Spring Education Institute

Transcription

1 Spring Education Institute Save $100 when you attend more than one course! May 15 19, 2017 Minneapolis, Minnesota Courses: Accounting Financial Planning Work Order & Asset Management Cost of Service and Rate Design Underground Distribution Systems 2017 Safety Manual Certificate Programs: Energy Efficiency Management Public Power Manager

2 2017 APPA Spring Education Institute Registration and Hotel Information Register online at under Courses/Workshops. Hotel Information All courses will be held at the: Hilton Minneapolis 1001 Marquette Ave Minneapolis, MN APPA Room Rate $189 Single/Double Accreditation Continuing Education Units The American Public Power Association (APPA) is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issues the IACET CEU. Continuing Professional Education Credits The 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. For more information regarding certification status, attendance requirements, and administrative policies, contact EducationInfo@PublicPower.org. Room Rate Cut-off Date April 24, 2017 Reservations Contact the hotel directly at or visit under Courses/Workshops to make online reservations. Please note: It is possible for APPA s block of rooms to sell out prior to April 24, so make your hotel reservations early. Cancellations/No-Show/Refunds/Substitutions Registrants who cancel in writing on or before May 8, 2017, are entitled to a refund of their registration fee, minus a $50 cancellation fee. Registrants who cancel after May 8, will not receive a refund, but attendee substitutions will be allowed for this event only. Registrants and no-shows who do not cancel by May 8 are responsible for the full registration fee and are not entitled to a refund. Cancellations must be made in writing and ed to Registration@PublicPower.org. Travel Arrangements Travel arrangements and costs are the responsibility of the participants. APPA will not reimburse for changes in travel expenditures regardless of the cause. Meals Beverage breaks are included in the registration fee. All meals are on your own. About the American Public Power Association The American Public Power Association is the voice of not-for-profit, community-owned utilities that power 2,000 towns and cities nationwide. We represent public power before the federal government to protect the interests of the more than 49 million customers that public power utilities serve, and the 93,000 people they employ. Our association advocates and advises on electricity policy, technology, trends, training, and operations. Our members strengthen their communities by providing superior service, engaging citizens, and instilling pride in communityowned power. About the Academy The Academy is public power s complete resource for professional education and certification, helping electric industry employees stay abreast of rapidly evolving technologies, regulations and customer needs. Learn more about our conferences, webinars, special events, continuing education, and custom in-house trainings at Questions? EducationInfo@PublicPower.org or call 202/

3 APPA Spring Education Institute May 15 19, 2017 n Minneapolis, Minnesota Monday 5/15 Tuesday 5/16 Wednesday 5/17 Thursday 5/18 Friday 5/19 Accounting Public Utility Accounting Work Order & Asset Management (1/2 day) Advanced Work Order & Asset Management (1/2 day) Advanced Work Order & Asset Management (1/2 day) Advanced Public Utility Accounting (1/2 day) Advanced Public Utility Accounting (1/2 day) Financial Planning/ Cost of Service & Rate Design Financial Planning for Municipal Utilities Basic Cost of Service & Rate Design Basic Cost of Service & Rate Design (1/2 day) Intermediate Cost of Service & Rate Design (1/2 day) Intermediate Cost of Service & Rate Design Advanced Cost of Service & Current Topics in Electric Rate Design Energy Efficiency Management Certificate Program Electric Utility Industry Overview Introduction to Energy Efficiency Programs & Technologies Utility Goal-Setting and Strategy Development Energy Efficiency Program Design Measurement, Evaluation and Data Systems for Energy Efficiency Programs Public Power Manager Certificate Program Electric Utility Industry Overview Financial Planning, Management and Budgeting: What Managers Need to Know Strategic Leadership for Public Power Safety & Technical Training Overview & Practical Applications of the 2017 Safety Manual Underground Distribution Systems (3.5 days) For detailed course and instructor information, visit under Courses/Workshops. Save $100 when you attend more than one course!

