Business & Finance Conference

B&F Conference Sessions—Tuesday A.M.

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Tuesday, September 17

bf

8:30 a.m. — 10:00 a.m.
Breakout Sessions
Recommended CEUs .2 / PDHs 1.5 / CPEs 1.8

cas Getting the Best Out of Your CSRs
CPE Field of Study: Specialized Knowledge
Training your CSRs is just the first step. Continually getting the best out of them requires a commitment to coaching and ongoing support. Learn which measurements your peers use to assess CSR performance, how to use those assessments to coach positive agent behavior, and how to reevaluate the data to improve your process.

gafa The Great GASB
CPE Field of Study: Auditing (Governmental)
Ask and get answers for your questions about the Governmental Accounting Standards Board (GASB), including its history, structure, and functions. Learn about the latest standards, what’s coming down the pipeline, and how the standards might affect your utility.  (Continues at 10:30 a.m.)

 

gafa Are Your Working for Your Bank or are They Working for You?
CPE Field of Study: Management Services
Your bank should be more than a place that sends you monthly statements, it should be a partner in supporting your utility’s finances. Learn from the experts and get new ideas for reviewing your bank analysis statements, taking advantage of offerings such as PCard, and preparing an RFP for a new banking partner. 

Richard Long, Jr., Manager, Valley View Consulting, LLC, Huddleston, Virginia; and Emily Upshaw, Consultant, Valley View Consulting, LLC, Austin, Texas

 

hrt Networking Discussions: Hot Topics in HR
HRCI: 1.5 / CPE Field of Study: Personnel/HR
Join your human resources and training colleagues for knowledge sharing on hot topics including workplace flexibility policies, succession planning including knowledge transfer, strategic planning, new benefit programs, and learning and development updates.

 

it Knowbe4: Cyber Safety for Employees
CPE Field of Study: Information Technology
Cyber safety, like physical safety, is everyone's responsibility. Learn about knowbe4, one of the best tools available to help your organization stay safe.

Erich Kron, Security Awareness Advocate, KnowBe4, Clearwater, Florida

 

pma Load Forecasting and Strategic Rate Design     
CPE Field of Study: Specialized Knowledge
Historically, load forecasts were tightly correlated to economic growth. Now, energy efficiency, demand-side management, distributed energy resources, new building standards, and innovative technologies have a greater impact on load forecasts. Learn some new modeling techniques for load forecasting and discuss how to overcome the special challenges in rate design in this operating environment.

Zoe Dadap, Energy Analyst, Austin Energy, Texas

 

rmi Evaluating and Quantifying Your Reputational Risk
CPE Field of Study: Management Services
As a public-facing entity, your utility has special responsibilities and duties in communicating with and educating your various customer groups. Learn basic principles to assist your utility in evaluating and quantifying this exposure as an enterprise risk. Gain an awareness of how to manage social media, public safety announcements, and post-event clean-up.

Scot Macomber, Vice President - Loss Control Utility Operations, AEGIS Insurance Services, Inc., Bergen, New Jersey; and Amy Rosenkrantz, Director, Strategic Services, Culver Company, San Francisco, California

 

10:00 – 10:15 a.m.
Break With Sponsors

10:15 – 11:45 a.m.
Breakout Sessions
Recommended CEUs .2 / PDHs 1.5 / CPEs 1.8

 

cas Maximize Your Customer Adoption of Electronic Billing and Payments
CPE Field of Study: Specialized Knowledge
You might offer customers paperless billing and online payments, but your customers have become accustomed to even more technology to manage their bills – mobile applications, e-billing, text messaging. Learn creative ideas and best practices to increase adoption rates and customer satisfaction of your automated programs all while trying to navigate the complex world of payment processing services, PCI compliance, and tight budgets.

gafa The Great GASB, the Sequel
CPE Field of Study: Accounting (Governmental)
Ask and get answers for your questions about the Governmental Accounting Standards Board (GASB), including its history, structure, and functions. Learn about the latest standards, what’s coming down the pipeline, and how the standards might affect your utility.  (Continued from 8:30 a.m. session)

 

gafa Forecasting Your Utility's Financial Future
CPE Field of Study: Finance
Are you using the most appropriate key performance indicators to measure your utility’s financial health? Whether you are new or seasoned, or at a utility large or small, if you’re focused on forecasting, join this session to learn about tools to plan your utility’s future. From aligning financial goals across departments to effectively using your data and partnering with your governing body – review what you can do both in the short-term and long-term for success.

Maxwell Bernt, Director, and Michael Lane, Director, NewGen Strategies & Solutions, Brentwood, Tennessee

 

hrt Supercalifragilisticexpialidocious! A Discussion on All Things Health Insurance
HRCI: 1.5 / CPE Field of Study: Personnel/HR
As health insurance options evolve, utilities need to keep up. Compare the pros and cons of options such as self-funded versus fully insured and broker versus benefits consultant relationship. Discuss cost containment measures including pharmacy and other trending hot topics in health insurance.

Wes Hartig, Chief Executive Officer, MedOne, Dubuque, Iowa; John Holt, National Sales Director, Auxiant, Wauwatosa, Wisconsin; and Kipp Kissinger, Vice President, UNICO, Lincoln, Nebraska,

 

it Cybersecurity Roundtable
CPE Field of Study: Information Technology
Meet with peers from utilities like yours to discuss current issues in cybersecurity. Bring your issues to the table on policy, NERC/CIP frameworks, training, third party security, and more.

pma Electric Vehicles: How Much Will Demand Change?
CPE Field of Study: Specialized Knowledge
With the past few years seeing record sales of electric vehicles, more of your customers will be increasing their demand to charge their vehicles. Learn how you can forecast realistic EV loads and energy sales and get techniques to manage peak load growth through demand management and strategic rate design.

Adam Young, Project Manager, Burns & McDonnell, Kansas City, Missouri

 

rmi What's Happening in the Insurance Market
CPE Field of Study: Management Services
Learn how a number of trends – such as increasing regulation, dramatic advancements in technology, growing cybersecurity threats, changing customer behaviors, and new competition – are disrupting the insurance market. Gain an understanding of the effects of these trends on insurance pricing and availability so you can better negotiate terms and contracts for your utility.

Michael Durning, Senior Director, Energy, Power and Utilities, AJ Gallagher, Avondale, Pennsylvania; Cynthia Fee, Senior Casualty Power Specialist, AON Risk Services, Sacramento, California; and Pete McGoldrick, Senior Vice President – Lockton Power, Lockton Companies, Tampa, Florida