Business & Financial Conference SAN ANTONIO, TEXAS • SEPT. 18-21, 2016

MORE THAN 50 SESSIONS ON ACCOUNTING & FINANCE • CUSTOMER ACCOUNTING & SERVICES • HUMAN RESOURCES & TRAINING • INFORMATION TECHNOLOGY • PRICING & MARKET ANALYSIS

www.PublicPower.org/BandF • @publicpowerorg #publicpower

DIAMOND SPONSORS

Where Power and Knowledge Meet

CO-HOST

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Everything you learn at the American Public Power Association’s Business & Financial Conference will help you improve your utility’s performance and bottom line. Learn how changes in the national energy landscape impact your utility’s future. Discover how to turn challenges to opportunities and better position your utility and staff to succeed. Connect with experts and with hundreds of public power professionals from utilities like yours, who are working to find solutions to the same pressing issues you face.

Conference Mentor Program NEW! If you’re a first-time attendee, or the only one from your organization, pair up with a seasoned conference-goer who’ll show you the ropes. Your mentor will meet you at Sunday evening’s welcome reception and stay in touch with you throughout the conference. Want to have a conference mentor or serve as one? Select the check-box on the registration form or contact APPA at [email protected]; 202-467-2919.

Who Should Attend Seasoned utility business and finance professionals who want to refresh learning and connections, as well as those who are new to the electric utility industry or roles in n Accounting & Finance n Customer Accounting & Services n Human Resources & Training n Information Technology n Pricing & Market Analysis

“Of all the public power conferences I have been to, I find that the APPA Business & Financial Conference always offers a lot of practical instruction, in addition to valuable networking opportunities. The notes and contacts that I come back to my job with from this conference are invaluable. I plan to bring more of my staff with me in coming years.“ Carol Martucci, Director, Accounting & Financial Reporting, Massachusetts Municipal Wholesale Electric Co., Ludlow, Mass.

Breakout Sessions at a Glance 9:15 – 10:15 a.m.

10:30 – 11:45 a.m.

1:30 – 3 p.m.

3:15 – 4:30 p.m.

Customer Accounting & Services

Monday, Sept. 19

Customer Accounting & Services Meet & Greet

Empowering Customers with New Technology & Communication Platforms

Customer Service Policies and Procedures: Best Practices and Trends

Unique Customers and Their Unique Needs

General Accounting, Finance & Audit

Enhancing Internal Controls

Succession Planning in Finance & Accounting

GAAP, GASB, & FERC: What’s the Difference?

Internal Audit Roundtable

Long-Range Financial Planning

Developing a Rating Agency Outlook Performance for Public Power Management Program: Monitoring Contractor/ Joint Power Plant Owner Performance

Investor Perspectives on Public Power Bonds

Human Resources & Training

Meet Your HR & Training Colleagues

Strategic Planning’s Impact on HR Policies and Procedures

Hiring & Training the Next Generation of Utility Workers

Building an Ethical Workplace Culture

Information Technology

IT’s Role in Distributed Energy Resource Planning

Top 10 Things to Do With Your Meter Data Management Information

Minimizing the Risk: Enhancing Your Physical and Cybersecurity

Tech Talk: Transforming, Adapting, and Engaging – Applying Technologies that are Driving the Utility of the Future

Pricing & Market Analysis

Fixed Cost Recovery

New Rate Options for a New Era

Using Market Analysis for Strategic Purposes

Financial and Rate Challenges of Going Green

8:30 – 10 a.m.

10:15 – 11:45 a.m.

1:30 – 3 p.m.

3:15 – 4:30 p.m.

Customer Accounting & Services

Impacts of Cyber and Physical Security on Customers and Customer Service

Rate Changes: What the Customer Needs to Know

Turning Customers into Advocates for Public Power

So You Have AMI/AMR, Now What?

General Accounting, Finance & Audit

GASB Update: Part 1

GASB Update: Part 2

Mitigating Fraud in Your Organization

Large Utility Roundtable

Legislative Updates and Financial Impact

Utility Financial Trends & Alternative Financing Options

Rating Agency Metrics

Small Utility Roundtable

Tuesday, Sept. 20

Joint Action Agency Roundtable Human Resources & Training

Strategies to Increase Diversity in Your Talent Pool

Active Shooter in the Workplace

Ask An HR Attorney

HR & Training Roundtable

Information Technology

Public Power Forward: IT in a Changing Industry

Opportunities to Enhance Services, Reduce Costs, and Create Efficiencies Through Managed Services

Developing a Technology Roadmap

Enhancing Mobility Across Your Enterprise

Pricing & Market Analysis

Rate Changes: Getting Stakeholders to Buy In

Battery Storage: Applications, Costs, and Revenue Impacts

Shaping Your Solar Destiny: Utility-led Options

Pricing and Market Analysis Roundtable

Wednesday, Sept. 21

8:30 – 10 a.m.

Customer Accounting & Services

Customer Accounting & Services Roundtable

General Accounting, Finance & Audit

Key Players…IT, HR, and Finance’s Role in Developing a Business Continuity Plan and Testing Disaster Recovery Capabilities

Human Resources & Training Information Technology Pricing & Market Analysis

Mitigating Stagnant Load Growth

Sunday, September 18 8 a.m. – 6:30 p.m. • Conference & Seminar Registration

PRECONFERENCE SEMINARS With longer class times, smaller class sizes, interactive formats, and experienced instructors, preconference seminars help you maximize your conference experience. Preconference seminars require separate registration.

