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.


  • 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


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

Seminar Registration





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

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.


Hyatt Regency Atlanta
265 Peachtree St NE
Atlanta, GA 30303

Housing for this event has closed. If you would like to make a reservation, please call the Hyatt Regency Atlanta at 404.577.1234.

The Hyatt Regency Atlanta is a landmark destination located in the heart of downtown Atlanta. Conveniently connected to the MARTA transit system allowing for easy access to major attractions. Blocks away from Georgia World Congress Center, Georgia Aquarium and the World of Coca-Cola.

Alert: AWWA is aware of multiple organizations contacting attendees to solicit hotel rooms. Reservations made through any other housing services company cannot be guaranteed by AWWA and could result in hidden charges, unusual restrictions, or incorrect hotel placement. If you are contacted by an agency other than Par Avion - the official AWWA Housing Bureau, please email AWWA Lodging


  • 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.
      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.