility, and firm planning practices will be included. Participants will explore various approaches and considerations in the important processes of planning and preparing for the future.

Program Objectives:

  • Understand and practice lease versus buy calculations and impacts
  • Evaluate the result of forecasting, planning, and budgeting outcomes
  • Understand inputs into the capital planning processes and financial impact

    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:

Utility Member Early Bird (ends 9/14/2020): $90
Utility Member Standard: $115

Associate Member Early Bird (ends 9/14/2020): $135
Associate Member Standard: $160

Non-member Early Bird (ends 9/14/2020: $270
Non-member Standard: $295

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.

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For More Information:

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