8:30 a.m. – Noon

8:30 a.m. – Noon

Best Practices for Public Power Utility Management

Current Issues in Public Utility Accounting

The need to balance financial complexities, new technologies, regulatory requirements, customer expectations, and staffing shortages call for improving all aspects of utility management and operations. Attend this seminar to learn utility best practices from professionals who have worked with hundreds of public power utilities. Discover real-world strategies to address customer service, operations, rates and pricing, accounting and finance, human resources, technology, cybersecurity, and community outreach issues.

Get an update on accounting guidance and interpretations issued to keep up with changes in energy markets, technology, and reporting requirements. Learn about lessons from implementing GASB 67 and 68, GASB exposure drafts and impacts on enterprise funds, current technical bulletins, and recent GASB pronouncements and potential impacts on utility reporting. Discover how to use regulatory accounting to develop efficient and effective rate structures and to decouple utility accounting and reporting.

Instructors: Jeff Bridgland, Advisory Board, N-Dimension Solutions, Greer, S.C.; Mark Beauchamp, President, Utility Financial Solutions, Holland, Mich.; and Steve VanderMeer, Senior Vice President, Planning & Marketing, Hometown Connections, Fort Collins, Colo.

Instructors: Bethany Ryers, CPA, Manager,

Recommended CEUs .3/PDHs 3.25/CPEs 3.5, Specialized Knowledge and Applications

Recommended CEUs .3/PDHs 3.25/CPEs 3.5, Accounting

Baker Tilly, Madison, Wis., and CPS Energy representative, San Antonio, Texas

“The variety of sessions available at the B&F Conference is excellent. They always manage to keep it current and provide valuable information for our utility.” Kathy Roberts, Manager, Corporate Planning & Business Development, Owensboro Municipal Utilities, Kentucky

The American Public Power Association represents not-forprofit, community-owned electric utilities that power homes, businesses and streets in nearly 2,000 towns and cities, serving 48 million Americans. With no divided loyalties, these utilities are focused on a single mission — providing reliable electricity at a reasonable price, while protecting the environment. These public power utilities generate or buy electricity from diverse sources.

The APPA Academy is public power’s complete resource for professional education and certification. Through a variety of delivery methods, the APPA Academy helps electric utility employees stay abreast of rapidly moving industry technologies and regulatory requirements.

1:30 – 5 p.m.

1:30 – 5 p.m.

Recommended CEUs .3/PDHs 3.25/CPEs 3.5, Specialized Knowledge and Applications

Recommended CEUs .3/PDHs 3.25/CPEs 3.5, Specialized Knowledge and Applications

New Strategies in Financial Planning and Budget Modeling

This interactive class is designed to demonstrate the new and expanded capabilities of Excel and discuss the importance of effectively communicating financial forecasts and scenarios to governing bodies. Attendees will receive a financial model to work through in class, allowing for a hands-on experience and scenario analysis and practical application of the course concepts. Course Topics • The interrelated aspects of financial planning, cost of service and rate modeling • Big data capabilities of new Microsoft Excel add-ins that allow manipulation and analysis of millions of rows of data • Case studies from Keys Energy and CPS Energy to demonstrate and discuss different ways to utilize financial planning and budget models • Scenario building and analysis, based on attendee input, to plan capital spending, rates and debt issuances, though use of a dynamic modeling environment Who Should Attend This course is designed for public utility accounting and finance personnel—at utilities large and small—including: chief financial officers, executive and management-level employees involved in finance, accounting, strategic pricing, as well as rate analysts from large and small public utilities.

Distributed Generation: Cost of Service and Rate Design

Utilities are moving toward more accurate rate structures to recover costs from customerinstalled distributed energy resources (DER). Due to lack of metering information, many electric rate structures had little relationship to fixed- and variable-cost recovery from customers, which caused revenue stability and cross-subsidization issues on future DER installations. Customers often provide energy back to the grid, and utilities pay for the excess generation at a rate based on the utilities’ rates or on the avoided cost or value of solar. This seminar will cover the methods used to value distributed energy resources and the cost impacts on power supply, transmission, and distribution. Learn what cost of service information should be used to value customer solar and how to determine rates under net metering, net billing, and buy-all, sell-all arrangements. Discover the rate changes you should consider with or without automatic meter reading. Who Should Attend This seminar is ideal for general managers, policymakers, finance and accounting personnel, and rate analysts. Instructor: Mark Beauchamp, CPA, CMA,

MBA, President, Utility Financial Solutions, Holland, Mich.

What to Bring To participate fully in this course, attendees are required to bring a laptop with Microsoft Excel. Instructors: Max Bernt, Analyst, NewGen

Strategies & Solutions, Brentwood, Tenn.; Yvette Cardiel-Perez, Director of Financial

Planning and Analysis, CPS Energy, San Antonio, Texas; Michael Lane, Director, NewGen Strategies & Solutions, Brentwood, Tenn.; and a representative from Keys Energy, Key West, Fla.

5 – 6:30 p.m. Welcome Reception Visit with colleagues and learn about the products and services conference sponsors offer.

Monday, September 19 7 a.m. – 5 p.m. • Conference Registration

7 – 8 a.m.

NETW O R K IN G C ON TIN E N TAL BR E A K FA S T

Make the most of your time at this informal breakfast. No speakers or moderators — just visit with your peers and the conference sponsors.

8 – 8:45 a.m.

O PENING G E N E RAL SE SSION Recommended CEUs .1 / PDHs .75 / CPEs .9, Specialized Knowledge and Applications

W ELC O ME TO SAN AN TON IO

Paula Gold-Williams, Interim President & Chief Executive Officer, CPS Energy, San

Antonio, Texas Paula Gold-Williams was named Interim President & Chief Executive Officer in November 2015. Prior to this appointment, she served as Group Executive Vice President - Financial & Administrative Services, Chief Financial Officer (CFO) & Treasurer, managing finances for the nation’s largest gas and electric municipal utility. Gold-Williams has served as CPS Energy’s CFO since 2008. She also has served in other capacities such as chief administrative officer and controller.

