Back to Fall Institute Courses
Timing
Wednesday, October 5 – Friday, October 7
Wednesday – Thursday: 8:30 a.m. – 4:30 p.m.
Friday: 8:30 a.m. – Noon
Program Requirements
To earn this certificate, participants must complete the required curriculum and, within six months, pass an online exam, and submit a key accounts business/program plan.
Program Overview
Learn how to apply advanced key accounts strategies and tools to your work and take your program to the next level. Discuss best practices to enhance your key account services, provide focused support, refresh your key accounts program/business plan, and learn new team-building techniques. Learn how to properly utilize the Customer Action Plan tool by deploying a weekly, quarterly, and annual review process.
Take a deeper dive into key concepts from APPA’s Advanced Key Accounts Field Manual: A Guide for Next Level Service manual (attendees receive a copy in class), participate in skill-building exercises, and receive additional tips and tools to help apply what you’ve learned.
Program Topics
- Get a refresher on the Key Account Certificate Program curriculum
- Complete a key accounts program health assessment
- Develop a prioritized action plan to ensure your key accounts program is healthy and thriving
- Receive tips, tools, and templates to fix, upgrade and enhance your existing key accounts program and develop a roadmap for the future
- Learn advanced teambuilding techniques to ensure greater support and buy-in from colleagues and leadership
- Leverage the CAP review process to provide focused key account support
- Take a deep dive into the six sections of the Advanced Key Accounts Field Manual
- Learn how to craft a streamlined key accounts business/program plan
Program Level
Intermediate: This program builds on APPA’s Key Accounts Certificate Program (KACP) and is recommended for those who have participated in the KACP curriculum.
Accreditation
The following continuing education credits will be provided, after successfully completing the session (click here to review requirements). Certificates will be available by October 21.
Recommended CEUs 1.6/PDHs 16/CPEs 19.2
Field of Study: Specialized Knowledge
Recommended for
Utility key accounts personnel, joint action agency and state association employees, HR managers, and economic development personnel will all benefit from the practical applications and tools presented in this program. This is a logical follow-on for those who have participated in APPA’s Key Accounts Certificate Program.
Instructors
Erick Rheam is an accomplished speaker, educator, consultant, and author on key accounts and human dynamics. He authored the APPA’s Advanced Key Accounts Field Manual: A Guide for Next Level Service and co-authored the Key Accounts Field Manual: A Guide for Public Power Professionals. He is a recognized expert in the field of utility key accounts—teaching courses, regularly speaking at industry events and providing customized consulting to utilities across the United States. Erick has worked for and with public power utilities for 20 years, prior to forming his own company in 2020.
Pricing*
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Before Sept. 12 |
After Sept. 12 |
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Members |
$2,000 |
$2,050 |
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Others |
$4,000 |
$4,050 |
*Includes everything you need to participate in and graduate from the certificate program (registration for the coursework, program enrollment fee, materials, exam and post-course project grading, and graduation plaque).
See registration tab for more details and information on group discounts.
Questions?
Registration: [email protected]
Program/Content: [email protected]
Hotel: [email protected]
Billing: [email protected]
Registration Fees
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Registration received on/before Sept. 12 |
Registration received after Sept. 12 |
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| Members | Others | Members | Others | |
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Accounting |
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| Accounting Bundle: 3 courses (save $300) | $2,475 | $5,250 | ||
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$1,050 | $2,100 | $1,100 | $2,150 |
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$675 | $1,350 | $725 | $1,400 |
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$1,050 | $2,100 | $1,100 | $2,150 |
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Cost of Service & Rate Design |
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| COS/Rates Bundle: 3 courses (save $300) | $2,100 | $4,500 | ||
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$675 | $1,350 | $725 | $1,400 |
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$675 | $1,350 | $725 | $1,400 |
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$1,050 | $2,100 | $1,100 | $2,150 |
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Advanced Key Accounts Certificate Program |
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| Advanced Key Accounts Certificate Program*, Oct. 5-7 | $2,000 | $4,000 | $2,050 | $4,050 |
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Public Power Manager Certificate Program |
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| Public Power Manager Certificate Program* | $2,800 | $5,600 | $2,950 | $5,750 |
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$350 | $700 | $400 | $750 |
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$350 | $700 | $400 | $750 |
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$2,200 | $4,400 | $2,250 | $4,450 |
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$350 | $350 | $350 | $350 |
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Overhead Distribution |
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| Overhead Distribution Bundle (save $200) | $2,700 | $5,600 | ||
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$1,250 | $2,500 | $1,300 | $2,550 |
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$1,650 | $3,300 | $1,700 | $3,350 |
| The New 2023 NESC | ||||
| 2023 NESC Workshop, Oct. 6-7 (1.5 days) | $875 | $1,750 | $925 | $1,800 |
*Includes all required coursework and the program enrollment fee—everything you need to participate in and graduate from the certificate program.
**The program enrollment fee covers the cost of study material, review of the post-course project, and graduation plaque. This fee is included in the program package price .
