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2019 Business & Financial Conference Presentations
Final Program [pdf]
General Sessions
- Kelly, Sue, American Public Power Association - State of Public Power [29 pp]
- Leese, Kate, Kinetics Consulting LLC - Creating Influence by Stepping into Your Authentic Leadership Style [13 pp]
Customer Accounting and Service Sessions
- Ajdukovic, Bud, Kissimmee Utility Authority - Telecommuting: There’s No Place Like Home [16 pp]
- Artis, Francine, Tacoma Public Utilities; Gabel, Britton J., Omaha Public Power District; Price, Dustin, City Utilities of Springfield - Supporting Low-Income Customers Through Creative Programs [15 pp]
- Boston, Krista, Rochester Public Utilities; Van Esch, Toni, Owatonna Public Utilities - Getting the Best out of Your CSRs [23 pp]
- Brown, Corey; Molina, Michael, Phillips, Lucille, Fayetteville Public Works Commission - Improve Collections With AMI & System Integration [52 pp]
- Chan, Abel, The Energy Authority - Using AMI Data to Reduce Operating Costs, Improve Revenues, and Meet Customer Expectations [21 pp]
- Chapel, Dwayne, SMUD - Remote Agents:Home Is Where The Work Is! [9 pp]
- Eberly, Rob, Paymentus; Kiley, Peter, North Attleboro Electric Department; Smith, Kathy, Jonesboro City Water and Light - Maximize Your Customer Adoption of Electronic Billing and Payments [33 pp]
- Eglinton, John, Columbia Power & Water Systems - Enabling Customer Engagement Through AMI [15 pp]
- Gabel, Britton, Omaha Public Power District - Supporting Low-Income Customers Through Creative Programs [14 pp]
- Huber, Lon, Navigant - Enabling A Customer Centric Future [23 pp]
- Koopmann, Walter, IPKeys Power Partners - Enabling Customer Engagement Through AMI [7 pp]
- Navarre, Angela, Lafayette Utility Systems - AMI Implementation [11 pp]
- Price, Dustin, City Utilities of Springfield - Low Income Assistance Programs [14 pp]
- Sepulveda, Tanya, Salt River Project - Telecommuting: There’s No Place Like Home [15 pp]
General Accounting & Finance Sessions
- Bean, David, GASB - GASB Update [ 73 pp]
- Choukas-Bradley, James, McCarter & English, LLP; Norman, John, Municipal Capital Markets Group, Inc. - Pay Now, Save Later: The Benefits of Tax-Exempt Prepayments [31 pp]
- Humrickhouse, Caitlin, Baker Tilly; O'Rourke, Kyle, Baker Tilly - Transformative internal audit, Creating human capital, information technology and financial resiliency [14 pp]
- Kolar, John, Wells Fargo - Fraud Alert: Today’s Biggest Security Threats [16 pp]
- Lane, Michael; Brent, Maxwell, NewGen Strategies & Solutions - Forecasting Your Utility’s Financial Future [35 pp]
- Lindner, Chris, CPA, CGFM - We Need Closure –Tips For a Smoother Financial Statement Closing [35 pp]
- Long, Richard, Valley View Consulting, LLC - Are You Working for Your Bank, or Are They Working for You? [42 pp]
- Lund, Dawn, Utility Financial Solutions, LLC - What's in Your Piggy Bank? [53 pp]
- Overman, Eric, The Institute of Internal Auditors - Internal Audit Innovation - Perspectives from the IIA [12 pp]
- Ryers, Bethany; Zech, Gwen, Baker Tilly - Welcome To The Wonderful World Of Leases [70 pp]
- Schmidt, Rick, Black & Veatch Management Consulting, LLC - Change Management Countering, "That's The Way We've Always Done It!" [31 pp]
- Spengler, Jeb; Bennouna, Nabil, Piper Jaffray - Giving the Green Light: The Rise of the Environmentally Friendly Bond Market [28 pp]
- Taft, Ryan - Internal Audit - Your Best Offense [13 pp]
- Vines, Renee, CPA, CFE, CGMA - Internal Audit’s Changing Role [12 pp]
Human Resources & Training Sessions
- Boser, Shauna, Snohomish County PUD - Building An Effective Training Program [6 pp]