8:45 – 9:15 a.m.



Break with Sponsors



Key to Sessions

Customer Accounting & Services

Accounting & Finance

Human Resources & Training

Information Technology

Pricing & Market Analysis

9:15 – 10:15 a.m.

B R EA K O UT SE SSION S Recommended CEUs .1 / PDHs 1 / CPEs 1.2

Customer Accounting & Services Meet & Greet CPE Field of Study: Specialized Knowledge & Applications

Discuss your customer accounting and services issues in this open forum. Learn what other utilities are doing to help their customers. Find others that might be using the same billing platform as you. Receive a list of attendees and a discussion summary at the end of the conference.

Long-Range Financial Planning CPE Field of Study: Finance

Why do you need to develop a successful long-term financial plan for your utility? How do you implement and update the plan? How do you manage internal relationships to maximize the benefits of long-range planning? Attend this session to discover the answers to these questions and more. Speaker: Craig Brown, Principal Consultant, Black & Veatch Management Consulting,

LLC, Kansas City, Mo.

Enhancing Internal Controls CPE Field of Study: Auditing

Get tips on improving internal controls in the segregation of duties. Learn how to use data analytics and computer-assisted audit techniques as part of internal control. Understand how using hotlines can benefit the internal control structure. Speakers: Kimberly Hamm, Partner, BKD, LLP, Springfield, Mo.; and Chris Linder,

Audit Manager, BKD, LLP, Lincoln, Neb.

Meet Your HR & Training Colleagues HRCI: 1 / CPE Field of Study: Personnel/HR

Use this open forum to introduce yourself to your HR & Training colleagues and to share what you hope to get out of the conference. Discuss your job responsibilities, talk about specific challenges you face, and discover solutions.

IT’s Role in Distributed Energy Resource Planning CPE Field of Study: Specialized Knowledge & Applications

The increasing deployment of distributed energy resources is impacting IT operations. Different flavors of DER bring different challenges. Learn how analyzing the impact from DER through the network, and back to the customer, helps identify the IT projects needed to bring DERs online. Discuss billing, load analysis, customer engagement, and distribution management. Speakers: Mark Hatfield, Executive Consultant, and Adam Tonkin, Solutions Architect, Excergy Corporation, Denver, Colo.

Monday, September 19 Fixed Cost Recovery CPE Field of Study: Specialized Knowledge & Applications

Do you know your fixed costs? Declining sales owing to the growth of distributed energy resources — including rooftop solar, energy efficiency, and demand response — make it more difficult to recover fixed costs. Discover mechanisms you can put in place to recover fixed costs and ease the pain of diminishing sales. Speakers: David Berg, Principal, Dave Berg Consulting, Rosemount, Minn.; and Jeff Peltola, Director of Corporate Performance, Los Angeles Department of Water and Power,

Calif. 10:15 – 10:30 a.m.



Break with Sponsors

Take advantage of this final opportunity to network with conference sponsors.

10:30 – 11:45 a.m.

B R EA K O UT SE SSION S Recommended CEUs .1 / PDHs 1.25 / CPEs 1.5

Empowering Customers with New Technology & Communication Platforms CPE Field of Study: Specialized Knowledge & Applications

Customers want to use new technologies to communicate with their utility. Hear how utilities are advancing their customer service platforms to engage customers in new ways through online chat, web portals, mobile apps, and kiosks. Speakers: Mary Dorsey, Communications Manager, Seattle City Light, Wash.; Lucia McKnight, Marketing Director, and Ravi Raju, Exceleron Software LLC, Dallas, Texas

Succession Planning in Finance and Accounting HRCI: 1.25 / CPE Field of Study: Personnel/HR

Find out what you should consider when developing an effective succession plan for your finance and accounting department. Discuss employee engagement, training, and salary outlook. Hear how one public power utility crafted its succession plan. Speaker: Michelle Parchman, Managing Director, Accounting Principals, Austin, Texas

Developing a Performance Management Program: Monitoring Contractor/Joint Power Plant Owner Performance CPE Field of Study: Management & Advisory Services

The contract management evaluation process can be complex, not only in distinguishing roles and responsibilities to meet contractual obligations, but also ensuring all contracted parties are maximizing contract terms to meet your organization’s financial goals. Attend this session to learn how to develop a successful performance management program for contract/joint power plan ownership. Speakers: Joe Daggett, Risk Manager, WPPI Energy, Sun Prairie, Wis.; and Russ Hissom, Partner, Energy and Utilities Group, Baker Tilly, Madison, Wis.

Strategic Planning’s Impact on HR Policies and Procedures HRCI: 1.25 / CPE Field of Study: Personnel/HR

When a utility develops a long-term strategic plan, human resources personnel must identify potential impacts on workforce hiring practices, training, and schedules. Attend this session to learn about the common elements of many public power strategic plans, including changes to customer service procedures, deployment of new technologies and information systems, and the salaries/ benefits required to attract and retain top-tier personnel. Speakers: Melissa Barnes, Human Resources Manager, Marshfield Utilities, Wis.; and Steve VanderMeer, Senior Vice President, Planning & Marketing, Hometown

Connections, Fort Collins, Colo.

Top 10 Things to Do With Your Meter Data Management Information CPE Field of Study: Specialized Knowledge & Applications

Meter data management solutions allow utilities to improve customer services and utility operations by consolidating utility data management, analysis, and reporting. Hear the top 10 strategies for enhancing utility performance through the integration of the utility’s various information systems, including AMI, AMR, SCADA, CIS, OMS, EA/GIS, demand response, and distribution line management systems. Speakers: Jennice Holtom, PMP, Vice President, Chief Operating Officer, ElectSolve Technology Solutions, Shreveport, La.; and Karen St. Clair, IT Manager, Columbia Power and Water Systems, Tenn.

