Event Profile

CFO & Senior Accountant Webinar Series: All 11 Webinars

February 9 — December 14, 2023

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 11 webinars from February through December 2023. Webinars can be taken individually or as an entire series; by registering for the full series, you will receive all 11 webinars at a discounted price. Descriptions for each webinar are listed below. 

FERC Accounting, February 9, 2023

  • Gain an understanding of the unique FERC accounting system of public utilities and the impact of the requirements to an electric utility
  • Learn key concepts of FERC accounting in classifying assets and expenses
  • Understand and correlate financial concepts to the ratemaking process

Financial Recession Response Plan, March 9, 2023

  • 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.

Work Order / Project Metrics, April 13, 2023

  • Consider high level and detailed metrics to evaluate and report evidence of capital investment spending
  • Evaluate the impact of labor in planning and executing capital projects
  • Identify areas where an evaluation of project costs would benefit the utility and establish buy in from other regarding the importance

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

  • Establish standard operating procedures to manage O&M expenses of the utility
  • Analyze the impact of payroll charges in O&M expenses
  • Evaluate actual outcomes compared to budget and forecast over time to right size the expenditures for your utility

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

  • Correlate historical financial results to the current rate structure
  • Plan for future needs of the utility and understand the impact to rates
  • Establish a plan and reporting mechanism to align stakeholders with a plan and needs assessment to the appropriate rate support needed

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

  • Understanding variable expenses and their trending
  • Correlate performance measures to financial outcomes; scaling the budget to support strategic and financial goals of the utility
  • Analysis past performance. Plan and adjust for future performance.

FEMA Readiness - Financial Considerations, August 10, 2023

  • Understand and manage financial preparedness for a FEMA event from big picture considerations to specific details
  • Learn key financial considerations in the navigation of a FEMA event
  • Establish best practices to support emergency operations plans from a financial perspective

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

  • Learn about and consider the volume and importance of the various components of financial information at the utility
  • Building credibility through organizing, validating, navigating, and reconciling data. And learning what to report, to whom, and when
  • Gain perspective about interactive reporting

Normalizing Revenue, October 12, 2023

  • Understand the impact of seasonality, the weather, the economy, energy efficiency and other influences on our utility’s sales patterns
  • Learn ways to adjust to a changing industry environment
  • Respond to future planning through an interactive perspective of the changing industry environment

2024 Budget Preparation Toolkit, November 9, 2023

  • 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 how to best ways to prepare for future planning needs

Considering a Financial Compliance Program , December 14, 2023

  • Consider the impact of policies at the utility
  • Monitoring and reporting professional evidence in the administration of policies
  • Discover methods to improve processes, internal controls, standard operating procedures to support the administration of financial related policies

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: $1,130
Associate Member Rate: $1,695
Non-Member Rate: $2,260

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.


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.

For More Information:

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