Event Profile

CFO & Senior Accountant Webinar Series: 2024 Budget Preparation Toolkit

Date(s):
November 16, 2023
Venue:
Online
Description:

Who Should Attend:

CFOs, senior accountants, accounting staff, and finance staff wanting to better understand board reporting and metrics.

Webinar Overview:

During this session, you will:

  • Learn about basic tools of the budgeting process and steps to manage the process
  • Discuss best practices in electric utility budgeting
  • Discover lessons learned from past budgets and the best ways to prepare for future planning needs

    1. Program level: Intermediate
      Prerequisite: None
      Advanced Preparation for this webinar is not required
      Delivery method: Group Internet Based
      Recommended CPE: 1.5
      Recommended field of study: Finance – 1.5
      Other Continuing Hours: This course qualifies for 1.5 hours of CEU. NWPPA certificates will be available online upon full completion of the webinar
      Registration Requirements: Please register online at www.nwppa.org, or contact registration@nwppa.org or (360) 254-0109.

    Webinar Recordings:

    This course is only available live; no recording will be made available.

    Webinar Instructor:

    Teri Wallis, Terilyn Wallis Consulting

    Webinar Schedule:

    The webinar will be held from 10-11:30 a.m. Pacific Time. Attendees will be admitted 15 minutes before the webinar begins.

    Related Webinars:

    CFO & Senior Accountant Webinar Series: All 11 Webinars, Feb. 9 - Dec. 14, 2023 (includes discount)

    FERC Accounting, Feb. 9, 2023

    Financial Recession Response Plan, March 9, 2023

    Work Order/Project Metrics, April 13, 2023

    Managing Operations & Maintenance Expenditures/Payroll Impact, May 4, 2023

    Mock Rate Making Using 2022 Financial Results, June 8, 2023

    Analyzing the Budget - Responding to Variances, July 13, 2023

    Reporting - Who Gets What and Why, Producing Professional Evidence, Sep. 14, 2023

    Normalizing Revenue, Oct. 12, 2023

    Considering a Financial Compliance Program , Dec. 14, 2023

    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 Google Chrome as your browser. We recommend that you use a landline for both your phone and your internet connections.

    Webinar Fees:

      Utility Member Rate: $120
      Associate Member Rate: $180
      Non-member Rate: $240

    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.

    (Please visit CFO & Senior Accountant Webinar Series: All 11 Webinars to register for the complete series and receive classes at the discounted rate.)

    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.

    If canceling because the attendee is showing COVID-19 symptoms any time before the event, a full refund will be issued; if leaving during the event for COVID-19 reasons, a prorated refund will be issued.

    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 (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.

    For More Information:

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