Business & Finance Conference

B&F Conference Sessions—Monday

Back to Business and Financial Conference Agenda

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Monday, September 14

11 - 11:45 a.m. ET / 10 - 10:45 a.m. CT / 9 - 9:45 a.m. MT / 8 - 8:45 a.m. PT
Opening General Session
Recommended CEUs .1 / PDHs .75 / CPEs .9, Specialized Knowledge

Jolene ThompsonChair’s Address
Well before APPA was founded, public power utilities set a strong foundation in their communities that allowed for resilience and innovation. Then as now, engaging with our communities and connecting with our customers reminds them of the value of community ownership.  

Jolene Thompson, President & CEO, American Municipal Power, Inc., Columbus, Ohio; and Chair, American Public Power Association

The State of Public Power Joy Ditto
As we reflect on 80 years of being connected as a public power community, we also reflect on how we have endured the recent pandemic and other crises throughout our history. Get the latest update on how APPA is working to protect the interests of public power in Washington, D.C., and helping our members to navigate an increasingly complex industry.

Joy Ditto, President & CEO, American Public Power Association


11:45 a.m. - 12 p.m. ET / 10:45 - 11 a.m. CT / 9:45 - 10 a.m. MT / 8:45 - 9 a.m. PT
Break


12 - 1 p.m. ET / 11 a.m. - 12 p.m. CT / 10 - 11 a.m. MT / 9 - 10 a.m. PT
Breakout Sessions
Recommended CEUs .1 / PDHs 1 / CPEs 1.2

cas Lessons Learned from COVID-19: Customer Service
CPE Field of Study: Specialized Knowledge
Whether you closed your facilities to the public or kept them open, had customer service staff work remotely or from modified work spaces, or changed up how you connected with customers during the height of the pandemic – share what you took away from the experience and hear the practices your peers recommend in handling customer accounting and services.

gafa Cyber Risk Management for Finance Pros
CPE Field of Study: Accounting
Everyone has a part to play in keeping a utility safe from cyber attacks. Review key problem areas you might encounter in accounting and finance, how you can play a part in preventing attacks, and what systems and procedures you can put in place to reduce the cost and impact of an attack within your organization’s finance department.

hrt Human Resources & Training Roundtable
HRCI: 1 / CPE Field of Study: Personnel/HR
Come prepared to discuss current issues in human resources and bring examples of successful training programs. Meet with peers to review the major challenges you each face within your organization.

it Information Technology Roundtable
CPE Field of Study: Specialized Knowledge
Join this ice breaker session to network with and learn more about your peers in public power IT and discuss your major initiatives and current challenges.

pma Pricing and Market Analysis Roundtable
CPE Field of Study: Specialized Knowledge
We asked, you answered -- and now we’ll discuss in depth. Join a roundtable discussion covering the primary issues you are dealing with at your utility in response to COVID-19 and other matters brought up on a survey of the Pricing and Market Analysis Committee.

rmi Risk Management & Insurance Roundtable
CPE Field of Study: Management Services
Meet with your utility peers to share successes and challenges in risk management and insurance. Be prepared to discuss hot button topics and take away new ideas.

Industry Spotlight Session


1 - 1:30 p.m. ET / 12 - 12:30 p.m. CT / 11 - 11:30 a.m. MT / 10 - 10:30 a.m. PT
Break


1:30 - 2:30 p.m. ET / 12:30 - 1:30 p.m. CT / 11:30 a.m. - 12:30 p.m. MT / 10:30 - 11:30 a.m. PT
Breakout Sessions
Recommended CEUs .1 / PDHs 1 / CPEs 1.2

cas The Financial Impact of COVID-19: Pivoting and Moving Forward
CPE Field of Study: Specialized Knowledge
The COVID-19 pandemic has significantly impacted the country along with the utility industry from both an economic and financial standpoint. Understanding customer needs and demands to meet their expectations is imperative for a utility's operations moving forward. Hear customer insights pre, during, and post COVID-19 through data collected as the pandemic evolves. Understand the ever-changing financial needs, concerns, priorities and fears of customers, and how utilities can adapt to support these critical needs. This holistic overview will also provide data points for customer service, accounting, and other service departments on how to pivot during these times.

gafa A Roadmap for Operational and Financial Health
CPE Field of Study: Financial
Learn the fundamentals of how to support organizational sustainability through long-term capital, operational, and financial planning. Walk through how to conduct operational reviews that uncover opportunities for improving processes, bolstering internal controls and reducing costs. Then identify how a financial and capital plan can close any budget gaps.

hrtit Making Cybersecurity Policies Stick
CPE Field of Study: Specialized Knowledge
It’s easy to find security software packages to buy, but the real trick is in getting people to understand and adhere to your security policies. Review strategies for building and managing a culture of cybersecurity.

pma Avoiding Shock: Communicating Rate Changes
CPE Field of Study: Specialized Knowledge
When it comes to their monthly bill, you don’t want customers to be caught off guard. If you need to raise your rates or want to offer a new rate design, customers will likely have many questions. Explore strategies for connecting with customers to avoid surprises and explain why any changes are necessary.

rmi Claims: Maximizing Your Recovery 
CPE Field of Study: Management Services
From turbine losses to utility dig in claims, maximizing your recovery and minimizing financial impacts to customers comes down to having the right people and right process for collecting the necessary information. Weigh the benefits and challenges of having an in-house claim department versus hiring a third-party vendor and tips for working with insurers and internal and external customers. Glean some best practices for investigating and documenting claims, and review policy language that extends coverage for claim investigations and forensic accounting.