- Ellis, Bobby, Columbia Power & Water Systems - Background, Onboarding, Operationalizing [34 pp]
- Fitzke, Susan, Simon, Littler & Rachel, Chubb - Evolving Employment Liability Trends [24 pp]
- Giles, Dethra, SHRM-SCP, SPHR - The Business Care For Diversity and Inclusion [15 pp]
- Hartig, Wes, MedOne; Holt, John, Auxiant; Kissinger, Kip, UNICO - Supercalifragilisticexpialidocious! A Discussion on All Things Health Insurance [28 pp]
- Kieffer, Janet, Influence - Attracting, Inspiring, and Retaining Millennial Talent [47 pp]
- Rise, Jan, City of Fremont - Building an Effective Training Program [20 pp]
- Schmidt, Rick, Black & Veatch Management Consulting, LLC - Change Management Countering, "That's The Way We've Always Done It!" [31 pp]
- Schmidt, Rosa, Center For Energy Workforce Development - Doing More with Less - Adding HR Support Without the Headcount [27 pp]
- Thomalla, Ashley, SilverStone Group; Palmer, Mel, Lincoln Electric System; Krumm, Tammie, Missouri River Energy Services - Develop and Implement a Compensation Plan that Works [32 pp]
Information Technology Sessions
- Boettger, Lary, Revolutionary Security; Upchurch, Kaitlin, Marsh Wortham - What is Your Cybersecurity Responsibility? [36 pp]
- Bryans, Kyle, MS-ISAC - Information Sharing and Available Resources for Public Power [25 pp]
- Jakub, Johnathan, Lincoln Electric System - You Can't Do It All: The MSP Experience [13 pp]
- Kron, Erich, KnowBe4, Inc. - The Human Deception Problem, Understanding and Defending Against Social Engineering Attacks [36 pp]
- Mauncy, Carter, Florida Municipal Power Agency - ISACS & Cyber Mutual Assistance, Information Before, Aid After [20 pp]
- Thompson, Alan, American Public Power Association - Life After Email [42 pp]
Pricing and Market Analysis Sessions
- Berg, David A., Dave Berg Consulting - Rate Design –Don’t Forget About Commercial and Industrial Customers [39 pp]
- Bodek, David, S&P Global - S&P Global Ratings’Assessment Of Public Power Utilities’ Credit Quality [28 pp]
- Brown, Mark, Fayetteville Public Works Commission - Planning for and Implementing Time-of-Use Rates [17 pp]
- Durning, Michael, Gallagher Energy, Power & Utilities - Property Market Update & Trends [12 pp]
- Fee, Cynthia J., Aon Global Power - Casualty Market Update [18 pp]
- Hernandez, Alcides, SMUD - SMUD’s Time-of-Day Rate [22 pp]
- Koenig, Emily, Lincoln Electric System - Recovery of Fixed Costs at Lincoln Electric System [15 pp]
- Lara, Jose, Austin Energy - Advanced Metering Infrastructure, Impact of on Load and Rate Analysis [27 pp]
- Lee, Danny; Brackett, Solomon, City of Troy, Alabama - Getting the Most Out of Your AMI Investment [19 pp]
- Loyd, Josh, Burns & McDonnell - Electric Vehicle Load Forecasting and Demand Management Strategies [35 pp]
- Pennington, Dale, Utiliworks Consulting, LLC - Maximizing the Value of an AMI SystemAnd Leveraging it for a Smart City [22 pp]
- Restivo, Jennifer, SMUD - Strategic Rate Design, Why it’s important & some real life examples [30 pp]
- Reuscher, Randy, Fort Collins Utilities - The Right Rate at the Right Time - Lessons Learned from Time-Varying Rates [19 pp]
- Zummo, Paul, American Public Power Association - Behind-the-Meter Storage: Market Evolution, Customer Economics, and Utility Impacts [18 pp]
Risk Management & Insurance Sessions
- Copeland, Ike, Fayetteville Public Works Commission - Business Continuity 101: Readying for the Storm [22 pp]
- Fitzke, Susan, Simon, Littler & Rachel, Chubb - Evolving Employment Liability Trends [24 pp]
- McGarvey, Dan, Marsh JLT Specialty; Silvey, Heath, City Utilities of Springfield - Building A Winning Contractual Risk Transfer Team [41 pp]