4 2017 APPA Spring Education Institute 1 Utility Accounting Courses A great way to earn CPE credits Registration Fees Prices increase by $50 after April 24 APPA Members Nonmembers.5 day class $325 $650 1 day class $545 $1,090 2 day class $845 $1,690 Public Utility Accounting Monday, May 15 Tuesday, May 16 Monday: 8:30 a.m. 5 p.m. Tuesday: 8 a.m. 4 p.m. Recommended CEUs 1.3/PDHs 13/CPEs 15 Field of Study: Accounting This course highlights the development of a utility accounting system that is compatible with Federal Energy Regulatory Commission (FERC) guidelines. It examines accounting theory, the role of accounting in public utilities, FERC accounting procedures, the uniform systems of accounts, and utility accounting subsystems. n Accounting for operating revenues and expenses n Introduction to utility property and plant accounting n Introduction to FERC uniform system of accounts n Applicability of generally accepted accounting principles to public utilities n Financial statement structure and presentation n Capital vs. expense determination n Allocation of indirect or common costs n Accounting for unbundled services This course is designed for those who are new to utility accounting practices or unfamiliar with the FERC accounting structure. Jerry McKenzie, senior associate, MGT Consulting Group, Maize, Kan.

5 Utility Accounting Courses Introduction to Work Order and Asset Management Accounting Wednesday, May 17 8:30 a.m. Noon Recommended CEUs.3/PDHs 3.25/CPEs 3.8 Field of Study: Accounting Utility construction is one of the major activities at your utility and has a significant impact on developing equitable rates for your customers. This interactive course will introduce you to the basics of utility work order asset management accounting. Learn the steps needed to accurately account for and report utility construction costs and differentiate between capital construction costs and maintenance. n Overview of the work order and asset management process and the importance of accurate plant accounting and reporting n FERC s role in the work order accounting process n Using construction standards and compatible units n Evaluating construction accounting business processes n Costs included in the construction process n Methods of allocating overhead costs n Capital retirement accounting n Unitizing construction costs and closing work orders n The structure and use of continuing property records n Overcoming organizational barriers This course is designed for utility accounting, finance and operations personnel and those new to work order and plant accounting processes. Russ Hissom, CPA, CIA, CISA, Partner, Energy and Utilities Group, Baker Tilly Virchow Krause, Madison, Wis. Advanced Work Order and Asset Management Accounting Wednesday, May 17 Thursday, May 18 Wednesday: 1:30 5 p.m. Thursday: 8:30 a.m. Noon Recommended CEUs.6/PDHs 6/CPEs 7.2 Field of Study: Accounting Utility construction involves coordinating operations and finance processes, which adds a layer of complexity to accurately accounting for projects. This course builds on the foundational principles in the Introduction to Work Order and Asset Management Accounting class (Wed. a.m.), and covers common considerations in utility plant accounting. Learn about practical industry processes, through real-world utility examples of the day-to-day realities tackled in accounting for utility construction costs. n Overview of the work order process n Key internal controls and business processes n Accounting for utility construction and impacts on customer rates n Accounting standards that apply to work order accounting n Accounting for generation, transmission and distribution projects n Using the Three-Point Formula or Service Company Model to allocate overhead costs n Developing capital budgets n Software selection and implementation considerations n Joint ownership contracts: ensuring proper charges for ownership percentages and recovering costs n Helping you like your CPRs again n Identifying bottlenecks and making processes more efficient n Training personnel in effective processes n Developing informative reporting to help implement strategy Intermediate. This course is recommended as a follow up to APPA s Introduction to Work Order Asset Management Accounting class. This course is designed for utility accounting, finance and operations personnel who have a basic level of knowledge regarding the work order process. Russ Hissom, CPA, CIA, CISA, Partner, Energy and Utilities Group, Baker Tilly Virchow Krause, Madison, Wis.

6 Utility Accounting Courses Advanced Public Utility Accounting Thursday, May 18 Friday, May 19 Thursday: 1:30 5 p.m. Friday: 8:30 a.m. Noon Recommended CEUs.6/PDHs 6/CPEs 7.2 Field of Study: Accounting Utility accounting staff must understand how accounting principles and practices impact financial reporting to internal and external stakeholders. The utility accounting function isn t only about the numbers though. This position is responsible for developing internal controls, effective business processes, and management reporting both internally and externally. Learn about key areas that inform planning and decision making by management. n Review of utility accounting theory n Using regulatory accounting to mitigate ratepayer and financial reporting impacts n Presentation of financial statements n Using benchmarking and key performance indicators n Capital structure and its importance in utility strategic planning n Financing utility infrastructure projects n Establishing strong internal controls to efficiently allocate resources and deter fraud n Governmental accounting pronouncements update n Accounting for contingencies, capitalized interest, asset impairments and asset retirement obligations n Update on implementing the new GASB Pension Standard Intermediate/Advanced. This course is recommended as a follow up to APPA s Public Utility Accounting course. This course is designed for utility accounting and finance personnel who have taken APPA s Public Utility Accounting course and for those with a basic knowledge of utility accounting theory and practice. s Russ Hissom, CPA, CIA, CISA, Partner, Energy and Utilities Group, Baker Tilly Virchow Krause, Madison, Wis. Bethany Ryers, CPA, Manager, Energy and Utilities Group, Baker Tilly Virchow Krause, Madison, Wis. What to Bring To participate fully in this course, please bring a copy of your annual financial statement. s will answer your questions on presentation and application of accounting policies and practices.