New Rate Options for a New Era CPE Field of Study: Specialized Knowledge & Applications

Hear from other public power utilities that have redesigned rates to address the growth of distributed generation. Explore significant changes to rate design as well as minor adjustments and their impact. Learn about developments in state policies and net metering. Speakers: Jim Cater, Director, Economic & Financial Policy, Paul Zummo, Manager

of Policy Research and Analysis, American Public Power Association, Arlington, Va.; and Alcides Hernandez, Rate Analyst, Sacramento Municipal Utility District, Calif.

11:45 a.m. – 1:30 p.m.



Lunch on your own

1:30 – 3 p.m.

B R EA K O UT SE SSION S Recommended CEUs .2 / PDHs 1.5 / CPEs 1.8



Customer Service Policies and Procedures: Best Practices and Trends CPE Field of Study: Specialized Knowledge & Applications

Hear results and trends from APPA’s national survey of customer service policies. Explore best practices other utilities have adopted for service applications and security deposits, meter reading and billing, credit, collections, and more. Discuss your customer service policies and procedures. Speaker: Ursula Schryver, Vice President, Education and Customer Programs, American Public Power Association, Arlington, Va.; and to be announced

Monday, September 19 GAAP, GASB, & FERC: What’s the Difference? CPE Field of Study: Accounting (Governmental)

Which financial reporting framework should your utility follow? What are the compliance and reporting requirements? Participate in this session to understand the difference between the major frameworks — GAAP, GASB, and FERC — and determine which one is most appropriate for your utility. Speakers: Julie Desimone, Business Assurance Partner, and Olga Darlington, Business Assurance Senior Manager, Moss Adams, LLP, Everett, Wash.; and other panelist to be announced

Rating Agency Outlook for Public Power CPE Field of Study: Specialized Knowledge & Applications

Hear the outlook for public power and the electric utility industry from the premier rating agencies. Understand the impact of economic, regulatory, and technological changes on bond ratings. Learn about issues that may affect utility bonds. Speakers: Dan Aschenbach, Senior Vice President, Moody’s Investors Service, New York, N.Y.; David Bodek, Senior Director, Standard & Poor’s, New York, N.Y.; and Dennis Pidherny, Managing Director, Fitch Ratings, New York, N.Y.

Hiring & Training the Next Generation of Utility Workers HRCI: 1.5 / CPE Field of Study: Personnel/HR

Public power utilities are facing a shortage of skilled and trained workers. Where will you find the right people to replace your retiring workforce? What will it take to hire, train, and retain them? Attend this session to discover the answers and to prepare for your next generation of employees. Speaker: Betsy Levingston, Director of Training & Workforce Development, Lakeland

Electric, Fla.

Minimizing the Risk: Enhancing Your Physical and Cybersecurity CPE Field of Study: Specialized Knowledge & Applications

Many factors threaten grid security. Your utility, no matter its size, is vulnerable. Learn the risks, and take away actionable information to improve your physical and cyber security posture. Speakers: Jef Gray, Vice President of Information Technology, Kissimmee Utility Authority, Fla.; and Tom Wojcinski, Director, Baker Tilly, Milwaukee, Wis.

Using Market Analysis for Strategic Purposes CPE Field of Study: Specialized Knowledge & Applications

Getting the pulse on customer preferences and of energy pricing trends is critical to planning new pricing or other strategic programs. Discover how to leverage your market analysis to develop successful hedging programs. Understand customer preferences and behavior to better structure time of use and demand response programs. Speakers: Dan Conrath, Senior Vice President, INTL FCStone Financial Inc., Chicago, Ill.; and Tim Hennessy, Principal Consultant, Sustainable Energy Use, DNV GL-Energy, Clark Lake, Mich.

3 – 3:15 p.m.

Break 3:15 – 4:30 p.m.

B R EA K O UT SE SSION S Recommended CEUs .1 / PDHs 1.25 / CPEs 1.5

Unique Customers and Their Unique Needs CPE Field of Study: Specialized Knowledge & Applications

Learn how utilities like yours are implementing innovative programs and solutions to address the needs of unique customers. Hear case studies on managing apartment owners/property managers, low-income customers, and commercial customers. Discuss your own unique customers, challenges, programs, and solutions. Speakers: Dan Clark, Key Accounts Representative, Fort Collins Utilities, Colo.; Ronnie Mendoza, Manager, Customer Assistance, Austin Energy, Texas; and Scott Mullis, Interim

Director of Customer Relations, Greenville Utilities Commission, N.C.

Internal Audit Roundtable CPE Field of Study: Auditing

Join your peers in an open forum to discuss internal audit issues facing your utility. Roundtable discussions are limited to employees of public power utilities, state and regional associations, and joint action agencies.

Investor Perspectives on Public Power Bonds CPE Field of Study: Finance

Comparing and choosing investment options is part art and part science. Get insights into what investors are looking for when they consider the purchase of utility bonds. Understand their key criteria such as interest rates, taxes, risk, borrower characteristics, and intended use of the borrowed funds. Speakers: Randy Gerardes, Vice President, Senior Municipal Research Analyst, Global Economics and Research, Wells Fargo Securities, New York, N.Y.; and John Murphy, Research Analyst, Fidelity Investments, Merrimack, N.H.

Monday, September 19 Building an Ethical Workplace Culture HRCI: 1.5 / CPE Field of Study: Personnel/HR

Explore the current status of workplace ethics and discover why good ethics equal good business. Understand the importance of ethical practice as an HR competency. Assess how ethical your utility’s culture is. Learn the elements of an ethical workplace culture and gain strategies to strengthen your utility’s culture and foster business success. Speaker: Sherry Johnson, SHRM-SCP, CAE, Field Services Manager, Society for Human Resource Management, Alexandria, Va.