- McGoldrick, Peter, Lockton Power - What’s Happening in the Insurance Market? [16 pp]
- Parkison, Jeff, City Utilities of Springfield - Balancing the Rewards and Risks of the Energy Markets [4 pp]
- Peterson, Alan, CAC Specialty; Meyers, Sandy, City Utilities of Springfield; Philpott Marcia, Salt River Project - Directors’ & Officers’ Liability Insurance, It’s Not Just About Mergers and Acquisitions [8 pp]
- Rosenkrantz, Amy, Culver Company, LLC - Building Resiliency Into Your ERM Process, Mitigate the Risks and Impacts of Negative Publicity Surrounding Public Safety Incidents [28 pp]
- Snook, Dennis, Omaha Public Power District - Business Continuity 101 - Readying for the Storm, Historic Flooding Impacts Midwestern Utility [15 pp]
2018 Business & Financial Conference Presentations
Final Program [pdf]
General Sessions
- Moline, Barry, California's Quest to Decarbonize and the Impact on the World...and You! [22 pp]
- Rockwood, Jennifer, Russell Reynolds Associates - Women's Breakfast Presentation [14 pp]
- Smoak, Coleman, Chair, American Public Power Association and General Manager, Piedmont Municipal Power Agency - Public Power Matters - Opening General Session [26 pp]
Customer Accounting and Service Sessions
- Bagley, Jolisa, Austin Energy - Pay as You Please--More Options for Customers [17 pp]
- Boyle, Jim, Braintree Electric Light Dept., A Safe Space for Customer Service [11 pp]
- Christian, Carl & Tillman, Tracy, Fountain, Colorado - High Consumption Issues [14 pp]
- Cohen, Gail, Braintree Electric Light Dept., - Engaging Customers in Energy Wellness [23 pp]
- Cohen, Gail, Braintree Electric Light Dept. - So You Have AMI...Now What?
- Ferrell, Ricardo, Tacoma Power - Cross-Train to Retain: Future-Proofing Your Staff [21 pp]
- Parker, Chris, Salt River Project - Hiring & Training on a Budget [8 pp]
- Vigeant, Michael, GreatBlue Research - What Customers are Saying about Public Power [19 pp]
- Werley, David, Bryan Texas Utilities - AMI Meter Data...Challenges & Opportunities [20 pp]
General Accounting & Finance Sessions
- Aschenbach, Daniel, Moody's Investors Service, Rating Agency Outlook for Public Power [19 pp]
- Delgado, Robert, KPMG - Tax on Fringe Don't Cringe - PPA Comp Benefits Update [42 pp]
- Faber, Stephen; and Gray, Lepley, PFM - Moving On Up –Investing in Today’s Rate Environment [53 pp]
- Fink, Chris, Bank of America Merrill Lynch, No Advance Refunding - Whats the Alternative [14 pp]
- Galloway, Wes, Government Accounting Standards Board - GASB Update [97 pp]
- Jakub, Jonathan, Lincoln Electric System - Asset Management Part 2 [28 pp]
- Koenig; Jakub - Transforming the Budget Process at Lincoln Electric System [16 pp]
- Lifton, Gareth, KPMG - Asset Management: Overcoming the Ten Sins [26 pp]
- Mace, Mike; and Lover, Chris, PFM - Public Power Utility Value from Outsider and Insider Perspective [53 pp]
- McCleskey, Kim, Northern Virginia Regional Park Authority - Beyond Numbers: Budgeting for Success [18 pp]
- McKay, Scott, Cherry Bekaert, LLP; Rogers, Claire, SMUD; and Ofelia Tamayo, Bandai Manco Holdings, USA, Inc. - Internal Audit [54 pp]
- Darlington, Olga; and Desimone, Julie, Moss Adams - ROI: Recruit, Onboard, Inspire Your Accounting Team [14 pp]
- Nelson, Weston, Moss Adams - No Utility is Too Big or Too Small for Solid Internal Controls [41 pp]
- Pidherney, Dennis, Fitch Ratings - Behind the Ratings Hear from the Big Three [27 pp]
- Shannon, Jeff, Bravium Human Development - Building a Culture of Credibility [33 pp]
Human Resources and Training Sessions