7 2017 APPA Spring Education Institute 2 Financial Planning/Cost of Service & Rate Design Highly interactive courses full of real-world examples and exercises Registration Fees Prices increase by $50 after April 24 APPA Members Nonmembers 1 day class $545 $1, day class $745 $1,490 What to Bring It is requested that participants bring a laptop to the Financial Planning course. To participate fully in the Basic and Intermediate Cost of Service & Rate Design classes, participants are required to bring a calculator and a laptop with Excel and PowerPoint. Financial Planning for Municipal Utilities Monday, May 15 8:30 a.m. 4:30 p.m. Recommended CEUs.7/PDHs 6.5/CPEs 7.8 The financial health of the utility is a key component to providing reliable service to customers. Learn why financial planning is critical to the current and future success of public power utilities. The course includes examples and exercises in which participants determine key financial targets of a utility and develop a long-term rate track to help ensure the utility s financial stability. n Understanding the difference between cash and utility basis in determining revenue requirements and the strengths and weaknesses of each method n Key financial targets for a utility to ensure financial stability including: rate of return, minimum cash reserves, debt coverage ratio, debt to equity ratio, age of system, etc. n Developing long-term financial plans and rate tracks to achieve financial targets n Determining minimum reserves and developing a cash reserve policy n Identifying the amount of capital replacements to include in customer rates n Identifying the amount of bond proceeds to fund a capital improvement program n Power cost adjustments (PCA) and how they can be used to stabilize revenues and rates for customers n Contributions to the general fund in relation to financial planning n Common cross subsidies between city departments n Proper rate design and stabilizing revenues in periods of declining sales n Achieving the proper balance between maintaining the financial health of the utility while minimizing impacts on your customers and reducing cross subsidies between classes n Communicating with governing bodies on rate adjustments This course is designed for utility personnel and policymakers involved in financial planning, including general managers, finance and accounting personnel and rate analysts. Dawn Lund, Vice President, Utility Financial Solutions, Leland, Mich.

8 2017 APPA Spring Education Institute Basic Utility Cost of Service & Retail Rate Design Tuesday, May 16 Wednesday, May 17 Tuesday: 8:30 a.m. 5 p.m. Wednesday: 8:30 a.m. Noon Recommended CEUs 1/PDHs 10.25/CPEs 12.2 This course covers the basic concepts of utility costing and pricing using standard industry approaches. You ll focus on electric cost of service (COS) and retail rate design using fully distributed, allocated cost methods and principles that are applicable to water, sewer, gas and other municipal services. Learn where and how information is obtained, why different utility costs are incurred, and how to develop allocation factors to reflect the function of various utility costs. Work through exercises to classify generation, transmission, and distribution service expenses and do a sample cost-of-service analysis in Microsoft Excel. Discuss standard rate forms and how they are used to send proper price signals and recover costs in a fair and equitable manner. n Identifying relevant terms associated with COS and municipal services n Finding data sources and collecting appropriate data n Organizing costs n Municipal service functionalization of facilities and expenses n Demand, energy, and customer cost classification n Industry-standard classification techniques for generation types and use n Customers service voltage levels and cost allocation n Developing allocation factors for generation, distribution, and customer-related expenses n Developing administrative and general cost allocation factors n Determining the monthly customer facilities and billing charge using industry standard classification techniques n Interpreting the results of the cost-of-service study completed in class This course is designed for utility staff who are interested in learning how the cost-of-service process is completed and applied. Intermediate Utility Cost of Service & Retail Rate Design Wednesday, May 17 Thursday, May 18 Wednesday: 1:30 5 p.m. Thursday: 8:30 a.m. 5 p.m. Recommended CEUs 1/PDHs 10.25/CPEs 12.2 In this hands-on course, participants develop a fully functional and unbundled cost-of service study for a sample utility. s provide real-life examples and you ll learn about issues and challenges frequently encountered, how to use and develop customer usage patterns, and how and when to provide industry standards for cost allocations. n Determination of revenue requirements using cash and utility basis methodologies n Identification of techniques to obtain, develop, and apply load research data n Classification and allocation of distribution and power supply costs to each customer class n Application of cost allocation factors in a cost of service model n Identification of bundled and unbundled costs and insights on the accuracy of the results n Use of COS results and their application to rate designs n Limitations of a traditional cost-of-service model Basic/Intermediate. It is recommended as a follow-up to APPA s Basic Cost of Service & Retail Rate Design course. This course is designed for utility staff who are interested in learning how the cost-of-service process is completed and applied. s Mark Beauchamp, CPA, CMA, MBA, President, Utility Financial Solutions, Holland, Mich. Phil Euler, P.E., Manager of Engineering Services, NMPP Energy, Lincoln, Neb. Dan Kasbohm, Rates Manager, Utility Financial Solutions, Grand Rapids, Mich. s Phil Euler, P.E., Manager of Engineering Services, NMPP Energy, Lincoln, Neb. Dan Kasbohm, Rates Manager, Utility Financial Solutions, Grand Rapids, Mich.