Tech Talk: Transforming, Adapting, and Engaging – Applying Technologies that are Driving the Utility of the Future CPE Field of Study: Specialized Knowledge & Applications

Join a guided discussion on various IT topics. Get a pulse on current trends and learn how to help your utility adapt to change and embrace new technologies. Talk to your colleagues and the experts about meaningful vendor partnerships, internal SLA requirements, patch management, firmware, and much more. Speakers: Terry Horn, IT Manager, Owensboro Municipal Utilities, Ky.; and Becky Lehman, Technology Director, Holland Board of Public Works, Mich.

Financial and Rate Challenges of Going Green CPE Field of Study: Specialized Knowledge & Applications

Your customers and utility may want to go green, but have you considered the financial implications? Attend this session where you’ll learn how to properly assign costs associated with green pricing programs, accurately determine the value of solar in your service territory, and discover how to meet state RPS goals and account for renewable energy certificates. Speaker: Mark Beauchamp, President, Utility Financial Solutions, Holland, Mich.

4:30 – 5:30 p.m.

B R EA K O UT SE SSION Recommended CEUs .1 / PDHs 1 / CPEs 1.2, Specialized Knowledge & Applications



Financial Survey Discussion with EIA

The Energy Information Administration discontinued EIA-412, the annual survey of financial information of public power utilities, several years ago. While APPA still conducts an annual financial and operating ratios survey, utility financial data are no longer widely reported. EIA wants your feedback on reviving the form 412 survey or collecting financial data in other ways. Come and share your opinions and suggestions. Speaker: Lori Aniti, Representative, Energy Information Administration Office of Energy Analysis, Washington, D.C.

Tuesday, September 20 7:45 a.m. – 3:30 p.m. • Conference Registration 7:30 – 8:30 a.m.

NETW O R K IN G BRE AK FAST FOR W O M E N I N PUB LIC POW E R

Join your colleagues to discuss the growing influence of women in public power and share your common challenges and opportunities.

7:45 – 8:30 a.m.

NETW O R K IN G C ON TIN E N TAL BR E A K FA S T

Make the most of your time at this informal breakfast. There are no speakers or moderators. Just visit with your peers.

8:30 – 10 a.m.

B R EA K O UT SE SSION S Recommended CEUs .2 / PDHs 1.5 / CPEs 1.8

Impacts of Cyber and Physical Security on Customers and Customer Service CPE Field of Study: Specialized Knowledge & Applications

Cyber and physical security have a direct impact on customers. Hear how utilities are collecting and protecting customer data, while ensuring data privacy and reassuring customers that their information is safe. Learn how utilities are protecting employees from physical threats while providing top-notch customer service. Speakers: Jeff Bridgland, Advisory Board Member, N-Dimension Solutions, Greer, S.C.; Gary Hetrick, Physical Security Consultant, and Steven Ostrov, IT Staff Consultant,

Corporate Risk Solutions, Inc., San Antonio, Texas

GASB Update: Part 1 CPE Field of Study: Accounting (Governmental)

Learn how the new GASB standards coming down the pipeline may affect your utility and how you can start preparing now. Get answers to your questions on compliance. Don’t miss Part 2 at 10:15 a.m. Speaker: Wes Galloway, Project Manager, Governmental Accounting Standards Board,

Norwalk, Conn.

Legislative Updates and Financial Impact CPE Field of Study: Specialized Knowledge & Applications

Federal and state governments frequently create or amend regulations that may affect your utility financing. Get a status update on past regulatory proposals, and discover what’s new and what’s next. Speakers: John Godfrey, Senior Government Relations Director, American Public Power Association, Arlington, Va.; and Emily Swenson, Director, Federal Liaison Center,

Government Finance Officers Association, Washington, D.C.

Tuesday, September 20 Strategies to Increase Diversity in Your Talent Pool HRCI: 1.5 / CPE Field of Study: Personnel/HR

Explore how leading organizations foster innovation through diversity and inclusion. As competition for new talent increases, discover how you can be a player and attract a diverse array of employees who reflect your changing customer demographic. Evolve your talent strategy and learn how to include and retain your diverse employee base. Speakers: Dionne Davila, Career Center, and Otis L. Scott Jr., MA, CMSgt/Ret, Assistant Director of Career Services, University of Texas at San Antonio

Public Power Forward: IT in a Changing Industry CPE Field of Study: Specialized Knowledge & Applications

The electricity industry is going through significant change, forcing public power utilities to rethink their traditional business model. Electric utilities of the future may operate more like energy service providers, engaging in non-traditional activities to provide added value to customers. Discover the critical role of IT for success in this new future. Speakers: Pat Corrigan, Principal, Katama Technologies, Charlotte, N.C.; and Kent Landrum, VP & CIO, CPS Energy, San Antonio, Texas

Rate Changes: Getting Stakeholders to Buy In CPE Field of Study: Specialized Knowledge & Applications

If you’re redesigning your rates, have you considered how customers, elected officials, and board members will react? An effective communications strategy is critical to getting stakeholder buy-in for rate changes. Learn how to gauge customer concerns and engage all stakeholders. Speakers: Janee Breisemeister, Consumer Policy Consultant, Austin, Texas; Eric Campbell, Manager of Planning & Analysis, Pasadena Water & Power, Calif.; and Tami Monroe, Division Manager, Business Analysis & Pricing, Omaha Public Power District, Neb.

10 – 10:15 a.m.

Break

10:15 – 11:45 a.m.