- Carter, Yvette, GRU, Transforming to a Culture of Inclusion Our Journey…so far! [11 pp]
- Decoteau, Jon, Society for Human Resource Management - Key Elements of an Effective Talent Strategy [60 pp]
- Dustin, Chris - Gallagher - Destination Employer Trends: Compensation & Engagement [43 pp]
- Fagan, Helen, Global Leadership Group - Understanding Diversity and Inclusion with Emotional Intelligence [25 pp]
- Goldstone; Schulz, Gallagher - How to Become a Destination Employer Part 2 [48 pp]
- Kalt, Michael; and Fox, Emily, Wilson Turner Kosmo LLP - Ask the HR Attorney [16 pp]
- Kesten, Stacy, Integrated Leadership System - Becoming a Mindful Leader… Regardless of Job Title [18 pp]
- King, Gary, SMUD - Expanding Your Talent Pool: Troops to Energy Jobs [9 pp]
- Schmidt, Rosa, CEWD - Expand Your Talent Pool: Troops to Energy Jobs [30 pp]
Information Technology Sessions
- Anderson, Julia, Snohomish PUD - ERP, What have you done to me? [13 pp]
- Christie, Fred, Easton Utilities - Using Data to Meet Unspoken Customer Needs [20 pp]
- Lasinski, Amanda, Baker Tilly - ERP: Is it for me? [33 pp]
Pricing and Market Analysis
- Beauchamp, Mark, Utility Financial Solutions - Rate Design: What's New, What's Right for You [37 pp]
- Brown, Ashley, Harvard Electric Policy Group - Value of Solar [24 pp]
- Chen, George, Los Angeles Dept. of Water & Power - Charging Ahead with Special Rates for Electric Vehicles [13 pp]
- Cohen, Gail - Braintree Electric Light Dept., - Charging Ahead Special Rates for Electric Vehicles [28 pp]
- Croff, Carsten, Seattle City Light, Retail Sales Forecast [15 pp]
- Cruz, John, Guam - Net Metering Recommendation [42 pp]
- Geronimo, Mariko, Brattle Group - Rate Design for Flexible Loads [41 pp]
- Kelly, Ted; and Vigeant, Mike - Customer Engagement in Rate Design [30 pp]
- Laney, Shannon, Red Clay, Dynamic Pricing for Electric Vehicles [22 pp]
- Mandip, Samra, Pasadena Water & Power - Load Analysis for Rate Makers [17 pp]
- Reger, Andrew, NewGen Strategies & Solutions, LLC - Flex Your Rate Muscles [16 pp]
- Sato, Tracy, Riverside Public Utilites - Flex Your Rate Muscles [8 pp]
- Siler, Ted, Holland Board of Public Works - Don't Just Give It Away, Charge Something [22 pp]
- Zummo, Paul, American Public Power Association - Value of the Grid [14 pp]
Risk Management & Insurance
- Adkins, Logan, Upchurch, Marsh Wortham - What's Happening in the Insurance Market [48 pp]
- Barnes, Fee, Hough, Myers - Risk Managment 101 Parts 1 and 2 [50 PP]
- Collier, Copeland, Silvey - Anatomy of a Claim [25 pp]
- Housel, Jennifer, FM Global - Risk Analysis and Loss Prevention [14 pp]
- Logan, Robert, McGriff, Siebels & Williams, Inc. - Whats Happening in the Insurance Market [23 pp]
- Macomber, Housel, Meyers - Risk Assessments & Loss Control Activities [52 pp]
- Magnifico, Nichole; and Silvey, Heath, City Utilities of Springfield, Missouri - The Damage is Done: Third Party Recovery [15 pp]
- Mandip, Samra, Pasadena Water & Power - Load Anlaysis for Rate Makers [17 pp]
- Meyers, Sandy - The Value of Risk Assessments and Loss Control [7 pp]
- Werland, Anthony - CPS Energy; and Willnerd, Bryan - Lincoln Electric System - Managing Broker Relationships [20 pp]
- Handout: Willnerd, Werland, McCall - Sample LES Broker RFP Document - Managing Your Broker Relationship [6 pp]
- Handout: The Damage is Done: Template Invoice [1 pp]
- Handout: The Damage is Done: Hypothetical Loss Scenario [1 pp]
- Handout: Property Claim Checklist [3 pp]
Presentations are available to Association members only. You must log in to view these presentations. If you do not have a username and password (or are not sure if you have one), please submit a request.