9 Cost of Service & Retail Design Courses Advanced Utility Cost of Service & Current Topics in Electric Rate Design Friday, May 19 8:30 a.m. 3:30 p.m. Recommended CEUs.6/PDHs 5.75/CPEs 6.8 This course highlights current industry trends around the country including the value of renewables, how systems are responding to distributed generation, unstable revenue recovery, and how utilities are attracting and retaining customers. Electric rates at most utilities are structured in a manner that does not always reflect a utility s cost. Learn why and how to correct rate deficiencies, as well as the pros and cons of the various rate structures. Other topics include a discussion on the challenges of presenting rate designs to the public and governing bodies to get rate approval. n Current industry rate trends n Distributed generation issues and rate structures n How to value renewables for your utility n Rates that promote financial stability and energy conservation n Pros and cons of alternative rate structures n Developing time-differentiated (time-of-use) rate structures n Options for developing economic development rates n The purpose and types of power cost adjustment mechanisms n Developing interruptible rates n Issues to be aware of when developing car-charging rates Intermediate/Advanced. Participants need a basic understanding of the cost allocation process through experience or attending APPA s Basic or Intermediate Cost of Service and Retail Rate Design courses. The advanced course begins each section with only a brief overview of the basics of cost of service and ratemaking and quickly builds on the concepts and applications. This course is designed for utility personnel and policymakers looking for advanced knowledge of cost-of-service and ratemaking processes. Mark Beauchamp, CPA, CMA, MBA, President, Utility Financial Solutions, Holland, Mich.

10 2017 APPA Spring Education Institute 3 Program Energy Efficiency Management Certificate Program Registration Fees After April 24: Individual course prices increase by $50; certificate program prices increase by $250. APPA Members Courses can be taken individually or as part of the certificate program. Nonmembers 1 day class $545 $1,090 Certificate program enrollment fee* $350 $350 Certificate Program** $2,400 $4,800 *Covers the cost of study material, exam grading and review of the postcourse project. **Includes the five courses and the enrollment fee. Description Who manages energy efficiency programs at your utility? Are they up to speed with the latest trends, technologies, policies, and requirements? Successful programs do not happen by accident they require an understanding of the industry, marketplace, customers and many other elements. When done well, energy efficiency can play an important role in achieving utility goals and improving customer service. APPA s Energy Efficiency Management Certificate Program covers all aspects of energy efficiency portfolio and program planning, implementation, and evaluation, preparing you to help residential, commercial, and industrial customers save energy, while enjoying high reliability and quality service. Staff from small, medium, and large public power utilities that: n Want to start an energy efficiency program n Already manage energy efficiency programs but want to scale them up n Are interested in various aspects of energy efficiency n Want to earn a professional credential Program Requirements To earn this certificate, participants must complete the following requirements within one year: Complete the five required courses n Electric Utility Industry Overview: Strategic Challenges and Trends * n Introduction to Energy Efficiency Programs and Technologies n Energy Efficiency Goal-Setting and Strategy Development n Energy Efficiency Program Design and Implementation n Measurement, Evaluation, and Data Systems for Energy Efficiency Programs Pass an online exam Submit an energy efficiency program business plan *Participants who can demonstrate advanced knowledge of the utility industry, through work experience or coursework, may opt-out of this course. Contact EducationInfo@PublicPower.org for more information.