Group Registration Discounts
Save money on each registration when your organization registers five or more people for the same class. The larger your group, the more you save! Registrations must be submitted on the same order (at the same time) to qualify for the group discount; discounts cannot be retroactively applied to previous orders.
If you need assistance, contact [email protected].
| Number of registrants | Class discount (per person) |
| 1-4 | n/a |
| 5-9 | $50 |
| 10-14 | $100 |
| 15-24 | $150 |
| 25+ | $200 |
Cancellations/No-Show/Refunds/Substitutions
Registrants who cancel in writing on or before September 26, 2022, are entitled to a refund of their registration fee, minus a $50 cancellation fee. Registrants who cancel after September 26 will not receive a refund, but attendee substitutions will be allowed. Registrants and no-shows who do not cancel by September 26 are responsible for the full registration fee and are not entitled to a refund. Cancellation requests must be made through your my.publicpower portal or addressed to [email protected]. If APPA cancels a course, you will receive a full refund.
Travel Arrangements/Hotel Parking
Travel arrangements and costs associated with hotel parking are the responsibility of the participants. APPA will not reimburse for changes in travel expenditures regardless of the cause.
Meals
A light breakfast, afternoon snack, and beverage breaks are included in the registration fee. All other meals are on your own.
Internet Access
Wi-Fi may only be available in hotel common areas (sleeping rooms and hotel lobby) and will not be available in APPA meeting rooms. Please make arrangements to use cellular data on your device or bring a MiFi or Internet hotspot for personal use. APPA will not provide a password for Wi-Fi.
Name Badges
Name badges can be picked up at the APPA registration desk at the hotel starting at 7:30 a.m.
Code of Conduct
Participants agree to abide by the APPA Code of Conduct. If participants engage in unacceptable behavior as outlined in the code, the Association may take any action it deems appropriate, including but not limited to, expulsion from the current and future meetings, with no warning or refund.
More information
Registration: [email protected]
Program/Content: [email protected]
Hotel: [email protected]
Billing: [email protected]
Hotel Information
The 2022 Fall Education Institute will take place at the:
Hyatt Regency San Antonio Riverwalk
123 Losoya Street
San Antonio, TX 78205
Reservations
- Phone: 800-233-1234
- Group Rate: $235 (Single/Double) per night (plus State and Local Taxes)
- Room Rate Cut-off Date: Sept. 12
- Group Code: G-AMPU
- Online Reservation Link: https://www.hyatt.com/en-US/group-booking/SATRS/G-AMPU
Logistics
- Check-in: 4 p.m.; Check-out: 11 a.m.
- Valet Parking: Valet Parking $52/overnight; Self-Parking $40/overnight
Please note: It is possible that the block of rooms could sell out prior to Sept. 12, so make your hotel reservations early.
Reservations & Cancellations
Please contact the hotel directly to reserve and manage your reservation. If you need assistance making reservations, contact [email protected].
Internet Access
Wi-Fi may only be available in hotel common areas (sleeping rooms and hotel lobby) and will not be available in meeting rooms. Please make arrangements to use cellular data on your device or bring a MiFi or Internet hotspot for personal use. APPA will not provide a password for Wi-Fi.
Location
All courses will be held in the Hyatt Regency San Antonio. The hotel is located about 10 miles from the San Antonio International Airport (SAT). Please contact the hotel for transportation options.
Travel Arrangements/Hotel Parking
Travel arrangements and costs associated with hotel parking are the responsibility of the participants. APPA will not reimburse for changes in travel expenditures regardless of the cause.
Earn While You Learn!
Participate in APPA programs to earn Continuing Education Units (CEUs), Professional Development Hours (PDHs) and Continuing Professional Education credits (CPEs).
What educational credits are available?
You can earn the following kinds of continuing education credits for attending live virtual and in-person sessions—provided the following requirements are met:
Requirements for Successful Completion: In-person
- Attendees must sign in each day, attend (and participate) in the entire course and complete an evaluation form at the end of class
- Partial credit cannot be given for partial attendance
- Attendance is monitored by an APPA staff member and the instructor
- Completion certificates will be added within 2 weeks to member profiles on the APPA website (for those who meet the requirements)
Requirements for Successful Completion: Virtual
- Attendees are required to attend and participate in 90% of the live virtual session and complete an online evaluation at the end.
- Partial credit cannot be given for partial attendance
- Attendance is monitored by an APPA staff member during the event, through an online report log, and upon review of the post-event evaluation data
- Completion certificates will be added within 2 weeks to member profiles on the APPA website (for those who meet the requirements)
- Virtual sessions are recorded (attendees automatically receive access to recordings within a week), though continuing education credits can only be given for attending live events. Recordings will be accessible for 90 days.
Continuing Education Units (CEUs): The American Public Power Association is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. For information regarding certification status, attendance requirements and obtaining attendee transcripts, contact [email protected] or 202-467-2921. Verify our IACET Accreditation.