B R EA K O UT SE SSION S Recommended CEUs .2 / PDHs 1.5 / CPEs 1.8

Rate Changes: What the Customer Needs to Know CPE Field of Study: Specialized Knowledge & Applications

Customer education and engagement are critical to a successful rate change strategy. Learn how utilities like yours communicate with customers during the planning, implementation, and aftermath of rate restructuring. Learn how to mitigate the potential negative effects of fixed rates on customers and how to advocate for vulnerable customers. Speakers: Lisa Hale, Vice President, Customer Services, and Laura Kaputska, Chief Financial Officer, Lincoln Electric System, Neb.; and Trish Lindvall, Community Relations: Sponsorships, Engagement, Volunteerism & Events, Sacramento Municipal Utility District, Calif.

GASB Update: Part 2 CPE Field of Study: Accounting (Governmental)

(Continuation from 8:30 a.m.) Learn how the new GASB standards coming down the pipeline may affect your utility and how you can start preparing now. Get answers to your questions on compliance. Speaker: Wes Galloway, Project Manager, Governmental Accounting Standards Board,

Norwalk, Conn.

` Utility Financial Trends & Alternative Financing Options CPE Field of Study: Finance

Gain insights into how the financial market views public power in light of current regulatory issues. Get the insider view on Federal Reserve rate action and the impact on borrowing costs. Explore banking relationships and rating trends. Run through various financing options — mandated bonds, securitization, and green bonds. Speakers: Chris Lover, Managing Director, and Mike Mace, Director, Public Financial

Management, Inc., Charlotte, N.C.

Active Shooter in the Workplace HRCI: 1.5 / CPE Field of Study: Specialized Knowledge & Applications

Many public places have been rampaged by active shooters in recent years, and your workplace is not immune. How can you prepare to address an active shooter in your office? Review “Run, hide, or fight” guidelines. Discover how technology can help victims escape and contain the shooter’s access to occupied spaces. Speaker: Jef Gray, Vice President of Information Technology, Kissimmee Utility Authority, Fla.

Opportunities to Enhance Services, Reduce Costs, and Create Efficiencies Through Managed Services CPE Field of Study: Specialized Knowledge & Applications

The momentum for aggregated or managed IT and financial services, advanced metering, and call centers is gaining steam given rapid advances in technology, employee retention challenges, and cost constraints. Learn how you can leverage aggregated and managed services for greater efficiencies and economies of scale at your utility. Speakers: Branndon Kelley, CIO, and Jared Price, CTO, American Municipal Power,

Inc., Columbus, Ohio

Tuesday, September 20 Battery Storage: Applications, Costs, and Revenue Impacts CPE Field of Study: Specialized Knowledge & Applications

Battery energy storage systems are becoming more popular. However, battery storage is not just one set of technologies, operating characteristics, use cases, and lifetime capital and operating costs. Get an overview of different battery storage applications, particularly customer-sited storage. Understand the operational characteristics and economics. Learn how to gauge the impact on your revenue, cost recovery, and rate design. Speaker: Fred Wellington, Managing Director, Energy Consulting, Leidos, San Francisco,

Calif. 11:45 a.m. – 1:30 p.m.



Lunch on your own

1:30 – 3 p.m.



B R EA K O UT SE SSION S Recommended CEUs .2 / PDHs 1.5 / CPEs 1.8

Turning Customers into Advocates for Public Power CPE Field of Study: Specialized Knowledge & Applications

Are your customers and policymakers aware of the unique benefits you provide as a public power utility? Can you quantify the benefits? Hear how utilities are communicating value and turning customers into advocates and champions. Discover new ways you can educate and engage the community for your cause. Speakers: Sean Hamilton, General Manager, Sterling Municipal Light Department, Mass.; John Leal, Director, Local Government Relations, CPS Energy, San Antonio, Texas; and Kevin Westhuis, Utility Director, River Falls Municipal Utilities, Wis.

Mitigating Fraud in Your Organization CPE Field of Study: Auditing

Instances of fraud and misconduct continue to be a threat to all types of organizations. From deflecting scams directed at customers to managing employee issues, utilities have their hands full. Understand the risks and see how you can institute antifraud controls to mitigate and better manage fraud. Speaker: Todd Burchett, Partner, BKD, LLP, San Antonio, Texas

Rating Agency Metrics CPE Field of Study: Specialized Knowledge & Applications

Do you know what’s included in the rating agency formula for bond ratings? Get the inside scoop on the range, metrics, weighting factors, and criteria used to rate your municipal bonds. Understand the complete process including committee roles and client interactions. Speaker: Genevieve Nolan, Vice President/Senior Analyst, States Ratings Team, Moody’s

Investors Services, Austin, Texas

Ask An HR Attorney HRCI: 1.5 / CPE Field of Study: Business Law

Get answers to your questions on employment law. A panel of labor attorneys and utility counsel field questions collected throughout the conference. Come prepared to ask, engage, and learn. Speakers: Tiffany Cox, Shareholder, Ogletree, Deakins, Nash, Smoak & Steward, P.C., San Antonio, Texas; and Zandra Pulis, Deputy General Counsel, CPS Energy, San Antonio, Texas

Developing a Technology Roadmap CPE Field of Study: Specialized Knowledge & Applications

Hear from one utility that developed a multi-year technology roadmap by integrating strategies from across the organization. Learn how to build an effective planning framework and process, develop an integrated technology plan, and communicate it to key stakeholders. Discover how to elevate IT leadership to the executive level. Speakers: Joseph Blackwell, Director, Energy Solutions, Leidos, Orlando, Fla.; and Shiva Swaminathan, Project Manager - Emerging Energy Technologies & Smart Grid,

City of Palo Alto Utilities, Calif.

