Business & Finance Conference

B&F Conference Sessions—Tuesday P.M.

Back to Business and Financial Conference Agenda


Tuesday, September 17

11:45 – 1:30 p.m.
Lunch on your own

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

cas Telecommuting: There's No Place Like Home
CPE Field of Study: Specialized Knowledge
Telecommuting used to be an occasional thing that a few employees would be allowed to do on a summer Friday. Thanks to advances in technology, more people are working remotely more often or even on a full-time basis – including CSRs. Learn how to implement an effective telework policy and hear about the benefits of telecommuting as well as its growing pains and challenges for employers.

Bud Ajdukovic, Manager of Customer Service, Kissimmee Utility Authority, Florida; Dwayne J. Chapel, Supervising Customer Service Representative, Sacramento Municipal Utility District, Sacramento, California; and Tanya Sepulveda, Supervisor, Salt River Project, Phoenix, Arizona

gafa The Power of Data Analytics
CPE Field of Study: Specialized Knowledge
In the ever-changing world of data, understanding, interpreting and analyzing your data is becoming increasingly important. Predictive analytics are seldom used in utilities but have the power to identify areas of concern well before traditional comparisons. Learn about the power of predictive analytics and how your utility can leverage its data in an efficient and effective manner. 

Olga Darlington, Business Assurance Senior Manager, Moss Adams, LLP, Everett, Washington; and Julie Desimone, Business Assurance Partner, Moss Adams, LLP, Portland, Oregon

gafa Rating Agency Panel
CPE Field of Study: Specialized Knowledge
Hear from representatives from the premier rating agencies as they share their outlook for public power and the electric utility industry and discuss which factors may influence the utility industry’s ratings in the future. 

David Bodek, Senior Director, Standard & Poor’s Rating Services, New York; Dennis Pidherny, Managing Director, Fitch Ratings, New York; and A.J. Sabatelle, Associate Managing Director, Moody's Investor Service, New York

hrtrmiEvolving Employment Liability Trends: There's No Such Thing as a Risk-Free Workplace
HRCI: 1.5 / CPE Field of Study: Personnel/HR
Diverse workforces, remote employees, and the “Me Too” movement have broadened the liability exposures for employers. Learn more about employment practices liability insurance (EPLI) coverage and what protection it can provide. Also hear from an attorney and a risk manager about recent trends with employment claims and best practices for mitigating these sensitive risks.

it You Can't Do It All: The MSP Experience
CPE Field of Study: Specialized Knowledge
Join us for a panel discussion on utilities’ experiences with managed service providers – and hear about the ups, downs, and everything in-between of what to expect in working with these vendors.

Clayton Dowell, Director of Engineering, Bristol Tennessee Essential Services

pma Beyond Billing: Getting the Most from AMI
CPE Field of Study: Specialized Knowledge
You’ve invested in AMI, but are you taking full advantage of the data it provides? AMI data can inform load management and research, help in planning for the future, advise city council and board members, and create innovative solutions. Explore best practices for maximizing your AMI investment for market analysis.

Bill Clarke, Executive Director, Strategic Innovations & Analytics, The Energy Authority, Jacksonville, Florida; Jose Lara, Energy Analyst, Austin Energy, Texas; and Dale Pennington, Managing Director, Utiliworks Consulting, LLC, Miami Beach, Florida

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 Improve Collections with AMI & Systems Integration
CPE Field of Study: Specialized Knowledge
Advanced metering infrastructure and system integration can save your utility considerable resources through remote billing, connect/disconnect, and payment and collection options. Find out how other utilities are saving with AMI-enabled technologies. Apply lessons learned to build a seamless collections processes with improved efficiencies, stronger controls, and less customer traffic to the utility. Ensure timely and accurate control of collections. Avoid shutting off a customer that has already paid.

Corey Brown, Manager Meter Services, Fayetteville Public Works Commission, Fayetteville, North Carolina; Michael Molina, MDM/RNI Operations Supervisor, Fayetteville Public Works Commission, Fayetteville, North Carolina; Lucille Phillips, Service Delivery Manager, Fayetteville Public Works Commission, Fayetteville, North Carolina

gafa Fraud Alert: Today's Biggest Security Threats
CPE Field of Study: Accounting
Advances in technology have brought more sophisticated fraud schemes perpetrated by tech-savvy criminals. Hear about various fraud threats that pose a risk to your organizations, such as business email compromise and online account takeover. Share solutions and best practices to identify fraud and protect your utility’s corporate assets, information, and reputation.

John Kolar, Fraud Prevention Manager, Wells Fargo Bank, New York, New York

gafarmi Directors and Officers Insurance: It's Not Just About Mergers and Acquisitions
CPE Field of Study: Specialized Knowledge
Your directors and officers are at risk from a variety of threats: derivative claims, natural catastrophes, fatalities, cyber-attacks, and more. Dive in deeper to the potential director and officer liability exposures for your utility and gain valuable insight on how to mitigate and transfer these risks. Also discuss how to educate your board on its responsibilities in preventing unintended liability exposure.  

Alan Peterson, Senior Vice President, McGriff, Seibels & Williams, Inc., Atlanta, Georgia; and Marcia Philpott, Manager, Insurance Services, Salt River Project, Phoenix, Arizona

hrt Develop and Implement a Compensation Plan that Works
HRCI: 1.5 / CPE Field of Study: Personnel/HR
Can management explain, and HR administer your compensation plan, or is it a point of confusion? Discuss how to conduct a comprehensive compensation study, create an implementation plan, and keep stakeholders informed throughout the process. Hear how two utilities partnered with a vendor to put their plans into motion.

Ashley Thomalla, Senior Consultant – HR Consulting, SilverStone Group, Omaha, Nebraska; Mel Palmer, Manager, Human Resources, Lincoln Electric System, Lincoln, Nebraska; Tammie Krumm, Manager, Human Resources, Missouri River Energy Services, Sioux Falls, South Dakota

it Life After Email
CPE Field of Study: Specialized Knowledge
Email is ubiquitous, but has problems with deliverability, security, and volume. Learn to shore up your system to prevent spoofing and discuss alternatives for effective internal and external communication.

Alan Thompson, Director, Information Technology, American Public Power Association, Arlington, Virginia

pma Pricing & Market Analysis Roundtable
CPE Field of Study: Specialized Knowledge
Meet with peers from utilities like yours to discuss current issues in pricing and market analysis. Bring your issues to the table on intraclass subsidies, demand rates, electric vehicle charging station rates, and the impact of technology on rates.