Business & Finance Conference

B&F Conference Sessions—Monday P.M.

Back to Business and Financial Conference Agenda

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Monday, September 14

1:30 – 3:00 p.m.
Breakout Sessions
Recommended CEUs .2 / PDHs 1.5 / CPEs 1.8

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 Large Utility Roundtable
CPE Field of Study: Accounting
Meet with peers from large utilities to network and discuss the accounting and finance topics that are important to your organization. Come ready to participate and bring your success and challenges to the table.

gafa Small Utility Roundtable
CPE Field of Study: Accounting
Meet with peers from small utilities to network and discuss the accounting and finance topics that are important to your organization. Come ready to participate and bring your success and challenges to the table.

casgafahrtitpma Joint Action Agency/State and Regional Association Roundtable
CPE Field of Study: Specialized Knowledge
Meet with representatives from other joint action agencies and state and regional associations to discuss your most pressing challenges and share successful strategies in business and finance.

hrt Know What You’ve Got Before its Gone
HRCI: 1.5 / CPE Field of Study: Personnel/HR
Cover the components of an effective succession plan and review best practices to enhance your succession planning efforts. From identifying the positions most critical to your utility’s success, to documenting and enhancing processes, and aligning talent development with your organization’s strategic direction – join the discussion to meld these practices with the realities and challenges unique to your organization.

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.


3:00-3:15 p.m.
Break with Sponsors


3:15 – 4:30 p.m.
Breakout Sessions
Recommended CEUs .1 / PDHs 1.25 / CPEs 1.5


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 Don’t Panic: Go Paperless!
CPE Field of Study: Accounting
Every accountant loves their spreadsheets, journal entry and paper, but as more employees work from home and business interruptions arise, it is more practical to go paperless. Get ideas for how to automate some of your daily tasks, set up an all-electronic accounts payable workflow, and implement controls to preserve data integrity.

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.

hrt What if We Can't Come In? Catastrophe Planning for HR
HRCI: 1.5 / 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.

it 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.


4:45 – 6 p.m.
Women in Public Power: Coffee & Conversation
Our ever-popular networking event for women working in public power takes on a new format this year. Join your peers for afternoon coffee and conversation to celebrate successes and share challenges.


6 p.m.
Young Professionals Happy Hour
Meet up with other young professionals from public power utilities, affiliates, and partner organizations at a relaxing, fun, pay-your-own-way happy hour. Share a drink and discuss how to take on the future.