Shaping Your Solar Destiny: Utility-led Options CPE Field of Study: Specialized Knowledge & Applications

While rooftop solar deployments seem to be the growing rage, many public power customers cannot or do not want to install their own solar. Therefore, community solar and utility-backed solar leasing present viable opportunities for your utility and customers. Hear about public power utility experiences with these alternatives. Speakers: Rick Luna, Senior Manager of Energy Management, CPS Energy, San Antonio, Texas; and Pamala Sullivan, Executive Vice President Power Supply & Generation,

American Municipal Power, Inc., Columbus, Ohio 3 – 3:15 p.m.

Break 3:15 – 4:30 p.m.

B R EA K O UT SE SSION S Recommended CEUs .1 / PDHs 1.25 / CPEs 1.5

So You Have AMI/AMR, Now What? CPE Field of Study: Specialized Knowledge & Applications

Challenges and opportunities in customer engagement and utility efficiencies do not end with the installation of advanced metering. Hear how utilities are handling post-implementation challenges such as workforce transition issues, meter safety, security, and data management. Take away lessons for your own long-term planning. Speakers: Gail Cohen, Support Services Manager, Braintree Electric and Broadband Dept., Mass.; and Pat Corrigan, Consultant, Katama Technologies, Raleigh-Durham, N.C.

Tuesday, September 20 Note: All roundtable discussions are limited to employees of public power utilities, state and regional associations, and joint action agencies.

Large Utility Roundtable CPE Field of Study: Accounting

Meet with peers from other large utilities to discuss current issues in accounting and finance.

Small Utility Roundtable CPE Field of Study: Accounting

Meet with peers from other small utilities to discuss current issues in accounting and finance.

Joint Action Agency Roundtable CPE Field of Study: Specialized Knowledge & Applications

Meet with representatives from other joint action agencies and state and regional associations to discuss hot topics in business and finance. Moderator: Andy Fusco, Vice President, Member Services and Planning, ElectriCities of

North Carolina, Inc., Raleigh, N.C.

HR & Training Roundtable HRCI: 1.25 / CPE Field of Study: Personnel/HR

Join your peers to discuss the difference between management and leadership training; compensation challenges; HR best practices at your utility; and APPA’s strategic workforce initiative, and tools and resources.

Enhancing Mobility Across Your Enterprise CPE Field of Study: Specialized Knowledge & Applications

The electric utility industry is skilled at supporting an infrastructure that requires a high degree of reliability. However, the need for 24/7 access to information is driving the use of mobile technologies that are helpful to the utility but require additional support and expertise that can stretch your IT capacity. Learn how you can overcome the challenge and support the “work anywhere” concept. Speakers: Becky Lehman, Technology Director, Holland Board of Public Works, Mich.; and Fred Christie, CIO, Easton Utilities Commission, Md.

Pricing and Market Analysis Roundtable CPE Field of Study: Specialized Knowledge & Applications

Join your peers to discuss multi-service utility ratemaking, hedging, legislative and regulatory updates, pricing for commercial/industrial customers, energyefficiency enhancements, and more.

6 – 7:30 p.m.

Reception

Join your colleagues for an evening reception. You’re welcome to bring a guest.

Wednesday, September 21 7:45 – 8:30 a.m.

NETW O R K IN G C ON TIN E N TAL BR E A K FA S T

Make the most of your time at this informal breakfast. There are no speakers or moderators.

8:30 – 10 a.m.

B R EA K O UT SE SSION S Recommended CEUs .2 / PDHs 1.5 / CPEs 1.8

Customer Accounting & Services Roundtable CPE Field of Study: Specialized Knowledge & Applications

Join your peers to continue conversations and discuss critical customer service issues. Note: Roundtable discussions are limited to employees of public power utilities, state and regional associations, and joint action agencies.



Key Players…IT, HR, and Finance’s Role in Developing a Business Continuity Plan and Testing Disaster Recovery Capabilities HRCI: 1.5 / CPE Field of Study: Management Advisory Services; CPE Field of Study: Personnel/HR

Want to create a business continuity plan for your organization? Get tips and step-by-step direction from the experts. Review the HR, IT, and financial implications of business continuity events. Learn from APPA’s recent experience in developing its own business continuity plan. Review key areas to consider and organizational impact. Speakers: Kate Brown, Vice President, Information Technology, Omaha Public Power District, Neb.; and Dennis Rose, Business Continuity, Disaster Recovery, Moss Adams LLP,

Austin, Texas

Mitigating Stagnant Load Growth CPE Field of Study: Specialized Knowledge & Applications

Load growth is stagnant throughout the country, and distributed energy resources threaten to further reduce load. However, there are opportunities to mitigate further declines in sales, including electrifying homes, electric vehicles, and other electrification options and technologies. Explore the options and see how you can sustain load through new services. Speaker: Paula Laschober, Finance Director, Seattle City Light, Wash.

10 – 10:15 a.m.

Break

Wednesday, September 21 10:15 – 11:30 a.m.



Change is Inevitable. Growth is Optional

Recommended CEUs .1 / PDHs 1.25 / CPEs 1.5, Specialized Knowledge & Applications

There is one constant in life and business -- change! Industries, companies, and careers have gone from distinction to extinction because of their inability to adapt, adjust, and master change. This session offers a high-content, high-energy, hands on approach to embracing, as well as capitalizing on change in business building. After all, change is to business what oxygen is to life. Speaker: Ira J. Blumenthal, Branding and Marketing Expert and Author

11:30 a.m.

Adjourn

San Antonio

ATTRACTIONS San Antonio is the 7th largest city in the United States, and ranked among top cities to visit. It’s a community of some of the kindest people you’ll ever meet. With many military bases and businesses in town, locals are an eclectic mix. There is no shortage of fabulous attractions — the Alamo, the River Walk, missions, Tower of the Americas, SeaWorld, the new Pearl Brewery, and Tobin’s Performing Arts Center.

