Back to Winter Institute Courses
Thursday, Feb. 7 – Friday, Feb. 8
Thursday: 8:30 a.m. – 4 p.m.
Friday: 8 a.m. – 3:30 p.m.
Course Overview
Most of the crucial decisions that electric utilities make require financial information. Utility accounting staff must understand how accounting principles and practices impact financial reporting to internal and external stakeholders. This course examines complicated aspects of accounting theory and practice to inform planning and decision-making by management.
Course Topics
- Presentation of financial statements
- Introduction to sustainability accounting standards
- Using regulatory accounting to mitigate ratepayer and financial reporting impacts
- Financial statement analysis and its role in strategic planning
- Capital structure and financing utility infrastructure projects
- Establishing strong internal controls to efficiently allocate resources and deter fraud
- Governmental accounting pronouncements update
- Accounting for contingencies, capitalized interest, asset impairments and asset retirement obligations
- Update on implementing the new GASB Pension Standard
Sample Agenda/Learning Outcomes
Download a sample agenda.
What to Bring
Bring a copy of your annual financial statement. Instructors will answer your questions on presentation and application of accounting policies and practices.
Course Level
Intermediate/Advanced: No prerequisites; no advance preparation. Recommended as a follow up to the Public Utility Accounting course.
Accreditation
Recommended CEUs 1.2/PDHs 11.75/CPEs 14
Field of Study: Accounting
Who Should Attend
Designed for accounting and finance personnel with a basic knowledge of utility accounting theory and practice.
Instructors
Russ Hissom, CPA, CIA, CISA is a partner in the utilities and energy practice of Baker Tilly. Russ has extensive experience in providing risk advisory and internal audit services, implementing and improving work order asset management systems, software selection and implementation projects, financial and compliance audits, management audits, business process and controls reviews, establishing succession planning programs, and operational and financial training for utilities. He is a co-author of recent publications on Information Technology Governance, Sustainability Accounting Standards for Utilities and Developing an Effective Utility Software Selection Process.
Bethany Ryers, CPA, Manager in the Baker Tilly Energy and Utilities Team, has been with Baker Tilly since 2006. She specializes in providing auditing, accounting, and consulting services to utilities. She counts among her clients some of the largest public power systems in the United States and she has helping them with implementing the latest GASB statements. She is involved with a number of state electric, water, and wastewater organizations and is also a member of the AICPA and several state accounting associations.
Register online or complete the registration form.
Course Fees
Members: $845
Nonmembers: $1,690
Prices increase $50 after Jan. 14
Interested in attending another course at the Winter Institute? More information on courses and fees are available on the main Winter Institute page.
Travel Arrangements
Travel arrangements and costs are the responsibility of the participants (including hotel parking, WiFi, incidentals, etc.). The Association will not reimburse for changes in travel expenditures regardless of the cause.
Meals
Beverage breaks are included in the registration fee. All meals are on your own.
Internet Access
WiFi 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. The Association will not provide a password for WiFi.
Name Badges
Name badges can be picked up at the Association's registration desk at the hotel starting at 7:30 a.m.
Cancellations/No-Show/Refunds/Substitutions
Registrants who cancel in writing on or before Jan. 28, 2019, are entitled to a refund of their registration fee, minus a $50 cancellation fee. Registrants who cancel after Jan. 28 will not receive a refund, but attendee substitutions will be allowed for this event only. Registrants and no-shows who do not cancel by Jan. 28 are responsible for the full registration fee and are not entitled to a refund. Cancellations must be made in writing and emailed to [email protected].
The 2019 Winter Education Institute will take place at:
Sheraton Grand Nashville Downtown
623 Union Street
Nashville, TN 37219
- Main telephone: 615-259-2000
- Group Rate: $225 Single/Double (plus tax)
- Check-in: 3 p.m.
- Check-out: 11:00 a.m.
- Parking: Valet Parking: ($39/day); Self-Parking: ($35/day)
- Internet Access: Complimentary wireless High-Speed Internet connection in sleeping rooms
Reservations
- Reservation Cut-off Date: January 14, 2019
- Reservation Telephone: 1-800-325-3535
- Group Code: APPA-2019 Winter Institute
- Online Reservation Link: https://www.starwoodmeeting.com/Book/APPA2019WinterInstitute
Internet Access
WiFi 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. The Association will not provide a password for WiFi.
Location
The hotel is located about 10 miles from the Nashville International Airport (BNA). Please contact the hotel for transportation options.For directions and transportation options, contact the hotel directly.
Need Assistance?
If you require assistance with hotel/travel arrangements, please contact Meeting Services at 202-467-2941 or [email protected].
What is the conference 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 Jan. 28, 2019, are entitled to a refund of their registration fee, minus a $50 cancellation fee. Registrants who cancel after Jan. 28, will not receive a refund, but attendee substitutions will be allowed for this event only. Registrants and no-shows who do not cancel by Jan. 28 are responsible for the full registration fee and are not entitled to a refund. Cancellations must be made in writing and emailed to [email protected].
Where and when is the next Institute?
Spring Institute
May 6-10, 2019
Omaha Marriott Downtown at the Capitol District
Omaha, Nebraska
Fall Institute
September 30 - October 4, 2019
Hotel Contessa
San Antonio, Texas
More questions?
Contact us at [email protected] or call 202-467-2976.