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Financial Management Seminar

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.

WHO ATTENDS

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

October 29-31, 2018 | Atlanta, Georgia

SEMINAR PRICING (S181029)

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 (this is not required for the seminar).

Registration Type

Member Rate
thru Oct. 5
Nonmember
Rate thru Oct. 5
Member Rate
after Oct. 5
Nonmember
Rate after Oct. 5

Seminar Registration

$895

$1,045

$995

$1,145


Register Online  or contact Customer Service at 800.926.7337 (select option #1) or 303.794.7711

Cancellation Policy

No refunds will be granted for no-show or cancellations. However, substitute registrants are welcome 14 days before the seminar takes place.
Fax requests for substitutions to 3 03.347.0804.


 SEMINAR LOCATION/HOTEL INFORMATION

Hyatt Regency Atlanta
265 Peachtree St NE
Atlanta, GA 30303
Room Rate: $175

Reservations can be made by individual call-in to 877.443.7829. Ask for the American Water Works Association group rate to receive the discounted rate. Applicable tax is subject to change without notice. Cut-off date for room rate is Wednesday, February 28, 2018, or whenever group room block is full, whichever occurs first. Please book early to ensure availability.

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

      Financial Management Seminar at-a-Glance
      ​*Subject to change

      Day One (7 Credit Hours)
      8:00 - 8:30 a.m.  Registration Open
      8:30 - 10:00 a.m.  Financial Management, Policies, and Rates
      10:00 - 10:15 a.m.  Break
      10:15 a.m. - noon  Budgeting and Financing, Key Issues
      noon - 1:00 p.m.
       Lunch (Included)
      1:00 - 3:00 p.m.
       Emerging Trends and Intro to Rate Setting
      3:00 - 3:15 p.m.
       Break
      3:15 - 4:30 p.m.
       Consideration in Setting Utility Revenue Requirements
         
      Day Two (7-9 Credit Hours) 
      8:00 - 10:00 a.m.  Cost of Service Studies
      10:00 - 10:15 a.m.  Break
      10:15 a.m. - noon  Cost of Service Studies (Continued)
      noon - 1:00 p.m.  Lunch (on your own)
      1:00 - 3:00 p.m.  Classification Procedures
      3:00 - 3:15 p.m.  Break
      3:15 - 4:30 p.m.
       Classification Procedures (Continued)
      4:30 - 6:00 p.m.
       Optional Session: Fundamentals of  System Development Charges
         
      Day Three (6 Credit Hours)   
      8:00 - 11:00 a.m.  Allocation Procedures
      11:00 - 11:15 a.m.  Break (Work Through Lunch)
      11:15 a.m. - 2:00 p.m.  Rate Design
         

       

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.

For questions regarding registration, lodging or general conference questions, please contact the Conferences and Events Group.