11 Energy Efficiency Management Certificate Program s Rebecca Foster, Director, Consulting Division, Vermont Energy Investment Corporation (VEIC) Rebecca designs and reviews energy efficiency programs for clients. She led the residential program design for the New Jersey Clean Energy Program. She has worked with municipal and investor-owned utilities to develop effective energy efficiency programs. Cheryl Jenkins, Associate Director, Consulting Division, VEIC Cheryl has over 11 years of research and analysis experience in electric and gas utility energy efficiency programs. She led the development of technical reference manuals in Ohio, Iowa, and Illinois and the Department of Energy s program benchmarking guidebooks and Community Energy Strategic Planning Academy. She has piloted residential and industrial efficiency programs. Emily Levin, Manager, Program Support, VEIC Emily conducts custom research projects for public and private players in the energy efficiency sector. She was responsible for the statewide residential strategy for Efficiency Vermont, and developed and implemented home energy labeling and managed the Home Performance with ENERGY STAR program. Pierre van der Merwe, Director, Data and Technical Services Division, VEIC Pierre leads activities in evaluation, reporting and analytics, and business solutions. He is responsible for the integrity of statewide and regional technical reference manuals and the development of residential, commercial, and industrial energy analysis tools. He oversees custom data analytics for large energy users. R. John Miner, P.E., President, Collaborative Learning, Inc. John is a consultant with more than 45 years of experience in the electric utility industry. He has been an APPA instructor for more than three decades and an instructor for the University of Wisconsin for 20 years. He has worked for the Austin Electric Utility Department in Texas and Rochester Public Utilities in Minnesota. Electric Utility Industry Overview: Strategic Challenges & Trends* Monday, May 15 8:30 a.m. 4:30 p.m. Recommended CEUs.7/PDHs 6.5/CPEs 7.8 This course provides a largely non-technical overview of the local public power system in its broader operating and business management context. Learn about the electric utility system infrastructure from power grid to meter, its operation, performance, and development. Discuss strategic issues and industry trends that are impacting public power utilities and challenging the traditional public power business model. Each participant will receive a copy of APPA s Electric Utility Basics handbook. n Electric utility industry regulation and market restructuring n Developments in generation and regional transmission n Developments in local transmission and distribution infrastructure n Strategic issues and trends for electric utilities n The public power business model n How changes in the industry are affecting local public power systems R. John Miner, P.E., President, Collaborative Learning, Inc. *Participants who can demonstrate advanced knowledge of the utility industry, through work experience or coursework, may opt-out of this course. Contact EducationInfo@PublicPower.org for more information. For detailed course and instructor information, visit and click on Courses and Workshops.

12 2017 APPA Spring Education Institute Introduction to Energy Efficiency Programs and Technologies Tuesday, May 16 8:30 a.m. 4:30 p.m. Recommended CEUs.7/PDHs 6.5/CPEs 7.8 Get an introduction to successful key energy efficiency and demand reduction concepts and programs, from lighting and weatherization to advanced smart grid options. Learn about solutions that help residential, commercial, and industrial customers save energy and position your utility to provide a high level of customer service and reliability. This course includes an overview of various cost-effective energy efficiency technologies, programs for all sizes of municipal utilities and key energy efficiency resources. n Defining energy efficiency, demand response, and associated concepts n Energy efficiency in the context of utility operations and energy supply n Federal and state landscape and policies, including the Clean Power Plan n Common energy efficiency measures lighting, heating, ventilation, air conditioning n Emerging technologies LEDs, smart thermostats, superefficient clothes dryers, efficient rooftop units, and advanced smart grid n Cost effective programs for different customer classes prescriptive and custom rebates, upstream programs, behavior programs, etc. n Common utility efficiency program portfolios for residential, business, industrial, and low-income customers Utility Goal-Setting and Energy Efficiency Portfolio Strategy Wednesday, May 17 8:30 a.m p.m. Recommended CEUs.7/PDHs 6.5/CPEs 7.8 Identify your utility s energy efficiency goals, growth drivers, and market potential. Gain strategic planning tools to translate your energy efficiency goals into a portfolio strategy. Learn how to design an energy efficiency program mix that achieves the benefits while watching the cost. n A strategic planning framework and tools for energy efficiency portfolio planning n Energy efficiency regulation and integrated resource planning n Using energy efficiency to support utility goals, such as reducing peak load, improving customer service, and promoting economic development n Aligning energy efficiency portfolios with the utility s strategic plan and goals n Ways to assess energy efficiency savings through baseline and potential studies n Techniques to evaluate cost-effectiveness Cheryl Jenkins, Associate Director, Vermont Energy Investment Corporation Rebecca Foster, Director, Vermont Energy Investment Corporation

