Event Profile

Board Governance: Essentials of the Business and Operational Plans

July 11, 2024

Who Should Attend:

Any utility board member, board chair, or leader who works with board members.

Related Events:

Board Governance: Monitoring the Business and Operational Plans Through Board Reporting, August 8, 2024

Board Governance: Metrics, September 12, 2024

Board Governance: Performance and Compensation of the CEO, October 17, 2024

Board Governance: Transparency, November 7, 2024

Board Governance: Asset Purchases and Balance Sheet, December 5, 2024

Webinar Description:

Explore the pivotal role of the board in approving and overseeing the utility’s operations and business plans. This course introduces the fundamental components of the annual business plan and empowers board members with strategic planning insights.

Essentials of the Business and Operational Plans is part of the Board Governance Series, a collection of webinars designed to help board members of all experience levels define, guide, and support the needs and best interests of their utility and its consumers.

Learning Objectives:

  • Determine the essential components, definitions, and details of a business plan.
  • Understand the importance of the budget and budget forecast.>/li>
  • Navigate the details that make a strong business plan, including the capital expenditures plan, work plan, human resources plan, technology plan, communications plan, and others.
  • Ensure the sustainable growth and success of your utility through the business plan.

Webinar Instructor:

Teri Wallis, Terilyn Wallis Consulting

Webinar Schedule:

Webinar will begin at 1:30 p.m. Pacific Time and the class will run from 1:30 p.m. to 3:00 p.m.

Webinar Fees:

Utility Member Rate: $90
Associate Member Rate: $135
Non-Member Rate: $180

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 Policies:

For webinarsvirtual classes, and section meetings: cancellation at least five days prior to the event, full refund; within 1-4 days or no show, 100% of the registration fee.
For in-person events: 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; NWPPA does not charge a fee for substitutions. To request a refund, please contact registration@nwppa.org, or call (360) 254-0109. 

Continuing Hours:

This course qualifies for 1.5 continuing hours. Certificates are available online upon full completion of the course.

For More Information:

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