Financial Planning, Management and Budgeting: What Managers Need to Know

Tuesday, May 15
Grand Hyatt Denver
Denver, Colorado

Course Schedule
8:30 a.m. – 4:30 p.m.

Recommended CEUs .7/PDHs 6.5/CPEs 7.8

Field of Study: Specialized Knowledge
For CPE Accreditation, this course is a group-live offering.

This course is required for participants in APPA’s Public Power Manager Certificate Program.*

Course Overview
A critical aspect allowing managers to complete projects and programs is the ability to fund system improvements with a limited impact on customers and elected officials. This program gives managers insight and understanding on financial management, budgeting techniques, long-term financial planning methods and an understanding of the various forms of electric rates. The course also addresses how to convey these methods to utility policymakers.

Course Topics

  • Bond rating agencies
  • Determining revenue requirements
  • Contributions to city governments
  • Financial targets
  • Developing a long-term financial plan
  • Cost of service studies and information
  • Electric rate designs and significant factors affecting rates

Course Level
Basic. This course does not have prerequisites and does not require advance preparation.

About the Instructor
Mark Beauchamp, CPA, CMA, MBA, is president of Utility Financial Solutions, a consulting practice that specializes in financial planning, cost of service, and rate-setting for public power utilities. He has more than 33 years of experience in electric utility consulting and management. In his previous positions, he has worked with utilities on financial planning, cost of service, developing financial targets and competitive rate designs. He is a frequent speaker at national and regional conferences and has taught a variety of courses for APPA. He holds degrees in water purification technology, accounting and a master’s degree in business.

*Course Completion Requirements
To receive continuing education units (CEUs) for this course, attendees are required to sign in on-site (attendance is monitored throughout the day), attend and participate in the entire learning event and submit an evaluation form at the end of the course. Certificates will be presented on-site or mailed out within two weeks of the training (if necessary).  

It is APPA's policy to not award partial credit for partial attendance. Attendees are required to attend and participate in the entire event, in order to receive a completion certificate. Certificates will not be distributed to attendees who do not fully complete a course. For more information regarding certification status, attendance requirements and obtaining attendees transcripts, contact or 202/467-2965.