Jodi L. Dobson

Jodi Dobson

Partner, CPA · +1 (608) 240 2469

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Jodi Dobson, partner on the energy and utilities team with Baker Tilly Virchow Krause, LLP, has been with the firm since 1998. She specializes in serving municipal utilities (electric, water, wastewater, stormwater and transit) and joint action agencies. Her experience includes performing financial audits, single audits, agreed upon procedure reviews and fraud investigations as well as preparing rate studies, cost of service studies, rate designs and financial forecasts. Jodi is active in several industry associations including the Municipal Electric Utilities of Wisconsin (MEUW), Wisconsin Section of American Water Works Association (WIAWWA) Board of Trustees and Wisconsin Rural Water Association (WRWA).

  • Oversees audits for municipal electric, water, wastewater, stormwater and transit utilities and joint action agencies
  • Leads agreed upon procedure reviews related to contract compliance for utilities, joint action agencies and regulatory bodies
  • Facilitates utility rate studies, including cost of service studies and rate design options
  • Assists governmental units with interpretation and implementation of Governmental Accounting Standards
  • Analyzes the financial impact of construction projects on utility customer rates, borrowing needs and operational results
  • Directs the preparation of annual operating budgets and long-range financial forecasts for electric, water and wastewater utilities
  • Provides support to municipal utilities with complex retail and wholesale rate issues
  • Leads special projects, including chart of account separations, specific rate designs, departmental cost analysis, development of connection fees and impact fees, operational benchmarking and basis of accounting conversions
  • Compiles annual reports to regulatory agencies
  • Performs compliance audits of federal and state funded programs under OMB Uniform Guidance
  • Performs compliance audits of federal and state funded programs under OMB Uniform Guidance
  • American Institute of Certified Public Accountants
  • American Public Power Association (APPA) – utility education courses instructor
  • Government Finance Officers Association Comprehensive Annual Financial Report reviewer
  • MEUW
  • WIAWWA Board of Trustees
  • Wisconsin Institute of Certified Public Accountants
  • Wisconsin Public Transportation Association
  • WRWA

Location

Wisconsin

Education

Carthage College (Kenosha, Wisconsin)
Bachelor of Business Administration in accounting and international business

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