Industry Spotlight Session


2:30 - 2:45 p.m. ET / 1:30 - 1:45 p.m. CT / 12:30 - 12:45 p.m. MT / 11:30 - 11:45 a.m. PT
Break


2:45 - 3:45 p.m. ET / 1:45 - 2:45 p.m. CT / 12:45 - 1:45 p.m. MT / 11:45 a.m. - 12:45 p.m. PT
Breakout Sessions
Recommended CEUs .1 / PDHs 1 / CPEs 1.2

casit Implementing Customer Engagement Technologies
CPE Field of Study: Specialized Knowledge
From creating custom customer portals to hosting live online chats and more - new technologies can positively impact the relationship between your customers and all areas of the utility. Hear how other utilities identify, fund and implement customer engagement technologies that also engage customer service, operations and executive teams.

gafa Accounting for Non-Financial Staff
CPE Field of Study: Accounting 
Accounting standards continue to evolve, with the intent of bringing increased clarity to an organization’s financial reporting. However, outside of the finance department, changing processes and information can be confusing. Get a deeper understanding of financial statements and the reporting process.

hrt What if We Can't Come In? Catastrophe Planning for HR
HRCI: 1 / CPE Field of Study: Personnel/HR
COVID-19, in all of its fury, took many organizations by surprise. Now, it’s time to learn from our experiences to be more prepared for the future. Get best practices and hear from an expert on how to enhance and improve your catastrophe plan.

pma Preparing the Way for Electric Vehicles
CPE Field of Study: Specialized Knowledge
The vehicle fleet is being increasingly electrified – and not just for light-duty vehicles. Hear how utilities are approaching different rate strategies related to electric transportation, from setting rates for transit fleets to incentives that encourage people to charge EVs off-peak and establishing fair pricing for third party public charging infrastructure.

rmi The State of the Market: Broker Roundtable
CPE Field of Study: Management Services
Disruption is all around: from pandemics, catastrophic weather events, and wildfires to increasing regulation, advancements in technology, cybersecurity threats, and new competition. Disruption isn’t just changing the utility business model, it’s also changing insurance pricing and availability. Learn how to translate these trends and changes into better terms and contracts for your utility.

Industry Spotlight Session


3:45 - 4:15 p.m. ET / 2:45 - 3:15 p.m. CT / 1:45 - 2:15 p.m. MT / 12:45 - 1:15 p.m. PT
Break


4:15 - 5:15 p.m. ET / 3:15 - 4:15 p.m. CT / 2:15 - 3:15 p.m. MT / 1:15 - 2:15 p.m. PT
Breakout Sessions
Recommended CEUs .1 / PDHs 1 / CPEs 1.2

cas Protecting Your Workplace from an Active Shooter
CPE Field of Study: Specialized Knowledge
Public places have been rampaged by violent and deadly events in recent years, and your workplace is not immune. Your survival can depend on the way you respond and what guidelines your utility has in place. Hear from the experts on the steps you can take to protect your employees on the front line.

gafa Public Power’s Ratings Outlook
CPE Field of Study: Specialized Knowledge
Representatives from the rating agencies share their outlook for public power and the electric utility industry and discuss the factors that could influence the utility industry’s ratings in the future.

hrtit Teleworking Policies and Technology
CPE Field of Study: Information Technology
Teleworking has become a norm for many workers in 2020. Yet, the tools available and how HR grants employees access to them varies widely. Discuss what changes to the ways we work today will mean for utility employees in the future.

pma Understanding Low-income Customer Usage
CPE Field of Study: Specialized Knowledge
One of the most important questions about rates is how any changes will impact low-income customers. While utilities cannot establish specific rates for low-income customers, they can better understand how much electricity these customers consume compared to others in the same rate class. Learn how public power utilities have used analysis about electric consumption patterns in discussing rates.

 rmi Go Green or Go Home: Paying for Renewables and Transferring Risk
CPE Field of Study: Specialized Knowledge
As communities ramp up interest in renewable generation, utilities are exploring how to pay for potentially significant new infrastructure projects. Learn how to manage finance options for renewable initiatives, battery storage considerations, and risk mitigation mechanisms.

Industry Spotlight Session


5:15 - 6:15 p.m. ET / 4:15 - 5:15 p.m. CT / 3:15 - 4:15 p.m. MT / 2:15 - 3:15 p.m. PT
Online Networking

Reconnect with old friends, meet new people, and network with other public power leaders. Whether this is your virtual happy hour or afternoon coffee break, grab your drink of choice and unwind with your peers.