American Water Works Association (AWWA)

Financial Management Seminar

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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.

Dates

October 29-31, 2018 | Atlanta, Georgia

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

  • 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

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

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