13 Energy Efficiency Management Certificate Program Energy Efficiency Program Design and Implementation Thursday, May 18 8:30 a.m p.m. Recommended CEUs.7/PDHs 6.5/CPEs 7.8 Create a business plan for successful program design and implementation. Learn from real-world program examples, ranging from efficient product programs to commercial programs that provide customized assistance to help your largest customers save energy. Apply a step-by-step approach to assess the market, design and implement an energy efficiency program, and improve program success. Learn how to match program design and complexity to utility resources, and practice these skills through interactive exercises. n Market assessment identifying customer barriers and motivations and using market research techniques to inform program design n Program design selecting a program approach to match utility and customer goals and resources and overcome customer barriers n Program implementation developing a business plan that includes all aspects of program delivery, including goalsetting, incentives, marketing, and outreach. n Tools, resources, and templates to support program planning and budgeting Emily Levin, Manager of Program Strategies, Vermont Energy Investment Corporation Measurement, Evaluation, and Data Systems for Energy Efficiency Programs Friday, May 19 8:30 a.m p.m. Recommended CEUs.7/PDHs 6.5/CPEs 7.8 Learn evaluation, measurement, and verification (EM&V) concepts relevant to portfolio and program design, including techniques to quantify energy savings and evaluate program effectiveness. Identify the right size for an evaluation plan that fits your utility s needs, based on goals, reporting requirements, budget, and staff availability. Learn about available tools and how to communicate program results to different stakeholders. n Data system requirements to track and analyze program results n EM&V approaches to evaluate program results, including process evaluation, impact evaluation, and savings verification n Tools and techniques to compare and benchmark energy savings, participation, cost-effectiveness, and yields n Latest trends in real-time EM&V and measuring savings at the meter n Best practices for reporting and communicating program results to stakeholders Pierre van der Merwe, Director, Vermont Energy Investment Corporation

14 2017 APPA Spring Education Institute 4 Program Public Power Manager Certificate Program Registration Fees After April 24: Individual course prices increase by $50; certificate program prices increase by $250. APPA Members Nonmembers 1 day class $545 $1,090 3 day class $1,145 $2,290 Certificate program enrollment fee* $350 $350 Certificate Program** $2,400 $4,800 *Covers the cost of study material and post-course project grading. **Includes the three courses and the enrollment fee. Courses can be taken individually or as part of the certificate program. Description With ever-increasing pressures and challenges on utilities from heightened customer expectations, changing regulations, technology advances, and a changing workforce, those who lead and manage public power utilities must be equipped with the knowledge and skills to create an effective and sustainable organization with engaged, skilled and committed employees. The Public Power Manager Certificate Program is designed for a new generation of leaders as well as existing supervisors and managers. It will help these leaders provide organizational direction as they navigate a changing and complex industry environment. To earn a Public Power Manager certificate, participants must complete the three required courses, then within a year of completing the program curriculum, complete a project that addresses an important issue, problem, change, or opportunity within their organization by applying principles and methods of the six key leadership dimensions learned through the coursework. This program is designed for mid-level public power managers and supervisors interested in improving their management, communications, leadership knowledge and skills. New senior managers, and those with experience, who wish to refresh or enhance their knowledge and skills by participating in a highly interactive program that has been developed specifically for public power, will also benefit from this program. Program Requirements To earn this certificate, participants must complete the following requirements within one year: Complete the three required courses n Electric Utility Industry Overview: Strategic Challenges and Trends* n Financial Planning, Budgeting and Performance: What Managers Need to Know n Strategic Leadership for Public Power Submit a post-course project that addresses a real issue, problem, change, or opportunity at your utility, applying principles from the six key leadership dimensions learned in class. *Participants who can demonstrate advanced knowledge of the utility industry, through work experience or coursework, may opt-out of this course. Contact EducationInfo@PublicPower.org for more information.

