Greg is a director with Baker Tilly’s public sector municipal advisory practice.
- Serves as an expert witness before regulatory bodies in utility rate proceedings, having authored, filed and defended more than 200 instances of utility regulatory testimony in 19 state jurisdictions, one municipal regulatory body and the Federal Energy Regulatory Commission (FERC)
- Provides strategies, development, analysis and regulatory support related to rate affordability and revenue stability systems and mechanisms
- Provides development, analysis and regulatory support of utility revenue requirements, proforma test year adjustments and forecasts
- Provides statistical analysis and time series modeling for customer class sales and usage forecasting, weather normalization and long-term usage forecasting, as well as regulatory support of usage related adjustments
- Provides development, analysis and regulatory support of cost-of-service studies and associated customer class rate design for water, wastewater, electric, gas and steam utilities
- Provides development, analysis and regulatory support for cost of equity, weighted average cost of capital and long-term debt structure for regulatory proceedings
- Provides development, analysis and regulatory support of revenue stability systems and mechanisms for utilities
- Provides development, analysis and regulatory support of infrastructure improvement plans, mechanisms and regulatory recovery for utilities
- Provides financial reporting, strategic planning and rate management strategies for utilities
- Provides development, analysis and forecasting of multi-year operating plans for utilities
- Provides fixed and capital asset management planning, budgeting and forecasting for utilities
- Provides system development and capacity fee studies for utilities
- Negotiates, designs and assists with development of purchase power and water contracts, wholesale rate development and intergovernmental supply negotiations
- Provides short and long-term production cost estimation, resource strategy and forecasts for purchased power buyers
- Provides valuation, estimation and regulatory support of utility plant assets and rate base items
- Provides counsel, analysis and development of proforma operating results for acquisitions, mergers of investor owned utilities and municipalization of privately owned utilities
- Strategic finance executive and regulatory specialist with experience as chief financial officer (CFO), chief revenue officer (CRO) and senior management across utility, manufacturing and consulting sectors. Proven leadership in finance, rates and regulatory affairs, acquisitions, accounting and data analytics, complemented by expertise in advanced systems and analytical tools
- Testified in nearly 200 regulatory proceedings on topics including customer sales/usage forecasting, structural usage decline, revenue stability mechanisms, rate affordability, infrastructure improvement, cost of service, customer class rate design, revenue requirement development, forecast and adjustments, cost of equity, mergers and acquisitions (M&A) analysis, acquisition recognition and adjustments, financing plans and weighted cost of capital, production cost estimates, wholesale power cost forecasts and capital project pre-approval
- Recognized as a national expert witness on time-series statistical modeling of class level customer sales and usage, forecasting, weather normalization, rate stabilization and affordability mechanisms
- Developed and executed global regulatory strategies for 14 affiliated utility operating companies, helping consistently achieve earnings guidance from 2014 to 2021
- Defended customer usage reduction adjustments across more than 50 regulatory proceedings, generating an additional $175 million in revenue
- Sponsored and defended weather normalization adjustments in more than 50 proceedings, resulting in $85 million in additional revenue
- Led global COVID-19 impact analysis as part of a cross-functional project team, providing C-suite with monthly updates on economic, sales and usage, budget, rate of return (ROR) and net operating income (NOI) impact. This analysis informed financial, regulatory and operational strategy adjustments, enabling achievement of 2020-2021 business plans and growth targets
- National Association of Business Economists
- American Economic Association
- Anderson Preparatory Academy, varsity soccer coach
- Mount Vernon High School, varsity soccer coach
- FC Pride, travel/club soccer coach
- Saints FC, travel/club soccer coach
- Northeast Youth Soccer League, recreational/club soccer coach
- The Marching Pride of Lawrence Township, photographer/videographer