SHOPPING The Shops at La Cantera are hard to beat for variety and name brand stores. The Pearl Brewery offers unique gifts and houses some of the city’s best stores, restaurants, and bars. Hop on a river boat from here to the Saturday morning farmer’s market for local produce and artisan-crafted edibles like pestos from Humble House.

DINING You’ll taste the world in San Antonio. Beyond Tex-Mex are German bakeries, Mexican cantinas, French bistros, and Italian trattorias. Flour from age-old European millstones becomes a morning crepes or an afternoon tortilla. Hill Country wines prove a silky foil to smoky chipotle. Acclaimed chefs bring their world-class training to the blossoming culinary landscape.

HOTEL

TRANSPORTATION

The hotel is located 10 miles from the San Antonio International Airport. Taxi fare is approximately $25 one way.

Hyatt Regency San Antonio 123 Losoya Street San Antonio, Texas 78205

On-site parking: Self-parking: $29/day. Valet rate is $39 daily (with in/out privileges).

Room Rates $179 Single/Double, plus taxes

CLIMATE & ATTIRE

Check-in: 3 p.m. • Check-out: Noon Complimentary wireless high-speed Internet access is available in guestrooms and main lobby areas.

RESERVATIONS Please make your reservations directly with the Hyatt Regency San Antonio. Please note: This is the only room block secured by APPA. No other organizations are holding blocks for APPA for this event. Online: Visit www.PublicPower.org/BandF under “Hotel Information.” By phone: 888-421-1442; mention the APPA Business & Financial Conference. All reservations will be charged a nonrefundable room deposit equal to one night’s stay that will be charged to your credit card at the time the reservation is made. Cutoff Date: August 26, 2016 Reserve your room no later than August 26 to ensure you receive the APPA group rate. Rooms may sell out before the cutoff date, so early reservations are encouraged.

The average daily high temperature for San Antonio for the dates of the conference is 89° F with an average daily low of 69° F. As meeting room temperatures vary, prepare to dress for cool conditions. The attire for the conference is business casual.

GUEST ACTIVITIES

Conference registrants may bring a guest to the evening social events, including the receptions on Sunday and Tuesday evenings.

LEARN MORE

Email [email protected] or call 202/467-2919 with any questions. Visit www.PublicPower.org/BandF for program updates.

REGISTRATION www.PublicPower.org/BandF Visit our website to register for the 2016 Business & Financial Conference online or to download a registration form.

Contact APPA at 202/467-2908 or [email protected] for help with hotel reservations.

CONFERENCE REGISTRATION FEES By August 26 After August 26 APPA Member $695 $745 Nonmembers $1,390 $1,440

PRECONFERENCE SEMINAR FEES APPA Members Half day seminars (each) Nonmembers Half day seminars (each)

By August 26 $325 $650

After August 26 $375

$700

THANK YOU SPONSORS As of June 1, 2016

The American Public Power Association thanks all conference sponsors who provide financial support to help us offer the best possible experience to attendees while keeping costs low.

DIAMOND

PLATINUM

PFM®

The PFM Group Financial & Investment Advisors

SILVER

For more information about sponsors, or to learn about sponsorship opportunities, visit www.PublicPower.org/BandF.

Accreditation & Certification APPA is pleased to offer conference delegates verification of attendance for up to 18 CPE credit hours for attending the conference, or up to 25 CPE credit hours for individuals also attending preconference seminars. There are no prerequisites for the courses offered; no advance preparation is required for any courses. All courses are group-live offerings; program level should be considered “basic” unless otherwise noted. Credit hours and areas of study for the individual sessions are listed in the conference program. All hours are subject to change based on the final course agenda. Certificates will be awarded to participants who turn in the Verification of Attendance form at the end of the conference. For more information regarding administrative policies, such as clarification of requirements, complaints, and refunds, please contact [email protected] .

Continuing Professional Education (CPE) Credits The American Public Power Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Ave. N., Suite 700, Nashville, TN 37219-2417. Website: www. learningmarket.org.

Continuing Education Units (CEUs) The American Public Power Association (APPA) is accredited by the International Association for Continuing Education and Training (IACET). APPA complies with the ANSI/IACET Standard, which is recognized internationally as a standard of excellence in instructional practices. As a result of this accreditation, APPA is authorized to issue the IACET CEU. For more information regarding certification status, attendance requirements and obtaining attendees transcripts, visit www.APPAAcademy.org under “Accreditation” or contact EducationInfo@ PublicPower.org or 202/467-2921

Professional Development Hours (PDHs)

Human Resources Certification Institute (HRCI) Credits The American Public Power Association is an approved provider of recertification credit hours through the HR Certification Institute. APPA will apply to the HR Certification Institute to grant recertification credit for select conference sessions. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.

APPA educational practices are consistent with the criteria for awarding Professional Development Hours (PDHs) as established by the National Council of Examiners for Engineering and Surveying (NCEES). Course eligibility and number of PDHs may vary by state.

R

Reliable Public Power Provider (RP3) Designation Participating in APPA-sponsored conferences and seminars is an easy way to earn points toward the Reliable Public Power Provider (RP3®) designation. RP3 is APPA’s program to recognize and reward public power utilities that demonstrate basic proficiency in four important disciplines: reliability, safety, workforce development, and system improvement. For more information, visit www. PublicPower.org/RP3.

SAN ANTONIO, TEXAS • SEPT. 18-21, 2016

Business & Financial Conference www.PublicPower.org

2451 Crystal Drive Suite 1000 Arlington, Virginia 22202-4803

Standard Presorted U.S. Postage Paid Arlington, VA Permit No. 188