15 Public Power Manager Certificate Program s Betsy Aylin, Ph.D., Consultant, Collaborative Learning, Inc. Betsy has broad expertise in leadership development, organization effectiveness and workforce planning. She has worked in an array of industries, including nearly 20 years with public utilities. She has served as adjunct faculty for graduate level programs at the University of Texas-Austin and at the masters level at St. Edwards University in Austin. Mark Beauchamp, CPA, CMA, MBA, President, Utility Financial Solutions, Mark specializes in financial planning, cost of service, and rate setting for public power utilities. He has more than 33 years of experience and has assisted utilities with financial planning, cost of service, developing financial targets for utilities and competitive rate designs. R. John Miner, P.E., President, Collaborative Learning, Inc. John is a consultant with more than 45 years of experience in the electric utility industry. He has been an APPA instructor for more than three decades and an instructor for the University of Wisconsin for 20 years. He has worked for the Austin Electric Utility Department in Texas and Rochester Public Utilities in Minnesota. Mike Renquist, D.Min., Organizational Development Consultant, Collaborative Learning, Inc. Mike has designed and implemented programs on process re-engineering, managerial and leadership development, performance assessment, project management, and transitional management. He is the author of more than 30 training curricula and published a book on personal and professional identity and ethics. For detailed course and instructor information, visit and click on Courses and Workshops. Electric Utility Industry Overview: Strategic Challenges & Trends* Monday, May 15 8:30 a.m. 4:30 p.m. Recommended CEUs.7/PDHs 6.5/CPEs 7.8 This course provides a largely non-technical overview of the local public power system in its broader operating and business management context. Learn about the electric utility system infrastructure from power grid to meter, its operation, performance, and development. Discuss strategic issues and industry trends that are impacting public power utilities and challenging the traditional public power business model. Each participant will receive a copy of APPA s Electric Utility Basics handbook. n Electric utility industry regulation and market restructuring n Developments in generation and regional transmission n Developments in local transmission and distribution infrastructure n Strategic issues and trends for electric utilities n The public power business model n How changes in the industry are affecting local public power systems R. John Miner, P.E., President, Collaborative Learning, Inc * Participants who can demonstrate advanced knowledge of the utility industry, through work experience or coursework, may opt-out of this course. Contact EducationInfo@PublicPower.org for more information.

16 2017 APPA Spring Education Institute Financial Planning, Management and Budgeting: What Managers Need to Know Tuesday, May 16 8:30 a.m. 4:30 p.m. Recommended CEUs.7/PDHs 6.5/CPEs 7.8 A critical aspect allowing managers to complete projects and programs is the ability to fund system improvements with a limited impact on customers and elected officials. This program gives managers insight and understanding on financial management, budgeting techniques, long-term financial planning methods and an understanding of the various forms of electric rates. The course also addresses how to convey these methods to utility policymakers. n Bond rating agencies n Determining revenue requirements n Contributions to city governments n Financial targets n Developing a long-term financial plan n Cost of service studies and information n Electric rate designs and significant factors affecting rates Mark Beauchamp, CPA, CMA, MBA, President, Utility Financial Solutions Strategic Leadership for Public Power Wednesday, May 17 Friday, May 19 Wednesday Thursday: 8:30 a.m. 4:30 p.m. Friday: 8 a.m. 3:30 p.m. Recommended CEUs 2/PDHs 20/CPEs 22.5 This course will provide participants with an in-depth perspective on public power leadership by focusing on the development of the individual leader and the leader s role in guiding and developing their organization and its workforce. Participants will use the DiSC Work of Leaders profile as a source of personal information that will be used during the course to increase awareness of their predominant leadership style and its impact on others. Each of the following dimensions of leadership will be presented in separate course modules of approximately three hours duration: n Awareness n Character n Community n Empowerment n Service n Sustainability s Betsy Aylin, Ph.D., Consultant, Collaborative Learning, Inc. R. John Miner, P.E., President, Collaborative Learning, Inc. Mike Renquist, D.Min., Organizational Development Consultant, Collaborative Learning, Inc. Module One Awareness: Understanding and being present to the organization, its context and the many people it touches. Topics include: n Setting purpose and engaging others in the organization s purpose n Assessing the utility organization in its changing context n Addressing organizational realities and needed change n Recognizing and managing larger system influences n Applying principles and processes of systems thinking n Identifying intervention points to manage system influences

17 Public Power Manager Certificate Program Module Two Character: Modeling those abiding values that define a leader, shape the organization s beliefs and guide ethical action. Topics include: n Setting, driving and communicating values and behaviors n Increasing alignment of personal and organizational values and behaviors n Ethical practices and the public s expectations n Exploring the role of ethics statements and policy n Gaining insight on personal strengths and areas for development n Strategies for self-development through self-reflection, ongoing feedback and adoption of new practices Module Three Community: Fostering connections and a sense of community among the people served by the organization and those who serve them. Topics include: n Building and maintaining collaborative relationships n Understanding the benefits of difference and the risks of conformity n Managing differences and dealing with conflict n Communication challenges and solutions n Strengthening the link between communication and relationship building Module Five Service: Instilling a service culture and acting in the best interests of the customers, stakeholders and communities that the organization serves. Topics include: n Building a customer service culture n Assessing and managing customer interests and satisfaction n Strategies for communicating with and influencing stakeholders while balancing interests and needs n Defining and driving accountability n Measuring performance and setting performance targets n Building acceptance of a self-accountability culture Module Six Sustainability: Ensuring that the organization is viable and vital for the future. Topics include: n Creating a clear and compelling picture of the future and engaging employees in a shared vision n Linking vision to goals, roles and performance n Innovation for utility sustainability n Strategies for building an innovative work environment n Driving change for organizational sustainability n Applying change principles to real issues and challenges Module Four Empowerment: Enabling employees to continuously develop and fully engage with the organization and each other. Topics include: n Power sharing as a way to build future leaders and strengthen organizational sustainability n Making a work team cohesive and effective while building teamwork skills n Effective team management, problem solving and decision-making n The leader s role as workforce assessor and developer n Creating a learning environment to develop people and build knowledge n Strategies for creating the workforce of the future

