Rate-Setting Essentials

Rate-Setting Essentials: Connecting Financial Planning, Cost-of-Service and Rate-Design

This three-day seminar provides guidance on how to evaluate financial policies and rate impacts to develop policies that are fair and objective, and on how to effectively communicate those policies to customers. You will learn time-honored strategies to get the rate your utility needs to be successful while still promoting community objectives.

November 5-7 | Dallas, Texas


Who Attends 

  • Water utility managers 
  • Rate analysts or designers 
  • Accounting or budget professionals 
  • Utility board members 
  • Municipal or regional government officials 
  • Water rate attorneys

Register by early-price cutoff (3 weeks out*) for the best rates! 

2019 Registration Rates
Non member 
Non member 
Seminar Registration  
Includes Day 1 lunch
$895 $1045  $995  $1145
*See each individual seminar for exact deadline  

Cancellation Policy: Cancellations must be received in writing and faxed or mailed to AWWA. Phone cancellations are not accepted. All cancellations postmarked/fax-dated by early deadline will receive a refund, minus a 25% administrative fee. Cancellations post-deadline will not be refunded; however, substitute registrants are welcome, if pre-approved in writing.

Photo and Information Release: By registering for this event, you agree to allow AWWA to use your photo in any AWWA-related publication or website. Registrants may receive show-related and promotional emails from sponsors. AWWA uses a third party for this service, and at no time was your email disclosed to sponsors.

This year marks 30 years of financial planning seminars at AWWA! More than 5,000 water professionals have enrolled and benefited from taking the Financial Management and Rate-Setting Essentials seminar. Join us for the next 30!

Learning Objectives

  • Evaluate financial policies and rate impacts
  • Develop defendable policies that are fair, equitable and objective
  • Get the rate your utility needs to be successful and still promote community objectives
  • Avoid rate shock by using proven techniques for capital budgeting and analysis
  • Establish cost-of-service rates by applying fundamental methodologies
  • Set fair revenue requirements Classify and allocate costs equitably


Seminar includes lunch on day one, an optional evening session on day two, and a CEU certificate showing 20 credit hours earned.  The AWWA M1 Principles of Water Rates, Fees and Charges manual is also available to seminar registrants at no additional cost (normally $106 member, $173 nonmember) and can be added to your purchase by checking the M1 Manual option during registration. Manual is optional and not required for the seminar.

Todd Cristiano is a Manager at Raftelis Financial Consulting. He has over 17 years' experience - 11 years as a consultant to utilities and 6 1/2 years as the Manager of Rates at Denver Water. His work includes most municipal services; water, wastewater, reclaimed water, electric and sanitation utilities across the United States. His expertise includes financial planning, cost-of-service analysis, rate design and development of impact fees for both utility and general government. As a consultant and a former water utility employee, Mr. Cristiano knows first-hand the challenges of navigating rate studies from both sides of the table. Todd has a BS in Chemical Engineering from the University of Tulsa and an MBA from the University of Colorado.

Shawn Koorn is an associate vice president with HDR Engineering Inc. specializing in the area of cost of service and rates for municipal water, wastewater, stormwater, solid waste, and electric utilities. Shawn has over 15 years of experience in providing financial planning, cost benefit analysis, valuation studies, and rate and cost of service studies for municipal utilities across the United States and Canada.