Continuing Professional Education (CPE) Credits: The American Public Power Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Unless noted, there are no prerequisites for the courses offered and no advance preparation is required. Courses are group-internet based offerings at the basic program level (unless otherwise noted). Credit hours and areas of study for the courses are listed on the individual course pages. For more information regarding administrative policies, such as clarification of requirements, complaints, and refunds, please contact [email protected]
Professional Development Hours (PDHs): The American Public Power Association’s educational practices are consistent with the criteria for awarding Professional Development Hours (PDHs) as established by the National Council of Examiners for Engineering and Surveying (NCEES). Course eligibility and number of PDHs may vary by state.
What to Bring
If you are enrolled in one of the following courses, please note the items to bring with you. If your course is not listed, you do not have to bring anything.
- Advanced Public Utility Accounting: Bring a copy of your annual financial statement. Instructors will answer your questions on presentation and application of accounting policies and practices.
- Cost of Service Workshop: Implementation and Applications: Participants are required to bring a laptop with Excel and PowerPoint, to work through in-class exercises.
- Overhead Line Design Application Workshop: Participants are required to bring a laptop and a basic engineering calculator or app.
- 2023 NESC: Participants are required to bring a copy of the 2023 National Electrical Safety Code® (ANSI C2-2023) to the course. Copies can be purchased from IEEE (www.ieee.org; 800/701-4333).
Class Start/End Times
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Monday |
Tuesday |
Wednesday Oct. 5 |
Thursday Oct. 6 |
Friday Oct. 7 |
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Accounting |
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Public Utility Accounting |
8:30 a.m. – 5 p.m. | 8 a.m. – 4 p.m. | |||
| Work Order & Asset Management Accounting | 8:30 a.m. – 4:30 p.m. | ||||
| Advanced Public Utility Accounting | 8:30 a.m. – 4 p.m. | 8 a.m. – 3:30 p.m. | |||
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Cost of Service & |
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| Basic Cost of Service & Key Financial Concepts | 8:30 a.m. – 4:30 p.m. | ||||
| Strategic Rate Design: Trends and Distributed Generation Impacts | 8:30 a.m. – 4:30 p.m. | ||||
| Cost of Service Workshop: Implementation and Applications | 8:30 a.m. – 5 p.m. | 8:30 a.m. – 5 p.m. | |||
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Advanced Key Accounts |
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Advanced Key Accounts Certificate Program |
8:30 a.m. – 4:30 p.m. | 8:30 a.m. – 4:30 p.m. | 8:30 a.m. – Noon | ||
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Public Power Manager Certificate Program |
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| Strategic Challenges & Trends for Public Power (virtual: Sept. 27) | |||||
| Financial Planning, Management and Cost of Service Studies (virtual: Sept. 29) | |||||
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Strategic Leadership for Public Power |
8 a.m. – 4:30 p.m. | 8 a.m. – 4:30 p.m. | 8 a.m. – 4:30 p.m. | 8 a.m. – Noon | |
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Technical Training |
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| Overhead Distribution Principles & Applications (virtual: Aug. 23-31) | |||||
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Best Practices in Overhead Line Design |
8:30 a.m. – 4:30 p.m. | 8:30 a.m. – 4:30 p.m. | 8:30 a.m. – 4:30 p.m. | ||
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2023 NESC Workshop |
8:30 a.m. – 4:30 p.m. | 8:30 a.m. – Noon |
Registration/Name Badges
Name badges can be picked up at the APPA registration desk at the hotel starting at 7:30 a.m.
Meals
A light breakfast, afternoon snack, and beverage breaks are included in the registration fee. All other meals are on your own.
Hotel & Location
Click here for hotel and location information.
Dress code
The attire for the Institute ranges from business casual to casual—whatever you're comfortable in. Meeting room temperatures vary, so prepare to dress for cool conditions.
Cancellations/No-Show/Refunds/Substitutions
Registrants who cancel in writing on or before September 26, 2022, are entitled to a refund of their registration fee, minus a $50 cancellation fee. Registrants who cancel after September 26 will not receive a refund, but attendee substitutions will be allowed. Registrants and no-shows who do not cancel by September 26 are responsible for the full registration fee and are not entitled to a refund. Cancellation requests must be made through your my.publicpower portal or addressed to [email protected]. If APPA cancels a course, you will receive a full refund.
Travel Arrangements/Hotel Parking
Travel arrangements and costs associated with hotel parking are the responsibility of the participants. APPA will not reimburse for changes in travel expenditures regardless of the cause.
COVID-19 Safety Protocols
The safety of those attending the American Public Power Association (APPA) 2022 Fall Institute is our top priority. We are partnering with the hotel, have talked to local health officials, and are applying lessons learned from other associations to ensure we follow all the best practices for safely hosting in-person meetings in the current environment. We are relying on everyone to do their part to keep themselves and everyone else safe during the conference.
All participants in the 2022 Fall Institute must agree to adhere to APPA’s safety protocols for the meeting, and all applicable state and local guidelines.
Safety protocols will be updated as the situation evolves and will be communicated to all participants before the event.
Where and when are the next Education Institutes?
Spring Institute
May 8-12, 2023
Denver, Colorado
Questions?
Registration: [email protected]
Program/Content: [email protected]
Hotel: [email protected]
Billing: [email protected]