18 2017 APPA Spring Education Institute 5 Technical Training Earn Professional Development Hours Registration Fees Prices increase by $50 after April 24 APPA Members Nonmembers 1 day class $545 $1, day class $1,245 $2,490 Overview and Practical Applications of the 2017 Safety Manual Monday, May 15 8:30 a.m. 4:30 p.m. Recommended CEUs.7/PDHs 6.5/CPEs 7.8 The American Public Power Association s Safety Manual helps establish the fundamentals of compliance and instill best practices to establish a commitment to a safe work culture for utility employees. The 16th edition of the manual will be published in Since 1955, it has set the public power standard for safety compliance information. The manual has been revised and expanded since its last publication in 2012 to incorporate a number of U.S. Occupational Safety and Health Administration and other federal and industry standards. Updates include revisions and additions to the following sections: Definitions, General Rules (section 1), Health and Environmental Control (section 2), Chemical and Physical Hazard Control (section 3), Personal Protective Equipment (section 4) and Electric Utility Operations (section 5). Learn the origins, organization and practical applications of the manual, as well as the important changes effective with the 2017 edition (with special emphasis on Section 5: Electric Utility Operations). n Safety Manual application, organization and purpose n Significant revisions contained in the 2017 edition, including new OSHA regulations n Rule intents and interpretations; rule interpretation questions and issues contributed by course participants n In-depth review of Electric Utility Operations and Overhead Distribution and Transmission (Section 507), which includes topics such as: n Working on or Near Exposed Energy Lines and Equipment n Climbing and Working on Poles n Working on Energized Lines Barehanded and with Live-Line Tool n Working on De-Energized Lines and Equipment n Grounding n Hazardous Energy Control

19 Technical Courses Supplemental Material Each participant will receive a copy of the 2017 American Public Power Association Safety Manual. Managers, safety professionals, electric utility engineers, designers, technicians, field personnel and utility staff who are responsible for or who make decisions concerning safety within transmission and distribution systems. Basic. This course does not have prerequisites nor does it Mike Willetts, Director of Training and Safety, Minnesota Municipal Utilities Association, Marshall, Minn. Constructing, Operating and Maintaining Underground Distribution Systems Tuesday, May 16 Friday, May 19 Tuesday Thursday: 8 a.m. 4:30 p.m. Friday: 8 a.m. Noon Recommended CEUs 2.5/PDHs 24.75/CPEs 29.6 Learn all about the effective design, construction, operation and maintenance of underground electric distribution systems. Review critical factors involved in the conversion of overhead systems to underground. Tour a local utility s distribution system and participate in guest presentations from manufacturer s application engineers, cable testing engineers, or other industry professionals. n Policy and service guidelines n Underground distribution planning, design and layout n Maintenance practices n Operations, safety and regulatory requirements n Cable design and application n Terminating underground cable n Fusing, fuse coordination, fault location and surge protection techniques n Review of the 2017 NESC that pertains to underground systems (Part 3) and work practices (Part 4) Basic/Intermediate. This course does not have prerequisites and does not s Larry Koshire, P.E., President, Koshire Consulting, LLC, Rochester, Minn. Mark Swan, P.E., Principal, MDS Engineering Consulting, LLC, Colorado Springs, Colo.

20 Spring Education Institute Save $100 when you attend more than one course! Courses: Accounting Financial Planning Work Order & Asset Management May 15 19, 2017 Minneapolis, Minnesota Cost of Service and Rate Design Underground Distribution Systems 2017 Safety Manual Certificate Programs: Energy Efficiency Management Public Power Manager Save $100 when you attend more than one course! Standard Presorted U.S. Postage Paid Arlington, VA Permit No Crystal Drive Suite 1000 Arlington, VA